Fox-Pitt, Kelton
Industry: Investment banking company
DescriptionFox-Pitt Kelton Cochran Caronia Waller was an investment bank focused on mergers and acquisitions advisory services, private placements of debt and equity as well as equity research. FPK specialised in transactions involving financial institutions and financial services companies. Founded: 1971 Number of employees: 285 Founders: Robin Kelton, Oliver Fox-Pitt Parent organizations: Swiss Re (former), J.C. Flowers & Co. (former), Macquarie Group (current) Headquarters: London, United Kingdom, New York City, NY Subsidiary: Fox-Pitt, Kelton Limited
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Fox-Pitt, Kelton Employees
Employee
Years
Job
Industry
Barry Hayes Barry Hayes's Fox-Pitt, Kelton Experience September 1990 - June 1991
Job RETIRED
Industry Information Technology and Services
Experience
at home August 2011 - Present
JPMorgan Chase December 1996 - July 2011
Consultant September 1996 - December 1996
Citibank June 1994 - September 1996
Practicing Law Institute March 1993 - June 1994
Consultant June 1991 - March 1993
Fox-Pitt, Kelton September 1990 - June 1991
Merrill Lynch September 1984 - September 1990
Russell & Company October 1982 - August 1984
Skills
Vendor Management, Business Continuity, Asset Managment, Incident Management, Disaster Recovery, Service Delivery, IT Management, IT Operations, Business Analysis, Program Management, IT Strategy, Process Improvement, ITIL, Hardware, Active Directory, Networking, XP, Servers, Asset Management, Integration, System Administration, Management, Technical Support, Help Desk Support, System Deployment, Training, Infrastructure, Visio, Windows, Access, Databases, Software Documentation, Testing, Software Installation, Security, Data Center, Outsourcing, HP, Leadership, WAN, IT Service Management, PMO, Enterprise Architecture, Information Technology, Project Portfolio..., PMP, Windows XP, Operating Systems, Project Delivery, SLA
Education
State University of New York at Stony Brook 1973 — 1975
B.S, Psychology
at home August 2011 - Present
JPMorgan Chase December 1996 - July 2011
Consultant September 1996 - December 1996
Citibank June 1994 - September 1996
Practicing Law Institute March 1993 - June 1994
Consultant June 1991 - March 1993
Fox-Pitt, Kelton September 1990 - June 1991
Merrill Lynch September 1984 - September 1990
Russell & Company October 1982 - August 1984
Skills
Vendor Management, Business Continuity, Asset Managment, Incident Management, Disaster Recovery, Service Delivery, IT Management, IT Operations, Business Analysis, Program Management, IT Strategy, Process Improvement, ITIL, Hardware, Active Directory, Networking, XP, Servers, Asset Management, Integration, System Administration, Management, Technical Support, Help Desk Support, System Deployment, Training, Infrastructure, Visio, Windows, Access, Databases, Software Documentation, Testing, Software Installation, Security, Data Center, Outsourcing, HP, Leadership, WAN, IT Service Management, PMO, Enterprise Architecture, Information Technology, Project Portfolio..., PMP, Windows XP, Operating Systems, Project Delivery, SLA
Education
State University of New York at Stony Brook 1973 — 1975
B.S, Psychology
Sudeep Singh, CFA's Fox-Pitt, Kelton Experience January 2001 - 2002
Job Vice President, Acquisitions & Business Development at United Surgical Partners International, Inc
Industry Hospital & Health Care
Experience
United Surgical Partners International, Inc April 2014 - Present
Credit Suisse May 2011 - December 2013
Deutsche Bank April 2010 - May 2011
Deutsche Bank June 2005 - April 2010
BTS USA February 2002 - May 2003
Fox-Pitt, Kelton January 2001 - 2002
Inka.net December 1999 - January 2001
Skills
Investment Banking, Equity Research, Equities, Mergers, Derivatives, Strategy, Mergers & Acquisitions, Financial Services, Finance, Management Consulting, Analysis, Financial Modeling, Cross-functional Team..., Executive Management, Due Diligence, Valuation, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Finance
Cornell University 1995 — 1999
BA, Economics & Government
United Surgical Partners International, Inc April 2014 - Present
Credit Suisse May 2011 - December 2013
Deutsche Bank April 2010 - May 2011
Deutsche Bank June 2005 - April 2010
BTS USA February 2002 - May 2003
Fox-Pitt, Kelton January 2001 - 2002
Inka.net December 1999 - January 2001
Skills
Investment Banking, Equity Research, Equities, Mergers, Derivatives, Strategy, Mergers & Acquisitions, Financial Services, Finance, Management Consulting, Analysis, Financial Modeling, Cross-functional Team..., Executive Management, Due Diligence, Valuation, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Finance
Cornell University 1995 — 1999
BA, Economics & Government
Sam Das Sam Das's Fox-Pitt, Kelton Experience July 2003 - February 2004
Job Founder and CEO of Wherewithal LLC
Industry Financial Services
Experience
Wherewithal LLC February 2011 - Present
Houlihan Lokey Howard & Zukin February 2004 - June 2010
Fox-Pitt, Kelton July 2003 - February 2004
Fox-Pitt, Kelton July 2000 - July 2003
Skills
Investment Banking, Financial Modeling, Finance, Entrepreneurship, Start-ups, New Business Development, Corporate Finance, Financial Institutions, Negotiation, Valuation, M&A execution, M&A Modeling, Investments, Capital Markets, Equities, Financial Services, Private Equity, Due Diligence, Business Valuation, Strategy, Financial Markets, Venture Capital, Mergers & Acquisitions, Investment Management, Asset Management
Education
Brown University 1996 — 2000
B.A., Applied Mathematics
Wherewithal LLC February 2011 - Present
Houlihan Lokey Howard & Zukin February 2004 - June 2010
Fox-Pitt, Kelton July 2003 - February 2004
Fox-Pitt, Kelton July 2000 - July 2003
Skills
Investment Banking, Financial Modeling, Finance, Entrepreneurship, Start-ups, New Business Development, Corporate Finance, Financial Institutions, Negotiation, Valuation, M&A execution, M&A Modeling, Investments, Capital Markets, Equities, Financial Services, Private Equity, Due Diligence, Business Valuation, Strategy, Financial Markets, Venture Capital, Mergers & Acquisitions, Investment Management, Asset Management
Education
Brown University 1996 — 2000
B.A., Applied Mathematics
Reilly Tierney Reilly Tierney's Fox-Pitt, Kelton Experience June 1997 - March 2004
Job Analyst at Boston Provident L.P.
Industry Financial Services
Experience
Boston Provident L.P. February 2014 - Present
Discere Investments January 2013 - January 2014
Diamondback Capital September 2011 - June 2012
Arrowhawk Capital Partners April 2010 - August 2011
Cambridge Place Investment Management October 2005 - March 2010
Level Global Investors April 2004 - September 2005
Fox-Pitt, Kelton June 1997 - March 2004
Duff & Phelps Credit Rating Company January 1995 - June 1997
The Fuji Bank, Ltd. April 1993 - January 1995
The Kyowa Bank, Ltd. January 1988 - July 1990
Skills
Portfolio Management, Equity Research, Finance, Hedge Funds, Investments, Credit Analysis, Trading, Equities, Banking, Investment Banking, Credit, Mergers & Acquisitions, Mutual Funds, Securities, Capital Markets
Education
University of Virginia Darden School of Business 1990 — 1992
Master of Business Administration (MBA)
Northwestern University 1983 — 1987
Bachelor of Arts (BA), History
Boston Provident L.P. February 2014 - Present
Discere Investments January 2013 - January 2014
Diamondback Capital September 2011 - June 2012
Arrowhawk Capital Partners April 2010 - August 2011
Cambridge Place Investment Management October 2005 - March 2010
Level Global Investors April 2004 - September 2005
Fox-Pitt, Kelton June 1997 - March 2004
Duff & Phelps Credit Rating Company January 1995 - June 1997
The Fuji Bank, Ltd. April 1993 - January 1995
The Kyowa Bank, Ltd. January 1988 - July 1990
Skills
Portfolio Management, Equity Research, Finance, Hedge Funds, Investments, Credit Analysis, Trading, Equities, Banking, Investment Banking, Credit, Mergers & Acquisitions, Mutual Funds, Securities, Capital Markets
Education
University of Virginia Darden School of Business 1990 — 1992
Master of Business Administration (MBA)
Northwestern University 1983 — 1987
Bachelor of Arts (BA), History
Dana Kanze Dana Kanze's Fox-Pitt, Kelton Experience May 2000 - August 2000
Job Doctoral Fellow at Columbia Business School
Industry Higher Education
Experience
Columbia Business School September 2014 - Present
Moonit Labs September 2009 - September 2014
Winterberry Group / Petsky Prunier May 2006 - May 2009
Citigroup July 2001 - May 2006
Fox-Pitt, Kelton May 2000 - August 2000
Client Number 9: The Rise and Fall of Eliot Spitzer 2000 - 2000
Skills
Financial Analysis, Entrepreneurship, Social Media, Business Strategy, Online Marketing, Strategic Planning, Start-ups, SEO, Leadership, Strategy, Mobile Devices, Mergers & Acquisitions, Mobile Applications, Product Management, Strategic Partnerships, E-commerce, Analytics, Marketing, Venture Capital, Digital Media, Digital Marketing
Education
Columbia University - Columbia Business School 2014 — 2019
Doctor of Philosophy (Ph.D.), Entrepreneurship/Entrepreneurial Studies
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Management, Magna Cum Laude
Università Commerciale 'Luigi Bocconi' 2000 — 2001
La gestione delle piccole e media imprese, Trenta e Lode
Columbia Business School September 2014 - Present
Moonit Labs September 2009 - September 2014
Winterberry Group / Petsky Prunier May 2006 - May 2009
Citigroup July 2001 - May 2006
Fox-Pitt, Kelton May 2000 - August 2000
Client Number 9: The Rise and Fall of Eliot Spitzer 2000 - 2000
Skills
Financial Analysis, Entrepreneurship, Social Media, Business Strategy, Online Marketing, Strategic Planning, Start-ups, SEO, Leadership, Strategy, Mobile Devices, Mergers & Acquisitions, Mobile Applications, Product Management, Strategic Partnerships, E-commerce, Analytics, Marketing, Venture Capital, Digital Media, Digital Marketing
Education
Columbia University - Columbia Business School 2014 — 2019
Doctor of Philosophy (Ph.D.), Entrepreneurship/Entrepreneurial Studies
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Management, Magna Cum Laude
Università Commerciale 'Luigi Bocconi' 2000 — 2001
La gestione delle piccole e media imprese, Trenta e Lode
Christopher Lloyd Christopher Lloyd's Fox-Pitt, Kelton Experience June 2009 - July 2009
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2015 - Present
Hedge Fund December 2014 - February 2015
BNP Paribas February 2014 - December 2014
Lazard February 2012 - January 2014
Keefe, Bruyette & Woods August 2009 - December 2010
Fox-Pitt, Kelton June 2009 - July 2009
Keefe, Bruyette & Woods May 2008 - August 2008
UBS Wealth Management May 2005 - June 2005
Skills
Research, Excel, Bloomberg, PowerPoint, Equities, Financial Modeling, Equity Research, Series 7, Economics, Financial Analysis, Factset, SPSS, Banking, Equity Valuation, Bloomberg Terminal, Quantitative Analysis, Series 63, FIG, Structured Products, ETFs, Microsoft Excel, Financial Services, Asset Allocation, FINRA, Alternative Investments, Securities, Investment Strategies, Options, Asset Management, Capital Markets, Financial Institutions, Valuation, Corporate Finance
Education
Hamilton College 2005 — 2009
Economics
Moorestown Friends School 1992 — 2005
HS Diploma
Deutsche Bank August 2015 - Present
Hedge Fund December 2014 - February 2015
BNP Paribas February 2014 - December 2014
Lazard February 2012 - January 2014
Keefe, Bruyette & Woods August 2009 - December 2010
Fox-Pitt, Kelton June 2009 - July 2009
Keefe, Bruyette & Woods May 2008 - August 2008
UBS Wealth Management May 2005 - June 2005
Skills
Research, Excel, Bloomberg, PowerPoint, Equities, Financial Modeling, Equity Research, Series 7, Economics, Financial Analysis, Factset, SPSS, Banking, Equity Valuation, Bloomberg Terminal, Quantitative Analysis, Series 63, FIG, Structured Products, ETFs, Microsoft Excel, Financial Services, Asset Allocation, FINRA, Alternative Investments, Securities, Investment Strategies, Options, Asset Management, Capital Markets, Financial Institutions, Valuation, Corporate Finance
Education
Hamilton College 2005 — 2009
Economics
Moorestown Friends School 1992 — 2005
HS Diploma
Daniel G. Lee's Fox-Pitt, Kelton Experience 2005 - 2008
Job Fundraising
Industry Venture Capital & Private Equity
Experience
Aethon Energy May 2015 - Present
Aquiline Capital Partners January 2013 - May 2015
Falconhead Capital 2011 - 2013
Boutique Advisory Firm 2009 - 2010
Fox-Pitt, Kelton 2005 - 2008
Century Capital Management June 2004 - August 2004
Skills
Investor Relations, Private Equity, Alternative Investments, Hedge Funds, Venture Capital, Fundraising, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Equities, Private Placements, Securities, Fund Of Funds, Financial Services, Business Development, Capital Raising, Investment Banking
Education
Saint Lawrence University
BA, Government, Religious Studies
Governor's Academy (formerly Governor Dummer Academy)
Aethon Energy May 2015 - Present
Aquiline Capital Partners January 2013 - May 2015
Falconhead Capital 2011 - 2013
Boutique Advisory Firm 2009 - 2010
Fox-Pitt, Kelton 2005 - 2008
Century Capital Management June 2004 - August 2004
Skills
Investor Relations, Private Equity, Alternative Investments, Hedge Funds, Venture Capital, Fundraising, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Equities, Private Placements, Securities, Fund Of Funds, Financial Services, Business Development, Capital Raising, Investment Banking
Education
Saint Lawrence University
BA, Government, Religious Studies
Governor's Academy (formerly Governor Dummer Academy)
Grant Tolson Grant Tolson's Fox-Pitt, Kelton Experience 2005 - 2006
Job Managing Director, Financial Institutions Group at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2010 - Present
Sonenshine Partners 2008 - 2010
JPMorgan 2006 - 2008
Fox-Pitt, Kelton 2005 - 2006
Citigroup 1997 - 2005
Education
Columbia University - Columbia Business School
MBA
Columbia University - School of International and Public Affairs
MIA
Culver Military Academy / Summer Naval School
Company Commander
Duke University
Park Tudor School
HS
RBC Capital Markets 2010 - Present
Sonenshine Partners 2008 - 2010
JPMorgan 2006 - 2008
Fox-Pitt, Kelton 2005 - 2006
Citigroup 1997 - 2005
Education
Columbia University - Columbia Business School
MBA
Columbia University - School of International and Public Affairs
MIA
Culver Military Academy / Summer Naval School
Company Commander
Duke University
Park Tudor School
HS
Glenn Moschella Glenn Moschella's Fox-Pitt, Kelton Experience March 1995 - December 2009
Job Managing Partner at GMPM Enterprises LLC
Industry Investment Banking
Experience
GMPM Enterprises LLC September 2012 - Present
Dahlman Rose & Co. February 2010 - March 2011
Fox-Pitt, Kelton March 1995 - December 2009
Smith Barney Shearson (Citi Group) September 1993 - March 1995
Lehman Brothers January 1987 - September 1993
Drexel Burnham Lambert May 1985 - January 1987
Skills
Electronic Trading, Trading Systems, Series 7, Fidessa, Stocks, Equity Trading, Bloomberg, Customer Relations, Order Management, ETFs, Series 63, series 55, series 24, Trading Strategies, FINRA, Equities, Series 24, Trading, Market Data, Securities, Hedge Funds, Bonds, Equity Research, Capital Markets, Financial Markets, Equity Derivatives, Investment Banking, Asset Management, Fixed Income, Customer Service
Education
Monmouth University 1981 — 1985
BS, Finance(Major), Management (Minor)
GMPM Enterprises LLC September 2012 - Present
Dahlman Rose & Co. February 2010 - March 2011
Fox-Pitt, Kelton March 1995 - December 2009
Smith Barney Shearson (Citi Group) September 1993 - March 1995
Lehman Brothers January 1987 - September 1993
Drexel Burnham Lambert May 1985 - January 1987
Skills
Electronic Trading, Trading Systems, Series 7, Fidessa, Stocks, Equity Trading, Bloomberg, Customer Relations, Order Management, ETFs, Series 63, series 55, series 24, Trading Strategies, FINRA, Equities, Series 24, Trading, Market Data, Securities, Hedge Funds, Bonds, Equity Research, Capital Markets, Financial Markets, Equity Derivatives, Investment Banking, Asset Management, Fixed Income, Customer Service
Education
Monmouth University 1981 — 1985
BS, Finance(Major), Management (Minor)
Paul Daday Paul Daday's Fox-Pitt, Kelton Experience July 2006 - July 2009
Job Vice President Investment Banking at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi August 2011 - December 2014
Citi June 2010 - August 2010
Fox-Pitt, Kelton July 2006 - July 2009
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Emphases in Finance & Corporate Strategy
University of Notre Dame 2004 — 2006
Master of Education, Middle School Math
University of Notre Dame 2000 — 2004
Bachelor of Science, Dual Degree: Math & Economics
Citi January 2015 - Present
Citi August 2011 - December 2014
Citi June 2010 - August 2010
Fox-Pitt, Kelton July 2006 - July 2009
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Emphases in Finance & Corporate Strategy
University of Notre Dame 2004 — 2006
Master of Education, Middle School Math
University of Notre Dame 2000 — 2004
Bachelor of Science, Dual Degree: Math & Economics
Hubert Kulikowski Hubert Kulikowski's Fox-Pitt, Kelton Experience 2001 - 2003
Job Director of Strategy at Susquehanna Bancshares, Inc.
Industry Financial Services
Experience
Susquehanna Bancshares, Inc. January 2014 - Present
Federal Reserve Board of Governors January 2010 - December 2013
PricewaterhouseCoopers Poland 2004 - January 2010
Fox-Pitt, Kelton 2001 - 2003
A.M. Best Company July 1999 - January 2001
Coopers & Lybrand January 1997 - October 1998
Federal Reserve Bank of Boston May 1994 - December 1996
DHL 1991 - 1992
WorldTeach 1990 - 1991
Massachusetts Institute of Technology 1988 - 1991
Skills
Financial Modeling, Financial Analysis, Valuation, Capital Markets, Due Diligence, Corporate Finance, Banking, Private Equity, Strategy, Finance, Mergers, Restructuring, Investment Banking, Equities, Credit Risk, Management Consulting, Mergers & Acquisitions, Risk Management, Derivatives, Financial Markets, Structured Finance, Emerging Markets, Leadership, Investments, Financial Risk, Portfolio Management, Financial Services, Asset Management, Credit, Analysis, Internal Controls, Start-ups, Internal Audit, Economics, Accounting, Management, Enterprise Risk..., Auditing, Loans, Commercial Banking, Project Finance, Basel II, Market Risk, Financial Institutions, Corporate Governance, AML, Operational Risk, Fixed Income, Financial Regulation, Bloomberg
Education
Tufts University - The Fletcher School of Law and Diplomacy 1992 — 1994
MALD, International Monetary Theory and Policy / Business
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1984
1984
Hamden High School
Susquehanna Bancshares, Inc. January 2014 - Present
Federal Reserve Board of Governors January 2010 - December 2013
PricewaterhouseCoopers Poland 2004 - January 2010
Fox-Pitt, Kelton 2001 - 2003
A.M. Best Company July 1999 - January 2001
Coopers & Lybrand January 1997 - October 1998
Federal Reserve Bank of Boston May 1994 - December 1996
DHL 1991 - 1992
WorldTeach 1990 - 1991
Massachusetts Institute of Technology 1988 - 1991
Skills
Financial Modeling, Financial Analysis, Valuation, Capital Markets, Due Diligence, Corporate Finance, Banking, Private Equity, Strategy, Finance, Mergers, Restructuring, Investment Banking, Equities, Credit Risk, Management Consulting, Mergers & Acquisitions, Risk Management, Derivatives, Financial Markets, Structured Finance, Emerging Markets, Leadership, Investments, Financial Risk, Portfolio Management, Financial Services, Asset Management, Credit, Analysis, Internal Controls, Start-ups, Internal Audit, Economics, Accounting, Management, Enterprise Risk..., Auditing, Loans, Commercial Banking, Project Finance, Basel II, Market Risk, Financial Institutions, Corporate Governance, AML, Operational Risk, Fixed Income, Financial Regulation, Bloomberg
Education
Tufts University - The Fletcher School of Law and Diplomacy 1992 — 1994
MALD, International Monetary Theory and Policy / Business
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1984
1984
Hamden High School
Shane (Ruth) Meredith, CPA's Fox-Pitt, Kelton Experience 2001 - 2003
Job Senior Consultant at Meridian Compensation Partners, LLC
Industry Management Consulting
Experience
Meridian Compensation Partners, LLC July 2013 - Present
The Delves Group August 2011 - July 2013
Analysis Group 2008 - 2010
The Zambezi.com 2005 - 2006
Outward Bound 2004 - 2005
Fox-Pitt, Kelton 2001 - 2003
Skills
Due Diligence, Corporate Governance, Financial Modeling, Governance, Financial Analysis, Executive Pay, Business Strategy, Start-ups, Restructuring, Investment Banking, Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Economics, Entrepreneurship and Marketing, High Honors
Cornell University 1997 — 2001
BA, Economics, cum laude
Meridian Compensation Partners, LLC July 2013 - Present
The Delves Group August 2011 - July 2013
Analysis Group 2008 - 2010
The Zambezi.com 2005 - 2006
Outward Bound 2004 - 2005
Fox-Pitt, Kelton 2001 - 2003
Skills
Due Diligence, Corporate Governance, Financial Modeling, Governance, Financial Analysis, Executive Pay, Business Strategy, Start-ups, Restructuring, Investment Banking, Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Economics, Entrepreneurship and Marketing, High Honors
Cornell University 1997 — 2001
BA, Economics, cum laude
Mikael van Loon Mikael van Loon's Fox-Pitt, Kelton Experience April 1999 - June 2000
Job
Industry Internet
Experience
InsuranceBrokers.com February 2013 - Present
Townsgate Media June 2012 - Present
Domain Development Corporation July 2010 - Present
Passport Capital July 2008 - July 2010
Quantitative BioEquities, LLC September 2005 - July 2008
Four Mile Partners LLC / Four Mile Ventures July 2002 - September 2005
C. K. Cooper & Co. August 2003 - August 2004
Banc of America Securities LLC June 2000 - June 2002
Fox-Pitt, Kelton April 1999 - June 2000
Skills
Mergers, Asset Management, Venture Capital, Strategic Planning, Budgeting, Mergers & Acquisitions, Strategy, Capital Raising, Asset Managment, Budgets, Marketing, Private Equity, Strategic Partnerships, Investments, Entrepreneurship, New Business Development, Capital Markets, Business Strategy, Finance
Education
University of Pennsylvania 1994 — 1999
BS Economics
University of Pennsylvania - The Wharton School 1994 — 1999
BS
Boulder High School
InsuranceBrokers.com February 2013 - Present
Townsgate Media June 2012 - Present
Domain Development Corporation July 2010 - Present
Passport Capital July 2008 - July 2010
Quantitative BioEquities, LLC September 2005 - July 2008
Four Mile Partners LLC / Four Mile Ventures July 2002 - September 2005
C. K. Cooper & Co. August 2003 - August 2004
Banc of America Securities LLC June 2000 - June 2002
Fox-Pitt, Kelton April 1999 - June 2000
Skills
Mergers, Asset Management, Venture Capital, Strategic Planning, Budgeting, Mergers & Acquisitions, Strategy, Capital Raising, Asset Managment, Budgets, Marketing, Private Equity, Strategic Partnerships, Investments, Entrepreneurship, New Business Development, Capital Markets, Business Strategy, Finance
Education
University of Pennsylvania 1994 — 1999
BS Economics
University of Pennsylvania - The Wharton School 1994 — 1999
BS
Boulder High School
Maureen Lambert Maureen Lambert's Fox-Pitt, Kelton Experience May 2008 - November 2009
Job Associate
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. November 2009 - Present
FITiST April 2014 - August 2014
St Gregory the Great Catholic School August 2009 - May 2010
Fox-Pitt, Kelton May 2008 - November 2009
Cochran Caronia Waller September 2006 - May 2008
Skills
Investment Banking, Financial Modeling, Risk Management, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Corporate Finance, Equities, Derivatives, Financial Structuring, Budget Management, Excel Dashboards, Excel Models, Excel Pivot, Microsoft Excel
Education
DePaul University 2008 — 2010
Masters of Education, Counseling
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, Psychology & Sociology
Macquarie Capital (USA) Inc. November 2009 - Present
FITiST April 2014 - August 2014
St Gregory the Great Catholic School August 2009 - May 2010
Fox-Pitt, Kelton May 2008 - November 2009
Cochran Caronia Waller September 2006 - May 2008
Skills
Investment Banking, Financial Modeling, Risk Management, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Corporate Finance, Equities, Derivatives, Financial Structuring, Budget Management, Excel Dashboards, Excel Models, Excel Pivot, Microsoft Excel
Education
DePaul University 2008 — 2010
Masters of Education, Counseling
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, Psychology & Sociology
Renée (Castelo) DePaco Renée (Castelo) DePaco's Fox-Pitt, Kelton Experience May 2002 - July 2003
Job Business Operations Manager at Sync Health Solutions
Industry Retail
Experience
Sync Health Solutions LLC August 2013 - October 2014
Gap Inc. April 2010 - December 2011
Macy's West July 2008 - July 2009
Macy's West May 2006 - July 2008
Macy's West May 2005 - May 2006
Macy's West April 2004 - May 2005
Macy's West July 2003 - April 2004
Fox-Pitt, Kelton May 2002 - July 2003
12 Entrepreneuring, Inc. August 2001 - January 2002
Education
Golden Gate University 2002 — 2011
M.S., Marketing
Saint John's University 1999 — 2001
B.A., Economics
Santa Barbara City College 1997 — 1999
A.A., Liberal Arts
San Marcos High School 1996 — 1997
Bishop Garcia Diego High School 1993 — 1996
Sync Health Solutions LLC August 2013 - October 2014
Gap Inc. April 2010 - December 2011
Macy's West July 2008 - July 2009
Macy's West May 2006 - July 2008
Macy's West May 2005 - May 2006
Macy's West April 2004 - May 2005
Macy's West July 2003 - April 2004
Fox-Pitt, Kelton May 2002 - July 2003
12 Entrepreneuring, Inc. August 2001 - January 2002
Education
Golden Gate University 2002 — 2011
M.S., Marketing
Saint John's University 1999 — 2001
B.A., Economics
Santa Barbara City College 1997 — 1999
A.A., Liberal Arts
San Marcos High School 1996 — 1997
Bishop Garcia Diego High School 1993 — 1996
Eugene Koysman Eugene Koysman's Fox-Pitt, Kelton Experience June 2008 - November 2009
Job Vice President at Barclays (Equity Research / U.S. Banks)
Industry Research
Experience
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Andrew Marquardt Andrew Marquardt's Fox-Pitt, Kelton Experience September 2005 - December 2009
Job Managing Director at BlackRock
Industry Investment Banking
Experience
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
Myra Bartalos Myra Bartalos's Fox-Pitt, Kelton Experience April 2002 - June 2003
Job Marketing and Communications Pro | Head of Marketing at kasina
Industry Financial Services
Experience
kasina, a DST Company April 2014 - Present
Marketing Communications Consultant July 2013 - Present
AIG September 2010 - June 2013
AIG October 2007 - September 2010
Fox-Pitt, Kelton April 2002 - June 2003
Swiss Re May 2001 - April 2002
Putnam Lovell NBF 1999 - 2001
Skills
Marketing Communications, Digital Marketing, Content Marketing, Corporate Communications, Integrated Marketing, Content Management, Event Management, Strategic Communications, Public Relations, Marketing Strategy, Photoshop, Team Management, Organizational..., Result Oriented, Customer Satisfaction, B2B Marketing Strategy, Internal & External..., HTML, Change Communications, CSS
Education
Columbia University - School of International and Public Affairs
MIA, International Banking and Finance
Tufts University
BA, Political Science
Institut d'Etudes politiques de Paris
International Relations and Affairs
kasina, a DST Company April 2014 - Present
Marketing Communications Consultant July 2013 - Present
AIG September 2010 - June 2013
AIG October 2007 - September 2010
Fox-Pitt, Kelton April 2002 - June 2003
Swiss Re May 2001 - April 2002
Putnam Lovell NBF 1999 - 2001
Skills
Marketing Communications, Digital Marketing, Content Marketing, Corporate Communications, Integrated Marketing, Content Management, Event Management, Strategic Communications, Public Relations, Marketing Strategy, Photoshop, Team Management, Organizational..., Result Oriented, Customer Satisfaction, B2B Marketing Strategy, Internal & External..., HTML, Change Communications, CSS
Education
Columbia University - School of International and Public Affairs
MIA, International Banking and Finance
Tufts University
BA, Political Science
Institut d'Etudes politiques de Paris
International Relations and Affairs
Grace Lai's Fox-Pitt, Kelton Experience January 1987 - December 1987
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2014 - Present
Deutsche Bank November 2012 - Present
Deutsche Bank 2001 - October 2012
Deutsche Bank / Bankers Trust 1988 - 2000
Fox-Pitt, Kelton January 1987 - December 1987
Skills
Program Management, Governance, Information Technology, IT Strategy, Business Intelligence, Business Analysis, Strategy, SDLC, Management, Vendor Management, Leadership, Portfolio Management, SWIFT payments, Outsourcing, IT Management
Education
London Business School 2010 — 2011
Executive Management Education Program
Baruch College, City University of New York 1983 — 1987
BBA, Computer Information Systems, GPA 3.92 (summa cum laude)
True Light Girls' College, Hong Kong 1977 — 1983
JPMorgan Chase May 2014 - Present
Deutsche Bank November 2012 - Present
Deutsche Bank 2001 - October 2012
Deutsche Bank / Bankers Trust 1988 - 2000
Fox-Pitt, Kelton January 1987 - December 1987
Skills
Program Management, Governance, Information Technology, IT Strategy, Business Intelligence, Business Analysis, Strategy, SDLC, Management, Vendor Management, Leadership, Portfolio Management, SWIFT payments, Outsourcing, IT Management
Education
London Business School 2010 — 2011
Executive Management Education Program
Baruch College, City University of New York 1983 — 1987
BBA, Computer Information Systems, GPA 3.92 (summa cum laude)
True Light Girls' College, Hong Kong 1977 — 1983
Joe O'Connell Joe O'Connell's Fox-Pitt, Kelton Experience June 2002 - June 2003
Job
Industry Financial Services
Experience
Black Canyon Capital April 2013 - Present
California Bank & Trust August 2009 - March 2013
Allied Capital 2005 - September 2008
Credit Suisse 2003 - 2005
Fox-Pitt, Kelton June 2002 - June 2003
ProFund Advisors LLC July 2001 - September 2001
Skills
Private Equity, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Debt, Mergers, Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Credit Analysis, Entrepreneurship, Portfolio Management, Asset Management, Financial Structuring, Investments, Finance, Leveraged Finance, Loans, Credit
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 1998 — 2002
B.S.
University of North Carolina at Chapel Hill 1997 — 1999
Gulliver 1993 — 1997
Black Canyon Capital April 2013 - Present
California Bank & Trust August 2009 - March 2013
Allied Capital 2005 - September 2008
Credit Suisse 2003 - 2005
Fox-Pitt, Kelton June 2002 - June 2003
ProFund Advisors LLC July 2001 - September 2001
Skills
Private Equity, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Debt, Mergers, Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Credit Analysis, Entrepreneurship, Portfolio Management, Asset Management, Financial Structuring, Investments, Finance, Leveraged Finance, Loans, Credit
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 1998 — 2002
B.S.
University of North Carolina at Chapel Hill 1997 — 1999
Gulliver 1993 — 1997
Barbara Barry Barbara Barry's Fox-Pitt, Kelton Experience March 2006 - May 2010
Job Dir of HR and Business Operations
Industry Financial Services
Experience
Clayton, Dubilier & Rice July 2011 - Present
Fox-Pitt Kelton March 2006 - May 2010
Swiss Re 2003 - 2006
Fox-Pitt, Kelton 1999 - 2003
Fox-Pitt, Kelton 1997 - 1999
Fox-Pitt, Kelton 1992 - 1997
Fox-Pitt, Kelton March 1985 - 1992
Education
State University of New York College at Brockport
BS
Clayton, Dubilier & Rice July 2011 - Present
Fox-Pitt Kelton March 2006 - May 2010
Swiss Re 2003 - 2006
Fox-Pitt, Kelton 1999 - 2003
Fox-Pitt, Kelton 1997 - 1999
Fox-Pitt, Kelton 1992 - 1997
Fox-Pitt, Kelton March 1985 - 1992
Education
State University of New York College at Brockport
BS
Emily A. Thomas Emily A. Thomas's Fox-Pitt, Kelton Experience August 2008 - December 2009
Job Employee Relations Consultant at Macquarie Bank
Industry Investment Banking
Experience
Macquarie Bank December 2009 - Present
Fox-Pitt, Kelton August 2008 - December 2009
FPBR 2006 - 2008
Skills
Talent Management, Recruiting, Personnel Management, Management, Succession Planning, Talent Acquisition, Performance Management, Organizational..., Project Management, Coaching, Interviews, Strategic Planning, Sourcing, Employee Engagement
Education
Baruch College 2009 — 2011
MS, Organizational Psychology
Concordia College
BA, Behavioral Studies
Macquarie Bank December 2009 - Present
Fox-Pitt, Kelton August 2008 - December 2009
FPBR 2006 - 2008
Skills
Talent Management, Recruiting, Personnel Management, Management, Succession Planning, Talent Acquisition, Performance Management, Organizational..., Project Management, Coaching, Interviews, Strategic Planning, Sourcing, Employee Engagement
Education
Baruch College 2009 — 2011
MS, Organizational Psychology
Concordia College
BA, Behavioral Studies
Max Sauray Max Sauray's Fox-Pitt, Kelton Experience June 2009 - August 2009
Job Assistant Vice President Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service April 2015 - Present
Moody's Investors Service September 2010 - April 2015
Fox-Pitt, Kelton June 2009 - August 2009
Goldman Sachs July 2004 - June 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Analytic Finance and Accounting
Rensselaer Polytechnic Institute 2000 — 2004
BS, Computer Science and Mathematics
Moody's Investors Service April 2015 - Present
Moody's Investors Service September 2010 - April 2015
Fox-Pitt, Kelton June 2009 - August 2009
Goldman Sachs July 2004 - June 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Analytic Finance and Accounting
Rensselaer Polytechnic Institute 2000 — 2004
BS, Computer Science and Mathematics
Samuel W. Levitt, ScD, CFA Samuel W. Levitt, ScD, CFA's Fox-Pitt, Kelton Experience 2001 - 2002
Job Health care industry consultant and financial analyst
Industry Hospital & Health Care
Experience
Independent Consultant/Analyst December 2014 - Present
Harvard T.H. Chan School of Public Health May 2015 - Present
HES Advisors, Inc. December 2014 - Present
Lindy December 2014 - September 2015
Aetna August 2012 - June 2014
Aetna August 2010 - August 2012
Dowling & Partners February 2002 - August 2010
Fox-Pitt, Kelton 2001 - 2002
Conning & Company (broker-dealer merged into Fox-Pitt, Kelton) 2000 - 2001
ABN Amro (global bank based in the Netherlands) 1999 - 2000
Skills
Financial Analysis, Securities, Healthcare, Series 7, Financial Modeling, Health Insurance, Corporate Finance, Finance, Executive Management, Analysis, Data Analysis, Strategy, Forecasting, Financial Reporting, Managed Care, Program Management, Medicaid, Insurance, Strategic Financial..., Investments, Employee Benefits, Medicare, Management, Investor Relations, Healthcare Industry, Mergers & Acquisitions, Equities, Competitive Analysis, Strategic Planning, Health Policy, Due Diligence, Team Building, Process Improvement, Acquisition Integration, Equity Research, Financial Services, Leadership, Hedge Funds, Mutual Funds, Restructuring, Capital Markets, Business Analysis, Management Consulting, Cross-functional Team..., Business Planning, Policy, Business Process..., Managerial Finance, Cash Flow, Project Planning
Education
Harvard T.H. Chan School of Public Health
ScD (Doctor of Science), Health Policy and Management
Harvard T.H. Chan School of Public Health
MS, Health Policy and Management
University of Pennsylvania 1976 — 1980
BA, Anthropology
William Penn Charter School
Independent Consultant/Analyst December 2014 - Present
Harvard T.H. Chan School of Public Health May 2015 - Present
HES Advisors, Inc. December 2014 - Present
Lindy December 2014 - September 2015
Aetna August 2012 - June 2014
Aetna August 2010 - August 2012
Dowling & Partners February 2002 - August 2010
Fox-Pitt, Kelton 2001 - 2002
Conning & Company (broker-dealer merged into Fox-Pitt, Kelton) 2000 - 2001
ABN Amro (global bank based in the Netherlands) 1999 - 2000
Skills
Financial Analysis, Securities, Healthcare, Series 7, Financial Modeling, Health Insurance, Corporate Finance, Finance, Executive Management, Analysis, Data Analysis, Strategy, Forecasting, Financial Reporting, Managed Care, Program Management, Medicaid, Insurance, Strategic Financial..., Investments, Employee Benefits, Medicare, Management, Investor Relations, Healthcare Industry, Mergers & Acquisitions, Equities, Competitive Analysis, Strategic Planning, Health Policy, Due Diligence, Team Building, Process Improvement, Acquisition Integration, Equity Research, Financial Services, Leadership, Hedge Funds, Mutual Funds, Restructuring, Capital Markets, Business Analysis, Management Consulting, Cross-functional Team..., Business Planning, Policy, Business Process..., Managerial Finance, Cash Flow, Project Planning
Education
Harvard T.H. Chan School of Public Health
ScD (Doctor of Science), Health Policy and Management
Harvard T.H. Chan School of Public Health
MS, Health Policy and Management
University of Pennsylvania 1976 — 1980
BA, Anthropology
William Penn Charter School
Diana Delaney Diana Delaney's Fox-Pitt, Kelton Experience October 1999 - May 2000
Job Senior Vice President Institutional Equity Sales at Drexel Hamilton
Industry Financial Services
Experience
Brean Capital, LLC. November 2005 - January 2015
Longbow Research February 2004 - November 2005
JB Hanauer November 2003 - January 2005
OTA-OFF The Record Research October 2002 - November 2003
Fox-Pitt, Kelton October 1999 - May 2000
Merrill Lynch May 1992 - March 1995
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Capital Markets
Education
Fordham Gabelli School of Business
Masters of Business Administration, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government, Minor in Economics
Brean Capital, LLC. November 2005 - January 2015
Longbow Research February 2004 - November 2005
JB Hanauer November 2003 - January 2005
OTA-OFF The Record Research October 2002 - November 2003
Fox-Pitt, Kelton October 1999 - May 2000
Merrill Lynch May 1992 - March 1995
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Capital Markets
Education
Fordham Gabelli School of Business
Masters of Business Administration, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government, Minor in Economics
Joanne A. Smith, CFA Joanne A. Smith, CFA's Fox-Pitt, Kelton Experience February 1992 - November 1996
Job Owner, Smith Luxury Travel, an Independent Affiliate of Brownell Travel
Industry Leisure, Travel & Tourism
Experience
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Oliver Watson Oliver Watson's Fox-Pitt, Kelton Experience June 2007 - August 2007
Job Head of Account Management US at Somo Ltd
Industry Marketing and Advertising
Experience
Somo Ltd June 2012 - Present
Somo Ltd July 2011 - July 2012
Somo Ltd April 2010 - July 2011
4th Screen Advertising February 2008 - March 2010
Fox-Pitt, Kelton June 2007 - August 2007
Skills
Mobile Advertising, Mobile Technology, Mobile Devices, Mobile Marketing, Start-ups, Analytics, SEO, Media Planning, Market Research, Google Analytics, Mobile Applications, Digital Strategy, Entrepreneurship, Mobile Strategy, Advertising, Strategic Partnerships, CRM, Account Management, Strategy, User Experience, Ad Serving, SMS, Online Advertising, Product Management, Digital Marketing, Mobile Content, Mobile Payments, Digital Media, Lead Generation, Search Advertising, New Media, Affiliate Marketing, Mobile Communications, Product Marketing, Integrated Marketing, SEM, Social Media Marketing, Mobile Internet, Solutions Marketing, Mobile Commerce, Media Buying, Web Analytics, Business Development, Display Advertising, Marketing Strategy, Multi-channel Marketing, Online Marketing, E-commerce, PPC, Email Marketing
Education
The University of Birmingham 2003 — 2007
BSc (Hons), Economics
Somo Ltd June 2012 - Present
Somo Ltd July 2011 - July 2012
Somo Ltd April 2010 - July 2011
4th Screen Advertising February 2008 - March 2010
Fox-Pitt, Kelton June 2007 - August 2007
Skills
Mobile Advertising, Mobile Technology, Mobile Devices, Mobile Marketing, Start-ups, Analytics, SEO, Media Planning, Market Research, Google Analytics, Mobile Applications, Digital Strategy, Entrepreneurship, Mobile Strategy, Advertising, Strategic Partnerships, CRM, Account Management, Strategy, User Experience, Ad Serving, SMS, Online Advertising, Product Management, Digital Marketing, Mobile Content, Mobile Payments, Digital Media, Lead Generation, Search Advertising, New Media, Affiliate Marketing, Mobile Communications, Product Marketing, Integrated Marketing, SEM, Social Media Marketing, Mobile Internet, Solutions Marketing, Mobile Commerce, Media Buying, Web Analytics, Business Development, Display Advertising, Marketing Strategy, Multi-channel Marketing, Online Marketing, E-commerce, PPC, Email Marketing
Education
The University of Birmingham 2003 — 2007
BSc (Hons), Economics
Emily Trotman Emily Trotman's Fox-Pitt, Kelton Experience June 2006 - December 2009
Job at Société Générale
Industry Investment Banking
Experience
Société Générale August 2014 - Present
Evercore Partners April 2010 - July 2014
Macquarie Group December 2009 - March 2010
Fox-Pitt, Kelton June 2006 - December 2009
Skills
Bloomberg, Equities, Private Equity, Investment Banking, Administrative..., Microsoft Excel, PowerPoint, Office Management, Diary Management, Microsoft Office, Office Administration
Education
University of Phoenix 2007 — 2009
Société Générale August 2014 - Present
Evercore Partners April 2010 - July 2014
Macquarie Group December 2009 - March 2010
Fox-Pitt, Kelton June 2006 - December 2009
Skills
Bloomberg, Equities, Private Equity, Investment Banking, Administrative..., Microsoft Excel, PowerPoint, Office Management, Diary Management, Microsoft Office, Office Administration
Education
University of Phoenix 2007 — 2009
Lauren Goldblatt Lauren Goldblatt's Fox-Pitt, Kelton Experience October 2003 - March 2006
Job Asset Manager at Linear Retail Properties
Industry Real Estate
Experience
Linear Retail Properties October 2014 - Present
Blink Fitness December 2012 - October 2014
Le Pain Quotidien January 2011 - December 2012
Le Pain Quotidien March 2006 - January 2011
Fox-Pitt, Kelton October 2003 - March 2006
Skills
Recruiting, Franchise Consulting, Franchising, Multi-unit, Restaurants, Retail, P&L, Food & Beverage, Income Statement, Real Estate, Food Service, Investment Properties, Contract Negotiation, Hospitality, Location Intelligence, Budgets
Education
Hamilton College 1999 — 2003
Bachelor of Arts (BA), Economics and Government
Williamsville East 1996 — 1999
High school
Linear Retail Properties October 2014 - Present
Blink Fitness December 2012 - October 2014
Le Pain Quotidien January 2011 - December 2012
Le Pain Quotidien March 2006 - January 2011
Fox-Pitt, Kelton October 2003 - March 2006
Skills
Recruiting, Franchise Consulting, Franchising, Multi-unit, Restaurants, Retail, P&L, Food & Beverage, Income Statement, Real Estate, Food Service, Investment Properties, Contract Negotiation, Hospitality, Location Intelligence, Budgets
Education
Hamilton College 1999 — 2003
Bachelor of Arts (BA), Economics and Government
Williamsville East 1996 — 1999
High school
Jeffrey J. Hood Jeffrey J. Hood's Fox-Pitt, Kelton Experience December 1989 - June 2004
Job Managing Partner, CoFounder at VogelHood Research
Industry Financial Services
Experience
VogelHood Research March 2014 - Present
Compass Point Research and Trading LLC April 2012 - March 2014
Sterne Agee February 2006 - February 2012
Fox-Pitt, Kelton December 1989 - June 2004
Skills
Sales and Trading, Investment Research, Hedge Funds, Private Equity, Institutional Sales, Mutual Funds, Pension Funds, Asset Management, Mergers & Acquisitions, Investments
Education
Moravian College 1980 — 1985
Bachelor of Arts (B.A.), Political Science and Government
VogelHood Research March 2014 - Present
Compass Point Research and Trading LLC April 2012 - March 2014
Sterne Agee February 2006 - February 2012
Fox-Pitt, Kelton December 1989 - June 2004
Skills
Sales and Trading, Investment Research, Hedge Funds, Private Equity, Institutional Sales, Mutual Funds, Pension Funds, Asset Management, Mergers & Acquisitions, Investments
Education
Moravian College 1980 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Erik Kushto's Fox-Pitt, Kelton Experience May 2007 - December 2009
Job SVP in FIG at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital December 2009 - Present
Fox-Pitt, Kelton May 2007 - December 2009
StoneRidge Advisors, LLC April 2006 - May 2007
Cochran Caronia Waller 2001 - 2006
Prudential Vector Healthcare Group July 2000 - April 2001
Skills
Investment Banking, Financial Institutions, Insurance, Private Equity, Mergers, Financial Modeling, Valuation
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration, Finance
Macquarie Capital December 2009 - Present
Fox-Pitt, Kelton May 2007 - December 2009
StoneRidge Advisors, LLC April 2006 - May 2007
Cochran Caronia Waller 2001 - 2006
Prudential Vector Healthcare Group July 2000 - April 2001
Skills
Investment Banking, Financial Institutions, Insurance, Private Equity, Mergers, Financial Modeling, Valuation
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration, Finance
Bart T Zanelli's Fox-Pitt, Kelton Experience 1992 - 2004
Job Managing Director | Capital Markets and Advisory | Private Equity Insurance and Reinsurance
Industry Insurance
Experience
Guy Carpenter 2007 - 2013
Houlihan Lokey 2003 - 2006
Fox-Pitt, Kelton 1992 - 2004
Skandia 1989 - 1992
Skills
Capital Markets, Risk Management, Underwriting, Mergers, Insurance, Reinsurance, Brokers, Mergers & Acquisitions, Financial Risk, Investment Banking, Property & Casualty..., Strategy, Finance, Management, Corporate Finance, Investments, Executive Management, Private Equity, General Insurance, Due Diligence, Financial Services, Casualty, Portfolio Management, Securities, Liability, D&O, Enterprise Risk..., Professional Liability, Excess, Financial Modeling, Valuation, Financial Analysis, Structured Finance, Strategic Financial..., Corporate Development, Investor Relations, Asset Management, Financial Planning
Education
Columbia University - Columbia Business School 1987 — 1989
Masters In Business Administration, Finance, Dean's List
London School of Economics and Political Science 1983 — 1983
Tutorial in Western European Economic Systems
Hobart College
Bachelor of Arts (BA), Economics, Deans List
Pingry School
Guy Carpenter 2007 - 2013
Houlihan Lokey 2003 - 2006
Fox-Pitt, Kelton 1992 - 2004
Skandia 1989 - 1992
Skills
Capital Markets, Risk Management, Underwriting, Mergers, Insurance, Reinsurance, Brokers, Mergers & Acquisitions, Financial Risk, Investment Banking, Property & Casualty..., Strategy, Finance, Management, Corporate Finance, Investments, Executive Management, Private Equity, General Insurance, Due Diligence, Financial Services, Casualty, Portfolio Management, Securities, Liability, D&O, Enterprise Risk..., Professional Liability, Excess, Financial Modeling, Valuation, Financial Analysis, Structured Finance, Strategic Financial..., Corporate Development, Investor Relations, Asset Management, Financial Planning
Education
Columbia University - Columbia Business School 1987 — 1989
Masters In Business Administration, Finance, Dean's List
London School of Economics and Political Science 1983 — 1983
Tutorial in Western European Economic Systems
Hobart College
Bachelor of Arts (BA), Economics, Deans List
Pingry School
Jason Fromm's Fox-Pitt, Kelton Experience July 2009 - November 2009
Job Private equity investor
Industry Venture Capital & Private Equity
Experience
ORIX USA Corporation May 2015 - Present
PartnerRe Principal Finance, Inc. November 2012 - April 2015
Macquarie Capital (USA) Inc. December 2009 - October 2012
Fox-Pitt, Kelton July 2009 - November 2009
Skills
Mergers & Acquisitions, Investment Banking
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Byram Hills High School 2001 — 2005
ORIX USA Corporation May 2015 - Present
PartnerRe Principal Finance, Inc. November 2012 - April 2015
Macquarie Capital (USA) Inc. December 2009 - October 2012
Fox-Pitt, Kelton July 2009 - November 2009
Skills
Mergers & Acquisitions, Investment Banking
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Byram Hills High School 2001 — 2005
Christina Tedeschi's Fox-Pitt, Kelton Experience June 2009 - August 2009
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Fox-Pitt, Kelton June 2009 - August 2009
UBS June 2008 - August 2008
Skills
Series 7, Series 63, Capital Markets, Bloomberg, Financial Analysis, Equities, Hedge Funds, Analysis, Strategy, Investments, Prime Brokerage, Microsoft Excel
Education
Bentley University 2006 — 2010
BS, Finance
The Hill School 2002 — 2006
HS Diploma
Goldman Sachs July 2010 - Present
Fox-Pitt, Kelton June 2009 - August 2009
UBS June 2008 - August 2008
Skills
Series 7, Series 63, Capital Markets, Bloomberg, Financial Analysis, Equities, Hedge Funds, Analysis, Strategy, Investments, Prime Brokerage, Microsoft Excel
Education
Bentley University 2006 — 2010
BS, Finance
The Hill School 2002 — 2006
HS Diploma
Robert B. Lockhart Jr. Robert B. Lockhart Jr.'s Fox-Pitt, Kelton Experience May 2009 - August 2009
Job President & COO at Top Hat Photo Booths
Industry Events Services
Experience
Top Hat Photo Booths May 2010 - Present
Fox-Pitt, Kelton May 2009 - August 2009
Fox-Pitt, Kelton May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Mergers, Valuation, Corporate Finance, Business Strategy, Business Management, Small Business..., Sales Operations, Web Development, Corporate Blogging, SEO
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance
Top Hat Photo Booths May 2010 - Present
Fox-Pitt, Kelton May 2009 - August 2009
Fox-Pitt, Kelton May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Mergers, Valuation, Corporate Finance, Business Strategy, Business Management, Small Business..., Sales Operations, Web Development, Corporate Blogging, SEO
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance
Cathy DuRei Cathy DuRei's Fox-Pitt, Kelton Experience 1993 - 1996
Job Health IT/Patient medication adherence Director
Industry Pharmaceuticals
Experience
Pfizer September 2009 - Present
inVentiv Health 2008 - 2009
Pfizer 1999 - 2008
Johnson & Johnson Health Care Sys 1998 - 1999
Kaiser Permanente Medical Group May 1997 - August 1997
Fox-Pitt Kelton 1993 - 1996
Empire Blue Cross Blue Shield 1992 - 1993
Skills
Patient Portal, Healthcare Information..., Health Information..., Medication Adherence, Healthcare, Clinical Decision..., EHR, Predictive Modeling, Business Strategy, Strategic Partnerships, Leadership, Data Mining, Managed Care, New Business Development, Pharmaceutical Sales, Cross-functional Team..., Pharmaceutical Industry, Strategic Planning, Marketing, Program Management, Management, Contract Negotiation, Financial Analysis, Strategy, Business Development, HIT, Project Management, CRM, Strategic Consulting, Quantitative Analytics, HL7 V.2; Clinical..., Master Patient Index;..., Program analytics using..., Application of HIPAA,..., OpenEMR software, Customer relationship..., Quantitative analysis, Legal Compliance, Healthcare Analytics, Value Based...
Education
Columbia University in the City of New York 2012 — 2013
Certificate from Dept of Biomedical Informatics and Center for Advanced Information Management, Health Information Management & Exchange Specialist
Dartmouth College
BA, Psychology, Spanish
University of Pennsylvania - The Wharton School
MBA, Healthcare management
Pfizer September 2009 - Present
inVentiv Health 2008 - 2009
Pfizer 1999 - 2008
Johnson & Johnson Health Care Sys 1998 - 1999
Kaiser Permanente Medical Group May 1997 - August 1997
Fox-Pitt Kelton 1993 - 1996
Empire Blue Cross Blue Shield 1992 - 1993
Skills
Patient Portal, Healthcare Information..., Health Information..., Medication Adherence, Healthcare, Clinical Decision..., EHR, Predictive Modeling, Business Strategy, Strategic Partnerships, Leadership, Data Mining, Managed Care, New Business Development, Pharmaceutical Sales, Cross-functional Team..., Pharmaceutical Industry, Strategic Planning, Marketing, Program Management, Management, Contract Negotiation, Financial Analysis, Strategy, Business Development, HIT, Project Management, CRM, Strategic Consulting, Quantitative Analytics, HL7 V.2; Clinical..., Master Patient Index;..., Program analytics using..., Application of HIPAA,..., OpenEMR software, Customer relationship..., Quantitative analysis, Legal Compliance, Healthcare Analytics, Value Based...
Education
Columbia University in the City of New York 2012 — 2013
Certificate from Dept of Biomedical Informatics and Center for Advanced Information Management, Health Information Management & Exchange Specialist
Dartmouth College
BA, Psychology, Spanish
University of Pennsylvania - The Wharton School
MBA, Healthcare management
Noel Catrambone's Fox-Pitt, Kelton Experience July 2008 - November 2009
Job Director of IT Infrastructure at Kingsway Financial Services
Industry Information Technology and Services
Experience
Kingsway Financial Services Inc. June 2012 - Present
Stratosphere Networks, LLC February 2012 - June 2012
Macquarie Bank November 2009 - December 2010
Fox-Pitt, Kelton July 2008 - November 2009
Oronova, Inc. July 1998 - July 2008
Giant Step December 1997 - July 1998
Baker & McKenzie July 1997 - December 1997
PPM America March 1995 - July 1997
Kemper Securities 1992 - 1995
Loyola University Chicago 1989 - 1992
Skills
Vendor Management, IT Strategy, Business Analysis, Project Management, ITIL, Integration
Education
Loyola University Chicago 1989 — 1995
Business Administration
Fenwick Highschool 1985 — 1989
Kingsway Financial Services Inc. June 2012 - Present
Stratosphere Networks, LLC February 2012 - June 2012
Macquarie Bank November 2009 - December 2010
Fox-Pitt, Kelton July 2008 - November 2009
Oronova, Inc. July 1998 - July 2008
Giant Step December 1997 - July 1998
Baker & McKenzie July 1997 - December 1997
PPM America March 1995 - July 1997
Kemper Securities 1992 - 1995
Loyola University Chicago 1989 - 1992
Skills
Vendor Management, IT Strategy, Business Analysis, Project Management, ITIL, Integration
Education
Loyola University Chicago 1989 — 1995
Business Administration
Fenwick Highschool 1985 — 1989
Brandon Allison's Fox-Pitt, Kelton Experience April 2007 - April 2009
Job Corporate Financial Planning & Analysis at Walgreens Boots Alliance
Industry Retail
Experience
Walgreens Boots Alliance March 2015 - Present
Walgreens March 2012 - March 2015
Walgreens November 2009 - March 2012
Fox-Pitt Kelton April 2007 - April 2009
LaSalle Bank August 2000 - March 2007
Skills
Corporate Finance, Financial Analysis, Due Diligence, Insurance, Leadership, Negotiation, Risk Management, Valuation
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance and Management & Organizations
Beloit College 1996 — 2000
BA, Economics/Mgmt and Political Science
Walgreens Boots Alliance March 2015 - Present
Walgreens March 2012 - March 2015
Walgreens November 2009 - March 2012
Fox-Pitt Kelton April 2007 - April 2009
LaSalle Bank August 2000 - March 2007
Skills
Corporate Finance, Financial Analysis, Due Diligence, Insurance, Leadership, Negotiation, Risk Management, Valuation
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance and Management & Organizations
Beloit College 1996 — 2000
BA, Economics/Mgmt and Political Science
Yovanka Bylander's Fox-Pitt, Kelton Experience 1999 - 2004
Job Executive Director at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services November 2011 - Present
Hawkstone Capital May 2011 - November 2011
Private Consultant January 2005 - January 2006
Fox-Pitt, Kelton 1999 - 2004
Morgan Stanley 1996 - 1999
Thomson BankWatch 1993 - 1996
Digital Equipment Corporation 1992 - 1993
Skills
Event Management, Entrepreneurship, Finance, Management, Start-ups, Social Media, Marketing Communications, Project Management, Market Research, Marketing, Investment Banking, Proposal Writing, Marketing Strategy, Business Planning, Fixed Income
Education
Boston University 1988 — 1992
BSBA, Business
Boston University Questrom School of Business 1988 — 1992
BSBA, Business Administration
ISS Institutional Shareholder Services November 2011 - Present
Hawkstone Capital May 2011 - November 2011
Private Consultant January 2005 - January 2006
Fox-Pitt, Kelton 1999 - 2004
Morgan Stanley 1996 - 1999
Thomson BankWatch 1993 - 1996
Digital Equipment Corporation 1992 - 1993
Skills
Event Management, Entrepreneurship, Finance, Management, Start-ups, Social Media, Marketing Communications, Project Management, Market Research, Marketing, Investment Banking, Proposal Writing, Marketing Strategy, Business Planning, Fixed Income
Education
Boston University 1988 — 1992
BSBA, Business
Boston University Questrom School of Business 1988 — 1992
BSBA, Business Administration
Vincent J. (VJ) Dowling Vincent J. (VJ) Dowling's Fox-Pitt, Kelton Experience September 1993 - June 1998
Job Managing Partner at Dowling & Partners
Industry Financial Services
Experience
Dowling & Partners Securities LLC September 1990 - Present
Fox-Pitt, Kelton September 1993 - June 1998
Education
Harvard Business School 1988 — 1990
MBA
Dartmouth College 1978 — 1982
BA, Economics & Government
Dowling & Partners Securities LLC September 1990 - Present
Fox-Pitt, Kelton September 1993 - June 1998
Education
Harvard Business School 1988 — 1990
MBA
Dartmouth College 1978 — 1982
BA, Economics & Government
Michelle Brandwein Michelle Brandwein's Fox-Pitt, Kelton Experience October 2004 - June 2007
Job Software Developer and Consultant
Industry Computer Software
Experience
Spacetime Software, Inc. May 2003 - Present
Morgan Stanley July 2007 - May 2010
Fox-Pitt, Kelton October 2004 - June 2007
Skills
SQL, Software Development, Databases, Cloud Computing, .NET, Microsoft SQL Server, C#, SharePoint, SDLC, Requirements Analysis, VB.NET, XML, T-SQL, Visual Basic, LINQ, TFS, ASP.NET, WinForms
Education
University of Oxford
M.Phil
University of Rochester
M.A.
Spacetime Software, Inc. May 2003 - Present
Morgan Stanley July 2007 - May 2010
Fox-Pitt, Kelton October 2004 - June 2007
Skills
SQL, Software Development, Databases, Cloud Computing, .NET, Microsoft SQL Server, C#, SharePoint, SDLC, Requirements Analysis, VB.NET, XML, T-SQL, Visual Basic, LINQ, TFS, ASP.NET, WinForms
Education
University of Oxford
M.Phil
University of Rochester
M.A.
Jasper Burch Jasper Burch's Fox-Pitt, Kelton Experience June 2008 - November 2009
Job VP Equity Strategies at Bayview Asset Management
Industry Financial Services
Experience
Bayview Asset Management April 2013 - Present
Macquarie Bank December 2009 - March 2013
Fox-Pitt, Kelton June 2008 - November 2009
Skills
Equity Research, Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Investment Banking, Series 7, Economics, Fixed Income, DCF, Private Equity, Investments, Asset Managment, Alternative Investments
Education
St. Lawrence University 2004 — 2008
BS, Math, Economics
St. Lawrence University 2004 — 2008
Bachelor of Science, Mathematics & Economics
Bayview Asset Management April 2013 - Present
Macquarie Bank December 2009 - March 2013
Fox-Pitt, Kelton June 2008 - November 2009
Skills
Equity Research, Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Investment Banking, Series 7, Economics, Fixed Income, DCF, Private Equity, Investments, Asset Managment, Alternative Investments
Education
St. Lawrence University 2004 — 2008
BS, Math, Economics
St. Lawrence University 2004 — 2008
Bachelor of Science, Mathematics & Economics
Russell L. Magidson Russell L. Magidson's Fox-Pitt, Kelton Experience August 1995 - April 1996
Job Business Intelligence and Software Developer and Project Manager
Industry Computer Software
Experience
Kismet Shriners January 2013 - Present
Shriners Hospitals for Children January 2012 - Present
Transervice Logistics Inc. November 2009 - Present
Pentaho 2008 - 2014
Kismet Shriners January 2012 - December 2012
Various Long Island Companies June 2007 - November 2009
ASCAP April 1996 - December 2007
Fox-Pitt, Kelton August 1995 - April 1996
Bankers Trust (acquired by Deutsche) August 1993 - August 1995
Skills
Data Warehousing, ETL, Business Intelligence, Microsoft SQL Server, Databases, Integration, Business Objects, Software Development, Dashboard, Crystal Reports, Visual Basic, Access, Oracle, Analytics, Business Intelligence..., Software Project..., Data Modeling, SDLC, Pentaho, Mondrian, Talend Open Studio, Talend, MS Project, Software Documentation, Process Improvement, Systems Analysis, Enterprise Software, Analysis, Requirements Gathering, Project Management, Leadership, Management, Testing, Quality Assurance, Business Analysis, Visio, Project Planning, Database Design, Networking, Vendor Management, Requirements Analysis, Data Analysis, SQL, Enterprise Architecture
Education
Brooklyn College 1984 — 1987
BS, Computer and Information Science
Korea Society of New York
Korean Language
Kismet Shriners January 2013 - Present
Shriners Hospitals for Children January 2012 - Present
Transervice Logistics Inc. November 2009 - Present
Pentaho 2008 - 2014
Kismet Shriners January 2012 - December 2012
Various Long Island Companies June 2007 - November 2009
ASCAP April 1996 - December 2007
Fox-Pitt, Kelton August 1995 - April 1996
Bankers Trust (acquired by Deutsche) August 1993 - August 1995
Skills
Data Warehousing, ETL, Business Intelligence, Microsoft SQL Server, Databases, Integration, Business Objects, Software Development, Dashboard, Crystal Reports, Visual Basic, Access, Oracle, Analytics, Business Intelligence..., Software Project..., Data Modeling, SDLC, Pentaho, Mondrian, Talend Open Studio, Talend, MS Project, Software Documentation, Process Improvement, Systems Analysis, Enterprise Software, Analysis, Requirements Gathering, Project Management, Leadership, Management, Testing, Quality Assurance, Business Analysis, Visio, Project Planning, Database Design, Networking, Vendor Management, Requirements Analysis, Data Analysis, SQL, Enterprise Architecture
Education
Brooklyn College 1984 — 1987
BS, Computer and Information Science
Korea Society of New York
Korean Language
Sheethal Shobowale's Fox-Pitt, Kelton Experience July 2002 - July 2003
Job Advertising Research Manager at Google
Industry Marketing and Advertising
Experience
Google May 2010 - Present
Leap Work May 2009 - Present
Kiva.org January 2010 - March 2010
Kiva.org September 2009 - December 2009
Media Contacts October 2008 - April 2009
Media Contacts July 2007 - October 2008
Media Contacts January 2007 - July 2007
Columbia Investment Management Company September 2003 - January 2007
Fox-Pitt Kelton July 2002 - July 2003
Festival Chamber Music September 2000 - May 2002
Skills
Digital Marketing, Digital Media, Marketing Research
Education
Columbia University in the City of New York 2003 — 2005
MS, Strategic Communication
Columbia University in the City of New York 1998 — 2002
BA, Economics-Mathematics
Lawrence High School
Lawrence High School
SVA
Google May 2010 - Present
Leap Work May 2009 - Present
Kiva.org January 2010 - March 2010
Kiva.org September 2009 - December 2009
Media Contacts October 2008 - April 2009
Media Contacts July 2007 - October 2008
Media Contacts January 2007 - July 2007
Columbia Investment Management Company September 2003 - January 2007
Fox-Pitt Kelton July 2002 - July 2003
Festival Chamber Music September 2000 - May 2002
Skills
Digital Marketing, Digital Media, Marketing Research
Education
Columbia University in the City of New York 2003 — 2005
MS, Strategic Communication
Columbia University in the City of New York 1998 — 2002
BA, Economics-Mathematics
Lawrence High School
Lawrence High School
SVA
Alex Weiss's Fox-Pitt, Kelton Experience April 2006 - April 2009
Job Vice President at Waller Helms Advisors
Industry Hospital & Health Care
Experience
Waller Helms Advisors July 2015 - Present
HealthEngine LLC June 2014 - June 2015
Goldman Sachs July 2011 - May 2014
UBS Investment Bank June 2010 - August 2010
Fox-Pitt, Kelton April 2006 - April 2009
Apex Systems October 2005 - April 2006
Trillium Trading, LLC September 2004 - September 2005
Skills
Investment Banking, Equities, Investment Management, Financial Modeling, Business Development, Equity Research, Finance, Sales, Client Development, Strategy Implementation, Sales Strategy, Business Strategy, Management, Customer Engagement, Fixed Income, Investments, Economics, Valuation, Portfolio Management, Capital Markets, Bloomberg, Hedge Funds, Leadership, Private Equity, Trading
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting
The University of Chicago 2000 — 2004
BA, Economics
Waller Helms Advisors July 2015 - Present
HealthEngine LLC June 2014 - June 2015
Goldman Sachs July 2011 - May 2014
UBS Investment Bank June 2010 - August 2010
Fox-Pitt, Kelton April 2006 - April 2009
Apex Systems October 2005 - April 2006
Trillium Trading, LLC September 2004 - September 2005
Skills
Investment Banking, Equities, Investment Management, Financial Modeling, Business Development, Equity Research, Finance, Sales, Client Development, Strategy Implementation, Sales Strategy, Business Strategy, Management, Customer Engagement, Fixed Income, Investments, Economics, Valuation, Portfolio Management, Capital Markets, Bloomberg, Hedge Funds, Leadership, Private Equity, Trading
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting
The University of Chicago 2000 — 2004
BA, Economics
Judith Prager's Fox-Pitt, Kelton Experience 2003 - 2006
Job Financial and Operations Principal at Jardine Lloyd Thompson Capital Markets
Industry Capital Markets
Experience
Jardine Lloyd Thompson Capital Markets November 2012 - Present
Towers Watson Capital Markets March 2008 - November 2013
Towers Watson December 2010 - June 2013
Swiss Re Capital Markets June 1996 - March 2008
Fox-Pitt, Kelton 2003 - 2006
Education
University of Denver - Sturm College of Law 1983 — 1986
Doctor of Law (J.D.)
University of Colorado Boulder - Leeds School of Business
MBA, Finance
Jardine Lloyd Thompson Capital Markets November 2012 - Present
Towers Watson Capital Markets March 2008 - November 2013
Towers Watson December 2010 - June 2013
Swiss Re Capital Markets June 1996 - March 2008
Fox-Pitt, Kelton 2003 - 2006
Education
University of Denver - Sturm College of Law 1983 — 1986
Doctor of Law (J.D.)
University of Colorado Boulder - Leeds School of Business
MBA, Finance
Albert Savastano's Fox-Pitt, Kelton Experience April 2007 - November 2009
Job Portfolio Manager at Norges Bank Investment Management
Industry Financial Services
Experience
Norges Bank Investment Management September 2011 - Present
Macquarie Group November 2009 - July 2011
Fox-Pitt, Kelton April 2007 - November 2009
Janney Montgomery Scott November 2004 - April 2007
FTN Midwest Securities March 2003 - November 2004
Ryan Beck & Co. November 2001 - February 2003
KPMG LLP 1994 - 1999
Skills
CFA, Banking, ALM, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Chartered Financial..., DCF, Emerging Markets, Enterprise Risk..., Equities, Equity Research, Financial Modeling, Fixed Income, Funding, Hedge Funds, IPO, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Trading, Treasury Management, Valuation, Wealth Management...
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Seton Hall University 1990 — 1994
BS, Accounting
Norges Bank Investment Management September 2011 - Present
Macquarie Group November 2009 - July 2011
Fox-Pitt, Kelton April 2007 - November 2009
Janney Montgomery Scott November 2004 - April 2007
FTN Midwest Securities March 2003 - November 2004
Ryan Beck & Co. November 2001 - February 2003
KPMG LLP 1994 - 1999
Skills
CFA, Banking, ALM, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Chartered Financial..., DCF, Emerging Markets, Enterprise Risk..., Equities, Equity Research, Financial Modeling, Fixed Income, Funding, Hedge Funds, IPO, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Trading, Treasury Management, Valuation, Wealth Management...
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Seton Hall University 1990 — 1994
BS, Accounting
Antonios Perifanos PMP®'s Fox-Pitt, Kelton Experience November 2006 - December 2008
Job Senior Project Manager at GRC Solutions at MetricStream
Industry Financial Services
Experience
GRC Solutions at MetricStream January 2014 - Present
BHP Billiton July 2011 - April 2013
BHP Billiton December 2010 - June 2011
Transurban March 2010 - December 2010
Prism Defence March 2009 - February 2010
PGC Legal January 2009 - March 2009
Fox Pitt, Kelton November 2006 - December 2008
Mitsubishi UFJ Securities International plc January 2006 - November 2006
Brunswick Group LLP March 2005 - January 2006
Henderson Global Investors September 2003 - March 2005
Skills
PMO, Project Delivery, PRINCE2, Stakeholder Management, Business Process..., Certified Project..., PMP, Project Management, MS Project, Project Finance, PMI, PMBOK, PMO set-up, SAP, Critical Chain Project..., Theory of Constraints, ITIL Certified, Prince Practitioner, Agile Methodologies, Agile & Waterfall..., Stakeholder Engagement, Interpersonal Skill, Outstanding..., Leadership, Vendor Management, Commodity Markets, Change Control, Risk Management, Issue Management, Infrastructure, Defence, Tender Management, Contract Management, Contract Negotiation, ICT, Financial Services, System Deployment, Market Data, Negotiation, Presentation Development, Project Portfolio...
Education
University of Bridgeport
Bachelor of Project Management
GRC Solutions at MetricStream January 2014 - Present
BHP Billiton July 2011 - April 2013
BHP Billiton December 2010 - June 2011
Transurban March 2010 - December 2010
Prism Defence March 2009 - February 2010
PGC Legal January 2009 - March 2009
Fox Pitt, Kelton November 2006 - December 2008
Mitsubishi UFJ Securities International plc January 2006 - November 2006
Brunswick Group LLP March 2005 - January 2006
Henderson Global Investors September 2003 - March 2005
Skills
PMO, Project Delivery, PRINCE2, Stakeholder Management, Business Process..., Certified Project..., PMP, Project Management, MS Project, Project Finance, PMI, PMBOK, PMO set-up, SAP, Critical Chain Project..., Theory of Constraints, ITIL Certified, Prince Practitioner, Agile Methodologies, Agile & Waterfall..., Stakeholder Engagement, Interpersonal Skill, Outstanding..., Leadership, Vendor Management, Commodity Markets, Change Control, Risk Management, Issue Management, Infrastructure, Defence, Tender Management, Contract Management, Contract Negotiation, ICT, Financial Services, System Deployment, Market Data, Negotiation, Presentation Development, Project Portfolio...
Education
University of Bridgeport
Bachelor of Project Management
Joon Koh's Fox-Pitt, Kelton Experience December 2005 - June 2007
Job Citi Corporate Strategy
Industry Automotive
Experience
Citi September 2013 - Present
Mercedes Benz March 2012 - September 2013
Disney Publishing Worldwide March 2011 - November 2011
Disney Publishing Worldwide June 2008 - March 2011
Fox Pitt Kelton December 2005 - June 2007
Morgan Keegan June 2005 - October 2005
Citigroup October 2003 - June 2005
Citigroup May 2000 - October 2003
Skills
Bloomberg, Factset, Excel, PowerPoint, Word, Microsoft Excel
Education
Pace University - Lubin School of Business 1999 — 2002
Citi September 2013 - Present
Mercedes Benz March 2012 - September 2013
Disney Publishing Worldwide March 2011 - November 2011
Disney Publishing Worldwide June 2008 - March 2011
Fox Pitt Kelton December 2005 - June 2007
Morgan Keegan June 2005 - October 2005
Citigroup October 2003 - June 2005
Citigroup May 2000 - October 2003
Skills
Bloomberg, Factset, Excel, PowerPoint, Word, Microsoft Excel
Education
Pace University - Lubin School of Business 1999 — 2002
David Trone's Fox-Pitt, Kelton Experience July 2004 - June 2010
Job Director of Equity Research at MKM Partners
Industry Investment Banking
Experience
MKM Partners November 2013 - Present
JMP Securities July 2010 - August 2013
Fox-Pitt, Kelton July 2004 - June 2010
Prudential Securities 2000 - July 2004
Credit Suisse First Boston 1996 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Financial Modeling, Series 7, Investments, Asset Managment, Mergers, Corporate Finance, Securities, Corporate Development, Banking, Finance, Mergers
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1982 — 1987
Bachelor of Science (BS), Computer Science
MKM Partners November 2013 - Present
JMP Securities July 2010 - August 2013
Fox-Pitt, Kelton July 2004 - June 2010
Prudential Securities 2000 - July 2004
Credit Suisse First Boston 1996 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Financial Modeling, Series 7, Investments, Asset Managment, Mergers, Corporate Finance, Securities, Corporate Development, Banking, Finance, Mergers
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1982 — 1987
Bachelor of Science (BS), Computer Science
Bill Broomall's Fox-Pitt, Kelton Experience 2008 - 2010
Job Assistant Vice President Insurance Research
Industry Financial Services
Experience
Conning March 2012 - Present
Macquarie Group 2010 - 2012
Fox-Pitt, Kelton 2008 - 2010
Cochran Caronia Waller 2005 - 2008
Education
Lafayette College 2001 — 2005
Conning March 2012 - Present
Macquarie Group 2010 - 2012
Fox-Pitt, Kelton 2008 - 2010
Cochran Caronia Waller 2005 - 2008
Education
Lafayette College 2001 — 2005
Daniel Meehan's Fox-Pitt, Kelton Experience March 2001 - June 2004
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2005 - Present
Hoefer & Arnett, Inc. July 2004 - November 2005
Fox-Pitt, Kelton March 2001 - June 2004
Prudential Securities July 2000 - March 2001
Prudential Securities July 1996 - July 1998
State Street June 1995 - June 1996
Skills
Securities, Equities, Investment Strategies, Financial Advisory
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA, Finance
Fairfield University 1991 — 1995
BA, Economics
Dover-Sherborn Reg H.S. 1987 — 1991
Wells Fargo Advisors November 2005 - Present
Hoefer & Arnett, Inc. July 2004 - November 2005
Fox-Pitt, Kelton March 2001 - June 2004
Prudential Securities July 2000 - March 2001
Prudential Securities July 1996 - July 1998
State Street June 1995 - June 1996
Skills
Securities, Equities, Investment Strategies, Financial Advisory
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA, Finance
Fairfield University 1991 — 1995
BA, Economics
Dover-Sherborn Reg H.S. 1987 — 1991
Jeremy Knox's Fox-Pitt, Kelton Experience October 2008 - September 2009
Job Director at PartnerRe Principal Finance
Industry Venture Capital & Private Equity
Experience
PartnerRe Principal Finance March 2014 - Present
PartnerRe Principal Finance April 2011 - March 2014
PartnerRe Principal Finance September 2009 - March 2011
Fox-Pitt, Kelton October 2008 - September 2009
Putnam Lovell NBF July 2006 - October 2008
Education
Franklin & Marshall College 2002 — 2006
PartnerRe Principal Finance March 2014 - Present
PartnerRe Principal Finance April 2011 - March 2014
PartnerRe Principal Finance September 2009 - March 2011
Fox-Pitt, Kelton October 2008 - September 2009
Putnam Lovell NBF July 2006 - October 2008
Education
Franklin & Marshall College 2002 — 2006
Dave Stellenwerf's Fox-Pitt, Kelton Experience 1999 - 2006
Job VP, IT Site Lead for 52nd Street at Swiss Re
Industry Information Technology and Services
Experience
Swiss Re October 1999 - Present
Fox-Pitt, Kelton 1999 - 2006
Morgan Stanley 1996 - 1997
Bankers Trust 1995 - 1996
Skills
IT Strategy, Disaster Recovery, Vendor Management, Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, SDLC, Requirements Analysis, Requirements Gathering, Portfolio Management, IT Management, Financial Services, Enterprise Risk..., Business Analysis, Enterprise Architecture, Outsourcing, Project Portfolio..., Financial Risk
Education
Ramapo College of New Jersey 1990 — 1995
Swiss Re October 1999 - Present
Fox-Pitt, Kelton 1999 - 2006
Morgan Stanley 1996 - 1997
Bankers Trust 1995 - 1996
Skills
IT Strategy, Disaster Recovery, Vendor Management, Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, SDLC, Requirements Analysis, Requirements Gathering, Portfolio Management, IT Management, Financial Services, Enterprise Risk..., Business Analysis, Enterprise Architecture, Outsourcing, Project Portfolio..., Financial Risk
Education
Ramapo College of New Jersey 1990 — 1995
Sushil S. Garg's Fox-Pitt, Kelton Experience July 2001 - April 2002
Job Equity Research Analyst
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Dowling & Partners April 2002 - March 2014
Fox-Pitt, Kelton July 2001 - April 2002
Conning & Company April 2001 - June 2001
Citizens Bank of CT July 1998 - April 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Credit, Bloomberg, Hedge Funds, Capital Markets, Series 7, Securities, Trading, Value Investing, Long/Short Equity, Private Equity, Options, Fixed Income, Credit Analysis, Series 63, Commercial Banking, Alternative Investments, Regulatory Compliance, Hedging
Education
University of New Haven 1998 — 2000
MBA, Finance
University of Connecticut 1990 — 1995
BSc, Finance
Norwich Free Academy 1987 — 1990
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Dowling & Partners April 2002 - March 2014
Fox-Pitt, Kelton July 2001 - April 2002
Conning & Company April 2001 - June 2001
Citizens Bank of CT July 1998 - April 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Financial Analysis, Investments, Credit, Bloomberg, Hedge Funds, Capital Markets, Series 7, Securities, Trading, Value Investing, Long/Short Equity, Private Equity, Options, Fixed Income, Credit Analysis, Series 63, Commercial Banking, Alternative Investments, Regulatory Compliance, Hedging
Education
University of New Haven 1998 — 2000
MBA, Finance
University of Connecticut 1990 — 1995
BSc, Finance
Norwich Free Academy 1987 — 1990
Hong Ho's Fox-Pitt, Kelton Experience August 2008 - October 2008
Job Senior Financial Analyst at Honeywell Scanning and Mobility
Industry Computer Hardware
Experience
Honeywell January 2013 - Present
Honeywell July 2011 - Present
IBM Corporation August 2009 - July 2011
Lydall January 2009 - May 2009
Fox-Pitt, Kelton August 2008 - October 2008
The Connecticut Center of Advanced Technology January 2008 - May 2008
IBM 2008 - 2008
Jimmy Buff-it Mountain Services March 2007 - December 2007
Tetra Pak 2003 - 2006
Taylor Nelson Sofres 1999 - 2003
Education
The University of Connecticut School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.9/4.0
Foreign Trade University
BA, International Business
Honeywell January 2013 - Present
Honeywell July 2011 - Present
IBM Corporation August 2009 - July 2011
Lydall January 2009 - May 2009
Fox-Pitt, Kelton August 2008 - October 2008
The Connecticut Center of Advanced Technology January 2008 - May 2008
IBM 2008 - 2008
Jimmy Buff-it Mountain Services March 2007 - December 2007
Tetra Pak 2003 - 2006
Taylor Nelson Sofres 1999 - 2003
Education
The University of Connecticut School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.9/4.0
Foreign Trade University
BA, International Business
Hemant Hirani's Fox-Pitt, Kelton Experience September 1999 - April 2005
Job Sr. Analyst at Endeavour Capital Advisors
Industry Investment Management
Experience
Endeavour Capital Advisors July 2009 - Present
Litchfield Capital Management April 2005 - July 2009
Fox-Pitt, Kelton September 1999 - April 2005
Modern Home Credit and Capital Ltd November 1994 - July 1997
K S Aiyar & Co April 1991 - October 1994
Skills
Hedge Funds, Equities, Financial Modeling
Education
CFA Institute, USA 2001 — 2003
CFA
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Finance
The Institute of Chartered Accountants of India 1991 — 1994
CA
The Institute of Cost and Works Accountants of India (ICWAI) 1991 — 1994
Grad. CWA
University of Bombay - Mulund College of Commerce 1986 — 1991
B. Com
Sharon English High School 1976 — 1986
Endeavour Capital Advisors July 2009 - Present
Litchfield Capital Management April 2005 - July 2009
Fox-Pitt, Kelton September 1999 - April 2005
Modern Home Credit and Capital Ltd November 1994 - July 1997
K S Aiyar & Co April 1991 - October 1994
Skills
Hedge Funds, Equities, Financial Modeling
Education
CFA Institute, USA 2001 — 2003
CFA
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Finance
The Institute of Chartered Accountants of India 1991 — 1994
CA
The Institute of Cost and Works Accountants of India (ICWAI) 1991 — 1994
Grad. CWA
University of Bombay - Mulund College of Commerce 1986 — 1991
B. Com
Sharon English High School 1976 — 1986
Rob Sheridan's Fox-Pitt, Kelton Experience 2002 - 2004
Job Associate at Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC
Industry Law Practice
Experience
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC October 2008 - Present
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC May 2007 - August 2007
Barnstable County District Attorney’s Office July 2006 - August 2006
Superior Court of Massachusetts June 2006 - June 2006
Houlihan Lokey Howard & Zukin February 2004 - July 2005
Fox-Pitt, Kelton 2002 - 2004
Skills
Civil Litigation, Litigation, Class Actions, International Law, Trials, Westlaw, Legal Research, Estate Planning, Courts, Business Litigation, Corporate Law, Hedge Funds, Licensing, Legal Issues, Trademarks, Management, Commercial Litigation
Education
Suffolk University Law School 2005 — 2008
J.D., magna cum laude
Yale University 1997 — 2001
BA, History
Hingham Junior High
Noble and Greenough School
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC October 2008 - Present
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC May 2007 - August 2007
Barnstable County District Attorney’s Office July 2006 - August 2006
Superior Court of Massachusetts June 2006 - June 2006
Houlihan Lokey Howard & Zukin February 2004 - July 2005
Fox-Pitt, Kelton 2002 - 2004
Skills
Civil Litigation, Litigation, Class Actions, International Law, Trials, Westlaw, Legal Research, Estate Planning, Courts, Business Litigation, Corporate Law, Hedge Funds, Licensing, Legal Issues, Trademarks, Management, Commercial Litigation
Education
Suffolk University Law School 2005 — 2008
J.D., magna cum laude
Yale University 1997 — 2001
BA, History
Hingham Junior High
Noble and Greenough School
Paulina Chan's Fox-Pitt, Kelton Experience June 2006 - November 2009
Job Senior Vice President at Macquarie Compliance
Industry Financial Services
Experience
Macquarie Compliance July 2011 - Present
Macquarie Capital Advisors January 2010 - June 2011
Macquarie Bank December 2009 - June 2011
Fox-Pitt, Kelton June 2006 - November 2009
Swiss Re Financial Products Corp. March 2004 - June 2006
ABN AMRO February 1999 - May 2002
Skills
Regulatory Compliance, Investment Banking..., Capital Markets, Equities, Investment Banking, Securities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Due Diligence, Series 7, FINRA, Asset Managment, Series 63, Financial Markets, AML, Series 24, Equity Research, Financial Services, Structured Finance, Private Placements, Equity Capital Markets, Structured Products, Risk Management, Financial Institutions, KYC, Financial Regulation, Securities Regulation, Corporate Finance, IPO, Operational Risk
Education
New York University 1988 — 1992
BA
Macquarie Compliance July 2011 - Present
Macquarie Capital Advisors January 2010 - June 2011
Macquarie Bank December 2009 - June 2011
Fox-Pitt, Kelton June 2006 - November 2009
Swiss Re Financial Products Corp. March 2004 - June 2006
ABN AMRO February 1999 - May 2002
Skills
Regulatory Compliance, Investment Banking..., Capital Markets, Equities, Investment Banking, Securities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Due Diligence, Series 7, FINRA, Asset Managment, Series 63, Financial Markets, AML, Series 24, Equity Research, Financial Services, Structured Finance, Private Placements, Equity Capital Markets, Structured Products, Risk Management, Financial Institutions, KYC, Financial Regulation, Securities Regulation, Corporate Finance, IPO, Operational Risk
Education
New York University 1988 — 1992
BA
Neil Hecht's Fox-Pitt, Kelton Experience 1986 - 1990
Job Chief Financial Officer at First American International Bank
Industry Financial Services
Experience
First American International Bank October 2014 - Present
First National Bank of Santa Fe December 2010 - June 2014
CIT January 2007 - November 2010
SMBC Leasing 1997 - 2006
BTM Leasing 1990 - 1997
Fox-Pitt, Kelton 1986 - 1990
KPMG 1984 - 1986
FDIC 1981 - 1984
Skills
Financial Modeling, Financial Reporting, Fixed Income, Essbase, Accounting, PeopleSoft, Structured Finance, Hyperion Enterprise, Financial Statements, Microsoft Excel, Finance, Equity Valuation, Financial Planners, VBA, Microsoft Office, Activity Based Costing, Visual Basic, Japanese, Policy Analysis, Oracle, QuickBooks, Sendero, ProfitStars, Managerial Finance, Financial Planning
Education
London School of Economics and Political Science 1988 — 1989
International Finance
Coe College 1977 — 1981
B.A, Mathematics & Accounting
Teaneck High School
First American International Bank October 2014 - Present
First National Bank of Santa Fe December 2010 - June 2014
CIT January 2007 - November 2010
SMBC Leasing 1997 - 2006
BTM Leasing 1990 - 1997
Fox-Pitt, Kelton 1986 - 1990
KPMG 1984 - 1986
FDIC 1981 - 1984
Skills
Financial Modeling, Financial Reporting, Fixed Income, Essbase, Accounting, PeopleSoft, Structured Finance, Hyperion Enterprise, Financial Statements, Microsoft Excel, Finance, Equity Valuation, Financial Planners, VBA, Microsoft Office, Activity Based Costing, Visual Basic, Japanese, Policy Analysis, Oracle, QuickBooks, Sendero, ProfitStars, Managerial Finance, Financial Planning
Education
London School of Economics and Political Science 1988 — 1989
International Finance
Coe College 1977 — 1981
B.A, Mathematics & Accounting
Teaneck High School
Michael Kurtz's Fox-Pitt, Kelton Experience April 1996 - March 2000
Job BDC and Internet Sales Manager at Ramsey Chrysler Jeep Dodge
Industry Automotive
Experience
Ramsey Chrysler Jeep Dodge September 2014 - October 2015
Ramsey Acura September 2013 - September 2014
Prestige Lexus May 2012 - August 2013
The Benchmark Company July 2010 - May 2012
BENCHMARK COMPANY July 2010 - May 2012
BMO Capital Markets April 2000 - June 2010
BMO Capital Markets April 2000 - June 2010
Fox-Pitt, Kelton April 1996 - March 2000
FOX-PITT KELTON, INC January 1996 - January 2000
FIRST MANHATTAN CO January 1992 - January 1995
Skills
Series 7, Equities, Trading Systems, Options, Equity Trading, Capital Markets, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, Series 63, Hedge Funds, Electronic Trading, Financial Markets, Securities, Investment Banking, Automobile, Sales Management, Finance, Negotiation, Internet Savvy, Leasing, Mentoring, New Business Development, Financial Services, Investments
Education
University of Maryland 1977 — 1981
B.S, Finance and Marketing
University of Maryland College Park 1977 — 1981
Bachelor of Science, Marketing
University of Maryland College Park 1977 — 1981
Bachelor's degree, Marketing
Ramsey Chrysler Jeep Dodge September 2014 - October 2015
Ramsey Acura September 2013 - September 2014
Prestige Lexus May 2012 - August 2013
The Benchmark Company July 2010 - May 2012
BENCHMARK COMPANY July 2010 - May 2012
BMO Capital Markets April 2000 - June 2010
BMO Capital Markets April 2000 - June 2010
Fox-Pitt, Kelton April 1996 - March 2000
FOX-PITT KELTON, INC January 1996 - January 2000
FIRST MANHATTAN CO January 1992 - January 1995
Skills
Series 7, Equities, Trading Systems, Options, Equity Trading, Capital Markets, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, Series 63, Hedge Funds, Electronic Trading, Financial Markets, Securities, Investment Banking, Automobile, Sales Management, Finance, Negotiation, Internet Savvy, Leasing, Mentoring, New Business Development, Financial Services, Investments
Education
University of Maryland 1977 — 1981
B.S, Finance and Marketing
University of Maryland College Park 1977 — 1981
Bachelor of Science, Marketing
University of Maryland College Park 1977 — 1981
Bachelor's degree, Marketing
Raymond Barbieri's Fox-Pitt, Kelton Experience 2003 - 2007
Job Human Resources consultant specializing in global compensation and executive coaching.
Industry Human Resources
Experience
Taproot Foundation May 2008 - Present
Statim Partners, LLC September 2007 - Present
DBM 2008 - 2008
Swiss Re Financial Products Corp. December 2001 - May 2007
Fox-Pitt, Kelton 2003 - 2007
Statim Partners, LLC June 1997 - December 2001
EngenderHealth June 1997 - July 1999
Underwriters Laboratories August 1982 - May 1997
Skills
Talent Management, Enterprise 2.0, Change Management, Negotiation, Employee Relations, Organizational..., Deferred Compensation, Leadership Development, Mergers, Executive Coaching, Talent Acquisition, Recruiting, Leadership, Start-ups, Management Consulting, Coaching, Personnel Management, Human Resources, Management, Employment Law, Strategic Planning, Program Management, Employee Benefits, Performance Management, Benefits Administration, Mergers & Acquisitions, Risk Management, Onboarding, Executive Management, Workforce Planning, Employee Engagement, Hiring, Succession Planning, Organizational Design, Temporary Placement, Career Development, HR Consulting, HRIS, Consulting, Executive Search, HR Policies, Organizational..., Career Counseling, Applicant Tracking..., Employer Branding, Conflict Resolution, Technical Recruiting, Interviews, Sourcing, Staff Development
Education
Manhattan College 1968 — 1972
B.A., Management
Taproot Foundation May 2008 - Present
Statim Partners, LLC September 2007 - Present
DBM 2008 - 2008
Swiss Re Financial Products Corp. December 2001 - May 2007
Fox-Pitt, Kelton 2003 - 2007
Statim Partners, LLC June 1997 - December 2001
EngenderHealth June 1997 - July 1999
Underwriters Laboratories August 1982 - May 1997
Skills
Talent Management, Enterprise 2.0, Change Management, Negotiation, Employee Relations, Organizational..., Deferred Compensation, Leadership Development, Mergers, Executive Coaching, Talent Acquisition, Recruiting, Leadership, Start-ups, Management Consulting, Coaching, Personnel Management, Human Resources, Management, Employment Law, Strategic Planning, Program Management, Employee Benefits, Performance Management, Benefits Administration, Mergers & Acquisitions, Risk Management, Onboarding, Executive Management, Workforce Planning, Employee Engagement, Hiring, Succession Planning, Organizational Design, Temporary Placement, Career Development, HR Consulting, HRIS, Consulting, Executive Search, HR Policies, Organizational..., Career Counseling, Applicant Tracking..., Employer Branding, Conflict Resolution, Technical Recruiting, Interviews, Sourcing, Staff Development
Education
Manhattan College 1968 — 1972
B.A., Management
Jamie Easton's Fox-Pitt, Kelton Experience 2002 - 2005
Job Managing Director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners May 2010 - Present
Susquehanna International Group March 2005 - May 2010
Fox-Pitt, Kelton 2002 - 2005
Goldman Sachs July 2000 - February 2002
Education
University of Pennsylvania 1996 — 2000
Evercore Partners May 2010 - Present
Susquehanna International Group March 2005 - May 2010
Fox-Pitt, Kelton 2002 - 2005
Goldman Sachs July 2000 - February 2002
Education
University of Pennsylvania 1996 — 2000
Hitomi Asada, CFA's Fox-Pitt, Kelton Experience July 2000 - August 2007
Job Supervisory Analyst at Macquarie Capital (USA)
Industry Investment Banking
Experience
Macquarie Securities (USA) Inc 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller September 2007 - November 2009
Fox-Pitt, Kelton July 2000 - August 2007
Brown Brothers Harriman January 1999 - May 2000
Daiwa Bank January 1990 - December 1998
Skills
Series 7, Series 63, Series 24, Equity Research, Valuation, Financial Modeling
Education
The George Washington University - School of Business 1988 — 1989
MBA, Business Administration
Nagasaki Higashi High School
Nagasaki University
Bachelor, Economics
Macquarie Securities (USA) Inc 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller September 2007 - November 2009
Fox-Pitt, Kelton July 2000 - August 2007
Brown Brothers Harriman January 1999 - May 2000
Daiwa Bank January 1990 - December 1998
Skills
Series 7, Series 63, Series 24, Equity Research, Valuation, Financial Modeling
Education
The George Washington University - School of Business 1988 — 1989
MBA, Business Administration
Nagasaki Higashi High School
Nagasaki University
Bachelor, Economics
Chris Wright, CFA's Fox-Pitt, Kelton Experience July 2001 - March 2004
Job Research Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Kayne Anderson Rudnick January 2012 - Present
Alvarez & Marsal July 2009 - January 2012
Trust Company of the West June 2008 - August 2008
Houlihan Lokey March 2004 - June 2007
Fox-Pitt, Kelton July 2001 - March 2004
Skills
Financial Modeling, Valuation
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2007 — 2009
M.B.A, Finance
University of Pennsylvania - The Wharton School 1997 — 2001
BSE, Finance
Eileen Rufrano's Fox-Pitt, Kelton Experience May 1989 - June 2003
Job Accountant at Renaissance Property Associates, LLC
Industry Real Estate
Experience
Renaissance Property Associates, LLC April 2004 - Present
Fox-Pitt, Kelton May 1989 - June 2003
Education
Nassau Community College 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Renaissance Property Associates, LLC April 2004 - Present
Fox-Pitt, Kelton May 1989 - June 2003
Education
Nassau Community College 1978 — 1980
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Brendan Schoen's Fox-Pitt, Kelton Experience May 2007 - August 2007
Job Manager of Financial Planning & Analysis
Industry Insurance
Experience
1347 Property Insurance Holdings, Inc. (Nasdaq: PIH) July 2014 - Present
UPC Insurance (Nasdaq: UIHC) November 2010 - June 2014
Central States Funds January 2008 - August 2010
Fox-Pitt, Kelton May 2007 - August 2007
Caterpillar Inc. (NYSE: CAT) January 2007 - May 2007
Strategic Management Consulting August 2006 - December 2006
RLI (NYSE: RLI) April 2005 - August 2006
Skills
Corporate Finance, Strategic Analysis, Corporate Development, Financial Projections, P&C insurance, Financial Analysis, Industry Research, Financial Modeling, Analysis, Financial Risk, Underwriting, Accounting, Strategic Financial..., P&C Insurance, Forecasting, Mergers & Acquisitions
Education
Bradley University 2004 — 2007
B.S. ATG/B.S. FIN, Accounting and Finance
1347 Property Insurance Holdings, Inc. (Nasdaq: PIH) July 2014 - Present
UPC Insurance (Nasdaq: UIHC) November 2010 - June 2014
Central States Funds January 2008 - August 2010
Fox-Pitt, Kelton May 2007 - August 2007
Caterpillar Inc. (NYSE: CAT) January 2007 - May 2007
Strategic Management Consulting August 2006 - December 2006
RLI (NYSE: RLI) April 2005 - August 2006
Skills
Corporate Finance, Strategic Analysis, Corporate Development, Financial Projections, P&C insurance, Financial Analysis, Industry Research, Financial Modeling, Analysis, Financial Risk, Underwriting, Accounting, Strategic Financial..., P&C Insurance, Forecasting, Mergers & Acquisitions
Education
Bradley University 2004 — 2007
B.S. ATG/B.S. FIN, Accounting and Finance
Gregory Crawford's Fox-Pitt, Kelton Experience May 1996 - June 2003
Job Owner, Alliance Trust Company Nevada Trustee
Industry Financial Services
Experience
Alliance Trust Company January 2011 - Present
Sierra Nevada Wealth Management, LLC November 2007 - Present
Litchfield Capital Management, LLC June 2003 - June 2007
Fox-Pitt, Kelton May 1996 - June 2003
Skills
Alternative Investments, Wealth Management, Strategic Financial..., Portfolio Management, Valuation, Portfolio Optimization, Hedge Funds, Financial Advisory, Retirement Planning, Entrepreneurship, Estate Planning, Asset Management, Financial Services, Investment Management, Investment Strategies, Finance, Employee Benefits, Investment Advisory, Broadcast, Financial Planning
Education
University of Minnesota-Twin Cities 1992 — 1994
MHA, Healthcare Finance
University of California, Davis 1988 — 1992
BA, History, Political Science
Menlo School 1984 — 1988
HS Diploma
Peninsula School 1977 — 1984
I Guess, Play
Alliance Trust Company January 2011 - Present
Sierra Nevada Wealth Management, LLC November 2007 - Present
Litchfield Capital Management, LLC June 2003 - June 2007
Fox-Pitt, Kelton May 1996 - June 2003
Skills
Alternative Investments, Wealth Management, Strategic Financial..., Portfolio Management, Valuation, Portfolio Optimization, Hedge Funds, Financial Advisory, Retirement Planning, Entrepreneurship, Estate Planning, Asset Management, Financial Services, Investment Management, Investment Strategies, Finance, Employee Benefits, Investment Advisory, Broadcast, Financial Planning
Education
University of Minnesota-Twin Cities 1992 — 1994
MHA, Healthcare Finance
University of California, Davis 1988 — 1992
BA, History, Political Science
Menlo School 1984 — 1988
HS Diploma
Peninsula School 1977 — 1984
I Guess, Play
Margo Vignola's Fox-Pitt, Kelton Experience 2003 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fox-Pitt, Kelton 2003 - 2005
abn amro 2000 - 2002
Merrill Lynch 1995 - 2000
Salomon Brothers 1987 - 1995
Salomon Brothers - NYC 1987 - 1995
LF Rothschild Unterberg Towbin 1983 - 1987
american medical international 1978 - 1983
Skills
Hedge Funds, Capital Markets, Equity Research, Equities, Investment Banking, Alternative Investments, Valuation, Securities, Equity Trading, Portfolio Management, Series 7
Education
The Ohio State University 1970 — 1972
Master's Degree, Economics
university of california 1966 — 1970
ba, economicss
lowell high school
Fox-Pitt, Kelton 2003 - 2005
abn amro 2000 - 2002
Merrill Lynch 1995 - 2000
Salomon Brothers 1987 - 1995
Salomon Brothers - NYC 1987 - 1995
LF Rothschild Unterberg Towbin 1983 - 1987
american medical international 1978 - 1983
Skills
Hedge Funds, Capital Markets, Equity Research, Equities, Investment Banking, Alternative Investments, Valuation, Securities, Equity Trading, Portfolio Management, Series 7
Education
The Ohio State University 1970 — 1972
Master's Degree, Economics
university of california 1966 — 1970
ba, economicss
lowell high school
Genevieve Gacula's Fox-Pitt, Kelton Experience May 1998 - June 2008
Job Research at Neuberger Berman
Industry Hospital & Health Care
Experience
Neuberger Berman September 2006 - Present
Fox-Pitt, Kelton May 1998 - June 2008
fox-pitt, kelton 1999 - 2003
Education
Cornell University 1994 — 1996
MHA, Healthcare Administration
Carnegie Mellon University 1990 — 1994
BS, Biology
Neuberger Berman September 2006 - Present
Fox-Pitt, Kelton May 1998 - June 2008
fox-pitt, kelton 1999 - 2003
Education
Cornell University 1994 — 1996
MHA, Healthcare Administration
Carnegie Mellon University 1990 — 1994
BS, Biology
Shengyan Fan's Fox-Pitt, Kelton Experience July 2002 - May 2004
Job Vice President at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital Vice PresidentMacquarie Capital LtdSeptember 2006 - July 2008
ABN AMRO Hong Kong Ltd. August 2004 - August 2006
Fox-Pitt, Kelton July 2002 - May 2004
Lehman Brothers August 2000 - July 2002
Education
Tsinghua University
University of Oxford
南外
Macquarie Capital Vice PresidentMacquarie Capital LtdSeptember 2006 - July 2008
ABN AMRO Hong Kong Ltd. August 2004 - August 2006
Fox-Pitt, Kelton July 2002 - May 2004
Lehman Brothers August 2000 - July 2002
Education
Tsinghua University
University of Oxford
南外
Neiv Daboosh's Fox-Pitt, Kelton Experience September 2009 - December 2009
Job Director, Account Management at EPAM Systems
Industry Information Technology and Services
Experience
EPAM Systems June 2012 - Present
WNS Holdings LLC September 2007 - December 2012
American Express Business Travel June 2010 - June 2012
Cisco October 2007 - July 2010
Fox-Pitt, Kelton September 2009 - December 2009
Trainz February 2006 - October 2007
Nest Seekers International September 2004 - February 2006
GlobalBeats.com August 1999 - August 2004
Skills
Pricing Strategy, Financial Modeling, Financial Analysis, Pricing Analysis, Pricing Negotiations, Negotiation, Business Development, Cross-functional Team..., Strategy, Competitive Analysis, Process Improvement, Analysis, Business Strategy, Strategic Planning, Management Consulting, Investments, Business Analysis, Management, Business Intelligence, Leadership, E-commerce, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Strategy
University of Massachusetts, Amherst 1995 — 1997
BS, Microbiology
EPAM Systems June 2012 - Present
WNS Holdings LLC September 2007 - December 2012
American Express Business Travel June 2010 - June 2012
Cisco October 2007 - July 2010
Fox-Pitt, Kelton September 2009 - December 2009
Trainz February 2006 - October 2007
Nest Seekers International September 2004 - February 2006
GlobalBeats.com August 1999 - August 2004
Skills
Pricing Strategy, Financial Modeling, Financial Analysis, Pricing Analysis, Pricing Negotiations, Negotiation, Business Development, Cross-functional Team..., Strategy, Competitive Analysis, Process Improvement, Analysis, Business Strategy, Strategic Planning, Management Consulting, Investments, Business Analysis, Management, Business Intelligence, Leadership, E-commerce, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Strategy
University of Massachusetts, Amherst 1995 — 1997
BS, Microbiology
John Mitsos's Fox-Pitt, Kelton Experience 2004 - December 2009
Job Equity Trade Support at Macquarie Capital
Industry Financial Services
Experience
Macquarie Group January 2010 - Present
Fox-Pitt, Kelton 2004 - December 2009
Swiss Re 2004 - 2005
Pershing February 2001 - November 2004
Skills
Derivatives, Capital Markets, Series 63, Hedge Funds, Portfolio Management, Securities, Investments, Banking, Equity Derivatives, Fidessa, Series 7, Middle Office, Mutual Funds, Asset Management, Equities, Bloomberg, Trading
Education
State University of New York at Stony Brook
Bachelor of Arts, Economics, Minor in Spanish
Macquarie Group January 2010 - Present
Fox-Pitt, Kelton 2004 - December 2009
Swiss Re 2004 - 2005
Pershing February 2001 - November 2004
Skills
Derivatives, Capital Markets, Series 63, Hedge Funds, Portfolio Management, Securities, Investments, Banking, Equity Derivatives, Fidessa, Series 7, Middle Office, Mutual Funds, Asset Management, Equities, Bloomberg, Trading
Education
State University of New York at Stony Brook
Bachelor of Arts, Economics, Minor in Spanish
Alan Danzig's Fox-Pitt, Kelton Experience October 2001 - June 2003
Job Research Analyst at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC August 2012 - Present
JP Morgan September 2003 - August 2012
Fox-Pitt, Kelton October 2001 - June 2003
Stern Stewart July 1998 - September 2001
Skills
Equity Research, Valuation, Equities, Fixed Income, Credit Risk, Derivatives, Insurance, Financial Modeling, Asset Managment, Investments, Healthcare
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Healthcare Management
Marlboro High School 1990 — 1994
Lord Abbett & Co. LLC August 2012 - Present
JP Morgan September 2003 - August 2012
Fox-Pitt, Kelton October 2001 - June 2003
Stern Stewart July 1998 - September 2001
Skills
Equity Research, Valuation, Equities, Fixed Income, Credit Risk, Derivatives, Insurance, Financial Modeling, Asset Managment, Investments, Healthcare
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Healthcare Management
Marlboro High School 1990 — 1994
George Igweta's Fox-Pitt, Kelton Experience June 2009 - July 2009
Job Finance at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble September 2014 - Present
Wipro Consulting July 2010 - 2014
University of Chicago Booth School of Business September 2008 - June 2010
HeyMath! August 2009 - September 2009
Fox-Pitt, Kelton June 2009 - July 2009
HHCP Architects September 2007 - August 2008
Brand Architecture, Inc. September 2006 - August 2007
Simba Enterprises October 2004 - August 2006
Brand Architecture, Inc. July 2001 - September 2004
Iberafrica Systems (now Soluziona) July 1999 - February 2001
Skills
Management Consulting, Financial Modeling, Business Transformation, Business Analysis, Strategy, Mergers & Acquisitions, Business Strategy, Business Process..., Business Process..., Financial Analysis, Corporate Finance, Entrepreneurship, Finance Transformation, Strategic Planning, Architectural Design, Operations Management, ERP Implementations, Management, Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, Economics and Entrepreneurship concentrations (Dean's list)
University of Chicago 2008 — 2010
Master of Business Administration (MBA), Finance, Economics and Entrepreneurship concentrations (Dean’s list)
University of Nairobi 1992 — 1998
Bachelor of Architecture (B.Arch.), Architecture, Honors
Johann Wolfgang Goethe-Universität Frankfurt am Main 1992 — 1996
German Language, German Language and Literature
Procter & Gamble September 2014 - Present
Wipro Consulting July 2010 - 2014
University of Chicago Booth School of Business September 2008 - June 2010
HeyMath! August 2009 - September 2009
Fox-Pitt, Kelton June 2009 - July 2009
HHCP Architects September 2007 - August 2008
Brand Architecture, Inc. September 2006 - August 2007
Simba Enterprises October 2004 - August 2006
Brand Architecture, Inc. July 2001 - September 2004
Iberafrica Systems (now Soluziona) July 1999 - February 2001
Skills
Management Consulting, Financial Modeling, Business Transformation, Business Analysis, Strategy, Mergers & Acquisitions, Business Strategy, Business Process..., Business Process..., Financial Analysis, Corporate Finance, Entrepreneurship, Finance Transformation, Strategic Planning, Architectural Design, Operations Management, ERP Implementations, Management, Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, Economics and Entrepreneurship concentrations (Dean's list)
University of Chicago 2008 — 2010
Master of Business Administration (MBA), Finance, Economics and Entrepreneurship concentrations (Dean’s list)
University of Nairobi 1992 — 1998
Bachelor of Architecture (B.Arch.), Architecture, Honors
Johann Wolfgang Goethe-Universität Frankfurt am Main 1992 — 1996
German Language, German Language and Literature
Ned Roseberry's Fox-Pitt, Kelton Experience September 1993 - November 2009
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore ISI June 2010 - Present
Macquarie Bank December 2009 - March 2010
Fox-Pitt, Kelton September 1993 - November 2009
Skills
Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Valuation, Equity Research, Equities, Emerging Markets, Equity Valuation, Fixed Income, Private Equity, Securities, Series 7
Education
Boston College 1989 — 1993
BS, Finance, Marketing
Evercore ISI June 2010 - Present
Macquarie Bank December 2009 - March 2010
Fox-Pitt, Kelton September 1993 - November 2009
Skills
Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Financial Modeling, Bloomberg, Valuation, Equity Research, Equities, Emerging Markets, Equity Valuation, Fixed Income, Private Equity, Securities, Series 7
Education
Boston College 1989 — 1993
BS, Finance, Marketing
Tom Alonso's Fox-Pitt, Kelton Experience August 2007 - November 2009
Job Analyst at Macquarie Capital (USA)
Industry Financial Services
Experience
Macquarie Group 2007 - Present
Fox-Pitt, Kelton August 2007 - November 2009
Skills
Fundamental Research, Equity Research, Bloomberg, Valuation, Equities, Investment Banking, Financial Modeling, Research, Capital Markets, Risk Management, Hedge Funds, Equity Valuation, Alternative Investments, Fixed Income, Corporate Finance, DCF, Trading, Banking
Education
Baruch College
Bachelor's degree, Finance, General
Macquarie Group 2007 - Present
Fox-Pitt, Kelton August 2007 - November 2009
Skills
Fundamental Research, Equity Research, Bloomberg, Valuation, Equities, Investment Banking, Financial Modeling, Research, Capital Markets, Risk Management, Hedge Funds, Equity Valuation, Alternative Investments, Fixed Income, Corporate Finance, DCF, Trading, Banking
Education
Baruch College
Bachelor's degree, Finance, General
Gregg Novek's Fox-Pitt, Kelton Experience 1989 - 1990
Job Director of Global Sales, Morningstar Credit Ratings
Industry Financial Services
Experience
Morningstar July 2015 - Present
Beacon Trust Company October 2013 - July 2015
Fitch Ratings December 2000 - December 2012
Thomson Financial BankWatch, Inc. 1996 - 2000
Thomson Financial BankWatch, Inc. 1990 - 1996
Fox-Pitt, Kelton 1989 - 1990
Ryan Beck & Co. 1985 - 1989
The Ayco/American Express Corporation 1983 - 1985
Skills
Equities, Credit, Sales Management, Direct Sales, Media Relations, Fixed Income Research, Equity Research, Fixed Income Analysis, Mergers & Acquisitions, Bloomberg, Finance, CRM, Financial Services, Investment Banking, Banking, Fixed Income, Capital Markets, Investments, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lehigh University 1979 — 1983
Bachelor's degree, Finance
Morningstar July 2015 - Present
Beacon Trust Company October 2013 - July 2015
Fitch Ratings December 2000 - December 2012
Thomson Financial BankWatch, Inc. 1996 - 2000
Thomson Financial BankWatch, Inc. 1990 - 1996
Fox-Pitt, Kelton 1989 - 1990
Ryan Beck & Co. 1985 - 1989
The Ayco/American Express Corporation 1983 - 1985
Skills
Equities, Credit, Sales Management, Direct Sales, Media Relations, Fixed Income Research, Equity Research, Fixed Income Analysis, Mergers & Acquisitions, Bloomberg, Finance, CRM, Financial Services, Investment Banking, Banking, Fixed Income, Capital Markets, Investments, Portfolio Management, Management, Asset Management
Education
Seton Hall University 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lehigh University 1979 — 1983
Bachelor's degree, Finance
Jill Glaser's Fox-Pitt, Kelton Experience April 2005 - June 2007
Job Associate at Credit Suisse
Industry Research
Experience
Credit Suisse June 2007 - Present
Fox-Pitt, Kelton April 2005 - June 2007
Fox-Pitt Kelton 2005 - 2007
PricewaterhouseCoopers September 2001 - January 2004
Skills
Equity Research, Valuation, Equities
Education
Boston College 2004 — 2005
MS, Finance
College of the Holy Cross 1997 — 2001
BA, Economics-Accounting
Credit Suisse June 2007 - Present
Fox-Pitt, Kelton April 2005 - June 2007
Fox-Pitt Kelton 2005 - 2007
PricewaterhouseCoopers September 2001 - January 2004
Skills
Equity Research, Valuation, Equities
Education
Boston College 2004 — 2005
MS, Finance
College of the Holy Cross 1997 — 2001
BA, Economics-Accounting
Virginia Cheng, CFA's Fox-Pitt, Kelton Experience 2000 - 2003
Job Sr. Financial Officer at The World Bank Treasury
Industry Financial Services
Experience
The World Bank 2009 - Present
The Federation of Protestant Welfare Agencies 2006 - Present
JPMorgan Chase 2007 - 2009
ACE 2003 - 2007
Fox-Pitt, Kelton 2000 - 2003
Federal Reserve Bank of New York 1999 - 2000
US Treasury 1998 - 1999
Federal Reserve Bank of New York 1994 - 1998
Education
Georgetown University 1989 — 1994
MSFS, International Affairs / Economics
The World Bank 2009 - Present
The Federation of Protestant Welfare Agencies 2006 - Present
JPMorgan Chase 2007 - 2009
ACE 2003 - 2007
Fox-Pitt, Kelton 2000 - 2003
Federal Reserve Bank of New York 1999 - 2000
US Treasury 1998 - 1999
Federal Reserve Bank of New York 1994 - 1998
Education
Georgetown University 1989 — 1994
MSFS, International Affairs / Economics
Michael D. Flanagan's Fox-Pitt, Kelton Experience June 2004 - September 2008
Job Managing Director at Sterne Agee & Leach, Inc
Industry Defense & Space
Experience
Sterne Agee October 2008 - Present
Fox-Pitt, Kelton June 2004 - September 2008
Neuberger Berman January 1994 - January 2004
Skills
Trading, Strategic Planning, Series 7, Equities, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Business Strategy, Equity Research, Bloomberg, Series 63
Education
Saint Lawrence University 1987 — 1991
The Hotchkiss School 1984 — 1987
Sterne Agee October 2008 - Present
Fox-Pitt, Kelton June 2004 - September 2008
Neuberger Berman January 1994 - January 2004
Skills
Trading, Strategic Planning, Series 7, Equities, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Business Strategy, Equity Research, Bloomberg, Series 63
Education
Saint Lawrence University 1987 — 1991
The Hotchkiss School 1984 — 1987
Gary Ransom's Fox-Pitt, Kelton Experience June 2001 - April 2009
Job Insurance Professional
Industry Insurance
Experience
Dowling & Partners May 2010 - Present
Fox-Pitt, Kelton June 2001 - April 2009
Conning & Company September 1979 - May 2001
Travelers Insurance December 1976 - September 1979
Skills
Property & Casualty..., Homeowners, Actuarial Science, Mergers & Acquisitions, Equities, Bloomberg, Equity Research, Financial Modeling, Valuation, Capital Markets, Securities
Education
University of Washington 1974 — 1976
M.A., Mathematics
University of California, Santa Cruz 1972 — 1974
B.A., Mathematics
Dowling & Partners May 2010 - Present
Fox-Pitt, Kelton June 2001 - April 2009
Conning & Company September 1979 - May 2001
Travelers Insurance December 1976 - September 1979
Skills
Property & Casualty..., Homeowners, Actuarial Science, Mergers & Acquisitions, Equities, Bloomberg, Equity Research, Financial Modeling, Valuation, Capital Markets, Securities
Education
University of Washington 1974 — 1976
M.A., Mathematics
University of California, Santa Cruz 1972 — 1974
B.A., Mathematics
Sabi Hoxha's Fox-Pitt, Kelton Experience Human ResourcesUnited NationsMarch 2010 - Present
Job Human Resources at United Nations
Industry Investment Banking
Experience
Fox-Pitt, Kelton Human ResourcesUnited NationsMarch 2010 - Present
Education
Ashworth University 2008 — 2011
Diploma, Business Administration
Fox-Pitt, Kelton Human ResourcesUnited NationsMarch 2010 - Present
Education
Ashworth University 2008 — 2011
Diploma, Business Administration
Ivy de Dianous, CFA CPA's Fox-Pitt, Kelton Experience 2006 - 2009
Job Corporate Strategy, Citigroup
Industry Financial Services
Experience
Citigroup February 2010 - Present
Fox-Pitt, Kelton 2006 - 2009
NYSE New York Stock Exchange 2002 - 2005
Skills
Corporate Strategy, Investment Research, Capital Markets, Consumer Banking, Equity Research, Risk Management, Asset Management, New Business Development, Equities, Business Strategy, Business Development, Banking, Financial Services, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Investments, Bloomberg, Strategy, Financial Analysis, Portfolio Management
Education
NYU Stern School of Business
Master of Science (MS), Financial Engineering, Statistics
University of Maryland - Robert H. Smith School of Business
MBA, Finance, Information Systems
Citigroup February 2010 - Present
Fox-Pitt, Kelton 2006 - 2009
NYSE New York Stock Exchange 2002 - 2005
Skills
Corporate Strategy, Investment Research, Capital Markets, Consumer Banking, Equity Research, Risk Management, Asset Management, New Business Development, Equities, Business Strategy, Business Development, Banking, Financial Services, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Investments, Bloomberg, Strategy, Financial Analysis, Portfolio Management
Education
NYU Stern School of Business
Master of Science (MS), Financial Engineering, Statistics
University of Maryland - Robert H. Smith School of Business
MBA, Finance, Information Systems
Kristian Luetkehans's Fox-Pitt, Kelton Experience January 2008 - August 2008
Job Gasoline Trader
Industry Oil & Energy
Experience
BP July 2012 - Present
BP July 2010 - July 2011
British Petroleum June 2009 - July 2010
Fox-Pitt, Kelton January 2008 - August 2008
Education
Indiana University Bloomington 2005 — 2010
Bachelors, Finance, Political Science
Sydney University
BP July 2012 - Present
BP July 2010 - July 2011
British Petroleum June 2009 - July 2010
Fox-Pitt, Kelton January 2008 - August 2008
Education
Indiana University Bloomington 2005 — 2010
Bachelors, Finance, Political Science
Sydney University
Alyssa Reiter's Fox-Pitt, Kelton Experience 1992 - 1998
Job Sales Associate at Keller Williams Suburban Realty
Industry Real Estate
Experience
Keller Williams Suburban Realty August 2009 - Present
The Tempting Table 2005 - August 2009
Fox-Pitt, Kelton 1992 - 1998
Sanford C. Bernstein 1988 - 1992
Skills
Real Estate, Condos, Sellers, Equities, Equity Research, First Time Home Buyers, New Home Sales, Short Sales, Buyer Representation, Relocation, Public Relations
Education
New York University - Leonard N. Stern School of Business 1991 — 1996
MBA, Finance
The George Washington University 1983 — 1987
BBA, Finance/Marketing
Keller Williams Suburban Realty August 2009 - Present
The Tempting Table 2005 - August 2009
Fox-Pitt, Kelton 1992 - 1998
Sanford C. Bernstein 1988 - 1992
Skills
Real Estate, Condos, Sellers, Equities, Equity Research, First Time Home Buyers, New Home Sales, Short Sales, Buyer Representation, Relocation, Public Relations
Education
New York University - Leonard N. Stern School of Business 1991 — 1996
MBA, Finance
The George Washington University 1983 — 1987
BBA, Finance/Marketing
Robert Tardella's Fox-Pitt, Kelton Experience June 2009 - December 2009
Job Corporate Development at CNA Insurance
Industry Investment Banking
Experience
CNA Insurance October 2013 - Present
Macquarie Group June 2009 - October 2013
Fox-Pitt, Kelton June 2009 - December 2009
University of Illinois at Urbana-Champaign July 2005 - June 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Due Diligence, Finance, Corporate Development, Investment Banking, Bloomberg, Private Equity
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (B.S.), With Honors, Finance, General
CNA Insurance October 2013 - Present
Macquarie Group June 2009 - October 2013
Fox-Pitt, Kelton June 2009 - December 2009
University of Illinois at Urbana-Champaign July 2005 - June 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Due Diligence, Finance, Corporate Development, Investment Banking, Bloomberg, Private Equity
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (B.S.), With Honors, Finance, General
Isolde O'hanlon's Fox-Pitt, Kelton Experience April 2008 - December 2009
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets September 2011 - Present
Macquarie Capital Advisers December 2009 - July 2011
Fox-Pitt, Kelton April 2008 - December 2009
Education
Smith College
AB, Economics
BMO Capital Markets September 2011 - Present
Macquarie Capital Advisers December 2009 - July 2011
Fox-Pitt, Kelton April 2008 - December 2009
Education
Smith College
AB, Economics
Caroline Cameron's Fox-Pitt, Kelton Experience August 2006 - December 2009
Job Vice President at KBW
Industry Investment Banking
Experience
KBW January 2015 - Present
Edgeview Partners July 2011 - August 2012
Macquarie Capital Partners November 2009 - June 2011
Fox-Pitt, Kelton August 2006 - December 2009
Chubb Insurance Company of Europe June 2005 - July 2006
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Equities, Equity Research, Investments, Bloomberg, Private Equity
Education
Hamilton College 2001 — 2005
Psychology and Economics
KBW January 2015 - Present
Edgeview Partners July 2011 - August 2012
Macquarie Capital Partners November 2009 - June 2011
Fox-Pitt, Kelton August 2006 - December 2009
Chubb Insurance Company of Europe June 2005 - July 2006
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Equities, Equity Research, Investments, Bloomberg, Private Equity
Education
Hamilton College 2001 — 2005
Psychology and Economics
Christian Rivera's Fox-Pitt, Kelton Experience 2006 - 2009
Job Support Engineer at Clarksons
Industry Information Technology and Services
Experience
Boomtown! September 2014 - Present
Visium Asset Management June 2015 - Present
Clarksons June 2014 - June 2015
InfoHedge Technologies LLC September 2013 - July 2014
Markit May 2012 - July 2013
Newedge January 2011 - June 2012
fox pitt kelton 2006 - 2009
WESTERN ASSET MANAGEMENT February 2006 - October 2006
CIBC World Markets 2001 - 2003
Skills
Bloomberg, Market Data Analysis &..., Turret Support &..., VMware Infrastructure, VoIP, Active Directory, Microsoft Office, VBScript, Windows 7, Windows Server 2003, Windows Server 2008, Technical Support, Citrix Metaframe, Disaster Recovery, ITIL, Blackberry, Data Center, Trading Systems, Laptops, Troubleshooting, Windows Server, Market Analysis, Market Data, Network Administration, VMware, Options, Hardware, Electronic Trading, SQL, XP, Operating Systems, Cisco Technologies, System Administration, Networking, Virtualization, Microsoft Exchange, Citrix, Vendor Management, CRM, Blackberry Enterprise..., Infrastructure, Incident Management, VPN, Computer Hardware, DNS, IT Operations, Servers, SharePoint, IT Service Management, IT Management
Education
DeVry University 2001 — 2003
A.A.S, Electronic Engineering
john bowne high school 1992 — 1995
Diploma, Advanced English
Boomtown! September 2014 - Present
Visium Asset Management June 2015 - Present
Clarksons June 2014 - June 2015
InfoHedge Technologies LLC September 2013 - July 2014
Markit May 2012 - July 2013
Newedge January 2011 - June 2012
fox pitt kelton 2006 - 2009
WESTERN ASSET MANAGEMENT February 2006 - October 2006
CIBC World Markets 2001 - 2003
Skills
Bloomberg, Market Data Analysis &..., Turret Support &..., VMware Infrastructure, VoIP, Active Directory, Microsoft Office, VBScript, Windows 7, Windows Server 2003, Windows Server 2008, Technical Support, Citrix Metaframe, Disaster Recovery, ITIL, Blackberry, Data Center, Trading Systems, Laptops, Troubleshooting, Windows Server, Market Analysis, Market Data, Network Administration, VMware, Options, Hardware, Electronic Trading, SQL, XP, Operating Systems, Cisco Technologies, System Administration, Networking, Virtualization, Microsoft Exchange, Citrix, Vendor Management, CRM, Blackberry Enterprise..., Infrastructure, Incident Management, VPN, Computer Hardware, DNS, IT Operations, Servers, SharePoint, IT Service Management, IT Management
Education
DeVry University 2001 — 2003
A.A.S, Electronic Engineering
john bowne high school 1992 — 1995
Diploma, Advanced English
Tim Gould's Fox-Pitt, Kelton Experience 2005 - 2005
Job Owner / Managing Director Gould Capital
Industry Financial Services
Experience
Gould Capital 2005 - Present
MarshBerry 2013 - 2015
Blackwing Private Equity Perpetuation Fund 2013 - 2015
Fox-Pitt, Kelton 2005 - 2005
SNL Financial 2003 - 2005
Clear Money, Ltd. 2000 - 2003
Merrill Lynch 1996 - 2000
Lehman Brothers 1990 - 1996
Davis Polk & Wardwell LLP 1985 - 1988
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, Mergers, Financial Modeling, Investor Relations, Corporate Finance, Equity Capital Markets, Private Placements, Business Strategy, Equities, Capital Markets, Financial Services, M&A experience, Capital, IPO, Financial Institutions, Insurance, Due Diligence, New Business Development, Product Development, Change Management, CFOs, Series 7, Series 63, Series 24, Investments, Finance, Asset Management, Strategy
Education
Darden Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Virginia 1981 — 1985
Bachelor's degree, English Language and Literature, General
Syracuse University 1982 — 1983
Florence, Italy
Phillips Exeter Academy 1978 — 1981
High School
The Potomac School 1972 — 1978
Gould Capital 2005 - Present
MarshBerry 2013 - 2015
Blackwing Private Equity Perpetuation Fund 2013 - 2015
Fox-Pitt, Kelton 2005 - 2005
SNL Financial 2003 - 2005
Clear Money, Ltd. 2000 - 2003
Merrill Lynch 1996 - 2000
Lehman Brothers 1990 - 1996
Davis Polk & Wardwell LLP 1985 - 1988
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, Mergers, Financial Modeling, Investor Relations, Corporate Finance, Equity Capital Markets, Private Placements, Business Strategy, Equities, Capital Markets, Financial Services, M&A experience, Capital, IPO, Financial Institutions, Insurance, Due Diligence, New Business Development, Product Development, Change Management, CFOs, Series 7, Series 63, Series 24, Investments, Finance, Asset Management, Strategy
Education
Darden Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Virginia 1981 — 1985
Bachelor's degree, English Language and Literature, General
Syracuse University 1982 — 1983
Florence, Italy
Phillips Exeter Academy 1978 — 1981
High School
The Potomac School 1972 — 1978
Al Ming's Fox-Pitt, Kelton Experience November 2002 - May 2003
Job Senior Director of Product Architecture at The New York Times
Industry Internet
Experience
The New York TImes September 2013 - Present
The New York Times March 2012 - August 2013
Thomson Reuters February 2005 - March 2012
Wall Street Access May 2004 - November 2004
Fox-Pitt, Kelton November 2002 - May 2003
PricewaterhouseCoopers May 1998 - February 2002
Skills
Lean Product Development, Product Management, Product Discovery, Agile Methodologies, Digital Strategy, Design Thinking, Change Management, Rapid Prototyping, User Experience, User-centered Design, Digital Media, Social Media, Audience Development, Mobile Applications, Advertising, Process Improvement, Project Management, Organizational..., Social Psychology, User Interface Design, CMS, CSS, jQuery, HTML, JavaScript, Web Development, Web Analytics, PHP, Kanban, HTML5, XHTML, JSON, Node.js, ActionScript, Java, JSP, JSTL, SQL, XML, Photoshop, Illustrator, Flash, Dreamweaver
Education
New York University
B.A., Computer Science
School of Visual Arts
Silicon Valley Product Group
Workshop
The New York TImes September 2013 - Present
The New York Times March 2012 - August 2013
Thomson Reuters February 2005 - March 2012
Wall Street Access May 2004 - November 2004
Fox-Pitt, Kelton November 2002 - May 2003
PricewaterhouseCoopers May 1998 - February 2002
Skills
Lean Product Development, Product Management, Product Discovery, Agile Methodologies, Digital Strategy, Design Thinking, Change Management, Rapid Prototyping, User Experience, User-centered Design, Digital Media, Social Media, Audience Development, Mobile Applications, Advertising, Process Improvement, Project Management, Organizational..., Social Psychology, User Interface Design, CMS, CSS, jQuery, HTML, JavaScript, Web Development, Web Analytics, PHP, Kanban, HTML5, XHTML, JSON, Node.js, ActionScript, Java, JSP, JSTL, SQL, XML, Photoshop, Illustrator, Flash, Dreamweaver
Education
New York University
B.A., Computer Science
School of Visual Arts
Silicon Valley Product Group
Workshop
Charles Myers's Fox-Pitt, Kelton Experience September 2004 - December 2009
Job Partner, Evercore Partners
Industry Financial Services
Experience
Evercore Partners December 2009 - Present
Fox-Pitt, Kelton September 2004 - December 2009
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Capital Markets, Hedge Funds, Private Equity, Valuation, Equities, Emerging Markets, Corporate Finance, Alternative Investments, Bloomberg, Equity Research, Financial Markets, Fixed Income, Venture Capital, Securities
Education
Amherst College 1984 — 1988
B.A.
University of Cambridge
M.Phil
Evercore Partners December 2009 - Present
Fox-Pitt, Kelton September 2004 - December 2009
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Capital Markets, Hedge Funds, Private Equity, Valuation, Equities, Emerging Markets, Corporate Finance, Alternative Investments, Bloomberg, Equity Research, Financial Markets, Fixed Income, Venture Capital, Securities
Education
Amherst College 1984 — 1988
B.A.
University of Cambridge
M.Phil
Scott R. Barishaw's Fox-Pitt, Kelton Experience 1998 - 2009
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore Partners June 2010 - Present
Fox-Pitt, Kelton 1998 - 2009
Skills
Equity Research, Equities, Valuation, Investment Banking, Asset Management
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Rochester 1989 — 1992
Bachelor's Degree, Economics
Evercore Partners June 2010 - Present
Fox-Pitt, Kelton 1998 - 2009
Skills
Equity Research, Equities, Valuation, Investment Banking, Asset Management
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Rochester 1989 — 1992
Bachelor's Degree, Economics
Ian McDonald, CFA's Fox-Pitt, Kelton Experience September 2001 - March 2003
Job Managing Director at Hilltop Park Associates
Industry Investment Management
Experience
Hilltop Park Associates December 2011 - Present
Columbia Business School September 2010 - Present
Tourmalet Advisors September 2009 - December 2011
Kondaur Capital Corporation September 2008 - June 2011
Pequot Capital March 2003 - September 2009
Fox-Pitt, Kelton September 2001 - March 2003
Bethlehem Steel Pension Trust June 1999 - September 2001
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance & Accounting
United States Merchant Marine Academy 1988 — 1992
BA, cum laude
Hilltop Park Associates December 2011 - Present
Columbia Business School September 2010 - Present
Tourmalet Advisors September 2009 - December 2011
Kondaur Capital Corporation September 2008 - June 2011
Pequot Capital March 2003 - September 2009
Fox-Pitt, Kelton September 2001 - March 2003
Bethlehem Steel Pension Trust June 1999 - September 2001
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance & Accounting
United States Merchant Marine Academy 1988 — 1992
BA, cum laude
Christopher Wenzel's Fox-Pitt, Kelton Experience November 2003 - April 2006
Job Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. July 2009 - Present
Och-Ziff Capital Management April 2006 - July 2009
Fox-Pitt, Kelton November 2003 - April 2006
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Cum Laude, Economics
Universidad de Sevilla
Carlson Capital, L.P. July 2009 - Present
Och-Ziff Capital Management April 2006 - July 2009
Fox-Pitt, Kelton November 2003 - April 2006
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts, Cum Laude, Economics
Universidad de Sevilla
PRIYA MALHOTRA's Fox-Pitt, Kelton Experience 1999 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock 2005 - 2008
Fox-Pitt, Kelton 1999 - 2004
Fox-Pitt, Kelton 1997 - 1999
HSBC Asset Management 1994 - 1997
Education
London School of Economics and Political Science 1991 — 1994
Bachelor of Science (BSc), Economics
BlackRock 2005 - 2008
Fox-Pitt, Kelton 1999 - 2004
Fox-Pitt, Kelton 1997 - 1999
HSBC Asset Management 1994 - 1997
Education
London School of Economics and Political Science 1991 — 1994
Bachelor of Science (BSc), Economics
Sackett Cook's Fox-Pitt, Kelton Experience 1995 - 1998
Job Portfolio Manager International, Cramer Rosenthal McGlynn
Industry Investment Management
Experience
Cramer Rosenthal McGlynn April 2010 - Present
MENEMSHA Capital Group January 2005 - December 2007
Execution Limited 2002 - 2004
UBS 1998 - 2002
Fox Pitt kelton 1995 - 1998
Education
Tulane University 1988 — 1991
Bachelor of Arts (B.A.), Economics
Calvert school
Gilman School
Cramer Rosenthal McGlynn April 2010 - Present
MENEMSHA Capital Group January 2005 - December 2007
Execution Limited 2002 - 2004
UBS 1998 - 2002
Fox Pitt kelton 1995 - 1998
Education
Tulane University 1988 — 1991
Bachelor of Arts (B.A.), Economics
Calvert school
Gilman School
Donna Battalino's Fox-Pitt, Kelton Experience September 1988 - April 1989
Job Compliance Officer at George Weiss Associates
Industry Investment Management
Experience
George Weiss Associates April 1989 - Present
Fox-Pitt, Kelton September 1988 - April 1989
Skills
Alternative Investments, Hedge Funds, Securities, Equities, Fixed Income, Series 7, Fund Of Funds, Derivatives, Asset Management, Investment Management, Bloomberg, Capital Markets
Education
Bentley University 1984 — 1988
Bachelor's degree, Finance, General
George Weiss Associates April 1989 - Present
Fox-Pitt, Kelton September 1988 - April 1989
Skills
Alternative Investments, Hedge Funds, Securities, Equities, Fixed Income, Series 7, Fund Of Funds, Derivatives, Asset Management, Investment Management, Bloomberg, Capital Markets
Education
Bentley University 1984 — 1988
Bachelor's degree, Finance, General
Seth Huber's Fox-Pitt, Kelton Experience September 2000 - March 2006
Job Director at TD Securities
Industry Financial Services
Experience
TD Securities March 2006 - Present
Fox-Pitt, Kelton September 2000 - March 2006
Skills
Capital Markets, Fixed Income, Investments, Portfolio Management, Equities, Investment Banking, Bloomberg, Derivatives, Hedge Funds, Wealth Management, Securities, Asset Management
Education
Northeastern University 1994 — 1999
Bachelor of Arts (BA), Finance
Orchard Park High School 1990 — 1994
TD Securities March 2006 - Present
Fox-Pitt, Kelton September 2000 - March 2006
Skills
Capital Markets, Fixed Income, Investments, Portfolio Management, Equities, Investment Banking, Bloomberg, Derivatives, Hedge Funds, Wealth Management, Securities, Asset Management
Education
Northeastern University 1994 — 1999
Bachelor of Arts (BA), Finance
Orchard Park High School 1990 — 1994
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS