FBR Capital Markets
Industry: Capital market company
DescriptionFBR & Co. is a capital markets firm headquartered in Arlington, Virginia. Founded in 1989 by Emanuel J. Friedman, Eric F. Billings, and W. Russell Ramsey, the company provides investment banking, merger ... CEO: Richard J. Hendrix (Jan 1, 2009–) Number of employees: 303 (2015) Headquarters: Virginia Founded: 1989 Parent organization: B. Riley & Co., LLC Subsidiaries: MLV & Co. LLC, FBR Fund Advisers Inc,
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FBR Capital Markets Employees
Employee
Years
Job
Industry
Cody Ling Cody Ling's FBR Capital Markets Experience September 2010 - December 2010
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi January 2013 - January 2014
Citi July 2011 - December 2012
FBR Capital Markets September 2010 - December 2010
FBR Capital Markets June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
The Cooperative Bank of Cape Cod May 2008 - August 2008
Signature Real Estate May 2007 - August 2007
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science, Business Administration; Graduated Cum Laude, Finance & Management, Leadership, and Innovation. Focus: Strategy & Entrepreneurship
Escola Superior de Comerç Internacional, Universitat Pompeu Fabra 2009 — 2009
Study Abroad, International Business
Phillips Exeter Academy 2003 — 2007
Classics Diploma, Graduated with High Honors
Citi January 2014 - Present
Citi January 2013 - January 2014
Citi July 2011 - December 2012
FBR Capital Markets September 2010 - December 2010
FBR Capital Markets June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
The Cooperative Bank of Cape Cod May 2008 - August 2008
Signature Real Estate May 2007 - August 2007
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science, Business Administration; Graduated Cum Laude, Finance & Management, Leadership, and Innovation. Focus: Strategy & Entrepreneurship
Escola Superior de Comerç Internacional, Universitat Pompeu Fabra 2009 — 2009
Study Abroad, International Business
Phillips Exeter Academy 2003 — 2007
Classics Diploma, Graduated with High Honors
Jim Reddoch, PhD Jim Reddoch, PhD's FBR Capital Markets Experience May 2003 - July 2008
Job EVP, Research & Investments, Royalty Pharma
Industry Biotechnology
Experience
Royalty Pharma July 2008 - Present
Memorial Sloan Kettering Cancer Center April 2014 - Present
Avillion May 2014 - Present
FBR Capital Markets May 2003 - July 2008
Banc of America Securities 2000 - 2002
CIBC World Markets 1999 - 2000
UAB 1992 - 1997
Skills
Biotechnology, Equities, Investments, Private Equity, Portfolio Management, Biopharmaceuticals, Equity Research, Strategy, Due Diligence, Corporate Development, Pharmaceutical Industry, Management, Research, Valuation, Venture Capital
Education
Yale University 1997 — 1998
Postdoc, Genetics
University of Alabama at Birmingham 1992 — 1997
PhD, Biochemistry
Furman University 1987 — 1991
BA, Political Science
Mountain Brook HS 1985 — 1987
High School Diploma
Briarwood HS 1982 — 1985
None
Royalty Pharma July 2008 - Present
Memorial Sloan Kettering Cancer Center April 2014 - Present
Avillion May 2014 - Present
FBR Capital Markets May 2003 - July 2008
Banc of America Securities 2000 - 2002
CIBC World Markets 1999 - 2000
UAB 1992 - 1997
Skills
Biotechnology, Equities, Investments, Private Equity, Portfolio Management, Biopharmaceuticals, Equity Research, Strategy, Due Diligence, Corporate Development, Pharmaceutical Industry, Management, Research, Valuation, Venture Capital
Education
Yale University 1997 — 1998
Postdoc, Genetics
University of Alabama at Birmingham 1992 — 1997
PhD, Biochemistry
Furman University 1987 — 1991
BA, Political Science
Mountain Brook HS 1985 — 1987
High School Diploma
Briarwood HS 1982 — 1985
None
Jack Maier Jack Maier's FBR Capital Markets Experience 2007 - 2010
Job Head of Investment Banking at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Alex Richard Picou Alex Richard Picou's FBR Capital Markets Experience July 2010 - February 2012
Job Managing Director and Senior Banker, J.P. Morgan Private Banking
Industry Investment Management
Experience
J.P. Morgan March 2012 - Present
FBR Capital Markets July 2010 - February 2012
KeyBanc Capital Markets February 2007 - July 2010
Libra Securities LLC February 2003 - February 2007
CIBC Oppenheimer May 1995 - February 2003
Merrill Lynch Capital Markets August 1989 - May 1995
Skills
Debt, Mergers, Lodging, Investment Banking, Strategic Advisory, Financial Services, Investment Advisory, Mergers & Acquisitions, Private Equity, Wealth Management, Restructuring, Management
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA, Finance
University of Pennsylvania Law School 1980 — 1983
JD, Law
Rutgers University-New Brunswick 1976 — 1980
BA, Political Science
Haddon Heights
J.P. Morgan March 2012 - Present
FBR Capital Markets July 2010 - February 2012
KeyBanc Capital Markets February 2007 - July 2010
Libra Securities LLC February 2003 - February 2007
CIBC Oppenheimer May 1995 - February 2003
Merrill Lynch Capital Markets August 1989 - May 1995
Skills
Debt, Mergers, Lodging, Investment Banking, Strategic Advisory, Financial Services, Investment Advisory, Mergers & Acquisitions, Private Equity, Wealth Management, Restructuring, Management
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA, Finance
University of Pennsylvania Law School 1980 — 1983
JD, Law
Rutgers University-New Brunswick 1976 — 1980
BA, Political Science
Haddon Heights
Sonia Faruqi Sonia Faruqi's FBR Capital Markets Experience 2007 - 2009
Job Banker and Author
Industry Research
Experience
Self-employed 2010 - Present
FBR Capital Markets 2007 - 2009
Skills
Research, Journalism, Writing, Publishing, Analysis, Strategy
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (BA), Major in Economics and Public Policy, Minor in Government, cum laude distinction, three citations
Self-employed 2010 - Present
FBR Capital Markets 2007 - 2009
Skills
Research, Journalism, Writing, Publishing, Analysis, Strategy
Education
Dartmouth College 2003 — 2007
Bachelor of Arts (BA), Major in Economics and Public Policy, Minor in Government, cum laude distinction, three citations
Wylie Melberg Wylie Melberg's FBR Capital Markets Experience June 2009 - August 2009
Job Consulting Manager at Breo Solutions
Industry Management Consulting
Experience
Breo Solutions July 2015 - Present
Breo Solutions October 2012 - June 2015
Deloitte Consulting July 2010 - October 2012
FBR Capital Markets June 2009 - August 2009
U.S. House of Representatives September 2008 - December 2008
Morris and Fyrwald Real Estate January 2007 - August 2008
Skills
Real Estate, Investments, Research, Strategy, Management Consulting, Trading, Financial Modeling, Financial Analysis, Business Strategy, Analysis, Due Diligence, Market Research, Risk Management, Leadership, Business Development, Microsoft Excel, Management, Marketing, Finance
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance
Breo Solutions July 2015 - Present
Breo Solutions October 2012 - June 2015
Deloitte Consulting July 2010 - October 2012
FBR Capital Markets June 2009 - August 2009
U.S. House of Representatives September 2008 - December 2008
Morris and Fyrwald Real Estate January 2007 - August 2008
Skills
Real Estate, Investments, Research, Strategy, Management Consulting, Trading, Financial Modeling, Financial Analysis, Business Strategy, Analysis, Due Diligence, Market Research, Risk Management, Leadership, Business Development, Microsoft Excel, Management, Marketing, Finance
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance
Colleen (Gerard) Christensen Colleen (Gerard) Christensen's FBR Capital Markets Experience October 2004 - August 2008
Job Senior Manager, HR Field Team Leader at Moss Adams LLP
Industry Human Resources
Experience
Moss Adams LLP March 2014 - Present
Moss Adams LLP November 2008 - Present
FBR Capital Markets October 2004 - August 2008
University of Phoenix August 2001 - October 2004
CoreComm August 1999 - June 2001
Blue Cross Blue Shield May 1998 - July 1999
Hewitt Associates August 1997 - May 1998
United Healthcare July 1991 - July 1997
Skills
Recruiting, Employee Relations, Performance Management, Organizational..., Succession Planning, Human Resources, Talent Acquisition, Onboarding, Training, Entrepreneurship, Hands-on Training, Talent Management, Employee Engagement, Nonprofits, Employee Training, Workforce Planning, PeopleSoft, College Recruiting, Deferred Compensation, Benefits Administration, Employee Benefits, Organizational..., Applicant Tracking..., Management, Interviews, HRIS, Technical Recruiting, Career Development, Payroll, Personnel Management
Education
University of San Francisco 1995 — 1998
Masters, HROD
California State University-Long Beach 1986 — 1990
B.S., Business
Moss Adams LLP March 2014 - Present
Moss Adams LLP November 2008 - Present
FBR Capital Markets October 2004 - August 2008
University of Phoenix August 2001 - October 2004
CoreComm August 1999 - June 2001
Blue Cross Blue Shield May 1998 - July 1999
Hewitt Associates August 1997 - May 1998
United Healthcare July 1991 - July 1997
Skills
Recruiting, Employee Relations, Performance Management, Organizational..., Succession Planning, Human Resources, Talent Acquisition, Onboarding, Training, Entrepreneurship, Hands-on Training, Talent Management, Employee Engagement, Nonprofits, Employee Training, Workforce Planning, PeopleSoft, College Recruiting, Deferred Compensation, Benefits Administration, Employee Benefits, Organizational..., Applicant Tracking..., Management, Interviews, HRIS, Technical Recruiting, Career Development, Payroll, Personnel Management
Education
University of San Francisco 1995 — 1998
Masters, HROD
California State University-Long Beach 1986 — 1990
B.S., Business
Jatin Mehta's FBR Capital Markets Experience February 2004 - August 2006
Job Institutional Equity Sales at Bloomberg Tradebook
Industry Investment Management
Experience
Bloomberg TRADEBOOK January 2014 - Present
Singular Research January 2013 - December 2013
Roth Capital Partners November 2008 - December 2012
White Residential, Inc. October 2006 - October 2008
FBR Capital Markets February 2004 - August 2006
Skills
Equity Research, Equity Valuation, Equities, Capital Markets, Investment Banking, Bloomberg, Financial Analysis, Financial Modeling, Series 7, Hedge Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Fixed Income, Private Equity, Trading, Equity Trading, Securities, Emerging Markets, Series 63, Valuation, Financial Markets, Corporate Finance, Venture Capital, Investor Relations, Bloomberg Terminal, Options, IPO
Education
University of San Francisco 2014 — 2016
Master's Degree, Master of Science in Financial Analysis
University of California, Irvine 1999 — 2004
BA, Economics and Management
Bloomberg TRADEBOOK January 2014 - Present
Singular Research January 2013 - December 2013
Roth Capital Partners November 2008 - December 2012
White Residential, Inc. October 2006 - October 2008
FBR Capital Markets February 2004 - August 2006
Skills
Equity Research, Equity Valuation, Equities, Capital Markets, Investment Banking, Bloomberg, Financial Analysis, Financial Modeling, Series 7, Hedge Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Fixed Income, Private Equity, Trading, Equity Trading, Securities, Emerging Markets, Series 63, Valuation, Financial Markets, Corporate Finance, Venture Capital, Investor Relations, Bloomberg Terminal, Options, IPO
Education
University of San Francisco 2014 — 2016
Master's Degree, Master of Science in Financial Analysis
University of California, Irvine 1999 — 2004
BA, Economics and Management
Steve Radanovic Steve Radanovic's FBR Capital Markets Experience 2004 - 2007
Job Chief Financial Officer at Sigma Space
Industry Aviation & Aerospace
Experience
Sigma Space January 2012 - Present
Sigma Space January 2011 - December 2011
Hook & Ladder Brewing Company 2009 - 2011
BB&T Capital Markets 2008 - 2009
The Bear Companies, LLC 2007 - 2007
FBR Capital Markets 2004 - 2007
JPMorgan Chase Vastera 2001 - 2004
Accenture, Ltd 1997 - 2001
Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Bucknell University
BS, Chemical Engineering
Sigma Space January 2012 - Present
Sigma Space January 2011 - December 2011
Hook & Ladder Brewing Company 2009 - 2011
BB&T Capital Markets 2008 - 2009
The Bear Companies, LLC 2007 - 2007
FBR Capital Markets 2004 - 2007
JPMorgan Chase Vastera 2001 - 2004
Accenture, Ltd 1997 - 2001
Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Bucknell University
BS, Chemical Engineering
Maria Seredina Maria Seredina's FBR Capital Markets Experience 2009 - 2010
Job M&A at Zillow Group
Industry Internet
Experience
Zillow Group September 2014 - Present
MetaProp NYC June 2015 - Present
Elmspring Chicago April 2015 - Present
Zillow 2013 - 2014
Goldman Sachs 2011 - 2012
Canaccord Genuity 2010 - 2011
FBR Capital Markets 2009 - 2010
Banc of America Securities - Merrill Lynch 2008 - 2009
Citi Investment Research 2007 - 2007
Metzler Bank 2006 - 2006
Skills
E-commerce, Fundamental Research, Entrepreneurship, Venture Capital, Online Advertising, Private Equity, Research, Investor Relations, Business Strategy, Equity Research, Start-ups, Strategy, Financial Modeling, Corporate Development, Valuation, Mergers & Acquisitions, Corporate Finance, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S. in Economics, B.A. in International Studies, Magna cum laude
Urban Yoga Spa 2014 — 2014
200-hour Power Vinyasa teacher training (RYS 200)
The Goethe University Frankfurt 2006 — 2006
Study Abroad
Middlebury College 2004 — 2004
German Language School
Zillow Group September 2014 - Present
MetaProp NYC June 2015 - Present
Elmspring Chicago April 2015 - Present
Zillow 2013 - 2014
Goldman Sachs 2011 - 2012
Canaccord Genuity 2010 - 2011
FBR Capital Markets 2009 - 2010
Banc of America Securities - Merrill Lynch 2008 - 2009
Citi Investment Research 2007 - 2007
Metzler Bank 2006 - 2006
Skills
E-commerce, Fundamental Research, Entrepreneurship, Venture Capital, Online Advertising, Private Equity, Research, Investor Relations, Business Strategy, Equity Research, Start-ups, Strategy, Financial Modeling, Corporate Development, Valuation, Mergers & Acquisitions, Corporate Finance, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S. in Economics, B.A. in International Studies, Magna cum laude
Urban Yoga Spa 2014 — 2014
200-hour Power Vinyasa teacher training (RYS 200)
The Goethe University Frankfurt 2006 — 2006
Study Abroad
Middlebury College 2004 — 2004
German Language School
Doug Pagliaro's FBR Capital Markets Experience 1992 - 2000
Job Senior Vice President / Director, FDIC Sweep at UMB Bank
Industry Financial Services
Experience
UMB Bank November 2010 - Present
FBR Capital Markets 1992 - 2000
Education
The George Washington University 1989 — 1993
BBA, Finance
UMB Bank November 2010 - Present
FBR Capital Markets 1992 - 2000
Education
The George Washington University 1989 — 1993
BBA, Finance
Nyere Hollingsworth Nyere Hollingsworth's FBR Capital Markets Experience January 2007 - May 2009
Job at The Advisory Board Company
Industry Information Technology and Services
Experience
The Advisory Board Company May 2014 - Present
Zane Networks May 2009 - May 2014
FBR Capital Markets January 2007 - May 2009
FBR February 2005 - January 2007
Georgia Institute of Technology January 2000 - June 2004
Dobbins Air Reserve Base 2001 - 2004
Skills
Project Management, Business Analysis, Vendor Relationships, Video Conferencing, Technical Writing, Technical Support, Hands-on Training, Technology Needs..., Process Improvement, Program Management, Vendor Management, Troubleshooting, Requirements Gathering, Analysis, Management, Windows, Requirements Analysis, Software Documentation, Telecommunications, Integration, Information Technology, Team Leadership, Enterprise Software, Training, Leadership, Quality Assurance, CRM, IT Management, Data Center, Security, IT Strategy, Software Project..., SDLC, Project Portfolio..., Visio, ITIL, Business Intelligence, Business Process..., IT Service Management, Databases, Cross-functional Team..., System Deployment, Consulting, Testing
Education
University of Maryland University College 2006 — 2009
Master of Science
Georgia Institute of Technology 1999 — 2003
Bachelor of Science
The Advisory Board Company May 2014 - Present
Zane Networks May 2009 - May 2014
FBR Capital Markets January 2007 - May 2009
FBR February 2005 - January 2007
Georgia Institute of Technology January 2000 - June 2004
Dobbins Air Reserve Base 2001 - 2004
Skills
Project Management, Business Analysis, Vendor Relationships, Video Conferencing, Technical Writing, Technical Support, Hands-on Training, Technology Needs..., Process Improvement, Program Management, Vendor Management, Troubleshooting, Requirements Gathering, Analysis, Management, Windows, Requirements Analysis, Software Documentation, Telecommunications, Integration, Information Technology, Team Leadership, Enterprise Software, Training, Leadership, Quality Assurance, CRM, IT Management, Data Center, Security, IT Strategy, Software Project..., SDLC, Project Portfolio..., Visio, ITIL, Business Intelligence, Business Process..., IT Service Management, Databases, Cross-functional Team..., System Deployment, Consulting, Testing
Education
University of Maryland University College 2006 — 2009
Master of Science
Georgia Institute of Technology 1999 — 2003
Bachelor of Science
Chris Patrick's FBR Capital Markets Experience June 2007 - March 2008
Job Sr. Manager, Risk Management at SC&H Group, LLC
Industry Financial Services
Experience
SC&H Group 2008 - Present
NOVA IIA May 2014 - Present
FBR Capital Markets June 2007 - March 2008
FBR Captial Markets January 2004 - June 2007
Protiviti 2004 - 2005
Skills
Internal Audit, Sarbanes Oxley (SOX), Process Improvement, Sarbanes-Oxley Act, Risk Management, Accounting, Sarbanes-Oxley, Enterprise Risk..., Internal Controls, Financial Modeling, Financial Analysis, Managerial Finance, Financial Accounting, US GAAP, General Ledger, Consolidation, Financial Reporting, Auditing, Finance, Financial Risk, Management, Risk Assessment, Consulting, Banking
Education
Ferrum College 1998 — 2002
Bachelor of Science, Finance/Accounting
Thomas Stone high school 1994 — 1998
Accounting
SC&H Group 2008 - Present
NOVA IIA May 2014 - Present
FBR Capital Markets June 2007 - March 2008
FBR Captial Markets January 2004 - June 2007
Protiviti 2004 - 2005
Skills
Internal Audit, Sarbanes Oxley (SOX), Process Improvement, Sarbanes-Oxley Act, Risk Management, Accounting, Sarbanes-Oxley, Enterprise Risk..., Internal Controls, Financial Modeling, Financial Analysis, Managerial Finance, Financial Accounting, US GAAP, General Ledger, Consolidation, Financial Reporting, Auditing, Finance, Financial Risk, Management, Risk Assessment, Consulting, Banking
Education
Ferrum College 1998 — 2002
Bachelor of Science, Finance/Accounting
Thomas Stone high school 1994 — 1998
Accounting
Brian Coyne Brian Coyne's FBR Capital Markets Experience March 2004 - August 2008
Job VP Investor Relations & Financial Planning at Fusion
Industry Information Services
Experience
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
Heath P. Terry, CFA Heath P. Terry, CFA's FBR Capital Markets Experience August 2008 - October 2010
Job Internet Equity Research Analyst
Industry Financial Services
Experience
Goldman Sachs October 2011 - Present
Canaccord Genuity Inc. November 2010 - October 2011
FBR Capital Markets August 2008 - October 2010
Credit Suisse June 1999 - May 2008
Merrill Lynch July 1996 - June 1999
@Cafe 1995 - 1995
Skills
Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Investments, Asset Managment, Portfolio Management, Competitive Analysis, Corporate Development, Strategy, Hedge Funds, Securities, Venture Capital, Investor Relations, Equity Valuation, Asset Management, Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 2003 — 2005
Masters, Business Administration
University of Alabama 1992 — 1996
BS, Finance: Investment Management
Goldman Sachs October 2011 - Present
Canaccord Genuity Inc. November 2010 - October 2011
FBR Capital Markets August 2008 - October 2010
Credit Suisse June 1999 - May 2008
Merrill Lynch July 1996 - June 1999
@Cafe 1995 - 1995
Skills
Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Investments, Asset Managment, Portfolio Management, Competitive Analysis, Corporate Development, Strategy, Hedge Funds, Securities, Venture Capital, Investor Relations, Equity Valuation, Asset Management, Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 2003 — 2005
Masters, Business Administration
University of Alabama 1992 — 1996
BS, Finance: Investment Management
Annmarie Cellino Annmarie Cellino's FBR Capital Markets Experience May 2008 - August 2008
Job Associate Attorney at The Vance Law Firm
Industry Law Practice
Experience
The Vance Law Firm January 2015 - Present
The Vance Law Firm October 2013 - January 2015
University at Buffalo June 2013 - September 2013
University at Buffalo September 2012 - May 2013
Nichols School JV November 2010 - March 2013
Paladino, Cavan, Quinlivan & Pierce / Ellicott Development Company June 2012 - August 2012
Accent Stripe May 2011 - August 2011
Trinity College September 2009 - May 2010
FBR Capital Markets May 2008 - August 2008
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Statistics, Analysis, Data Analysis, Leadership, Public Speaking, Financial Analysis, Teamwork, Microsoft Word
Education
State University of New York at Buffalo - School of Management 2011 — 2014
M.B.A.
State University of New York at Buffalo - Law School 2010 — 2014
J.D.
Middlebury College 2005 — 2009
B.A.
The Vance Law Firm January 2015 - Present
The Vance Law Firm October 2013 - January 2015
University at Buffalo June 2013 - September 2013
University at Buffalo September 2012 - May 2013
Nichols School JV November 2010 - March 2013
Paladino, Cavan, Quinlivan & Pierce / Ellicott Development Company June 2012 - August 2012
Accent Stripe May 2011 - August 2011
Trinity College September 2009 - May 2010
FBR Capital Markets May 2008 - August 2008
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Statistics, Analysis, Data Analysis, Leadership, Public Speaking, Financial Analysis, Teamwork, Microsoft Word
Education
State University of New York at Buffalo - School of Management 2011 — 2014
M.B.A.
State University of New York at Buffalo - Law School 2010 — 2014
J.D.
Middlebury College 2005 — 2009
B.A.
Jeff Bush Jeff Bush's FBR Capital Markets Experience June 2010 - December 2011
Job Koch Industries Inc.
Industry Venture Capital & Private Equity
Experience
Koch Industries August 2015 - Present
Summer Street Capital Partners June 2014 - July 2015
DeltaPoint Capital Management July 2012 - June 2014
FBR Capital Markets June 2010 - December 2011
Citigroup June 2009 - August 2009
Skills
Bloomberg, SNL, Capital IQ, EDGAR filings, Microsoft Office, Valuation, Investment Banking, Private Equity, Mergers & Acquisitions, Value Investing, Financial Modeling, LBO
Education
Ithaca College 2006 — 2010
Bachelors of Science, Business Administration; Finance and Applied Economics
Univerzita Karlova v Praze 2009 — 2009
Brockport High School
Koch Industries August 2015 - Present
Summer Street Capital Partners June 2014 - July 2015
DeltaPoint Capital Management July 2012 - June 2014
FBR Capital Markets June 2010 - December 2011
Citigroup June 2009 - August 2009
Skills
Bloomberg, SNL, Capital IQ, EDGAR filings, Microsoft Office, Valuation, Investment Banking, Private Equity, Mergers & Acquisitions, Value Investing, Financial Modeling, LBO
Education
Ithaca College 2006 — 2010
Bachelors of Science, Business Administration; Finance and Applied Economics
Univerzita Karlova v Praze 2009 — 2009
Brockport High School
Cindy Van Riper Cindy Van Riper's FBR Capital Markets Experience May 2007 - September 2008
Job Senior Manager, Talent Acquisition at SRA International
Industry Management Consulting
Experience
SRA International February 2015 - Present
Deloitte Consulting 2008 - 2015
FBR Capital Markets May 2007 - September 2008
Fannie Mae January 2005 - May 2007
Booz Allen Hamilton 2004 - 2005
Booz Allen Hamilton 1999 - 2004
Louisburg College 1995 - 1996
Skills
Workforce Planning, Talent Management, Management Consulting, Organizational Design, Talent Acquisition, Performance Management, Applicant Tracking..., Human Capital, Recruiting, Change Management, Organizational..., College Recruiting, Organizational..., Technical Recruiting, Program Management
Education
Appalachian State University 1996 — 1998
MA, Higher Education Administration
University of North Carolina at Wilmington 1991 — 1995
BA, English
SRA International February 2015 - Present
Deloitte Consulting 2008 - 2015
FBR Capital Markets May 2007 - September 2008
Fannie Mae January 2005 - May 2007
Booz Allen Hamilton 2004 - 2005
Booz Allen Hamilton 1999 - 2004
Louisburg College 1995 - 1996
Skills
Workforce Planning, Talent Management, Management Consulting, Organizational Design, Talent Acquisition, Performance Management, Applicant Tracking..., Human Capital, Recruiting, Change Management, Organizational..., College Recruiting, Organizational..., Technical Recruiting, Program Management
Education
Appalachian State University 1996 — 1998
MA, Higher Education Administration
University of North Carolina at Wilmington 1991 — 1995
BA, English
Christopher Taylor, CFA Christopher Taylor, CFA's FBR Capital Markets Experience June 2010 - October 2011
Job CFO & Internet Manager, LiLac Chocolates
Industry Investment Banking
Experience
Patton Hall, LLC August 2012 - Present
Li-Lac Chocolates 2011 - Present
FBR Capital Markets June 2010 - October 2011
Evergreen (Wells-Fargo) July 2007 - June 2010
ING Barings 1998 - 2002
Skills
Valuation, High Yield, Capital Markets, Mergers, Investments, Investment Banking, Fixed Income, Hedge Funds, Strategy
Education
George State University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
The University of Georgia 1980 — 1983
Bachelor's degree, Political Science
Patton Hall, LLC August 2012 - Present
Li-Lac Chocolates 2011 - Present
FBR Capital Markets June 2010 - October 2011
Evergreen (Wells-Fargo) July 2007 - June 2010
ING Barings 1998 - 2002
Skills
Valuation, High Yield, Capital Markets, Mergers, Investments, Investment Banking, Fixed Income, Hedge Funds, Strategy
Education
George State University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
The University of Georgia 1980 — 1983
Bachelor's degree, Political Science
Steven Hollenkamp Steven Hollenkamp's FBR Capital Markets Experience May 2011 - November 2012
Job Cocktail Caviar Brands
Industry Higher Education
Experience
Cocktail Caviar Brands September 2012 - Present
FBR Capital Markets May 2011 - November 2012
Center on Budget and Policy Priorities May 2010 - July 2010
Greenpeace June 2006 - July 2007
Merrill Lynch May 2005 - October 2006
UBS Paine-Webber May 2003 - August 2004
Skills
Economics, Financial Modeling, Microsoft Excel, Policy, Leadership, Data Analysis, Valuation, Fundraising, Research
Education
Columbia University, School of International and Public AffairsNew 2009 — 2011
Masters, Public Administration
National University of Singapore, Lee Kuan Yew School of Public Policy 2009 — 2011
Masters, Public Policy
University of Florida - Warrington College of Business Administration 2002 — 2006
Bachelor of Arts, Finance
Durant High School
Cocktail Caviar Brands September 2012 - Present
FBR Capital Markets May 2011 - November 2012
Center on Budget and Policy Priorities May 2010 - July 2010
Greenpeace June 2006 - July 2007
Merrill Lynch May 2005 - October 2006
UBS Paine-Webber May 2003 - August 2004
Skills
Economics, Financial Modeling, Microsoft Excel, Policy, Leadership, Data Analysis, Valuation, Fundraising, Research
Education
Columbia University, School of International and Public AffairsNew 2009 — 2011
Masters, Public Administration
National University of Singapore, Lee Kuan Yew School of Public Policy 2009 — 2011
Masters, Public Policy
University of Florida - Warrington College of Business Administration 2002 — 2006
Bachelor of Arts, Finance
Durant High School
Andrew Berens, MD, MBA Andrew Berens, MD, MBA's FBR Capital Markets Experience May 2014 - Present
Job Senior Biotechnology Analyst, Senior Vice President at FBR Capital Markets
Industry Pharmaceuticals
Experience
FBR Capital Markets May 2014 - Present
Bloomberg October 2009 - May 2014
Ikaria Pharmaceuticals April 2009 - October 2009
Merrill Lynch May 2007 - April 2009
Citigroup July 2005 - May 2007
Medcorp, LLC March 1994 - February 2005
Skills
Equity Research, Valuation, Biotechnology, Pharmaceutical Industry, Strategy, Healthcare, Financial Services, Medicine, Pharmacueticals, Financial Modeling, Venture Capital, Mergers, Investment Banking, Equities, Analysis, Bloomberg, Clinical Research, Due Diligence, Corporate Development, Private Equity, Business Development, Entrepreneurship, Investments
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance, Strategy, Valuation
London Business School 2003 — 2005
MBA, Finance, Strategy
Emory University School of Medicine 1987 — 1991
MD, medicine
FBR Capital Markets May 2014 - Present
Bloomberg October 2009 - May 2014
Ikaria Pharmaceuticals April 2009 - October 2009
Merrill Lynch May 2007 - April 2009
Citigroup July 2005 - May 2007
Medcorp, LLC March 1994 - February 2005
Skills
Equity Research, Valuation, Biotechnology, Pharmaceutical Industry, Strategy, Healthcare, Financial Services, Medicine, Pharmacueticals, Financial Modeling, Venture Capital, Mergers, Investment Banking, Equities, Analysis, Bloomberg, Clinical Research, Due Diligence, Corporate Development, Private Equity, Business Development, Entrepreneurship, Investments
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance, Strategy, Valuation
London Business School 2003 — 2005
MBA, Finance, Strategy
Emory University School of Medicine 1987 — 1991
MD, medicine
Richard M. Anderson Richard M. Anderson's FBR Capital Markets Experience January 2000 - December 2001
Job Managing Director at Moss Adams Capital LLC
Industry Investment Banking
Experience
Moss Adams Capital LLC 2002 - Present
Moss Adams Capital LLC 2002 - Present
FBR Capital Markets January 2000 - December 2001
Skills
Corporate Finance, Mergers, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Investment Banking, Financial Advisory, Sell Side, Venture Capital, Business Valuation, Management, Valuation, Private Placements, Equities, IPO, Restructuring
Education
Pepperdine University 1985 — 1987
MBA, Management
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Management
The Ohio State University 1980 — 1983
Moss Adams Capital LLC 2002 - Present
Moss Adams Capital LLC 2002 - Present
FBR Capital Markets January 2000 - December 2001
Skills
Corporate Finance, Mergers, Due Diligence, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Investment Banking, Financial Advisory, Sell Side, Venture Capital, Business Valuation, Management, Valuation, Private Placements, Equities, IPO, Restructuring
Education
Pepperdine University 1985 — 1987
MBA, Management
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Management
The Ohio State University 1980 — 1983
Joshua Morehouse Joshua Morehouse's FBR Capital Markets Experience February 2007 - August 2007
Job Technical Manager at Brown Advisory
Industry Information Technology and Services
Experience
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Jeff Conn Jeff Conn's FBR Capital Markets Experience June 2008 - March 2010
Job
Industry Investment Banking
Experience
The McLean Group June 2010 - Present
FBR Capital Markets June 2008 - March 2010
Georgetown University August 2006 - May 2008
FBR Capital Markets June 2007 - August 2007
CGI Federal August 2000 - May 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Venture Capital, Business Strategy, Equities, Investments, Portfolio Management, Management Consulting, Business Analysis, Strategic Planning, Business Valuation, Corporate Development, Mergers & Acquisitions, M&A experience, LBO, Equity Research, Risk Management, Emerging Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
William & Mary 1996 — 2000
B.A., Economics
St. Christopher's School 1992 — 1996
The McLean Group June 2010 - Present
FBR Capital Markets June 2008 - March 2010
Georgetown University August 2006 - May 2008
FBR Capital Markets June 2007 - August 2007
CGI Federal August 2000 - May 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Venture Capital, Business Strategy, Equities, Investments, Portfolio Management, Management Consulting, Business Analysis, Strategic Planning, Business Valuation, Corporate Development, Mergers & Acquisitions, M&A experience, LBO, Equity Research, Risk Management, Emerging Markets
Education
Georgetown University - The McDonough School of Business 2006 — 2008
MBA
William & Mary 1996 — 2000
B.A., Economics
St. Christopher's School 1992 — 1996
Chelle Folts Winslow's FBR Capital Markets Experience February 2001 - February 2008
Job Chelle Folts Winslow is the Creative Director at Steben & Company, Inc.
Industry Marketing and Advertising
Experience
Steben & Company, Inc. November 2009 - Present
Chellerie LLC February 2008 - Present
FBR Capital Markets February 2001 - February 2008
Friedman, Billings, Ramsey Group, Inc. May 2000 - February 2001
cR StuDiO August 1998 - May 2000
SAGA Software January 1998 - August 1998
Software AG September 1996 - January 1998
DSDJ, Inc. June 1996 - September 1996
Software AG August 1992 - March 1996
Omnicom, Inc. May 1986 - July 1992
Skills
Corporate Branding, Corporate Identity, Creative Direction, Branding & Identity, Art Direction, Graphic Design, Design Standards, Event Creative, Print Production..., Production Coordination, Advertising, Collateral, Print Collateral, Brochures, Photography, Lightroom, Web Development, Web Design, CMS, Logo Design, Adobe CS6, InDesign, Illustrator, Photoshop, HTML, CSS, Typography, Color Theory, Microsoft Office, Email Marketing, Email Marketing Software, StrongMail, Silverpop, MailChimp, Signage Design, WordPress, Digital Media, Brainshark, Graphics, Adobe Creative Suite
Education
Longwood University 1983 — 1986
Foreign Languages & Graphic Design
Congressional Schools of Virginia 1981 — 1983
Steben & Company, Inc. November 2009 - Present
Chellerie LLC February 2008 - Present
FBR Capital Markets February 2001 - February 2008
Friedman, Billings, Ramsey Group, Inc. May 2000 - February 2001
cR StuDiO August 1998 - May 2000
SAGA Software January 1998 - August 1998
Software AG September 1996 - January 1998
DSDJ, Inc. June 1996 - September 1996
Software AG August 1992 - March 1996
Omnicom, Inc. May 1986 - July 1992
Skills
Corporate Branding, Corporate Identity, Creative Direction, Branding & Identity, Art Direction, Graphic Design, Design Standards, Event Creative, Print Production..., Production Coordination, Advertising, Collateral, Print Collateral, Brochures, Photography, Lightroom, Web Development, Web Design, CMS, Logo Design, Adobe CS6, InDesign, Illustrator, Photoshop, HTML, CSS, Typography, Color Theory, Microsoft Office, Email Marketing, Email Marketing Software, StrongMail, Silverpop, MailChimp, Signage Design, WordPress, Digital Media, Brainshark, Graphics, Adobe Creative Suite
Education
Longwood University 1983 — 1986
Foreign Languages & Graphic Design
Congressional Schools of Virginia 1981 — 1983
Casey Toggweiler Casey Toggweiler's FBR Capital Markets Experience September 2009 - Present
Job Vice President, FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets September 2009 - Present
RJ Rockers Brewing Co. February 2009 - August 2009
Education
Clemson University 2005 — 2009
Marketing
FBR Capital Markets September 2009 - Present
RJ Rockers Brewing Co. February 2009 - August 2009
Education
Clemson University 2005 — 2009
Marketing
Arul Anton Arul Anton's FBR Capital Markets Experience January 2010 - November 2011
Job Oracle VCP Tech Lead at Gentex Corporation
Industry Computer Software
Experience
Gentex Corporation December 2011 - Present
FBR Capital Markets January 2010 - November 2011
Stowers Institute for Medical Research February 2009 - December 2009
APC Inc September 2008 - January 2009
AT&T Global Services(USi Internetworking- APPSHOP) 2004 - June 2008
USi ( USinternetworking Ltd ) 2004 - 2008
Skills
Oracle E-Business Suite, Oracle Applications, Oracle, BI Publisher, Accounts Payable, Financials, XML, SQL, Databases, PL/SQL, ERP, SDLC
Education
Bharathidasan University 2000 — 2002
Master of Science (M.S.), Computer Science
St. Xavier's College 1997 — 2000
Bachelor of Science (B.Sc.), Computer Science
Gentex Corporation December 2011 - Present
FBR Capital Markets January 2010 - November 2011
Stowers Institute for Medical Research February 2009 - December 2009
APC Inc September 2008 - January 2009
AT&T Global Services(USi Internetworking- APPSHOP) 2004 - June 2008
USi ( USinternetworking Ltd ) 2004 - 2008
Skills
Oracle E-Business Suite, Oracle Applications, Oracle, BI Publisher, Accounts Payable, Financials, XML, SQL, Databases, PL/SQL, ERP, SDLC
Education
Bharathidasan University 2000 — 2002
Master of Science (M.S.), Computer Science
St. Xavier's College 1997 — 2000
Bachelor of Science (B.Sc.), Computer Science
Ali Nesson Ali Nesson's FBR Capital Markets Experience 2005 - July 2010
Job Sitecore Lead Software Engineer at EPAM
Industry Information Technology and Services
Experience
EPAM Systems August 2015 - Present
TrophyRings January 2015 - Present
NavigationArts January 2011 - Present
NavigationArts September 2010 - December 2010
FBR Capital Markets 2005 - July 2010
Booz Allen Hamilton 2003 - 2005
MarketMosaic 2001 - 2002
Accenture 1999 - 2001
Skills
ASP.NET, Sitecore, Enterprise Architecture, .NET, CMS, Web Development, Visual Studio, Requirements Gathering, AJAX, Microsoft SQL Server, User Experience, Requirements Analysis, IIS, ASP, C#, Web Applications, Integration
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1999
B.S., Information Technology
EPAM Systems August 2015 - Present
TrophyRings January 2015 - Present
NavigationArts January 2011 - Present
NavigationArts September 2010 - December 2010
FBR Capital Markets 2005 - July 2010
Booz Allen Hamilton 2003 - 2005
MarketMosaic 2001 - 2002
Accenture 1999 - 2001
Skills
ASP.NET, Sitecore, Enterprise Architecture, .NET, CMS, Web Development, Visual Studio, Requirements Gathering, AJAX, Microsoft SQL Server, User Experience, Requirements Analysis, IIS, ASP, C#, Web Applications, Integration
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1999
B.S., Information Technology
Maureen (Williams) Evelyn, CPP Maureen (Williams) Evelyn, CPP's FBR Capital Markets Experience April 2004 - August 2011
Job Sr. Manager, Payroll & Compensation at International Capital and Management Company
Industry Management Consulting
Experience
International Capital and Management Company July 2013 - Present
Marine Spill Response Corporation August 2011 - July 2013
FBR Capital Markets April 2004 - August 2011
RTI International 2007 - 2007
Riggs Bank February 2001 - August 2004
International Union of Bricklayers and Allied Craftworkers September 1999 - April 2001
USA TODAY April 1984 - February 1996
AllState Courier 1980 - 1984
Skills
ADP, Payroll, HRIS, Benefits, Accounts Payable, Garnishments, Multi-state Payroll, Payroll Taxes, Payroll Software, Payroll Processing, UltiPro HRMS, Cognos, ADP Payroll, General Ledger, Excel, Compliance, Accounting, SOX, Compensation, Ceridian, Word, Reconciliation, Oracle, Cyborg, Data Conversion, Certified Payroll, Ultipro, 401k, Accruals, Process Improvement, Tax, Microsoft Word, Employee Benefits, Management, Human Resources, Account Reconciliation, Multi-State Sales Tax, Sarbanes-Oxley Act, Deferred Compensation, Microsoft Excel, Compensation, Multi-state Payroll..., Onboarding, Oracle E-Business Suite
Education
Northern Virginia Community College
International Capital and Management Company July 2013 - Present
Marine Spill Response Corporation August 2011 - July 2013
FBR Capital Markets April 2004 - August 2011
RTI International 2007 - 2007
Riggs Bank February 2001 - August 2004
International Union of Bricklayers and Allied Craftworkers September 1999 - April 2001
USA TODAY April 1984 - February 1996
AllState Courier 1980 - 1984
Skills
ADP, Payroll, HRIS, Benefits, Accounts Payable, Garnishments, Multi-state Payroll, Payroll Taxes, Payroll Software, Payroll Processing, UltiPro HRMS, Cognos, ADP Payroll, General Ledger, Excel, Compliance, Accounting, SOX, Compensation, Ceridian, Word, Reconciliation, Oracle, Cyborg, Data Conversion, Certified Payroll, Ultipro, 401k, Accruals, Process Improvement, Tax, Microsoft Word, Employee Benefits, Management, Human Resources, Account Reconciliation, Multi-State Sales Tax, Sarbanes-Oxley Act, Deferred Compensation, Microsoft Excel, Compensation, Multi-state Payroll..., Onboarding, Oracle E-Business Suite
Education
Northern Virginia Community College
Ben Barr Ben Barr's FBR Capital Markets Experience May 2008 - August 2008
Job Manager, Financial Planning at Southcross Energy
Industry Oil & Energy
Experience
Southcross Energy January 2014 - Present
Alvarez & Marsal Business Consulting, LLC June 2011 - January 2014
AlixPartners May 2009 - June 2011
FBR Capital Markets May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Inventory Management, Financial Reporting, Financial Planning, Financial Forecasting, Cash Flow Forecasting, Liquidity Management, Liquidity Analysis, Budget Process, Operating Budgets, Capital Budgeting, Budget Reconciliation, Management Consulting, Business Valuation, Strategic Financial..., Business Process..., Restructuring, Financial Statement..., Financial Accounting, Managerial Finance, Performance Improvement, Business Planning, Corporate Finance, Acquisition Integration
Education
University of Arkansas 2005 — 2009
BSBA, Finance
Lakeside High School 2002 — 2005
Southcross Energy January 2014 - Present
Alvarez & Marsal Business Consulting, LLC June 2011 - January 2014
AlixPartners May 2009 - June 2011
FBR Capital Markets May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Inventory Management, Financial Reporting, Financial Planning, Financial Forecasting, Cash Flow Forecasting, Liquidity Management, Liquidity Analysis, Budget Process, Operating Budgets, Capital Budgeting, Budget Reconciliation, Management Consulting, Business Valuation, Strategic Financial..., Business Process..., Restructuring, Financial Statement..., Financial Accounting, Managerial Finance, Performance Improvement, Business Planning, Corporate Finance, Acquisition Integration
Education
University of Arkansas 2005 — 2009
BSBA, Finance
Lakeside High School 2002 — 2005
James Chiffons's FBR Capital Markets Experience November 2004 - January 2007
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
Rob MacKenzie Rob MacKenzie's FBR Capital Markets Experience May 2008 - July 2013
Job Director of Research at Iberia Capital Partners
Industry Financial Services
Experience
Iberia Capital Partners July 2013 - Present
FBR Capital Markets May 2008 - July 2013
FBR September 2002 - May 2008
Citigroup May 2000 - September 2002
Southcoast Capital (Now Capital One Southcoast) May 1999 - May 2000
Schlumberger August 1993 - May 1999
Education
Tulane University - A.B. Freeman School of Business 1996 — 1999
MBA
Queen's University 1989 — 1993
BSc
Appleby College 1983 — 1988
High School
Iberia Capital Partners July 2013 - Present
FBR Capital Markets May 2008 - July 2013
FBR September 2002 - May 2008
Citigroup May 2000 - September 2002
Southcoast Capital (Now Capital One Southcoast) May 1999 - May 2000
Schlumberger August 1993 - May 1999
Education
Tulane University - A.B. Freeman School of Business 1996 — 1999
MBA
Queen's University 1989 — 1993
BSc
Appleby College 1983 — 1988
High School
Tim Wells Tim Wells's FBR Capital Markets Experience October 2006 - August 2008
Job Management Consultant at Computer Sciences Corporation
Industry Government Administration
Experience
DEPARTMENT OF HOMELAND SECURITY (CSC Contractor) June 2011 - Present
THE INSTITUTE OF WORLD POLITICS January 2009 - December 2012
VIGILANT EAGLE SOLUTIONS (Independent Contractor) May 2011 - October 2011
INSTITUTE OF TERRORISM RESEARCH & RESPONSE June 2010 - September 2010
FBR CAPITAL MARKETS October 2006 - August 2008
FBR CAPITAL MARKETS June 2004 - October 2006
Skills
Business Process..., Strategic Planning, Intelligence Analysis, Analysis, Financial Modeling, Research, Sales, Microsoft Excel, Management Consulting, Risk Management, Leadership, Management, CRM, Business Development, Strategy, Financial Analysis, Government, Policy, Program Management, Project Management, Consulting, Business Strategy, Proposal Writing
Education
Institute of World Politics 2009 — 2012
Graduate Certificate in Intelligence, Intelligence, 3.8
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Master, Business Administration
Washington and Lee University 2000 — 2004
Bachelor of Science, Business Administration
Georgetown Prep 1996 — 2000
DEPARTMENT OF HOMELAND SECURITY (CSC Contractor) June 2011 - Present
THE INSTITUTE OF WORLD POLITICS January 2009 - December 2012
VIGILANT EAGLE SOLUTIONS (Independent Contractor) May 2011 - October 2011
INSTITUTE OF TERRORISM RESEARCH & RESPONSE June 2010 - September 2010
FBR CAPITAL MARKETS October 2006 - August 2008
FBR CAPITAL MARKETS June 2004 - October 2006
Skills
Business Process..., Strategic Planning, Intelligence Analysis, Analysis, Financial Modeling, Research, Sales, Microsoft Excel, Management Consulting, Risk Management, Leadership, Management, CRM, Business Development, Strategy, Financial Analysis, Government, Policy, Program Management, Project Management, Consulting, Business Strategy, Proposal Writing
Education
Institute of World Politics 2009 — 2012
Graduate Certificate in Intelligence, Intelligence, 3.8
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Master, Business Administration
Washington and Lee University 2000 — 2004
Bachelor of Science, Business Administration
Georgetown Prep 1996 — 2000
Brad Aitken Brad Aitken's FBR Capital Markets Experience February 2007 - February 2008
Job Founder of Brilliant Smiles Dental Group
Industry Hospital & Health Care
Experience
Brilliant Smiles Dental Group February 2008 - Present
FBR Capital Markets February 2007 - February 2008
Legacy Partners Group August 2004 - January 2007
Conway, Del Genio, Gries & Co., LLC September 2001 - July 2004
Credit Suisse First Boston July 1998 - June 2001
Skills
Dentistry, Financial Analysis, Healthcare, Investment Banking, Investments, Management, Mergers, Strategic Planning, Training, Customer Service
Education
Duke University 1994 — 1998
BA, Economics
Brilliant Smiles Dental Group February 2008 - Present
FBR Capital Markets February 2007 - February 2008
Legacy Partners Group August 2004 - January 2007
Conway, Del Genio, Gries & Co., LLC September 2001 - July 2004
Credit Suisse First Boston July 1998 - June 2001
Skills
Dentistry, Financial Analysis, Healthcare, Investment Banking, Investments, Management, Mergers, Strategic Planning, Training, Customer Service
Education
Duke University 1994 — 1998
BA, Economics
Jim Keeley Jim Keeley's FBR Capital Markets Experience 2006 - 2008
Job Experienced Financial Executive
Industry Accounting
Experience
Primus Telecommunications Group, Inc. (NYSE: PTGI) 2009 - 2013
FBR Capital Markets 2006 - 2008
3SI Security Systems 2003 - 2006
David's Bridal 1998 - 2003
Pep Boy's 1991 - 1998
Skills
Finance, Financial Reporting, Management, Leadership, Accounting
Education
Fairmont State University
BS, Accounting
Primus Telecommunications Group, Inc. (NYSE: PTGI) 2009 - 2013
FBR Capital Markets 2006 - 2008
3SI Security Systems 2003 - 2006
David's Bridal 1998 - 2003
Pep Boy's 1991 - 1998
Skills
Finance, Financial Reporting, Management, Leadership, Accounting
Education
Fairmont State University
BS, Accounting
Sam Gerber Sam Gerber's FBR Capital Markets Experience July 2009 - July 2012
Job Corporate Strategy at Consol Energy
Industry Financial Services
Experience
Consol Energy June 2014 - Present
Carnegie Mellon University Investment Office May 2013 - August 2013
FBR Capital Markets July 2009 - July 2012
Skills
Financial Modeling, Equities, Mutual Funds, Hedge Funds, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
BS, Business Economics and Public Policy
Consol Energy June 2014 - Present
Carnegie Mellon University Investment Office May 2013 - August 2013
FBR Capital Markets July 2009 - July 2012
Skills
Financial Modeling, Equities, Mutual Funds, Hedge Funds, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
BS, Business Economics and Public Policy
Eric Field Eric Field's FBR Capital Markets Experience 2003 - 2010
Job Director of Capital Markets Compliance at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2011 - Present
Robert W. Baird & Co. 2010 - 2011
FBR Capital Markets 2003 - 2010
FINRA (formerly NASD) 2000 - 2003
State Farm Insurance 1997 - 2000
Skills
Compliance Management, Regulatory Strategy, Capital Markets, Regulatory Submissions, Development Of Policies, Regulatory Risk, Implementation Of..., Regulatory Reporting, Strategy, Trading, Trading Systems, Regulations, Fixed Income, Policy, Insurance, Equities, Options, Banking, FINRA
Education
The Johns Hopkins University - Carey Business School
Master of Science (M.S.)
West Virginia University
Bachelor of Science (B.S.)
Robert W. Baird & Co. July 2011 - Present
Robert W. Baird & Co. 2010 - 2011
FBR Capital Markets 2003 - 2010
FINRA (formerly NASD) 2000 - 2003
State Farm Insurance 1997 - 2000
Skills
Compliance Management, Regulatory Strategy, Capital Markets, Regulatory Submissions, Development Of Policies, Regulatory Risk, Implementation Of..., Regulatory Reporting, Strategy, Trading, Trading Systems, Regulations, Fixed Income, Policy, Insurance, Equities, Options, Banking, FINRA
Education
The Johns Hopkins University - Carey Business School
Master of Science (M.S.)
West Virginia University
Bachelor of Science (B.S.)
William F. Detwiler's FBR Capital Markets Experience September 2009 - May 2012
Job Senior Operating & Finance Executive Chief Investment Officer
Industry Financial Services
Experience
United Safety 2015 - Present
Three Ocean Partners LLC June 2012 - December 2014
FBR Capital Markets September 2009 - May 2012
Watch Hill Partners LLC April 2003 - September 2009
Herrick Feinstein 1998 - 2003
Anderson Kill & Olick 1995 - 1998
Montgomery, McCracken, Walker & Rhoads 1995 - 1996
U.S. District Court 1993 - 1995
Barclays Business Credit 1988 - 1990
Price Waterhouse 1985 - 1988
Skills
Investment Banking, Corporate Law, Asset Management, Private Equity, Private Placements, Mergers, Debt, Investments, Leveraged Finance, Corporate Finance, Joint Ventures, Restructuring, Venture Capital, Corporate Governance, Capital Markets, Due Diligence, Financial Modeling, Securities, M&A experience, IPO, Divestitures, Valuation, Equities, Financial Analysis, Investor Relations, Corporate Development, Business Valuation, Recapitalizations, LBO, Start-ups, Contract Negotiation, Deal Structuring, Compliance, Negotiation, Executive Management, Mergers & Acquisitions, Asset Managment, Finance, Capital, Strategy, Hedge Funds, Investment Management, Financial Services, Acquisitions, Alternative Investments, Emerging Markets, Capital Raising, Financial Advisory, Entrepreneurship, Management
Education
Villanova University School of Law 1990 — 1993
JD, Law
University of Hartford 1985 — 1986
MS, Accounting/Business Administration
Trinity College-Hartford 1981 — 1985
BS, Political Science and Computer Science
South Kent School 1977 — 1981
United Safety 2015 - Present
Three Ocean Partners LLC June 2012 - December 2014
FBR Capital Markets September 2009 - May 2012
Watch Hill Partners LLC April 2003 - September 2009
Herrick Feinstein 1998 - 2003
Anderson Kill & Olick 1995 - 1998
Montgomery, McCracken, Walker & Rhoads 1995 - 1996
U.S. District Court 1993 - 1995
Barclays Business Credit 1988 - 1990
Price Waterhouse 1985 - 1988
Skills
Investment Banking, Corporate Law, Asset Management, Private Equity, Private Placements, Mergers, Debt, Investments, Leveraged Finance, Corporate Finance, Joint Ventures, Restructuring, Venture Capital, Corporate Governance, Capital Markets, Due Diligence, Financial Modeling, Securities, M&A experience, IPO, Divestitures, Valuation, Equities, Financial Analysis, Investor Relations, Corporate Development, Business Valuation, Recapitalizations, LBO, Start-ups, Contract Negotiation, Deal Structuring, Compliance, Negotiation, Executive Management, Mergers & Acquisitions, Asset Managment, Finance, Capital, Strategy, Hedge Funds, Investment Management, Financial Services, Acquisitions, Alternative Investments, Emerging Markets, Capital Raising, Financial Advisory, Entrepreneurship, Management
Education
Villanova University School of Law 1990 — 1993
JD, Law
University of Hartford 1985 — 1986
MS, Accounting/Business Administration
Trinity College-Hartford 1981 — 1985
BS, Political Science and Computer Science
South Kent School 1977 — 1981
Monte Lehmkuhler's FBR Capital Markets Experience August 1997 - Present
Job Senior Managing Director at FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets August 1997 - Present
Wheat First Securities August 1990 - August 1997
Skills
Hedge Funds, Equity Research, Equity Trading, Investment Banking, Equities, Bloomberg, Financial Modeling, Securities, Capital Markets, Valuation, Alternative Investments, Financial Markets, Private Equity, Investments, Asset Management, Series 7, Trading, Series 63
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts (BA), Economics
FBR Capital Markets August 1997 - Present
Wheat First Securities August 1990 - August 1997
Skills
Hedge Funds, Equity Research, Equity Trading, Investment Banking, Equities, Bloomberg, Financial Modeling, Securities, Capital Markets, Valuation, Alternative Investments, Financial Markets, Private Equity, Investments, Asset Management, Series 7, Trading, Series 63
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts (BA), Economics
Al Smith's FBR Capital Markets Experience August 2005 - September 2009
Job Director, Product Development & Strategy at Meetyl, Inc.
Industry Financial Services
Experience
Meetyl Inc. September 2012 - Present
Continuware Corporation August 2014 - February 2015
Orinda Asset Management March 2011 - September 2011
Compass Point Research and Trading LLC November 2009 - May 2010
FBR Capital Markets August 2005 - September 2009
Legg Mason June 2004 - August 2004
Morgan Stanley Wealth Management (Formerly Smith Barney) June 2003 - August 2003
Skills
Series 7, Capital Markets, Investments, Hedge Funds, Long/Short Equity, Start-ups, Sales, Financial Analysis, Accounting, Institutional Equity..., Marketing Strategy, User Interface Design, Alternative Investments, Equity Research, Equities, Series 63, Mutual Funds, Institutional..., Equity Trading, Financial Advisory, Asset Management, Investor Relations, Bloomberg, Securities, FINRA, Investment Management, Equity Valuation, Portfolio Management, Fixed Income, Valuation, Asset Allocation, Investment Strategies, Financial Markets, ETFs, Trading
Education
University of Maryland College Park 2001 — 2005
Finance
Copenhagen Business School 2003 — 2003
International Business, Finance
Towson High School 1997 — 2001
Meetyl Inc. September 2012 - Present
Continuware Corporation August 2014 - February 2015
Orinda Asset Management March 2011 - September 2011
Compass Point Research and Trading LLC November 2009 - May 2010
FBR Capital Markets August 2005 - September 2009
Legg Mason June 2004 - August 2004
Morgan Stanley Wealth Management (Formerly Smith Barney) June 2003 - August 2003
Skills
Series 7, Capital Markets, Investments, Hedge Funds, Long/Short Equity, Start-ups, Sales, Financial Analysis, Accounting, Institutional Equity..., Marketing Strategy, User Interface Design, Alternative Investments, Equity Research, Equities, Series 63, Mutual Funds, Institutional..., Equity Trading, Financial Advisory, Asset Management, Investor Relations, Bloomberg, Securities, FINRA, Investment Management, Equity Valuation, Portfolio Management, Fixed Income, Valuation, Asset Allocation, Investment Strategies, Financial Markets, ETFs, Trading
Education
University of Maryland College Park 2001 — 2005
Finance
Copenhagen Business School 2003 — 2003
International Business, Finance
Towson High School 1997 — 2001
Mark Wooters Mark Wooters's FBR Capital Markets Experience July 2009 - November 2009
Job
Industry Financial Services
Experience
Cushman & Wakefield June 2015 - Present
Cushman & Wakefield September 2013 - June 2015
Vornado Realty Trust July 2010 - September 2013
Vornado Realty Trust November 2009 - July 2010
FBR Capital Markets July 2009 - November 2009
Marsh USA Inc. January 2003 - November 2009
GE Asset Management May 2002 - August 2002
Priceline.com May 2000 - August 2001
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Management
Georgetown University 2000 — 2003
BA, Political Economy
College of the Holy Cross 1999 — 2000
New Canaan High School 1994 — 1999
Cushman & Wakefield June 2015 - Present
Cushman & Wakefield September 2013 - June 2015
Vornado Realty Trust July 2010 - September 2013
Vornado Realty Trust November 2009 - July 2010
FBR Capital Markets July 2009 - November 2009
Marsh USA Inc. January 2003 - November 2009
GE Asset Management May 2002 - August 2002
Priceline.com May 2000 - August 2001
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Management
Georgetown University 2000 — 2003
BA, Political Economy
College of the Holy Cross 1999 — 2000
New Canaan High School 1994 — 1999
Catherine J. Caputo's FBR Capital Markets Experience 2009 - 2009
Job Recent Graduate
Industry International Affairs
Experience
Merrill Lynch 2011 - 2011
Rosemont Seneca Partners 2010 - 2010
FBR Capital Markets 2009 - 2009
Skills
International Relations, International Political..., Research, Policy Analysis, Spanish, Political Science, Politics
Education
Georgetown University 2007 — 2011
International Politics, International Law & Institutions
The Fund for American Studies
International Political Economy
Merrill Lynch 2011 - 2011
Rosemont Seneca Partners 2010 - 2010
FBR Capital Markets 2009 - 2009
Skills
International Relations, International Political..., Research, Policy Analysis, Spanish, Political Science, Politics
Education
Georgetown University 2007 — 2011
International Politics, International Law & Institutions
The Fund for American Studies
International Political Economy
Paul Rosica Paul Rosica's FBR Capital Markets Experience July 2008 - October 2011
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
Mike Atlas's FBR Capital Markets Experience 2002 - 2006
Job Managing Consultant
Industry Management Consulting
Experience
c3/consulting September 2006 - Present
FBR 2003 - 2006
FBR Capital Markets 2002 - 2006
Vista Innovation August 2001 - September 2002
Magnet Interactive 1998 - 1999
Roland House 1996 - 1998
Skills
ITIL, Service Management, Data Center, Infrastructure, Project Management, Disaster Recovery, Business Process..., Vendor Management, Business Analysis, Information Technology, Management Consulting, Consulting, Program Management, Process Improvement, Business Intelligence
Education
American University 1992 — 1996
BA, Criminal Justice
Hall High 1988 — 1992
Degree, High School
c3/consulting September 2006 - Present
FBR 2003 - 2006
FBR Capital Markets 2002 - 2006
Vista Innovation August 2001 - September 2002
Magnet Interactive 1998 - 1999
Roland House 1996 - 1998
Skills
ITIL, Service Management, Data Center, Infrastructure, Project Management, Disaster Recovery, Business Process..., Vendor Management, Business Analysis, Information Technology, Management Consulting, Consulting, Program Management, Process Improvement, Business Intelligence
Education
American University 1992 — 1996
BA, Criminal Justice
Hall High 1988 — 1992
Degree, High School
Michael Hammill Michael Hammill's FBR Capital Markets Experience 2012 - 2015
Job Senior Vice President of Finance at MedEquities Realty Trust
Industry Real Estate
Experience
MedEquities Realty Trust 2015 - Present
FBR Capital Markets 2012 - 2015
Federal Reserve Bank of Atlanta 2005 - 2012
Skills
Economics, Financial Analysis, Data Analysis, Statistics, Bloomberg, Research, Finance, Analytics, Management, Public Speaking, Presentations, Report Writing, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Series 63, Series 79
Education
Penn State University
BS, Business Economics
Penn State University
MBA
MedEquities Realty Trust 2015 - Present
FBR Capital Markets 2012 - 2015
Federal Reserve Bank of Atlanta 2005 - 2012
Skills
Economics, Financial Analysis, Data Analysis, Statistics, Bloomberg, Research, Finance, Analytics, Management, Public Speaking, Presentations, Report Writing, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Series 63, Series 79
Education
Penn State University
BS, Business Economics
Penn State University
MBA
Ryan Thimjon Ryan Thimjon's FBR Capital Markets Experience June 2011 - November 2011
Job Equity Research Associate at Feltl and Company
Industry Capital Markets
Experience
Feltl and Company 2013 - Present
FBR Capital Markets June 2011 - November 2011
Skills
Equity Research, Investments, Capital Markets, Small Cap, Healthcare Industry, Molecular Diagnostics, Medical Devices, Medical Equipment, Biotechnology Industry, Biopharmaceuticals, Financial Modeling, Portfolio Management, Alternative Investments, Series 7, Series 63, Series 65, Series 86, Series 87
Education
The University of South Dakota 2008 — 2011
Bachelor's of Business Administration (BBA) with Honors, Finance
Ostfalia University of Applied Sciences- Wolfsburg, Germany 2009 — 2009
Certificate, International Business
Feltl and Company 2013 - Present
FBR Capital Markets June 2011 - November 2011
Skills
Equity Research, Investments, Capital Markets, Small Cap, Healthcare Industry, Molecular Diagnostics, Medical Devices, Medical Equipment, Biotechnology Industry, Biopharmaceuticals, Financial Modeling, Portfolio Management, Alternative Investments, Series 7, Series 63, Series 65, Series 86, Series 87
Education
The University of South Dakota 2008 — 2011
Bachelor's of Business Administration (BBA) with Honors, Finance
Ostfalia University of Applied Sciences- Wolfsburg, Germany 2009 — 2009
Certificate, International Business
David DeRuff David DeRuff's FBR Capital Markets Experience March 2008 - June 2010
Job Partner at DBO Partners
Industry Investment Banking
Experience
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Abe Berete's FBR Capital Markets Experience June 2008 - August 2008
Job Alternative Investments Product Manager at OppenheimerFunds & Entrepreneur
Industry Investment Management
Experience
OppenheimerFunds August 2015 - Present
Grouture January 2012 - Present
J.P. Morgan August 2013 - July 2015
JP Morgan July 2011 - August 2013
SunTrust Bank August 2010 - June 2011
Suntrust May 2010 - August 2010
Cox Communications January 2009 - August 2009
FBR Capital Markets June 2008 - August 2008
Skills
Company Valuation, Mezzanine, Private Equity, Long/Short Equity, Event Driven, Hedge Funds, Commercial Real Estate..., Leveraged Finance, Project Management, Six Sigma, Quality Assurance, Project Planning, Alternative Investments, Financial Modeling, Investments, Emerging Markets, Strategy, Banking, Asset Management, Risk Management, Portfolio Management, Bloomberg, Valuation, Business Process, Analysis, Derivatives, Management, Telecommunications
Education
The University of Georgia 2006 — 2010
Management Information Systems
Paramus Catholic High School 2002 — 2006
OppenheimerFunds August 2015 - Present
Grouture January 2012 - Present
J.P. Morgan August 2013 - July 2015
JP Morgan July 2011 - August 2013
SunTrust Bank August 2010 - June 2011
Suntrust May 2010 - August 2010
Cox Communications January 2009 - August 2009
FBR Capital Markets June 2008 - August 2008
Skills
Company Valuation, Mezzanine, Private Equity, Long/Short Equity, Event Driven, Hedge Funds, Commercial Real Estate..., Leveraged Finance, Project Management, Six Sigma, Quality Assurance, Project Planning, Alternative Investments, Financial Modeling, Investments, Emerging Markets, Strategy, Banking, Asset Management, Risk Management, Portfolio Management, Bloomberg, Valuation, Business Process, Analysis, Derivatives, Management, Telecommunications
Education
The University of Georgia 2006 — 2010
Management Information Systems
Paramus Catholic High School 2002 — 2006
Jesse Fink, CFA Jesse Fink, CFA's FBR Capital Markets Experience May 2010 - January 2012
Job
Industry Investment Management
Experience
Invesco US June 2015 - Present
U.S. Department of the Treasury March 2012 - July 2014
FBR Capital Markets May 2010 - January 2012
Skills
Finance, Investment Banking, Capital Markets, Financial Analysis, Valuation, Financial Modeling
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Invesco US June 2015 - Present
U.S. Department of the Treasury March 2012 - July 2014
FBR Capital Markets May 2010 - January 2012
Skills
Finance, Investment Banking, Capital Markets, Financial Analysis, Valuation, Financial Modeling
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Nancy van der Horst Nancy van der Horst's FBR Capital Markets Experience 2004 - 2007
Job Finance Business Systems Manager Sr. Principal at MITRE Corporation
Industry Information Technology and Services
Experience
MITRE Corporation 2010 - Present
US Conference of Catholic Bishops 2009 - 2010
LCC International 2008 - 2008
FBR Capital Markets 2004 - 2007
American Management Systems (AMS) 2001 - 2004
American Management Systems 1996 - 2000
Ernst & Young; Local firms 1986 - 1996
Skills
Program Management, Business Process..., ERP, Requirements Analysis, Analysis, Oracle E-Business Suite, Vendor Management, Change Management, Management, Business Intelligence
Education
American University - Kogod School of Business 1981 — 1985
BS, Accounting & Computer Systems Applications
Princeton High School 1978 — 1981
MITRE Corporation 2010 - Present
US Conference of Catholic Bishops 2009 - 2010
LCC International 2008 - 2008
FBR Capital Markets 2004 - 2007
American Management Systems (AMS) 2001 - 2004
American Management Systems 1996 - 2000
Ernst & Young; Local firms 1986 - 1996
Skills
Program Management, Business Process..., ERP, Requirements Analysis, Analysis, Oracle E-Business Suite, Vendor Management, Change Management, Management, Business Intelligence
Education
American University - Kogod School of Business 1981 — 1985
BS, Accounting & Computer Systems Applications
Princeton High School 1978 — 1981
Nicole Del Rosario Nicole Del Rosario's FBR Capital Markets Experience December 2000 - February 2011
Job Field Supervisory Specialist at Signature Financial Partners, LLC.
Industry Financial Services
Experience
Signature Financial Partners, LLC. December 2014 - Present
Guggenheim Investments December 2012 - December 2014
UBS Financial Services, Inc. March 2011 - December 2012
FBR Capital Markets December 2000 - February 2011
Ferris Baker Watts October 1997 - December 2000
Education
Towson University 1991 — 1993
Signature Financial Partners, LLC. December 2014 - Present
Guggenheim Investments December 2012 - December 2014
UBS Financial Services, Inc. March 2011 - December 2012
FBR Capital Markets December 2000 - February 2011
Ferris Baker Watts October 1997 - December 2000
Education
Towson University 1991 — 1993
Jeff Fuge Jeff Fuge's FBR Capital Markets Experience February 2007 - September 2010
Job Senior Vice President at Compass Point Research & Trading, LLC
Industry Financial Services
Experience
Compass Point Research & Trading, LLC July 2015 - Present
Aegis Financial January 2013 - July 2015
BGB Securities September 2010 - December 2012
FBR Capital Markets February 2007 - September 2010
Skills
Investments, Equities, Asset Management, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Portfolio Management, Financial Analysis, Series 7, Value Investing, Fixed Income, Mutual Funds, Separately Managed...
Education
College of Charleston 2002 — 2006
BA, History, Business Administration
Episcopal High School 1999 — 2002
Compass Point Research & Trading, LLC July 2015 - Present
Aegis Financial January 2013 - July 2015
BGB Securities September 2010 - December 2012
FBR Capital Markets February 2007 - September 2010
Skills
Investments, Equities, Asset Management, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Portfolio Management, Financial Analysis, Series 7, Value Investing, Fixed Income, Mutual Funds, Separately Managed...
Education
College of Charleston 2002 — 2006
BA, History, Business Administration
Episcopal High School 1999 — 2002
Jesse Phillips Jesse Phillips's FBR Capital Markets Experience June 2008 - June 2009
Job
Industry Venture Capital & Private Equity
Experience
Updata Partners September 2014 - Present
Updata Partners June 2012 - September 2014
Signal Hill Capital April 2010 - June 2012
FBR Capital Markets June 2008 - June 2009
Skills
Financial Modeling, Investment Banking, Economics, Mergers, Excel, Mergers & Acquisitions, Microsoft Excel, Investments, Finance, Portfolio Management, Analytics
Education
American University 2004 — 2008
BSBA, Finance, Accounting, Economics
American University - Kogod School of Business 2004 — 2008
BSBA, Finance, Accounting & Economics
Solomon Schechter Day School
Updata Partners September 2014 - Present
Updata Partners June 2012 - September 2014
Signal Hill Capital April 2010 - June 2012
FBR Capital Markets June 2008 - June 2009
Skills
Financial Modeling, Investment Banking, Economics, Mergers, Excel, Mergers & Acquisitions, Microsoft Excel, Investments, Finance, Portfolio Management, Analytics
Education
American University 2004 — 2008
BSBA, Finance, Accounting, Economics
American University - Kogod School of Business 2004 — 2008
BSBA, Finance, Accounting & Economics
Solomon Schechter Day School
Peter van der Meer Peter van der Meer's FBR Capital Markets Experience November 2001 - July 2012
Job Senior Managing Director, Head of Insurance Banking at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities July 2012 - Present
FBR Capital Markets November 2001 - July 2012
Exclaim Technologies LLC 1999 - 2001
ABN AMRO North America 1996 - 1999
J.P. Morgan 1990 - 1996
J.P. Morgan 1989 - 1990
J.P. Morgan 1986 - 1989
J.P. Morgan 1983 - 1986
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Corporate Finance, Financial Analysis, Investment Banking
Education
Brown University
Bachelor of Arts (B.A.), Economics and International Relations
Millfield School, Somerset, England
Guggenheim Securities July 2012 - Present
FBR Capital Markets November 2001 - July 2012
Exclaim Technologies LLC 1999 - 2001
ABN AMRO North America 1996 - 1999
J.P. Morgan 1990 - 1996
J.P. Morgan 1989 - 1990
J.P. Morgan 1986 - 1989
J.P. Morgan 1983 - 1986
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Corporate Finance, Financial Analysis, Investment Banking
Education
Brown University
Bachelor of Arts (B.A.), Economics and International Relations
Millfield School, Somerset, England
Reid W. Swanson Reid W. Swanson's FBR Capital Markets Experience June 2007 - August 2008
Job Associate Hunton & Williams LLP
Industry Legal Services
Experience
Hunton & Williams LLP March 2014 - Present
Willkie Farr & Gallagher LLP November 2013 - March 2014
Zucker Organization January 2013 - May 2013
UBS Wealth Management June 2012 - August 2012
GVA Advantis September 2008 - May 2009
FBR Capital Markets June 2007 - August 2008
Fannie Mae August 2006 - June 2007
Skills
Financial Modeling, Legal Research, Due Diligence, Corporate Finance, Real Estate, Research, Microsoft Excel, PowerPoint, Valuation, Real Estate Transactions, Mergers & Acquisitions, Securities, Microsoft Office, Capital Markets, Analysis, Contract Negotiation, Portfolio Management, Financial Analysis, Finance, Corporate Law, Acquisitions, Real Estate Development
Education
New York Law School 2011 — 2013
Juris Doctorate
Georgetown University 2003 — 2006
Bachelor of Science, Accounting and Finance
Hunton & Williams LLP March 2014 - Present
Willkie Farr & Gallagher LLP November 2013 - March 2014
Zucker Organization January 2013 - May 2013
UBS Wealth Management June 2012 - August 2012
GVA Advantis September 2008 - May 2009
FBR Capital Markets June 2007 - August 2008
Fannie Mae August 2006 - June 2007
Skills
Financial Modeling, Legal Research, Due Diligence, Corporate Finance, Real Estate, Research, Microsoft Excel, PowerPoint, Valuation, Real Estate Transactions, Mergers & Acquisitions, Securities, Microsoft Office, Capital Markets, Analysis, Contract Negotiation, Portfolio Management, Financial Analysis, Finance, Corporate Law, Acquisitions, Real Estate Development
Education
New York Law School 2011 — 2013
Juris Doctorate
Georgetown University 2003 — 2006
Bachelor of Science, Accounting and Finance
Louis Rosenberg Louis Rosenberg's FBR Capital Markets Experience June 2014 - August 2014
Job Incoming Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Nittany Lion Fund, LLC. December 2013 - Present
Citi June 2015 - August 2015
FBR Capital Markets June 2014 - August 2014
Rogers Family Trading Room August 2013 - August 2014
Penn State: Center for Mergers and Aquisitions December 2012 - May 2014
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
Nittany Lion Fund, LLC. December 2013 - Present
Citi June 2015 - August 2015
FBR Capital Markets June 2014 - August 2014
Rogers Family Trading Room August 2013 - August 2014
Penn State: Center for Mergers and Aquisitions December 2012 - May 2014
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
Joe Mele Joe Mele's FBR Capital Markets Experience September 2008 - Present
Job VP, Equity Sales Trading at FBR
Industry Financial Services
Experience
FBR Capital Markets September 2008 - Present
Skills
Series 7, Equities, Series 63, Fixed Income, Electronic Trading, Hedge Funds, Trading Systems, Private Equity, Asset Managment, FINRA, Series 24, Portfolio Management, Trading, Equity Research, Alternative Investments, Securities, Equity Trading, Capital Markets, Bloomberg, Investment Banking, Options, Asset Management, Investments, ETFs, Mutual Funds, Bonds, Financial Markets, Derivatives, Asset Allocation, Structured Products, Valuation, Investment Management, Bloomberg Terminal, Investment Strategies
Education
Northeastern University 2005 — 2007
Bachelor's Degree
University of Illinois at Urbana-Champaign 2003 — 2005
Manasquan High School 1999 — 2003
FBR Capital Markets September 2008 - Present
Skills
Series 7, Equities, Series 63, Fixed Income, Electronic Trading, Hedge Funds, Trading Systems, Private Equity, Asset Managment, FINRA, Series 24, Portfolio Management, Trading, Equity Research, Alternative Investments, Securities, Equity Trading, Capital Markets, Bloomberg, Investment Banking, Options, Asset Management, Investments, ETFs, Mutual Funds, Bonds, Financial Markets, Derivatives, Asset Allocation, Structured Products, Valuation, Investment Management, Bloomberg Terminal, Investment Strategies
Education
Northeastern University 2005 — 2007
Bachelor's Degree
University of Illinois at Urbana-Champaign 2003 — 2005
Manasquan High School 1999 — 2003
Jim Frawley Jim Frawley's FBR Capital Markets Experience February 2007 - September 2012
Job Senior Managing Director and Head of US M&A at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Richard Sosa's FBR Capital Markets Experience 2004 - 2009
Job Managing Director at Batuta Capital Advisors LLC
Industry Financial Services
Experience
Batuta Capital Advisors LLC October 2014 - Present
DTV America January 2015 - Present
Social Finance (SoFi) November 2013 - Present
Social Finance (SoFi) October 2012 - October 2013
BGB Securities July 2011 - October 2012
Global Hunter Securities 2009 - June 2011
FBR Capital Markets 2004 - 2009
Skills
Securities, Mutual Funds, Trading, Series 63, Finance, High Yield, Funding, Analysis, Management, Capital, New Business Development, Loans, Hedging, Marketing, Sales, Private Equity, Bloomberg, Portfolio Management, Banking, Economics, Corporate Finance, Alternative Investments, Asset Management, Emerging Markets, CRM, Business Development, Financial Analysis, Financial Advisory, Due Diligence, Venture Capital, Fixed Income, Investor Relations, Investment Strategies, Asset Allocation, Investment Management, Corporate Development, Institutional..., Leveraged Finance, Financial Markets, Financial Services, Bonds, Options, Structured Finance, Derivatives, Private Placements, Structured Products
Education
Arizona State University - W. P. Carey School of Business 1999 — 2004
BS, Business Management, Major: Business Management ; Minor: Spanish
Universidad Carlos III de Madrid 2002 — 2003
Finance
Batuta Capital Advisors LLC October 2014 - Present
DTV America January 2015 - Present
Social Finance (SoFi) November 2013 - Present
Social Finance (SoFi) October 2012 - October 2013
BGB Securities July 2011 - October 2012
Global Hunter Securities 2009 - June 2011
FBR Capital Markets 2004 - 2009
Skills
Securities, Mutual Funds, Trading, Series 63, Finance, High Yield, Funding, Analysis, Management, Capital, New Business Development, Loans, Hedging, Marketing, Sales, Private Equity, Bloomberg, Portfolio Management, Banking, Economics, Corporate Finance, Alternative Investments, Asset Management, Emerging Markets, CRM, Business Development, Financial Analysis, Financial Advisory, Due Diligence, Venture Capital, Fixed Income, Investor Relations, Investment Strategies, Asset Allocation, Investment Management, Corporate Development, Institutional..., Leveraged Finance, Financial Markets, Financial Services, Bonds, Options, Structured Finance, Derivatives, Private Placements, Structured Products
Education
Arizona State University - W. P. Carey School of Business 1999 — 2004
BS, Business Management, Major: Business Management ; Minor: Spanish
Universidad Carlos III de Madrid 2002 — 2003
Finance
Billy Rohman Billy Rohman's FBR Capital Markets Experience June 2011 - March 2014
Job Analyst at Merion Investment Management LP
Industry Investment Management
Experience
Merion Investment Management LP April 2014 - Present
FBR Capital Markets June 2011 - March 2014
Education
Bowdoin College 2007 — 2011
Bachelor of Arts, Economics
Merion Investment Management LP April 2014 - Present
FBR Capital Markets June 2011 - March 2014
Education
Bowdoin College 2007 — 2011
Bachelor of Arts, Economics
Calvin Tsai Calvin Tsai's FBR Capital Markets Experience April 2007 - November 2008
Job Manager of Corporate Development / Deal Execution at Alticor
Industry Consumer Goods
Experience
Alticor Corporate Enterprises January 2013 - Present
BAE Systems September 2009 - January 2013
FBR Capital Markets April 2007 - November 2008
KPMG LLP January 2006 - April 2007
Skills
Business Valuation, Mergers, Investment Banking, Capital Markets, Aerospace, M&A experience, Due Diligence, Defense Industry, Corporate Development, Mandarin, Acquisitions, Business Integration, Joint Ventures, Mergers & Acquisitions, Strategy, Valuation
Education
Michigan State University 2000 — 2005
BA, Accounting
Michigan State University - The Eli Broad College of Business 2000 — 2005
MS, Accounting
Alticor Corporate Enterprises January 2013 - Present
BAE Systems September 2009 - January 2013
FBR Capital Markets April 2007 - November 2008
KPMG LLP January 2006 - April 2007
Skills
Business Valuation, Mergers, Investment Banking, Capital Markets, Aerospace, M&A experience, Due Diligence, Defense Industry, Corporate Development, Mandarin, Acquisitions, Business Integration, Joint Ventures, Mergers & Acquisitions, Strategy, Valuation
Education
Michigan State University 2000 — 2005
BA, Accounting
Michigan State University - The Eli Broad College of Business 2000 — 2005
MS, Accounting
Justin Stuparitz's FBR Capital Markets Experience 2007 - 2008
Job Senior Manager
Industry Computer Software
Experience
Sogeti 2014 - Present
Pyramid Systems, Inc. 2011 - 2014
Telophase Corporation 2009 - 2011
RCM Technologies 2008 - 2009
FBR Capital Markets 2007 - 2008
Total Wine & More 2004 - 2007
Management Analysis, Inc. 1999 - 2004
Covington & Burling 1998 - 1999
Skills
Cloud Computing, Microsoft Azure, SaaS, Enterprise Architecture, Agile Methodologies, SOA, Project Management, AngularJS, .NET, JavaScript, Web Services, Microsoft SQL Server, Business Analysis, WPF, REST, SQL, Cross-functional Team..., C#, Agile Project Management, Databases, Vendor Management, IT Strategy, Management, Java, Solution Architecture, Integration, Requirements Gathering, Enterprise Software, CRM, Business Development, Node.js, ElasticSearch, ZeroMQ, ASP.NET MVC, ASP.NET Web API, WCF, Redis, Software Project..., SDLC, Software Development, CoffeeScript, MongoDB, Event Driven Programming, Requirements Analysis
Education
The Johns Hopkins University - Carey Business School
Master's Degree, Information and Telecommunication Systems
The College of William and Mary
Bachelor's Degree, BBA - Information Technology
Sogeti 2014 - Present
Pyramid Systems, Inc. 2011 - 2014
Telophase Corporation 2009 - 2011
RCM Technologies 2008 - 2009
FBR Capital Markets 2007 - 2008
Total Wine & More 2004 - 2007
Management Analysis, Inc. 1999 - 2004
Covington & Burling 1998 - 1999
Skills
Cloud Computing, Microsoft Azure, SaaS, Enterprise Architecture, Agile Methodologies, SOA, Project Management, AngularJS, .NET, JavaScript, Web Services, Microsoft SQL Server, Business Analysis, WPF, REST, SQL, Cross-functional Team..., C#, Agile Project Management, Databases, Vendor Management, IT Strategy, Management, Java, Solution Architecture, Integration, Requirements Gathering, Enterprise Software, CRM, Business Development, Node.js, ElasticSearch, ZeroMQ, ASP.NET MVC, ASP.NET Web API, WCF, Redis, Software Project..., SDLC, Software Development, CoffeeScript, MongoDB, Event Driven Programming, Requirements Analysis
Education
The Johns Hopkins University - Carey Business School
Master's Degree, Information and Telecommunication Systems
The College of William and Mary
Bachelor's Degree, BBA - Information Technology
Ben Purser Ben Purser's FBR Capital Markets Experience February 2007 - August 2008
Job Vice President, Compliance at Ocwen Financial Corporation
Industry Financial Services
Experience
Ocwen Financial Corporation August 2013 - Present
Caliber Home Loans January 2013 - August 2013
US Treasury August 2009 - January 2013
White Pine Resources August 2008 - August 2009
FBR Capital Markets February 2007 - August 2008
FBR Capital Markets August 2003 - February 2007
Riggs Bank August 1997 - July 2003
FDIC August 1993 - August 1997
Corestates Hamilton Bank 1989 - 1991
Skills
Internal Audit, Internal Controls, Compliance, Risk, SOX, Corporate Governance, Fraud Investigations, AML, Risk Assessment, Risk Management, Financial Institutions, Auditing, Banking, Due Diligence, Sarbanes-Oxley Act, Analysis, Financial Risk, Policy, Financial Services, Asset Management, Program Management, Enterprise Risk..., Capital Markets, Business Process, Fraud, Executive Management, Management, Cash Management, Operational Risk, Governance, Sarbanes-Oxley, Operational Risk..., Anti Money Laundering, Leadership, Finance
Education
Duke University 1982 — 1986
Bachelor of Arts, English
Duke University 1982 — 1986
Bachelor of Arts (B.A.), English
Ocwen Financial Corporation August 2013 - Present
Caliber Home Loans January 2013 - August 2013
US Treasury August 2009 - January 2013
White Pine Resources August 2008 - August 2009
FBR Capital Markets February 2007 - August 2008
FBR Capital Markets August 2003 - February 2007
Riggs Bank August 1997 - July 2003
FDIC August 1993 - August 1997
Corestates Hamilton Bank 1989 - 1991
Skills
Internal Audit, Internal Controls, Compliance, Risk, SOX, Corporate Governance, Fraud Investigations, AML, Risk Assessment, Risk Management, Financial Institutions, Auditing, Banking, Due Diligence, Sarbanes-Oxley Act, Analysis, Financial Risk, Policy, Financial Services, Asset Management, Program Management, Enterprise Risk..., Capital Markets, Business Process, Fraud, Executive Management, Management, Cash Management, Operational Risk, Governance, Sarbanes-Oxley, Operational Risk..., Anti Money Laundering, Leadership, Finance
Education
Duke University 1982 — 1986
Bachelor of Arts, English
Duke University 1982 — 1986
Bachelor of Arts (B.A.), English
Sean Hayes Sean Hayes's FBR Capital Markets Experience August 2005 - August 2008
Job Vice President at CBRE
Industry Capital Markets
Experience
CBRE August 2010 - Present
MHM Capital September 2008 - July 2010
FBR Capital Markets August 2005 - August 2008
Merrill Lynch 1998 - 2004
Skills
Commercial Real Estate, Loan Sales, Capital Markets, CMBS, Investment Banking, Fixed Income, Securities, Valuation, Credit Analysis, Financial Advisory, Finance, Hedge Funds, Equities, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investments, Due Diligence, Private Equity, Banking, Financial Analysis, Financial Services, Real Estate, Loans, Alternative Investments, Dispositions, Corporate Finance, Series 7
Education
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Delbarton 1990 — 1994
Chatham Middle School
Chatham Middle School
CBRE August 2010 - Present
MHM Capital September 2008 - July 2010
FBR Capital Markets August 2005 - August 2008
Merrill Lynch 1998 - 2004
Skills
Commercial Real Estate, Loan Sales, Capital Markets, CMBS, Investment Banking, Fixed Income, Securities, Valuation, Credit Analysis, Financial Advisory, Finance, Hedge Funds, Equities, Mergers & Acquisitions, Financial Modeling, Structured Finance, Investments, Due Diligence, Private Equity, Banking, Financial Analysis, Financial Services, Real Estate, Loans, Alternative Investments, Dispositions, Corporate Finance, Series 7
Education
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Delbarton 1990 — 1994
Chatham Middle School
Chatham Middle School
Michael Hendee Michael Hendee's FBR Capital Markets Experience June 2012 - August 2012
Job Attorney at Brett Hendee, P.A.
Industry Law Practice
Experience
Brett Hendee, P.A. August 2014 - Present
FBR Capital Markets June 2012 - August 2012
Brett Hendee, PA June 2011 - August 2011
Skills
Legal Writing, Legal Research
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Master of Laws (LLM), Taxation
University of Florida - Fredric G. Levin College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Florida 2009 — 2010
Master's Degree, Taxation
University of Florida 2006 — 2009
Bachelor's Degree, Accounting
Brett Hendee, P.A. August 2014 - Present
FBR Capital Markets June 2012 - August 2012
Brett Hendee, PA June 2011 - August 2011
Skills
Legal Writing, Legal Research
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2014
Master of Laws (LLM), Taxation
University of Florida - Fredric G. Levin College of Law 2010 — 2013
Doctor of Law (J.D.)
University of Florida 2009 — 2010
Master's Degree, Taxation
University of Florida 2006 — 2009
Bachelor's Degree, Accounting
Harun Karadenizli Harun Karadenizli's FBR Capital Markets Experience June 2007 - June 2008
Job Director of Business Strategy at Raptor Trading
Industry Financial Services
Experience
Raptor Trading January 2009 - Present
FBR Capital Markets June 2007 - June 2008
Wachovia June 2002 - June 2007
Skills
Equities, Electronic Trading, Trading Systems, Trading, Financial Markets, Capital Markets, Business Analysis, Fixed Income, Market Data
Education
University of Baltimore 1998 — 1999
MIS, Information Systems
University of Baltimore 1995 — 1998
Master of Business Administration, Information Systems
Istanbul Technical University 1990 — 1994
BS, Civil Engineering
TED Ankara High School 1983 — 1989
Raptor Trading January 2009 - Present
FBR Capital Markets June 2007 - June 2008
Wachovia June 2002 - June 2007
Skills
Equities, Electronic Trading, Trading Systems, Trading, Financial Markets, Capital Markets, Business Analysis, Fixed Income, Market Data
Education
University of Baltimore 1998 — 1999
MIS, Information Systems
University of Baltimore 1995 — 1998
Master of Business Administration, Information Systems
Istanbul Technical University 1990 — 1994
BS, Civil Engineering
TED Ankara High School 1983 — 1989
Jake Ruppert Jake Ruppert's FBR Capital Markets Experience June 2006 - April 2011
Job at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC February 2011 - Present
FBR Capital Markets June 2006 - April 2011
Skills
Equity Research, Investment Banking, Financial Modeling, Equity Valuation, Alternative Investments
Education
Saint Joseph's University 2002 — 2006
Bachelor's, Finance, Economics
georgetown prep
Compass Point Research and Trading LLC February 2011 - Present
FBR Capital Markets June 2006 - April 2011
Skills
Equity Research, Investment Banking, Financial Modeling, Equity Valuation, Alternative Investments
Education
Saint Joseph's University 2002 — 2006
Bachelor's, Finance, Economics
georgetown prep
Gary B Townsend Gary B Townsend's FBR Capital Markets Experience 1998 - 2008
Job Founder, GBT Capital Management LLC
Industry Financial Services
Experience
GBT Capital Management, LLC January 2014 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill Townsend Capital 2007 - Present
Hill Townsend Capital LLC 2007 - 2013
FBR Capital Markets 1998 - 2008
Friedman Billings Ramsey & Co March 1998 - November 2007
FBR 1998 - 2007
Friedman, Billings, Ramsey Group, Inc. 1998 - 2007
Skills
Bloomberg, Equities, Hedge Funds, Finance, Banking, Valuation, Financial Institutions, Alternative Investments, Investments, Portfolio Management, Capital Markets, Investment Banking, Economics, Equity Research, Financial Modeling, Asset Management, Private Equity, Financial Services, Executive Management, Capital, Securities, Series 7
Education
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (MBA), International Business Finance
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Accounting and Finance, Beta Gamma Sigma
The George Washington University 1970 — 1974
BA, History, Philosophy, Russian
GBT Capital Management, LLC January 2014 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill-Townsend Capital LLC 2007 - Present
Hill Townsend Capital 2007 - Present
Hill Townsend Capital LLC 2007 - 2013
FBR Capital Markets 1998 - 2008
Friedman Billings Ramsey & Co March 1998 - November 2007
FBR 1998 - 2007
Friedman, Billings, Ramsey Group, Inc. 1998 - 2007
Skills
Bloomberg, Equities, Hedge Funds, Finance, Banking, Valuation, Financial Institutions, Alternative Investments, Investments, Portfolio Management, Capital Markets, Investment Banking, Economics, Equity Research, Financial Modeling, Asset Management, Private Equity, Financial Services, Executive Management, Capital, Securities, Series 7
Education
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (MBA), International Business Finance
The George Washington University - School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Accounting and Finance, Beta Gamma Sigma
The George Washington University 1970 — 1974
BA, History, Philosophy, Russian
Nathanael Oakes's FBR Capital Markets Experience September 2009 - March 2010
Job Associate at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group September 2015 - Present
Stone Lion Capital Partners March 2010 - September 2015
FBR Capital Markets September 2009 - March 2010
CIT July 2007 - September 2009
Skills
Restructuring, Investment Banking, Investment Management, Portfolio Management, Hedge Funds, Credit, Investments, Corporate Finance, Capital Markets, Financial Advisory, Mutual Funds, Financial Modeling, High Yield, Private Equity, Loans, Finance, Valuation, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelors of Science, Finance/Marketing Dual Major
The Blackstone Group September 2015 - Present
Stone Lion Capital Partners March 2010 - September 2015
FBR Capital Markets September 2009 - March 2010
CIT July 2007 - September 2009
Skills
Restructuring, Investment Banking, Investment Management, Portfolio Management, Hedge Funds, Credit, Investments, Corporate Finance, Capital Markets, Financial Advisory, Mutual Funds, Financial Modeling, High Yield, Private Equity, Loans, Finance, Valuation, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2003 — 2007
Bachelors of Science, Finance/Marketing Dual Major
Val Kimball, PMP's FBR Capital Markets Experience December 2007 - July 2010
Job Program Manager at Navy Federal Credit Union
Industry Information Technology and Services
Experience
Navy Federal Credit Union August 2010 - Present
FBR Capital Markets December 2007 - July 2010
FBR Capital Markets March 2007 - December 2007
FBR March 2006 - February 2007
Sunrise Senior Living March 2001 - March 2006
Sunrise Assisted Living 2001 - 2003
Skills
Vendor Management, Project Management, Leadership, Management, Program Management, PMP, Business Analysis, Process Improvement, Requirements Analysis, IT Strategy, Business Process..., Team Building, CRM, SDLC, Cross-functional Team..., Integration, Agile Methodologies, Team Management, Analysis, SharePoint, Requirements Gathering, Project Portfolio..., Software Documentation, Business Intelligence, PMO, Telecommunications, Enterprise Architecture, IT Management, ITIL, Visio, Information Technology, Software Project..., Risk Management, Agile Project Management, Business Process, Resource Management, Service Delivery, Disaster Recovery, Governance, Data Center, Microsoft Project, Change Management, Business Requirements, MS Project
Education
George Mason University 2004 — 2006
MS, Technology Management
Navy Federal Credit Union August 2010 - Present
FBR Capital Markets December 2007 - July 2010
FBR Capital Markets March 2007 - December 2007
FBR March 2006 - February 2007
Sunrise Senior Living March 2001 - March 2006
Sunrise Assisted Living 2001 - 2003
Skills
Vendor Management, Project Management, Leadership, Management, Program Management, PMP, Business Analysis, Process Improvement, Requirements Analysis, IT Strategy, Business Process..., Team Building, CRM, SDLC, Cross-functional Team..., Integration, Agile Methodologies, Team Management, Analysis, SharePoint, Requirements Gathering, Project Portfolio..., Software Documentation, Business Intelligence, PMO, Telecommunications, Enterprise Architecture, IT Management, ITIL, Visio, Information Technology, Software Project..., Risk Management, Agile Project Management, Business Process, Resource Management, Service Delivery, Disaster Recovery, Governance, Data Center, Microsoft Project, Change Management, Business Requirements, MS Project
Education
George Mason University 2004 — 2006
MS, Technology Management
Timothy Whipple's FBR Capital Markets Experience September 2009 - February 2011
Job President, Mintz Group
Industry Security and Investigations
Experience
Mintz Group February 2011 - Present
FBR Capital Markets September 2009 - February 2011
Watch Hill Partners March 2005 - August 2009
Veronis Suhler Stevenson 2004 - 2005
Prudential Securities 1998 - 2002
Education
Columbia Business School 2002 — 2004
MBA, Finance
Trinity College-Hartford 1994 — 1998
BA, Economics
Pomfret School 1990 — 1994
Mintz Group February 2011 - Present
FBR Capital Markets September 2009 - February 2011
Watch Hill Partners March 2005 - August 2009
Veronis Suhler Stevenson 2004 - 2005
Prudential Securities 1998 - 2002
Education
Columbia Business School 2002 — 2004
MBA, Finance
Trinity College-Hartford 1994 — 1998
BA, Economics
Pomfret School 1990 — 1994
Frank Roebuck's FBR Capital Markets Experience 1999 - 2006
Job Senior Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates August 2010 - Present
Target August 2008 - May 2010
Reckitt Benckiser June 2007 - August 2007
FBR Capital Markets 1999 - 2006
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Georgetown University 1994 — 1998
BSBA
Cambridge Associates August 2010 - Present
Target August 2008 - May 2010
Reckitt Benckiser June 2007 - August 2007
FBR Capital Markets 1999 - 2006
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
Georgetown University 1994 — 1998
BSBA
Bret Thompson's FBR Capital Markets Experience August 2008 - June 2010
Job Vice President at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured May 2015 - Present
HFF July 2010 - May 2015
FBR Capital Markets August 2008 - June 2010
Piper Jaffray July 2006 - July 2008
Skills
Financial Modeling, Asset Management, Due Diligence, Valuation, Financial Analysis, Real Estate Economics, Investments, Capital Markets, Equities, Real Estate Transactions, Real Estate, Private Equity, Portfolio Management, Disposition, Venture Capital
Education
Duke University 2002 — 2006
Eastdil Secured May 2015 - Present
HFF July 2010 - May 2015
FBR Capital Markets August 2008 - June 2010
Piper Jaffray July 2006 - July 2008
Skills
Financial Modeling, Asset Management, Due Diligence, Valuation, Financial Analysis, Real Estate Economics, Investments, Capital Markets, Equities, Real Estate Transactions, Real Estate, Private Equity, Portfolio Management, Disposition, Venture Capital
Education
Duke University 2002 — 2006
Ali Shermohamad, PMP's FBR Capital Markets Experience February 2005 - December 2008
Job Project Management Support (Office of the CIO Public Building Services) at U.S. General Services Administration
Industry Information Technology and Services
Experience
U.S. General Services Administration November 2011 - Present
U.S. General Services Administration June 2009 - October 2011
FBR Capital Markets February 2005 - December 2008
Decision Consultants 2000 - 2004
Skills
Business Analysis, SharePoint, Requirements Gathering, Vendor Management, Requirements Analysis, SDLC, Project Management, Process Improvement, Program Management, Software Documentation, Microsoft SQL Server, Business Intelligence, Software Project..., Enterprise Architecture, SQL
Education
The University of Texas at Dallas 2000 — 2002
MS, Management Information Systems
University of Houston
MBA, Marketing/Quantitative Management Science
U.S. General Services Administration November 2011 - Present
U.S. General Services Administration June 2009 - October 2011
FBR Capital Markets February 2005 - December 2008
Decision Consultants 2000 - 2004
Skills
Business Analysis, SharePoint, Requirements Gathering, Vendor Management, Requirements Analysis, SDLC, Project Management, Process Improvement, Program Management, Software Documentation, Microsoft SQL Server, Business Intelligence, Software Project..., Enterprise Architecture, SQL
Education
The University of Texas at Dallas 2000 — 2002
MS, Management Information Systems
University of Houston
MBA, Marketing/Quantitative Management Science
Michael Ratino's FBR Capital Markets Experience May 2007 - August 2007
Job Director of Finance | Biotech & Pharma | Healthcare Services | Technology
Industry Information Technology and Services
Experience
Asurion 2014 - Present
Healthways 2012 - 2014
Human Genome Sciences 2011 - 2012
Human Genome Sciences 2009 - 2011
Human Genome Sciences 2007 - 2009
FBR Capital Markets May 2007 - August 2007
Human Genome Sciences 2003 - 2007
NIH 2001 - 2002
Skills
Financial Modeling, Biotechnology, Strategic Financial..., Strategic Planning, Data Analysis, Financial Analysis, Forecasting, Business Planning, Valuation, Business Strategy, Manufacturing, Process Engineering, Corporate Finance, Pharmaceuticals, Life Sciences, Budgeting, Healthcare, Leadership, Business Development, Team Leadership, Mergers & Acquisitions, Licensing, Healthcare Information..., Strategy, Cross-functional Team...
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park
Bachelor’s Degree, Bioengineering and Biomedical Engineering
Our Lady of Good Counsel High School
Asurion 2014 - Present
Healthways 2012 - 2014
Human Genome Sciences 2011 - 2012
Human Genome Sciences 2009 - 2011
Human Genome Sciences 2007 - 2009
FBR Capital Markets May 2007 - August 2007
Human Genome Sciences 2003 - 2007
NIH 2001 - 2002
Skills
Financial Modeling, Biotechnology, Strategic Financial..., Strategic Planning, Data Analysis, Financial Analysis, Forecasting, Business Planning, Valuation, Business Strategy, Manufacturing, Process Engineering, Corporate Finance, Pharmaceuticals, Life Sciences, Budgeting, Healthcare, Leadership, Business Development, Team Leadership, Mergers & Acquisitions, Licensing, Healthcare Information..., Strategy, Cross-functional Team...
Education
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park
Bachelor’s Degree, Bioengineering and Biomedical Engineering
Our Lady of Good Counsel High School
Troy D. Gravitt's FBR Capital Markets Experience September 2007 - August 2010
Job Vice President, Press and Media Relations
Industry Public Relations and Communications
Experience
Office of the Special Inspector General for the Troubled Asset Relief Program October 2011 - July 2015
FBR Capital Markets September 2007 - August 2010
Strategic Communications Group November 2006 - September 2007
Connect Public Relations July 2005 - September 2006
Leonard Resource Group, Inc. September 2003 - July 2005
The Honorable John W. Warner - US Senate, VA May 2000 - August 2000
Department of Veterans Affairs May 1999 - December 1999
Skills
Spokesperson, Media Relations, Strategic Communications, Social Media, Crisis Communications, Public Relations, Corporate Communications, Research, Press Releases, Editing, Policy Analysis, Public Speaking, Bloomberg, Journalism, Policy, Public Affairs, Marketing Communications, Investor Relations, Fundraising, Strategy, International Relations, Internal Communications, Politics, Public Policy, Event Planning, Proposal Writing, Market Research, Speech Writing, Content Strategy, Copy Editing, Spanish, News Writing, Community Outreach, Community Development, Newsletters, Nonprofits, Government, Analysis, Blogging, Leadership, Crisis Management, Strategic Planning, Copywriting, French
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
MIPP, International Corporate Finance
The Johns Hopkins University 2008 — 2011
MA, Applied Economics
University of Virginia 2003 — 2003
Certificate, Spanish, Summer Language Institute
Virginia Polytechnic Institute and State University 2001 — 2003
MPA, Public Management & Policy
Virginia Polytechnic Institute and State University 1997 — 2001
BA, Political Science
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Sociology
Office of the Special Inspector General for the Troubled Asset Relief Program October 2011 - July 2015
FBR Capital Markets September 2007 - August 2010
Strategic Communications Group November 2006 - September 2007
Connect Public Relations July 2005 - September 2006
Leonard Resource Group, Inc. September 2003 - July 2005
The Honorable John W. Warner - US Senate, VA May 2000 - August 2000
Department of Veterans Affairs May 1999 - December 1999
Skills
Spokesperson, Media Relations, Strategic Communications, Social Media, Crisis Communications, Public Relations, Corporate Communications, Research, Press Releases, Editing, Policy Analysis, Public Speaking, Bloomberg, Journalism, Policy, Public Affairs, Marketing Communications, Investor Relations, Fundraising, Strategy, International Relations, Internal Communications, Politics, Public Policy, Event Planning, Proposal Writing, Market Research, Speech Writing, Content Strategy, Copy Editing, Spanish, News Writing, Community Outreach, Community Development, Newsletters, Nonprofits, Government, Analysis, Blogging, Leadership, Crisis Management, Strategic Planning, Copywriting, French
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
MIPP, International Corporate Finance
The Johns Hopkins University 2008 — 2011
MA, Applied Economics
University of Virginia 2003 — 2003
Certificate, Spanish, Summer Language Institute
Virginia Polytechnic Institute and State University 2001 — 2003
MPA, Public Management & Policy
Virginia Polytechnic Institute and State University 1997 — 2001
BA, Political Science
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Sociology
Jessica (Sanborn) Maceyras's FBR Capital Markets Experience 2004 - September 2011
Job Compliance
Industry Venture Capital & Private Equity
Experience
The Carlyle Group September 2011 - June 2014
FBR Capital Markets 2004 - September 2011
Fidelity Investments 2000 - 2004
PricewaterhouseCoopers 1998 - 2000
Education
Miami University 1994 — 1998
BS, Business Administration
Miami University 1994 — 1998
BA, Spanish
Fundación Universidad de las Américas Puebla
Spanish Language and Culture
The Carlyle Group September 2011 - June 2014
FBR Capital Markets 2004 - September 2011
Fidelity Investments 2000 - 2004
PricewaterhouseCoopers 1998 - 2000
Education
Miami University 1994 — 1998
BS, Business Administration
Miami University 1994 — 1998
BA, Spanish
Fundación Universidad de las Américas Puebla
Spanish Language and Culture
Charles Redding's FBR Capital Markets Experience 2007 - 2007
Job Student at The College of William and Mary The Mason School of Business
Industry Banking
Experience
FBR Capital Markets 2007 - 2007
Federal Reserve Bank of Richmond June 2001 - July 2006
Education
The College of William and Mary - The Mason School of Business 2006 — 2008
FBR Capital Markets 2007 - 2007
Federal Reserve Bank of Richmond June 2001 - July 2006
Education
The College of William and Mary - The Mason School of Business 2006 — 2008
Nehru Ali's FBR Capital Markets Experience May 2006 - September 2008
Job Principal Engineer
Industry Information Technology and Services
Experience
Acuity, Inc. August 2011 - Present
CACI International Inc September 2008 - August 2011
FBR May 2006 - September 2008
FBR Capital Markets May 2006 - September 2008
ATPCO May 2000 - May 2006
GTE/Verizon December 1998 - April 2000
Skills
Enterprise Architecture, Active Directory, Disaster Recovery, Microsoft Exchange, VMware Infrastructure, Microsoft SQL Server, Windows Server, Storage, Horizon View, CommVault, Security, IT Strategy, SDLC, System Deployment, Solution Architecture, Cisco Technologies, IT Operations, Operating Systems, VMware ESX, System Administration, Network Security
Education
University of Maryland University College 2011 — 2014
Bachelor of Science (BS), Cyber Security
Howard University 1989 — 1992
Accounting
Acuity, Inc. August 2011 - Present
CACI International Inc September 2008 - August 2011
FBR May 2006 - September 2008
FBR Capital Markets May 2006 - September 2008
ATPCO May 2000 - May 2006
GTE/Verizon December 1998 - April 2000
Skills
Enterprise Architecture, Active Directory, Disaster Recovery, Microsoft Exchange, VMware Infrastructure, Microsoft SQL Server, Windows Server, Storage, Horizon View, CommVault, Security, IT Strategy, SDLC, System Deployment, Solution Architecture, Cisco Technologies, IT Operations, Operating Systems, VMware ESX, System Administration, Network Security
Education
University of Maryland University College 2011 — 2014
Bachelor of Science (BS), Cyber Security
Howard University 1989 — 1992
Accounting
Michael E. Hoffman's FBR Capital Markets Experience 2002 - 2007
Job Managing Director, Stifel
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Wunderlich Securities, Inc. October 2008 - July 2014
Wunderlich Securities October 2008 - July 2012
Caris Company June 2007 - October 2008
Friedman, Billings, Ramsey & Company, Inc. May 2002 - March 2007
FBR Capital Markets 2002 - 2007
Credit Suisse July 1999 - January 2002
Credit Suisse First Boston January 1992 - July 1999
Robertson & Stephens January 1991 - January 1992
Salomon Brothers 1986 - 1991
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Widener University 1979 — 1981
BSE
Ursinus College 1977 — 1978
Stifel Financial Corp. July 2014 - Present
Wunderlich Securities, Inc. October 2008 - July 2014
Wunderlich Securities October 2008 - July 2012
Caris Company June 2007 - October 2008
Friedman, Billings, Ramsey & Company, Inc. May 2002 - March 2007
FBR Capital Markets 2002 - 2007
Credit Suisse July 1999 - January 2002
Credit Suisse First Boston January 1992 - July 1999
Robertson & Stephens January 1991 - January 1992
Salomon Brothers 1986 - 1991
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Widener University 1979 — 1981
BSE
Ursinus College 1977 — 1978
Ryan Tochihara's FBR Capital Markets Experience 2007 - 2007
Job Biotechnology Equity Research Associate at Oppenheimer & Co.
Industry Financial Services
Experience
First Choice Dialysis, LLC September 2011 - August 2012
Broadpoint Gleacher September 2010 - August 2011
Oppenheimer & Co. June 2008 - September 2010
Bear, Stearns & Co. Inc. October 2007 - June 2008
FBR Capital Markets 2007 - 2007
Skills
Valuation, Equities, Financial Modeling, Equity Research, Securities, Capital Markets, Biotechnology
Education
Georgetown University 2006 — 2007
MS, Biochemistry and Molecular Biology
Colgate University 2002 — 2006
BA, Biology
Kent Denver
First Choice Dialysis, LLC September 2011 - August 2012
Broadpoint Gleacher September 2010 - August 2011
Oppenheimer & Co. June 2008 - September 2010
Bear, Stearns & Co. Inc. October 2007 - June 2008
FBR Capital Markets 2007 - 2007
Skills
Valuation, Equities, Financial Modeling, Equity Research, Securities, Capital Markets, Biotechnology
Education
Georgetown University 2006 — 2007
MS, Biochemistry and Molecular Biology
Colgate University 2002 — 2006
BA, Biology
Kent Denver
Peter Hans's FBR Capital Markets Experience June 2005 - February 2009
Job CoFounder & CEO at Harvest Exchange Corp.
Industry Internet
Experience
Harvest Exchange Corp. 2012 - Present
Height Analytics February 2009 - 2013
FBR Capital Markets June 2005 - February 2009
The Reserve Funds August 2000 - June 2003
Skills
Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Alternative Investments, Series 63, Financial Modeling, Financial Analysis, Trading, Private Equity, Series 7, Series 24, Capital Markets, Investment Banking, Equities, Securities, Fixed Income, Equity Research, Portfolio Management, Management, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Colby College 1996 — 2000
Bachelor's Degree, Psychology
Harvest Exchange Corp. 2012 - Present
Height Analytics February 2009 - 2013
FBR Capital Markets June 2005 - February 2009
The Reserve Funds August 2000 - June 2003
Skills
Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Alternative Investments, Series 63, Financial Modeling, Financial Analysis, Trading, Private Equity, Series 7, Series 24, Capital Markets, Investment Banking, Equities, Securities, Fixed Income, Equity Research, Portfolio Management, Management, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Colby College 1996 — 2000
Bachelor's Degree, Psychology
Kimberley Horning's FBR Capital Markets Experience November 2007 - December 2009
Job Data Specialist Permitting, Recordation & Invoicing at Washington Gas
Industry Government Relations
Experience
Washington Gas (Contractor) July 2013 - Present
Acentia (formally ITSolutions) October 2010 - April 2013
Ideal Realty June 2001 - January 2010
FBR Capital Markets November 2007 - December 2009
Skills
Cost and Benefit..., Asset Managment, Project Management, Audit and Internal..., Forward Thinking, Strategic Planning, Self-starter, Operational Streamlining, Website Authoring, Company Newsletters, Real Estate, Investment Properties, Corporate Real Estate, Real Estate Economics, Real Estate Transactions, Critical Thinking, Asset Management, Program Management, Customer Service, Policy, Budgets, Procurement, Data Analysis, Human Resources, Government, Analysis, Leadership, Management, Software Documentation, Government Contracting, DoD
Education
New Mexico State University 1975 — 1978
Advertising/PR
Washington Gas (Contractor) July 2013 - Present
Acentia (formally ITSolutions) October 2010 - April 2013
Ideal Realty June 2001 - January 2010
FBR Capital Markets November 2007 - December 2009
Skills
Cost and Benefit..., Asset Managment, Project Management, Audit and Internal..., Forward Thinking, Strategic Planning, Self-starter, Operational Streamlining, Website Authoring, Company Newsletters, Real Estate, Investment Properties, Corporate Real Estate, Real Estate Economics, Real Estate Transactions, Critical Thinking, Asset Management, Program Management, Customer Service, Policy, Budgets, Procurement, Data Analysis, Human Resources, Government, Analysis, Leadership, Management, Software Documentation, Government Contracting, DoD
Education
New Mexico State University 1975 — 1978
Advertising/PR
Britt Snider's FBR Capital Markets Experience June 2004 - June 2006
Job Principal at The JBG Companies
Industry Real Estate
Experience
The JBG Companies June 2006 - Present
FBR Capital Markets June 2004 - June 2006
Brown Brothers Harriman June 1999 - July 2002
The Advisory Board Company June 1998 - June 1999
Skills
Real Estate, Mergers, Private Equity, Real Estate Investment, Joint Ventures
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
M.B.A., Real Estate Development and Finance
Amherst College 1994 — 1998
B.A., Political Science, Cum Laude
St. Albans School 1988 — 1994
The JBG Companies June 2006 - Present
FBR Capital Markets June 2004 - June 2006
Brown Brothers Harriman June 1999 - July 2002
The Advisory Board Company June 1998 - June 1999
Skills
Real Estate, Mergers, Private Equity, Real Estate Investment, Joint Ventures
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
M.B.A., Real Estate Development and Finance
Amherst College 1994 — 1998
B.A., Political Science, Cum Laude
St. Albans School 1988 — 1994
Ahmed Hassanein, CPA's FBR Capital Markets Experience 1997 - 2007
Job Chief Accounting Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group 2011 - Present
Library of Congress Federal Credit Union 2010 - 2011
Steben & Company, Inc. 2007 - 2009
FBR Capital Markets 1997 - 2007
Deloitte 1994 - 1997
Skills
Asset Managment, Hedge Funds, Auditing, Finance, Financial Analysis, Investments, Equities, Financial Modeling, Alternative Investments, Securities, Mutual Funds, Due Diligence, Capital Markets, Portfolio Management, Private Equity, Strategic Financial..., Financial Services, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Fixed Income, Wealth Management, Accounting, Asset Allocation, Asset Management, Cash Management, Internal Controls, Investment Strategies, Mergers, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1990 — 1994
B.S., Accounting
Marymount University 1998 — 2000
MBA, Finance
Cetera Financial Group 2011 - Present
Library of Congress Federal Credit Union 2010 - 2011
Steben & Company, Inc. 2007 - 2009
FBR Capital Markets 1997 - 2007
Deloitte 1994 - 1997
Skills
Asset Managment, Hedge Funds, Auditing, Finance, Financial Analysis, Investments, Equities, Financial Modeling, Alternative Investments, Securities, Mutual Funds, Due Diligence, Capital Markets, Portfolio Management, Private Equity, Strategic Financial..., Financial Services, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Fixed Income, Wealth Management, Accounting, Asset Allocation, Asset Management, Cash Management, Internal Controls, Investment Strategies, Mergers, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1990 — 1994
B.S., Accounting
Marymount University 1998 — 2000
MBA, Finance
Andy Ughetta's FBR Capital Markets Experience August 2011 - August 2013
Job Client Service Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
Greg Swapp's FBR Capital Markets Experience December 2008 - May 2010
Job Business Operations | Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications November 2013 - Present
Level 3 Communications October 2011 - October 2013
UBS Investment Bank June 2010 - September 2011
FBR Capital Markets December 2008 - May 2010
FBR Capital Markets May 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Valuation, Venture Capital, Private Equity, Financial Analysis, Corporate Finance, Investment Banking, Investments, Mergers, Bloomberg, Finance, Corporate Development, Entrepreneurship, DCF
Education
Brigham Young University - Idaho 2005 — 2008
Level 3 Communications November 2013 - Present
Level 3 Communications October 2011 - October 2013
UBS Investment Bank June 2010 - September 2011
FBR Capital Markets December 2008 - May 2010
FBR Capital Markets May 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Valuation, Venture Capital, Private Equity, Financial Analysis, Corporate Finance, Investment Banking, Investments, Mergers, Bloomberg, Finance, Corporate Development, Entrepreneurship, DCF
Education
Brigham Young University - Idaho 2005 — 2008
John Macharia's FBR Capital Markets Experience January 2010 - December 2011
Job Principal Regulatory Coordinator at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority May 2011 - Present
FBR Capital Markets January 2010 - December 2011
Broadscope LLC April 2009 - January 2010
Wells Real Estate Funds August 2007 - January 2009
FINRA October 1997 - August 2007
Skills
Risk Assessment, AML, Auditing, Regulations, Securities, FINRA, Internal Controls, Finance, Policy, SEC, Leadership, Broker-Dealer, Securities Regulation, Series 24, Training, ETFs, Corporate Governance, Hedge Funds, Series 7, Mutual Funds, Program Management, Anti Money Laundering
Education
University of Georgia - Terry College of Business
Financial Industry Regulatory Authority May 2011 - Present
FBR Capital Markets January 2010 - December 2011
Broadscope LLC April 2009 - January 2010
Wells Real Estate Funds August 2007 - January 2009
FINRA October 1997 - August 2007
Skills
Risk Assessment, AML, Auditing, Regulations, Securities, FINRA, Internal Controls, Finance, Policy, SEC, Leadership, Broker-Dealer, Securities Regulation, Series 24, Training, ETFs, Corporate Governance, Hedge Funds, Series 7, Mutual Funds, Program Management, Anti Money Laundering
Education
University of Georgia - Terry College of Business
Nathan Pierce's FBR Capital Markets Experience September 2009 - April 2010
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2010 - Present
Secure Capital Network April 2012 - March 2014
FBR Capital Markets September 2009 - April 2010
Weil Gotshal and Manges June 2008 - September 2009
Lehman Brothers August 2007 - April 2008
Standard & Poor's May 2006 - August 2006
Boies, Schiller & Flexner May 2005 - August 2005
RBS Greenwich Capital May 2004 - April 2005
Utah State Office of the Governor August 2001 - August 2003
Skills
Structured Finance, Financial Structuring, Capital Markets, Investment Banking, Financial Modeling, Corporate Finance, Securitization, Financial Analysis, Corporate Law, Structured Products, Financial Institutions, Financial Regulation, Securities Regulation, Bankruptcy, Banking Law, Financial Markets, Chapter 11, Regulatory Capital, Hedging, High Yield, Capital, Securities, Leveraged Finance, Structuring, Reorganization, Distressed Debt, Hybrids, Mergers, Ratings Advisory, Credit Rating, Rating Agency Relations, Ratings
Education
New York University School of Law 2003 — 2007
JD/MBA, Law & Finance
New York University - Leonard N. Stern School of Business 2004 — 2007
JD/MBA, Law & Finance
University of Utah 1996 — 2003
BA, Honors Communication, Cum laude
Pleasant Grove 1993 — 1996
H.S. Diploma
Morgan Stanley April 2010 - Present
Secure Capital Network April 2012 - March 2014
FBR Capital Markets September 2009 - April 2010
Weil Gotshal and Manges June 2008 - September 2009
Lehman Brothers August 2007 - April 2008
Standard & Poor's May 2006 - August 2006
Boies, Schiller & Flexner May 2005 - August 2005
RBS Greenwich Capital May 2004 - April 2005
Utah State Office of the Governor August 2001 - August 2003
Skills
Structured Finance, Financial Structuring, Capital Markets, Investment Banking, Financial Modeling, Corporate Finance, Securitization, Financial Analysis, Corporate Law, Structured Products, Financial Institutions, Financial Regulation, Securities Regulation, Bankruptcy, Banking Law, Financial Markets, Chapter 11, Regulatory Capital, Hedging, High Yield, Capital, Securities, Leveraged Finance, Structuring, Reorganization, Distressed Debt, Hybrids, Mergers, Ratings Advisory, Credit Rating, Rating Agency Relations, Ratings
Education
New York University School of Law 2003 — 2007
JD/MBA, Law & Finance
New York University - Leonard N. Stern School of Business 2004 — 2007
JD/MBA, Law & Finance
University of Utah 1996 — 2003
BA, Honors Communication, Cum laude
Pleasant Grove 1993 — 1996
H.S. Diploma
Kevin Phillips's FBR Capital Markets Experience May 2009 - September 2010
Job Managing Director, Joint Global Head of Power & Utilities at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Daniel Knaus's FBR Capital Markets Experience 2005 - 2006
Job Strategy Manager at Brady Corporation
Industry Business Supplies and Equipment
Experience
Brady Corporation 2014 - Present
The Boston Consulting Group 2012 - 2014
The Boston Consulting Group June 2011 - August 2011
Gates Global Inc. (formerly Tomkins plc) 2008 - 2010
Lazard 2006 - 2008
FBR Capital Markets 2005 - 2006
Skills
Business Strategy, Management Consulting, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Analysis, Mergers, Valuation, Acquisition Integration, Private Equity, Investment Banking, Corporate Finance, Marketing Strategy, Pricing Strategy, Capital Budgeting, Strategy, Strategic Consulting
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Strategy, Marketing, Managerial Economics, Management & Org., Innovation
Colgate University 2001 — 2005
BA, Economics, Political Science
The Tuck School of Business at Dartmouth 2004 — 2004
Tuck Business Bridge Program
Brady Corporation 2014 - Present
The Boston Consulting Group 2012 - 2014
The Boston Consulting Group June 2011 - August 2011
Gates Global Inc. (formerly Tomkins plc) 2008 - 2010
Lazard 2006 - 2008
FBR Capital Markets 2005 - 2006
Skills
Business Strategy, Management Consulting, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Analysis, Mergers, Valuation, Acquisition Integration, Private Equity, Investment Banking, Corporate Finance, Marketing Strategy, Pricing Strategy, Capital Budgeting, Strategy, Strategic Consulting
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Strategy, Marketing, Managerial Economics, Management & Org., Innovation
Colgate University 2001 — 2005
BA, Economics, Political Science
The Tuck School of Business at Dartmouth 2004 — 2004
Tuck Business Bridge Program
John Z. Martinez's FBR Capital Markets Experience August 2010 - Present
Job Senior Research Associate Financial Institutions at FBR Capital Markets
Industry Investment Management
Experience
FBR Capital Markets August 2010 - Present
Commerce Street Capital November 2007 - August 2010
Cohen & Company 2004 - 2007
Education
Franklin & Marshall College 1995 — 2001
FBR Capital Markets August 2010 - Present
Commerce Street Capital November 2007 - August 2010
Cohen & Company 2004 - 2007
Education
Franklin & Marshall College 1995 — 2001
Deirdre G. Mullaly's FBR Capital Markets Experience May 2007 - January 2011
Job Project Manager at Technology Trends Group
Industry Information Technology and Services
Experience
Technology Trends Group 2014 - Present
Specialists On Call, Inc. June 2014 - November 2014
Technology Trends Group July 2013 - May 2014
Virginia Hospital Center January 2011 - March 2013
FBR Capital Markets May 2007 - January 2011
Virginia Hospital Center May 2004 - May 2007
Proxicom - Dimension Data May 1999 - May 2004
Skills
ITIL v3 Foundations..., Vendor Management, Telecommunications, Data Center, Program Management, Project Management, Capital Budgeting, Operating Budgets, Staff Management, Staff Development, Software Documentation, Change Management, Networking, Business Intelligence, SharePoint, Integration, Healthcare, IT Service Management, ITIL, Team Leadership, Analysis, Technical Support, Strategy, Management, Team Building, Windows, Active Directory, Troubleshooting, Enterprise Software, Leadership, Information Technology, Security, Disaster Recovery, Process Improvement, IT Strategy, Business Analysis, SDLC, IT Management, Requirements Analysis, IT Operations, Managed Services, Consulting, Healthcare Information..., System Administration, Project Portfolio...
Education
University of Colorado Colorado Springs 1986 — 1994
BA, Organizational Communication
Northern Virginia Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Legal Assistant/Paralegal, Magna Cum Laude
Technology Trends Group 2014 - Present
Specialists On Call, Inc. June 2014 - November 2014
Technology Trends Group July 2013 - May 2014
Virginia Hospital Center January 2011 - March 2013
FBR Capital Markets May 2007 - January 2011
Virginia Hospital Center May 2004 - May 2007
Proxicom - Dimension Data May 1999 - May 2004
Skills
ITIL v3 Foundations..., Vendor Management, Telecommunications, Data Center, Program Management, Project Management, Capital Budgeting, Operating Budgets, Staff Management, Staff Development, Software Documentation, Change Management, Networking, Business Intelligence, SharePoint, Integration, Healthcare, IT Service Management, ITIL, Team Leadership, Analysis, Technical Support, Strategy, Management, Team Building, Windows, Active Directory, Troubleshooting, Enterprise Software, Leadership, Information Technology, Security, Disaster Recovery, Process Improvement, IT Strategy, Business Analysis, SDLC, IT Management, Requirements Analysis, IT Operations, Managed Services, Consulting, Healthcare Information..., System Administration, Project Portfolio...
Education
University of Colorado Colorado Springs 1986 — 1994
BA, Organizational Communication
Northern Virginia Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Legal Assistant/Paralegal, Magna Cum Laude
Thomas Barry's FBR Capital Markets Experience 2006 - 2008
Job
Industry Real Estate
Experience
Ruppert Landscape November 2014 - Present
Carr Companies (The Oliver Carr Company, Carr Hospitality, Carr City Centers) 2008 - 2014
Carr Workplaces 2009 - 2010
FBR Capital Markets 2006 - 2008
Skills
Valuation, Corporate Finance, Real Estate, Financial Modeling, Finance, Asset Management, Financial Analysis, Strategic Financial..., Acquisitions, Private Equity, Lease Negotiations, Equity Research, Portfolio Management, Mergers & Acquisitions, Investment Properties, Contract Negotiation, Real Estate Finance, Real Estate Investment, Real Estate Development
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton Schoo, MBA
American University
B.A., Finance
Ruppert Landscape November 2014 - Present
Carr Companies (The Oliver Carr Company, Carr Hospitality, Carr City Centers) 2008 - 2014
Carr Workplaces 2009 - 2010
FBR Capital Markets 2006 - 2008
Skills
Valuation, Corporate Finance, Real Estate, Financial Modeling, Finance, Asset Management, Financial Analysis, Strategic Financial..., Acquisitions, Private Equity, Lease Negotiations, Equity Research, Portfolio Management, Mergers & Acquisitions, Investment Properties, Contract Negotiation, Real Estate Finance, Real Estate Investment, Real Estate Development
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton Schoo, MBA
American University
B.A., Finance
Richard Nash's FBR Capital Markets Experience 2005 - 2008
Job Chief Legal Officer, General Counsel and Corporate Affairs Executive
Industry Executive Office
Experience
GXS 2008 - 2014
FBR Capital Markets 2005 - 2008
Intelsat 2001 - 2005
Global Telesystems 1995 - 2001
Prior Experience 1988 - 1995
Skills
General Corporate..., Corporate Governance, Corporate Law, Corporate Finance, Board of Directors, Board Governance, General Commercial..., Commercial Litigation, Mergers & Acquisitions, IPO, Intellectual Property, Private Equity, Private Placements, Securities Offerings, International Business..., International Investment, Strategic Counsel, Legal Compliance, Joint Ventures, Software Licensing, Technology Policy, IT law, privacy law, Cyberlaw, Antitrust Law, C-Level Leadership, Employment Law, Non-profit Boards, International Tax, Management Of Outside..., Crisis Management, HR Policies, Litigation Management, Governmental Affairs, Corporate Financial..., Business Planning, Negotiation, Telecommunications, SaaS, Cloud Applications, Cost Reduction..., Emerging Markets, Emerging Growth..., B2B, Global E-commerce, IT Outsourcing, Financial Services, Corporate Internal..., Foreign Affairs, Cyber-security
Education
Columbia University School of Law 1981 — 1984
Doctor of Law (J.D.)
Columbia University - School of International and Public Affairs 1982 — 1983
International Fellows Program
Princeton University
Bachelor of Arts (A.B.), Woodrow Wilson School of Public & International Affairs, magna cum laude
GXS 2008 - 2014
FBR Capital Markets 2005 - 2008
Intelsat 2001 - 2005
Global Telesystems 1995 - 2001
Prior Experience 1988 - 1995
Skills
General Corporate..., Corporate Governance, Corporate Law, Corporate Finance, Board of Directors, Board Governance, General Commercial..., Commercial Litigation, Mergers & Acquisitions, IPO, Intellectual Property, Private Equity, Private Placements, Securities Offerings, International Business..., International Investment, Strategic Counsel, Legal Compliance, Joint Ventures, Software Licensing, Technology Policy, IT law, privacy law, Cyberlaw, Antitrust Law, C-Level Leadership, Employment Law, Non-profit Boards, International Tax, Management Of Outside..., Crisis Management, HR Policies, Litigation Management, Governmental Affairs, Corporate Financial..., Business Planning, Negotiation, Telecommunications, SaaS, Cloud Applications, Cost Reduction..., Emerging Markets, Emerging Growth..., B2B, Global E-commerce, IT Outsourcing, Financial Services, Corporate Internal..., Foreign Affairs, Cyber-security
Education
Columbia University School of Law 1981 — 1984
Doctor of Law (J.D.)
Columbia University - School of International and Public Affairs 1982 — 1983
International Fellows Program
Princeton University
Bachelor of Arts (A.B.), Woodrow Wilson School of Public & International Affairs, magna cum laude
Barton Crockett's FBR Capital Markets Experience October 2013 - Present
Job SVP, Sr Research Analyst at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
Benjamin Salisbury's FBR Capital Markets Experience February 2009 - Present
Job Senior Energy Policy Analyst, SVP at FBR Capital Markets
Industry Capital Markets
Experience
FBR CAPITAL MARKETS February 2009 - Present
U.S. Department of Energy May 2008 - January 2009
Lehman Brothers April 2005 - March 2008
CONGRESSMAN DUNCAN HUNTER July 2004 - April 2005
CONGRESSMAN J.D March 2003 - July 2004
Public Opinion Strategies May 2001 - March 2003
Skills
Policy Analysis, Energy Policy, Environmental Policy, Equity Research, OPEC, Oil & Gas, Analysis, Strategy, International Relations, Environmental Regulation, Politics, Research, Energy Economics, Energy, Proposal Writing, Leadership, Economics, Climate Change, Public Policy, Legislative Relations, Legislation, Financial Modeling, Capital Markets, Government, Strategic Communications, Equities, Renewable Energy Policy, Policy, Opinion Polling, Political Polling
Education
Georgetown University 1999 — 2001
Bachelor of Arts, Government
FBR CAPITAL MARKETS February 2009 - Present
U.S. Department of Energy May 2008 - January 2009
Lehman Brothers April 2005 - March 2008
CONGRESSMAN DUNCAN HUNTER July 2004 - April 2005
CONGRESSMAN J.D March 2003 - July 2004
Public Opinion Strategies May 2001 - March 2003
Skills
Policy Analysis, Energy Policy, Environmental Policy, Equity Research, OPEC, Oil & Gas, Analysis, Strategy, International Relations, Environmental Regulation, Politics, Research, Energy Economics, Energy, Proposal Writing, Leadership, Economics, Climate Change, Public Policy, Legislative Relations, Legislation, Financial Modeling, Capital Markets, Government, Strategic Communications, Equities, Renewable Energy Policy, Policy, Opinion Polling, Political Polling
Education
Georgetown University 1999 — 2001
Bachelor of Arts, Government
Kurt Harrington's FBR Capital Markets Experience 2006 - 2008
Job Former Chief Financial Officer
Industry Financial Services
Experience
Wheeler Real Estate Investment Trust June 2015 - Present
Arlington Asset Investment Corp. March 2015 - April 2015
Arlington Asset Investment Corp. March 1997 - March 2015
FBR Capital Markets 2006 - 2008
FBR Asset Investment Corporation September 1999 - March 2003
Jupiter National September 1990 - September 1996
MCI April 1984 - April 1990
Marriott Corporation November 1979 - April 1984
PricewaterhouseCoopers January 1978 - November 1979
Meahl, McNamara & Co October 1974 - January 1978
Skills
Mergers, Financial Reporting, IPO, Investments, Due Diligence, Accounting, Alternative Investments, Asset Management, Banking, Bloomberg
Education
Nichols College 1970 — 1974
BSBA, Accounting
Wheeler Real Estate Investment Trust June 2015 - Present
Arlington Asset Investment Corp. March 2015 - April 2015
Arlington Asset Investment Corp. March 1997 - March 2015
FBR Capital Markets 2006 - 2008
FBR Asset Investment Corporation September 1999 - March 2003
Jupiter National September 1990 - September 1996
MCI April 1984 - April 1990
Marriott Corporation November 1979 - April 1984
PricewaterhouseCoopers January 1978 - November 1979
Meahl, McNamara & Co October 1974 - January 1978
Skills
Mergers, Financial Reporting, IPO, Investments, Due Diligence, Accounting, Alternative Investments, Asset Management, Banking, Bloomberg
Education
Nichols College 1970 — 1974
BSBA, Accounting
Alicia Stewart Pizzi's FBR Capital Markets Experience June 2007 - February 2011
Job SVP, FBR Capital Markets Investment Banking
Industry Financial Services
Experience
FBR Capital Markets June 2007 - February 2011
UBS Investment Bank 2004 - 2007
UBS Investment Bank 2000 - 2001
Credit Suisse First Boston 1995 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance, Management
Dickinson College 1990 — 1994
BA, Policy and Management Studies, Political Science
FBR Capital Markets June 2007 - February 2011
UBS Investment Bank 2004 - 2007
UBS Investment Bank 2000 - 2001
Credit Suisse First Boston 1995 - 2000
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance, Management
Dickinson College 1990 — 1994
BA, Policy and Management Studies, Political Science
Derek Mattson's FBR Capital Markets Experience July 2004 - March 2008
Job Managing Director at Inverness Advisors, LLC
Industry Investment Banking
Experience
Inverness Advisors, LLC March 2009 - Present
Montgomery & Co. March 2008 - January 2009
FBR Capital Markets July 2004 - March 2008
Cowen & Co. December 1997 - March 2004
Allianz AG August 1994 - December 1996
Skills
Investment Banking, Mergers, Venture Capital, Private Placements, Capital Markets, Mergers & Acquisitions, Acquisitions, Financial Modeling, Due Diligence, Valuation, Management, Private Equity, Capital Raising, Start-ups, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1998
MBA
Inverness Advisors, LLC March 2009 - Present
Montgomery & Co. March 2008 - January 2009
FBR Capital Markets July 2004 - March 2008
Cowen & Co. December 1997 - March 2004
Allianz AG August 1994 - December 1996
Skills
Investment Banking, Mergers, Venture Capital, Private Placements, Capital Markets, Mergers & Acquisitions, Acquisitions, Financial Modeling, Due Diligence, Valuation, Management, Private Equity, Capital Raising, Start-ups, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1998
MBA
Liz Pate's FBR Capital Markets Experience 2004 - 2008
Job Research Associate Semiconductors at Susquehanna International Group
Industry Semiconductors
Experience
Susquehanna International Group April 2010 - Present
Piper Jaffray March 2008 - April 2010
FBR Capital Markets 2004 - 2008
Friedman Billings Ramsey 2004 - 2008
SoundView Technology Group 1997 - 2004
Skills
Valuation, Equity Research, Equities, Alternative Investments, Analysis, Bloomberg, Asset Management, Business Analysis, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
Susquehanna International Group April 2010 - Present
Piper Jaffray March 2008 - April 2010
FBR Capital Markets 2004 - 2008
Friedman Billings Ramsey 2004 - 2008
SoundView Technology Group 1997 - 2004
Skills
Valuation, Equity Research, Equities, Alternative Investments, Analysis, Bloomberg, Asset Management, Business Analysis, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
Nikolas De Sena's FBR Capital Markets Experience July 2011 - November 2011
Job President at U.S. Dynamics Corporation
Industry Defense & Space
Experience
U.S. Dynamics Corporation November 2014 - Present
U.S. Dynamics Corporation March 2014 - November 2014
U.S. Dynamics Corporation November 2012 - March 2014
Pan Am Equities April 2012 - November 2012
FBR Capital Markets July 2011 - November 2011
Hapoalim Securities USA October 2010 - August 2011
Baruch College, Zicklin School of Business August 2008 - June 2010
Zicklin Graduate Finance and Investment Club September 2008 - April 2010
Amalgamated Bank June 2009 - August 2009
Bondcorp Mortgage Company August 2007 - August 2008
Skills
Credit Risk, Fixed Income, Capital Markets, Investments, Loans, Portfolio Management, Credit, Start-ups, Business Strategy, Equity Research, New Business Development, Financial Modeling, Bloomberg Terminal, Strategy, Entrepreneurship, Relationship Management, Business Planning, Management Consulting, Management, Analytics, Venture Capital, Recruiting, Securities, Analysis, Executive Management, Mortgage Lending, Financial Services, Leadership, Competitive Analysis, Trading, Economics, Marketing Strategy, Sales, Alternative Investments, Underwriting, Structured Finance, Equity Derivatives, Options, Financial Risk, Strategic Financial..., Banking, Derivatives, Marketing, Series 7, Financial Markets, Mutual Funds, Financial Advisory, Financial Structuring
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Honors MBA, Finance & Investments
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Management; HR concentration
U.S. Dynamics Corporation November 2014 - Present
U.S. Dynamics Corporation March 2014 - November 2014
U.S. Dynamics Corporation November 2012 - March 2014
Pan Am Equities April 2012 - November 2012
FBR Capital Markets July 2011 - November 2011
Hapoalim Securities USA October 2010 - August 2011
Baruch College, Zicklin School of Business August 2008 - June 2010
Zicklin Graduate Finance and Investment Club September 2008 - April 2010
Amalgamated Bank June 2009 - August 2009
Bondcorp Mortgage Company August 2007 - August 2008
Skills
Credit Risk, Fixed Income, Capital Markets, Investments, Loans, Portfolio Management, Credit, Start-ups, Business Strategy, Equity Research, New Business Development, Financial Modeling, Bloomberg Terminal, Strategy, Entrepreneurship, Relationship Management, Business Planning, Management Consulting, Management, Analytics, Venture Capital, Recruiting, Securities, Analysis, Executive Management, Mortgage Lending, Financial Services, Leadership, Competitive Analysis, Trading, Economics, Marketing Strategy, Sales, Alternative Investments, Underwriting, Structured Finance, Equity Derivatives, Options, Financial Risk, Strategic Financial..., Banking, Derivatives, Marketing, Series 7, Financial Markets, Mutual Funds, Financial Advisory, Financial Structuring
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Honors MBA, Finance & Investments
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Management; HR concentration
Nate Luce's FBR Capital Markets Experience 2004 - 2007
Job Business Development Manager
Industry Financial Services
Experience
Infosys June 2014 - Present
Vanderbilt University July 2012 - May 2014
Mattel June 2013 - August 2013
NASDAQ OMX October 2009 - June 2012
PrimeZone Media Network January 2008 - October 2009
FBR Capital Markets 2004 - 2007
Skills
Investor Relations, Press Releases, Strategic Communications, Corporate Communications, Public Relations, Social Media, Media Relations, Editing, Copy Editing, Crisis Communications, Social Media Marketing, Marketing Communications, SEO, Content Management, Research, Blogging, Digital Media, Copywriting, New Media, Internal Communications, Web Content, Facebook, Digital Strategy, Newsletters, Social Media Measurement, Integrated Marketing, Content Development, Digital Marketing, Email Marketing, Online Marketing, Social Networking, Marketing, Online Advertising, Advertising, Web Analytics
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Colorado at Boulder 2000 — 2004
Bachelor of Science (B.S.), Journalism
St. Albans School
Infosys June 2014 - Present
Vanderbilt University July 2012 - May 2014
Mattel June 2013 - August 2013
NASDAQ OMX October 2009 - June 2012
PrimeZone Media Network January 2008 - October 2009
FBR Capital Markets 2004 - 2007
Skills
Investor Relations, Press Releases, Strategic Communications, Corporate Communications, Public Relations, Social Media, Media Relations, Editing, Copy Editing, Crisis Communications, Social Media Marketing, Marketing Communications, SEO, Content Management, Research, Blogging, Digital Media, Copywriting, New Media, Internal Communications, Web Content, Facebook, Digital Strategy, Newsletters, Social Media Measurement, Integrated Marketing, Content Development, Digital Marketing, Email Marketing, Online Marketing, Social Networking, Marketing, Online Advertising, Advertising, Web Analytics
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
University of Colorado at Boulder 2000 — 2004
Bachelor of Science (B.S.), Journalism
St. Albans School
Doug Garber's FBR Capital Markets Experience April 2007 - January 2011
Job Senior Analyst at Surveyor Capital (Citadel)
Industry Research
Experience
Surveyor Capital (Citadel) February 2013 - Present
Dahlman Rose May 2011 - February 2013
FBR Capital Markes January 2011 - May 2011
FBR Capital Markets April 2007 - January 2011
Johnson Rice & Company May 2006 - April 2007
Education
Tulane University 2006 — 2007
Master of Finance
Tulane University 2002 — 2006
BSM
Surveyor Capital (Citadel) February 2013 - Present
Dahlman Rose May 2011 - February 2013
FBR Capital Markes January 2011 - May 2011
FBR Capital Markets April 2007 - January 2011
Johnson Rice & Company May 2006 - April 2007
Education
Tulane University 2006 — 2007
Master of Finance
Tulane University 2002 — 2006
BSM
David Masi's FBR Capital Markets Experience June 2009 - November 2013
Job Vice President, Credit Trader at American Capital
Industry Investment Management
Experience
American Capital December 2013 - Present
FBR Capital Markets June 2009 - November 2013
GSO Capital Partners January 2006 - December 2008
US Bank 2004 - 2005
Skills
Hedge Funds, Fixed Income, High Yield, Bloomberg, Capital Markets, Equities, Alternative Investments, Valuation, Bonds, Investment Banking, Investments, Series 7
Education
Union College 2000 — 2004
BA, Economics
American Capital December 2013 - Present
FBR Capital Markets June 2009 - November 2013
GSO Capital Partners January 2006 - December 2008
US Bank 2004 - 2005
Skills
Hedge Funds, Fixed Income, High Yield, Bloomberg, Capital Markets, Equities, Alternative Investments, Valuation, Bonds, Investment Banking, Investments, Series 7
Education
Union College 2000 — 2004
BA, Economics
Jacob Kuit's FBR Capital Markets Experience December 2010 - Present
Job Event Driven Analyst at FBR Capital Markets
Industry Investment Management
Experience
FBR Capital Markets December 2010 - Present
G-2 Capital December 2008 - December 2010
UBS Investment Bank August 2007 - December 2008
Richmond Capital January 2006 - August 2007
Education
Columbia University in the City of New York 1996 — 2000
BA, Economics
FBR Capital Markets December 2010 - Present
G-2 Capital December 2008 - December 2010
UBS Investment Bank August 2007 - December 2008
Richmond Capital January 2006 - August 2007
Education
Columbia University in the City of New York 1996 — 2000
BA, Economics
Demetri Diavatis's FBR Capital Markets Experience February 2010 - Present
Job Senior Vice President at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets February 2010 - Present
Auriga USA LLC December 2008 - January 2010
Caris & Company December 2006 - December 2008
FBR August 1997 - November 2006
Xerox September 1993 - August 1995
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
BS, Finance
FBR Capital Markets February 2010 - Present
Auriga USA LLC December 2008 - January 2010
Caris & Company December 2006 - December 2008
FBR August 1997 - November 2006
Xerox September 1993 - August 1995
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1989 — 1993
BS, Finance
Matthew Zambetti's FBR Capital Markets Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
FBR Capital Markets 2008 - Present
Bear Stearns 2007 - 2008
Education
Georgetown University 2003 — 2007
BS, Finance/Economics
FBR Capital Markets 2008 - Present
Bear Stearns 2007 - 2008
Education
Georgetown University 2003 — 2007
BS, Finance/Economics
Adrienne Yih's FBR Capital Markets Experience June 2006 - May 2010
Job Managing Director, Senior Analyst Retailing/Department Stores & Specialty Softlines at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC July 2015 - Present
Janney Capital Markets August 2010 - June 2015
FBR Capital Markets June 2006 - May 2010
Wedbush Morgan Securities April 2000 - May 2006
Prudential Securities 1993 - 1997
Skills
Retail, Equity Research, Valuation, Financial Analysis, Mutual Funds, Series 63, M&A experience, Finance, Capital Markets, Venture Capital, Investment Banking, Asset Allocation, Equities, Financial Modeling, Hedge Funds, Stock Picking, Equity Valuation, Series 7, Private Equity, Structured Finance, Competitive Analysis, Sell Side, FINRA, Management, Mergers & Acquisitions, Investments, Alternative Investments, Bloomberg, Securities, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Investment Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Stanford University 1988 — 1992
BS, Industrial Engineering
Wolfe Research, LLC July 2015 - Present
Janney Capital Markets August 2010 - June 2015
FBR Capital Markets June 2006 - May 2010
Wedbush Morgan Securities April 2000 - May 2006
Prudential Securities 1993 - 1997
Skills
Retail, Equity Research, Valuation, Financial Analysis, Mutual Funds, Series 63, M&A experience, Finance, Capital Markets, Venture Capital, Investment Banking, Asset Allocation, Equities, Financial Modeling, Hedge Funds, Stock Picking, Equity Valuation, Series 7, Private Equity, Structured Finance, Competitive Analysis, Sell Side, FINRA, Management, Mergers & Acquisitions, Investments, Alternative Investments, Bloomberg, Securities, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Investment Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Stanford University 1988 — 1992
BS, Industrial Engineering
Stephen Dobi's FBR Capital Markets Experience March 2014 - August 2014
Job Supervisory Analyst
Industry Research
Experience
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
Andrew Rensimer's FBR Capital Markets Experience May 2011 - July 2012
Job Finance Manager at Legacy Reserves
Industry Oil & Energy
Experience
Legacy Reserves August 2015 - Present
Seaport Global Securities LLC July 2012 - August 2015
Global Hunter Securities July 2012 - March 2015
FBR Capital Markets May 2011 - July 2012
Global Hunter Securities 2010 - July 2011
Merrill Lynch June 2008 - February 2010
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Equity Research, Bloomberg, Capital IQ, Financial Analysis, Corporate Finance, Equities, Private Equity, Equity Valuation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Legacy Reserves August 2015 - Present
Seaport Global Securities LLC July 2012 - August 2015
Global Hunter Securities July 2012 - March 2015
FBR Capital Markets May 2011 - July 2012
Global Hunter Securities 2010 - July 2011
Merrill Lynch June 2008 - February 2010
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Equity Research, Bloomberg, Capital IQ, Financial Analysis, Corporate Finance, Equities, Private Equity, Equity Valuation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Ralph F. Papile, CFA's FBR Capital Markets Experience 2009 - 2014
Job Executive Director Credit Sales at Natixis North America
Industry Investment Banking
Experience
Natixis North America July 2014 - Present
FBR Capital Markets 2009 - 2014
Societe Generale 2003 - 2008
RW Pressprich 2002 - 2003
CBA Securities 2001 - 2002
ING Nederland 1994 - 2001
Merrion Group 1991 - 1994
John Hancock Mutual Life Insurance Company 1988 - 1991
Skills
High Yield, Leveraged Finance, Portfolio Management, Loans, Fixed Income, Capital Markets, Equities, Bonds, Hedge Funds, Asset Management, Credit Derivatives, Bloomberg, Trading, Credit, Securities, Investments, Credit Risk, Investment Banking, CDS, Equity Derivatives, Structured Products, Structured Finance, Private Equity, Emerging Markets, Financial Markets, Derivatives, Alternative Investments, Equity Research, Financial Structuring, Valuation, Series 7, ABS, Options, Securitization, Private Placements, Interest Rate..., Corporate Finance, Equity Trading
Education
Georgetown University 1976 — 1980
BSBA, Finance
Natixis North America July 2014 - Present
FBR Capital Markets 2009 - 2014
Societe Generale 2003 - 2008
RW Pressprich 2002 - 2003
CBA Securities 2001 - 2002
ING Nederland 1994 - 2001
Merrion Group 1991 - 1994
John Hancock Mutual Life Insurance Company 1988 - 1991
Skills
High Yield, Leveraged Finance, Portfolio Management, Loans, Fixed Income, Capital Markets, Equities, Bonds, Hedge Funds, Asset Management, Credit Derivatives, Bloomberg, Trading, Credit, Securities, Investments, Credit Risk, Investment Banking, CDS, Equity Derivatives, Structured Products, Structured Finance, Private Equity, Emerging Markets, Financial Markets, Derivatives, Alternative Investments, Equity Research, Financial Structuring, Valuation, Series 7, ABS, Options, Securitization, Private Placements, Interest Rate..., Corporate Finance, Equity Trading
Education
Georgetown University 1976 — 1980
BSBA, Finance
Douglas Carson's FBR Capital Markets Experience June 2003 - Present
Job Senior Vice President, Insurance Investment Banking
Industry Investment Banking
Experience
FBR Capital Markets June 2003 - Present
Wachovia Securities 2000 - 2003
Federal Reserve Board June 1995 - July 1997
Skills
Capital Markets, Corporate Finance, Equities, Financial Modeling, Insurance, Mergers, Investment Banking, Private Equity, Valuation
Education
Duke University - The Fuqua School of Business 1998 — 2000
Trinity University 1990 — 1994
FBR Capital Markets June 2003 - Present
Wachovia Securities 2000 - 2003
Federal Reserve Board June 1995 - July 1997
Skills
Capital Markets, Corporate Finance, Equities, Financial Modeling, Insurance, Mergers, Investment Banking, Private Equity, Valuation
Education
Duke University - The Fuqua School of Business 1998 — 2000
Trinity University 1990 — 1994
Steve Gaenzler, CFA's FBR Capital Markets Experience December 2004 - January 2007
Job Principal of Five Bridges Advisors, LLC
Industry Financial Services
Experience
Five Bridges Advisors, LLC June 2008 - Present
FBR Investment Management, Inc. January 2007 - June 2008
FBR Capital Markets December 2004 - January 2007
Freddie Mac June 1991 - October 2004
Skills
MBS, Trading, Mortgage, Structuring, ABS, Valuation, Mortgage Lending, Portfolio Management, Financial Structuring, Fixed Income, Capital Markets, Financial Analysis, Financial Modeling, Financial Services, Risk Management, Investments, Securities, Asset Management
Education
American University - Kogod School of Business 1988 — 1992
BSBA, Finance and International Business
Five Bridges Advisors, LLC June 2008 - Present
FBR Investment Management, Inc. January 2007 - June 2008
FBR Capital Markets December 2004 - January 2007
Freddie Mac June 1991 - October 2004
Skills
MBS, Trading, Mortgage, Structuring, ABS, Valuation, Mortgage Lending, Portfolio Management, Financial Structuring, Fixed Income, Capital Markets, Financial Analysis, Financial Modeling, Financial Services, Risk Management, Investments, Securities, Asset Management
Education
American University - Kogod School of Business 1988 — 1992
BSBA, Finance and International Business
David Toepel's FBR Capital Markets Experience 2003 - Present
Job Senior Managing Director, CoHead of Equity Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets 2003 - Present
Piper Jaffray 1996 - 2002
Skills
Private Placements, Capital Markets, Series 7, Investment Banking, Equity Research, Equities
Education
Kalamazoo College 1987 — 1991
BA, Economics and Business
FBR Capital Markets 2003 - Present
Piper Jaffray 1996 - 2002
Skills
Private Placements, Capital Markets, Series 7, Investment Banking, Equity Research, Equities
Education
Kalamazoo College 1987 — 1991
BA, Economics and Business
Edward Tarbutton's FBR Capital Markets Experience March 2011 - Present
Job Institutional Equity Sales at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets March 2011 - Present
The House DC Charity Golf Tournament February 2010 - Present
Morgan Stanley Smith Barney June 2008 - March 2011
Citi Smith Barney June 2007 - August 2007
Bearing Point Inc June 2006 - August 2006
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Investments, Portfolio Management, Capital Markets, Series 63, Asset Management, Fixed Income, Financial Analysis, Alternative Investments, Securities, Wealth Management, Mutual Funds, Equity Research, Asset Allocation, Investment Advisory
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science, Finance & Economics
Gonzaga College High School 2000 — 2004
FBR Capital Markets March 2011 - Present
The House DC Charity Golf Tournament February 2010 - Present
Morgan Stanley Smith Barney June 2008 - March 2011
Citi Smith Barney June 2007 - August 2007
Bearing Point Inc June 2006 - August 2006
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Investments, Portfolio Management, Capital Markets, Series 63, Asset Management, Fixed Income, Financial Analysis, Alternative Investments, Securities, Wealth Management, Mutual Funds, Equity Research, Asset Allocation, Investment Advisory
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science, Finance & Economics
Gonzaga College High School 2000 — 2004
Nelly Baranaskas's FBR Capital Markets Experience October 2009 - January 2011
Job Financial Services
Industry Financial Services
Experience
FBR Capital Markets October 2009 - January 2011
Shoreline Trading Group LLC August 2008 - September 2009
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
FBR Capital Markets October 2009 - January 2011
Shoreline Trading Group LLC August 2008 - September 2009
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
Kiran Parvataneni's FBR Capital Markets Experience January 2005 - November 2011
Job Director of Information Technology at National Corporate Housing
Industry Investment Banking
Experience
National Corporate Housing March 2015 - Present
Host Hotels & Resorts December 2011 - March 2015
FBR Capital Markets January 2005 - November 2011
Sierrabay Technology Group October 2002 - December 2004
National Board of Examiners in Optometry March 2001 - September 2002
Intelligent Systems India Limited June 1998 - February 2001
Navayuga Infotech Pvt. Ltd. June 1997 - May 1998
Skills
Databases, Business Analysis, Microsoft SQL Server, Requirements Analysis, SDLC, Disaster Recovery, Vendor Management, Enterprise Architecture, Security, Data Modeling, Project Management
Education
Koneru Lakshmaiah College of Engineering 1993 — 1997
Bachelors, Mechanical with specialization in Industrial Production
space central school 1978 — 1993
National Corporate Housing March 2015 - Present
Host Hotels & Resorts December 2011 - March 2015
FBR Capital Markets January 2005 - November 2011
Sierrabay Technology Group October 2002 - December 2004
National Board of Examiners in Optometry March 2001 - September 2002
Intelligent Systems India Limited June 1998 - February 2001
Navayuga Infotech Pvt. Ltd. June 1997 - May 1998
Skills
Databases, Business Analysis, Microsoft SQL Server, Requirements Analysis, SDLC, Disaster Recovery, Vendor Management, Enterprise Architecture, Security, Data Modeling, Project Management
Education
Koneru Lakshmaiah College of Engineering 1993 — 1997
Bachelors, Mechanical with specialization in Industrial Production
space central school 1978 — 1993
Chris Withers's FBR Capital Markets Experience 2008 - 2009
Job Managing Director, Consumer & Retail Investment Banking, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo 2003 - Present
FBR Capital Markets 2008 - 2009
Merrill Lynch 2001 - 2003
Skills
Mergers & Acquisitions, IPO, High Yield Bonds, Corporate Advisory, Convertible Bonds, Term Loan, Investment Banking, Financial Modeling, Financial Analysis
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Randolph-Macon College 1991 — 1995
BA, Business/Economics
Wells Fargo 2003 - Present
FBR Capital Markets 2008 - 2009
Merrill Lynch 2001 - 2003
Skills
Mergers & Acquisitions, IPO, High Yield Bonds, Corporate Advisory, Convertible Bonds, Term Loan, Investment Banking, Financial Modeling, Financial Analysis
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Randolph-Macon College 1991 — 1995
BA, Business/Economics
Bint Abdallah's FBR Capital Markets Experience April 2008 - October 2009
Job Fitness Instructor at LA Fitness
Industry Higher Education
Experience
The Ladies Fitness XChange January 2015 - Present
Drexel University March 2010 - Present
LA Fitness May 2015 - September 2015
FBR Capital Markets April 2008 - October 2009
Hanger Orthopedic Group October 2006 - April 2008
Indus Corpopration July 2005 - April 2006
Vistronix, Inc. May 2004 - July 2005
Skills
Active Directory, Technical Support, Troubleshooting, Disaster Recovery, VPN, XP, Servers, Software Documentation, Microsoft Exchange, Computer Hardware, TCP/IP, Operating Systems, Windows, Help Desk Support, Unix, System Administration, Hardware, BMC Remedy, Software Installation, Laptops, Routers, Windows 7, System Deployment, Windows XP, Switches, Telecommunications, Networking, Windows Server, VMware
Education
Colorado Technical University 2015 — 2016
Master of Information Technology, Network Management
Drexel University 2010 — 2014
Bachelor's Degree, Computing Security
The Ladies Fitness XChange January 2015 - Present
Drexel University March 2010 - Present
LA Fitness May 2015 - September 2015
FBR Capital Markets April 2008 - October 2009
Hanger Orthopedic Group October 2006 - April 2008
Indus Corpopration July 2005 - April 2006
Vistronix, Inc. May 2004 - July 2005
Skills
Active Directory, Technical Support, Troubleshooting, Disaster Recovery, VPN, XP, Servers, Software Documentation, Microsoft Exchange, Computer Hardware, TCP/IP, Operating Systems, Windows, Help Desk Support, Unix, System Administration, Hardware, BMC Remedy, Software Installation, Laptops, Routers, Windows 7, System Deployment, Windows XP, Switches, Telecommunications, Networking, Windows Server, VMware
Education
Colorado Technical University 2015 — 2016
Master of Information Technology, Network Management
Drexel University 2010 — 2014
Bachelor's Degree, Computing Security
Luke Chan's FBR Capital Markets Experience 2009 - 2010
Job Investment Analyst at HighVista Strategies
Industry Investment Management
Experience
HighVista Strategies February 2014 - Present
RBC Capital Markets July 2012 - January 2014
J Ganes Consulting, LLC 2010 - 2012
RBC Capital Markets June 2011 - August 2011
General Electric June 2010 - August 2010
FBR Capital Markets 2009 - 2010
Education
Cornell University 2008 — 2012
B.S. Applied Economics and Management, Applied Economics and Management
HighVista Strategies February 2014 - Present
RBC Capital Markets July 2012 - January 2014
J Ganes Consulting, LLC 2010 - 2012
RBC Capital Markets June 2011 - August 2011
General Electric June 2010 - August 2010
FBR Capital Markets 2009 - 2010
Education
Cornell University 2008 — 2012
B.S. Applied Economics and Management, Applied Economics and Management
Vivian Lee's FBR Capital Markets Experience June 2010 - November 2011
Job MBA Candidate at Kellogg School of Management
Industry Marketing and Advertising
Experience
AMOREPACIFIC January 2014 - June 2015
AMOREPACIFIC June 2012 - December 2013
FBR Capital Markets June 2010 - November 2011
Citigroup June 2009 - August 2009
Skills
Financial Modeling, Brand Management, Strategy, Product Management, Business Analysis, Market Research, Competitive Analysis, Financial Analysis, Corporate Finance, Finance
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management
AMOREPACIFIC January 2014 - June 2015
AMOREPACIFIC June 2012 - December 2013
FBR Capital Markets June 2010 - November 2011
Citigroup June 2009 - August 2009
Skills
Financial Modeling, Brand Management, Strategy, Product Management, Business Analysis, Market Research, Competitive Analysis, Financial Analysis, Corporate Finance, Finance
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management
Richard Offen's FBR Capital Markets Experience June 2005 - May 2008
Job Equity Research Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2011 - Present
MFS Investment Management June 2010 - August 2010
Stifel, Nicolause & Company, Incorporated May 2008 - July 2009
FBR Capital Markets June 2005 - May 2008
Education
University of Virginia Darden School of Business 2009 — 2011
Davidson College 2001 — 2005
BA, History
MFS Investment Management September 2011 - Present
MFS Investment Management June 2010 - August 2010
Stifel, Nicolause & Company, Incorporated May 2008 - July 2009
FBR Capital Markets June 2005 - May 2008
Education
University of Virginia Darden School of Business 2009 — 2011
Davidson College 2001 — 2005
BA, History
Laura Padgett's FBR Capital Markets Experience July 2007 - June 2009
Job Finance Associate at Potomac River Capital, LLC
Industry Financial Services
Experience
Potomac River Capital, LLC August 2014 - Present
RIS July 2009 - June 2014
FBR Capital Markets July 2007 - June 2009
Ernst & Young May 2006 - May 2007
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Operating Budgets, Analytics, Account Reconciliation, Bookkeeping, Compliance, Customer Service, Microsoft Excel, Hospitality Management, HR Consulting, Hospitality Industry, Social Media, New Business Development, Office Management, Restaurants, Vendor Management, Payroll, Accounts Payable, GAAP, Finance, Auditing, Budgets, Internal Audit, Financial Statements, QuickBooks
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Master of Business Administration (M.B.A.)
McIntire School of Commerce 2006 — 2007
Candidate for Masters, Accounting
American University - Kogod School of Business 2002 — 2006
BS, Business Administration (Accounting and Management)
CERAM Sophia Antipolis 2005 — 2005
Barnstable High School 1998 — 2002
High School
Potomac River Capital, LLC August 2014 - Present
RIS July 2009 - June 2014
FBR Capital Markets July 2007 - June 2009
Ernst & Young May 2006 - May 2007
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Operating Budgets, Analytics, Account Reconciliation, Bookkeeping, Compliance, Customer Service, Microsoft Excel, Hospitality Management, HR Consulting, Hospitality Industry, Social Media, New Business Development, Office Management, Restaurants, Vendor Management, Payroll, Accounts Payable, GAAP, Finance, Auditing, Budgets, Internal Audit, Financial Statements, QuickBooks
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
Master of Business Administration (M.B.A.)
McIntire School of Commerce 2006 — 2007
Candidate for Masters, Accounting
American University - Kogod School of Business 2002 — 2006
BS, Business Administration (Accounting and Management)
CERAM Sophia Antipolis 2005 — 2005
Barnstable High School 1998 — 2002
High School
Chris Gamaitoni's FBR Capital Markets Experience 2006 - 2007
Job Partner at Autonomous Research
Industry Financial Services
Experience
Autonomous Research December 2013 - Present
Millennium Partners April 2012 - December 2013
Compass Point Research and Trading LLC March 2010 - April 2012
Fannie Mae May 2009 - February 2010
Potomac research Group July 2008 - May 2009
FBR May 2007 - July 2008
FBR Capital Markets 2006 - 2007
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Finance, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Mortgage Lending, Investment Banking, Valuation, Portfolio Management
Education
James Madison University 2001 — 2005
B.S., Quantitative Finance
James Madison University
B.S., Quantitative Finance
Autonomous Research December 2013 - Present
Millennium Partners April 2012 - December 2013
Compass Point Research and Trading LLC March 2010 - April 2012
Fannie Mae May 2009 - February 2010
Potomac research Group July 2008 - May 2009
FBR May 2007 - July 2008
FBR Capital Markets 2006 - 2007
Skills
Banking, Bloomberg, Capital Markets, Equities, Equity Research, Finance, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Mortgage Lending, Investment Banking, Valuation, Portfolio Management
Education
James Madison University 2001 — 2005
B.S., Quantitative Finance
James Madison University
B.S., Quantitative Finance
Shannon Gallagher's FBR Capital Markets Experience September 2007 - October 2011
Job Relationship Manager at Coleman Research Group
Industry Investment Banking
Experience
Coleman Research March 2012 - June 2013
FBR Capital Markets September 2007 - October 2011
Education
Middlebury College 2003 — 2007
Psychology
The Taft School 2000 — 2003
Coleman Research March 2012 - June 2013
FBR Capital Markets September 2007 - October 2011
Education
Middlebury College 2003 — 2007
Psychology
The Taft School 2000 — 2003
Phil Heidkamp's FBR Capital Markets Experience 2002 - 2011
Job Managing Director, Compliance at Societe Generale
Industry Investment Banking
Experience
Societe Generale 2011 - Present
FBR Capital Markets 2002 - 2011
American Express Financial Advisors 2002 - 2002
FBR.COM 1999 - 2001
NASD Regulation 1998 - 1999
PaineWebber 1997 - 1998
Smith Barney 1995 - 1997
Skills
Capital Markets, Investment Banking, Research, Control Room, Securities Regulation
Education
Rutgers University-New Brunswick
Bachelor of Arts
The Catholic University of America, Columbus School of Law
Juris Doctor
Societe Generale 2011 - Present
FBR Capital Markets 2002 - 2011
American Express Financial Advisors 2002 - 2002
FBR.COM 1999 - 2001
NASD Regulation 1998 - 1999
PaineWebber 1997 - 1998
Smith Barney 1995 - 1997
Skills
Capital Markets, Investment Banking, Research, Control Room, Securities Regulation
Education
Rutgers University-New Brunswick
Bachelor of Arts
The Catholic University of America, Columbus School of Law
Juris Doctor
Adam Wachter's FBR Capital Markets Experience July 2008 - July 2010
Job Managing Partner at Tee Times USA
Industry Hospitality
Experience
Tee Times USA November 2013 - Present
Private Investor August 2010 - November 2013
FBR Capital Markets July 2008 - July 2010
Morgan Stanley 2004 - 2007
Morgan Stanley 2000 - 2007
Kennilworth Partners July 1997 - December 1999
Bicci Ltd February 1991 - November 1996
Skills
Portfolio Management, Equities, Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Credit, Hedging, Proprietary Trading, Trading, Bonds, High Yield, Structured Products
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
The George Washington University - School of Business 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Tee Times USA November 2013 - Present
Private Investor August 2010 - November 2013
FBR Capital Markets July 2008 - July 2010
Morgan Stanley 2004 - 2007
Morgan Stanley 2000 - 2007
Kennilworth Partners July 1997 - December 1999
Bicci Ltd February 1991 - November 1996
Skills
Portfolio Management, Equities, Investments, Asset Management, Securities, Hedge Funds, Alternative Investments, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Credit, Hedging, Proprietary Trading, Trading, Bonds, High Yield, Structured Products
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
The George Washington University - School of Business 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Joe Regan's FBR Capital Markets Experience June 2015 - Present
Job Banking
Industry Financial Services
Experience
FBR Capital Markets June 2015 - Present
BNP Paribas January 2013 - May 2013
Ernst & Young July 2010 - March 2012
Morgan Stanley April 2007 - August 2009
Education
William E. Simon School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2002 — 2006
BA, Psychology
Seton Hall Preparatory School 1998 — 2002
High School
FBR Capital Markets June 2015 - Present
BNP Paribas January 2013 - May 2013
Ernst & Young July 2010 - March 2012
Morgan Stanley April 2007 - August 2009
Education
William E. Simon School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2002 — 2006
BA, Psychology
Seton Hall Preparatory School 1998 — 2002
High School
Kristin Sheridan's FBR Capital Markets Experience 2011 - December 2011
Job Associate on Malone/Neuhaus team Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Capital Merger Group, Inc. March 2014 - May 2015
Sunlight Direct, LLC January 2012 - March 2014
FBR Capital Markets 2011 - December 2011
Morgan Stanley June 2008 - October 2010
Morgan Stanley May 2007 - August 2007
Qualcomm May 2006 - August 2006
Skills
Investments, Market Research, Portfolio Management, Analysis, Marketing, Private Equity, Financial Modeling, Asset Management, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Financial Analysis, Fixed Income, Equities, Investment Banking, Valuation
Education
University of Southern California 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Southern California 2005 — 2008
BA, Business Finance
Southern Methodist University 2004 — 2005
BA, Business
Morgan Stanley July 2015 - Present
Capital Merger Group, Inc. March 2014 - May 2015
Sunlight Direct, LLC January 2012 - March 2014
FBR Capital Markets 2011 - December 2011
Morgan Stanley June 2008 - October 2010
Morgan Stanley May 2007 - August 2007
Qualcomm May 2006 - August 2006
Skills
Investments, Market Research, Portfolio Management, Analysis, Marketing, Private Equity, Financial Modeling, Asset Management, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Financial Analysis, Fixed Income, Equities, Investment Banking, Valuation
Education
University of Southern California 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Southern California 2005 — 2008
BA, Business Finance
Southern Methodist University 2004 — 2005
BA, Business
Timothy Lufkin's FBR Capital Markets Experience January 2007 - September 2010
Job Managing DIrector at American Capital
Industry Financial Services
Experience
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
Thomas Stamos's FBR Capital Markets Experience 2005 - 2010
Job DHS/DOJ Account Team at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems 2011 - Present
Symantec 2011 - May 2012
FBR Capital Markets 2005 - 2010
VERITAS Software 2000 - 2005
EMC 1998 - 2000
Education
University of Delaware
Cisco Systems 2011 - Present
Symantec 2011 - May 2012
FBR Capital Markets 2005 - 2010
VERITAS Software 2000 - 2005
EMC 1998 - 2000
Education
University of Delaware
Dennis Pickens Jr., CPA's FBR Capital Markets Experience June 2009 - August 2009
Job Assurance Associate at EY
Industry Accounting
Experience
EY September 2013 - Present
University of Edinburgh September 2012 - September 2013
KPMG August 2011 - August 2012
FBR CAPITAL MARKETS June 2009 - August 2009
KPMG US June 2008 - August 2008
Merrill Lynch Atlantic Fellowship July 2006 - August 2006
Skills
External Audit, US GAAP, GAAP, Internal Controls, SEC filings, Big 4, IFRS, Auditing, Financial Reporting, Financial Accounting, CPA, Sarbanes-Oxley Act
Education
The University of Edinburgh 2012 — 2013
Masters of International Business and Emerging Markets, International Business
University of Mississippi 2010 — 2011
Masters of Taxation, Taxation
University of Mississippi 2006 — 2010
Bachelor of Arts (B.A.), Accountancy
London School of Economics and Political Science 2007 — 2007
International Relations Summer School program, Honors College Fellowship Recipient
EY September 2013 - Present
University of Edinburgh September 2012 - September 2013
KPMG August 2011 - August 2012
FBR CAPITAL MARKETS June 2009 - August 2009
KPMG US June 2008 - August 2008
Merrill Lynch Atlantic Fellowship July 2006 - August 2006
Skills
External Audit, US GAAP, GAAP, Internal Controls, SEC filings, Big 4, IFRS, Auditing, Financial Reporting, Financial Accounting, CPA, Sarbanes-Oxley Act
Education
The University of Edinburgh 2012 — 2013
Masters of International Business and Emerging Markets, International Business
University of Mississippi 2010 — 2011
Masters of Taxation, Taxation
University of Mississippi 2006 — 2010
Bachelor of Arts (B.A.), Accountancy
London School of Economics and Political Science 2007 — 2007
International Relations Summer School program, Honors College Fellowship Recipient
Scott Gourlay's FBR Capital Markets Experience October 2010 - October 2011
Job High Yield / Distressed Credit Sales at The Seaport Group
Industry Investment Banking
Experience
The Seaport Group August 2012 - Present
Bank of Tokyo-Mitsubishi UFJ November 2011 - August 2012
FBR Capital Markets October 2010 - October 2011
Miller Tabak Roberts Securities, LLC January 2008 - January 2010
Education
Colgate University
B.A., Political Science
The Seaport Group August 2012 - Present
Bank of Tokyo-Mitsubishi UFJ November 2011 - August 2012
FBR Capital Markets October 2010 - October 2011
Miller Tabak Roberts Securities, LLC January 2008 - January 2010
Education
Colgate University
B.A., Political Science
Jay Leung's FBR Capital Markets Experience June 2010 - November 2011
Job Real Estate Investment Banking at Hentschel & Company
Industry Financial Services
Experience
Hentschel & Company September 2013 - Present
SunTrust Robinson Humphrey February 2012 - July 2013
FBR Capital Markets June 2010 - November 2011
Citi June 2009 - August 2009
Skills
Financial Institutions, Mergers & Acquisitions, Equities, Financial Modeling, Investment Banking, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business
BS, Finance and International Business
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Hentschel & Company September 2013 - Present
SunTrust Robinson Humphrey February 2012 - July 2013
FBR Capital Markets June 2010 - November 2011
Citi June 2009 - August 2009
Skills
Financial Institutions, Mergers & Acquisitions, Equities, Financial Modeling, Investment Banking, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business
BS, Finance and International Business
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Thomas Sugiura's FBR Capital Markets Experience July 2008 - October 2012
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2012 - Present
FBR Capital Markets July 2008 - October 2012
Bear Stearns June 1998 - June 2008
Tenderloin Neighborhood Development Corporation 1994 - 1996
St. Anthony Foundation 1991 - 1994
Skills
Derivatives, Convertible Bonds, Convertible Arbitrage, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Harvard University 1985 — 1989
AB, English and American Literature and Language
BMO Capital Markets October 2012 - Present
FBR Capital Markets July 2008 - October 2012
Bear Stearns June 1998 - June 2008
Tenderloin Neighborhood Development Corporation 1994 - 1996
St. Anthony Foundation 1991 - 1994
Skills
Derivatives, Convertible Bonds, Convertible Arbitrage, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Harvard University 1985 — 1989
AB, English and American Literature and Language
thomas crowley's FBR Capital Markets Experience 2006 - 2008
Job CHAIRMAN/CEO at VERTICAL SPINE LLC
Industry Medical Devices
Experience
VERTICAL SPINE LLC July 2011 - Present
Core Essence Orthopaedics 2011 - 2011
Small Bone Innovations 2008 - 2011
FBR CAPITAL MARKETS 2006 - 2008
Aircast 2003 - 2006
PSS World Medical Inc 1997 - 2003
BD-Clay Adams Division 1982 - 1988
Education
Columbia Business School 1979 — 1981
MS, BUSINESS
Fairfield University 1965 — 1969
BA, ENGLISH
VERTICAL SPINE LLC July 2011 - Present
Core Essence Orthopaedics 2011 - 2011
Small Bone Innovations 2008 - 2011
FBR CAPITAL MARKETS 2006 - 2008
Aircast 2003 - 2006
PSS World Medical Inc 1997 - 2003
BD-Clay Adams Division 1982 - 1988
Education
Columbia Business School 1979 — 1981
MS, BUSINESS
Fairfield University 1965 — 1969
BA, ENGLISH
Joseph Brosnan's FBR Capital Markets Experience July 2009 - March 2015
Job Managing Director, Distressed Credit Trading at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities April 2015 - Present
FBR Capital Markets July 2009 - March 2015
Royal Bank of Scotland May 2007 - June 2009
Credit Suisse July 2001 - April 2007
Skills
High Yield, Trading, Securities, Hedge Funds, Corporate Finance, Capital Markets, Credit, Fixed Income, Investment Banking, Structured Finance, Alternative Investments, Equities, Structured Products, Financial Structuring, Private Equity
Education
Columbia Law School 1989 — 1991
J.D., Law
Manhattan College 1984 — 1988
B.S., Economics and Finance
Guggenheim Securities April 2015 - Present
FBR Capital Markets July 2009 - March 2015
Royal Bank of Scotland May 2007 - June 2009
Credit Suisse July 2001 - April 2007
Skills
High Yield, Trading, Securities, Hedge Funds, Corporate Finance, Capital Markets, Credit, Fixed Income, Investment Banking, Structured Finance, Alternative Investments, Equities, Structured Products, Financial Structuring, Private Equity
Education
Columbia Law School 1989 — 1991
J.D., Law
Manhattan College 1984 — 1988
B.S., Economics and Finance
Blake Tennant's FBR Capital Markets Experience August 2006 - Present
Job Managing Director at FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets August 2006 - Present
Citi June 1998 - August 2006
Education
UCLA Anderson School of Management 1997 — 1999
Master of Business Administration (MBA)
UCLA 1989 — 1993
Bachelor of Arts (BA), Economics
FBR Capital Markets August 2006 - Present
Citi June 1998 - August 2006
Education
UCLA Anderson School of Management 1997 — 1999
Master of Business Administration (MBA)
UCLA 1989 — 1993
Bachelor of Arts (BA), Economics
Brian Thom's FBR Capital Markets Experience August 2008 - Present
Job Head of Corporate Finance Americas at Societe Generale
Industry Investment Banking
Experience
Societe Generale June 2014 - Present
FBR Capital Markets August 2008 - Present
J.P. Morgan Securities Inc. September 1999 - July 2008
Skills
Capital Markets, Valuation, LBO, Private Placements, Private Equity, Equities, Financial Modeling, M&A experience, Corporate Finance, Capital Raising, Equity Valuation, High Yield
Education
McMaster University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Societe Generale June 2014 - Present
FBR Capital Markets August 2008 - Present
J.P. Morgan Securities Inc. September 1999 - July 2008
Skills
Capital Markets, Valuation, LBO, Private Placements, Private Equity, Equities, Financial Modeling, M&A experience, Corporate Finance, Capital Raising, Equity Valuation, High Yield
Education
McMaster University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Thomas Pitcher's FBR Capital Markets Experience May 2006 - July 2009
Job
Industry
Experience
Height Analytics July 2009 - Present
FBR Capital Markets May 2006 - July 2009
Education
Brown University 2002 — 2006
Bachelor's degree, English Language and Literature, General
Height Analytics July 2009 - Present
FBR Capital Markets May 2006 - July 2009
Education
Brown University 2002 — 2006
Bachelor's degree, English Language and Literature, General
Joseph Rose's FBR Capital Markets Experience September 2009 - July 2011
Job Investment Banking Professional
Industry Investment Banking
Experience
Nomura Securities September 2013 - Present
BMO Capital Markets July 2011 - December 2012
FBR Capital Markets September 2009 - July 2011
Bear Stearns July 2006 - June 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2005 - July 2006
Willkie Farr & Gallagher LLP September 2001 - July 2005
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.), Law
Millersville University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History & Political Science
Nomura Securities September 2013 - Present
BMO Capital Markets July 2011 - December 2012
FBR Capital Markets September 2009 - July 2011
Bear Stearns July 2006 - June 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2005 - July 2006
Willkie Farr & Gallagher LLP September 2001 - July 2005
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.), Law
Millersville University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History & Political Science
Todd Bernstein's FBR Capital Markets Experience May 2005 - May 2011
Job Director Institutional Equities at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2011 - Present
FBR Capital Markets May 2005 - May 2011
Fidelity Investments 1997 - May 2005
Education
Bryant University 1994 — 1998
Plymouth North HS
RBC Capital Markets May 2011 - Present
FBR Capital Markets May 2005 - May 2011
Fidelity Investments 1997 - May 2005
Education
Bryant University 1994 — 1998
Plymouth North HS
Rehan Rashid's FBR Capital Markets Experience August 1998 - Present
Job M.D. at FBR Capital markets
Industry Investment Banking
Experience
FBR Capital markets August 1998 - Present
Education
University of Houston
Master of Business Administration (MBA), Finance
FBR Capital markets August 1998 - Present
Education
University of Houston
Master of Business Administration (MBA), Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial