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.
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FBR Employees
Employee
Years
Job
Industry
Mary Smendzuik Mary Smendzuik's FBR Experience May 2005 - August 2005
Job Assistant Vice President at Capri Capital Partners, LLC
Industry Financial Services
Experience
Capri Capital Partners, LLC 2014 - Present
Step Up Women's Network January 2013 - December 2014
Credit Suisse 2012 - 2014
Banc of America Securities 2006 - 2010
FBR May 2005 - August 2005
Skills
Leadership, Mergers & Acquisitions, Strategy, Private Equity, Finance, Business Strategy, Private Placements, Risk Management, Asset Management, Financial Analysis, Due Diligence, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Emphases in Finance & Strategy
Michigan State University 2004 — 2006
BA, Social Relations & Policy
Capri Capital Partners, LLC 2014 - Present
Step Up Women's Network January 2013 - December 2014
Credit Suisse 2012 - 2014
Banc of America Securities 2006 - 2010
FBR May 2005 - August 2005
Skills
Leadership, Mergers & Acquisitions, Strategy, Private Equity, Finance, Business Strategy, Private Placements, Risk Management, Asset Management, Financial Analysis, Due Diligence, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Emphases in Finance & Strategy
Michigan State University 2004 — 2006
BA, Social Relations & Policy
Dalvinder Singh Dalvinder Singh's FBR Experience June 2007 - August 2007
Job Technology Leadership Program at PayPal
Industry Computer Software
Experience
PayPal January 2015 - Present
eBay Inc February 2014 - December 2014
eBay November 2011 - January 2014
Manhattan Associates January 2011 - October 2011
Manhattan Associates June 2008 - December 2010
Indiana University August 2007 - May 2008
FBR June 2007 - August 2007
Wipro Technologies September 2005 - July 2006
Skills
Software Development, Java, Spring, REST, Hibernate, Hadoop, Cloud Computing, Product Management, Distributed Systems, Solr, Product Development, Servlets, Entrepreneurship, Tomcat, JSP, Ant, JDBC, JUnit, JMS, Java Enterprise Edition, Struts, EJB, JSF, Core Java, SOAP, Git, Maven, JPA, Log4j, CVS, Apache 2, Continuous Integration, Jenkins, Flex, Shell Scripting, Eclipse, Spring Framework
Education
Indiana University Bloomington 2006 — 2008
MS, Computer Science
University of Mumbai 2001 — 2005
BE, Information Technology
PayPal January 2015 - Present
eBay Inc February 2014 - December 2014
eBay November 2011 - January 2014
Manhattan Associates January 2011 - October 2011
Manhattan Associates June 2008 - December 2010
Indiana University August 2007 - May 2008
FBR June 2007 - August 2007
Wipro Technologies September 2005 - July 2006
Skills
Software Development, Java, Spring, REST, Hibernate, Hadoop, Cloud Computing, Product Management, Distributed Systems, Solr, Product Development, Servlets, Entrepreneurship, Tomcat, JSP, Ant, JDBC, JUnit, JMS, Java Enterprise Edition, Struts, EJB, JSF, Core Java, SOAP, Git, Maven, JPA, Log4j, CVS, Apache 2, Continuous Integration, Jenkins, Flex, Shell Scripting, Eclipse, Spring Framework
Education
Indiana University Bloomington 2006 — 2008
MS, Computer Science
University of Mumbai 2001 — 2005
BE, Information Technology
Justin Gans's FBR Experience January 2005 - May 2007
Job
Industry Defense & Space
Experience
Northrop Grumman Corporation January 2013 - Present
Northrop Grumman Corporation November 2008 - Present
Caris & Company July 2007 - October 2008
FBR January 2005 - May 2007
US Navy May 1994 - December 2005
Skills
Business Development, Financial Analysis, Project Management, Consulting, Strategic Planning, Program Management, Risk Management, Mergers, Business Strategy, Financial Modeling, Valuation, Team Building, Management Consulting, Team Leadership, Cross-functional Team..., Leadership, Change Management, DoD, Operational Planning, Operations Management
Education
IMD 2004 — 2004
MBA
US Naval Academy 1990 — 1994
BS
Northrop Grumman Corporation January 2013 - Present
Northrop Grumman Corporation November 2008 - Present
Caris & Company July 2007 - October 2008
FBR January 2005 - May 2007
US Navy May 1994 - December 2005
Skills
Business Development, Financial Analysis, Project Management, Consulting, Strategic Planning, Program Management, Risk Management, Mergers, Business Strategy, Financial Modeling, Valuation, Team Building, Management Consulting, Team Leadership, Cross-functional Team..., Leadership, Change Management, DoD, Operational Planning, Operations Management
Education
IMD 2004 — 2004
MBA
US Naval Academy 1990 — 1994
BS
Michael C. Voinovich Michael C. Voinovich's FBR Experience March 2001 - June 2005
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. May 2005 - July 2010
FBR March 2001 - June 2005
McDonald Investments, Inc. January 1999 - March 2001
KeyCorp June 1998 - January 1999
Skills
Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Mergers, Capital Raising, Management, Valuation, Financial Modeling, Private Placements, Credit, Loans
Education
John Carroll University
Melanie Peterson's FBR Experience October 2000 - December 2001
Job Senior Business Development Manager at Paul Hastings
Industry Law Practice
Experience
Paul Hastings August 2011 - Present
Paul Hastings June 2005 - August 2011
DLA Piper December 2001 - June 2005
FBR October 2000 - December 2001
KPMG US November 1997 - October 2000
KPMG US November 1993 - November 1997
Skills
Business Development, Marketing Communications, Contract Negotiation, Marketing, Strategic Planning, Mergers & Acquisitions, Start-ups, Strategy, Marketing Strategy, Social Media, Strategic Partnerships
Education
The Johns Hopkins University 1999 — 2003
Master of Science (M.S.), Marketing
Mount Holyoke College 1989 — 1993
Bachelor of Arts (B.A.), Politics
Paul Hastings August 2011 - Present
Paul Hastings June 2005 - August 2011
DLA Piper December 2001 - June 2005
FBR October 2000 - December 2001
KPMG US November 1997 - October 2000
KPMG US November 1993 - November 1997
Skills
Business Development, Marketing Communications, Contract Negotiation, Marketing, Strategic Planning, Mergers & Acquisitions, Start-ups, Strategy, Marketing Strategy, Social Media, Strategic Partnerships
Education
The Johns Hopkins University 1999 — 2003
Master of Science (M.S.), Marketing
Mount Holyoke College 1989 — 1993
Bachelor of Arts (B.A.), Politics
Thomas Kenny Thomas Kenny's FBR Experience February 2011 - July 2013
Job Derivative Sales and Trading
Industry Financial Services
Experience
BayCrest Partners September 2013 - Present
FBR February 2011 - July 2013
Bank Hapoalim March 2008 - March 2011
Bank of America March 2002 - March 2008
Morgan Stanley March 1992 - March 2002
Skills
Series 7, Options, Equities, Trading, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities
Education
Fordham University 1983 — 1987
BA, Economics
BayCrest Partners September 2013 - Present
FBR February 2011 - July 2013
Bank Hapoalim March 2008 - March 2011
Bank of America March 2002 - March 2008
Morgan Stanley March 1992 - March 2002
Skills
Series 7, Options, Equities, Trading, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities
Education
Fordham University 1983 — 1987
BA, Economics
Alphonse Dell'Isola's FBR Experience March 2014 - August 2014
Job Sports Analytics & Modeling Expert with Deep Finance Experience
Industry Financial Services
Experience
Isenberg School of Management, UMass Amherst August 2014 - Present
FBR March 2014 - August 2014
Jacksonville Jaguars April 2013 - August 2013
Permal Group September 2012 - May 2013
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Film, Macroeconomics, Microeconomics
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Master of Business Administration (M.B.A.), MBA/MS in Sports Management, First Year
New York University - Leonard N. Stern School of Business 2010 — 2012
Bachelor's Degree, Finance, General
Loyola University Maryland 2008 — 2010
Georgetown Preparatory School 2004 — 2008
Otiac Spanish Language School 2007 — 2007
Isenberg School of Management, UMass Amherst August 2014 - Present
FBR March 2014 - August 2014
Jacksonville Jaguars April 2013 - August 2013
Permal Group September 2012 - May 2013
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Office, Film, Macroeconomics, Microeconomics
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Master of Business Administration (M.B.A.), MBA/MS in Sports Management, First Year
New York University - Leonard N. Stern School of Business 2010 — 2012
Bachelor's Degree, Finance, General
Loyola University Maryland 2008 — 2010
Georgetown Preparatory School 2004 — 2008
Otiac Spanish Language School 2007 — 2007
Heather Holden Heather Holden's FBR Experience February 2007 - May 2007
Job Registered Nurse at OHSU
Industry Hospital & Health Care
Experience
MedStar Health October 2012 - May 2014
Anthem Blue Cross/ Blue Shield July 2007 - May 2011
FBR February 2007 - May 2007
Clean Water Action May 2005 - January 2007
DeSimone Consulting Engineers January 2003 - May 2005
Skills
Healthcare, Cpr Certified, Nursing, Healthcare Management, Microsoft Office, Microsoft Excel, Public Speaking, Community Outreach, Non-profits, Fundraising, Customer Service, Event Planning, Health Insurance
Education
Kent State University 2011 — 2012
Bachelor of Science (B.S.), Nursing
University of California, Davis 2001 — 2002
Bachelor of Arts, Sociology - Organizational Studies
MedStar Health October 2012 - May 2014
Anthem Blue Cross/ Blue Shield July 2007 - May 2011
FBR February 2007 - May 2007
Clean Water Action May 2005 - January 2007
DeSimone Consulting Engineers January 2003 - May 2005
Skills
Healthcare, Cpr Certified, Nursing, Healthcare Management, Microsoft Office, Microsoft Excel, Public Speaking, Community Outreach, Non-profits, Fundraising, Customer Service, Event Planning, Health Insurance
Education
Kent State University 2011 — 2012
Bachelor of Science (B.S.), Nursing
University of California, Davis 2001 — 2002
Bachelor of Arts, Sociology - Organizational Studies
Jason Turnipseed Jason Turnipseed's FBR Experience October 2001 - December 2006
Job President, Managed Account Research Inc.
Industry Investment Management
Experience
Managed Account Research, Inc. November 2007 - Present
FBR October 2001 - December 2006
Tucker Anthony Capital Markets July 2000 - October 2001
MarketWise Securities December 1997 - June 2000
Skills
Managed Futures, Investments, Portfolio Management, Business Development, Commodity Markets, Institutional Sales, CTA, Alternative Investments, Financial Markets, Investment Management, Options, Commodity, Electronic Trading, Hedge Funds, Asset Management
Education
Emory University
Bachelor of Arts, Economics
Managed Account Research, Inc. November 2007 - Present
FBR October 2001 - December 2006
Tucker Anthony Capital Markets July 2000 - October 2001
MarketWise Securities December 1997 - June 2000
Skills
Managed Futures, Investments, Portfolio Management, Business Development, Commodity Markets, Institutional Sales, CTA, Alternative Investments, Financial Markets, Investment Management, Options, Commodity, Electronic Trading, Hedge Funds, Asset Management
Education
Emory University
Bachelor of Arts, Economics
Nick Komljenovic, MBA Nick Komljenovic, MBA's FBR Experience October 2011 - June 2013
Job Research Associate
Industry Research
Experience
Money Map Press October 2013 - Present
FBR October 2011 - June 2013
Oxford College of Emory University August 2008 - April 2011
Chatham Beach and Tennis Club 2009 - 2011
Skills
Equity Valuation, Equities, Equity Research, Series 7, Series 63, Valuation, Investments, MS Excel Pivot Tables, Microsoft Excel, Tennis Instruction
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Master of Business Administration (MBA), International Business and Corporate Strategy, 3.2 GPA
Washington College 2002 — 2006
Bachelor of Arts (B.A.), Economics, German, 3.6 GPA
Money Map Press October 2013 - Present
FBR October 2011 - June 2013
Oxford College of Emory University August 2008 - April 2011
Chatham Beach and Tennis Club 2009 - 2011
Skills
Equity Valuation, Equities, Equity Research, Series 7, Series 63, Valuation, Investments, MS Excel Pivot Tables, Microsoft Excel, Tennis Instruction
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Master of Business Administration (MBA), International Business and Corporate Strategy, 3.2 GPA
Washington College 2002 — 2006
Bachelor of Arts (B.A.), Economics, German, 3.6 GPA
Courtney Hamilton's FBR Experience 2006 - 2007
Job Senior Consultant at The Miles Group
Industry Management Consulting
Experience
The Miles Group February 2014 - Present
The Miles Group February 2013 - February 2014
LivingSocial August 2011 - September 2012
Harvard Business School August 2009 - May 2011
American Express 2007 - 2009
FBR 2006 - 2007
Skills
Mandarin, Marketing Strategy, Business Development, Negotiation, Financial Analysis, Global E-commerce, E-commerce Consulting, Financial Modeling, Strategy, Competitive Analysis, Entrepreneurship, Marketing, Market Research, E-commerce, Private Equity, Analytics, Strategic Planning, Management Consulting, Venture Capital, Mergers & Acquisitions, Leadership, Emerging Markets, Corporate Finance, Investments, Start-ups, Finance, Market Analysis, Valuation, Business Strategy, Strategic Partnerships, International Business
Education
Harvard Business School 2009 — 2011
MBA
School of Oriental and African Studies, U. of London 2005 — 2006
MA, Chinese Anthropology, Chinese Commercial Law
Georgetown University 2001 — 2005
BA, Chinese, Art
Peking University 2003 — 2004
HSK, Chinese
The Miles Group February 2014 - Present
The Miles Group February 2013 - February 2014
LivingSocial August 2011 - September 2012
Harvard Business School August 2009 - May 2011
American Express 2007 - 2009
FBR 2006 - 2007
Skills
Mandarin, Marketing Strategy, Business Development, Negotiation, Financial Analysis, Global E-commerce, E-commerce Consulting, Financial Modeling, Strategy, Competitive Analysis, Entrepreneurship, Marketing, Market Research, E-commerce, Private Equity, Analytics, Strategic Planning, Management Consulting, Venture Capital, Mergers & Acquisitions, Leadership, Emerging Markets, Corporate Finance, Investments, Start-ups, Finance, Market Analysis, Valuation, Business Strategy, Strategic Partnerships, International Business
Education
Harvard Business School 2009 — 2011
MBA
School of Oriental and African Studies, U. of London 2005 — 2006
MA, Chinese Anthropology, Chinese Commercial Law
Georgetown University 2001 — 2005
BA, Chinese, Art
Peking University 2003 — 2004
HSK, Chinese
Kathleen Pagliaro Kathleen Pagliaro's FBR Experience 2002 - October 2011
Job Director, Credit Risk Transfer at Fannie Mae
Industry Financial Services
Experience
Fannie Mae March 2015 - Present
Fannie Mae June 2012 - February 2015
FBR 2002 - October 2011
Skills
Risk Management, Equities, Trading, Management, Capital Markets, Equity Trading, Hedge Funds, Analysis, Technical Analysis, Financial Services, Accounting, Financial Risk, Mutual Funds, Marketing Communications, Fixed Income, Credit, Marketing Strategy, Strategic Communications, Project Management
Education
Georgetown University
Bachelor of Science (B.S.)
Fannie Mae March 2015 - Present
Fannie Mae June 2012 - February 2015
FBR 2002 - October 2011
Skills
Risk Management, Equities, Trading, Management, Capital Markets, Equity Trading, Hedge Funds, Analysis, Technical Analysis, Financial Services, Accounting, Financial Risk, Mutual Funds, Marketing Communications, Fixed Income, Credit, Marketing Strategy, Strategic Communications, Project Management
Education
Georgetown University
Bachelor of Science (B.S.)
Steven Vento Steven Vento's FBR Experience October 2013 - January 2015
Job Vice President, Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
Nyere Hollingsworth Nyere Hollingsworth's FBR Experience February 2005 - January 2007
Job at The Advisory Board Company
Industry Information Technology and Services
Experience
The Advisory Board Company May 2014 - Present
Zane Networks May 2009 - May 2014
FBR Capital Markets January 2007 - May 2009
FBR February 2005 - January 2007
Georgia Institute of Technology January 2000 - June 2004
Dobbins Air Reserve Base 2001 - 2004
Skills
Project Management, Business Analysis, Vendor Relationships, Video Conferencing, Technical Writing, Technical Support, Hands-on Training, Technology Needs..., Process Improvement, Program Management, Vendor Management, Troubleshooting, Requirements Gathering, Analysis, Management, Windows, Requirements Analysis, Software Documentation, Telecommunications, Integration, Information Technology, Team Leadership, Enterprise Software, Training, Leadership, Quality Assurance, CRM, IT Management, Data Center, Security, IT Strategy, Software Project..., SDLC, Project Portfolio..., Visio, ITIL, Business Intelligence, Business Process..., IT Service Management, Databases, Cross-functional Team..., System Deployment, Consulting, Testing
Education
University of Maryland University College 2006 — 2009
Master of Science
Georgia Institute of Technology 1999 — 2003
Bachelor of Science
The Advisory Board Company May 2014 - Present
Zane Networks May 2009 - May 2014
FBR Capital Markets January 2007 - May 2009
FBR February 2005 - January 2007
Georgia Institute of Technology January 2000 - June 2004
Dobbins Air Reserve Base 2001 - 2004
Skills
Project Management, Business Analysis, Vendor Relationships, Video Conferencing, Technical Writing, Technical Support, Hands-on Training, Technology Needs..., Process Improvement, Program Management, Vendor Management, Troubleshooting, Requirements Gathering, Analysis, Management, Windows, Requirements Analysis, Software Documentation, Telecommunications, Integration, Information Technology, Team Leadership, Enterprise Software, Training, Leadership, Quality Assurance, CRM, IT Management, Data Center, Security, IT Strategy, Software Project..., SDLC, Project Portfolio..., Visio, ITIL, Business Intelligence, Business Process..., IT Service Management, Databases, Cross-functional Team..., System Deployment, Consulting, Testing
Education
University of Maryland University College 2006 — 2009
Master of Science
Georgia Institute of Technology 1999 — 2003
Bachelor of Science
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
Alexander Szikla Alexander Szikla's FBR Experience September 2014 - Present
Job Investment Banking Analyst at FBR
Industry Investment Banking
Experience
FBR September 2014 - Present
GoldenTree Asset Management June 2013 - August 2013
The Huffington Post November 2012 - August 2013
Desautels Faculty of Management-Management Undergraduate Society May 2012 - May 2013
PennantPark Investment Corporation June 2012 - August 2012
Jobbook April 2012 - June 2012
Desautels Faculty of Management-Management Undergraduate Society April 2011 - April 2012
Novo Law Firm, P.C. June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Management, Strategic Financial..., Teamwork, Leadership, New Business Development, Public Speaking, Data Analysis, Time Management, Team Leadership, Microsoft Word, Event Planning, Social Media, Market Research, English, Spanish, Strategic Planning, French
Education
McGill University 2010 — 2014
Bachelor of Commerce (B.Com.), Double Major: Finance & International Management, Major GPA: 3.65/4.0
FBR September 2014 - Present
GoldenTree Asset Management June 2013 - August 2013
The Huffington Post November 2012 - August 2013
Desautels Faculty of Management-Management Undergraduate Society May 2012 - May 2013
PennantPark Investment Corporation June 2012 - August 2012
Jobbook April 2012 - June 2012
Desautels Faculty of Management-Management Undergraduate Society April 2011 - April 2012
Novo Law Firm, P.C. June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Management, Strategic Financial..., Teamwork, Leadership, New Business Development, Public Speaking, Data Analysis, Time Management, Team Leadership, Microsoft Word, Event Planning, Social Media, Market Research, English, Spanish, Strategic Planning, French
Education
McGill University 2010 — 2014
Bachelor of Commerce (B.Com.), Double Major: Finance & International Management, Major GPA: 3.65/4.0
Frank O'Driscoll Frank O'Driscoll's FBR Experience May 2010 - January 2012
Job Filosopher, Mobiletrepreneur, Millennial Consultant
Industry Internet
Experience
Filosophical Frank.com - Millennial Start-Up Management Blog November 2013 - Present
Compelling Priorities, LLC May 2012 - Present
ReferBright June 2013 - January 2014
FBR May 2010 - January 2012
American Cancer Society June 2008 - May 2010
American Cancer Society May 2007 - August 2007
Skills
Fundraising, Strategic Planning, Event Management, Sales, Microsoft Excel, Campaign Strategies, Customer Service, Customer Experience, Customer Retention, E-commerce, Innovation, Inventory Management, PowerPoint, Convio, Marketing, Customer Relations, Presentations, Training Delivery, Talent Developer, Business Development, Digital Marketing, Strategy, Marketing Strategy, Leadership, Public Relations, Entrepreneurship, Team Leadership, Management, Organizational..., Social Media Marketing, Market Research, Cross Functional Team..., Leadership Development, Excel, Start-ups
Education
Georgetown University - The McDonough School of Business 2005 — 2008
BS in Business Administration, Marketing and Management with a focus in Leadership and Change
Fairfield High School 2000 — 2004
HS Diploma
General Assembly
Front and Back End Ruby on Rails, HTML, CSS, Webdevelopment
Filosophical Frank.com - Millennial Start-Up Management Blog November 2013 - Present
Compelling Priorities, LLC May 2012 - Present
ReferBright June 2013 - January 2014
FBR May 2010 - January 2012
American Cancer Society June 2008 - May 2010
American Cancer Society May 2007 - August 2007
Skills
Fundraising, Strategic Planning, Event Management, Sales, Microsoft Excel, Campaign Strategies, Customer Service, Customer Experience, Customer Retention, E-commerce, Innovation, Inventory Management, PowerPoint, Convio, Marketing, Customer Relations, Presentations, Training Delivery, Talent Developer, Business Development, Digital Marketing, Strategy, Marketing Strategy, Leadership, Public Relations, Entrepreneurship, Team Leadership, Management, Organizational..., Social Media Marketing, Market Research, Cross Functional Team..., Leadership Development, Excel, Start-ups
Education
Georgetown University - The McDonough School of Business 2005 — 2008
BS in Business Administration, Marketing and Management with a focus in Leadership and Change
Fairfield High School 2000 — 2004
HS Diploma
General Assembly
Front and Back End Ruby on Rails, HTML, CSS, Webdevelopment
Brad Bevis Brad Bevis's FBR Experience November 2013 - Present
Job Institutional Equity Sales at FBR Capital Markets
Industry Financial Services
Experience
FBR November 2013 - Present
Oppenheimer & Co. March 2010 - November 2013
Education
Loyola University Maryland 1997 — 2001
BS
Salisbury School
Cardigan 1990 — 1994
FBR November 2013 - Present
Oppenheimer & Co. March 2010 - November 2013
Education
Loyola University Maryland 1997 — 2001
BS
Salisbury School
Cardigan 1990 — 1994
Howard Penney's FBR Experience January 2004 - March 2008
Job Managing Director at Hedgeye Risk Management
Industry Financial Services
Experience
Hedgeye Risk Management April 2008 - Present
FBR January 2004 - March 2008
Prudential Equity Group 2006 - 2007
Friedman Billings Ramsey 2004 - 2007
SunTrust Robinson Humphrey January 2002 - January 2004
Morgan Stanley March 1987 - January 2001
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Hedge Funds, Capital Markets, Asset Managment, Private Equity, Financial Analysis, Equity Valuation, Corporate Finance, Portfolio Management, Investment Banking, Series 7, Alternative Investments, Asset Management, Finance, Fixed Income, Investor Relations, Mergers & Acquisitions, Start-ups, Venture Capital, Bloomberg, Management, Securities, Due Diligence, Risk Management, Investment Management
Education
Florida Southern College 1981 — 1985
BS, Finance
Hedgeye Risk Management April 2008 - Present
FBR January 2004 - March 2008
Prudential Equity Group 2006 - 2007
Friedman Billings Ramsey 2004 - 2007
SunTrust Robinson Humphrey January 2002 - January 2004
Morgan Stanley March 1987 - January 2001
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Hedge Funds, Capital Markets, Asset Managment, Private Equity, Financial Analysis, Equity Valuation, Corporate Finance, Portfolio Management, Investment Banking, Series 7, Alternative Investments, Asset Management, Finance, Fixed Income, Investor Relations, Mergers & Acquisitions, Start-ups, Venture Capital, Bloomberg, Management, Securities, Due Diligence, Risk Management, Investment Management
Education
Florida Southern College 1981 — 1985
BS, Finance
Michelle Miller Michelle Miller's FBR Experience 1995 - 1997
Job Autumn Pointe Advisors, LLC
Industry Management Consulting
Experience
Autumn Pointe Advisors 2013 - Present
The Boston Consulting Group 2011 - 2013
Alvarez & Marsal 2002 - 2010
Marex 1999 - 2001
Americap 1997 - 1999
FBR 1995 - 1997
Apple 1988 - 1992
Skills
Management, Interim Management, COO, CFO, Strategy, EBITDA Growth, Business Transformation, Growth Strategies, Leadership, Retail, Consumer Products, Technology, Computer Hardware, SaaS, Mobile Devices, Strategic Planning, Business Planning, Cost Reduction, Mergers & Acquisitions, Financial Projection, Management Consulting, Business Strategy, Restructuring, Due Diligence, Start-ups, Entrepreneurship, Project Management, Finance, Private Equity, Corporate Finance
Education
Harvard Business School 1992 — 1994
Master of Business Administration (M.B.A.)
Penn State University 1984 — 1988
Bachelor's Degree, Quantitative Business Analysis
Autumn Pointe Advisors 2013 - Present
The Boston Consulting Group 2011 - 2013
Alvarez & Marsal 2002 - 2010
Marex 1999 - 2001
Americap 1997 - 1999
FBR 1995 - 1997
Apple 1988 - 1992
Skills
Management, Interim Management, COO, CFO, Strategy, EBITDA Growth, Business Transformation, Growth Strategies, Leadership, Retail, Consumer Products, Technology, Computer Hardware, SaaS, Mobile Devices, Strategic Planning, Business Planning, Cost Reduction, Mergers & Acquisitions, Financial Projection, Management Consulting, Business Strategy, Restructuring, Due Diligence, Start-ups, Entrepreneurship, Project Management, Finance, Private Equity, Corporate Finance
Education
Harvard Business School 1992 — 1994
Master of Business Administration (M.B.A.)
Penn State University 1984 — 1988
Bachelor's Degree, Quantitative Business Analysis
Arthur Reimers Arthur Reimers's FBR Experience 2006 - Present
Job Venture Partner at Draper Richards Kaplan Foundation
Industry Venture Capital & Private Equity
Experience
Draper Richards Kaplan Foundation October 2014 - Present
Revelry Brands 2008 - Present
Round Hill Investment Partners 2001 - Present
FBR 2006 - Present
Goldman Sachs 1981 - 2001
Skills
Social Entrepreneurship, Entrepreneur Mentoring, Leadership Development, Venture Philanthropy, Business Strategy, Strategic Partnerships
Education
Harvard Advanced Leadership Initiative
Advanced Leadership Fellow
Harvard Business School 1979 — 1981
Master of Business Administration (M.B.A.), Baker Scholar
Miami University 1973 — 1977
Master's Degree, Finance
Draper Richards Kaplan Foundation October 2014 - Present
Revelry Brands 2008 - Present
Round Hill Investment Partners 2001 - Present
FBR 2006 - Present
Goldman Sachs 1981 - 2001
Skills
Social Entrepreneurship, Entrepreneur Mentoring, Leadership Development, Venture Philanthropy, Business Strategy, Strategic Partnerships
Education
Harvard Advanced Leadership Initiative
Advanced Leadership Fellow
Harvard Business School 1979 — 1981
Master of Business Administration (M.B.A.), Baker Scholar
Miami University 1973 — 1977
Master's Degree, Finance
Daniel Altscher's FBR Experience December 2010 - Present
Job Senior Vice President, Senior Research Analyst Equity Research: Mortgage/TripleNet REITs, Structured Finance at FBR
Industry Financial Services
Experience
FBR December 2010 - Present
Hovde Capital Advisors January 2008 - December 2010
Citigroup June 2006 - December 2007
Skills
Banking, Equity Research, Portfolio Management, Equities, Financial Services, Hedge Funds, Emerging Markets, Investments, Financial Analysis, Bloomberg, Valuation, Fixed Income, Corporate Finance, Mortgage Lending, Securities, Credit Risk, Due Diligence, Structured Finance, Financial Modeling, Financial Markets, Asset Management, Series 7, Private Equity, Alternative Investments, Real Estate, Capital Markets, Derivatives, Investment Banking, Equity Valuation, Loans
Education
Indiana University - Kelley School of Business 2011 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science (BS), Finance & International Business
FBR December 2010 - Present
Hovde Capital Advisors January 2008 - December 2010
Citigroup June 2006 - December 2007
Skills
Banking, Equity Research, Portfolio Management, Equities, Financial Services, Hedge Funds, Emerging Markets, Investments, Financial Analysis, Bloomberg, Valuation, Fixed Income, Corporate Finance, Mortgage Lending, Securities, Credit Risk, Due Diligence, Structured Finance, Financial Modeling, Financial Markets, Asset Management, Series 7, Private Equity, Alternative Investments, Real Estate, Capital Markets, Derivatives, Investment Banking, Equity Valuation, Loans
Education
Indiana University - Kelley School of Business 2011 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science (BS), Finance & International Business
Andrew Karp Andrew Karp's FBR Experience August 2014 - Present
Job Equity Research Associate at FBR
Industry Financial Services
Experience
FBR August 2014 - Present
Omnicom Group October 2013 - July 2014
KPMG US June 2012 - August 2012
LehighSiliconValley January 2012 - January 2012
MEI May 2011 - August 2011
Andrew Karp Photography September 2006 - August 2009
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Auditing, Accounting, Sarbanes-Oxley Act, US GAAP, Financial Accounting, PowerPoint, Access, Microsoft Office, Internal Controls, Corporate Finance, SAP, HTML, Java, Client Relations Skills, Presentations, IT Audit, Start-ups, Venture Capital, Finance
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance with a concentration in Accounting. Minor in Entrepreneurship
FBR August 2014 - Present
Omnicom Group October 2013 - July 2014
KPMG US June 2012 - August 2012
LehighSiliconValley January 2012 - January 2012
MEI May 2011 - August 2011
Andrew Karp Photography September 2006 - August 2009
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Auditing, Accounting, Sarbanes-Oxley Act, US GAAP, Financial Accounting, PowerPoint, Access, Microsoft Office, Internal Controls, Corporate Finance, SAP, HTML, Java, Client Relations Skills, Presentations, IT Audit, Start-ups, Venture Capital, Finance
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance with a concentration in Accounting. Minor in Entrepreneurship
Dan Ryan Dan Ryan's FBR Experience January 2004 - May 2006
Job Principal and Head of Business Development at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners June 2009 - Present
Milestone Partners August 2008 - June 2009
Susquehanna International Group, LLP (SIG) May 2006 - July 2008
FBR January 2004 - May 2006
The Vanguard Group September 2002 - December 2003
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Finance, Theology
William Penn Charter School 1994 — 1998
High School
Milestone Partners June 2009 - Present
Milestone Partners August 2008 - June 2009
Susquehanna International Group, LLP (SIG) May 2006 - July 2008
FBR January 2004 - May 2006
The Vanguard Group September 2002 - December 2003
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Finance, Theology
William Penn Charter School 1994 — 1998
High School
Henry Sage's FBR Experience 2003 - 2008
Job Veteran finance executive with M&A, capital raising, and substantive operational experience
Industry Executive Office
Experience
eBizNET Solutions Inc (acquired by NetSuite) June 2012 - March 2015
Signal Hill Capital October 2008 - June 2012
FBR 2003 - 2008
S.G. Cowen 2001 - 2003
Towers Perrin 1996 - 2000
Skills
Investment Banking, Mergers, Equities, Capital Markets, Valuation, Corporate Finance, Private Equity, Financial Modeling, Private Placements, M&A experience, IPO, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA
Georgetown University 1991 — 1995
BS, Finance
eBizNET Solutions Inc (acquired by NetSuite) June 2012 - March 2015
Signal Hill Capital October 2008 - June 2012
FBR 2003 - 2008
S.G. Cowen 2001 - 2003
Towers Perrin 1996 - 2000
Skills
Investment Banking, Mergers, Equities, Capital Markets, Valuation, Corporate Finance, Private Equity, Financial Modeling, Private Placements, M&A experience, IPO, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA
Georgetown University 1991 — 1995
BS, Finance
Robert Hartheimer Robert Hartheimer's FBR Experience 1996 - 2001
Job Managing Member, Hartheimer LLC; Director, Chairman of Risk and Compliance Committee at Higher One Holdings (NYSE: ONE)
Industry Financial Services
Experience
Hartheimer LLC June 2008 - Present
Higher One Holdings (NYSE: ONE) January 2012 - Present
Sterling Financial Corporation (NASDAQ: STSA) September 2010 - April 2014
Promontory Interfinancial Network 2012 - 2012
Promontory Financial Group, LLC 2002 - 2008
FBR 1996 - 2001
FDIC October 1991 - December 1995
Smith Barney 1987 - 1991
Merrill Lynch 1982 - 1986
Skills
Financial Services, Risk Management, Strategy, Due Diligence, Management, Banking, Mergers & Acquisitions, Finance, Capital Markets, Financial Analysis, Credit, Asset Management, Legal Writing, Mortgage Lending, Private Equity, Executive Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA
Hamilton College 1975 — 1979
BA
Hartheimer LLC June 2008 - Present
Higher One Holdings (NYSE: ONE) January 2012 - Present
Sterling Financial Corporation (NASDAQ: STSA) September 2010 - April 2014
Promontory Interfinancial Network 2012 - 2012
Promontory Financial Group, LLC 2002 - 2008
FBR 1996 - 2001
FDIC October 1991 - December 1995
Smith Barney 1987 - 1991
Merrill Lynch 1982 - 1986
Skills
Financial Services, Risk Management, Strategy, Due Diligence, Management, Banking, Mergers & Acquisitions, Finance, Capital Markets, Financial Analysis, Credit, Asset Management, Legal Writing, Mortgage Lending, Private Equity, Executive Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA
Hamilton College 1975 — 1979
BA
William Tornabene's FBR Experience June 2003 - August 2003
Job Chief Financial Officer at Manhattan Wine Company
Industry Wine and Spirits
Experience
Manhattan Wine Company July 2009 - Present
BB&T Capital Markets July 2004 - July 2009
FBR June 2003 - August 2003
PNC Capital Markets July 1999 - June 2002
Skills
Investments, Investment Banking, Equities, Finance, Fixed Income, Sales, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Private Equity, Retail, Due Diligence, Business Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Strategy
Hampden-Sydney College 1995 — 1999
BA, Managerial Economics
Manhattan Wine Company July 2009 - Present
BB&T Capital Markets July 2004 - July 2009
FBR June 2003 - August 2003
PNC Capital Markets July 1999 - June 2002
Skills
Investments, Investment Banking, Equities, Finance, Fixed Income, Sales, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Private Equity, Retail, Due Diligence, Business Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Strategy
Hampden-Sydney College 1995 — 1999
BA, Managerial Economics
Joshua Morehouse Joshua Morehouse's FBR Experience February 2003 - June 2007
Job Technical Manager at Brown Advisory
Industry Information Technology and Services
Experience
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Scottie (Lesley) Gordon's FBR Experience March 2003 - March 2007
Job Attorney at VGR Law Firm, PC
Industry Law Practice
Experience
VGR Law Firm April 2014 - Present
Greater Boston Urology, LLC April 2012 - April 2014
FBR March 2003 - March 2007
Skills
Licensing, Corporate Law, Mergers & Acquisitions, Due Diligence, Strategic Planning, Corporate Governance, Private Equity, Corporate Development, Legal Research, Contract Negotiation
Education
Michigan State University
BA, International Relations
New England School of Law
Doctor of Law (JD)
VGR Law Firm April 2014 - Present
Greater Boston Urology, LLC April 2012 - April 2014
FBR March 2003 - March 2007
Skills
Licensing, Corporate Law, Mergers & Acquisitions, Due Diligence, Strategic Planning, Corporate Governance, Private Equity, Corporate Development, Legal Research, Contract Negotiation
Education
Michigan State University
BA, International Relations
New England School of Law
Doctor of Law (JD)
Jeremy McNees's FBR Experience July 2013 - August 2013
Job Financial Engineer at Fannie Mae
Industry Financial Services
Experience
Fannie Mae August 2015 - Present
Fannie Mae September 2014 - August 2015
Fannie Mae June 2014 - September 2014
FBR July 2013 - August 2013
United States Senate August 2012 - December 2012
University of Northern Colorado September 2011 - December 2011
US Treasury June 2011 - August 2011
University of Northern Colorado August 2010 - June 2011
Skills
Research, SAS, Finance, Economics, Financial Analysis, SAS Macros, Data Analysis, Communication, Technical Writing, MATLAB, Julia, Management
Education
The George Washington University 2012 — 2014
Master of Science in Finance
University of Northern Colorado 2007 — 2012
Bachelor of Arts (B.A.) & Bachelor of Science (B.S.), Economics & Finance
Georgetown University 2011 — 2011
Continuing Education, Economics, Public Policy
Fannie Mae August 2015 - Present
Fannie Mae September 2014 - August 2015
Fannie Mae June 2014 - September 2014
FBR July 2013 - August 2013
United States Senate August 2012 - December 2012
University of Northern Colorado September 2011 - December 2011
US Treasury June 2011 - August 2011
University of Northern Colorado August 2010 - June 2011
Skills
Research, SAS, Finance, Economics, Financial Analysis, SAS Macros, Data Analysis, Communication, Technical Writing, MATLAB, Julia, Management
