FBR Company
Industry: Federal agency
DescriptionThe Federal Board of Revenue is a top federal government body that investigates crimes related to taxation and money-laundering. FBR also operates special Broadening of Tax Base Zones that keep tax evaders under surveillance and compulsorily bring them into the tax net through its inspectors. Preceding Department: Central Board of Revenue Department executive: Dr. Muhammad Jehanzeb Khan, Chairman FBR/ Federal Secretary for Revenue Founded: 1 July 1920 Headquarters: Islamabad, Pakistan Jurisdiction: Pakistan Predecessor: Federal Board of Revenue
FBR List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FBR. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FBR Salaries. You can even request information on how much does FBR pay if you want to. Learn about salaries, pros and cons of working for FBR directly from the past employees.
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FBR Employees
Employee
Years
Job
Industry
Austin Vasiliadis Austin Vasiliadis's FBR Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Deutsche Bank
Industry
Experience
Deutsche Bank June 2015 - August 2015
Institute for Applied Economics, Global Health, and Study of Business Enterprise January 2014 - August 2015
FBR June 2014 - August 2014
Deutsche Bank Securities August 2013 - August 2013
Jones Lang LaSalle June 2013 - August 2013
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics; Financial Economics; Entrepreneurship & Management
Langley High School 2008 — 2012
Deutsche Bank June 2015 - August 2015
Institute for Applied Economics, Global Health, and Study of Business Enterprise January 2014 - August 2015
FBR June 2014 - August 2014
Deutsche Bank Securities August 2013 - August 2013
Jones Lang LaSalle June 2013 - August 2013
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics; Financial Economics; Entrepreneurship & Management
Langley High School 2008 — 2012
Eitan Bernstein, CFA Eitan Bernstein, CFA's FBR Experience May 2005 - August 2008
Job Senior Investment Analyst, Energy Credit at TPH Asset Management
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. January 2015 - Present
Wayzata Investment Partners August 2008 - August 2014
FBR May 2005 - August 2008
Calyon May 2004 - May 2005
Enron June 2001 - November 2003
Compaq Computers June 2000 - June 2001
Skills
Valuation, Investments, Energy, Restructuring, Financial Modeling, Bloomberg, Equities, Financial Structuring, High Yield, Equity Research, Portfolio Management, Equity Valuation, Oil, Private Equity, Finance, Corporate Finance, Alternative Investments
Education
University of Houston 1996 — 2000
MBA/JD, Business and Law
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Tudor, Pickering, Holt & Co. January 2015 - Present
Wayzata Investment Partners August 2008 - August 2014
FBR May 2005 - August 2008
Calyon May 2004 - May 2005
Enron June 2001 - November 2003
Compaq Computers June 2000 - June 2001
Skills
Valuation, Investments, Energy, Restructuring, Financial Modeling, Bloomberg, Equities, Financial Structuring, High Yield, Equity Research, Portfolio Management, Equity Valuation, Oil, Private Equity, Finance, Corporate Finance, Alternative Investments
Education
University of Houston 1996 — 2000
MBA/JD, Business and Law
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Kristin Hatfield Kristin Hatfield's FBR Experience May 1998 - February 2006
Job Certified Life & Health Coach at Kristin Hatfield, Certified Life & Health Counselor
Industry Health, Wellness and Fitness
Experience
Kristin Hatfield, Certified Life & Health Counselor June 2006 - Present
Telecommunications Industry February 2010 - October 2013
FBR May 1998 - February 2006
Skills
Process Efficiency, Staff Development, Team Building, Team Leadership, Team Management, Hazard Identification, Training Delivery, Hands-on Training, Employee Training, Performance Measurement, Nutritional Counseling, Grief Counseling, Individual Counselling, Wellness Coaching, Life Coaching, Risk Assessment, Risk Management, OSHA Record Keeping, Internal Audit, Bookkeeping, Conflict Resolution, Hiring Personnel, Strategic HR, Strategic Sourcing
Education
Institute for Integrative Nutrition 2004 — 2006
Certifed Holistic Health Counselor, Nutrition & Holistic Health
State University of New York College at Brockport 1989 — 1993
Bachelor of Science (BS), Psychology
Kristin Hatfield, Certified Life & Health Counselor June 2006 - Present
Telecommunications Industry February 2010 - October 2013
FBR May 1998 - February 2006
Skills
Process Efficiency, Staff Development, Team Building, Team Leadership, Team Management, Hazard Identification, Training Delivery, Hands-on Training, Employee Training, Performance Measurement, Nutritional Counseling, Grief Counseling, Individual Counselling, Wellness Coaching, Life Coaching, Risk Assessment, Risk Management, OSHA Record Keeping, Internal Audit, Bookkeeping, Conflict Resolution, Hiring Personnel, Strategic HR, Strategic Sourcing
Education
Institute for Integrative Nutrition 2004 — 2006
Certifed Holistic Health Counselor, Nutrition & Holistic Health
State University of New York College at Brockport 1989 — 1993
Bachelor of Science (BS), Psychology
Greg Biles, PMP Greg Biles, PMP's FBR Experience August 2006 - November 2011
Job Business Advisory Services Manager at Grant Thornton LLP
Industry Management Consulting
Experience
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP January 2012 - July 2013
FBR August 2006 - November 2011
Janney Montgomery Scott LLC April 2002 - July 2006
Jeffery M. Brown Associates, Inc 2001 - 2002
DMJM Aviation 2000 - 2001
The Hartford 1998 - 2000
Skills
Financial Reporting, Excel, Process Improvement, Word, Internal Audit, Consulting, Dodd-Frank, Sarbanes-Oxley Act, Internal Controls, Finance, Management, Microsoft Excel, US GAAP, General Ledger, Financial Analysis, Accounting, Visio, Corporate Finance, Account Reconciliation, Auditing, SEC filings, Variance Analysis, Oracle
Education
Shippensburg University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
Philadelphia University 1994 — 1998
Bachelor of Science, Finance
Father Judge High School 1991 — 1994
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP January 2012 - July 2013
FBR August 2006 - November 2011
Janney Montgomery Scott LLC April 2002 - July 2006
Jeffery M. Brown Associates, Inc 2001 - 2002
DMJM Aviation 2000 - 2001
The Hartford 1998 - 2000
Skills
Financial Reporting, Excel, Process Improvement, Word, Internal Audit, Consulting, Dodd-Frank, Sarbanes-Oxley Act, Internal Controls, Finance, Management, Microsoft Excel, US GAAP, General Ledger, Financial Analysis, Accounting, Visio, Corporate Finance, Account Reconciliation, Auditing, SEC filings, Variance Analysis, Oracle
Education
Shippensburg University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
Philadelphia University 1994 — 1998
Bachelor of Science, Finance
Father Judge High School 1991 — 1994
Dmitri Savasteev Dmitri Savasteev's FBR Experience September 2007 - December 2008
Job Information Technology and Services Consultant
Industry Computer Software
Experience
Liberty Power April 2013 - Present
Incapital February 2012 - February 2013
Management Concepts, Inc January 2009 - July 2011
FBR September 2007 - December 2008
Primescape Solutions November 2006 - September 2007
MyPublicInfo 2006 - 2006
Dynology Corporation 2003 - 2005
KCI Communications 1999 - 2003
Skills
Microsoft SQL Server, C#, ASP.NET, SQL, .NET, SDLC, Agile Methodologies, Software Project..., Software Development, JavaScript, Integration, XML, Databases, SharePoint, SOA, Web Applications, Requirements Analysis
Education
Saint Petersburg State Electrotechnical University "LETI" 1988 — 1994
Liberty Power April 2013 - Present
Incapital February 2012 - February 2013
Management Concepts, Inc January 2009 - July 2011
FBR September 2007 - December 2008
Primescape Solutions November 2006 - September 2007
MyPublicInfo 2006 - 2006
Dynology Corporation 2003 - 2005
KCI Communications 1999 - 2003
Skills
Microsoft SQL Server, C#, ASP.NET, SQL, .NET, SDLC, Agile Methodologies, Software Project..., Software Development, JavaScript, Integration, XML, Databases, SharePoint, SOA, Web Applications, Requirements Analysis
Education
Saint Petersburg State Electrotechnical University "LETI" 1988 — 1994
Linea Toepel Linea Toepel's FBR Experience May 2005 - December 2011
Job Marketing Director & HR Business Partner
Industry Financial Services
Experience
FBR May 2005 - December 2011
Riggs Bank January 2001 - May 2005
Skills
Human Resources, Vendor Management, Employee Relations, Internal Communications, Event Management, Event Planning, Onboarding
Education
The Ohio State University 1990 — 1995
BA, Communication
FBR May 2005 - December 2011
Riggs Bank January 2001 - May 2005
Skills
Human Resources, Vendor Management, Employee Relations, Internal Communications, Event Management, Event Planning, Onboarding
Education
The Ohio State University 1990 — 1995
BA, Communication
Sean Fogelman's FBR Experience June 2012 - May 2013
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC April 2014 - Present
Greentech Capital Advisors May 2013 - February 2014
FBR June 2012 - May 2013
Abundance Partners June 2011 - August 2011
Penn State Investment Association September 2009 - May 2011
Skills
Valuation, Financial Modeling, Investment Banking, Equities, DCF, Financial Analysis, Strategy, Investments, Analysis, Hedge Funds, Due Diligence, Series 63, Economics, Dealogic, Corporate Finance, SNL, Factset, Bloomberg, Private Placements, Series 7, Mergers & Acquisitions, DCF Valuation, Market Research, LBO, IPO, Recapitalizations, Quantitative Research, Qualitative Research, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Value Investing, US Equities
Education
Penn State University 2008 — 2012
BS, Finance with a concentration in Financial Accounting
Investment Banking Institute 2011 — 2011
Banking, Corporate Finance
Universidad de Pablo de Olavide, CEA Global Education 2011 — 2011
International Finance and Advanced Spanish
Parkland High School 2005 — 2008
Jefferies LLC April 2014 - Present
Greentech Capital Advisors May 2013 - February 2014
FBR June 2012 - May 2013
Abundance Partners June 2011 - August 2011
Penn State Investment Association September 2009 - May 2011
Skills
Valuation, Financial Modeling, Investment Banking, Equities, DCF, Financial Analysis, Strategy, Investments, Analysis, Hedge Funds, Due Diligence, Series 63, Economics, Dealogic, Corporate Finance, SNL, Factset, Bloomberg, Private Placements, Series 7, Mergers & Acquisitions, DCF Valuation, Market Research, LBO, IPO, Recapitalizations, Quantitative Research, Qualitative Research, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Value Investing, US Equities
Education
Penn State University 2008 — 2012
BS, Finance with a concentration in Financial Accounting
Investment Banking Institute 2011 — 2011
Banking, Corporate Finance
Universidad de Pablo de Olavide, CEA Global Education 2011 — 2011
International Finance and Advanced Spanish
Parkland High School 2005 — 2008
Marshall Stock's FBR Experience June 2011 - August 2011
Job Accounting Associate at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates March 2014 - Present
GAMCO Investors, Inc. August 2013 - August 2013
Metairie Country Club October 2011 - July 2013
Pestcoe, Schwed & Associates May 2012 - August 2012
FBR June 2011 - August 2011
Skills
Financial Modeling, Equity Research, Accounting, Financial Analysis, Claims Consulting, Microsoft Excel, Valuation Modeling, Finance, Risk Management, Auditing, Trading, QuickBooks
Education
Tulane University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Wilton High School 2005 — 2009
Bridgewater Associates March 2014 - Present
GAMCO Investors, Inc. August 2013 - August 2013
Metairie Country Club October 2011 - July 2013
Pestcoe, Schwed & Associates May 2012 - August 2012
FBR June 2011 - August 2011
Skills
Financial Modeling, Equity Research, Accounting, Financial Analysis, Claims Consulting, Microsoft Excel, Valuation Modeling, Finance, Risk Management, Auditing, Trading, QuickBooks
Education
Tulane University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Wilton High School 2005 — 2009
Ryan Kelley, CFA Ryan Kelley, CFA's FBR Experience January 2008 - November 2012
Job Vice President, Portfolio Manager at Hennessy Funds
Industry Investment Management
Experience
Hennessy Funds November 2012 - Present
FBR January 2008 - November 2012
FBR November 2005 - December 2007
FBR January 2002 - November 2005
FBR June 1997 - December 2001
Skills
Asset Management, Portfolio Management, CFA, Equities, Equity Research, Equity Valuation, Investment Banking, Mergers, Acquisition Analysis, IPO, Excel, PowerPoint, Capital IQ, Factset, SNL Securities, Bloomberg, Series 63, Series 7, Series 87, General Securities..., Banking, Business Valuation, Capital Markets, Chartered Financial..., Equity Trading, Finance, Financial Modeling, Institutional..., Investment Management, Mergers, Mutual Funds, Trading, Investment Strategies, ETFs, Investments, Valuation, FINRA, Funding, Investment Advisory, Private Equity, Investor Relations, Microsoft Excel, High Yield, Alternative Investments, Asset Allocation, Private Placements, Securities
Education
Oberlin College 1992 — 1996
Bachelor of Arts with High Honors, Dual Majors (Anthropology and Geology)
Concord Academy 1988 — 1991
High School Diploma
Hennessy Funds November 2012 - Present
FBR January 2008 - November 2012
FBR November 2005 - December 2007
FBR January 2002 - November 2005
FBR June 1997 - December 2001
Skills
Asset Management, Portfolio Management, CFA, Equities, Equity Research, Equity Valuation, Investment Banking, Mergers, Acquisition Analysis, IPO, Excel, PowerPoint, Capital IQ, Factset, SNL Securities, Bloomberg, Series 63, Series 7, Series 87, General Securities..., Banking, Business Valuation, Capital Markets, Chartered Financial..., Equity Trading, Finance, Financial Modeling, Institutional..., Investment Management, Mergers, Mutual Funds, Trading, Investment Strategies, ETFs, Investments, Valuation, FINRA, Funding, Investment Advisory, Private Equity, Investor Relations, Microsoft Excel, High Yield, Alternative Investments, Asset Allocation, Private Placements, Securities
Education
Oberlin College 1992 — 1996
Bachelor of Arts with High Honors, Dual Majors (Anthropology and Geology)
Concord Academy 1988 — 1991
High School Diploma
Julia Dare Walker Rundle Julia Dare Walker Rundle's FBR Experience May 2007 - August 2007
Job Senior Geologist at EP ENERGY
Industry Oil & Energy
Experience
EP ENERGY March 2014 - Present
EP ENERGY May 2012 - March 2014
El Paso Exploration & Production January 2010 - May 2012
Petroleum Development Corporation May 2008 - August 2009
West Virginia University August 2007 - May 2008
FBR May 2007 - August 2007
Radford University October 2003 - May 2007
Skills
Geology, Petroleum Geology, Stratigraphy, Subsurface Mapping, Basin Modeling, Operations, Geographix, Seismology, Petrophysics, Microsoft Office, Geological Mapping, Petra, Earth Science, Sedimentology, Petrel, Unconventional, Logging Interpretation, Log Analysis, GeoAtlas, PRIZM, QueryBuilder, WellBase, XSection, ZoneManager, Seismic Interpretation, Landmark, StratWorks, SeisWorks, Zmap, Geoprobe, Zetaware Hydrocarbon..., Genesis, Trinity, Priemere, Drilling, HNAV Geosteering, Spotfire, Eagle Ford Shale, Structural Geology
Education
West Virginia University 2007 — 2011
M.S. Geology, Petroleum Geology
Radford University 2002 — 2007
B.S. Geology, B.S. Anthropology, Geology, Archaeology
EP ENERGY March 2014 - Present
EP ENERGY May 2012 - March 2014
El Paso Exploration & Production January 2010 - May 2012
Petroleum Development Corporation May 2008 - August 2009
West Virginia University August 2007 - May 2008
FBR May 2007 - August 2007
Radford University October 2003 - May 2007
Skills
Geology, Petroleum Geology, Stratigraphy, Subsurface Mapping, Basin Modeling, Operations, Geographix, Seismology, Petrophysics, Microsoft Office, Geological Mapping, Petra, Earth Science, Sedimentology, Petrel, Unconventional, Logging Interpretation, Log Analysis, GeoAtlas, PRIZM, QueryBuilder, WellBase, XSection, ZoneManager, Seismic Interpretation, Landmark, StratWorks, SeisWorks, Zmap, Geoprobe, Zetaware Hydrocarbon..., Genesis, Trinity, Priemere, Drilling, HNAV Geosteering, Spotfire, Eagle Ford Shale, Structural Geology
Education
West Virginia University 2007 — 2011
M.S. Geology, Petroleum Geology
Radford University 2002 — 2007
B.S. Geology, B.S. Anthropology, Geology, Archaeology
Andrew Parmentier Andrew Parmentier's FBR Experience March 2001 - December 2008
Job Height Securities
Industry Capital Markets
Experience
Height Securities January 2009 - Present
Harvest Exchange Corp. January 2012 - Present
FBR March 2001 - December 2008
Education
The Johns Hopkins University 1999 — 2001
M.S. Applied Economics, Mathematics & Economics
Height Securities January 2009 - Present
Harvest Exchange Corp. January 2012 - Present
FBR March 2001 - December 2008
Education
The Johns Hopkins University 1999 — 2001
M.S. Applied Economics, Mathematics & Economics
Jason Wilson's FBR Experience 2007 - 2009
Job Managing Director at HOA Capital Advisors, LLC
Industry Real Estate
Experience
HOA Capital Advisors, LLC August 2014 - Present
Skyway Capital Partners, LLC July 2010 - July 2014
Carlton Group 2009 - 2010
FBR 2007 - 2009
Raymond James & Associates, Inc 2005 - 2007
CS Capital Advisors, LLC 2001 - 2004
Prudential Securities, Inc. 1999 - 2001
Skills
Series 79, Series 7, Series 63, Capital Markets, Private Equity, Valuation, Asset Management, Alternative Investments, Equities, Investments, Investment Banking, Hedge Funds, Portfolio Management, Fixed Income, Private Placements, Due Diligence, Financial Modeling, Equity Research, FINRA, Financial Analysis
Education
United States Military Academy at West Point 1994 — 1998
B.S., Operations Research
Charleroi Area High School 1991 — 1994
HOA Capital Advisors, LLC August 2014 - Present
Skyway Capital Partners, LLC July 2010 - July 2014
Carlton Group 2009 - 2010
FBR 2007 - 2009
Raymond James & Associates, Inc 2005 - 2007
CS Capital Advisors, LLC 2001 - 2004
Prudential Securities, Inc. 1999 - 2001
Skills
Series 79, Series 7, Series 63, Capital Markets, Private Equity, Valuation, Asset Management, Alternative Investments, Equities, Investments, Investment Banking, Hedge Funds, Portfolio Management, Fixed Income, Private Placements, Due Diligence, Financial Modeling, Equity Research, FINRA, Financial Analysis
Education
United States Military Academy at West Point 1994 — 1998
B.S., Operations Research
Charleroi Area High School 1991 — 1994
Chris Dattaro's FBR Experience July 2014 - July 2015
Job Director of Recruiting
Industry Internet
Experience
Trustify July 2015 - Present
FBR July 2014 - July 2015
Goldman Sachs April 2014 - May 2014
US Navy September 2012 - March 2014
US Navy March 2011 - September 2012
US Navy June 2009 - March 2011
Skills
Military, Command, Navy, Training, Counterterrorism, Force Protection, Operational Planning, Military Operations, DoD, Security Clearance, Military Experience, Defense, Weapons, Top Secret, National Security
Education
United States Naval Academy 2005 — 2009
B.S., Economics
The Hill School 2004 — 2005
Post-Graduate Diploma
Trustify July 2015 - Present
FBR July 2014 - July 2015
Goldman Sachs April 2014 - May 2014
US Navy September 2012 - March 2014
US Navy March 2011 - September 2012
US Navy June 2009 - March 2011
Skills
Military, Command, Navy, Training, Counterterrorism, Force Protection, Operational Planning, Military Operations, DoD, Security Clearance, Military Experience, Defense, Weapons, Top Secret, National Security
Education
United States Naval Academy 2005 — 2009
B.S., Economics
The Hill School 2004 — 2005
Post-Graduate Diploma
Stacey Herndon Stacey Herndon's FBR Experience February 2004 - July 2007
Job Institutional Asset Manager
Industry Financial Services
Experience
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
PNC Institutional Asset Management February 2011 - Present
New York Life Insurance Company 2009 - 2010
FBR February 2004 - July 2007
Citigroup (Salomon Brothers) 1994 - 2002
Salomon Brothers 1995 - 1999
Public Resources Advisory Group 1991 - 1993
The PFM Group 1989 - 1991
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor or Arts, Politics
The Sidwell Friends School 1981 — 1985
Connor Hayes Mckinney Connor Hayes Mckinney's FBR Experience March 2012 - May 2012
Job Analyst at Itaú BBA
Industry Banking
Experience
Itaú BBA September 2014 - Present
Brazil Desk - International Trade Administration - Department of Commerce June 2013 - August 2013
FBR March 2012 - May 2012
Skills
Brazilian Portuguese, Spanish, Latin America, Portuguese, International Trade, Research, English, Economics
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), International Affairs concentration in Latin America and double minor in Economics and Spanish
Pontifícia Universidade Católica de São Paulo / PUC-SP 2012 — 2013
Exchange Student, International Affairs and Economics
Conestoga High School
Itaú BBA September 2014 - Present
Brazil Desk - International Trade Administration - Department of Commerce June 2013 - August 2013
FBR March 2012 - May 2012
Skills
Brazilian Portuguese, Spanish, Latin America, Portuguese, International Trade, Research, English, Economics
Education
The George Washington University 2010 — 2014
Bachelor of Arts (B.A.), International Affairs concentration in Latin America and double minor in Economics and Spanish
Pontifícia Universidade Católica de São Paulo / PUC-SP 2012 — 2013
Exchange Student, International Affairs and Economics
Conestoga High School
Robert Guida Robert Guida's FBR Experience March 2015 - Present
Job Institutional Equity Sales at FBR
Industry Financial Services
Experience
FBR March 2015 - Present
Lazard Capital Markets June 2013 - August 2013
S.A.C. Capital Advisors June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Customer Service, English, Financial Analysis, Statistics, Time Management, Equities, Leadership
Education
The Johns Hopkins University 2010 — 2014
Bachelor's Degree, Political Science; Minor in Entrepreneurship and Management
FBR March 2015 - Present
Lazard Capital Markets June 2013 - August 2013
S.A.C. Capital Advisors June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Planning, Customer Service, English, Financial Analysis, Statistics, Time Management, Equities, Leadership
Education
The Johns Hopkins University 2010 — 2014
Bachelor's Degree, Political Science; Minor in Entrepreneurship and Management
Amy Gavin Amy Gavin's FBR Experience January 2012 - July 2012
Job Desktop Support Analyst
Industry Information Technology and Services
Experience
USA TODAY August 2012 - Present
FBR January 2012 - July 2012
United Cerebral Palsy November 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Ghost Imaging, Cisco Technologies, Blackberry, XTIVA, FDA, Fidessa, iPhone/iPad..., Organization, Goal Oriented, Time Management, Proactive self-starter, Help Desk Support, Windows 7, Technical Support, Information Technology, Active Directory, Operating Systems, Computer Hardware, Hardware, Troubleshooting, Windows XP
Education
Northern Virginia Community College 2011 — 2012
Information Technology
Chopticon High School 2006 — 2010
Business Administration and Management, General
USA TODAY August 2012 - Present
FBR January 2012 - July 2012
United Cerebral Palsy November 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Ghost Imaging, Cisco Technologies, Blackberry, XTIVA, FDA, Fidessa, iPhone/iPad..., Organization, Goal Oriented, Time Management, Proactive self-starter, Help Desk Support, Windows 7, Technical Support, Information Technology, Active Directory, Operating Systems, Computer Hardware, Hardware, Troubleshooting, Windows XP
Education
Northern Virginia Community College 2011 — 2012
Information Technology
Chopticon High School 2006 — 2010
Business Administration and Management, General
David Toti David Toti's FBR Experience March 2010 - October 2011
Job Managing Director and Senior REIT Analyst at BB&T Capital Markets
Industry Investment Banking
Experience
Cantor Fitzgerald December 2011 - March 2015
FBR March 2010 - October 2011
Citi August 2008 - February 2010
Lehman Brothers August 2002 - June 2008
Pelli Clarke Pelli Architects September 1989 - July 2000
Skills
Equity Research, Valuation, Real Estate, Real Estate Economics, Capital Markets, REIT, Financial Modeling, Portfolio Management, Equities, Architecture, Real Estate Development, Commercial Real Estate, Financial Structuring, Investment Banking, Housing Development, Investment Strategies, Capital, Real Estate Financing, Equity Valuation, Capital Raising, Securities, Director of Research, Construction Management
Education
University of Wisconsin-Madison - School of Business 2000 — 2002
MBA, Real Estate
Syracuse University 1984 — 1989
B.arch, Architecture
Cantor Fitzgerald December 2011 - March 2015
FBR March 2010 - October 2011
Citi August 2008 - February 2010
Lehman Brothers August 2002 - June 2008
Pelli Clarke Pelli Architects September 1989 - July 2000
Skills
Equity Research, Valuation, Real Estate, Real Estate Economics, Capital Markets, REIT, Financial Modeling, Portfolio Management, Equities, Architecture, Real Estate Development, Commercial Real Estate, Financial Structuring, Investment Banking, Housing Development, Investment Strategies, Capital, Real Estate Financing, Equity Valuation, Capital Raising, Securities, Director of Research, Construction Management
Education
University of Wisconsin-Madison - School of Business 2000 — 2002
MBA, Real Estate
Syracuse University 1984 — 1989
B.arch, Architecture
Paul Stephens Paul Stephens's FBR Experience April 2010 - Present
Job Senior Vice President at FBR Capital Markets & Co.
