Ferris, Baker Watts, Inc.

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Ferris, Baker Watts, Inc. Employees

Employee
Years
Job
Industry
Matt Skeens Matt Skeens Louisville, Kentucky Details
Matt Skeens's Ferris, Baker Watts, Inc. Experience September 2007 - December 2007
Job Sales
Industry Banking
Experience
Fifth Third Bank  February 2015 - August 2015
AT&T  November 2012 - January 2015
Byard Insurance and Financial Services   May 2011 - June 2012
Western Southern Financial Group  April 2008 - May 2011
Ferris Baker Watts, Inc  September 2007 - December 2007

Skills
Life Insurance, Disability Insurance, Sales Process, Communication, Public Speaking, Cold Calling, Appointment Scheduling, Coordinating Events, Event Planning, Insurance, Direct Sales, Customer Service, Critical Illness, Sales

Education
Marshall University   2003 — 2007
Bachelor of Arts, Communication Studies

Spring Valley High School   1999 — 2002

Faraz Saleem Faraz Saleem Washington D.C. Metro Area Details
Faraz Saleem's Ferris, Baker Watts, Inc. Experience December 2006 - May 2007
Job Senior Investment Analyst at Lockheed Martin Investment Management Company
Industry Investment Management
Experience
Lockheed Martin Investment Management Company  January 2012 - Present
Profit Investment Management  July 2010 - January 2012
JPMorgan Chase  January 2008 - July 2010
Scientech Personnel, Inc.   May 2006 - January 2008
SunTrust Bank  September 2003 - July 2007
Ferris, Baker Watts, Inc.   December 2006 - May 2007

Skills
Investments, Banking, Investment Banking, Mutual Funds, Finance, Internal Controls, Customer Service, Financial Analysis, Financial Modeling, Valuation, Project Management, Process Improvement, Technical Support, Presentations, Business Strategy, Business Development, Team Leadership, Derivatives, Financial Services, Asset Management, Management, Bloomberg, Risk Management

Education
Georgetown University   2011 — 2014
Masters, Business Administration

Towson University
Bachelor of Science, Business Administration; Finance Concentration

Drew Genser Drew Genser Charlotte, North Carolina Area Details
Drew Genser's Ferris, Baker Watts, Inc. Experience May 2008 - August 2008
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP  January 2013 - Present
Deloitte Consulting  May 2010 - January 2013
Cambridge Associates  September 2009 - May 2010
Ferris, Baker Watts, Inc   May 2008 - August 2008

Skills
Financial Modeling, Program Management, Financial Analysis, Microsoft Office, Requirements Analysis, Strategic Planning, Healthcare Information..., Resource Management, Investment Strategies, Tableau

Education
Kenan-Flagler Business School   2013 — 2015
Master of Business Administration (MBA)

University of Miami   2005 — 2009
BBA, Finance and Marketing

Brooke Hrimnak Brooke Hrimnak Baltimore, Maryland Area Details
Brooke Hrimnak's Ferris, Baker Watts, Inc. Experience April 2003 - June 2008
Job SVP, Institutional Equity Sales Manager at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  August 2008 - Present
Ferris, Baker Watts, Inc.   April 2003 - June 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets, Series 63, Series 7, Series 24

Education
Loyola College in Maryland   2000 — 2003
Bachelor of Business Administration (BBA), Finance & Economics

Ilene Slatko Ilene Slatko Greater Philadelphia Area Details
Ilene Slatko's Ferris, Baker Watts, Inc. Experience October 1988 - April 2004
Job Entrepreneur, Writer/Editor/Speaker and Marketing Maven
Industry Online Media
Experience
Delaware Shareholder Services   September 2010 - Present
Write Assistance   April 2012 - Present
Wells Fargo Advisors, LLC  2008 - August 2010
Martin & Lunger, PC   April 2006 - July 2008
WSFS Bank  April 2004 - April 2006
Ferris, Baker Watts, Inc.   October 1988 - April 2004

Skills
Business Planning, Team Building, Investors, Sales Management, New Business Development, Public Speaking, Public Relations, Training, Social Media Marketing, Corporate Finance, Strategic Financial..., Estate Planning, Investor Relations, Investments, Investment Properties, Leadership, Bankruptcy, Legal Issues, Non-profits, Grant Writing, Corporate Communications, Media Relations, Business Writing, Nonprofits, Portfolio Management, Financial Services, Small Business, Wealth Management, Mergers & Acquisitions, Finance, Due Diligence, Private Equity, Courts, Executive Management, Strategy, Securities, Venture Capital, Asset Management, Corporate Law, Banking, Entrepreneurship, Restructuring, Mutual Funds, Corporate Governance, Investment Management, Start-ups, Risk Management, Valuation, Debt Restructuring, Joint Ventures

Education
Marietta College   1974 — 1976
Drama, Speech and English

Winston Churchill High School   1971 — 1974
High School diploma

Rebecca Katz Rebecca Katz Washington D.C. Metro Area Details
Rebecca Katz's Ferris, Baker Watts, Inc. Experience September 2006 - June 2008
Job Contract Specialist/Contracting Officer at US Department of Homeland Security
Industry Government Administration
Experience
U.S. Department of Homeland Security   August 2010 - Present
Department of Interior Government-wide Acquistion Management Intern Program (GAMIP)   June 2008 - August 2010
Department of Health and Human Services  January 2010 - June 2010
Department of Homeland Security  January 2009 - July 2009
Washington Headquarters Services  2008 - 2009
Ferris Baker Watts Inc  September 2006 - June 2008
Better Business Bureau of Greater Maryland   January 2008 - May 2008

Skills
Government Contracting, Contract Management, Federal Government, Government Procurement, FAR, Contract Negotiation, Source Selection, Security Clearance, Analysis

Education
Towson University   2004 — 2008
Bachelor of Science, Business Administration with a Concentration in Legal Studies

La Plata High School   2000 — 2004
Diploma

Tina Neal Tina Neal Richmond, Virginia Area Details
Tina Neal's Ferris, Baker Watts, Inc. Experience August 1996 - June 2008
Job Senior Vice President, Public Finance at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC  May 2015 - Present
Perseverance Capital Advisors LLC   March 2011 - May 2015
Piper Jaffray  June 2008 - December 2010
Ferris, Baker Watts, Inc.   August 1996 - June 2008

Skills
Financial Modeling, Financial Analysis, Loans, Due Diligence, Tax-Exempt Debt Issuance, Municipal Bonds, Financial Advisory, Alternative Energy..., Muni Advisory, Retirement Communities, 501c3 Debt Issuance

Education
Virginia Commonwealth University - School of Business   1989 — 1992
Master of Arts (M.A.), Economics

Beloit College   1983 — 1986
Bachelor of Arts (B.A.), International Relations and Economics & Management

Gregory Jorgensen Gregory Jorgensen Charlotte, North Carolina Details
Gregory Jorgensen's Ferris, Baker Watts, Inc. Experience December 2004 - June 2008
Job First Vice President Financial Advisor, Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  June 2008 - Present
Ferris Baker Watts Inc  December 2004 - June 2008

Education
University of North Carolina at Wilmington   1996 — 1998
Bachelor of Science (BS), Finance

Richard Akers Richard Akers Mountain Top, Pennsylvania Details
Richard Akers's Ferris, Baker Watts, Inc. Experience February 1997 - November 2009
Job Student Services Coordinator at Misericordia University
Industry Higher Education
Experience
Misericordia University  November 2010 - 2014
Elizabethtown College  July 2010 - 2012
Ferris, Baker Watts, Inc.   February 1997 - November 2009

Skills
Higher Education, Academic Advising, Student Affairs, Higher Education..., Admissions, Student Development, Adult Education, Academic Administration, Career Counseling, Instructional Design, Program Development, Teaching, Event Planning, University Teaching, Student Counseling, Research, Curriculum Development, Nonprofits, Staff Development, Community Outreach, Distance Learning, Admissions Counseling, eCollege, Student Organizations, Student Activities, Non-profits, CampusVue, Retaining Customers, Graduate Students, Career Development, Datatel, Resume Writing

Education
The Pennsylvania State University   2005 — 2008
Master of Education (M.Ed.), Adult Education

Towson University   2000 — 2003
Master of Arts (MA), Professional Studies

University of Pittsburgh-Johnstown   1993 — 1996
Bachelor of Arts (BA), Communication and Media Studies

Chris Totten Chris Totten Orlando, Florida Details
Chris Totten's Ferris, Baker Watts, Inc. Experience June 1996 - July 1998
Job Medical Sales Regional Manager
Industry Medical Devices
Experience
Tin Keys Holdings LLC   2011 - Present
Pentax Medical Company, Inc   April 2006 - March 2011
BMW of North America, LLC  August 2003 - April 2006
UBS  January 1998 - January 2003
Ferris, Baker Watts Inc.   June 1996 - July 1998
Ferris, Baker and Watts Inc   January 1996 - January 1998
Lowe's Home Improvement  January 1991 - January 1995

Skills
Sales Management, Contract Negotiation, Marketing, Sales Operations, CRM, Capital Equipment, Sales Process, Customer Service, Sales, Operating Room, Market Development, Account Management, Negotiation, New Business Development, Product Marketing, Surgeons, Product Development, Coaching, Marketing Strategy, Medical Devices, Strategy, Management, Leadership

Education
University of Kentucky   1993 — 1995
Communication and Media Studies

Ashland College   1991 — 1995
Communications

Daria McElveen Daria McElveen Pottstown, Pennsylvania Details
Daria McElveen's Ferris, Baker Watts, Inc. Experience February 1998 - January 1999
Job Accountant
Industry Accounting
Experience
Entech Engineering, Inc.   2014 - Present
Coliseum Construction LLC.   June 2013 - January 2014
Bison Drywall, Inc.   September 2012 - May 2013
H&R Block  2012 - 2013
Aflac  June 2012 - September 2012
L.H. Cranston and Sons, Inc.   July 2008 - June 2010
McElveen Home Exteriors, LLC   May 2006 - July 2008
Sprint Paranet  January 1999 - December 2000
Ferris, Baker Watts, Inc.   February 1998 - January 1999
OnSite Technologies  1997 - 1998

Skills
Microsoft Office, Customer Service, Payroll, Microsoft Excel, Process Scheduler, Financial Analysis, System Administration, Real Estate, Accounting, Negotiation, Invoicing, Management, Account Reconciliation, Peachtree, Accounts Receivable, Employee Benefits, Microsoft Word, Finance, Auditing, Tax, Outlook, Budgets, Tax Preparation, Sales, QuickBooks, Purchasing, Payroll Taxes, CPA, Data Entry, Small Business, Credit, Tax Returns, SAP, Insurance, Strategic Financial..., Access

Education
Towson University   2007 — 2014
Accounting and Philosophy

Towson High School   1988 — 1992
Art/Art Studies, General

Aaron Brachman, CFP®, AAMS Aaron Brachman, CFP®, AAMS Washington D.C. Metro Area Details
Aaron Brachman, CFP®, AAMS's Ferris, Baker Watts, Inc. Experience June 2002 - March 2009
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 1999 - Present
Ferris, Baker Watts, Inc   June 2002 - March 2009
Ferris, Baker Watts, Inc.   November 1999 - June 2002

Education
Georgetown University   2006 — 2007
CFP® - CERTIFIED FINANCIAL PLANNER TM, Financial Planning

Center for Fiduciary Studies™   2012 — 2012
AIF® - Accredited Investment Fiduciary

College for Financial Planning   2009 — 2009
AAMS, Accredited Asset Management Specialist

The George Washington University - School of Business   1998 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Marple Newtown HS   1994 — 1998

Michael S. Marion, CFP® Michael S. Marion, CFP® Monroeville, Pennsylvania Details
Michael S. Marion, CFP®'s Ferris, Baker Watts, Inc. Experience 1999 - 2007
Job Managing Director Investments at Marion Wealth Management Group of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors  2007 - Present
Ferris, Baker Watts, Inc.   1999 - 2007
Wheat First, Butcher Singer  1993 - 1999

Skills
Strategic Financial..., Wealth Management

Education
University of Pittsburgh
Bachelor or Arts, Humanities

Steven Shea Steven Shea Baltimore, Maryland Area Details
Steven Shea's Ferris, Baker Watts, Inc. Experience May 1993 - July 2008
Job Man Dir at Emerging Growth Equities; Advisor Hardesty Cap Mgm't; ChB of Blonder Tongue Labs; Dir at Trade River USA
Industry Financial Services
Experience
Emerging Growth Equities  June 2015 - Present
Blonder Tongue Laboratories, Inc.   May 2015 - Present
Trade River Finance USA, Inc.   December 2014 - Present
Hardesty Capital Management  September 2013 - Present
Hardesty Capital Management  June 2010 - September 2013
Ferris, Baker Watts, Inc.   May 1993 - July 2008
Mercantile Safe Deposit and Trust Company  1990 - 1992

Skills
Investments, Equities, Capital Markets, Equity Research, Portfolio Management, Securities, Series 7

Education
Tulane University   1977 — 1981
B.A., Political Science

Lawrenceville School   1974 — 1977

Michael Akers Michael Akers Baltimore, Maryland Area Details
Michael Akers's Ferris, Baker Watts, Inc. Experience 1998 - 2008
Job BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow   June 2013 - Present
Janney Montgomery Scott  May 2008 - May 2013
Ferris Baker Watts Inc.  1998 - 2008
Nabisco  1985 - 1995

Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Equities, Strategic Financial..., Fixed Annuities, Retirement, Financial Markets, Bonds, Financial Analysis, 401k, ETFs, Options, Financial Planning, Personal Financial..., Financial Planners

Education
University of Pittsburgh   1981 — 1985
BA, Economics/Finance

St. Francis University   1981 — 1982

Bishop McCort

Edward Walters Edward Walters Baltimore, Maryland Details
Edward Walters's Ferris, Baker Watts, Inc. Experience October 2005 - April 2007
Job Senior Product Administration Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  April 2015 - Present
Janney Montgomery Scott LLC  January 2014 - April 2015
Janney Montgomery Scott  April 2007 - January 2014
Ferris Baker Watts, Inc.   October 2005 - April 2007
KPMG  October 2002 - October 2005
Legg Mason  October 1997 - October 2002

Skills
Asset Managment, Investment Advisory, Institutional Consulting, Alternative Investments, Separately Managed..., ETFs, Management Consulting, Strategic Planning, Change Management, Operations Management, Product Management, Product Development, Product Marketing, Investments, Portfolio Management, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Retirement Planning, Relationship Management, Equities, Securities, Fixed Income, Finance, Financial Services, Leadership, Series 63, Asset Management, Executive Management, Investment Strategies, Investment Management, Series 65, FINRA, Trading, 401k, Morningstar, Morningstar Direct, Retirement, Series 24, Uniform Combined State..., Financial Planning

Education
Morgan State University   1992 — 1996
BA, Economics

Saint Joseph's University
Master of Business Administration (MBA), Management

Chuck Hester, MBA Chuck Hester, MBA Baltimore, Maryland Area Details
Chuck Hester, MBA's Ferris, Baker Watts, Inc. Experience 2007 - 2009
Job Senior Vice President at AxiomSL
Industry Financial Services
Experience
AxiomSL  September 2014 - Present
NASDAQ  April 2013 - September 2014
Oracle  April 2012 - April 2013
Oracle  2010 - November 2012
Hester Company, LLC   December 2009 - January 2011
Oracle  2009 - 2010
Ferris, Baker Watts, Inc   2007 - 2009
Friedman, Billings, Ramsey   2003 - 2007
SunGard  2000 - 2003
Deutsche Bank Alex. Brown  1998 - 2000

Skills
Brass, Fidessa, Bloomberg, Mantas, Oracle Financial..., Oracle Financial..., Oracle Financial..., SunGard Trading Systems, Thomson Reuters, Compliance, Trading Systems, Trading, Capital Markets, Consultative Sales..., Workflow Applications, Compliance Management..., Analytical Applications, Business Intelligence, Value Stream Mapping, Strategic Planning, Strategic Roadmaps, Leadership, SaaS, Electronic Trading, Surveillance, Options, Equities, Risk Management, Cloud Computing, Sales Operations, Account Management, Order Management, Project Management, Enterprise Software, Recruiting, Team Building, Business Analysis, Human Resources, Analytics, Sales, Professional Services, Finance, Solution Selling, Market Data, CRM, Strategy, Financial Services, Product Management, Management, Consulting

Education
Loyola University Maryland   2008 — 2011
MBA, Business Administration

Towson University   1995 — 1997
BS, Mass Communications

Catonsville Community College   1993 — 1995
AA, Computer Aided Design Engineer

Joseph C. Koch, CFP® Joseph C. Koch, CFP® Plymouth, Michigan Details
Joseph C. Koch, CFP®'s Ferris, Baker Watts, Inc. Experience January 2001 - March 2009
Job SVP / Branch Manager / Member of 2014 Founder's Circle at Wunderlich Securities & 2015 Five Star Wealth Manager Award
Industry Financial Services
Experience
Wunderlich Securities  October 2010 - Present
RBC Wealth Management  March 2009 - October 2010
Ferris, Baker Watts, Inc.   January 2001 - March 2009
City of Plymouth, Michigan  November 1997 - November 2001
Raymond James Financial Inc.  September 1999 - February 2001
Roney & Company LLC   June 1989 - September 1999
Korn, Womack and Stern- Hamilton Investments   1986 - 1989

Skills
Sorry But due to FINRA, guidelines I CANNOT, Endorse or be Endorsed, on Linked In service, Wealth Management, Securities, Mutual Funds, Retirement Planning, Variable Annuities, Fixed Annuities, Certified Financial..., Diversification, Economics, Stocks, Municipal Bonds, Corporate Notes and..., Investments, Series 7, Finance, Retirement, Financial Services, Estate Planning, Asset Allocation, Financial Planning

Education
College for Financial Planning   1992 — 1994
CFP® Professional Education Program, Certified Financial Planner

Western Michigan University   1982 — 1985
Bachelor of Business Administration, Finance, Economics & General Business

Harrison High School

danette sokacich danette sokacich Chicago, Illinois Details
danette sokacich's Ferris, Baker Watts, Inc. Experience 1997 - 1999
Job Interim Principal
Industry Education Management
Experience
Dr. Pedro Albuzu Campos Puerto Rican High School   August 2015 - Present
Dr. Pedro Albizu Campos Puerto Rican High School   July 2015 - Present
Dr. Pedro Albizu Campos Puerto Rican High School   August 2010 - Present
Dr. Pedro Albizu Campos Puerto Rican High School   August 2006 - August 2010
21st Century Learning  July 2005 - May 2006
NYC Department of Education  June 2002 - January 2005
American Association of Museums  October 2000 - June 2002
Ferris Baker Watts Inc  1997 - 1999

Skills
Curriculum Development, Staff Development, Literacy, Teaching, Educational Technology, Grant Writing, Curriculum Design, Educational Leadership, Non-profits, Education Reform, Fundraising, Public Speaking, Community Outreach, Professional Learning..., Elementary Education, Curriculum Mapping, Teacher Training, K-12, Special Education, Lesson Planning, Nonprofits, Classroom, Tutoring, Differentiated..., Educational Consulting, Program Development, Classroom Management, Instructional Design, Secondary Education, Technology Integration, Higher Education, Grants, Editing, Research, Leadership, Program Evaluation, Volunteer Management, Instructional Technology

Education
Northeastern Illinois University   2010 — 2012
M.A.Ed., Educational Leadership

Illinois College   2007 — 2009
Secondary Education Certification, Latino Education Studies

City University of New York-Herbert H. Lehman College   2002 — 2004
M.S.Ed., Elementary Education

The George Washington University   1994 — 1998
BA, History

Craig Ascari Craig Ascari Richmond, Virginia Details
Craig Ascari's Ferris, Baker Watts, Inc. Experience August 2005 - June 2008
Job Experienced Financial Advisor and Investment Professional
Industry Financial Services
Experience
PBMares Wealth Management, LLC (formerly Witt Mares Financial Vision)   June 2012 - Present
Witt Mares Strategic Advisors, LLC   June 2008 - June 2012
Ferris, Baker Watts, Inc.   August 2005 - June 2008
MICG Investment Management, LLC   January 2003 - July 2005
Anderson & Strudwick, Inc.   November 2001 - December 2002
iPipe, Inc.   November 2000 - July 2001
Chesapeake Capital Corporation  January 1999 - November 2000
Raymond James & Associates  July 1997 - December 1998
Trigon Blue Cross Blue Shield  February 1995 - January 1997
Wheat, First Securities, Inc.   April 1983 - February 1995

Skills
Investment Banking, Equity Capital Markets, Hedge Funds, Fund Of Funds, Alternative Investments, Financial Markets, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Alternative Investment..., Financial Advisory, Series 65, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Finance

Education
University of Rhode Island
Master of Science, Resource Economics

Virginia Polytechnic Institute and State University
Bachelor of Arts, Economics

Bill Clendenin Bill Clendenin Gaithersburg, Maryland Details
Bill Clendenin's Ferris, Baker Watts, Inc. Experience 1994 - 1997
Job Stair & Rail Specialist TW Perry
Industry Construction
Experience
TW Perry  June 2012 - Present
Merrill Lynch  1997 - 2000
Ferris, Baker Watts, Inc.   1994 - 1997

Skills
Team Building, Sales Management, Strategic Planning, Sales, Customer Service, Sales Operations, Construction, Contract Negotiation, Selling

Education
University of Maryland College Park   1992 — 1993
BS, Counseling

University of Montana   1991 — 1992
psychology

Montgomery College   1990 — 1991
psychology

Ripon College   1989 — 1990

Maret School   1984 — 1989

Amanda Wallace Amanda Wallace New Orleans, Louisiana Details
Amanda Wallace's Ferris, Baker Watts, Inc. Experience November 2004 - May 2006
Job Marketing at Johnson Rice & Company
Industry Financial Services
Experience
Johnson Rice & Company  September 2012 - Present
Wedbush Securities  November 2009 - September 2012
Maxim Group  November 2006 - July 2007
Ferris, Baker Watts, Inc   November 2004 - May 2006
Morgan Stanley  January 2003 - October 2004
Profiles Staffing Service   March 2001 - May 2002

Skills
Marketing, Investments, Securities, Equity Research, Equities, Analysis, Finance, Hedge Funds, Investment Banking, Investor Relations, Market Research, Valuation, Mergers & Acquisitions, Financial Modeling, Series 7, IPO, Capital Markets, Strategic Planning, Financial Analysis

Education
The Maryland Institute College of Art
Bachelor of Fine Arts, Fine and Studio Arts

C. Michael Luck, CFP® C. Michael Luck, CFP® Wilmington, Delaware Details
C. Michael Luck, CFP®'s Ferris, Baker Watts, Inc. Experience July 2005 - March 2009
Job
Industry Financial Services
Experience
RBC Wealth Management  March 2009 - Present
Ferris Baker Watts, Inc.   July 2005 - March 2009
Morgan Stanley  May 1998 - July 2005

Education
The American College   2001 — 2004
CFP®

Gettysburg College   1986 — 1990
Bachelor's Degree

Tracy (Sikora) Donoff Tracy (Sikora) Donoff Reading, Pennsylvania Area Details
Tracy (Sikora) Donoff's Ferris, Baker Watts, Inc. Experience June 1992 - May 1999
Job Program Coordinator and Stewards of Children Authorized Facilitator, YMCA of Reading & Berks County
Industry Nonprofit Organization Management
Experience
YMCA of Reading & Berks County  March 2014 - Present
YMCA of Reading & Berks County, Tri Valley Branch Leap & Learn Childcare   September 2013 - March 2014
YMCA of Reading & Berks County, Tri Valley Branch Leap & Learn Childcare   July 2011 - August 2013
YMCA of Reading & Berks County, Tri Valley Branch Leap & Learn Childcare   September 2009 - July 2011
Ferris, Baker Watts, Inc.   June 1992 - May 1999

Skills
Program Coordination, Training Facilitation, Communication, Presentations, Instruction, Business Administration, Finance, Advanced Office..., Management, Organization, Fundraising, Troubleshooting, Skilled Caregiver, Experience Working with..., Fixed Income, Traders, Investments

Education
Towson University   1989 — 1993
Bachelor of Arts (B.A.), Business Administration, Concentration Finance

Lauren Rebbel, CFP® Lauren Rebbel, CFP® Baltimore, Maryland Area Details
Lauren Rebbel, CFP®'s Ferris, Baker Watts, Inc. Experience June 2004 - June 2007
Job Partner and Financial Advisor at The Prosperity Consulting Group, LLC
Industry Financial Services
Experience
The Prosperity Consulting Group, LLC   October 2013 - Present
Slaive Federal Savings Bank   June 2007 - October 2013
Ferris, Baker Watts, Inc.   June 2004 - June 2007
Morgan Stanley  May 2001 - June 2004

Skills
Investment Planning, Wealth Management, Estate Planning, Strategic Financial..., Risk Management

Education
McDaniel College   1997 — 2001
Bachelor of Arts (B.A.), Dual Major in Economics and Business Administration

Judy Ramey Judy Ramey Washington D.C. Metro Area Details
Judy Ramey's Ferris, Baker Watts, Inc. Experience October 1980 - March 2009
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management  March 2009 - Present
Ferris Baker Watts Inc  October 1980 - March 2009
Trust Company of America  2000 - 2006
Ferris Baker Watts Inc  1990 - 2003
Peace Corps  January 1974 - January 1979
Peace Corps  1968 - 1971

Skills
Non-profit Board..., Financial Planning, Research, Financial Analysis, Financial Reporting, Investments, Non-profit Leadership, Leadership, Non-profit Volunteering, Mutual Funds, Defined Benefit, 401k, Management, Insurance

Education
West Virginia University
Bachelor of Science (BS), Education

University of Pennsylvania - The Wharton School
Finance, General

Fahim Hemani Fahim Hemani Fort Lauderdale, Florida Details
Fahim Hemani's Ferris, Baker Watts, Inc. Experience October 2005 - July 2006
Job Attorney
Industry Wireless
Experience
Verizon  June 2013 - Present
Global Tax and Estate Counsel, LLP   June 2013 - November 2013
Pelli Group   February 2012 - June 2013
Federal Emergency Management Agency, Department of Homeland Security   May 2011 - August 2011
Camelo Y Perez Abogados   May 2010 - August 2010
Aga Khan Foundation USA  July 2007 - July 2009
FERRIS BAKER WATTS, INC.   October 2005 - July 2006

Skills
International Business..., Business Planning, International Trade, Finance, Alternative Dispute..., International Law, Urdu, Hindi, Spanish, Fundraising, Courts, Legal Writing, Research, Legal Research, Legal Compliance, Policy Analysis, Mediation, International..., Financial Analysis, Tax Law, Negotiation, Corporate Law, Contract Law, Business Strategy, Contract Negotiation, Public Speaking, Tax, Accounting, Investments, Analysis, International Relations, Legal Issues, Policy

Education
University of Maryland School of Law   2009 — 2012
Doctor of Law (J.D.), Law

The George Washington University   2003 — 2007
BBA, Finance, International Business

Gregory Finney Gregory Finney San Diego, California Details
Gregory Finney's Ferris, Baker Watts, Inc. Experience December 2007 - April 2009
Job AVP, Client Service ManagerWest Coast Service Team at First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc.   June 2015 - Present
Spire Investment Partners, LLC   October 2012 - February 2015
ICMA-RC  December 2011 - September 2012
Ferris Baker Watts Inc  December 2007 - April 2009

Skills
Proficient in Microsoft..., Financial Services, Equities, Portfolio Management, Asset Management, Mutual Funds, Investments, Financial Analysis, Finance, Banking, Financial Operations, Management

Education
Syracuse University   1980 — 1984
Business Administration, Management and Operations

Anne (McCormick) Samuel Anne (McCormick) Samuel New York, New York Details
Anne (McCormick) Samuel's Ferris, Baker Watts, Inc. Experience August 2005 - September 2006
Job Vice President Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2011 - Present
FBR Capital Markets & Co.   October 2007 - July 2011
SunTrust Robinson Humphrey  January 2007 - October 2007
Janney Montgomery Scott, LLC  October 2006 - December 2006
Ferris, Baker Watts, Inc.   August 2005 - September 2006

Skills
Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg, Retail

Education
Tulane University - A.B. Freeman School of Business   2004 — 2005
Master of Finance, Finance, General

Tulane University - A.B. Freeman School of Business   2000 — 2004
Bachelor of Science in Management, Finance, General

Andrew Dietz Andrew Dietz Baltimore, Maryland Area Details
Andrew Dietz's Ferris, Baker Watts, Inc. Experience June 1995 - July 2008
Job Managing Director at Dietz Asset Management
Industry Financial Services
Experience
Dietz Asset Management   July 2013 - Present
Janney Montgomery Scott  July 2008 - July 2013
Ferris Baker Watts, Inc  June 1995 - July 2008

Skills
Series 7, Investments, Alternative Investments, Equities, Retirement Planning, Securities, Strategic Financial..., Asset Management, Financial Services, Wealth Management..., Risk Management, Credit, Insurance, Life Insurance, Underwriting, Business Analysis, Strategic Planning, New Business Development, Capital Markets, Property & Casualty..., Financial Planning, Management, Mutual Funds

Education
Loyola College in Maryland
Finance

Robert Linn, AWM Robert Linn, AWM Rockville, Maryland Details
Robert Linn, AWM's Ferris, Baker Watts, Inc. Experience January 2006 - 2008
Job Managing Director Financial Advisor, Senior Consulting Group, International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  January 1968 - Present
Marshfield Associates  March 2006 - June 2008
Ferris, Baker Watts, Inc.   January 2006 - 2008
Southern Starr Broadcasting Company   June 1987 - September 1996

Education
University of Maryland College Park   1961 — 1966
Bachelor's Degree, Engineering and Business, B.S.-B.A.

Bethesda-Chevy Chase High School

Aaron M. Szager, CFP® | Financial Planner | Aaron M. Szager, CFP® | Financial Planner | Washington D.C. Metro Area Details
Aaron M. Szager, CFP® | Financial Planner |'s Ferris, Baker Watts, Inc. Experience September 2006 - October 2008
Job Partner, Director of Financial Planning
Industry Financial Services
Experience
Delta Financial Advisors, Inc.   July 2010 - Present
UBS Wealth Management  October 2008 - June 2010
Ferris, Baker Watts, Inc.   September 2006 - October 2008
1717 Capital Management Company   September 2001 - September 2006

Skills
Investments, Portfolio Management, Risk Management, Financial Planning, Retirement Planning, Wealth Management, Insurance, Estate Planning, Inheritance Tax Planning, Charitable Giving, Strategic Financial..., Financial Risk, Finance

Education
Salisbury University - Perdue School of Business   1996 — 2000
BS, Business Management, Finance

Kevin Cory Kevin Cory Baltimore, Maryland Area Details
Kevin Cory's Ferris, Baker Watts, Inc. Experience May 1995 - January 2000
Job Managing Partner at Cory Capital Management, LLC
Industry Investment Management
Experience
Cory Capital Management, LLC   October 2013 - Present
Savoy Advisors, LLC   September 2013 - Present
Chapin Davis, Inc.   March 2010 - Present
Joseph Cory Holdings, LLC.   September 2001 - June 2010
Deutsche Banc. Alex Brown, LLC   January 2000 - September 2000
Ferris, Baker Watts, Inc   May 1995 - January 2000
Gabelli Asset Management  June 1989 - April 1995

Skills
Investments, Portfolio Management, Management, Asset Management, Mutual Funds, Financial Modeling, Valuation, Private Equity, Equities, Alternative Investments

Education
New York University - Leonard N. Stern School of Business   1991 — 1993

Loyola University Maryland   1985 — 1989

Tenafly

Ross Cavanaugh, CPA Ross Cavanaugh, CPA Washington D.C. Metro Area Details
Ross Cavanaugh, CPA's Ferris, Baker Watts, Inc. Experience February 2007 - May 2007
Job Sr. Accountant Financial Reporting & Analysis at Marriott International
Industry Accounting
Experience
Marriott International  August 2015 - Present
CST Group, CPAs, PC   September 2013 - July 2015
Dixon Hughes Goodman LLP  January 2012 - August 2013
Holloway and Marvel   February 2011 - April 2011
T. Rowe Price  June 2007 - August 2010
Ferris, Baker Watts Inc  February 2007 - May 2007

Skills
Accounting, Mutual Funds, General Ledger, GAAP, Financial Statements, Financial Accounting, Tax, CCH ProSystem fx, Financial Reporting, Corporate Tax, CPA, Accounts Receivable, Income Tax, Tax Preparation

Education
Salisbury University   2010 — 2011
Second Bachelor's of Science, Accounting

University of Maryland College Park   2003 — 2007
Bachelor of Science, Finance

Joanne Casey Joanne Casey Washington D.C. Metro Area Details
Joanne Casey's Ferris, Baker Watts, Inc. Experience January 1993 - March 2009
Job Human Resources Professional
Industry Human Resources
Experience
National Propane Gas Association  June 2012 - Present
Human Capital Consultants, LLC  April 2012 - May 2012
Aggregate Industries  September 2009 - April 2012
Ferris, Baker Watts, Inc   January 1993 - March 2009
Ferris, Baker Watts, Inc   January 1991 - September 1994
ADP  September 1988 - October 1990
Woodward & Lothrop  May 1982 - September 1988

Skills
Microsoft Office 2007, ADP Payroll, JD Edwards, Costpoint, Microsoft Office 2010, SAP, Oracle HR, Adobe Professional, Accounts Payable, Payroll, Lotus Notes, Human Resources, Employee Benefits, Training, Office 2010, HRIS, Customer Service, FMLA, Temporary Placement, Talent Management, Management, Microsoft Office, Process Improvement, Leadership

Education
St. Mary's College of Maryland   1981 — 1986
Bachelor of Arts (BA), History

West Nottingham Academy   1980 — 1981
General, High School diploma

Walt Whitman High School   1979 — 1980

David Mount David Mount Washington D.C. Metro Area Details
David Mount's Ferris, Baker Watts, Inc. Experience 2001 - 2007
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   July 2007 - Present
Ferris, Baker Watts Inc.   2001 - 2007

Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 7, Bloomberg, Fixed Income, Mutual Funds, Financial Modeling, Investment Advisory, Series 63, Equities, Investment Strategies, Retirement Planning, Asset Management, Finance

Education
University of Arizona
Bachelor of Arts, Economics

Geoffrey Cleveland Geoffrey Cleveland Greater New York City Area Details
Geoffrey Cleveland's Ferris, Baker Watts, Inc. Experience June 2004 - March 2009
Job Senior Financial Advisor Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
RBC Wealth Management  March 2009 - June 2015
Ferris, Baker Watts, Inc.   June 2004 - March 2009
Ferris, Baker Watts, Inc.   April 2002 - May 2004
For Love of Children  September 2001 - May 2003
The George Washington University - Office of Property Management and Real Estate   August 2000 - August 2001

Education
Free Code Camp   2015 — 2016
Full Stack Web Development, Computer Software Engineering

The George Washington University
BBA, International Business, Psychology

Sid Huguenin IV, CFP® Sid Huguenin IV, CFP® Washington D.C. Metro Area Details
Sid Huguenin IV, CFP®'s Ferris, Baker Watts, Inc. Experience September 2006 - July 2008
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2008 - Present
Ferris, Baker Watts, Inc.   September 2006 - July 2008
Hertzbach  July 2005 - September 2006

Skills
Investment Advisory, Personal Financial..., Business Owner Planning, Retirement, Estate Planning, Estate Tax Planning, Long Term Care Insurance, Investment Management, Certified Financial..., Wealth Management, Alternative Investments, Asset Allocation, Mutual Funds, Series 7

Education
The Johns Hopkins University   2001 — 2005
Bachelor of Arts, Economics, Minor in Entrepreneurship & Management

St. James School

Stephen Pardes Stephen Pardes Washington D.C. Metro Area Details
Stephen Pardes's Ferris, Baker Watts, Inc. Experience November 2003 - September 2008
Job VPTaxable Fixed Income Trading at M&T Bank
Industry Financial Services
Experience
M&T Bank  September 2008 - April 2015
Ferris Baker Watts, Inc  November 2003 - September 2008
Deutsche Bank Alex Brown  February 1994 - September 2003

Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Financial Analysis, Bloomberg, Securities, Mergers & Acquisitions

Education
New York University, Stern School of Business   1984 — 1989
M.B.A., Finance

University of Northern Colorado   1978 — 1982
Bachelor’s Degree, Psychology

Andrew Price, CFA Andrew Price, CFA Washington D.C. Metro Area Details
Andrew Price, CFA's Ferris, Baker Watts, Inc. Experience November 2004 - August 2005
Job Sr Financial Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  March 2010 - Present
George Washington University  October 2008 - March 2010
Ernst & Young  February 2007 - September 2008
Freddie Mac  May 2006 - August 2006
Ferris, Baker Watts, Inc   November 2004 - August 2005
Smith Barney  August 2004 - November 2004
Japan Exchange and Teaching Program (JET)   August 2003 - August 2004
Embassy of Japan  August 2002 - July 2003

Skills
Financial Analysis, SAS, SQL

Education
The George Washington University - School of Business   2005 — 2007
MBA

The George Washington University   2004 — 2007
MBA, Decision Sciences

University of Virginia   1998 — 2002
BA, International Relations

HB Woodlawn   1994 — 1998

Ron Luczak Ron Luczak Washington D.C. Metro Area Details
Ron Luczak's Ferris, Baker Watts, Inc. Experience July 2005 - May 2006
Job Director at AvalonBay Communities
Industry Financial Services
Experience
AvalonBay Communities  March 2015 - Present
AvalonBay Communities  March 2014 - February 2015
AvalonBay Communities  March 2013 - February 2014
AvalonBay Communities  August 2008 - January 2013
Protiviti  July 2007 - August 2008
Protiviti Inc.  June 2006 - June 2007
Ferris, Baker Watts, Inc.   July 2005 - May 2006

Skills
Auditing, Sarbanes-Oxley, Internal Audit, Process Improvement, Risk Analysis, Real Estate, Construction, Real Estate Development, Sarbanes-Oxley Act, Internal Controls, Finance, Enterprise Risk..., Consulting, Due Diligence

Education
Frostburg State University   1999 — 2004
Bachelor's

Blair Waksmunski Blair Waksmunski Baltimore, Maryland Area Details
Blair Waksmunski's Ferris, Baker Watts, Inc. Experience July 2003 - July 2008
Job Compliance Officer at Stifel Nicolaus
Industry Capital Markets
Experience
Stifel Nicolaus  July 2008 - Present
Ferris, Baker Watts, Inc.   July 2003 - July 2008
Clark Bardes Consulting   February 2002 - July 2003

Skills
Securities, Series 7, Equities, FINRA, Investments, Fixed Income, Capital Markets, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Series 24, Financial Services, Investment Advisory, Alternative Investments, Bloomberg

Education
Longwood University   1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General

JD Nelson JD Nelson Baltimore, Maryland Area Details
JD Nelson's Ferris, Baker Watts, Inc. Experience June 2005 - June 2008
Job Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott LLC  March 2015 - Present
Janney Montgomery Scott  March 2012 - February 2015
Janney Montgomery Scott  June 2008 - February 2012
Ferris, Baker Watts, Inc.   June 2005 - June 2008

Skills
Series 7, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Alternative Investments, Bloomberg, Investments

Education
Cornell University   2001 — 2005

Christopher Macon Christopher Macon Baltimore, Maryland Details
Christopher Macon's Ferris, Baker Watts, Inc. Experience 2006 - 2007
Job Vice President at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  November 2013 - Present
Greenspring Associates  May 2011 - November 2013
Credit Suisse Securities LLC  2007 - 2009
Ferris, Baker Watts Inc.   2006 - 2007
Legg Mason Inc.  2002 - 2006
Deutsche Bank Alex. Brown Inc   2000 - 2002
Morgan Stanley  1998 - 2000
Alex. Brown and Sons  1995 - 1998

Education
The Johns Hopkins University   1992 — 1995

The Johns Hopkins University
Bachelor of Arts

Gilman School

Gilman School

Nicholas Evoy Nicholas Evoy Washington D.C. Metro Area Details
Nicholas Evoy's Ferris, Baker Watts, Inc. Experience January 2008 - April 2008
Job Primary Patent Examiner at U.S. Patent and Trademark Office
Industry Government Administration
Experience
U.S. Patent and Trademark Office   February 2009 - Present
U.S. Court of Federal Claims   September 2014 - December 2014
U.S. International Trade Commission   January 2014 - April 2014
Johns Hopkins Technology Transfer  September 2007 - December 2008
Stryker Endoscopy  May 2008 - August 2008
National Institutes of Health  May 2006 - May 2008
Ferris, Baker Watts, Inc.   January 2008 - April 2008
Johns Hopkins University  September 2005 - May 2006
National Institutes of Health  May 2005 - August 2005
Howard Hughes Medical Institute  May 2004 - May 2005

Education
The George Washington University Law School   2012 — 2015
Doctor of Law (J.D.)

The Johns Hopkins University   2005 — 2009
B.S.

Debby Mochwart Debby Mochwart Washington D.C. Metro Area Details
Debby Mochwart's Ferris, Baker Watts, Inc. Experience June 1984 - January 1997
Job Director at KPMG LLP
Industry Accounting
Experience
KPMG LLP  1997 - Present
Ferris Baker Watts Inc  June 1984 - January 1997

Skills
Structured Finance, Payments, Training, Valuation, Financial Modeling, Due Diligence, Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Risk Management, Auditing, Finance, Tax, SEC filings

Education
American University - Kogod School of Business   1989 — 1993
MBA, Finance

Ohio Wesleyan University   1979 — 1983
BA, Political Science and English Literature

Garrison Forest School   1978 — 1979
Senior Year of High School

Holton Arms School   1971 — 1979
Grade School - High School

Ashlee Tuck Ashlee Tuck Baltimore, Maryland Area Details
Ashlee Tuck's Ferris, Baker Watts, Inc. Experience June 2003 - March 2005
Job Founder, EditorinChief at Will Drink For Travel
Industry Financial Services
Experience
Will Drink For Travel   January 2014 - Present
USAID  May 2011 - Present
US Department of Homeland Security  November 2010 - May 2011
Office of the Comptroller of the Currency  June 2009 - November 2010
T. Rowe Price  June 2006 - April 2009
T. Rowe Price  June 2005 - August 2005
Ferris, Baker Watts, Inc.   June 2003 - March 2005

Skills
Strategic Thinking

Education
Loyola University Maryland   2008 — 2010
MBA, Management

The George Washington University - School of Business   2002 — 2006
Bachelor of Business Administration, Finance

Roland Park Country School   1995 — 2002

Dan Adair Dan Adair San Francisco, California Details
Dan Adair's Ferris, Baker Watts, Inc. Experience June 2007 - August 2007
Job Product Manager at Zynga
Industry Computer Games
Experience
Zynga  August 2014 - Present
Columbia Business School  September 2012 - May 2014
Red Oak Growth Partners  May 2013 - August 2013
Sopris Capital   January 2013 - May 2013
Lot18  April 2012 - July 2012
Alvarez & Marsal  August 2010 - April 2012
BofA Merrill Lynch  June 2008 - June 2010
Ferris, Baker Watts Inc.   June 2007 - August 2007

Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Analytics, Mergers & Acquisitions, Business Strategy, Strategy, Product Management, Due Diligence, Mobile Games, Business Development, Private Equity, Online Gaming, Gaming, Mobile Technology, Data Analysis, Competitive Analysis, Start-ups, Online Gambling

Education
Columbia Business School   2012 — 2014
Master of Business Administration (MBA)

The Johns Hopkins University   2004 — 2007
BA, Economics

Dilant Patel Dilant Patel Washington D.C. Metro Area Details
Dilant Patel's Ferris, Baker Watts, Inc. Experience September 2004 - September 2005
Job Project Manager, Professional Services, LogiXML
Industry Computer Software
Experience
LogiXML  January 2013 - Present
LogiXML  January 2011 - December 2012
LogiXML  March 2008 - March 2012
Dickstein Shapiro LLP  September 2005 - March 2008
Ferris, Baker Watts Inc  September 2004 - September 2005

Skills
Enterprise Software, SaaS, Cloud Computing, Business Intelligence, Microsoft SQL Server, Software Development, SQL, Enterprise Architecture, Agile Methodologies, JavaScript, Solution Selling, Professional Services

Education
University of Maryland Baltimore County   2000 — 2003
Bachelor of Science (BS), Computer Engineering

Brunel University London   1996 — 1999
AS, Microelectronics Engineering

Grundman, Erin Grundman, Erin Greater Boston Area Details
Grundman, Erin's Ferris, Baker Watts, Inc. Experience 2005 - 2006
Job Education Program Coordinator at Brigham and Women's Hospital
Industry Music
Experience
Brigham and Women's Hospital  May 2013 - Present
Boston University  August 2008 - May 2013
Boston Civic Symphony  June 2012 - December 2012
NOTION Music, Inc.   August 2006 - August 2008
NOTION Music, Inc.   2006 - 2008
Ferris, Baker Watts, Inc.   2005 - 2006
Eastern Music Festival  February 2004 - August 2004

Skills
Event Planning, Project Management, Staff Development, Music, Program Management, Grants, Management, Social Media, Marketing, Customer Service

Education
Boston University   2009 — 2011
Arts Administration

University of North Carolina at Greensboro   2000 — 2005
Music Performance

Catherine Mewborn Catherine Mewborn Wilmington, North Carolina Area Details
Catherine Mewborn's Ferris, Baker Watts, Inc. Experience August 2002 - April 2009
Job Investment Advisor at Regional Investment Firm
Industry Investment Management
Experience
Regional Investment Firm   March 2010 - Present
Ferris, Baker Watts, Inc.   August 2002 - April 2009
Scott & Stringfellow  May 1997 - August 2002
First Citizens Bank and Trust Company, Inc.   1994 - 1997
First Citizens Bank and Trust Company, Inc.   1994 - 1997
First Citizens Bank and Trust Company, Inc.   1994 - 1997
First Virginia Bank  1984 - 1994

Skills
Investments, Financial Analysis, Credit, Credit Analysis, Banking, Risk Management, Loans, Commercial Banking, Commercial Lending, Mortgage Lending, Strategic Planning, Series 7, Business Strategy, Investment Advisory, Asset Allocation, Equities, Alternative Investments, Securities, Retail Banking

Education
Salem College   1980 — 1984
Bachelor's degree, Economics and Economics Management

Arendell Parrott Academy   1968 — 1980

Charles Place Charles Place Malvern, Pennsylvania Details
Charles Place's Ferris, Baker Watts, Inc. Experience March 2004 - June 2008
Job Director Investor Relations at CubeSmart
Industry Real Estate
Experience
CubeSmart  January 2014 - Present
Broadstone Real Estate, LLC.   June 2012 - September 2013
Kennedy Capital Management, Inc.   June 2008 - May 2012
Ferris, Baker Watts, Inc.   March 2004 - June 2008

Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Financial Analysis, Investment Strategies, Asset Allocation, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investor Relations

Education
University of Rochester - Simon Business School   1990 — 1992
MBA, Finance, Corporate Accounting

University of Rochester   1982 — 1986
BA, Economics

Pittsford Sutherland H.S.   1979 — 1982

Andrew Achenbach, MSFS, CFP® Andrew Achenbach, MSFS, CFP® Harrisburg, Pennsylvania Area Details
Andrew Achenbach, MSFS, CFP®'s Ferris, Baker Watts, Inc. Experience 2006 - 2007
Job Owner/Advisor at Foresight Financial Planning LLC
Industry Financial Services
Experience
Foresight Financial Planning LLC   July 2013 - Present
NestWise  September 2012 - July 2013
Veritat Advisors  January 2012 - September 2012
Bishop & Associates, Inc.   2007 - 2010
Ferris Baker Watts Inc.  2006 - 2007
ZipRealty  2004 - 2005

Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Portfolio Management, Retirement Planning, Financial Planners, Estate Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Uniform Combined State..., New Business Development, Financial Advisory, Financial Analysis, Personal Financial..., Insurance, Business Development, Financial Planning, Asset Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2010
Masters of Science, Financial Services

University of the District of Columbia   2005 — 2007
B.A., Economics

West Virginia University

Kimber Dorton Kimber Dorton Greater Detroit Area Details
Kimber Dorton's Ferris, Baker Watts, Inc. Experience January 2000 - November 2005
Job Owner at KD Clutter Busters
Industry Design
Experience
KD Clutter Busters   January 2006 - Present
KD Clutter Busters   January 2006 - Present
Deloitte  February 2006 - May 2013
Ferris, Baker Watts, Inc.   January 2000 - November 2005

Education
Henry Ford Community College   2003 — 2005

Harry S. Truman   1985 — 1988
General

Taylor Center High   1985 — 1988
General

William Hildebrandt William Hildebrandt Baltimore, Maryland Area Details
William Hildebrandt's Ferris, Baker Watts, Inc. Experience September 2006 - June 2008
Job Capital Markets at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey  June 2012 - Present
SunTrust Bank  October 2008 - June 2012
Ferris, Baker Watts, Inc.   September 2006 - June 2008
Mercantile Safe Deposit & Trust  January 2005 - September 2006

Skills
Capital Markets, Leasing, Corporate Finance, Investment Banking, Commercial Lending, Syndications, Structured Finance, Portfolio Management, Finance, Originations, Capital Raising, Financial Structuring, Financial Analysis, Risk Management, Financial Modeling

Education
Gettysburg College   1999 — 2003

Gilman School   1995 — 1999

Dana Gloor Dana Gloor Baltimore, Maryland Area Details
Dana Gloor's Ferris, Baker Watts, Inc. Experience February 2007 - October 2008
Job Principal at Miles & Stockbridge P.C.
Industry Financial Services
Experience
Miles & Stockbridge P.C.   November 2014 - Present
Baritz & Colman LLP  November 2010 - November 2014
BD/IA Compliance Solutions, LLC   January 2013 - September 2014
TD Ameritrade  April 2009 - November 2010
Ferris, Baker Watts, Inc.   February 2007 - October 2008
Ferris, Baker Watts, Inc.   November 2006 - February 2007
Ferris, Baker Watts, Inc.   July 2001 - November 2006
Shapiro Sher Guinot & Sandler  February 2000 - July 2001
Shapiro Sher Guinot & Sandler  September 1993 - January 2000
Court of Appeals of Maryland  September 1992 - August 1993

Education
St. John's College   2005 — 2013
Executive Seminars

University of Maryland School of Law   1989 — 1992
JD

University of Maryland College Park   1987 — 1989

University of Richmond   1984 — 1986

Richard Montgomery High School

Scott Hardee Scott Hardee Norfolk, Virginia Area Details
Scott Hardee's Ferris, Baker Watts, Inc. Experience June 2003 - July 2003
Job Instructional Designer at Anthem, Inc.
Industry Professional Training & Coaching
Experience
Anthem, Inc.   August 2013 - Present
The Training Associates  January 2011 - December 2012
Wachovia, A Wells Fargo Company  August 2010 - January 2011
BCS Voice and Data Solutions  December 2009 - May 2010
American Funds  June 2008 - July 2009
John Hancock Financial Services  April 2006 - June 2008
Integrated Business Solutions  May 2004 - July 2004
Ferris, Baker Watts, Inc   June 2003 - July 2003

Skills
Windows 7, Siebel, Microsoft Office, Instructor-led Training, Series 7, Coaching, Sales Management, Marketing, Investments, Sales, Insurance, OS X, Training, Relationship Management, Salesforce.com, Sales Process, Team Building, Training Delivery, Public Speaking, Fixed Annuities, Call Center, Financial Services, New Business Development, Account Management, Series 63, Mutual Funds, CRM, Customer Service, Workshop Facilitation, Management, Selling, Employee Training, Instructional Design, Mac OS X, PowerPoint, Camtasia, Articulate Studio, Team Leadership, E-Learning, Leadership, Sales Operations, Process Improvement

Education
Old Dominion University   2000 — 2005
BS, Business Administration; Finance

Keele University   2003 — 2003
Finance, General

Randolph-Macon College   1998 — 2000

Patrick Sisk Patrick Sisk Washington D.C. Metro Area Details
Patrick Sisk's Ferris, Baker Watts, Inc. Experience September 2006 - December 2006
Job Contract Specialist at U.S. Securities and Exchange Commission
Industry Government Administration
Experience
U.S. Securities and Exchange Commission   July 2014 - Present
Office of Naval Research  January 2010 - July 2014
Sport & Health  June 2010 - April 2011
T. Rowe Price  July 2008 - April 2009
Loyola College in Maryland  September 2005 - May 2008
TIER Environmental Services   June 2007 - August 2007
Ferris, Baker Watts, Inc.   September 2006 - December 2006

Skills
Contract Negotiation, Contract Management, Financial Analysis, Accounting, Conflict Resolution, Federal Regulations, Performance Management, Cost Analysis, Program Management, Financial Management, Contract Writing, Competitive Analysis, Selection, Recruitment/Retention, Training & Development, Team Building, Program Coordination, Microsoft Office, Project Planning, Strategic Planning, Government Liaison, Dispute Resolution, Organizational..., Maintaining Business..., Security Clearance, Managerial Finance, Research, Government Procurement, Government, Leadership, Public Speaking, FAR, Nonprofits, Government Contracting, Budgets, Management, Software Documentation, Human Resources, DoD, Policy, Recruiting, Time Management, Military, Acquisitions, DAWIA

Education
The Government Affairs Institute at Georgetown University   2012 — 2014
Graduate Certificate, Legislative Studies

Marymount University   2010 — 2013
Master of Business Administration (MBA)/Master of Arts in HR Management, 3.9

Loyola College in Maryland   2004 — 2008
B.B.A., Management, Spanish, 3.7

Universidad de Alcalá   2007 — 2007
Spanish, Business, 4.0

Coatesville Area High School   2000 — 2004
High School Diploma

OPM

OPM

Zahra Ahsan Zahra Ahsan Washington D.C. Metro Area Details
Zahra Ahsan's Ferris, Baker Watts, Inc. Experience May 2007 - December 2007
Job Dedicated Advisor at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company  July 2013 - Present
GW Medical Faculty Associates  June 2012 - May 2013
MedStar Washington Hospital Center  January 2010 - April 2012
NERA Economic Consulting  May 2008 - August 2009
Ferris Baker Watts, Inc.   May 2007 - December 2007
Merrill Lynch  May 2006 - August 2006

Skills
Healthcare, Healthcare Management, Hospitals, Process Improvement, Project Management, Healthcare Information..., Physician Relations, Teamwork, Team Leadership, Microsoft Excel, Data Analysis, Strategic Planning, Customer Service, Financial Analysis, Healthcare Consulting, Quality Improvement, Performance Improvement

Education
The George Washington University   2010 — 2013
Master, Health Services Administration

The George Washington University   2005 — 2009
BA, Economics

Kevin Rast Kevin Rast Baltimore, Maryland Area Details
Kevin Rast's Ferris, Baker Watts, Inc. Experience March 1998 - June 2008
Job Executive Managing Director at CFG Capital Markets, LLC
Industry Financial Services
Experience
CFG Capital Markets, LLC   April 2011 - Present
Havenwood Capital Markets, LLC   July 2009 - August 2011
Ferris, Baker Watts, Inc.   March 1998 - June 2008
Alex. Brown and Sons, Inc.   December 1991 - February 1998
Ferris, Baker Watts, Inc.   August 1986 - December 1991

Skills
Fixed Income, Capital Markets, Investments, Strategic Planning, Alternative Investments, Debt

Education
Roanoke College   1979 — 1983
BBA, Business Administration

David Raff David Raff Washington D.C. Metro Area Details
David Raff's Ferris, Baker Watts, Inc. Experience 2003 - 2004
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets  2011 - Present
Morgan Keegan  2011 - September 2011
Robert W. Baird & Co.   2004 - 2011
Ferris, Baker Watts, Inc.   2003 - 2004

Skills
Real Estate

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Real Estate

James Madison University   1999 — 2003
BS, Economics, Political Science

Georgetown Preparatory School   1995 — 1999

Bret Schertz Bret Schertz Baltimore, Maryland Details
Bret Schertz's Ferris, Baker Watts, Inc. Experience 2001 - 2009
Job Vice President Financial Advisor RBC Wealth Management
Industry Financial Services
Experience
----------  March 2009 - Present
Ferris, Baker Watts Inc.   2001 - 2009

Skills
Investments, Retirement Planning, Wealth Management, Finance, Series 7, Investment Advisory, Investment Strategies, Series 65, Series 63, Asset Allocation, Insurance, Asset Management, Financial Services, Investment Management, Wealth Accumulation, Wealth Management..., Portfolio Management, Retirement, Mutual Funds, Securities

Education
University of Maryland Baltimore County   1995 — 2000
Bachelor of Arts (BA), Economics

Chip Woelper Chip Woelper Baltimore, Maryland Area Details
Chip Woelper's Ferris, Baker Watts, Inc. Experience June 2000 - August 2001
Job Healthcare Portfolio Senior Analyst at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank  November 2010 - Present
PNC Bank  September 2001 - September 2011
Ferris Baker Watts, Inc.   June 2000 - August 2001

Education
University of Maryland - Robert H. Smith School of Business   1998 — 2000
MBA, Finance

Vanderbilt University   1991 — 1995
BA, Economics

Davis McClure Davis McClure Cleveland/Akron, Ohio Area Details
Davis McClure's Ferris, Baker Watts, Inc. Experience December 2007 - January 2008
Job Director IPM at The SpyGlass Group, LLC.
Industry Telecommunications
Experience
The SpyGlass Group, LLC.   July 2015 - Present
The SpyGlass Group, LLC.   January 2014 - Present
DCT Telecom Group, Inc.   December 2012 - December 2013
DCT Telecom Group, Inc.   December 2010 - December 2012
Skoda Minotti  February 2010 - April 2010
Ferris Baker Watts Inc.  December 2007 - January 2008

Skills
Cold Calling, Solution Selling, Direct Sales, Sales, Account Management, Cloud Computing, Sales Operations, VoIP, Project Management, Managed Services, Unified Communications, MPLS, SaaS, B2B, Selling, Telecommunications

Education
Miami University   2004 — 2008
BSBA, Finance, General

Rocky River High School   2000 — 2004
HS Diploma

Robin Oegerle Robin Oegerle Sarasota, Florida Area Details
Robin Oegerle's Ferris, Baker Watts, Inc. Experience August 1988 - March 2009
Job Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  August 2014 - Present
Wunderlich Securities  April 2009 - August 2014
Ferris, Baker Watts, Inc   August 1988 - March 2009
Maryland Stadium Authority  1994 - 2006

Skills
Public Relations, Alternative Investments, Series 7, Investment Advisory, Market Research, Start-ups, Strategy, Financial Services, Event Management, Investment Strategies, Hedge Funds, Capital Markets, Strategic Planning, FINRA, Fixed Income, Event Planning, Investment Management, Uniform Combined State..., Investments, Financial Advisory, Retirement Planning, Customer Service, Microsoft Excel, Social Media, Equities, Securities, Asset Allocation, Mutual Funds, Marketing, Nonprofits, Insurance, Retirement

Education
University of Massachusetts, Amherst   1974 — 1976
MA, Fine Arts

University of Florida   1970 — 1973
BA, Music

David Eberling David Eberling Baltimore, Maryland Area Details
David Eberling's Ferris, Baker Watts, Inc. Experience 2004 - June 2009
Job LAN/WAN ADMIN at Social Security Administration
Industry Information Technology and Services
Experience
MICROTECH (SOCIAL SECURITY ADMINISTRATION – SSA)   September 2010 - Present
MICROTECH (SOCIAL SECURITY ADMINISTRATION – SSA   September 2009 - September 2010
Ferris, Baker Watts, Inc.   2004 - June 2009
Prometric Thomson Learning   1996 - 2003

Skills
Business Analysis, Project Management, Virtualization, Risk Management, Disaster Recovery, Active Directory

Education
University of Maryland Baltimore County   1996 — 1999
BS, Information Systems

Morris Hills   1989 — 1992

Craig Hartman Craig Hartman Baltimore, Maryland Area Details
Craig Hartman's Ferris, Baker Watts, Inc. Experience 2001 - 2009
Job Financial Management and Services Consultant at Independent Consultant
Industry Financial Services
Experience
Independent Consultant  2015 - Present
NeighborWorks Capital  2010 - 2015
Independent Consultant  June 2009 - 2010
Ferris, Baker Watts, Inc.   2001 - 2009
Ferris,Baker Watts,Inc   1995 - 2000

Skills
Credit, Finance, Loans, Banking, Financial Analysis, Portfolio Management, Investments, Financial Services, Capital Markets, Financial Modeling, Corporate Finance, Risk Management, Retirement Planning

Education
The Johns Hopkins University - Carey Business School
MS, Business - Finance

The Ohio State University Fisher College of Business
BSBA, Accounting

Wendy Gildemeister Wendy Gildemeister Greater St. Louis Area Details
Wendy Gildemeister's Ferris, Baker Watts, Inc. Experience 1997 - 2008
Job Compliance Professional
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
Wells Fargo Advisors  2010 - April 2014
First Clearing Correspondent Services   2008 - 2010
Ferris, Baker Watts, Inc.   1997 - 2008
E*TRADE Financial  December 1995 - August 1997
First of Michigan  June 1995 - November 1995
Rodman & Renshaw  1989 - 1994
Northern Trust Brokerage   April 1987 - April 1989
Wayne Hummer & Co   January 1984 - April 1986

Education
University of Illinois Springfield   1981 — 1982
M.A., Child Psychology

Cornell College   1977 — 1981
B.A., Psychology, Philosophy

McHenry Community High School   1973 — 1977

Beth Conant Beth Conant Mount Pleasant, South Carolina Details
Beth Conant's Ferris, Baker Watts, Inc. Experience September 1998 - March 2009
Job Retirement and Financial PlanningRetired
Industry Financial Services
Experience
Ferris, Baker Watts, Inc.   September 1998 - March 2009
Wheat First Union, formerly Wheat First Securities   August 1987 - September 1998
Financial Strategies, Inc.   1981 - 1987

Skills
Retirement Planning, Personal Financial..., Retirement, Estate Planning, Fixed Annuities, Investment Advisory

Education
Notre Dame of Maryland University   1973 — 1975
BA, English

Correy Camalier Correy Camalier Washington D.C. Metro Area Details
Correy Camalier's Ferris, Baker Watts, Inc. Experience March 2003 - April 2009
Job Associate at Your PartTime Controller, LLC
Industry Accounting
Experience
Your Part-Time Controller, LLC  February 2010 - Present
Ferris, Baker Watts, Inc.   March 2003 - April 2009
Thomas Havey LLP  2001 - 2003

Skills
Financial Analysis, Accounting, Financial Reporting, GAAP

Education
Hood College   2006 — 2008
Master of Business Administration

Virginia Polytechnic Institute and State University - Pamplin College of Business   1997 — 2001
Bachelor of Science, Accounting

Jay Beynon, CFP Jay Beynon, CFP Baltimore, Maryland Area Details
Jay Beynon, CFP's Ferris, Baker Watts, Inc. Experience May 2000 - February 2009
Job Certified Financial Planner RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management  February 2009 - Present
Ferris, Baker Watts Inc.   May 2000 - February 2009

Education
University of North Carolina at Chapel Hill   1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General

The American College
Certified Financial Planner, Finance and Financial Management Services

John Carroll School

Dawn McCoy Dawn McCoy Washington D.C. Metro Area Details
Dawn McCoy's Ferris, Baker Watts, Inc. Experience April 1993 - March 2002
Job Client Associate at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment  December 2010 - Present
Ferris, Baker Watts, LLC/ RBC Wealth Managment   March 2002 - July 2009
Ferris, Baker Watts Inc.   April 1993 - March 2002
Ferris, Baker Watts, Inc.   November 1991 - April 1993
Ferris, Baker Watts Inc.   October 1990 - September 1991
National Bank of Washington  July 1989 - September 1990

Education
Lincoln University   1985 — 1989
Bachelor of Arts

ABA Institute of Certified

Jamie You Jamie You Washington D.C. Metro Area Details
Jamie You's Ferris, Baker Watts, Inc. Experience May 2006 - April 2009
Job Accountant
Industry Accounting
Experience
Marriott International  November 2009 - Present
Ferris, Baker Watts, Inc   May 2006 - April 2009
Lydian Wealth Management  September 2005 - May 2006

Education
University of Maryland - Robert H. Smith School of Business
B.S., Business

Charles Constant Charles Constant Charleston, South Carolina Area Details
Charles Constant's Ferris, Baker Watts, Inc. Experience June 1999 - June 2000
Job Senior Associate at Domicile Real Estate Brokerage
Industry Commercial Real Estate
Experience
Domicile Real Estate Brokerage   December 2013 - Present
Aqua Securities   January 2013 - December 2013
Height Analytics  November 2010 - November 2012
Greenspring Associates  July 2009 - November 2010
Compass Point Research and Trading   August 2008 - December 2008
FBR  February 2004 - June 2008
UBS  March 2003 - February 2004
Deutsche Bank  June 2000 - September 2002
Ferris Baker Watts, Inc  June 1999 - June 2000
B.T. Alex Brown   November 1997 - June 1999

Skills
Series 7, Investor Relations, Securities, Trading, Equities, Equity Trading, New Business Development, Alternative Investments, Bloomberg, Investments, Risk Management

Education
The Johns Hopkins University   1994 — 1996
Social Behavioral Science

Boston University   1990 — 1991
Liberal Arts major

Salisbury School   1986 — 1990

Curtis Richardson Curtis Richardson Raleigh-Durham, North Carolina Area Details
Curtis Richardson's Ferris, Baker Watts, Inc. Experience May 2005 - April 2008
Job High Speed Internet Access/Telecom Engineer at Bulk TV & Internet
Industry Telecommunications
Experience
Bulk TV & Internet  December 2013 - Present
DeVry University  May 2011 - Present
Bulk TV & Internet  February 2012 - December 2013
RBC Wealth Managment  April 2008 - October 2009
Ferris, Baker Watts, Inc.   May 2005 - April 2008
Ferris, Baker Watts, Inc.   May 2001 - May 2005
Ferris, Baker Watts, Inc.   May 1998 - May 2001
Ferris, Baker Watts, Inc.   June 1997 - May 1998

Skills
Team Leadership, Networking, Troubleshooting, Cisco Technologies, VoIP, Customer Service, Network Administration, Risk Management, Leadership, SAP, Project Management, Mitel 3300, SIP Trunking, Avaya Site..., Avaya Communication..., Avaya IP Telephony, Satellite TV, Digital TV, RF design, Salesforce Training, Pro:idiom encryption, Integration of off-air..., Telecommunications, Wireless Networking, VPN, Cabling, Computer Hardware, Switches, Integration, Technical Support, Management

Education
DeVry University
BS, Network Communications Management

Sherwood High School

Meredith Perdoni, CPA Meredith Perdoni, CPA Washington D.C. Metro Area Details
Meredith Perdoni, CPA's Ferris, Baker Watts, Inc. Experience September 2004 - January 2007
Job Manager, Tax Services at McGladrey
Industry Accounting
Experience
McGladrey  January 2007 - Present
Ferris, Baker Watts, Inc.   September 2004 - January 2007

Skills
Tax Research, Corporate Tax, Tax Accounting, GAAP, Tax, CPA, Income Tax

Education
American University - Kogod School of Business   2006 — 2008
Masters of Taxation

Lehigh University - College of Business and Economics   2000 — 2004
BS Accounting

Alan Seider Alan Seider Baltimore, Maryland Area Details
Alan Seider's Ferris, Baker Watts, Inc. Experience August 2005 - March 2009
Job Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   February 2013 - Present
NBC Securities, Inc.   February 2013 - Present
RBC Wealth Management  March 2009 - January 2013
Ferris, Baker Watts, Inc.   August 2005 - March 2009

Skills
Wealth Management, Investments, Portfolio Management, Budgeting, Fixed Income, Technical Analysis, Financial Planning, Strategic Financial..., Multi-generational..., Trust Management, Institutional Sales, Estate Planning, Money Management, Risk Management

Education
University of Baltimore   1982 — 1985
Master of Science (MS), Finance

Towson University   1979 — 1981
Bachelor of Science (BS), Finance/Marketing

University of Maryland College Park

University of Maryland College Park

Rebecca Kascsak Rebecca Kascsak Richmond, Virginia Area Details
Rebecca Kascsak's Ferris, Baker Watts, Inc. Experience September 2000 - June 2004
Job IRA Specialist at Clearview Correspondent Services LLC
Industry Financial Services
Experience
CLEARVIEW CORRESPONDENT SERVICES   August 2011 - Present
CLEARVIEW CORRESPONDENT SERVICES   February 2006 - August 2011
INDUSTRIAL TURNAROUND CORPORATION   February 2005 - December 2005
Wachovia Securities  June 2004 - February 2005
Ferris Baker Watts, Inc  September 2000 - June 2004
First Financial Group  November 1999 - July 2000

Skills
Banking, Cash Management, Financial Analysis, Credit, ACH, Treasury Management, Investments, Risk Management, Accounting, Microsoft Excel, Financial Reporting, Account Reconciliation

Education
York College
Bachelor of Science, Degree, Business Administration

Harford Community College   1994 — 1996
AS, General Studies

Nicholas Sorden Nicholas Sorden Washington D.C. Metro Area Details
Nicholas Sorden's Ferris, Baker Watts, Inc. Experience May 2006 - June 2007
Job Operations Manager for The Wise Investor Group at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   May 2012 - Present
Deloitte & Touche LLP  June 2011 - May 2012
Willis  2010 - September 2011
Robert W. Baird & Co.   June 2007 - September 2009
Ferris, Baker Watts Inc.   May 2006 - June 2007
United States Coast Guard  June 2003 - March 2006

Skills
Investments, Analysis, Portfolio Management, Forecasting, Equities, Corporate Finance, Fixed Income, Finance, Insurance, Management, Trading, Leadership, Program Management, Budgets, Financial Risk, Asset Allocation, Financial Modeling, Financial Analysis

Education
Columbia University in the City of New York   2007 — 2010
Bachelor of Arts, Economics

Jeff Fowlds Jeff Fowlds Greater Denver Area Details
Jeff Fowlds's Ferris, Baker Watts, Inc. Experience 2007 - 2008
Job CEO at Genesis Select
Industry Financial Services
Experience
Genesis Select   2014 - Present
ASCENDIANT CAPITAL GROUP  2013 - 2014
Wunderlich Securities Inc.   2008 - 2012
Ferris Baker Watts Inc.  2007 - 2008
Stifel Nicolaus & Co., Inc.   2000 - 2005
Tucker Anthony Capital Markets   1999 - 2000
Hoak Breedlove Wesneski   1998 - 1999
Hanifen Imhoff Inc.   1995 - 1997
George K. Baum & CO.   1992 - 1995
Rauscher Pierce & Refsnes   1991 - 1992

Skills
Capital Markets, Management, Equity Capital Markets, Investment Banking, Private Equity, Asset Management, Financial Modeling

Education
Thunderbird School of Global Management   1976 — 1978
Masters of International Management, International Finance

University of Washington   1969 — 1972
Bachelor of Arts (B.A.), History

Heidi Mort Heidi Mort Baltimore, Maryland Area Details
Heidi Mort's Ferris, Baker Watts, Inc. Experience December 1999 - June 2008
Job Supervisory Analyst, parttime at Wunderlich Securities
Industry Capital Markets
Experience
Wunderlich Securities  October 2014 - Present
Wunderlich Securities  June 2010 - July 2012
Ferris, Baker Watts, Inc.   December 1999 - June 2008

Skills
Equities, Series 7, Equity Research

Education
Hood College   1987 — 1990
B.S., Law & Society

Scott Bass Scott Bass Baltimore, Maryland Area Details
Scott Bass's Ferris, Baker Watts, Inc. Experience June 1999 - June 2008
Job Managing Director at Bengur Bryan & Co., Inc.
Industry Investment Banking
Experience
Bengur Bryan & Co., Inc.   January 2014 - Present
Patriot Capital  January 2014 - Present
NAFC   2008 - 2015
NAFC   2008 - 2015
NAFC   2008 - 2015
National Capital Companies, LLC  July 2009 - January 2014
RBC  June 2008 - June 2009
Ferris, Baker Watts, Inc.   June 1999 - June 2008
Keystone Partners LLC   June 1996 - June 1999
Cap Gemini Ernst & Young  June 1993 - June 1996

Skills
Mergers, Series 7, Investment Banking, Securities, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Due Diligence, Financial Markets, Banking, Business Planning, Strategic Planning, Equities, Business Strategy, Restructuring, Excel, Business Valuation, Private Equity, Mergers & Acquisitions, IPO

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1992
MBA, Finance

Lehigh University   1983 — 1987
Bachelor of Science (B.S.), B.S. Mechanical Engineering

Marlboro High School   1979 — 1983

Debra Meyer Debra Meyer Baltimore, Maryland Area Details
Debra Meyer's Ferris, Baker Watts, Inc. Experience 2004 - 2009
Job Vice President, RIA Surveillance Officer at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities  2009 - Present
Ferris, Baker Watts Inc.   2004 - 2009

Skills
FINRA, Series 7, Securities, Equities

Education
University of Maryland College Park
Bachelor of Science (B.S.)

Judy Drake Judy Drake Silver Spring, Maryland Details
Judy Drake's Ferris, Baker Watts, Inc. Experience 1984 - 1995
Job Financial advisor at Capitol Securities Management
Industry Financial Services
Experience
Capitol Securities Management Inc.  December 2011 - Present
Bellamah, Neuhauser & Barrett Inc.   1995 - December 2011
Ferris, Baker Watts, Inc   1984 - 1995

Skills
Wealth Management, Investment Advisory, Series 7, Securities, Asset Management, Finance, Equities, FINRA, Series 63, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Retirement, Asset Managment, Portfolio Management, Strategic Financial..., Fixed Income, IRAs, Financial Reporting, Insurance, Managerial Finance, Series 24, Financial Analysis, Private Equity

Education
University of MD, Baltimore   1979 — 1981
Law

Boston University
BA, Philosophy, English, Comparative Religion

Joseph McGoldrick Joseph McGoldrick Greater New York City Area Details
Joseph McGoldrick's Ferris, Baker Watts, Inc. Experience November 2003 - December 2003
Job Credit Risk Management Specialist
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ  October 2011 - Present
AXA Equitable  January 2009 - January 2011
AXA Equitable  May 2007 - January 2009
AXA Equitable  January 2007 - May 2007
Deutsche Bank  September 2004 - December 2006
Ferris Baker Watts, Inc  November 2003 - December 2003

Skills
Series 63, Fixed Income, Mutual Funds, Securities, Equities, Investments, Series 6, Asset Managment, Strategy

Education
Loyola College in Maryland   2000 — 2004
Bachelor, Business Administration

Loyola University Maryland   2000 — 2004
Business Administration, Finance

Sellinger School of Business & Management   2000 — 2004
BS, Finance

Chaminade   1996 — 2000

Kurt Funderburg Kurt Funderburg Greater Chicago Area Details
Kurt Funderburg's Ferris, Baker Watts, Inc. Experience September 1993 - September 2000
Job Experienced Equity Analyst
Industry Investment Management
Experience
Harris Associates  September 2000 - September 2013
Ferris Baker Watts Inc  September 1993 - September 2000
Mercantile Safe Deposit & Trust  August 1992 - September 1993

Skills
Equities, Equity Research, Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Investment Management, Securities, Financial Modeling

Education
Penn State University   1990 — 1992
Master of Business Administration (M.B.A.), Finance & Investing

West Virginia University   1984 — 1987
Bachelor's Degree, Finance, General

Maurice C. Patterson Maurice C. Patterson Columbia, Maryland Details
Maurice C. Patterson's Ferris, Baker Watts, Inc. Experience October 2000 - April 2009
Job Treasury Specialist at Corporate Office Properties Trust
Industry Commercial Real Estate
Experience
Corporate Office Properties Trust  March 2010 - Present
Ferris, Baker Watts, Inc.   October 2000 - April 2009

Skills
Cash Management, Treasury Management, Banking, Investments, Microsoft Office, Excel, Funding, Construction, Word, Cash Flow, Cash, Debt

Education
Bowie State University
Business, Finance

Alan Helene Alan Helene Baltimore, Maryland Area Details
Alan Helene's Ferris, Baker Watts, Inc. Experience June 1989 - March 2009
Job Senior Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   February 2013 - Present
NBC Securities, Inc.   February 2013 - Present
RBC Wealth Management  March 2009 - February 2013
Ferris, Baker Watts, Inc.   June 1989 - March 2009
Thomson McKinnon  1987 - 1989
Bellamah, Neuhauser & Barrett, Inc.   1981 - 1987

Skills
Strategic Financial..., Bonds, Fixed Annuities, Variable Annuities, Mutual Funds, Portfolio Management, Investment Management, Wealth Accumulation..., Retirement Planning, Wealth Management, Tax-advantaged...

Education
University of Maryland College Park
Bachelor of Science (BS), Secondary Education and Teaching