Hoefer & Arnett, Inc.
Address: 222 S Riverside Plaza # 7, Chicago, IL 60606 Phone: (312) 655-3000Place name: Category: Website: : : : : : : Hours: Category: Banking and Finance Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Howe Barnes Hoefer & Arnette Posting publicly on the Web Write a review Reviews Be the first to review
Hoefer & Arnett, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hoefer & Arnett, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hoefer & Arnett, Inc. Employees
JMP Group June 2014 - Present
De La Rosa & Co. March 2013 - April 2014
ThinkEquity LLC February 2006 - November 2012
Hoefer & Arnett, Inc. June 2003 - February 2006
Banc of America Securities June 2000 - June 2003
Nationsbanc Montgomery Securities February 1996 - June 2000
Bank of America August 1985 - February 1996
Skills
Equities, Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Alternative Investments, Trading Systems, Middle Office, Bloomberg, Mutual Funds, Series 24, Series 63, Investment Banking, Financial Modeling, Valuation
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Economics & Finance
Bernard M Baruch College
Economics and Finance
Summit Brokerage Services, Inc. July 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
First Allied Securities March 2004 - July 2011
Wells Fargo Advisors 2001 - 2004
Hoefer & Arnett, Inc. January 1998 - 2001
JP Morgan 1997 - 1998
Skills
Investments, Equities, Investment Advisory, Series 7, Hedge Funds, Mutual Funds, Securities, Private Equity, Bonds, ETFs, Venture Capital, Wealth Management..., Finance, Fundraising, Wealth Management, Alternative Investments, Retirement Planning, Series 63, Strategic Financial..., Portfolio Management, Series 9 & 10, Banking, Trading, Asset Management, Insurance, Financial Advisory, Brokerage, Estate Planning, Wealth, Investment Strategies, Investment Management, Investment Banking, Valuation, 401k, High Net Worth..., Options, Fixed Income, Series 65, Capital Markets, Financial Services
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1995 — 1997
MBA, Finance
Occidental College 1985 — 1989
BA, English Literature, Thomas Hardy and DH Lawrence
Panoramic Capital Advisors February 2013 - Present
Stifel Financial Corp. June 2011 - February 2013
RBC Capital Markets 2003 - 2011
Swiss Re September 2001 - September 2003
Merrill Lynch July 2000 - September 2001
Hoefer & Arnett, Inc. February 1998 - July 2000
Hoefer & Arnett, Inc. 1998 - 2000
Alex Brown & Sons Inc. September 1994 - February 1998
Del Monte Foods September 1990 - September 1994
Merrill Lynch January 1985 - September 1994
Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation
Education
Harvard Business School 1977 — 1979
Master of Business Administration (M.B.A.), Honors
London Business School 1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law
HEC School of Management 1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45
Raymond James Financial Inc. April 2011 - Present
Howe Barnes Hoefer & Arnett August 2006 - April 2011
Hoefer & Arnett, Inc. October 2000 - August 2006
Equifax Inc. July 1988 - May 1999
Skills
Financial Analysis, Banking, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions
Education
UC Berkeley 1992 — 1995
Master of Business Administration (M.B.A.)
UC Santa Cruz 1983 — 1987
Bachelor's degrees, Economics and Literature (double major)
j. the Jewish news weekly of Northern California August 2009 - Present
Home March 2009 - Present
Southern NCSY April 2013 - July 2014
San Francisco Jewish Community Federation May 2000 - December 2009
Teleosis January 2005 - July 2009
Jewish Milestones February 2007 - December 2008
Silicon Valley Fine Books January 1995 - July 2007
Hoefer & Arnett, Inc. February 1998 - February 2003
Skills
Editing, Social Media, Research, Microsoft Excel, Event Planning, Journalism, Public Relations, Problem Solving, Microsoft Office, Nonprofits, Access, Social Networking, Databases, Academia, Copywriting, Blogging, Content Strategy, Program Development, Press Releases, Event Management, Copy Editing, Youth Mentoring, Newsletters, Fundraising
Education
Acupressure Institute 1992 — 1996
Certificate of 350 hours, Traditional Chinese Medicine and Chinese Herbology
California State University-Chico 1986 — 1991
BA, Psychology
JW North High 1982 — 1986
High School Diploma, Regular/General High School/Secondary Diploma Program
Wells Capital Management April 2010 - Present
Wells Capital Management October 2007 - April 2010
Hoefer & Arnett, Inc. 2000 - 2006
Red Chip Review 1998 - 2000
First Trust Advisors/Nike Securities March 1994 - July 1997
Olde Discount 1992 - 1992
Skills
Investments, Financial Analysis, Equities, Research, Portfolio Management, Asset Managment, Hedge Funds, Equity Research, Valuation, Financial Modeling, Fixed Income, Bloomberg, Risk Management, Mergers, Capital Markets, Mutual Funds, Wealth Management, Corporate Finance, Due Diligence, Equity Valuation, Credit, Business Strategy, Asset Allocation, Investment Strategies, Finance, Banking, Alternative Investments, Asset Management
Education
The Pennsylvania State University 1989 — 1991
MBA, Finance
Cornell College 1983 — 1987
BSS, Ecnonomics, Music
Bell School, Locust Jr. High, New Trier 1970 — 1983
Western Financial Corporation June 2013 - Present
Houlihan Lokey January 2013 - May 2013
Milestone Advisors August 2006 - December 2012
Hoefer & Arnett, Inc. 2000 - 2006
Hovde Financial 1996 - 2000
Skills
Mergers, Valuation, Banking, Equities, Strategy, Finance, Financial Structuring, Securities, Investment Banking, Private Equity, Capital Markets, Negotiation, Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Old Dominion University 1986 — 1989
BS, Biochemistry
Wilshire Bancorp January 2014 - Present
Heartland Bank January 2007 - Present
JCSD Partners, LP January 2005 - Present
Endicott Management December 2009 - January 2013
Hoefer & Arnett, Inc. August 2001 - August 2006
Salomon Brothers Inc August 1988 - August 1991
Skills
Investments, Portfolio Management, Equities, Investment Banking, Mutual Funds, Strategic Planning, Loans, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Fixed Income
Education
University of California, Berkeley 1984 — 1988
Bachelor of Arts (B.A.)
Robert Louis Stevenson School 1980 — 1984
Summit October 2012 - July 2013
Wedbush Morgan Securities November 2006 - October 2012
Hoefer & Arnett, Inc. June 1995 - November 2006
Skills
Investments, Fixed Income, Trading, Options, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Securities, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Strategic Financial..., Investment Strategies, Series 65, Financial Analysis, Series 7
Education
University of California, Berkeley 2012 — 2014
Certified Financial Planner
California State University-Hayward - School of Business and Economics 1992 — 1995
BS, Business Admin/Finance
The American College
Wells Fargo Advisors November 2005 - Present
Hoefer & Arnett, Inc. July 2004 - November 2005
Fox-Pitt, Kelton March 2001 - June 2004
Prudential Securities July 2000 - March 2001
Prudential Securities July 1996 - July 1998
State Street June 1995 - June 1996
Skills
Securities, Equities, Investment Strategies, Financial Advisory
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA, Finance
Fairfield University 1991 — 1995
BA, Economics
Dover-Sherborn Reg H.S. 1987 — 1991
SPM, LLC. January 2012 - Present
Kicking + Screening February 2014 - Present
Columbus Advisors January 2009 - Present
The Gerson Group October 2005 - December 2008
Russell Reynolds Associates April 2004 - October 2006
J.P. Morgan Asset Management 1997 - 2004
Montgomery Securities 1995 - 1997
Hoefer & Arnett, Inc. 1995 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Management, Fixed Income, Strategy, Financial Services, Equities, Mergers & Acquisitions, financial services..., career advising
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance, Marketing
Binghamton University
Corelogic September 2012 - Present
Bank of America/Rose International June 2010 - March 2011
Morgan Stanley Smith Barney/Randstad November 2008 - May 2010
Wachovia Securities, LLC April 2006 - July 2008
Hoefer & Arnett, Inc. September 1995 - January 2006
Bank of America August 1991 - October 1994
Security Pacific/Bank of America July 1989 - August 1991
Bateman Eichler Hill and Richards August 1986 - February 1989
TRW Space and Defense Division June 1981 - August 1982
Skills
Customer Service, Research, Microsoft Office, Trading Systems, BETA, BPS, IMPACT, BranchNet, Call Center, Switchboard, General Office Skills
Education
Central Piedmont Community College 2013 — 2013
Certification, Conventional Loan Processing
Belmont Abbey College 2011 — 2013
Criminal Justice (Bachelor of Arts), Criminal Justice/Law Enforcement Administration, Deans List
Android Computers, LLC. January 2012 - Present
Greencrest Capital, LLC. 2011 - 2012
Private Family Office 2006 - 2011
Hoefer & Arnett, Inc. 2002 - 2006
Ryan Beck & Co. 1997 - 2001
Oppenheimer & Co. 1990 - 1996
Prudential Securities Inc. 1980 - 1990
Skills
Hedge Funds, Equities, Portfolio Management, Mutual Funds, Equity Research, Venture Capital, Banking, Investments, IPO, Fixed Income
Education
Baruch College, City University of New York (CUNY)
B.B.A., Finance Major
JPMorgan Chase & Co. October 2014 - Present
J P Morgan Chase & Co June 2013 - September 2014
JPMorgan Chase March 2007 - June 2013
The Home Depot March 2006 - February 2007
Hoefer & Arnett, Inc. January 2002 - February 2003
Indian Info Systems September 1996 - October 2001
Taj Hotels Resorts and Palaces May 1994 - August 1995
TATA Micro Technology division September 1992 - January 1994
Skills
Resource Management, Software Quality..., Test Planning, System Testing, Regression Testing, Manual Testing, Quality Center, Ab Initio, Unix, FileNet, Pega PRPC, IBM Tivoli, TSYS, Risk Management, Data Warehousing, Microsoft Technologies, Software Project..., Kaizen, Lotus Notes, Change Management, Traceability Matrix, Manufacturing..., Export Administration, Import Export, Microsoft SQL Server, Sun Certified Solaris..., Putty, Oracle, Oracle SQL Developer, SQL, JMS, SharePoint, SOA, Strategy, Requirements Analysis, Business Requirements, Visio, Release Management, Waterfall, Leadership, Business Analysis, PL/SQL, Test Management, IT Management, Business Process, Agile Methodologies, Functional..., Software Documentation, Cross-functional Team..., Business Impact Analysis
Education
Aptech School of Management 1995 — 1996
Techno MBA, PGDBTM
Nagarjuna University 1988 — 1992
Bachelor of Technology (B.Tech.), Mechanical Engineering
Kendriya Vidyalaya 1984 — 1988
High School