Education
The George Washington University 2012 — 2014
Master of Science in Finance
University of Northern Colorado 2007 — 2012
Bachelor of Arts (B.A.) & Bachelor of Science (B.S.), Economics & Finance
Georgetown University 2011 — 2011
Continuing Education, Economics, Public Policy
Mary Johnson, PMP Mary Johnson, PMP's FBR Experience September 2007 - November 2008
Job Director of Global Talent Acquisition
Industry Professional Training & Coaching
Experience
TwentyEighty April 2014 - Present
ESI International July 2013 - March 2014
ESI International October 2011 - June 2013
ESI International February 2009 - October 2011
FBR September 2007 - November 2008
Unistaff January 2007 - August 2007
Skills
Critical Thinking, Communications Strategy, Project Management, Event Planning, Client Relationship..., Organizational Learning, Organizational..., Adult Education, Instructional Design, College Recruiting, Social Media, Corporate Social..., Corporate Events, Vendor Management, Team Leadership, Leadership Development, Executive Communications, Executive Reporting, Financial Reporting, Budgeting, Strategic Communications, Strategy, Budgets, Performance Management, Program Management, Training, Leadership, CRM, Communication Training, Recruiting, Employee Engagement, Workshop Facilitation, Sales, Succession Planning, Team Building, Management
Education
The George Washington University 2009 — 2012
Master's Certificate, Project Management
Mary Washington College
BS, Business Administration
Leadership Arlington
Young Professionals Program
Kent State University
n/a, Study Abroad- International Business
TwentyEighty April 2014 - Present
ESI International July 2013 - March 2014
ESI International October 2011 - June 2013
ESI International February 2009 - October 2011
FBR September 2007 - November 2008
Unistaff January 2007 - August 2007
Skills
Critical Thinking, Communications Strategy, Project Management, Event Planning, Client Relationship..., Organizational Learning, Organizational..., Adult Education, Instructional Design, College Recruiting, Social Media, Corporate Social..., Corporate Events, Vendor Management, Team Leadership, Leadership Development, Executive Communications, Executive Reporting, Financial Reporting, Budgeting, Strategic Communications, Strategy, Budgets, Performance Management, Program Management, Training, Leadership, CRM, Communication Training, Recruiting, Employee Engagement, Workshop Facilitation, Sales, Succession Planning, Team Building, Management
Education
The George Washington University 2009 — 2012
Master's Certificate, Project Management
Mary Washington College
BS, Business Administration
Leadership Arlington
Young Professionals Program
Kent State University
n/a, Study Abroad- International Business
Peter Finn Peter Finn's FBR Experience January 2011 - September 2012
Job Senior Vice President, M&A at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2012 - Present
FBR January 2011 - September 2012
FBR Capital Markets & Co. February 2007 - January 2011
Legacy Partners Group October 2003 - February 2007
Credit Suisse First Boston July 2002 - October 2003
Skills
Investment Banking, M&A experience, Corporate Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / Accounting
Macquarie Capital September 2012 - Present
FBR January 2011 - September 2012
FBR Capital Markets & Co. February 2007 - January 2011
Legacy Partners Group October 2003 - February 2007
Credit Suisse First Boston July 2002 - October 2003
Skills
Investment Banking, M&A experience, Corporate Finance
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / Accounting
Nicholas Gonzalez Nicholas Gonzalez's FBR Experience June 2013 - Present
Job Equity Trading at FBR Capital Markets
Industry Capital Markets
Experience
FBR June 2013 - Present
Washington Golf & Country Club May 2005 - Present
Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Investments, Portfolio Management, Equity Trading, Corporate Finance, Equity Valuation, Data Analysis, Wealth Management, Leadership, Business Valuation, Public Speaking, Equities, Capital Markets, Photography, Sell Side
Education
James Madison University - College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Gonzaga College High School 2005 — 2009
FBR June 2013 - Present
Washington Golf & Country Club May 2005 - Present
Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Investments, Portfolio Management, Equity Trading, Corporate Finance, Equity Valuation, Data Analysis, Wealth Management, Leadership, Business Valuation, Public Speaking, Equities, Capital Markets, Photography, Sell Side
Education
James Madison University - College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Gonzaga College High School 2005 — 2009
Scott Abookire's FBR Experience May 2008 - August 2008
Job Senior Investment Analyst at The Metropolitan Museum of Art
Industry Investment Management
Experience
The Metropolitan Museum of Art July 2014 - Present
The Metropolitan Museum of Art September 2011 - June 2014
Cambridge Associates March 2010 - August 2011
FBR May 2008 - August 2008
Skills
Finance, Alternative Investments, Due Diligence, Hedge Funds, Asset Allocation, Private Equity, Equities, Portfolio Management, Asset Managment, Investment Banking, Fixed Income, Investment Management, Financial Modeling, Investment Strategies
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
Indiana University Bloomington 2005 — 2009
BS, Finance, Political Science (Minor)
The Metropolitan Museum of Art July 2014 - Present
The Metropolitan Museum of Art September 2011 - June 2014
Cambridge Associates March 2010 - August 2011
FBR May 2008 - August 2008
Skills
Finance, Alternative Investments, Due Diligence, Hedge Funds, Asset Allocation, Private Equity, Equities, Portfolio Management, Asset Managment, Investment Banking, Fixed Income, Investment Management, Financial Modeling, Investment Strategies
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
Indiana University Bloomington 2005 — 2009
BS, Finance, Political Science (Minor)
Brad Beckwith's FBR Experience August 2004 - January 2008
Job Account Manager Bound Tree Medical
Industry Medical Devices
Experience
Bound Tree Medical January 2015 - Present
Distinctive Marble and Granite May 2013 - January 2015
Distinctive Marble and Granite May 2011 - May 2013
FBR August 2004 - January 2008
Cyberads Inc July 2002 - July 2004
Metro Communications October 1998 - July 2003
Skills
Sales, Business Development, New Business Development, Sales Management, Relationship Management, Team Building, Customer Service, Selling, Commercial Business..., Team Leadership, Long Term Relationship..., Builders, Materials, Business Relationship..., Medical Devices, Medical Supplies, Account Management, Management, Strategy, Sales Operations, Marketing Strategy, Strategic Planning
Education
Franklin University 1995 — 1997
Bachelor's degree, Business/Commerce, General
The Ohio State University 1993 — 1995
Business/Commerce, General
Upper Arlington High School 1989 — 1993
College Prep, College Prep
Bound Tree Medical January 2015 - Present
Distinctive Marble and Granite May 2013 - January 2015
Distinctive Marble and Granite May 2011 - May 2013
FBR August 2004 - January 2008
Cyberads Inc July 2002 - July 2004
Metro Communications October 1998 - July 2003
Skills
Sales, Business Development, New Business Development, Sales Management, Relationship Management, Team Building, Customer Service, Selling, Commercial Business..., Team Leadership, Long Term Relationship..., Builders, Materials, Business Relationship..., Medical Devices, Medical Supplies, Account Management, Management, Strategy, Sales Operations, Marketing Strategy, Strategic Planning
Education
Franklin University 1995 — 1997
Bachelor's degree, Business/Commerce, General
The Ohio State University 1993 — 1995
Business/Commerce, General
Upper Arlington High School 1989 — 1993
College Prep, College Prep
Brian Welsh Brian Welsh's FBR Experience 2014 - Present
Job Equity Research at FBR Capital Markets
Industry Financial Services
Experience
FBR 2014 - Present
Technomics, Inc. 2010 - 2014
Northrop Grumman Corporation 2006 - 2010
SNL Financial 2005 - 2005
Noblis 2002 - 2004
Skills
Analysis, Operations Research, Data Analysis, Systems Engineering, Statistics, Risk Management, Program Management, Proposal Writing, Simulations, Statistical Modeling, Strategic Planning, Process Improvement, Modeling, Data Mining
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
George Mason University 2007 — 2009
MS, Operations Research
University of Virginia 2002 — 2006
BS, Systems Engineering
FBR 2014 - Present
Technomics, Inc. 2010 - 2014
Northrop Grumman Corporation 2006 - 2010
SNL Financial 2005 - 2005
Noblis 2002 - 2004
Skills
Analysis, Operations Research, Data Analysis, Systems Engineering, Statistics, Risk Management, Program Management, Proposal Writing, Simulations, Statistical Modeling, Strategic Planning, Process Improvement, Modeling, Data Mining
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
George Mason University 2007 — 2009
MS, Operations Research
University of Virginia 2002 — 2006
BS, Systems Engineering
Gabriella Carbone Gabriella Carbone's FBR Experience May 2008 - July 2010
Job Associate Equity Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2015 - Present
Janney Montgomery Scott August 2010 - June 2015
FBR May 2008 - July 2010
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Capital IQ, Capital Markets, Financial Analysis, Bloomberg, Asset Management, Bonds, FINRA, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Investments, Financial Markets, Series 7
Education
James Madison University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Deutsche Bank August 2015 - Present
Janney Montgomery Scott August 2010 - June 2015
FBR May 2008 - July 2010
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Capital IQ, Capital Markets, Financial Analysis, Bloomberg, Asset Management, Bonds, FINRA, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Investments, Financial Markets, Series 7
Education
James Madison University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Kelly Bethke Kelly Bethke's FBR Experience February 2009 - October 2012
Job Student Worker at Union South UW Madison
Industry Music
Experience
Union South UW Madison March 2011 - August 2013
Zing Revolution July 2013 - July 2013
FBR February 2009 - October 2012
Capital Records November 2008 - September 2011
Milaeger's August 2006 - August 2010
Skills
Microsoft Office, Photoshop, Final Cut Pro, Social Networking, Social Media Marketing
Education
University of Wisconsin-Madison 2008 — 2013
Bachelor of Arts (B.A.), Arts
Gateway Technical College 2009 — 2009
Marketing and Public Relations
Union South UW Madison March 2011 - August 2013
Zing Revolution July 2013 - July 2013
FBR February 2009 - October 2012
Capital Records November 2008 - September 2011
Milaeger's August 2006 - August 2010
Skills
Microsoft Office, Photoshop, Final Cut Pro, Social Networking, Social Media Marketing
Education
University of Wisconsin-Madison 2008 — 2013
Bachelor of Arts (B.A.), Arts
Gateway Technical College 2009 — 2009
Marketing and Public Relations
Jason Bargnes Jason Bargnes's FBR Experience May 2007 - November 2012
Job Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton December 2012 - Present
FBR May 2007 - November 2012
Education
The George Washington University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, Public Policy, Strategic Management
Indiana University Bloomington 2002 — 2006
Bachelor of Arts (B.A.), Political Science, Sociology
Booz Allen Hamilton December 2012 - Present
FBR May 2007 - November 2012
Education
The George Washington University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, Public Policy, Strategic Management
Indiana University Bloomington 2002 — 2006
Bachelor of Arts (B.A.), Political Science, Sociology
Heather Rosenkoetter Heather Rosenkoetter's FBR Experience April 2011 - April 2012
Job Managing Director at EJF Capital LLC
Industry Financial Services
Experience
EJF Capital LLC July 2013 - Present
Promontory Interfinancial Network April 2012 - June 2013
FBR April 2011 - April 2012
FBR January 2000 - April 2011
Skills
Investments, Equity Research, Finance, Equities
Education
Illinois State University 1988 — 1992
Bachelor of Science (BS), Finance, General
EJF Capital LLC July 2013 - Present
Promontory Interfinancial Network April 2012 - June 2013
FBR April 2011 - April 2012
FBR January 2000 - April 2011
Skills
Investments, Equity Research, Finance, Equities
Education
Illinois State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Elliott Elbaz Elliott Elbaz's FBR Experience June 2004 - October 2011
Job Founder at Gordian Wealth Advisors
Industry Financial Services
Experience
Gordian Wealth Advisors November 2011 - Present
FBR June 2004 - October 2011
Wells Fargo Securities 1998 - June 2004
The Chatterjee Group 1992 - 1997
Bain & Company 1989 - 1992
Skills
Equities, Portfolio Management, Equity Research, Capital Markets, Hedge Funds, Asset Management, Investments, Corporate Finance, Wealth Management, Mutual Funds, Funding, Hedging, Valuation, Due Diligence, Financial Modeling, Private Equity
Education
Northeastern University
BA, International Business & Marketing
Gordian Wealth Advisors November 2011 - Present
FBR June 2004 - October 2011
Wells Fargo Securities 1998 - June 2004
The Chatterjee Group 1992 - 1997
Bain & Company 1989 - 1992
Skills
Equities, Portfolio Management, Equity Research, Capital Markets, Hedge Funds, Asset Management, Investments, Corporate Finance, Wealth Management, Mutual Funds, Funding, Hedging, Valuation, Due Diligence, Financial Modeling, Private Equity
Education
Northeastern University
BA, International Business & Marketing
Anil Punyapu Anil Punyapu's FBR Experience September 1999 - January 2002
Job Vice President, Enterprise Sales & Partnerships
Industry Information Technology and Services
Experience
Cvent December 2003 - Present
Entertainment Ventures January 2002 - October 2002
FBR September 1999 - January 2002
Skills
Strategic Partnerships, Strategic Planning, Business Strategy, Event Management, Travel Management, Contract Negotiations, Negotiation, Enterprise Solution..., Enterprise Technology..., Challenger Sales, Channel Strategy, Sales, Cloud Computing, Contract Negotiation, SaaS, Email Marketing, Social Enterprise, Event Marketing Strategy, Start-up Ventures, Early-stage Startups, Managing Meetings, Corporate Strategy..., Management, Selling, Business Planning, Product Management, Venture Capital
Education
University of Maryland Carey School of Law 1997 — 2000
Juris Doctor, Banking, Corporate, Finance, and Securities Law, with Honors
The Johns Hopkins University 1997 — 1998
Healthcare
Louisiana State University and Agricultural and Mechanical College 1991 — 1995
B.S., Biochemistry
MES Indian High School 1987 — 1991
High School DIploma, 76% (Valedictorian)
Cvent December 2003 - Present
Entertainment Ventures January 2002 - October 2002
FBR September 1999 - January 2002
Skills
Strategic Partnerships, Strategic Planning, Business Strategy, Event Management, Travel Management, Contract Negotiations, Negotiation, Enterprise Solution..., Enterprise Technology..., Challenger Sales, Channel Strategy, Sales, Cloud Computing, Contract Negotiation, SaaS, Email Marketing, Social Enterprise, Event Marketing Strategy, Start-up Ventures, Early-stage Startups, Managing Meetings, Corporate Strategy..., Management, Selling, Business Planning, Product Management, Venture Capital
Education
University of Maryland Carey School of Law 1997 — 2000
Juris Doctor, Banking, Corporate, Finance, and Securities Law, with Honors
The Johns Hopkins University 1997 — 1998
Healthcare
Louisiana State University and Agricultural and Mechanical College 1991 — 1995
B.S., Biochemistry
MES Indian High School 1987 — 1991
High School DIploma, 76% (Valedictorian)
Bakhodir Khodjayev Bakhodir Khodjayev's FBR Experience June 2009 - August 2009
Job Finance Controller at Olam International
Industry International Trade and Development
Experience
Olam International March 2013 - July 2014
Olam International July 2011 - February 2013
Olam Americas August 2010 - June 2011
FBR June 2009 - August 2009
Olam International November 2004 - August 2008
Newmont Mining Corporation June 2004 - November 2004
Skills
Forecasting, CMA, Accounting, Strategic Planning, Analysis, Valuation, Financial Modeling, Managerial Finance, Financial Analysis, Project Management, Risk Management, Corporate Finance, Project Finance, Financial Reporting, Market Research, IFRS, Due Diligence, Strategic Financial..., Finance, Consolidation, Business Planning, Banking, Financial Audits, Investments, Economics, Sarbanes-Oxley Act, US GAAP, Cash Management, Financial Accounting, Treasury Management, MIS, Trading, Investment Banking, Business Strategy, Internal Controls, Auditing, Cost Accounting, Business Analysis, Pricing, Variance Analysis, Competitive Analysis, Business Valuation, Portfolio Management, Mergers & Acquisitions, Cash Flow, Treasury, Management Consulting, Internal Audit, Budgets, Derivatives
Education
William E. Simon School of Business 2008 — 2010
MBA, Finance, Organizational and Competitive Strategy
Emory University - Goizueta Business School 1999 — 2001
BBA, Finance and Corporate Accounting
University of World Economy and Diplomacy 1997 — 1999
BS (transferred), International Economic Relations
Olam International March 2013 - July 2014
Olam International July 2011 - February 2013
Olam Americas August 2010 - June 2011
FBR June 2009 - August 2009
Olam International November 2004 - August 2008
Newmont Mining Corporation June 2004 - November 2004
Skills
Forecasting, CMA, Accounting, Strategic Planning, Analysis, Valuation, Financial Modeling, Managerial Finance, Financial Analysis, Project Management, Risk Management, Corporate Finance, Project Finance, Financial Reporting, Market Research, IFRS, Due Diligence, Strategic Financial..., Finance, Consolidation, Business Planning, Banking, Financial Audits, Investments, Economics, Sarbanes-Oxley Act, US GAAP, Cash Management, Financial Accounting, Treasury Management, MIS, Trading, Investment Banking, Business Strategy, Internal Controls, Auditing, Cost Accounting, Business Analysis, Pricing, Variance Analysis, Competitive Analysis, Business Valuation, Portfolio Management, Mergers & Acquisitions, Cash Flow, Treasury, Management Consulting, Internal Audit, Budgets, Derivatives
Education
William E. Simon School of Business 2008 — 2010
MBA, Finance, Organizational and Competitive Strategy
Emory University - Goizueta Business School 1999 — 2001
BBA, Finance and Corporate Accounting
University of World Economy and Diplomacy 1997 — 1999
BS (transferred), International Economic Relations
Lorraine Kroeger Lorraine Kroeger's FBR Experience January 2013 - Present
Job Tax Director, FBR
Industry Accounting
Experience
FBR January 2013 - Present
RyanSharkey, LLP July 2006 - January 2013
Grant Thornton 1996 - 2003
Legal & General America January 1992 - May 1994
Skills
Tax Research
Education
University of Tennessee-Knoxville
Bachelors of Art, English Literature
University of Tennessee-Knoxville - College of Business Administration
Masters of Accountancy, Tax
FBR January 2013 - Present
RyanSharkey, LLP July 2006 - January 2013
Grant Thornton 1996 - 2003
Legal & General America January 1992 - May 1994
Skills
Tax Research
Education
University of Tennessee-Knoxville
Bachelors of Art, English Literature
University of Tennessee-Knoxville - College of Business Administration
Masters of Accountancy, Tax
Patrick Hughes Patrick Hughes's FBR Experience August 2006 - December 2008
Job Partner at Height Securities, LLC
Industry Financial Services
Experience
Height Securities January 2009 - Present
FBR August 2006 - December 2008
Lincoln Group April 2006 - August 2006
Corporate Risk International November 2004 - April 2006
Skills
Energy Policy, Policy Research, Oil & Gas Industry, Natural Gas, Legislative Research, Regulatory Analysis, Financial Analysis, Hedge Funds, Corporate Finance
Education
Georgetown University 2001 — 2005
Bachelor's Degree, Political Economy
Peking University 2004 — 2004
Belmont Hill School 1995 — 2001
High School
Rye Country Day School 1998 — 1999
Height Securities January 2009 - Present
FBR August 2006 - December 2008
Lincoln Group April 2006 - August 2006
Corporate Risk International November 2004 - April 2006
Skills
Energy Policy, Policy Research, Oil & Gas Industry, Natural Gas, Legislative Research, Regulatory Analysis, Financial Analysis, Hedge Funds, Corporate Finance
Education
Georgetown University 2001 — 2005
Bachelor's Degree, Political Economy
Peking University 2004 — 2004
Belmont Hill School 1995 — 2001
High School
Rye Country Day School 1998 — 1999
J.D. Pellecchia, CFP®, CIMA® J.D. Pellecchia, CFP®, CIMA®'s FBR Experience 1997 - 1999
Job President, Pellecchia Financial Services
Industry Investment Management
Experience
Pellecchia Financial Services March 2007 - Present
Bank of America Private Bank February 2006 - March 2007
Merrill Lynch June 2000 - February 2006
Dolphin Capital Management December 1998 - June 2000
FBR 1997 - 1999
United States Marine Corps 1989 - 1997
Skills
Certified Financial..., Ceritified Investment..., Life Planning, Financial Planning, Wealth Manager, Asset Management, Investments, Insurance, Retirement Planning, Education Planning, Financial Planners
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, International Business
Marine Corps University 1989 — 1997
Officer of Marines, Naval Aviation
Florida State University - College of Business 1984 — 1989
Bachelor of Science, Accounting and Finance
Charlotte High School 1980 — 1984
Pellecchia Financial Services March 2007 - Present
Bank of America Private Bank February 2006 - March 2007
Merrill Lynch June 2000 - February 2006
Dolphin Capital Management December 1998 - June 2000
FBR 1997 - 1999
United States Marine Corps 1989 - 1997
Skills
Certified Financial..., Ceritified Investment..., Life Planning, Financial Planning, Wealth Manager, Asset Management, Investments, Insurance, Retirement Planning, Education Planning, Financial Planners
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, International Business
Marine Corps University 1989 — 1997
Officer of Marines, Naval Aviation
Florida State University - College of Business 1984 — 1989
Bachelor of Science, Accounting and Finance
Charlotte High School 1980 — 1984
