FTN Midwest Securities
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
FTN Midwest Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FTN Midwest Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FTN Midwest Securities Employees
Employee
Years
Job
Industry
Scott Runyan Scott Runyan's FTN Midwest Securities Experience May 2001 - June 2006
Job Research Sales Partner at Cleveland Research Company
Industry Capital Markets
Experience
Michael L Runyan Foundation January 2011 - Present
Cleveland Research Company June 2006 - Present
FTN Midwest Securities May 2001 - June 2006
Skills
Financial Modeling, Equities, Hedge Funds, Equity Research, Investments
Education
Baldwin Wallace University 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Michael L Runyan Foundation January 2011 - Present
Cleveland Research Company June 2006 - Present
FTN Midwest Securities May 2001 - June 2006
Skills
Financial Modeling, Equities, Hedge Funds, Equity Research, Investments
Education
Baldwin Wallace University 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
John Smyth's FTN Midwest Securities Experience 2002 - 2006
Job Principal at Williams Trading, LLC
Industry Financial Services
Experience
Williams Trading, LLC 2009 - Present
North Sound Capital 2006 - 2009
FTN Midwest Securities 2002 - 2006
ABN AMRO Bank N.V. 1995 - 2002
Kidder Peabody 1987 - 1995
Skills
Hedge Funds, Equity Trading, Equities, Securities, Trading, Investments, Capital Markets, Institutional..., Bloomberg, Electronic Trading, Trading Systems, Asset Management, Market Data, Portfolio Management, Financial Analysis, FINRA, Equity Research, Options, Valuation, Risk Management, Asset Managment, Trading Strategies, Investment Management, Series 7, 24, 63, 55, Management, Marketing Communications, Coaching, Team Building, Team Leadership, Business Analysis, Consulting, Sales Management, Sales, Social Media, Technical Analysis, Marketing Strategy, Social Media Marketing, Client Liason, Customer Relations, Market Analysis
Education
Princeton University 1982 — 1986
B.A., History/ Economics
Stamford Catholic High School 1978 — 1982
Williams Trading, LLC 2009 - Present
North Sound Capital 2006 - 2009
FTN Midwest Securities 2002 - 2006
ABN AMRO Bank N.V. 1995 - 2002
Kidder Peabody 1987 - 1995
Skills
Hedge Funds, Equity Trading, Equities, Securities, Trading, Investments, Capital Markets, Institutional..., Bloomberg, Electronic Trading, Trading Systems, Asset Management, Market Data, Portfolio Management, Financial Analysis, FINRA, Equity Research, Options, Valuation, Risk Management, Asset Managment, Trading Strategies, Investment Management, Series 7, 24, 63, 55, Management, Marketing Communications, Coaching, Team Building, Team Leadership, Business Analysis, Consulting, Sales Management, Sales, Social Media, Technical Analysis, Marketing Strategy, Social Media Marketing, Client Liason, Customer Relations, Market Analysis
Education
Princeton University 1982 — 1986
B.A., History/ Economics
Stamford Catholic High School 1978 — 1982
Eric Linn Eric Linn's FTN Midwest Securities Experience January 2009 - May 2009
Job Investor Relations Analyst at United States Steel Corporation
Industry Mining & Metals
Experience
United States Steel Corporation April 2014 - Present
United States Steel Corporation March 2012 - March 2014
United States Steel Corporation October 2011 - February 2012
Northcoast Research May 2009 - August 2011
FTN Midwest Securities January 2009 - May 2009
US Steel June 2007 - August 2007
Merrill Lynch February 2006 - May 2006
Education
Duquesne University 2006 — 2008
MBA, Finance
United States Steel Corporation April 2014 - Present
United States Steel Corporation March 2012 - March 2014
United States Steel Corporation October 2011 - February 2012
Northcoast Research May 2009 - August 2011
FTN Midwest Securities January 2009 - May 2009
US Steel June 2007 - August 2007
Merrill Lynch February 2006 - May 2006
Education
Duquesne University 2006 — 2008
MBA, Finance
Chris Sheng's FTN Midwest Securities Experience June 2004 - October 2006
Job CoFounder / CEO at SimpleTux
Industry Entertainment
Experience
SimpleTux, LLC January 2014 - Present
Alliance Global December 2012 - December 2013
Red Baron Films October 2006 - December 2013
FTN Midwest Securities June 2004 - October 2006
The Geneva Companies October 2002 - June 2004
Financial Relations Board February 2002 - September 2002
City National Bank November 2000 - December 2001
Skills
Production, Financial Modeling, Treatments, Film Finance, Entertainment, Video Production, New Media, Film, Treatment, Television, Negotiation, Creative Direction, Post Production, Content Strategy, Social Media, Casting, Digital Media, Marketing, Film Production, Social Media Marketing, Entrepreneurship, Video
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
Management
New York University 1997 — 2001
Business
HKIS
HKIS
SimpleTux, LLC January 2014 - Present
Alliance Global December 2012 - December 2013
Red Baron Films October 2006 - December 2013
FTN Midwest Securities June 2004 - October 2006
The Geneva Companies October 2002 - June 2004
Financial Relations Board February 2002 - September 2002
City National Bank November 2000 - December 2001
Skills
Production, Financial Modeling, Treatments, Film Finance, Entertainment, Video Production, New Media, Film, Treatment, Television, Negotiation, Creative Direction, Post Production, Content Strategy, Social Media, Casting, Digital Media, Marketing, Film Production, Social Media Marketing, Entrepreneurship, Video
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2003
Management
New York University 1997 — 2001
Business
HKIS
HKIS
Pam Jaworowski's FTN Midwest Securities Experience April 2002 - January 2006
Job Client Services Manager at Employer's Coalition on Health
Industry Insurance
Experience
Employer's Coalition on Health January 2006 - Present
FTN Midwest Securities April 2002 - January 2006
Conseco Services L.L.C. 1998 - 2002
Skills
HIPAA, ICD-9, Claim, CPT, Health Insurance, Managed Care, Insurance, Medicare, Employee Benefits, Healthcare, Process Improvement, Healthcare Management, Healthcare Consulting, Medicaid
Education
Rock Valley College
Employer's Coalition on Health January 2006 - Present
FTN Midwest Securities April 2002 - January 2006
Conseco Services L.L.C. 1998 - 2002
Skills
HIPAA, ICD-9, Claim, CPT, Health Insurance, Managed Care, Insurance, Medicare, Employee Benefits, Healthcare, Process Improvement, Healthcare Management, Healthcare Consulting, Medicaid
Education
Rock Valley College
Brian Weisberg, CFA Brian Weisberg, CFA's FTN Midwest Securities Experience 2003 - 2004
Job
Industry Venture Capital & Private Equity
Experience
betaFACTORY August 2011 - Present
LikenShare January 2014 - November 2014
Symphonical June 2013 - July 2014
Forlaget Propell December 2012 - July 2014
Guardian Corporate April 2010 - July 2012
REIB AS April 2009 - September 2010
Realkapital Partners AS May 2007 - April 2009
McKinsey & Company 2005 - 2006
FTN Midwest Securities 2003 - 2004
KSP Financial Consultants 2002 - 2003
Skills
Early Stage Tech..., Business Modeling, Valuation and Financing, Valuation, Financial Modeling, Angel Investing, Incubation, Early Stage Companies, Business Plan Evaluation, PHP, Management Consulting, Finance, Entrepreneurship, Strategic Partnerships, Business Development, Start-ups, Business Strategy, Venture Capital, Business Planning, Mergers & Acquisitions, Private Equity, Technology, Strategy, Corporate Finance, Analytics, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Real Estate, Entrepreneurship
CFA Institute 2003 — 2006
2006, Chartered Financial Analyst (CFA)
Cornell University 1998 — 2001
B.Sci., Computer Science
Charter School of Wilmington 1996 — 1998
betaFACTORY August 2011 - Present
LikenShare January 2014 - November 2014
Symphonical June 2013 - July 2014
Forlaget Propell December 2012 - July 2014
Guardian Corporate April 2010 - July 2012
REIB AS April 2009 - September 2010
Realkapital Partners AS May 2007 - April 2009
McKinsey & Company 2005 - 2006
FTN Midwest Securities 2003 - 2004
KSP Financial Consultants 2002 - 2003
Skills
Early Stage Tech..., Business Modeling, Valuation and Financing, Valuation, Financial Modeling, Angel Investing, Incubation, Early Stage Companies, Business Plan Evaluation, PHP, Management Consulting, Finance, Entrepreneurship, Strategic Partnerships, Business Development, Start-ups, Business Strategy, Venture Capital, Business Planning, Mergers & Acquisitions, Private Equity, Technology, Strategy, Corporate Finance, Analytics, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Real Estate, Entrepreneurship
CFA Institute 2003 — 2006
2006, Chartered Financial Analyst (CFA)
Cornell University 1998 — 2001
B.Sci., Computer Science
Charter School of Wilmington 1996 — 1998
William Lockwood William Lockwood's FTN Midwest Securities Experience November 2004 - April 2009
Job Institutional Equity Sales at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research April 2009 - January 2015
FTN Midwest Securities November 2004 - April 2009
Pepsico 1998 - 2004
United States Marine Corps 1992 - 1996
Skills
Finance, Strategic Financial..., Valuation, Business Strategy, Banking, Relationship Management, Portfolio Management, Risk Management, Financial Modeling, Investments, Derivatives
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy
Kenyon College 1987 — 1991
BA, Economics
New Trier High School 1983 — 1987
Northcoast Research April 2009 - January 2015
FTN Midwest Securities November 2004 - April 2009
Pepsico 1998 - 2004
United States Marine Corps 1992 - 1996
Skills
Finance, Strategic Financial..., Valuation, Business Strategy, Banking, Relationship Management, Portfolio Management, Risk Management, Financial Modeling, Investments, Derivatives
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy
Kenyon College 1987 — 1991
BA, Economics
New Trier High School 1983 — 1987
Ben Bollin Ben Bollin's FTN Midwest Securities Experience April 2002 - June 2006
Job Communications Equipment Analyst at Cleveland Research Company
Industry Capital Markets
Experience
Cleveland Research Company June 2006 - Present
FTN Midwest Securities April 2002 - June 2006
American Express Financial Advisors September 2001 - March 2002
Skills
Financial Modeling, Valuation, Competitive Analysis, Financial Analysis, Finance, Investments, Management, Forecasting, Equity Research, Analysis, Market Research, Business Development
Education
The Ohio State University 1997 — 2001
Biology, Microbiology
Cleveland Research Company June 2006 - Present
FTN Midwest Securities April 2002 - June 2006
American Express Financial Advisors September 2001 - March 2002
Skills
Financial Modeling, Valuation, Competitive Analysis, Financial Analysis, Finance, Investments, Management, Forecasting, Equity Research, Analysis, Market Research, Business Development
Education
The Ohio State University 1997 — 2001
Biology, Microbiology
Conrad Lyon, CFA, CPA Conrad Lyon, CFA, CPA's FTN Midwest Securities Experience August 2006 - March 2008
Job Senior Equity Analyst at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. August 2010 - January 2014
Global Hunter Securities April 2008 - July 2010
FTN Midwest Securities August 2006 - March 2008
KeyBanc Capital Markets July 2004 - August 2006
Seagate Global Advisors February 2002 - July 2004
Deloitte July 1998 - December 2001
Deloitte August 1997 - July 1998
The Lyon Group February 1992 - July 1997
Skills
Equities, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Accounting and Finance
B. Riley & Co. August 2010 - January 2014
Global Hunter Securities April 2008 - July 2010
FTN Midwest Securities August 2006 - March 2008
KeyBanc Capital Markets July 2004 - August 2006
Seagate Global Advisors February 2002 - July 2004
Deloitte July 1998 - December 2001
Deloitte August 1997 - July 1998
The Lyon Group February 1992 - July 1997
Skills
Equities, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Accounting and Finance
Bryan Knoepp, CFA Bryan Knoepp, CFA's FTN Midwest Securities Experience January 2000 - July 2004
Job Senior Manager at EY
Industry Financial Services
Experience
EY December 2013 - Present
Duff & Phelps March 2013 - December 2013
Duff & Phelps (New York) September 2008 - March 2013
Duff & Phelps June 2007 - September 2008
FTN Midwest Securities January 2000 - July 2004
Skills
Asset Managment, Business Valuation, Valuation, Banking, Investments, Portfolio Management, Finance
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Miami University 1995 — 1999
BS, Business Administration
Westlake High School 1992 — 1995
EY December 2013 - Present
Duff & Phelps March 2013 - December 2013
Duff & Phelps (New York) September 2008 - March 2013
Duff & Phelps June 2007 - September 2008
FTN Midwest Securities January 2000 - July 2004
Skills
Asset Managment, Business Valuation, Valuation, Banking, Investments, Portfolio Management, Finance
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Miami University 1995 — 1999
BS, Business Administration
Westlake High School 1992 — 1995
Brett Galli Brett Galli's FTN Midwest Securities Experience May 2007 - May 2008
Job Senior Manager U.S. Physical Trading Peabody COALTRADE
Industry Mining & Metals
Experience
Peabody Energy September 2010 - Present
Peabody Energy May 2008 - September 2010
FTN Midwest Securities May 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Bloomberg, Due Diligence, Private Equity, Investments, Business Strategy, Coal, Strategic Planning, Investment Banking, Commodity, Trading, Energy, Long-term Customer..., Derivatives, Mergers & Acquisitions, Hedging
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
MBA
Belmont University 2003 — 2007
BBA, Finance
Peabody Energy September 2010 - Present
Peabody Energy May 2008 - September 2010
FTN Midwest Securities May 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers, Bloomberg, Due Diligence, Private Equity, Investments, Business Strategy, Coal, Strategic Planning, Investment Banking, Commodity, Trading, Energy, Long-term Customer..., Derivatives, Mergers & Acquisitions, Hedging
Education
Washington University in St. Louis - Olin Business School 2011 — 2013
MBA
Belmont University 2003 — 2007
BBA, Finance
R. Justin Scanlon, CIMA® R. Justin Scanlon, CIMA®'s FTN Midwest Securities Experience October 2006 - April 2008
Job Investment Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments February 2010 - April 2013
Fidelity Investments May 2008 - February 2010
FTN Midwest Securities October 2006 - April 2008
Acushnet Company May 2005 - October 2006
Twins Enterprise April 1996 - October 2006
PGA TOUR May 2002 - October 2005
Morgan Stanley January 2003 - October 2003
Skills
Investment Strategies, Portfolio Strategy, Investments, Portfolio Management, Retirement, Certified Investment..., Asset Allocation, Investment Management, Capital Markets, Investment Advisory, Mutual Funds, 401k, Series 7, Series 63, Wealth Management, Asset Management, Retirement Planning, Equities, Financial Services, Alternative Investments, Fixed Income, Financial Planning, Sales, Finance, Financial Advisory, Relationship Management, Business Development
Education
Univ of Pennsylvania - Aresty Institute of Executive Education - The Wharton School of Business 2012 — 2012
Certified Investment Management Analyst Program, Investments and Securities
Roger Williams University 2000 — 2004
