FTN Equity Capital Markets
Industry: Capital market company
DescriptionHeadquarters: Cleveland, OH Founded: 1996 Parent organizations: First Horizon National Corporation, FH FF Mortgage Services LLC Subsidiary: FTN Midwest Asset Management Corp
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FTN Equity Capital Markets Employees
Employee
Years
Job
Industry
Steve Doll Steve Doll's FTN Equity Capital Markets Experience February 2005 - February 2010
Job Equity Sales Trader at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2010 - Present
FTN Equity Capital Markets February 2005 - February 2010
UBS July 2003 - January 2005
Skills
Equity Trading, Bloomberg, Series 63, Investment Banking, Equities, Equity Research, Electronic Trading, Equity Derivatives, Hedge Funds, Trading, Capital Markets, Securities, Trading Strategies, Sales, Investments, Financial Markets, Trading Systems, ETFs, Mutual Funds, Series 24, Emerging Markets, Options, Structured Products, Proprietary Trading, Asset Management, Prime Brokerage, Equity Valuation, Portfolio Management, Valuation, Traders, Bloomberg Terminal, Series 7, series 55
Education
Muhlenberg College 1999 — 2003
BA, Finance and Economics
Middletown High School South 1995 — 1999
Cowen and Company June 2010 - Present
FTN Equity Capital Markets February 2005 - February 2010
UBS July 2003 - January 2005
Skills
Equity Trading, Bloomberg, Series 63, Investment Banking, Equities, Equity Research, Electronic Trading, Equity Derivatives, Hedge Funds, Trading, Capital Markets, Securities, Trading Strategies, Sales, Investments, Financial Markets, Trading Systems, ETFs, Mutual Funds, Series 24, Emerging Markets, Options, Structured Products, Proprietary Trading, Asset Management, Prime Brokerage, Equity Valuation, Portfolio Management, Valuation, Traders, Bloomberg Terminal, Series 7, series 55
Education
Muhlenberg College 1999 — 2003
BA, Finance and Economics
Middletown High School South 1995 — 1999
John Sourbeer's FTN Equity Capital Markets Experience April 2008 - February 2010
Job Senior Associate at Marker LLC
Industry Venture Capital & Private Equity
Experience
Marker LLC July 2012 - September 2014
Mizuho Securities USA Inc. June 2011 - June 2012
Caris & Company February 2010 - June 2011
FTN Equity Capital Markets April 2008 - February 2010
Liberty Mutual Group April 2005 - August 2008
Skills
Equity Research, Equities, Series 7, Microsoft Excel, Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds, Factset, Thomson One, C++, Flash, Excel, Portfolio Management, Private Equity, Venture Capital, Mergers & Acquisitions, Due Diligence, Capital IQ
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Concentration in Asset Management
Boston College 2000 — 2004
B.S., Finance / Marketing
Marker LLC July 2012 - September 2014
Mizuho Securities USA Inc. June 2011 - June 2012
Caris & Company February 2010 - June 2011
FTN Equity Capital Markets April 2008 - February 2010
Liberty Mutual Group April 2005 - August 2008
Skills
Equity Research, Equities, Series 7, Microsoft Excel, Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds, Factset, Thomson One, C++, Flash, Excel, Portfolio Management, Private Equity, Venture Capital, Mergers & Acquisitions, Due Diligence, Capital IQ
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Concentration in Asset Management
Boston College 2000 — 2004
B.S., Finance / Marketing
Jay Donnelly's FTN Equity Capital Markets Experience 2009 - 2010
Job Investment Officer at Boston College
Industry Financial Services
Experience
Boston College April 2014 - Present
Wells Fargo Securities 2010 - April 2014
FTN Equity Capital Markets 2009 - 2010
Pacific Restaurant Group, LLC 2003 - 2009
Koning Restaurants International 1998 - 2003
Arthur Andersen 1995 - 1998
Skills
Valuation, Equities, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Asset Management, Bloomberg, Corporate Finance, Due Diligence, Private Equity, Business Valuation, Investments
Education
Boston College 1991 — 1995
BS, Accounting
Boston College April 2014 - Present
Wells Fargo Securities 2010 - April 2014
FTN Equity Capital Markets 2009 - 2010
Pacific Restaurant Group, LLC 2003 - 2009
Koning Restaurants International 1998 - 2003
Arthur Andersen 1995 - 1998
Skills
Valuation, Equities, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Hedge Funds, Asset Management, Bloomberg, Corporate Finance, Due Diligence, Private Equity, Business Valuation, Investments
Education
Boston College 1991 — 1995
BS, Accounting
Blaine Carroll, CFA Blaine Carroll, CFA's FTN Equity Capital Markets Experience July 2006 - April 2010
Job V.P. of Strategic Initiatives at Delta Dental of Rhode Island
Industry Venture Capital & Private Equity
Experience
Delta Dental of Rhode Island January 2014 - Present
Avian Securities December 2011 - December 2012
Hudson Securities/Rodman & Renshaw August 2010 - September 2011
FTN Equity Capital Markets July 2006 - April 2010
Oppenheimer & Co. June 2004 - July 2005
Adams & Harkness August 2000 - June 2004
SG Cowen June 1994 - August 2000
Skills
Wireless, Telecommunications, Financial Modeling, Equity Research, Semiconductors, Portfolio Management, Equities, Investments, Valuation, Financial Analysis, Capital Markets, Asset Managment
Education
Providence College 1979 — 1983
Bachelor of Arts, Math/Computer Science/Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1994
MBA, Finance, General
Delta Dental of Rhode Island January 2014 - Present
Avian Securities December 2011 - December 2012
Hudson Securities/Rodman & Renshaw August 2010 - September 2011
FTN Equity Capital Markets July 2006 - April 2010
Oppenheimer & Co. June 2004 - July 2005
Adams & Harkness August 2000 - June 2004
SG Cowen June 1994 - August 2000
Skills
Wireless, Telecommunications, Financial Modeling, Equity Research, Semiconductors, Portfolio Management, Equities, Investments, Valuation, Financial Analysis, Capital Markets, Asset Managment
Education
Providence College 1979 — 1983
Bachelor of Arts, Math/Computer Science/Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1994
MBA, Finance, General
Manolo Teijelo's FTN Equity Capital Markets Experience December 2002 - February 2010
Job Experienced Financial Consultant
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
Jessica (Johnson) Baron Jessica (Johnson) Baron's FTN Equity Capital Markets Experience January 2008 - April 2009
Job Group Fitness Instructor at Fitworks
Industry Health, Wellness and Fitness
Experience
Fitworks Fitness Center October 2014 - Present
KeyBanc Capital Markets December 2011 - February 2014
Victory Capital Management June 2009 - June 2010
FTN Equity Capital Markets January 2008 - April 2009
Cleveland Scene Magazine July 2007 - January 2008
Skills
Equity Research, Equities, Bloomberg, Series 7, Investments, Aerobics, Spinning, Fitness Consulting, Fitness Training, Fitness Instruction
Education
Baldwin Wallace University 2003 — 2007
Bachelor of Arts, Marketing
Baldwin Wallace University
Bachelor of Arts, Marketing
Lakeland Community College
Associate of Arts, Business Management
Fitworks Fitness Center October 2014 - Present
KeyBanc Capital Markets December 2011 - February 2014
Victory Capital Management June 2009 - June 2010
FTN Equity Capital Markets January 2008 - April 2009
Cleveland Scene Magazine July 2007 - January 2008
Skills
Equity Research, Equities, Bloomberg, Series 7, Investments, Aerobics, Spinning, Fitness Consulting, Fitness Training, Fitness Instruction
Education
Baldwin Wallace University 2003 — 2007
Bachelor of Arts, Marketing
Baldwin Wallace University
Bachelor of Arts, Marketing
Lakeland Community College
Associate of Arts, Business Management
John A. Baliotti II John A. Baliotti II's FTN Equity Capital Markets Experience 2006 - 2010
Job Director of Marketing and Business Development at The ExOne Company
Industry Machinery
Experience
The ExOne Company March 2015 - Present
Janney Montgomery Scott June 2012 - February 2015
Collins Stewart LLC November 2011 - February 2012
Capital Counsel LLC 2010 - April 2011
FTN Equity Capital Markets 2006 - 2010
Fulcrum Global Partners 2003 - 2005
UBS Investment Bank 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Sikorsky Aircraft 1991 - 1998
Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income
Education
Lehigh University 1997 — 2000
BSME, Mechanical Engineering
The University of Connecticut School of Business 1992 — 1996
MBA, Finance
The ExOne Company March 2015 - Present
Janney Montgomery Scott June 2012 - February 2015
Collins Stewart LLC November 2011 - February 2012
Capital Counsel LLC 2010 - April 2011
FTN Equity Capital Markets 2006 - 2010
Fulcrum Global Partners 2003 - 2005
UBS Investment Bank 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Sikorsky Aircraft 1991 - 1998
Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income
Education
Lehigh University 1997 — 2000
BSME, Mechanical Engineering
The University of Connecticut School of Business 1992 — 1996
MBA, Finance
Holly Rose's FTN Equity Capital Markets Experience 1999 - 2010
Job Administrative Assistant at Cleveland Research Company
Industry Executive Office
Experience
Cleveland Research Company April 2014 - Present
Creekside Restaurant & Bar 2011 - April 2014
Radiometer America 2012 - 2013
FTN Equity Capital Markets 1999 - 2010
Skills
Customer Service, Marketing, Sales, Customer Satisfaction, Editing, Microsoft Excel, Management, Microsoft Office, Data Entry, Outlook, Training, Public Speaking, PowerPoint, Microsoft Word, Research
Education
Cleveland State University
B.A., Communications
PSH
Cleveland Research Company April 2014 - Present
Creekside Restaurant & Bar 2011 - April 2014
Radiometer America 2012 - 2013
FTN Equity Capital Markets 1999 - 2010
Skills
Customer Service, Marketing, Sales, Customer Satisfaction, Editing, Microsoft Excel, Management, Microsoft Office, Data Entry, Outlook, Training, Public Speaking, PowerPoint, Microsoft Word, Research
Education
Cleveland State University
B.A., Communications
PSH
Ravi Pandey Ravi Pandey's FTN Equity Capital Markets Experience 2008 - 2010
Job Investment Analyst, West Virginia Jobs Investment Trust
Industry Venture Capital & Private Equity
Experience
West Virginia Jobs Investment Trust 2012 - Present
Langenberg & Company 2011 - 2012
FTN Equity Capital Markets 2008 - 2010
IBM Global Services 2006 - 2008
Pickerington Licensing Agency August 2005 - February 2006
Skills
Financial Modeling, Emerging Markets, Venture Capital, Corporate Finance, Valuation Analysis, Strategy, Market Research, Valuation, Business Development, Finance, Forecasting, Financial Analysis, Entrepreneurship, Investments, Portfolio Management, Analysis, Economics, Equities, Equity Research, Private Equity, Due Diligence, Investment Management, Bloomberg, Capital Markets, Hedge Funds, Mergers & Acquisitions, Investor Relations, Investment Banking, Securities, Financial Reporting, Financial Forecasting, Asset Management, Business Valuation, DCF, Equity Valuation, Corporate Development, Alternative Investments, Restructuring, Competitive Analysis, LBO
Education
Miami University 2001 — 2005
BA, Political Science and Economics
Miami University
West Virginia Jobs Investment Trust 2012 - Present
Langenberg & Company 2011 - 2012
FTN Equity Capital Markets 2008 - 2010
IBM Global Services 2006 - 2008
Pickerington Licensing Agency August 2005 - February 2006
Skills
Financial Modeling, Emerging Markets, Venture Capital, Corporate Finance, Valuation Analysis, Strategy, Market Research, Valuation, Business Development, Finance, Forecasting, Financial Analysis, Entrepreneurship, Investments, Portfolio Management, Analysis, Economics, Equities, Equity Research, Private Equity, Due Diligence, Investment Management, Bloomberg, Capital Markets, Hedge Funds, Mergers & Acquisitions, Investor Relations, Investment Banking, Securities, Financial Reporting, Financial Forecasting, Asset Management, Business Valuation, DCF, Equity Valuation, Corporate Development, Alternative Investments, Restructuring, Competitive Analysis, LBO
Education
Miami University 2001 — 2005
BA, Political Science and Economics
Miami University
Adeline Lee's FTN Equity Capital Markets Experience September 2006 - March 2010
Job Senior Research Associate at Citi
Industry Financial Services
Experience
Citi September 2010 - Present
Wedbush Securities July 2010 - September 2010
FTN Equity Capital Markets September 2006 - March 2010
Strategic Insight, LLC December 2004 - August 2006
Skills
Equity Research, Economics, Equities, Valuation, Financial Modeling, Securities, Analytics, Equity Valuation, Capital Markets, Hedge Funds, Investment Banking, Bloomberg, Corporate Finance, Portfolio Management
Education
Cornell University
Bachelor's Degree
Citi September 2010 - Present
Wedbush Securities July 2010 - September 2010
FTN Equity Capital Markets September 2006 - March 2010
Strategic Insight, LLC December 2004 - August 2006
Skills
Equity Research, Economics, Equities, Valuation, Financial Modeling, Securities, Analytics, Equity Valuation, Capital Markets, Hedge Funds, Investment Banking, Bloomberg, Corporate Finance, Portfolio Management
Education
Cornell University
Bachelor's Degree
David Schumacher's FTN Equity Capital Markets Experience 2002 - 2006
Job Partner at Cleveland Research Company
Industry Financial Services
Experience
Cleveland Research Company June 2006 - Present
CRC 2006 - Present
FTN Midwest June 2002 - June 2006
FTN Equity Capital Markets 2002 - 2006
TLT Capital Corp October 2000 - June 2002
Education
Marquette University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
The Hebrew University 1998 — 1998
Apocalyptic literature
University of St. Thomas - Opus College of Business 1994 — 1998
London School of Economics and Political Science, U. of London 1996 — 1996
Finance and Financial Management Services
Marquette University High School
Cleveland Research Company June 2006 - Present
CRC 2006 - Present
FTN Midwest June 2002 - June 2006
FTN Equity Capital Markets 2002 - 2006
TLT Capital Corp October 2000 - June 2002
Education
Marquette University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
The Hebrew University 1998 — 1998
Apocalyptic literature
University of St. Thomas - Opus College of Business 1994 — 1998
London School of Economics and Political Science, U. of London 1996 — 1996
Finance and Financial Management Services
Marquette University High School
James Deitzer, CFA's FTN Equity Capital Markets Experience June 2007 - March 2010
Job Investment Analyst
Industry Capital Markets
Experience
Parkwood Corporation May 2011 - April 2012
RBC Capital Markets March 2010 - April 2011
FTN Equity Capital Markets June 2007 - March 2010
CIBC World Markets June 2006 - May 2007
Education
Columbia University in the City of New York 2005 — 2007
MA, Bioinformatics
University of Pittsburgh 1998 — 2002
BS, Bioengineering
Parkwood Corporation May 2011 - April 2012
RBC Capital Markets March 2010 - April 2011
FTN Equity Capital Markets June 2007 - March 2010
CIBC World Markets June 2006 - May 2007
Education
Columbia University in the City of New York 2005 — 2007
MA, Bioinformatics
University of Pittsburgh 1998 — 2002
BS, Bioengineering
Joe Riccardo's FTN Equity Capital Markets Experience March 2009 - February 2010
Job Managing Director at Evercore
Industry Capital Markets
Experience
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Evan Morgan's FTN Equity Capital Markets Experience 2001 - 2007
Job Head of Sales at Rosenblatt Securities
Industry Capital Markets
Experience
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Tim Arthurs's FTN Equity Capital Markets Experience May 2001 - May 2005
Job Partner, Global Hunter Securities
Industry Capital Markets
Experience
Team 13 January 2009 - Present
Global Hunter Securities May 2007 - Present
Roth Capital Partners May 2005 - May 2008
FTN Equity Capital Markets May 2001 - May 2005
Skills
Equity Research, Investments, Securities, Capital Markets, Equities, Emerging Markets, Equity Capital Markets, Options, Investment Banking, Venture Capital, Analysis, Sales, Trading, Investor Relations, Corporate Finance, Training, Valuation
Education
Slippery Rock University of Pennsylvania
Economics, Finance & Marketing
University of Dayton
Business, Entrepreneurship
Team 13 January 2009 - Present
Global Hunter Securities May 2007 - Present
Roth Capital Partners May 2005 - May 2008
FTN Equity Capital Markets May 2001 - May 2005
Skills
Equity Research, Investments, Securities, Capital Markets, Equities, Emerging Markets, Equity Capital Markets, Options, Investment Banking, Venture Capital, Analysis, Sales, Trading, Investor Relations, Corporate Finance, Training, Valuation
Education
Slippery Rock University of Pennsylvania
Economics, Finance & Marketing
University of Dayton
Business, Entrepreneurship
Ann Hynes's FTN Equity Capital Markets Experience February 2009 - January 2010
Job Senior Healthcare Services Equity Analyst, Executive Director at Mizuho Securities Co., Ltd.
Industry Financial Services
Experience
Mizuho Securities Co., Ltd. June 2011 - Present
Caris & Company February 2010 - May 2011
FTN Equity Capital Markets February 2009 - January 2010
Leerink Swann September 2003 - June 2008
Cowen and Company October 1997 - September 2003
Skills
Valuation, Healthcare, Equities, Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Fairfield University 1989 — 1993
BA, Marketing
Mizuho Securities Co., Ltd. June 2011 - Present
Caris & Company February 2010 - May 2011
FTN Equity Capital Markets February 2009 - January 2010
Leerink Swann September 2003 - June 2008
Cowen and Company October 1997 - September 2003
Skills
Valuation, Healthcare, Equities, Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Fairfield University 1989 — 1993
BA, Marketing
Tim Chiang's FTN Equity Capital Markets Experience June 2006 - February 2010
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
CRT Capital Group March 2010 - April 2015
FTN Equity Capital Markets June 2006 - February 2010
Natexis Bleichroeder 2003 - 2006
Bank of America 1999 - 2003
UBS Investment Bank 1997 - 1999
Skills
Equity Research
Education
Carnegie Mellon University
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelor's degree
BTIG May 2015 - Present
CRT Capital Group March 2010 - April 2015
FTN Equity Capital Markets June 2006 - February 2010
Natexis Bleichroeder 2003 - 2006
Bank of America 1999 - 2003
UBS Investment Bank 1997 - 1999
Skills
Equity Research
Education
Carnegie Mellon University
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelor's degree
Randi Skrelja's FTN Equity Capital Markets Experience July 2006 - February 2010
Job Equity Analyst
Industry Financial Services
Experience
FTN Equity Capital Markets July 2006 - February 2010
Fulcrum Global Partners June 2004 - December 2005
U.S. Trust Company September 2000 - June 2004
U.S. Trust Company February 1999 - September 2000
Merrill Lynch June 1997 - October 1997
Education
Baruch College - Zicklin School of Business
MBA
Fordham University
BS
FTN Equity Capital Markets July 2006 - February 2010
Fulcrum Global Partners June 2004 - December 2005
U.S. Trust Company September 2000 - June 2004
U.S. Trust Company February 1999 - September 2000
Merrill Lynch June 1997 - October 1997
Education
Baruch College - Zicklin School of Business
MBA
Fordham University
BS
Peter Costa's FTN Equity Capital Markets Experience January 2005 - December 2009
Job at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2010 - Present
FTN Equity Capital Markets January 2005 - December 2009
Leerink Swann & Co June 2002 - July 2003
ABN AMRO December 1995 - March 2002
Skills
Valuation, Series 7, Investments, Capital Markets, Hedge Funds, Equity Research, Research, Equities, Investment Banking, Financial Modeling, Bloomberg, Asset Management, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Rensselaer Polytechnic Institute 1980 — 1984
BS, Industrial and Management Engineering
Wells Fargo Securities March 2010 - Present
FTN Equity Capital Markets January 2005 - December 2009
Leerink Swann & Co June 2002 - July 2003
ABN AMRO December 1995 - March 2002
Skills
Valuation, Series 7, Investments, Capital Markets, Hedge Funds, Equity Research, Research, Equities, Investment Banking, Financial Modeling, Bloomberg, Asset Management, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Rensselaer Polytechnic Institute 1980 — 1984
BS, Industrial and Management Engineering
Shawn Loftis's FTN Equity Capital Markets Experience April 2003 - May 2010
Job Storage Systems Administrator
Industry Information Technology and Services
Experience
FTN Financial May 2010 - Present
FTN Equity Capital Markets April 2003 - May 2010
Family Heritage Life Insurance (Contract) April 2002 - February 2003
InfoCision Management Corporation November 1995 - December 2001
Skills
Active Directory, Windows Server, Microsoft SQL Server, Network Administration, System Administration, IIS, SharePoint
Education
Kent State University at Trumbull 2000 — 2002
MCSE
FTN Financial May 2010 - Present
FTN Equity Capital Markets April 2003 - May 2010
Family Heritage Life Insurance (Contract) April 2002 - February 2003
InfoCision Management Corporation November 1995 - December 2001
Skills
Active Directory, Windows Server, Microsoft SQL Server, Network Administration, System Administration, IIS, SharePoint
Education
Kent State University at Trumbull 2000 — 2002
MCSE
James Toth's FTN Equity Capital Markets Experience 2006 - 2010
Job CFO at Northeast Ohio Payee Solutions, LLC
Industry Sports
Experience
Northeast Ohio Payee Solutions, LLC February 2010 - Present
Cleveland Inferno Soccer Club (formerly Erie Futbol Club) March 2001 - Present
FTN Equity Capital Markets 2006 - 2010
McDonald & Co/Keycorp November 1998 - May 2005
McDonald & Company Securities January 1968 - November 1998
Skills
Equity Research, Series 7, 63, 55, 24, 8, Equities, Investments, Securities, Financial Modeling, Financial Analysis, Valuation, Mutual Funds, Asset Management, Finance, Investment Banking, Due Diligence, Series 7, Portfolio Management, Bloomberg, Capital Markets, Hedge Funds
Education
Baldwin-Wallace College 1971 — 1979
Bachelor's, Finance/Accounting
John Marshal HS 1963 — 1967
Northeast Ohio Payee Solutions, LLC February 2010 - Present
Cleveland Inferno Soccer Club (formerly Erie Futbol Club) March 2001 - Present
FTN Equity Capital Markets 2006 - 2010
McDonald & Co/Keycorp November 1998 - May 2005
McDonald & Company Securities January 1968 - November 1998
Skills
Equity Research, Series 7, 63, 55, 24, 8, Equities, Investments, Securities, Financial Modeling, Financial Analysis, Valuation, Mutual Funds, Asset Management, Finance, Investment Banking, Due Diligence, Series 7, Portfolio Management, Bloomberg, Capital Markets, Hedge Funds
Education
Baldwin-Wallace College 1971 — 1979
Bachelor's, Finance/Accounting
John Marshal HS 1963 — 1967
Ken Leighton's FTN Equity Capital Markets Experience April 2006 - April 2009
Job Institutional Equity Sales at Longbow Research
Industry Financial Services
Experience
Longbow Research January 2015 - Present
Northcoast Research May 2009 - December 2014
FTN Equity Capital Markets April 2006 - April 2009
Education
John Carroll University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Dayton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Solon High School
Solon High School
Longbow Research January 2015 - Present
Northcoast Research May 2009 - December 2014
FTN Equity Capital Markets April 2006 - April 2009
Education
John Carroll University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Dayton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Solon High School
Solon High School
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial