First Analysis
Industry: Company
DescriptionFounded: 1981 Subsidiary: First Analysis Securities Corporation
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First Analysis Employees
Employee
Years
Job
Industry
Larry Berlin Larry Berlin's First Analysis Experience October 1999 - Present
Job Vice President at First Analysis
Industry Financial Services
Experience
First Analysis October 1999 - Present
Skills
Venture Capital, Mergers, Corporate Development, Financial Modeling, Due Diligence, Investments, Valuation, Corporate Finance, Investment Banking, Equities, Portfolio Management, Start-ups, Capital Markets, Financial Analysis, Strategic Partnerships, Business Strategy, Alternative Investments, Hedge Funds, IPO, Asset Managment
Education
The University of Chicago
AB, European History
The University of Chicago - Booth School of Business
MBA
First Analysis October 1999 - Present
Skills
Venture Capital, Mergers, Corporate Development, Financial Modeling, Due Diligence, Investments, Valuation, Corporate Finance, Investment Banking, Equities, Portfolio Management, Start-ups, Capital Markets, Financial Analysis, Strategic Partnerships, Business Strategy, Alternative Investments, Hedge Funds, IPO, Asset Managment
Education
The University of Chicago
AB, European History
The University of Chicago - Booth School of Business
MBA
Jessica Coleman Jessica Coleman's First Analysis Experience 1996 - March 2004
Job Vice President at Goldman, Sachs & Co.
Industry Investment Management
Experience
Goldman, Sachs & Co. March 2004 - Present
First Analysis 1996 - March 2004
BNP Paribas 1994 - 1996
First Chicago, American National Bank 1989 - 1993
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Lake Forest College
Bachelor of Arts (B.A.)
Goldman, Sachs & Co. March 2004 - Present
First Analysis 1996 - March 2004
BNP Paribas 1994 - 1996
First Chicago, American National Bank 1989 - 1993
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Lake Forest College
Bachelor of Arts (B.A.)
James McKennon's First Analysis Experience July 2015 - Present
Job Investment Banking at First Analysis
Industry Financial Services
Experience
First Analysis July 2015 - Present
Walgreens July 2014 - July 2015
Walgreens June 2012 - June 2014
Allstate Investments June 2011 - August 2011
Yogavive March 2011 - June 2011
Senn Delaney June 2010 - August 2010
Hotchkis and Wiley Capital Management May 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Microsoft Office, Market Research, Marketing, Leadership, Forecasting, PowerPoint, Access, Microsoft Word, Analysis, Budgets, Mergers, Time Management, Public Speaking, Corporate Finance, Financial Reporting
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance
First Analysis July 2015 - Present
Walgreens July 2014 - July 2015
Walgreens June 2012 - June 2014
Allstate Investments June 2011 - August 2011
Yogavive March 2011 - June 2011
Senn Delaney June 2010 - August 2010
Hotchkis and Wiley Capital Management May 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Microsoft Office, Market Research, Marketing, Leadership, Forecasting, PowerPoint, Access, Microsoft Word, Analysis, Budgets, Mergers, Time Management, Public Speaking, Corporate Finance, Financial Reporting
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance
Lisa Hotran Lisa Hotran's First Analysis Experience January 2012 - March 2012
Job Chief of Staff, Senior Manager Business and Employee Solutions
Industry Internet
Experience
Intel August 2014 - Present
Intel Corporation January 2012 - Present
First Analysis January 2012 - March 2012
Mattel June 2011 - August 2011
Google November 2008 - August 2010
Google February 2007 - November 2008
Google December 2004 - February 2007
Skills
Cross-functional Team..., Marketing Communications, Marketing Strategy, Program Management, Sales Process, Team Management, Sales Management, E-commerce, Business Development, Product Development, Strategy, Marketing, Analysis, Product Launch, Mergers & Acquisitions, Competitive Analysis, Product Marketing, Strategic Partnerships, Training, Sales, Analytics, Go-to-market Strategy, Business Strategy, Leadership, Market Research, Project Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Marketing, Mangement & Organizations
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
University of California, Berkeley 2000 — 2004
BA, Political Science
Intel August 2014 - Present
Intel Corporation January 2012 - Present
First Analysis January 2012 - March 2012
Mattel June 2011 - August 2011
Google November 2008 - August 2010
Google February 2007 - November 2008
Google December 2004 - February 2007
Skills
Cross-functional Team..., Marketing Communications, Marketing Strategy, Program Management, Sales Process, Team Management, Sales Management, E-commerce, Business Development, Product Development, Strategy, Marketing, Analysis, Product Launch, Mergers & Acquisitions, Competitive Analysis, Product Marketing, Strategic Partnerships, Training, Sales, Analytics, Go-to-market Strategy, Business Strategy, Leadership, Market Research, Project Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Marketing, Mangement & Organizations
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
University of California, Berkeley 2000 — 2004
BA, Political Science
Joe Rickard's First Analysis Experience June 2014 - June 2014
Job Student at University of Colorado at Boulder
Industry Computer Software
Experience
Lab for Atmospheric and Space Physics March 2015 - Present
Alchemy Coffee House June 2011 - August 2014
First Analysis June 2014 - June 2014
Canal Shores Community Golf Course June 2013 - August 2013
Skills
Management, Sales, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Social Media, Public Speaking, Research, Photoshop, Team Leadership, Python, Java, C++
Education
University of Colorado Boulder 2014 — 2018
Mathematics and Computer Science, Freshman
New Trier Highschool 2010 — 2014
Lab for Atmospheric and Space Physics March 2015 - Present
Alchemy Coffee House June 2011 - August 2014
First Analysis June 2014 - June 2014
Canal Shores Community Golf Course June 2013 - August 2013
Skills
Management, Sales, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Social Media, Public Speaking, Research, Photoshop, Team Leadership, Python, Java, C++
Education
University of Colorado Boulder 2014 — 2018
Mathematics and Computer Science, Freshman
New Trier Highschool 2010 — 2014
Jim Macdonald Jim Macdonald's First Analysis Experience
Job Managing Director at First Analysis
Industry Financial Services
Experience
First Analysis
Skills
Venture Capital, Due Diligence, Corporate Development, Start-ups, Mergers, New Business Development, Private Equity, Entrepreneurship, Investments, Financial Modeling, Mergers & Acquisitions, SaaS, Valuation, Business Strategy, Corporate Finance, Business Development, Strategic Partnerships
Education
Harvard Business School 1978 — 1980
MBA
Cornell University 1974 — 1978
BS, Civil Engineering
First Analysis
Skills
Venture Capital, Due Diligence, Corporate Development, Start-ups, Mergers, New Business Development, Private Equity, Entrepreneurship, Investments, Financial Modeling, Mergers & Acquisitions, SaaS, Valuation, Business Strategy, Corporate Finance, Business Development, Strategic Partnerships
Education
Harvard Business School 1978 — 1980
MBA
Cornell University 1974 — 1978
BS, Civil Engineering
Ted Feierstein, Sr. Ted Feierstein, Sr.'s First Analysis Experience July 2007 - September 2010
Job Technology Transaction (capital raise, M&A) Advisory, LeanStart Up Angel Investor/Catalyst and Deal "derisker"
Industry Internet
Experience
Fishidy 2012 - Present
LeanTech Group, LLC October 2010 - Present
Okanjo 2014 - 2015
Okanjo 2014 - 2015
Penta Technologies 1995 - 2014
ARI Network Services January 2000 - July 2012
TiE Midwest January 2009 - December 2011
First Analysis July 2007 - September 2010
Ascent Partners, Inc March 1997 - June 2007
Prism Opportunity Fund 1999 - January 2007
Skills
Tech Investment Banking, Lean Software Investing, Tech Company Growing, Entrepreneurship, Venture Capital, Entrepreneur, Investments, Investment Banking, Software, Lean Manufacturing, Team Building, CRM, Start-ups, Enterprise Software, Portfolio Management, Strategic Partnerships, Product Management, Strategy, SaaS, Private Equity, Executive Management, Finance, Financial Modeling, Leadership, Business Strategy, Mergers & Acquisitions, Negotiation, Mergers, Due Diligence, New Business Development
Education
Harvard Business School 1987 — 1989
MBA, Business Administration and Management, General
University of Wisconsin-Madison 1975 — 1979
BBA, Marketing and Finance
Fishidy 2012 - Present
LeanTech Group, LLC October 2010 - Present
Okanjo 2014 - 2015
Okanjo 2014 - 2015
Penta Technologies 1995 - 2014
ARI Network Services January 2000 - July 2012
TiE Midwest January 2009 - December 2011
First Analysis July 2007 - September 2010
Ascent Partners, Inc March 1997 - June 2007
Prism Opportunity Fund 1999 - January 2007
Skills
Tech Investment Banking, Lean Software Investing, Tech Company Growing, Entrepreneurship, Venture Capital, Entrepreneur, Investments, Investment Banking, Software, Lean Manufacturing, Team Building, CRM, Start-ups, Enterprise Software, Portfolio Management, Strategic Partnerships, Product Management, Strategy, SaaS, Private Equity, Executive Management, Finance, Financial Modeling, Leadership, Business Strategy, Mergers & Acquisitions, Negotiation, Mergers, Due Diligence, New Business Development
Education
Harvard Business School 1987 — 1989
MBA, Business Administration and Management, General
University of Wisconsin-Madison 1975 — 1979
BBA, Marketing and Finance
Dane Guarino's First Analysis Experience November 2010 - June 2014
Job Cofounder at Markit Medical, LLC
Industry Hospital & Health Care
Experience
Markit Medical, LLC March 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
First Analysis November 2010 - June 2014
Baker Tilly Virchow Krause, LLP July 2009 - November 2010
Duff and Phelps July 2007 - April 2009
Skills
Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, M&A execution, Healthcare M&A, Technology M&A, Private Capital Raising, Private Equity, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Markit Medical, LLC March 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
First Analysis November 2010 - June 2014
Baker Tilly Virchow Krause, LLP July 2009 - November 2010
Duff and Phelps July 2007 - April 2009
Skills
Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, M&A execution, Healthcare M&A, Technology M&A, Private Capital Raising, Private Equity, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Hillary Harrison Hillary Harrison's First Analysis Experience May 2013 - Present
Job First Analysis
Industry Performing Arts
Experience
First Analysis May 2013 - Present
BMO Capital Markets November 2012 - May 2013
Hajjar Sutherland Peters & Washmon, LLP July 2009 - October 2012
Austin Independent School District January 2011 - April 2012
Borders 2006 - 2009
Education
The University of Texas at Austin 2005 — 2009
Theatre & Dance, Directing, Classical Civilizations
First Analysis May 2013 - Present
BMO Capital Markets November 2012 - May 2013
Hajjar Sutherland Peters & Washmon, LLP July 2009 - October 2012
Austin Independent School District January 2011 - April 2012
Borders 2006 - 2009
Education
The University of Texas at Austin 2005 — 2009
Theatre & Dance, Directing, Classical Civilizations
Jaimi Goodfriend, CFA's First Analysis Experience February 1999 - May 2002
Job Director at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management June 2014 - Present
University of Illinois at Urbana-Champaign March 2008 - April 2015
DePaul University January 2009 - March 2015
The John D. and Catherine T. MacArthur Foundation April 2006 - March 2007
Citadel Investment Group April 2005 - March 2006
Balyasny Asset Management (BAM) August 2003 - January 2005
First Analysis February 1999 - May 2002
Montgomery Securities 1997 - 1999
Skills
Equities, Risk Management, Hedging, Finance, Volatility, Hedge Funds, Alternative Investments, Financial Modeling, Equity Research, Quantitative Analytics, Valuation, Fixed Income, Capital Markets, Financial Markets, Bloomberg, Investment Banking, Trading, Mergers & Acquisitions, Asset Management, Mutual Funds, Investments, Economics, Financial Services, Options
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance, Management & Strategy
University of Michigan 1993 — 1997
BA, Economics
Point72 Asset Management June 2014 - Present
University of Illinois at Urbana-Champaign March 2008 - April 2015
DePaul University January 2009 - March 2015
The John D. and Catherine T. MacArthur Foundation April 2006 - March 2007
Citadel Investment Group April 2005 - March 2006
Balyasny Asset Management (BAM) August 2003 - January 2005
First Analysis February 1999 - May 2002
Montgomery Securities 1997 - 1999
Skills
Equities, Risk Management, Hedging, Finance, Volatility, Hedge Funds, Alternative Investments, Financial Modeling, Equity Research, Quantitative Analytics, Valuation, Fixed Income, Capital Markets, Financial Markets, Bloomberg, Investment Banking, Trading, Mergers & Acquisitions, Asset Management, Mutual Funds, Investments, Economics, Financial Services, Options
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance, Management & Strategy
University of Michigan 1993 — 1997
BA, Economics
Tony Pai Tony Pai's First Analysis Experience March 1997 - March 1999
Job IT Consultant at Tony Pai LLC
Industry Information Technology and Services
Experience
Tony Pai LLC November 2013 - Present
Tony Pai LLC March 2013 - November 2013
Tony Pai LLC November 2009 - December 2012
Solstice Consulting February 2008 - October 2009
E*TRADE Financial April 2004 - February 2008
ATD November 2002 - March 2004
Sydan and Company March 1999 - June 2002
First Analysis March 1997 - March 1999
Capital Resources Group January 1994 - March 1997
Skills
Trading, Securities, Risk Management, Project Management, Business Analysis, Software Development, Software Documentation, Legal Issues, SDLC, Physical Security, Identity Management, AML, Security, Equities, Program Management, Leadership, Agile Methodologies, Scrum, Portfolio Management, Finance, Options, PMP, Information Technology, Team Management, Databases, Access, Investment Banking, IT Strategy, Mobile Devices, Information Security
Education
The John Marshall Law School 2006 — 2010
JD, Law
University of Illinois - Urbana Champaign 1989 — 1993
BA, Economics
Wootton 1985 — 1989
High School Diploma
Tony Pai LLC November 2013 - Present
Tony Pai LLC March 2013 - November 2013
Tony Pai LLC November 2009 - December 2012
Solstice Consulting February 2008 - October 2009
E*TRADE Financial April 2004 - February 2008
ATD November 2002 - March 2004
Sydan and Company March 1999 - June 2002
First Analysis March 1997 - March 1999
Capital Resources Group January 1994 - March 1997
Skills
Trading, Securities, Risk Management, Project Management, Business Analysis, Software Development, Software Documentation, Legal Issues, SDLC, Physical Security, Identity Management, AML, Security, Equities, Program Management, Leadership, Agile Methodologies, Scrum, Portfolio Management, Finance, Options, PMP, Information Technology, Team Management, Databases, Access, Investment Banking, IT Strategy, Mobile Devices, Information Security
Education
The John Marshall Law School 2006 — 2010
JD, Law
University of Illinois - Urbana Champaign 1989 — 1993
BA, Economics
Wootton 1985 — 1989
High School Diploma
Shelley Herold's First Analysis Experience 2007 - Present
Job Capital Markets Institutional Equity at First Analysis
Industry Financial Services
Experience
First Analysis 2007 - Present
A.G. Edwards & Sons, Inc. 1999 - 2007
Merrill Lynch October 1990 - July 1999
Boettcher & Co December 1989 - October 1990
Skills
Equity Research, Equities, Series 7, Investments, Hedge Funds, Asset Managment, Financial Modeling, Capital Markets, Valuation, Alternative Investments, Portfolio Management, Financial Analysis
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Business
Babson College 1985 — 1989
B.S., Double Major (Marketing & Communications)
Syracuse University 1987 — 1988
Junior Year Abroad (London, England)
Lynnfield High School 1980 — 1985
Pike
First Analysis 2007 - Present
A.G. Edwards & Sons, Inc. 1999 - 2007
Merrill Lynch October 1990 - July 1999
Boettcher & Co December 1989 - October 1990
Skills
Equity Research, Equities, Series 7, Investments, Hedge Funds, Asset Managment, Financial Modeling, Capital Markets, Valuation, Alternative Investments, Portfolio Management, Financial Analysis
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Business
Babson College 1985 — 1989
B.S., Double Major (Marketing & Communications)
Syracuse University 1987 — 1988
Junior Year Abroad (London, England)
Lynnfield High School 1980 — 1985
Pike
Tim Renz Tim Renz's First Analysis Experience June 2006 - August 2006
Job Enterprise Sales at Trustwave
Industry Computer & Network Security
Experience
Trustwave February 2010 - Present
Trustwave May 2008 - February 2010
First Analysis June 2006 - August 2006
Miracles In Progress 2004 - 2005
The Salvation Army 2002 - 2004
ClubEducate 2000 - 2001
American National Bank (nka JPMorgan Chase) 1997 - 1999
Skills
SaaS, Enterprise Software, Go-to-market Strategy, Strategy, Business Development, Sales, Information Security, Managed Security..., Complex Sales, Mergers & Acquisitions, Golf, Executive Management, Leadership, Valuation
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Management & Strategy, Entrepreneurship, Finance
Georgetown University - The McDonough School of Business 1993 — 1997
B.S., Finance & International Business
Loyola Academy 1989 — 1993
H.S. Diploma
Trustwave February 2010 - Present
Trustwave May 2008 - February 2010
First Analysis June 2006 - August 2006
Miracles In Progress 2004 - 2005
The Salvation Army 2002 - 2004
ClubEducate 2000 - 2001
American National Bank (nka JPMorgan Chase) 1997 - 1999
Skills
SaaS, Enterprise Software, Go-to-market Strategy, Strategy, Business Development, Sales, Information Security, Managed Security..., Complex Sales, Mergers & Acquisitions, Golf, Executive Management, Leadership, Valuation
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Management & Strategy, Entrepreneurship, Finance
Georgetown University - The McDonough School of Business 1993 — 1997
B.S., Finance & International Business
Loyola Academy 1989 — 1993
H.S. Diploma
Prakash Khanikar Prakash Khanikar's First Analysis Experience January 2013 - April 2013
Job Product Manager
Industry Computer Software
Experience
ZS Associates 2011 - Present
First Analysis January 2013 - April 2013
ZS Associates 2005 - 2011
Edurite Technologies June 2000 - May 2002
Skills
Analytics, Agile Methodologies, Competitive Analysis, Start-ups, Business Analysis, Product Management, Strategy, Cross-functional Team..., Business Strategy, Financial Modeling, Data Analysis, Project Management, Business Intelligence, Venture Capital, Market Research, Product Marketing, Product Development, Product Design, Financial Analysis, Agile Project Management, Pre-sales, Sales, Management Consulting, SaaS, SQL, Management, Software Project..., Stakeholder Engagement, Stakeholder Management, Product Road Mapping
Education
Northwestern University - Kellogg School of Management 2011 — 2013
M.B.A, Marketing, Finance, General Management
University of Wisconsin-Madison 2002 — 2005
M.S, Electrical Engineering
Bangalore University
Bachelor of Engineering (B.Eng.), Electronics Engineering, Distinction Honors
ZS Associates 2011 - Present
First Analysis January 2013 - April 2013
ZS Associates 2005 - 2011
Edurite Technologies June 2000 - May 2002
Skills
Analytics, Agile Methodologies, Competitive Analysis, Start-ups, Business Analysis, Product Management, Strategy, Cross-functional Team..., Business Strategy, Financial Modeling, Data Analysis, Project Management, Business Intelligence, Venture Capital, Market Research, Product Marketing, Product Development, Product Design, Financial Analysis, Agile Project Management, Pre-sales, Sales, Management Consulting, SaaS, SQL, Management, Software Project..., Stakeholder Engagement, Stakeholder Management, Product Road Mapping
Education
Northwestern University - Kellogg School of Management 2011 — 2013
M.B.A, Marketing, Finance, General Management
University of Wisconsin-Madison 2002 — 2005
M.S, Electrical Engineering
Bangalore University
Bachelor of Engineering (B.Eng.), Electronics Engineering, Distinction Honors
Tim Urquhart's First Analysis Experience 1998 - 2002
Job Investment professional
Industry Investment Management
Experience
Perkins Investment Management July 2002 - Present
First Analysis 1998 - 2002
A.T. Kearney Management Consulting 1995 - 1998
Bank of America (fka Fleet Bank) 1989 - 1993
Skills
Equities, Equity Research, Valuation, Financial Modeling, Investments, Asset Management, Portfolio Management, Financial Analysis, Hedge Funds, Equity Valuation, Investment Management, Private Equity, Bloomberg, Alternative Investments, Strategic Planning, Investment Banking, Business Strategy, Mutual Funds, Capital Markets, Asset Managment, Sales, Real Estate
Education
Harvard University
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Strategy
Seekonk High School
Perkins Investment Management July 2002 - Present
First Analysis 1998 - 2002
A.T. Kearney Management Consulting 1995 - 1998
Bank of America (fka Fleet Bank) 1989 - 1993
Skills
Equities, Equity Research, Valuation, Financial Modeling, Investments, Asset Management, Portfolio Management, Financial Analysis, Hedge Funds, Equity Valuation, Investment Management, Private Equity, Bloomberg, Alternative Investments, Strategic Planning, Investment Banking, Business Strategy, Mutual Funds, Capital Markets, Asset Managment, Sales, Real Estate
Education
Harvard University
BA, Economics
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing, Strategy
Seekonk High School
Grace Nicklin's First Analysis Experience June 2007 - August 2007
Job Senior Designer at IDEO
Industry Design
Experience
IDEO February 2015 - Present
IDEO March 2014 - February 2015
IDEO October 2012 - February 2014
DaVita August 2008 - January 2011
First Analysis June 2007 - August 2007
NYC Department of Parks & Recreation June 2006 - August 2006
Skills
Logo Design, Painting, Excel, PowerPoint, Access, Spanish, Microsoft Excel, Photoshop, Research, Market Research, Adobe Creative Suite
Education
Pitzer College 2004 — 2008
Bachelor of Arts (BA), Political Studies and Writing
New Trier High School 2000 — 2004
IDEO February 2015 - Present
IDEO March 2014 - February 2015
IDEO October 2012 - February 2014
DaVita August 2008 - January 2011
First Analysis June 2007 - August 2007
NYC Department of Parks & Recreation June 2006 - August 2006
Skills
Logo Design, Painting, Excel, PowerPoint, Access, Spanish, Microsoft Excel, Photoshop, Research, Market Research, Adobe Creative Suite
Education
Pitzer College 2004 — 2008
Bachelor of Arts (BA), Political Studies and Writing
New Trier High School 2000 — 2004
Jennifer Swann Jennifer Swann's First Analysis Experience June 2012 - August 2012
Job IMD Communications Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
First Analysis June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Social Media, Salesforce.com
Education
The University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature/Letters
Universitat Pompeu Fabra 2014 — 2014
Spanish Language and Culture
Enforex
Spanish Language
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
First Analysis June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Social Media, Salesforce.com
Education
The University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature/Letters
Universitat Pompeu Fabra 2014 — 2014
Spanish Language and Culture
Enforex
Spanish Language
Bryan Katz, CLU Bryan Katz, CLU's First Analysis Experience July 2011 - November 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2012 - Present
First Analysis July 2011 - November 2012
Caris & Company November 2003 - July 2011
SG Cowen 1998 - 2003
Education
University of Delaware 1993 — 1997
BS, Business Administration/Finance
Northwestern Mutual December 2012 - Present
First Analysis July 2011 - November 2012
Caris & Company November 2003 - July 2011
SG Cowen 1998 - 2003
Education
University of Delaware 1993 — 1997
BS, Business Administration/Finance
Andrew Wolohan Andrew Wolohan's First Analysis Experience September 2009 - May 2010
Job Associate Intern at OCA Ventures
Industry Venture Capital & Private Equity
Experience
SwiftIQ March 2015 - May 2015
Stax Inc. April 2012 - May 2014
Stax Inc. May 2010 - April 2012
First Analysis September 2009 - May 2010
Innovation Park at Notre Dame June 2008 - December 2008
Skills
Competitive Intelligence, Customer Satisfaction, Market Sizing, Research, Competitive Analysis, Market Research, Due Diligence, Business Strategy, Data Analysis, Management Consulting, Start-ups, Venture Capital, Mergers & Acquisitions, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Marketing, Econometrics and Statistics
University of Notre Dame 2005 — 2009
B.B.A., Finance
SwiftIQ March 2015 - May 2015
Stax Inc. April 2012 - May 2014
Stax Inc. May 2010 - April 2012
First Analysis September 2009 - May 2010
Innovation Park at Notre Dame June 2008 - December 2008
Skills
Competitive Intelligence, Customer Satisfaction, Market Sizing, Research, Competitive Analysis, Market Research, Due Diligence, Business Strategy, Data Analysis, Management Consulting, Start-ups, Venture Capital, Mergers & Acquisitions, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Marketing, Econometrics and Statistics
University of Notre Dame 2005 — 2009
B.B.A., Finance
David Gearhart, CFA David Gearhart, CFA's First Analysis Experience July 2011 - Present
Job Research Analyst at First Analysis
Industry Financial Services
Experience
First Analysis July 2011 - Present
Northern Trust January 2005 - July 2011
American Option Services November 2002 - April 2004
Caris & Company 2002 - 2004
Skills
Valuation, Financial Modeling, Trading, Derivatives, Research, Bloomberg, Equities, Investments, Hedge Funds, Asset Managment, Financial Analysis, Portfolio Management, Securities, Alternative Investments, Corporate Finance, Capital Markets, Fixed Income, Equity Research, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Finance
CFA Institute 2008 — 2010
Charterholder, Investment Analysis & Portfolio Management
Purdue University 1996 — 2000
BS, Economics
Merrillville High School 1992 — 1996
First Analysis July 2011 - Present
Northern Trust January 2005 - July 2011
American Option Services November 2002 - April 2004
Caris & Company 2002 - 2004
Skills
Valuation, Financial Modeling, Trading, Derivatives, Research, Bloomberg, Equities, Investments, Hedge Funds, Asset Managment, Financial Analysis, Portfolio Management, Securities, Alternative Investments, Corporate Finance, Capital Markets, Fixed Income, Equity Research, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Finance
CFA Institute 2008 — 2010
Charterholder, Investment Analysis & Portfolio Management
Purdue University 1996 — 2000
BS, Economics
Merrillville High School 1992 — 1996
Dan Smereczynski Dan Smereczynski's First Analysis Experience 1997 - Present
Job CTO/Owner HyperX Systems
Industry Information Technology and Services
Experience
HyperX Systems January 1999 - Present
First Analysis Corporation December 1997 - Present
First Analysis Institute of Integrative Studies December 1997 - Present
First Analysis Securities 1997 - Present
First Analysis 1997 - Present
United States Marine Corps August 1989 - June 1993
Skills
Research, Investments, Valuation, Networking, Databases, Entrepreneurship, Business Strategy, Strategic Planning, Data Analysis, Investment Banking, Mergers, Venture Capital, Financial Modeling, Due Diligence, Financial Analysis, Linux, Corporate Finance, Competitive Analysis, New Business Development, Virtualization, Mergers & Acquisitions, Start-ups, VMware, Strategy, Business Intelligence, Information Technology, Business Analysis, Disaster Recovery, Portfolio Management, Project Management, Management, Security
Education
Northwestern University 2004 — 2006
Graduate, Master of Information Technology Program
University of Illinois - Chicago 1993 — 1997
BS, Information Science
HyperX Systems January 1999 - Present
First Analysis Corporation December 1997 - Present
First Analysis Institute of Integrative Studies December 1997 - Present
First Analysis Securities 1997 - Present
First Analysis 1997 - Present
United States Marine Corps August 1989 - June 1993
Skills
Research, Investments, Valuation, Networking, Databases, Entrepreneurship, Business Strategy, Strategic Planning, Data Analysis, Investment Banking, Mergers, Venture Capital, Financial Modeling, Due Diligence, Financial Analysis, Linux, Corporate Finance, Competitive Analysis, New Business Development, Virtualization, Mergers & Acquisitions, Start-ups, VMware, Strategy, Business Intelligence, Information Technology, Business Analysis, Disaster Recovery, Portfolio Management, Project Management, Management, Security
Education
Northwestern University 2004 — 2006
Graduate, Master of Information Technology Program
University of Illinois - Chicago 1993 — 1997
BS, Information Science
Laura Rodnitzky's First Analysis Experience 1998 - 2001
Job VP, People at 3Q Digital, a Harte Hanks Company
Industry Marketing and Advertising
Experience
3Q Digital July 2014 - Present
3Q Digital October 2013 - July 2014
3Q Digital (formerly PPC Associates) May 2012 - October 2013
3Q Digital (formerly PPC Associates) August 2009 - May 2012
Independent September 1997 - 2011
Fitch Ratings 2001 - 2002
First Analysis 1998 - 2001
Encylopaedia Britannica 1997 - 1998
Skills
PPC, SEM, Google Adwords, Digital Marketing, Search Advertising, SEO, Editing, Digital Strategy, Microsoft Excel, Online Advertising, Google Analytics, Landing Page..., Web Analytics, Recruiting, Facebook, Excel, Online Marketing, Social Media Marketing, ESL, MSN AdCenter, Google Adwords..., Human Resources, Conversion Optimization, Management, Web Marketing, Keyword Research, Interactive Marketing, SEO copywriting, Writing, Bing, Paid Search Campaigns, Marin Software, Project Management, Training, Online Lead Generation, Organic Search, Content Management
Education
University of Chicago 1994 — 1997
B.A.
Beijing Institute of Technology 2006 — 2007
Certificate
Northwestern University School of Continuing Studies 2013 — 2013
3Q Digital July 2014 - Present
3Q Digital October 2013 - July 2014
3Q Digital (formerly PPC Associates) May 2012 - October 2013
3Q Digital (formerly PPC Associates) August 2009 - May 2012
Independent September 1997 - 2011
Fitch Ratings 2001 - 2002
First Analysis 1998 - 2001
Encylopaedia Britannica 1997 - 1998
Skills
PPC, SEM, Google Adwords, Digital Marketing, Search Advertising, SEO, Editing, Digital Strategy, Microsoft Excel, Online Advertising, Google Analytics, Landing Page..., Web Analytics, Recruiting, Facebook, Excel, Online Marketing, Social Media Marketing, ESL, MSN AdCenter, Google Adwords..., Human Resources, Conversion Optimization, Management, Web Marketing, Keyword Research, Interactive Marketing, SEO copywriting, Writing, Bing, Paid Search Campaigns, Marin Software, Project Management, Training, Online Lead Generation, Organic Search, Content Management
Education
University of Chicago 1994 — 1997
B.A.
Beijing Institute of Technology 2006 — 2007
Certificate
Northwestern University School of Continuing Studies 2013 — 2013
Kristine Young, C.P.A., J.D.'s First Analysis Experience January 2010 - September 2010
Job Attorney
Industry Law Practice
Experience
Mayer Brown October 2010 - Present
First Analysis January 2010 - September 2010
Agate Publishing November 2009 - 2010
Chicago Legal Clinic, Inc. May 2009 - October 2009
Mayer Brown May 2008 - August 2008
Ogletree Deakins May 2007 - August 2007
Pricewaterhouse Coopers June 2005 - January 2007
Skills
Legal Research, Mergers, Corporate Governance, Due Diligence, Commercial Litigation, Contract Negotiation, Intellectual Property, Legal Writing, Litigation, Legal Assistance, Real Estate, Corporate Law, Capital Markets, Employment Law, Arbitration
Education
University of Illinois College of Law 2006 — 2009
J.D., Law
Indiana University School of Law—Bloomington 2000 — 2005
Bachelor's degree, Accounting and Computer Information Systems
Mayer Brown October 2010 - Present
First Analysis January 2010 - September 2010
Agate Publishing November 2009 - 2010
Chicago Legal Clinic, Inc. May 2009 - October 2009
Mayer Brown May 2008 - August 2008
Ogletree Deakins May 2007 - August 2007
Pricewaterhouse Coopers June 2005 - January 2007
Skills
Legal Research, Mergers, Corporate Governance, Due Diligence, Commercial Litigation, Contract Negotiation, Intellectual Property, Legal Writing, Litigation, Legal Assistance, Real Estate, Corporate Law, Capital Markets, Employment Law, Arbitration
Education
University of Illinois College of Law 2006 — 2009
J.D., Law
Indiana University School of Law—Bloomington 2000 — 2005
Bachelor's degree, Accounting and Computer Information Systems
Dmitry Silversteyn's First Analysis Experience July 1997 - December 1998
Job Vice President; Senior Analyst; Chemicals at Longbow Research
Industry Investment Banking
Experience
Longbow Research August 2003 - Present
Longbow Research March 2003 - Present
MIdwest Research August 2000 - February 2003
Lehman Brother December 1999 - August 2000
Salomon Smith Barney (now Citi) December 1998 - December 1999
First Analysis July 1997 - December 1998
Perma-Pipe, Inc. 1991 - 1997
GNB Batteries 1989 - 1991
Diatec Polymers 1988 - 1989
Skills
Capital Markets, Investment Banking, Asset Management, Market Research, Equity Valuation, Equities, Research, Bloomberg, Analysis, Equity Research, Financial Modeling, Financial Analysis, Valuation, Investments, Sales, Insurance, Series 7
Education
IIT - Stuart School of Business 1995 — 1997
MS, Financial Markets and Trading
Illinois Institute of Technology 1984 — 1989
BS, ChE
Niles North 1982 — 1984
Longbow Research August 2003 - Present
Longbow Research March 2003 - Present
MIdwest Research August 2000 - February 2003
Lehman Brother December 1999 - August 2000
Salomon Smith Barney (now Citi) December 1998 - December 1999
First Analysis July 1997 - December 1998
Perma-Pipe, Inc. 1991 - 1997
GNB Batteries 1989 - 1991
Diatec Polymers 1988 - 1989
Skills
Capital Markets, Investment Banking, Asset Management, Market Research, Equity Valuation, Equities, Research, Bloomberg, Analysis, Equity Research, Financial Modeling, Financial Analysis, Valuation, Investments, Sales, Insurance, Series 7
Education
IIT - Stuart School of Business 1995 — 1997
MS, Financial Markets and Trading
Illinois Institute of Technology 1984 — 1989
BS, ChE
Niles North 1982 — 1984
Dave Leshuk's First Analysis Experience 1988 - Present
Job Managing Director at First Analysis
Industry Financial Services
Experience
First Analysis 1988 - Present
Skills
Capital Markets, Financial Modeling, Valuation, Investments, Hedge Funds, Alternative Investments, Equity Research, Due Diligence, Equities, Venture Capital, Securities, Financial Analysis
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison
Bachelor of Science (BS)
First Analysis 1988 - Present
Skills
Capital Markets, Financial Modeling, Valuation, Investments, Hedge Funds, Alternative Investments, Equity Research, Due Diligence, Equities, Venture Capital, Securities, Financial Analysis
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison
Bachelor of Science (BS)
Chris Bires, CFA's First Analysis Experience 2002 - 2005
Job Director, Global Distribution at Citadel LLC
Industry Financial Services
Experience
Citadel LLC 2013 - Present
Highbridge Capital 2007 - 2013
JPMorgan Asset Management 2005 - 2007
First Analysis 2002 - 2005
Skills
Alternative Investments, Hedge Funds, Asset Managment, Series 7, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Fixed Income, Equity Research, Valuation, Securities, Bloomberg, Financial Modeling, Mutual Funds, Series 63, Investment Management, Wealth Management, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finanace
The Ohio State University 1989 — 1993
B.S.B.A.
Citadel LLC 2013 - Present
Highbridge Capital 2007 - 2013
JPMorgan Asset Management 2005 - 2007
First Analysis 2002 - 2005
Skills
Alternative Investments, Hedge Funds, Asset Managment, Series 7, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Fixed Income, Equity Research, Valuation, Securities, Bloomberg, Financial Modeling, Mutual Funds, Series 63, Investment Management, Wealth Management, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finanace
The Ohio State University 1989 — 1993
B.S.B.A.
Keith Olsen's First Analysis Experience 1998 - 1999
Job Senior Director Innovation Strategy at McDonald's Corporation
Industry Restaurants
Experience
McDonald's Corporation April 2010 - Present
McDonald's Corporation September 2002 - April 2010
I-Works 1999 - 2001
First Analysis 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
US Navy 1984 - 1991
Skills
Business Strategy, Start-ups, Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance / Accounting
University of Pennsylvania 1980 — 1984
BSe, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Tampa Prep High School
McDonald's Corporation April 2010 - Present
McDonald's Corporation September 2002 - April 2010
I-Works 1999 - 2001
First Analysis 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
US Navy 1984 - 1991
Skills
Business Strategy, Start-ups, Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance / Accounting
University of Pennsylvania 1980 — 1984
BSe, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Tampa Prep High School
Stacy Devine's First Analysis Experience 1992 - 1999
Job Managing Director, Head of Investments, Midwest and Canada at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2010 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Goldman Sachs 2005 - 2007
Deutsche Bank 1999 - 2002
First Analysis 1992 - 1999
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Investment Strategies, Wealth Management, Investments, Investment Advisory, Asset Management, Investment Management, Capital Markets, Private Equity, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance
Drake University 1984 — 1988
Citi Private Bank June 2010 - Present
Barclays Wealth September 2008 - March 2010
Lehman Brothers December 2007 - September 2008
Goldman Sachs 2005 - 2007
Deutsche Bank 1999 - 2002
First Analysis 1992 - 1999
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Equities, Fixed Income, Investment Strategies, Wealth Management, Investments, Investment Advisory, Asset Management, Investment Management, Capital Markets, Private Equity, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance
Drake University 1984 — 1988
Michael Siemplenski's First Analysis Experience June 1983 - Present
Job Managing Director at First Analysis
Industry Investment Banking
Experience
First Analysis June 1983 - Present
First Analysis Securities Corporation 1983 - Present
Calcomp 1982 - 1983
Burroughs Corporation 1978 - 1981
Skills
Series 7, Investment Banking, Financial Analysis, Valuation, Corporate Finance, IPO, Capital Markets, Securities, Start-ups, Equities, Private Equity, Venture Capital
Education
University of Illinois at Chicago 1976 — 1981
MBA, Marketing & Information Systems
Northern Illinois University 1966 — 1970
BA, Political Science, Economics
Weber High School 1962 — 1966
College Prep
First Analysis June 1983 - Present
First Analysis Securities Corporation 1983 - Present
Calcomp 1982 - 1983
Burroughs Corporation 1978 - 1981
Skills
Series 7, Investment Banking, Financial Analysis, Valuation, Corporate Finance, IPO, Capital Markets, Securities, Start-ups, Equities, Private Equity, Venture Capital
Education
University of Illinois at Chicago 1976 — 1981
MBA, Marketing & Information Systems
Northern Illinois University 1966 — 1970
BA, Political Science, Economics
Weber High School 1962 — 1966
College Prep
Steven Bouck's First Analysis Experience May 1986 - February 1998
Job President at Waste Connections, Inc.
Industry Environmental Services
Experience
Waste Connections, Inc. September 2004 - Present
Waste Connections, Inc. February 1998 - September 2004
First Analysis May 1986 - February 1998
Skills
Due Diligence, Financial Analysis, Strategic Planning, Private Equity, Recycling, Financial Modeling, Waste, Forecasting, Sustainability, Environmental Awareness, Budgets, Finance, Contract Negotiation, Corporate Finance, Executive Management, Risk Management, Investments, Start-ups, Business Planning, Management Consulting, Business Development, Business Strategy, New Business Development, Leadership, Venture Capital, Operations Management, Negotiation, Process Improvement, Management, Strategy, Analysis, Entrepreneurship, Cross-functional Team..., Accounting, Corporate Development
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Rensselaer Polytechnic Institute 1979 — 1980
MS, Mechanical Engineering
Waste Connections, Inc. September 2004 - Present
Waste Connections, Inc. February 1998 - September 2004
First Analysis May 1986 - February 1998
Skills
Due Diligence, Financial Analysis, Strategic Planning, Private Equity, Recycling, Financial Modeling, Waste, Forecasting, Sustainability, Environmental Awareness, Budgets, Finance, Contract Negotiation, Corporate Finance, Executive Management, Risk Management, Investments, Start-ups, Business Planning, Management Consulting, Business Development, Business Strategy, New Business Development, Leadership, Venture Capital, Operations Management, Negotiation, Process Improvement, Management, Strategy, Analysis, Entrepreneurship, Cross-functional Team..., Accounting, Corporate Development
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Rensselaer Polytechnic Institute 1979 — 1980
MS, Mechanical Engineering
Greg Chodaczek's First Analysis Experience February 2011 - February 2014
Job Managing Director
Industry Financial Services
Experience
Sterne Agee February 2014 - Present
First Analysis February 2011 - February 2014
Boenning & Scattergood January 2009 - February 2011
Redstone Investment Management January 2007 - November 2008
Northstar Capital Management January 2006 - December 2006
Pilgrim Baxter & Associates August 1998 - December 2005
Scientific Atlanta October 1996 - August 1998
UPS August 1989 - October 1996
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
MS Finance
Villanova University 1985 — 1989
BS, Finance
Sterne Agee February 2014 - Present
First Analysis February 2011 - February 2014
Boenning & Scattergood January 2009 - February 2011
Redstone Investment Management January 2007 - November 2008
Northstar Capital Management January 2006 - December 2006
Pilgrim Baxter & Associates August 1998 - December 2005
Scientific Atlanta October 1996 - August 1998
UPS August 1989 - October 1996
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1996
MS Finance
Villanova University 1985 — 1989
BS, Finance
Philip Newman's First Analysis Experience 2004 - 2006
Job Director of Information Technology
Industry Information Technology and Services
Experience
Latcha + Associates May 2012 - Present
Consultant January 2002 - Present
Personal 2012 - 2015
SpeedShape April 2007 - 2012
First Analysis 2004 - 2006
Skills
Data Center, Network Administration, System Administration, IT Operations, Information Technology, Computer Hardware, Active Directory, Networking, Storage, Windows Server, Servers, VMware, IT Management, NAS, IT Strategy, VMware Infrastructure, Infrastructure, EMC Storage, Disaster Recovery, Start-ups, Server Architecture, SAN, Network Security, Storage Area Networks, Unica, Unica Campaign, Intranet Strategy, VoIP, Cognos, VMware ESX, Virtualization, Datacenter..., Cisco Technologies, Cisco Wireless, cisco, VMware Workstation, IT, IT Solutions, emc, Veeam, LAN-WAN, Barracuda Spam Filter, 3D rendering, Render Farms, CCNA, Microsoft Exchange, IT Project & Program..., IT Security Policies, IT Financial Management, vCenter Server
Education
Columbia College Chicago 2002 — 2004
Bachelors, Digital Media Technology
Michigan State University
Computer Science
Latcha + Associates May 2012 - Present
Consultant January 2002 - Present
Personal 2012 - 2015
SpeedShape April 2007 - 2012
First Analysis 2004 - 2006
Skills
Data Center, Network Administration, System Administration, IT Operations, Information Technology, Computer Hardware, Active Directory, Networking, Storage, Windows Server, Servers, VMware, IT Management, NAS, IT Strategy, VMware Infrastructure, Infrastructure, EMC Storage, Disaster Recovery, Start-ups, Server Architecture, SAN, Network Security, Storage Area Networks, Unica, Unica Campaign, Intranet Strategy, VoIP, Cognos, VMware ESX, Virtualization, Datacenter..., Cisco Technologies, Cisco Wireless, cisco, VMware Workstation, IT, IT Solutions, emc, Veeam, LAN-WAN, Barracuda Spam Filter, 3D rendering, Render Farms, CCNA, Microsoft Exchange, IT Project & Program..., IT Security Policies, IT Financial Management, vCenter Server
Education
Columbia College Chicago 2002 — 2004
Bachelors, Digital Media Technology
Michigan State University
Computer Science
Brian Friedman's First Analysis Experience September 2010 - Present
Job Managing Director at First Analysis
Industry Investment Banking
Experience
First Analysis September 2010 - Present
National Securities 1997 - September 2010
Liberty Hampshire 1995 - 1997
Skills
Investment Banking, Capital Markets, Venture Capital, Valuation, Corporate Finance, Corporate Development, Entrepreneurship, Equities, Financial Markets, IPO, Investments, Mergers, Private Equity, Private Placements, Securities
Education
Illinois Institute of Technology 1994 — 1997
JD/MBA, Finance
University of Iowa 1989 — 1993
BBA, Finance
First Analysis September 2010 - Present
National Securities 1997 - September 2010
Liberty Hampshire 1995 - 1997
Skills
Investment Banking, Capital Markets, Venture Capital, Valuation, Corporate Finance, Corporate Development, Entrepreneurship, Equities, Financial Markets, IPO, Investments, Mergers, Private Equity, Private Placements, Securities
Education
Illinois Institute of Technology 1994 — 1997
JD/MBA, Finance
University of Iowa 1989 — 1993
BBA, Finance
Chuck Zent's First Analysis Experience
Job Managing Director at First Analysis
Industry Financial Services
Experience
First Analysis
Skills
Investments, Equities, Financial Modeling, Asset Management, Valuation, Hedge Funds, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1981 — 1982
Master of Business Administration (M.B.A.)
Amherst College 1977 — 1981
Bachelor's degree
First Analysis
Skills
Investments, Equities, Financial Modeling, Asset Management, Valuation, Hedge Funds, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1981 — 1982
Master of Business Administration (M.B.A.)
Amherst College 1977 — 1981
Bachelor's degree
Tom Swann's First Analysis Experience April 1992 - Present
Job Vice President at First Analysis
Industry Financial Services
Experience
First Analysis April 1992 - Present
The Alcar Group 1984 - 1992
Southern Life 1978 - 1981
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, business
First Analysis April 1992 - Present
The Alcar Group 1984 - 1992
Southern Life 1978 - 1981
Education
Northwestern University - Kellogg School of Management 1981 — 1983
MBA, business
Luke Hannafin's First Analysis Experience July 2010 - September 2014
Job Investment Support Associate at JPMorgan Chase & Co.
Industry Capital Markets
Experience
JPMorgan Chase & Co. January 2015 - Present
First Analysis July 2010 - September 2014
Barnes and Noble October 2007 - July 2010
Charles Schwab 2005 - 2008
Cantor Fitzgerald 2001 - 2004
HSBC 1997 - 1999
Skills
Securities, Series 7, Series 63, Investments, Bloomberg, Management, Equity Trading, Electronic Trading, Trading, Financial Analysis, Alternative Investments, Equities, Portfolio Management
Education
State University of New York at Albany 1988 — 1995
BA, English
JPMorgan Chase & Co. January 2015 - Present
First Analysis July 2010 - September 2014
Barnes and Noble October 2007 - July 2010
Charles Schwab 2005 - 2008
Cantor Fitzgerald 2001 - 2004
HSBC 1997 - 1999
Skills
Securities, Series 7, Series 63, Investments, Bloomberg, Management, Equity Trading, Electronic Trading, Trading, Financial Analysis, Alternative Investments, Equities, Portfolio Management
Education
State University of New York at Albany 1988 — 1995
BA, English
Shulin Kang's First Analysis Experience June 2011 - Present
Job Application Developer
Industry Computer Software
Experience
First Analysis June 2011 - Present
Loyola University Chicago August 2010 - May 2011
Symantosoft Inc July 2010 - September 2010
Chiropractic Health Center January 2010 - May 2010
Skills
LINQ, C#, Microsoft SQL Server, jQuery, ASP.NET, Databases, Visual Basic, ASP, VBScript, JavaScript, .NET
Education
Loyola University Chicago 2009 — 2011
Master, Software Technology
Beijing Normal University 2006 — 2009
M.Ed, Technical Education
Huazhong Normal University 2002 — 2006
Bachelor, Education
First Analysis June 2011 - Present
Loyola University Chicago August 2010 - May 2011
Symantosoft Inc July 2010 - September 2010
Chiropractic Health Center January 2010 - May 2010
Skills
LINQ, C#, Microsoft SQL Server, jQuery, ASP.NET, Databases, Visual Basic, ASP, VBScript, JavaScript, .NET
Education
Loyola University Chicago 2009 — 2011
Master, Software Technology
Beijing Normal University 2006 — 2009
M.Ed, Technical Education
Huazhong Normal University 2002 — 2006
Bachelor, Education
Aaron Bopp's First Analysis Experience 2006 - 2007
Job Director, Fidelity Business Consulting at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
Fidelity Investments June 2015 - Present
L.E.K. Consulting September 2012 - May 2015
Morgan Stanley June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Emerging Markets Private Equity Association September 2009 - May 2010
Bank of America May 2007 - May 2009
First Analysis 2006 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Economics, Financial Analysis, Analysis, Strategy, Management Consulting, Corporate Finance, Emerging Markets, Data Analysis, Quantitative Analytics, Bloomberg Terminal, Business Strategy, Due Diligence, International Economics, Latin America, Macroeconomics, Policy Analysis, International..., Project Management, Team Leadership, Competitive Analysis, Growth Strategies, Mergers & Acquisitions, Strategic Planning, Market Research, Business Development, Analytics, Leadership, Financial Services
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2012
Master of Arts (M.A.), International Relations and Affairs
Indiana University Bloomington 1999 — 2004
BA/BS, Finance, Economics, Political Science
DAVID SKRZYNIARZ's First Analysis Experience August 2002 - Present
Job INSTITUTIONAL TRADING OPERATIONS MGR at First Analysis
Industry Financial Services
Experience
First Analysis August 2002 - Present
TD Ameritrade 1997 - 2001
Fidelity Investments September 1993 - May 1997
Skills
Trading, Series 7, Equities, Securities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Series 63, Derivatives, Bloomberg, FINRA, Alternative Investments, Electronic Trading, Asset Management, Series 9, 10 and 14 as..., Series 55
Education
Dominican University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, A
First Analysis August 2002 - Present
TD Ameritrade 1997 - 2001
Fidelity Investments September 1993 - May 1997
Skills
Trading, Series 7, Equities, Securities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Series 63, Derivatives, Bloomberg, FINRA, Alternative Investments, Electronic Trading, Asset Management, Series 9, 10 and 14 as..., Series 55
Education
Dominican University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, A
Allan Cohen's First Analysis Experience 1992 - 2007
Job
Industry
Experience
advocate lutheran general hospital 2012 - Present
a.h.cohen&assoc, inc. 2008 - Present
Doe & Ingalls 2007 - 2012
EraGen 2003 - 2011
IGI RTAPE 2007 - 2010
Intertape Polymer Group 2007 - 2010
mCubed OfficesDirector 1998 - 2009
MCubed 1998 - 2009
Hercules January 2008 - November 2008
First Analysis 1992 - 2007
Skills
Mergers, New Business Development, Pharmaceutical Industry, Biotechnology, Lifesciences, R&D, Technology Transfer, Market Development, Management, Product Development, Cross-functional Team..., Mergers & Acquisitions, Chemistry, Competitive Analysis, Commercialization, Polymers, Analytical Chemistry, Coatings, Manufacturing, GMP, Plastics, Private Equity
Education
University of Chicago 1976 — 1983
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1968 — 1973
PhD, Chemistry
State University of New York College at Buffalo 1965 — 1968
BA, chemistry
City University of New York-Brooklyn College 1963 — 1965
chemistry
advocate lutheran general hospital 2012 - Present
a.h.cohen&assoc, inc. 2008 - Present
Doe & Ingalls 2007 - 2012
EraGen 2003 - 2011
IGI RTAPE 2007 - 2010
Intertape Polymer Group 2007 - 2010
mCubed OfficesDirector 1998 - 2009
MCubed 1998 - 2009
Hercules January 2008 - November 2008
First Analysis 1992 - 2007
Skills
Mergers, New Business Development, Pharmaceutical Industry, Biotechnology, Lifesciences, R&D, Technology Transfer, Market Development, Management, Product Development, Cross-functional Team..., Mergers & Acquisitions, Chemistry, Competitive Analysis, Commercialization, Polymers, Analytical Chemistry, Coatings, Manufacturing, GMP, Plastics, Private Equity
Education
University of Chicago 1976 — 1983
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1968 — 1973
PhD, Chemistry
State University of New York College at Buffalo 1965 — 1968
BA, chemistry
City University of New York-Brooklyn College 1963 — 1965
chemistry
Jerry Barmore's First Analysis Experience OwnerBarmore Photography1996 - 2014
Job writer/researcher at First Analysis
Industry Financial Services
Experience
First Analysis OwnerBarmore Photography1996 - 2014
Skills
Research
Education
Ball State University
First Analysis OwnerBarmore Photography1996 - 2014
Skills
Research
Education
Ball State University
john tiahnybik's First Analysis Experience 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
First Analysis 2013 - Present
Self Employed January 2015 - September 2015
Goldman Sachs 1998 - 2012
Paine Webber 1997 - 1998
First Options of Chicago 1988 - 1997
Independent 1987 - 1988
First Options of Chicago 1985 - 1987
Skills
Worked on a financial..., Executed stock,option..., Executed company..., Worked extensively..., Equity Trading, Series 7, Electronic Trading, Trading Systems, Derivatives, Equities, Options, Fixed Income, Trading, Equity Derivatives, Commodity, Client, Mutual Funds, FINRA, Bonds, Prime Brokerage, Financial Services, Hedge Funds, Securities
Education
Loyola Academy 1979 — 1983
DePaul University
Associates, Finance, General
First Analysis 2013 - Present
Self Employed January 2015 - September 2015
Goldman Sachs 1998 - 2012
Paine Webber 1997 - 1998
First Options of Chicago 1988 - 1997
Independent 1987 - 1988
First Options of Chicago 1985 - 1987
Skills
Worked on a financial..., Executed stock,option..., Executed company..., Worked extensively..., Equity Trading, Series 7, Electronic Trading, Trading Systems, Derivatives, Equities, Options, Fixed Income, Trading, Equity Derivatives, Commodity, Client, Mutual Funds, FINRA, Bonds, Prime Brokerage, Financial Services, Hedge Funds, Securities
Education
Loyola Academy 1979 — 1983
DePaul University
Associates, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY