Ferris, Baker Watts
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Ferris, Baker Watts Employees
Wunderlich Securities October 2008 - Present
Ferris, Baker Watts October 2004 - October 2008
Morgan Stanley November 1999 - October 2004
Olde Corporation 1993 - 1999
Skills
Series 7, Investments, Series 63, Portfolio Management, Wealth Management, Securities, Mutual Funds, FINRA, Retirement Planning, Equities, Asset Allocation, Investment Advisory, Alternative Investments, Strategic Financial..., Fixed Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Financial Analysis
Education
Northwood University 1989 — 1993
BBA, Economics
plymouth christian academy 1987 — 1989
Macquarie Group August 2014 - Present
Kolmar Group November 2013 - March 2014
Noble Group July 2011 - November 2013
Macquarie Group July 2006 - September 2010
Deutsche Bank October 2005 - December 2005
Susquehanna International Group, LLP (SIG) May 2005 - August 2005
Ferris, Baker Watts May 2004 - August 2004
Skills
Commodity, Hedging, Trading, Derivatives, Options, Risk Management, Financial Modeling, Valuation, Technical Analysis, Portfolio Management, Market Risk, Swaps, Proprietary Trading, Hedge Funds, Volatility, Commodity Markets
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science in Engineering, Systems Science and Engineering
Wells Fargo Advisors November 2004 - Present
Raymond James Financial Inc. October 2000 - October 2004
Ferris Baker Watts April 1999 - February 2002
Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, ETFs, 401k Rollovers, Life Insurance, Estate Investment..., Financial Advisory, Wealth Accumulation..., Wealth Preservation..., Asset Management, Portfolio Management, Securities, Wealth
Education
Radford University
Morgan Stanley (via Integreon) July 2015 - Present
K2 Intelligence (via Adams Consulting Group) February 2015 - June 2015
JPMorgan Chase April 2014 - February 2015
Citibank (via Michael Page International) April 2013 - August 2013
Portigon AG (formerly WestLB AG) January 2009 - November 2012
BNP Paribas (via Compliance Search Group) June 2008 - December 2008
Vision Securities Inc. 2007 - 2008
LaBranche Financial Services Inc. August 2001 - June 2007
Ferris Baker Watts January 2001 - August 2004
Bruce R. Doyle 1999 - 2001
Skills
Financial Services, Trading, AML, FINRA, Wealth Management, Series 7, Securities, Compliance, Equities, Anti Money Laundering, Banking, Mutual Funds, Portfolio Management, Financial Risk, Series 63, Investments, ETFs, Series 24, Series 65, Training, Criminal Investigations, Risk Management
Education
University of Phoenix
Accounting
SUNY Farmingdale
Allstate July 2010 - Present
Allstate July 2010 - July 2012
Diamond State Financial Group March 2009 - July 2010
Ferris Baker Watts July 2005 - February 2009
Education
University of Delaware 2001 — 2005
University of Delaware 2001 — 2005
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Salesianum
Lumin Financial, LLC December 2014 - May 2015
Advance Capital Management, Inc. May 2014 - December 2014
Merrill Lynch August 2011 - January 2014
Raymond James October 2006 - May 2009
Ferris Baker Watts November 2005 - October 2006
Ferndale Elementary PTA September 1997 - June 2004
Merrill Lynch March 1989 - February 1993
First Federal of Michigan (Charter One) June 1986 - March 1989
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Networking, Securities, Retirement Planning, Banking, Budgets, Organizing, Able To Multi-task, Outlook, Inventory Management, Teamwork, Microsoft Excel, Investments, Wealth Management, Microsoft Word, Microsoft Office, Administration, Financial Advisory, Administrative..., Collaborative Problem..., Hiring Employees, Internet, Resourceful..., Customer Service, Compliance, Equities, Securities Regulation, Regulatory Requirements, Time Management, Team Leadership, Employee Training, Legal Documents, Event Planning, Problem Solving
Education
Oakland Community College
Associate degree, Business
Lincoln Park High School 1975 — 1978
Diploma, Business
Wunderlich Securities October 2010 - Present
RBC Wealth Management March 2008 - October 2010
Ferris, Baker Watts October 2005 - March 2008
Comerica Securities 1994 - 2005
Skills
Equities, Alternative Investments, Series 65, Investment Strategies, Uniform Combined State..., Asset Management, Fixed Annuities, FINRA, Mutual Funds, Finance
Education
College for Financial Planning 2003 — 2004
AAMS
Wayne State University 1981 — 1985
Liberal Arts and Sciences, General Studies and Humanities
St. Agatha High School 1977 — 1981
DH Bond Analysis, LLC June 2014 - April 2015
Janney Montgomery Scott October 2012 - January 2014
M&T Securities August 2008 - October 2012
Ferris Baker Watts May 2005 - September 2008
Legg Mason January 1999 - May 2003
Alex Brown & Sons, BT Alex Brown October 1991 - December 1998
E.A. Moos & Co October 1987 - October 1991
Marine Midland Bank May 1986 - October 1987
Skills
Municipalities, Bonds, Public Finance, Municipal Bonds, municipal research, Fixed Income, Series 7, Bloomberg, Capital Markets, Alternative Investments, High Yield, Securities, Mutual Funds, Investment Banking, Series 63, FINRA, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Structured Finance, Equities, Investment Strategies, Investment Advisory, Investments
Education
Syracuse University 1982 — 1986
Bachelor of Fine Arts, Musical Theater, Business Minor, Concentration in Computers, 3.75 GPA
Chatham Central High School, Chatham, NY
Fiduciary Wealth Management August 2011 - Present
Westminster Financial Companies September 2007 - August 2011
Capitol Securities July 1995 - April 2007
Ferris, Baker Watts 1991 - 1995
Skills
401k, Retirement Planning, Wealth Management, Investment Advisory, Portfolio Management, Insurance, Financial Advisory, Series 7, Investment Management, Personal Finance, Retirement, Estate Planning, Asset Allocation, Securities, Investments, Mutual Funds, IRAs, Asset Management, All Around Nice Guy
Education
Strayer University 1990 — 1992
Business Management
Northern Virginia Community College 1988 — 1990
AAS, Business Management
WT Woodson 1983 — 1987
HomeAgain April 2015 - Present
ClearTrail Capital LLC August 2014 - Present
Shelter Legal Services July 2009 - May 2015
Wunderlich Securities November 2010 - July 2014
Anderson & Strudwick July 2008 - November 2010
Ferris, Baker Watts March 2006 - June 2008
GE Energy Financial Services July 2003 - February 2006
GE Healthcare Financial Services January 2003 - June 2003
GE Global Sponsor Finance – Private Equity Investments June 2002 - December 2002
BAE SYSTEMS NORTH AMERICA June 2001 - December 2001
Skills
Private Equity, Equities, Financial Modeling, Investments, Mergers, Valuation, Strategy, Mergers & Acquisitions, Investment Banking, Corporate Finance, Management, IPO
Education
The College of William and Mary - The Mason School of Business 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1990 — 1994
Norfolk Academy
CustomInk March 2013 - Present
Wunderman DC 2005 - 2013
Wunderman 2005 - 2013
Wachovia Securities 2004 - 2004
Ferris Baker Watts 1999 - 2003
Conners Capital Management January 1998 - June 1999
Skills
Talent Management, Recruiting, Data Analysis, Employer Branding, Organizational..., Learning Management, Leadership Development, Social Media, Employee Engagement, Team Building, CRM, Human Resources, Training, Performance Management, Leadership, Project Management, Integrated Marketing, Management, Marketing, Personnel Management, Strategy, Digital Marketing, Talent Acquisition, Onboarding, Strategic Planning, Sales, Deferred Compensation, Employee Benefits, Applicant Tracking..., HRIS, Organizational..., Internal Communications
Education
The George Washington University - School of Business 2002 — 2004
MBA, Business
University of Connecticut 1993 — 1997
Bank of America Merrill Lynch August 2015 - Present
Old Line Financial Services May 2012 - August 2015
PNC Investments January 2008 - December 2011
SunTrust Bank August 2006 - July 2007
BB&T Bank July 2006 - August 2006
Citi October 2002 - July 2006
Riggs Investment Corp. August 1995 - January 2002
Ferris Baker Watts December 1993 - August 1995
Maryland National Bank June 1992 - December 1993
DeRand Pennington Bass, Inc March 1986 - June 1992
Skills
Investments, Mentoring, Banking, Sales Management, Commercial Banking, Loans, Credit, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Leadership, Sales, Series 6, Fixed Income, Financial Advisory, Mortgage Lending, Insurance, Bonds, Asset Allocation, Finance, Retirement Planning, Marketing, Securities, Team Leadership, Financial Services, New Business Development, Selling, Asset Management, Strategic Financial..., Relationship Management, Management, Wealth, Investment Advisory
Education
University of Virginia 2003 — 2005
Graduate School of Retail Bank Management
Towson University 1980 — 1984
Bachelor of Science (BS), Economics
Accenture December 2014 - Present
Kurt Salmon September 2010 - December 2014
AMIDEAST June 2009 - April 2010
Ferris, Baker Watts January 2008 - December 2008
Skills
Analysis, Finance, Management, Project Management, Leadership, Valuation, Budgets, Financial Services, Accounting, Vendor Management, Business Analysis, Financial Analysis
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration, Finance
NVR, Inc. July 2012 - Present
Robert W. Baird & Co. July 2007 - April 2012
Girl Scout Council of the Nation's Capital September 2010 - June 2011
Ferris Baker Watts April 2006 - July 2007
Skills
Customer Service, Accounts Payable, Budgeting, Coordinating Special..., Innovative Problem..., Accounts Receivable, Team Building, Training & Development, Team Leadership, Marketing Assistance, Performance Reviews, Program Development, Community Outreach, Internal Communications, Compassion, Working With Children, Business Correspondence, Typing, Phone Skills, Client Relationship..., Purchasing, Accounting, Training, Office Management, Hiring, Leadership Development, Time Management, Event Management, Outlook, Microsoft Office, Data Entry, Sales, Management, Employee Training, Budgets, Marketing
Education
George Mason University
Montgomery College
Northern Virginia Community College
Watkins Mill High School
Israel Discount Bank May 2015 - Present
LPL Financial September 2014 - May 2015
Fortigent, LLC October 2012 - September 2014
Keystone Asset Management, Inc July 2010 - September 2012
Robert W. Baird & Co. July 2007 - July 2010
Ferris Baker Watts December 2006 - July 2007
Skills
Investment Advisory, Financial Modeling, Bloomberg Terminal, Wealth Management, Financial Markets, Equities, Microsoft Excel, Asset Allocation, Fundamental Analysis, Microsoft Office, Microsoft Word, Technical Analysis, Stock Market, Investment Management, Statistical Data..., Momentum Trading, Fixed Income, Portfolio Management, Financial Analysis, Investment Strategies, Growth Strategies, VBA, ThomsonOne, Microsoft Office 2007, Microsoft CRM, Database Design, Axys, Value Investing, Growth Investing, Regression Analysis, Financial Forecasting, Series 65, Mutual Funds, Investments, Equity Research, Strategic Financial..., Valuation, Finance, Asset Management, Due Diligence, Bloomberg, Series 7, Risk Management, FactSet, Morningstar
Education
George Mason University 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
George Mason University - School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, General
RLI November 2011 - Present
Global Indemnity 2009 - 2010
Liberty Mutual Insurance 2007 - 2009
AIG 2001 - 2007
Brown Advisory 1998 - 2001
Ferris Baker Watts October 1998 - November 1999
Skills
Underwriting, Casualty, Insurance, Analysis, Financial Risk, Brokers, Commercial Insurance, Property & Casualty..., Commercial Lines, Liability, Risk Management, Reinsurance, Employment Practices..., Claims Management, Casualty Insurance, Workers Compensation, General Insurance
Education
Towson University 1987 — 1992
B.S., English - Writing Concentration
Stifel Nicolaus June 1999 - Present
Ferris Baker Watts 1994 - 1999
T. Rowe Price 1991 - 1994
Skills
Series 63, Series 7, Equities, Equity Trading
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Economics
Boys' Latin 1981 — 1987
Lincoln Property Company May 2012 - Present
General Services Administration February 2011 - May 2012
Celtic Capital Management May 2009 - February 2011
Choice Hotels International January 2006 - December 2008
Ferris Baker Watts July 2004 - January 2006
Legg Mason July 2000 - July 2001
Friedman, Billings, Ramsey & Co., Inc. June 1994 - July 2000
FBR Asset Management Corporation 1997 - 1999
Combined Properties, Inc. 1991 - 1993
Jones Lang LaSalle 1989 - 1991
Skills
Mergers & Acquisitions, Due Diligence, Strategy, Asset Management, Corporate Finance, Investments, Portfolio Management, Finance, Start-ups, Strategic Planning, Investment Banking, Real Estate, Restructuring, Leadership, Management, Corporate Development, Budgets, Negotiation, Financial Reporting, Investor Relations
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance, Organizational Behavior
James Madison University 1983 — 1987
BBA, Finance, International Business
Choptank Electric Cooperative September 1992 - Present
Ferris, Baker Watts September 1986 - May 1989
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Marketing Communications
Education
American University 1974 — 1978
Bachelor's Degree, Communication and Media Studies
CrossCountry Consulting June 2014 - Present
PwC July 2013 - May 2014
PwC August 2011 - June 2013
PwC June 2010 - August 2010
Cambridge Associates January 2008 - August 2009
Cambridge Associates May 2007 - December 2007
Cambridge Associates June 2006 - April 2007
Ferris Baker Watts September 2005 - June 2006
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Corporate Finance, Financial Reporting, Business Analysis, Strategy, Management Consulting, Finance, Competitive Analysis, Business Strategy, Analysis, Asset Management, Strategic Planning, Data Analysis, Analytics, Bloomberg, Due Diligence
Education
Boston University - School of Management 2009 — 2011
MBA, International Business, Strategy & Operations
The George Washington University 2002 — 2006
BBA, Finance, Economics
EY January 2015 - Present
EY January 2014 - January 2015
EY October 2010 - January 2014
Ajilon 2010 - 2010
Custom House Group 2006 - 2009
T Rowe Price 2005 - 2006
Ferris Baker Watts 2004 - 2005
Skills
Recruitment/Retention, Client Relationship..., Full-cycle Recruiting, Social Media, Relationship Development, Relationship Cultivation, Talent Management, Talent Acquisition, Coaching, Interviewing, Interview Coaching, Audit, Assurance, Auditing, Financial Audits, Financial Services, Interviews, SDLC, External Audit, Financial Accounting, CRM, Financial Analysis, Recruiting, Job Coaching, Big 4, Banking, Accounting, Leadership, Internal Controls
Education
Loyola College in Maryland 2000 — 2004
Bachelors of Business Administration
Richmond, The American International University in London 2003 — 2003
L’Institute Mediterranean d’Études Françaises 2002 — 2002
Westlake High School 1996 — 2000
Sage Payment Solutions January 2013 - Present
Independent Consultant September 2011 - December 2012
Strategic Technology Concepts July 2010 - August 2011
Independent Consultant June 2009 - July 2010
SRES, Inc November 2008 - May 2009
Mission Essential Personnel July 2007 - November 2008
Blackburn Capital LLC April 2006 - July 2007
Ferris Baker Watts April 2004 - April 2006
Titan Corporation October 2003 - April 2004
Royal Bank of Canada June 2000 - February 2003
Skills
Strategic Planning, Management, Capital Allocation, Mergers, Operations Management, Financial Analysis, Executive Management, Government, Business Development, Business Strategy, Team Building, Process Improvement, Leadership, Analysis, Due Diligence, Contract Negotiation, Mergers & Acquisitions, Business Planning, Budgets, Strategic Partnerships, Investments, Strategy, Financial Modeling, Managerial Finance, Security, P&L Management, Fundraising, New Business Development, Start-ups, Private Equity, Finance, International Business, Capital Markets, Leadership Development, Equities, Corporate Development, Personnel Management, Negotiation, Valuation, Investment Banking, Cross-functional Team..., Business Process..., Training, Change Management, Venture Capital, Strategic Financial..., Entrepreneurship, Forecasting, Investor Relations, Business Analysis
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
Institut d'Etudes politiques de Paris / Sciences Po Paris 1997 — 1997
Diploma
Duke University 1984 — 1987
AB
Ferris, Baker Watts September 1992 - June 2008
MD Department of the Environment June 1990 - September 1992
Ferris, Baker Watts January 1979 - June 1990
Education
Essex Community College 1991 — 1994
St. Ann's Business School 1963 — 1965
Certificate, Business
Minerva Foods July 2010 - Present
New York Life August 2004 - July 2010
Ferris, Baker Watts 2002 - 2004
Morgan Stanley December 1999 - October 2001
Skills
Management, Leadership, Analysis, Finance, Investments, Financial Planning, Portfolio Management, Insurance, Strategic Planning, Risk Management, Strategic Financial..., Asset Managment, Tax, Wealth Management
Education
Georgetown University 2003 — 2004
University of Maryland Baltimore County 1994 — 1997
BA, Economics
Archbishop Curley High School 1986 — 1990
RBC Wealth Management January 2010 - January 2015
Ferris Baker, Watts January 2005 - March 2009
Westat June 2004 - May 2005
Country Boy Market June 2003 - June 2004
Skills
Financial Operations -..., Loyalty, Steel Work ethic, Reliability, Management, Retail, Banking, Sales Management, Finance, Administration, Negotiation, Microsoft Word, Risk Management, English
Education
Omega Studios' School of Applied Recording Arts & Sciences 2001 — 2001
M.I.D.I. Certified, Sound Engineering
Montgomery College 1999 — 2001
Graphic Design
RBC Wealth Management March 2008 - Present
Legg Mason/Smith Barney 1997 - 2008
Ferris Baker Watts January 1989 - January 1997
Education
University of Maryland College Park 1984 — 1988
BA, Economics
Small Footprint, Inc. June 2011 - Present
Hatch, Inc. November 2010 - March 2011
HallieCrawford.com, LLC 2011 - 2011
SimpliFi December 2009 - October 2010
Northstar Travel Media 2006 - December 2009
The Bridge Restaurant May 2004 - September 2006
Ferris, Baker Watts 1997 - 1999
PaineWebber 1995 - 1997
Skills
Account Management, Sales, Sales Management, Marketing Strategy, Negotiation, Strategic Planning, Lead Generation, New Business Development, Outsourcing, SaaS, B2B, Sales Operations, CRM, Leadership, Strategy, Salesforce.com
Education
Wake Forest University - Babcock Graduate School of Management 1999 — 2002
Master of Business Administration (MBA)
The College of Wooster 1990 — 1994
BA, Communications
Edmund Burke
Edmund Burke
Hardy Middle School
Hardy Middle School
Berkshire Hathaway HomeServices PenFed Realty December 2014 - Present
Prudential PenFed Realty July 2013 - December 2014
Legg Mason 1994 - 2003
Ferris Baker Watts 1991 - 1994
Skills
Buyer Representation, First Time Home Buyers, Short Sales, Relocation, Listings, Sellers, New Home Sales, Foreclosures, Single Family Homes, Condos, Referrals, Real Estate, Investment Properties, Investors, Townhomes, Real Estate Transactions, Residential Homes, Buyers
Education
Towson University 1988 — 1992
Bachelor of Science (BS), Business/Finance
Institute of Notre Dame 1984 — 1988
RBC Wealth Management May 2012 - Present
M&T Securities, Inc July 2008 - May 2012
Ferris Baker Watts July 2005 - June 2008
Amherst Securities Group September 2002 - June 2005
Deutsche Bank Alex. Brown March 1996 - September 2002
Skills
Series 7, Series 63, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Investments, Asset Management, Bloomberg, Financial Modeling
Education
Loyola University Maryland
MBA
The Johns Hopkins University
BS, Business & Management
Loyola Blakefield
Ransom Research, Inc. 2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM 2003 - Present
Shingo Prize Academy for Operational Excellence 2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence May 2012 - 2014
Shingo Prize Academy for Operational Excellence 2011 - 2014
Janney Montgomery Scott 2001 - 2002
State Street Research and Management 1998 - 2001
NatWest Securities 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Ferris, Baker Watts 1982 - 1992
Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation
Education
Princeton University 1963 — 1967
Bachelor's degree, Romance Languages and Literature
Johns Hopkins SAIS 1967 — 1969
Master's degree, International Relations and Economics
Loyola University 1978 — 1980
Master of Business Administration (MBA), Business
Choate Rosemary Hall 1959 — 1963
Freedom Car Service November 2014 - Present
Family responsibility June 2007 - March 2013
A&R Management January 2006 - June 2007
Ferris, Baker Watts March 2001 - June 2004
Legg Mason June 2000 - August 2001
e.Spire Communications March 1998 - March 2000
Pangaea FilmWorks, Inc. September 1992 - August 1994
Cosgrove-Meurer Productions June 1990 - June 1993
extra casting agencies December 1989 - July 1990
various producion companies June 1986 - October 1989
Skills
Non-linear Editing, Creative Writing, Idea Generation, Writing, Microsoft Office, Acting, Editing, Film, Commercials, Broadcast, Camera, Television, Film Production, Art, Music Videos
Education
University of Maryland College Park 1978 — 1979
BA, American Studies: Film and Journalism emphasis
Wells Fargo Advisors, LLC 2004 - Present
Raymond James September 2002 - October 2004
Ferris Baker Watts August 1998 - December 2001
Education
Radford University
English
CapStone Investments Senior Vice President Institutional Equity Research SalesNorthland Capital MarketsMay 2014 - Present
Ascendiant Capital Markets 2013 - 2014
Ferris Baker Watts 2004 - 2008
Arnhold and S. Bleichroeder 1998 - 2001
Lehman Brothers 1996 - 1998
Skills
Trading, Equity Research, Asset Managment, Portfolio Management, Valuation, Bloomberg, Equities, Series 7, Capital Markets, Investments, Financial Markets, Series 63, Equity Trading, Hedge Funds, Securities, Alternative Investments, Investment Banking, Equity Valuation
Education
Boston College
Graduate Courses
Boston University
Jernigan Capital 2015 - Present
BMO Capital Markets January 2014 - Present
Bank of Montreal September 2011 - January 2014
Morgan Keegan February 2011 - September 2011
Robert W. Baird May 2004 - February 2011
Ferris Baker Watts 2000 - 2004
Friedman Billings Ramsey & Company 1997 - 1999
National Association of Real Estate Investment Trusts 1985 - 1997
Pension Real Estate Association April 1985 - September 1990
Petroleum Marketer's Association of America 1981 - 1985
Skills
Mergers, Asset Managment, Real Estate, Finance, Mergers & Acquisitions, Investment Properties, Asset Management, Venture Capital, Investment Banking, Real Estate Economics, Investments, Commercial Real Estate, Private Equity, Real Estate Development, Management, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Valuation, Financial Structuring, Alternative Investments, Acquisitions, Equities, Structured Finance, Corporate Finance, Investment Management, Real Estate Financing, Investment Strategies, Securities, Hedge Funds, Investor Relations, Equity Research, Series 7, Fixed Income, Mutual Funds, Financial Advisory, Bloomberg, Leveraged Finance, Investment Advisory, Bonds, Corporate Development, Funding, IPO
Education
George Mason University School of Law 1974 — 1977
Juris Doctor (J.D.)
Kent State University 1967 — 1972
BS, Education
Hamlet Village Retirement March 2009 - Present
N/A January 1998 - Present
European Adoption Consultants March 2002 - November 2008
Ferris baker Watts January 1995 - July 2002
Squire Sanders & Dempsey January 1973 - January 1983
Skills
Legal Research, Corporate Law, Legal Writing
Education
Cleveland State University - Cleveland-Marshall College of Law 1978 — 1983
JD, Law
Syracuse University 1969 — 1973
BA, Early Childhood Education & Home Economics
Sandoz August 2015 - Present
Sandoz December 2013 - February 2015
Delta Group May 2012 - October 2014
Social Games International January 2010 - May 2012
Streaming Placements, LLC May 2006 - October 2009
Dechert LLP August 2008 - August 2009
Ronald J. Cappuccio, Counselor at Law June 2005 - August 2006
Ferris Baker Watts September 2002 - April 2003
Skills
Start-ups, Finance, Contract Negotiation, Financial Modeling, Leadership and..., Communication Skills, Financial Analysis, Strategic Financial..., Business Planning, Auditing, Accounting, Investor Presentations, Mentoring, Analytics, Valuation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2007
MBA, Finance and Strategy
University of Pittsburgh School of Law 2003 — 2007
JD
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Finance and Economics
Cherry Hill High School East 1995 — 1999
Team, Management, Leadership Program 2011 — 2012
Team 1 Completion
Wunderlich Securities 2010 - Present
RBC Wealth Management 2009 - 2010
Ferris Baker Watts 2004 - 2009
Morgan Stanley 1997 - 2004
Dean Witter Reynolds Inc. February 1982 - February 1997
Skills
Retirement Planning, Foundations and..., Institutional Clients, Municipal Bonds, Variable Annuities, Series 7, Series 66, Mutual Funds, Wealth Management
Education
University of Michigan College of Literature, Science, and the Arts 1977 — 1981
Bachelor’s Degree, Economics
Bogart Associates, Inc. June 2014 - Present
Blackboard October 2013 - June 2014
Ernst & Young October 2011 - October 2013
Ernst & Young June 2010 - August 2010
US Department of Homeland Security May 2009 - July 2009
Ferris Baker Watts May 2008 - August 2008
Skills
Financial Reporting, Auditing, Accounting, Financial Statements, US GAAP, Assurance, Internal Controls, Financial Accounting, Financial Analysis, External Audit, Cash Management, Process Improvement, Government Contracting, Budget Management, Data Analysis, Multi Location..., Benefit Plan Audits, Forecasting, Microsoft Excel, Deltek
Education
The Citadel 2007 — 2010
Bachelor of Science, Business Administration Accounting Concentration
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
AXA Advisors 2013 - 2015
SunTrust Investment Services, Inc. June 2010 - August 2013
Merrill Lynch May 2008 - May 2010
Ferris Baker Watts February 2004 - May 2008
Education
George Mason University 1995 — 2000
Bachelor's degree
Kildare Capital, Inc 2009 - Present
Ferris Baker Watts 2006 - 2008
Dolphin & Bradbury 1995 - 2005
Janney Montgomery Scott LLC 1983 - 1994
Wertheim & Co 1980 - 1982
Butcher & Singer 1975 - 1979
Butcher & Singer 1969 - 1975
Education
The Ohio State University
NBC Securities, Inc. June 2014 - Present
St. James Church September 2012 - June 2014
RBC Wealth Management March 2009 - June 2014
Ferris Baker Watts November 2007 - March 2009
Edward Jones September 2004 - November 2007
DP Trinity, Inc. June 2000 - June 2004
Skills
Small Business, Investments, Retirement Planning, Financial Planning, Public Speaking, Insurance, Fundraising, Non-profits, Strategic Financial..., Estate Planning, Nonprofits, Finance, Strategic Planning, Financial Services, Series 7, Customer Service, Series 63
Education
Bexley Hall Episcopal Seminary 2010 — 2011
Certificate in Anglican Studies, Anglicanism
The Catholic University of America 1990 — 1994
STB, Theology
Pontifical College Josephinum 1985 — 1989
BA, Psychology
Columbia Business School August 2014 - Present
Janney Montgomery Scott July 2008 - July 2014
Ferris Baker Watts February 2006 - June 2008
Mercantile Bank & Trust Co. June 2004 - February 2006
Skills
Series 7, Series 63, Series 86, Series 87, Equity Research, CFA, Chartered Financial..., Capital Markets, FINRA, Equities, Alternative Investments, Bloomberg, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Washington and Lee University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Gilman School 1989 — 2000
Beacon Roofing Supply March 2015 - Present
RedBloc Solutions March 2015 - Present
Goldbelt Raven April 2010 - March 2015
ToolSpinner.com April 2011 - December 2013
Northrop Grumman May 2005 - April 2010
Ferris Baker Watts September 2004 - May 2005
Frankel Acura September 2001 - May 2005
Baltimore City States Attorneys Office April 2004 - October 2004
Skills
EVMS, Earned Value Management, Excel, PowerPoint, Word, SAP, Windows, Microsoft Word, Analysis, Program Management, Microsoft Excel, Security Clearance, Management, FAR, Proposal Writing, Contract Management, Leadership, DoD, Access, IBR, ANSI-748, DI-MGMT-81861, DI-MGMT-81466A, Government Contracting, Strategic Planning, Business Planning, problem solving, Data Analysis, Training, Project Planning, Government, Product Development, Process Improvement, Military, Defense, Finance, Project Management, MS Project, Strategy, Business Process..., Budgets, Requirements Analysis, Microsoft Project, Microsoft Office, Contract Negotiation, Team Building, Marketing, Life Cycle Cost Analysis, Entrepreneurship, Cost Models
Education
Loyola College in Maryland 2006 — 2008
MBA, Mangement, 3.86
Towson University 2001 — 2005
Business Administration, Legal Studies, 3.6
Wellfleet Capital Partners, Inc. 1995 - Present
Consilium Partners LLC 2009 - Present
Public Schools of Brookline 2012 - Present
Fairfax Capital Partners, Inc. 2010 - Present
Advest, Inc. 1991 - 1995
Ferris, Baker Watts 1991 - 1991
Security Pacific Merchant Bank 1990 - 1990
Skills
Healthcare Corporate..., Flavors and Ingredients..., Mergers and Acquisitions, Buyouts and..., Board Advisory, Private Placements, Growth Financing, Valuation, Buyouts, Mergers, Finance, Recapitalizations, Corporate Finance, Mergers & Acquisitions, Advisory Boards, Private Equity, Start-ups, Venture Capital, Equities, Investments, Capital, Corporate Development, Due Diligence, Investment Banking, Leveraged Finance, Business Valuation, IPO, LBO, M&A experience, Restructuring, Financial Structuring, Capital Markets, Divestitures, Financial Modeling, Structured Finance, Emerging Markets, Acquisitions, Alternative Investments, Joint Ventures, Investor Relations, Angel Investing, DCF, Capital Raising, Deal Sourcing, Growth Capital, Hedge Funds
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Tufts University 1981 — 1985
BA, Economics and International Relations
New Milford High School
High School Diploma, College Preparatory
SunTrust Robinson Humphrey January 2013 - Present
SunTrust Robinson Humphrey July 2012 - December 2012
RBC Capital Markets June 2008 - June 2012
Ferris, Baker Watts April 2004 - June 2008
Capital One Financial July 1998 - April 2004
Jefferson Smurfit Corporation January 1997 - July 1998
U.S. Navy May 1991 - December 1996
Skills
Equity Research, Equity Valuation, Insurance, Reinsurance, Thomson One, Excel, MS Office Suite, Investment Strategies, Financial Modeling, Insurance Linked..., Bloomberg, Microsoft Excel, Finance, Financial Analysis, Analysis, Valuation
Education
University of Richmond - Robins School of Business 2001 — 2003
MBA
United States Naval Academy 1987 — 1991
B.S., Naval Architecture
Fox Chapel Area High School 1983 — 1987
Kforce Inc August 2014 - Present
Kforce Professional Staffing June 1999 - Present
Ferris Baker Watts 1996 - 1999
New York & Company 1989 - 1996
Education
Lackey
Lackey
Towson University
Money Map Press July 2015 - Present
Money Map Press, Agora Publishing January 2012 - July 2015
Money Map Press, Agora Publishing February 2010 - January 2012
Self Employed July 2009 - February 2010
Ferris, Baker Watts July 2007 - May 2009
Lease Tracking Services, Inc. 2003 - 2007
Skills
Copy Editing, Editing, Newsletters, Proofreading, Web Content, Publishing, Copywriting, Blogging, Journalism, Editorial, Publications, Content Development, Content Management, Content Strategy, Press Releases, Email Marketing, Marketing Copy, Storytelling, Web Content Management, SEO copywriting, AP Style, Feature Articles, SEO
Education
Towson University 2004 — 2007
MS, Professional Writing
James Madison University 1998 — 2002
BA, Media Arts & Design
self employed 1998 - 2008
Ferris Baker Watts 1990 - 1992
Ferris Baker Watts 1990 - 1992
Smith Barney 1989 - 1991
Smith Barney 1989 - 1990
Education
James Madison University 1984 — 1988
Institute for Enterprise Ethics May 2011 - November 2013
Great-West Retirement Services February 2007 - May 2011
ING February 2004 - February 2007
Ferris, Baker Watts June 2002 - September 2003
Skills
Marketing Communications, Event Management, Customer Service, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Account Management, Project Management, Outlook, Fundraising, Leadership, Event Planning, Marketing
Education
University of Colorado at Boulder 1995 — 2000
BA, Psychology and Business
England & Company May 2015 - June 2015
Brean Capital, LLC April 2014 - January 2015
Global Hunter Securities May 2012 - March 2014
MKM Partners August 2010 - November 2011
Natixis Bleichroeder January 2008 - August 2010
Cannacord Adams January 2007 - November 2007
Sterne, Agee & Leach October 2005 - December 2006
Ferris, Baker Watts September 2002 - December 2005
Frost Securities May 2000 - June 2002
Skills
Equity Research, Petroleum, Hedge Funds, Energy, Equity Valuation, Equities, Bloomberg, Valuation, Natural Gas, E&P, Oilfield, Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Modeling, Trading, Financial Analysis, Investments
Education
Jones Graduate School of Business, Rice University 1998 — 2000
MBA
Swarthmore College 1992 — 1996
Stifel Nicolaus 2009 - 2014
Ferris, Baker Watts 2005 - 2008
E*Trade Professional 2001 - 2005
Skills
Capital Markets, Trading, Equities, Investments, Fixed Income, Financial Modeling, Bloomberg, Series 7, Valuation, Chartered Financial..., MarketAxess, FactSet
Education
Georgia Institute of Technology 1999 — 2001
B.S., Economics
Liberty Mutual Group November 2007 - Present
ferris baker watts 2007 - 2008
Education
Michigan State University 1998 — 2002
Finance, Business
Stifel Nicolaus November 2011 - Present
Piper Jaffray September 2010 - October 2011
Friedman, Billings Ramsey May 2004 - July 2010
Ferris Baker Watts May 1996 - April 2004
Education
Central Michigan University 1987 — 1991
Bachelor of Science, English/History
Bass Travel March 2012 - Present
Manpower October 2006 - March 2012
Ferris Baker Watts January 2005 - October 2006
First Command Financial Services May 2004 - December 2004
Beretta USA April 2003 - May 2004
Seaway Trail, Inc. 1993 - May 1994
Skills
Disney, Customer Service, Insurance, Resorts, Human Resources, Marketing, Vacation, Sales, Microsoft Office, Microsoft Excel, Event Planning, Budgets, Strategic Planning, Time Management, Microsoft Word, Training, Team Building, Leadership
Education
Jefferson Community College 1991 — 1993
AA
Alcove Corporation April 2007 - Present
Verizon Communications April 2000 - April 2007
Ferris, Baker Watts 1999 - 2000
Skills
Project Management, Business Intelligence, Financial Analysis, Analysis, Management, Forecasting, Investments, Analytics, Data Warehousing, Venture Capital, Real Estate, Accounting, Real Estate Development, Telecommunications, Small Business, Start-ups, Marketing, Finance, Leadership, Business Development, Contract Negotiation
Education
Virginia Commonwealth University - School of Business 1998 — 2000
MBA, Information Systems
University of Richmond 1991 — 1995
Cystic Fibrosis Foundation August 2007 - Present
CGI November 2004 - August 2007
AM Search Consulting January 1998 - November 2004
Ferris Baker Watts January 1993 - January 1998
Shearson Lehman Hutton January 1987 - January 1993
Skills
Recruiting, Non-profits, Fundraising, Management, Business Development, Philanthropy, Finance, Budgets, Consulting, Executive Search, Leadership Development, Nonprofits, Event Planning, Organizational..., Strategic Planning, Training, Leadership, Volunteer Management
Education
Old Dominion University 1978 — 1982
Bachelor's degree, Finance
Pristine Homes LLC February 2010 - Present
The Ticket Choice January 2009 - Present
Carahsoft Technology Corp 2005 - April 2010
Ferris Baker Watts January 2000 - January 2005
Island Def Jam Music Group January 1999 - January 2003
Key Measures Group January 1997 - January 1999
ICT Corp. January 1995 - January 1997
Education
Shepherd University 1999 — 2004
B.S, Business Administration
Message Systems November 2008 - Present
OmniTI November 2008 - December 2010
Legg Mason May 2005 - February 2008
Rydek Professional Staffing May 1998 - May 2005
Ferris, Baker Watts May 1993 - May 1998
Skills
Recruiting, Talent Management, Talent Acquisition, Technical Recruiting, Employee Management, International..., Global Recruiting, Global Talent..., Onboarding, Sourcing, College Recruiting, Applicant Tracking..., Internet Recruiting, Temporary Placement, Executive Search, Benefits Negotiation, Contract Recruitment, Staff Augmentation, Staffing Services, SaaS, Employee Relations, Permanent Placement, Hiring, Screening, Recruitment Advertising, Temporary Staffing, Screening Resumes, Employer Branding, Interviews, IT Recruitment, SDLC, Deferred Compensation, Search, Candidate Generation, Resume Writing, Professional Services, New Hire Orientations, Human Resources, Cold Calling, Job Descriptions, Workforce Planning, Employee Benefits, Job Fairs, Behavioral Interviewing, Corporate Recruiting, Benefits Administration, HRIS, Personnel Management
Education
Towson University 1989 — 1993
BA, Economics and Business
Burt Wealth Advisors January 2010 - Present
Ameritas Investment Corp. May 2007 - December 2009
Ameritas Investment Corp. August 2004 - May 2007
Ameriprise Financial Services, Inc. January 2002 - March 2004
Ferris, Baker Watts June 1999 - December 2001
Skills
Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MSF, Finance, 3.94 GPA
West Virginia University 1995 — 1998
BSBA, Finance, 2.92 GPA
Dulaney
Dulaney
The Annie E. Casey Foundation February 2013 - Present
CohnReznick LLP May 2008 - January 2013
Ferris, Baker Watts July 2007 - April 2008
Howard County General Hospital August 2003 - July 2007
Orion Power 1999 - 2002
Deluxe Corporation June 1991 - March 1996
Skills
Employee Relations, Excel, Union Negotiations, Benefits, HRIS, Supervisory Skills, Employee Benefits, Deferred Compensation, FMLA, ADP Payroll, PeopleSoft, COBRA, Management, Microsoft Excel, Benefits Administration, ERISA, Human Resources, Leadership, Negotiation, Onboarding, Organizational..., Talent Management
Education
Wharton School of Business
Towson University
Bachelor of Science, Business/Finance
ISYS Technologies October 2011 - Present
Parker Tide December 2003 - September 2011
Preferred Solutions Group January 2003 - December 2003
McDonald's Corporation July 2002 - December 2002
The Interdisciplinary Center, Herzliya July 2001 - September 2001
Ferris Baker Watts June 2000 - September 2000
Skills
Government, Proposal Writing, Business Development, Federal Government, Contract Negotiation, Management, Leadership, Analysis, Sales, International Relations, Strategic Planning, Management Consulting, Government Contracting, Strategic Communications
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2000 — 2002
MA, International Relations
The University of New Mexico
BS, Language Interpretation and Sociology
WHU November 2007 - June 2012
Infosys June 2010 - November 2010
BHP Billiton July 2008 - July 2008
Confluentes e.V. May 2006 - August 2006
Ferris Baker Watts November 2005 - January 2006
Pepsi Bottling Group January 2005 - November 2005
Pepsi Bottling Group June 2004 - December 2004
Meijer June 2003 - August 2003
Pepsi Bottling Group 2000 - 2000
Skills
Business Strategy, Management, Analysis, Management Consulting, Strategy, German, Market Research, Entrepreneurship, Financial Modeling, Data Analysis, Corporate Finance, Valuation, Innovation Management, Business Modeling, English, Project Management, Research, Venture Capital, Due Diligence, Emerging Markets, Change Management
Education
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2007 — 2012
Ph.D. candidate, Microeconomics and Industrial Organization
WHU – Otto Beisheim School of Management 2006 — 2007
MBA, Strategy, Finance
College of the Holy Cross 2000 — 2004
BA, Economics, Spanish
Pinnacle Advisory Group February 2007 - Present
Ferris, Baker Watts June 2003 - February 2007
Morgan Stanley May 2002 - May 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Estate Tax Planning, Investment Management, Wealth Preservation..., Charitable Gift Planning, Personal Financial..., Certified Financial..., Portfolio Management, Asset Management, Business Planning, Investment Advisory, Strategic Financial..., Retirement, Personal Finance, Asset Allocation, Financial Planners, Asset Managment, Investments, Series 7, Financial Advisory, Financial Planning
Education
Widener University-Harrisburg Campus 1992 — 1995
Doctor of Law (JD)
James Madison University 1986 — 1991
Bachelor of Business Administration (BBA)
Ameriprise Financial Services, Inc. October 2013 - Present
Ferris Baker Watts 2005 - 2013
RBC Wealth Management 2005 - 2013
morgan stanley 1996 - 2005
Education
Hampden-Sydney College 1988 — 1992
st pauls school
American Humane Association December 2011 - May 2015
Ferris, Baker Watts May 1985 - March 2009
Skills
Strategic Planning, Fundraising, Public Relations, Nonprofits, Marketing, Leadership, Philanthropy, Annual Giving, Social Media
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, international studies / economics
The Hotchkiss School 1975 — 1978
Maryland Health & Higher Educational Facilities Authority July 2009 - Present
State of Maryland March 2006 - July 2009
JP Morgan Chase 2002 - 2002
Morgan Stanley 1997 - 2001
Ferris, Baker Watts 1995 - 1996
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA
Adams Express Company September 2015 - Present
Loyola University Maryland January 2013 - Present
Wilmington Trust June 2008 - July 2015
American Capital August 2007 - May 2008
Wachovia January 2004 - August 2007
Ferris Baker Watts 2001 - 2001
Sensoria Technology 2000 - 2001
Kaiser Associates August 1998 - December 1999
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Finance
Colgate University 1994 — 1998
BA, Mathematics
Chessiecap Securities 2003 - Present
Grotech Capital Group 2000 - 2002
Legg Mason 1997 - 2000
Ferris, Baker Watts 1990 - 1997
Drexel Burnham Lambert 1988 - 1990
First Chicago 1985 - 1988
Skills
Mergers, Private Placements, Valuation, Strategic Consulting, Fairness Opinions, Corporate Finance, Investment Banking, Strategic Partnerships, Restructuring, Business Valuation
Education
Yale University - Yale School of Management 1983 — 1985
MPPM, Management, Finance
Harvard University 1972 — 1976
AB, English Literature
Ferris Baker Watts vice presidentdeutsche bank2000 - 2005
alex brown 1997 - 2005
Education
Guilford College 1992 — 1996
TEK Systems April 2010 - July 2011
Hershey Entertainment & Resorts September 2008 - January 2010
Ferris Baker Watts April 2004 - September 2008
Ferris Baker Watts 2004 - 2008
Impact Innovations January 2002 - February 2004
Impact innovations 2000 - 2001
Education
Catonsville Community College 1986 — 1991
Centennial High School 1982 — 1986
Baltimore County Public Schools February 2015 - Present
Home January 2005 - Present
TeleCommunication Systems March 2004 - March 2005
Ferris, Baker Watts June 2001 - February 2004
Skills
Microsoft Office, Customer Service, HTML
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Computer and Information Sciences, General
Ferris Baker Watts January 2010 - Present
Boenning Scattergood Inc January 2010 - Present
Skills
Investments, Private Equity, Alternative Investments, Portfolio Management, Wealth Management, Series 7, Asset Allocation
Education
University of Pittsburgh 1954 — 1958
bba, Finance
4Saints, LLC February 2009 - Present
KRG Consultants 2009 - 2010
Ferris Baker Watts 2005 - 2008
Arinc 2003 - 2007
Citibank 1999 - 2001
Skills
Active Directory, Business Analysis, Integration, Project Management, VoIP, Windows Server
Education
Polytechnic University
University of Baltimore
Bachelor of Science (BS), Computer information systems
Department of Defense January 2009 - Present
Sleep Services of America August 2008 - January 2009
Ferris Baker Watts January 2006 - August 2008
T Rowe Price October 2006 - January 2007
Micros Systems July 2006 - October 2006
Skills
Active Directory, CISSP, Firewalls, Information Assurance, Information Security, Information Technology, Java, Microsoft Office, Network Administration, Network Security, Program Management, Programming, Project Management, SAP, Security, Security, Servers, System Administration, Troubleshooting, Windows Server
Education
Towson University 2010 — 2012
Master of Science (M.Sc.), Information Technology/ Information Security and Assurance, 3.66
University of Phoenix 2006 — 2009
Information Technology
Tesst College of Technology 2004 — 2005
AA, Network Information Technology
Fauquier Health Foundation January 2014 - Present
Fauquier Health September 2012 - January 2014
Fauquier Health March 2008 - September 2012
Northern Piedmont Community Foundation 2002 - 2008
National MS Society December 1998 - 2002
Georgetown University Medical Center 1997 - 1998
Chicago Board of Trade 1994 - 1997
Ferris Baker, Watts 1993 - 1994
Skills
Community Outreach, Philanthropy, Non-profits, Volunteer Management, Annual Giving, Program Development, Nonprofits, Grants, Fundraising, Foundations, Grant Writing, Non-profit...
Education
University of Mary Washington 1989 — 1993
BA, Economics
Ferris, Baker Watts
Skills
Fixed Income, Investments
Education
Georgia State University
MBA, Finance
University of Delaware
BA, Mathematics
The Carlyle Group July 2011 - Present
Akeida Capital October 2008 - July 2011
Lazard Freres & Co. May 2007 - August 2008
Ferris Baker Watts 2006 - 2007
Skills
Private Equity, Valuation, Investment Banking, Portfolio Management, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, LBO, Trading, Capital Markets, Emerging Markets, Finance, Investments, Hedge Funds, Mergers, Bloomberg, Equity Research, Alternative Investments, Structured Finance, Mergers & Acquisitions
Education
The Juilliard School 2013 — 2014
Music Production and Technology
The Johns Hopkins University 2003 — 2007
BS, Applied Math and Statistics and Romance Languages
Université Sorbonne Nouvelle (Paris III) 2003 — 2003
Cours de Civilisation et Langues Francais
Newark Academy 2001 — 2003
International Baccalaureate, International Baccaleureate
Chatham High School 1999 — 2001
Brown Advisory January 2008 - Present
Ferris Baker Watts April 2004 - January 2008
DB Alex. Brown June 2001 - April 2004
Legg Mason June 1998 - February 2001
Skills
Bloomberg, MarketAxess, FactSet, BondEdge, Advent APX & Moxy, MS Office Suite, Portfolio Management, Fixed Income Trading, Series 7, Series 63, Series 55, Investments, Credit Analysis, Fixed Income
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
University of Baltimore 1996 — 1998
BA, Finance
BB&T Capital Markets October 1991 - Present
Ferris Baker Watts January 1988 - April 1991
Offut &Taylor October 1983 - December 1987
Education
Ohio Wesleyan University 1976 — 1980
B.A., Accounting and Economics
Bengur Bryan & Co., Inc. March 2014 - Present
Marcum Cronus Partners LLC May 2011 - January 2014
RBC Capital Markets July 2008 - September 2009
Ferris Baker, Watts May 2004 - July 2008
Lehman Bros 2000 - 2002
Alex Brown 1988 - 2000
Kidder Peabody 1984 - 1988
Kidder Peabody 1984 - 1988
Skills
Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Leveraged Finance, Asset Managment, Due Diligence, Investments, Series 7, Divestitures, Debt Restructuring, Mezzanine, IPO, Portfolio Management, Capital Raising, Private Placements, Restructuring, Emerging Markets, Business Valuation, Financial Advisory, Bloomberg, Financial Markets, Securities, M&A experience, Bonds, Asset Management, Equity Research, Investment Management, Equity Capital Markets, Financial Structuring, Start-ups, Project Finance, Structured Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Georgetown University 1972 — 1976
BA, History
AlpRidge Capital September 2014 - Present
MCG Capital July 2001 - May 2014
Ferris Baker Watts 1997 - 2001
Arthur Andersen 1995 - 1997
Education
Cornell University - Johnson Graduate School of Management 1999 — 2001
MBA, General Mangement
George Mason University 1989 — 1993
BS, Accounting
Jacqueline L. Powell & Associates June 2008 - Present
Ferris Baker Watts February 2005 - June 2008
Education
Allegheny College 1997 — 2000
B.S., Psychology
Sup-R-Die June 2011 - Present
JP Recovery Services Inc February 2010 - June 2011
Quicken Loans February 2009 - July 2009
Cuyahoga County Board of Elections August 2008 - December 2008
University of Dayton September 2004 - April 2008
Ferris Baker Watts June 2007 - August 2007
Skills
Sales, Finance, Cold Calling, Customer Service, Account Management, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Social Media, Microsoft Word, Market Research, Data Analysis
Education
University of Dayton 2004 — 2008
Business, Finance
St.Edward High School 2000 — 2004
Spring Capital Partners September 2014 - Present
Spring Capital Partners August 2011 - September 2014
UBS Investment Bank June 2010 - August 2010
Maryland Capital Management, LLC December 2005 - August 2009
Cambridge Associates March 2005 - December 2005
Ferris Baker, Watts December 2004 - March 2005
Skills
Private Equity, Valuation, LBO, Corporate Finance, Financial Modeling, Corporate Development, Bloomberg, Due Diligence, Leveraged Finance, Investment Banking, Equity Research, DCF, M&A experience
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2001 — 2004
BA, Economics, Public Policy
PNC Financial Services Group August 2010 - Present
SunTrust Bank June 2007 - August 2010
Student Government Association August 2006 - May 2007
Phi Mu Fraternity August 2004 - May 2007
McDaniel College March 2003 - May 2007
Ferris Baker Watts January 2007 - April 2007
Sleep Inn Hotel June 2005 - August 2006
Skills
Finance, Customer Service, Credit, Microsoft Excel, Marketing, Sales, Management, Investments, Accounting
Education
Mount St. Mary's University 2008 — 2009
MBA
McDaniel College 2003 — 2007
BA, business administration
Capitol Securities Management August 2009 - Present
Ferris Baker Watts 1995 - 2009
Paine Webber 1990 - 1995
A.G. Edwards 1986 - 1990
Merrill Lynch 1983 - 1986
Skills
Customer Relations, Investments, Insurance, Retirement Planning, Financial Planning, Estate Planning, Marketing Communications, Writing, Strategic Planning, Investment Strategies, Strategic Financial..., Mutual Funds, Wealth Management, Series 63, Securities, Asset Management, Retirement, Series 7, Investment Advisory
Education
Frostburg State University 1980 — 1982
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
UBS Financial Services 2008 - Present
Ferris Baker Watts 2004 - 2008
Morgan Stanley Wealth Management 1995 - 2004
Education
Gettysburg College 1984 — 1988
Bachelor of Arts (B.A.), Psychology
Granite, Logue and Associates January 2014 - Present
Several June 2010 - January 2014
Jacqueline L. Powell & Associates June 2008 - June 2010
Ferris, Baker Watts February 2005 - June 2008
Absolute Settlement Services August 2003 - January 2005
UPMC June 2001 - August 2003
Skills
Investments, Financial Analysis, Bloomberg, Portfolio Management, Analysis, Contract Negotiation, Morningstar, Real Estate Financing, Business Development, Nonprofits, Conflict Resolution, Leadership Development, Succession Planning, Team Building, Financial Planning, Public Speaking
Education
Allegheny College 1997 — 2000
Bachelor of Science, Psychology
Aerotek June 2014 - Present
Aerotek June 2011 - June 2014
Fila May 2010 - May 2011
Under Armour April 2009 - September 2009
Ferris, Baker Watts April 2008 - September 2008
Skills
Software Engineering, Sourcing, Recruiting, Medical Devices, Electronics, Applicant Tracking..., Cold Calling, Manufacturing, Technical Recruiting, Talent Acquisition, Microsoft Office, Networking, Sales, Talent Management, Staffing Services, Temporary Placement, Internet Recruiting, Screening, Screening Resumes, Interviews, Contract Recruitment, Resume Writing, Building Relationships, Training, Boolean Searching, Social Networking, Management, Leadership, College Recruiting, Onboarding, Temporary Staffing, Benefits Negotiation, Executive Search, Permanent Placement, Human Resources, Staff Augmentation, Job Fairs, Employee Relations
Education
University of Maryland Baltimore County 2007 — 2011
BA, Sports and Media Management, Economics Minor
Notre Dame Prep 2003 — 2007
High School Diploma
Aerotek January 2015 - Present
Accountemps June 2012 - October 2013
Robert W. Baird & Co., Inc. July 2007 - August 2011
Ferris Baker Watts May 2006 - July 2007
Skills
Annuities, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 1991 — 1994
BS, Education
Moody's Investors Service March 2003 - Present
New Jersey Health Care Facilities Financing Authority 1994 - 2003
Ferris, Baker Watts 1991 - 1994
Dean Witter Reynolds 1984 - 1991
Skills
Municipal Research, Presentation, Management, Credit Analysis, Ratings, Fixed Income, Public Finance, Financial Modeling, Financial Analysis, Financial Reporting, Analysis, Bloomberg, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Portfolio Management, Finance, Bonds
Education
New York University 1984 — 1987
MBA
University of Cincinnati 1975 — 1977
BFA
Morgan Stanley Smith Barney March 2007 - Present
Ferris Baker Watts June 2005 - March 2007
Riggs Bank N.A. April 2000 - March 2005
Riggs Bank N.A. April 1999 - May 2000
Riggs Bank N.A April 1998 - May 1999
Riggs Bank NA August 1996 - April 1998
Skills
Notary Public- State of..., Finance, Banking, Financial Services, Credit, Risk Management, Loans, Analysis, Accounting, Internal Audit, Payroll
Education
University of Maryland University College 2011 — 2014
Bachelor's, Business Finance
University of Phoenix 2008 — 2014
Bachelor of Science (BS), Business Finance
Brown Advisory March 2015 - Present
Wunderlich Securities August 2011 - Present
Singal Hill June 2007 - August 2011
Ferris Baker Watts May 2005 - June 2007
Alex Brown/Deutsche Bank 1997 - 2005
Education
Guilford College 1992 — 1996
BS Sports Management
BBVA March 2011 - July 2014
Gleacher & Company April 2010 - March 2011
CRT Capital Group January 2010 - April 2010
Stifel Financial Corp. February 2008 - February 2010
Ferris, Baker Watts February 2004 - March 2008
Skills
Structured Finance, Investment Banking, Banking, Derivatives, Corporate Finance, Structured Products, Equities, Capital Markets, Financial Markets, Fixed Income
Education
Roanoke College
Bachelor of Business Administration (B.B.A.)