Bob Ramsey Bob Ramsey's FBR Experience 2004 - Present
Job Analyst at FBR
Industry Investment Banking
Experience
FBR 2004 - Present
Wachovia Securities Financial Network November 1998 - July 2002
Process Development Corporation September 1997 - September 1998
Skills
Investment Banking, Equity Research, Valuation, Bloomberg, Capital Markets, Equities, Financial Modeling, Private Equity, Equity Valuation, Hedge Funds, Fixed Income, LBO, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Capital IQ, Alternative Investments, Investments
Education
Hampden-Sydney College
Bachelor of Arts (B.A.), Economics
The College of William and Mary
Master of Business Administration (MBA)
FBR 2004 - Present
Wachovia Securities Financial Network November 1998 - July 2002
Process Development Corporation September 1997 - September 1998
Skills
Investment Banking, Equity Research, Valuation, Bloomberg, Capital Markets, Equities, Financial Modeling, Private Equity, Equity Valuation, Hedge Funds, Fixed Income, LBO, Corporate Finance, DCF, Derivatives, Due Diligence, Emerging Markets, Capital IQ, Alternative Investments, Investments
Education
Hampden-Sydney College
Bachelor of Arts (B.A.), Economics
The College of William and Mary
Master of Business Administration (MBA)
Jacob Hughes Jacob Hughes's FBR Experience July 2012 - May 2013
Job Equity Research Associate at RBC Capital Markets; CFA Level II Candidate
Industry Financial Services
Experience
RBC Capital Markets May 2013 - Present
FBR July 2012 - May 2013
Wunderlich Securities January 2010 - June 2012
Wye River Group June 2007 - December 2009
Citi May 2006 - August 2006
Skills
Equity Research, Equities, Series 7, Bloomberg, Financial Modeling, Valuation, Investment Banking, Capital Markets, Series 63, Portfolio Management, Public Finance, Investments, FactSet, Microsoft Office, Series 87, Series 86, CFA Level II Candidate, Mergers, Hedge Funds, Asset Management, DCF, Investment Management, Equity Capital Markets, Mergers & Acquisitions
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
RBC Capital Markets May 2013 - Present
FBR July 2012 - May 2013
Wunderlich Securities January 2010 - June 2012
Wye River Group June 2007 - December 2009
Citi May 2006 - August 2006
Skills
Equity Research, Equities, Series 7, Bloomberg, Financial Modeling, Valuation, Investment Banking, Capital Markets, Series 63, Portfolio Management, Public Finance, Investments, FactSet, Microsoft Office, Series 87, Series 86, CFA Level II Candidate, Mergers, Hedge Funds, Asset Management, DCF, Investment Management, Equity Capital Markets, Mergers & Acquisitions
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Alec Maliwanag's FBR Experience June 2013 - September 2013
Job Analyst/Educator
Industry Computer Software
Experience
Joy English School January 2015 - July 2015
Independent September 2014 - December 2014
Faulconer Art Gallery September 2013 - December 2013
FBR June 2013 - September 2013
Bob's Cafe January 2010 - December 2012
Pelican House Productions May 2011 - June 2011
Lyman Kona Coffee Farm February 2011 - May 2011
The S&B Newspaper February 2010 - December 2010
FBR June 2010 - August 2010
FBR June 2008 - August 2008
Skills
Data Analysis, Research, Statistics, Qualitative Research, Critical Thinking, SPSS, Event Planning, Microsoft Word, Blogging, Public Speaking, Report Writing, Nonprofits, PowerPoint
Education
Grinnell College 2009 — 2013
Bachelor of Arts (B.A.), Philosophy
Grinnell College 2009 — 2013
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Joy English School January 2015 - July 2015
Independent September 2014 - December 2014
Faulconer Art Gallery September 2013 - December 2013
FBR June 2013 - September 2013
Bob's Cafe January 2010 - December 2012
Pelican House Productions May 2011 - June 2011
Lyman Kona Coffee Farm February 2011 - May 2011
The S&B Newspaper February 2010 - December 2010
FBR June 2010 - August 2010
FBR June 2008 - August 2008
Skills
Data Analysis, Research, Statistics, Qualitative Research, Critical Thinking, SPSS, Event Planning, Microsoft Word, Blogging, Public Speaking, Report Writing, Nonprofits, PowerPoint
Education
Grinnell College 2009 — 2013
Bachelor of Arts (B.A.), Philosophy
Grinnell College 2009 — 2013
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Albert Periu Albert Periu's FBR Experience December 2005 - November 2011
Job Head of Capital Markets, Funding Circle USA
Industry Financial Services
Experience
Funding Circle USA October 2012 - Present
Prolific Interactive April 2013 - January 2015
Telsey Advisory Group January 2012 - October 2012
FBR December 2005 - November 2011
Merrill Lynch 2003 - 2005
Deutsche Bank 2001 - 2003
Skills
Valuation, Financial Modeling, Investment Banking, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, International Business
St. Joseph's High School
Funding Circle USA October 2012 - Present
Prolific Interactive April 2013 - January 2015
Telsey Advisory Group January 2012 - October 2012
FBR December 2005 - November 2011
Merrill Lynch 2003 - 2005
Deutsche Bank 2001 - 2003
Skills
Valuation, Financial Modeling, Investment Banking, Equities
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, International Business
St. Joseph's High School
Chad Rubin's FBR Experience September 2007 - February 2009
Job
Industry Internet
Experience
Skubana 2014 - Present
General Assembly June 2013 - Present
Crucial Vacuum September 2009 - Present
FBR September 2007 - February 2009
Thomas Weisel Partners LLC. December 2006 - September 2007
Ryan Beck & Co. June 2006 - September 2006
Skills
E-commerce, Multi-channel Marketing, Cross-Channel, Equity Research, Financial Modeling, Strategy, Analysis, Financial Analysis, Finance, Private Equity, Integrated Marketing, Valuation, Pricing, Economics, Retail, Equities, Due Diligence, Financial Services, Start-ups, Investments, Banking, Strategic Partnerships, Analytics, Hedge Funds, Sales, Competitive Analysis, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Bloomberg, Market Research, Process Automation, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2003 — 2006
B.B.A, Finance
University of Massachusetts, Amherst 2003 — 2006
BBA, Finance
Skubana 2014 - Present
General Assembly June 2013 - Present
Crucial Vacuum September 2009 - Present
FBR September 2007 - February 2009
Thomas Weisel Partners LLC. December 2006 - September 2007
Ryan Beck & Co. June 2006 - September 2006
Skills
E-commerce, Multi-channel Marketing, Cross-Channel, Equity Research, Financial Modeling, Strategy, Analysis, Financial Analysis, Finance, Private Equity, Integrated Marketing, Valuation, Pricing, Economics, Retail, Equities, Due Diligence, Financial Services, Start-ups, Investments, Banking, Strategic Partnerships, Analytics, Hedge Funds, Sales, Competitive Analysis, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Bloomberg, Market Research, Process Automation, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2003 — 2006
B.B.A, Finance
University of Massachusetts, Amherst 2003 — 2006
BBA, Finance
Josh Shapiro Josh Shapiro's FBR Experience May 2014 - July 2015
Job Associate Energy Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
FBR May 2014 - July 2015
MGM Resorts International June 2013 - August 2013
FBR February 2011 - July 2012
FBR June 2008 - February 2011
Skills
Bloomberg, Excel, PowerPoint, SNL Financial, Factset, Equities, Microsoft Excel, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Investments, Corporate Finance, Finance, Valuation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
RBC Capital Markets August 2015 - Present
FBR May 2014 - July 2015
MGM Resorts International June 2013 - August 2013
FBR February 2011 - July 2012
FBR June 2008 - February 2011
Skills
Bloomberg, Excel, PowerPoint, SNL Financial, Factset, Equities, Microsoft Excel, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Investments, Corporate Finance, Finance, Valuation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
J. Aubrey Chavez J. Aubrey Chavez's FBR Experience August 2010 - September 2012
Job Administrative and Project Management Professional
Industry Program Development
Experience
HCSC 2014 - 2015
Norvax August 2013 - November 2013
Strata Decision Technology September 2012 - August 2013
FBR August 2010 - September 2012
US Census Bureau April 2009 - August 2010
CTR Investments & Consulting, Inc. September 2008 - April 2009
Sassafras Enterprises, Inc. September 2007 - June 2008
Target 2006 - 2007
Skills
Administrative..., Outlook, Microsoft Excel, Bloomberg, Research, Office Management, PowerPoint, Spreadsheets, Fundraising, Microsoft Office, Investment Banking, Event Planning, Microsoft Word, Finance, Organizational..., Management, Project Management, Data Analysis, Training
Education
The George Washington University 2011 — 2012
Master's of Organizational Sciences, Organizational Management
Loyola University of Chicago 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Loyola University of Chicago 2002 — 2006
Bachelor of Science (B.S.), Psychology
HCSC 2014 - 2015
Norvax August 2013 - November 2013
Strata Decision Technology September 2012 - August 2013
FBR August 2010 - September 2012
US Census Bureau April 2009 - August 2010
CTR Investments & Consulting, Inc. September 2008 - April 2009
Sassafras Enterprises, Inc. September 2007 - June 2008
Target 2006 - 2007
Skills
Administrative..., Outlook, Microsoft Excel, Bloomberg, Research, Office Management, PowerPoint, Spreadsheets, Fundraising, Microsoft Office, Investment Banking, Event Planning, Microsoft Word, Finance, Organizational..., Management, Project Management, Data Analysis, Training
Education
The George Washington University 2011 — 2012
Master's of Organizational Sciences, Organizational Management
Loyola University of Chicago 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Loyola University of Chicago 2002 — 2006
Bachelor of Science (B.S.), Psychology
Lisa Berger's FBR Experience September 2008 - April 2011
Job HR Generalist at Cigital, Inc
Industry Information Technology and Services
Experience
Cigital, Inc March 2014 - Present
Excentium April 2011 - March 2014
FBR September 2008 - April 2011
Basheer and Edgemoore February 2008 - September 2008
Skills
Human Resources, Security Clearance, DoD, Government, Policy, Software Documentation, Proposal Writing, Leadership, Security, Process Improvement, Analysis, Program Management, Onboarding, System Administration, Employee Benefits, Training, Management, Microsoft Office
Education
Longwood University 2004 — 2007
B.S, Psychology, Political Science
Cigital, Inc March 2014 - Present
Excentium April 2011 - March 2014
FBR September 2008 - April 2011
Basheer and Edgemoore February 2008 - September 2008
Skills
Human Resources, Security Clearance, DoD, Government, Policy, Software Documentation, Proposal Writing, Leadership, Security, Process Improvement, Analysis, Program Management, Onboarding, System Administration, Employee Benefits, Training, Management, Microsoft Office
Education
Longwood University 2004 — 2007
B.S, Psychology, Political Science
Mike Baum, CFA Mike Baum, CFA's FBR Experience 2001 - 2009
Job Founder at Research League
Industry Internet
Experience
Research League 2011 - Present
Height Analytics 2009 - 2011
FBR 2001 - 2009
Credit Suisse 1999 - 1999
Skills
Securities Research, Deal Execution, Public Policy Research, Education Reform, Computer Science, Sales and Trading, Financial Services..., Energy Equity Research, Special Situations, Wine, Food, Nunchuku Skills
Education
Stanford University 2011 — 2012
Computer Science
James Madison University 1996 — 2000
BA, Finance
Research League 2011 - Present
Height Analytics 2009 - 2011
FBR 2001 - 2009
Credit Suisse 1999 - 1999
Skills
Securities Research, Deal Execution, Public Policy Research, Education Reform, Computer Science, Sales and Trading, Financial Services..., Energy Equity Research, Special Situations, Wine, Food, Nunchuku Skills
Education
Stanford University 2011 — 2012
Computer Science
James Madison University 1996 — 2000
BA, Finance
Patrick DeJesus's FBR Experience August 2012 - Present
Job Institutional Equity Sales at FBR
Industry Financial Services
Experience
FBR August 2012 - Present
RuffaloCODY October 2009 - April 2012
The Boston Consulting Group June 2011 - August 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Conversational Spanish, Visio, Outlook, Access, Microsoft Word, Social Media, Financial Analysis, Microsoft Excel, Fundraising, Salesforce.com, Social Media Marketing
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (BS), Finance
The Belmont Hill School 2004 — 2008
FBR August 2012 - Present
RuffaloCODY October 2009 - April 2012
The Boston Consulting Group June 2011 - August 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Conversational Spanish, Visio, Outlook, Access, Microsoft Word, Social Media, Financial Analysis, Microsoft Excel, Fundraising, Salesforce.com, Social Media Marketing
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (BS), Finance
The Belmont Hill School 2004 — 2008
Jacqueline Appel's FBR Experience April 2007 - June 2009
Job Sales & Marketing Coordinator at Washington Fine Properties
Industry Apparel & Fashion
Experience
Washington Fine Properties March 2014 - Present
Smathers & Branson August 2009 - March 2014
FBR April 2007 - June 2009
Connelly School of the Holy Child December 2004 - April 2007
Skills
Equities, Event Management, Event Planning, Fundraising, Marketing, Public Relations, Public Speaking, Sales, Series 63, Series 7, Social Media, Strategic Communications, Strategic Planning, Marketing Strategy, Management, Organization Skills
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Arts (BA), Communications
Connelly School of the Holy Child
Washington Fine Properties March 2014 - Present
Smathers & Branson August 2009 - March 2014
FBR April 2007 - June 2009
Connelly School of the Holy Child December 2004 - April 2007
Skills
Equities, Event Management, Event Planning, Fundraising, Marketing, Public Relations, Public Speaking, Sales, Series 63, Series 7, Social Media, Strategic Communications, Strategic Planning, Marketing Strategy, Management, Organization Skills
Education
Loyola College in Maryland 2000 — 2004
Bachelor of Arts (BA), Communications
Connelly School of the Holy Child
Christina Fedak Christina Fedak's FBR Experience May 2005 - August 2005
Job Nursery Director at Community Church
Industry Health, Wellness and Fitness
Experience
The Community Church October 2014 - Present
RAINN January 2013 - Present
The Community for Creative Non-Violence (CCNV) October 2011 - August 2012
Institute of Medicine August 2011 - August 2012
George Mason University August 2010 - August 2011
Entertainment Industries Council, Inc. May 2010 - August 2011
ALIVE January 2010 - May 2010
AMC Theatres September 2005 - August 2009
FBR May 2005 - August 2005
Skills
Microsoft Office 2007, Constant Contact, Radiant, Outlook, Microsoft Office 2010, Team Management, Human Resources, Customer Service, Research, Health, Windows, Microsoft Office, Policy, Social Networking, Nonprofits, Public Speaking, Leadership, Event Planning, Editing, Recruiting, Time Management, Office 2010, Community Outreach
Education
George Mason University 2009 — 2011
Bachelor of Science, Community Health; Health Education; Nutrition, summa cum laude
George C. Marshall High School 2001 — 2005
Kilmer Middle School
The Community Church October 2014 - Present
RAINN January 2013 - Present
The Community for Creative Non-Violence (CCNV) October 2011 - August 2012
Institute of Medicine August 2011 - August 2012
George Mason University August 2010 - August 2011
Entertainment Industries Council, Inc. May 2010 - August 2011
ALIVE January 2010 - May 2010
AMC Theatres September 2005 - August 2009
FBR May 2005 - August 2005
Skills
Microsoft Office 2007, Constant Contact, Radiant, Outlook, Microsoft Office 2010, Team Management, Human Resources, Customer Service, Research, Health, Windows, Microsoft Office, Policy, Social Networking, Nonprofits, Public Speaking, Leadership, Event Planning, Editing, Recruiting, Time Management, Office 2010, Community Outreach
Education
George Mason University 2009 — 2011
Bachelor of Science, Community Health; Health Education; Nutrition, summa cum laude
George C. Marshall High School 2001 — 2005
Kilmer Middle School
Christopher Mantle Christopher Mantle's FBR Experience May 2000 - December 2002
Job Founder at WIDAT Group LLC
Industry Financial Services
Experience
WIDAT Group LLC 2003 - Present
FBR May 2000 - December 2002
Gabelli 1993 - 1999
Skills
Portfolio Management, Technical Analysis, Fundamental Analysis, Manage Indexed Portfolio, Wireless Communications..., Wireless Newsletter..., Wireless Research, Hedge Funds, Investments, Equities, Equity Research, Capital Markets, Equity Trading, Asset Management, Alternative Investments, Private Equity, Valuation, Financial Modeling, Bloomberg, Securities, Fixed Income, Investment Banking, Financial Analysis
Education
Fordham University 1996 — 1999
BA, Economics & Minor in Finance - Summa Cum Laude
Fordham University
WIDAT Group LLC 2003 - Present
FBR May 2000 - December 2002
Gabelli 1993 - 1999
Skills
Portfolio Management, Technical Analysis, Fundamental Analysis, Manage Indexed Portfolio, Wireless Communications..., Wireless Newsletter..., Wireless Research, Hedge Funds, Investments, Equities, Equity Research, Capital Markets, Equity Trading, Asset Management, Alternative Investments, Private Equity, Valuation, Financial Modeling, Bloomberg, Securities, Fixed Income, Investment Banking, Financial Analysis
Education
Fordham University 1996 — 1999
BA, Economics & Minor in Finance - Summa Cum Laude
Fordham University
Mike Lardis Mike Lardis's FBR Experience June 2010 - November 2011
Job Finance Professional
Industry Investment Banking
Experience
Merrill Lynch 2013 - 2014
Deutsche Bank April 2012 - June 2013
FBR June 2010 - November 2011
Cohen & Company October 2005 - April 2010
Stout Risius Ross 2004 - 2005
Mercantile Safe Deposit & Trust Co 2003 - 2004
Skills
Equity Research, Financial Analysis, Finance, Capital Markets, Investments, Due Diligence, Financial Modeling, Valuation, Loans, IPO, Securities, Investment Banking, Hedge Funds, Portfolio Management, Equities, Structured Finance, Fixed Income, Corporate Finance, Bonds, Banking, Insurance, Asset Management, Business Analysis, Trading, Cash Flow, Credit, Private Placements, Credit Analysis, Financial Markets, Private Equity, Derivatives, Series 7, Bloomberg, Alternative Investments, DCF, Equity Valuation, Sales
Education
Kent State University 1998 — 2002
BBA, Finance
Kent State University 1998 — 2002
Bachelor's degree, Finance, General
Merrill Lynch 2013 - 2014
Deutsche Bank April 2012 - June 2013
FBR June 2010 - November 2011
Cohen & Company October 2005 - April 2010
Stout Risius Ross 2004 - 2005
Mercantile Safe Deposit & Trust Co 2003 - 2004
Skills
Equity Research, Financial Analysis, Finance, Capital Markets, Investments, Due Diligence, Financial Modeling, Valuation, Loans, IPO, Securities, Investment Banking, Hedge Funds, Portfolio Management, Equities, Structured Finance, Fixed Income, Corporate Finance, Bonds, Banking, Insurance, Asset Management, Business Analysis, Trading, Cash Flow, Credit, Private Placements, Credit Analysis, Financial Markets, Private Equity, Derivatives, Series 7, Bloomberg, Alternative Investments, DCF, Equity Valuation, Sales
Education
Kent State University 1998 — 2002
BBA, Finance
Kent State University 1998 — 2002
Bachelor's degree, Finance, General
Ned Armstrong Ned Armstrong's FBR Experience June 1989 - August 2008
Job Providing CFO services for busy entrepreneurs
Industry Financial Services
Experience
Capitol CFO Solutions 2008 - Present
FBR June 1989 - August 2008
Johnston Lemom & Co. 1988 - 1989
Equity Group Holdings 1984 - 1988
Mid South Building Supply, Inc. 1978 - 1982
Skills
Private Equity, Finance, Business Valuation, Financial Modeling, Financial Analysis, Business Strategy, Mergers & Acquisitions, Private Placements, Banking, Due Diligence, IPO, Loans, Venture Capital, Securities, Risk management and..., Corporate Financial..., Cash Flow Management, Cash Flow Forecasting, Treasury Management, Business Analysis, Expansion Strategy, Profitability analysis, Accounting Systems, Business Forecasting, Financial Management, Managerial Finance
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance and Marketing
Miami University 1974 — 1978
B.S. Business, Accountancy
Wootton HS 1970 — 1974
Diploma
Capitol CFO Solutions 2008 - Present
FBR June 1989 - August 2008
Johnston Lemom & Co. 1988 - 1989
Equity Group Holdings 1984 - 1988
Mid South Building Supply, Inc. 1978 - 1982
Skills
Private Equity, Finance, Business Valuation, Financial Modeling, Financial Analysis, Business Strategy, Mergers & Acquisitions, Private Placements, Banking, Due Diligence, IPO, Loans, Venture Capital, Securities, Risk management and..., Corporate Financial..., Cash Flow Management, Cash Flow Forecasting, Treasury Management, Business Analysis, Expansion Strategy, Profitability analysis, Accounting Systems, Business Forecasting, Financial Management, Managerial Finance
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance and Marketing
Miami University 1974 — 1978
B.S. Business, Accountancy
Wootton HS 1970 — 1974
Diploma
Brewer Stone Brewer Stone's FBR Experience March 2008 - August 2010
Job Managing Director, International Investment Banking at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities January 2011 - Present
Ridgecrest Capital Partners August 2010 - January 2011
FBR March 2008 - August 2010
East Peak Advisors March 2002 - March 2008
Crimson Investment May 2001 - December 2001
Prudential Volpe Technology Group July 2000 - February 2001
Prudential Securities Asia March 1998 - July 2000
Prudential Securities China April 1994 - March 1998
American Chamber of Commerce in Shanghai, China 1996 - 1998
Skills
Private Placements, Mergers, Investment Banking, IPO, Financial Advisory, Fundraising, Growth Capital, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, Capital Markets, Corporate Finance, Equity Research, Mergers & Acquisitions, Emerging Markets, Strategic Planning, Investor Relations, Alternative Investments, Asset Management, Investments, Equities, Strategy, M&A experience, Technology, International Relations, Hedge Funds, Portfolio Management, Corporate Development, Investment Properties, Investment Strategies, Money Management, International Business, International Project...
Education
Harvard University 1986 — 1994
Ph.D.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A.
U.C. Berkeley 1978 — 1983
B.A.
Pacific Crest Securities January 2011 - Present
Ridgecrest Capital Partners August 2010 - January 2011
FBR March 2008 - August 2010
East Peak Advisors March 2002 - March 2008
Crimson Investment May 2001 - December 2001
Prudential Volpe Technology Group July 2000 - February 2001
Prudential Securities Asia March 1998 - July 2000
Prudential Securities China April 1994 - March 1998
American Chamber of Commerce in Shanghai, China 1996 - 1998
Skills
Private Placements, Mergers, Investment Banking, IPO, Financial Advisory, Fundraising, Growth Capital, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, Capital Markets, Corporate Finance, Equity Research, Mergers & Acquisitions, Emerging Markets, Strategic Planning, Investor Relations, Alternative Investments, Asset Management, Investments, Equities, Strategy, M&A experience, Technology, International Relations, Hedge Funds, Portfolio Management, Corporate Development, Investment Properties, Investment Strategies, Money Management, International Business, International Project...
Education
Harvard University 1986 — 1994
Ph.D.
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A.
U.C. Berkeley 1978 — 1983
B.A.
Joe Stuntz, CISSP Joe Stuntz, CISSP's FBR Experience May 2007 - August 2007
Job IT Security Policy, EGov Cyber and National Security Unit, Office of EGovernment and IT
Industry Information Technology and Services
Experience
Office of Management and Budget, Executive Office of the President March 2015 - Present
Hope Marietta Foundation October 2010 - Present
Kantara Initiative October 2011 - February 2015
Deloitte September 2011 - February 2015
Deloitte Consulting August 2010 - September 2011
BearingPoint June 2008 - May 2009
FBR May 2007 - August 2007
U.S. House of Representatives June 2006 - August 2006
Skills
Management Consulting, Integration, Business Development, Business Process..., Management, Project Management, Identity Management, Wordsmithing, IT Strategy, Computer Security, ERP, Consulting, Governance, PMO, Business Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2014
MBA, Strategy and Finance
Naval Postgraduate School 2010 — 2011
Graduate Certificate, Federal and DoD Identity Management
James Madison University - College of Business 2004 — 2008
B.B.A, Management, Economics
St Stephens and St Agnes School 1992 — 2004
Office of Management and Budget, Executive Office of the President March 2015 - Present
Hope Marietta Foundation October 2010 - Present
Kantara Initiative October 2011 - February 2015
Deloitte September 2011 - February 2015
Deloitte Consulting August 2010 - September 2011
BearingPoint June 2008 - May 2009
FBR May 2007 - August 2007
U.S. House of Representatives June 2006 - August 2006
Skills
Management Consulting, Integration, Business Development, Business Process..., Management, Project Management, Identity Management, Wordsmithing, IT Strategy, Computer Security, ERP, Consulting, Governance, PMO, Business Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2014
MBA, Strategy and Finance
Naval Postgraduate School 2010 — 2011
Graduate Certificate, Federal and DoD Identity Management
James Madison University - College of Business 2004 — 2008
B.B.A, Management, Economics
St Stephens and St Agnes School 1992 — 2004
Nicholas Barr's FBR Experience May 2013 - January 2014
Job Senior Analyst, Charge Card Product Management at American Express
Industry Financial Services
Experience
American Express September 2015 - Present
Martha Stewart Living Omnimedia April 2014 - August 2015
FBR May 2013 - January 2014
Skills
Bloomberg, Raven Tools, Google Analytics, Omniture, Market Research, Photoshop, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Mac, Editing, Digital Media, Marketing, Research, Program Management
Education
Lehigh University - College of Business and Economics 2009 — 2013
B S In Business & Economics, Finance, 3.5
American Express September 2015 - Present
Martha Stewart Living Omnimedia April 2014 - August 2015
FBR May 2013 - January 2014
Skills
Bloomberg, Raven Tools, Google Analytics, Omniture, Market Research, Photoshop, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Strategic Planning, Mac, Editing, Digital Media, Marketing, Research, Program Management
Education
Lehigh University - College of Business and Economics 2009 — 2013
B S In Business & Economics, Finance, 3.5
James Suprenant James Suprenant's FBR Experience February 2000 - January 2005
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company February 2015 - Present
William Blair & Company February 2013 - February 2015
William Blair & Company June 2011 - February 2013
Oppenheimer & Co. January 2008 - May 2011
CIBC World Markets February 2006 - January 2008
Lehman Brothers January 2005 - February 2006
FBR February 2000 - January 2005
Skills
Series 7, Equities, Series 63, Alternative Investments, Investments, Capital Markets, Investment Banking, Valuation, Financial Modeling, Securities, Portfolio Management, Equity Research, IPO, M&A experience, LBO, Private Equity, Corporate Finance, Due Diligence, Strategic Alliances, Venture Capital, Bloomberg
Education
Georgetown University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
William Blair & Company February 2015 - Present
William Blair & Company February 2013 - February 2015
William Blair & Company June 2011 - February 2013
Oppenheimer & Co. January 2008 - May 2011
CIBC World Markets February 2006 - January 2008
Lehman Brothers January 2005 - February 2006
FBR February 2000 - January 2005
Skills
Series 7, Equities, Series 63, Alternative Investments, Investments, Capital Markets, Investment Banking, Valuation, Financial Modeling, Securities, Portfolio Management, Equity Research, IPO, M&A experience, LBO, Private Equity, Corporate Finance, Due Diligence, Strategic Alliances, Venture Capital, Bloomberg
Education
Georgetown University 1997 — 1999
Bachelor of Science (B.S.), Finance, General
University of Maryland - Robert H. Smith School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
Brian McGregor's FBR Experience 2008 - 2011
Job Senior Vice President Investments at The Sargent Investment Group of Wells Fargo Advisors
Industry Financial Services
Experience
The Sargent Investment Group of Wells Fargo Advisors September 2014 - Present
Deutsche Bank April 2013 - August 2014
FBR 2008 - 2011
Deutsche Bank 2006 - 2008
Deutsche Bank 2003 - 2006
Deutsche Bank June 2002 - August 2002
Skills
Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Trading, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Due Diligence, Structured Notes, Options, Bonds
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
Master of Finance (MSF)
The Johns Hopkins University - Carey Business School 2009 — 2012
Master of Business Administration (MBA), Real Estate
Middlebury College 1999 — 2003
Bachelor's degree, Economics
McDonogh School 1986 — 1999
The Sargent Investment Group of Wells Fargo Advisors September 2014 - Present
Deutsche Bank April 2013 - August 2014
FBR 2008 - 2011
Deutsche Bank 2006 - 2008
Deutsche Bank 2003 - 2006
Deutsche Bank June 2002 - August 2002
Skills
Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Trading, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Due Diligence, Structured Notes, Options, Bonds
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
Master of Finance (MSF)
The Johns Hopkins University - Carey Business School 2009 — 2012
Master of Business Administration (MBA), Real Estate
Middlebury College 1999 — 2003
Bachelor's degree, Economics
McDonogh School 1986 — 1999
Kara Wilson's FBR Experience 1998 - 1998
Job
Industry Management Consulting
Experience
MorganFranklin Consulting January 2015 - Present
MorganFranklin Consulting July 2011 - January 2015
MorganFranklin Corporation December 2008 - July 2011
Spherion March 2000 - November 2008
Alternative House December 1998 - March 2000
FBR 1998 - 1998
Skills
Recruiting, Talent Acquisition, Strategic Sourcing, Screening, Screening Resumes, Behavioral Interviewing, Management, Training, Internet Recruiting, Social Media, Technical Recruiting, Employee Relations, Applicant Tracking..., Benefits Administration, Management Consulting, Consulting, Operations Management, Leadership, Permanent Placement, Personnel Management, Cold Calling, Employee Training, Executive Search, Temporary Placement, Onboarding, Search, Talent Management, Human Resources, Sourcing, Interviews, Temporary Staffing, New Business Development, Staff Augmentation
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts, Psychology
George Mason University 2009 — 2009
Human Resource Management Certificate
MorganFranklin Consulting January 2015 - Present
MorganFranklin Consulting July 2011 - January 2015
MorganFranklin Corporation December 2008 - July 2011
Spherion March 2000 - November 2008
Alternative House December 1998 - March 2000
FBR 1998 - 1998
Skills
Recruiting, Talent Acquisition, Strategic Sourcing, Screening, Screening Resumes, Behavioral Interviewing, Management, Training, Internet Recruiting, Social Media, Technical Recruiting, Employee Relations, Applicant Tracking..., Benefits Administration, Management Consulting, Consulting, Operations Management, Leadership, Permanent Placement, Personnel Management, Cold Calling, Employee Training, Executive Search, Temporary Placement, Onboarding, Search, Talent Management, Human Resources, Sourcing, Interviews, Temporary Staffing, New Business Development, Staff Augmentation
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts, Psychology
George Mason University 2009 — 2009
Human Resource Management Certificate
Val Kimball, PMP's FBR Experience March 2006 - February 2007
Job Program Manager at Navy Federal Credit Union
Industry Information Technology and Services
Experience
Navy Federal Credit Union August 2010 - Present
FBR Capital Markets December 2007 - July 2010
FBR Capital Markets March 2007 - December 2007
FBR March 2006 - February 2007
Sunrise Senior Living March 2001 - March 2006
Sunrise Assisted Living 2001 - 2003
Skills
Vendor Management, Project Management, Leadership, Management, Program Management, PMP, Business Analysis, Process Improvement, Requirements Analysis, IT Strategy, Business Process..., Team Building, CRM, SDLC, Cross-functional Team..., Integration, Agile Methodologies, Team Management, Analysis, SharePoint, Requirements Gathering, Project Portfolio..., Software Documentation, Business Intelligence, PMO, Telecommunications, Enterprise Architecture, IT Management, ITIL, Visio, Information Technology, Software Project..., Risk Management, Agile Project Management, Business Process, Resource Management, Service Delivery, Disaster Recovery, Governance, Data Center, Microsoft Project, Change Management, Business Requirements, MS Project
Education
George Mason University 2004 — 2006
MS, Technology Management
Navy Federal Credit Union August 2010 - Present
FBR Capital Markets December 2007 - July 2010
FBR Capital Markets March 2007 - December 2007
FBR March 2006 - February 2007
Sunrise Senior Living March 2001 - March 2006
Sunrise Assisted Living 2001 - 2003
Skills
Vendor Management, Project Management, Leadership, Management, Program Management, PMP, Business Analysis, Process Improvement, Requirements Analysis, IT Strategy, Business Process..., Team Building, CRM, SDLC, Cross-functional Team..., Integration, Agile Methodologies, Team Management, Analysis, SharePoint, Requirements Gathering, Project Portfolio..., Software Documentation, Business Intelligence, PMO, Telecommunications, Enterprise Architecture, IT Management, ITIL, Visio, Information Technology, Software Project..., Risk Management, Agile Project Management, Business Process, Resource Management, Service Delivery, Disaster Recovery, Governance, Data Center, Microsoft Project, Change Management, Business Requirements, MS Project
Education
George Mason University 2004 — 2006
MS, Technology Management
Peter Xia's FBR Experience August 2009 - February 2011
Job Director, E&P Business Development at Castleton Commodities International
Industry Oil & Energy
Experience
Castleton Commodities International February 2014 - Present
Patara Oil & Gas February 2011 - December 2013
FBR August 2009 - February 2011
Jefferies & Company April 2007 - August 2009
SAIC June 2006 - November 2006
Rice University 2004 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Investment Banking, Equities, Portfolio Management, Finance, Capital Markets, Private Equity, Investor Relations, Hedging, Business Development, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Castleton Commodities International February 2014 - Present
Patara Oil & Gas February 2011 - December 2013
FBR August 2009 - February 2011
Jefferies & Company April 2007 - August 2009
SAIC June 2006 - November 2006
Rice University 2004 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Investment Banking, Equities, Portfolio Management, Finance, Capital Markets, Private Equity, Investor Relations, Hedging, Business Development, Contract Negotiation
Education
Rice University - Jesse H. Jones Graduate School of Management 2004 — 2006
MBA, Finance
Ann Tham's FBR Experience 2004 - 2007
Job Corporate Business Development & Strategy
Industry Apparel & Fashion
Experience
Ralph Lauren 2012 - Present
Maidenform 2010 - 2012
J.P. Morgan 2008 - 2008
FBR 2004 - 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Finance, Capital Markets, Due Diligence, Equities, Investment Banking, Financial Services, Business Development
Education
Georgetown University 2007 — 2009
MBA, Finance
Ralph Lauren 2012 - Present
Maidenform 2010 - 2012
J.P. Morgan 2008 - 2008
FBR 2004 - 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Finance, Capital Markets, Due Diligence, Equities, Investment Banking, Financial Services, Business Development
Education
Georgetown University 2007 — 2009
MBA, Finance
Rupert Gerard's FBR Experience October 2004 - April 2005
Job
Industry Investment Banking
Experience
GulfStar Group January 2014 - Present
Castleton Commodities International May 2013 - January 2014
Taylor Woods Capital July 2012 - December 2012
The 1794 Commodore Funds April 2006 - April 2010
FBR October 2004 - April 2005
Knott Parners L.P. July 2004 - August 2004
US Securities and Exchange Commission June 2003 - March 2004
Wagner Stott Bear Speacialists June 2001 - August 2001
Education
INSEAD 2011 — 2011
MBA
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), Government
GulfStar Group January 2014 - Present
Castleton Commodities International May 2013 - January 2014
Taylor Woods Capital July 2012 - December 2012
The 1794 Commodore Funds April 2006 - April 2010
FBR October 2004 - April 2005
Knott Parners L.P. July 2004 - August 2004
US Securities and Exchange Commission June 2003 - March 2004
Wagner Stott Bear Speacialists June 2001 - August 2001
Education
INSEAD 2011 — 2011
MBA
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), Government
Chris Hairel's FBR Experience May 2005 - August 2005
Job Oil & Gas Strategy Executive
Industry Oil & Energy
Experience
Accenture June 2006 - Present
FBR May 2005 - August 2005
Accenture September 1999 - July 2004
Skills
Financial Modeling, Due Diligence, Energy, Strategic Planning, Market Analysis, Enterprise Risk...
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1995 — 1999
BA, Economics
Accenture June 2006 - Present
FBR May 2005 - August 2005
Accenture September 1999 - July 2004
Skills
Financial Modeling, Due Diligence, Energy, Strategic Planning, Market Analysis, Enterprise Risk...
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1995 — 1999
BA, Economics
Kelly E. Davis's FBR Experience July 2001 - September 2003
Job Process Manager; Knowledge Seeker
Industry Financial Services
Experience
Capital One August 2015 - Present
Capital One January 2011 - July 2015
Night Dreams of Virginia May 2005 - October 2007
Lerner Enterprises December 2003 - May 2005
FBR July 2001 - September 2003
Talley Sign Company July 1995 - July 1997
Skills
Process Management, Process Design, Process Improvement, Public Speaking, PowerPoint, Writing, Visual Management, Accounts Payable, Accounts Receivable, Purchasing Agents, Retail Sales, Employee Training, Retail Purchasing, Account Reconciliation, Visio, MS Office Suite, MS Project, Business Process..., Project Management
Education
Guilford College 1997 — 2001
Integrative Studies - Sexuality and Gender Studies
James Madison University 1994 — 1995
Music Performance (Vocal)
Capital One August 2015 - Present
Capital One January 2011 - July 2015
Night Dreams of Virginia May 2005 - October 2007
Lerner Enterprises December 2003 - May 2005
FBR July 2001 - September 2003
Talley Sign Company July 1995 - July 1997
Skills
Process Management, Process Design, Process Improvement, Public Speaking, PowerPoint, Writing, Visual Management, Accounts Payable, Accounts Receivable, Purchasing Agents, Retail Sales, Employee Training, Retail Purchasing, Account Reconciliation, Visio, MS Office Suite, MS Project, Business Process..., Project Management
Education
Guilford College 1997 — 2001
Integrative Studies - Sexuality and Gender Studies
James Madison University 1994 — 1995
Music Performance (Vocal)
Jeffrey Fleischer's FBR Experience 2007 - 2008
Job Account Executive at Zignal Labs
Industry Financial Services
Experience
Zignal Labs June 2015 - Present
Intuit 2013 - 2014
Self Employed 2008 - 2012
FBR 2007 - 2008
Skills
Financial Modeling, Investments, Valuation, Equities, Sales, Bloomberg, Financial Analysis
Education
Miami University 2001 — 2005
Bachelor’s Degree, Finance
Zignal Labs June 2015 - Present
Intuit 2013 - 2014
Self Employed 2008 - 2012
FBR 2007 - 2008
Skills
Financial Modeling, Investments, Valuation, Equities, Sales, Bloomberg, Financial Analysis
Education
Miami University 2001 — 2005
Bachelor’s Degree, Finance
Nehru Ali's FBR Experience May 2006 - September 2008
Job Principal Engineer
Industry Information Technology and Services
Experience
Acuity, Inc. August 2011 - Present
CACI International Inc September 2008 - August 2011
FBR May 2006 - September 2008
FBR Capital Markets May 2006 - September 2008
ATPCO May 2000 - May 2006
GTE/Verizon December 1998 - April 2000
Skills
Enterprise Architecture, Active Directory, Disaster Recovery, Microsoft Exchange, VMware Infrastructure, Microsoft SQL Server, Windows Server, Storage, Horizon View, CommVault, Security, IT Strategy, SDLC, System Deployment, Solution Architecture, Cisco Technologies, IT Operations, Operating Systems, VMware ESX, System Administration, Network Security
Education
University of Maryland University College 2011 — 2014
Bachelor of Science (BS), Cyber Security
Howard University 1989 — 1992
Accounting
Acuity, Inc. August 2011 - Present
CACI International Inc September 2008 - August 2011
FBR May 2006 - September 2008
FBR Capital Markets May 2006 - September 2008
ATPCO May 2000 - May 2006
GTE/Verizon December 1998 - April 2000
Skills
Enterprise Architecture, Active Directory, Disaster Recovery, Microsoft Exchange, VMware Infrastructure, Microsoft SQL Server, Windows Server, Storage, Horizon View, CommVault, Security, IT Strategy, SDLC, System Deployment, Solution Architecture, Cisco Technologies, IT Operations, Operating Systems, VMware ESX, System Administration, Network Security
Education
University of Maryland University College 2011 — 2014
Bachelor of Science (BS), Cyber Security
Howard University 1989 — 1992
Accounting
Todd Jeffery's FBR Experience September 2007 - Present
Job VP Institutional Sales at FBR Capital Markets
Industry Capital Markets
Experience
FBR September 2007 - Present
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Hedge Funds, Investments, Bloomberg, Financial Analysis, Asset Management, Investment Banking
Education
Hobart and William Smith Colleges 1997 — 2001
Westminster School 1994 — 1997
The Fessenden School 1989 — 1994
FBR September 2007 - Present
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Hedge Funds, Investments, Bloomberg, Financial Analysis, Asset Management, Investment Banking
Education
Hobart and William Smith Colleges 1997 — 2001
Westminster School 1994 — 1997
The Fessenden School 1989 — 1994
Tatiana Nin's FBR Experience November 2012 - October 2013
Job Program Manager; Nonprofit Specialist; Strategist
Industry Nonprofit Organization Management
Experience
National League for Nursing October 2013 - Present
FBR November 2012 - October 2013
Apartment and Office Building Association of Metropolitan Washington August 2010 - November 2012
University of Richmond April 2009 - April 2010
Skills
Public Speaking, Community Outreach, Spanish, Public Policy, Nonprofits, Research, Microsoft Office, Social Media, Event Planning, Fundraising, Policy Analysis, Political Science, Politics, Data Management, Access, Editing, Volunteer Management, Higher Education, Non-profits, SPSS, Events Coordination, Expenses, Governmental Affairs, Association Memberships, CRM, Vertical Response, Web Content, CMS, Grant Writing, Project Management, Program Development
Education
The George Washington University 2015 — 2017
Master’s Degree
University of Richmond 2006 — 2010
Bachelor of Arts
Leiden University 2008 — 2008
National League for Nursing October 2013 - Present
FBR November 2012 - October 2013
Apartment and Office Building Association of Metropolitan Washington August 2010 - November 2012
University of Richmond April 2009 - April 2010
Skills
Public Speaking, Community Outreach, Spanish, Public Policy, Nonprofits, Research, Microsoft Office, Social Media, Event Planning, Fundraising, Policy Analysis, Political Science, Politics, Data Management, Access, Editing, Volunteer Management, Higher Education, Non-profits, SPSS, Events Coordination, Expenses, Governmental Affairs, Association Memberships, CRM, Vertical Response, Web Content, CMS, Grant Writing, Project Management, Program Development
Education
The George Washington University 2015 — 2017
Master’s Degree
University of Richmond 2006 — 2010
Bachelor of Arts
Leiden University 2008 — 2008
Sean Mahoney, CFA's FBR Experience January 2008 - April 2009
Job Institutional Equity Trading
Industry Investment Management
Experience
Dahlman Rose & Co. January 2011 - September 2012
Island Trading April 2009 - November 2010
FBR January 2008 - April 2009
Prudential Equity Group April 2002 - August 2007
Bear Stearns August 1995 - April 2002
Skills
Series 7, Equity Trading, Series 63, Equities, Bloomberg, Trading, Series 24, Securities, Hedge Funds, Capital Markets, Trading Systems, Electronic Trading, Fixed Income, Options, Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
mba
Towson University 1991 — 1995
BS, Business Adm.
Dahlman Rose & Co. January 2011 - September 2012
Island Trading April 2009 - November 2010
FBR January 2008 - April 2009
Prudential Equity Group April 2002 - August 2007
Bear Stearns August 1995 - April 2002
Skills
Series 7, Equity Trading, Series 63, Equities, Bloomberg, Trading, Series 24, Securities, Hedge Funds, Capital Markets, Trading Systems, Electronic Trading, Fixed Income, Options, Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
mba
Towson University 1991 — 1995
BS, Business Adm.
Kim Tilley's FBR Experience June 1999 - August 1999
Job ETF Strategist / Portfolio Analyst
Industry Investment Management
Experience
Lazard Asset Management September 2004 - Present
Lazard Asset Management March 2004 - September 2004
Lazard Asset Management July 2002 - August 2004
Wachovia Securities, LLC August 2000 - July 2002
FBR June 1999 - August 1999
Skills
Alternative Investments, Equities, Investments, Bloomberg, Mutual Funds, Asset Management, Series 7, Investment Strategies, Asset Allocation, Portfolio Management, Series 63, ETFs, Fund Of Funds, Microsoft Excel, Fixed Income
Education
Miami University 1996 — 2000
BS, Finance & Economics
Miami University, Luxembourg Campus 1998 — 1998
International Business Program
Academy of the Holy Cross
Lazard Asset Management September 2004 - Present
Lazard Asset Management March 2004 - September 2004
Lazard Asset Management July 2002 - August 2004
Wachovia Securities, LLC August 2000 - July 2002
FBR June 1999 - August 1999
Skills
Alternative Investments, Equities, Investments, Bloomberg, Mutual Funds, Asset Management, Series 7, Investment Strategies, Asset Allocation, Portfolio Management, Series 63, ETFs, Fund Of Funds, Microsoft Excel, Fixed Income
Education
Miami University 1996 — 2000
BS, Finance & Economics
Miami University, Luxembourg Campus 1998 — 1998
International Business Program
Academy of the Holy Cross
Warren Romine's FBR Experience August 2013 - Present
Job Managing Director at FBR & Co.
Industry Investment Banking
Experience
FBR August 2013 - Present
DC Action for Children December 2011 - Present
Relm Wireless Corporation August 2006 - January 2014
Houlihan Lokey April 2005 - August 2013
Jefferies & Company January 2000 - April 2005
Merrill Lynch 1997 - 1999
Merrill Lynch 1993 - 1995
Skills
Debt, Corporate Development, Private Equity, Investment Banking, Valuation, Mergers, Aerospace, Defense and..., Mergers & Acquisitions, LBO, Management, M&A experience, Investments, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Morehouse College 1989 — 1993
BA, Accounting
FBR August 2013 - Present
DC Action for Children December 2011 - Present
Relm Wireless Corporation August 2006 - January 2014
Houlihan Lokey April 2005 - August 2013
Jefferies & Company January 2000 - April 2005
Merrill Lynch 1997 - 1999
Merrill Lynch 1993 - 1995
Skills
Debt, Corporate Development, Private Equity, Investment Banking, Valuation, Mergers, Aerospace, Defense and..., Mergers & Acquisitions, LBO, Management, M&A experience, Investments, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Morehouse College 1989 — 1993
BA, Accounting
Michael Tarkan, CFA's FBR Experience April 2009 - November 2011
Job CoDirector of Research, Senior Analyst at Compass Point Research & Trading
Industry Financial Services
Experience
Compass Point Research & Trading October 2012 - Present
Topeka Capital Markets, Inc December 2011 - September 2012
FBR April 2009 - November 2011
Citi August 2006 - April 2009
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading, Valuation, DCF, Emerging Markets, FINRA, Investment Strategies, Investor Relations, Investment Management, Bonds, Equity Trading, Corporate Development
Education
Emory University 1998 — 2002
Compass Point Research & Trading October 2012 - Present
Topeka Capital Markets, Inc December 2011 - September 2012
FBR April 2009 - November 2011
Citi August 2006 - April 2009
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading, Valuation, DCF, Emerging Markets, FINRA, Investment Strategies, Investor Relations, Investment Management, Bonds, Equity Trading, Corporate Development
Education
Emory University 1998 — 2002
Eric Gaaserud's FBR Experience January 2004 - June 2006
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
FBR January 2004 - June 2006
Energy Merchant LLC October 2001 - December 2003
SG Cowen April 2000 - October 2001
Deutsche Banc Alex. Brown August 1997 - March 2000
USS CHICAGO (SSN 721) 1992 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
AB, History
J.P. Morgan December 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
FBR January 2004 - June 2006
Energy Merchant LLC October 2001 - December 2003
SG Cowen April 2000 - October 2001
Deutsche Banc Alex. Brown August 1997 - March 2000
USS CHICAGO (SSN 721) 1992 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
AB, History
James Jakubiec's FBR Experience July 2011 - November 2011
Job Manager at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
PwC January 2013 - Present
FBR July 2011 - November 2011
Bank of America Merrill Lynch September 2008 - July 2011
Bank of America Merrill Lynch May 2007 - September 2008
Bank of America Merrill Lynch June 2006 - May 2007
The Chicago Board of Trade November 2004 - June 2006
Skills
Valuation, Investment Banking, Equities, Risk Management, Banking, Structured Products, Investor Reporting, Derivatives, Compliance, Document Review, Financial Modeling, CDO, Due Diligence, Financial Analysis, Financial Risk, Capital Markets, Analysis, Structured Finance
Education
DePaul University, Kellstadt Graduate School of Business 2007 — 2009
Master of Business Administration, Finance
Michigan State University
Bachelor of Arts, Finance
PwC July 2014 - Present
PwC January 2013 - Present
FBR July 2011 - November 2011
Bank of America Merrill Lynch September 2008 - July 2011
Bank of America Merrill Lynch May 2007 - September 2008
Bank of America Merrill Lynch June 2006 - May 2007
The Chicago Board of Trade November 2004 - June 2006
Skills
Valuation, Investment Banking, Equities, Risk Management, Banking, Structured Products, Investor Reporting, Derivatives, Compliance, Document Review, Financial Modeling, CDO, Due Diligence, Financial Analysis, Financial Risk, Capital Markets, Analysis, Structured Finance
Education
DePaul University, Kellstadt Graduate School of Business 2007 — 2009
Master of Business Administration, Finance
Michigan State University
Bachelor of Arts, Finance
Ann Marie Pulsch's FBR Experience June 2007 - February 2015
Job Director, Corporate Governance at Enviva LP
Industry Legal Services
Experience
Enviva LP June 2015 - Present
FBR June 2007 - February 2015
CarrAmerica 1999 - 2006
Education
Monmouth University 1977 — 1981
B.S., Business Administration and Political Science
Enviva LP June 2015 - Present
FBR June 2007 - February 2015
CarrAmerica 1999 - 2006
Education
Monmouth University 1977 — 1981
B.S., Business Administration and Political Science
Megan Dimmer's FBR Experience May 1998 - July 1999
Job Vice President of Business Development at Humphreys & Partners Architects
Industry Architecture & Planning
Experience
Humphreys & Partners Architects January 2015 - Present
Lexmark International January 2012 - December 2014
Lexmark International, Inc. January 2008 - December 2011
Lexmark International, Inc. January 2006 - December 2007
Lexmark International, Inc. January 2004 - December 2005
Lexmark International, Inc. September 1999 - December 2003
FBR May 1998 - July 1999
Skills
Account Management, Sales Process, Solution Selling, SaaS, Direct Sales, Salesforce.com, Enterprise Software, Professional Services, Sales Management, Management, Managed Services, Channel Partners, Managed Print Services, Selling, Channel, Product Marketing, CRM, Strategy, Sales, Negotiation, New Business Development, B2B, Cross-functional Team..., Sales Operations, Vendor Management, Sales Presentations, Cloud Computing, Lead Generation, Process Improvement, Business Development, Strategic Partnerships, Strategic Planning
Education
Michigan State University 1994 — 1998
Bachelor of Science (BS), International Relations
Humphreys & Partners Architects January 2015 - Present
Lexmark International January 2012 - December 2014
Lexmark International, Inc. January 2008 - December 2011
Lexmark International, Inc. January 2006 - December 2007
Lexmark International, Inc. January 2004 - December 2005
Lexmark International, Inc. September 1999 - December 2003
FBR May 1998 - July 1999
Skills
Account Management, Sales Process, Solution Selling, SaaS, Direct Sales, Salesforce.com, Enterprise Software, Professional Services, Sales Management, Management, Managed Services, Channel Partners, Managed Print Services, Selling, Channel, Product Marketing, CRM, Strategy, Sales, Negotiation, New Business Development, B2B, Cross-functional Team..., Sales Operations, Vendor Management, Sales Presentations, Cloud Computing, Lead Generation, Process Improvement, Business Development, Strategic Partnerships, Strategic Planning
Education
Michigan State University 1994 — 1998
Bachelor of Science (BS), International Relations
Ann Marie Pulsch's FBR Experience 2007 - February 2015
Job Director, Corporate Governance
Industry Legal Services
Experience
Enviva LP June 2015 - Present
FBR 2007 - February 2015
CarrAmerica April 1999 - July 2006
Education
Monmouth University 1977 — 1981
Bachelor's Degree, Business and Political Science
Enviva LP June 2015 - Present
FBR 2007 - February 2015
CarrAmerica April 1999 - July 2006
Education
Monmouth University 1977 — 1981
Bachelor's Degree, Business and Political Science
Ekue (Daniel) Deganus's FBR Experience 2004 - 2007
Job Sr. Network Engineer at Multiplan
Industry Information Technology and Services
Experience
The World Bank August 2009 - Present
Mutiplan 2008 - 2009
FBR 2004 - 2007
Friedman Billings Ramsey & Co, Inc. 2004 - 2007
Education
New Jersey City University 1994 — 1998
BS, International Business
The World Bank August 2009 - Present
Mutiplan 2008 - 2009
FBR 2004 - 2007
Friedman Billings Ramsey & Co, Inc. 2004 - 2007
Education
New Jersey City University 1994 — 1998
BS, International Business
Lauren (Berg) Price's FBR Experience May 2007 - July 2010
Job CoOwner at Lava Barre
Industry Health, Wellness and Fitness
Experience
Lava Barre July 2012 - Present
FBR May 2007 - July 2010
ThinkEquity Partners August 2006 - February 2007
Skills
French
Education
Hamilton College 2000 — 2004
Bachelor of Arts (BA), World Politics, French
Lava Barre July 2012 - Present
FBR May 2007 - July 2010
ThinkEquity Partners August 2006 - February 2007
Skills
French
Education
Hamilton College 2000 — 2004
Bachelor of Arts (BA), World Politics, French
elizabeth malone's FBR Experience May 1989 - January 2001
Job AmTrust Financial
Industry Investment Banking
Experience
AmTrust Financial Services, Inc. (AFSI) August 2011 - Present
Wunderlich Securities January 2009 - August 2011
KeyBanc April 2005 - December 2008
KeyBanc Capital Markets 2005 - 2008
Advest, Inc. February 2001 - December 2005
FBR May 1989 - January 2001
PennCorp Financial Group April 1996 - April 1998
Legg Mason Capital Management February 1994 - March 1996
NAIC 1990 - 1992
Alex. Brown and Sons August 1983 - December 1990
Education
Loyola University Maryland 1985 — 1990
MBA, Finance
University of Virginia 1978 — 1981
AmTrust Financial Services, Inc. (AFSI) August 2011 - Present
Wunderlich Securities January 2009 - August 2011
KeyBanc April 2005 - December 2008
KeyBanc Capital Markets 2005 - 2008
Advest, Inc. February 2001 - December 2005
FBR May 1989 - January 2001
PennCorp Financial Group April 1996 - April 1998
Legg Mason Capital Management February 1994 - March 1996
NAIC 1990 - 1992
Alex. Brown and Sons August 1983 - December 1990
Education
Loyola University Maryland 1985 — 1990
MBA, Finance
University of Virginia 1978 — 1981
Kathi Twilley Fialkoff's FBR Experience 1999 - 2007
Job Independent Accounting Professional
Industry Accounting
Experience
Friedman, Billings, Ramsey September 1999 - September 2007
FBR 1999 - 2007
FBR Capital Markets Corp 1999 - 2007
Price Waterhouse Coopers October 1997 - September 1999
Education
Fairfield University 1993 — 1997
Friedman, Billings, Ramsey September 1999 - September 2007
FBR 1999 - 2007
FBR Capital Markets Corp 1999 - 2007
Price Waterhouse Coopers October 1997 - September 1999
Education
Fairfield University 1993 — 1997
Jonathan Schudmak's FBR Experience March 2013 - August 2014
Job Finance
Industry Financial Services
Experience
FBR March 2013 - August 2014
NOLA 3D Printing September 2012 - August 2014
The PrinceRidge Group March 2012 - February 2013
UBS Investment Bank 2005 - 2012
Dresdner Kleinwort Wasserstein 2004 - 2005
Education
Harvard Business School 2002 — 2004
MBA
United States Military Academy at West Point 1993 — 1997
BS, Civil Engineering
FBR March 2013 - August 2014
NOLA 3D Printing September 2012 - August 2014
The PrinceRidge Group March 2012 - February 2013
UBS Investment Bank 2005 - 2012
Dresdner Kleinwort Wasserstein 2004 - 2005
Education
Harvard Business School 2002 — 2004
MBA
United States Military Academy at West Point 1993 — 1997
BS, Civil Engineering
Crystal Rucker's FBR Experience 2000 - 2006
Job Director of Development and Outreach at Capital City Public Charter School
Industry Fund-Raising
Experience
Capital City Public Charter School July 2012 - Present
Archbishop Carroll High School July 2007 - July 2012
FBR 2000 - 2006
Skills
Event Planning, Nonprofits, Non-profits, Community Outreach, Public Speaking, Alumni Relations, Fundraising, Event Management, Grant Writing, Philanthropy, Newsletters, Volunteer Management, Leadership Development, Marketing Communications, Teaching, Social Media, Editing, Strategic Planning
Education
Howard University 1999 — 2003
Bachelor of Arts (B.A.), Communications Law
Capital City Public Charter School July 2012 - Present
Archbishop Carroll High School July 2007 - July 2012
FBR 2000 - 2006
Skills
Event Planning, Nonprofits, Non-profits, Community Outreach, Public Speaking, Alumni Relations, Fundraising, Event Management, Grant Writing, Philanthropy, Newsletters, Volunteer Management, Leadership Development, Marketing Communications, Teaching, Social Media, Editing, Strategic Planning
Education
Howard University 1999 — 2003
Bachelor of Arts (B.A.), Communications Law
Kyle Hyland's FBR Experience January 2004 - June 2005
Job Director of Business Development at Studebaker Submetering
Industry Marketing and Advertising
Experience
Studebaker Submetering September 2008 - Present
Wachovia December 2006 - August 2008
Life Time Fitness June 2005 - December 2006
FBR January 2004 - June 2005
Education
The Catholic University of America 2000 — 2003
BA, Marketing
Hampden-Sydney College 1999 — 2000
Business
Studebaker Submetering September 2008 - Present
Wachovia December 2006 - August 2008
Life Time Fitness June 2005 - December 2006
FBR January 2004 - June 2005
Education
The Catholic University of America 2000 — 2003
BA, Marketing
Hampden-Sydney College 1999 — 2000
Business
Darcy Volpe's FBR Experience May 2009 - March 2010
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital May 2012 - Present
Bank of America May 2010 - December 2011
FBR May 2009 - March 2010
Lehman Brothers March 1998 - September 2008
Bantam Doubleday Dell March 1997 - March 1998
Planet Hollywood December 1994 - December 1996
Education
University of South Florida 1991 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
North Carolina State University 1990 — 1991
Barclays Capital May 2012 - Present
Bank of America May 2010 - December 2011
FBR May 2009 - March 2010
Lehman Brothers March 1998 - September 2008
Bantam Doubleday Dell March 1997 - March 1998
Planet Hollywood December 1994 - December 1996
Education
University of South Florida 1991 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
North Carolina State University 1990 — 1991
Jeff McClure's FBR Experience 1997 - 2002
Job Founder and CEO at Freedom Capital Investment Management
Industry Investment Banking
Experience
Freedom Capital Investment Management March 2014 - Present
The Bear Companies 2002 - Present
Kodiak Funding 2005 - 2007
FBR 1997 - 2002
RER Financial 1995 - 1997
Freddie Mac 1991 - 1993
FSLIC/FDIC 1987 - 1991
Education
George Mason University School of Law 1993 — 1996
JD, Law
Texas A&M University 1983 — 1987
BBA, Finance
Freedom Capital Investment Management March 2014 - Present
The Bear Companies 2002 - Present
Kodiak Funding 2005 - 2007
FBR 1997 - 2002
RER Financial 1995 - 1997
Freddie Mac 1991 - 1993
FSLIC/FDIC 1987 - 1991
Education
George Mason University School of Law 1993 — 1996
JD, Law
Texas A&M University 1983 — 1987
BBA, Finance
Jaemie Drake's FBR Experience December 2003 - June 2005
Job Associate at Booz Allen Hamilton
Industry Government Administration
Experience
Booz Allen Hamilton January 2015 - Present
Booz Allen Hamilton November 2012 - December 2014
BAI, Inc. September 2010 - November 2012
BAI, Inc. February 2009 - November 2012
Geneva Software September 2006 - October 2008
FBR December 2003 - June 2005
Skills
Microsoft Office, SharePoint, Policy, Compliance, Research, Documentation, Government, Analysis, Social Media, Privacy Compliance, Software Documentation, Project Management, Budgets, Management, Training, Data Analysis, Policy Analysis, Proposal Writing, Community Outreach
Education
University of Maryland College Park 2001 — 2005
B.A, Chinese, History
National Chengchi University 2005 — 2006
N/A, Mandarin Studies Program
Booz Allen Hamilton January 2015 - Present
Booz Allen Hamilton November 2012 - December 2014
BAI, Inc. September 2010 - November 2012
BAI, Inc. February 2009 - November 2012
Geneva Software September 2006 - October 2008
FBR December 2003 - June 2005
Skills
Microsoft Office, SharePoint, Policy, Compliance, Research, Documentation, Government, Analysis, Social Media, Privacy Compliance, Software Documentation, Project Management, Budgets, Management, Training, Data Analysis, Policy Analysis, Proposal Writing, Community Outreach
Education
University of Maryland College Park 2001 — 2005
B.A, Chinese, History
National Chengchi University 2005 — 2006
N/A, Mandarin Studies Program
Demetri Diavatis's FBR Experience August 1997 - November 2006
Job Senior Vice President at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets February 2010 - Present
Auriga USA LLC December 2008 - January 2010
Caris & Company December 2006 - December 2008
FBR August 1997 - November 2006
Xerox September 1993 - August 1995
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
BS, Finance
FBR Capital Markets February 2010 - Present
Auriga USA LLC December 2008 - January 2010
Caris & Company December 2006 - December 2008
FBR August 1997 - November 2006
Xerox September 1993 - August 1995
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
BS, Finance
Rod Dunlap, CFA's FBR Experience August 2004 - December 2007
Job Financial Analyst at U.S. Department of Labor
Industry Financial Services
Experience
U.S. Department of Labor - Employee Benefits Security Administration (EBSA) September 2012 - Present
U.S. Department of Health and Human Services - Health Resources and Services Administration (HRSA) October 2010 - September 2012
International Boundary and Water Commission June 2009 - October 2010
Maxim Group April 2008 - June 2009
FBR August 2004 - December 2007
MTB Investment Advisors July 2002 - July 2004
BNP Paribas 2000 - 2002
Chevron USA June 1990 - July 1995
Skills
Civil Engineering, Project Management, Project Implementation, SharePoint, AutoCAD, Financial Analysis, Financial Modeling
Education
Emory University - Goizueta Business School 1992 — 1995
MBA, Business
Georgia Institute of Technology 1988 — 1990
Masters, Civil Engineering
Georgia Institute of Technology 1984 — 1988
Bachelors, Civil Engineering
U.S. Department of Labor - Employee Benefits Security Administration (EBSA) September 2012 - Present
U.S. Department of Health and Human Services - Health Resources and Services Administration (HRSA) October 2010 - September 2012
International Boundary and Water Commission June 2009 - October 2010
Maxim Group April 2008 - June 2009
FBR August 2004 - December 2007
MTB Investment Advisors July 2002 - July 2004
BNP Paribas 2000 - 2002
Chevron USA June 1990 - July 1995
Skills
Civil Engineering, Project Management, Project Implementation, SharePoint, AutoCAD, Financial Analysis, Financial Modeling
Education
Emory University - Goizueta Business School 1992 — 1995
MBA, Business
Georgia Institute of Technology 1988 — 1990
Masters, Civil Engineering
Georgia Institute of Technology 1984 — 1988
Bachelors, Civil Engineering
Maureen Doyle Berk's FBR Experience 1997 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
FBR 1997 - 1999
SBC Warburg 1995 - 1997
Merrill Lynch Capital Markets 1985 - 1995
Education
Thunderbird School of Global Management 1981 — 1982
MBA, International Finance
Indiana University Bloomington 1977 — 1981
B.S., B.A., Business Administration, French
Universite des Sciences Humaines de Strasbourg 1979 — 1980
Diplome D'Etudes Francaises
FBR 1997 - 1999
SBC Warburg 1995 - 1997
Merrill Lynch Capital Markets 1985 - 1995
Education
Thunderbird School of Global Management 1981 — 1982
MBA, International Finance
Indiana University Bloomington 1977 — 1981
B.S., B.A., Business Administration, French
Universite des Sciences Humaines de Strasbourg 1979 — 1980
Diplome D'Etudes Francaises
Brendan Varley's FBR Experience July 2006 - Present
Job trader at FBR
Industry Investment Banking
Experience
FBR July 2006 - Present
Education
Iona College
Bachelor of Business Administration (B.B.A.), Finance, General
FBR July 2006 - Present
Education
Iona College
Bachelor of Business Administration (B.B.A.), Finance, General
Tom Askey, CFA's FBR Experience September 2006 - December 2006
Job Investment Management Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management November 2013 - Present
NXT Capital October 2011 - November 2013
Ernst & Young September 2010 - October 2011
Ernst & Young October 2008 - September 2010
Indiana University Bloomington 2004 - 2008
Gates Corporation May 2007 - September 2007
FBR September 2006 - December 2006
Skills
Private Equity, Corporate Finance, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Banking, Capital Markets, Portfolio Management, Investments, Finance, Mergers & Acquisitions, Microsoft Excel
Education
Indiana University - Kelley School of Business 2004 — 2008
B/S, Finance and Operations Managment
Wells Capital Management November 2013 - Present
NXT Capital October 2011 - November 2013
Ernst & Young September 2010 - October 2011
Ernst & Young October 2008 - September 2010
Indiana University Bloomington 2004 - 2008
Gates Corporation May 2007 - September 2007
FBR September 2006 - December 2006
Skills
Private Equity, Corporate Finance, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Banking, Capital Markets, Portfolio Management, Investments, Finance, Mergers & Acquisitions, Microsoft Excel
Education
Indiana University - Kelley School of Business 2004 — 2008
B/S, Finance and Operations Managment
JP Young's FBR Experience April 2001 - October 2005
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
Tara Holubar's FBR Experience January 2006 - Present
Job Deputy General Counsel, Litigation & Human Resources at FBR
Industry Financial Services
Experience
FBR January 2006 - Present
Dickstein Shapiro LLP 1994 - 2006
Education
Georgetown University Law Center 1991 — 1994
Law
FBR January 2006 - Present
Dickstein Shapiro LLP 1994 - 2006
Education
Georgetown University Law Center 1991 — 1994
Law
Justin Luse's FBR Experience October 2012 - March 2015
Job Corporate Development at CEB Inc.
Industry Banking
Experience
FBR October 2012 - March 2015
Primatics Financial August 2010 - September 2012
Goldman Sachs July 2009 - August 2010
KPMG Advisory August 2008 - July 2009
Skills
Financial Analysis, Microsoft Office, Risk Management, Accounting, Project Management, Customer Service, Banking, Business Analysis, Financial Reporting, Finance, Investment Banking, Financial Modeling, M&A analysis
Education
James Madison University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
FBR October 2012 - March 2015
Primatics Financial August 2010 - September 2012
Goldman Sachs July 2009 - August 2010
KPMG Advisory August 2008 - July 2009
Skills
Financial Analysis, Microsoft Office, Risk Management, Accounting, Project Management, Customer Service, Banking, Business Analysis, Financial Reporting, Finance, Investment Banking, Financial Modeling, M&A analysis
Education
James Madison University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Nathan Bauman's FBR Experience 2000 - 2008
Job Director Global Private Equity at RDV Corporation
Industry Investment Management
Experience
RDV Corporation November 2008 - Present
FBR 2000 - 2008
Skills
Investment Banking, Equities, Private Equity, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Hedge Funds, LBO, Equity Research, Asset Management, M&A experience, Corporate Development, Structured Finance, Emerging Markets, Fixed Income, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
Universidad de Granada
RDV Corporation November 2008 - Present
FBR 2000 - 2008
Skills
Investment Banking, Equities, Private Equity, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Hedge Funds, LBO, Equity Research, Asset Management, M&A experience, Corporate Development, Structured Finance, Emerging Markets, Fixed Income, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA
Universidad de Granada
Joshua Snavely's FBR Experience June 2006 - July 2006
Job Senior Financial Analyst Axiall Corp
Industry Chemicals
Experience
Axiall Corporation February 2014 - Present
Eaton Corporation March 2011 - February 2014
Eaton Corporation June 2010 - March 2011
Eaton Corporation June 2009 - May 2010
Eaton Corporation June 2008 - June 2009
Eaton Corporation June 2007 - June 2008
FBR June 2006 - July 2006
Skills
Management, Forecasting, Process Improvement, Sarbanes-Oxley Act, ERP, Analysis, Internal Controls, Strategic Financial..., Finance, Financial Analysis, Cost Accounting, Financial Reporting, Oracle E-Business Suite, Access, Cross-functional Team..., Khalix, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington 2003 — 2007
Business, Finance
Axiall Corporation February 2014 - Present
Eaton Corporation March 2011 - February 2014
Eaton Corporation June 2010 - March 2011
Eaton Corporation June 2009 - May 2010
Eaton Corporation June 2008 - June 2009
Eaton Corporation June 2007 - June 2008
FBR June 2006 - July 2006
Skills
Management, Forecasting, Process Improvement, Sarbanes-Oxley Act, ERP, Analysis, Internal Controls, Strategic Financial..., Finance, Financial Analysis, Cost Accounting, Financial Reporting, Oracle E-Business Suite, Access, Cross-functional Team..., Khalix, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington 2003 — 2007
Business, Finance
Clay Sumner's FBR Experience June 2004 - December 2008
Job Director of Financial Planning and Analysis
Industry Renewables & Environment
Experience
National Renewable Energy Laboratory May 2014 - Present
U.S. Department of Energy March 2009 - May 2014
FBR June 2004 - December 2008
Legg Mason 2000 - 2004
US Army 1990 - 1998
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence, Bloomberg, Equity Valuation, Asset Managment, Portfolio Management, Corporate Finance, Private Equity, Hedge Funds, Project Finance, Investment Banking, Financial Structuring, Derivatives, Alternative Investments, Venture Capital, Renewable Energy, Structured Finance, Investment Management, Asset Management, Asset Allocation, Fixed Income
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, finance
Texas A&M University
Bachelor of Arts (B.A.), Political Science and Government
National Renewable Energy Laboratory May 2014 - Present
U.S. Department of Energy March 2009 - May 2014
FBR June 2004 - December 2008
Legg Mason 2000 - 2004
US Army 1990 - 1998
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Financial Analysis, Capital Markets, Due Diligence, Bloomberg, Equity Valuation, Asset Managment, Portfolio Management, Corporate Finance, Private Equity, Hedge Funds, Project Finance, Investment Banking, Financial Structuring, Derivatives, Alternative Investments, Venture Capital, Renewable Energy, Structured Finance, Investment Management, Asset Management, Asset Allocation, Fixed Income
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, finance
Texas A&M University
Bachelor of Arts (B.A.), Political Science and Government
Scott Doyle's FBR Experience 2004 - 2008
Job SVP at Global Hunters Securities
Industry Financial Services
Experience
Global Hunter Securities, LLC September 2013 - Present
KLR Group July 2012 - September 2013
Pritchard Capital Partners September 2008 - July 2012
Friedman Billings Ramsey 2004 - 2008
FBR 2004 - 2008
Education
Georgetown University 1997 — 2001
Global Hunter Securities, LLC September 2013 - Present
KLR Group July 2012 - September 2013
Pritchard Capital Partners September 2008 - July 2012
Friedman Billings Ramsey 2004 - 2008
FBR 2004 - 2008
Education
Georgetown University 1997 — 2001
Edward White's FBR Experience January 2015 - Present
Job Senior Vice President/Senior Biotechnology Analyst at FBR
Industry Financial Services
Experience
FBR January 2015 - Present
Laidlaw & Company June 2012 - December 2014
Murphy & Durieu June 2010 - May 2012
Mitsubishi UFJ Trust and Banking May 2003 - September 2009
Deutsche Bank Securities September 1998 - May 2003
BMO Capital Markets October 1997 - September 1998
Fahnestock and Company June 1996 - October 1997
Skills
Equity Research, Healthcare, Trading, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Series 7, Securities, Investment Banking, Asset Management, Alternative Investments, Mutual Funds, Emerging Markets, Series 63, Options, Derivatives, Financial Markets, Investor Relations, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
MBA, Finance
Icahn School of Medicine at Mount Sinai 1990 — 1992
Medicine
Manhattan College 1986 — 1990
BS, Biology
LaSalle Institute
FBR January 2015 - Present
Laidlaw & Company June 2012 - December 2014
Murphy & Durieu June 2010 - May 2012
Mitsubishi UFJ Trust and Banking May 2003 - September 2009
Deutsche Bank Securities September 1998 - May 2003
BMO Capital Markets October 1997 - September 1998
Fahnestock and Company June 1996 - October 1997
Skills
Equity Research, Healthcare, Trading, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Series 7, Securities, Investment Banking, Asset Management, Alternative Investments, Mutual Funds, Emerging Markets, Series 63, Options, Derivatives, Financial Markets, Investor Relations, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
MBA, Finance
Icahn School of Medicine at Mount Sinai 1990 — 1992
Medicine
Manhattan College 1986 — 1990
BS, Biology
LaSalle Institute
Whitney Engstrom's FBR Experience March 2004 - September 2006
Job Associate at Abt Associates
Industry Public Policy
Experience
Abt Associates June 2013 - Present
Abt Associates August 2011 - Present
Whitney A Engstrom Consulting July 2010 - August 2011
The Lewin Group October 2006 - June 2010
FBR March 2004 - September 2006
Progressive Insurance June 2003 - March 2004
Skills
Data Analysis, Program Evaluation, Qualitative Research, Public Policy, Analysis, Government, Policy, Politics, Program Management, Proposal Writing, Program Development, Policy Analysis, Project Management, Public Speaking, Research, Training
Education
George Mason University 2010 — 2011
Master of Public Policy
Rhodes College 1999 — 2003
BA, Economics and International Studies
Abt Associates June 2013 - Present
Abt Associates August 2011 - Present
Whitney A Engstrom Consulting July 2010 - August 2011
The Lewin Group October 2006 - June 2010
FBR March 2004 - September 2006
Progressive Insurance June 2003 - March 2004
Skills
Data Analysis, Program Evaluation, Qualitative Research, Public Policy, Analysis, Government, Policy, Politics, Program Management, Proposal Writing, Program Development, Policy Analysis, Project Management, Public Speaking, Research, Training
Education
George Mason University 2010 — 2011
Master of Public Policy
Rhodes College 1999 — 2003
BA, Economics and International Studies
Jeffrey Mauro, CFA's FBR Experience June 2008 - August 2011
Job Vice President at AIG
Industry Financial Services
Experience
AIG March 2014 - Present
AIG January 2013 - March 2014
Macquarie Capital August 2011 - December 2012
FBR June 2008 - August 2011
Ernst & Young June 2007 - August 2007
Skills
Mergers & Acquisitions, Finance, Business Strategy, Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Equities, Hedge Funds, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Series 7, Investments, Asset Management, Financial Services
Education
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
AIG March 2014 - Present
AIG January 2013 - March 2014
Macquarie Capital August 2011 - December 2012
FBR June 2008 - August 2011
Ernst & Young June 2007 - August 2007
Skills
Mergers & Acquisitions, Finance, Business Strategy, Valuation, Financial Modeling, Investment Banking, Private Equity, Capital Markets, Equities, Hedge Funds, Bloomberg, Fixed Income, Due Diligence, Financial Analysis, Series 7, Investments, Asset Management, Financial Services
Education
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Lauren Burk's FBR Experience 2004 - November 2008
Job Partner, Sales & Trading
Industry Financial Services
Experience
Compass Point Research and Trading LLC November 2008 - Present
FBR 2004 - November 2008
Skills
Bloomberg, Capital Markets, Equities, Equity Research, FINRA, Microsoft Office, Securities, Series 7
Education
Syracuse University 2001 — 2002
MS, Broadcast Journalism
Franklin & Marshall College 1997 — 2001
BA, Sociology, French
Compass Point Research and Trading LLC November 2008 - Present
FBR 2004 - November 2008
Skills
Bloomberg, Capital Markets, Equities, Equity Research, FINRA, Microsoft Office, Securities, Series 7
Education
Syracuse University 2001 — 2002
MS, Broadcast Journalism
Franklin & Marshall College 1997 — 2001
BA, Sociology, French
Andrew Ciriello's FBR Experience June 2009 - October 2010
Job Vice President at Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. February 2014 - Present
Macquarie Group November 2010 - February 2014
FBR June 2009 - October 2010
FBR June 2008 - June 2009
Perseus Realty Partners Real Estate Investors 2007 - 2008
Skills
Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Equities
Education
Georgetown University 2004 — 2008
BS BA, Finance, International Business
Georgetown University - The McDonough School of Business 2004 — 2008
BS, Finance, International Business
Millstein & Co. February 2014 - Present
Macquarie Group November 2010 - February 2014
FBR June 2009 - October 2010
FBR June 2008 - June 2009
Perseus Realty Partners Real Estate Investors 2007 - 2008
Skills
Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Equities
Education
Georgetown University 2004 — 2008
BS BA, Finance, International Business
Georgetown University - The McDonough School of Business 2004 — 2008
BS, Finance, International Business
Lindsay Sparacino, CFA's FBR Experience 2002 - 2005
Job Portfolio Manager at EJF Capital
Industry Financial Services
Experience
EJF Capital 2005 - Present
FBR 2002 - 2005
Skills
Capital Markets, Valuation, Structured Finance, Asset Managment, Financial Modeling, Investments, Investment Banking, Equities, Corporate Finance, Financial Structuring, Fixed Income, Securities, Portfolio Management, Financial Analysis, Due Diligence, Real Estate
Education
Indiana University Bloomington 1998 — 2002
BS, Finance
EJF Capital 2005 - Present
FBR 2002 - 2005
Skills
Capital Markets, Valuation, Structured Finance, Asset Managment, Financial Modeling, Investments, Investment Banking, Equities, Corporate Finance, Financial Structuring, Fixed Income, Securities, Portfolio Management, Financial Analysis, Due Diligence, Real Estate
Education
Indiana University Bloomington 1998 — 2002
BS, Finance
Scott Lamond's FBR Experience 1995 - 2005
Job Aqueduct Capital Group
Industry Investment Management
Experience
Aqueduct Capital Group, LLC January 2015 - Present
Cadence Capital Management June 2012 - December 2014
Billings Capital Management January 2010 - May 2012
The Torray Funds 2005 - 2008
FBR 1995 - 2005
Skills
Capital Markets, Equities, Alternative Investments, Asset Management, Mutual Funds, Hedge Funds, Financial Advisory, Investment Strategies, Risk Management, Investments, Business Development, Series 7, Venture Capital, Investment Advisory, Financial Markets, Portfolio Management, Investment Management, Bloomberg, Wealth Management..., Securities, Equity Research, Asset Allocation, Wealth Management, Investment Banking, Asset Managment, Private Equity, Financial Services, Fund Of Funds, Derivatives, Equity Trading, Hedging
Education
Gettysburg College 1988 — 1991
Bachelor of Science (B.S.), Political Science
St. John's College High School 1984 — 1987
Aqueduct Capital Group, LLC January 2015 - Present
Cadence Capital Management June 2012 - December 2014
Billings Capital Management January 2010 - May 2012
The Torray Funds 2005 - 2008
FBR 1995 - 2005
Skills
Capital Markets, Equities, Alternative Investments, Asset Management, Mutual Funds, Hedge Funds, Financial Advisory, Investment Strategies, Risk Management, Investments, Business Development, Series 7, Venture Capital, Investment Advisory, Financial Markets, Portfolio Management, Investment Management, Bloomberg, Wealth Management..., Securities, Equity Research, Asset Allocation, Wealth Management, Investment Banking, Asset Managment, Private Equity, Financial Services, Fund Of Funds, Derivatives, Equity Trading, Hedging
Education
Gettysburg College 1988 — 1991
Bachelor of Science (B.S.), Political Science
St. John's College High School 1984 — 1987
Chris Gamaitoni's FBR Experience May 2007 - July 2008
Job Partner at Autonomous Research
Industry Financial Services
Experience
Autonomous Research December 2013 - Present
Millennium Partners April 2012 - December 2013
Compass Point Research and Trading LLC March 2010 - April 2012
Fannie Mae May 2009 - February 2010
Potomac research Group July 2008 - May 2009
FBR May 2007 - July 2008
FBR Capital Markets 2006 - 2007
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Finance, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Mortgage Lending, Investment Banking, Valuation, Portfolio Management
Education
James Madison University 2001 — 2005
B.S., Quantitative Finance
James Madison University
B.S., Quantitative Finance
Autonomous Research December 2013 - Present
Millennium Partners April 2012 - December 2013
Compass Point Research and Trading LLC March 2010 - April 2012
Fannie Mae May 2009 - February 2010
Potomac research Group July 2008 - May 2009
FBR May 2007 - July 2008
FBR Capital Markets 2006 - 2007
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Finance, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Mortgage Lending, Investment Banking, Valuation, Portfolio Management
Education
James Madison University 2001 — 2005
B.S., Quantitative Finance
James Madison University
B.S., Quantitative Finance
Andrew Schmidt's FBR Experience June 2013 - Present
Job Equity Research Associate at FBR
Industry Financial Services
Experience
FBR June 2013 - Present
Bureau of Economic Analysis 2008 - June 2013
Bureau of Economic Analysis 2005 - 2008
Merrill Lynch 2004 - 2005
Skills
Economics, Excel, PowerPoint, Access, Word, Statistics, Financial Modeling, Microsoft Office, SQL, Financial Analysis, Research, Data Analysis, Time Series Analysis, Microsoft Excel, Microsoft Word, Analysis, Business Analysis, SAS, Project Management, Econometrics, Bloomberg, Strategy, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Finance, GPA 3.95
George Mason University 2005 — 2007
Master of Arts, Economics
Norwich University 2001 — 2005
Bachelor of Science, Business Management, Economics, Information Systems
FBR June 2013 - Present
Bureau of Economic Analysis 2008 - June 2013
Bureau of Economic Analysis 2005 - 2008
Merrill Lynch 2004 - 2005
Skills
Economics, Excel, PowerPoint, Access, Word, Statistics, Financial Modeling, Microsoft Office, SQL, Financial Analysis, Research, Data Analysis, Time Series Analysis, Microsoft Excel, Microsoft Word, Analysis, Business Analysis, SAS, Project Management, Econometrics, Bloomberg, Strategy, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Finance, GPA 3.95
George Mason University 2005 — 2007
Master of Arts, Economics
Norwich University 2001 — 2005
Bachelor of Science, Business Management, Economics, Information Systems
Haodong Victor Li's FBR Experience January 2001 - May 2005
Job Portfolio Manger at EJF Capital LLC
Industry Financial Services
Experience
EJF Capital LLC May 2010 - Present
china southern fund October 2008 - April 2010
EJF Capital LLC May 2006 - October 2007
FBR January 2001 - May 2005
Human Genome Sciences September 1991 - January 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Harvard Medical School 1991 — 1993
Post Doctoral, Virology
University of Massachusetts, Amherst 1986 — 1991
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
Nankai University 1981 — 1985
Bachelor of Science (BS), Genetics
EJF Capital LLC May 2010 - Present
china southern fund October 2008 - April 2010
EJF Capital LLC May 2006 - October 2007
FBR January 2001 - May 2005
Human Genome Sciences September 1991 - January 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Harvard Medical School 1991 — 1993
Post Doctoral, Virology
University of Massachusetts, Amherst 1986 — 1991
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
Nankai University 1981 — 1985
Bachelor of Science (BS), Genetics
bassema anwar's FBR Experience June 2008 - August 2008
Job Student at Fordham University
Industry Public Policy
Experience
The Synergos Institute June 2009 - August 2009
FBR June 2008 - August 2008
UNESCO July 2007 - July 2007
Education
Fordham University 2007 — 2011
Undergraduate, Economics
The Synergos Institute June 2009 - August 2009
FBR June 2008 - August 2008
UNESCO July 2007 - July 2007
Education
Fordham University 2007 — 2011
Undergraduate, Economics
John Fahnenstiel's FBR Experience June 2010 - August 2010
Job Chicago Area
Industry Financial Services
Experience
Bloomberg LP June 2015 - August 2015
Palm Island Enviro-Informatics January 2015 - May 2015
University of Minnesota August 2013 - May 2015
The Statesman August 2013 - May 2015
Jefferies & Company July 2011 - July 2013
FBR June 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Analysis, Microsoft Office, Research
Education
University of Minnesota Duluth 2013 — 2015
Master’s Degree, Computational and Applied Mathematics
Harvard University 2007 — 2011
Bachelor’s Degree, Economics
North Muskegon High School 2004 — 2007
High School
Bloomberg LP June 2015 - August 2015
Palm Island Enviro-Informatics January 2015 - May 2015
University of Minnesota August 2013 - May 2015
The Statesman August 2013 - May 2015
Jefferies & Company July 2011 - July 2013
FBR June 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Analysis, Microsoft Office, Research
Education
University of Minnesota Duluth 2013 — 2015
Master’s Degree, Computational and Applied Mathematics
Harvard University 2007 — 2011
Bachelor’s Degree, Economics
North Muskegon High School 2004 — 2007
High School
Keith Dougherty's FBR Experience November 2008 - July 2010
Job Sales and Account Management Consultant at Southport International Services, LLC
Industry Financial Services
Experience
Southport International Services, LLC March 2013 - Present
K.A.D Investments August 2010 - March 2013
FBR November 2008 - July 2010
UNX Inc July 2007 - November 2008
Lava Trading 2001 - 2007
Education
Kean University 1988 — 1996
Bachelors, Marketing
Southport International Services, LLC March 2013 - Present
K.A.D Investments August 2010 - March 2013
FBR November 2008 - July 2010
UNX Inc July 2007 - November 2008
Lava Trading 2001 - 2007
Education
Kean University 1988 — 1996
Bachelors, Marketing
Treasure Arthur's FBR Experience July 2013 - January 2014
Job Financial Analyst at Accenture
Industry Defense & Space
Experience
Accenture September 2015 - Present
Booz Allen Hamilton April 2014 - September 2015
Towers Watson February 2014 - April 2014
FBR July 2013 - January 2014
U.S. House of Representatives January 2013 - June 2013
Peer Financial Counseling August 2012 - January 2013
The Economic Empowerment Initiative Inc June 2011 - June 2012
Black Star Magazine January 2011 - April 2012
Emory University - Residence Life & Housing August 2010 - May 2011
Black Star Magazine January 2010 - May 2011
Skills
Cross-functional Team..., Data Analysis, Financial Analysis, Account Management, Operations Management, Corporate Finance, Qualitative Research, Market Research, Strategic Planning, Perceptive, Creative Problem Solving, Public Speaking, Contract Negotiation, Leadership, Social Media, Microsoft Office, Program Management, Nonprofits, Research, Analysis, Social Networking, Management
Education
Emory University - Goizueta Business School 2010 — 2012
Bachelor
The George Washington University
Applied Politics
Bahçeşehir Üniversity 2012 — 2012
Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Accenture September 2015 - Present
Booz Allen Hamilton April 2014 - September 2015
Towers Watson February 2014 - April 2014
FBR July 2013 - January 2014
U.S. House of Representatives January 2013 - June 2013
Peer Financial Counseling August 2012 - January 2013
The Economic Empowerment Initiative Inc June 2011 - June 2012
Black Star Magazine January 2011 - April 2012
Emory University - Residence Life & Housing August 2010 - May 2011
Black Star Magazine January 2010 - May 2011
Skills
Cross-functional Team..., Data Analysis, Financial Analysis, Account Management, Operations Management, Corporate Finance, Qualitative Research, Market Research, Strategic Planning, Perceptive, Creative Problem Solving, Public Speaking, Contract Negotiation, Leadership, Social Media, Microsoft Office, Program Management, Nonprofits, Research, Analysis, Social Networking, Management
Education
Emory University - Goizueta Business School 2010 — 2012
Bachelor
The George Washington University
Applied Politics
Bahçeşehir Üniversity 2012 — 2012
Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
David Dickson's FBR Experience December 2008 - July 2010
Job
Industry Investment Banking
Experience
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
Candice Sanders, CPA, CIA, CFE's FBR Experience March 2001 - April 2003
Job Global SOX Audit Manager at Live Nation Entertainment
Industry Accounting
Experience
Live Nation Entertainment March 2012 - Present
Horne LLP July 2009 - March 2012
University of Mississippi August 2008 - May 2009
Borg Warner Automotive August 2007 - May 2008
Schular Companies August 2006 - August 2007
Self-Employed April 2004 - July 2006
FBR March 2001 - April 2003
Bank of America June 1997 - February 2001
Skills
Sarbanes-Oxley Act, SOX 404, Auditing, Accounting, Internal Controls, Financial Analysis, US GAAP, Audit, Project Management, Forensic Accounting, Analysis, Sarbanes-Oxley, Risk Management, Microsoft Office, Budgets, Fraud Detection, Report Writing, Budgeting, Compliance, Time Management, Research, Strategic Planning, Financial Institutions, Certified Fraud Examiner, Internal Audit, COSO Framework, Risk Assessment
Education
University of Mississippi 2008 — 2009
Master of Accountancy (M.Accy.)
University of Mississippi 2007 — 2008
Bachelor of Science (B.S.), Accountancy
George Mason University 2004 — 2007
Accountancy
Live Nation Entertainment March 2012 - Present
Horne LLP July 2009 - March 2012
University of Mississippi August 2008 - May 2009
Borg Warner Automotive August 2007 - May 2008
Schular Companies August 2006 - August 2007
Self-Employed April 2004 - July 2006
FBR March 2001 - April 2003
Bank of America June 1997 - February 2001
Skills
Sarbanes-Oxley Act, SOX 404, Auditing, Accounting, Internal Controls, Financial Analysis, US GAAP, Audit, Project Management, Forensic Accounting, Analysis, Sarbanes-Oxley, Risk Management, Microsoft Office, Budgets, Fraud Detection, Report Writing, Budgeting, Compliance, Time Management, Research, Strategic Planning, Financial Institutions, Certified Fraud Examiner, Internal Audit, COSO Framework, Risk Assessment
Education
University of Mississippi 2008 — 2009
Master of Accountancy (M.Accy.)
University of Mississippi 2007 — 2008
Bachelor of Science (B.S.), Accountancy
George Mason University 2004 — 2007
Accountancy
Wes Stokes's FBR Experience November 2000 - October 2002
Job Lead Database Administrator at Magellan Health Services
Industry Mental Health Care
Experience
Magellan Health Services May 2014 - Present
Magellan Health Services September 2002 - May 2014
FBR November 2000 - October 2002
ICF International May 1995 - November 2000
Skills
Microsoft SQL Server, Database Administration, Data Migration, Database Design, Data Warehousing, Servers, Analysis Services, SSIS, Data Analysis, Disaster Recovery, Windows Server, Cognos, Unix, SQL Server, SharePoint, Shared Services, SharePoint Designer, Database Management, Replication, Public Speaking, Group Presentations, Backup Exec, MS Office Suite, Technical Documentation, Data Center, Sybase ASE, Barbecue Grilling, MongoDB
Education
University of Maryland College Park 1992 — 1994
BA, Economics
Howard Community College 1999 — 2000
MCDBA, MCSE
Temple University
Magellan Health Services May 2014 - Present
Magellan Health Services September 2002 - May 2014
FBR November 2000 - October 2002
ICF International May 1995 - November 2000
Skills
Microsoft SQL Server, Database Administration, Data Migration, Database Design, Data Warehousing, Servers, Analysis Services, SSIS, Data Analysis, Disaster Recovery, Windows Server, Cognos, Unix, SQL Server, SharePoint, Shared Services, SharePoint Designer, Database Management, Replication, Public Speaking, Group Presentations, Backup Exec, MS Office Suite, Technical Documentation, Data Center, Sybase ASE, Barbecue Grilling, MongoDB
Education
University of Maryland College Park 1992 — 1994
BA, Economics
Howard Community College 1999 — 2000
MCDBA, MCSE
Temple University
Heidi Keith's FBR Experience July 2002 - July 2008
Job at
Industry Individual & Family Services
Experience
Foundation for Behavorial Resources July 2008 - Present
FBR July 2002 - July 2008
Education
Kellogg Community College 1999 — 2000
Computer Information Systems
Foundation for Behavorial Resources July 2008 - Present
FBR July 2002 - July 2008
Education
Kellogg Community College 1999 — 2000
Computer Information Systems
Samir Khanal's FBR Experience 2003 - 2009
Job Senior Director of Investor Relations at DDR Corp.
Industry Real Estate
Experience
DDR Corp. August 2011 - Present
Morgan Stanley March 2009 - August 2011
FBR 2003 - 2009
Skills
Equity Research, Valuation, Financial Modeling, Investments, Capital Markets, Asset Managment, Equities, Financial Analysis, Portfolio Management, Private Equity, Investor Relations, Hedge Funds, DCF, Due Diligence, Securities
Education
New York University
Master of Arts (M.A.)
DDR Corp. August 2011 - Present
Morgan Stanley March 2009 - August 2011
FBR 2003 - 2009
Skills
Equity Research, Valuation, Financial Modeling, Investments, Capital Markets, Asset Managment, Equities, Financial Analysis, Portfolio Management, Private Equity, Investor Relations, Hedge Funds, DCF, Due Diligence, Securities
Education
New York University
Master of Arts (M.A.)
Nate Jencks's FBR Experience February 2005 - December 2012
Job Assistant Corporate Controller at Edelman Financial Group
Industry Investment Management
Experience
The Edelman Financial Group December 2012 - Present
FBR February 2005 - December 2012
Independence Air September 2003 - February 2005
TeleCorp PCS December 2000 - June 2003
Education
James Madison University 1993 — 1997
BA, Accounting and Finance
The Edelman Financial Group December 2012 - Present
FBR February 2005 - December 2012
Independence Air September 2003 - February 2005
TeleCorp PCS December 2000 - June 2003
Education
James Madison University 1993 — 1997
BA, Accounting and Finance
Greg Agnew's FBR Experience July 2011 - October 2014
Job Managing Director Investment Banking at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. October 2014 - Present
FBR July 2011 - October 2014
FBR 2009 - 2011
FBR 2006 - 2009
FBR 2004 - 2006
JefferiesQuarterdeck 2000 - March 2004
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Private Equity, Equity Research, Series 7, Fixed Income, Financial Modeling, Mergers & Acquisitions, Private Placements, Alternative Investments, Series 63, Corporate Finance
Education
Florida State University 1993 — 1997
Canaccord Genuity Inc. October 2014 - Present
FBR July 2011 - October 2014
FBR 2009 - 2011
FBR 2006 - 2009
FBR 2004 - 2006
JefferiesQuarterdeck 2000 - March 2004
Skills
Investment Banking, Capital Markets, Equities, Valuation, Hedge Funds, Private Equity, Equity Research, Series 7, Fixed Income, Financial Modeling, Mergers & Acquisitions, Private Placements, Alternative Investments, Series 63, Corporate Finance
Education
Florida State University 1993 — 1997
Robert DiDomenico's FBR Experience September 2007 - July 2010
Job IRS
Industry Government Administration
Experience
Internal Revenue Service February 2013 - Present
David Lerner Associates, inc. November 2011 - April 2012
Bankers Conseco Life Insurance Company December 2010 - September 2011
FBR September 2007 - July 2010
Prudential Financial June 1986 - July 2007
Skills
Series 24, Series 63, Securities, Equity Trading, Series 7
Education
Manhattan College 1977 — 1981
BS, Biochemistry / Mathematics(Minor)
Internal Revenue Service February 2013 - Present
David Lerner Associates, inc. November 2011 - April 2012
Bankers Conseco Life Insurance Company December 2010 - September 2011
FBR September 2007 - July 2010
Prudential Financial June 1986 - July 2007
Skills
Series 24, Series 63, Securities, Equity Trading, Series 7
Education
Manhattan College 1977 — 1981
BS, Biochemistry / Mathematics(Minor)
Rob Warman's FBR Experience February 2003 - February 2006
Job recon / dividend admin at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2010 - Present
PFPC June 2007 - June 2010
Cardinal Bank February 2006 - June 2007
FBR February 2003 - February 2006
Rushmore Trust & Savings May 1999 - February 2003
CoreStates Bank February 1997 - November 1998
PNC May 1990 - February 1997
Merrill Lynch January 1989 - May 1990
Butcher & Singer March 1986 - December 1988
Education
Georgetown University 1972 — 1977
B.A., English
Bank of New York Mellon June 2010 - Present
PFPC June 2007 - June 2010
Cardinal Bank February 2006 - June 2007
FBR February 2003 - February 2006
Rushmore Trust & Savings May 1999 - February 2003
CoreStates Bank February 1997 - November 1998
PNC May 1990 - February 1997
Merrill Lynch January 1989 - May 1990
Butcher & Singer March 1986 - December 1988
Education
Georgetown University 1972 — 1977
B.A., English
Jonathan Lei's FBR Experience May 2011 - Present
Job Field Support Engineer at FBR
Industry Investment Banking
Experience
FBR May 2011 - Present
FBR & Co May 2011 - Present
Mitsubishi UFJ Securities December 2008 - April 2011
Trayport Incorporated November 2006 - August 2008
BNY Mellon October 1999 - November 2006
Skills
Technical Support, Troubleshooting, Cisco Technologies, Microsoft Exchange, Fixed Income, Unix, VMware
Education
Long Island University
BS Degree, Computer Science
New York University
School, Continuing and
FBR May 2011 - Present
FBR & Co May 2011 - Present
Mitsubishi UFJ Securities December 2008 - April 2011
Trayport Incorporated November 2006 - August 2008
BNY Mellon October 1999 - November 2006
Skills
Technical Support, Troubleshooting, Cisco Technologies, Microsoft Exchange, Fixed Income, Unix, VMware
Education
Long Island University
BS Degree, Computer Science
New York University
School, Continuing and
Raymond Briscoe's FBR Experience August 2011 - Present
Job Help Desk at Year Up
Industry Nonprofit Organization Management
Experience
FBR August 2011 - Present
Year Up March 2010 - Present
Livingstone College April 2009 - November 2009
Education
Great Mills High School 2004 — 2008
Livingstone College
Sports Management, Business Management
FBR August 2011 - Present
Year Up March 2010 - Present
Livingstone College April 2009 - November 2009
Education
Great Mills High School 2004 — 2008
Livingstone College
Sports Management, Business Management
Brent Collier's FBR Experience 2001 - 2009
Job New Business Development Manager at FleetPride
Industry Hospital & Health Care
Experience
FleetPride July 2014 - Present
Grainger June 2012 - July 2014
COS: Capitol Office Solutions 2010 - 2012
FBR 2001 - 2009
Goldman Sachs 2000 - 2001
Skills
Sales, Return on Investment, Account Management, Sales Presentations, New Business Development, Direct Sales, Marketing Strategy, Cold Calling, Sales Management, Business Development, Contract Negotiation, Building Relationships, Marketing, Solution Selling, Strategy, Leadership, Salesforce.com, Negotiation, Lead Generation, B2B, Strategic Partnerships, SaaS, Trading, Strategic Planning, Selling, Competitive Analysis, Forecasting, Sales Operations, Business Strategy, Customer Retention, CRM, Sales Process, Complex Sales, Management, Training
Education
Howard University 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Carolina Central University 1994 — 1996
FleetPride July 2014 - Present
Grainger June 2012 - July 2014
COS: Capitol Office Solutions 2010 - 2012
FBR 2001 - 2009
Goldman Sachs 2000 - 2001
Skills
Sales, Return on Investment, Account Management, Sales Presentations, New Business Development, Direct Sales, Marketing Strategy, Cold Calling, Sales Management, Business Development, Contract Negotiation, Building Relationships, Marketing, Solution Selling, Strategy, Leadership, Salesforce.com, Negotiation, Lead Generation, B2B, Strategic Partnerships, SaaS, Trading, Strategic Planning, Selling, Competitive Analysis, Forecasting, Sales Operations, Business Strategy, Customer Retention, CRM, Sales Process, Complex Sales, Management, Training
Education
Howard University 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Carolina Central University 1994 — 1996
Saima Beaulieu's FBR Experience 2008 - 2009
Job HRMS Specialist at NJVC, LLC
Industry Information Technology and Services
Experience
NJVC, LLC 2009 - Present
FBR 2008 - 2009
BearingPoint 2006 - 2008
Skills
Visio, Performance Management, Human Resources, Payroll, SharePoint, HRIS, Deferred Compensation, New Hire Orientations, Employee Benefits, Software Documentation
Education
George Mason University 2002 — 2006
Bachelor's degree, Management Information Systems, General
NJVC, LLC 2009 - Present
FBR 2008 - 2009
BearingPoint 2006 - 2008
Skills
Visio, Performance Management, Human Resources, Payroll, SharePoint, HRIS, Deferred Compensation, New Hire Orientations, Employee Benefits, Software Documentation
Education
George Mason University 2002 — 2006
Bachelor's degree, Management Information Systems, General
Brent Hodges's FBR Experience 2012 - Present
Job Senior Managing Director at FBR
Industry Investment Banking
Experience
FBR 2012 - Present
Education
James Madison University 1987 — 1991
Finance, General
FBR 2012 - Present
Education
James Madison University 1987 — 1991
Finance, General
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