FBR Company
Industry: Federal agency
DescriptionThe Federal Board of Revenue is a top federal government body that investigates crimes related to taxation and money-laundering. FBR also operates special Broadening of Tax Base Zones that keep tax evaders under surveillance and compulsorily bring them into the tax net through its inspectors. Preceding Department: Central Board of Revenue Department executive: Dr. Muhammad Jehanzeb Khan, Chairman FBR/ Federal Secretary for Revenue Founded: 1 July 1920 Headquarters: Islamabad, Pakistan Jurisdiction: Pakistan Predecessor: Federal Board of Revenue
FBR List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FBR. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FBR Employees
Employee
Years
Job
Industry
Jeffrey Tha Jeffrey Tha's FBR Experience 2007 - 2010
Job Cofounder at Meetyl Inc.
Industry Internet
Experience
Meetyl Inc. 2012 - Present
ABR Investment Strategy LLC 2010 - 2012
FBR 2007 - 2010
Magnum Opus Capital Management 2006 - 2007
TLB Capital Management 2004 - 2006
Wells Fargo Securities 2003 - 2004
Parnassus Investments 2002 - 2003
JPMorgan Hambrecht & Quist 1998 - 2002
Skills
Chartered Financial..., Investments, Financial Modeling, Time Management, Investment Banking, Equities, Equity Research, Business Development, Valuation, Private Equity, Alternative Investments, Management, Hedge Funds, Corporate Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
Dreher High School, Columbia, SC
Fairview International, Kuala Lumpur, Malaysia
St. James School, Kuala Belait, Brunei Darussalam
Meetyl Inc. 2012 - Present
ABR Investment Strategy LLC 2010 - 2012
FBR 2007 - 2010
Magnum Opus Capital Management 2006 - 2007
TLB Capital Management 2004 - 2006
Wells Fargo Securities 2003 - 2004
Parnassus Investments 2002 - 2003
JPMorgan Hambrecht & Quist 1998 - 2002
Skills
Chartered Financial..., Investments, Financial Modeling, Time Management, Investment Banking, Equities, Equity Research, Business Development, Valuation, Private Equity, Alternative Investments, Management, Hedge Funds, Corporate Development
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
Dreher High School, Columbia, SC
Fairview International, Kuala Lumpur, Malaysia
St. James School, Kuala Belait, Brunei Darussalam
Darcy Limanni's FBR Experience March 2011 - October 2012
Job Vice President, National Accounts at Hennessy Funds
Industry Financial Services
Experience
Hennessy Funds October 2012 - Present
FBR March 2011 - October 2012
FBR Capital Markets September 2009 - May 2011
Friedman, Billings, Ramsey, Inc. January 2005 - February 2009
Bridgeway Center CCES June 1999 - August 2004
Skills
Investments, FINRA, Portfolio Management, Investment Advisory, Alternative Investments, Hedge Funds, Asset Allocation, Management, Capital Markets, Bloomberg, Equity Research, Fixed Income, Wealth Management, Series 24, Investment Strategies, Investment Management, Investment Banking, Private Equity, Financial Markets, Variable Annuities, Banking, Fixed Annuities, 401k, Financial Analysis, Valuation, Trading, ETFs, Retirement Planning, Financial Advisory, Funding, Equity Trading, Financial Services, Strategic Financial..., Equity Valuation
Education
University of South Alabama 1994 — 1998
BA, Psychology, Minor in History
Peninsula Catholic High School 1992 — 1994
General Studies
Hennessy Funds October 2012 - Present
FBR March 2011 - October 2012
FBR Capital Markets September 2009 - May 2011
Friedman, Billings, Ramsey, Inc. January 2005 - February 2009
Bridgeway Center CCES June 1999 - August 2004
Skills
Investments, FINRA, Portfolio Management, Investment Advisory, Alternative Investments, Hedge Funds, Asset Allocation, Management, Capital Markets, Bloomberg, Equity Research, Fixed Income, Wealth Management, Series 24, Investment Strategies, Investment Management, Investment Banking, Private Equity, Financial Markets, Variable Annuities, Banking, Fixed Annuities, 401k, Financial Analysis, Valuation, Trading, ETFs, Retirement Planning, Financial Advisory, Funding, Equity Trading, Financial Services, Strategic Financial..., Equity Valuation
Education
University of South Alabama 1994 — 1998
BA, Psychology, Minor in History
Peninsula Catholic High School 1992 — 1994
General Studies
Cameron Lee's FBR Experience June 2010 - August 2010
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company November 2013 - Present
Fifth Third Securities July 2012 - October 2013
J.P. Morgan June 2011 - August 2011
FBR June 2010 - August 2010
Skills
Investment Banking, Finance
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Cowen and Company November 2013 - Present
Fifth Third Securities July 2012 - October 2013
J.P. Morgan June 2011 - August 2011
FBR June 2010 - August 2010
Skills
Investment Banking, Finance
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
John Backus John Backus's FBR Experience August 2004 - January 2010
Job Partner at Morgan Realty Capital
Industry Financial Services
Experience
Angel Roundup March 2013 - Present
Morgan Realty Capital March 2012 - Present
Susquehanna International Group, LLP (SIG) May 2010 - February 2012
FBR August 2004 - January 2010
Skills
Equities, Capital Markets, Trading, Investment Banking, Valuation, Financial Markets, Investments, Hedge Funds, Bloomberg, Series 7, Mergers & Acquisitions, Funding, Alternative Investments, Venture Capital, Securities, Private Equity, Fixed Income, Asset Management, Portfolio Management, Management, Financial Modeling
Education
The University of Connecticut 1987 — 1993
Bachelor's degree, Economics
Seaford High School 1983 — 1987
Angel Roundup March 2013 - Present
Morgan Realty Capital March 2012 - Present
Susquehanna International Group, LLP (SIG) May 2010 - February 2012
FBR August 2004 - January 2010
Skills
Equities, Capital Markets, Trading, Investment Banking, Valuation, Financial Markets, Investments, Hedge Funds, Bloomberg, Series 7, Mergers & Acquisitions, Funding, Alternative Investments, Venture Capital, Securities, Private Equity, Fixed Income, Asset Management, Portfolio Management, Management, Financial Modeling
Education
The University of Connecticut 1987 — 1993
Bachelor's degree, Economics
Seaford High School 1983 — 1987
Jake Henry Wise's FBR Experience May 2005 - August 2007
Job Utility Solutions Practice at The Cadmus Group, Inc.
Industry Utilities
Experience
The Cadmus Group, Inc. October 2014 - Present
M Squared Consulting @ Cisco Systems September 2011 - October 2014
California Public Utilities Commission January 2008 - September 2011
FBR May 2005 - August 2007
Caldwell Flores Winters February 2004 - March 2005
Henderson Capital Group September 2003 - January 2004
Equitec Group September 1998 - June 2001
Skills
Energy, Financial Modeling, Analysis, Renewable Energy, Sustainability, Strategy, Business Strategy, Project Management, Risk Management, Data Analysis, Energy Policy, Strategic Planning, Demand Response, Integration, Management Consulting, SQL, Requirements Gathering, Microsoft SQL Server
Education
Presidio Graduate School 2008 — 2012
Master of Sustainable Business Management, MBA
University of California, Berkeley 2005 — 2007
Mathematics/ Programming
University of Colorado, Boulder 1994 — 1998
B.S. in Business Administration, Finance, General
The Cadmus Group, Inc. October 2014 - Present
M Squared Consulting @ Cisco Systems September 2011 - October 2014
California Public Utilities Commission January 2008 - September 2011
FBR May 2005 - August 2007
Caldwell Flores Winters February 2004 - March 2005
Henderson Capital Group September 2003 - January 2004
Equitec Group September 1998 - June 2001
Skills
Energy, Financial Modeling, Analysis, Renewable Energy, Sustainability, Strategy, Business Strategy, Project Management, Risk Management, Data Analysis, Energy Policy, Strategic Planning, Demand Response, Integration, Management Consulting, SQL, Requirements Gathering, Microsoft SQL Server
Education
Presidio Graduate School 2008 — 2012
Master of Sustainable Business Management, MBA
University of California, Berkeley 2005 — 2007
Mathematics/ Programming
University of Colorado, Boulder 1994 — 1998
B.S. in Business Administration, Finance, General
Benjamin Ivory Benjamin Ivory's FBR Experience June 2013 - August 2013
Job Acquisitions Analyst
Industry Financial Services
Experience
Real Estate Investment Firm January 2014 - Present
Monness, Crespi, Hardt August 2013 - September 2013
FBR June 2013 - August 2013
Cognella Academic Publishing January 2013 - June 2013
Oxford Finance LLC May 2012 - September 2012
Tuesday Morning May 2010 - November 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Matlab, English, Economics, Stata
Education
University of California, San Diego 2012 — 2014
Bachelor's Degree, Economics, 3.9
Real Estate Investment Firm January 2014 - Present
Monness, Crespi, Hardt August 2013 - September 2013
FBR June 2013 - August 2013
Cognella Academic Publishing January 2013 - June 2013
Oxford Finance LLC May 2012 - September 2012
Tuesday Morning May 2010 - November 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Matlab, English, Economics, Stata
Education
University of California, San Diego 2012 — 2014
Bachelor's Degree, Economics, 3.9
Peter Seeman Peter Seeman's FBR Experience May 2012 - October 2014
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Charlie Crowley Charlie Crowley's FBR Experience March 2001 - June 2005
Job Managing Director at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. April 2007 - July 2010
Ryan Beck & Co. (acquired by Stifel) June 2005 - April 2007
FBR March 2001 - June 2005
McDonald & Company (acquired by KeyCorp) January 1990 - March 2001
Skills
Investment Banking, Banking, Capital Markets, Private Equity, Investments, Valuation, Equities, Corporate Finance, Series 7
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Accounting
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Boenning & Scattergood, Inc. January 2013 - Present
Paragon Capital Group July 2010 - January 2013
Stifel Financial Corp. April 2007 - July 2010
Ryan Beck & Co. (acquired by Stifel) June 2005 - April 2007
FBR March 2001 - June 2005
McDonald & Company (acquired by KeyCorp) January 1990 - March 2001
Skills
Investment Banking, Banking, Capital Markets, Private Equity, Investments, Valuation, Equities, Corporate Finance, Series 7
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Accounting
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Kelly Benway Kelly Benway's FBR Experience January 1996 - September 1999
Job Woods Hole Research Center, Finance and Administration Assistant
Industry Renewables & Environment
Experience
Leerink Swann January 1998 - May 2005
FBR January 1996 - September 1999
Skills
Equities, Portfolio Management, Investments, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Services, Corporate Finance, Due Diligence, Mergers, Risk Management
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Marketing
Falmouth High School 1986 — 1990
Leerink Swann January 1998 - May 2005
FBR January 1996 - September 1999
Skills
Equities, Portfolio Management, Investments, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Services, Corporate Finance, Due Diligence, Mergers, Risk Management
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Marketing
Falmouth High School 1986 — 1990
Emily Berce's FBR Experience July 2010 - August 2012
Job Vice President Loan Syndications at Alliance Partners
Industry Financial Services
Experience
Alliance Partners LLC January 2015 - Present
Alliance Partners LLC August 2012 - December 2014
FBR July 2010 - August 2012
FBR April 2007 - June 2010
Skills
Financial Institutions, Investment Banking, Private Placements, Capital Markets
Education
University of Colorado at Boulder 2003 — 2007
BSBA, Finance
Alliance Partners LLC January 2015 - Present
Alliance Partners LLC August 2012 - December 2014
FBR July 2010 - August 2012
FBR April 2007 - June 2010
Skills
Financial Institutions, Investment Banking, Private Placements, Capital Markets
Education
University of Colorado at Boulder 2003 — 2007
BSBA, Finance
Sean Dougherty's FBR Experience October 2013 - March 2014
Job Associate at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments March 2014 - Present
FBR October 2013 - March 2014
UBS 2011 - 2013
Stifel Financial Corp. 2009 - 2011
Skills
Bloomberg, Hedge Funds, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Equity Research, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Series 7, Investments, Securities, Business Development
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Malvern Prep 2000 — 2004
Inverness Graham Investments March 2014 - Present
FBR October 2013 - March 2014
UBS 2011 - 2013
Stifel Financial Corp. 2009 - 2011
Skills
Bloomberg, Hedge Funds, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Equity Research, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Series 7, Investments, Securities, Business Development
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Malvern Prep 2000 — 2004
Thomas LeTrent's FBR Experience February 2014 - Present
Job Assistant Vice President at FBR
Industry Financial Services
Experience
FBR February 2014 - Present
FBR October 2009 - February 2014
KBW July 2007 - October 2009
Skills
Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Finance, Equities, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Series 7, Corporate Finance
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
FBR February 2014 - Present
FBR October 2009 - February 2014
KBW July 2007 - October 2009
Skills
Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Finance, Equities, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Series 7, Corporate Finance
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Matthew Gittleson Matthew Gittleson's FBR Experience June 2004 - April 2008
Job Senior Manager of Accounting at Cvent
Industry Accounting
Experience
Cvent July 2014 - Present
Vocus October 2012 - July 2014
Blackboard April 2008 - October 2012
FBR June 2004 - April 2008
Aronson & Company July 2001 - June 2004
Arthur Andersen September 1998 - June 2001
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, GAAP, Tax, US GAAP, Corporate Finance, Account Reconciliation, Accounting System, Revenue Recognition, Sarbanes-Oxley Act, Analysis, Auditing, SEC filings, Internal Controls, Sarbanes-Oxley, Variance Analysis, CPA, Financial Statements, QuickBooks, Internal Audit, Financial Accounting, Great Plains Software, Accounts Payable, Accounts Receivable, PeopleSoft, Forecasting, Fixed Assets
Education
University of Florida 1993 — 1998
M.Acc, Accounting
Cvent July 2014 - Present
Vocus October 2012 - July 2014
Blackboard April 2008 - October 2012
FBR June 2004 - April 2008
Aronson & Company July 2001 - June 2004
Arthur Andersen September 1998 - June 2001
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, GAAP, Tax, US GAAP, Corporate Finance, Account Reconciliation, Accounting System, Revenue Recognition, Sarbanes-Oxley Act, Analysis, Auditing, SEC filings, Internal Controls, Sarbanes-Oxley, Variance Analysis, CPA, Financial Statements, QuickBooks, Internal Audit, Financial Accounting, Great Plains Software, Accounts Payable, Accounts Receivable, PeopleSoft, Forecasting, Fixed Assets
Education
University of Florida 1993 — 1998
M.Acc, Accounting
Aaron Podolsky Aaron Podolsky's FBR Experience October 1999 - October 2011
Job PodolskyGroup Real Estate Specialist Keller Williams Luxury Homes
Industry Real Estate
Experience
Keller Williams Real Estate January 2013 - Present
Long and Foster Real Estate April 2012 - December 2012
FBR October 1999 - October 2011
Skills
Real Estate, Investments, Real Estate Transactions, Investment Properties, Portfolio Management, Marketing, Valuation, Mortgage Banking, Finance, Contract Negotiation, Credit, Residential Mortgages, Entrepreneurship, New Business Development, First Time Home Buyers, Relocation, Strategic Planning, Small Business, Investors, Market Analysis, Residential Homes, Customer Service, Property Management, Marketing Strategy, Venture Capital, Mortgage Lending, Negotiation, Market Research, Selling, Loan Origination, Sales, Business Development, Cameron Station, Real Estate Development, Real Estate Economics, Real Estate Investor, Real Estate License, Purchasing Negotiation, Contract Negotiating, Strategic Negotiations, Income Properties, Jumbo Mortgage, Buyer Representation, Seller Representation, First Time Home Sellers, Assisting First Time..., Listing Homes, Listings, Homeowners, Creative Real Estate...
Education
University of Pittsburgh 1994 — 1999
Bachelor of Science (BS), Business/Psychology
Keller Williams Real Estate January 2013 - Present
Long and Foster Real Estate April 2012 - December 2012
FBR October 1999 - October 2011
Skills
Real Estate, Investments, Real Estate Transactions, Investment Properties, Portfolio Management, Marketing, Valuation, Mortgage Banking, Finance, Contract Negotiation, Credit, Residential Mortgages, Entrepreneurship, New Business Development, First Time Home Buyers, Relocation, Strategic Planning, Small Business, Investors, Market Analysis, Residential Homes, Customer Service, Property Management, Marketing Strategy, Venture Capital, Mortgage Lending, Negotiation, Market Research, Selling, Loan Origination, Sales, Business Development, Cameron Station, Real Estate Development, Real Estate Economics, Real Estate Investor, Real Estate License, Purchasing Negotiation, Contract Negotiating, Strategic Negotiations, Income Properties, Jumbo Mortgage, Buyer Representation, Seller Representation, First Time Home Sellers, Assisting First Time..., Listing Homes, Listings, Homeowners, Creative Real Estate...
Education
University of Pittsburgh 1994 — 1999
Bachelor of Science (BS), Business/Psychology
Michael Reschke Jr. Michael Reschke Jr.'s FBR Experience May 2008 - September 2008
Job Vice President at The Prime Group, Inc. (Prime Realty Advisors, LLC)
Industry Real Estate
Experience
The Prime Group, Inc. April 2012 - Present
Beitler Real Estate Services January 2011 - May 2012
Evans Construction and Consulting LLC January 2009 - February 2011
FBR May 2008 - September 2008
Prime Group May 2007 - August 2007
Skills
Asset Managment, Construction, Real Estate, Contract Negotiation, Tenant, Management, Property, Condos, Investment Properties, Real Estate Transactions, Property Management, Asset Management, Project Management, Real Estate Economics, Due Diligence, Underwriting, Real Estate Development, Investments, Leases, Market Research, Disposition
Education
University of Illinois at Chicago 2004 — 2008
BA, Finance / Real Estate
Saint Ignatius College Prep, Chicago, IL 1999 — 2003
High School
The Prime Group, Inc. April 2012 - Present
Beitler Real Estate Services January 2011 - May 2012
Evans Construction and Consulting LLC January 2009 - February 2011
FBR May 2008 - September 2008
Prime Group May 2007 - August 2007
Skills
Asset Managment, Construction, Real Estate, Contract Negotiation, Tenant, Management, Property, Condos, Investment Properties, Real Estate Transactions, Property Management, Asset Management, Project Management, Real Estate Economics, Due Diligence, Underwriting, Real Estate Development, Investments, Leases, Market Research, Disposition
Education
University of Illinois at Chicago 2004 — 2008
BA, Finance / Real Estate
Saint Ignatius College Prep, Chicago, IL 1999 — 2003
High School
James Chiffons's FBR Experience November 2004 - July 2010
Job Principal Security Engineer
Industry Information Technology and Services
Experience
NRECA June 2011 - Present
FDIC August 2010 - June 2011
FBR November 2004 - July 2010
FBR Capital Markets November 2004 - January 2007
HostMySite.com January 2001 - October 2004
Skills
CounterAct ForeScout, FireEye, ArcSight, Snort, Red Hat Linux, Windows Server 2008, VMware Infrastructure, Nmap, Nessus, Sourcefire, Metasploit, Wireshark, Linux, Windows Server, Data Center, Vulnerability Assessment, Information Security, Databases, Microsoft SQL Server, SDLC, Computer Security, Information Security..., Computer Forensics, Vulnerability Management, IDS, Enterprise Architecture, Intrusion Detection, ISO 27001, Data Security, Security Architecture..., PCI DSS, DLP, Security Policy, Encryption, Database Administration, Security, Microsoft Exchange, Servers, Security Management, Solera Networks, Websense, HIPPA
Education
EC-Council 2013 — 2013
Ethical Hacking
University of Delaware 1999 — 2001
Degree of Science, Nursing
NRECA June 2011 - Present
FDIC August 2010 - June 2011
FBR November 2004 - July 2010
FBR Capital Markets November 2004 - January 2007
HostMySite.com January 2001 - October 2004
Skills
CounterAct ForeScout, FireEye, ArcSight, Snort, Red Hat Linux, Windows Server 2008, VMware Infrastructure, Nmap, Nessus, Sourcefire, Metasploit, Wireshark, Linux, Windows Server, Data Center, Vulnerability Assessment, Information Security, Databases, Microsoft SQL Server, SDLC, Computer Security, Information Security..., Computer Forensics, Vulnerability Management, IDS, Enterprise Architecture, Intrusion Detection, ISO 27001, Data Security, Security Architecture..., PCI DSS, DLP, Security Policy, Encryption, Database Administration, Security, Microsoft Exchange, Servers, Security Management, Solera Networks, Websense, HIPPA
Education
EC-Council 2013 — 2013
Ethical Hacking
University of Delaware 1999 — 2001
Degree of Science, Nursing
Danielle Assante's FBR Experience April 2005 - December 2007
Job Vice President Institutional Equity Sales at Washington Analysis
Industry Financial Services
Experience
Washington Analysis March 2014 - Present
Washington Analysis May 2009 - March 2014
FBR Capital Markets December 2007 - May 2009
FBR April 2005 - December 2007
Skills
Policy, Institutional Sales, Financial Modeling, Hedge Funds, Investments, Financial Services, Series 7, Asset Management, Trading, Institutional..., Analysis, Equities, Fixed Income, Research, Equity Research, Securities, Bloomberg Terminal, Fundraising, Microsoft Office, Economics, Asset Allocation, FINRA, Mutual Funds, Investment Banking, Financial Analysis, Equity Valuation, Capital Markets, Politics, Corporate Finance, Investment Strategies, Valuation, Microsoft Excel, Options, Series 24, Bloomberg, Equity Trading, Financial Markets, Alternative Investments, Private Equity, Investment Management, Trading Systems, Series 63, Derivatives, Energy, Portfolio Management
Education
University of Maryland University College
Bachelor’s Degree, Business Management, Finance, 3.6
Washington Analysis March 2014 - Present
Washington Analysis May 2009 - March 2014
FBR Capital Markets December 2007 - May 2009
FBR April 2005 - December 2007
Skills
Policy, Institutional Sales, Financial Modeling, Hedge Funds, Investments, Financial Services, Series 7, Asset Management, Trading, Institutional..., Analysis, Equities, Fixed Income, Research, Equity Research, Securities, Bloomberg Terminal, Fundraising, Microsoft Office, Economics, Asset Allocation, FINRA, Mutual Funds, Investment Banking, Financial Analysis, Equity Valuation, Capital Markets, Politics, Corporate Finance, Investment Strategies, Valuation, Microsoft Excel, Options, Series 24, Bloomberg, Equity Trading, Financial Markets, Alternative Investments, Private Equity, Investment Management, Trading Systems, Series 63, Derivatives, Energy, Portfolio Management
Education
University of Maryland University College
Bachelor’s Degree, Business Management, Finance, 3.6
Michael Shakespeare's FBR Experience June 2011 - August 2012
Job Associate Director at ColliersInternational
Industry Real Estate
Experience
Colliers-International October 2014 - Present
Colliers-International 2012 - October 2014
FBR June 2011 - August 2012
Skills
Commercial Real Estate, Real Estate Transactions, Sales, Brokerage, Commercial Leasing, Financial Modeling, Disposition, Investments, Management
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (B.A.), Communications
Thayer Academy
The Governor's Academy Preparatory High School
Colliers-International October 2014 - Present
Colliers-International 2012 - October 2014
FBR June 2011 - August 2012
Skills
Commercial Real Estate, Real Estate Transactions, Sales, Brokerage, Commercial Leasing, Financial Modeling, Disposition, Investments, Management
Education
University of Maryland College Park 2008 — 2012
Bachelor of Arts (B.A.), Communications
Thayer Academy
The Governor's Academy Preparatory High School
Noah Hopkins Noah Hopkins's FBR Experience May 2014 - Present
Job Associate at FBR
Industry Investment Banking
Experience
FBR May 2014 - Present
Choice Hotels International March 2014 - April 2014
Choice Hotels International May 2012 - February 2014
Choice Hotels International May 2011 - May 2012
University of Alabama January 2008 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2009 - May 2009
Barclays Wealth May 2008 - July 2008
Skills
Management, Finance, Data Analysis, Research, Financial Analysis, PowerPoint, Access, Social Media, Market Research, Microsoft Excel, Microsoft Office, Competitive Analysis, Microsoft Word, Project Management, Marketing
Education
Univeristiy of Maryland 2011 — 2012
Masters, Finance
University of Alabama 2005 — 2009
Bachelors, Econmics & Finance
FBR May 2014 - Present
Choice Hotels International March 2014 - April 2014
Choice Hotels International May 2012 - February 2014
Choice Hotels International May 2011 - May 2012
University of Alabama January 2008 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2007 - August 2009
University of Alabama January 2009 - May 2009
Barclays Wealth May 2008 - July 2008
Skills
Management, Finance, Data Analysis, Research, Financial Analysis, PowerPoint, Access, Social Media, Market Research, Microsoft Excel, Microsoft Office, Competitive Analysis, Microsoft Word, Project Management, Marketing
Education
Univeristiy of Maryland 2011 — 2012
Masters, Finance
University of Alabama 2005 — 2009
Bachelors, Econmics & Finance
Christina Cleveland Christina Cleveland's FBR Experience September 2004 - March 2005
Job Senior Meetings Manager at ASTRO
Industry Events Services
Experience
American Society for Radiation Oncology February 2007 - Present
American Geophysical Union March 2005 - January 2007
FBR September 2004 - March 2005
Biotechnology Industry Organization 2001 - 2004
Skills
Event Management, Event Planning, Non-profits, Public Relations, Marketing Communications, Strategic Planning, Trade Shows, Microsoft Office, Marketing, Microsoft Excel, Project Management, Resource Management, Logistics Management, Program Budgeting, Nonprofits, Meeting Planning, Hotels, Contract Negotiation, Customer Service, Conference Coordination, Management, Project Planning
Education
University of South Carolina-Columbia 1997 — 2001
BA, Political Science
American Society for Radiation Oncology February 2007 - Present
American Geophysical Union March 2005 - January 2007
FBR September 2004 - March 2005
Biotechnology Industry Organization 2001 - 2004
Skills
Event Management, Event Planning, Non-profits, Public Relations, Marketing Communications, Strategic Planning, Trade Shows, Microsoft Office, Marketing, Microsoft Excel, Project Management, Resource Management, Logistics Management, Program Budgeting, Nonprofits, Meeting Planning, Hotels, Contract Negotiation, Customer Service, Conference Coordination, Management, Project Planning
Education
University of South Carolina-Columbia 1997 — 2001
BA, Political Science
Joseph Statter Joseph Statter's FBR Experience 1998 - 2008
Job Managing Director at Evergreen Advisors
Industry Investment Banking
Experience
Evergreen Advisors June 2011 - Present
iCore Networks February 2008 - December 2011
CTB Group, Inc. January 2010 - March 2011
Capitol Acquisition Corp. February 2008 - December 2009
FBR 1998 - 2008
Arthur Andersen LLP January 1993 - July 1998
Arthur Andersen LLP September 1988 - January 1993
Skills
IPO, Telecommunications, Private Equity, Due Diligence, Corporate Development, Investment Banking, Mergers, Restructuring, Venture Capital, Corporate Finance, Business Development, Investments, Mergers & Acquisitions, Strategy, Private Placements, Start-ups, Finance, Financial Modeling, Financial Services, Valuation, New Business Development, Management, Financial Advisory, Entrepreneurship, Acquisitions, Leadership, Capital Raising, Financial Structuring, Divestitures, Financial Analysis, Executive Management, Business Valuation, M&A experience, Recapitalizations, Acquisition Integration, Investor Relations, SEC filings, LBO, Emerging Markets, Portfolio Management, Capital, Capital Markets, Auditing, Debt Restructuring, Leveraged Finance, Alternative Investments, Hedge Funds, Structured Finance, Equity Valuation
Education
University of Maryland College Park 1984 — 1988
B.S., Accounting
Pikesville High
Evergreen Advisors June 2011 - Present
iCore Networks February 2008 - December 2011
CTB Group, Inc. January 2010 - March 2011
Capitol Acquisition Corp. February 2008 - December 2009
FBR 1998 - 2008
Arthur Andersen LLP January 1993 - July 1998
Arthur Andersen LLP September 1988 - January 1993
Skills
IPO, Telecommunications, Private Equity, Due Diligence, Corporate Development, Investment Banking, Mergers, Restructuring, Venture Capital, Corporate Finance, Business Development, Investments, Mergers & Acquisitions, Strategy, Private Placements, Start-ups, Finance, Financial Modeling, Financial Services, Valuation, New Business Development, Management, Financial Advisory, Entrepreneurship, Acquisitions, Leadership, Capital Raising, Financial Structuring, Divestitures, Financial Analysis, Executive Management, Business Valuation, M&A experience, Recapitalizations, Acquisition Integration, Investor Relations, SEC filings, LBO, Emerging Markets, Portfolio Management, Capital, Capital Markets, Auditing, Debt Restructuring, Leveraged Finance, Alternative Investments, Hedge Funds, Structured Finance, Equity Valuation
Education
University of Maryland College Park 1984 — 1988
B.S., Accounting
Pikesville High
Chris Penny's FBR Experience March 1998 - November 2007
Job Experienced Strategic Planning and Business Development Executive
Industry Telecommunications
Experience
TNS November 2007 - November 2013
FBR March 1998 - November 2007
United States Navy June 1989 - June 1995
Skills
Strategic Partnerships, Financial Services, Corporate Development, Cloud Computing, Mergers, Business Development, Strategy, Business Strategy, Start-ups, Product Management, Management, Cross-functional Team..., Asset Management, Mergers & Acquisitions, Equities, Risk Management, SaaS, Financial Modeling, Corporate Finance, Telecommunications, New Business Development, IT Strategy, Investments, Vendor Management, Financial Analysis, Program Management, Strategic Planning, Integration, E-commerce, Finance, Business Process..., Competitive Analysis, Data Center, Business Intelligence, CRM, Business Analysis, Capital Markets, Portfolio Management, Analytics, Executive Management, Leadership, Process Improvement, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 1995 — 1997
MBA, Finance, Magna Cum Laude
University of Notre Dame 1985 — 1989
BS, Computers
TNS November 2007 - November 2013
FBR March 1998 - November 2007
United States Navy June 1989 - June 1995
Skills
Strategic Partnerships, Financial Services, Corporate Development, Cloud Computing, Mergers, Business Development, Strategy, Business Strategy, Start-ups, Product Management, Management, Cross-functional Team..., Asset Management, Mergers & Acquisitions, Equities, Risk Management, SaaS, Financial Modeling, Corporate Finance, Telecommunications, New Business Development, IT Strategy, Investments, Vendor Management, Financial Analysis, Program Management, Strategic Planning, Integration, E-commerce, Finance, Business Process..., Competitive Analysis, Data Center, Business Intelligence, CRM, Business Analysis, Capital Markets, Portfolio Management, Analytics, Executive Management, Leadership, Process Improvement, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 1995 — 1997
MBA, Finance, Magna Cum Laude
University of Notre Dame 1985 — 1989
BS, Computers
Jason Holben, CPA Jason Holben, CPA's FBR Experience October 2014 - Present
Job Senior Tax Accountant at FBR & Co.
Industry Accounting
Experience
FBR October 2014 - Present
Marriott International July 2013 - October 2014
PricewaterhouseCoopers July 2008 - July 2013
Gulfstream Aerospace May 2006 - August 2006
Skills
US GAAP, CPA, Financial Analysis, Tax Accounting, Corporate Tax, Accounting, GAAP, Tax Preparation, Auditing, Tax Research
Education
University of South Carolina - Darla Moore School of Business 2007 — 2008
Master of Accountancy, Accounting
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Accounting
FBR October 2014 - Present
Marriott International July 2013 - October 2014
PricewaterhouseCoopers July 2008 - July 2013
Gulfstream Aerospace May 2006 - August 2006
Skills
US GAAP, CPA, Financial Analysis, Tax Accounting, Corporate Tax, Accounting, GAAP, Tax Preparation, Auditing, Tax Research
Education
University of South Carolina - Darla Moore School of Business 2007 — 2008
Master of Accountancy, Accounting
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Accounting
Jessica Savage Jessica Savage's FBR Experience April 2005 - June 2006
Job Digital Content and Project Management Expert
Industry Public Relations and Communications
Experience
APCO Worldwide October 2007 - December 2013
The Washington Post June 2007 - October 2007
Greenfield/Belser Ltd. March 2007 - September 2007
Mother Jones November 2006 - June 2007
FBR April 2005 - June 2006
Emanuel J. Friedman Charitable Fund June 2004 - June 2005
Skills
Editing, Copy Editing, Project Management, Strategic Communications, Social Media, Facebook, Research, Social Networking, Public Relations, Event Planning, Press Releases, Media Relations, Strategic Planning, Copywriting, Social Media Marketing, Management, Blogging, Program Management
Education
University of Maryland College Park 2001 — 2005
BA, English, American Literature
APCO Worldwide October 2007 - December 2013
The Washington Post June 2007 - October 2007
Greenfield/Belser Ltd. March 2007 - September 2007
Mother Jones November 2006 - June 2007
FBR April 2005 - June 2006
Emanuel J. Friedman Charitable Fund June 2004 - June 2005
Skills
Editing, Copy Editing, Project Management, Strategic Communications, Social Media, Facebook, Research, Social Networking, Public Relations, Event Planning, Press Releases, Media Relations, Strategic Planning, Copywriting, Social Media Marketing, Management, Blogging, Program Management
Education
University of Maryland College Park 2001 — 2005
BA, English, American Literature
Haqq Khan Haqq Khan's FBR Experience June 2008 - July 2010
Job SQL DBA at Edgesource
Industry Information Technology and Services
Experience
Edgesource November 2010 - Present
PSI July 2010 - November 2010
FBR June 2008 - July 2010
Lockheed Martin November 2007 - June 2008
Lockheed Martin October 2005 - November 2007
Education
University of Maryland Baltimore County 2005 — 2007
Edgesource November 2010 - Present
PSI July 2010 - November 2010
FBR June 2008 - July 2010
Lockheed Martin November 2007 - June 2008
Lockheed Martin October 2005 - November 2007
Education
University of Maryland Baltimore County 2005 — 2007
Anni Zha Anni Zha's FBR Experience June 2012 - March 2014
Job Investment Banking at EY
Industry Investment Banking
Experience
EY March 2014 - Present
FBR June 2012 - March 2014
Witt Mares August 2010 - June 2012
Davis Carter Scott June 2009 - August 2009
Ranson Green June 2009 - July 2009
Skills
Accounting, Excel, Financial Reporting, Audit, Mandarin, Financial Analysis, Financial Modeling, Microsoft Office, Financial Accounting, Valuation, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Process Improvement, DCF, LBO, Assurance, Finance, Investments, Bloomberg, Mergers, Business Valuation, Equities, Equity Research, Equity Valuation, CPA, SEC filings, Financial Markets
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
Washington and Lee University 2006 — 2010
BS, BA, Public Accounting, Studio Art
Li Po Chun United World College of Hong Kong 2004 — 2006
International Baccalaureate
EY March 2014 - Present
FBR June 2012 - March 2014
Witt Mares August 2010 - June 2012
Davis Carter Scott June 2009 - August 2009
Ranson Green June 2009 - July 2009
Skills
Accounting, Excel, Financial Reporting, Audit, Mandarin, Financial Analysis, Financial Modeling, Microsoft Office, Financial Accounting, Valuation, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Process Improvement, DCF, LBO, Assurance, Finance, Investments, Bloomberg, Mergers, Business Valuation, Equities, Equity Research, Equity Valuation, CPA, SEC filings, Financial Markets
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
Washington and Lee University 2006 — 2010
BS, BA, Public Accounting, Studio Art
Li Po Chun United World College of Hong Kong 2004 — 2006
International Baccalaureate
Randy Lederman's FBR Experience 2010 - 2011
Job Investment Banking Director Special Situations Group at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2015 - Present
StormHarbour Securities 2013 - 2015
SkyVue Las Vegas 2013 - 2013
Global Hunter Securities 2012 - 2013
Cantor Fitzgerald 2011 - 2012
FBR 2010 - 2011
Fuel Break Capital Partners 2009 - 2009
Macquarie Capital Partners 2008 - 2008
Bank of America 2001 - 2007
Skills
Investment Banking, Leveraged Finance, LBO, Financial Modeling, Capital Markets, Restructuring, Credit Analysis, Bankruptcy, Special Situations, Equity Research, M&A experience, Debt Restructuring, Valuation, Business Valuation, New Business Development, High Yield, Financial Structuring, Fixed Income, Corporate Finance, Bloomberg, Distressed Debt, DCF, Financial Analysis, Private Equity, Project Finance, Corporate Development, Private Placements, Due Diligence, Series 7, Recapitalizations, Capital Raising, Venture Capital, Securitization, Alternative Investments, Capital, Buy-side, Hedge Funds, Equity Capital Markets, Mergers, Emerging Markets, Asset Managment, Investments, Syndications, Derivatives, Structured Finance, Equity Valuation, Portfolio Management, Equities, Capital Structure, Oil & Gas Industry
Education
University of Michigan Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance
FINRA - Series 7 & 63
Cowen and Company 2015 - Present
StormHarbour Securities 2013 - 2015
SkyVue Las Vegas 2013 - 2013
Global Hunter Securities 2012 - 2013
Cantor Fitzgerald 2011 - 2012
FBR 2010 - 2011
Fuel Break Capital Partners 2009 - 2009
Macquarie Capital Partners 2008 - 2008
Bank of America 2001 - 2007
Skills
Investment Banking, Leveraged Finance, LBO, Financial Modeling, Capital Markets, Restructuring, Credit Analysis, Bankruptcy, Special Situations, Equity Research, M&A experience, Debt Restructuring, Valuation, Business Valuation, New Business Development, High Yield, Financial Structuring, Fixed Income, Corporate Finance, Bloomberg, Distressed Debt, DCF, Financial Analysis, Private Equity, Project Finance, Corporate Development, Private Placements, Due Diligence, Series 7, Recapitalizations, Capital Raising, Venture Capital, Securitization, Alternative Investments, Capital, Buy-side, Hedge Funds, Equity Capital Markets, Mergers, Emerging Markets, Asset Managment, Investments, Syndications, Derivatives, Structured Finance, Equity Valuation, Portfolio Management, Equities, Capital Structure, Oil & Gas Industry
Education
University of Michigan Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance
FINRA - Series 7 & 63
Jeff Cruz's FBR Experience February 2004 - February 2006
Job Director at Inverness Advisors
Industry Financial Services
Experience
Inverness Advisors April 2013 - Present
Excellerate Advisors January 2011 - April 2013
JIC Advisors LLC December 2008 - January 2011
JMP Securities March 2006 - November 2008
FBR February 2004 - February 2006
SoundView Technology Group June 2003 - January 2004
Capital Group June 2001 - June 2003
Skills
Mergers, Acquisitions, Divestitures, Private Placements, Strategy Development, Mobile, Financial Analysis, Mobile Marketing, Due Diligence, Online Advertising, Social Media, Venture Capital, Mergers & Acquisitions, Mobile Devices, Strategy, Analysis, Business Development, Corporate Development, Valuation, Management, Analytics, Corporate Finance, Financial Modeling, Investment Banking
Education
University of California, Los Angeles 1996 — 2000
B.A, Business Economics, Accounting minor
Inverness Advisors April 2013 - Present
Excellerate Advisors January 2011 - April 2013
JIC Advisors LLC December 2008 - January 2011
JMP Securities March 2006 - November 2008
FBR February 2004 - February 2006
SoundView Technology Group June 2003 - January 2004
Capital Group June 2001 - June 2003
Skills
Mergers, Acquisitions, Divestitures, Private Placements, Strategy Development, Mobile, Financial Analysis, Mobile Marketing, Due Diligence, Online Advertising, Social Media, Venture Capital, Mergers & Acquisitions, Mobile Devices, Strategy, Analysis, Business Development, Corporate Development, Valuation, Management, Analytics, Corporate Finance, Financial Modeling, Investment Banking
Education
University of California, Los Angeles 1996 — 2000
B.A, Business Economics, Accounting minor
Alan-Michael Hill Alan-Michael Hill's FBR Experience June 2011 - June 2012
Job Investment Banking Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Fried Frank May 2014 - June 2014
The Better Making of Men Campaign December 2011 - November 2013
Fried Frank May 2013 - July 2013
Fried Frank June 2012 - August 2012
FBR June 2011 - June 2012
Education
University of Pennsylvania Law School 2012 — 2015
University of Pennsylvania - The Wharton School 2013 — 2014
Certificate in Management
University of Pennsylvania 2007 — 2011
BA, Philosophy, Politics, Economics
Goldman Sachs July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Fried Frank May 2014 - June 2014
The Better Making of Men Campaign December 2011 - November 2013
Fried Frank May 2013 - July 2013
Fried Frank June 2012 - August 2012
FBR June 2011 - June 2012
Education
University of Pennsylvania Law School 2012 — 2015
University of Pennsylvania - The Wharton School 2013 — 2014
Certificate in Management
University of Pennsylvania 2007 — 2011
BA, Philosophy, Politics, Economics
Federico Douzoglou Federico Douzoglou's FBR Experience May 2010 - May 2014
Job Founder at BORROWIZE, LLC
Industry Financial Services
Experience
BORROWIZE, LLC September 2014 - Present
MUFG Americas - Union Bank August 2014 - December 2014
FBR May 2010 - May 2014
McGladrey Capital Markets (Acquired by D.A. Davidson) September 2009 - April 2010
Houlihan Lokey August 2008 - March 2009
Skills
Hedge Funds, Corporate Finance, Financial Institutions, Valuation, Private Equity, Financial Analysis, Financial Modeling, Investment Banking, Social Media, Capital Markets, Due Diligence, Investments, Finance, Management, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2008
Financial Mathematics and Statistics
Winston Churchill High School '04 2000 — 2004
BORROWIZE, LLC September 2014 - Present
MUFG Americas - Union Bank August 2014 - December 2014
FBR May 2010 - May 2014
McGladrey Capital Markets (Acquired by D.A. Davidson) September 2009 - April 2010
Houlihan Lokey August 2008 - March 2009
Skills
Hedge Funds, Corporate Finance, Financial Institutions, Valuation, Private Equity, Financial Analysis, Financial Modeling, Investment Banking, Social Media, Capital Markets, Due Diligence, Investments, Finance, Management, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2008
Financial Mathematics and Statistics
Winston Churchill High School '04 2000 — 2004
Asher Dewhurst's FBR Experience August 2004 - July 2008
Job Principal at Westwicke Partners
Industry Research
Experience
Westwicke Partners September 2008 - Present
FBR August 2004 - July 2008
Friedman, Billings, Ramsey & Co. 2004 - 2008
Raymond James August 1998 - May 2004
Skills
Bloomberg, Equity Research, Investment Management, Financial Modeling, Healthcare, Valuation, Healthcare Information..., Financial Analysis, Investments, DCF, Investor Relations, Equities, Capital Markets, Emerging Markets, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Securities, Investment Banking, IPO, Series 7, Corporate Development, Asset Management, Private Equity, Venture Capital, Portfolio Management, Corporate Finance, Equity Valuation, Financial Markets, Fixed Income, Business Valuation, Due Diligence
Education
University of Florida 1994 — 1998
BS, Finance
Westwicke Partners September 2008 - Present
FBR August 2004 - July 2008
Friedman, Billings, Ramsey & Co. 2004 - 2008
Raymond James August 1998 - May 2004
Skills
Bloomberg, Equity Research, Investment Management, Financial Modeling, Healthcare, Valuation, Healthcare Information..., Financial Analysis, Investments, DCF, Investor Relations, Equities, Capital Markets, Emerging Markets, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Securities, Investment Banking, IPO, Series 7, Corporate Development, Asset Management, Private Equity, Venture Capital, Portfolio Management, Corporate Finance, Equity Valuation, Financial Markets, Fixed Income, Business Valuation, Due Diligence
Education
University of Florida 1994 — 1998
BS, Finance
David Versaw David Versaw's FBR Experience 1992 - 2000
Job Business Development, Finance and Educational Technology Executive
Industry E-Learning
Experience
WILL Interactive 2000 - Present
FBR 1992 - 2000
Skills
Capital Raising, Mergers & Acquisitions, Educational Technology, Strategic Partnerships, Program Management, New Business..., Strategic Planning, Business Development, Financial Modeling, Serious Gaming, Engaging Public Speaker, Employee Training, Financial Analysis, Simulation Software, Health Education, Training Delivery, Interactive Media, Behavior Management, Behavior Modification
Education
Mary Washington College 1986 — 1991
Bachelor of Science (BS), Business Administration and Finance
University of California, Berkeley
WILL Interactive 2000 - Present
FBR 1992 - 2000
Skills
Capital Raising, Mergers & Acquisitions, Educational Technology, Strategic Partnerships, Program Management, New Business..., Strategic Planning, Business Development, Financial Modeling, Serious Gaming, Engaging Public Speaker, Employee Training, Financial Analysis, Simulation Software, Health Education, Training Delivery, Interactive Media, Behavior Management, Behavior Modification
Education
Mary Washington College 1986 — 1991
Bachelor of Science (BS), Business Administration and Finance
University of California, Berkeley
Soheil Saeed, CIR's FBR Experience 2004 - 2006
Job US Recruiting Manager & HR Business Partner
Industry Financial Services
Experience
Primatics Financial January 2014 - Present
Primatics Financial March 2009 - Present
Ernst & Young July 2008 - March 2009
FBR 2004 - 2006
Skills
Internet Recruiting, College Recruiting, Human Resources, Recruiting, Interviews, SDLC, Talent Acquisition, Start-ups, Onboarding, Applicant Tracking..., Employee Relations, Technical Recruiting, Talent Management
Education
University of Maryland College Park 2003 — 2007
Centreville High School
Primatics Financial January 2014 - Present
Primatics Financial March 2009 - Present
Ernst & Young July 2008 - March 2009
FBR 2004 - 2006
Skills
Internet Recruiting, College Recruiting, Human Resources, Recruiting, Interviews, SDLC, Talent Acquisition, Start-ups, Onboarding, Applicant Tracking..., Employee Relations, Technical Recruiting, Talent Management
Education
University of Maryland College Park 2003 — 2007
Centreville High School
Carl Blumenstein Carl Blumenstein's FBR Experience January 2000 - January 2002
Job Experienced Project Management Professional
Industry Defense & Space
Experience
BAE SYSTEMS January 2002 - Present
FBR January 2000 - January 2002
BAE Systems September 1994 - January 2000
Computer Data Systems, Inc January 1992 - August 1994
Skills
Disaster Recovery, Network Security, SharePoint, Active Directory, Network Design, Microsoft Exchange, LAN-WAN, Project Management, Servers, Strategic Planning, Policy Development, Quality Assurance, Operations Management, CompTIA..., Problem Solving, Business Continuity..., Cisco IOS, Network Administration, System Administration, Database Administration, IIS, Microsoft Systems
Education
University of Maryland University College 2011 — 2015
Bachelor of Science (B.S.), Computer Information Science
University of Maryland University College 2011 — 2015
Associate of Science (A.S.), Criminal Justice
BAE SYSTEMS January 2002 - Present
FBR January 2000 - January 2002
BAE Systems September 1994 - January 2000
Computer Data Systems, Inc January 1992 - August 1994
Skills
Disaster Recovery, Network Security, SharePoint, Active Directory, Network Design, Microsoft Exchange, LAN-WAN, Project Management, Servers, Strategic Planning, Policy Development, Quality Assurance, Operations Management, CompTIA..., Problem Solving, Business Continuity..., Cisco IOS, Network Administration, System Administration, Database Administration, IIS, Microsoft Systems
Education
University of Maryland University College 2011 — 2015
Bachelor of Science (B.S.), Computer Information Science
University of Maryland University College 2011 — 2015
Associate of Science (A.S.), Criminal Justice
Mindi McClure Mindi McClure's FBR Experience 1991 - 2006
Job Senior Advisor at Freedom Capital Investment Management
Industry Financial Services
Experience
Freedom Capital Investment Management March 2014 - Present
The Bear Companies August 2006 - Present
Bank of Georgetown January 2005 - Present
FBR 1991 - 2006
Skills
Banking, Asset Managment, Capital Markets, Financial Services, Capital Raising, Investment Banking, Mergers, Due Diligence, Real Estate, Portfolio Management, Securities, Investments, Investor Relations, Valuation, Risk Management
Education
University of Richmond 1985 — 1989
BA, English Literature
Freedom Capital Investment Management March 2014 - Present
The Bear Companies August 2006 - Present
Bank of Georgetown January 2005 - Present
FBR 1991 - 2006
Skills
Banking, Asset Managment, Capital Markets, Financial Services, Capital Raising, Investment Banking, Mergers, Due Diligence, Real Estate, Portfolio Management, Securities, Investments, Investor Relations, Valuation, Risk Management
Education
University of Richmond 1985 — 1989
BA, English Literature
Grace Fitzgerald Grace Fitzgerald's FBR Experience June 2015 - Present
Job Equity Research Associate at FBR
Industry Research
Experience
FBR June 2015 - Present
Oppenheimer & Co. Inc. May 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Yumi Restaurant June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning, Financial Analysis, Windows, Management, Accounting, Financial Modeling, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
FBR June 2015 - Present
Oppenheimer & Co. Inc. May 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Yumi Restaurant June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Time Management, Event Planning, Financial Analysis, Windows, Management, Accounting, Financial Modeling, Finance
Education
University of Richmond 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Rajesh Duggal's FBR Experience 2002 - 2005
Job Director at Citi
Industry Financial Services
Experience
Citi 2015 - Present
Citi 2012 - 2015
Credit Suisse 2011 - 2012
Deloitte 2010 - 2011
Deloitte 2005 - 2008
FBR 2002 - 2005
Skills
Strategy, Investment Banking, Corporate Finance, Financial Modeling, Capital Markets, Valuation, Management Consulting, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
University of Maryland College Park 2002 — 2005
BS
Citi 2015 - Present
Citi 2012 - 2015
Credit Suisse 2011 - 2012
Deloitte 2010 - 2011
Deloitte 2005 - 2008
FBR 2002 - 2005
Skills
Strategy, Investment Banking, Corporate Finance, Financial Modeling, Capital Markets, Valuation, Management Consulting, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
University of Maryland College Park 2002 — 2005
BS
Trena Brown's FBR Experience 2004 - Present
Job Consultant
Industry Management Consulting
Experience
FBR 2004 - Present
Education
University of Maryland College Park 1965 — 1969
FBR 2004 - Present
Education
University of Maryland College Park 1965 — 1969
Stephanie Croft Rogers, CFA, CFP®'s FBR Experience June 2004 - August 2004
Job Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management November 2007 - Present
Edward Jones June 2005 - October 2007
FBR June 2004 - August 2004
Skills
Asset Management, Financial Analysis, Portfolio Management, Wealth Management, Investments
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Science in Business Adminstration, Dual Emphasis in Finance and Real Estate
U.S. Trust, Bank of America Private Wealth Management November 2007 - Present
Edward Jones June 2005 - October 2007
FBR June 2004 - August 2004
Skills
Asset Management, Financial Analysis, Portfolio Management, Wealth Management, Investments
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Science in Business Adminstration, Dual Emphasis in Finance and Real Estate
Mike Melby's FBR Experience 2004 - 2006
Job Entrepreneur & Investor
Industry Venture Capital & Private Equity
Experience
New Evolution Ventures 2013 - Present
UFC GYM 2013 - Present
PayDivvy, Inc. 2010 - 2013
TapIt! 2011 - 2012
Leadgate June 2009 - August 2009
ClearLight Partners 2006 - 2008
FBR 2004 - 2006
Skills
Private Equity, Venture Capital, Financial Modeling, Mergers & Acquisitions, Corporate Development, Start-ups, Valuation, Emerging Markets, Capital, Investment Banking, Spanish, Brazilian Jiu-Jitsu, Entrepreneurship, Investments, Surfing, Technology, Payments, Startup Development, Italian, Brazilian Portuguese, Financial Services, Bill Payment, Business Planning, Angel Investing, M&A experience, Strategic Consulting, Python, Linux, Computer Science, Computer Security, Hacking, Programming
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management
University of California, Berkeley 1999 — 2003
BA, Political Economy
Servite High School 1995 — 1999
New Evolution Ventures 2013 - Present
UFC GYM 2013 - Present
PayDivvy, Inc. 2010 - 2013
TapIt! 2011 - 2012
Leadgate June 2009 - August 2009
ClearLight Partners 2006 - 2008
FBR 2004 - 2006
Skills
Private Equity, Venture Capital, Financial Modeling, Mergers & Acquisitions, Corporate Development, Start-ups, Valuation, Emerging Markets, Capital, Investment Banking, Spanish, Brazilian Jiu-Jitsu, Entrepreneurship, Investments, Surfing, Technology, Payments, Startup Development, Italian, Brazilian Portuguese, Financial Services, Bill Payment, Business Planning, Angel Investing, M&A experience, Strategic Consulting, Python, Linux, Computer Science, Computer Security, Hacking, Programming
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management
University of California, Berkeley 1999 — 2003
BA, Political Economy
Servite High School 1995 — 1999
Jeannie Vu, CPA's FBR Experience June 2012 - August 2012
Job Associate Vice President at Colony Capital
Industry Venture Capital & Private Equity
Experience
Colony Capital January 2015 - Present
Colony Capital August 2012 - January 2015
FBR June 2012 - August 2012
FBR June 2010 - June 2012
PricewaterhouseCoopers September 2008 - June 2010
Skills
Financial Modeling, Investment Banking, Finance, Valuation, Financial Institutions, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Capital Markets, Mergers & Acquisitions, Investments, Financial Reporting, Asset Management, Venture Capital, Equities, Business Valuation, Hedge Funds
Education
University of Southern California - Marshall School of Business 2005 — 2008
BS, Business Administration
University of Houston 2003 — 2005
I.H. Kempner High School 1999 — 2003
Colony Capital January 2015 - Present
Colony Capital August 2012 - January 2015
FBR June 2012 - August 2012
FBR June 2010 - June 2012
PricewaterhouseCoopers September 2008 - June 2010
Skills
Financial Modeling, Investment Banking, Finance, Valuation, Financial Institutions, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Capital Markets, Mergers & Acquisitions, Investments, Financial Reporting, Asset Management, Venture Capital, Equities, Business Valuation, Hedge Funds
Education
University of Southern California - Marshall School of Business 2005 — 2008
BS, Business Administration
University of Houston 2003 — 2005
I.H. Kempner High School 1999 — 2003
Kelly LaRotonda's FBR Experience August 2011 - July 2014
Job Associate at Redwood Capital Group
Industry Financial Services
Experience
Redwood Capital Group July 2014 - Present
FBR August 2011 - July 2014
Deloitte May 2008 - July 2011
Duff & Phelps August 2006 - May 2008
Education
University of Florida 2002 — 2006
BS, Finance
Redwood Capital Group July 2014 - Present
FBR August 2011 - July 2014
Deloitte May 2008 - July 2011
Duff & Phelps August 2006 - May 2008
Education
University of Florida 2002 — 2006
BS, Finance
David Khani's FBR Experience AVPPrudential Securities1995 - 1998
Job SMD at FBR
Industry Investment Banking
Experience
FBR AVPPrudential Securities1995 - 1998
Education
University of Rochester - Simon Business School 1991 — 1993
FBR AVPPrudential Securities1995 - 1998
Education
University of Rochester - Simon Business School 1991 — 1993
Andrea Biernat's FBR Experience June 2007 - August 2007
Job Associate at Alvarez & Marsal Capital Partners
Industry Venture Capital & Private Equity
Experience
Alvarez & Marsal Capital Partners July 2013 - Present
Greenbriar Equity Group August 2011 - June 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
FBR June 2007 - August 2007
Chicago Board of Trade June 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2009
M&T, Management, Financial Systems Engineering, Minor in History of Art
Alvarez & Marsal Capital Partners July 2013 - Present
Greenbriar Equity Group August 2011 - June 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
FBR June 2007 - August 2007
Chicago Board of Trade June 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2009
M&T, Management, Financial Systems Engineering, Minor in History of Art
Sa'ar Yaniv's FBR Experience 2001 - 2003
Job CoFounder, Director at FreshAdvisory
Industry Financial Services
Experience
FreshAdvisory June 2009 - Present
Hunter Mountain Ski Bowl, Inc. 2009 - 2014
JPMorgan May 2007 - January 2009
Oppenheimer 2005 - 2007
FBR 2001 - 2003
First Union 2000 - 2001
Skills
Investment Banking
Education
University of California, Davis
FreshAdvisory June 2009 - Present
Hunter Mountain Ski Bowl, Inc. 2009 - 2014
JPMorgan May 2007 - January 2009
Oppenheimer 2005 - 2007
FBR 2001 - 2003
First Union 2000 - 2001
Skills
Investment Banking
Education
University of California, Davis
Brooks Moore's FBR Experience 2004 - 2006
Job Chief Financial Officer Real Estate/Hospitality
Industry Real Estate
Experience
Innisfree Hotels January 2012 - Present
Zions Bank - National Real Estate Group August 2006 - January 2012
FBR 2004 - 2006
Friedman Billings Ramsey 2004 - 2006
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
MBA, Corporate finance and accounting
University of Utah - David Eccles School of Business 1995 — 1998
BS, Finance
Leadership Pensacola (LeaP) Class of 2014
Innisfree Hotels January 2012 - Present
Zions Bank - National Real Estate Group August 2006 - January 2012
FBR 2004 - 2006
Friedman Billings Ramsey 2004 - 2006
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
MBA, Corporate finance and accounting
University of Utah - David Eccles School of Business 1995 — 1998
BS, Finance
Leadership Pensacola (LeaP) Class of 2014
Ira Rothberg's FBR Experience August 2009 - October 2012
Job Portfolio Manager at Broad Run Investment Management, LLC
Industry Investment Management
Experience
Broad Run Investment Management, LLC October 2012 - Present
FBR August 2009 - October 2012
Akre Capital Management, LLC November 2004 - August 2009
Ramsey Asset Management 2002 - 2004
Education
University of Maryland College Park 1998 — 2002
Montgomery Blair HS
Broad Run Investment Management, LLC October 2012 - Present
FBR August 2009 - October 2012
Akre Capital Management, LLC November 2004 - August 2009
Ramsey Asset Management 2002 - 2004
Education
University of Maryland College Park 1998 — 2002
Montgomery Blair HS
Adam Panzer's FBR Experience April 2007 - Present
Job Equity Sales at FBR
Industry Capital Markets
Experience
FBR April 2007 - Present
Education
University of Maryland College Park 2000 — 2004
FBR April 2007 - Present
Education
University of Maryland College Park 2000 — 2004
Chris Glubka's FBR Experience February 2000 - August 2008
Job Associate at Philadelphia Financial, LLC
Industry Financial Services
Experience
Philadelphia Financial, LLC March 2009 - Present
FBR February 2000 - August 2008
Education
University of California, Irvine
Philadelphia Financial, LLC March 2009 - Present
FBR February 2000 - August 2008
Education
University of California, Irvine
Andrew Jose's FBR Experience August 1999 - February 2007
Job CoFounder & Managing Partner, FJ Capital Management
Industry Investment Management
Experience
FJ Capital Management December 2007 - Present
FBR August 1999 - February 2007
Phillips Business Information August 1992 - July 1999
US Army December 1985 - November 1988
Education
University of Maryland College Park 1989 — 1992
BS in Marketing
FJ Capital Management December 2007 - Present
FBR August 1999 - February 2007
Phillips Business Information August 1992 - July 1999
US Army December 1985 - November 1988
Education
University of Maryland College Park 1989 — 1992
BS in Marketing
Chase White, CFA's FBR Experience April 2015 - Present
Job Senior Equity Research Associate Content & Distribution
Industry Financial Services
Experience
FBR April 2015 - Present
FBR Capital Markets March 2013 - April 2015
Wells Fargo Bank January 2010 - November 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA with Distinction, Finance
FBR April 2015 - Present
FBR Capital Markets March 2013 - April 2015
Wells Fargo Bank January 2010 - November 2012
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA with Distinction, Finance
Beth Blystone's FBR Experience 2010 - 2010
Job HR Benefits Administrator
Industry Human Resources
Experience
Alfred Benesch & Company February 2011 - Present
FBR 2010 - 2010
The Integer Group May 2007 - September 2009
Skills
Human Resources, Event Planning, Employee Benefits, Project Management, Strategy, Budgets, Onboarding, HRIS, Microsoft Excel, Microsoft Office, PowerPoint, Benefits Administration, Process Improvement, Employee Training, Event Management, Taleo, InDesign, Training
Education
University of Notre Dame 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Alfred Benesch & Company February 2011 - Present
FBR 2010 - 2010
The Integer Group May 2007 - September 2009
Skills
Human Resources, Event Planning, Employee Benefits, Project Management, Strategy, Budgets, Onboarding, HRIS, Microsoft Excel, Microsoft Office, PowerPoint, Benefits Administration, Process Improvement, Employee Training, Event Management, Taleo, InDesign, Training
Education
University of Notre Dame 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Jason Cheu's FBR Experience June 2004 - May 2008
Job VP, Senior Analyst at Gordian Wealth Advisors
Industry Financial Services
Experience
Gordian Wealth Advisors April 2014 - Present
U4iA Games April 2012 - March 2014
Meetyl Inc. 2012 - 2014
ABR Investment Strategy April 2010 - February 2012
Haroun Capital Management, LLC April 2008 - January 2010
FBR June 2004 - May 2008
Banc of America Securities August 2001 - May 2004
Skills
Analysis, Investments, Research, E-commerce, Social Media, Video Games, Angel Investing, Hedge Funds, Equity Research, Equities, Start-ups, Finance, Business Development, Financial Modeling, Competitive Analysis, Financial Analysis, Management, Valuation
Education
San Rafael High
University of California, San Diego
BA, Quantitative Economics & Decision Sciences
University of Southern California - Marshall School of Business
MBA, Finance
Gordian Wealth Advisors April 2014 - Present
U4iA Games April 2012 - March 2014
Meetyl Inc. 2012 - 2014
ABR Investment Strategy April 2010 - February 2012
Haroun Capital Management, LLC April 2008 - January 2010
FBR June 2004 - May 2008
Banc of America Securities August 2001 - May 2004
Skills
Analysis, Investments, Research, E-commerce, Social Media, Video Games, Angel Investing, Hedge Funds, Equity Research, Equities, Start-ups, Finance, Business Development, Financial Modeling, Competitive Analysis, Financial Analysis, Management, Valuation
Education
San Rafael High
University of California, San Diego
BA, Quantitative Economics & Decision Sciences
University of Southern California - Marshall School of Business
MBA, Finance
Les Hollis's FBR Experience September 2004 - January 2005
Job Sr. Network Engineer at AT&T Global Services
Industry Information Technology and Services
Experience
AT&T Global Services July 2012 - Present
SecureNet LLC November 2011 - July 2012
ERT,Inc/RSIS(Wyle)/Aster Engineering (DOC/NOAA) January 2005 - November 2011
FBR September 2004 - January 2005
UUNET/MCI WorldCom 1999 - 2002
UUNET Technologies 1999 - 2002
GTSI 1997 - 1999
Skills
Network Administration, VPN, Security, Switches, OSPF, Cisco Technologies, Routers, Firewalls, F5 BigIP, CiscoWorks, Cisco Nexus, Optical Engineering, Optical Network, Active Directory, Cisco IOS, Cisco Routers, ASA, Frame Relay, Hardware, IDS, ITIL, LAN-WAN, MPLS, Network Architecture, Network Design, Network Engineering, Network Security, Routing, Networking, Software Installation, TCP/IP, Telecommunications, Troubleshooting, WAN, Windows, Wireless Networking, Wireless
Education
Gonzaga High School
University of Maryland University College
Information Systems Management
Waynesburg University
History\Social Sciences
AT&T Global Services July 2012 - Present
SecureNet LLC November 2011 - July 2012
ERT,Inc/RSIS(Wyle)/Aster Engineering (DOC/NOAA) January 2005 - November 2011
FBR September 2004 - January 2005
UUNET/MCI WorldCom 1999 - 2002
UUNET Technologies 1999 - 2002
GTSI 1997 - 1999
Skills
Network Administration, VPN, Security, Switches, OSPF, Cisco Technologies, Routers, Firewalls, F5 BigIP, CiscoWorks, Cisco Nexus, Optical Engineering, Optical Network, Active Directory, Cisco IOS, Cisco Routers, ASA, Frame Relay, Hardware, IDS, ITIL, LAN-WAN, MPLS, Network Architecture, Network Design, Network Engineering, Network Security, Routing, Networking, Software Installation, TCP/IP, Telecommunications, Troubleshooting, WAN, Windows, Wireless Networking, Wireless
Education
Gonzaga High School
University of Maryland University College
Information Systems Management
Waynesburg University
History\Social Sciences
Svetlana Sibley's FBR Experience January 2004 - April 2008
Job Manager, Advisory Services at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young June 2010 - Present
PricewaterhouseCoopers April 2008 - May 2010
FBR January 2004 - April 2008
Education
University of Miami - School of Business 1998 — 2000
Ernst & Young June 2010 - Present
PricewaterhouseCoopers April 2008 - May 2010
FBR January 2004 - April 2008
Education
University of Miami - School of Business 1998 — 2000
Jeff Sonnek's FBR Experience March 2004 - March 2008
Job SVP at ICR
Industry Public Relations and Communications
Experience
ICR August 2015 - Present
Feltl & Co January 2010 - August 2015
FBR March 2004 - March 2008
Piper Jaffray 2002 - 2004
Skills
Financial Modeling, Equities, Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Investor Relations
Education
University of Arizona 1998 — 2001
BS
ICR August 2015 - Present
Feltl & Co January 2010 - August 2015
FBR March 2004 - March 2008
Piper Jaffray 2002 - 2004
Skills
Financial Modeling, Equities, Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Investor Relations
Education
University of Arizona 1998 — 2001
BS
Jonathon Blackwell's FBR Experience June 2005 - August 2005
Job Vice President at SL Green
Industry Real Estate
Experience
SL Green September 2012 - Present
SL Green July 2010 - September 2012
SL Green June 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Sage Real Estate Group May 2006 - August 2006
FBR June 2005 - August 2005
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Private Equity, Investments, Investment Banking, Real Estate Economics, Asset Managment, DCF, Mezzanine, Real Estate, Financial Structuring
Education
University of Pennsylvania 2004 — 2008
Economics, Finance and Real Estate
University of Pennsylvania - The Wharton School 2004 — 2008
Economics, Finance and Real Estate
SL Green September 2012 - Present
SL Green July 2010 - September 2012
SL Green June 2008 - July 2010
Jefferies & Company May 2007 - August 2007
Sage Real Estate Group May 2006 - August 2006
FBR June 2005 - August 2005
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Private Equity, Investments, Investment Banking, Real Estate Economics, Asset Managment, DCF, Mezzanine, Real Estate, Financial Structuring
Education
University of Pennsylvania 2004 — 2008
Economics, Finance and Real Estate
University of Pennsylvania - The Wharton School 2004 — 2008
Economics, Finance and Real Estate
Ashby Taylor's FBR Experience June 2008 - September 2010
Job Associate Director, Corporate Strategy & Global Development at CEB
Industry Management Consulting
Experience
CEB January 2013 - Present
Corporate Executive Board October 2010 - January 2013
FBR June 2008 - September 2010
Skills
Financial Modeling, Mergers, Corporate Development, Investment Banking, M&A experience, Private Equity, Due Diligence, LBO, Corporate Finance, Valuation, Business Valuation, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
University of Virginia 2004 — 2008
B.S. in Commerce from the McIntire School of Commerce, Finance & Management
CEB January 2013 - Present
Corporate Executive Board October 2010 - January 2013
FBR June 2008 - September 2010
Skills
Financial Modeling, Mergers, Corporate Development, Investment Banking, M&A experience, Private Equity, Due Diligence, LBO, Corporate Finance, Valuation, Business Valuation, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
University of Virginia 2004 — 2008
B.S. in Commerce from the McIntire School of Commerce, Finance & Management
Maurice McKenzie, CFA's FBR Experience June 2002 - July 2006
Job MCM Management Consulting, LLC
Industry Financial Services
Experience
MCM Management Consulting, LLC January 2014 - Present
SAIC March 2012 - July 2013
Signal Hill Capital August 2006 - December 2007
FBR June 2002 - July 2006
Wachovia Securities February 2000 - June 2002
Hertz Equipment Rental November 1996 - July 1998
Gannett August 1993 - November 1996
Skills
Financial Modeling, Valuation, Equity Research, Mergers & Acquisitions, Investments, Financial Analysis, Portfolio Management, Management, Strategy, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 1999
MBA, Finance, Financial Statement Analysis, Strategy & Marketing
George Mason University - School of Business
Bachelor of Applied Science (B.A.Sc.), Accounting
MCM Management Consulting, LLC January 2014 - Present
SAIC March 2012 - July 2013
Signal Hill Capital August 2006 - December 2007
FBR June 2002 - July 2006
Wachovia Securities February 2000 - June 2002
Hertz Equipment Rental November 1996 - July 1998
Gannett August 1993 - November 1996
Skills
Financial Modeling, Valuation, Equity Research, Mergers & Acquisitions, Investments, Financial Analysis, Portfolio Management, Management, Strategy, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 1999
MBA, Finance, Financial Statement Analysis, Strategy & Marketing
George Mason University - School of Business
Bachelor of Applied Science (B.A.Sc.), Accounting
Matthew Bando's FBR Experience January 2006 - September 2006
Job Senior Consultant at Microsoft
Industry Information Technology and Services
Experience
Microsoft December 2007 - Present
FBR January 2006 - September 2006
West CoIebrooke Inc. June 1996 - October 2001
HTR 1993 - 1996
Skills
Enterprise Architecture, Microsoft SQL Server, SSRS, SCOM, T-SQL, System Center, Microsoft Technologies, Active Directory, Database Design, SharePoint, Requirements Analysis, Solution Architecture, IIS, Databases
Education
University of Maryland College Park 1985 — 1991
BSEE, Electrical Engineering
Microsoft December 2007 - Present
FBR January 2006 - September 2006
West CoIebrooke Inc. June 1996 - October 2001
HTR 1993 - 1996
Skills
Enterprise Architecture, Microsoft SQL Server, SSRS, SCOM, T-SQL, System Center, Microsoft Technologies, Active Directory, Database Design, SharePoint, Requirements Analysis, Solution Architecture, IIS, Databases
Education
University of Maryland College Park 1985 — 1991
BSEE, Electrical Engineering
Tom Dolan's FBR Experience February 2003 - May 2007
Job Owner / Head of Operations at Tom Dolan Swim School
Industry Health, Wellness and Fitness
Experience
Tom Dolan Swim School January 2012 - Present
Carlile Swimming USA July 2007 - January 2012
FBR February 2003 - May 2007
Potomac Valley Swimming LSC 1982 - 2002
USA Swimming 1993 - 2001
Nike 1996 - 2000
Skills
Mutual Funds, Hedge Funds, Portfolio Management, Investments, Business Strategy, Equities, Trading, New Business Development, Strategic Planning, Business Development, Series 7, Private Equity, Management, Mergers & Acquisitions, Asset Management, Due Diligence, Financial Modeling, Sales, Capital Markets, Executive Management, Strategic Partnerships, Strategy, Alternative Investments, Start-ups, Entrepreneurship, Venture Capital, Public Speaking
Education
University of Michigan 1993 — 1998
BA, Org Business
Tom Dolan Swim School January 2012 - Present
Carlile Swimming USA July 2007 - January 2012
FBR February 2003 - May 2007
Potomac Valley Swimming LSC 1982 - 2002
USA Swimming 1993 - 2001
Nike 1996 - 2000
Skills
Mutual Funds, Hedge Funds, Portfolio Management, Investments, Business Strategy, Equities, Trading, New Business Development, Strategic Planning, Business Development, Series 7, Private Equity, Management, Mergers & Acquisitions, Asset Management, Due Diligence, Financial Modeling, Sales, Capital Markets, Executive Management, Strategic Partnerships, Strategy, Alternative Investments, Start-ups, Entrepreneurship, Venture Capital, Public Speaking
Education
University of Michigan 1993 — 1998
BA, Org Business
Jacob Lyles's FBR Experience 2006 - 2008
Job Professional Independent
Industry Computer Software
Experience
Coursera September 2012 - August 2015
Game Closure January 2011 - June 2012
Life Technologies June 2009 - September 2009
FBR 2006 - 2008
Skills
Python, JavaScript, Node.js, Git, HTML 5, Java, Economics, PHP, Matlab, Game Development, Copywriting, Brazilian Jiu-Jitsu, Burning Man, Compassion Meditation, Plywood, Unix, Crypto
Education
University of California, San Diego 2008 — 2010
Master's degree, Computer Science
Wake Forest University 2001 — 2005
BA, Mathematics, Economics
Coursera September 2012 - August 2015
Game Closure January 2011 - June 2012
Life Technologies June 2009 - September 2009
FBR 2006 - 2008
Skills
Python, JavaScript, Node.js, Git, HTML 5, Java, Economics, PHP, Matlab, Game Development, Copywriting, Brazilian Jiu-Jitsu, Burning Man, Compassion Meditation, Plywood, Unix, Crypto
Education
University of California, San Diego 2008 — 2010
Master's degree, Computer Science
Wake Forest University 2001 — 2005
BA, Mathematics, Economics
Ann M. Griffith's FBR Experience July 2005 - June 2010
Job Managing Director at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC 2011 - Present
IFC - International Finance Corporation August 2010 - June 2011
FBR July 2005 - June 2010
NASD 2002 - 2005
Credit Suisse First Boston January 1998 - June 2002
Bankers Trust 1997 - 1997
US Securities and Exchange Commission 1991 - 1997
Skills
Compliance, Corporate Governance, Series 7, FINRA, AML, Risk Management, Hedge Funds, Capital Markets, Investment Advisory, Securities Regulation, Risk Assessment, Policy, Private Equity, Broker-Dealer, Due Diligence, Securities, SEC, Equities, Alternative Investments, Financial Services, Private Placements, Prime Brokerage, Asset Management, Mutual Funds, Series 24, Trading, Anti Money Laundering
Education
University of Illinois College of Law 1986 — 1989
J.D., Law
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., English
Oyster Consulting, LLC 2011 - Present
IFC - International Finance Corporation August 2010 - June 2011
FBR July 2005 - June 2010
NASD 2002 - 2005
Credit Suisse First Boston January 1998 - June 2002
Bankers Trust 1997 - 1997
US Securities and Exchange Commission 1991 - 1997
Skills
Compliance, Corporate Governance, Series 7, FINRA, AML, Risk Management, Hedge Funds, Capital Markets, Investment Advisory, Securities Regulation, Risk Assessment, Policy, Private Equity, Broker-Dealer, Due Diligence, Securities, SEC, Equities, Alternative Investments, Financial Services, Private Placements, Prime Brokerage, Asset Management, Mutual Funds, Series 24, Trading, Anti Money Laundering
Education
University of Illinois College of Law 1986 — 1989
J.D., Law
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., English
Brett Nelson, CFA's FBR Experience May 2002 - August 2005
Job Portfolio Manager
Industry Financial Services
Experience
EJF Capital, LLC August 2005 - Present
FBR May 2002 - August 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Virginia 2000 — 2001
ME, Systems Engineering
University of Virginia 1996 — 2000
BA, Mathematics
EJF Capital, LLC August 2005 - Present
FBR May 2002 - August 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Virginia 2000 — 2001
ME, Systems Engineering
University of Virginia 1996 — 2000
BA, Mathematics
Amir Afkhami's FBR Experience May 2005 - August 2006
Job Sr. Consultant at Sevatec, Inc.
Industry Computer Software
Experience
Sevatec, Inc. August 2013 - Present
Lockheed Martin (Through Dan Sources) October 2012 - August 2013
USO October 2011 - October 2012
InfoReliance June 2010 - October 2011
ABC Imaging July 2007 - June 2010
ProLink Services August 2006 - July 2007
FBR May 2005 - August 2006
Now Technology December 2004 - May 2005
EOG Resources January 2004 - December 2004
xwave October 2000 - December 2003
Skills
SQL Server, C#, ASP.NET, JavaScript, HTML, .NET, Windows, Visual Studio, jQuery, Software Development, Web Services, XML, Agile, VB.NET, WCF, SQL, T-SQL, Software Engineering, AJAX, Architecture, MySQL, Databases, Entity Framework, MVC, Microsoft SQL Server, Agile Methodologies, Web Applications, LINQ, Database Design, SOA, SharePoint, SDLC, Leadership
Education
University of Calgary 1996 — 2000
B.S.c, Applied Mathematics in Computer Science (Object Oriented Software Technolory)
Sevatec, Inc. August 2013 - Present
Lockheed Martin (Through Dan Sources) October 2012 - August 2013
USO October 2011 - October 2012
InfoReliance June 2010 - October 2011
ABC Imaging July 2007 - June 2010
ProLink Services August 2006 - July 2007
FBR May 2005 - August 2006
Now Technology December 2004 - May 2005
EOG Resources January 2004 - December 2004
xwave October 2000 - December 2003
Skills
SQL Server, C#, ASP.NET, JavaScript, HTML, .NET, Windows, Visual Studio, jQuery, Software Development, Web Services, XML, Agile, VB.NET, WCF, SQL, T-SQL, Software Engineering, AJAX, Architecture, MySQL, Databases, Entity Framework, MVC, Microsoft SQL Server, Agile Methodologies, Web Applications, LINQ, Database Design, SOA, SharePoint, SDLC, Leadership
Education
University of Calgary 1996 — 2000
B.S.c, Applied Mathematics in Computer Science (Object Oriented Software Technolory)
Jeffrey Haniff's FBR Experience June 2008 - August 2008
Job Financial Operations Manager at General Mills
Industry Consumer Goods
Experience
General Mills July 2015 - Present
General Mills February 2015 - June 2015
General Mills July 2014 - January 2015
General Mills July 2012 - July 2014
General Mills June 2011 - June 2012
General Mills December 2009 - June 2011
FBR June 2008 - August 2008
Crowell, Weedon & Co. October 2005 - August 2007
Office Depot Business Services Division November 2004 - July 2005
Skills
Financial Modeling, Business Valuation, Strategic Planning, Business Development, Equity Valuation, Financial Research, Financial Analysis, Valuation, Due Diligence, Forecasting, Strategic Financial..., Investments, Corporate Finance, Equities, Finance, Business Strategy
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance, Public Accounting, and Corporate Accounting
University of Southern California - Marshall School of Business 2001 — 2004
Bachelor of Science, Business Administration – Entrepreneurial Studies
General Mills July 2015 - Present
General Mills February 2015 - June 2015
General Mills July 2014 - January 2015
General Mills July 2012 - July 2014
General Mills June 2011 - June 2012
General Mills December 2009 - June 2011
FBR June 2008 - August 2008
Crowell, Weedon & Co. October 2005 - August 2007
Office Depot Business Services Division November 2004 - July 2005
Skills
Financial Modeling, Business Valuation, Strategic Planning, Business Development, Equity Valuation, Financial Research, Financial Analysis, Valuation, Due Diligence, Forecasting, Strategic Financial..., Investments, Corporate Finance, Equities, Finance, Business Strategy
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance, Public Accounting, and Corporate Accounting
University of Southern California - Marshall School of Business 2001 — 2004
Bachelor of Science, Business Administration – Entrepreneurial Studies
Kristie Weaver's FBR Experience July 2008 - October 2011
Job AVP, Equity Management at The Carlyle Group
Industry Investment Banking
Experience
The Carlyle Group October 2011 - Present
FBR July 2008 - October 2011
Smith Barney January 2001 - July 2008
Sandy Spring Bank 1999 - 2001
Education
University of Florida 1994 — 1998
BS
The Carlyle Group October 2011 - Present
FBR July 2008 - October 2011
Smith Barney January 2001 - July 2008
Sandy Spring Bank 1999 - 2001
Education
University of Florida 1994 — 1998
BS
Martin Friedman's FBR Experience January 1989 - January 2007
Job FJ Capital Management, Managing Member
Industry Financial Services
Experience
Anchor bank December 2013 - Present
Access National Bank September 2009 - Present
FJ Capital Management December 2007 - Present
FBR January 1989 - January 2007
Skills
Mergers & Acquisitions, Private Equity, Leadership, Investments, Portfolio Management, Corporate Finance, Investment Management, Loans, Analysis, Financial Analysis, Equity Research, Asset Managment, Hedge Funds, Management, Financial Services, Financial Modeling, Securities, Equities, Valuation, Mergers, Capital Markets, Asset Management, Trading, Alternative Investments, Investment Banking, Bloomberg, Asset Allocation, Credit Analysis, Due Diligence, Equity Valuation, Finance, Financial Structuring, Fixed Income, IPO, Mutual Funds, Private Placements, Risk Management, Series 7, Banking, Fund Of Funds, Securitization, Emerging Markets, Equity Capital Markets, Institutional..., Venture Capital
Education
University of Maryland College Park 1988 — 1991
Finance, Finance, Accounting
Anchor bank December 2013 - Present
Access National Bank September 2009 - Present
FJ Capital Management December 2007 - Present
FBR January 1989 - January 2007
Skills
Mergers & Acquisitions, Private Equity, Leadership, Investments, Portfolio Management, Corporate Finance, Investment Management, Loans, Analysis, Financial Analysis, Equity Research, Asset Managment, Hedge Funds, Management, Financial Services, Financial Modeling, Securities, Equities, Valuation, Mergers, Capital Markets, Asset Management, Trading, Alternative Investments, Investment Banking, Bloomberg, Asset Allocation, Credit Analysis, Due Diligence, Equity Valuation, Finance, Financial Structuring, Fixed Income, IPO, Mutual Funds, Private Placements, Risk Management, Series 7, Banking, Fund Of Funds, Securitization, Emerging Markets, Equity Capital Markets, Institutional..., Venture Capital
Education
University of Maryland College Park 1988 — 1991
Finance, Finance, Accounting
James Woods's FBR Experience 2010 - 2013
Job Analyst at Driehaus Capital Management LLC
Industry Financial Services
Experience
Driehaus Capital Management LLC 2015 - Present
IFC Asset Management Company 2013 - 2015
FBR 2010 - 2013
Skills
Energy, Emerging Markets, Transportation, Financial Modeling, Equity Research, Investments, Strategy, Corporate Finance, Equities, Capital Markets, Investment Banking, Business Valuation, DCF, Private Equity, Venture Capital, Series 7, Hedge Funds, Financial Analysis, Renewable Energy, Bloomberg, Mergers & Acquisitions, Due Diligence, Equity Valuation, Valuation, Program Management, Fixed Income, Alternative Investments
Education
Vanderbilt University 2009 — 2010
Master of Science, Finance
University of Florida 2005 — 2009
BA, Anthropology & Business Administration
Driehaus Capital Management LLC 2015 - Present
IFC Asset Management Company 2013 - 2015
FBR 2010 - 2013
Skills
Energy, Emerging Markets, Transportation, Financial Modeling, Equity Research, Investments, Strategy, Corporate Finance, Equities, Capital Markets, Investment Banking, Business Valuation, DCF, Private Equity, Venture Capital, Series 7, Hedge Funds, Financial Analysis, Renewable Energy, Bloomberg, Mergers & Acquisitions, Due Diligence, Equity Valuation, Valuation, Program Management, Fixed Income, Alternative Investments
Education
Vanderbilt University 2009 — 2010
Master of Science, Finance
University of Florida 2005 — 2009
BA, Anthropology & Business Administration
Jeremy King's FBR Experience September 2000 - February 2002
Job Principal, Technology & Management Consulting
Industry Management Consulting
Experience
Hein & Associates March 2012 - Present
Infinite Technology Group February 2009 - March 2012
Genara Group, Inc. May 2007 - February 2009
Sage Credit Company September 2005 - May 2007
Moss Adams LLP September 2003 - September 2005
Experian February 2002 - September 2003
FBR September 2000 - February 2002
Skills
NetSuite, Adaptive Insights, Strategy, Due Diligence, Mergers & Acquisitions, Cloud Computing, M&A experience, Private Equity, SaaS, Management Consulting, SEC filings, Mergers, Venture Capital, NetSuite Implementation, Microsoft Dynamics, Valuation, Adaptive Planning, OpenAir, NetSuite Optimization, Negotiation, New Business Development, M&A, M&A Advisory, M&A Advisory Services, M&A Due Diligence, Valuations, Exit Planning, Raising Capital, Senior Debt, Recapitalizations, Subordinated Debt, 144A
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts, Business Economics
Hein & Associates March 2012 - Present
Infinite Technology Group February 2009 - March 2012
Genara Group, Inc. May 2007 - February 2009
Sage Credit Company September 2005 - May 2007
Moss Adams LLP September 2003 - September 2005
Experian February 2002 - September 2003
FBR September 2000 - February 2002
Skills
NetSuite, Adaptive Insights, Strategy, Due Diligence, Mergers & Acquisitions, Cloud Computing, M&A experience, Private Equity, SaaS, Management Consulting, SEC filings, Mergers, Venture Capital, NetSuite Implementation, Microsoft Dynamics, Valuation, Adaptive Planning, OpenAir, NetSuite Optimization, Negotiation, New Business Development, M&A, M&A Advisory, M&A Advisory Services, M&A Due Diligence, Valuations, Exit Planning, Raising Capital, Senior Debt, Recapitalizations, Subordinated Debt, 144A
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts, Business Economics
Shanna Spearman's FBR Experience April 2004 - May 2004
Job Human Resources Coordinator Wilmer Eye Institute at JHU School of Medicine
Industry Higher Education
Experience
Johns Hopkins Universty School of Medicine June 2015 - Present
Johns Hopkins University School of Nursing February 2014 - May 2015
Johns Hopkins University School of Nursing October 2010 - February 2014
CSC February 2010 - July 2010
Verizon Wireless October 2006 - September 2009
The Johns Hopkins Hospital June 2004 - October 2006
GSA May 2004 - June 2004
FBR April 2004 - May 2004
Smith Management Constuction, Inc. August 1999 - February 2003
The Johns Hopkins Hospital December 1998 - August 1999
Skills
Access, Administrative..., Customer Service, MS Project, Data Entry, Process Scheduler, Office Management, Training, Software Documentation, Payroll, PowerPoint, Social Media, Higher Education
Education
National-Louis University 1999 — 2002
Bachelor's Coursework
University of Maryland Eastern Shore 1987 — 1989
Johns Hopkins Universty School of Medicine June 2015 - Present
Johns Hopkins University School of Nursing February 2014 - May 2015
Johns Hopkins University School of Nursing October 2010 - February 2014
CSC February 2010 - July 2010
Verizon Wireless October 2006 - September 2009
The Johns Hopkins Hospital June 2004 - October 2006
GSA May 2004 - June 2004
FBR April 2004 - May 2004
Smith Management Constuction, Inc. August 1999 - February 2003
The Johns Hopkins Hospital December 1998 - August 1999
Skills
Access, Administrative..., Customer Service, MS Project, Data Entry, Process Scheduler, Office Management, Training, Software Documentation, Payroll, PowerPoint, Social Media, Higher Education
Education
National-Louis University 1999 — 2002
Bachelor's Coursework
University of Maryland Eastern Shore 1987 — 1989
Elizabeth Farmer's FBR Experience 2002 - 2008
Job VP, Client Solutions at TravelOn
Industry Leisure, Travel & Tourism
Experience
Travel-On Travel Management Company September 2014 - Present
Travel-On Travel Management Company May 2008 - September 2014
FBR 2002 - 2008
Beyond Basics 1997 - 2002
Travel Guide 1991 - 1997
Skills
Travel Management, Business Travel, Tourism, Contract Negotiation, Hotels, Revenue Analysis, Hospitality, Coaching, Account Management, Online Travel, CRM, Travel Planning, Management, Customer Service, Negotiation, Leisure Travel, Travel Technology, Program Management, RFPs, International Travel, Training, Airlines, Travel Program...
Education
University of Arizona 1983 — 1987
BS, Political Science and Russian Language
Travel-On Travel Management Company September 2014 - Present
Travel-On Travel Management Company May 2008 - September 2014
FBR 2002 - 2008
Beyond Basics 1997 - 2002
Travel Guide 1991 - 1997
Skills
Travel Management, Business Travel, Tourism, Contract Negotiation, Hotels, Revenue Analysis, Hospitality, Coaching, Account Management, Online Travel, CRM, Travel Planning, Management, Customer Service, Negotiation, Leisure Travel, Travel Technology, Program Management, RFPs, International Travel, Training, Airlines, Travel Program...
Education
University of Arizona 1983 — 1987
BS, Political Science and Russian Language
Steven Bold's FBR Experience June 2008 - August 2008
Job Associate at AEA Investors LP
Industry Investment Banking
Experience
AEA Investors LP September 2012 - Present
UBS Investment Bank July 2010 - August 2012
Regiment Capital Advisors June 2009 - August 2009
FBR June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, LBO, Bloomberg, Fixed Income, Corporate Finance, Capital Markets, Due Diligence, Financial Analysis, Leveraged Finance
Education
University of Notre Dame 2006 — 2010
B.S., Physics
AEA Investors LP September 2012 - Present
UBS Investment Bank July 2010 - August 2012
Regiment Capital Advisors June 2009 - August 2009
FBR June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, LBO, Bloomberg, Fixed Income, Corporate Finance, Capital Markets, Due Diligence, Financial Analysis, Leveraged Finance
Education
University of Notre Dame 2006 — 2010
B.S., Physics
James Burkett's FBR Experience January 2013 - June 2014
Job Investment Banking Analyst at Sandler O'Neill + Partners
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2014 - Present
FBR January 2013 - June 2014
Woodside Capital Partners November 2012 - January 2013
J. Moore Partners LLC June 2012 - September 2012
AIESEC United States May 2011 - July 2011
PrintCountry.com January 2011 - May 2011
Tre Clothing August 2007 - May 2011
DieCutsDirect.com October 2010 - March 2011
Chi Psi Fraternity May 2010 - December 2010
RhinoForce LLC May 2010 - November 2010
Skills
PowerPoint, Excel, Financial Analysis, New Business Development, Forecasting, Market Research, Bloomberg, Factset, Financial Modeling, Investment Banking, M&A analysis, Investments, Due Diligence, Finance, Microsoft Excel, Competitive Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors in Business Administration, Finance and Entrepreneurship
Del Oro High School 2004 — 2008
Sandler O'Neill & Partners, L.P. July 2014 - Present
FBR January 2013 - June 2014
Woodside Capital Partners November 2012 - January 2013
J. Moore Partners LLC June 2012 - September 2012
AIESEC United States May 2011 - July 2011
PrintCountry.com January 2011 - May 2011
Tre Clothing August 2007 - May 2011
DieCutsDirect.com October 2010 - March 2011
Chi Psi Fraternity May 2010 - December 2010
RhinoForce LLC May 2010 - November 2010
Skills
PowerPoint, Excel, Financial Analysis, New Business Development, Forecasting, Market Research, Bloomberg, Factset, Financial Modeling, Investment Banking, M&A analysis, Investments, Due Diligence, Finance, Microsoft Excel, Competitive Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors in Business Administration, Finance and Entrepreneurship
Del Oro High School 2004 — 2008
Sabrina Cassagnol's FBR Experience 1992 - 2008
Job Chief Compliance Officer at Height Securities
Industry Financial Services
Experience
Height Securities, LLC December 2009 - Present
FBR 1992 - 2008
Skills
Equities, Capital Markets, Hedge Funds, Securities, Investment Banking, Bloomberg, Private Equity, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Regulatory and Compliance Professional program
Height Securities, LLC December 2009 - Present
FBR 1992 - 2008
Skills
Equities, Capital Markets, Hedge Funds, Securities, Investment Banking, Bloomberg, Private Equity, Series 7
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Regulatory and Compliance Professional program
Andrew Griffith's FBR Experience February 2014 - August 2014
Job Credit Research Analyst at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers August 2014 - Present
FBR February 2014 - August 2014
FBR October 2012 - January 2014
Apollo Global Management LLC November 2011 - October 2012
EuroConsult May 2011 - November 2011
United Investment Managers, Inc. June 2010 - September 2010
Education
University of North Carolina at Wilmington 2007 — 2010
Bachelor of Science, Business Administration, Finance
AXA Investment Managers August 2014 - Present
FBR February 2014 - August 2014
FBR October 2012 - January 2014
Apollo Global Management LLC November 2011 - October 2012
EuroConsult May 2011 - November 2011
United Investment Managers, Inc. June 2010 - September 2010
Education
University of North Carolina at Wilmington 2007 — 2010
Bachelor of Science, Business Administration, Finance
Sohel Roopani's FBR Experience 2013 - 2014
Job Associate at PIMCO
Industry Investment Management
Experience
PIMCO May 2015 - Present
Prudential Investments August 2014 - April 2015
FBR 2013 - 2014
Freddie Mac 2012 - 2013
Skills
Financial Modeling, Valuation, Portfolio Management, Asset Management, Business Strategy, Hedge Funds, Investment Banking
Education
University of Miami 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
PIMCO May 2015 - Present
Prudential Investments August 2014 - April 2015
FBR 2013 - 2014
Freddie Mac 2012 - 2013
Skills
Financial Modeling, Valuation, Portfolio Management, Asset Management, Business Strategy, Hedge Funds, Investment Banking
Education
University of Miami 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Alex Combs's FBR Experience July 2014 - Present
Job Equity Research Associate at FBR
Industry Financial Services
Experience
FBR July 2014 - Present
Evermay Wealth Management, LLC June 2012 - July 2014
Evermay Wealth Management, LLC January 2012 - June 2012
Polycom June 2011 - August 2011
Skills
Investments, Equity Research, Financial Statement..., Financial Markets, Due Diligence, Investment Advisory, Wealth Management, DCF, Microsoft Word, Morningstar, Market Research, Asset Allocation, Alternative Investments, 401k
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of New South Wales 2011 — 2011
International Marketing
FBR July 2014 - Present
Evermay Wealth Management, LLC June 2012 - July 2014
Evermay Wealth Management, LLC January 2012 - June 2012
Polycom June 2011 - August 2011
Skills
Investments, Equity Research, Financial Statement..., Financial Markets, Due Diligence, Investment Advisory, Wealth Management, DCF, Microsoft Word, Morningstar, Market Research, Asset Allocation, Alternative Investments, 401k
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance, General
University of New South Wales 2011 — 2011
International Marketing
Robert Nicoll's FBR Experience February 2001 - August 2009
Job Senior Vice President at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC September 2009 - Present
FBR February 2001 - August 2009
Chevy Chase Financial Services October 1994 - January 2001
Education
University of Maryland College Park 1997 — 2002
BA, Speech Communications
Compass Point Research and Trading LLC September 2009 - Present
FBR February 2001 - August 2009
Chevy Chase Financial Services October 1994 - January 2001
Education
University of Maryland College Park 1997 — 2002
BA, Speech Communications
Adam Panzer's FBR Experience April 2007 - April 2011
Job Equity Sales at Sterne Agee
Industry Financial Services
Experience
Sterne Agee April 2011 - May 2013
FBR April 2007 - April 2011
Education
University of Maryland College Park 2000 — 2004
BS, Finance, General
Sterne Agee April 2011 - May 2013
FBR April 2007 - April 2011
Education
University of Maryland College Park 2000 — 2004
BS, Finance, General
Michele Muse's FBR Experience June 2005 - October 2007
Job Business Process Analyst IV at U.S. Department of State
Industry Program Development
Experience
U.S. Department of State August 2008 - Present
CapitalSource November 2007 - April 2008
FBR June 2005 - October 2007
Skills
Program Management, Project Management, Strategic Planning, Change Management, Project Planning, SQL, Process Improvement, Java, Business Analysis, Microsoft Office, Software Development, Business Process..., Government, Integration, Team Leadership, Risk Management, Microsoft Excel, Customer Service, Policy, Team Management, Data Analysis
Education
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Economics
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Criminology & Criminal Justice
U.S. Department of State August 2008 - Present
CapitalSource November 2007 - April 2008
FBR June 2005 - October 2007
Skills
Program Management, Project Management, Strategic Planning, Change Management, Project Planning, SQL, Process Improvement, Java, Business Analysis, Microsoft Office, Software Development, Business Process..., Government, Integration, Team Leadership, Risk Management, Microsoft Excel, Customer Service, Policy, Team Management, Data Analysis
Education
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Economics
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Criminology & Criminal Justice
Mark Alarcon's FBR Experience January 2009 - Present
Job Systems Engineer at FBR
Industry Investment Banking
Experience
FBR January 2009 - Present
FBR April 2008 - December 2008
FBR June 2006 - March 2008
Skills
VMware, SAN, WSUS, Netbackup, Scripting, Servers, Virtualization, Windows Server, Disaster Recovery
Education
University of Maryland College Park 1995 — 2002
Bachelor of Science (B.S.), Physical Sciences
FBR January 2009 - Present
FBR April 2008 - December 2008
FBR June 2006 - March 2008
Skills
VMware, SAN, WSUS, Netbackup, Scripting, Servers, Virtualization, Windows Server, Disaster Recovery
Education
University of Maryland College Park 1995 — 2002
Bachelor of Science (B.S.), Physical Sciences
Doug Crook's FBR Experience
Job Supervisory Analyst at FBR
Industry Investment Banking
Experience
FBR
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA)
FBR
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA)
Amir Arif's FBR Experience February 2001 - March 2009
Job .
Industry Financial Services
Experience
Stifel Financial Corp. April 2009 - September 2014
FBR February 2001 - March 2009
Education
University of Alberta
Bachelor of Science (BSc), Petroleum Engineering
University of Calgary
Master of Business Administration (M.B.A.), Finance
Stifel Financial Corp. April 2009 - September 2014
FBR February 2001 - March 2009
Education
University of Alberta
Bachelor of Science (BSc), Petroleum Engineering
University of Calgary
Master of Business Administration (M.B.A.), Finance
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