FTN Midwest

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FTN Midwest Employees

Employee
Years
Job
Industry
Alex Bisson, CFA Alex Bisson, CFA Greater Detroit Area Details
Alex Bisson, CFA's FTN Midwest Experience August 2006 - April 2009
Job Capital Strategy Manager at Ford Motor Company
Industry Facilities Services
Experience
Ford Motor Company  August 2015 - Present
Ford Motor Company  March 2015 - August 2015
Ford Motor Company  July 2014 - March 2015
Ford Motor Company  July 2013 - June 2014
Carnegie Mellon Tepper School of Business  August 2011 - May 2013
Ford Motor Company  May 2012 - August 2012
Northcoast Research  April 2009 - May 2011
FTN Midwest   August 2006 - April 2009

Skills
Asset Managment, Asset Management, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Management, Equity Research, Bloomberg, Data Analysis, Equities, Mergers, Investments, Project Management, Portfolio Management

Education
Carnegie Mellon University - Tepper School of Business   2011 — 2013
Master of Business Administration (MBA), Finance

John Carroll University   2002 — 2006
BA, Economics

Poland Seminary High School

Larry Cervetti Larry Cervetti Greater Memphis Area Details
Larry Cervetti's FTN Midwest Experience June 2001 - September 2007
Job CEO at Mattei's Garage, LLC
Industry Financial Services
Experience
Mattei's Garage, LLC   June 2011 - Present
Duncan-Williams  May 2009 - May 2011
Banc of America Investments  December 2007 - March 2009
FTN Midwest   June 2001 - September 2007
Suntrust Equitable   1998 - 2001
Principal Financial Securities  February 1994 - December 1997
Southwest Securities  1992 - 1994
First Tennessee Bank  1988 - 1990
Morgan Keegan  September 1986 - August 1988

Skills
Series 7

Education
Southern Methodist University - Cox School of Business   1990 — 1991
MBA

Haslam College of Business at the University of Tennessee   1982 — 1986
BS, Finance

Christian Brothers High School   1977 — 1982

Pete Angelokostopoulos Pete Angelokostopoulos Cleveland, Ohio Details
Pete Angelokostopoulos's FTN Midwest Experience December 2003 - June 2006
Job
Industry Financial Services
Experience
PNC Investments  January 2014 - Present
PNC  June 2010 - December 2013
Cleveland Research Company  June 2006 - April 2010
FTN Midwest   December 2003 - June 2006

Education
Baldwin Wallace University   1997 — 2001
Bachelor's Degree, Business Administration & Economics

Doug Ashton Doug Ashton Boston, Massachusetts Details
Doug Ashton's FTN Midwest Experience June 2006 - October 2007
Job Consultant to OpenExchange, Inc.
Industry Information Technology and Services
Experience
OpenExchange, Inc.   August 2015 - Present
OpenExchange, Inc.   April 2009 - July 2015
OpenExchange, Inc.   April 2009 - July 2015
LTC International, Inc.   2008 - 2009
FTN Midwest   June 2006 - October 2007
Eze Castle Research   November 2004 - June 2006
Pythar Capital Advisors   March 2002 - October 2004
Bear Stearns  April 2000 - November 2002
Jefferies & Co., Inc.   April 1996 - March 2000
Tucker Anthony  October 1994 - March 1996

Skills
Mergers, Start-ups, Venture Capital, Financial Modeling, Equities, Business Strategy, Asset Managment, Due Diligence, Competitive Analysis, Investments, Portfolio Management, Securities, Corporate Development, Capital Markets, Investor Relations, Valuation, Equity Research, Product Management, Private Equity, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Mobile Devices, Asset Management

Education
Georgetown University Law Center   1992 — 1993
LL.M, Taxation

Widener University School of Business   1990 — 1992
JD/MBA

Widener University School of Law   1989 — 1992
JD, Law and Finance

Eckerd College   1984 — 1988
Bachelor of Arts, Psychology

Stacie Jovancevic Stacie Jovancevic Greater Los Angeles Area Details
Stacie Jovancevic's FTN Midwest Experience 1999 - 2008
Job Finance Investments/Venture Capital
Industry Financial Services
Experience
FTN Midwest   1999 - 2008

Education
Case Western Reserve University School of Law   1997 — 1999

Baldwin Wallace University   1995 — 1997
BA, Finance & Political Science

Matthew VanEck, MAI Matthew VanEck, MAI Greater Los Angeles Area Details
Matthew VanEck, MAI's FTN Midwest Experience 2004 - 2005
Job Valuation Services Director at ColliersInternational
Industry Financial Services
Experience
Colliers-International  March 2015 - Present
American Appraisal  August 2014 - March 2015
FMV Opinions, Inc.   March 2005 - August 2014
Appraisal Institute  January 2013 - December 2013
FTN Midwest   2004 - 2005
Merrill Lynch  June 2003 - February 2004
Uline  2002 - 2002

Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Market Research, Microsoft Excel, Research

Education
University of Southern California   2000 — 2004
Bachelor of Arts (B.A.), Economics

Stephen Willoughby Stephen Willoughby Cleveland/Akron, Ohio Area Details
Stephen Willoughby's FTN Midwest Experience June 2003 - June 2006
Job Equity Research Analyst at Cleveland Research
Industry Investment Management
Experience
Cleveland Research Company  October 2007 - Present
Cleveland Research Company  June 2006 - October 2007
FTN Midwest   June 2003 - June 2006
FTN Midwest   June 2003 - June 2004

Skills
Life Sciences, Financial Modeling, Healthcare, Ophthalmology, Fundamental Research, Aesthetics, HPLC, PCR, Medical Devices, Research, Breast Augmentation, Cosmetics, Lifesciences, Strategic Planning, Forecasting, Equity Valuation, Valuation, Competitive Analysis, Financial Analysis, Finance, Management, Market Research, Pharmaceutical Industry, Leadership, Equity Research

Education
Miami University   1999 — 2003
Bachelor of Science, Finance

Glenoak

David Schumacher David Schumacher Cleveland/Akron, Ohio Area Details
David Schumacher's FTN Midwest Experience June 2002 - June 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

George Raguz George Raguz Cleveland/Akron, Ohio Area Details
George Raguz's FTN Midwest Experience July 2006 - October 2008
Job Manager of Risk Reporting at Progressive Insurance
Industry Research
Experience
Progressive Insurance  May 2009 - Present
FTN Midwest   July 2006 - October 2008
Ernst & Young  May 2005 - August 2006
Shaker Investments  September 2000 - January 2005
National City Bank  August 1999 - September 2000
AT&T  June 1998 - March 1999
Clean CEMP Consulting   July 1995 - August 1997

Skills
Financial Modeling, Competitive Analysis, Strategic Planning, Strategy, Financial Analysis, Analysis, Finance, Due Diligence, Data Analysis, Risk Management, Management, Business Analysis, Financial Risk, Portfolio Management, Leadership, Insurance, Investments, Process Improvement, Equities, Customer Service, Project Management, Executive Management, Vendor Management, Consulting, Financial Services, Investment Banking, Program Management, Banking, Business Process

Education
University of Rochester   1997 — 1999
MBA, Finance

The Ohio State University   1989 — 1995
BS, Civil Engineering

James Bright, CFA James Bright, CFA Greater New York City Area Details
James Bright, CFA's FTN Midwest Experience June 2007 - June 2008
Job Research Analyst at Piolet Capital
Industry Capital Markets
Experience
Piolet Capital   February 2015 - Present
Columbia Business School  January 2014 - May 2015
Red Oak Growth Partners  September 2014 - January 2015
The Benchmark Company  July 2008 - November 2013
FTN Midwest   June 2007 - June 2008
FTN Midwest   August 2006 - May 2007
FTN Midwest   August 2005 - June 2006

Skills
Series 63, Series 7, Valuation, Financial Modeling, Investments, Excel, Customer Relations, Microsoft Office, Research, Financial Analysis, Equity Research, Data Analysis, Equities, Institutional Sales, Securities, Hedge Funds, Capital Markets, Microsoft Excel

Education
Columbia University - Columbia Business School   2014 — 2015

Trinity College-Hartford   2001 — 2005
B.A., Economics

University School   1997 — 2001