First Albany Capital

Industry: Company

Description

Headquarters: Albany, NY Parent organization: First Albany Companies, Inc.

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First Albany Capital Employees

Employee
Years
Job
Industry
Matthew Scalo Matthew Scalo Austin, Texas Area Details
Matthew Scalo's First Albany Capital Experience 2003 - 2004
Job Sr. Director, Investor Relations at Luminex Corporation
Industry Biotechnology
Experience
Luminex Corporation  September 2010 - Present
Canaccord Genuity Inc.  2004 - June 2010
First Albany Capital   2003 - 2004
CIBC World Markets  1999 - 2000
KPMG Peat Marwick  1997 - 1999

Skills
Medical Devices, Diagnostics, Financial Analysis, Financial Modeling, Equity Research, Valuation, Corporate Finance, Capital Markets, Equities, Investment Banking, Corporate Development, Competitive Analysis, Healthcare, Bloomberg, Investor Relations, Hardware Diagnostics

Education
University of Notre Dame - Mendoza College of Business   1994 — 1996
MBA, Finance

University of California, Davis   1990 — 1994
BS, Agricultural Economics and Management

North Springs High School   1986 — 1990

St. Jude's

Kevin Armitage Kevin Armitage Vancouver, Canada Area Details
Kevin Armitage's First Albany Capital Experience 1998 - 2003
Job President & Founder at Local Hospitality / Chairman & Owner at VRX Studios
Industry Hospitality
Experience
VRX Studios  October 2014 - Present
Local Hospitality   January 2010 - Present
HotelHotline.com   January 2009 - June 2010
Best of the Web   January 2009 - June 2010
Maximizer Software, Inc.   1999 - December 2009
JMP Securities  2005 - 2009
First Albany Capital   1998 - 2003
Robertson Stephens  1995 - 1998
Dillon Read (UBS)   1993 - 1995

Skills
Mergers, Start-ups, Strategic Partnerships, Entrepreneurship, Venture Capital, Business Development, Business Strategy, Mergers & Acquisitions, Executive Management, Management, Contract Negotiation, E-commerce, Private Equity, Strategy, Corporate Development, Leadership, Cross-functional Team..., Competitive Analysis, SaaS, Business Planning, Lead Generation, New Business Development, Online Marketing, Product Marketing, CRM, Investments, Marketing Strategy, Management Consulting, Product Management, Online Advertising, Analytics, Strategic Planning

Education
Queen's University   1989 — 2003
Bachelor of Commerce, Finance & Marketing

Sam Levine Sam Levine Delray Beach, Florida Details
Sam Levine's First Albany Capital Experience January 2001 - March 2006
Job Vice President, Senior Specialist Managed Account Client Services & Analytical Reporting
Industry Financial Services
Experience
Northern Trust Asset Management  December 2013 - Present
Potvin Partners, LLC   June 2012 - December 2013
Morgan Keegan  February 2010 - April 2012
THINK EQUITY LLC   January 2008 - January 2009
Oppenheimer & Co.   March 2006 - December 2008
First Albany Capital   January 2001 - March 2006
First Albany Capital   June 1999 - January 2001

Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Trading, Investment Banking, Equity Trading, Financial Services, Series 7, Series 63, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Investments, Asset Management, Mutual Funds, Securities, Financial Modeling, Asset Allocation, Investment Strategies

Education
Adelphi University   2005 — 2007
Masters, Business Administration

SUNY Albany   1995 — 1999
BS, Economics

Jordan Welu Jordan Welu Boston, Massachusetts Details
Jordan Welu's First Albany Capital Experience March 2003 - April 2005
Job VP at Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures  June 2014 - Present
Rogue Wave Software  October 2007 - May 2014
Webroot Software  April 2005 - October 2007
First Albany Capital   March 2003 - April 2005
SG Cowen & Co.   July 2000 - July 2002

Skills
Mergers & Acquisitions, Corporate Development, Corporate Finance, Due Diligence, Start-ups, Enterprise Software, Financial Modeling, Strategic Partnerships, Strategy, Venture Capital, Financial Analysis, Competitive Analysis, Mergers, Investment Banking, Private Equity, Business Development, Business Strategy, Finance, Strategic Planning, Executive Management, Equity Research, Banking, Private Placements, Entrepreneurship, Capital Markets, Equities, Hedge Funds, New Business Development, Investor Relations, Alternative Investments, Oracle, M&A experience, Forecasting, LBO, Business Planning, Valuation, Investments, Management Consulting, Asset Managment, Business Analysis, Analytics, Portfolio Management

Education
Georgetown University   1994 — 1998
BA, American Studies

Trinity College Dublin   1996 — 1997
Foreign Study, English and Modern History

Carl Skoog Carl Skoog Greater Chicago Area Details
Carl Skoog's First Albany Capital Experience 2002 - 2003
Job Clientfocused Corporate Advisor and Banker
Industry Banking
Experience
United Way of Lake County  May 2012 - Present
BMO Harris Bank  2009 - Present
Rainbows for All Children, Inc   2004 - 2010
National City Bank  2007 - 2009
JPMorgan  2003 - 2007
First Albany Capital   2002 - 2003
Banc One Capital Markets  1999 - 2002
First Chicago Capital Markets  1996 - 1999
National Bank of Detroit  January 1989 - December 1995
United States Senate  1979 - 1979

Education
University of Kansas - Graduate School of Business   1986 — 1988
MBA

Kansas State University   1977 — 1982
B.S.

Leslie Flaws Leslie Flaws Minneapolis, Minnesota Details
Leslie Flaws's First Albany Capital Experience 2002 - 2003
Job SVP, Global Head of Client Services and Head of US Business Development/Sales at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services  January 2007 - Present
Gales Group, LLC   2005 - 2007
Wachovia Securities Financial Network  2003 - 2005
First Albany Capital   2002 - 2003
RBC  1995 - 2002

Skills
Manage Client..., Relationship Management, Client Development, Project Management, Client Relations Skills, Financial Services, Risk Management, Hedge Funds, Fund Administration, Strategic Planning, Marketing Communications, Investments, Anti Money Laundering, Institutional Sales, Banking, Portfolio Management, Series 7, Underwriting, Wealth Management, Internal Controls, Internal Audit, Generating Revenue, Securities Regulation

Education
St. Olaf College   1990 — 2004
Bachelor of Arts (B.A.), Economics and Asian Studies/Japanese

donald antaya donald antaya Hartford, Connecticut Area Details
donald antaya's First Albany Capital Experience 1994 - 2005
Job Principal at Clearview Financial Counsulting, LLC
Industry Investment Management
Experience
Clearview Financial Counsulting, LLC   April 2012 - Present
AXA Advisors, LLC Retirement Benefit Group   March 2009 - May 2010
Southridge Investment Group   2005 - 2009
First Albany Capital   1994 - 2005
Tucker Anthony  1991 - 1994
G. R. Phelps   1989 - 1991
Various Insitutional Fixed Income Broker-dealers   1984 - 1989
Travelers Insurance Companies  1970 - 1984

Skills
Investments, Portfolio Management, Hedge Funds, Valuation, Securities, Asset Managment, Capital Markets, Equities, Bloomberg, Bonds, Private Equity, Alternative Investments, Financial Modeling, Asset Allocation, Personal Financial..., Investment Advisory, Credit Analysis, Investor Relations, Strategic Financial..., Derivatives, Risk Management, Investment Management, Investment Banking, Wealth Management, Fixed Income, Trading, Finance, Equity Research, Mergers & Acquisitions, Financial Services, MBS, Asset Management, Financial Analysis, Mutual Funds, Series 63, Equity Valuation, Equity Trading, Series 7, Investment Strategies, Analysis, ABS, Banking, High Yield, Structured Finance, Financial Advisory, Due Diligence, Credit, Private Placements

Education
University of Hartford   1977 — 1980
Master of Business Administration (MBA), Finance & Economics

Central Connecticut State University   1967 — 1975
bachelor of science, Accounting and Finance

Blake Omlie Blake Omlie Greater Minneapolis-St. Paul Area Details
Blake Omlie's First Albany Capital Experience September 2005 - December 2008
Job Senior Vice President at Northland Capital Markets
Industry Investment Banking
Experience
Northland Capital Markets  August 2014 - Present
Northland Capital Markets  August 2014 - Present
Ardour Capital Investments  May 2013 - August 2014
The Boss Group  July 2011 - May 2013
Lazard Capital Markets  March 2008 - July 2011
First Albany Capital   September 2005 - December 2008
Piper Jaffray  January 1987 - July 2005
Dain Bosworth  January 1984 - December 1986
Inter-Regional Financial Group   June 1980 - December 1983

Skills
Equities, Private Equity, Securities, Investment Banking, Valuation, Equity Research, Capital Markets, Investments, Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Derivatives, Trading, Financial Markets, Series 7, Mutual Funds, Venture Capital, Alternative Investments, M&A experience, Mergers & Acquisitions, Emerging Markets, Investor Relations, Finance, Strategy, Asset Management, Investment Management, Corporate Development, Executive Management, IPO, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg

Education
University of Minnesota-Twin Cities   1978 — 1981
Master of Business Administration (MBA), Finance, General

Middlebury College   1976 — 1978
Political Science and Government, Economics

x   1976 — 1978
Bachelor of Science (BS), Business

Harry Ikenson Harry Ikenson Greater New York City Area Details
Harry Ikenson's First Albany Capital Experience 2002 - 2005
Job Research Professional
Industry Research
Experience
Ikenson Research/Consulting   July 2007 - Present
Soleil Securities Corporation   June 2006 - June 2007
Nollenberger Capital Partners  2005 - 2006
First Albany Capital   2002 - 2005
JP Morgan Chase (Formerly Hambrecht & Quist)   1998 - 2001
Rodman & Renshaw (formerly Mabon Securities)   1992 - March 1998
S.G. Warburg   1988 - 1992
Rothschild Inc.  1984 - 1988

Skills
Valuation, Financial Modeling, Equities, Equity Research, Investments, Financial Analysis, Corporate Finance, Equity Valuation, Asset Managment, Venture Capital, Bloomberg, Securities, Fixed Income, Private Equity, Capital Markets, Due Diligence, Hedge Funds, Investment Banking, Alternative Investments, Portfolio Management, Mergers, Mutual Funds, Asset Management, Series 7, Investment Management, Asset Allocation, Investment Strategies, Financial Markets, Trading, Competitive Analysis, Financial Services, Investor Relations, Mergers & Acquisitions, Start-ups, IPO, Derivatives, Emerging Markets, Corporate Development, Commodity, Equity Trading, Investment Advisory, Finance, Business Valuation, Structured Finance, Financial Advisory, Options, Bonds, Bloomberg Terminal, Electronic Trading, Trading Systems

Education
University of Bridgeport
B.S. Finance, Finance, General

Ellen Brown Ellen Brown Greater New York City Area Details
Ellen Brown's First Albany Capital Experience April 1987 - February 2007
Job CoOwner at ellebellestyle
Industry Textiles
Experience
ellebellestyle, LLC   October 2014 - Present
Mark Epstein Designs   May 2013 - April 2014
Studio Van den Akker   October 2012 - April 2013
Lee Jofa  November 2009 - November 2012
All Risk Brokerage Co   June 2008 - August 2009
HSBC Securities, Inc  December 2007 - June 2008
Ackler Wealth Management   February 2007 - December 2007
First Albany Capital   April 1987 - February 2007

Skills
Textiles, Computer Proficiency, Foreign Languages, Furniture, Merchandising, Luxury Goods, Italian, French, Interior Design, Trend, Product Development, Retail, Styling, Finish, Lighting, Fashion, Marketing, Trend Analysis, Management, Space planning, Wholesale, Packaging, Apparel, Art, Leadership, Furnishings, Event Management, Sales, Pricing, Concept Development, Sketching, Sourcing, Trade Shows, Visual Merchandising, Brand Development, InDesign, Textile Design, Drawing, Materials, Fashion Design, Carpet, Wovens, Trend Forecasting, Retail Design, Illustrator, Global Sourcing, Rendering, Creative Direction, Product Design, Space Planning

Education
New York School for Interior Design

Fashion Institute of Technology

Cesare Barbieri Center

Trinity College-Hartford
Bachelor of Arts (B.A.), History

Jim Nevola, CFA, FRM, CAIA, CIPM Jim Nevola, CFA, FRM, CAIA, CIPM Greater New York City Area Details
Jim Nevola, CFA, FRM, CAIA, CIPM's First Albany Capital Experience September 2000 - June 2001
Job Senior Risk Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  February 2013 - Present
BNY Mellon  January 2008 - January 2013
BNY Mellon  February 2004 - December 2007
Citi  June 2001 - February 2004
First Albany Capital   September 2000 - June 2001
Merrill Lynch  May 1999 - August 2000
Merrill Lynch  July 1997 - September 1998

Skills
Relationship Management, Advising Clients, Public Speaking, Bloomberg Terminal, Risk Management, Enterprise Risk..., Performance Attribution, Market Risk, Performance Measurement, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Outlook, Analytics, English, Finance, Financial Risk, Financial Services, Investments, Microsoft Word, Portfolio Management, Securities, Trading, Fixed Income, Equities, Asset Management

Education
State University of New York College at Geneseo   1994 — 1997
Bachelor of Arts, Economics

Susan Trottier Susan Trottier Albany, New York Area Details
Susan Trottier's First Albany Capital Experience 2004 - 2006
Job Application Architect at Aon Hewitt
Industry Computer Software
Experience
Aon Hewitt  March 2015 - Present
Aon Hewitt  August 2013 - February 2015
Aon Hewitt  2009 - 2013
Aon Hewitt  2009 - 2009
Aon Hewitt  2007 - 2008
Applied Underwriters  2006 - 2007
First Albany Capital   2004 - 2006
Community Care Physicians  2003 - 2004
Linium  2003 - 2003
Snelling Professional Services  2000 - 2001

Skills
SQL, Microsoft SQL Server, SDLC, T-SQL, Databases, Oracle, SSIS, MS Reporting Services, Reporting Applications, Data Warehousing, Database Design, ETL, Requirements Analysis, Enterprise Software, PL/SQL, Agile Methodologies, Web Services

Education
State University of New York at Albany
BA, Mathematics

John Loughren, CPA, CFF, CFE, CGMA John Loughren, CPA, CFF, CFE, CGMA Greater New York City Area Details
John Loughren, CPA, CFF, CFE, CGMA's First Albany Capital Experience June 2005 - February 2006
Job Finance Senior Manager
Industry Accounting
Experience
PepsiCo  December 2013 - Present
Magnan Graizzaro & Associates CPAs, LLC   November 2007 - December 2013
Japan Society  September 2006 - October 2007
Albany Molecular Research  February 2006 - August 2006
First Albany Capital   June 2005 - February 2006
Unity House of Troy  August 2003 - June 2005

Skills
Accounting, Financial Analysis, Forensic Accounting, Certified Fraud Examiner, Litigation Support, Internal Controls, CPA, Auditing, Accounts Payable, Finance, Financial Statements, Forensic Analysis, Fraud, GAAP, Internal Audit, Sarbanes-Oxley Act, US GAAP

Education
Baruch College, City University of New York (CUNY)   2006 — 2007
Master's of Science, Accountancy

State University of New York at Albany   2000 — 2003
BS, Economics

Christopher D'Allaird Christopher D'Allaird Waterford, New York Details
Christopher D'Allaird's First Albany Capital Experience March 2004 - March 2005
Job Senior Analyst Global Finance Process and SOX Lead at Momentive Performance Materials Inc.
Industry Accounting
Experience
Momentive Performance Materials Inc.  October 2013 - Present
AMRI Inc   April 2008 - October 2013
UHY Advisors NY, LLP   September 2005 - February 2008
First Albany Capital   March 2004 - March 2005
M&T Bank  September 2000 - November 2001

Skills
Internal Controls, Internal Audit, Tax Preparation, Sarbanes-Oxley Act, SEC filings, Global Process Controls, Risk Assessment, US GAAP, Oracle ERP, FCPA, UK Bribery Act, ERM, Fraud Examination, Microsoft Office, Accounting, Compliance, Management, Finance, Sarbanes-Oxley, Enterprise Risk..., Fraud, Auditing

Education
Siena College   2001 — 2005
B.B.A., Accounting

Johnson & Wales University   1987 — 1990
A.O.S, Culinary Arts

Randy Scherago Randy Scherago Herndon, Virginia Details
Randy Scherago's First Albany Capital Experience November 2002 - October 2007
Job VP, Investor Relations at GeoEye
Industry Defense & Space
Experience
GeoEye  July 2009 - Present
Ironbound Capital Management   January 2008 - July 2009
First Albany Capital   November 2002 - October 2007
Prudential Securities, Inc.   September 1999 - January 2002
Faxon Research   August 1997 - August 1999
Paribas U.S. Growth Fund   January 1995 - July 1997
Dean Witter  September 1993 - January 1995
Robertson Stephens & Co,   September 1990 - September 1993
Furman Selz  February 1987 - September 1990

Skills
Investment Management, Investor Relations, Crisis Communications, Portfolio Management, Strategic Communications, Public Relations, Marketing, Technology, Healthcare, Retail, Aerospace, Trading, Public Speaking, Speech Writing, Asset Managment

Education
Babson College   1982 — 1984
Bachelor of Science (BS), Finance and Investments

Connecticut College   1980 — 1982
Fine Arts and Economics

Keith Zink Keith Zink Albany, New York Area Details
Keith Zink's First Albany Capital Experience March 1990 - October 1994
Job Managing Partner/ BigfootTown Productions LLC
Industry Entertainment
Experience
BigfootTown Productions LLC   August 2011 - Present
The Zink Household   February 1994 - June 2010
First Albany Capital   March 1990 - October 1994
Goldman Sachs  July 1987 - December 1989

Skills
Entertainment, Recording, Digital Media, Management, Storytelling, Social Networking

Education
State University of New York at Albany   1983 — 1987
Bachelor of Science (BS), Finance and Management

New Dorp

Michael S. Burd Michael S. Burd Greater Philadelphia Area Details
Michael S. Burd's First Albany Capital Experience 1992 - 1998
Job Chief Operating Officer
Industry Education Management
Experience
Delaware County Christian School  August 2013 - June 2015
Ares Management LLC  August 2011 - July 2012
Wrightwood Capital  June 2008 - August 2011
A.G. Edwards   1998 - 2007
First Albany Capital   1992 - 1998
Furman Selz  1988 - 1992
Kidder Peabody  1987 - 1988
E.F. Hutton & Company Inc.   1980 - 1987
A.G. Becker   1978 - 1980

Skills
Asset Management, Investment Banking, Banking, Mergers, Strategic Planning, Real Estate Finance, Corporate Finance, Asset Managment

Education
Harvard Business School   1974 — 1976
MBA

Stanford University   1970 — 1974
A.B., History

Phillips Exeter Academy   1966 — 1970

Pat McGowan Pat McGowan Saratoga Springs, New York Details
Pat McGowan's First Albany Capital Experience June 1997 - March 2000
Job Director of Finance at Informz
Industry Computer Software
Experience
Informz  June 2013 - Present
Informz  January 2012 - June 2013
COINS USA   November 2001 - January 2012
PowerOne Media  April 2000 - October 2001
First Albany Capital   June 1997 - March 2000
Fidelity Investments  October 1986 - May 1997

Skills
Forecasting, Financial Reporting, Financial Analysis, Managerial Finance, Finance, Accounting, Process Improvement, Budgets, General Ledger, Strategic Planning, Cash Flow, Business Planning, Contract Negotiation, Variance Analysis, Cash Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1993
MBA, Finance

State University of New York College at Cortland   1981 — 1985
BS, Economics

Deborah Lieu Deborah Lieu Hartford, Connecticut Area Details
Deborah Lieu's First Albany Capital Experience July 1999 - September 2001
Job Director, Strategy at The Hartford
Industry Insurance
Experience
The Hartford  June 2008 - Present
UTC - UTC Fire & Security   October 2005 - May 2008
Carrier Corporation  January 2004 - September 2005
First Albany Capital   July 1999 - September 2001
Merrill Lynch  July 1996 - July 1999

Education
Columbia University - School of International and Public Affairs   1994 — 1996
Master, International Banking & Finance

Columbia University - Barnard College   1991 — 1995
Bachelor, Political Science

Alex Plechash Alex Plechash Greater Minneapolis-St. Paul Area Details
Alex Plechash's First Albany Capital Experience 1995 - 2000
Job Vice President & Division Manager
Industry Capital Markets
Experience
Tee It Up For The Troops, Inc.   2007 - Present
FOLIOfn Institutional   2003 - Present
U. S. Naval Academy Alumni Association   2006 - Present
U. S. Naval Academy   January 2003 - Present
Wayzata Fire Department   2006 - Present
Perpich Center for Arts Education in Minnesota   2006 - June 2014
Republican Party of Minnesota  2004 - October 2013
Navy League of the United States  2007 - 2010
First Albany Capital   1995 - 2000
Wessels, Arnold & Henderson   1992 - 1995

Skills
Government, Operations, Sales Management, Financial Management, General Operations, Non-profits, Oil&Gas, Technical Management, Direct Sales, Executive Management, Executives, Military Operations, Military, Politics, Aviation, DoD, Securities, Board Development, Board Relations, Art Education, Political Campaigns, Nonprofits, Leadership, Strategy, Team Building, Management, Public Speaking, Program Management, Managerial Finance, Navy, Command, Marketing, Training, Organizational..., Defense, Strategic Planning, Integration, Leadership Development, Security, Policy, Community Outreach, Top Secret, Tactics, National Security, Operational Planning, Security Clearance, Government Contracting, Army, Strategic Leadership, Risk Management

Education
United States Naval Academy   1971 — 1975
B.S. Ae., Aerospace Engineering & Physics

The University of Chicago   1983 — 1986
MBA, Finance

Tom Sheedy Tom Sheedy Washington, District Of Columbia Details
Tom Sheedy's First Albany Capital Experience March 2001 - June 2007
Job Managing Director at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC  June 2011 - Present
First Albany Capital   March 2001 - June 2007
Robertson Stephens  March 1994 - October 2000

Skills
Institutional Sales..., Capital Markets, Sales, Trading, Equities, Management, Investment Banking, Investments, Hedge Funds, Bloomberg, Financial Markets, Equity Research, Hedging

Education
Southern Methodist University   1986 — 1987
Master of Business Administration (MBA), Finance

Vanderbilt University   1980 — 1984
BS, Electrical Engineering

Julio (C) Rodriguez Julio (C) Rodriguez Greater Boston Area Details
Julio (C) Rodriguez's First Albany Capital Experience 2006 - 2006
Job Consultant at Accenture
Industry Hospital & Health Care
Experience
Accenture  May 2015 - Present
Self-Employed  November 2013 - Present
Steward Health Care  February 2014 - May 2015
PwC  November 2010 - November 2013
Saint-Gobain Abrasives  September 2010 - October 2010
GE Global Research  May 2009 - May 2010
Stantec Consulting  May 2007 - April 2009
Farm Family Insurance  March 2008 - January 2009
Target  April 2005 - March 2007
First Albany Capital   2006 - 2006

Skills
Analysis, Financial Analysis, Forecasting, Project Management, Strategic Planning, Program Management, Business Strategy, Management, Budgets, Strategy, Proposal Writing, Financial Reporting, Mergers, Policy, Financial Modeling, Mergers & Acquisitions, Business Development, Financial Accounting, Management Consulting, Auditing, Finance, Business Planning, Budgeting, Meditech, Budget Advisor

Education
The College of Saint Rose   2007 — 2009
B.S., Finance

Hudson Valley Community College   2005 — 2007
A.S., Business Admin

Maple Hill High School   2001 — 2005

Brendan Carroll Brendan Carroll Boston, Massachusetts Details
Brendan Carroll's First Albany Capital Experience May 1998 - April 2001
Job Director of Market Intelligence | Colliers International
Industry Real Estate
Experience
Colliers International Boston  August 2015 - Present
Stealth Mode Real Estate Intelligence Venture   April 2015 - August 2015
Avison Young  June 2014 - April 2015
Transwestern RBJ   March 2004 - May 2014
Grubb & Ellis  March 2003 - March 2004
First Albany Capital   May 1998 - April 2001

Skills
Report Writing, Data Modeling, Media Relations, Real Estate, Investment Banking, Financial Analysis, Research, Microsoft Word, Real Estate Economics, Financial Modeling, Investments, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Corporate Real Estate, Private Equity, Due Diligence, Management, Asset Management, Valuation, Market Research, Policy Analysis

Education
Boston College   1995 — 1997
Bachelor of Science in Management, Finance

Cleveland State University   1993 — 1995
Bachelor of Science, Accounting

Barbara Bullock, PMP Barbara Bullock, PMP Albany, New York Area Details
Barbara Bullock, PMP's First Albany Capital Experience 1996 - 2007
Job Sr. Project Manager at KeyBank
Industry Financial Services
Experience
KeyBank  Sr. Project Manager, Real Estate ServicesKey Bank2007 - Present
First Albany Capital   1996 - 2007
First Albany  1996 - 2007

Skills
PMP, Portfolio Management, PMO, Project Planning, Vendor Management, Disaster Recovery, Project Management, Risk Management, Real Estate

Education
State University of New York College at Plattsburgh   1971 — 1975

Larry Richardson Larry Richardson Greater Los Angeles Area Details
Larry Richardson's First Albany Capital Experience 2001 - 2006
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI  November 2014 - Present
RBC Capital Markets  2007 - 2014
First Albany Capital   2001 - 2006
Volpe Brown Whelan  1997 - 2000
Lehman Brothers  1986 - 1996

Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7

Education
Boston University
MBA, Finance

University of Southern California   1977 — 1981
BS, Business administration

Christopher Guldner Christopher Guldner Albany, New York Area Details
Christopher Guldner's First Albany Capital Experience 1996 - 1997
Job President at ALTOS Consulting
Industry Professional Training & Coaching
Experience
ALTOS Consulting   May 2012 - Present
Bull's Head Inn Cobleskill, Inc.   September 2014 - Present
Three Johns, LLC   December 2012 - Present
Fulton-Montgomery Community College  January 2012 - Present
Bechtel Marine Propulsion Corporation  August 2008 - August 2014
American Society for Training & Development - Hudson-Mohawk Chapter   June 2011 - June 2013
Charles Brooks Associates   1999 - 2008
The Pickle Barrel Deli   1998 - 2007
Empire Blue Cross Blue Shield  2001 - 2001
First Albany Capital   1996 - 1997

Skills
Six Sigma, Process Improvement, Human Resources, Talent Management, Training, Executive Coaching, Leadership, Staff Development, E-Learning, Performance Management, Public Speaking, Personnel Management, Team Building, Leadership Development, Organizational..., Time Management, Budgets, Instructional Design, Program Management, Career Development, Training Delivery, Employee Training, Organizational..., Management, Strategic Planning, Consulting, Performance Improvement, Change Management, Coaching

Education
Union Graduate College   2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0

The New School   1986 — 1989
B.S., Human Resources Management

Naval Nuclear Propulsion Program   1980 — 1983
Reactor Operator, Nuclear Operations & Maintenance

Commack High School North   1976 — 1980
Regents Dipoloma

Kenneth Sheldon Kenneth Sheldon Greater New York City Area Details
Kenneth Sheldon's First Albany Capital Experience March 2001 - July 2007
Job Assistant Business Administrator at South Bergen Jointure Commission
Industry Investment Management
Experience
South Bergen Jointure Commission  February 2013 - Present
Little Ferry Board of Education   July 2008 - January 2013
Robert Half International  February 2008 - June 2008
First Albany Capital   March 2001 - July 2007

Skills
Series 7, Budgeting, Negotiation, Risk Management, Accounting, Microsoft Office, Customer Relations, Excel, Research, Compliance, Budgets, Market Research, Project Management, Finance, Leadership, Microsoft Excel, Strategic Planning

Education
College of Saint Elizabeth   2007 — 2008
M.S., Management

Montclair State University   1994 — 1997
B.S., Business Administration

Paramus Catholic

David Keator David Keator Pittsfield, Massachusetts Area Details
David Keator's First Albany Capital Experience June 1997 - December 1998
Job Partner at Keator Group, LLC
Industry Financial Services
Experience
Keator Group, LLC   December 1998 - Present
First Albany Capital   June 1997 - December 1998
NCI  January 1993 - June 1997
Hillcrest Educational Centers  September 1989 - December 1992
Macy's  June 1985 - September 1989
Pittsfield National Bank   1979 - 1985

Skills
Investments, Strategic Planning, Finance, Marketing, Insurance, Estate Planning, Public Speaking, Fundraising, Public Relations, New Investment Business...

Education
Institute of Business & Finance   2007 — 2008
BCE, Board Certified in Estate Planning

University at Albany, SUNY   1989 — 1991
MA, Organizational Communication

Fordham University   1981 — 1985
BA, Economics

Audrey Mydosh Audrey Mydosh Albany, New York Area Details
Audrey Mydosh's First Albany Capital Experience March 1996 - June 2006
Job Head of IT RIsk Management at Voya Financial
Industry Insurance
Experience
Voya Financial  February 2015 - Present
Metife   January 2009 - Present
Metropolitan Life Insurance Company  2006 - Present
MetLife  February 2013 - January 2015
MetLife  June 2006 - January 2009
First Albany Capital   March 1996 - June 2006

Skills
CISA, Risk Assessment, Business Continuity, Sarbanes-Oxley Act, Business Analysis, Process Improvement, Information Security..., IT Risk Management, Project Management, ISO 27001, Policy, CRISC, HIPAA, Security, HIPAA Security, PCI Compliance, Archer Certified..., Compliance, IT Security Assessments, IT Security Policies &..., Application Security..., Third Party Security..., Global Security, IT General Controls, Risk Management..., IT GRC, NIST 800-53, CGEIT

Education
Albany Law School of Union University   1985 — 1988
JD, Law

University at Albany, SUNY   1981 — 1985
BA, English

Lauren O'Neil Lauren O'Neil Washington D.C. Metro Area Details
Lauren O'Neil's First Albany Capital Experience May 2007 - September 2007
Job Associate at NorthStar Realty Healthcare, LLC
Industry Financial Services
Experience
NorthStar Realty Healthcare, LLC   March 2010 - Present
Wakefield Capital LLC   December 2007 - March 2010
First Albany Capital   May 2007 - September 2007

Education
Southern Methodist University - Cox School of Business   2003 — 2007
BBA, Finance

Blake Heston Blake Heston New York, New York Details
Blake Heston's First Albany Capital Experience July 2004 - February 2006
Job Managing Director at W Capital Partners
Industry Venture Capital & Private Equity
Experience
W Capital Partners  July 2007 - Present
Ping Identity  June 2013 - Present
Inspirato with American Express  September 2014 - Present
Brainshark, Inc.   April 2011 - Present
MINDBODY, Inc.   February 2014 - June 2015
Dynacast International  July 2011 - January 2015
StillSecure  September 2009 - September 2013
Lehman Brothers  March 2006 - July 2007
First Albany Capital   July 2004 - February 2006

Skills
Private Equity, Investments, Portfolio Management, Mergers & Acquisitions, Equities, Entrepreneurship, Valuation, Financial Modeling, LBO, Start-ups, Venture Capital, Corporate Finance, Finance, Financial Structuring, Buyouts, Due Diligence, Investment Banking, Alternative Investments, Growth Capital, M, Financial Analysis, Capital, Deal Sourcing, Strategy, Capital Markets, Private Placements, Business Valuation, Corporate Development

Education
Georgetown University   2000 — 2004

Sue Christoph, CFA, CFP® Sue Christoph, CFA, CFP® Greater Chicago Area Details
Sue Christoph, CFA, CFP®'s First Albany Capital Experience January 2003 - April 2007
Job Vice President, Senior Wealth Manager at RMB Capital Management
Industry Financial Services
Experience
RMB Capital  May 2007 - Present
First Albany Capital   January 2003 - April 2007
Conning Asset Management  1999 - 2002
Noddings Investment Group, Inc.   1995 - 1998

Skills
Private Wealth...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1983 — 1988
MBA, Finance

University of Iowa - Henry B. Tippie College of Business   1978 — 1982
BBA, Finance and Management Science

Olivia Margarate Olivia Margarate Albany, New York Details
Olivia Margarate's First Albany Capital Experience February 2009 - Present
Job manager at First Albany Capital
Industry Banking
Experience
First Albany Capital   February 2009 - Present
Albany Beck   January 2008 - February 2011

Skills
Banking

Education
State University of New York at Albany   2003 — 2009

Alexandria University

Rob Mains Rob Mains Saratoga Springs, New York Details
Rob Mains's First Albany Capital Experience June 1989 - May 1996
Job Baseball Researcher at 1800RobMains Ltd.
Industry Research
Experience
Wherever I Happen To Be   September 2014 - Present
Stifel Financial Corp.  May 2012 - September 2014
Morgan Keegan  February 2007 - April 2012
Ryan Beck & Co.   February 2005 - February 2007
Advest, Inc.   June 1996 - February 2005
First Albany Capital   June 1989 - May 1996
Drexel Burnham Lambert  September 1983 - April 1988

Skills
Scoring Baseball Games

Education
Yale University   1976 — 1980
BA, Applied Mathematics

Rensselaer Polytechnic Institute   1988 — 1990
MBA, Finance

Joshua Cooper, CFA, CPA Joshua Cooper, CFA, CPA Albany, New York Area Details
Joshua Cooper, CFA, CPA's First Albany Capital Experience October 2003 - June 2004
Job Financial Analyst at The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P.   December 2011 - Present
West Point Thoroughbreds  June 2004 - December 2011
First Albany Capital   October 2003 - June 2004
Deloitte & Touche  August 1998 - October 2003
Price Waterhouse Coopers  September 1997 - August 1998

Education
Binghamton University - School of Management   1992 — 1996
BS, Accounting

Saratoga Highs School

Abigail Doolittle Abigail Doolittle Albany, New York Details
Abigail Doolittle's First Albany Capital Experience February 2000 - November 2005
Job Peak Theories Research
Industry Financial Services
Experience
Peak Theories Research   May 2009 - Present
CNBC  January 2012 - January 2015
The Seaport Group  September 2012 - October 2013
Hugh Johnson Advisors   February 2007 - December 2010
First Albany Capital   February 2000 - November 2005
WAMC/Northeast Public Radio   January 1998 - February 2000
Morgan Stanley  July 1995 - October 1996

Skills
Asset Managment, Equities, US Equities, Equity Research, Technical Analysis, Mergers, Strategy, Mergers & Acquisitions, Financial Markets, Fixed Income, Hedging, Options, Alternative Investments, Equity Trading, Investment Banking, Investment Strategies, Trading Systems, Asset Allocation, Derivatives, Business Development, Analysis, Global Macro, Valuation, Market Analysis, Trading, Commodity, Emerging Markets, Finance, Risk Management, Private Equity, Investment Management, Due Diligence, Asset Management

Education
Colgate University   1991 — 1995
Bachelor of Arts, Philosophy with Honors

Albany High School

Joseph Mangino Joseph Mangino Greater New York City Area Details
Joseph Mangino's First Albany Capital Experience February 1996 - September 1999
Job Vice President Group Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2015 - Present
RBC Capital Markets  October 2010 - June 2015
Bear Stearns  September 1999 - December 2008
First Albany Capital   February 1996 - September 1999

Education
Siena College   1994 — 1998
BBA, Accounting

Meridith Faulkner Meridith Faulkner Charlotte, North Carolina Area Details
Meridith Faulkner's First Albany Capital Experience May 2003 - March 2006
Job
Industry Information Technology and Services
Experience
Lehman Brothers  March 2006 - December 2007
First Albany Capital   May 2003 - March 2006

Skills
SDLC, User Acceptance Testing, User Training, Investment Banking, Equities, Fixed Income, Human Resources, Project Management, Business Analysis, Analysis, Strategic Planning, Microsoft Excel, SQL, Disaster Recovery, Management, Business Strategy

Education
Siena College   1999 — 2003
BS, Computer Science

Simos Simeonidis, PhD, MBA Simos Simeonidis, PhD, MBA New York, New York Details
Simos Simeonidis, PhD, MBA's First Albany Capital Experience March 2007 - July 2008
Job Managing Director/Senior Biotech Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  July 2014 - Present
Cowen and Company  March 2011 - July 2014
Rodman & Renshaw  November 2008 - March 2011
First Albany Capital   March 2007 - July 2008
Morgan Stanley  2006 - 2007
Novartis  2005 - 2006
Harvard Medical School  2001 - 2003

Skills
Equity Valuation, Biotechnology, Equity Research, Finance, Molecular Biology, Valuation, Financial Modeling, Due Diligence, Corporate Development, Investment Banking, Equities, Lifesciences, Capital Markets, Emerging Markets, Entrepreneurship, Hedge Funds, IPO, Investments, M, Mergers, Pharmaceutical Industry, Private Placements, Series 7

Education
University of Pennsylvania - The Wharton School   2003 — 2005
MBA, Biotechnology/Pharmaceuticals Finance and Management

Harvard Medical School   1999 — 2001
Post-doctoral fellowship, Molecular Biology

Columbia University College of Physicians and Surgeons   1995 — 1999
M.A., M.Phil., Ph.D., Molecular Biology

Loyola University Chicago   1989 — 1993
B.S., Biology

City Colleges of Chicago-Harold Washington College   1988 — 1989
(formerly Loop College) introductory college courses

Concordia University Chicago   1988 — 1988
ESL (English as a Second Language)

Varvakeios Protypos Sxoli

Scott Berg Scott Berg Greater Minneapolis-St. Paul Area Details
Scott Berg's First Albany Capital Experience 2002 - 2003
Job
Industry Investment Banking
Experience
Needham & Company  April 2015 - Present
Northland Securities  June 2012 - April 2015
Feltl and Company  December 2009 - May 2012
ThinkEquity Partners  2008 - 2009
Robert Half Technology  2004 - 2008
First Albany Capital   2002 - 2003
RBC Capital Markets  1998 - 2002

Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence

Education
University of Minnesota - Carlson School of Management
MBA, Finance

University of Minnesota-Twin Cities
BA, Economics

Mickey Palone Mickey Palone Boston, Massachusetts Details
Mickey Palone's First Albany Capital Experience 2006 - 2007
Job Director, Managed Care Development at Seniorlink
Industry Hospital & Health Care
Experience
Seniorlink  January 2014 - Present
Seniorlink  May 2012 - January 2014
Seniorlink  2011 - May 2012
BDO Capital   2010 - 2011
Thomas Weisel Partners  2007 - 2009
First Albany Capital   2006 - 2007
Bank of America  2005 - 2006

Skills
New Business Development, Financial Analysis, Financial Modeling, Client Communications, Mergers, Strategic Planning, Business Strategy, Corporate Partnership..., Business Development, Valuation, Market Research, Corporate Finance, Corporate Development, Investment Banking, PowerPoint, Excel, Microsoft Office, Research, Microsoft Excel, Start-ups, Venture Capital, Investments, Strategy, Mergers & Acquisitions, Management, Leadership, Due Diligence, Healthcare, Program Management

Education
Georgetown University   2001 — 2005
BSBA, Finance and International Business

Nobles   1995 — 2001

Felicia Williams Felicia Williams Greater Los Angeles Area Details
Felicia Williams's First Albany Capital Experience April 2002 - September 2006
Job Director, Business Development at Clean Fund
Industry Real Estate
Experience
Clean Fund  May 2015 - Present
Edison International  July 2010 - April 2015
Southern California Edison  February 2008 - June 2010
RBC Capital Markets  November 2006 - February 2008
First Albany Capital   April 2002 - September 2006
Goldman Sachs  July 2000 - February 2002
Kosmont Companies  1995 - 1998

Skills
Financial Modeling, Financial Analysis, Ratings, Bonds, Fixed Income, Energy, Finance, Financial Structuring, Analysis, Investor Relations, Securitization, Due Diligence, Portfolio Management, Project Finance

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2000
M.B.A., Finance

University of California, Los Angeles   1994 — 1996
M.A., Urban Planning

Stanford University   1990 — 1994
B.A., Urban Studies/Public Policy

Polytechnic School   1975 — 1990

Rose Miller, SPHR Rose Miller, SPHR Albany, New York Area Details
Rose Miller, SPHR's First Albany Capital Experience October 2000 - December 2004
Job HR Consultant/President of Pinnacle Human Resources, LLC/Times Union Columnist
Industry Human Resources
Experience
Pinnacle Human Resources, LLC   November 2009 - Present
Bonadio Source HR (formerly DR Human Resources)   January 2006 - October 2009
The DR Group  April 2005 - September 2008
First Albany Capital   October 2000 - December 2004
PowerAdz.com  May 1998 - October 2000
PowerOne Media  1996 - 2000
Ryan, Elliott Real Estate   1982 - 1989

Skills
SPHR, HRIS, Performance Management, Employee Handbooks, Organizational..., Compensation Systems, Policy, Compensation, Benefits, Benefits Administration, Employee Benefits, Employee Relations, Coaching, Compliance, Mergers, Change Management, Leadership Development, Strategic Planning, Talent Management, Organizational..., Employment Law, Small Business, Employee Engagement, Succession Planning, Public Speaking, Team Building, Executive Coaching, Resume Writing, Start-ups, Business Strategy, Deferred Compensation, Human Resources, Personnel Selection, Employee Management, Personnel Management, Mergers & Acquisitions, Personnel Matters, Management, Remuneration, Training, HR Consulting, HR Policies, Conflict Resolution, Payroll, Recruiting, Leadership, Executive Search, New Hire Orientations, Onboarding, Temporary Placement

Education
other   2001 — 2012
SPHR, HR certification

Lesley University   1984 — 1988
Bachelor of Science, Organizational Behavior

Adrienne Archia Adrienne Archia Greater Chicago Area Details
Adrienne Archia's First Albany Capital Experience 2004 - 2007
Job Government and public sector
Industry Financial Services
Experience
Rice Financial Products Company  September 2015 - Present
Ehlers  December 2013 - April 2015
Blaylock Robert Van, LLC  November 2012 - November 2013
Rice Financial Products Company  April 2007 - February 2012
First Albany Capital   2004 - 2007
Siebert Brandford Shank & Co., LLC   1999 - 2004
Dain Rauscher  1997 - 1999
Reinsoso & Company   1996 - 1997
Chicago Housing Authority  February 1995 - September 1996
City of Chicago  1990 - 1995

Skills
Fixed Income, Investment Banking, Investments, Financial Modeling, Capital Markets, Valuation, Bonds, Public Finance, Due Diligence, Financial Analysis, Series 7, Series 63, Private Equity, Finance, Credit Analysis, Structured Finance, Venture Capital, Banking, Credit, Derivatives, Equities, Financial Risk, Financial Services, Financial Structuring, Risk Management, Securities, Trading

Education
Spelman College   1980 — 1984
B.A., Economics

Frank Marsala, CFA Frank Marsala, CFA Greater New York City Area Details
Frank Marsala, CFA's First Albany Capital Experience 2003 - 2007
Job Research VP at Gartner
Industry Information Technology and Services
Experience
Gartner  March 2007 - Present
First Albany Capital   2003 - 2007
Robertson Stephens  May 2001 - July 2002

Skills
Competitive Analysis, Business Strategy, Business Development, Equity Research, Portfolio Management, Enterprise Software, Financial Modeling, Mergers & Acquisitions, Strategy, Analytics, Market Analysis, Start-ups, Product Management, Valuation, SaaS, Strategic Partnerships

Education
Baruch College   1991 — 1993
Master of Business Administration (MBA), Finance, General

Pace University - Lubin School of Business   1979 — 1983
Bachelor of Business Administration (BBA), Economics

Jeremy Varney Jeremy Varney Chelmsford, Massachusetts Details
Jeremy Varney's First Albany Capital Experience 2001 - 2003
Job Senior Manager of Engineering & Application Development at Comcast
Industry Media Production
Experience
Comcast  2010 - Present
Comcast Cable  2007 - 2010
Comcast Cable  2003 - 2007
First Albany Capital   2001 - 2003
MediaOne  1997 - 2001

Skills
Linux System..., Applications..., Linux application..., Information Security, Computer Security, Team Management, Public Speaking, Customer Support, Project Planning, Software Project..., Red Hat Linux, Software Development, Hardware, Software Installation, Troubleshooting, Ethernet, Telecommunications, Wireless, TCP/IP, Network Engineering

Education
University of Massachusetts at Lowell

Mount Wachusett Community College

Joseph Patrick Igoe, Esq. Joseph Patrick Igoe, Esq. Albany, New York Area Details
Joseph Patrick Igoe, Esq.'s First Albany Capital Experience June 2003 - August 2004
Job Assistant Counsel at New York State Thruway Authority
Industry Law Practice
Experience
New York State Thruway Authority  May 2007 - Present
New York State Supreme Court  August 2007 - December 2007
First Albany Capital   June 2003 - August 2004

Skills
Transportation Law, Design-Build, Employment..., Project Labor Agreements, Employment Law, Government Contracting, Contract Negotiation, Procurement, Government Procurement, Trusts, Estate Planning, Labor Relations, Labor, Government, Transportation, Civil Litigation, Legal Issues, Construction Law, Legal Research, Litigation, Legal Writing

Education
Albany Law School of Union University   2006 — 2009
Juris Doctor

Boston College   2002 — 2006
B.S., Finance

John Papa John Papa Orlando, Florida Area Details
John Papa's First Albany Capital Experience March 2003 - February 2005
Job Technical Evangelist
Industry Computer Software
Experience
The Walt Disney Company  September 2011 - Present
JohnPapa.net, LLC   August 2000 - Present
Microsoft  October 2009 - September 2011
ASPSOFT   March 2005 - May 2009
First Albany Capital   March 2003 - February 2005
Bluesand Software   1998 - 2000
DBBasics   1996 - 1998
Onsphere Corporation  1996 - 1998

Skills
Silverlight, Training, Architectural Design, C#, .NET, ASP.NET, WPF, WCF, Microsoft SQL Server, ASP.NET MVC, Software Development, Visual Studio, LINQ, Data Access, Agile Methodologies, T-SQL, TFS, Architecture, Web Services, XML, JavaScript, jQuery, Scrum, HTML 5, XAML, Databases, Entity Framework, Microsoft Technologies, AJAX, Mobile Applications, Software Design, Agile Project Management, MVC, VB.NET, Visual Basic, IIS, Web Applications, ADO.NET, Design Patterns, Test Driven Development, SOA, OOP, REST

Education
Siena College   1992 — 1995
Bachelor of Science (BS), Computer Science

University of Tampa   1990 — 1992

Michael Conn Michael Conn Greater Boston Area Details
Michael Conn's First Albany Capital Experience March 2005 - April 2006
Job Business Development at Cutter Associates
Industry Financial Services
Experience
Cutter Associates  June 2013 - Present
Thomson Reuters  February 2009 - May 2013
State Street Global Markets  April 2008 - December 2008
Charles River Development  May 2006 - April 2008
First Albany Capital   March 2005 - April 2006
MFS Investment Management  May 1999 - January 2005

Skills
Business Development, Equities, Portfolio Management, Asset Managment, Business Analysis, Investments, Financial Modeling, Salesforce.com, Derivatives, Financial Analysis, Risk Management, Business Strategy, Asset Management, Electronic Trading, FX Options, Finance, Financial Services, Hedge Funds, Investment Banking, Market Data, Relationship Management, Securities, Valuation, Investment Management, Fixed Income, Trading

Education
University of New Hampshire   1994 — 1998
BA, Economics & Political Science

University of New Hampshire - Whittemore School of Business and Economics   1994 — 1998
Bachelor of Arts (B.A.), Economics

Ray Mack Ray Mack Buffalo/Niagara, New York Area Details
Ray Mack's First Albany Capital Experience October 2003 - May 2004
Job Area Sales Manager Western New York Aggregates & Asphalt at LafargeHolcim
Industry Building Materials
Experience
LafargeHolcim  January 2015 - Present
LafargeHolcim  December 2010 - January 2015
LafargeHolcim  March 2007 - November 2009
Sysco  March 2005 - November 2006
The Ayco Company, L.P.   May 2004 - January 2005
First Albany Capital   October 2003 - May 2004
BNY Mellon  July 2002 - October 2003
BNY Mellon  July 2000 - July 2002

Skills
Forecasting, Strategic Planning, Financial Analysis, New Business Development, Sales, Project Planning, Project Management, Budget, Negotiation, Team Building, Sales Operations, Analysis, Management, Marketing, Marketing Strategy, Risk Management, Strategy, Budgets

Education
Northeastern University - Graduate School of Business Administration   1998 — 2000
M.B.A., Finance & Markteting

Syracuse University   1993 — 1997
B.S., Business Management

Bob Lockwood Bob Lockwood Greater Boston Area Details
Bob Lockwood's First Albany Capital Experience October 2003 - October 2005
Job Managing Director, Technology Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial  May 2009 - Present
Lane Berry  October 2005 - May 2009
First Albany Capital   October 2003 - October 2005
Credit Suisse First Boston  November 2000 - December 2002
Donaldson, Lufkin & Jenrette   February 1991 - October 2000
Chemical Bank  1991 - 1992

Education
University of Pennsylvania   1987 — 1991

Peter Lacaillade Peter Lacaillade Greater Boston Area Details
Peter Lacaillade's First Albany Capital Experience 2004 - 2007
Job Director, Private Investments at SCS Financial
Industry Venture Capital & Private Equity
Experience
SCS Financial  January 2013 - Present
SCS Financial  April 2011 - December 2012
NGP Energy Technology Partners  June 2010 - August 2010
HarbourVest Partners (Secondary Group)   July 2007 - June 2009
First Albany Capital   2004 - 2007

Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Investments, Hedge Funds, Alternative Investments, Equities, Capital Markets, Venture Capital, Bloomberg, Investment Banking, Funding, Growth Capital, Portfolio Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2009 — 2011
MBA

Georgetown University   2000 — 2004
BA, English

Noble and Greenough School   1994 — 2000

Wayne Fitzpatrick Wayne Fitzpatrick Greater Boston Area Details
Wayne Fitzpatrick's First Albany Capital Experience 2005 - 2006
Job Principal and CFO at Bulger Partners
Industry Management Consulting
Experience
Bulger Partners  2007 - Present
First Albany Capital   2005 - 2006
Needham & Company  2002 - 2005
Banc of America Securities  1999 - 2001
NationsBanc Montgomery Securities  1996 - 1999
JP Morgan & Company  1993 - 1994
IBM  1990 - 1993

Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements

Education
Duke University - The Fuqua School of Business   1994 — 1996
MBA

Trinity College-Hartford   1984 — 1988
BA

Belmont Hill School   1980 — 1984

Cindy Herrmann Cindy Herrmann Albany, New York Area Details
Cindy Herrmann's First Albany Capital Experience 1994 - 1995
Job Online marketing consultant
Industry Marketing and Advertising
Experience
Capital Area Technology Association   September 2010 - Present
Mogul Marketing   1995 - Present
Capital Repertory Theatre  June 2005 - December 2011
First Albany Capital   1994 - 1995
Standard & Poor's   1992 - 1994
Merrill Lynch  1982 - 1992

Skills
Market Research, Training & Development, Writing, Web Development, Data Analysis, Dreamweaver, Photoshop, Video Production, Art Direction, Project Facilitation, Research, Product Marketing, Flash, Microsoft Office, Editing, Graphic Design, Web Design, CSS, HTML, Adobe Creative Suite, Marketing Strategy, Logo Design, Competitive Analysis, Qualitative Research, Public Speaking, Advertising, Social Media Marketing, Social Networking, Social Media, Email Marketing, Blogging, Brand Development, Online Marketing, Marketing Communications, Facebook, SEO, Copywriting, Digital Marketing, WordPress, Project Management, Entrepreneurship, Strategy, Public Relations, User Experience, Website Development, Leadership, Online Advertising, Management, Strategic Communications, Strategic Planning

Education
New York University - Leonard N. Stern School of Business
MBA, Quantitatative Analysis, IT

Pratt Institute
BS, Mathematics

Stacie Glick Stacie Glick New York, New York Details
Stacie Glick's First Albany Capital Experience June 2005 - August 2005
Job Manager, American Express
Industry Financial Services
Experience
American Express  February 2013 - Present
Ernst & Young  May 2010 - February 2013
Ernst & Young  August 2006 - May 2010
First Albany Capital   June 2005 - August 2005

Skills
Word, SnagIt, Visio, Presentation Development, Sales Presentations, Proposal Writing, Proposal Management, Market Research, Marketing Communications, Hyperion Enterprise, Microsoft Excel, Management Consulting, PowerPoint, Marketing, Microsoft Word, Leadership, Coaching, Strategy, User Acceptance Testing, Financial Modeling, Management

Education
Goizueta Business School, Emory University   2002 — 2006
Bachelor of Business Administration (BBA), Finance and Consulting/New Venture Management

University of New South Wales   2004 — 2004
Business/Commerce, General

Roslyn High School

Roslyn High School

Kathy Boyle Kathy Boyle Greater New York City Area Details
Kathy Boyle's First Albany Capital Experience 1992 - 1997
Job Business Strategy and Financial Planning
Industry Financial Services
Experience
Chapin Hill Advisors, Inc.   April 2000 - Present
First Union Securities  March 1997 - March 2000
First Albany Capital   1992 - 1997
Merrill Lynch  1985 - 1992

Skills
New Business Development, Financial Advisory, Investments, Venture Capital, Strategy, Asset Allocation, Finance, Asset Management, Small Business, Nonprofits, Strategic Financial..., Real Estate, Business Planning, Analysis, Bloomberg, Research, Management, Asset Managment, Retirement Planning, Financial Planning, Business Development, Succession Planning, Non-profits, Marketing Strategy, Estate Planning, Investment Banking, Marketing, Entrepreneurship, Capital Raising, Public Relations, Strategic Planning, Networking, Alternative Investments

Education
Michigan State University
Pre-veterinary medicine

University of Colorado Boulder
Business and Commercial Real Estate

Robert D. Kurtz Robert D. Kurtz Greater Los Angeles Area Details
Robert D. Kurtz's First Albany Capital Experience November 2005 - January 2006
Job Marketing Director/Photographer at LaunchMe.com & dotNetHed Photography
Industry Information Technology and Services
Experience
dotNetHed Photography   2005 - Present
LaunchMe.com   1999 - Present
Kauai Beach Inn - Poipu Bed and Breakfast   December 2010 - August 2014
Community Care Physicians, P.C.   August 2006 - April 2010
First Albany Capital   November 2005 - January 2006
Woodstock Inn on the Millstream   May 2003 - May 2005
Business Marketing Association  2003 - 2005
ToTel-Net Solutions   2003 - 2005
Oxclove Workshop  2003 - 2005
Guarded Networks, Inc.   2001 - 2003

Skills
Web Development, Microsoft SQL Server, SEO, Databases, Information Architecture, Software Development, Social Networking, Online Marketing, Public Speaking, Web Design, Marketing, Strategic Planning, Microsoft Office, E-commerce, Visual Basic, CSS, Website Development, Copywriting, Usability, XML, ASP.NET, Analysis, Web Applications, Management, HTML, Windows, Online Advertising, Database Design, WordPress, Customer Service, Entrepreneurship, Training, Consulting, Social Media Marketing, Sales, Email Marketing, Social Media, Marketing Strategy, Enterprise Software, VB.NET, User Interface, Public Relations, Marketing Communications, Team Building, Leadership, Strategy, Blogging, Integration, Systems Analysis, Digital Photography

Education
State University of New York at Albany   2004 — 2006

Microsoft Authorized Technical Education

Microsoft Authorized Technical Education

Florida Atlantic University
Bachelor of Science

Broward Community College
Associate of Arts

Williamsville North HS

Jason Mills Jason Mills San Francisco Bay Area Details
Jason Mills's First Albany Capital Experience April 2003 - February 2007
Job Managing Director at Canaccord Genuity
Industry Capital Markets
Experience
Canaccord Genuity Inc.  March 2007 - Present
First Albany Capital   April 2003 - February 2007
Broadpoint Capital (First Albany Capital)   2003 - 2007
Broadpoint Securities Group   2003 - 2007
Thomas Weisel Partners  March 2001 - March 2003
BMO Capital Markets  September 2000 - March 2001
Preferred Capital Markets  1999 - 2000

Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking

Education
Yale University   1991 — 1995
BA, Economics

Ohio University   1995 — 1996
MA, Sports Administration

Stephen DeNichilo, CFA Stephen DeNichilo, CFA New York, New York Details
Stephen DeNichilo, CFA's First Albany Capital Experience December 2004 - December 2005
Job Vice President, Portfolio Manager at Federated Investors
Industry Investment Management
Experience
Federated Investors  February 2012 - Present
ACK Asset Management   February 2010 - January 2012
Thomson Horstmann & Bryant  December 2005 - February 2010
First Albany Capital   December 2004 - December 2005
Lord, Abbett & Co. LLC   May 2001 - December 2004

Skills
Equity Research, Financial Modeling, Equity Valuation, Financial Analysis, Asset Management, Equities, Investments, Industry Analysis, Bloomberg, Asset Managment, Valuation, Hedge Funds, Mutual Funds, Fixed Income, Portfolio Management, Competitive Analysis, Asset Allocation, Alternative Investments, Capital Markets, Equity Trading, Series 7, Trading, Corporate Finance, Investment Management, Securities

Education
Fordham Gabelli School of Business   2001 — 2003
MBA, Finance

Villanova University   1994 — 1998
BA, Finance

Don Bosco Prep   1990 — 1994

Huy (Hugh) Mail Huy (Hugh) Mail Greater New York City Area Details
Huy (Hugh) Mail's First Albany Capital Experience September 2005 - February 2008
Job
Industry Research
Experience
Prudential Vietnam Fund Management   June 2008 - Present
First Albany Capital   September 2005 - February 2008
SAIGONCD.COM, LLC   2001 - 2003
Accenture  2001 - 2001
ORGANIC, INC.   October 1999 - October 2000
Wells Fargo Bank  1997 - 1999

Education
Columbia University - Columbia Business School   2003 — 2005
MBA

Stanford University   1993 — 1997
B.A.

Courtney Zalinski Courtney Zalinski Charleston, South Carolina Details
Courtney Zalinski's First Albany Capital Experience 2002 - 2006
Job
Industry Investment Management
Experience
Merrill Lynch  October 2006 - Present
First Albany Capital   2002 - 2006
SunTrust Bank  2001 - 2002

Skills
Alternative Investments, Equities, Investments, Series 63, Series 7, Trading, Wealth Management

Education
University of North Carolina at Chapel Hill   1997 — 2001
Bachelor of Science (BS)

Michael McTighe, CFA, CMA Michael McTighe, CFA, CMA Greater Denver Area Details
Michael McTighe, CFA, CMA's First Albany Capital Experience May 2003 - February 2005
Job Financial Analyst and Consultant
Industry Financial Services
Experience
Contractor, Zest Finance Inc   January 2015 - Present
Olympia Capital Markets Group  September 2010 - April 2011
Nollenberger Capital   July 2006 - December 2007
Brean Murray, Carret & Co.   March 2005 - December 2005
First Albany Capital   May 2003 - February 2005
CIBC World Markets (formerly Oppenheimer & Co,)   1998 - 2003
Oppenheimer & Co.   September 1995 - December 1997

Skills
Equity Research, Equities, Series 7, Hedge Funds, Capital Markets, Equity Valuation, Series 63, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Investments, Trading, Equity Trading, Bloomberg, Corporate Finance, Securities, Due Diligence, Financial Analysis, Asset Allocation, Investment Strategies, Chartered Financial..., Finance, Alternative Investments

Education
Boston College   1991 — 1995
Bachelor of Science (BS), Finance, General

Christian Brothers Academy

Adam Ardis Adam Ardis Greater Atlanta Area Details
Adam Ardis's First Albany Capital Experience January 2004 - December 2004
Job Technical Director and Unix Operations Team Leader at Logic Technology
Industry Information Technology and Services
Experience
LTI (Logic Technology Inc.)   May 2012 - Present
LTI (Logic Technology Inc.)   December 2004 - Present
First Albany Capital   January 2004 - December 2004
Trans World Entertainment  December 2002 - January 2004
Qwest Communications  January 2001 - October 2001
WinWin Technologies  September 2000 - December 2000
PSINet  July 1998 - September 2000

Skills
Solaris, Unix Shell Scripting, Red Hat Linux, Unix, Data Center, Veritas Cluster Server, Servers, System Administration, VMware, Linux, Operating Systems, ZFS, HP-UX, Virtualization, AIX, Python, Sun, Troubleshooting, Hardware, Disaster Recovery, IT Management, DNS, NetApp, Storage, Storage Area Networks, SAN, Apache

Education
State University of New York at Albany   1991 — 1995
Bachelor of Arts (B.A.), Computer Science

Deb Atwood Deb Atwood Albany, New York Area Details
Deb Atwood's First Albany Capital Experience August 1994 - October 2007
Job Systems Administrator at RPI
Industry Financial Services
Experience
Rensselaer Polytechnic Institute  September 2008 - Present
Broadpoint Capital  October 2007 - September 2008
First Albany Capital   August 1994 - October 2007
GE Energy  November 1992 - August 1994
Union College  August 1990 - August 1991

Education
Rensselaer Polytechnic Institute   1990 — 1992
Masters, Computer Science

Union College   1986 — 1990

natick high school

Steve Jenkins Steve Jenkins Dallas/Fort Worth Area Details
Steve Jenkins's First Albany Capital Experience January 1999 - December 2005
Job Precision Document Solutions, Inc.
Industry Information Technology and Services
Experience
Precision Document Solutions, Inc.   January 2006 - Present
First Albany Capital   January 1999 - December 2005
Dain Rauscher  1994 - 1998
Bankone  1989 - 1994

Skills
New Business Development, Process Improvement, Financial Analysis, Account Management, Accounting, Analysis, Budgets, Business Analysis, Business Development, Business Strategy, Cloud Computing, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Customer Service, Direct Sales, Forecasting, Integration, Inventory Management, Leadership, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, Outlook, Product Management, Professional Services, Program Management, Project Management, SaaS, Sales, Sales Management, Sales Process, Salesforce.com, Solution Selling, Strategic Planning, Strategy, Supply Chain Management, Team Building, Team Leadership, Vendor Management

Education
Oklahoma State University   1985 — 1989

Greg Gajowski Greg Gajowski Charlotte, North Carolina Details
Greg Gajowski's First Albany Capital Experience 2000 - 2007
Job Vice President, Fixed Income Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray  July 2011 - Present
Cantor Fitzgerald  September 2010 - June 2011
Jefferies & Company  March 2009 - December 2010
Depfa First Albany Securities, LLC   July 2000 - March 2009
First Albany Capital   2000 - 2007

Skills
Sales, Market Data, Bonds, Capital Markets, Fixed Income, Bloomberg Terminal, Series 7, Series 63, Bloomberg, Securities

Education
Ithaca College   1996 — 2000
Bachelor of Science (BS), International Business/Finance

Paula Kalandiak Paula Kalandiak Greater Los Angeles Area Details
Paula Kalandiak's First Albany Capital Experience PrincipalBroadpoint Capital
Job Principal at Broadpoint Capital
Industry Capital Markets
Experience
First Albany Capital   PrincipalBroadpoint Capital
Broadpoint Capital Inc.   2006 - Present

Education
Brown University   1986 — 1990

Lloyd Faulkner Lloyd Faulkner Charlotte, North Carolina Area Details
Lloyd Faulkner's First Albany Capital Experience July 2003 - December 2004
Job Managing Consultant at Cardinal Solutions
Industry Information Technology and Services
Experience
Cardinal Solutions  December 2009 - Present
Avanade  January 2005 - December 2009
Horizon Wind Energy  January 2008 - October 2008
Endurance  December 2005 - December 2007
First Albany Capital   July 2003 - December 2004
Web Basix, Inc   November 2002 - July 2003
MJM Investigations  December 2000 - November 2002

Education
Wake Technical Community College   1999 — 2000
Computer Programming

The University of North Dakota   1995 — 1997
Aviation Science

Havelock High   1991 — 1995

Juliana Attwood Juliana Attwood Greater New York City Area Details
Juliana Attwood's First Albany Capital Experience 1994 - 2005
Job Institutional Corporate Sales
Industry Financial Services
Experience
Mesirow Financial  July 2012 - June 2014
Oppenheimer & Co.   October 2010 - June 2012
JVB Financial Group, LLC  2009 - September 2010
Hapoalim Securities  2008 - 2009
Sanders Morris Harris  January 2006 - October 2007
Advest, Inc.   July 2005 - December 2005
First Albany Capital   1994 - 2005
Chemical Securities, Inc.   1981 - 1994

Skills
Credit, Fixed Income, Hedge Funds, Investments, Bloomberg, MBS, Asset Allocation, Trading, ABS, Valuation, Financial Analysis, Series 7, Series 63, Equities, Asset Management, Financial Markets, Structured Finance, High Yield, Finance, Structured Products, Derivatives, Economics, CMBS, Institutional..., Emerging Markets, Equity Research, Investment Strategies, Options, Mutual Funds, CDO, Wealth Management, FINRA, Due Diligence, Corporate Finance, Electronic Trading, Trading Systems, Venture Capital, Credit Analysis, Investor Relations, Equity Derivatives, ETFs, Business Development, Bloomberg Terminal, Private Placements, Financial Risk, Risk Management, Leveraged Finance, Credit Risk, Relationship Management, Loans

Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General

Trinity College-Hartford
Bachelor of Science (BS), Biology, General

Youssef Squali H. Youssef Squali H. Greater New York City Area Details
Youssef Squali H.'s First Albany Capital Experience 2001 - 2004
Job Managing Director; Global Head of Internet and Media Equity Research
Industry Investment Banking
Experience
Cantor Fitzgerald  2012 - Present
Jefferies & Company  2004 - 2012
First Albany Capital   2001 - 2004
ING Barings  1999 - 2002
Laidlaw Asset Management   1992 - 1998

Skills
Equity Research, Equities, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Investments, Portfolio Management, Corporate Finance, Asset Managment, Series 7, Private Equity, Mutual Funds

Education
University of Hartford   1990 — 1992
MBA, Finance

American Business School (Paris, France)   1988 — 1990
BBA, Economics

Lycee Claude Monet (Paris, France)   1987 — 1987
Prepa HEC

Lycee Moulay Youssef (Rabat, Morocco)
Baccalaureate, Mathematics

Greg Mulbury Greg Mulbury Pittsford, New York Details
Greg Mulbury's First Albany Capital Experience 1998 - 2000
Job Director of Portfolio Analytics at Halleran Financial Group
Industry Financial Services
Experience
Halleran Financial Group   April 2015 - Present
Para Advisors   March 2014 - December 2014
Topeka Capital Markets, Inc  June 2011 - March 2014
MKM Partners  March 2010 - June 2011
Pali Capital  July 2008 - March 2010
Jefferies & Company  2004 - 2007
First Albany Capital   1998 - 2000

Skills
Series 7, Series 63, Trading, Hedge Funds, Bloomberg, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Asset Management

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2002 — 2004
Masters of Business, Finance & Corporate Accounting

Miami University   1993 — 1997
BA, Finance

McQuaid Jesuit High School   1989 — 1993

John Tighe John Tighe Greater Boston Area Details
John Tighe's First Albany Capital Experience February 2002 - April 2004
Job President and Owner
Industry Consumer Services
Experience
John's Landscape Service, Inc.   January 1987 - Present
Canaccord Adams Inc (Formerly Adams Harkness)   2004 - 2007
First Albany Capital   February 2002 - April 2004
JP Morgan Chase  February 2000 - April 2002
Banc of America Investments  January 1999 - March 2000
GFI Securities   October 1997 - January 1999
Northeastern University  1992 - 1997

Education
Northeastern University   1992 — 1997

Rhett Bruno, CFA Rhett Bruno, CFA Greater New York City Area Details
Rhett Bruno, CFA's First Albany Capital Experience October 2005 - February 2007
Job Analyst at Encompass Capital
Industry Investment Management
Experience
Encompass Capital   September 2013 - Present
Nexus Asset Management LLC   January 2013 - September 2013
Zimmer Lucas Partners  July 2011 - January 2013
Merrill Lynch  February 2007 - July 2011
First Albany Capital   October 2005 - February 2007
Stifel Nicolaus  May 2004 - September 2005

Education
Colorado State University   1999 — 2004

Rich Oakford Rich Oakford Greater Chicago Area Details
Rich Oakford's First Albany Capital Experience February 2004 - March 2006
Job Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Surgical Care Affiliates  October 2013 - Present
Hammond Hanlon Camp LLC  November 2011 - August 2013
Capital IQ  September 2007 - November 2011
JKH Enterprises   April 2007 - October 2007
First Albany Capital   February 2004 - March 2006
Wells Capital Management  September 2000 - February 2004

Skills
New Business Development

Education
The University of Chicago Booth School of Business   2007 — 2010
MBA, Finance

Colgate University   1996 — 2000
BA

Gerald Clark Gerald Clark New York, New York Details
Gerald Clark's First Albany Capital Experience 2004 - 2006
Job BlackRock Enhanced Credit Strategies
Industry Financial Services
Experience
BlackRock  October 2011 - Present
Wind Point Partners  July 2007 - August 2010
HSBC Securities (USA) Inc.   2006 - 2007
First Albany Capital   2004 - 2006

Skills
Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Investment Banking, Private Equity, Equity Analysis, Portfolio Management, Analysis, Alternative Investments, Bloomberg, Equity Research

Education
Columbia University - Columbia Business School   2009 — 2011
MBA, Finance

Tulane University - A.B. Freeman School of Business   2002 — 2004
BS, Finance, Legal Studies in Business

Tulane University   2000 — 2004
Bachelor of Science (BS), Finance and Legal Studies in Business

Raymond Deacon Raymond Deacon Cos Cob, Connecticut Details
Raymond Deacon's First Albany Capital Experience 2004 - 2005
Job Investor Relations at Warren E&P
Industry Investment Banking
Experience
Warren E&P  June 2015 - Present
Energy Argus LLC   December 2014 - Present
Canaccord Genuity Group Inc.  April 2014 - November 2014
Brean Murray, Carret & Co.   July 2011 - April 2014
Pritchard Capital Partners  August 2008 - July 2011
BMO Capital Markets  June 2004 - June 2008
First Albany Capital   2004 - 2005
Forest Oil Corporation  November 2002 - March 2003
Dain Raushcer   1997 - 2002
Capital One Southcoast  January 1997 - August 1999

Skills
Equities, Investment Banking, Energy, Hedge Funds, Commodities, Proactive marketing, Employer Branding, Stock Picking, Commodity, Financial Modeling

Education
New York University - Leonard N. Stern School of Business   1994 — 1997
MBA, Finance

Columbia University in the City of New York   1990 — 1991
Masters of Arts, Classics

Colgate University   1986 — 1990
BA, Classics & German

Classical High School

Classical High School

Bill Grigsby Bill Grigsby Naples, Florida Area Details
Bill Grigsby's First Albany Capital Experience February 1992 - May 2006
Job Director of Corporate Research at Wasmer, Schroeder & Co.
Industry Investment Management
Experience
Wasmer, Schroeder & Co.   2008 - Present
IT Capital LLC   August 2011 - Present
Cantor Fitzgerald  August 2006 - August 2007
First Albany Capital   February 1992 - May 2006

Skills
Investment Strategies, Asset Allocation, Capital Markets, Investments, Investment Management, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Bloomberg, Asset Management, Accounting, Due Diligence, Valuation, Financial Analysis, Bonds

Education
Truman State University   1982 — 1984

Gordon Fox Gordon Fox Greater New York City Area Details
Gordon Fox's First Albany Capital Experience August 2003 - February 2007
Job Vice President at Broadridge Fincincial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  September 2013 - Present
Thomson Reuters  February 2007 - August 2013
Thomson Transaction Services   February 2007 - December 2011
First Albany Capital   August 2003 - February 2007
Broadridge/Ridge Clearing & Outsourcing, Inc. (Formerly ADP)   1993 - 2003
BroadRidge Financial Solutions (formerly ADP Brokerage)   1993 - 2003
ADP Brokerage Services Group  1993 - 2003
First Albany Capital   September 1983 - September 1993

Skills
Equities, Securities, Fixed Income, Accounting, Series 7, Capital Markets, Offshoring

Education
Skidmore College   2004 — 2008
BS, Business Management

Kingsborough Community College   1977 — 1980
AAS, Business Management

Sara Phillips MacAdam Sara Phillips MacAdam Greater Chicago Area Details
Sara Phillips MacAdam's First Albany Capital Experience December 2002 - November 2004
Job Vice President, Account Management
Industry Financial Services
Experience
Pershing LLC  July 2008 - Present
CNA Financial Corp  December 2004 - June 2008
First Albany Capital   December 2002 - November 2004
Conning Asset Management  August 1999 - December 2002
Noddings & Associates   January 1990 - August 1999
Unified Management Corporation  January 1985 - December 1989

Skills
Series 63, Series 24, Series 7, Securities, Hedge Funds, Investments, Options, Portfolio Management, Asset Management, Bonds, FINRA, Investment Strategies, Swaps, Settlement, Management, Financial Services, Mutual Funds, Fixed Income, Equities, Trading, Stocks, Wealth Management, Derivatives

Education
Purdue University - Krannert School of Management   1979 — 1983
B.S. General Management, Finance

Christopher Simeone Christopher Simeone Greater New York City Area Details
Christopher Simeone's First Albany Capital Experience June 2005 - July 2007
Job Vice President at Mitsubishi UFJ Financial Group
Industry Financial Services
Experience
Mitsubishi UFJ Financial Group   July 2007 - Present
First Albany Capital   June 2005 - July 2007

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg, Financial Analysis, Financial Modeling, Project Finance, Finance, Due Diligence, Investment Banking, Financial Structuring, Economics

Education
Massachusetts Institute of Technology   2001 — 2005
Bachelor of Science Degree, Management Science, Finance, Economics

Gus Richard Gus Richard San Francisco Bay Area Details
Gus Richard's First Albany Capital Experience 2002 - 2007
Job Analyst at Northland Capital Markets
Industry Financial Services
Experience
Northland Capital Markets  August 2014 - Present
Auguste Research   February 2014 - August 2014
Piper Jaffray  November 2007 - January 2014
First Albany Capital   2002 - 2007
EGM Capital   1999 - 2001
Hambrecht & Quist  1996 - 1999
Ultratech  1985 - 1990

Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Investments, Corporate Development, Portfolio Management, Investor Relations, Corporate Finance, Semiconductor Industry, Semiconductor Process, MEMS, Internet of Things

Education
Purdue University   1982 — 1984
M.S., Physics

Rochester Institute of Technology   1977 — 1982
B.S, Physics

Nicole Holson Nicole Holson Miami/Fort Lauderdale Area Details
Nicole Holson's First Albany Capital Experience May 2005 - November 2006
Job Accountant at Structured Asset Funding
Industry Accounting
Experience
Structured Asset Funding  November 2008 - Present
Cart Parts Inc.   November 2006 - November 2008
First Albany Capital   May 2005 - November 2006

Skills
Due Diligence, Financial Analysis, Financial Modeling, Finance, Valuation, Corporate Finance, Financial Accounting, Financial Statements, Strategic Financial..., Financial Reporting, Accounting, Private Equity, General Ledger, Investments, Banking, Process Improvement

Education
Southern Methodist University   2001 — 2005
Bachelor of Business Administration, Finance, Psychology

Southern Methodist University - Cox School of Business   2001 — 2005
Bachelor of Business Administration (BBA), Finance, General

Jessi Stanley Jessi Stanley Albany, New York Area Details
Jessi Stanley's First Albany Capital Experience 2002 - 2008
Job Research Foundation of SUNY
Industry Higher Education
Experience
Alden March Bioethics Institute   Executive AssociateFirst Albany Capital2002 - 2008
First Albany Capital   2002 - 2008

Education
State University of New York College at Oneonta   2000 — 2002

Keith Keingarsky Keith Keingarsky Greater New York City Area Details
Keith Keingarsky's First Albany Capital Experience March 1993 - September 2007
Job Senior Vice President at Samuel A. Ramirez & Co., Inc.
Industry Financial Services
Experience
Samuel A. Ramirez & Co., Inc.   April 2012 - Present
Jefferies & Company  March 2009 - March 2012
Depfa First Albany Securities LLC   September 2007 - March 2009
First Albany Capital   March 1993 - September 2007

Skills
Electronic Trading, Fixed Income, Series 7, Bonds, Trading Systems, Capital Markets, Series 63, Trading, Bloomberg, Securities, FINRA, Financial Markets, Hedge Funds

Education
State University of New York at Albany   1986 — 1990
Bachelor of Science (BS), Economics

Brian Gallo Brian Gallo Greater New York City Area Details
Brian Gallo's First Albany Capital Experience January 2006 - February 2007
Job Research Consultant
Industry Financial Services
Experience
Research Consultant  June 2010 - Present
Gerson Lehrman Group  March 2008 - June 2010
Lazard Capital Markets  February 2007 - February 2008
First Albany Capital   January 2006 - February 2007
Parsons Brinckerhoff Quade & Douglas  May 2004 - January 2006
Parsons Brinckerhoff  2004 - 2006

Skills
Strategic Planning, Mergers & Acquisitions, Due Diligence, Solar Energy, Energy, Financial Modeling, Investment Banking, Investments, Management Consulting, Forecasting, Wind, Equities, Venture Capital, Competitive Analysis, Market Research, Alternative Energy, Power Generation, Business Development, Renewable Energy, Analysis, Business Strategy, Strategy, Corporate Finance, Financial Analysis, Engineering, Private Equity, Equity Research, Valuation, Project Management, Start-ups, International Business, Business Planning, Restructuring, Asset Management, Emerging Markets, Market Analysis, Project Finance, Entrepreneurship, Corporate Development, Executive Management, Economics, Portfolio Management, Finance, Cleantech, Strategic Consulting, Sustainable Energy, Trading, Hedge Funds, Energy Policy, Capital Markets

Education
Rider University   2000 — 2004
BS, Economics, Management & Leadership

Robert Kanzer Robert Kanzer New York, New York Details
Robert Kanzer's First Albany Capital Experience August 2003 - November 2004
Job Director at Prager & Co., LLC
Industry Investment Banking
Experience
Prager & Co., LLC   May 2013 - Present
Prager & Co., LLC   April 2012 - April 2013
Citi  January 2011 - December 2011
Citi  January 2007 - January 2011
Citi  November 2004 - January 2007
First Albany Capital   August 2003 - November 2004
Bear Stearns  July 2001 - August 2003

Skills
ALM, Enterprise Risk..., Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Bonds, Derivatives, Bloomberg, Financial Analysis, Credit Analysis, Portfolio Management, Higher Education, Municipal Bonds, Financial Structuring, Financial Markets, Finance, Securities, Structured Finance, Hedge Funds, Financial Risk, Equities, Interest Rate...

Education
Boston University - School of Management   1997 — 2001
Bachelor of Science in Business Administration, Finance

Baldwin Senior High School   1993 — 1997

Kate Macey Kate Macey Albany, New York Area Details
Kate Macey's First Albany Capital Experience 2005 - 2008
Job Sr. AP Specialist at Broadpoint Capital, Inc.
Industry Investment Banking
Experience
GE Energy  April 2008 - Present
Broadpoint Securities Group, Inc.   September 2005 - March 2008
First Albany Capital   2005 - 2008

Education
Siena College   2003 — 2005

Roger Kendrick Roger Kendrick Greater Boston Area Details
Roger Kendrick's First Albany Capital Experience 1996 - 1998
Job Fire Lieutenant/EMT @ Boston Fire Department
Industry Public Safety
Experience
Boston Fire Department  November 2000 - Present
Park Street Capital  2000 - 2003
StoneGate Partners, LLC   April 1998 - August 2000
First Albany Capital   1996 - 1998

Education
Babson College   1990 — 1994
BS, Business Management

Landmark School   1988 — 1990

Graham Mattison Graham Mattison Greater Boston Area Details
Graham Mattison's First Albany Capital Experience 2004 - 2007
Job Investor Relations & Strategic Initiatives at Advanced Emissions Solutions (ADES)
Industry Investment Management
Experience
Advanced Emissions Solutions (ADES)   December 2012 - Present
Lazard Capital Markets  February 2007 - December 2012
First Albany Capital   2004 - 2007
Daiwa Securities Bangkok Thailand   1997 - 1998

Skills
Equity Research, Equities, Financial Modeling, Valuation, Hedge Funds, Investments, Equity Valuation, Bloomberg, Series 7, Financial Analysis, Portfolio Management, Series 63

Education
Salisbury School

Thunderbird School of Global Management
MBA

Dean Scarano Dean Scarano Greater New York City Area Details
Dean Scarano's First Albany Capital Experience March 1997 - June 2005
Job Senior Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2014 - Present
Cain Brothers  September 2010 - April 2014
Ambac  June 2005 - September 2010
First Albany Capital   March 1997 - June 2005
Alex. Brown  May 1995 - March 1997
Donaldson, Lufkin & Jenrette   February 1992 - March 1995

Skills
Investment Banking, Credit Analysis, Financial Modeling, Fixed Income, Capital Markets, Bonds, Portfolio Management, Derivatives, Valuation, Bloomberg, Hospital M&A, Bankruptcy & Workouts, Structured Finance

Education
University at Albany, SUNY   1987 — 1989
MBA, Finance

Binghamton University   1983 — 1987
BA, Economics

Vinnie Croutier Vinnie Croutier Greater New York City Area Details
Vinnie Croutier's First Albany Capital Experience 1999 - 2007
Job salestrader at b riley co
Industry Financial Services
Experience
b riley co   salestraderFirst Albany1999 - 2008
First Albany Capital   1999 - 2007
Furman Selz  1991 - 1999

Education
State University of New York College at Oneonta   1976 — 1980

Donald Laing Donald Laing Greater New York City Area Details
Donald Laing's First Albany Capital Experience 1987 - 1989
Job Principal, Equity Client Analytics at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities  2005 - Present
Computer Horizons  2004 - 2005
Credit Suisse First Boston  1994 - 2003
Credit Suisse  1994 - 2003
Furman Selz Inc   1991 - 1994
First Albany Capital   1987 - 1989
EF Hutton  1980 - 1987

Education
Columbia University - Columbia Business School   1989 — 1991
MA, Management, Operations, International Business

Yale University   1976 — 1980
BA, Economics, Russian and East European Studies

Peter Cahill Peter Cahill Greater New York City Area Details
Peter Cahill's First Albany Capital Experience January 2005 - February 2006
Job AVP Corporate Development at Cognizant Technology Solutions
Industry Financial Services
Experience
Cognizant Technology Solutions  June 2011 - Present
Benning Associates LLC   November 2009 - June 2011
Edward Jones  May 2009 - November 2009
CB&C  March 2006 - May 2009
First Albany Capital   January 2005 - February 2006
Adams Harkness  May 1996 - November 2005
US Navy  August 1990 - May 1994

Skills
Strategic Planning, Corporate Development, Investment Banking, Mergers, Strategy Development

Education
Boston University - School of Management   1994 — 1996
MBA, Finance, General

University of Colorado Boulder   1986 — 1990
BA, International Affairs

Christine Formoso Christine Formoso Marietta, Georgia Details
Christine Formoso's First Albany Capital Experience May 1993 - May 1994
Job Sales Specialist at eVestment
Industry Financial Services
Experience
eVestment  August 2014 - Present
PENN Capital Management  May 2008 - August 2014
Graybeard Capital   October 2005 - April 2008
Shenkman Capital Management  2000 - 2005
Credit Suisse First Boston  May 1994 - September 2000
First Albany Capital   May 1993 - May 1994

Skills
Investments, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Asset Management, PowerPoint, Equity Research, Capital Markets, Fixed Income, Bloomberg, Asset Allocation, Hedge Funds, Microsoft Excel, Mutual Funds, Financial Modeling, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Word, Equities

Education
Adelphi University   1989 — 1993
BBA, Business

Sanford H. Calhoun High School   1986 — 1989
Regents Diploma

Jeffrey Barlow Jeffrey Barlow Greater Boston Area Details
Jeffrey Barlow's First Albany Capital Experience January 2000 - February 2007
Job Head of Investment Banking at Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity Inc.  2007 - Present
First Albany Capital   January 2000 - February 2007
Advest  1992 - 2000

Skills
Investment Banking, Capital Markets, Valuation, Mergers & Acquisitions, Private Placements, Equities, Corporate Finance, Investments, IPO, Financial Modeling, Due Diligence, Investor Relations, Equity Research, Financial Analysis, M&A experience

Education
New York University - Leonard N. Stern School of Business   1989 — 1991
MBA, International Business

University of New Hampshire -- Peter T. Paul College of Business and Economics   1983 — 1987
BA, Economics

Phil Gaucher Phil Gaucher Richmond, Virginia Area Details
Phil Gaucher's First Albany Capital Experience December 1996 - March 1999
Job BI Developer/Architect at Ironworks Consulting
Industry Information Technology and Services
Experience
Ironworks Consulting  April 2011 - Present
Health Management Corporation  April 2009 - April 2011
Microsoft  March 2009 - April 2009
Kennedy Investment Advisors   November 2008 - March 2009
Microsoft  December 2007 - November 2008
The Martin Agency  February 2007 - September 2007
Health Management Corporation  July 2005 - February 2007
Wachovia Securities  September 2000 - July 2005
SunTrust Bank  March 1999 - September 2000
First Albany Capital   December 1996 - March 1999

Skills
SSIS, Microsoft SQL Server, Databases, Business Intelligence, SQL

Education
University of Richmond   2001 — 2004
Information Systems

Siena College   1992 — 1996
BS, Finance

Damian Rinaldi Damian Rinaldi Greater New York City Area Details
Damian Rinaldi's First Albany Capital Experience 1996 - 2004
Job Social Studies Teacher at Darien High School
Industry Primary/Secondary Education
Experience
Darien High School  Social Studies TeacherDarien High SchoolAugust 2007 - Present
Wilton High School  December 2006 - March 2015
First Albany Corporation  1996 - 2004
First Albany Capital   1996 - 2004
Sentry Publishing Company   1986 - 1996
IDC  1981 - 1986
Gum Gum Limited   1977 - 1981
Cook Educational System   1976 - 1977

Skills
Public Speaking, Teaching, Competitive Analysis, Data Analysis, Research, PowerPoint, Market Research, Strategic Planning, Analysis, Analytics, Market Analysis, Microsoft Excel, Fundraising, Management, Microsoft Office, Business Development, Business Strategy, Customer Service, Budgets, Strategic Partnerships, Start-ups, Marketing Strategy, Entrepreneurship, Strategy, Marketing, Team Building

Education
University of Bridgeport   2005 — 2006
6th Year, Education

Babson College - Franklin W. Olin Graduate School of Business   1988 — 1995
MBA, Business Administration

Williams College   1972 — 1976
BA, History of Ideas

Shawn Sinel Shawn Sinel Albany, New York Area Details
Shawn Sinel's First Albany Capital Experience May 2004 - August 2007
Job Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  April 2009 - Present
DEPFA First Albany Securities LLC   September 2007 - March 2009
First Albany Capital   May 2004 - August 2007

Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Due Diligence, Fixed Income

Education
University of Rochester   1999 — 2003
Bachelor of Arts (B.A.), Economics

Tom Sheedy Tom Sheedy Washington D.C. Metro Area Details
Tom Sheedy's First Albany Capital Experience June 2001 - July 2007
Job Managing Director at Compass Point Research
Industry Financial Services
Experience
Compass Point Research   July 2011 - Present
Pritchard Capital Partners  March 2008 - July 2011
First Albany Capital   June 2001 - July 2007
Robertson Stephens  1994 - 2001

Skills
Investment Banking, Equities, Valuation, Corporate Finance, Portfolio Management, Capital Markets, Trading, Asset Managment, Investments, Due Diligence, Mergers, Investor Relations, Risk Management, Financial Modeling, Equity Research, New Business Development, Commodity, Hedge Funds, Derivatives, Private Equity

Education
Southern Methodist University - Cox School of Business   1986 — 1987
MBA, Business

Vanderbilt University   1980 — 1984
BS, Electrical Engineering

Frank Paul Frank Paul Greater Chicago Area Details
Frank Paul's First Albany Capital Experience 1998 - 2004
Job Managing Director at Academy Securities
Industry Investment Banking
Experience
Academy Securities  August 2012 - Present
Illinois Local Government Advisory Board   January 2011 - Present
Regional Transportation Authority  1987 - Present
City Club of Chicago  1985 - 2014
Blaylock Robert Van, LLC  April 2011 - August 2012
Jesup & Lamont  February 2010 - August 2010
Public Finance   June 2009 - January 2010
KeyBanc Capital Markets  July 2006 - July 2008
Oppenheimer & Co.   July 2005 - August 2006
First Albany Capital   1998 - 2004

Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling

Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing

Wabash College
AB, Political Science

madison high school

Nina Qualls Nina Qualls San Francisco Bay Area Details
Nina Qualls's First Albany Capital Experience 2005 - 2006
Job Operational Risk Manager for Financial Services
Industry Banking
Experience
Bank of the West  September 2014 - Present
Discover Financial Services  May 2013 - May 2014
Discover Financial Services  August 2011 - May 2013
Federal Home Loan Bank  November 2008 - August 2011
US Treasury - Office of Thrift Supervision   April 2006 - October 2008
First Albany Capital   2005 - 2006
Federal Reserve Bank of New York  August 2004 - March 2005
Wells Fargo Bank  2003 - 2003

Skills
Credit Risk, Financial Risk, Credit, Banking, Portfolio Management, Credit Analysis, Finance, Internal Controls, Management, Risk Management, Financial Modeling, Financial Analysis, Capital Markets, Analysis

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2002 — 2004
MBA, Finance

Albany High School   1991 — 1993
High School Diploma

Matthew Jeffers Matthew Jeffers Albany, New York Area Details
Matthew Jeffers's First Albany Capital Experience August 2001 - May 2007
Job Information Assurance Analyst at CDPHP
Industry Information Technology and Services
Experience
CDPHP  December 2014 - Present
MetLife  November 2012 - August 2014
MetLife  May 2007 - November 2012
First Albany Capital   August 2001 - May 2007
First Albany Capital   August 2001 - December 2004

Skills
Vendor Management, Business Analysis, Risk Management, Project Management, Process Improvement, IT Strategy, Microsoft Office, Data Analysis, Strategic Planning, Microsoft Excel, Financial Analysis, Windows, Sarbanes-Oxley Act, Management

Education
Rensselaer Polytechnic Institute

The College of Saint Rose
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

John Wissing John Wissing Greater New York City Area Details
John Wissing's First Albany Capital Experience January 2000 - February 2007
Job Consultant at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co.   September 2011 - Present
C&A Consulting LLC  October 2009 - Present
York Capital Management  October 2009 - July 2011
Dodge Printing LLC   March 2008 - 2009
CL King & Associates  March 2007 - February 2008
First Albany Capital   January 2000 - February 2007
First Albany Capital   January 1995 - January 2000
First Albany Capital   September 1986 - January 1995

Skills
Hedge Funds, Leadership, Change Management, Equities, Management, Strategic Planning, Financial Services, Series 7, Wealth Management, Operations Management, Investments, Securities, Strategy, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Consulting, Investment Banking, Valuation, Private Equity, Financial Modeling

Education
State University of New York College at Cortland   1982 — 1986

Howard Sudnow Howard Sudnow Greater New York City Area Details
Howard Sudnow's First Albany Capital Experience November 2003 - May 2006
Job Senior Vice President
Industry Financial Services
Experience
Sterne Agee CRT  April 2015 - Present
Sterne Agee  January 2013 - April 2015
ThinkEquity LLC  January 2010 - October 2012
Sophis  November 2008 - December 2009
MSCI BARRA  May 2006 - November 2008
FIRST ALBANY CAPITAL   November 2003 - May 2006

Skills
Hedge Funds, Industry Analysis, Asset Management, Portfolio Management, Risk Management

Education
University of Pennsylvania - The Wharton School   1992 — 1994
MBA, Finance

Franklin & Marshall College   1985 — 1989
BA, Economics

Kevin Crouth Kevin Crouth Ballston Spa, New York Details
Kevin Crouth's First Albany Capital Experience September 2003 - April 2007
Job SelfEmployed Painting Contractor
Industry Construction
Experience
Kevin Crouth, Paint Contractor   September 2008 - Present
JPMorgan Chase Bank, NA  April 2007 - October 2008
First Albany Capital   September 2003 - April 2007
First Albany Capital   September 2002 - September 2003
First Albany Capital   November 1997 - September 2002
Core Staffing  October 1996 - October 1997

Education
Iona College   1988 — 1992
B.A., English Literature, 3.33 GPA

Mark Mottolese Mark Mottolese Naples, Florida Area Details
Mark Mottolese's First Albany Capital Experience 1994 - 2006
Job Senior Vice President at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  September 2006 - Present
First Albany Corporation  1995 - 2006
First Albany Capital   1994 - 2006

Skills
Series 7, Fixed Income, Capital Markets, High Yield, Bonds, Hedge Funds, Series 63, Bloomberg, Alternative Investments, Equities, Securities, Electronic Trading, Derivatives, Trading, MBS, Portfolio Management, Investments

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1986 — 1989
MBA, Finance

Siena College   1982 — 1986
BBA, Accounting

st catherine of siena

Angelo Fiacco Angelo Fiacco Palm Beach Gardens, Florida Details
Angelo Fiacco's First Albany Capital Experience January 1989 - August 2002
Job Managing Director R.W Baird: Fixed Income Insitutional Sales
Industry Financial Services
Experience
rw baird  August 2006 - Present
First Albany Capital   January 1989 - August 2002
Bear Stearns  1984 - 1989

Skills
Business Strategy, Risk Management, Strategic Planning, Change Management, Equities, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Project Management, Asset Management, Business Analysis, Corporate Finance, Banking, New Business Development, Valuation

Education
Florida State University   1978 — 1983
Bachelor of Arts (B.A.), Communication and Media Studies

Taylor Greene Taylor Greene Greater Boston Area Details
Taylor Greene's First Albany Capital Experience March 1995 - September 2007
Job Senior Vice President at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  May 2011 - Present
Cantor Fitzgerald  February 2010 - May 2011
Depfa Bank  September 2007 - March 2009
First Albany Capital   March 1995 - September 2007
George K. Baum & Company   March 1990 - March 1995
Drexel Burnham Lambert  1987 - 1990

Skills
Capital Markets, Fixed Income, Bloomberg, Securities, Series 7, Equities, Alternative Investments, Series 63, Bonds, Asset Management, Mutual Funds

Education
Hobart and William Smith Colleges   1982 — 1986
Bachelor of Arts, History

Hopkins School   1978 — 1982

Nick Ferrarone Nick Ferrarone Greater New York City Area Details
Nick Ferrarone's First Albany Capital Experience June 2006 - August 2006
Job Associate Partnership Sales at Herio Capital
Industry Financial Services
Experience
Herio Capital   May 2015 - Present
OnDeck  August 2013 - May 2015
American Land   October 2012 - July 2013
Las Montanas Inc. Telluride, CO   November 2009 - April 2012
Landmark Appraisal Group   November 2008 - November 2009
First Albany Capital   June 2006 - August 2006

Skills
Business Planning, Purchasing, Contract Management, Team Leadership, Market Research, Business Development, Investments, Customer Service, Real Estate, Retail, Management, Analysis, Training, Event Planning, Banking, Salesforce.com, Microsoft Excel, Marketing, Strategy, Sales

Education
University of Colorado at Boulder   2004 — 2008
BA, Politcal Science

Choate Rosemary Hall   2002 — 2003

John Jay High School (Cross River NY)   1999 — 2002

D.J. Mehigan D.J. Mehigan Richmond, Virginia Area Details
D.J. Mehigan's First Albany Capital Experience December 1999 - April 2004
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc.  April 2004 - Present
First Albany Capital   December 1999 - April 2004
Leigh Fisher Associates  1996 - 1999
Science Applications International Corporation  1991 - 1994
Aerospace Corporation  1989 - 1990

Skills
Capital Markets, Investment Banking, Financial Modeling, Fixed Income, Executive Management, Financial Analysis, Private Equity, Series 7, Due Diligence, Portfolio Management, Securities, Bonds, Investments, Hedge Funds, Finance, Bloomberg, Valuation, Asset Management

Education
Northwestern University - Kellogg School of Management   1994 — 1996
MBA, Finance

University of Minnesota-Twin Cities   1983 — 1989
BS and MS, Aerospace Engineering

WhitefishBay High Sch   1978 — 1982

Furman Howard Furman Howard Greater Boston Area Details
Furman Howard's First Albany Capital Experience August 1990 - June 2006
Job institutional fixed income sales at Morgan Keegan
Industry Financial Services
Experience
Raymond James and associates  August 2007 - Present
Morgan Keegan  August 2007 - April 2012
First Albany Capital   August 1990 - June 2006

Skills
Asset Management

Education
University of Virginia Darden School of Business   1983 — 1985
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

The George Washington University   1975 — 1979
Bachelor's degree, Economics

Paula Kalandiak, CFA Paula Kalandiak, CFA Greater Los Angeles Area Details
Paula Kalandiak, CFA's First Albany Capital Experience October 2006 - January 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2014 - Present
Wedbush Securities  January 2010 - June 2014
ICR  April 2008 - November 2008
First Albany Capital   October 2006 - January 2008
Roth Capital Partners  March 2004 - September 2006
Wells Fargo Securities  August 2000 - March 2004

Skills
Finance, Investments, Equities, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Equity Research

Education
New York University - Leonard N. Stern School of Business   1996 — 1998
MBA, Finance

Brown University   1986 — 1990
Bachelor of Arts (B.A.), International Relations and Affairs

Donna Simonetti Donna Simonetti Portland, Maine Details
Donna Simonetti's First Albany Capital Experience February 1981 - July 2006
Job Retired/Consultant
Industry Financial Services
Experience
JP Morgan  June 2008 - May 2015
Bear Stearns  July 2006 - June 2008
First Albany Capital   February 1981 - July 2006
Fidelity Management & Research Company  September 1971 - October 1989

Education
Northeastern University   1972 — 1975
Master of Business Administration (M.B.A.), Finance, General

University at Albany, SUNY   1967 — 1971
Bachelor’s Degree, Business Administration

Jane Hyland Jane Hyland Greater Minneapolis-St. Paul Area Details
Jane Hyland's First Albany Capital Experience January 2005 - May 2007
Job Trade Desk Manager at Questar Capital
Industry Financial Services
Experience
Questar Capital  July 2013 - Present
Woodbury Financial Services  2012 - 2013
Workman Securities/Allied Beacon   January 2010 - December 2012
First Albany Capital   January 2005 - May 2007
RBC Capital Markets  February 2002 - December 2004
RBC Capital Markets  January 2001 - February 2002

Education
University of Minnesota-Twin Cities   1987 — 1993
Sociology and Statistics

Thomas Labenz Thomas Labenz Greater New York City Area Details
Thomas Labenz's First Albany Capital Experience December 2001 - November 2006
Job Head of Sector trading
Industry Financial Services
Experience
ITG  June 2013 - Present
Imperial Capital LLC  May 2012 - June 2013
Jefferies & Company  March 2007 - December 2011
First Albany Capital   December 2001 - November 2006
Hambrecht & Quist  1996 - 2001

Skills
Risk Management, Options Strategies, Personnel Management, Portfolio Management, hedging strats, Best Execution, Capital Markets, Series 7, Alternative Investments, Bloomberg, Electronic Trading, Equities, Equity Research, Equity Trading, Hedge Funds, Fixed Income, Options, Securities, Trading, Valuation, Trading Systems, Investment Banking, Investments

Education
Penn State University   1990 — 1994
BS, Finance

Tom Cullum Tom Cullum Minneapolis, Minnesota Details
Tom Cullum's First Albany Capital Experience February 2003 - April 2007
Job CEO Director of Sales and Trading at Lake Street Capital Markets, LLC
Industry Investment Banking
Experience
Lake Street Capital Markets, LLC  June 2012 - Present
Craig Hallum Capital Group  April 2007 - May 2012
First Albany Capital   February 2003 - April 2007
RBC Capital Markets  2000 - 2003
Dain Rauscher Wessels  April 1998 - January 2000
wessels arnold and henderson   1992 - 1998

Skills
Investments, Capital Markets, Equities, Business Strategy, Series 7, Customer Relations, Institutional, Executive Management, Process Improvement, Series 24, Series 63, Series 55, Equity Trading, Trading, Venture Capital, Private Equity, Customer Service, FINRA, Hedge Funds, Mutual Funds, Equity Research, Investment Banking, Valuation, Alternative Investments, Institutional Sales

Education
Fairfield University   1982 — 1986
B.A., economics

Fordham University   1991 — 1992
Graduate studies in Economics

Phillip J. Vicinanzo Phillip J. Vicinanzo Greater New York City Area Details
Phillip J. Vicinanzo's First Albany Capital Experience December 1985 - January 1988
Job Meridian Capital Partners
Industry Investment Management
Experience
Meridian Capital Partners  April 2005 - Present
RBC Dain Rauscher  February 2001 - April 2005
Morgan Stanley  December 1998 - January 2001
Cowen & Co.   December 1989 - June 1997
Raymond James  May 1988 - August 1989
First Albany Capital   December 1985 - January 1988

Skills
Financial Analysis, Risk Management, Financial Markets, Portfolio Optimization, Options, FX Options, Commodity, Investment Management, Series 63, Bloomberg, Currency, Venture Capital, ETFs, Public Finance, Hedge Funds, Bonds, Institutional Sales, Institutional..., Investments, Securities, Trading, Series 7, Financial Modeling, Wealth Management, Equity Derivatives, FINRA, Structured Products, Credit Derivatives, Valuation, Trading Strategies, Equity Valuation, Technical Analysis, Mutual Funds, High Yield, Derivatives, Investment Advisory

Education
Harvard University   1979 — 1984
BA, Economics

University of Kent   1984 — 1986
MA, Economics

Rensselaer Polytechnic Institute   1997 — 1998
MA, Management

BS High School
NYS HS Regents

Denise Lembo Denise Lembo Albany, New York Area Details
Denise Lembo's First Albany Capital Experience March 1989 - December 2007
Job H. R. Generalist at Trans World Entertainment
Industry Entertainment
Experience
From Trans World Entertainment   February 2015 - Present
Trans World Entertainment  July 2013 - April 2014
Trans World Entertainment  August 2008 - May 2013
First Albany Capital   March 1989 - December 2007
Broadpoint Capital, Inc.   2001 - 2007

Skills
Employee Benefits, Personnel Management, Recruiting, Employee Relations, FMLA, Human Resources, Onboarding, Succession Planning, Performance Management, Employee Training, Talent Acquisition, Outlook, Microsoft Excel, Team Building, Customer Service

Education
State University of New York College at Oneonta   1970 — 1974
BS

Angel Rosa Angel Rosa Greater Chicago Area Details
Angel Rosa's First Albany Capital Experience 2007 - 2007
Job Financial Analyst at Abbott
Industry Financial Services
Experience
Abbott  July 2013 - Present
Abbott Laboratories  June 2011 - July 2013
Baruch College  August 2007 - June 2011
First Albany Capital   2007 - 2007

Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Corporate Finance, Finance, Microsoft Office, Microsoft Word, Forecasting, Data Analysis, Financial Accounting, Auditing, Financial Modeling

Education
City University of New York-Baruch College - Zicklin School of Business   2007 — 2011
Bachelor of Business Administration, Finance & Investments

Angelica Hoffmann Angelica Hoffmann Greater New York City Area Details
Angelica Hoffmann's First Albany Capital Experience 1995 - 1999
Job Controller at Finkelstein & Partners
Industry Electrical/Electronic Manufacturing
Experience
Finkelstein & Partners  May 2011 - Present
Piller USA Inc   April 2006 - April 2011
Lennar  July 2005 - April 2006
Piller Power Systems  August 1999 - July 2005
First Albany Capital   1995 - 1999
Nissan North America  1990 - 1995

Skills
Sarbanes-Oxley Act, Microsoft Excel, Great Plains Software, Sarbanes-Oxley, Balance, Software Documentation, Account Reconciliation, JD Edwards, Business Strategy, Cross-functional Team..., Journal Entries, Strategic Planning, Financial Forecasting, Cash Flow, GAAP, General Ledger, Fixed Assets, Inventory Valuation, G/L Analysis, G/L Reconciliations, P&L reconciliation, P&L Reporting, Financial Close Process, Balance Sheet Review, Intercompany Accounts, Deferred Revenue, Percentage of Completion, Software Conversions, Fixed Asset Depreciation, Sage FAS, Sales & Use Tax..., Accounting

Education
University of Phoenix   2008 — 2010
MBA, Business Administration

Queens College
BA, Accounting and Economics

Travis Shirley Travis Shirley Newport Beach, California Details
Travis Shirley's First Albany Capital Experience July 2003 - October 2007
Job FA at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2014 - Present
Oppenheimer & Co.   October 2009 - September 2014
First Albany Capital   July 2003 - October 2007
Hambrecht & Quist (acquired by JP Morgan Chase Sep 2001   December 1998 - January 2003

Skills
Series 7, Series 63, series 55, Equities, Securities, Hedge Funds, Capital Markets, Financial Analysis, FINRA, Investments, Bloomberg, Mergers & Acquisitions, Equity Research, Equity Trading, Alternative Investments, Trading, Options, Fixed Income, Investment Banking

Education
Southern Methodist University   1994 — 1998
BA, Economics

Emery Lin Emery Lin Portland, Oregon Details
Emery Lin's First Albany Capital Experience June 2006 - August 2006
Job Gastroenterology Fellow
Industry Medical Practice
Experience
Illinois State Medical Society  April 2011 - April 2012
American Medical Association  August 2010 - August 2011
Midwest Orthopaedics at RUSH  July 2010 - July 2011
Chicago Medical Society  May 2010 - May 2011
Youth Empowerment International Medical Missions   August 2006 - March 2011
American Medical Association  June 2008 - June 2010
First Albany Capital   June 2006 - August 2006

Education
Northwestern University - The Feinberg School of Medicine   2007 — 2011

Northwestern University

Steve Rettke Steve Rettke Greater Chicago Area Details
Steve Rettke's First Albany Capital Experience 2006 - 2007
Job Healthcare at Citadel LLC
Industry Investment Management
Experience
Citadel LLC  May 2014 - Present
Balyasny Asset Management L.P.   May 2011 - April 2014
Citi  February 2007 - May 2008
First Albany Capital   2006 - 2007

Education
Northwestern University - Kellogg School of Management   2008 — 2010

New York University School of Medicine   2002 — 2006
MD

Williams College   1998 — 2002
BA, Biology and Psychology

Heather Eve Grzanka Heather Eve Grzanka Greater New York City Area Details
Heather Eve Grzanka's First Albany Capital Experience 1999 - 2006
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase  November 2013 - Present
Jefferies & Company  March 2010 - November 2013
UBS Investment Bank  June 2006 - February 2010
First Albany Capital   1999 - 2006

Skills
Fixed Income, Series 7, Securities, Capital Markets, Investment Banking, Derivatives, Bloomberg, Series 63, Bonds, Trading, Financial Markets, Series 53, Series 24, Series 52, Series 79, Municipal Bonds, Public Finance, Compliance, Emerging Markets, Securities Regulation

Education
Siena College
Bachelor of Science (BS), Finance, General

Harold Bean Harold Bean United States Details
Harold Bean's First Albany Capital Experience March 2000 - August 2004
Job
Industry Financial Services
Experience
Frasca & Associates, L.L.C.   March 2013 - Present
Jefferies LLC  March 2009 - March 2013
DEPFA First Albany   September 2008 - March 2009
Citi  August 2004 - June 2008
First Albany Capital   March 2000 - August 2004
UBS Investment Bank  August 1997 - March 2000
Dillon Read & Company   July 1992 - August 1997
Dean Witter Reynolds  December 1985 - July 1992

Education
State University of New York at Albany   1983 — 1985
Master of Business Administration (MBA), Finance, General

Ithaca College   1978 — 1982
Bachelor of Science (BS), Cinema and Photography

Matt Steere Matt Steere San Francisco Bay Area Details
Matt Steere's First Albany Capital Experience 2002 - 2007
Job Managing Director at Canaccord Financial
Industry Financial Services
Experience
Canaccord Financial  February 2007 - Present
First Albany Capital   2002 - 2007
Robertson Stephens Inc.  2000 - 2002

Skills
Private Placements, Investment Banking, Private Equity, IPO, Capital Markets, Valuation, Equities, Mergers, Financial Modeling

Education
University of Virginia - Darden Graduate School of Business Administration   1997 — 1999
Master of Business Administration (MBA)

Saint Lawrence University   1988 — 1992
BA

Chip Becker Chip Becker Greater Boston Area Details
Chip Becker's First Albany Capital Experience June 1998 - March 2001
Job Director of Sales at GForce Shipping
Industry Logistics and Supply Chain
Experience
G-Force Shipping  October 2014 - Present
Benefitmall  April 2012 - October 2014
Kimball & Cross/Bishop & Rosen Investment Management, LLC   June 2005 - August 2010
Federal Express  February 2007 - March 2010
Coca-Cola Enterprises  April 2008 - July 2009
First Dunbar Securities   March 2003 - June 2005
Leerink Swann  March 2001 - March 2003
First Albany Capital   June 1998 - March 2001
Janney Montgomery Scott  January 1996 - June 1998
Dean Witter Reynolds  June 1994 - January 1996

Skills
Marketing, Leadership, Sales Operations, Strategy, Management, Negotiation, New Business Development, Team Building, Sales, Strategic Planning, Account Management, CRM, Customer Service, Business Development, Cold Calling

Education
Albion College   1980 — 1984
Bachelor's degree, Business/Finance

Susan Schmelzer Susan Schmelzer Greater New York City Area Details
Susan Schmelzer's First Albany Capital Experience February 2006 - September 2007
Job Managing Director at Raymond James | Morgan Keegan
Industry Investment Banking
Experience
Raymond James Morgan Keegan  April 2012 - Present
Morgan Keegan & Company  March 2011 - April 2012
Jefferies & Company  February 2009 - March 2011
DEPFA First Albany   September 2007 - February 2009
First Albany Capital   February 2006 - September 2007
Roosevelt & Cross, Inc.   May 1993 - February 2006

Education
St. John's University, The Peter J. Tobin College of Business   1984 — 1988
MBA, Finance

St. John's University, The Peter J. Tobin College of Business   1980 — 1984
BS, Quantitative Analysis

Kathleen Kocourek Kathleen Kocourek Greater Chicago Area Details
Kathleen Kocourek's First Albany Capital Experience September 1993 - September 2000
Job President at Kocourek Property Holdings, LLC
Industry Real Estate
Experience
Kocourek Property Holdings, LLC   September 2006 - Present
First Union  September 2000 - January 2001
First Albany Capital   September 1993 - September 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget

Education
Illinois College   1980 — 1984
BA, English/French

Countryside High School

Guy Nagahama Guy Nagahama Greater Boston Area Details
Guy Nagahama's First Albany Capital Experience May 1995 - March 2009
Job Managing Director at Jefferies
Industry Investment Banking
Experience
Jefferies  March 2009 - Present
First Albany Capital   May 1995 - March 2009

Skills
Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Finance, Financial Modeling, Management, Financial Analysis, Bonds, Due Diligence, Private Equity, Valuation, Strategic Planning, Credit Analysis, Credit, Interest Rate Swaps, Airports, Airport Management, Airport Development, Airport Construction, Financial Planning, Financial Advisory

Education
Columbia University - Columbia Business School   1991 — 1993
Master of Business Administration (M.B.A.), Finance and Economics

Harvard University   1984 — 1988
Bachelor’s Degree, Engineering Science, cum laude

Victor T. Hirsch Victor T. Hirsch Greater New York City Area Details
Victor T. Hirsch's First Albany Capital Experience 1996 - 2006
Job Director at Mitsubishi UFJ Securities (USA), Inc.
Industry Financial Services
Experience
Mitsubishi UFJ Securitie (USA)   January 2011 - Present
Deutsche Bank  2007 - 2010
First Albany Capital   1996 - 2006

Education
City University of New York City College

University of Michigan

Gerard E. Fitzgerald, MBA Gerard E. Fitzgerald, MBA Albany, New York Area Details
Gerard E. Fitzgerald, MBA's First Albany Capital Experience January 2001 - January 2006
Job Senior Accountant at AWS Truepower, LLC
Industry Accounting
Experience
AWS Truepower, LLC  2012 - Present
Momentive  2007 - 2012
The Ayco Company  2006 - 2007
Town of Milton, New York   2000 - 2007
First Albany Capital   January 2001 - January 2006
First Albany Capital   1987 - 2006
First Albany Capital   January 1987 - January 2001

Skills
Analysis, Budgets, Management, General Ledger, Finance, SAP, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Cash Flow, Sarbanes-Oxley, Microsoft Excel, Project Management, Accounts Receivable, Advanced Excel, ·Sarbanes-Oxley (SOX), ·Financial Analysis, ·Database Development..., ·IT Liaison, ·Budgeting, ·Consolidated..., ·Cash Flow Analysis, ·Forecasting, JDE, Private Equity, Regulatory Reporting, QuickBooks, Nonprofits

Education
College of St. Rose
MBA

Excelsior College
BS, Accounting (CPA Track)

Jason Matlow Jason Matlow Greater New York City Area Details
Jason Matlow's First Albany Capital Experience 2002 - 2006
Job Middle Market Commercial Banking at M&T Bank
Industry Banking
Experience
M&T Bank  June 2011 - Present
First Albany Capital   2002 - 2006

Education
SUNY Albany   1997 — 2001
Bachelor's degree

David Gross CFP® David Gross CFP® New York, New York Details
David Gross CFP®'s First Albany Capital Experience 1996 - 2000
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2000 - Present
First Albany Capital   1996 - 2000

Education
University of Pittsburgh   1986 — 1990
Bachelor of Science (BS), Accounting and Business/Management

Ned Flynn Ned Flynn Brooklyn, New York Details
Ned Flynn's First Albany Capital Experience 1988 - 2007
Job MD at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC  April 2009 - Present
DEPFA First Albany   2007 - 2009
First Albany Capital   1988 - 2007
EF Hutton  November 1979 - January 1988

Skills
Investment Banking, Securities, Municipalities, Capital Markets, Fixed Income, Valuation, Structured Products, Financial Modeling, Investments

Education
Georgetown University   1975 — 1979
BA, American Government

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