Industry Investment Banking
Experience
FBR April 2010 - Present
Carson Medlin Co. Investment Bankers December 2006 - April 2010
Skills
Mergers, Capital Raising, Investment Banking, Corporate Finance, Business Valuation, Financial Modeling, Financial Institutions, FIG
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance, General
FBR April 2010 - Present
Carson Medlin Co. Investment Bankers December 2006 - April 2010
Skills
Mergers, Capital Raising, Investment Banking, Corporate Finance, Business Valuation, Financial Modeling, Financial Institutions, FIG
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance, General
Amanda Noteware Gayle Amanda Noteware Gayle's FBR Experience June 2006 - March 2008
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2013 - Present
Bain & Company January 2011 - July 2013
The Wharton School September 2008 - May 2010
Bain & Company June 2009 - August 2009
FBR June 2006 - March 2008
Calpine June 2005 - June 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Operations and Information Management
Princeton University 2001 — 2005
AB, Economics
Bain & Company July 2013 - Present
Bain & Company January 2011 - July 2013
The Wharton School September 2008 - May 2010
Bain & Company June 2009 - August 2009
FBR June 2006 - March 2008
Calpine June 2005 - June 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Operations and Information Management
Princeton University 2001 — 2005
AB, Economics
Scott Battaglini (scott.battaglini@yahoo.com) Scott Battaglini (scott.battaglini@yahoo.com)'s FBR Experience 1998 - 2009
Job Financial Advisor & Consultant
Industry Financial Services
Experience
Wright Mechanical Services, Inc. 2011 - 2012
Close Up Foundation 2010 - 2011
Compass Point Research & Trading 2009 - 2010
FBR 1998 - 2009
Skills
Financial Sector, Financial Markets, Financial Advisory, Financial Planning, Financial Services, Sales, Management, Series 7, Investments, Asset Management, Strategic Financial..., Portfolio Management
Education
Towson University 1990 — 1992
Bachelor of Science (B.S.), Marketing
Wright Mechanical Services, Inc. 2011 - 2012
Close Up Foundation 2010 - 2011
Compass Point Research & Trading 2009 - 2010
FBR 1998 - 2009
Skills
Financial Sector, Financial Markets, Financial Advisory, Financial Planning, Financial Services, Sales, Management, Series 7, Investments, Asset Management, Strategic Financial..., Portfolio Management
Education
Towson University 1990 — 1992
Bachelor of Science (B.S.), Marketing
Maple Chen Maple Chen's FBR Experience February 2015 - Present
Job Investment Banking Associate at FBR
Industry Investment Banking
Experience
FBR February 2015 - Present
FBR June 2013 - February 2015
Simon Graduate School of Business, University of Rochester October 2012 - June 2013
Orange Value Fund August 2010 - May 2012
Third Avenue Management May 2011 - August 2011
Dulye Leadership Experience April 2011 - April 2011
Skills
Capital IQ, Bloomberg, Leadership, Investment Banking, Equities, Alternative Investments, Portfolio Management, Derivatives, Data Analysis, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
BS, Finance, Accounting, 3.8/4.0
FBR February 2015 - Present
FBR June 2013 - February 2015
Simon Graduate School of Business, University of Rochester October 2012 - June 2013
Orange Value Fund August 2010 - May 2012
Third Avenue Management May 2011 - August 2011
Dulye Leadership Experience April 2011 - April 2011
Skills
Capital IQ, Bloomberg, Leadership, Investment Banking, Equities, Alternative Investments, Portfolio Management, Derivatives, Data Analysis, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
BS, Finance, Accounting, 3.8/4.0
Scott Gaiser's FBR Experience June 2012 - November 2013
Job Senior Associate, Paramount Group, Inc.
Industry Commercial Real Estate
Experience
Paramount Group, Inc. (PGRE) December 2013 - Present
FBR June 2012 - November 2013
US Navy February 2009 - June 2012
USS Bunker Hill CG-52 October 2007 - January 2009
USS Bunker Hill CG-52 July 2005 - September 2007
Skills
Finance, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Navy, Security Clearance, Military, Operational Planning, Defense, DoD, Force Protection, Organizational..., Military Operations, Security, Top Secret, Weapons, Policy, Government, Military Training, Tactics, Military Experience
Education
United States Naval Academy 2001 — 2005
BS, Economics
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Paramount Group, Inc. (PGRE) December 2013 - Present
FBR June 2012 - November 2013
US Navy February 2009 - June 2012
USS Bunker Hill CG-52 October 2007 - January 2009
USS Bunker Hill CG-52 July 2005 - September 2007
Skills
Finance, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Navy, Security Clearance, Military, Operational Planning, Defense, DoD, Force Protection, Organizational..., Military Operations, Security, Top Secret, Weapons, Policy, Government, Military Training, Tactics, Military Experience
Education
United States Naval Academy 2001 — 2005
BS, Economics
The George Washington University - School of Business 2010 — 2012
MBA, Finance
Dan Grossmann's FBR Experience May 2008 - November 2008
Job Portfolio Consultant at Longboard Asset Management
Industry Financial Services
Experience
Longboard Asset Management August 2015 - Present
Investment Company Institute April 2013 - July 2015
Investment Company Institute October 2011 - March 2013
Investment Company Institute April 2010 - September 2011
CoStar Group July 2009 - March 2010
FBR May 2008 - November 2008
Skills
Research, Analysis, Customer Service, Investments, Mutual Funds, Economics, PowerPoint, Microsoft Excel, Sales, Quantitative Analytics, Strategic Planning, Microsoft Office, Leadership, Financial Analysis, Market Research, Financial Modeling, Statistics, Analytics, Data Mining, Nonprofits, Finance, Data Analysis, Forecasting, Financial Reporting
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
University of Maryland College Park
B.A., Economics
Longboard Asset Management August 2015 - Present
Investment Company Institute April 2013 - July 2015
Investment Company Institute October 2011 - March 2013
Investment Company Institute April 2010 - September 2011
CoStar Group July 2009 - March 2010
FBR May 2008 - November 2008
Skills
Research, Analysis, Customer Service, Investments, Mutual Funds, Economics, PowerPoint, Microsoft Excel, Sales, Quantitative Analytics, Strategic Planning, Microsoft Office, Leadership, Financial Analysis, Market Research, Financial Modeling, Statistics, Analytics, Data Mining, Nonprofits, Finance, Data Analysis, Forecasting, Financial Reporting
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.)
University of Maryland College Park
B.A., Economics
Kara Cotsalas Kara Cotsalas's FBR Experience November 2003 - August 2005
Job Chief, Workforce Management Branch, NIAID, NIH
Industry Government Administration
Experience
National Institutes of Health June 2012 - Present
Les Mills International May 2013 - Present
National Institutes of Health July 2009 - November 2013
Robert H. Smith School of Business July 2006 - July 2013
PricewaterhouseCoopers LLP, Washington Federal Practice April 2008 - July 2009
PricewaterhouseCoopers LLP, Washington Federal Practice August 2005 - May 2008
FBR November 2003 - August 2005
Skills
Workforce Planning, Succession Planning, Competency Management, Management Consulting, Data Analysis, Workforce Management, Employee Relations, Financial Analysis, Financial Modeling, Organizational..., Workshop Facilitation, Project Management, Performance Management, Leadership, Strategic Planning, Process Improvement, Management, Training, Recruiting, Program Management, Employee Training, Leadership Development, Government, Human Resources, Change Management, Talent Acquisition, Analysis, Onboarding
Education
The George Washington University 2008 — 2011
M.A., Organizational Sciences: Organization & HR Management
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance, Human Resources
University of Maryland College Park 2001 — 2005
B.A., Music Performance
National Institutes of Health June 2012 - Present
Les Mills International May 2013 - Present
National Institutes of Health July 2009 - November 2013
Robert H. Smith School of Business July 2006 - July 2013
PricewaterhouseCoopers LLP, Washington Federal Practice April 2008 - July 2009
PricewaterhouseCoopers LLP, Washington Federal Practice August 2005 - May 2008
FBR November 2003 - August 2005
Skills
Workforce Planning, Succession Planning, Competency Management, Management Consulting, Data Analysis, Workforce Management, Employee Relations, Financial Analysis, Financial Modeling, Organizational..., Workshop Facilitation, Project Management, Performance Management, Leadership, Strategic Planning, Process Improvement, Management, Training, Recruiting, Program Management, Employee Training, Leadership Development, Government, Human Resources, Change Management, Talent Acquisition, Analysis, Onboarding
Education
The George Washington University 2008 — 2011
M.A., Organizational Sciences: Organization & HR Management
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance, Human Resources
University of Maryland College Park 2001 — 2005
B.A., Music Performance
Debra (Lichtenstein) Greenberg Debra (Lichtenstein) Greenberg's FBR Experience April 2011 - October 2012
Job Director, Finance at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company October 2012 - Present
FBR April 2011 - October 2012
FBR August 2007 - April 2011
Accenture June 2004 - August 2007
Skills
Finance, Financial Analysis, Financial Modeling, Asset Management, Managerial Finance, Analysis, Corporate Finance
Education
The George Washington University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
The Advisory Board Company October 2012 - Present
FBR April 2011 - October 2012
FBR August 2007 - April 2011
Accenture June 2004 - August 2007
Skills
Finance, Financial Analysis, Financial Modeling, Asset Management, Managerial Finance, Analysis, Corporate Finance
Education
The George Washington University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Emily Moscoso Emily Moscoso's FBR Experience October 1997 - Present
Job Office Administrator at FBR
Industry Investment Banking
Experience
FBR October 1997 - Present
Office of Thrift Supervision, Department of the Treasury 1987 - September 1997
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Accounting, Microsoft Office, Banking, Series 63, Securities, Investment Banking, Travel Arrangements, Administrative..., Accounts Payable, Customer Service
Education
Pasadena City College 1985 — 1998
Taylor Business Institute 1979 — 1980
Administrative Assistant
FBR October 1997 - Present
Office of Thrift Supervision, Department of the Treasury 1987 - September 1997
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Accounting, Microsoft Office, Banking, Series 63, Securities, Investment Banking, Travel Arrangements, Administrative..., Accounts Payable, Customer Service
Education
Pasadena City College 1985 — 1998
Taylor Business Institute 1979 — 1980
Administrative Assistant
Michael Mestayer, Jr. Michael Mestayer, Jr.'s FBR Experience August 2014 - August 2015
Job Associate Financial Institutions Group
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
FBR August 2014 - August 2015
Chaffe & Associates, Inc. October 2011 - July 2014
ThirtyNorth Investments, LLC June 2011 - September 2011
Owen Graduate School of Management July 2010 - May 2011
Advisean Partners, LLC May 2010 - July 2010
Drysdale Consulting, LLC May 2009 - September 2009
Skills
Financial Modeling, Valuation, DCF, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis, Equity Valuation, Due Diligence, Derivatives, Financial Forecasting, Mergers & Acquisitions, Microsoft Excel, Bloomberg
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
The University of Texas at Austin 2006 — 2010
Bachelor of Science, Physics
Deutsche Bank September 2015 - Present
FBR August 2014 - August 2015
Chaffe & Associates, Inc. October 2011 - July 2014
ThirtyNorth Investments, LLC June 2011 - September 2011
Owen Graduate School of Management July 2010 - May 2011
Advisean Partners, LLC May 2010 - July 2010
Drysdale Consulting, LLC May 2009 - September 2009
Skills
Financial Modeling, Valuation, DCF, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis, Equity Valuation, Due Diligence, Derivatives, Financial Forecasting, Mergers & Acquisitions, Microsoft Excel, Bloomberg
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
The University of Texas at Austin 2006 — 2010
Bachelor of Science, Physics
Denis Reshetnev's FBR Experience June 2013 - July 2014
Job Corporate Advisory Analyst (Investment Banking & Markets, Mergers & Acquisitions)
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
FBR June 2013 - July 2014
Goldman Sachs May 2012 - August 2012
Pennsylvania State Investment Association January 2011 - April 2012
Puig Financial July 2011 - August 2011
Le Havre Owners Inc. May 2007 - August 2011
Hereford Insurance Company June 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Convertible Bonds, Valuation, Equities, Credit Analysis, Options, Financial Statements, Investments, SEC filings, Capital Markets, Series 63, Series 79, Mergers, Financial Modeling, Fixed Income, Corporate Finance, Investment Banking
Education
Penn State University 2009 — 2013
Finance
Smeal College of Business 2009 — 2013
Bachelor of Science, Finance, 3.95
Bayside High School (September of 2006 to June of 2009) 2005 — 2009
High School Diploma
The Pennsylvania State University, Smeal College of Business University
Bachelor of Science, Finance
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
FBR June 2013 - July 2014
Goldman Sachs May 2012 - August 2012
Pennsylvania State Investment Association January 2011 - April 2012
Puig Financial July 2011 - August 2011
Le Havre Owners Inc. May 2007 - August 2011
Hereford Insurance Company June 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Microsoft Word, Convertible Bonds, Valuation, Equities, Credit Analysis, Options, Financial Statements, Investments, SEC filings, Capital Markets, Series 63, Series 79, Mergers, Financial Modeling, Fixed Income, Corporate Finance, Investment Banking
Education
Penn State University 2009 — 2013
Finance
Smeal College of Business 2009 — 2013
Bachelor of Science, Finance, 3.95
Bayside High School (September of 2006 to June of 2009) 2005 — 2009
High School Diploma
The Pennsylvania State University, Smeal College of Business University
Bachelor of Science, Finance
Chris Dugan Chris Dugan's FBR Experience June 2007 - November 2008
Job Associate at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB July 2015 - Present
OceanBridge Partners December 2008 - June 2015
The Peter Schiff Show October 2010 - January 2012
FBR June 2007 - November 2008
Deutsche Bank June 2006 - August 2006
The White House September 2005 - May 2006
Legacy Partners Group June 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers, Private Equity, Writing, Corporate Finance, Excel, Capital Markets, PowerPoint, Access, Microsoft Office, International Relations, Word, Market Research, Outlook, Business Strategy, Financial Analysis, Investment Banking, Social Media, Due Diligence, International Business, Financial Reporting, Business Analysis, Government, Accounting, Economics, Foreign Policy, Forecasting, FactSet, Thomson One Banker, Virtual Data Rooms, Mergers & Acquisitions, Microsoft Excel, M&A experience, DCF, Investments, Management, Analysis, Finance, Strategy
Education
The George Washington University - School of Business 2003 — 2007
BBA, Finance, Accounting
The American School in London 2002 — 2003
Westminster School 1999 — 2002
Headwaters MB July 2015 - Present
OceanBridge Partners December 2008 - June 2015
The Peter Schiff Show October 2010 - January 2012
FBR June 2007 - November 2008
Deutsche Bank June 2006 - August 2006
The White House September 2005 - May 2006
Legacy Partners Group June 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers, Private Equity, Writing, Corporate Finance, Excel, Capital Markets, PowerPoint, Access, Microsoft Office, International Relations, Word, Market Research, Outlook, Business Strategy, Financial Analysis, Investment Banking, Social Media, Due Diligence, International Business, Financial Reporting, Business Analysis, Government, Accounting, Economics, Foreign Policy, Forecasting, FactSet, Thomson One Banker, Virtual Data Rooms, Mergers & Acquisitions, Microsoft Excel, M&A experience, DCF, Investments, Management, Analysis, Finance, Strategy
Education
The George Washington University - School of Business 2003 — 2007
BBA, Finance, Accounting
The American School in London 2002 — 2003
Westminster School 1999 — 2002
Nima Zahedi's FBR Experience May 2010 - May 2011
Job Product Manager at Instacart
Industry Internet
Experience
Instacart August 2015 - Present
Instacart January 2015 - August 2015
Instacart January 2014 - December 2014
TripAdvisor July 2013 - January 2014
TripAdvisor July 2011 - July 2013
FBR May 2010 - May 2011
Wedbush Morgan Securities May 2009 - August 2009
Wedbush Morgan Securities May 2008 - August 2008
Skills
Competitive Analysis, Analysis, Marketing, Analytics, Market Research, Product Management, Marketing Strategy, Business Strategy, Data Analysis, Start-ups, Market Analysis, E-commerce, SQL, SEM, Mobile Devices
Education
Purdue University - Krannert School of Management 2006 — 2010
BS, Economics, History
DIS-Danish Institute for Study Abroad 2009 — 2009
International Business
Instacart August 2015 - Present
Instacart January 2015 - August 2015
Instacart January 2014 - December 2014
TripAdvisor July 2013 - January 2014
TripAdvisor July 2011 - July 2013
FBR May 2010 - May 2011
Wedbush Morgan Securities May 2009 - August 2009
Wedbush Morgan Securities May 2008 - August 2008
Skills
Competitive Analysis, Analysis, Marketing, Analytics, Market Research, Product Management, Marketing Strategy, Business Strategy, Data Analysis, Start-ups, Market Analysis, E-commerce, SQL, SEM, Mobile Devices
Education
Purdue University - Krannert School of Management 2006 — 2010
BS, Economics, History
DIS-Danish Institute for Study Abroad 2009 — 2009
International Business
David Ash David Ash's FBR Experience April 2005 - July 2010
Job Chief Financial Officer at TexStar Midstream
Industry Oil & Energy
Experience
TexStar Midstream Services, LP December 2011 - Present
Donovan Capital November 2010 - December 2011
FBR April 2005 - July 2010
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Business
Southern Methodist University - Cox School of Business
BBA, Finance
TexStar Midstream Services, LP December 2011 - Present
Donovan Capital November 2010 - December 2011
FBR April 2005 - July 2010
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Business
Southern Methodist University - Cox School of Business
BBA, Finance
Tiffany Gdowik Tiffany Gdowik's FBR Experience June 2007 - November 2008
Job MBA Candidate at the McCombs School of Business
Industry Financial Services
Experience
Duff & Phelps February 2014 - June 2014
Duff & Phelps May 2009 - February 2014
FBR June 2007 - November 2008
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Mergers & Acquisitions, Forensic Accounting, Certified Fraud Examiner, Corporate Fraud..., Litigation, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2003 — 2007
BS in Commerce, Finance and Accounting
Duff & Phelps February 2014 - June 2014
Duff & Phelps May 2009 - February 2014
FBR June 2007 - November 2008
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Mergers & Acquisitions, Forensic Accounting, Certified Fraud Examiner, Corporate Fraud..., Litigation, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2003 — 2007
BS in Commerce, Finance and Accounting
Gregory Giancola Gregory Giancola's FBR Experience September 2009 - December 2011
Job Manager, HRIS Implementation, at NeoSystems Corp
Industry Human Resources
Experience
NeoSystems Corp January 2014 - Present
Gate Gourmet April 2013 - January 2014
Human Capital Think January 2012 - April 2013
FBR September 2009 - December 2011
FBR December 2009 - July 2010
FBR May 2007 - December 2009
Watson Wyatt Worldwide August 2005 - May 2007
Human Rights Campaign January 2005 - May 2005
Youth Crime Watch America October 2004 - December 2004
British House of Commons May 2003 - June 2003
Skills
HRIS, Human Resources, Payroll, Employee Benefits, Management, Accounting, Employee Relations, Succession Planning, Recruiting, Cognos, Training, Onboarding, Process Improvement, Deferred Compensation, Policy, Applicant Tracking..., Leadership, Project Management, Budgets, Personnel Management, Talent Acquisition, Performance Management, Talent Management, Analysis, HR Policies, College Recruiting, Organizational..., Workforce Planning, Taleo
Education
The Catholic University of America 2001 — 2005
BA, German and Politics
Rheinische Friedrich-Wilhelms-Universität Bonn 2004 — 2004
Intensive German Language Study
Katholische Universität Eichstätt/Insglostatt 2002 — 2002
German Language and European Political Studies
NeoSystems Corp January 2014 - Present
Gate Gourmet April 2013 - January 2014
Human Capital Think January 2012 - April 2013
FBR September 2009 - December 2011
FBR December 2009 - July 2010
FBR May 2007 - December 2009
Watson Wyatt Worldwide August 2005 - May 2007
Human Rights Campaign January 2005 - May 2005
Youth Crime Watch America October 2004 - December 2004
British House of Commons May 2003 - June 2003
Skills
HRIS, Human Resources, Payroll, Employee Benefits, Management, Accounting, Employee Relations, Succession Planning, Recruiting, Cognos, Training, Onboarding, Process Improvement, Deferred Compensation, Policy, Applicant Tracking..., Leadership, Project Management, Budgets, Personnel Management, Talent Acquisition, Performance Management, Talent Management, Analysis, HR Policies, College Recruiting, Organizational..., Workforce Planning, Taleo
Education
The Catholic University of America 2001 — 2005
BA, German and Politics
Rheinische Friedrich-Wilhelms-Universität Bonn 2004 — 2004
Intensive German Language Study
Katholische Universität Eichstätt/Insglostatt 2002 — 2002
German Language and European Political Studies
Anthony Luscri's FBR Experience 2004 - 2006
Job Director, Investor Relations at VMware
Industry Financial Services
Experience
VMware 2013 - Present
J.P. Morgan 2006 - 2013
FBR 2004 - 2006
Applied Materials 2000 - 2004
ALZA Corporation 1998 - 2000
Applied Materials 1996 - 1998
Education
Santa Clara University 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1991 — 1995
Bachelor of Science (B.S.), Chemical Engineering
VMware 2013 - Present
J.P. Morgan 2006 - 2013
FBR 2004 - 2006
Applied Materials 2000 - 2004
ALZA Corporation 1998 - 2000
Applied Materials 1996 - 1998
Education
Santa Clara University 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1991 — 1995
Bachelor of Science (B.S.), Chemical Engineering
Sarah Evangelista Sarah Evangelista's FBR Experience September 2003 - May 2004
Job HRLDP Intern Johnson & Johnson
Industry Human Resources
Experience
Johnson & Johnson May 2015 - Present
Robert H. Smith School of Business, University of Maryland August 2014 - May 2015
EJF Capital LLC 2013 - April 2014
EJF Capital LLC May 2010 - May 2013
EJF Capital LLC June 2006 - May 2010
EJF Capital LLC August 2005 - May 2006
FBR September 2003 - May 2004
Skills
Hedge Funds, Trading, Bloomberg, Valuation, Equities, Equity Research, Investments, Fixed Income, Asset Managment, Securities, FX Options, Portfolio Management, Asset Management, Equity Trading, Options, Bonds, Asset Allocation, Investment Strategies, Banking, Management, Strategy, Human Resources
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
The George Washington University 2002 — 2006
B.A., International Affairs - Economics and Politics
Johnson & Johnson May 2015 - Present
Robert H. Smith School of Business, University of Maryland August 2014 - May 2015
EJF Capital LLC 2013 - April 2014
EJF Capital LLC May 2010 - May 2013
EJF Capital LLC June 2006 - May 2010
EJF Capital LLC August 2005 - May 2006
FBR September 2003 - May 2004
Skills
Hedge Funds, Trading, Bloomberg, Valuation, Equities, Equity Research, Investments, Fixed Income, Asset Managment, Securities, FX Options, Portfolio Management, Asset Management, Equity Trading, Options, Bonds, Asset Allocation, Investment Strategies, Banking, Management, Strategy, Human Resources
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
The George Washington University 2002 — 2006
B.A., International Affairs - Economics and Politics
Lizabeth Dunn Lizabeth Dunn's FBR Experience August 2010 - June 2011
Job Founder and CEO at Talmage Advisors
Industry Financial Services
Experience
Consumer Growth Partners June 2015 - Present
Talmage Advisors September 2014 - Present
Macquarie Group August 2011 - September 2014
FBR August 2010 - June 2011
Thomas Weisel October 2006 - June 2010
Prudential Equity Group October 2001 - November 2006
Bear Stearns November 2000 - October 2001
Gap Inc. May 2000 - November 2000
Liz Claiborne June 1999 - April 2000
Bear Stearns February 1997 - June 1999
Skills
Equities, Equity Research, Capital Markets, Valuation, Financial Modeling, Bloomberg, Strategy, Investment Banking, Equity Valuation, Alternative Investments, Fixed Income, Private Equity, Hedge Funds, Portfolio Management, Investments, Strategic Brand...
Education
Spelman College 1992 — 1996
Bachelor of Arts, Economics
Consumer Growth Partners June 2015 - Present
Talmage Advisors September 2014 - Present
Macquarie Group August 2011 - September 2014
FBR August 2010 - June 2011
Thomas Weisel October 2006 - June 2010
Prudential Equity Group October 2001 - November 2006
Bear Stearns November 2000 - October 2001
Gap Inc. May 2000 - November 2000
Liz Claiborne June 1999 - April 2000
Bear Stearns February 1997 - June 1999
Skills
Equities, Equity Research, Capital Markets, Valuation, Financial Modeling, Bloomberg, Strategy, Investment Banking, Equity Valuation, Alternative Investments, Fixed Income, Private Equity, Hedge Funds, Portfolio Management, Investments, Strategic Brand...
Education
Spelman College 1992 — 1996
Bachelor of Arts, Economics
Charles Ng Charles Ng's FBR Experience September 2008 - February 2013
Job Sales Manager at OneWire
Industry Financial Services
Experience
FBR September 2008 - February 2013
KBC Financial Products December 2001 - January 2008
Thomas Weisel Partners March 2000 - December 2001
Skills
Bloomberg, Securities, Trading, Equities, Fixed Income, Convertible Bonds, Sales, Relationship Management, Capital Markets, Investment Banking, Bonds, Options, Equity Derivatives, Equity Research, Alternative Investments, Derivatives, Financial Markets, Electronic Trading, Asset Management, Investments
Education
Pace University-New York
Bachelor of Business Administration (B.B.A.), Finance, General
FBR September 2008 - February 2013
KBC Financial Products December 2001 - January 2008
Thomas Weisel Partners March 2000 - December 2001
Skills
Bloomberg, Securities, Trading, Equities, Fixed Income, Convertible Bonds, Sales, Relationship Management, Capital Markets, Investment Banking, Bonds, Options, Equity Derivatives, Equity Research, Alternative Investments, Derivatives, Financial Markets, Electronic Trading, Asset Management, Investments
Education
Pace University-New York
Bachelor of Business Administration (B.B.A.), Finance, General
Ashvin D. Bodhale, MS, PMP® Ashvin D. Bodhale, MS, PMP®'s FBR Experience June 2008 - August 2008
Job Infrastructure Management Professional
Industry Information Technology and Services
Experience
Federal Project December 2012 - Present
eGlobalTech August 2012 - December 2012
SRA International April 2010 - August 2012
Prematics February 2009 - March 2010
St. Laurent Institute February 2008 - February 2009
FBR June 2008 - August 2008
Discovery Communications January 2008 - April 2008
Skills
Virtualization, Linux, Cloud Computing, System Administration, Integration, Unix, Information Security, Security, Systems Engineering, Computer Hardware, Servers, DNS, TCP/IP, Microsoft SQL Server, Active Directory, Firewalls, Perl, Disaster Recovery, vSphere, Oracle, SDLC, VMware ESX, Requirements Analysis, Cloud Security, Infrastructure, Xen, Amazon Web Services..., RHEL, Solaris, Visio, Operating Systems, Computer Security, Cluster, Hardware, Testing, Networking, Hypervisor, OpenStack, ESXi, Private Clouds, Project Management, Manage Client..., Client Co-ordination, Team Leadership, Technical Leadership, Enterprise Architecture, CRM, VMware vSphere
Education
The George Washington University
Master of Science
University of Pune
Bachelors
Federal Project December 2012 - Present
eGlobalTech August 2012 - December 2012
SRA International April 2010 - August 2012
Prematics February 2009 - March 2010
St. Laurent Institute February 2008 - February 2009
FBR June 2008 - August 2008
Discovery Communications January 2008 - April 2008
Skills
Virtualization, Linux, Cloud Computing, System Administration, Integration, Unix, Information Security, Security, Systems Engineering, Computer Hardware, Servers, DNS, TCP/IP, Microsoft SQL Server, Active Directory, Firewalls, Perl, Disaster Recovery, vSphere, Oracle, SDLC, VMware ESX, Requirements Analysis, Cloud Security, Infrastructure, Xen, Amazon Web Services..., RHEL, Solaris, Visio, Operating Systems, Computer Security, Cluster, Hardware, Testing, Networking, Hypervisor, OpenStack, ESXi, Private Clouds, Project Management, Manage Client..., Client Co-ordination, Team Leadership, Technical Leadership, Enterprise Architecture, CRM, VMware vSphere
Education
The George Washington University
Master of Science
University of Pune
Bachelors
Joseph Gallo Joseph Gallo's FBR Experience February 2015 - Present
Job Senior Equity Research Associate at FBR
Industry Financial Services
Experience
FBR February 2015 - Present
FBR December 2013 - February 2015
Deloitte September 2012 - December 2013
FBR May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Finance
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
FBR February 2015 - Present
FBR December 2013 - February 2015
Deloitte September 2012 - December 2013
FBR May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Finance
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Michael Virgilio Michael Virgilio's FBR Experience June 2011 - May 2012
Job Associate at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ December 2013 - Present
JPMorgan Chase August 2012 - December 2013
FBR June 2011 - May 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investment Banking, Valuation, Credit, Corporate Finance, Finance, Banking, Due Diligence, Capital Markets, Oil & Gas, Investment Management, Debt & Equity Financing, Business Analysis
Education
Texas A&M University - Mays Business School 2005 — 2009
B.B.A., Finance
Bank of Tokyo-Mitsubishi UFJ December 2013 - Present
JPMorgan Chase August 2012 - December 2013
FBR June 2011 - May 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investment Banking, Valuation, Credit, Corporate Finance, Finance, Banking, Due Diligence, Capital Markets, Oil & Gas, Investment Management, Debt & Equity Financing, Business Analysis
Education
Texas A&M University - Mays Business School 2005 — 2009
B.B.A., Finance
Linda Eddy Linda Eddy's FBR Experience February 2015 - Present
Job Strategic Communications & Marketing | Investor Relations | Corporate Governance | Capital Markets
Industry Financial Services
Experience
FBR February 2015 - Present
The Center for Audit Quality February 2013 - November 2014
Freddie Mac September 2002 - January 2013
Columbia Energy Group July 1996 - March 2000
NASDAQ March 1995 - June 1996
Thomson Financial July 1988 - March 1995
Skills
Investor Relations, Capital Markets, Financial Modeling, Valuation, Finance, Financial Analysis, Investments, Risk Management, Corporate Finance, Corporate Governance, Financial Communications, Project Management, Strategic Partnerships, Equities, Fixed Income, Strategic Communications, Portfolio Management, Mergers & Acquisitions, Bloomberg, Securities, Financial Services, M&A experience, Asset Management, Sponsorship Relations, Messaging, Event Planning
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2000
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor's Degree, Finance and Management
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Leadership and Strategic Execution
Dulaney High School
FBR February 2015 - Present
The Center for Audit Quality February 2013 - November 2014
Freddie Mac September 2002 - January 2013
Columbia Energy Group July 1996 - March 2000
NASDAQ March 1995 - June 1996
Thomson Financial July 1988 - March 1995
Skills
Investor Relations, Capital Markets, Financial Modeling, Valuation, Finance, Financial Analysis, Investments, Risk Management, Corporate Finance, Corporate Governance, Financial Communications, Project Management, Strategic Partnerships, Equities, Fixed Income, Strategic Communications, Portfolio Management, Mergers & Acquisitions, Bloomberg, Securities, Financial Services, M&A experience, Asset Management, Sponsorship Relations, Messaging, Event Planning
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2000
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor's Degree, Finance and Management
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Leadership and Strategic Execution
Dulaney High School
Rob MacKenzie Rob MacKenzie's FBR Experience September 2002 - May 2008
Job Director of Research at Iberia Capital Partners
Industry Financial Services
Experience
Iberia Capital Partners July 2013 - Present
FBR Capital Markets May 2008 - July 2013
FBR September 2002 - May 2008
Citigroup May 2000 - September 2002
Southcoast Capital (Now Capital One Southcoast) May 1999 - May 2000
Schlumberger August 1993 - May 1999
Education
Tulane University - A.B. Freeman School of Business 1996 — 1999
MBA
Queen's University 1989 — 1993
BSc
Appleby College 1983 — 1988
High School
Iberia Capital Partners July 2013 - Present
FBR Capital Markets May 2008 - July 2013
FBR September 2002 - May 2008
Citigroup May 2000 - September 2002
Southcoast Capital (Now Capital One Southcoast) May 1999 - May 2000
Schlumberger August 1993 - May 1999
Education
Tulane University - A.B. Freeman School of Business 1996 — 1999
MBA
Queen's University 1989 — 1993
BSc
Appleby College 1983 — 1988
High School
Catherine Swanson Catherine Swanson's FBR Experience June 2010 - August 2010
Job Prime Brokerage Sales Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch July 2012 - August 2013
Stanford University June 2008 - June 2012
Kappa Kappa Gamma January 2011 - January 2012
Bank of America Merrill Lynch June 2011 - August 2011
FBR June 2010 - August 2010
ABC 7/News Chanel 8 June 2009 - August 2009
McCain Campaign Media Department June 2008 - August 2008
Skills
Pitch Books, Sales, Oral & Written..., Social Media, Business Strategy, PowerPoint, Microsoft Office
Education
Stanford University 2008 — 2012
B.S., Science, Technology, and Society
Holton-Arms School 2002 — 2008
High School Diploma 2008
Bank of America Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch July 2012 - August 2013
Stanford University June 2008 - June 2012
Kappa Kappa Gamma January 2011 - January 2012
Bank of America Merrill Lynch June 2011 - August 2011
FBR June 2010 - August 2010
ABC 7/News Chanel 8 June 2009 - August 2009
McCain Campaign Media Department June 2008 - August 2008
Skills
Pitch Books, Sales, Oral & Written..., Social Media, Business Strategy, PowerPoint, Microsoft Office
Education
Stanford University 2008 — 2012
B.S., Science, Technology, and Society
Holton-Arms School 2002 — 2008
High School Diploma 2008
Matthew Wavro's FBR Experience December 2009 - December 2010
Job HR Generalist & Recruiter
Industry Human Resources
Experience
FBR & Co. January 2011 - Present
FBR December 2009 - December 2010
Presidential Classroom January 2009 - February 2009
Purdue University August 2007 - June 2008
Purdue University August 2002 - June 2008
Purdue University January 2004 - February 2005
Purdue University 2002 - 2005
Purdue University 2003 - 2004
Purdue University August 2002 - July 2003
Skills
Human Resources, New Hire Orientations, Onboarding, Sourcing, Recruiting, Applicant Tracking..., Leadership, College Recruiting, Leadership Development, Interviews, Talent Acquisition
Education
Purdue University 2002 — 2005
MA, Political Science
Purdue University 1998 — 2002
BS, Political Science
FBR & Co. January 2011 - Present
FBR December 2009 - December 2010
Presidential Classroom January 2009 - February 2009
Purdue University August 2007 - June 2008
Purdue University August 2002 - June 2008
Purdue University January 2004 - February 2005
Purdue University 2002 - 2005
Purdue University 2003 - 2004
Purdue University August 2002 - July 2003
Skills
Human Resources, New Hire Orientations, Onboarding, Sourcing, Recruiting, Applicant Tracking..., Leadership, College Recruiting, Leadership Development, Interviews, Talent Acquisition
Education
Purdue University 2002 — 2005
MA, Political Science
Purdue University 1998 — 2002
BS, Political Science
Catherine Eby Catherine Eby's FBR Experience May 2003 - August 2003
Job Healthcare Real Estate Consultant
Industry Real Estate
Experience
Meridian Senior Living, LLC April 2011 - November 2014
NorthStar Realty Finance April 2010 - April 2011
Wakefield Capital LLC December 2006 - March 2010
FBR May 2003 - August 2003
Skills
Due Diligence, Management, Real Estate, Healthcare, Consulting, Acquisitions, Retirement Homes, Financial Analysis, Strategic Planning, Seniors, Valuation, Disposition, Financial Modeling, Budgets, Private Equity, Investments, Corporate Finance, Mergers & Acquisitions, Asset Managment, Real Estate Transactions, Marketing, Elder Care, Real Estate Economics, Commercial Real Estate, Home Care, Real Estate Development, Real Estate Financing, Long-term Care, Location Intelligence, Investment Properties
Education
Southern Methodist University - Cox School of Business 2003 — 2006
BBA, Finance
Meridian Senior Living, LLC April 2011 - November 2014
NorthStar Realty Finance April 2010 - April 2011
Wakefield Capital LLC December 2006 - March 2010
FBR May 2003 - August 2003
Skills
Due Diligence, Management, Real Estate, Healthcare, Consulting, Acquisitions, Retirement Homes, Financial Analysis, Strategic Planning, Seniors, Valuation, Disposition, Financial Modeling, Budgets, Private Equity, Investments, Corporate Finance, Mergers & Acquisitions, Asset Managment, Real Estate Transactions, Marketing, Elder Care, Real Estate Economics, Commercial Real Estate, Home Care, Real Estate Development, Real Estate Financing, Long-term Care, Location Intelligence, Investment Properties
Education
Southern Methodist University - Cox School of Business 2003 — 2006
BBA, Finance
Paula Romoff's FBR Experience April 2002 - August 2005
Job JP Morgan Chase
Industry Banking
Experience
Prudential Financial July 2013 - November 2014
FBR April 2002 - August 2005
FBR March 2001 - March 2002
Prudential Financial June 1999 - April 2001
Sanford C. Bernstein September 1995 - May 1999
Skills
Investments, Financial Services, Financial Analysis, Project Management, Equities, Customer Service, Insurance Planning, Strategic Planning, Prime Brokerage, Operations, Institutional Sales, Syndicate, Capital Markets
Education
The George Washington University 1991 — 1995
BA, Psychology, Cum Laude
Prudential Financial July 2013 - November 2014
FBR April 2002 - August 2005
FBR March 2001 - March 2002
Prudential Financial June 1999 - April 2001
Sanford C. Bernstein September 1995 - May 1999
Skills
Investments, Financial Services, Financial Analysis, Project Management, Equities, Customer Service, Insurance Planning, Strategic Planning, Prime Brokerage, Operations, Institutional Sales, Syndicate, Capital Markets
Education
The George Washington University 1991 — 1995
BA, Psychology, Cum Laude
Irina Rusu Irina Rusu's FBR Experience June 2014 - Present
Job Investment Banking Analyst at FBR
Industry Financial Services
Experience
FBR June 2014 - Present
FBR June 2013 - August 2013
Sam J. Nole, CPA July 2012 - August 2012
Skills
Microsoft Excel, Matlab, R, Data Analysis, General Ledger, Statistics, Social Media, Accounting, Management, Economics, Investment Banking, PowerPoint, Financial Statements, Financial Modeling, Microsoft Office, Research
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Half Hollow Hills High School West 2006 — 2010
FBR June 2014 - Present
FBR June 2013 - August 2013
Sam J. Nole, CPA July 2012 - August 2012
Skills
Microsoft Excel, Matlab, R, Data Analysis, General Ledger, Statistics, Social Media, Accounting, Management, Economics, Investment Banking, PowerPoint, Financial Statements, Financial Modeling, Microsoft Office, Research
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics and Statistics
Half Hollow Hills High School West 2006 — 2010
Jeffrey Goll's FBR Experience June 2005 - June 2013
Job Marketing / Client Service at DePrince, Race & Zollo, Inc.
Industry Investment Management
Experience
DePrince, Race & Zollo, Inc. July 2013 - Present
FBR June 2005 - June 2013
Skills
Equity Research, Capital Markets, Equities, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Investment Banking, Investments, Alternative Investments, Equity Valuation, Securities, Equity Capital Markets, Wealth Management, Fixed Income, Equity Trading, Electronic Trading, Mutual Funds, Emerging Markets, Portfolio Management, Corporate Finance, DCF, Institutional Sales, FINRA, Institutional..., Due Diligence, Investment Strategies, Investment Management, Venture Capital, Financial Analysis, Bloomberg Terminal, Asset Allocation, Derivatives, Trading, Hedging, Private Placements, Finance, Mergers & Acquisitions, Private Equity, Business Valuation, IPO, Chartered Financial..., Options, Asset Management, Investment Advisory, Trading Systems, Series 24, Equity Derivatives, Financial Markets
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BS, Finance
DePrince, Race & Zollo, Inc. July 2013 - Present
FBR June 2005 - June 2013
Skills
Equity Research, Capital Markets, Equities, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Investment Banking, Investments, Alternative Investments, Equity Valuation, Securities, Equity Capital Markets, Wealth Management, Fixed Income, Equity Trading, Electronic Trading, Mutual Funds, Emerging Markets, Portfolio Management, Corporate Finance, DCF, Institutional Sales, FINRA, Institutional..., Due Diligence, Investment Strategies, Investment Management, Venture Capital, Financial Analysis, Bloomberg Terminal, Asset Allocation, Derivatives, Trading, Hedging, Private Placements, Finance, Mergers & Acquisitions, Private Equity, Business Valuation, IPO, Chartered Financial..., Options, Asset Management, Investment Advisory, Trading Systems, Series 24, Equity Derivatives, Financial Markets
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BS, Finance
Stephen Callender's FBR Experience October 2014 - Present
Job Investment Banking Analyst at FBR
Industry Investment Banking
Experience
FBR October 2014 - Present
Performance Trust Capital Partners August 2013 - October 2014
Pacific Summit Energy LLC June 2012 - August 2012
Skills
Financial Analysis, PowerPoint, Data Analysis, Microsoft Excel, Trading, Microsoft Office, Finance, Financial Markets, Financial Modeling, Valuation, Financial Reporting, Corporate Finance, Economics, Bloomberg
Education
Texas A&M University 2013 — 2013
Bachelor of Business Administration, Finance
FBR October 2014 - Present
Performance Trust Capital Partners August 2013 - October 2014
Pacific Summit Energy LLC June 2012 - August 2012
Skills
Financial Analysis, PowerPoint, Data Analysis, Microsoft Excel, Trading, Microsoft Office, Finance, Financial Markets, Financial Modeling, Valuation, Financial Reporting, Corporate Finance, Economics, Bloomberg
Education
Texas A&M University 2013 — 2013
Bachelor of Business Administration, Finance
Nory Gonzalez, CRPC® Nory Gonzalez, CRPC®'s FBR Experience March 2011 - September 2011
Job Regional Vice President at Symetra
Industry Financial Services
Experience
Symetra August 2015 - Present
Realty Capital Securities July 2012 - Present
Allianz October 2011 - July 2012
FBR March 2011 - September 2011
Genworth Financial April 2007 - March 2011
Sun Life Financial March 2006 - April 2007
John Hancock Financial Services September 2003 - February 2006
AXA August 2000 - September 2003
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts, Economics
Symetra August 2015 - Present
Realty Capital Securities July 2012 - Present
Allianz October 2011 - July 2012
FBR March 2011 - September 2011
Genworth Financial April 2007 - March 2011
Sun Life Financial March 2006 - April 2007
John Hancock Financial Services September 2003 - February 2006
AXA August 2000 - September 2003
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts, Economics
Christina Wu Christina Wu's FBR Experience February 2008 - September 2009
Job Director Human Capital Technology
Industry Transportation/Trucking/Railroad
Experience
Amtrak November 2014 - Present
Etrade Financial September 2009 - November 2014
FBR February 2008 - September 2009
Conservation International November 2003 - February 2008
Jones Day October 2001 - November 2003
GE GXS May 2000 - February 2001
Marriott International 2001 - 2001
American Express Tax and Business Services December 1999 - May 2000
Skills
Employee Benefits, Human Resources, Talent Management, Benefits Administration, Employee Relations, HRIS, ADP Payroll, Applicant Tracking..., HR Policies, HRIS Database Management, Onboarding, Performance Management, Personnel Management, Talent Acquisition, Vendor Management, Workforce Planning, Deferred Compensation, Oracle E-Business Suite, SaaS
Education
University of Maryland College Park 1994 — 2000
Bachelor of Arts (BA), Spanish Language and Literature
Salisbury State University 1993 — 1993
Amtrak November 2014 - Present
Etrade Financial September 2009 - November 2014
FBR February 2008 - September 2009
Conservation International November 2003 - February 2008
Jones Day October 2001 - November 2003
GE GXS May 2000 - February 2001
Marriott International 2001 - 2001
American Express Tax and Business Services December 1999 - May 2000
Skills
Employee Benefits, Human Resources, Talent Management, Benefits Administration, Employee Relations, HRIS, ADP Payroll, Applicant Tracking..., HR Policies, HRIS Database Management, Onboarding, Performance Management, Personnel Management, Talent Acquisition, Vendor Management, Workforce Planning, Deferred Compensation, Oracle E-Business Suite, SaaS
Education
University of Maryland College Park 1994 — 2000
Bachelor of Arts (BA), Spanish Language and Literature
Salisbury State University 1993 — 1993
Jonathan Hennessy's FBR Experience June 2012 - August 2012
Job Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal July 2015 - Present
Houlihan Lokey June 2014 - August 2014
FBR June 2012 - August 2012
Skills
PowerPoint, Investment Banking, Microsoft Office, Christmas cards, Microsoft Excel, Rowing, Research
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
The Lawrenceville School 2007 — 2011
Secondary School
Alvarez & Marsal July 2015 - Present
Houlihan Lokey June 2014 - August 2014
FBR June 2012 - August 2012
Skills
PowerPoint, Investment Banking, Microsoft Office, Christmas cards, Microsoft Excel, Rowing, Research
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
The Lawrenceville School 2007 — 2011
Secondary School
Matt Ginivan Matt Ginivan's FBR Experience June 2006 - March 2011
Job Development Professional
Industry Real Estate
Experience
The JBG Companies August 2011 - Present
FBR June 2006 - March 2011
Skills
Financial Modeling, Real Estate, Financial Analysis, Valuation, Investment Banking, Real Estate Development
Education
Princeton University 2002 — 2006
BA, Political Economy
The JBG Companies August 2011 - Present
FBR June 2006 - March 2011
Skills
Financial Modeling, Real Estate, Financial Analysis, Valuation, Investment Banking, Real Estate Development
Education
Princeton University 2002 — 2006
BA, Political Economy
Amanda Forrest Amanda Forrest's FBR Experience May 1999 - May 2001
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan August 2010 - June 2012
Oppenheimer & Co. February 2010 - July 2010
BlackRock June 2003 - March 2009
Bear Stearns 2001 - 2003
FBR May 1999 - May 2001
Education
The George Washington University 1997 — 2001
Horace Greeley High School 1993 — 1997
J.P. Morgan July 2012 - Present
J.P. Morgan August 2010 - June 2012
Oppenheimer & Co. February 2010 - July 2010
BlackRock June 2003 - March 2009
Bear Stearns 2001 - 2003
FBR May 1999 - May 2001
Education
The George Washington University 1997 — 2001
Horace Greeley High School 1993 — 1997
Sarah Ghorbanian, LEED AP Sarah Ghorbanian, LEED AP's FBR Experience May 1994 - May 1998
Job Associate in SmithGroupJJR's Cultural Studio
Industry Architecture & Planning
Experience
SmithGroupJJR April 2014 - Present
EwingCole September 2012 - April 2014
AECOM March 1999 - September 2012
ADS October 1998 - March 1999
FBR May 1994 - May 1998
The George Washingon University 1991 - 1994
Skills
Museum Planning, Facility Master Planning, Architecture, Project Management, Mentoring Of Staff, Office Management, LEED AP, Sustainable Design, Architectural Design, Comprehensive Planning, LEED, Design Research, Construction Drawings, Green Building, Space-planning, Historic Preservation, SketchUp, Feasibility Studies, Renovation, Construction Management, Architectural Drawings, Design Management, Adobe Creative Suite, Leadership, Thought Leadership, Architectures, BIM, Mixed-use, Space planning, Submittals
Education
The George Washington University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Virginia Tech
Master of Architecture (M.Arch.), Architecture
SmithGroupJJR April 2014 - Present
EwingCole September 2012 - April 2014
AECOM March 1999 - September 2012
ADS October 1998 - March 1999
FBR May 1994 - May 1998
The George Washingon University 1991 - 1994
Skills
Museum Planning, Facility Master Planning, Architecture, Project Management, Mentoring Of Staff, Office Management, LEED AP, Sustainable Design, Architectural Design, Comprehensive Planning, LEED, Design Research, Construction Drawings, Green Building, Space-planning, Historic Preservation, SketchUp, Feasibility Studies, Renovation, Construction Management, Architectural Drawings, Design Management, Adobe Creative Suite, Leadership, Thought Leadership, Architectures, BIM, Mixed-use, Space planning, Submittals
Education
The George Washington University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Virginia Tech
Master of Architecture (M.Arch.), Architecture
Ames McArdle Ames McArdle's FBR Experience November 2005 - May 2007
Job Agency Partner at Facebook
Industry Marketing and Advertising
Experience
Facebook September 2014 - Present
McGarrah Jessee May 2011 - September 2014
Sanders\Wingo August 2009 - May 2011
GSD&M June 2008 - June 2009
FBR November 2005 - May 2007
Freddie Mac June 2002 - October 2005
Skills
Digital Strategy, Customer Insight, Brand Management, Market Research, Strategic Communications, User Experience, Mobile Strategy, Advertising, Integrated Marketing, Digital Marketing, Mobile Marketing, Social Media Marketing, Multicultural Marketing, Copywriting, Social Media, Creative Strategy, Analytics, Marketing, Strategy, Interactive Marketing, Brand Development, Interactive Advertising
Education
The University of Texas at Austin 2007 — 2009
Masters, Advertising
Washington and Lee University 1998 — 2002
B.S., Accounting
Facebook September 2014 - Present
McGarrah Jessee May 2011 - September 2014
Sanders\Wingo August 2009 - May 2011
GSD&M June 2008 - June 2009
FBR November 2005 - May 2007
Freddie Mac June 2002 - October 2005
Skills
Digital Strategy, Customer Insight, Brand Management, Market Research, Strategic Communications, User Experience, Mobile Strategy, Advertising, Integrated Marketing, Digital Marketing, Mobile Marketing, Social Media Marketing, Multicultural Marketing, Copywriting, Social Media, Creative Strategy, Analytics, Marketing, Strategy, Interactive Marketing, Brand Development, Interactive Advertising
Education
The University of Texas at Austin 2007 — 2009
Masters, Advertising
Washington and Lee University 1998 — 2002
B.S., Accounting
Theresa Tratensek's FBR Experience May 2009 - June 2009
Job Assistant Buyer, Handbags at Bergdorf Goodman
Industry Apparel & Fashion
Experience
Bergdorf Goodman May 2014 - Present
Bergdorf Goodman October 2011 - May 2014
Tibi New York August 2011 - October 2011
kicokids June 2010 - August 2010
FBR May 2009 - June 2009
Ellie's Bridal Boutique January 2007 - August 2008
Skills
Retail, Styling, Sales, Merchandising, Marketing, Analysis, Public Relations, Facebook, Social Media, Creative Direction, Wholesale, Social Media Marketing
Education
University of Virginia 2007 — 2011
BS, Commerce, Finance, Marketing, Spanish
Sciences Po 2010 — 2010
Georgetown Visitation Preparatory School 2003 — 2007
Bergdorf Goodman May 2014 - Present
Bergdorf Goodman October 2011 - May 2014
Tibi New York August 2011 - October 2011
kicokids June 2010 - August 2010
FBR May 2009 - June 2009
Ellie's Bridal Boutique January 2007 - August 2008
Skills
Retail, Styling, Sales, Merchandising, Marketing, Analysis, Public Relations, Facebook, Social Media, Creative Direction, Wholesale, Social Media Marketing
Education
University of Virginia 2007 — 2011
BS, Commerce, Finance, Marketing, Spanish
Sciences Po 2010 — 2010
Georgetown Visitation Preparatory School 2003 — 2007
H. Michael Schwartzman H. Michael Schwartzman's FBR Experience September 1997 - April 1999
Job Vice President of Development at CityView
Industry Real Estate
Experience
CityView February 2015 - Present
The CIM Group October 2011 - February 2015
Grubb & Ellis October 2010 - May 2011
ROSS Development & Investment October 2004 - October 2010
Washington Real Estate Investment Trust July 2001 - October 2004
The Kaempfer Company April 1999 - July 2001
FBR September 1997 - April 1999
Education
The Johns Hopkins University 1997 — 1998
Masters of Science in Real Estate Finance, Real Estate
Tulane University 1983 — 1989
BArch, Architecture
Tulane University 1983 — 1989
Masters of Architecture, Architecture
CityView February 2015 - Present
The CIM Group October 2011 - February 2015
Grubb & Ellis October 2010 - May 2011
ROSS Development & Investment October 2004 - October 2010
Washington Real Estate Investment Trust July 2001 - October 2004
The Kaempfer Company April 1999 - July 2001
FBR September 1997 - April 1999
Education
The Johns Hopkins University 1997 — 1998
Masters of Science in Real Estate Finance, Real Estate
Tulane University 1983 — 1989
BArch, Architecture
Tulane University 1983 — 1989
Masters of Architecture, Architecture
Peter Moore's FBR Experience June 2007 - August 2007
Job Product & Field Marketing at Wizeline
Industry Information Technology and Services
Experience
Wizeline November 2014 - Present
Fuze, Inc. January 2014 - October 2014
GoodData December 2012 - January 2014
Symantec August 2010 - December 2012
VeriSign September 2009 - August 2010
America's Growth Capital July 2008 - September 2008
FBR June 2007 - August 2007
Skills
Product Marketing, Branding Development, Public Speaking, Product Strategy, Product Launch, Enterprise Marketing, Executive Level..., Spanish, Personas, Sales Enablement, Integrated Marketing, Social Media, Social Networking, Marketing Budget..., Product Management, Business Intelligence, Business Analytics, Web Analytics, Enterprise Software, Salesforce.com, CRM, Strategy, E-commerce, Go-to-market Strategy, Marketing, Management, Leadership, Demand Generation, Messaging, Multi-channel Marketing, Lead Generation, Analytics, Strategic Partnerships, Advertising, Cross-functional Team..., Social Skills, Challenge Driven
Education
Northwestern University 2005 — 2009
BA, Economics, Spanish
Los Altos High School 2003 — 2005
Wizeline November 2014 - Present
Fuze, Inc. January 2014 - October 2014
GoodData December 2012 - January 2014
Symantec August 2010 - December 2012
VeriSign September 2009 - August 2010
America's Growth Capital July 2008 - September 2008
FBR June 2007 - August 2007
Skills
Product Marketing, Branding Development, Public Speaking, Product Strategy, Product Launch, Enterprise Marketing, Executive Level..., Spanish, Personas, Sales Enablement, Integrated Marketing, Social Media, Social Networking, Marketing Budget..., Product Management, Business Intelligence, Business Analytics, Web Analytics, Enterprise Software, Salesforce.com, CRM, Strategy, E-commerce, Go-to-market Strategy, Marketing, Management, Leadership, Demand Generation, Messaging, Multi-channel Marketing, Lead Generation, Analytics, Strategic Partnerships, Advertising, Cross-functional Team..., Social Skills, Challenge Driven
Education
Northwestern University 2005 — 2009
BA, Economics, Spanish
Los Altos High School 2003 — 2005
Heidi Mayer, CFA's FBR Experience January 2013 - Present
Job
Industry Financial Services
Experience
FBR January 2013 - Present
Deutsche Bank June 2005 - September 2012
Deutsche Bank June 2004 - August 2004
Department of the Treasury, Multilateral Development Banks September 2003 - November 2003
Skills
Bloomberg, Convertible Bonds, Equity Derivatives, Credit Derivatives, Teamwork, Trading, Multi Tasking, Investment Banking, Motivated self-starter, Sales, Hedge Funds, Investor Relations, Quantitative Analytics
Education
The George Washington University 2001 — 2005
Bachelor of Science, Magna Cum Laude, Mathematical and Financial Economics, GPA: 3.80/4.0
Haverford High School 1998 — 2001
FBR January 2013 - Present
Deutsche Bank June 2005 - September 2012
Deutsche Bank June 2004 - August 2004
Department of the Treasury, Multilateral Development Banks September 2003 - November 2003
Skills
Bloomberg, Convertible Bonds, Equity Derivatives, Credit Derivatives, Teamwork, Trading, Multi Tasking, Investment Banking, Motivated self-starter, Sales, Hedge Funds, Investor Relations, Quantitative Analytics
Education
The George Washington University 2001 — 2005
Bachelor of Science, Magna Cum Laude, Mathematical and Financial Economics, GPA: 3.80/4.0
Haverford High School 1998 — 2001
Kevin Tyrone James Kevin Tyrone James's FBR Experience June 2010 - July 2010
Job Assistant Dean, St. John's University | Marketing, Strategic Planning & Budgeting in Higher Education
Industry Higher Education
Experience
St. John's University August 2015 - Present
St. John's University October 2014 - Present
Publishers Clearing House August 2013 - October 2014
St. John's University August 2011 - August 2013
Society of Saint Vincent de Paul May 2008 - May 2011
FBR June 2010 - July 2010
JC Watts Companies June 2009 - July 2009
Skills
Research, Marketing, PowerPoint, Public Speaking, Access, Leadership, Microsoft Office, Nonprofits, Microsoft Excel, Strategy, Time Management, Interviews, Social Media, Microsoft Word, Event Planning, Recruiting, Strategic Planning, Non-profits, Higher Education, Budgets, Data Analysis, Photoshop, Government, Teaching, Fundraising, Social Networking, Mobile Applications, Mobile Devices, Mobile Technology, Social Media Marketing, Editing, Facebook, Dreamweaver, HTML, Graphic Design, Mobile Design, Human Resources, Market Research, Leadership Development, Marketing Communications, Marketing Strategy, Outlook, Blogging, Community Outreach, Customer Service, Advertising, Event Management, Team Leadership, Email Marketing, Online Marketing...
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2013
MBA, Executive Management, 3.94
Saint John's University 2007 — 2011
B.A, Government & Politics
St. John's University August 2015 - Present
St. John's University October 2014 - Present
Publishers Clearing House August 2013 - October 2014
St. John's University August 2011 - August 2013
Society of Saint Vincent de Paul May 2008 - May 2011
FBR June 2010 - July 2010
JC Watts Companies June 2009 - July 2009
Skills
Research, Marketing, PowerPoint, Public Speaking, Access, Leadership, Microsoft Office, Nonprofits, Microsoft Excel, Strategy, Time Management, Interviews, Social Media, Microsoft Word, Event Planning, Recruiting, Strategic Planning, Non-profits, Higher Education, Budgets, Data Analysis, Photoshop, Government, Teaching, Fundraising, Social Networking, Mobile Applications, Mobile Devices, Mobile Technology, Social Media Marketing, Editing, Facebook, Dreamweaver, HTML, Graphic Design, Mobile Design, Human Resources, Market Research, Leadership Development, Marketing Communications, Marketing Strategy, Outlook, Blogging, Community Outreach, Customer Service, Advertising, Event Management, Team Leadership, Email Marketing, Online Marketing...
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2013
MBA, Executive Management, 3.94
Saint John's University 2007 — 2011
B.A, Government & Politics
Rick Southwick's FBR Experience August 2003 - February 2009
Job New Home Sales at ICI Homes
Industry Real Estate
Experience
ICI Homes April 2015 - Present
Coldwell Banker Schmitt Real Estate Co. March 2014 - April 2015
Golfweek Custom Media June 2013 - February 2014
Golf Channel May 2012 - June 2013
Fore Golf Services, LP February 2010 - December 2011
FBR August 2003 - February 2009
FBR Capital Markets Corporation August 2003 - February 2009
Reed Business Information December 2002 - August 2003
Dayton & Osborne Insurance Agency October 2001 - December 2002
Bay9.com Inc May 2000 - October 2001
Skills
Negotiation, Trading, Equities, Portfolio Management, Securities, Marketing, Hedge Funds, Investments, Finance, Business Development, Strategic Partnerships, Management, Sales, New Business Development, Budgets, Series 63, Advertising, Financial Services, Analysis, Golf
Education
Rollins College 1986 — 1990
BA, Economics
Rollins College 1986 — 1990
Bachelor of Arts, Economics
ICI Homes April 2015 - Present
Coldwell Banker Schmitt Real Estate Co. March 2014 - April 2015
Golfweek Custom Media June 2013 - February 2014
Golf Channel May 2012 - June 2013
Fore Golf Services, LP February 2010 - December 2011
FBR August 2003 - February 2009
FBR Capital Markets Corporation August 2003 - February 2009
Reed Business Information December 2002 - August 2003
Dayton & Osborne Insurance Agency October 2001 - December 2002
Bay9.com Inc May 2000 - October 2001
Skills
Negotiation, Trading, Equities, Portfolio Management, Securities, Marketing, Hedge Funds, Investments, Finance, Business Development, Strategic Partnerships, Management, Sales, New Business Development, Budgets, Series 63, Advertising, Financial Services, Analysis, Golf
Education
Rollins College 1986 — 1990
BA, Economics
Rollins College 1986 — 1990
Bachelor of Arts, Economics
Thomas O'Hare Thomas O'Hare's FBR Experience June 2007 - May 2012
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
FBR June 2007 - May 2012
U.S. Navy - Submarine May 2001 - June 2007
Skills
Capital Markets, Operations Management, Strategic Planning, Equities, Mergers
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Master of Business Administration (MBA), Finance Concentration
US Naval Academy 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
The Johns Hopkins University 1996 — 1997
Robert W. Baird & Co. May 2012 - Present
FBR June 2007 - May 2012
U.S. Navy - Submarine May 2001 - June 2007
Skills
Capital Markets, Operations Management, Strategic Planning, Equities, Mergers
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Master of Business Administration (MBA), Finance Concentration
US Naval Academy 1997 — 2001
Bachelor of Science (BS), Mechanical Engineering
The Johns Hopkins University 1996 — 1997
Christina Michelena's FBR Experience June 2008 - August 2008
Job Senior Financial Analyst at Open English
Industry E-Learning
Experience
Open English May 2014 - Present
Interval International January 2013 - May 2014
Citi November 2010 - August 2012
CapitalSource July 2009 - November 2010
FBR June 2008 - August 2008
TotalBank June 2007 - August 2007
Education
The George Washington University 2005 — 2009
BA, Economics
Ransom Everglades
Open English May 2014 - Present
Interval International January 2013 - May 2014
Citi November 2010 - August 2012
CapitalSource July 2009 - November 2010
FBR June 2008 - August 2008
TotalBank June 2007 - August 2007
Education
The George Washington University 2005 — 2009
BA, Economics
Ransom Everglades
Meredith Fronheiser Meredith Fronheiser's FBR Experience June 2015 - Present
Job Investment Banking Analyst at FBR
Industry Investment Banking
Experience
FBR June 2015 - Present
FBR June 2015 - Present
Dun & Bradstreet May 2014 - August 2014
JoycePayne Partners March 2014 - May 2014
Circle K International May 2012 - May 2014
Northwestern Mutual June 2013 - August 2013
EXPRESS June 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Team-oriented, Highly detail oriented, Time Management, Event Planning
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in finance and Bachelor of Arts in LAIS (Spanish)
Universidad Pablo de Olavide
Universidad Blas Pascal
Allentown Central Catholic High School 2007 — 2011
FBR June 2015 - Present
FBR June 2015 - Present
Dun & Bradstreet May 2014 - August 2014
JoycePayne Partners March 2014 - May 2014
Circle K International May 2012 - May 2014
Northwestern Mutual June 2013 - August 2013
EXPRESS June 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Team-oriented, Highly detail oriented, Time Management, Event Planning
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.), Business Administration with a concentration in finance and Bachelor of Arts in LAIS (Spanish)
Universidad Pablo de Olavide
Universidad Blas Pascal
Allentown Central Catholic High School 2007 — 2011
Benjamin Tainter Benjamin Tainter's FBR Experience June 2013 - Present
Job Equity Research Associate at FBR
Industry Financial Services
Experience
FBR June 2013 - Present
Allied Technology Group May 2010 - August 2010
Allied Technology Group May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Bloomberg Terminal, Stata, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
Virginia Commonwealth University 2009 — 2010
N/A, N/A
FBR June 2013 - Present
Allied Technology Group May 2010 - August 2010
Allied Technology Group May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Bloomberg Terminal, Stata, Financial Modeling
Education
The College of William and Mary - The Mason School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
Virginia Commonwealth University 2009 — 2010
N/A, N/A
Melanie Gibbons's FBR Experience March 1997 - February 2000
Job Senior Director of Marketing at CoStar Group
Industry Information Technology and Services
Experience
CoStar Group January 2012 - Present
CoStar Group February 2002 - March 2006
FBR March 1997 - February 2000
Barnes, Morris, Parode & Foster August 1993 - March 1997
Ruder Finn Public Relations (acquisition of Peabody Fitzpatrick) January 1991 - June 1993
Peabody Fitzpatrick Communications January 1988 - January 1991
Skills
Market Research, Lead Generation, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Online Marketing, Market Analysis, Strategic Planning, Online Advertising, Corporate Communications, E-commerce, Marketing, Sales, Direct Marketing, Integrated Marketing
Education
Sweet Briar College 1983 — 1987
Bachelor of Arts (BA), Biology/Psychology
CoStar Group January 2012 - Present
CoStar Group February 2002 - March 2006
FBR March 1997 - February 2000
Barnes, Morris, Parode & Foster August 1993 - March 1997
Ruder Finn Public Relations (acquisition of Peabody Fitzpatrick) January 1991 - June 1993
Peabody Fitzpatrick Communications January 1988 - January 1991
Skills
Market Research, Lead Generation, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Online Marketing, Market Analysis, Strategic Planning, Online Advertising, Corporate Communications, E-commerce, Marketing, Sales, Direct Marketing, Integrated Marketing
Education
Sweet Briar College 1983 — 1987
Bachelor of Arts (BA), Biology/Psychology
Joshua Cohen Joshua Cohen's FBR Experience June 2013 - April 2014
Job Research Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
FBR June 2013 - April 2014
Capstone LLC January 2013 - May 2013
UBS Investment Bank January 2012 - June 2012
Silver Point Capital January 2011 - June 2011
Natixis Global Asset Management January 2010 - July 2010
Education
Northeastern University 2008 — 2012
Undergraduate, Finance and Accounting, Magna Cum Laude
Jefferies LLC May 2014 - Present
FBR June 2013 - April 2014
Capstone LLC January 2013 - May 2013
UBS Investment Bank January 2012 - June 2012
Silver Point Capital January 2011 - June 2011
Natixis Global Asset Management January 2010 - July 2010
Education
Northeastern University 2008 — 2012
Undergraduate, Finance and Accounting, Magna Cum Laude
Daniel Ives Daniel Ives's FBR Experience February 2000 - Present
Job Managing Director, Senior Analyst at FBR
Industry Investment Banking
Experience
FBR February 2000 - Present
HBO May 1996 - August 1998
Skills
Valuation, Financial Modeling, Business Development, Equity Research, Equity Valuation, Public Speaking, Equity Capital Markets
Education
University of Maryland College Park 1998 — 2000
Master of Business Administration (MBA), Finance, General
Penn State University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
FBR February 2000 - Present
HBO May 1996 - August 1998
Skills
Valuation, Financial Modeling, Business Development, Equity Research, Equity Valuation, Public Speaking, Equity Capital Markets
Education
University of Maryland College Park 1998 — 2000
Master of Business Administration (MBA), Finance, General
Penn State University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Jacqueline Paige Grand Pre's FBR Experience June 2012 - August 2012
Job International Admissions at Pace University
Industry Nonprofit Organization Management
Experience
Pace University April 2014 - Present
Balestriere, Fariello & Abrams LLP October 2013 - April 2014
Office of Congressman Robert Brady (PA-1) March 2013 - March 2013
Obama for America August 2012 - November 2012
FBR June 2012 - August 2012
African Centre for the Constructive Resolution of Disputes October 2011 - November 2011
Major League Baseball June 2011 - August 2011
Cross-Cultural Thresholds June 2010 - July 2010
Yakima Native American Reservation June 2009 - June 2009
Osilas Art Gallery September 2008 - May 2009
Skills
Social Media, Non-profits, Research, Editing, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Nonprofits, Creative Writing, Public Speaking, Data Analysis, Blogging, Writing, Community Outreach
Education
NYU School of Professional Studies 2014 — 2016
Certificate, Screenwriting
Swarthmore College 2009 — 2013
B.A., Political Science, Peace and Conflict Studies, English Literature
Bronxville High School 2005 — 2009
Pace University April 2014 - Present
Balestriere, Fariello & Abrams LLP October 2013 - April 2014
Office of Congressman Robert Brady (PA-1) March 2013 - March 2013
Obama for America August 2012 - November 2012
FBR June 2012 - August 2012
African Centre for the Constructive Resolution of Disputes October 2011 - November 2011
Major League Baseball June 2011 - August 2011
Cross-Cultural Thresholds June 2010 - July 2010
Yakima Native American Reservation June 2009 - June 2009
Osilas Art Gallery September 2008 - May 2009
Skills
Social Media, Non-profits, Research, Editing, PowerPoint, Microsoft Office, Microsoft Excel, Teamwork, Nonprofits, Creative Writing, Public Speaking, Data Analysis, Blogging, Writing, Community Outreach
Education
NYU School of Professional Studies 2014 — 2016
Certificate, Screenwriting
Swarthmore College 2009 — 2013
B.A., Political Science, Peace and Conflict Studies, English Literature
Bronxville High School 2005 — 2009
Jason Oetting Jason Oetting's FBR Experience August 2012 - July 2015
Job Equity Research Associate (Financials) at JPMorgan
Industry Financial Services
Experience
FBR August 2012 - July 2015
Cryza Capital July 2011 - August 2011
Credit Suisse June 2011 - July 2011
Eidelman Virant Capital August 2010 - September 2010
Citigroup September 2009 - July 2010
Citigroup October 2005 - September 2009
St. Charles Community College January 2007 - August 2007
Skills
Equity Research, Financial Modeling, Equity Valuation, DCF Valuation, Series 7, Series 63, Series 86, Series 87, Corporate Finance
Education
London School of Economics and Political Science
Master of Science, Accounting & Finance, July 2011
Washington University in St. Louis
Bachelor of Science, Managerial Economics, May 2009
FBR August 2012 - July 2015
Cryza Capital July 2011 - August 2011
Credit Suisse June 2011 - July 2011
Eidelman Virant Capital August 2010 - September 2010
Citigroup September 2009 - July 2010
Citigroup October 2005 - September 2009
St. Charles Community College January 2007 - August 2007
Skills
Equity Research, Financial Modeling, Equity Valuation, DCF Valuation, Series 7, Series 63, Series 86, Series 87, Corporate Finance
Education
London School of Economics and Political Science
Master of Science, Accounting & Finance, July 2011
Washington University in St. Louis
Bachelor of Science, Managerial Economics, May 2009
Alexander Bliss Alexander Bliss's FBR Experience June 2013 - Present
Job Investment Banking Analyst at FBR
Industry Financial Services
Experience
FBR June 2013 - Present
Chesapeake Investment Group August 2012 - May 2013
Citi June 2012 - October 2012
The College of William and Mary August 2011 - June 2012
Vector Marketing June 2008 - August 2009
Skills
Financial Analysis, Corporate Finance, Calculus, Physics, Client Interfacing..., Microsoft Excel, Research, Portfolio Management, Portfolio Performance..., Intermediate Spanish, Fundraising, PowerPoint, Workshop Facilitation, Public Speaking, Microsoft Word, Microsoft Office, Data Analysis, Finance, Financial Modeling, Investment Banking, Valuation, Analysis, Investments
Education
The College of William and Mary - The Mason School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Ridge High School 2005 — 2009
FBR June 2013 - Present
Chesapeake Investment Group August 2012 - May 2013
Citi June 2012 - October 2012
The College of William and Mary August 2011 - June 2012
Vector Marketing June 2008 - August 2009
Skills
Financial Analysis, Corporate Finance, Calculus, Physics, Client Interfacing..., Microsoft Excel, Research, Portfolio Management, Portfolio Performance..., Intermediate Spanish, Fundraising, PowerPoint, Workshop Facilitation, Public Speaking, Microsoft Word, Microsoft Office, Data Analysis, Finance, Financial Modeling, Investment Banking, Valuation, Analysis, Investments
Education
The College of William and Mary - The Mason School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Ridge High School 2005 — 2009
Erik Ranson Erik Ranson's FBR Experience 2012 - 2012
Job Director of Intermediary Sales at Tocqueville Asset Management
Industry Financial Services
Experience
Tocqueville Asset Management 2013 - Present
Hennessy Funds October 2012 - 2013
FBR 2012 - 2012
Kalmar Investments 2010 - 2012
Legg Mason 2007 - 2009
Legg Mason 2005 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Planning, Asset Managment, Mutual Funds, Wealth Management, Sales, Asset Allocation, Series 7, Equity Research, Investments, Portfolio Management, Fixed Income, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business
Bachelor of Science (B.S.), Finance
Mt. Hebron High School
Honors
Tocqueville Asset Management 2013 - Present
Hennessy Funds October 2012 - 2013
FBR 2012 - 2012
Kalmar Investments 2010 - 2012
Legg Mason 2007 - 2009
Legg Mason 2005 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Planning, Asset Managment, Mutual Funds, Wealth Management, Sales, Asset Allocation, Series 7, Equity Research, Investments, Portfolio Management, Fixed Income, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2011 — 2014
Master of Business Administration (M.B.A.)
Salisbury University - Perdue School of Business
Bachelor of Science (B.S.), Finance
Mt. Hebron High School
Honors
Eric Emmert Eric Emmert's FBR Experience April 2011 - May 2014
Job Managing Director at Riverside Management Group
Industry Investment Management
Experience
Riverside Management Group November 2014 - Present
FBR April 2011 - May 2014
AIB July 2007 - April 2011
Robeco January 2006 - July 2007
Guardian Life May 2000 - October 2005
BHF Capital April 1999 - April 2000
Fleet Bank July 1997 - March 1999
Skills
Portfolio Management, High Yield Bonds, Distressed Debt, Fixed Income Analysis, Financial Modeling, Credit Trading, Asset Management, Loans, Investments, Bonds, Series 7, Series 24, Series 63, High Yield, Trading
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration (MBA), Finance
New York Institue of Finance
Mergers & Acquisitions Modeling
Fleet Bank
Credit Training Program
Tufts University 1992 — 1996
BS, Economics
Riverside Management Group November 2014 - Present
FBR April 2011 - May 2014
AIB July 2007 - April 2011
Robeco January 2006 - July 2007
Guardian Life May 2000 - October 2005
BHF Capital April 1999 - April 2000
Fleet Bank July 1997 - March 1999
Skills
Portfolio Management, High Yield Bonds, Distressed Debt, Fixed Income Analysis, Financial Modeling, Credit Trading, Asset Management, Loans, Investments, Bonds, Series 7, Series 24, Series 63, High Yield, Trading
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration (MBA), Finance
New York Institue of Finance
Mergers & Acquisitions Modeling
Fleet Bank
Credit Training Program
Tufts University 1992 — 1996
BS, Economics
Marshall McNair's FBR Experience June 2007 - August 2007
Job Associate at Brookfield Properties
Industry Real Estate
Experience
Brookfield Properties April 2012 - Present
BNY Mellon June 2010 - April 2012
Sands Capital Management June 2008 - August 2008
FBR June 2007 - August 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investments, Financial Analysis, Asset Managment, Portfolio Management, Investment Banking, Capital Markets, Corporate Finance, Private Equity, Bloomberg, Instagram
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Economics
London School of Economics and Political Science 2009 — 2009
Summer School, Advanced Corporate Finance
Brookfield Properties April 2012 - Present
BNY Mellon June 2010 - April 2012
Sands Capital Management June 2008 - August 2008
FBR June 2007 - August 2007
Skills
Financial Modeling, Valuation, Due Diligence, Investments, Financial Analysis, Asset Managment, Portfolio Management, Investment Banking, Capital Markets, Corporate Finance, Private Equity, Bloomberg, Instagram
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts, Economics
London School of Economics and Political Science 2009 — 2009
Summer School, Advanced Corporate Finance
Adam Wueger's FBR Experience June 2010 - August 2010
Job Associate at Highbridge Principal Strategies
Industry Investment Management
Experience
Highbridge Principal Strategies September 2012 - Present
Lazard Freres & Co. January 2011 - August 2012
Tufts University August 2006 - January 2011
FBR June 2010 - August 2010
Mazzone & Associates February 2010 - May 2010
ING Investment Management June 2009 - August 2009
Education
Tufts University 2006 — 2010
BA, Economics
The Westminster Schools 1999 — 2006
High School Diploma
Highbridge Principal Strategies September 2012 - Present
Lazard Freres & Co. January 2011 - August 2012
Tufts University August 2006 - January 2011
FBR June 2010 - August 2010
Mazzone & Associates February 2010 - May 2010
ING Investment Management June 2009 - August 2009
Education
Tufts University 2006 — 2010
BA, Economics
The Westminster Schools 1999 — 2006
High School Diploma
Danny Henneghan's FBR Experience November 2013 - Present
Job Institutional Equity Sales at FBR Capital Markets
Industry Financial Services
Experience
FBR November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Science
Education
Penn State University 2009 — 2013
BS, Risk Manegement
FBR November 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Science
Education
Penn State University 2009 — 2013
BS, Risk Manegement
Richard Colligan III Richard Colligan III's FBR Experience June 2013 - July 2014
Job Investment Banking Analyst Financial Sponsors Group at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities July 2014 - Present
FBR June 2013 - July 2014
Beta Gamma Sigma - Washington D.C. Chapter June 2012 - May 2013
Capital Performance Group February 2012 - May 2013
Morgan Stanley Wealth Management February 2011 - February 2012
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Management Consulting, Capital Markets, Investment Banking, Banking, Finance, Investments, Risk Management, Economics, Auditing, Mergers & Acquisitions, Portfolio Management
Education
The George Washington University - School of Business
Bachelor of Business Administration, Finance
Nomura Securities July 2014 - Present
FBR June 2013 - July 2014
Beta Gamma Sigma - Washington D.C. Chapter June 2012 - May 2013
Capital Performance Group February 2012 - May 2013
Morgan Stanley Wealth Management February 2011 - February 2012
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Management Consulting, Capital Markets, Investment Banking, Banking, Finance, Investments, Risk Management, Economics, Auditing, Mergers & Acquisitions, Portfolio Management
Education
The George Washington University - School of Business
Bachelor of Business Administration, Finance
Natalie Bend's FBR Experience October 2013 - Present
Job Administrative Assistant at FBR
Industry Government Relations
Experience
FBR October 2013 - Present
HCM Strategists January 2011 - October 2013
Shelter House, Inc. December 2009 - January 2011
Safe Passage, Inc. January 2008 - July 2009
CMJ Technologies January 2008 - April 2008
Green Tree Golf Course at South Pointe 2008 - 2008
Rosita's Mexican Restaurant January 2005 - August 2007
DeKalb School District August 2003 - May 2005
Michaels Arts and Crafts September 2001 - May 2003
Ehrler's Repair September 1998 - December 2001
Skills
Safety Planning, Microsoft Office, Customer Service, Administration, Social Media, Outlook, Excel, PowerPoint, Scheduling, Word, Event Planning, Customer Relations, Data Entry, Administrative Support, Program Management, Public Policy, Training
Education
Northern Illinois University 2004 — 2007
Bachelor of Arts, Political Science
Kishwaukee Community College 2001 — 2003
Associate of Arts, early childhood education, sociology
FBR October 2013 - Present
HCM Strategists January 2011 - October 2013
Shelter House, Inc. December 2009 - January 2011
Safe Passage, Inc. January 2008 - July 2009
CMJ Technologies January 2008 - April 2008
Green Tree Golf Course at South Pointe 2008 - 2008
Rosita's Mexican Restaurant January 2005 - August 2007
DeKalb School District August 2003 - May 2005
Michaels Arts and Crafts September 2001 - May 2003
Ehrler's Repair September 1998 - December 2001
Skills
Safety Planning, Microsoft Office, Customer Service, Administration, Social Media, Outlook, Excel, PowerPoint, Scheduling, Word, Event Planning, Customer Relations, Data Entry, Administrative Support, Program Management, Public Policy, Training
Education
Northern Illinois University 2004 — 2007
Bachelor of Arts, Political Science
Kishwaukee Community College 2001 — 2003
Associate of Arts, early childhood education, sociology
Gary B Townsend Gary B Townsend's FBR Experience 1998 - 2007
Job Founder, GBT Capital Management LLC
Industry Financial Services
Experience
GBT Capital Management, LLC January 2014 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill Townsend Capital 2007 - Present
Hill Townsend Capital LLC 2007 - 2013
FBR Capital Markets 1998 - 2008
Friedman Billings Ramsey & Co March 1998 - November 2007
FBR 1998 - 2007
Friedman, Billings, Ramsey Group, Inc. 1998 - 2007
Skills
Bloomberg, Equities, Hedge Funds, Finance, Banking, Valuation, Financial Institutions, Alternative Investments, Investments, Portfolio Management, Capital Markets, Investment Banking, Economics, Equity Research, Financial Modeling, Asset Management, Private Equity, Financial Services, Executive Management, Capital, Securities, Series 7
Education
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (MBA), International Business Finance
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Accounting and Finance, Beta Gamma Sigma
The George Washington University 1970 — 1974
BA, History, Philosophy, Russian
GBT Capital Management, LLC January 2014 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill Townsend Capital 2007 - Present
Hill Townsend Capital LLC 2007 - 2013
FBR Capital Markets 1998 - 2008
Friedman Billings Ramsey & Co March 1998 - November 2007
FBR 1998 - 2007
Friedman, Billings, Ramsey Group, Inc. 1998 - 2007
Skills
Bloomberg, Equities, Hedge Funds, Finance, Banking, Valuation, Financial Institutions, Alternative Investments, Investments, Portfolio Management, Capital Markets, Investment Banking, Economics, Equity Research, Financial Modeling, Asset Management, Private Equity, Financial Services, Executive Management, Capital, Securities, Series 7
Education
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (MBA), International Business Finance
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Accounting and Finance, Beta Gamma Sigma
The George Washington University 1970 — 1974
BA, History, Philosophy, Russian
Jeremy Nisen Jeremy Nisen's FBR Experience March 2010 - May 2012
Job Research Editor at Global Hunter Securities
Industry Writing and Editing
Experience
Global Hunter Securities May 2012 - Present
FBR March 2010 - May 2012
The Daily Sound 2010 - April 2012
FBR November 2009 - March 2010
Hispanic Business Magazine February 2008 - March 2010
Standard & Poor's August 2003 - February 2008
SFist.com October 2004 - October 2007
Terra Major Publishing 2004 - 2005
Law.com 2002 - 2003
The Recorder 2002 - 2003
Skills
Blogging, Social Media, Proofreading, Copy Editing, Editing, Writing, Copywriting, Digital Copywriting, Editorial, Magazines, Research, Market Research, Newspapers, Storytelling, AP Style, Content Management, Web Content
Education
The George Washington University 1992 — 1996
BA, English Language and Literature/Letters
Global Hunter Securities May 2012 - Present
FBR March 2010 - May 2012
The Daily Sound 2010 - April 2012
FBR November 2009 - March 2010
Hispanic Business Magazine February 2008 - March 2010
Standard & Poor's August 2003 - February 2008
SFist.com October 2004 - October 2007
Terra Major Publishing 2004 - 2005
Law.com 2002 - 2003
The Recorder 2002 - 2003
Skills
Blogging, Social Media, Proofreading, Copy Editing, Editing, Writing, Copywriting, Digital Copywriting, Editorial, Magazines, Research, Market Research, Newspapers, Storytelling, AP Style, Content Management, Web Content
Education
The George Washington University 1992 — 1996
BA, English Language and Literature/Letters
Kristopher Woods's FBR Experience July 2008 - May 2012
Job Senior Business Associate at Omega Point
Industry Research
Experience
OMEGA POINT (OMPNT) June 2015 - Present
Blue Heron Research Partners May 2012 - June 2015
FBR July 2008 - May 2012
Skills
Equity Research, Research, Due Diligence, Equities, Financial Analysis, Valuation, Market Research, Analysis, Investments, Hedge Funds, Capital Markets, Real Estate, Qualitative Research, Investment Banking, Securities, Financial Modeling, Portfolio Management, Economics, Asset Management, Corporate Finance, Alternative Investments, Emerging Markets, Bloomberg
Education
The George Washington University 2003 — 2007
Bachelor of Arts (BA), English Composition
Hill School
Hill School
Hill School
OMEGA POINT (OMPNT) June 2015 - Present
Blue Heron Research Partners May 2012 - June 2015
FBR July 2008 - May 2012
Skills
Equity Research, Research, Due Diligence, Equities, Financial Analysis, Valuation, Market Research, Analysis, Investments, Hedge Funds, Capital Markets, Real Estate, Qualitative Research, Investment Banking, Securities, Financial Modeling, Portfolio Management, Economics, Asset Management, Corporate Finance, Alternative Investments, Emerging Markets, Bloomberg
Education
The George Washington University 2003 — 2007
Bachelor of Arts (BA), English Composition
Hill School
Hill School
Hill School
Ryan Oatman, CFA's FBR Experience January 2008 - June 2008
Job Oil & Gas Equity Research Analyst
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Cowen and Company June 2015 - Present
SunTrust Robinson Humphrey August 2012 - June 2015
Canaccord Genuity Inc. September 2010 - July 2012
SunTrust Robinson Humphrey June 2008 - September 2010
FBR January 2008 - June 2008
Skills
Energy Industry, Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Equity Valuation, Capital Markets, Financial Analysis, Investments, Analysis, Series 7, Series 63, Business Valuation
Education
Texas A&M University 2006 — 2007
MBA
Trinity University 2003 — 2006
BS, Business Administration with concentrations in Finance and Accounting
Paschal High School
Louis Yi's FBR Experience July 2008 - Present
Job Managing Director at FBR
Industry Banking
Experience
FBR July 2008 - Present
Bear, Stearns & Co. Inc. August 2006 - July 2008
Bear Stearns August 2003 - August 2006
Bear Stearns August 2000 - August 2003
Education
The Johns Hopkins University 1996 — 2000
BA
FBR July 2008 - Present
Bear, Stearns & Co. Inc. August 2006 - July 2008
Bear Stearns August 2003 - August 2006
Bear Stearns August 2000 - August 2003
Education
The Johns Hopkins University 1996 — 2000
BA
Jonathan Zucker's FBR Experience February 2010 - October 2010
Job Senior Vice President at Intrepid Investment Bankers LLC
Industry Investment Banking
Experience
Intrepid Investment Bankers LLC May 2014 - Present
US Capital Partners September 2012 - April 2014
Pine Street Advisors December 2003 - September 2012
FBR February 2010 - October 2010
Not TV, Inc. August 2007 - November 2008
Credit Suisse First Boston 1998 - 2003
Group One Trading May 1996 - August 1996
Individual Investor Group 1995 - 1995
Skills
Business Planning, Financial Modeling, Venture Capital, Financial Markets, Trading, Multimedia, Private Equity, Music Industry, Digital Media, Internet, Entertainment Industry, Leadership, Strategy, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Business Development, Investments, Strategic Partnerships, Funding, Investment Banking, Portfolio Management, E-commerce, Capital Markets, Corporate Development, Equities, Financial Structuring, IPO, Equity Research, Start-ups, Finance, Corporate Finance, Executive Management, CRM, Financial Services, Capital Raising, Private Placements
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS in Economics, Finance and Management
UCL 1997 — 1997
History, Philosophy
University of California, Los Angeles 2005 — 2006
Music Business, Songwriting
Marlboro High School 1990 — 1994
Intrepid Investment Bankers LLC May 2014 - Present
US Capital Partners September 2012 - April 2014
Pine Street Advisors December 2003 - September 2012
FBR February 2010 - October 2010
Not TV, Inc. August 2007 - November 2008
Credit Suisse First Boston 1998 - 2003
Group One Trading May 1996 - August 1996
Individual Investor Group 1995 - 1995
Skills
Business Planning, Financial Modeling, Venture Capital, Financial Markets, Trading, Multimedia, Private Equity, Music Industry, Digital Media, Internet, Entertainment Industry, Leadership, Strategy, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Business Development, Investments, Strategic Partnerships, Funding, Investment Banking, Portfolio Management, E-commerce, Capital Markets, Corporate Development, Equities, Financial Structuring, IPO, Equity Research, Start-ups, Finance, Corporate Finance, Executive Management, CRM, Financial Services, Capital Raising, Private Placements
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS in Economics, Finance and Management
UCL 1997 — 1997
History, Philosophy
University of California, Los Angeles 2005 — 2006
Music Business, Songwriting
Marlboro High School 1990 — 1994
Scott Kauffman, CFA's FBR Experience June 1999 - May 2003
Job
Industry Financial Services
Experience
Discover Financial Services November 2014 - June 2015
Castine Capital Management, LLC June 2005 - August 2014
Wellington Management June 2004 - September 2004
FBR June 1999 - May 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Capital Markets, Financial Analysis, Hedge Funds, Investments, Portfolio Management, Analytics, Finance, Business Strategy, M&A Modeling
Education
The University of Chicago - Booth School of Business 2003 — 2005
M.B.A., Analytic Finance, Accounting
The George Washington University 1995 — 1999
B.B.A., Finance
Discover Financial Services November 2014 - June 2015
Castine Capital Management, LLC June 2005 - August 2014
Wellington Management June 2004 - September 2004
FBR June 1999 - May 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Capital Markets, Financial Analysis, Hedge Funds, Investments, Portfolio Management, Analytics, Finance, Business Strategy, M&A Modeling
Education
The University of Chicago - Booth School of Business 2003 — 2005
M.B.A., Analytic Finance, Accounting
The George Washington University 1995 — 1999
B.B.A., Finance
Javed Jinnah's FBR Experience 2007 - 2010
Job Investment Banking Professional
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
KBW 2010 - Present
FBR 2007 - 2010
Skills
Capital Markets, Equities, Private Equity, Investment Banking, Valuation, Financial Modeling, Venture Capital, Mergers, Asset Management, Corporate Development, Private Placements, Financial Advisory, Financial Structuring, IPO, Entrepreneurship, Equity Valuation, Insurance, Corporate Finance, Competitive Analysis, Strategy, Due Diligence
Education
Raffles Institution
The George Washington University
University of Michigan
Morgan Stanley September 2014 - Present
KBW 2010 - Present
FBR 2007 - 2010
Skills
Capital Markets, Equities, Private Equity, Investment Banking, Valuation, Financial Modeling, Venture Capital, Mergers, Asset Management, Corporate Development, Private Placements, Financial Advisory, Financial Structuring, IPO, Entrepreneurship, Equity Valuation, Insurance, Corporate Finance, Competitive Analysis, Strategy, Due Diligence
Education
Raffles Institution
The George Washington University
University of Michigan
Jake Fuller's FBR Experience November 2013 - February 2015
Job Research AnalystGaming, Lodging & eTravel
Industry Leisure, Travel & Tourism
Experience
FBR November 2013 - February 2015
Lazard Capital Markets 2011 - October 2013
Soleil Securities May 2009 - January 2011
Thomas Weisel Partners December 2000 - February 2009
Credit Suisse 1999 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1999
Dow Jones-Federal Filings Newswire December 1992 - March 1996
Skills
Hotels, Online Travel, Investment Banking, Equity Research, Valuation, Management, Competitive Analysis, Business Strategy, Venture Capital, Start-ups, Private Equity, Portfolio Management, Mergers, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equities, Corporate Development, Capital Markets, Bloomberg, Asset Management
Education
University at Albany, SUNY
FBR November 2013 - February 2015
Lazard Capital Markets 2011 - October 2013
Soleil Securities May 2009 - January 2011
Thomas Weisel Partners December 2000 - February 2009
Credit Suisse 1999 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1999
Dow Jones-Federal Filings Newswire December 1992 - March 1996
Skills
Hotels, Online Travel, Investment Banking, Equity Research, Valuation, Management, Competitive Analysis, Business Strategy, Venture Capital, Start-ups, Private Equity, Portfolio Management, Mergers, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equities, Corporate Development, Capital Markets, Bloomberg, Asset Management
Education
University at Albany, SUNY
Betsy Piper/Bach's FBR Experience 2001 - 2006
Job Vice President at NADA Retirement Administrators, Inc.
Industry Financial Services
Experience
NADA Retirement Administrators, Inc. July 2009 - Present
Cardinal Bank 2006 - July 2009
Money Management Advisors 2002 - 2006
FBR 2001 - 2006
FOLIOfn 2000 - 2001
Brenton Investments 1995 - 2000
Skills
Investment Advisory, Investments
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
JD, Law
The George Washington University 1976 — 1980
M. Ed, Education
St. Cloud State University 1970 — 1974
B.S., Sp. Ed
NADA Retirement Administrators, Inc. July 2009 - Present
Cardinal Bank 2006 - July 2009
Money Management Advisors 2002 - 2006
FBR 2001 - 2006
FOLIOfn 2000 - 2001
Brenton Investments 1995 - 2000
Skills
Investment Advisory, Investments
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
JD, Law
The George Washington University 1976 — 1980
M. Ed, Education
St. Cloud State University 1970 — 1974
B.S., Sp. Ed
Giovanna Noe''s FBR Experience June 2005 - March 2007
Job Pr and Communication Director for North America at Safilo Group
Industry Public Relations and Communications
Experience
Safilo September 2015 - Present
NEGRI FIRMAN PR & COMMUNICATION January 2013 - July 2015
The Promotion Factory June 2010 - January 2013
The Promotion Factory March 2007 - June 2010
FBR June 2005 - March 2007
Boz Communications 2002 - 2005
Zenith Optimedia Group, Publicis July 2000 - March 2002
MUBA January 2000 - April 2000
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Relations, Publicist, Brand Developement, Media Planning, Social Media, Creative Services
Education
Università Cattolica del Sacro Cuore 1996 — 2000
Bachelor, Philosophy
Liceo Classico Alessandro Volta 1991 — 1996
Classical and Ancient Studies
Safilo September 2015 - Present
NEGRI FIRMAN PR & COMMUNICATION January 2013 - July 2015
The Promotion Factory June 2010 - January 2013
The Promotion Factory March 2007 - June 2010
FBR June 2005 - March 2007
Boz Communications 2002 - 2005
Zenith Optimedia Group, Publicis July 2000 - March 2002
MUBA January 2000 - April 2000
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Relations, Publicist, Brand Developement, Media Planning, Social Media, Creative Services
Education
Università Cattolica del Sacro Cuore 1996 — 2000
Bachelor, Philosophy
Liceo Classico Alessandro Volta 1991 — 1996
Classical and Ancient Studies
Laura Stifel's FBR Experience November 2006 - August 2008
Job Sally Steponkus Interiors
Industry Design
Experience
Sally Steponkus Interiors September 2009 - Present
FBR November 2006 - August 2008
Carney, Sandoe & Associates August 2004 - August 2006
Manulife Financial/John Hancock October 2003 - August 2004
Education
Trinity College-Hartford 1999 — 2003
Sally Steponkus Interiors September 2009 - Present
FBR November 2006 - August 2008
Carney, Sandoe & Associates August 2004 - August 2006
Manulife Financial/John Hancock October 2003 - August 2004
Education
Trinity College-Hartford 1999 — 2003
Jeffrey Boyle, CFA's FBR Experience 2001 - 2005
Job Investment Banking/Corporate Development Professional
Industry Investment Banking
Experience
Paragon Capital Group LLC 2005 - 2014
FBR 2001 - 2005
McDonald Investments 1997 - 2001
Office of the Comptroller of the Currency 1993 - 1997
Capitol American Life 1988 - 1993
Skills
Investment Banking, Private Equity, Mergers, Venture Capital, Investments, Restructuring, Mergers & Acquisitions, Asset Management, Management, Portfolio Management, Equities, Hedge Funds, Banking, Securities, Financial Services, Finance, Strategy, Mutual Funds, Trading, Series 7, Capital Raising, Executive Management, Bonds, Private Placements, Valuation, Capital Markets, Capital, Alternative Investments, Due Diligence, LBO, IPO, Structured Finance, Equity Research, Corporate Development, Fund Of Funds, Corporate Finance, Financial Advisory
Education
The University of Akron
Bachelor of Science (BS), Finance
Paragon Capital Group LLC 2005 - 2014
FBR 2001 - 2005
McDonald Investments 1997 - 2001
Office of the Comptroller of the Currency 1993 - 1997
Capitol American Life 1988 - 1993
Skills
Investment Banking, Private Equity, Mergers, Venture Capital, Investments, Restructuring, Mergers & Acquisitions, Asset Management, Management, Portfolio Management, Equities, Hedge Funds, Banking, Securities, Financial Services, Finance, Strategy, Mutual Funds, Trading, Series 7, Capital Raising, Executive Management, Bonds, Private Placements, Valuation, Capital Markets, Capital, Alternative Investments, Due Diligence, LBO, IPO, Structured Finance, Equity Research, Corporate Development, Fund Of Funds, Corporate Finance, Financial Advisory
Education
The University of Akron
Bachelor of Science (BS), Finance
Jessica Johnstone Kenny's FBR Experience 2000 - 2001
Job Outside Sales Representative at Cowtan & Tout
Industry Textiles
Experience
Cowtan & Tout October 2013 - Present
Independent Sales & Marketing June 2009 - October 2013
The Martin Group, Inc 2003 - 2009
Ernst & Young June 2001 - July 2003
FBR 2000 - 2001
Skills
Sales, Space Planning, Textiles, Interior Design, Furnishings, Furniture, Customer Service, Space planning, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Syracuse University
Cowtan & Tout October 2013 - Present
Independent Sales & Marketing June 2009 - October 2013
The Martin Group, Inc 2003 - 2009
Ernst & Young June 2001 - July 2003
FBR 2000 - 2001
Skills
Sales, Space Planning, Textiles, Interior Design, Furnishings, Furniture, Customer Service, Space planning, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Syracuse University
Dan Bernardi's FBR Experience 2004 - 2007
Job Founder & CEO at Bernardi Holdings LLC
Industry Banking
Experience
Bernardi Holdings LLC 2013 - Present
GigaTrust 2012 - Present
WJB Capital Group, Inc. 2011 - 2012
The Benchmark Company 2007 - 2011
FBR 2004 - 2007
Skills
Capital Markets, Bloomberg, Financial Modeling, Equities, Series 7, Valuation, Investments, Hedge Funds
Education
Trinity College-Hartford 2000 — 2004
Georgetown Preparatory 1997 — 2000
Bernardi Holdings LLC 2013 - Present
GigaTrust 2012 - Present
WJB Capital Group, Inc. 2011 - 2012
The Benchmark Company 2007 - 2011
FBR 2004 - 2007
Skills
Capital Markets, Bloomberg, Financial Modeling, Equities, Series 7, Valuation, Investments, Hedge Funds
Education
Trinity College-Hartford 2000 — 2004
Georgetown Preparatory 1997 — 2000
Mark Rinaldo's FBR Experience August 2009 - March 2015
Job Director Institutional Equity Derivative Sales at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. March 2015 - Present
FBR August 2009 - March 2015
KBC Financial Products March 2004 - August 2009
Skills
Alternative Investments, Equities, Investment Banking, Options, Fixed Income, Equity Derivatives, Capital Markets, Securities, Electronic Trading, Trading Systems, Hedge Funds, Bloomberg, Derivatives, Valuation, Prime Brokerage, Financial Markets, Bonds, Structured Products, Trading, Series 7, Series 63, Trading Strategies, Fund Of Funds, Volatility, Equity Trading, Equity Research, ETFs, Swaps, Market Making, FINRA, Hedging, Investments, Financial Services, Structured Finance
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
Bachelor of Science (B.S.), Business Management
Stifel Financial Corp. March 2015 - Present
FBR August 2009 - March 2015
KBC Financial Products March 2004 - August 2009
Skills
Alternative Investments, Equities, Investment Banking, Options, Fixed Income, Equity Derivatives, Capital Markets, Securities, Electronic Trading, Trading Systems, Hedge Funds, Bloomberg, Derivatives, Valuation, Prime Brokerage, Financial Markets, Bonds, Structured Products, Trading, Series 7, Series 63, Trading Strategies, Fund Of Funds, Volatility, Equity Trading, Equity Research, ETFs, Swaps, Market Making, FINRA, Hedging, Investments, Financial Services, Structured Finance
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2003
Bachelor of Science (B.S.), Business Management
Tony Trautner's FBR Experience November 2003 - June 2008
Job Senior Talent Acquisition Leader
Industry Human Resources
Experience
Northrop Grumman Corporation January 2015 - Present
ATRA Pacific Services January 2003 - Present
Bolthouse Farms February 2013 - January 2015
Rio Tinto June 2010 - February 2013
Freeport-McMoRan Copper & Gold Inc. January 2010 - June 2010
L-3 Communications August 2008 - January 2010
Big Jump Media, Inc. (d.b.a. tangle.com) June 2008 - August 2008
FBR November 2003 - June 2008
Fortune Communications March 2000 - November 2003
US Army January 1993 - March 2000
Education
Saint Martin's University
Business/Corporate Communications
Western Illinois University
BA, Business
Northrop Grumman Corporation January 2015 - Present
ATRA Pacific Services January 2003 - Present
Bolthouse Farms February 2013 - January 2015
Rio Tinto June 2010 - February 2013
Freeport-McMoRan Copper & Gold Inc. January 2010 - June 2010
L-3 Communications August 2008 - January 2010
Big Jump Media, Inc. (d.b.a. tangle.com) June 2008 - August 2008
FBR November 2003 - June 2008
Fortune Communications March 2000 - November 2003
US Army January 1993 - March 2000
Education
Saint Martin's University
Business/Corporate Communications
Western Illinois University
BA, Business
Megan Repine's FBR Experience January 2014 - Present
Job VP Equity Research Analyst at FBR Capital Markets
Industry Capital Markets
Experience
FBR January 2014 - Present
FBR November 2010 - December 2013
Raymond James June 2008 - October 2010
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM Finance and Economics, Summa Cum Laude
FBR January 2014 - Present
FBR November 2010 - December 2013
Raymond James June 2008 - October 2010
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM Finance and Economics, Summa Cum Laude
Rathna Natarajan, SPHR, CCP's FBR Experience September 2005 - March 2008
Job HRMS Independent Consultant
Industry Human Resources
Experience
Iron Bow Technologies, LLC January 2012 - September 2015
Verisign October 2011 - December 2011
Conservation International September 2011 - October 2011
National Democratic Institute (NDI) August 2010 - June 2011
AAMC August 2009 - May 2010
Montgomery County Government May 2008 - August 2009
FBR September 2005 - March 2008
Biogen Idec 2000 - 2005
IMS Health 1997 - 1999
Skills
Employee Wellness, SuccessFactors, Data Analysis, SharePoint, Software Documentation, HRIS, Employee Benefits, Oracle E-Business Suite, Human Resources, Performance Management, Deferred Compensation, Vendor Management, Talent Management, Process Improvement, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1992
MS, Human Resource Management
SR College, India 1983 — 1986
BS, Commerce and Accounting
Iron Bow Technologies, LLC January 2012 - September 2015
Verisign October 2011 - December 2011
Conservation International September 2011 - October 2011
National Democratic Institute (NDI) August 2010 - June 2011
AAMC August 2009 - May 2010
Montgomery County Government May 2008 - August 2009
FBR September 2005 - March 2008
Biogen Idec 2000 - 2005
IMS Health 1997 - 1999
Skills
Employee Wellness, SuccessFactors, Data Analysis, SharePoint, Software Documentation, HRIS, Employee Benefits, Oracle E-Business Suite, Human Resources, Performance Management, Deferred Compensation, Vendor Management, Talent Management, Process Improvement, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1992
MS, Human Resource Management
SR College, India 1983 — 1986
BS, Commerce and Accounting
Khelan Dattani's FBR Experience January 2009 - April 2014
Job Managing Director, Investment Banking at Compass Point Research and Trading LLC
Industry Banking
Experience
Compass Point Research and Trading LLC May 2014 - Present
FBR January 2009 - April 2014
FBR January 2007 - December 2008
FBR January 2006 - December 2006
FBR January 2005 - December 2005
FBR January 2003 - December 2004
Dresdner Kleinwort Wasserstein August 1999 - August 2000
PwC April 1997 - August 1999
Skills
Equities, Investment Banking, Valuation, Risk Management, Financial Structuring, IPO, Capital Markets, Private Equity, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Financial Modeling
Education
The George Washington University 2001 — 2002
Masters in Finance, Finance, 3.9 GPA
The Institute of Chartered Accountants of India 1997 — 2000
Chartered Accountant, Accounting, Rank holder
Compass Point Research and Trading LLC May 2014 - Present
FBR January 2009 - April 2014
FBR January 2007 - December 2008
FBR January 2006 - December 2006
FBR January 2005 - December 2005
FBR January 2003 - December 2004
Dresdner Kleinwort Wasserstein August 1999 - August 2000
PwC April 1997 - August 1999
Skills
Equities, Investment Banking, Valuation, Risk Management, Financial Structuring, IPO, Capital Markets, Private Equity, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Financial Modeling
Education
The George Washington University 2001 — 2002
Masters in Finance, Finance, 3.9 GPA
The Institute of Chartered Accountants of India 1997 — 2000
Chartered Accountant, Accounting, Rank holder
Kayti Fan's FBR Experience August 2006 - June 2008
Job Founder and Creator at Kayti Fan Designs
Industry Design
Experience
Kayti Fan Designs (KFD) June 2013 - Present
Skynear Designs June 2014 - July 2015
Blick Art Materials June 2013 - May 2014
Democratic National Committee, Obama For America February 2012 - November 2012
United States Senate November 2011 - February 2012
United States Senate January 2009 - November 2011
Jeff Merkley for US Senate July 2008 - November 2008
FBR August 2006 - June 2008
Blank Rome LLP June 2005 - August 2005
Skills
Surface Pattern Design, Textile Design, Painting, Illustration, Graphic Design, Legislative Relations, Public Policy, Policy Analysis, Political Campaigns, Politics, Research, Government, Political Consulting, Legislative Research, Political Science, International Relations, Constituent..., Legislation, Political Communication, Coalitions, Community Outreach, Grassroots Organizing, Foreign Policy, Policy Research, Public Affairs, Speech Writing
Education
The Maryland Institute College of Art 2015 — 2016
Master’s Degree, The Business of Art and Design
Rhodes College 2002 — 2006
B.A., International Relations, Music
IES London 2004 — 2004
Architecture of London, Politics of the EU, British Literature
School of Oriental and African Studies, U. of London 2004 — 2004
Chinese Politics, 20th Century Chinese History
Kayti Fan Designs (KFD) June 2013 - Present
Skynear Designs June 2014 - July 2015
Blick Art Materials June 2013 - May 2014
Democratic National Committee, Obama For America February 2012 - November 2012
United States Senate November 2011 - February 2012
United States Senate January 2009 - November 2011
Jeff Merkley for US Senate July 2008 - November 2008
FBR August 2006 - June 2008
Blank Rome LLP June 2005 - August 2005
Skills
Surface Pattern Design, Textile Design, Painting, Illustration, Graphic Design, Legislative Relations, Public Policy, Policy Analysis, Political Campaigns, Politics, Research, Government, Political Consulting, Legislative Research, Political Science, International Relations, Constituent..., Legislation, Political Communication, Coalitions, Community Outreach, Grassroots Organizing, Foreign Policy, Policy Research, Public Affairs, Speech Writing
Education
The Maryland Institute College of Art 2015 — 2016
Master’s Degree, The Business of Art and Design
Rhodes College 2002 — 2006
B.A., International Relations, Music
IES London 2004 — 2004
Architecture of London, Politics of the EU, British Literature
School of Oriental and African Studies, U. of London 2004 — 2004
Chinese Politics, 20th Century Chinese History
Larry Goldsmith's FBR Experience July 2009 - Present
Job Managing Director at FBR
Industry Real Estate
Experience
FBR July 2009 - Present
LJG Advisors, LLC February 2009 - July 2009
Banc of America Securities March 1996 - February 2009
Montgomery Securities March 1996 - 1998
Montgomery Securities (Banc of America Securities) 1994 - 1997
Credit Suisse First Boston 1994 - 1996
Skills
Negotiation, Mergers, Real Estate Investment, Equities, Real Estate, Investment Banking, Capital Markets, Valuation, Strategy, Structured Finance, Investment Properties, Finance, Mergers & Acquisitions, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin 1990 — 1994
BS, Finance
Memphis University School
FBR July 2009 - Present
LJG Advisors, LLC February 2009 - July 2009
Banc of America Securities March 1996 - February 2009
Montgomery Securities March 1996 - 1998
Montgomery Securities (Banc of America Securities) 1994 - 1997
Credit Suisse First Boston 1994 - 1996
Skills
Negotiation, Mergers, Real Estate Investment, Equities, Real Estate, Investment Banking, Capital Markets, Valuation, Strategy, Structured Finance, Investment Properties, Finance, Mergers & Acquisitions, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin 1990 — 1994
BS, Finance
Memphis University School
Jana Russo's FBR Experience September 2009 - March 2011
Job Investor Relations & Office Manager at Three Ocean Partners LLC
Industry Investment Banking
Experience
Three Ocean Partners LLC March 2011 - March 2013
FBR September 2009 - March 2011
Watch Hill Partners October 2006 - September 2009
The Container Store January 2006 - September 2006
Ralph Schomp Automotive February 2003 - November 2005
Bellco Credit Union September 2002 - February 2003
University of Kansas March 2000 - August 2002
Skills
Mergers, Salesforce.com, Corporate Finance, Strategic Planning
Education
The University of Kansas 1999 — 2002
Bachelor of Arts, Communication Studies
Ellinwood
Three Ocean Partners LLC March 2011 - March 2013
FBR September 2009 - March 2011
Watch Hill Partners October 2006 - September 2009
The Container Store January 2006 - September 2006
Ralph Schomp Automotive February 2003 - November 2005
Bellco Credit Union September 2002 - February 2003
University of Kansas March 2000 - August 2002
Skills
Mergers, Salesforce.com, Corporate Finance, Strategic Planning
Education
The University of Kansas 1999 — 2002
Bachelor of Arts, Communication Studies
Ellinwood
Kevin Kogler's FBR Experience 2003 - 2006
Job Founder & President MicroBiz POS
Industry Computer Software
Experience
MicroBiz Cloud Point of Sale March 2012 - Present
Shelton Capital Management February 2005 - Present
CAM Commerce Solutions April 2010 - March 2012
Robertson Piper Software Group August 2006 - March 2012
FBR 2003 - 2006
Citi 2001 - 2003
Citi 2001 - 2003
Citi 2001 - 2003
Credit Suisse First Boston (formely Donaldson Lufkin & Jenrette) 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Retail, Accounting, Mutual Funds, Valuation, Mergers, Financial Modeling, Due Diligence, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Analytical Finance, Accounting, With Honors
University of Wisconsin-Madison 1985 — 1989
BBA, Real Estate/Accounting
Wauwatosa East 1981 — 1984
General
MicroBiz Cloud Point of Sale March 2012 - Present
Shelton Capital Management February 2005 - Present
CAM Commerce Solutions April 2010 - March 2012
Robertson Piper Software Group August 2006 - March 2012
FBR 2003 - 2006
Citi 2001 - 2003
Citi 2001 - 2003
Citi 2001 - 2003
Credit Suisse First Boston (formely Donaldson Lufkin & Jenrette) 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Retail, Accounting, Mutual Funds, Valuation, Mergers, Financial Modeling, Due Diligence, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Analytical Finance, Accounting, With Honors
University of Wisconsin-Madison 1985 — 1989
BBA, Real Estate/Accounting
Wauwatosa East 1981 — 1984
General
Bradley Birenbaum's FBR Experience June 2007 - August 2007
Job MBA Candidate at University of Michigan Ross School of Business
Industry Pharmaceuticals
Experience
University of Michigan Ross School of Business August 2015 - Present
Genoptix Medical Laboratory, a Novartis Company February 2014 - August 2015
Genoptix Medical Laboratory, a Novartis Company January 2013 - February 2014
Novartis August 2009 - December 2012
US Congress September 2008 - April 2010
Resorts International May 2008 - August 2008
FBR June 2007 - August 2007
FibroGen May 2007 - June 2007
Skills
Market Research, Financial Modeling, Forecasting, Biotechnology, Budgets, Portfolio Management, Medical Devices, Product Launch, Finance, Healthcare, Oncology, Sales, Research, Life Sciences, Pharmaceutical Industry, Pharmaceutical Sales, Cross-functional Team..., Account Management, Cardiology, Clinical Development
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2005 — 2009
University of Michigan Ross School of Business August 2015 - Present
Genoptix Medical Laboratory, a Novartis Company February 2014 - August 2015
Genoptix Medical Laboratory, a Novartis Company January 2013 - February 2014
Novartis August 2009 - December 2012
US Congress September 2008 - April 2010
Resorts International May 2008 - August 2008
FBR June 2007 - August 2007
FibroGen May 2007 - June 2007
Skills
Market Research, Financial Modeling, Forecasting, Biotechnology, Budgets, Portfolio Management, Medical Devices, Product Launch, Finance, Healthcare, Oncology, Sales, Research, Life Sciences, Pharmaceutical Industry, Pharmaceutical Sales, Cross-functional Team..., Account Management, Cardiology, Clinical Development
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The George Washington University - School of Business 2005 — 2009
Annie Chang's FBR Experience June 2004 - September 2004
Job Marketing at Filson
Industry Marketing and Advertising
Experience
Filson October 2014 - Present
Bedrock Manufacturing August 2013 - October 2014
Jump Associates January 2010 - June 2013
Jump Associates February 2008 - December 2009
Jump Associates October 2007 - February 2008
Stanford University September 2006 - June 2007
FBR June 2004 - September 2004
Skills
Business Strategy, Innovation Strategy, Design Strategy, Design, Product Design, Opportunity Mapping, White Space Analysis, Concept Development, Ideation, Research Design, Social Research, Visual Thinking, Workshop Facilitation, Project Planning, Project Management, Team Building, Strategy, Idea Generation, User Experience, Qualitative Research, Innovation, Ethnography, Innovation Management, Entrepreneurship, Competitive Analysis, New Business Development, Customer Insight, Brand Architecture, Product Innovation, Rapid Prototyping, Experience Design, User Experience Design, Usability Testing, User-centered Design, Design Thinking, Design Management, Innovation Consulting, Strategic Thinking
Education
Stanford University 2003 — 2007
B.S., Engineering: Product Design
Filson October 2014 - Present
Bedrock Manufacturing August 2013 - October 2014
Jump Associates January 2010 - June 2013
Jump Associates February 2008 - December 2009
Jump Associates October 2007 - February 2008
Stanford University September 2006 - June 2007
FBR June 2004 - September 2004
Skills
Business Strategy, Innovation Strategy, Design Strategy, Design, Product Design, Opportunity Mapping, White Space Analysis, Concept Development, Ideation, Research Design, Social Research, Visual Thinking, Workshop Facilitation, Project Planning, Project Management, Team Building, Strategy, Idea Generation, User Experience, Qualitative Research, Innovation, Ethnography, Innovation Management, Entrepreneurship, Competitive Analysis, New Business Development, Customer Insight, Brand Architecture, Product Innovation, Rapid Prototyping, Experience Design, User Experience Design, Usability Testing, User-centered Design, Design Thinking, Design Management, Innovation Consulting, Strategic Thinking
Education
Stanford University 2003 — 2007
B.S., Engineering: Product Design
Georgea (Gigi) (Greaves) Smith's FBR Experience 2006 - 2008
Job Director, Human resources at Western Union Business Solutions
Industry Financial Services
Experience
Western Union Business Solutions 2008 - Present
FBR 2006 - 2008
Wachovia 2002 - 2006
Lowe's November 2001 - April 2002
Bank of America 1999 - 2001
Bank of America March 1998 - September 1999
Skills
Talent Acquisition, Performance Management, Recruiting, Employee Relations, Talent Management, Employee Engagement, Onboarding, Human Resources, Executive Coaching, Interviews, Succession Planning, Personnel Management, Leadership, Employee Benefits, Applicant Tracking..., HRIS, College Recruiting, HR Policies
Education
The University of Georgia 1993 — 1997
BS
Western Union Business Solutions 2008 - Present
FBR 2006 - 2008
Wachovia 2002 - 2006
Lowe's November 2001 - April 2002
Bank of America 1999 - 2001
Bank of America March 1998 - September 1999
Skills
Talent Acquisition, Performance Management, Recruiting, Employee Relations, Talent Management, Employee Engagement, Onboarding, Human Resources, Executive Coaching, Interviews, Succession Planning, Personnel Management, Leadership, Employee Benefits, Applicant Tracking..., HRIS, College Recruiting, HR Policies
Education
The University of Georgia 1993 — 1997
BS
Saurabh Lele's FBR Experience June 2008 - September 2012
Job Commodities Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis, Sayles & Company September 2012 - Present
FBR June 2008 - September 2012
Lehman Brothers July 2006 - July 2007
Infosys October 2004 - June 2006
Education
Texas A&M University - Mays Business School 2007 — 2008
MBA, Finance
University of Mumbai
Loomis, Sayles & Company September 2012 - Present
FBR June 2008 - September 2012
Lehman Brothers July 2006 - July 2007
Infosys October 2004 - June 2006
Education
Texas A&M University - Mays Business School 2007 — 2008
MBA, Finance
University of Mumbai
Virginia Arzadum's FBR Experience August 2005 - August 2008
Job Senior Consultant
Industry Defense & Space
Experience
Booz Allen Hamilton June 2010 - Present
Stifel Financial Corp. September 2008 - June 2010
FBR August 2005 - August 2008
Skills
Management Consulting, Business Process..., Business Process..., Business Analysis, Change Management, Analytics, Requirements Analysis, Risk Management, Process Improvement, CRM, Financial Modeling, Business Strategy, Government, IT Strategy, Strategic Planning, Strategic Communications, Business Development, Leadership
Education
Towson University 2001 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Booz Allen Hamilton June 2010 - Present
Stifel Financial Corp. September 2008 - June 2010
FBR August 2005 - August 2008
Skills
Management Consulting, Business Process..., Business Process..., Business Analysis, Change Management, Analytics, Requirements Analysis, Risk Management, Process Improvement, CRM, Financial Modeling, Business Strategy, Government, IT Strategy, Strategic Planning, Strategic Communications, Business Development, Leadership
Education
Towson University 2001 — 2005
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Tom Hereghty's FBR Experience August 2014 - Present
Job Vice President at FBR
Industry Financial Services
Experience
FBR August 2014 - Present
Lazard Capital Markets March 2012 - August 2014
Jefferies & Company March 1997 - March 2012
Skills
Prime Brokerage, Securities Lending, Series 7, Fixed Income, Series 63, Bloomberg
Education
Seton Hall University 1991 — 1995
FBR August 2014 - Present
Lazard Capital Markets March 2012 - August 2014
Jefferies & Company March 1997 - March 2012
Skills
Prime Brokerage, Securities Lending, Series 7, Fixed Income, Series 63, Bloomberg
Education
Seton Hall University 1991 — 1995
Michael Taylor, CFA's FBR Experience 2002 - 2003
Job
Industry Investment Banking
Experience
Mitchell Energy Partners, LLC May 2003 - Present
FBR 2002 - 2003
Morgan Keegan 1999 - 2001
Arthur Andersen 1997 - 1999
KPMG 1995 - 1997
Skills
Capital Markets, Due Diligence, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Structured Finance, Corporate Development, Financial Structuring, Divestitures, Private Placements, M&A experience, Equity Research, Business Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business
MBA
University of Houston
BBA, Finance, cum laude
Mitchell Energy Partners, LLC May 2003 - Present
FBR 2002 - 2003
Morgan Keegan 1999 - 2001
Arthur Andersen 1997 - 1999
KPMG 1995 - 1997
Skills
Capital Markets, Due Diligence, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Structured Finance, Corporate Development, Financial Structuring, Divestitures, Private Placements, M&A experience, Equity Research, Business Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business
MBA
University of Houston
BBA, Finance, cum laude
Amanda Holland's FBR Experience 2006 - 2006
Job Summer Strategy Intern at DigitalOcean
Industry Renewables & Environment
Experience
Baidu, Inc. August 2015 - Present
DigitalOcean June 2015 - August 2015
HelioPower January 2013 - June 2014
Greenzu 2009 - January 2013
Brownson, Rehmus & Foxworth 2008 - 2009
UBS Investment Bank 2007 - 2008
FBR 2006 - 2006
Skills
Solar, Project Finance, Financial Analysis, Structured Finance, Oil&Gas, Portfolio Management, Renewable Energy, New Business Development, Start-ups, Environmental Policy, Financial Modeling, Energy Efficiency, Alternative Investments, Crowdfunding, Solar Energy, Alternative Energy, Business Development, Strategic Partnerships, Marketing, Business Valuation, Team Building, Business Strategy, Entrepreneurship, Oil/Gas, Finance, Investment Banking, Investments, Asset Management, Energy, Venture Capital, Cleantech
Education
Stanford University Graduate School of Business 2014 — 2016
University of Virginia
Bachelor of Arts (B.A.)
Maret School
Baidu, Inc. August 2015 - Present
DigitalOcean June 2015 - August 2015
HelioPower January 2013 - June 2014
Greenzu 2009 - January 2013
Brownson, Rehmus & Foxworth 2008 - 2009
UBS Investment Bank 2007 - 2008
FBR 2006 - 2006
Skills
Solar, Project Finance, Financial Analysis, Structured Finance, Oil&Gas, Portfolio Management, Renewable Energy, New Business Development, Start-ups, Environmental Policy, Financial Modeling, Energy Efficiency, Alternative Investments, Crowdfunding, Solar Energy, Alternative Energy, Business Development, Strategic Partnerships, Marketing, Business Valuation, Team Building, Business Strategy, Entrepreneurship, Oil/Gas, Finance, Investment Banking, Investments, Asset Management, Energy, Venture Capital, Cleantech
Education
Stanford University Graduate School of Business 2014 — 2016
University of Virginia
Bachelor of Arts (B.A.)
Maret School
Frank Morgan's FBR Experience January 2015 - Present
Job SVP Institutional Equities at FBR
Industry Financial Services
Experience
FBR January 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2013 - Present
Dahlman Rose & Co. August 2008 - June 2013
Dahlman Rose 2008 - 2009
Cowen and Company June 2003 - June 2008
cowen 2003 - 2008
Fidelity Investments 1996 - 1997
Skills
Capital Markets, Equity Trading, Equities, Bloomberg, Series 7, Trading, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
BS, Finance
FBR January 2015 - Present
Financial Industry Regulatory Authority (FINRA) 2013 - Present
Dahlman Rose & Co. August 2008 - June 2013
Dahlman Rose 2008 - 2009
Cowen and Company June 2003 - June 2008
cowen 2003 - 2008
Fidelity Investments 1996 - 1997
Skills
Capital Markets, Equity Trading, Equities, Bloomberg, Series 7, Trading, Electronic Trading
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
BS, Finance
Jim Gargiulo's FBR Experience 2007 - 2009
Job President at Human Capital Think
Industry Human Resources
Experience
Human Capital Think 2009 - Present
FBR 2007 - 2009
Watson Wyatt 1997 - 2007
Aon 1995 - 1997
BNP Paribas 1992 - 1995
Skills
Strategic Planning, Organizational..., Succession Planning, Performance Management, Executive Search, Executive Compensation..., Employee Relations, Recruiting, Coaching, Personnel Management, Onboarding, Management, Human Resources, Organizational Design, Management Consulting, Benefits Administration, Training, Employee Engagement, HR Policies
Education
Bernard Baruch
BBA, Accounting
The Cooper Union for the Advancement of Science and Art
Mechanical Engineering
Human Capital Think 2009 - Present
FBR 2007 - 2009
Watson Wyatt 1997 - 2007
Aon 1995 - 1997
BNP Paribas 1992 - 1995
Skills
Strategic Planning, Organizational..., Succession Planning, Performance Management, Executive Search, Executive Compensation..., Employee Relations, Recruiting, Coaching, Personnel Management, Onboarding, Management, Human Resources, Organizational Design, Management Consulting, Benefits Administration, Training, Employee Engagement, HR Policies
Education
Bernard Baruch
BBA, Accounting
The Cooper Union for the Advancement of Science and Art
Mechanical Engineering
Mindy Bobkin Lizmi's FBR Experience 2005 - 2008
Job Senior Account Manager at Twist Mktg, a W2O Company
Industry Market Research
Experience
Twist Mktg, a W2O Company September 2013 - Present
Twist Mktg, a W2O Company September 2011 - September 2013
WCG February 2010 - September 2011
Ramsey Asset Mangement 2008 - 2009
FBR 2005 - 2008
Skills
Social Media Marketing, Public Relations, Event Planning, Event Management, Crisis Management, Product Launch, Consumer Healthcare, Vaccines, Message Development, Press Releases, Integrated Marketing, Social Media
Education
Towson University 2001 — 2005
BA, Business
Twist Mktg, a W2O Company September 2013 - Present
Twist Mktg, a W2O Company September 2011 - September 2013
WCG February 2010 - September 2011
Ramsey Asset Mangement 2008 - 2009
FBR 2005 - 2008
Skills
Social Media Marketing, Public Relations, Event Planning, Event Management, Crisis Management, Product Launch, Consumer Healthcare, Vaccines, Message Development, Press Releases, Integrated Marketing, Social Media
Education
Towson University 2001 — 2005
BA, Business
Wajiha Rashid's FBR Experience 2003 - 2008
Job Realtor at Prosperity Realty
Industry Real Estate
Experience
Prosperity Realty April 2006 - Present
FBR 2003 - 2008
Skills
Investments, Valuation, Real Estate, Financial Modeling, Investment Properties, Asset Management, Portfolio Management, Financial Analysis, Capital Markets, Loans, Alternative Investments, Due Diligence, Equities, Hedge Funds, Custom Homes, Lot...
Education
The George Washington University 2000 — 2003
MBA, International Finance
Elliott School of International Affairs - George Washington University
Master’s Degree, International Finance
Prosperity Realty April 2006 - Present
FBR 2003 - 2008
Skills
Investments, Valuation, Real Estate, Financial Modeling, Investment Properties, Asset Management, Portfolio Management, Financial Analysis, Capital Markets, Loans, Alternative Investments, Due Diligence, Equities, Hedge Funds, Custom Homes, Lot...
Education
The George Washington University 2000 — 2003
MBA, International Finance
Elliott School of International Affairs - George Washington University
Master’s Degree, International Finance
Alan Falik's FBR Experience June 2007 - July 2009
Job President at Aquasol Controllers/Poolsure
Industry Chemicals
Experience
Aquasol Controllers/Poolsure August 2009 - Present
FBR June 2007 - July 2009
Sanders Morris Harris August 2006 - June 2007
Amegy Bank 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Capital Markets, Energy, Private Equity, Contract Negotiation, Financial Reporting, Strategic Financial..., Banking, Finance, Financial Risk, Investments, Asset Management, Cash Management, Mergers & Acquisitions, Portfolio Management, Treasury Management, Venture Capital, Risk Management, Investment Banking, Divestitures, Project Finance, Executive Management, Business Valuation
Education
Southern Methodist University 2001 — 2005
BA, Economics
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance
Aquasol Controllers/Poolsure August 2009 - Present
FBR June 2007 - July 2009
Sanders Morris Harris August 2006 - June 2007
Amegy Bank 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Capital Markets, Energy, Private Equity, Contract Negotiation, Financial Reporting, Strategic Financial..., Banking, Finance, Financial Risk, Investments, Asset Management, Cash Management, Mergers & Acquisitions, Portfolio Management, Treasury Management, Venture Capital, Risk Management, Investment Banking, Divestitures, Project Finance, Executive Management, Business Valuation
Education
Southern Methodist University 2001 — 2005
BA, Economics
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance
Robert Kantor's FBR Experience March 2010 - February 2015
Job Derivative Trader | Risk Manager | Head Trader | Operations Management
Industry Financial Services
Experience
FBR March 2010 - February 2015
Bay Crest Partners January 2009 - December 2009
Wilmot Advisors July 2008 - January 2009
Bear Stearns June 2005 - June 2008
KBC Financial Products July 2000 - October 2004
BNP Paribas April 2000 - July 2000
UBS Investment Bank June 1998 - June 1999
UBS Investment Bank June 1991 - May 1998
UBS Investment Bank June 1990 - September 1991
Sterling Commodities March 1988 - June 1990
Skills
Trading Strategies, Swaps, Corporate Finance, Hedge Funds, Financial Markets, Equity Trading, Trading, Hedging, Electronic Trading, Bloomberg, Options, Capital Markets, Commodity, Risk Management, Financial Risk, Trading Systems, Volatility, Derivatives, Portfolio Management, Equities, Fixed Income, Proprietary Trading, Currency, Financial Structuring, ETFs, Structured Finance, Finance, Market Making
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and International Business
Northwestern University 1983 — 1987
BA, Economics
FBR March 2010 - February 2015
Bay Crest Partners January 2009 - December 2009
Wilmot Advisors July 2008 - January 2009
Bear Stearns June 2005 - June 2008
KBC Financial Products July 2000 - October 2004
BNP Paribas April 2000 - July 2000
UBS Investment Bank June 1998 - June 1999
UBS Investment Bank June 1991 - May 1998
UBS Investment Bank June 1990 - September 1991
Sterling Commodities March 1988 - June 1990
Skills
Trading Strategies, Swaps, Corporate Finance, Hedge Funds, Financial Markets, Equity Trading, Trading, Hedging, Electronic Trading, Bloomberg, Options, Capital Markets, Commodity, Risk Management, Financial Risk, Trading Systems, Volatility, Derivatives, Portfolio Management, Equities, Fixed Income, Proprietary Trading, Currency, Financial Structuring, ETFs, Structured Finance, Finance, Market Making
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and International Business
Northwestern University 1983 — 1987
BA, Economics
Gwendolyn Rogers's FBR Experience June 2006 - August 2007
Job Legal Secretary at Holland & Knight LLP
Industry Legal Services
Experience
Holland & Knight LLP December 2011 - Present
National Black Justice Coalition 2012 - 2013
Armani Exchange September 2011 - January 2012
Metropark February 2008 - May 2011
Herzing University November 2009 - January 2011
FBR June 2006 - August 2007
Skills
Microsoft Office, Research, Customer Relations, PowerPoint, Social Media, Customer Service, Public Speaking, Microsoft Excel, Sales, Microsoft Word, Marketing, Outlook, Social Media Marketing
Education
Spelman College 2004 — 2009
B.A., History
Holland & Knight LLP December 2011 - Present
National Black Justice Coalition 2012 - 2013
Armani Exchange September 2011 - January 2012
Metropark February 2008 - May 2011
Herzing University November 2009 - January 2011
FBR June 2006 - August 2007
Skills
Microsoft Office, Research, Customer Relations, PowerPoint, Social Media, Customer Service, Public Speaking, Microsoft Excel, Sales, Microsoft Word, Marketing, Outlook, Social Media Marketing
Education
Spelman College 2004 — 2009
B.A., History
Blaine Mooney's FBR Experience 2007 - 2010
Job Pursuing Master of Science in Investment Management
Industry Financial Services
Experience
Societe Generale 2010 - 2013
FBR 2007 - 2010
Intelligent Property Ltd 2004 - 2007
Deutsche Bank 2002 - 2004
Deutsche Bank AG 2001 - 2002
Deutsche Bank Alex. Brown 1997 - 2001
Alex. Brown & Sons, Incorporated 1994 - 1997
Skills
Hedge Funds, Equities, Trading, Capital Markets, Fixed Income, ETFs, Mutual Funds, Futures, Investment Banking, Bloomberg, Trading Systems, Derivatives, Options, Equity Trading, Structured Products, Financial Markets, Electronic Trading, Securities, Investments, Equity Derivatives, Alternative Investments, Equity Research, Prime Brokerage, FX Options, Proprietary Trading, Series 63, Swaps, Asset Management, Portfolio Management, Financial Services, Risk Management
Education
Temple University - Fox School of Business and Management 2015 — 2017
Finance and Financial Management Services
Boston Society of Security Analysts 1994 — 1995
Roanoke College 1989 — 1992
Bachelor of Arts, International Relations
Societe Generale 2010 - 2013
FBR 2007 - 2010
Intelligent Property Ltd 2004 - 2007
Deutsche Bank 2002 - 2004
Deutsche Bank AG 2001 - 2002
Deutsche Bank Alex. Brown 1997 - 2001
Alex. Brown & Sons, Incorporated 1994 - 1997
Skills
Hedge Funds, Equities, Trading, Capital Markets, Fixed Income, ETFs, Mutual Funds, Futures, Investment Banking, Bloomberg, Trading Systems, Derivatives, Options, Equity Trading, Structured Products, Financial Markets, Electronic Trading, Securities, Investments, Equity Derivatives, Alternative Investments, Equity Research, Prime Brokerage, FX Options, Proprietary Trading, Series 63, Swaps, Asset Management, Portfolio Management, Financial Services, Risk Management
Education
Temple University - Fox School of Business and Management 2015 — 2017
Finance and Financial Management Services
Boston Society of Security Analysts 1994 — 1995
Roanoke College 1989 — 1992
Bachelor of Arts, International Relations
Jonathan Nigro, CPCU's FBR Experience June 2009 - August 2009
Job Associate Placement Specialist at Marsh
Industry Insurance
Experience
Marsh October 2014 - Present
Tower Group Companies January 2014 - October 2014
Tower Group Companies November 2012 - January 2014
BlackRock August 2010 - October 2012
FBR June 2009 - August 2009
Tower Group Companies June 2008 - August 2008
Pfife Hudson Group July 2007 - August 2007
Skills
Data Analysis, Excel, Bloomberg Terminal, PowerPoint, Word, Financial Modeling, Microsoft Excel, Microsoft Word, Derivatives, Risk Management, Financial Analysis, Finance, Bloomberg, Investments, Insurance, Valuation, Financial Services, Investment Banking, Portfolio Management
Education
University of Wisconsin-Madison 2006 — 2010
Bachelor of Arts (B.A.), Economics
Universitat de Barcelona 2009 — 2009
Liberal Arts and Sciences/Liberal Studies
Marsh October 2014 - Present
Tower Group Companies January 2014 - October 2014
Tower Group Companies November 2012 - January 2014
BlackRock August 2010 - October 2012
FBR June 2009 - August 2009
Tower Group Companies June 2008 - August 2008
Pfife Hudson Group July 2007 - August 2007
Skills
Data Analysis, Excel, Bloomberg Terminal, PowerPoint, Word, Financial Modeling, Microsoft Excel, Microsoft Word, Derivatives, Risk Management, Financial Analysis, Finance, Bloomberg, Investments, Insurance, Valuation, Financial Services, Investment Banking, Portfolio Management
Education
University of Wisconsin-Madison 2006 — 2010
Bachelor of Arts (B.A.), Economics
Universitat de Barcelona 2009 — 2009
Liberal Arts and Sciences/Liberal Studies
Amy Stoddard's FBR Experience April 2008 - July 2010
Job NonTechnical Project Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae October 2012 - Present
Fannie Mae January 2011 - October 2012
FBR April 2008 - July 2010
Protiviti 2006 - 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Microsoft Excel, Visio, Operational Risk, Risk Assessment, SOX 404, Financial Modeling, Risk Management, Financial Analysis
Education
Salisbury University - Perdue School of Business 2002 — 2006
Bachelors, Corporate Finance
Fannie Mae October 2012 - Present
Fannie Mae January 2011 - October 2012
FBR April 2008 - July 2010
Protiviti 2006 - 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Microsoft Excel, Visio, Operational Risk, Risk Assessment, SOX 404, Financial Modeling, Risk Management, Financial Analysis
Education
Salisbury University - Perdue School of Business 2002 — 2006
Bachelors, Corporate Finance
Ram Shankar's FBR Experience September 2004 - August 2011
Job Managing Director: Financial Planning & Analysis / Investor Relations at First Niagara Bank
Industry Banking
Experience
First Niagara Bank May 2014 - Present
First Niagara Financial Group September 2011 - May 2014
FBR September 2004 - August 2011
M&T Bank Corporation April 1997 - September 2004
Skills
Banking, Analysis, Asset Management, Financial Services, Mortgage Lending, Mergers & Acquisitions, Equity Research Analysis, IPO, Corporate Finance, Strategic Communications, Credit Cards, card issuers, BDCs, REIT, Fixed Income, Financial Modeling, Mutual Funds, Equity Research, Investments, Hedge Funds, Financial Markets, Insurance, Budgets, Due Diligence, Business Development, Credit, Derivatives, Investment Banking, Credit Risk, Strategic Financial..., Securities, Private Equity, Bloomberg, Credit Analysis, Financial Risk, Capital Markets, Trading, Portfolio Management, Valuation, Series 7, Investor Relations, Equities, Financial Analysis, Risk Management, Finance, Loans, Management, Leadership, Commercial Banking
Education
Rochester Institute of Technology 1995 — 1997
MBA, Finance
Rochester Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance MIS
First Niagara Bank May 2014 - Present
First Niagara Financial Group September 2011 - May 2014
FBR September 2004 - August 2011
M&T Bank Corporation April 1997 - September 2004
Skills
Banking, Analysis, Asset Management, Financial Services, Mortgage Lending, Mergers & Acquisitions, Equity Research Analysis, IPO, Corporate Finance, Strategic Communications, Credit Cards, card issuers, BDCs, REIT, Fixed Income, Financial Modeling, Mutual Funds, Equity Research, Investments, Hedge Funds, Financial Markets, Insurance, Budgets, Due Diligence, Business Development, Credit, Derivatives, Investment Banking, Credit Risk, Strategic Financial..., Securities, Private Equity, Bloomberg, Credit Analysis, Financial Risk, Capital Markets, Trading, Portfolio Management, Valuation, Series 7, Investor Relations, Equities, Financial Analysis, Risk Management, Finance, Loans, Management, Leadership, Commercial Banking
Education
Rochester Institute of Technology 1995 — 1997
MBA, Finance
Rochester Institute of Technology 1995 — 1997
Master of Business Administration (MBA), Finance MIS
Helen Manning's FBR Experience October 1999 - July 2000
Job Realtor, Residential and Commercial, Relocations and Executive Specialist, National Realty, LLC
Industry Real Estate
Experience
National Realty, LLC Realtor, Recruiter, Office AdministratorRecruiting Bi-Lingual Real Estate Professionals2004 - 2010
National Realty 2004 - 2010
The McLean Orchestra 2001 - 2006
Coldwell Banker Real Estate 2000 - 2004
FBR October 1999 - July 2000
Capital One February 1994 - October 1999
U.S. House of Representatives February 1987 - April 1990
Skills
Sellers, Real Estate, Short Sales, First Time Home Buyers, Buyer Representation, Foreclosures, Investors, Rentals, Listings, Ballistics, Referrals, REO, Relocation, New Home Sales, Residential Homes, Condos, Investment Properties, Real Estate Transactions, Move Up Buyers, Relocation Buyers, Leases, Single Family Homes, HUD, Luxury, Resellers, Real Property, Selling, Buyers, Townhomes, Commercial Real Estate
Education
Randolph-Macon College 1982 — 1986
National Realty, LLC Realtor, Recruiter, Office AdministratorRecruiting Bi-Lingual Real Estate Professionals2004 - 2010
National Realty 2004 - 2010
The McLean Orchestra 2001 - 2006
Coldwell Banker Real Estate 2000 - 2004
FBR October 1999 - July 2000
Capital One February 1994 - October 1999
U.S. House of Representatives February 1987 - April 1990
Skills
Sellers, Real Estate, Short Sales, First Time Home Buyers, Buyer Representation, Foreclosures, Investors, Rentals, Listings, Ballistics, Referrals, REO, Relocation, New Home Sales, Residential Homes, Condos, Investment Properties, Real Estate Transactions, Move Up Buyers, Relocation Buyers, Leases, Single Family Homes, HUD, Luxury, Resellers, Real Property, Selling, Buyers, Townhomes, Commercial Real Estate
Education
Randolph-Macon College 1982 — 1986
Rasheed Ali's FBR Experience July 2007 - August 2008
Job Banking Professional
Industry Banking
Experience
FBR July 2007 - August 2008
Skills
Accounts Payable, Payroll, Finance, Accounting, Financial Analysis, Analysis, Banking, Management, Financial Reporting, Account Reconciliation, Valuation, Cash Management, Credit
Education
The George Washington University 1975 — 1979
Bachelor of Commercial Science
The George Washington University 1975 — 1979
Bachelor's degree, Accounting, 3.48
FBR July 2007 - August 2008
Skills
Accounts Payable, Payroll, Finance, Accounting, Financial Analysis, Analysis, Banking, Management, Financial Reporting, Account Reconciliation, Valuation, Cash Management, Credit
Education
The George Washington University 1975 — 1979
Bachelor of Commercial Science
The George Washington University 1975 — 1979
Bachelor's degree, Accounting, 3.48
Christopher Leddy's FBR Experience May 2007 - May 2007
Job MBA Candidate, The Wharton School
Industry Financial Services
Experience
The CIM Group June 2015 - August 2015
HSBC Investment Bank September 2012 - July 2014
HSBC Investment Bank August 2011 - September 2012
HSBC Investment Bank August 2009 - August 2011
HSBC Investment Bank July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
FBR May 2007 - May 2007
Skills
Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
London School of Economics and Political Science
BSc, Management
The CIM Group June 2015 - August 2015
HSBC Investment Bank September 2012 - July 2014
HSBC Investment Bank August 2011 - September 2012
HSBC Investment Bank August 2009 - August 2011
HSBC Investment Bank July 2008 - September 2008
Lehman Brothers June 2007 - August 2007
FBR May 2007 - May 2007
Skills
Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
London School of Economics and Political Science
BSc, Management
Jon(JJ) Jensen's FBR Experience 2008 - 2011
Job The Buckingham Research Group
Industry Financial Services
Experience
The Buckingham Research Group January 2014 - Present
Home July 2013 - December 2013
Macquarie Group January 2012 - July 2013
FBR 2008 - 2011
bear stearns September 2002 - June 2008
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Securities, Investments, Asset Management, Bloomberg, Equity Research, Investment Banking, Valuation, Series 7, Derivatives, Alternative Investments, Series 63, Financial Modeling, Equity Derivatives, FINRA, Investment Strategies
Education
Northeastern University 1984 — 1996
Bachelor of Science, Business/Finance
Thayer Academy 1975 — 1982
High school diploma
The Buckingham Research Group January 2014 - Present
Home July 2013 - December 2013
Macquarie Group January 2012 - July 2013
FBR 2008 - 2011
bear stearns September 2002 - June 2008
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Securities, Investments, Asset Management, Bloomberg, Equity Research, Investment Banking, Valuation, Series 7, Derivatives, Alternative Investments, Series 63, Financial Modeling, Equity Derivatives, FINRA, Investment Strategies
Education
Northeastern University 1984 — 1996
Bachelor of Science, Business/Finance
Thayer Academy 1975 — 1982
High school diploma
Kevin Kecheng Liu's FBR Experience January 2012 - April 2015
Job Ph.D., Head of Front Office Development at Balyasny Asset Management L.P.
Industry Investment Banking
Experience
Balyasny Asset Management L.P. May 2015 - Present
FBR January 2012 - April 2015
FBR July 2009 - January 2012
JPMorgan Chase June 2008 - July 2009
Bear Stearns January 2006 - June 2008
Bear Stearns August 2003 - December 2005
Imagine Software June 1997 - July 2003
Skills
Trading Systems, Risk Management, Equities, Options, Trading, Capital Markets, Fixed Income, Investment Banking, Derivatives, Electronic Trading, Equity Derivatives, Structured Products, Bloomberg
Education
The Ohio State University 1986 — 1992
PH.D., Mathematics
Sichuan University 1981 — 1985
B.S., Mathematics
Balyasny Asset Management L.P. May 2015 - Present
FBR January 2012 - April 2015
FBR July 2009 - January 2012
JPMorgan Chase June 2008 - July 2009
Bear Stearns January 2006 - June 2008
Bear Stearns August 2003 - December 2005
Imagine Software June 1997 - July 2003
Skills
Trading Systems, Risk Management, Equities, Options, Trading, Capital Markets, Fixed Income, Investment Banking, Derivatives, Electronic Trading, Equity Derivatives, Structured Products, Bloomberg
Education
The Ohio State University 1986 — 1992
PH.D., Mathematics
Sichuan University 1981 — 1985
B.S., Mathematics
Paige Grzelak's FBR Experience 2009 - 2011
Job COO at Western Development Corporation
Industry Commercial Real Estate
Experience
FBR 2009 - 2011
Skills
Microsoft Excel, Outlook, Equities, Investments, Due Diligence, Budgets, Asset Management
Education
Penn State University 1994 — 1998
FBR 2009 - 2011
Skills
Microsoft Excel, Outlook, Equities, Investments, Due Diligence, Budgets, Asset Management
Education
Penn State University 1994 — 1998
Christine Long's FBR Experience September 2003 - June 2004
Job Recruitment Consultant
Industry Public Policy
Experience
Avalere Health February 2012 - August 2014
Avalere Health October 2010 - January 2012
AOL March 2008 - December 2008
Host Hotels & Resorts February 2006 - December 2007
Clements International August 2005 - February 2006
FBR September 2003 - June 2004
Fannie Mae December 1996 - December 2002
Kaiser Permanente December 1986 - October 1995
Education
The George Washington University
MAT
University of Maryland College Park
BS
Avalere Health February 2012 - August 2014
Avalere Health October 2010 - January 2012
AOL March 2008 - December 2008
Host Hotels & Resorts February 2006 - December 2007
Clements International August 2005 - February 2006
FBR September 2003 - June 2004
Fannie Mae December 1996 - December 2002
Kaiser Permanente December 1986 - October 1995
Education
The George Washington University
MAT
University of Maryland College Park
BS
Matthew Mascera's FBR Experience June 2012 - Present
Job Senior Vice President at FBR
Industry Investment Banking
Experience
FBR June 2012 - Present
UBS Investment Bank November 2004 - April 2012
Charles Schwab April 2002 - November 2004
NDB Capital Markets June 1997 - April 2002
Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Electronic Trading, Equity Research, Valuation, Alternative Investments, Equity Trading, Options, Trading
Education
Tulane University - A.B. Freeman School of Business 1993 — 1997
Bachelor of Science in Management, Finance, General
FBR June 2012 - Present
UBS Investment Bank November 2004 - April 2012
Charles Schwab April 2002 - November 2004
NDB Capital Markets June 1997 - April 2002
Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Electronic Trading, Equity Research, Valuation, Alternative Investments, Equity Trading, Options, Trading
Education
Tulane University - A.B. Freeman School of Business 1993 — 1997
Bachelor of Science in Management, 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