Bachelor of Science (BS), Finance
Fidelity Investments April 2013 - Present
Fidelity Investments February 2010 - April 2013
Fidelity Investments May 2008 - February 2010
FTN Midwest Securities October 2006 - April 2008
Acushnet Company May 2005 - October 2006
Twins Enterprise April 1996 - October 2006
PGA TOUR May 2002 - October 2005
Morgan Stanley January 2003 - October 2003
Skills
Investment Strategies, Portfolio Strategy, Investments, Portfolio Management, Retirement, Certified Investment..., Asset Allocation, Investment Management, Capital Markets, Investment Advisory, Mutual Funds, 401k, Series 7, Series 63, Wealth Management, Asset Management, Retirement Planning, Equities, Financial Services, Alternative Investments, Fixed Income, Financial Planning, Sales, Finance, Financial Advisory, Relationship Management, Business Development
Education
Univ of Pennsylvania - Aresty Institute of Executive Education - The Wharton School of Business 2012 — 2012
Certified Investment Management Analyst Program, Investments and Securities
Roger Williams University 2000 — 2004
Bachelor of Science (BS), Finance
Chris Staneluis Chris Staneluis's FTN Midwest Securities Experience June 1999 - December 2002
Job Director Client Solutions at The Freedonia Group
Industry Investment Management
Experience
The Freedonia Group January 2015 - Present
Elessar Investment Management, LLC March 2009 - September 2014
Warrington Partners, LLC July 2005 - January 2008
National City Investment Management/Armada Funds January 2003 - June 2005
FTN Midwest Securities June 1999 - December 2002
Parker Hannifin July 1993 - May 1999
Skills
Portfolio Management, Equities, Strategic Planning, Equity Research, Management, Hedge Funds, Investments, Marketing, Securities, Investment Management, Strategy, Valuation, Asset Management, Financial Modeling, Entrepreneurship, Project Management, Fundamental Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1998
MBA, Finance
University of Cincinnati 1988 — 1993
BS, Aerospace Engineering
The Freedonia Group January 2015 - Present
Elessar Investment Management, LLC March 2009 - September 2014
Warrington Partners, LLC July 2005 - January 2008
National City Investment Management/Armada Funds January 2003 - June 2005
FTN Midwest Securities June 1999 - December 2002
Parker Hannifin July 1993 - May 1999
Skills
Portfolio Management, Equities, Strategic Planning, Equity Research, Management, Hedge Funds, Investments, Marketing, Securities, Investment Management, Strategy, Valuation, Asset Management, Financial Modeling, Entrepreneurship, Project Management, Fundamental Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1998
MBA, Finance
University of Cincinnati 1988 — 1993
BS, Aerospace Engineering
Denise Klemencic Denise Klemencic's FTN Midwest Securities Experience 2005 - 2007
Job Finance/Banking
Industry Financial Services
Experience
KeyBank October 2013 - April 2014
Morgan Stanley January 2013 - April 2013
Walnut Street Securities, Inc., a MetLife Company May 2009 - December 2012
UBS Financial Services Inc. December 2007 - April 2009
FTN Midwest Securities 2005 - 2007
Charter One Bank 1999 - 2004
Mellon Mortgage Company 1998 - 1999
University Hospitals of Cleveland, Rainbow Babies & Children's 1996 - 1998
Cleveland Clinic 1994 - 1996
Skills
Retirement Planning, Financial Advisory, FINRA, Series 4, Series 7, Series 24, Series 51, Series 63, Series 66, Compliance, Strategic Financial..., Investment Management, Insurance, Disability Insurance, Long Term Care Insurance, Personal Finance, Investments, Mutual Funds, Cash Management, Securities, Variable Annuities, Credit Risk, Financial Analysis, Loan Servicing, Medical Terminology, Medical Records, Medical Coding, Supervisory Experience, Commercial Banking, Financial Services, Mortgage Servicing, Animal Welfare, Animal Foster Care, Allied Health, Athletic Training, Exercise Physiology, Non-profit Volunteer, Hospitality Industry, Retail Sales, Physical Inventory, Commercial Real Estate, Long Distance Running, Cheerleading, Restaurants, Executive..., Cancer, Orthopedics, Pediatric Orthopedics, Hematology/Medical..., Cashiering
Education
The Ohio State University 1989 — 1994
Two Bachelors of Arts (BA), Psychology and Women's Studies
Miami University 1987 — 1989
Zoology/Pre-Physical Therapy
KeyBank October 2013 - April 2014
Morgan Stanley January 2013 - April 2013
Walnut Street Securities, Inc., a MetLife Company May 2009 - December 2012
UBS Financial Services Inc. December 2007 - April 2009
FTN Midwest Securities 2005 - 2007
Charter One Bank 1999 - 2004
Mellon Mortgage Company 1998 - 1999
University Hospitals of Cleveland, Rainbow Babies & Children's 1996 - 1998
Cleveland Clinic 1994 - 1996
Skills
Retirement Planning, Financial Advisory, FINRA, Series 4, Series 7, Series 24, Series 51, Series 63, Series 66, Compliance, Strategic Financial..., Investment Management, Insurance, Disability Insurance, Long Term Care Insurance, Personal Finance, Investments, Mutual Funds, Cash Management, Securities, Variable Annuities, Credit Risk, Financial Analysis, Loan Servicing, Medical Terminology, Medical Records, Medical Coding, Supervisory Experience, Commercial Banking, Financial Services, Mortgage Servicing, Animal Welfare, Animal Foster Care, Allied Health, Athletic Training, Exercise Physiology, Non-profit Volunteer, Hospitality Industry, Retail Sales, Physical Inventory, Commercial Real Estate, Long Distance Running, Cheerleading, Restaurants, Executive..., Cancer, Orthopedics, Pediatric Orthopedics, Hematology/Medical..., Cashiering
Education
The Ohio State University 1989 — 1994
Two Bachelors of Arts (BA), Psychology and Women's Studies
Miami University 1987 — 1989
Zoology/Pre-Physical Therapy
Brad Wheeler's FTN Midwest Securities Experience January 2001 - June 2006
Job Institutional Sales at Cleveland Research Company
Industry Capital Markets
Experience
Cleveland Research Company June 2006 - Present
FTN Midwest Securities January 2001 - June 2006
Midwest Research Group May 1997 - December 2000
U.S. Bank June 1992 - August 1996
Skills
Equity Sales, Equities, Equity Research, Investments, Sports Coaching, Institutional, Series 7, Series 63, Equity Valuation, Capital Markets, Trading, Management, Banking
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Miami University 1984 — 1989
Bachelor of Science (BS), Public Finance
Cleveland Research Company June 2006 - Present
FTN Midwest Securities January 2001 - June 2006
Midwest Research Group May 1997 - December 2000
U.S. Bank June 1992 - August 1996
Skills
Equity Sales, Equities, Equity Research, Investments, Sports Coaching, Institutional, Series 7, Series 63, Equity Valuation, Capital Markets, Trading, Management, Banking
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Miami University 1984 — 1989
Bachelor of Science (BS), Public Finance
Betsy Watts Koch's FTN Midwest Securities Experience 2002 - 2009
Job Editor at a brokerage firm
Industry Capital Markets
Experience
a brokerage firm 1990 - Present
FTN Midwest Securities 2002 - 2009
JC Bradford 1990 - 1994
Skills
Editing, Editorial, Copy Editing, Corporate Communications, Publishing, Proofreading, Copywriting, Press Releases, Social Media
Education
Tulane University 1979 — 1982
Bachelor's degree, English Language and Literature/Letters
a brokerage firm 1990 - Present
FTN Midwest Securities 2002 - 2009
JC Bradford 1990 - 1994
Skills
Editing, Editorial, Copy Editing, Corporate Communications, Publishing, Proofreading, Copywriting, Press Releases, Social Media
Education
Tulane University 1979 — 1982
Bachelor's degree, English Language and Literature/Letters
Matt Lower Matt Lower's FTN Midwest Securities Experience June 2006 - December 2008
Job Senior Vice President, Sales at Northcoast Research
Industry Financial Services
Experience
Northcoast Research August 2009 - Present
KeyBanc Capital Markets December 2008 - August 2009
FTN Midwest Securities June 2006 - December 2008
Skills
Series 7, Equities, Series 63, Financial Analysis, Investments, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Mutual Funds, Capital Markets
Education
John Carroll University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Northcoast Research August 2009 - Present
KeyBanc Capital Markets December 2008 - August 2009
FTN Midwest Securities June 2006 - December 2008
Skills
Series 7, Equities, Series 63, Financial Analysis, Investments, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Mutual Funds, Capital Markets
Education
John Carroll University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Scott Hiltebrant Scott Hiltebrant's FTN Midwest Securities Experience April 2002 - October 2005
Job Senior Counselor
Industry Venture Capital & Private Equity
Experience
Touchstone Capital Advisors, Inc. January 2007 - Present
Cambria Investment Management, Inc. October 2005 - January 2007
FTN Midwest Securities April 2002 - October 2005
McDonald Investments, Inc. March 2001 - April 2002
McDonald Investments, Cleveland OH June 1999 - March 2001
Skills
Trading, Investment Strategies, Valuation, Private Equity, Fixed Income, Derivatives, Asset Management, Investment Advisory, Technical Analysis, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Management, Dividends, Quantitative Research, Alternative Investments, Currency, Emerging Markets, Reverse Mergers, Portfolio Optimization, Trading Strategies, Investment Banking, Equity Trading, Commodity Markets, New Business Development, Venture Capital
Education
Regent's College London, UK 1996 — 1999
Finance Degree
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Touchstone Capital Advisors, Inc. January 2007 - Present
Cambria Investment Management, Inc. October 2005 - January 2007
FTN Midwest Securities April 2002 - October 2005
McDonald Investments, Inc. March 2001 - April 2002
McDonald Investments, Cleveland OH June 1999 - March 2001
Skills
Trading, Investment Strategies, Valuation, Private Equity, Fixed Income, Derivatives, Asset Management, Investment Advisory, Technical Analysis, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Management, Dividends, Quantitative Research, Alternative Investments, Currency, Emerging Markets, Reverse Mergers, Portfolio Optimization, Trading Strategies, Investment Banking, Equity Trading, Commodity Markets, New Business Development, Venture Capital
Education
Regent's College London, UK 1996 — 1999
Finance Degree
Miami University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Eric Filipovitz Eric Filipovitz's FTN Midwest Securities Experience January 2002 - June 2005
Job Senior Data Analyst at Vertical Knowledge LLC
Industry Financial Services
Experience
Vertical Knowledge LLC March 2014 - Present
National Interstate Insurance Company September 2012 - March 2014
Shannon Capital Management September 2010 - July 2012
CapitalSource June 2007 - September 2010
FTN Midwest Securities January 2002 - June 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance & Investments
Miami University 1997 — 2001
B.S., Finance
Vertical Knowledge LLC March 2014 - Present
National Interstate Insurance Company September 2012 - March 2014
Shannon Capital Management September 2010 - July 2012
CapitalSource June 2007 - September 2010
FTN Midwest Securities January 2002 - June 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance & Investments
Miami University 1997 — 2001
B.S., Finance
Anthony Polini Anthony Polini's FTN Midwest Securities Experience January 2002 - April 2005
Job Principal/Director of Research at American Capital Partners
Industry Financial Services
Experience
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
American Capital Partners January 2015 - Present
Raymond James & Associates, Inc October 2007 - January 2015
Advest, Inc. May 2005 - September 2007
FTN Midwest Securities January 2002 - April 2005
Advest, Inc. January 1995 - December 2002
Mabon January 1993 - December 1995
A.G. Edwards January 1987 - December 1992
Skills
Series 7, Management, Investments, Securities, Equities, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Capital Markets, Equity Valuation, Equity Research, Mergers & Acquisitions, Portfolio Management, Series 63, Series 24, Banking, Financial Services, Hedge Funds, Private Equity, Financial Modeling, Equity Trading, Asset Management, Investment Banking, Risk Management, Strategic Financial..., Wealth Management, Asset Allocation, Options, Financial Advisory, Mutual Funds, Due Diligence, Investment Management, Corporate Finance, Finance, Series 65, Investment Advisory, FINRA, Investor Relations, Fixed Income, Derivatives, Trading, Financial Markets, ETFs, Investment Strategies, Bonds, Emerging Markets, Equity Capital Markets, Institutional..., Uniform Combined State...
Education
St John's University
MBA, Finance
University of Pennsylvania
BA, Psychology & Philosophy
Beth Ingerman Beth Ingerman's FTN Midwest Securities Experience June 2004 - April 2006
Job Worldwide Manager, Compensation and Benefits Planning at ERICO
Industry Human Resources
Experience
ERICO February 2014 - Present
ERICO January 2009 - June 2010
ERICO April 2006 - January 2009
FTN Midwest Securities June 2004 - April 2006
Skills
Employee Benefits, Onboarding, Deferred Compensation, Performance Management, Employee Relations, Compensation Strategies, Budget Forecasts, Bonus Programs, Global Compensation, Employee Training, Financial Metrics, Written & Oral..., Cognos, Salary Review, Compensation & Benefits..., HR Project Management, Financial Analysis, Management, Excel Dashboards, Market Research, Financial Modeling, Compensation Structures, Compensation & Benefits, Recruiting, Team Building, Process Improvement, Strategic Planning
Education
University of Dayton 2000 — 2004
Bachelor of Science (BS), Finance, Marketing
ERICO February 2014 - Present
ERICO January 2009 - June 2010
ERICO April 2006 - January 2009
FTN Midwest Securities June 2004 - April 2006
Skills
Employee Benefits, Onboarding, Deferred Compensation, Performance Management, Employee Relations, Compensation Strategies, Budget Forecasts, Bonus Programs, Global Compensation, Employee Training, Financial Metrics, Written & Oral..., Cognos, Salary Review, Compensation & Benefits..., HR Project Management, Financial Analysis, Management, Excel Dashboards, Market Research, Financial Modeling, Compensation Structures, Compensation & Benefits, Recruiting, Team Building, Process Improvement, Strategic Planning
Education
University of Dayton 2000 — 2004
Bachelor of Science (BS), Finance, Marketing
Isaiah Knouff's FTN Midwest Securities Experience June 2007 - June 2008
Job
Industry Venture Capital & Private Equity
Experience
River Capital Partners June 2014 - Present
Coker Capital Advisors July 2012 - June 2014
SunTrust Robinson Humphrey June 2008 - July 2012
FTN Midwest Securities June 2007 - June 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Investments, Mergers & Acquisitions, Finance, Venture Capital, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA
Indiana University Bloomington 1996 — 2001
B.S.
River Capital Partners June 2014 - Present
Coker Capital Advisors July 2012 - June 2014
SunTrust Robinson Humphrey June 2008 - July 2012
FTN Midwest Securities June 2007 - June 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Investments, Mergers & Acquisitions, Finance, Venture Capital, Capital Markets
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA
Indiana University Bloomington 1996 — 2001
B.S.
Cynthia Poveda's FTN Midwest Securities Experience 1997 - 2000
Job Chief Executive Officer at Life Equity LLC
Industry Financial Services
Experience
Life Equity LLC February 2014 - Present
Life Equity LLC May 2013 - February 2014
Crump Life Insurance Services January 2010 - April 2013
Arbor Court Capital, LLC May 2007 - July 2010
Life Settlement Insights February 2006 - December 2009
Citi Group January 2000 - June 2003
FTN Midwest Securities 1997 - 2000
National City Bank 1993 - 1997
National City 1993 - 1997
Skills
Portfolio Management, Underwriting, Fixed Annuities, Insurance, Investments, Sales, Life Insurance, Equities, Strategic Financial..., Asset Managment, Retirement Planning, Alternative Investments
Education
Case Western Reserve University - Weatherhead School of Management 1993 — 1996
MBA, Finance, General
University of Louisville
BSBA, Finance
Life Equity LLC February 2014 - Present
Life Equity LLC May 2013 - February 2014
Crump Life Insurance Services January 2010 - April 2013
Arbor Court Capital, LLC May 2007 - July 2010
Life Settlement Insights February 2006 - December 2009
Citi Group January 2000 - June 2003
FTN Midwest Securities 1997 - 2000
National City Bank 1993 - 1997
National City 1993 - 1997
Skills
Portfolio Management, Underwriting, Fixed Annuities, Insurance, Investments, Sales, Life Insurance, Equities, Strategic Financial..., Asset Managment, Retirement Planning, Alternative Investments
Education
Case Western Reserve University - Weatherhead School of Management 1993 — 1996
MBA, Finance, General
University of Louisville
BSBA, Finance
Albert Savastano's FTN Midwest Securities Experience March 2003 - November 2004
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
Sam Poser's FTN Midwest Securities Experience 2006 - 2007
Job Managing Director
Industry Research
Experience
Sterne Agee CRT June 2007 - Present
FTN Midwest Securities 2006 - 2007
FTN Financial 2006 - 2007
The Sports Authority June 2000 - February 2003
Champs Sports 1998 - 2000
Bloomingdales 1990 - 1996
Macy's West 1985 - 1990
Charivari-Shop 1982 - 1985
Charivari-Shop 1982 - 1985
Skills
Analysis
Education
Pitzer College 1983 — 1985
Bachelor's degree, political studies
Washington University in St. Louis 1979 — 1983
history
Fieldston 1976 — 1979
high school
city and country 1970 — 1973
Sterne Agee CRT June 2007 - Present
FTN Midwest Securities 2006 - 2007
FTN Financial 2006 - 2007
The Sports Authority June 2000 - February 2003
Champs Sports 1998 - 2000
Bloomingdales 1990 - 1996
Macy's West 1985 - 1990
Charivari-Shop 1982 - 1985
Charivari-Shop 1982 - 1985
Skills
Analysis
Education
Pitzer College 1983 — 1985
Bachelor's degree, political studies
Washington University in St. Louis 1979 — 1983
history
Fieldston 1976 — 1979
high school
city and country 1970 — 1973
Nick Bernard's FTN Midwest Securities Experience May 2003 - August 2005
Job Assistant Treasurer at The MetroHealth System (Cleveland, OH)
Industry Hospital & Health Care
Experience
The MetroHealth System (Cleveland, OH) September 2014 - Present
FirstEnergy May 2007 - Present
Key Banc Capital Markets September 2005 - February 2007
FTN Midwest Securities May 2003 - August 2005
Skills
Financial Analysis, Finance, Investments, Capital Markets, Fixed Income, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Bloomberg, Cash Management, Risk Management, Strategic Financial...
Education
Cleveland State University 2007 — 2009
MBA
University of Dayton 1999 — 2003
Bachelors of Science, Finance
The MetroHealth System (Cleveland, OH) September 2014 - Present
FirstEnergy May 2007 - Present
Key Banc Capital Markets September 2005 - February 2007
FTN Midwest Securities May 2003 - August 2005
Skills
Financial Analysis, Finance, Investments, Capital Markets, Fixed Income, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Bloomberg, Cash Management, Risk Management, Strategic Financial...
Education
Cleveland State University 2007 — 2009
MBA
University of Dayton 1999 — 2003
Bachelors of Science, Finance
Darryl Atwater's FTN Midwest Securities Experience September 2005 - May 2007
Job Sales Trader at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets May 2007 - Present
FTN Midwest Securities September 2005 - May 2007
Bear Stearns and Co. March 1999 - September 2005
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Equity Trading, Hedge Funds, Trading
Education
University of California, Los Angeles 1993 — 1998
BA, Economics
University of California, Los Angeles 1992 — 1998
Keybanc Capital Markets May 2007 - Present
FTN Midwest Securities September 2005 - May 2007
Bear Stearns and Co. March 1999 - September 2005
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Equity Trading, Hedge Funds, Trading
Education
University of California, Los Angeles 1993 — 1998
BA, Economics
University of California, Los Angeles 1992 — 1998
Francis Matese's FTN Midwest Securities Experience February 2005 - June 2006
Job Solutions Consultant at MRI Software LLC
Industry Information Technology and Services
Experience
MRI Software LLC July 2015 - Present
MRI Software LLC September 2013 - June 2015
Boundary Systems October 2006 - June 2012
FTN Midwest Securities February 2005 - June 2006
National City Bank March 2001 - January 2005
Skills
MRI Software, Accounting, Microsoft SQL Server, Salesforce.com, Customer Relationship..., Staff Development, Enterprise Software, Sales, Direct Sales, Solution Selling, Sales Process, CRM, Financial Analysis, Business Process Mapping, ROI Justification, PDM, Product Lifecycle..., Project Management, Business Analysis, 3D Printing, Siebel, System Administration, IT Project..., Market Research, Spanish, ASP.NET, Microsoft Office, Microsoft Excel, Process Improvement, Consulting, Strategic Planning, Training, Account Management
Education
Case Western Reserve University - Weatherhead School of Management
MBA
Cleveland State University
BA
Lorain County Community College
MRI Software LLC July 2015 - Present
MRI Software LLC September 2013 - June 2015
Boundary Systems October 2006 - June 2012
FTN Midwest Securities February 2005 - June 2006
National City Bank March 2001 - January 2005
Skills
MRI Software, Accounting, Microsoft SQL Server, Salesforce.com, Customer Relationship..., Staff Development, Enterprise Software, Sales, Direct Sales, Solution Selling, Sales Process, CRM, Financial Analysis, Business Process Mapping, ROI Justification, PDM, Product Lifecycle..., Project Management, Business Analysis, 3D Printing, Siebel, System Administration, IT Project..., Market Research, Spanish, ASP.NET, Microsoft Office, Microsoft Excel, Process Improvement, Consulting, Strategic Planning, Training, Account Management
Education
Case Western Reserve University - Weatherhead School of Management
MBA
Cleveland State University
BA
Lorain County Community College
Matt Lower's FTN Midwest Securities Experience Institutional Equity SalesNorthcoast Research2009 - 2009
Job Equity Research Associate at FTN Midwest Securities
Industry Capital Markets
Experience
FTN Midwest Securities Institutional Equity SalesNorthcoast Research2009 - 2009
KPMG September 2003 - June 2006
Education
John Carroll University 1999 — 2003
FTN Midwest Securities Institutional Equity SalesNorthcoast Research2009 - 2009
KPMG September 2003 - June 2006
Education
John Carroll University 1999 — 2003
John Farrall's FTN Midwest Securities Experience March 2003 - June 2006
Job Partner at Cleveland Research
Industry Financial Services
Experience
Cleveland Research June 2006 - Present
FTN Midwest Securities March 2003 - June 2006
Crystal Venture Fund May 1999 - March 2003
General Dynamics July 1995 - July 1997
Skills
Sales, Financial Analysis, Investments, Finance, Competitive Analysis, Financial Modeling, Business Strategy, Valuation, Market Research, Strategic Planning, Forecasting, Equities, Equity Research, Business Development, Series 7, Portfolio Management, Marketing
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Finance
Penn State University 1991 — 1995
BS, Finance
Cleveland Research June 2006 - Present
FTN Midwest Securities March 2003 - June 2006
Crystal Venture Fund May 1999 - March 2003
General Dynamics July 1995 - July 1997
Skills
Sales, Financial Analysis, Investments, Finance, Competitive Analysis, Financial Modeling, Business Strategy, Valuation, Market Research, Strategic Planning, Forecasting, Equities, Equity Research, Business Development, Series 7, Portfolio Management, Marketing
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
MBA, Finance
Penn State University 1991 — 1995
BS, Finance
Nick Mitchell, CFA, CMT's FTN Midwest Securities Experience October 2002 - November 2004
Job Managing Director, Research Analyst at Northcoast Research
Industry Investment Management
Experience
Northcoast Research 2009 - Present
Ardor Capital L.L.C. November 2004 - October 2008
FTN Midwest Securities October 2002 - November 2004
McDonald Investments January 2002 - October 2002
Skills
Financial Modeling, Value Investing, Equity Research, Equities, Portfolio Management, Valuation, Investments, Technical Analysis, Capital Markets, Investment Strategies, Hedge Funds, Securities, Wealth Management, Equity Valuation, Finance, Financial Markets, Investment Management, Mutual Funds
Education
John Carroll University 1996 — 2001
B.S.B.A., Finance
Northcoast Research 2009 - Present
Ardor Capital L.L.C. November 2004 - October 2008
FTN Midwest Securities October 2002 - November 2004
McDonald Investments January 2002 - October 2002
Skills
Financial Modeling, Value Investing, Equity Research, Equities, Portfolio Management, Valuation, Investments, Technical Analysis, Capital Markets, Investment Strategies, Hedge Funds, Securities, Wealth Management, Equity Valuation, Finance, Financial Markets, Investment Management, Mutual Funds
Education
John Carroll University 1996 — 2001
B.S.B.A., Finance
Evan Morgan's FTN Midwest Securities Experience 2000 - 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
Jonathan Kelley's FTN Midwest Securities Experience March 2006 - May 2007
Job Director, Insitutional Equities AES at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2010 - Present
TradeWeb January 2008 - April 2010
FTN Midwest Securities March 2006 - May 2007
Ward Conary & Murphy April 2001 - May 2005
Moors & Cabot September 1998 - April 2001
Education
Princeton University 1992 — 1996
Bachelor of Arts
Credit Suisse April 2010 - Present
TradeWeb January 2008 - April 2010
FTN Midwest Securities March 2006 - May 2007
Ward Conary & Murphy April 2001 - May 2005
Moors & Cabot September 1998 - April 2001
Education
Princeton University 1992 — 1996
Bachelor of Arts
Katrina (Iben) Lallo's FTN Midwest Securities Experience May 2005 - June 2006
Job Senior Training Coordinator at Moen Incorporated
Industry Consumer Goods
Experience
Moen Incorporated September 2012 - Present
Newry Corp. January 2008 - September 2012
Cleveland Research Company June 2006 - February 2008
FTN Midwest Securities May 2005 - June 2006
Office Team 2004 - 2005
Ryan Homes May 2003 - September 2004
WOIO/WUAB 2001 - 2001
Fox Sports Net 2000 - 2000
Skills
Human Resources, Microsoft Excel, Management, Administrative..., Sales, Outlook, Event Planning, Customer Service, PowerPoint, Research, Recruiting, Travel Planning, Customer Satisfaction, Team Building, MS Excel Pivot Tables, Microsoft Publisher, Microsoft Word, Radio Broadcasting, Web Pages, Business Visas, Written & Oral..., Adult Education, ADDIE, Training & Development, Training Facilitation, Curriculum Design, Curriculum Assessment
Education
Cleveland State University 2014 — 2015
Training and Development
Baldwin-Wallace University 1999 — 2003
BA, Broadcasting and Business Management and Organization
Fredericktown High School
Notre Dame College
Education, Middle Childhood: Social Studies, Science, Reading Endorsement, Generalist Endorsement
Moen Incorporated September 2012 - Present
Newry Corp. January 2008 - September 2012
Cleveland Research Company June 2006 - February 2008
FTN Midwest Securities May 2005 - June 2006
Office Team 2004 - 2005
Ryan Homes May 2003 - September 2004
WOIO/WUAB 2001 - 2001
Fox Sports Net 2000 - 2000
Skills
Human Resources, Microsoft Excel, Management, Administrative..., Sales, Outlook, Event Planning, Customer Service, PowerPoint, Research, Recruiting, Travel Planning, Customer Satisfaction, Team Building, MS Excel Pivot Tables, Microsoft Publisher, Microsoft Word, Radio Broadcasting, Web Pages, Business Visas, Written & Oral..., Adult Education, ADDIE, Training & Development, Training Facilitation, Curriculum Design, Curriculum Assessment
Education
Cleveland State University 2014 — 2015
Training and Development
Baldwin-Wallace University 1999 — 2003
BA, Broadcasting and Business Management and Organization
Fredericktown High School
Notre Dame College
Education, Middle Childhood: Social Studies, Science, Reading Endorsement, Generalist Endorsement
Dirk van Erp's FTN Midwest Securities Experience 2002 - 2006
Job Senior Vice President, Institutional Equity Sales at Maxim Group
Industry Financial Services
Experience
Maxim Group October 2011 - Present
Duncan-Williams, Inc. September 2009 - October 2011
Insight Capital Research & Management February 2008 - September 2009
Janney Montgomery Scott 2005 - 2008
FTN Midwest Securities 2002 - 2006
Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales
Education
University of California, Davis 1998 — 2000
BS, Managerial Economics
Santa Rosa Junior College
Maxim Group October 2011 - Present
Duncan-Williams, Inc. September 2009 - October 2011
Insight Capital Research & Management February 2008 - September 2009
Janney Montgomery Scott 2005 - 2008
FTN Midwest Securities 2002 - 2006
Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales
Education
University of California, Davis 1998 — 2000
BS, Managerial Economics
Santa Rosa Junior College
William Keller's FTN Midwest Securities Experience September 2006 - December 2008
Job Vice President, Research Analyst at Northcoast Research
Industry Financial Services
Experience
Northcoast Research November 2013 - Present
Mercedes-Benz of North Olmsted January 2013 - September 2013
Paradigm Wealth Management January 2009 - December 2012
FTN Midwest Securities September 2006 - December 2008
Aleris May 2006 - September 2006
KeyBanc Capital Markets 2003 - 2006
Fairport Asset Management February 2001 - October 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Manufacturing, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equity Research, Asset Managment, Equities, Finance, Mutual Funds, Securities
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Finance, MIDS
Penn State University 1991 — 1995
B.S., Finance
Bay High 1987 — 1991
Northcoast Research November 2013 - Present
Mercedes-Benz of North Olmsted January 2013 - September 2013
Paradigm Wealth Management January 2009 - December 2012
FTN Midwest Securities September 2006 - December 2008
Aleris May 2006 - September 2006
KeyBanc Capital Markets 2003 - 2006
Fairport Asset Management February 2001 - October 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Manufacturing, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equity Research, Asset Managment, Equities, Finance, Mutual Funds, Securities
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Finance, MIDS
Penn State University 1991 — 1995
B.S., Finance
Bay High 1987 — 1991
Clinton Brewer, CFA's FTN Midwest Securities Experience 2007 - 2008
Job Portfolio Manager at Meeder Financial
Industry Investment Management
Experience
Meeder Financial June 2008 - Present
FTN Midwest Securities 2007 - 2008
KeyBanc Capital Markets 2006 - 2007
FTN Midwest Securities 2004 - 2006
Skills
Equity Research, Equities, Investments, Valuation, Equity Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Securities, Mutual Funds, Investment Advisory, Due Diligence, Financial Analysis, Investment Strategies, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking & Finance
Miami University
B.S., Finance
Meeder Financial June 2008 - Present
FTN Midwest Securities 2007 - 2008
KeyBanc Capital Markets 2006 - 2007
FTN Midwest Securities 2004 - 2006
Skills
Equity Research, Equities, Investments, Valuation, Equity Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Securities, Mutual Funds, Investment Advisory, Due Diligence, Financial Analysis, Investment Strategies, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking & Finance
Miami University
B.S., Finance
David M Earnest's FTN Midwest Securities Experience June 1999 - August 2000
Job Portfolio Manager Technology at Folger Hill
Industry Investment Management
Experience
Folger Hill January 2015 - Present
PAR Capital Management August 2007 - December 2014
MFS Investment Management March 2003 - May 2007
Manning & Napier Advisors August 2000 - March 2003
FTN Midwest Securities June 1999 - August 2000
ValMark Securities April 1996 - August 1998
Skills
Equity Research, Mutual Funds, Investments, Equities, Alternative Investments, Social Skills, Portfolio Management, Valuation, Asset Management, Hedge Funds, Trading
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Cuyahoga Falls High School 1989 — 1990
Kent State University
The Ohio State University
The Ohio State University
Folger Hill January 2015 - Present
PAR Capital Management August 2007 - December 2014
MFS Investment Management March 2003 - May 2007
Manning & Napier Advisors August 2000 - March 2003
FTN Midwest Securities June 1999 - August 2000
ValMark Securities April 1996 - August 1998
Skills
Equity Research, Mutual Funds, Investments, Equities, Alternative Investments, Social Skills, Portfolio Management, Valuation, Asset Management, Hedge Funds, Trading
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Cuyahoga Falls High School 1989 — 1990
Kent State University
The Ohio State University
The Ohio State University
Keith Housum's FTN Midwest Securities Experience August 2005 - May 2009
Job Managing Director at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research May 2009 - Present
FTN Midwest Securities August 2005 - May 2009
Ernst & Young July 1995 - August 2005
Skills
Equity Research, Due Diligence, Income Tax, Financial Modeling, Tax, Management, Valuation, Investments
Education
Case Western Reserve University 1991 — 1995
B.S., Accounting
Valley Forge High School 1987 — 1991
Northcoast Research May 2009 - Present
FTN Midwest Securities August 2005 - May 2009
Ernst & Young July 1995 - August 2005
Skills
Equity Research, Due Diligence, Income Tax, Financial Modeling, Tax, Management, Valuation, Investments
Education
Case Western Reserve University 1991 — 1995
B.S., Accounting
Valley Forge High School 1987 — 1991
Jason Brown, CFA's FTN Midwest Securities Experience July 2006 - December 2007
Job Analyst at Victory Capital Management
Industry Capital Markets
Experience
Victory Capital June 2011 - Present
KeyBanc Capital Markets December 2007 - June 2011
FTN Midwest Securities July 2006 - December 2007
Skills
Investments, Equity Research, Market Research, Equity Valuation, Valuation, Financial Modeling, Equities, Bloomberg, Portfolio Management, Capital Markets
Education
The Ohio State University 2002 — 2006
BSBA, Finance
Victory Capital June 2011 - Present
KeyBanc Capital Markets December 2007 - June 2011
FTN Midwest Securities July 2006 - December 2007
Skills
Investments, Equity Research, Market Research, Equity Valuation, Valuation, Financial Modeling, Equities, Bloomberg, Portfolio Management, Capital Markets
Education
The Ohio State University 2002 — 2006
BSBA, Finance
Heather Hagood's FTN Midwest Securities Experience April 2008 - April 2010
Job Accounting Manager at S.S. Kemp & Co.
Industry Capital Markets
Experience
S.S. Kemp & Co. May 2010 - Present
FTN Midwest Securities April 2008 - April 2010
Arby's Restaurant Group November 2006 - April 2008
Education
Cleveland State University 2006 — 2007
Youngstown State University 2001 — 2005
S.S. Kemp & Co. May 2010 - Present
FTN Midwest Securities April 2008 - April 2010
Arby's Restaurant Group November 2006 - April 2008
Education
Cleveland State University 2006 — 2007
Youngstown State University 2001 — 2005
Scott Chesky's FTN Midwest Securities Experience 2004 - 2007
Job Managing Partner at Chesky Partners
Industry Investment Banking
Experience
Chesky Partners 2015 - Present
Excel Partners LLC 2013 - 2015
Bison Group, LLC 2013 - 2014
InfuSystem, Inc. 2008 - 2013
Maren Group 2007 - 2010
FTN Midwest Securities 2004 - 2007
Alterity Partners 2000 - 2004
KPMG 1994 - 1998
Skills
Management, Valuation, Investment Banking, Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions, Financial Modeling, New Business Development, Strategic Planning, Mergers, Business Strategy, Strategic Partnerships, Acquisitions
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Bucknell University 1990 — 1994
Bachelor of Science (BS)
Chesky Partners 2015 - Present
Excel Partners LLC 2013 - 2015
Bison Group, LLC 2013 - 2014
InfuSystem, Inc. 2008 - 2013
Maren Group 2007 - 2010
FTN Midwest Securities 2004 - 2007
Alterity Partners 2000 - 2004
KPMG 1994 - 1998
Skills
Management, Valuation, Investment Banking, Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions, Financial Modeling, New Business Development, Strategic Planning, Mergers, Business Strategy, Strategic Partnerships, Acquisitions
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Bucknell University 1990 — 1994
Bachelor of Science (BS)
Chris Strnad's FTN Midwest Securities Experience July 2003 - July 2008
Job Network Engineer / Helpdesk at Starfish Computer Corporation
Industry Information Technology and Services
Experience
NCS DataCom, Inc. May 2013 - February 2015
The Law Offices of John D. Clunk Co., LPA October 2011 - May 2013
Centric Technologies June 2010 - November 2010
The Pattie Group Inc August 2008 - May 2010
FTN Midwest Securities July 2003 - July 2008
Tek Systems April 1998 - April 2000
IwayNet Communications July 1997 - April 1998
KeyTech Systems July 1997 - January 1998
Skills
Windows Server, Servers, Virtualization, Active Directory, Troubleshooting, Microsoft Exchange, Operating Systems, Disaster Recovery, Technical Support, Data Center, Networking, Windows 7, Hardware, Windows XP, XP, Windows, Software Installation, VBScript, Powershell scripting
Education
Cleveland State University 2005 — 2012
Information Systems
NCS DataCom, Inc. May 2013 - February 2015
The Law Offices of John D. Clunk Co., LPA October 2011 - May 2013
Centric Technologies June 2010 - November 2010
The Pattie Group Inc August 2008 - May 2010
FTN Midwest Securities July 2003 - July 2008
Tek Systems April 1998 - April 2000
IwayNet Communications July 1997 - April 1998
KeyTech Systems July 1997 - January 1998
Skills
Windows Server, Servers, Virtualization, Active Directory, Troubleshooting, Microsoft Exchange, Operating Systems, Disaster Recovery, Technical Support, Data Center, Networking, Windows 7, Hardware, Windows XP, XP, Windows, Software Installation, VBScript, Powershell scripting
Education
Cleveland State University 2005 — 2012
Information Systems
Mark Muth's FTN Midwest Securities Experience 2001 - 2008
Job Director of Investor Relations
Industry Banking
Experience
Huntington Bancshares Incorporated February 2015 - Present
Huntington Bancshares Incorporated June 2012 - February 2015
Howe Barnes Hoefer & Arnett 2009 - 2011
FTN Midwest Securities 2001 - 2008
SunTrust Equitable Securities 1999 - 2001
Skills
Equities, Corporate Finance, Equity Research, Capital Markets, Investment Banking, Business Acumen, Banking, Financial Modeling, Investor Relations, Finance, Valuation, Financial Analysis, Analysis, Investments, Bloomberg, Asset Management, Securities, Due Diligence, Strategic Financial..., Financial Planning
Education
Haslam College of Business at the University of Tennessee 1995 — 1999
BSBA, Finance
Huntington Bancshares Incorporated February 2015 - Present
Huntington Bancshares Incorporated June 2012 - February 2015
Howe Barnes Hoefer & Arnett 2009 - 2011
FTN Midwest Securities 2001 - 2008
SunTrust Equitable Securities 1999 - 2001
Skills
Equities, Corporate Finance, Equity Research, Capital Markets, Investment Banking, Business Acumen, Banking, Financial Modeling, Investor Relations, Finance, Valuation, Financial Analysis, Analysis, Investments, Bloomberg, Asset Management, Securities, Due Diligence, Strategic Financial..., Financial Planning
Education
Haslam College of Business at the University of Tennessee 1995 — 1999
BSBA, Finance
Christopher Naso's FTN Midwest Securities Experience September 2002 - June 2006
Job Research Sales/Partner at Cleveland Research Company
Industry Capital Markets
Experience
Cleveland Research Company June 2006 - Present
FTN Midwest Securities September 2002 - June 2006
Morgan Stanley Wealth Management May 1998 - August 2002
Education
Lake Erie College
B.S. Finance
University of Massachusetts, Amherst
Master of Business Administration (MBA)
Cleveland Research Company June 2006 - Present
FTN Midwest Securities September 2002 - June 2006
Morgan Stanley Wealth Management May 1998 - August 2002
Education
Lake Erie College
B.S. Finance
University of Massachusetts, Amherst
Master of Business Administration (MBA)
Fernando Artaud's FTN Midwest Securities Experience 2001 - 2007
Job Lease Consultant at Wireless Capital Partners
Industry Capital Markets
Experience
Wireless Capital Partners September 2012 - Present
Noble Financial 2007 - October 2012
FTN Midwest Securities 2001 - 2007
Skills
Equity Research, Series 7, Equities, Series 63, Securities, Investments, Institutional Sales, Series 24
Education
Indiana University Bloomington 1979 — 1981
Master of Business Administration (MBA)
Old Dominion University 1968 — 1973
Bachelor of Science (BS)
Wireless Capital Partners September 2012 - Present
Noble Financial 2007 - October 2012
FTN Midwest Securities 2001 - 2007
Skills
Equity Research, Series 7, Equities, Series 63, Securities, Investments, Institutional Sales, Series 24
Education
Indiana University Bloomington 1979 — 1981
Master of Business Administration (MBA)
Old Dominion University 1968 — 1973
Bachelor of Science (BS)
Jamie Daher's FTN Midwest Securities Experience October 2006 - October 2007
Job Personal Banker at Key Bank
Industry Banking
Experience
KeyBank May 2011 - Present
Dillards July 2009 - April 2011
Dillards July 2008 - July 2009
Dillards October 2007 - July 2008
FTN Midwest Securities October 2006 - October 2007
Talbots August 2004 - October 2006
EXPRESS May 2002 - August 2004
Limited Brands September 1998 - May 2002
Skills
Sales, Retail, Market Research, Credit, Customer Service, Customer Retention, Customer Satisfaction, Time Management, Banking, Finance, Customer Experience, Cross Selling, Relationship Management, Commercial Banking, Consumer Lending, Credit Analysis, Management, Retail Banking
Education
Mercyhurst College 2000 — 2004
Bachelor of Arts (B.A.), Fashion Merchandising
KeyBank May 2011 - Present
Dillards July 2009 - April 2011
Dillards July 2008 - July 2009
Dillards October 2007 - July 2008
FTN Midwest Securities October 2006 - October 2007
Talbots August 2004 - October 2006
EXPRESS May 2002 - August 2004
Limited Brands September 1998 - May 2002
Skills
Sales, Retail, Market Research, Credit, Customer Service, Customer Retention, Customer Satisfaction, Time Management, Banking, Finance, Customer Experience, Cross Selling, Relationship Management, Commercial Banking, Consumer Lending, Credit Analysis, Management, Retail Banking
Education
Mercyhurst College 2000 — 2004
Bachelor of Arts (B.A.), Fashion Merchandising
Brian Rayle, CFA's FTN Midwest Securities Experience April 2007 - April 2009
Job CEO at Libertatis Consulting (Investor Relations Consulting)
Industry Financial Services
Experience
Libertatis Consulting January 2014 - Present
Dix & Eaton May 2013 - December 2013
Northcoast Research April 2009 - April 2013
FTN Midwest Securities April 2007 - April 2009
Keybanc Capital Markets April 2006 - April 2007
FTN Midwest Securities June 2003 - April 2006
FTN Midwest Securities May 2000 - June 2003
Skills
Investor Relations, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Investments, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Series 7
Education
Case Western Reserve University 2003 — 2005
Master of Business Administration (MBA), Banking and Finance
Miami University 1997 — 2000
Bachelor's degree, Double Major – Economics and Finance
Libertatis Consulting January 2014 - Present
Dix & Eaton May 2013 - December 2013
Northcoast Research April 2009 - April 2013
FTN Midwest Securities April 2007 - April 2009
Keybanc Capital Markets April 2006 - April 2007
FTN Midwest Securities June 2003 - April 2006
FTN Midwest Securities May 2000 - June 2003
Skills
Investor Relations, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Investments, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Series 7
Education
Case Western Reserve University 2003 — 2005
Master of Business Administration (MBA), Banking and Finance
Miami University 1997 — 2000
Bachelor's degree, Double Major – Economics and Finance
David Keiser's FTN Midwest Securities Experience January 2004 - April 2009
Job Research Analyst at Northcoast Research
Industry Financial Services
Experience
Northcoast Research April 2009 - Present
FTN Midwest Securities January 2004 - April 2009
Health Research International March 1999 - April 2002
Education
Ohio University 2002 — 2003
Master of Business Administration (MBA), Finance, General
Ohio University 1993 — 1998
Bachelor of Business Administration (BBA), Finance, Marketing
Northcoast Research April 2009 - Present
FTN Midwest Securities January 2004 - April 2009
Health Research International March 1999 - April 2002
Education
Ohio University 2002 — 2003
Master of Business Administration (MBA), Finance, General
Ohio University 1993 — 1998
Bachelor of Business Administration (BBA), Finance, Marketing
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial