ISI Group
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ISI Group Employees
Employee
Years
Job
Industry
Kevin Prior, CFA Kevin Prior, CFA's ISI Group Experience November 2014 - Present
Job Evercore ISI
Industry Investment Management
Experience
ISI Group November 2014 - Present
CRT Capital Group September 2013 - November 2014
Notre Dame Applied Investment Management (AIM) XXXVI December 2012 - May 2013
BNY Convergex Group LLC October 2005 - July 2012
ConvergEx Group October 2006 - July 2011
Chubb Group of Insurance Companies June 2004 - August 2004
Skills
Investments, Financial Analysis, Corporate Finance, Strategy, Research, Accounting, Leadership, Financial Modeling, Equity Research, Series 7, Superior Client Service, Power Utilities, Investment Management, Series 63, series 86, series 87
Education
University of Notre Dame 2011 — 2013
Master of Business Administration (MBA), Investments and Corporate Finance, "cum laude" GPA: 3.7
Loyola University Maryland 2001 — 2005
Bachelor, Business Administration; Finance
ISI Group November 2014 - Present
CRT Capital Group September 2013 - November 2014
Notre Dame Applied Investment Management (AIM) XXXVI December 2012 - May 2013
BNY Convergex Group LLC October 2005 - July 2012
ConvergEx Group October 2006 - July 2011
Chubb Group of Insurance Companies June 2004 - August 2004
Skills
Investments, Financial Analysis, Corporate Finance, Strategy, Research, Accounting, Leadership, Financial Modeling, Equity Research, Series 7, Superior Client Service, Power Utilities, Investment Management, Series 63, series 86, series 87
Education
University of Notre Dame 2011 — 2013
Master of Business Administration (MBA), Investments and Corporate Finance, "cum laude" GPA: 3.7
Loyola University Maryland 2001 — 2005
Bachelor, Business Administration; Finance
Nicholas Ramallo's ISI Group Experience May 2013 - July 2013
Job A Goizueta Business School Senior
Industry Financial Services
Experience
Neuberger Berman June 2014 - August 2014
ISI Group May 2013 - July 2013
Goizueta Business School January 2013 - May 2013
Spring Hills Senior Communities May 2010 - August 2012
St. Matthias Church July 2005 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Windows, Illustrator, Teamwork, Public Speaking, English, Mathematics, iMovie, Java, OSX
Education
The University of Edinburgh 2013 — 2013
Mathematics and Business
Goizueta Business School, Emory University 2011 — 2015
Bachelors; Bachelors of Business Administration, Finance
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Neuberger Berman June 2014 - August 2014
ISI Group May 2013 - July 2013
Goizueta Business School January 2013 - May 2013
Spring Hills Senior Communities May 2010 - August 2012
St. Matthias Church July 2005 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Windows, Illustrator, Teamwork, Public Speaking, English, Mathematics, iMovie, Java, OSX
Education
The University of Edinburgh 2013 — 2013
Mathematics and Business
Goizueta Business School, Emory University 2011 — 2015
Bachelors; Bachelors of Business Administration, Finance
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Mahdeá Cantu's ISI Group Experience February 2014 - Present
Job Money. Get some, Give some, be Happy, Healthy and Enjoy Life!
Industry Management Consulting
Experience
ISI Group February 2014 - Present
EKS.iT August 2010 - Present
The Art Institutes April 2013 - December 2013
University of Phoenix December 2007 - August 2010
Skills
Management, Team Building, Online Marketing, Coaching, Public Speaking, Teaching, Higher Education, E-Learning, Video Production, Leadership, Program Management, Leadership Development, Strategic Planning, Graphic Design, Teamwork, Social Media, E-commerce, Community Outreach, Entrepreneurship, Event Management, Event Planning, Fundraising, Marketing, Nonprofits, Organizational..., Program Development, Project Planning, Public Relations, Research, Social Media Marketing, Social Networking, Staff Development, Strategy, Training
Education
University of Phoenix 2008 — 2012
Communications, Broadcasting and Communications
Piedmont College 2000 — 2001
H.U.C.C, Medicine
Bates Technical College
Emergency Medicine
ISI Group February 2014 - Present
EKS.iT August 2010 - Present
The Art Institutes April 2013 - December 2013
University of Phoenix December 2007 - August 2010
Skills
Management, Team Building, Online Marketing, Coaching, Public Speaking, Teaching, Higher Education, E-Learning, Video Production, Leadership, Program Management, Leadership Development, Strategic Planning, Graphic Design, Teamwork, Social Media, E-commerce, Community Outreach, Entrepreneurship, Event Management, Event Planning, Fundraising, Marketing, Nonprofits, Organizational..., Program Development, Project Planning, Public Relations, Research, Social Media Marketing, Social Networking, Staff Development, Strategy, Training
Education
University of Phoenix 2008 — 2012
Communications, Broadcasting and Communications
Piedmont College 2000 — 2001
H.U.C.C, Medicine
Bates Technical College
Emergency Medicine
Philip Harrison Philip Harrison's ISI Group Experience June 2008 - August 2008
Job Associate at Centerbridge Partners
Industry Investment Management
Experience
Centerbridge Partners July 2014 - Present
The Blackstone Group July 2012 - June 2014
The Blackstone Group June 2011 - August 2011
Citigroup June 2010 - August 2010
Aksia June 2009 - August 2009
ISI Group June 2008 - August 2008
Skills
Investment Banking, Valuation, Hedge Funds, Restructuring, Financial Modeling, Distressed Debt, Private Equity, Alternative Investments, Jewish Studies, Bloomberg Terminal
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
B.B.A., Finance
Bronx High School of Science 2004 — 2008
Centerbridge Partners July 2014 - Present
The Blackstone Group July 2012 - June 2014
The Blackstone Group June 2011 - August 2011
Citigroup June 2010 - August 2010
Aksia June 2009 - August 2009
ISI Group June 2008 - August 2008
Skills
Investment Banking, Valuation, Hedge Funds, Restructuring, Financial Modeling, Distressed Debt, Private Equity, Alternative Investments, Jewish Studies, Bloomberg Terminal
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
B.B.A., Finance
Bronx High School of Science 2004 — 2008
Will Harbourne's ISI Group Experience February 2011 - Present
Job Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
ISI Group February 2011 - Present
Oppenheimer & Co. Inc. March 2009 - January 2011
Wells Fargo Advisors June 2007 - February 2009
Thomas Weisel Partners March 1999 - March 2007
Skills
Sales trader,, Equities, Hedge Funds, Capital Markets, Series 7, Alternative Investments, Asset Management, Investments, Securities, Trading, Bloomberg, Series 63
Education
UCSD 1989 — 1994
Bachelor of Science (BS), Politcal Science
Adam Donahue's ISI Group Experience 2011 - 2011
Job Vice President at Evercore ISI
Industry Financial Services
Experience
Evercore February 2013 - Present
ISI Group 2011 - 2011
Skills
Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Evercore February 2013 - Present
ISI Group 2011 - 2011
Skills
Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Daniel Norelli, CFA Daniel Norelli, CFA's ISI Group Experience October 2011 - August 2012
Job Director of Corporate Financial Planning & Analysis
Industry Financial Services
Experience
Trinity Wall Street January 2015 - Present
Trinity Wall Street March 2013 - December 2014
ISI Group October 2011 - August 2012
Credit Suisse December 2008 - October 2011
Goldman Sachs July 2007 - December 2008
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Equities, Portfolio Management, Investments, Asset Managment, Bloomberg, Investment Strategies, Private Equity, Equity Valuation, Natural Gas, Wealth Management, Private Banking, Investment Banking, Asset Allocation, Trading, Asset Management, Financial Markets, Finance, Strategic Financial..., ETFs, Economics, Fixed Income, Strategy, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Lehigh University - College of Business and Economics 2006 — 2007
MS, Analytical Finance
Lehigh University 2002 — 2006
BS, Mechanical Engineering
Trinity Wall Street January 2015 - Present
Trinity Wall Street March 2013 - December 2014
ISI Group October 2011 - August 2012
Credit Suisse December 2008 - October 2011
Goldman Sachs July 2007 - December 2008
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Equities, Portfolio Management, Investments, Asset Managment, Bloomberg, Investment Strategies, Private Equity, Equity Valuation, Natural Gas, Wealth Management, Private Banking, Investment Banking, Asset Allocation, Trading, Asset Management, Financial Markets, Finance, Strategic Financial..., ETFs, Economics, Fixed Income, Strategy, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Lehigh University - College of Business and Economics 2006 — 2007
MS, Analytical Finance
Lehigh University 2002 — 2006
BS, Mechanical Engineering
Dennis Shea Dennis Shea's ISI Group Experience May 2012 - June 2012
Job Financial Analyst at M&T Bank
Industry Financial Services
Experience
M&T Bank July 2014 - Present
M&T Bank July 2013 - June 2014
ISI Group May 2012 - June 2012
Horizons June 2009 - August 2010
Skills
Economics, Investments, Research, Teaching, Sales, Trading, Marketing Research, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Stata, Mathematics, Analysis, Statistics, Financial Analysis, Microsoft Word
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics
M&T Bank July 2014 - Present
M&T Bank July 2013 - June 2014
ISI Group May 2012 - June 2012
Horizons June 2009 - August 2010
Skills
Economics, Investments, Research, Teaching, Sales, Trading, Marketing Research, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Stata, Mathematics, Analysis, Statistics, Financial Analysis, Microsoft Word
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics
Caroline Reese Caroline Reese's ISI Group Experience September 2013 - January 2014
Job Office Manager at Rock Creek Management
Industry Real Estate
Experience
Rock Creek Management February 2014 - August 2015
ISI Group September 2013 - January 2014
Rep. John Carney (D-DE) U.S. House of Representatives May 2012 - August 2012
Aloysius, Butler, and Clark June 2011 - August 2011
Ellie June 2010 - August 2010
Delaware Today Magazine June 2010 - August 2010
Delaware National Country Club May 2008 - September 2008
Education
East Carolina University 2009 — 2013
Bachelor of Arts (B.A.)
Wilmington Friends School 2005 — 2009
International Baccalaureate
Rock Creek Management February 2014 - August 2015
ISI Group September 2013 - January 2014
Rep. John Carney (D-DE) U.S. House of Representatives May 2012 - August 2012
Aloysius, Butler, and Clark June 2011 - August 2011
Ellie June 2010 - August 2010
Delaware Today Magazine June 2010 - August 2010
Delaware National Country Club May 2008 - September 2008
Education
East Carolina University 2009 — 2013
Bachelor of Arts (B.A.)
Wilmington Friends School 2005 — 2009
International Baccalaureate
Porter Fraker Porter Fraker's ISI Group Experience June 2013 - Present
Job Managing Director, Institutional Equity Sales ISI Group, LLC
Industry Financial Services
Experience
ISI Group June 2013 - Present
Skills
Bloomberg, Equities, Investments, Equity Research
Education
Trinity College-Hartford 2000 — 2004
Bachelor's degree, Economics
ISI Group June 2013 - Present
Skills
Bloomberg, Equities, Investments, Equity Research
Education
Trinity College-Hartford 2000 — 2004
Bachelor's degree, Economics
Daniel Yoon Daniel Yoon's ISI Group Experience September 2010 - October 2011
Job Payments at Tapingo
Industry Internet
Experience
Tapingo March 2014 - Present
Thousand Markets November 2011 - April 2013
ISI Group September 2010 - October 2011
JPMorgan August 2004 - August 2010
Skills
Investment Banking, Objective-C, Equity Research, iOS development, Ruby on Rails, CSS, HTML, C++, Java, Python, Strategy, Venture Capital, Management, Financial Analysis, Start-ups, Capital Markets, Bloomberg, Financial Modeling, Valuation, Perl, Equities, Finance
Education
Stanford University Graduate School of Business 2012 — 2013
Global Innovation Program
Massachusetts Institute of Technology 2003 — 2004
Special Student Program
Brown University 2000 — 2004
ScB, Engineering
Tapingo March 2014 - Present
Thousand Markets November 2011 - April 2013
ISI Group September 2010 - October 2011
JPMorgan August 2004 - August 2010
Skills
Investment Banking, Objective-C, Equity Research, iOS development, Ruby on Rails, CSS, HTML, C++, Java, Python, Strategy, Venture Capital, Management, Financial Analysis, Start-ups, Capital Markets, Bloomberg, Financial Modeling, Valuation, Perl, Equities, Finance
Education
Stanford University Graduate School of Business 2012 — 2013
Global Innovation Program
Massachusetts Institute of Technology 2003 — 2004
Special Student Program
Brown University 2000 — 2004
ScB, Engineering
Edward Kramer Edward Kramer's ISI Group Experience June 2013 - July 2013
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Neuberger Berman June 2014 - August 2014
ISI Group June 2013 - July 2013
Neuberger Berman July 2012 - August 2012
Showtime Networks Inc. July 2010 - August 2010
Liberty Skis Corporation July 2009 - August 2009
General Maritime Management LLC July 2008 - August 2008
Skills
Market Research, Competitive Analysis, Financial Analysis, Economics, Research, Data Analysis, Public Speaking, Social Media
Education
Vanderbilt University 2011 — 2015
Bachelor's Degree
Columbia University in the City of New York 2014 — 2014
Summer Session
Collegiate School 2008 — 2011
High School
Neuberger Berman June 2014 - August 2014
ISI Group June 2013 - July 2013
Neuberger Berman July 2012 - August 2012
Showtime Networks Inc. July 2010 - August 2010
Liberty Skis Corporation July 2009 - August 2009
General Maritime Management LLC July 2008 - August 2008
Skills
Market Research, Competitive Analysis, Financial Analysis, Economics, Research, Data Analysis, Public Speaking, Social Media
Education
Vanderbilt University 2011 — 2015
Bachelor's Degree
Columbia University in the City of New York 2014 — 2014
Summer Session
Collegiate School 2008 — 2011
High School
Tara (Tara Russo) Torzilli Tara (Tara Russo) Torzilli's ISI Group Experience November 2008 - January 2015
Job Client Services Associate at ISI Group
Industry Research
Experience
ISI Group November 2008 - January 2015
CareOne Management LLC June 2007 - November 2008
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook
Education
Stony Brook University 2003 — 2007
BA, Sociology
ISI Group November 2008 - January 2015
CareOne Management LLC June 2007 - November 2008
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook
Education
Stony Brook University 2003 — 2007
BA, Sociology
Lucas Chen's ISI Group Experience June 2013 - August 2013
Job Analyst Intern at Zhenfund
Industry Higher Education
Experience
Zhenfund September 2014 - Present
ELAC Summer Camp November 2012 - Present
Swarthmore College September 2012 - Present
Bitauto Holdings Limited May 2014 - September 2014
NuFit Media December 2013 - January 2014
ISI Group June 2013 - August 2013
AKAD Education March 2012 - July 2012
Skills
Research, Microsoft Office, Public Speaking, Teaching, Python, Statistics, Microsoft Excel, Data Analysis
Education
Swarthmore College 2012 — 2016
Computer Science
University of Pennsylvania
Computer Engineering
Zhenfund September 2014 - Present
ELAC Summer Camp November 2012 - Present
Swarthmore College September 2012 - Present
Bitauto Holdings Limited May 2014 - September 2014
NuFit Media December 2013 - January 2014
ISI Group June 2013 - August 2013
AKAD Education March 2012 - July 2012
Skills
Research, Microsoft Office, Public Speaking, Teaching, Python, Statistics, Microsoft Excel, Data Analysis
Education
Swarthmore College 2012 — 2016
Computer Science
University of Pennsylvania
Computer Engineering
ROSEANN Romano ROSEANN Romano's ISI Group Experience September 1991 - December 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
Concessions Ltd February 2011 - August 2012
ISI Group September 1991 - December 2010
Skills
Series 7, 55, 63. ..., Investments, Fixed Income, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1989
BA, Economics/Accounting
Edward Jones August 2012 - Present
Concessions Ltd February 2011 - August 2012
ISI Group September 1991 - December 2010
Skills
Series 7, 55, 63. ..., Investments, Fixed Income, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1989
BA, Economics/Accounting
Sallyanne Allegretti Sallyanne Allegretti's ISI Group Experience May 2013 - December 2013
Job Fragrance Specialist at LVMH Perfumes & Cosmetics
Industry Public Relations and Communications
Experience
LVMH Perfumes & Cosmetics March 2015 - Present
Clarins Groupe November 2013 - March 2015
Pier 1 Imports November 2013 - January 2014
ISI Group May 2013 - December 2013
Skills
Facebook, Social Media, Press Releases, Microsoft Office, Public Relations, PowerPoint, Social Networking, Event Planning, Blogging, Microsoft Word, Pinterest, Creative Writing, Market Research, Microsoft Excel, Research, Final Cut Pro, InDesign, Marketing Communications, Fashion, Teamwork, Sales, Marketing, Spanish, Media Relations, Advertising, Marketing Strategy, Public Speaking, Customer Service, Social Media Marketing
Education
Quinnipiac University 2009 — 2013
Bachelor of Arts in Communications, Communication and Media Studies
Richmond, The American International University in London 2011 — 2012
Italian Studies, Fall 2011 semester
Fontbonne Hall Academy 2005 — 2009
High School
LVMH Perfumes & Cosmetics March 2015 - Present
Clarins Groupe November 2013 - March 2015
Pier 1 Imports November 2013 - January 2014
ISI Group May 2013 - December 2013
Skills
Facebook, Social Media, Press Releases, Microsoft Office, Public Relations, PowerPoint, Social Networking, Event Planning, Blogging, Microsoft Word, Pinterest, Creative Writing, Market Research, Microsoft Excel, Research, Final Cut Pro, InDesign, Marketing Communications, Fashion, Teamwork, Sales, Marketing, Spanish, Media Relations, Advertising, Marketing Strategy, Public Speaking, Customer Service, Social Media Marketing
Education
Quinnipiac University 2009 — 2013
Bachelor of Arts in Communications, Communication and Media Studies
Richmond, The American International University in London 2011 — 2012
Italian Studies, Fall 2011 semester
Fontbonne Hall Academy 2005 — 2009
High School
Ziwen (Betty) YU Ziwen (Betty) YU's ISI Group Experience February 2009 - March 2009
Job Analytics Client Consultant at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. August 2015 - Present
MSCI Inc. December 2014 - February 2015
Quantitative Management Associates LLC October 2014 - October 2014
HSBC August 2011 - May 2013
CICC January 2010 - May 2011
CITIC Securities July 2009 - September 2009
ISI Group February 2009 - March 2009
Mercer July 2008 - September 2008
Skills
Bond Pricing, Customer Service, Underwriting, Bloomberg, Accounting, Comparative Analysis, Capital Markets, Syndications, Financial Analysis, Banking, Corporate Finance, Financial Modeling, Valuation, Emerging Markets, Fixed Income, Investments, Economics, Investment Banking, Matlab, Finance, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's degree, Finance
Peking University 2007 — 2010
Master's degree, Economics CCER
Peking University 2003 — 2007
Bachelor's degree, Economics, Journalism
MSCI Inc. August 2015 - Present
MSCI Inc. December 2014 - February 2015
Quantitative Management Associates LLC October 2014 - October 2014
HSBC August 2011 - May 2013
CICC January 2010 - May 2011
CITIC Securities July 2009 - September 2009
ISI Group February 2009 - March 2009
Mercer July 2008 - September 2008
Skills
Bond Pricing, Customer Service, Underwriting, Bloomberg, Accounting, Comparative Analysis, Capital Markets, Syndications, Financial Analysis, Banking, Corporate Finance, Financial Modeling, Valuation, Emerging Markets, Fixed Income, Investments, Economics, Investment Banking, Matlab, Finance, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's degree, Finance
Peking University 2007 — 2010
Master's degree, Economics CCER
Peking University 2003 — 2007
Bachelor's degree, Economics, Journalism
CJ Muse CJ Muse's ISI Group Experience February 2014 - November 2014
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore October 2014 - Present
ISI Group February 2014 - November 2014
Barclays Investment Bank 2008 - 2013
Lehman Brothers 2000 - 2008
Lehman Brothers 1998 - 2000
Lehman Brothers 1993 - 1996
Skills
Valuation, Capital Markets, Mergers & Acquisitions, Investment Banking, Derivatives, Equity Research, Financial Structuring, Finance, Risk Management, Hedging, Management, Equities, Semiconductors, Hedge Funds, Financial Modeling, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Private Equity, Portfolio Management, IPO, Competitive Analysis, Financial Markets, LBO, M&A experience, Investments, Equity Derivatives, Securities, Equity Valuation, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Corporate Finance, Business Strategy, Investment Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Georgetown University
Bachelor of Science (B.S.), Finance
Evercore October 2014 - Present
ISI Group February 2014 - November 2014
Barclays Investment Bank 2008 - 2013
Lehman Brothers 2000 - 2008
Lehman Brothers 1998 - 2000
Lehman Brothers 1993 - 1996
Skills
Valuation, Capital Markets, Mergers & Acquisitions, Investment Banking, Derivatives, Equity Research, Financial Structuring, Finance, Risk Management, Hedging, Management, Equities, Semiconductors, Hedge Funds, Financial Modeling, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Private Equity, Portfolio Management, IPO, Competitive Analysis, Financial Markets, LBO, M&A experience, Investments, Equity Derivatives, Securities, Equity Valuation, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Corporate Finance, Business Strategy, Investment Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Georgetown University
Bachelor of Science (B.S.), Finance
Stephanie Dressler's ISI Group Experience February 2006 - August 2007
Job Vice President at Dukas Public Relations
Industry Public Relations and Communications
Experience
Dukas Public Relations October 2013 - Present
Dukas Public Relations November 2012 - October 2013
Dukas Public Relations March 2012 - November 2012
New York University 2009 - May 2012
Montieth and Company November 2010 - March 2012
Syndicate LLC September 2009 - January 2010
Kayne Anderson Capital Advisors January 2008 - August 2009
ISI Group February 2006 - August 2007
Skills
Media Relations, Investor Relations, Public Relations, Financial Communications, New Business Development, Crisis Communications, Strategic Communications, Reputation Management, Social Media, Corporate Communications, Public Affairs, Speech Writing, Press Releases, Internal Communications, Crisis Management, Marketing Communications, Editing, Blogging, Marketing Strategy, Content Strategy, Content Marketing, Message Development, Social Media Marketing, Publicity, Integrated Marketing, Leadership, New Media, Digital Media, Social Media Measurement, Journalism
Education
New York University 2009 — 2012
Master's Degree, Corporate Communications and Public Relations
University of California, Los Angeles 2009 — 2009
Certificate, Private Wealth Management
University of Central Florida 2001 — 2005
BA, Political Science
Niskayuna
Dukas Public Relations October 2013 - Present
Dukas Public Relations November 2012 - October 2013
Dukas Public Relations March 2012 - November 2012
New York University 2009 - May 2012
Montieth and Company November 2010 - March 2012
Syndicate LLC September 2009 - January 2010
Kayne Anderson Capital Advisors January 2008 - August 2009
ISI Group February 2006 - August 2007
Skills
Media Relations, Investor Relations, Public Relations, Financial Communications, New Business Development, Crisis Communications, Strategic Communications, Reputation Management, Social Media, Corporate Communications, Public Affairs, Speech Writing, Press Releases, Internal Communications, Crisis Management, Marketing Communications, Editing, Blogging, Marketing Strategy, Content Strategy, Content Marketing, Message Development, Social Media Marketing, Publicity, Integrated Marketing, Leadership, New Media, Digital Media, Social Media Measurement, Journalism
Education
New York University 2009 — 2012
Master's Degree, Corporate Communications and Public Relations
University of California, Los Angeles 2009 — 2009
Certificate, Private Wealth Management
University of Central Florida 2001 — 2005
BA, Political Science
Niskayuna
Vishnu Rajan Vishnu Rajan's ISI Group Experience August 2012 - February 2013
Job @ Bank of America Merrill Lynch
Industry Financial Services
Experience
sOta LLC September 2013 - November 2014
ISI Group August 2012 - February 2013
Noesis LLC January 2007 - June 2012
The Rohatyn Group, L.P, New York January 2008 - September 2010
Standard & Poor's, New York November 2006 - November 2007
J.P. Morgan June 2005 - November 2006
Citigroup, New York January 2004 - April 2005
Skills
Valuation, Technical Analysis, Macroeconomics, Geopolitics, History, Philosophy, Technology, Equities, Derivatives, Hedge Funds, Fixed Income, Equity Research, Portfolio Management, Investments, Investment Banking, Commodity
Education
University of Oxford 2010 — 2011
MBA, Finance - Investment Mgmt focus
University of Pittsburgh 2001 — 2003
M.S, Telecom
Doctor Babasaheb Ambedkar Marathwada University 1995 — 1999
B.E., Electrical Engineering
sOta LLC September 2013 - November 2014
ISI Group August 2012 - February 2013
Noesis LLC January 2007 - June 2012
The Rohatyn Group, L.P, New York January 2008 - September 2010
Standard & Poor's, New York November 2006 - November 2007
J.P. Morgan June 2005 - November 2006
Citigroup, New York January 2004 - April 2005
Skills
Valuation, Technical Analysis, Macroeconomics, Geopolitics, History, Philosophy, Technology, Equities, Derivatives, Hedge Funds, Fixed Income, Equity Research, Portfolio Management, Investments, Investment Banking, Commodity
Education
University of Oxford 2010 — 2011
MBA, Finance - Investment Mgmt focus
University of Pittsburgh 2001 — 2003
M.S, Telecom
Doctor Babasaheb Ambedkar Marathwada University 1995 — 1999
B.E., Electrical Engineering
Rocco Gibaldi Rocco Gibaldi's ISI Group Experience January 2004 - Present
Job Experienced Technology Project Manager and Business Analyst specializing in Investment Management
Industry Management Consulting
Experience
The Blackstone Group June 2007 - Present
Metro Solutions Inc June 2005 - Present
ISI Group January 2004 - Present
Elite Technology Consulting December 1998 - Present
Geller & Company November 2011 - July 2012
Jefferies & Company 2007 - 2008
Wilmington Trust August 2006 - July 2007
The Blackstone Group 2005 - 2007
Credit Suisse April 2001 - February 2006
Deutsche Bank September 2000 - April 2001
Skills
Hedge Funds, Banking, Investment Management, Securities, Private Banking, Portfolio Management, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Project Management, Fund Of Funds, Family Office, Investments, Wealth Management, Software Development, Business Process, Business Analysis, Asset Management, Financial Analysis, Mergers & Acquisitions, SDLC, Integration, Fund Accounting, ITIL, Private Equity, Mutual Funds, Derivatives, Alternative Investments, Financial Modeling, Finance, Management, Back Office, Emerging Markets, Equity Trading, Funding, Trading Systems, Trading, PMO, Consulting, Bloomberg, Risk Management, Financial Markets, CRM, IT Strategy, Data Center, Valuation, Enterprise Architecture
Education
Rensselaer Polytechnic Institute 1974 — 1975
MS
St. John's University 1970 — 1974
BS
The Blackstone Group June 2007 - Present
Metro Solutions Inc June 2005 - Present
ISI Group January 2004 - Present
Elite Technology Consulting December 1998 - Present
Geller & Company November 2011 - July 2012
Jefferies & Company 2007 - 2008
Wilmington Trust August 2006 - July 2007
The Blackstone Group 2005 - 2007
Credit Suisse April 2001 - February 2006
Deutsche Bank September 2000 - April 2001
Skills
Hedge Funds, Banking, Investment Management, Securities, Private Banking, Portfolio Management, Asset Managment, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Services, Project Management, Fund Of Funds, Family Office, Investments, Wealth Management, Software Development, Business Process, Business Analysis, Asset Management, Financial Analysis, Mergers & Acquisitions, SDLC, Integration, Fund Accounting, ITIL, Private Equity, Mutual Funds, Derivatives, Alternative Investments, Financial Modeling, Finance, Management, Back Office, Emerging Markets, Equity Trading, Funding, Trading Systems, Trading, PMO, Consulting, Bloomberg, Risk Management, Financial Markets, CRM, IT Strategy, Data Center, Valuation, Enterprise Architecture
Education
Rensselaer Polytechnic Institute 1974 — 1975
MS
St. John's University 1970 — 1974
BS
David Salzman's ISI Group Experience July 2013 - August 2013
Job Analytics Generalist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Backyard Sports July 2015 - August 2015
UBS Global Asset Management June 2014 - August 2014
ISI Group July 2013 - August 2013
Neuberger Berman May 2012 - June 2012
Skills
Market Research, Finance, Business Strategy, Microsoft Excel, Final Cut Pro, Microsoft Office, Report Writing, Social Media, Canon Cameras, Digital Cameras, Technical Analysis, Marketing, Film Analysis, Product Development, Mutual Funds, Hedge Funds, Alternative Investments, Morningstar, Asset Management, Leadership, PowerPoint, Research
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (B.A.), Finance & International Business, Film Studies Minor, Senior
Maastricht University - School of Business & Economics (SBE) 2013 — 2013
International Business and Economics
NYU - Tisch School of the Arts 2012 — 2012
Film and Television Production
The Masters School 2008 — 2011
High School
Scarsdale High School
Bloomberg LP August 2015 - Present
Backyard Sports July 2015 - August 2015
UBS Global Asset Management June 2014 - August 2014
ISI Group July 2013 - August 2013
Neuberger Berman May 2012 - June 2012
Skills
Market Research, Finance, Business Strategy, Microsoft Excel, Final Cut Pro, Microsoft Office, Report Writing, Social Media, Canon Cameras, Digital Cameras, Technical Analysis, Marketing, Film Analysis, Product Development, Mutual Funds, Hedge Funds, Alternative Investments, Morningstar, Asset Management, Leadership, PowerPoint, Research
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (B.A.), Finance & International Business, Film Studies Minor, Senior
Maastricht University - School of Business & Economics (SBE) 2013 — 2013
International Business and Economics
NYU - Tisch School of the Arts 2012 — 2012
Film and Television Production
The Masters School 2008 — 2011
High School
Scarsdale High School
Ambreen Shah Ambreen Shah's ISI Group Experience February 2007 - February 2011
Job Managing Director at GMP Securities
Industry
Experience
GMP Securities June 2014 - Present
Renaissance Macro Research March 2011 - June 2014
ISI Group February 2007 - February 2011
Skills
Bloomberg
Education
Colgate University
GMP Securities June 2014 - Present
Renaissance Macro Research March 2011 - June 2014
ISI Group February 2007 - February 2011
Skills
Bloomberg
Education
Colgate University
Henry Lloyd Henry Lloyd's ISI Group Experience August 2008 - Present
Job Project Manager at ISI Group
Industry Management Consulting
Experience
ISI Group August 2008 - Present
Lloyd & Associates January 1998 - August 2008
DICTUM Distribution Services June 1986 - August 1998
GE January 1985 - May 1986
Werner & Pfleiderer 1979 - 1985
Skills
Business Development, Construction, Construction Management, Contract Management, Contract Negotiation, New Business Development, Strategic Planning, Budgets, Change Management
Education
New Jersey Institute of Technology
Bachelor's Degree, Industrial Engineering
Seton Hall University
Master of Business Administration (M.B.A.), Business Administration and Management, General
ISI Group August 2008 - Present
Lloyd & Associates January 1998 - August 2008
DICTUM Distribution Services June 1986 - August 1998
GE January 1985 - May 1986
Werner & Pfleiderer 1979 - 1985
Skills
Business Development, Construction, Construction Management, Contract Management, Contract Negotiation, New Business Development, Strategic Planning, Budgets, Change Management
Education
New Jersey Institute of Technology
Bachelor's Degree, Industrial Engineering
Seton Hall University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Andrew Hostetler Andrew Hostetler's ISI Group Experience May 2010 - July 2014
Job Institutional Sales at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2014 - Present
ISI Group May 2010 - July 2014
Deutsche Bank May 2007 - April 2010
Thomas Weisel Partners 2002 - 2007
Skills
Equity Research, Equities, Trading, Equity Trading, Asset Allocation, Financial Markets, Emerging Markets, Derivatives, Investment Management, Investment Strategies, Corporate Finance, Equity Valuation, Financial Analysis, Trading Systems, Series 7, Series 63, Due Diligence
Education
Denison University 1995 — 1999
BA, Economics
UBS Investment Bank July 2014 - Present
ISI Group May 2010 - July 2014
Deutsche Bank May 2007 - April 2010
Thomas Weisel Partners 2002 - 2007
Skills
Equity Research, Equities, Trading, Equity Trading, Asset Allocation, Financial Markets, Emerging Markets, Derivatives, Investment Management, Investment Strategies, Corporate Finance, Equity Valuation, Financial Analysis, Trading Systems, Series 7, Series 63, Due Diligence
Education
Denison University 1995 — 1999
BA, Economics
Adèle L. Nsoa, M.Sc., ITIL Adèle L. Nsoa, M.Sc., ITIL's ISI Group Experience 2013 - 2013
Job Progammer analyst (Tech lead) at Videotron
Industry Information Technology and Services
Experience
Vidéotron 2014 - Present
Integratik 2013 - 2014
ISI Group 2013 - 2013
Groupe Rodeus 2012 - 2013
Itergy International Inc. 2012 - 2012
Université du Québec à Montréal October 2010 - December 2011
Université du Québec à Montréal March 2010 - July 2010
Skills
ITIL v3 Foundations..., Négociations, Project Management, SharePoint, Cloud Computing, Scheduling Analysis, Professional Services..., Process Improvement, Communication, Linux, Java, C++, C, C#, HTML 5, Scheduling, Microsoft SQL Server, Outlook, Resource Management, Agile, SQL, MySQL, SSRS, Data Warehouse Design, PHP, Windows, CSS, Microsoft Office, UML, Dreamweaver, Web Design, LAN, Visual Studio, Databases, Database Design, Android, JavaScript, CodeIgniter, JSON, html, SAP, Visio, MS project, ConnectWise PSA, JIRA, BMC Remedy
Education
Université du Québec à Montréal 2009 — 2011
Master's degree, Msc. Informatique, Très bien
Université de yaoundé I 2007 — 2009
Maitrise en informatique
Université de yaoundé I, Cameroun 2004 — 2007
baccalauréat, Informatique
Lycee Bilingue d'application
Vidéotron 2014 - Present
Integratik 2013 - 2014
ISI Group 2013 - 2013
Groupe Rodeus 2012 - 2013
Itergy International Inc. 2012 - 2012
Université du Québec à Montréal October 2010 - December 2011
Université du Québec à Montréal March 2010 - July 2010
Skills
ITIL v3 Foundations..., Négociations, Project Management, SharePoint, Cloud Computing, Scheduling Analysis, Professional Services..., Process Improvement, Communication, Linux, Java, C++, C, C#, HTML 5, Scheduling, Microsoft SQL Server, Outlook, Resource Management, Agile, SQL, MySQL, SSRS, Data Warehouse Design, PHP, Windows, CSS, Microsoft Office, UML, Dreamweaver, Web Design, LAN, Visual Studio, Databases, Database Design, Android, JavaScript, CodeIgniter, JSON, html, SAP, Visio, MS project, ConnectWise PSA, JIRA, BMC Remedy
Education
Université du Québec à Montréal 2009 — 2011
Master's degree, Msc. Informatique, Très bien
Université de yaoundé I 2007 — 2009
Maitrise en informatique
Université de yaoundé I, Cameroun 2004 — 2007
baccalauréat, Informatique
Lycee Bilingue d'application
Neo (Haoning) Wang, CFA Neo (Haoning) Wang, CFA's ISI Group Experience October 2012 - October 2014
Job China Macro Specialist
Industry Financial Services
Experience
Evercore November 2014 - Present
ISI Group October 2012 - October 2014
ISI Group November 2009 - October 2012
Guotai Junan Securities Co., Ltd December 2006 - June 2008
China Merchants Bank July 2006 - November 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
Master of Science in Applied Finance, Finance
University of International Business and Economics 2002 — 2006
Bachelor in Economics, Finance
Northeast Yucai School 1996 — 2002
Evercore November 2014 - Present
ISI Group October 2012 - October 2014
ISI Group November 2009 - October 2012
Guotai Junan Securities Co., Ltd December 2006 - June 2008
China Merchants Bank July 2006 - November 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
Master of Science in Applied Finance, Finance
University of International Business and Economics 2002 — 2006
Bachelor in Economics, Finance
Northeast Yucai School 1996 — 2002
Renan Meira's ISI Group Experience December 2013 - February 2014
Job Intern at Creative Chaos
Industry
Experience
Creative Chaos Inc. June 2014 - August 2014
ISI Group December 2013 - February 2014
MediaVest January 2014 - January 2014
Skills
Foreign Languages, Digital Marketing, Social Media, Photography, Image Editing, Research, Writing, Creativity, Photoshop, Facebook, Online Advertising, Marketing
Education
Swarthmore College 2013 — 2017
Bachelor of Arts (B.A.), Art
University of the Arts London 2015 — 2015
Studio Arts & Fashion
International Center of Photography 2011 — 2013
Photography
Creative Chaos Inc. June 2014 - August 2014
ISI Group December 2013 - February 2014
MediaVest January 2014 - January 2014
Skills
Foreign Languages, Digital Marketing, Social Media, Photography, Image Editing, Research, Writing, Creativity, Photoshop, Facebook, Online Advertising, Marketing
Education
Swarthmore College 2013 — 2017
Bachelor of Arts (B.A.), Art
University of the Arts London 2015 — 2015
Studio Arts & Fashion
International Center of Photography 2011 — 2013
Photography
Chad Doerge Chad Doerge's ISI Group Experience 2010 - Present
Job Senior Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore October 2014 - Present
ISI Group 2010 - Present
Deutsche Bank 2004 - 2010
Fulcrum Global Partners 2000 - 2004
Skills
Portfolio Management, Alternative Investments, Financial Services, Series 7, Financial Modeling, Asset Management, Corporate Finance, Mergers & Acquisitions, Securities, Hedge Funds, Trading, Trading Systems, Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Valuation, Options, Series 63, Electronic Trading, Financial Analysis, Equities, Investments, Derivatives, Financial Markets, Equity Research, Private Equity, Sales, Investment Strategies, Fund Of Funds, Equity Trading, Private Banking, ETFs, FINRA, Investment Management, Equity Valuation, Wealth Management, Corporate Development, FX Options, Structured Products, Bonds, Commodity, Bloomberg Terminal, Financial Structuring, Structured Finance, Technical Analysis, Asset Allocation, Business Valuation
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Economics
Choate Rosemary Hall 1989 — 1992
Evercore October 2014 - Present
ISI Group 2010 - Present
Deutsche Bank 2004 - 2010
Fulcrum Global Partners 2000 - 2004
Skills
Portfolio Management, Alternative Investments, Financial Services, Series 7, Financial Modeling, Asset Management, Corporate Finance, Mergers & Acquisitions, Securities, Hedge Funds, Trading, Trading Systems, Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Valuation, Options, Series 63, Electronic Trading, Financial Analysis, Equities, Investments, Derivatives, Financial Markets, Equity Research, Private Equity, Sales, Investment Strategies, Fund Of Funds, Equity Trading, Private Banking, ETFs, FINRA, Investment Management, Equity Valuation, Wealth Management, Corporate Development, FX Options, Structured Products, Bonds, Commodity, Bloomberg Terminal, Financial Structuring, Structured Finance, Technical Analysis, Asset Allocation, Business Valuation
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Economics
Choate Rosemary Hall 1989 — 1992
Michael Montani, CFA's ISI Group Experience March 2010 - October 2014
Job Analyst at ISI Group
Industry Research
Experience
Evercore October 2014 - Present
ISI Group March 2010 - October 2014
Morgan Stanley June 2007 - March 2010
General Electric 2005 - 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Financial Modeling
Education
Boston College - Carroll School of Management 2001 — 2005
Finance
Thayer Academy 1997 — 2001
Evercore October 2014 - Present
ISI Group March 2010 - October 2014
Morgan Stanley June 2007 - March 2010
General Electric 2005 - 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Financial Modeling
Education
Boston College - Carroll School of Management 2001 — 2005
Finance
Thayer Academy 1997 — 2001
John Margolis John Margolis's ISI Group Experience January 2011 - Present
Job Senior Managing Director Derivatives Trading ISI Group
Industry Financial Services
Experience
ISI Group January 2011 - Present
Execution Limited May 2009 - February 2011
Thomson TradeWeb June 2007 - January 2008
Tradeweb 2006 - 2008
Trade Web January 2007 - June 2007
Hyperfeed February 2005 - February 2006
Focus Technologies 1997 - 2005
instipro 1997 - 2001
Terra Nova Trading / Archipelago August 1994 - May 1996
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Financial Markets, Derivatives, Hedge Funds, Equity Trading, Options, Bloomberg
Education
University of Colorado Boulder 1983 — 1987
ISI Group January 2011 - Present
Execution Limited May 2009 - February 2011
Thomson TradeWeb June 2007 - January 2008
Tradeweb 2006 - 2008
Trade Web January 2007 - June 2007
Hyperfeed February 2005 - February 2006
Focus Technologies 1997 - 2005
instipro 1997 - 2001
Terra Nova Trading / Archipelago August 1994 - May 1996
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Financial Markets, Derivatives, Hedge Funds, Equity Trading, Options, Bloomberg
Education
University of Colorado Boulder 1983 — 1987
Sheldon Bradley's ISI Group Experience October 2014 - Present
Job Mobile Developer at ISI Group
Industry Online Media
Experience
ISI Group October 2014 - Present
League Mobile Apps November 2011 - Present
Children's Healthcare of Atlanta March 2012 - October 2014
Persistence Multimedia Productions LLC August 2007 - March 2012
U.S. Department of The Navy April 2003 - April 2008
online network DigiMusic Tv January 2006 - January 2008
Trane May 2000 - May 2001
Skills
Multimedia, Web Development, Mobile Applications, Front End Developers, Mobile Application..., Mobile Web Design, PHP, phpMyAdmin, Relational Databases, JavaScript, iOS development, PhoneGap, Mobile Phone Apps, jQuery Mobile, jQuery, MySQL, JSON, CSS, HTML5, CSS3, XML, C#, Mobile Devices, Responsive Design, Video Editing, New Media, Facebook, Content Management
Education
Murray State University 1996 — 2000
Bachelor of Science, Industrial Engineering Technology
ISI Group October 2014 - Present
League Mobile Apps November 2011 - Present
Children's Healthcare of Atlanta March 2012 - October 2014
Persistence Multimedia Productions LLC August 2007 - March 2012
U.S. Department of The Navy April 2003 - April 2008
online network DigiMusic Tv January 2006 - January 2008
Trane May 2000 - May 2001
Skills
Multimedia, Web Development, Mobile Applications, Front End Developers, Mobile Application..., Mobile Web Design, PHP, phpMyAdmin, Relational Databases, JavaScript, iOS development, PhoneGap, Mobile Phone Apps, jQuery Mobile, jQuery, MySQL, JSON, CSS, HTML5, CSS3, XML, C#, Mobile Devices, Responsive Design, Video Editing, New Media, Facebook, Content Management
Education
Murray State University 1996 — 2000
Bachelor of Science, Industrial Engineering Technology
Christine Song's ISI Group Experience September 2012 - September 2013
Job TAP Associate at Capital Group
Industry Financial Services
Experience
Capital Group September 2014 - Present
Swarthmore College September 2010 - Present
Swarthmore College September 2012 - January 2014
ISI Group September 2012 - September 2013
Capital Group June 2013 - August 2013
Think Tanks and Civil Societies Program August 2012 - December 2012
Boundless Learning May 2012 - December 2012
California Democratic Party May 2012 - August 2012
Blue Garnet Associates January 2012 - January 2012
GradSchools.com September 2011 - December 2011
Skills
Research, Stata, Microsoft Excel, Microsoft Publisher, Policy Analysis, Copy Editing, Writing, Information..., Tutoring, Adobe Creative Suite, Bloomberg Terminal, Editing, Fundraising, Economics, Leadership, PowerPoint, Public Policy, Data Analysis, Microsoft Office
Education
Swarthmore College 2010 — 2014
BA, Honors Political Science and Economics, (Majors GPA) 3.94
Mira Loma High School 2006 — 2010
International Baccalaureate Program
Capital Group September 2014 - Present
Swarthmore College September 2010 - Present
Swarthmore College September 2012 - January 2014
ISI Group September 2012 - September 2013
Capital Group June 2013 - August 2013
Think Tanks and Civil Societies Program August 2012 - December 2012
Boundless Learning May 2012 - December 2012
California Democratic Party May 2012 - August 2012
Blue Garnet Associates January 2012 - January 2012
GradSchools.com September 2011 - December 2011
Skills
Research, Stata, Microsoft Excel, Microsoft Publisher, Policy Analysis, Copy Editing, Writing, Information..., Tutoring, Adobe Creative Suite, Bloomberg Terminal, Editing, Fundraising, Economics, Leadership, PowerPoint, Public Policy, Data Analysis, Microsoft Office
Education
Swarthmore College 2010 — 2014
BA, Honors Political Science and Economics, (Majors GPA) 3.94
Mira Loma High School 2006 — 2010
International Baccalaureate Program
Kevin Rothman's ISI Group Experience May 2014 - June 2014
Job Advisory Associate at PwC
Industry Management Consulting
Experience
PwC August 2015 - Present
PwC June 2014 - August 2014
ISI Group May 2014 - June 2014
Google June 2013 - August 2013
Illinois Business Consulting August 2012 - April 2013
Nordstrom June 2011 - August 2011
Skills
Microsoft Excel, Operations Management, Training, Sales, Accounting, PowerPoint, Leadership, Teamwork
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2015
Masters of Accounting Science, Finance Concentration
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
PwC August 2015 - Present
PwC June 2014 - August 2014
ISI Group May 2014 - June 2014
Google June 2013 - August 2013
Illinois Business Consulting August 2012 - April 2013
Nordstrom June 2011 - August 2011
Skills
Microsoft Excel, Operations Management, Training, Sales, Accounting, PowerPoint, Leadership, Teamwork
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2015
Masters of Accounting Science, Finance Concentration
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
Joshua Rogers Joshua Rogers's ISI Group Experience March 2011 - June 2013
Job Investment Associate, Advantage Capital Partners
Industry Venture Capital & Private Equity
Experience
Advantage Capital Partners June 2015 - Present
Chicago Innovation Exchange September 2014 - December 2014
Equator Capital Partners June 2014 - August 2014
Pi Investments February 2014 - June 2014
ISI Group March 2011 - June 2013
UBS Investment Bank March 2010 - March 2011
UBS Investment Bank November 2008 - March 2010
UBS Investment Bank July 2007 - November 2008
Skills
Venture Capital, Impact Investing, Financial Modeling, Equity Research, Financial Analysis, Investment Banking, Private Equity, Term Sheets, Due Diligence, Valuation, Corporate Finance, Financial Institutions, Healthcare Information..., Cleantech
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA) with Honors, Statistics and Econometrics, Entrepreneurship, Finance, Managerial and Organizational Behavior
Harvard University 2003 — 2007
Arts Bachelors, cum laude, Economics
Advantage Capital Partners June 2015 - Present
Chicago Innovation Exchange September 2014 - December 2014
Equator Capital Partners June 2014 - August 2014
Pi Investments February 2014 - June 2014
ISI Group March 2011 - June 2013
UBS Investment Bank March 2010 - March 2011
UBS Investment Bank November 2008 - March 2010
UBS Investment Bank July 2007 - November 2008
Skills
Venture Capital, Impact Investing, Financial Modeling, Equity Research, Financial Analysis, Investment Banking, Private Equity, Term Sheets, Due Diligence, Valuation, Corporate Finance, Financial Institutions, Healthcare Information..., Cleantech
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA) with Honors, Statistics and Econometrics, Entrepreneurship, Finance, Managerial and Organizational Behavior
Harvard University 2003 — 2007
Arts Bachelors, cum laude, Economics
Mac Hyman Mac Hyman's ISI Group Experience March 2015 - Present
Job Equity Research Analyst at ISI Group
Industry Financial Services
Experience
ISI Group March 2015 - Present
ISI Group January 2013 - April 2015
Lombard Odier Investment Managers September 2012 - December 2012
Skills
Financial Analysis
Education
Bowdoin College
ISI Group March 2015 - Present
ISI Group January 2013 - April 2015
Lombard Odier Investment Managers September 2012 - December 2012
Skills
Financial Analysis
Education
Bowdoin College
Daniel Adolphe, MBA Daniel Adolphe, MBA's ISI Group Experience April 2002 - May 2010
Job Enterprise Corporate Sales at Salesforce
Industry Information Technology and Services
Experience
Salesforce June 2015 - Present
IBM January 2014 - June 2015
IBM September 2012 - January 2014
IBM January 2012 - July 2012
ISI Group April 2002 - May 2010
Opus Trading September 2008 - July 2009
J.P. Morgan February 2000 - April 2002
Skills
Leadership, Sales, Microsoft Excel, Access, Cognos, Consulting, Vlookup, PowerPoint, Sales Presentations, Brio Query, Excel, Outlook Express, Building Relationships, Protiviti, Excel OM, Public Speaking, Social Media, Global Regulatory..., Analytics, Finance, Financial Services, Sterling B2B, Account Management, Enterprise Software..., Series 7, Series 63, Series 55, Management, SaaS, Solution Selling, Cloud Computing, Integration, Business Intelligence, Business Analysis, Fixed Income, Trading, Enterprise Software, Strategy, Financial Analysis, CRM, Investments, Professional Services
Education
Iona College 2010 — 2013
MBA, Finance
Iona College 2010 — 2012
Adv. Certificate, International Business
Iona College
BS, Mass Communication
Westchester Community College 2010 — 2012
A.S, Accounting
IBM Global Sales School
Salesforce June 2015 - Present
IBM January 2014 - June 2015
IBM September 2012 - January 2014
IBM January 2012 - July 2012
ISI Group April 2002 - May 2010
Opus Trading September 2008 - July 2009
J.P. Morgan February 2000 - April 2002
Skills
Leadership, Sales, Microsoft Excel, Access, Cognos, Consulting, Vlookup, PowerPoint, Sales Presentations, Brio Query, Excel, Outlook Express, Building Relationships, Protiviti, Excel OM, Public Speaking, Social Media, Global Regulatory..., Analytics, Finance, Financial Services, Sterling B2B, Account Management, Enterprise Software..., Series 7, Series 63, Series 55, Management, SaaS, Solution Selling, Cloud Computing, Integration, Business Intelligence, Business Analysis, Fixed Income, Trading, Enterprise Software, Strategy, Financial Analysis, CRM, Investments, Professional Services
Education
Iona College 2010 — 2013
MBA, Finance
Iona College 2010 — 2012
Adv. Certificate, International Business
Iona College
BS, Mass Communication
Westchester Community College 2010 — 2012
A.S, Accounting
IBM Global Sales School
Alise Morales's ISI Group Experience June 2009 - August 2009
Job Freelance Writer and Performer
Industry Entertainment
Experience
14th street Y June 2012 - Present
Freelance Writer and Performer June 2012 - Present
Meals On Wheels Delaware January 2012 - May 2012
University of Delaware October 2011 - May 2012
The Rubber Chickens September 2009 - May 2012
University of Delaware December 2010 - May 2011
The Resident Student Association May 2010 - May 2011
Exploration School, Inc. June 2010 - August 2010
Delaware Geological Survey May 2010 - June 2010
ISI Group June 2009 - August 2009
Skills
Spanish, Event Planning, Fundraising, Youth Leadership, Public Relations, Improvisation, Youth Programs, Non-profits, Curriculum Development, Campus, International Relations, Curriculum Design, Volunteer Management, Facebook, Public Speaking, Community Outreach, Social Media
Education
University of Delaware 2008 — 2012
BA, International Relations, Spanish Studies
Universty of Delaware i 2008 — 2012
Bachelor's degree, International Relations/Spanish
14th street Y June 2012 - Present
Freelance Writer and Performer June 2012 - Present
Meals On Wheels Delaware January 2012 - May 2012
University of Delaware October 2011 - May 2012
The Rubber Chickens September 2009 - May 2012
University of Delaware December 2010 - May 2011
The Resident Student Association May 2010 - May 2011
Exploration School, Inc. June 2010 - August 2010
Delaware Geological Survey May 2010 - June 2010
ISI Group June 2009 - August 2009
Skills
Spanish, Event Planning, Fundraising, Youth Leadership, Public Relations, Improvisation, Youth Programs, Non-profits, Curriculum Development, Campus, International Relations, Curriculum Design, Volunteer Management, Facebook, Public Speaking, Community Outreach, Social Media
Education
University of Delaware 2008 — 2012
BA, International Relations, Spanish Studies
Universty of Delaware i 2008 — 2012
Bachelor's degree, International Relations/Spanish
Guilherme Albergaria's ISI Group Experience April 2013 - January 2015
Job Finance Manager at Lawyer Marketing Services, Inc.
Industry Financial Services
Experience
Lawyer Marketing Services, Inc. February 2015 - Present
ISI Group April 2013 - January 2015
DeLaval 2011 - 2012
Heaven Help (Non-profit) August 2008 - 2011
Skills
Valuation, Financial Services, Business Strategy, Public Speaking, Leadership, Team Building, Teaching, Building Relationships, Fundraising, Market Research, Financial Modeling, Corporate Finance, Equity Research, Strategic Planning, Investments, Finance, Management
Education
Harvard University 2012 — 2014
Master's degree, Finance, Management, 3.79 GPA
Centro Universitário UNA 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Lawyer Marketing Services, Inc. February 2015 - Present
ISI Group April 2013 - January 2015
DeLaval 2011 - 2012
Heaven Help (Non-profit) August 2008 - 2011
Skills
Valuation, Financial Services, Business Strategy, Public Speaking, Leadership, Team Building, Teaching, Building Relationships, Fundraising, Market Research, Financial Modeling, Corporate Finance, Equity Research, Strategic Planning, Investments, Finance, Management
Education
Harvard University 2012 — 2014
Master's degree, Finance, Management, 3.79 GPA
Centro Universitário UNA 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Karina DiDiana Karina DiDiana's ISI Group Experience October 2006 - August 2013
Job Resident Assistant at University of Illinois at Chicago
Industry Financial Services
Experience
University of Illinois at Chicago August 2014 - Present
Cook County Clerk's Office April 2013 - Present
ISI Group October 2006 - August 2013
Antro VIP July 2005 - December 2012
Skills
Financial Analysis, Finance, Data Analysis, Team Leadership, Spanish, Economics, Analysis, Financial Modeling, Banking, Teamwork, Process Improvement, Market Research, Microsoft Excel, Project Planning, Sales, PowerPoint, Access, Microsoft Word, Customer Service, Research, Microsoft Office, Asset Management, Accounting, Peachtree, Team Building, Strategic Planning, Business Strategy
Education
University of Illinois at Chicago 2013 — 2015
Bachelor's degree, Accounting
Harper College 2011 — 2013
Associate's degree, Business Management, 3.8 of a possible 4.
University of Illinois at Chicago August 2014 - Present
Cook County Clerk's Office April 2013 - Present
ISI Group October 2006 - August 2013
Antro VIP July 2005 - December 2012
Skills
Financial Analysis, Finance, Data Analysis, Team Leadership, Spanish, Economics, Analysis, Financial Modeling, Banking, Teamwork, Process Improvement, Market Research, Microsoft Excel, Project Planning, Sales, PowerPoint, Access, Microsoft Word, Customer Service, Research, Microsoft Office, Asset Management, Accounting, Peachtree, Team Building, Strategic Planning, Business Strategy
Education
University of Illinois at Chicago 2013 — 2015
Bachelor's degree, Accounting
Harper College 2011 — 2013
Associate's degree, Business Management, 3.8 of a possible 4.
Rebecca Schaal Rebecca Schaal's ISI Group Experience July 2010 - November 2011
Job Executive Assistant at Biogen
Industry Biotechnology
Experience
Biogen April 2015 - Present
Bain Capital March 2014 - March 2015
Bain Capital March 2012 - March 2014
ISI Group July 2010 - November 2011
United Nations, Counter-Terrorism Committee Executive Directorate January 2008 - September 2009
United Nations Office of Internal Oversight Services November 2007 - January 2008
Skills
Bloomberg, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lexis Nexis, Lotus Notes, ThomsonOne, Salesforce, Adobe, Leadership, International Relations, Microsoft Office, Policy, Event Planning, Salesforce.com, Customer Service, Investment Banking, Financial Analysis, Lexis, Budgets, Research
Education
Kean University 2005 — 2010
BA, Political Science, English
Biogen April 2015 - Present
Bain Capital March 2014 - March 2015
Bain Capital March 2012 - March 2014
ISI Group July 2010 - November 2011
United Nations, Counter-Terrorism Committee Executive Directorate January 2008 - September 2009
United Nations Office of Internal Oversight Services November 2007 - January 2008
Skills
Bloomberg, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lexis Nexis, Lotus Notes, ThomsonOne, Salesforce, Adobe, Leadership, International Relations, Microsoft Office, Policy, Event Planning, Salesforce.com, Customer Service, Investment Banking, Financial Analysis, Lexis, Budgets, Research
Education
Kean University 2005 — 2010
BA, Political Science, English
Lindsay Picard Lindsay Picard's ISI Group Experience July 2013 - August 2013
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2015 - Present
Bowdoin College 2012 - Present
Falcon Investments August 2014 - 2014
ISI Group July 2013 - August 2013
Education
Bowdoin College 2012 — 2016
Bachelor's Degree, Government and Legal Studies, Economics and Finance
Riverdale Country School 1999 — 2012
High School
RBC Capital Markets 2015 - Present
Bowdoin College 2012 - Present
Falcon Investments August 2014 - 2014
ISI Group July 2013 - August 2013
Education
Bowdoin College 2012 — 2016
Bachelor's Degree, Government and Legal Studies, Economics and Finance
Riverdale Country School 1999 — 2012
High School
Eddie Finocchiaro's ISI Group Experience June 2014 - August 2014
Job Startup Analyst
Industry Financial Services
Experience
Revlyst June 2015 - Present
Innovation Competition at Dickinson College (IC@D) February 2014 - May 2015
Maxim Group September 2014 - December 2014
ISI Group June 2014 - August 2014
Gilder Gagnon Howe December 2013 - January 2014
DAVID LERNER AND ASSOCIATES June 2012 - August 2012
Sons Of Farmers June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Word, Research, Microsoft Excel, Bloomberg, Regression Models, Sales, Investments, Finance, Facebook, Spanish, Economics, Event Planning, Social Media, Microsoft Word, Equities, Start-ups, Start-up Consulting, Strategic Sourcing
Education
Dickinson College 2011 — 2015
Bachelor's degree, International Business & Management
New York University 2013 — 2013
Bachelor of Arts (B.A.), Economics/Business studies
Revlyst June 2015 - Present
Innovation Competition at Dickinson College (IC@D) February 2014 - May 2015
Maxim Group September 2014 - December 2014
ISI Group June 2014 - August 2014
Gilder Gagnon Howe December 2013 - January 2014
DAVID LERNER AND ASSOCIATES June 2012 - August 2012
Sons Of Farmers June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Word, Research, Microsoft Excel, Bloomberg, Regression Models, Sales, Investments, Finance, Facebook, Spanish, Economics, Event Planning, Social Media, Microsoft Word, Equities, Start-ups, Start-up Consulting, Strategic Sourcing
Education
Dickinson College 2011 — 2015
Bachelor's degree, International Business & Management
New York University 2013 — 2013
Bachelor of Arts (B.A.), Economics/Business studies
Truman Patterson, CFA Truman Patterson, CFA's ISI Group Experience February 2012 - November 2014
Job Director at Evercore ISI
Industry Investment Management
Experience
Evercore ISI November 2014 - Present
ISI Group February 2012 - November 2014
Ticonderoga Securities LLC March 2010 - January 2012
Skills
Equity Research, Financial Modeling, Financial Analysis, PowerPoint, Bloomberg, Investments, Capital Markets, Data Analysis, Valuation, Equities, Portfolio Management, Accounting
Education
Truman State University 2005 — 2009
Bachelor's degree, Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (BA), Finance
Evercore ISI November 2014 - Present
ISI Group February 2012 - November 2014
Ticonderoga Securities LLC March 2010 - January 2012
Skills
Equity Research, Financial Modeling, Financial Analysis, PowerPoint, Bloomberg, Investments, Capital Markets, Data Analysis, Valuation, Equities, Portfolio Management, Accounting
Education
Truman State University 2005 — 2009
Bachelor's degree, Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (BA), Finance
Tim Donovan's ISI Group Experience July 2011 - November 2011
Job Development Director at America's Realty, LLC
Industry Real Estate
Experience
America's Realty, LLC December 2014 - Present
The Cordish Company July 2013 - December 2014
The Cordish Company January 2012 - July 2013
ISI Group July 2011 - November 2011
Senior Leadership Consultants May 2010 - May 2011
The Cordish Company June 2010 - August 2010
The Cordish Company June 2009 - August 2009
Skills
Financial Analysis, Leadership, Marketing, Management, Sales, Social Media, Real Estate Development, Budgets, Public Speaking, Commercial Real Estate, Customer Service, Leases, PowerPoint, Strategic Planning, Contract Negotiation, Strategy, Microsoft Excel, Tenant, Project Management, Project Planning, Time Management, Public Relations, Marketing Strategy, Property Management, Microsoft Word, Team Building
Education
University of Baltimore School of Law 2013 — 2017
Doctor of Law (JD), Real Estate Concentration
The Johns Hopkins University 2007 — 2011
Bachelor of Arts, Political Science with a minor in Business
Loyola Blakefield 2003 — 2007
America's Realty, LLC December 2014 - Present
The Cordish Company July 2013 - December 2014
The Cordish Company January 2012 - July 2013
ISI Group July 2011 - November 2011
Senior Leadership Consultants May 2010 - May 2011
The Cordish Company June 2010 - August 2010
The Cordish Company June 2009 - August 2009
Skills
Financial Analysis, Leadership, Marketing, Management, Sales, Social Media, Real Estate Development, Budgets, Public Speaking, Commercial Real Estate, Customer Service, Leases, PowerPoint, Strategic Planning, Contract Negotiation, Strategy, Microsoft Excel, Tenant, Project Management, Project Planning, Time Management, Public Relations, Marketing Strategy, Property Management, Microsoft Word, Team Building
Education
University of Baltimore School of Law 2013 — 2017
Doctor of Law (JD), Real Estate Concentration
The Johns Hopkins University 2007 — 2011
Bachelor of Arts, Political Science with a minor in Business
Loyola Blakefield 2003 — 2007
Ishaan Sutaria Ishaan Sutaria's ISI Group Experience October 2012 - January 2014
Job Manager, Business Analytics at VentureBeat
Industry Online Media
Experience
VentureBeat April 2015 - Present
Rocket Fuel Inc. April 2014 - April 2015
ISI Group October 2012 - January 2014
Pearson plc June 2013 - August 2013
Pearson plc June 2012 - August 2012
Citi June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, Strategy, Data Analysis, Equity Research, Public Speaking, Data Analytics, Microsoft Office, Digital Media, Digital Marketing, Financial Analysis, PowerPoint, M&A execution, Written & Oral..., Media Planning, Real-Time Bidding, Statistical Modeling
Education
Swarthmore College 2009 — 2013
BA, Economics and Political Science
University School 2005 — 2009
VentureBeat April 2015 - Present
Rocket Fuel Inc. April 2014 - April 2015
ISI Group October 2012 - January 2014
Pearson plc June 2013 - August 2013
Pearson plc June 2012 - August 2012
Citi June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, Strategy, Data Analysis, Equity Research, Public Speaking, Data Analytics, Microsoft Office, Digital Media, Digital Marketing, Financial Analysis, PowerPoint, M&A execution, Written & Oral..., Media Planning, Real-Time Bidding, Statistical Modeling
Education
Swarthmore College 2009 — 2013
BA, Economics and Political Science
University School 2005 — 2009
Steve Duttenhofer Steve Duttenhofer's ISI Group Experience August 1996 - January 2011
Job Research Sales / Founding Partner at Renaissance Macro Research
Industry Financial Services
Experience
Renaissance Macro Research March 2011 - Present
ISI Group August 1996 - January 2011
Oppenheimer & Co. June 1994 - July 1996
Education
University of Michigan 1993 — 1994
Masters of Public Policy (MPP), Public Policy
University of Michigan 1989 — 1993
BS, Economics / Political Science
Renaissance Macro Research March 2011 - Present
ISI Group August 1996 - January 2011
Oppenheimer & Co. June 1994 - July 1996
Education
University of Michigan 1993 — 1994
Masters of Public Policy (MPP), Public Policy
University of Michigan 1989 — 1993
BS, Economics / Political Science
Bonnie (Hei Tung) Tung's ISI Group Experience June 2012 - August 2012
Job Consultant at Navigant
Industry Hospital & Health Care
Experience
Navigant August 2013 - Present
Health Research for Action September 2010 - June 2013
ISI Group June 2012 - August 2012
Pontificia Universidad Católica de Chile August 2011 - December 2011
Regional Asthma Management and Prevention September 2010 - December 2010
Bank of the Orient June 2010 - August 2010
UC Berkeley Center for Labor Research and Education January 2010 - July 2010
Asian Pacific Environmental Network April 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Windows Movie Maker, English-Spanish, Due Diligence, Market Assessments, Lifesciences, PowerPoint
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Public Health
Pontificia Universidad Católica de Chile 2011 — 2011
Business/Managerial Economics
Navigant August 2013 - Present
Health Research for Action September 2010 - June 2013
ISI Group June 2012 - August 2012
Pontificia Universidad Católica de Chile August 2011 - December 2011
Regional Asthma Management and Prevention September 2010 - December 2010
Bank of the Orient June 2010 - August 2010
UC Berkeley Center for Labor Research and Education January 2010 - July 2010
Asian Pacific Environmental Network April 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Windows Movie Maker, English-Spanish, Due Diligence, Market Assessments, Lifesciences, PowerPoint
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Public Health
Pontificia Universidad Católica de Chile 2011 — 2011
Business/Managerial Economics
Alex Arthur Alex Arthur's ISI Group Experience May 2012 - July 2012
Job Production Assistant at the National Basketball Association
Industry Sports
Experience
National Basketball Association October 2014 - Present
Permanens Capital June 2014 - July 2014
Beaver Country Day School, Inc. September 2013 - November 2013
ISI Group May 2012 - July 2012
The New York Times June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint
Education
Tufts University 2010 — 2014
Bachelor of Arts (BA), Economics
National Basketball Association October 2014 - Present
Permanens Capital June 2014 - July 2014
Beaver Country Day School, Inc. September 2013 - November 2013
ISI Group May 2012 - July 2012
The New York Times June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint
Education
Tufts University 2010 — 2014
Bachelor of Arts (BA), Economics
Iani Alecsiu Iani Alecsiu's ISI Group Experience May 2012 - July 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Columbia University September 2010 - May 2014
Morgan Stanley June 2013 - August 2013
ISI Group May 2012 - July 2012
Romanian Cultural Institute June 2011 - July 2011
Eurospirit Association September 2009 - August 2010
Skills
Stata, Social Media, Research
Education
Columbia University in the City of New York 2010 — 2014
Bachelor, Economics and German Literature & Cultural History
Morgan Stanley June 2014 - Present
Columbia University September 2010 - May 2014
Morgan Stanley June 2013 - August 2013
ISI Group May 2012 - July 2012
Romanian Cultural Institute June 2011 - July 2011
Eurospirit Association September 2009 - August 2010
Skills
Stata, Social Media, Research
Education
Columbia University in the City of New York 2010 — 2014
Bachelor, Economics and German Literature & Cultural History
Donald Rissmiller's ISI Group Experience 2001 - 2006
Job Economic Research at Strategas
Industry Research
Experience
Strategas Research Partners September 2006 - Present
ISI Group 2001 - 2006
Federal Reserve Bank of New York 1998 - 2001
Skills
Economic Research, Financial Modeling, Hedge Funds, Equities, Capital Markets, Bloomberg, Fixed Income, Investments, Valuation, Asset Management
Education
Harvard College 1994 — 1998
AB, Economics
Delbarton School 1988 — 1994
Strategas Research Partners September 2006 - Present
ISI Group 2001 - 2006
Federal Reserve Bank of New York 1998 - 2001
Skills
Economic Research, Financial Modeling, Hedge Funds, Equities, Capital Markets, Bloomberg, Fixed Income, Investments, Valuation, Asset Management
Education
Harvard College 1994 — 1998
AB, Economics
Delbarton School 1988 — 1994
Tom Brzozowski Tom Brzozowski's ISI Group Experience June 2014 - July 2014
Job Investment Banking Summer Analyst at Lazard Middle Market
Industry Financial Services
Experience
Lazard Middle Market LLC June 2015 - Present
ISI Group June 2014 - July 2014
Congressional Commercial, LLC September 2013 - January 2014
Windsor Realty & Managment June 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Tableau, WiX, Teamwork, Economics, Windows, Research, Social Media, Statistics, Statistical Modeling, Access, Leadership, Event Planning, Data Analysis, Public Speaking, Spanish, Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Operations Information Management
St. Ignatius High School 2008 — 2012
Lazard Middle Market LLC June 2015 - Present
ISI Group June 2014 - July 2014
Congressional Commercial, LLC September 2013 - January 2014
Windsor Realty & Managment June 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Tableau, WiX, Teamwork, Economics, Windows, Research, Social Media, Statistics, Statistical Modeling, Access, Leadership, Event Planning, Data Analysis, Public Speaking, Spanish, Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Operations Information Management
St. Ignatius High School 2008 — 2012
William Mattimore's ISI Group Experience June 2012 - August 2012
Job Business Development Representative at Reflektive
Industry Human Resources
Experience
Reflektive August 2015 - Present
ADVNC Lacrosse 2013 - Present
TechTarget December 2013 - August 2015
ISI Group June 2012 - August 2012
Skills
Social Media, Microsoft Excel, PowerPoint, Teamwork, Sales, Microsoft Office, Public Speaking, Team Leadership, Facebook, Microsoft Word, Financial Analysis, Research, Economics, Customer Service, Salesforce.com, Online Marketing, Product Marketing
Education
Bucknell University 2010 — 2013
Bachelor's Degree, History
Saint Ignatius College Preparatory 2004 — 2009
Reflektive August 2015 - Present
ADVNC Lacrosse 2013 - Present
TechTarget December 2013 - August 2015
ISI Group June 2012 - August 2012
Skills
Social Media, Microsoft Excel, PowerPoint, Teamwork, Sales, Microsoft Office, Public Speaking, Team Leadership, Facebook, Microsoft Word, Financial Analysis, Research, Economics, Customer Service, Salesforce.com, Online Marketing, Product Marketing
Education
Bucknell University 2010 — 2013
Bachelor's Degree, History
Saint Ignatius College Preparatory 2004 — 2009
Joshua Kazdin's ISI Group Experience March 2009 - August 2009
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock July 2011 - December 2013
ISI Group March 2009 - August 2009
Lazard Asset Management July 2008 - January 2009
Skills
Quantitative Analytics, Portfolio Management, Equities, Valuation, Economics, Investments, Strategy, Trading, Hedge Funds, Derivatives, Risk Management, Matlab, SQL, Financial Markets, Mergers & Acquisitions, Python, HTML, CSS, JavaScript
Education
Massachusetts Institute of Technology 2010 — 2011
MFin, Finance
Duke University 2004 — 2008
B.S, Economics (BS), Political Science (BA), Chinese (Minor)
Capital Normal University 2006 — 2006
Chinese
Peking University 2005 — 2005
Chinese
BlackRock January 2014 - Present
BlackRock July 2011 - December 2013
ISI Group March 2009 - August 2009
Lazard Asset Management July 2008 - January 2009
Skills
Quantitative Analytics, Portfolio Management, Equities, Valuation, Economics, Investments, Strategy, Trading, Hedge Funds, Derivatives, Risk Management, Matlab, SQL, Financial Markets, Mergers & Acquisitions, Python, HTML, CSS, JavaScript
Education
Massachusetts Institute of Technology 2010 — 2011
MFin, Finance
Duke University 2004 — 2008
B.S, Economics (BS), Political Science (BA), Chinese (Minor)
Capital Normal University 2006 — 2006
Chinese
Peking University 2005 — 2005
Chinese
Jeffrey Degraaf, CMT, CFA Jeffrey Degraaf, CMT, CFA's ISI Group Experience March 2007 - February 2011
Job Chairman/CEO RenMac, LLC
Industry Financial Services
Experience
Renaissance Macro Research, LLC March 2011 - Present
Sentry Capital October 2005 - Present
ISI Group March 2007 - February 2011
Lehman Brothers August 1998 - February 2007
Skills
Hedge Funds, Commodity, Financial Analysis, Strategic Planning, Business Analysis, Project Management, Business Strategy, Financial Modeling, Portfolio Management
Education
Michigan State University 1986 — 1990
Bachelor of Arts (B.A.), Finance
Renaissance Macro Research, LLC March 2011 - Present
Sentry Capital October 2005 - Present
ISI Group March 2007 - February 2011
Lehman Brothers August 1998 - February 2007
Skills
Hedge Funds, Commodity, Financial Analysis, Strategic Planning, Business Analysis, Project Management, Business Strategy, Financial Modeling, Portfolio Management
Education
Michigan State University 1986 — 1990
Bachelor of Arts (B.A.), Finance
Frank D'Ambrosio's ISI Group Experience January 2004 - August 2007
Job at Hudson Partners
Industry Financial Services
Experience
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
Hudson Partners July 2010 - Present
SkyBridge Capital November 2007 - June 2009
ISI Group January 2004 - August 2007
Neuberger Berman 2000 - 2003
Bear Stearns 1994 - 1998
Paine Webber 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Private Equity, Trading, Investments, Investment Strategies, Investment Management, Mutual Funds, Institutional Investors, Financial Structuring, Capital Markets, Fund Of Funds, Asset Managment, Equities, Valuation, Investment Banking, Asset Allocation, Due Diligence, Financial Services, Equity Research, Securities, Funding, Bloomberg, Emerging Markets, Institutional..., Fixed Income, Series 7, Capital, Asset Management
Education
New York University 1979 — 1982
MBA, Finance
Georgetown University 1973 — 1977
BA, Accounting
Joseph Skoff's ISI Group Experience April 2014 - May 2015
Job Managing Director, Institutional Equity Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. May 2015 - Present
ISI Group April 2014 - May 2015
Merrill Lynch July 2007 - March 2014
Skills
Equity Research, Equity Capital Markets, Equity Valuation, Sales, Building Relationships, Relationship Management, Trading, Equities, Investments, Mutual Funds, Investment Strategies
Education
Fairfield University 2004 — 2008
Bachelor of Science (B.S.), Financial Mathematics
Canaccord Genuity Inc. May 2015 - Present
ISI Group April 2014 - May 2015
Merrill Lynch July 2007 - March 2014
Skills
Equity Research, Equity Capital Markets, Equity Valuation, Sales, Building Relationships, Relationship Management, Trading, Equities, Investments, Mutual Funds, Investment Strategies
Education
Fairfield University 2004 — 2008
Bachelor of Science (B.S.), Financial Mathematics
Abhey Lamba Abhey Lamba's ISI Group Experience June 2009 - November 2011
Job Senior Technology Analyst at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. December 2011 - Present
ISI Group June 2009 - November 2011
UBS Investment Bank April 2004 - June 2009
Siebel Systems 2002 - 2004
Booz Allen Hamilton 2001 - 2001
Bentley Systems August 1995 - July 2000
Skills
Investment Banking, Equity Research, Corporate Development, Product Management, Business Strategy, Financial Research, Equities, Financial Modeling, Emerging Markets, Portfolio Management, Valuation, Capital Markets, Hedge Funds, Asset Managment, Mergers
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Marketing and Finance
University of Connecticut 1993 — 1995
MS, Mechanical Engineering
Indian Institute of Technology, Bombay 1988 — 1992
B Tech, Mechanical Engineering
Mizuho Securities USA Inc. December 2011 - Present
ISI Group June 2009 - November 2011
UBS Investment Bank April 2004 - June 2009
Siebel Systems 2002 - 2004
Booz Allen Hamilton 2001 - 2001
Bentley Systems August 1995 - July 2000
Skills
Investment Banking, Equity Research, Corporate Development, Product Management, Business Strategy, Financial Research, Equities, Financial Modeling, Emerging Markets, Portfolio Management, Valuation, Capital Markets, Hedge Funds, Asset Managment, Mergers
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Marketing and Finance
University of Connecticut 1993 — 1995
MS, Mechanical Engineering
Indian Institute of Technology, Bombay 1988 — 1992
B Tech, Mechanical Engineering
Andrew Simmons, MS Finance Andrew Simmons, MS Finance's ISI Group Experience February 2009 - February 2010
Job Collateral Management, Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
BNY Mellon October 2012 - September 2013
AllianceBernstein September 2010 - May 2012
ISI Group February 2009 - February 2010
UBS Investment Bank July 2006 - October 2008
CitationShares May 2004 - August 2004
Skills
Fixed Income, Microsoft Excel, Analysis, Settlement, Middle Office, Collateral Management, Account Reconciliation, Options, Back Office, PowerPoint, Equities, Securities, Key Performance..., Microsoft Word, User Acceptance Testing, Repo, Investment Banking, Swaps, Bonds, Emerging Markets, Asset Allocation, Bloomberg, Financial Services
Education
Baruch College, City University of New York (CUNY)
Master of Science, Finance
Eastern Connecticut State University
Bachelor of Science, Business Administration
BNY Mellon September 2013 - Present
BNY Mellon October 2012 - September 2013
AllianceBernstein September 2010 - May 2012
ISI Group February 2009 - February 2010
UBS Investment Bank July 2006 - October 2008
CitationShares May 2004 - August 2004
Skills
Fixed Income, Microsoft Excel, Analysis, Settlement, Middle Office, Collateral Management, Account Reconciliation, Options, Back Office, PowerPoint, Equities, Securities, Key Performance..., Microsoft Word, User Acceptance Testing, Repo, Investment Banking, Swaps, Bonds, Emerging Markets, Asset Allocation, Bloomberg, Financial Services
Education
Baruch College, City University of New York (CUNY)
Master of Science, Finance
Eastern Connecticut State University
Bachelor of Science, Business Administration
Brittany Baumann Brittany Baumann's ISI Group Experience May 2011 - July 2011
Job Economist at Crédit Agricole CIB
Industry Research
Experience
Crédit Agricole CIB June 2014 - Present
The Clearing House 2013 - 2014
Boston University, Department of Economics August 2008 - May 2013
Boston University, Department of International Relations October 2011 - April 2013
US Securities and Exchange Commission July 2011 - August 2011
ISI Group May 2011 - July 2011
Boston University, School of Social Work October 2009 - July 2010
Americans for Tax Reform September 2007 - December 2007
Citi June 2007 - August 2007
Skills
Financial Economics, Behavioral Finance, International Economics, Macroeconomics, Stata, Finance, Data Analysis, Econometrics
Education
Boston University 2008 — 2013
PhD, Economics
Boston University 2008 — 2011
MA, Political Economy
Georgetown University 2004 — 2008
BA, Economics, Mathematics, French
Université Paris Dauphine 2007 — 2007
Crédit Agricole CIB June 2014 - Present
The Clearing House 2013 - 2014
Boston University, Department of Economics August 2008 - May 2013
Boston University, Department of International Relations October 2011 - April 2013
US Securities and Exchange Commission July 2011 - August 2011
ISI Group May 2011 - July 2011
Boston University, School of Social Work October 2009 - July 2010
Americans for Tax Reform September 2007 - December 2007
Citi June 2007 - August 2007
Skills
Financial Economics, Behavioral Finance, International Economics, Macroeconomics, Stata, Finance, Data Analysis, Econometrics
Education
Boston University 2008 — 2013
PhD, Economics
Boston University 2008 — 2011
MA, Political Economy
Georgetown University 2004 — 2008
BA, Economics, Mathematics, French
Université Paris Dauphine 2007 — 2007
Emily Manley Emily Manley's ISI Group Experience May 2014 - August 2014
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
Loyola University Maryland November 2012 - May 2015
ISI Group May 2014 - August 2014
La Nonna's Italian Restaurant May 2012 - August 2013
Loyola University Maryland March 2011 - May 2013
Skills
Time Management, Public Speaking, Finance, Economics, Teamwork, Leadership, Microsoft Excel, Financial Analysis, Bloomberg, Accounting, Social Media, Marketing, Management, Social Networking, Customer Service, Facebook
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
St. Anthony's High School 2007 — 2011
Deutsche Bank January 2015 - Present
Loyola University Maryland November 2012 - May 2015
ISI Group May 2014 - August 2014
La Nonna's Italian Restaurant May 2012 - August 2013
Loyola University Maryland March 2011 - May 2013
Skills
Time Management, Public Speaking, Finance, Economics, Teamwork, Leadership, Microsoft Excel, Financial Analysis, Bloomberg, Accounting, Social Media, Marketing, Management, Social Networking, Customer Service, Facebook
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
St. Anthony's High School 2007 — 2011
Amy Dobbis's ISI Group Experience June 2009 - May 2011
Job Software & Internet Research at Goldman Sachs (GIR)
Industry Banking
Experience
Goldman Sachs May 2011 - Present
ISI Group June 2009 - May 2011
UBS Investment Bank March 2003 - June 2009
Citigroup Equity Research June 2001 - March 2003
Citigroup Equity Research June 2000 - May 2001
Skills
Bloomberg, Equities, Vendor Management, Microsoft Excel, Market Research, PowerPoint
Education
The College of New Jersey 1996 — 2000
BS, Biology, Psychology (minor)
Goldman Sachs May 2011 - Present
ISI Group June 2009 - May 2011
UBS Investment Bank March 2003 - June 2009
Citigroup Equity Research June 2001 - March 2003
Citigroup Equity Research June 2000 - May 2001
Skills
Bloomberg, Equities, Vendor Management, Microsoft Excel, Market Research, PowerPoint
Education
The College of New Jersey 1996 — 2000
BS, Biology, Psychology (minor)
Manish Gautam's ISI Group Experience 2007 - 2009
Job Financial Services Sales Executive
Industry Financial Services
Experience
EY 2012 - Present
UBS Investment Bank 2009 - 2011
ISI Group 2007 - 2009
Medley Global Advisors 2005 - 2007
Citi 1990 - 2003
Apple 1987 - 1990
Skills
Business Development, Equities, Management, Financial Services, Product Development, Sales, Investments, Strategy, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics & History
Lawrenceville School 1983 — 1986
EY 2012 - Present
UBS Investment Bank 2009 - 2011
ISI Group 2007 - 2009
Medley Global Advisors 2005 - 2007
Citi 1990 - 2003
Apple 1987 - 1990
Skills
Business Development, Equities, Management, Financial Services, Product Development, Sales, Investments, Strategy, Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics & History
Lawrenceville School 1983 — 1986
Brian Herlihy's ISI Group Experience April 2013 - Present
Job Managing Director Portfolio Strategy at ISI Group
Industry Financial Services
Experience
ISI Group April 2013 - Present
Renaissance Macro Research April 2012 - April 2013
Level Global Investors October 2009 - May 2011
ISI Group June 2004 - September 2009
Skills
Equities
Education
New York University 2000 — 2003
ISI Group April 2013 - Present
Renaissance Macro Research April 2012 - April 2013
Level Global Investors October 2009 - May 2011
ISI Group June 2004 - September 2009
Skills
Equities
Education
New York University 2000 — 2003
Drew Eklund's ISI Group Experience April 2009 - October 2014
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Evercore ISI November 2014 - August 2015
ISI Group April 2009 - October 2014
Merrill Lynch 2006 - January 2009
Bear Stearns 2005 - 2006
Skills
Equities, Equity Research, Capital Markets, Hedge Funds
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA)
Goldman Sachs September 2015 - Present
Evercore ISI November 2014 - August 2015
ISI Group April 2009 - October 2014
Merrill Lynch 2006 - January 2009
Bear Stearns 2005 - 2006
Skills
Equities, Equity Research, Capital Markets, Hedge Funds
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA)
Stephen East's ISI Group Experience February 2012 - Present
Job Senior Managing Director & Partner at ISI Group
Industry Financial Services
Experience
ISI Group February 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Pali Capital, Inc. May 2007 - January 2010
Susquehanna International Group 2005 - 2007
Fiduciary Asset Management 2003 - 2005
A.G. Edwards & Sons, Inc 1994 - 2003
Monsanto 1988 - 1994
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Asset Management
Education
Arkansas State University
BS, Finance
University of Missouri-Columbia, College of Business
MBA
ISI Group February 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Pali Capital, Inc. May 2007 - January 2010
Susquehanna International Group 2005 - 2007
Fiduciary Asset Management 2003 - 2005
A.G. Edwards & Sons, Inc 1994 - 2003
Monsanto 1988 - 1994
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Asset Management
Education
Arkansas State University
BS, Finance
University of Missouri-Columbia, College of Business
MBA
Joe Ramirez, CFA's ISI Group Experience December 2009 - February 2010
Job Global Macro & Quantitative Research Analyst
Industry Investment Management
Experience
Surgo Group August 2015 - Present
Cornerstone Macro LP May 2013 - May 2015
Wolfe Trahan & Co. February 2010 - March 2013
ISI Group December 2009 - February 2010
Beacon Trust Company August 2007 - December 2009
Provident Group Asset Management May 2007 - August 2007
Rockwell Automation May 2006 - September 2006
Skills
Equities, Bloomberg, VBA, Portfolio Management, Investments, Data Analysis, Statistics, Matlab, Economics, Financial Modeling, Quantitative Finance, C++, Equity Research, Mutual Funds, Valuation, Financial Analysis, Hedge Funds, Asset Managment, Investment Banking, Corporate Finance, Fixed Income
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelors of Science, Electrical Engineering, Economics
Surgo Group August 2015 - Present
Cornerstone Macro LP May 2013 - May 2015
Wolfe Trahan & Co. February 2010 - March 2013
ISI Group December 2009 - February 2010
Beacon Trust Company August 2007 - December 2009
Provident Group Asset Management May 2007 - August 2007
Rockwell Automation May 2006 - September 2006
Skills
Equities, Bloomberg, VBA, Portfolio Management, Investments, Data Analysis, Statistics, Matlab, Economics, Financial Modeling, Quantitative Finance, C++, Equity Research, Mutual Funds, Valuation, Financial Analysis, Hedge Funds, Asset Managment, Investment Banking, Corporate Finance, Fixed Income
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelors of Science, Electrical Engineering, Economics
Vikash Harlalka's ISI Group Experience March 2012 - Present
Job Associate Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group March 2012 - Present
Citigroup Investment Research May 2007 - February 2012
HLL April 2006 - June 2006
PricewaterhouseCoopers September 2001 - September 2003
Education
CFA Institute 2006 — 2009
Cleared all 3 levels of CFA, Finance - Portfolio Management, Valuation
Indian Institute of Management, Ahmedabad 2005 — 2007
MBA
Institute of Chartered Accountants of India 2000 — 2004
C.A., Accountancy
St. Xavier's College 2000 — 2003
B.Com(H), Commerce
ISI Group March 2012 - Present
Citigroup Investment Research May 2007 - February 2012
HLL April 2006 - June 2006
PricewaterhouseCoopers September 2001 - September 2003
Education
CFA Institute 2006 — 2009
Cleared all 3 levels of CFA, Finance - Portfolio Management, Valuation
Indian Institute of Management, Ahmedabad 2005 — 2007
MBA
Institute of Chartered Accountants of India 2000 — 2004
C.A., Accountancy
St. Xavier's College 2000 — 2003
B.Com(H), Commerce
Bill Appicelli, CFA's ISI Group Experience April 2011 - February 2013
Job Investment Analyst at Nexus Asset Management LLC
Industry Research
Experience
Nexus Asset Management LLC March 2013 - Present
ISI Group April 2011 - February 2013
Morgan Stanley June 2009 - May 2011
Citi Investment Research April 2005 - May 2009
Morgan Stanley 2004 - 2005
Skills
Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Bloomberg, Hedge Funds, Equity Research
Education
Drew University 2000 — 2004
BA, Economics
North Haven High School
Nexus Asset Management LLC March 2013 - Present
ISI Group April 2011 - February 2013
Morgan Stanley June 2009 - May 2011
Citi Investment Research April 2005 - May 2009
Morgan Stanley 2004 - 2005
Skills
Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Bloomberg, Hedge Funds, Equity Research
Education
Drew University 2000 — 2004
BA, Economics
North Haven High School
Catherine Miles's ISI Group Experience March 2011 - April 2012
Job Event Marketing & Corporate Access Professional
Industry Investment Banking
Experience
Leerink Partners LLC November 2014 - Present
Leerink Swann January 2014 - Present
ISI Group March 2011 - April 2012
Lazard Capital Markets April 2006 - March 2011
UBS Wealth Management 2003 - 2006
Octagon May 2000 - July 2002
Skills
Marketing, Equities, Hedge Funds, Capital Markets, Investment Banking, Corporate Access, Marketing Event Planning, Series 7
Education
Middlebury College 1996 — 2000
St. George's 1994 — 1996
High School
Leerink Partners LLC November 2014 - Present
Leerink Swann January 2014 - Present
ISI Group March 2011 - April 2012
Lazard Capital Markets April 2006 - March 2011
UBS Wealth Management 2003 - 2006
Octagon May 2000 - July 2002
Skills
Marketing, Equities, Hedge Funds, Capital Markets, Investment Banking, Corporate Access, Marketing Event Planning, Series 7
Education
Middlebury College 1996 — 2000
St. George's 1994 — 1996
High School
Brendan Metrano, CFA's ISI Group Experience 2013 - Present
Job Director at Evercore Partners (Evercore ISI)
Industry Investment Banking
Experience
ISI Group 2013 - Present
Wells Fargo Securities 2006 - 2013
Banc of America Securities 2005 - 2006
Lehman Brothers 2000 - 2002
Skills
Equities, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Bentley University 1989 — 1993
BS, Economics and Finance
ISI Group 2013 - Present
Wells Fargo Securities 2006 - 2013
Banc of America Securities 2005 - 2006
Lehman Brothers 2000 - 2002
Skills
Equities, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Bentley University 1989 — 1993
BS, Economics and Finance
Amy Lim, CFA's ISI Group Experience December 2008 - Present
Job Institutional Sales at ISI Group
Industry Capital Markets
Experience
ISI Group December 2008 - Present
UOB Kay Hian January 2008 - November 2008
AG Edwards April 2000 - December 2007
Education
University of Miami - School of Business 1995 — 1999
Bachelor of Business Administration (BBA), International Finance and Marketing
ISI Group December 2008 - Present
UOB Kay Hian January 2008 - November 2008
AG Edwards April 2000 - December 2007
Education
University of Miami - School of Business 1995 — 1999
Bachelor of Business Administration (BBA), International Finance and Marketing
Lee Jekos, CFA's ISI Group Experience April 2001 - March 2013
Job Institutional Sales at Cornerstone Macro LP
Industry Financial Services
Experience
Cornerstone Macro LP April 2013 - Present
ISI Group April 2001 - March 2013
Greenwich Associates June 1997 - March 2001
Skills
Equities, Hedge Funds, Bloomberg, Investments, Series 7, Portfolio Management, Financial Modeling, Equity Research, Valuation, Asset Management, Fixed Income, Series 63, Alternative Investments, Capital Markets, Securities, Financial Analysis, Trading
Education
Dartmouth College 1993 — 1997
BA, Economics and Psychology
Iona Preparatory School 1989 — 1993
Cornerstone Macro LP April 2013 - Present
ISI Group April 2001 - March 2013
Greenwich Associates June 1997 - March 2001
Skills
Equities, Hedge Funds, Bloomberg, Investments, Series 7, Portfolio Management, Financial Modeling, Equity Research, Valuation, Asset Management, Fixed Income, Series 63, Alternative Investments, Capital Markets, Securities, Financial Analysis, Trading
Education
Dartmouth College 1993 — 1997
BA, Economics and Psychology
Iona Preparatory School 1989 — 1993
arif haque's ISI Group Experience November 2011 - April 2013
Job Economic Analyst
Industry Investment Management
Experience
Cornerstone Macro LP May 2013 - Present
ISI Group November 2011 - April 2013
U.S. House of Representatives April 2004 - October 2011
U.S. Chamber of Commerce 2002 - 2002
Skills
Policy Analysis, Public Policy, Economics, Research, Financial Modeling, Quantitative Analytics, Data Analysis, Politics, Emerging Markets, Legislation, International Economics, International Relations
Education
The Johns Hopkins University 2006 — 2009
Master's degree, Applied Economics
University of Michigan 1999 — 2003
Bachelor's degree, Economics
Cornerstone Macro LP May 2013 - Present
ISI Group November 2011 - April 2013
U.S. House of Representatives April 2004 - October 2011
U.S. Chamber of Commerce 2002 - 2002
Skills
Policy Analysis, Public Policy, Economics, Research, Financial Modeling, Quantitative Analytics, Data Analysis, Politics, Emerging Markets, Legislation, International Economics, International Relations
Education
The Johns Hopkins University 2006 — 2009
Master's degree, Applied Economics
University of Michigan 1999 — 2003
Bachelor's degree, Economics
Ryan Plaxsun's ISI Group Experience September 2009 - Present
Job Program Trader at ISI Group
Industry Financial Services
Experience
ISI Group September 2009 - Present
Portware March 2008 - September 2009
IBM Global Services December 2006 - March 2008
Trace River Capital June 2007 - August 2007
Schonfeld Securities May 2006 - August 2006
Education
Binghamton University 2003 — 2007
ISI Group September 2009 - Present
Portware March 2008 - September 2009
IBM Global Services December 2006 - March 2008
Trace River Capital June 2007 - August 2007
Schonfeld Securities May 2006 - August 2006
Education
Binghamton University 2003 — 2007
Joe Riccardo's ISI Group Experience July 2014 - Present
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
Stan Shipley's ISI Group Experience Managing director. Fixed income strategyInternational Strategy & Investment2004 - Present
Job Managing Director Fixed Income Strategist at ISI Group
Industry Financial Services
Experience
ISI Group Managing director. Fixed income strategyInternational Strategy & Investment2004 - Present
Merrill Lynch 1997 - 2003
Lehman Brothers 1988 - 1996
Interactive Data 1978 - 1983
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Quantitative Finance, Strategy, Investments
Education
Michigan Technological University 1971 — 1976
ISI Group Managing director. Fixed income strategyInternational Strategy & Investment2004 - Present
Merrill Lynch 1997 - 2003
Lehman Brothers 1988 - 1996
Interactive Data 1978 - 1983
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Quantitative Finance, Strategy, Investments
Education
Michigan Technological University 1971 — 1976
Dan Chung's ISI Group Experience 2014 - Present
Job Healthcare Equity Research at ISI Group
Industry Investment Banking
Experience
ISI Group 2014 - Present
Guggenheim Securities 2013 - 2014
Jefferies & Company 2011 - 2013
Chilton Investment Company 2008 - 2011
Bear Stearns 2007 - 2008
Education
Harvard University 2003 — 2007
BA, Economics
ISI Group 2014 - Present
Guggenheim Securities 2013 - 2014
Jefferies & Company 2011 - 2013
Chilton Investment Company 2008 - 2011
Bear Stearns 2007 - 2008
Education
Harvard University 2003 — 2007
BA, Economics
Samit Parikh's ISI Group Experience November 2010 - February 2014
Job Vice President at Prudential Real Estate Investors
Industry Investment Management
Experience
Prudential Real Estate Investors March 2015 - Present
Booth Park Capital Management February 2014 - March 2015
ISI Group November 2010 - February 2014
Oppenheimer & Co. April 2009 - March 2010
Banc of America Securities May 2007 - April 2009
Prudential Real Estate Investors 2006 - 2007
Skills
Investment Properties, REIT, Equity Research, Alternative Investments
Education
Rutgers University-New Brunswick 2001 — 2005
Finance
Prudential Real Estate Investors March 2015 - Present
Booth Park Capital Management February 2014 - March 2015
ISI Group November 2010 - February 2014
Oppenheimer & Co. April 2009 - March 2010
Banc of America Securities May 2007 - April 2009
Prudential Real Estate Investors 2006 - 2007
Skills
Investment Properties, REIT, Equity Research, Alternative Investments
Education
Rutgers University-New Brunswick 2001 — 2005
Finance
J Naidrich's ISI Group Experience November 2012 - Present
Job Managing Director Institutional Equity Trading at ISI Group
Industry Financial Services
Jordan Tarry's ISI Group Experience March 2007 - October 2014
Job Director at Evercore
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Evercore November 2014 - May 2015
ISI Group March 2007 - October 2014
Morgan Keegan June 2003 - February 2007
Skills
Series 7, Equity Research, Securities, Equities, Investments, Trading, Investment Banking, Hedge Funds, Valuation, Capital Markets
Education
Cornell University 1998 — 2002
Friends academy 1994 — 1998
Cantor Fitzgerald September 2015 - Present
Evercore November 2014 - May 2015
ISI Group March 2007 - October 2014
Morgan Keegan June 2003 - February 2007
Skills
Series 7, Equity Research, Securities, Equities, Investments, Trading, Investment Banking, Hedge Funds, Valuation, Capital Markets
Education
Cornell University 1998 — 2002
Friends academy 1994 — 1998
Souheang Yao's ISI Group Experience May 2013 - Present
Job Quantitative Research at ISI Group
Industry Investment Banking
Experience
ISI Group May 2013 - Present
Credit Suisse February 2004 - March 2013
Globix June 2000 - December 2003
Skills
Quantitative Finance, Risk Models, Quantitative Analytics, Equities, Valuation, Trading Systems, Barra Aegis, Worldscope, Compustat, IBES, Bloomberg, Perl, SQL, Matlab, Factset, VBA, Thompson Market QA, C++
Education
New York University - Polytechnic School of Engineering 1996 — 2000
BS, Computer Engineering
ISI Group May 2013 - Present
Credit Suisse February 2004 - March 2013
Globix June 2000 - December 2003
Skills
Quantitative Finance, Risk Models, Quantitative Analytics, Equities, Valuation, Trading Systems, Barra Aegis, Worldscope, Compustat, IBES, Bloomberg, Perl, SQL, Matlab, Factset, VBA, Thompson Market QA, C++
Education
New York University - Polytechnic School of Engineering 1996 — 2000
BS, Computer Engineering
Zach Parham, CFA's ISI Group Experience October 2013 - September 2014
Job Equity Research Assoicate at Jefferies
Industry Financial Services
Experience
Jefferies September 2014 - Present
ISI Group October 2013 - September 2014
Bloomberg June 2010 - October 2013
The Edgar Lomax Company June 2009 - August 2009
Alexander Thompson Arnold PLLC June 2007 - June 2008
Education
The George Washington University - School of Business 2008 — 2010
MBA
University of Tennessee at Martin 2003 — 2007
BSBA
Jefferies September 2014 - Present
ISI Group October 2013 - September 2014
Bloomberg June 2010 - October 2013
The Edgar Lomax Company June 2009 - August 2009
Alexander Thompson Arnold PLLC June 2007 - June 2008
Education
The George Washington University - School of Business 2008 — 2010
MBA
University of Tennessee at Martin 2003 — 2007
BSBA
Andrew Goodhand's ISI Group Experience August 2011 - March 2015
Job Regional Vice President at RS Investments
Industry Investment Management
Experience
RS Investments March 2015 - Present
ISI Group August 2011 - March 2015
Citi November 2009 - August 2011
Liberty Group LLC April 2009 - November 2009
Rutberg & Company August 2008 - January 2009
Skills
Private Equity, Start-ups, Investments, Equity Research, Investment Banking, Series 7, Equities
Education
Bucknell University 2004 — 2008
Bachelor, Economics
RS Investments March 2015 - Present
ISI Group August 2011 - March 2015
Citi November 2009 - August 2011
Liberty Group LLC April 2009 - November 2009
Rutberg & Company August 2008 - January 2009
Skills
Private Equity, Start-ups, Investments, Equity Research, Investment Banking, Series 7, Equities
Education
Bucknell University 2004 — 2008
Bachelor, Economics
Ernie Tedeschi's ISI Group Experience December 2013 - Present
Job Policy Economist and Head of Fiscal Analysis at ISI Group
Industry Think Tanks
Experience
ISI Group December 2013 - Present
U.S. Department of the Treasury January 2012 - December 2013
The Pew Charitable Trusts January 2010 - January 2012
Bartle Wells Associates May 2008 - November 2009
Skills
Public Policy, Policy Analysis, Economics, R, Stata, Visual Basic, Data Visualization, Adobe Creative Suite, Analysis, Econometrics
Education
University of California, Berkeley 2005 — 2007
MPP, Public Policy
Stanford University 1998 — 2002
BA, Public Policy & Economics
ISI Group December 2013 - Present
U.S. Department of the Treasury January 2012 - December 2013
The Pew Charitable Trusts January 2010 - January 2012
Bartle Wells Associates May 2008 - November 2009
Skills
Public Policy, Policy Analysis, Economics, R, Stata, Visual Basic, Data Visualization, Adobe Creative Suite, Analysis, Econometrics
Education
University of California, Berkeley 2005 — 2007
MPP, Public Policy
Stanford University 1998 — 2002
BA, Public Policy & Economics
Michael Barbera's ISI Group Experience June 2006 - August 2006
Job Associate Albright Capital Management
Industry Financial Services
Experience
Albright Capital Management September 2011 - Present
GeoGlobal Energy LLC June 2011 - August 2011
HBS Professor Groysberg April 2009 - February 2010
Cleary Gottlieb Steen & Hamilton LLP June 2007 - July 2009
ISI Group June 2006 - August 2006
Skills
International Economics, Emerging Markets, Energy, Private Equity, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Mergers, Finance, Mergers & Acquisitions, Investments, Hedge Funds, Venture Capital, Research, Economics, International Relations
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
Master of Arts (MA), International Economics; Concentration in International Finance
Wesleyan University 2003 — 2007
Bachelor of Arts (BA), International Relations
Albright Capital Management September 2011 - Present
GeoGlobal Energy LLC June 2011 - August 2011
HBS Professor Groysberg April 2009 - February 2010
Cleary Gottlieb Steen & Hamilton LLP June 2007 - July 2009
ISI Group June 2006 - August 2006
Skills
International Economics, Emerging Markets, Energy, Private Equity, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Mergers, Finance, Mergers & Acquisitions, Investments, Hedge Funds, Venture Capital, Research, Economics, International Relations
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
Master of Arts (MA), International Economics; Concentration in International Finance
Wesleyan University 2003 — 2007
Bachelor of Arts (BA), International Relations
Allison Herzon's ISI Group Experience June 2010 - November 2010
Job MarketingEvents/Sponsorships
Industry Entertainment
Experience
ION Media Networks September 2012 - Present
Phoenix Group November 2010 - March 2012
ISI Group June 2010 - November 2010
Robi Ltd. January 2010 - July 2010
NICE May 2008 - July 2008
jennifer brisman weddings new york 2008 - 2008
Education
Penn State University 2005 — 2009
BS, Hotel Restaurant Institutional Management
ION Media Networks September 2012 - Present
Phoenix Group November 2010 - March 2012
ISI Group June 2010 - November 2010
Robi Ltd. January 2010 - July 2010
NICE May 2008 - July 2008
jennifer brisman weddings new york 2008 - 2008
Education
Penn State University 2005 — 2009
BS, Hotel Restaurant Institutional Management
Chenger (Joan) Cui's ISI Group Experience September 2009 - Present
Job Intern at ISI Group
Industry Financial Services
Experience
ISI Group September 2009 - Present
china international capital corporation January 2005 - December 2007
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Columbia University in the City of New York 2008 — 2009
Peking University 2002 — 2005
master, economics
Renmin University of China
ISI Group September 2009 - Present
china international capital corporation January 2005 - December 2007
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA, Finance
Columbia University in the City of New York 2008 — 2009
Peking University 2002 — 2005
master, economics
Renmin University of China
Judah Rifkin's ISI Group Experience September 2011 - July 2012
Job Investor Relations Professional
Industry Financial Services
Experience
Investor Relations June 2015 - Present
AOL August 2014 - June 2015
Bank of America Merrill Lynch July 2012 - August 2014
ISI Group September 2011 - July 2012
Citadel Investment Group August 2010 - August 2011
AllianceBernstein June 2005 - January 2010
Skills
Equity Research, Equity Valuation, Equities, Finance, Portfolio Management, Bloomberg, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Financial Analysis, Corporate Development, Valuation, Capital Markets
Education
Columbia College (NY) 1999 — 2003
BA, Economics and English
Columbia University in the City of New York 1999 — 2003
BA, Economics and English
Investor Relations June 2015 - Present
AOL August 2014 - June 2015
Bank of America Merrill Lynch July 2012 - August 2014
ISI Group September 2011 - July 2012
Citadel Investment Group August 2010 - August 2011
AllianceBernstein June 2005 - January 2010
Skills
Equity Research, Equity Valuation, Equities, Finance, Portfolio Management, Bloomberg, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Financial Analysis, Corporate Development, Valuation, Capital Markets
Education
Columbia College (NY) 1999 — 2003
BA, Economics and English
Columbia University in the City of New York 1999 — 2003
BA, Economics and English
Gene Kelley's ISI Group Experience July 2004 - Present
Job managing director at isi group
Industry Financial Services
Experience
isi group July 2004 - Present
Evercoreisi 2004 - 2015
Education
Georgetown University
bsba, finance
isi group July 2004 - Present
Evercoreisi 2004 - 2015
Education
Georgetown University
bsba, finance
Seth Laughlin's ISI Group Experience October 2010 - May 2013
Job Green Street
Industry Financial Services
Experience
Green Street Advisors May 2013 - Present
ISI Group October 2010 - May 2013
Green Street Advisors May 2009 - September 2010
Merrill Lynch 2003 - 2009
Skills
Financial Analysis, Equity Research
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics
Green Street Advisors May 2013 - Present
ISI Group October 2010 - May 2013
Green Street Advisors May 2009 - September 2010
Merrill Lynch 2003 - 2009
Skills
Financial Analysis, Equity Research
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics
Rob Ginsberg's ISI Group Experience August 2009 - February 2011
Job Managing Director at Renaissance Macro Research
Industry Investment Management
Experience
Renaissance Macro Research February 2011 - Present
ISI Group August 2009 - February 2011
AllianceBernstein February 2006 - December 2008
Alliance Capital Management July 1995 - February 2006
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investment Strategies, Bloomberg, Investments, Asset Allocation, Series 63, Valuation, Stock Picking, Capital Markets, Securities, Asset Management
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
State University of New York College at Buffalo 1991 — 1995
BS, Economics
Renaissance Macro Research February 2011 - Present
ISI Group August 2009 - February 2011
AllianceBernstein February 2006 - December 2008
Alliance Capital Management July 1995 - February 2006
Skills
Equity Research, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investment Strategies, Bloomberg, Investments, Asset Allocation, Series 63, Valuation, Stock Picking, Capital Markets, Securities, Asset Management
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
State University of New York College at Buffalo 1991 — 1995
BS, Economics
Elliot J. Talbot, MS, CPA's ISI Group Experience June 2010 - July 2010
Job Assurance Audit at PwC
Industry Accounting
Experience
PwC September 2013 - Present
MLV & Co. January 2012 - September 2012
BHP Billiton June 2011 - August 2011
Maquarie Securities June 2011 - June 2011
ISI Group June 2010 - July 2010
Kepler Securities June 2008 - August 2008
John S. Herold, Inc. June 2007 - August 2007
Skills
Investments
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's in Public Accounting, Accounting
Fordham University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Fairfield Prep
PwC September 2013 - Present
MLV & Co. January 2012 - September 2012
BHP Billiton June 2011 - August 2011
Maquarie Securities June 2011 - June 2011
ISI Group June 2010 - July 2010
Kepler Securities June 2008 - August 2008
John S. Herold, Inc. June 2007 - August 2007
Skills
Investments
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's in Public Accounting, Accounting
Fordham University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Fairfield Prep
Abby Siegel's ISI Group Experience April 2011 - Present
Job
Industry Investment Management
Experience
ISI Group April 2011 - Present
Skills
Marketing, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington 2005 — 2009
BS
Maastricht University 2008 — 2008
ISI Group April 2011 - Present
Skills
Marketing, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington 2005 — 2009
BS
Maastricht University 2008 — 2008
Michael Zurfluh's ISI Group Experience August 2010 - Present
Job ISI Group Sales and Trading
Industry Financial Services
Experience
ISI Group August 2010 - Present
Education
Lehigh University 2003 — 2007
ISI Group August 2010 - Present
Education
Lehigh University 2003 — 2007
Keith Reilly's ISI Group Experience May 2005 - May 2013
Job Director at Cornerstone Macro LP
Industry Research
Experience
Cornerstone Macro LP May 2013 - Present
ISI Group May 2005 - May 2013
ISI Funds May 1996 - January 2005
Dreyfus October 1989 - September 1996
Skills
Investments, Hedge Funds, Asset Management, Portfolio Management, Asset, Economics, Financial Planning, Equities, Securities, Investment Strategies, Wealth Management, Fixed Income, Marketing Strategy, Banking, Asset Allocation, Brokerage, Research, Excel, Customer Relations, Series 7, series 63, Variable Annuities, life and health..., Fixed Annuities, Benefits Management, Equity Research, Microsoft Excel, Strategy
Education
University of Maryland College Park 1984 — 1988
Bachelor of Arts, Economics
Cornerstone Macro LP May 2013 - Present
ISI Group May 2005 - May 2013
ISI Funds May 1996 - January 2005
Dreyfus October 1989 - September 1996
Skills
Investments, Hedge Funds, Asset Management, Portfolio Management, Asset, Economics, Financial Planning, Equities, Securities, Investment Strategies, Wealth Management, Fixed Income, Marketing Strategy, Banking, Asset Allocation, Brokerage, Research, Excel, Customer Relations, Series 7, series 63, Variable Annuities, life and health..., Fixed Annuities, Benefits Management, Equity Research, Microsoft Excel, Strategy
Education
University of Maryland College Park 1984 — 1988
Bachelor of Arts, Economics
Rob Sawyer's ISI Group Experience 2003 - 2007
Job Portfolio Manager at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC June 2011 - Present
Paramax Capital Partners, LLC 2010 - May 2011
Janus Capital Group June 2008 - September 2008
ISI Group 2003 - 2007
Education
Stanford University Graduate School of Business 2007 — 2009
Williams College 1999 — 2003
BA, History/Economics
Hall Capital Partners LLC June 2011 - Present
Paramax Capital Partners, LLC 2010 - May 2011
Janus Capital Group June 2008 - September 2008
ISI Group 2003 - 2007
Education
Stanford University Graduate School of Business 2007 — 2009
Williams College 1999 — 2003
BA, History/Economics
Alejandro Pérez's ISI Group Experience May 2013 - June 2013
Job Summer Analyst, Sankaty Advisors at Bain Capital
Industry Financial Services
Experience
Black Diamond Capital Investors May 2014 - May 2015
Harvard Financial Analysts Club September 2012 - May 2015
The Harvard Crimson September 2011 - May 2015
Bain Capital June 2014 - August 2014
Banyan Mezzanine Partners June 2013 - July 2013
ISI Group May 2013 - June 2013
Black Diamond Capital Investors February 2013 - May 2013
TurboVision Consulting Group May 2012 - July 2012
University of Miami May 2009 - September 2011
Perez Computer Consulting September 2007 - July 2011
Skills
Physics, Microsoft Office, PowerPoint, Research, Programming, Mathematics, C++, VBA, HTML, XAML, R, Stata, Microsoft Excel, Java, JavaScript, C#, Matlab, Spanish, Data Analysis, Photoshop, Quantitative Analytics, Advertising, SQL, Statistical Modeling, PHP, Financial Analysis, Applied Mathematics, Python, Economics, Statistics, Valuation, Econometrics, Financial Modeling
Education
Harvard University 2011 — 2015
A.B, Applied Mathematics focusing in Economics; secondary concentration in Computer Science
Massachusetts Institute of Technology 2013 — 2014
Business Administration and Management, General
University of Miami 2010 — 2011
Computer Science
Brown University 2009 — 2009
Economics
Gulliver Preparatory School 2007 — 2011
High School Diploma
Black Diamond Capital Investors May 2014 - May 2015
Harvard Financial Analysts Club September 2012 - May 2015
The Harvard Crimson September 2011 - May 2015
Bain Capital June 2014 - August 2014
Banyan Mezzanine Partners June 2013 - July 2013
ISI Group May 2013 - June 2013
Black Diamond Capital Investors February 2013 - May 2013
TurboVision Consulting Group May 2012 - July 2012
University of Miami May 2009 - September 2011
Perez Computer Consulting September 2007 - July 2011
Skills
Physics, Microsoft Office, PowerPoint, Research, Programming, Mathematics, C++, VBA, HTML, XAML, R, Stata, Microsoft Excel, Java, JavaScript, C#, Matlab, Spanish, Data Analysis, Photoshop, Quantitative Analytics, Advertising, SQL, Statistical Modeling, PHP, Financial Analysis, Applied Mathematics, Python, Economics, Statistics, Valuation, Econometrics, Financial Modeling
Education
Harvard University 2011 — 2015
A.B, Applied Mathematics focusing in Economics; secondary concentration in Computer Science
Massachusetts Institute of Technology 2013 — 2014
Business Administration and Management, General
University of Miami 2010 — 2011
Computer Science
Brown University 2009 — 2009
Economics
Gulliver Preparatory School 2007 — 2011
High School Diploma
David Wishnow's ISI Group Experience March 2012 - May 2014
Job Vice President, Equity Research Analyst at GMP Securities
Industry Investment Banking
Experience
GMP Securities June 2014 - Present
ISI Group March 2012 - May 2014
Jefferies & Company August 2011 - February 2012
Madison Williams and Company October 2010 - September 2011
Global Hunter Securities May 2010 - October 2010
Global Hunter Securities November 2009 - May 2010
Capital One Southcoast April 2007 - November 2009
Skills
Financial Modeling, Equity Valuation, Bloomberg, Valuation, Financial Analysis, Oil & Gas Services, Capital Markets, Equities, Equity Research, Due Diligence, Investment Banking, Series 7, Securities, Corporate Finance, Investments
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
BSM, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
GMP Securities June 2014 - Present
ISI Group March 2012 - May 2014
Jefferies & Company August 2011 - February 2012
Madison Williams and Company October 2010 - September 2011
Global Hunter Securities May 2010 - October 2010
Global Hunter Securities November 2009 - May 2010
Capital One Southcoast April 2007 - November 2009
Skills
Financial Modeling, Equity Valuation, Bloomberg, Valuation, Financial Analysis, Oil & Gas Services, Capital Markets, Equities, Equity Research, Due Diligence, Investment Banking, Series 7, Securities, Corporate Finance, Investments
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
BSM, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Charlie Roberson's ISI Group Experience December 2003 - Present
Job Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group December 2003 - Present
Skills
Equities, Hedge Funds, Equity Research, Alternative Investments, Series 7, Investments, Valuation, Portfolio Management, Capital Markets, Asset Management, Series 63, Fixed Income, Financial Modeling, Bloomberg, Investment Banking
Education
Hofstra University 2003 — 2005
MBA, Finance
University of Oklahoma 1996 — 2001
Bachelors Degree, Business
ISI Group December 2003 - Present
Skills
Equities, Hedge Funds, Equity Research, Alternative Investments, Series 7, Investments, Valuation, Portfolio Management, Capital Markets, Asset Management, Series 63, Fixed Income, Financial Modeling, Bloomberg, Investment Banking
Education
Hofstra University 2003 — 2005
MBA, Finance
University of Oklahoma 1996 — 2001
Bachelors Degree, Business
Chloe Wayne's ISI Group Experience March 2011 - March 2013
Job Senior Manager of Finance at The Museum of Modern Art
Industry Museums and Institutions
Experience
The Museum of Modern Art March 2013 - Present
ISI Group March 2011 - March 2013
Credit Suisse July 2010 - March 2011
Credit Suisse June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Economics
University of Pennsylvania 2006 — 2010
B.A., Africana Studies
The Museum of Modern Art March 2013 - Present
ISI Group March 2011 - March 2013
Credit Suisse July 2010 - March 2011
Credit Suisse June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Economics
University of Pennsylvania 2006 — 2010
B.A., Africana Studies
Jud Bailey's ISI Group Experience May 2012 - March 2014
Job Oil Service Analyst
Industry Research
Experience
Wells Fargo Securities July 2014 - Present
ISI Group May 2012 - March 2014
Jefferies & Company March 2000 - May 2012
Skills
Asset Management, Bloomberg, Capital Markets, Competitive Analysis, Corporate Finance, Energy, Alternative Investments, Equities, Equity Capital Markets, Equity Research, Equity Trading, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Investments, Private Equity, Series 7, Valuation
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA)
Wells Fargo Securities July 2014 - Present
ISI Group May 2012 - March 2014
Jefferies & Company March 2000 - May 2012
Skills
Asset Management, Bloomberg, Capital Markets, Competitive Analysis, Corporate Finance, Energy, Alternative Investments, Equities, Equity Capital Markets, Equity Research, Equity Trading, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Investments, Private Equity, Series 7, Valuation
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA)
Patrick Gibbons's ISI Group Experience November 2013 - Present
Job ISI Group
Industry Financial Services
Experience
ISI Group November 2013 - Present
FIXI Americas LLC September 2012 - August 2013
MF Global December 2010 - November 2011
HSBC Securities August 2009 - December 2010
HSBC Securities June 2007 - August 2009
Skills
Trading, Precious Metals, Foreign Exchange, Emerging Markets, FX Options, Interest Rate..., Fixed Income, Electronic Trading, Financial Modeling, Series 7, Series 3, Series 63, Microsoft Office, Mergers & Acquisitions, Currency, Bloomberg, Finance, Derivatives
Education
Investment Banking Institute- New York 2009 — 2009
Intensive 4-week financial modeling and valuation training program
Trinity College-Hartford 2003 — 2007
B.A., Economics
ISI Group November 2013 - Present
FIXI Americas LLC September 2012 - August 2013
MF Global December 2010 - November 2011
HSBC Securities August 2009 - December 2010
HSBC Securities June 2007 - August 2009
Skills
Trading, Precious Metals, Foreign Exchange, Emerging Markets, FX Options, Interest Rate..., Fixed Income, Electronic Trading, Financial Modeling, Series 7, Series 3, Series 63, Microsoft Office, Mergers & Acquisitions, Currency, Bloomberg, Finance, Derivatives
Education
Investment Banking Institute- New York 2009 — 2009
Intensive 4-week financial modeling and valuation training program
Trinity College-Hartford 2003 — 2007
B.A., Economics
Pat Spellane's ISI Group Experience May 2013 - Present
Job Institutional Equity Sales at ISI Group
Industry Financial Services
Experience
ISI Group May 2013 - Present
University of Notre Dame August 2011 - May 2013
BNY Mellon June 2012 - August 2012
Willis Re September 2007 - 2011
RBS Greenwich Capital June 2007 - August 2007
Brunswick School August 2006 - June 2007
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance, Business Leadership
Williams College 2002 — 2006
BA, Art History
ISI Group May 2013 - Present
University of Notre Dame August 2011 - May 2013
BNY Mellon June 2012 - August 2012
Willis Re September 2007 - 2011
RBS Greenwich Capital June 2007 - August 2007
Brunswick School August 2006 - June 2007
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance, Business Leadership
Williams College 2002 — 2006
BA, Art History
Charlene Saltzman's ISI Group Experience April 1994 - Present
Job Assoc. Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group April 1994 - Present
Associated Dry Goods 1975 - 1986
Skills
Investments, Portfolio Management
Education
Marietta College
BA
ISI Group April 1994 - Present
Associated Dry Goods 1975 - 1986
Skills
Investments, Portfolio Management
Education
Marietta College
BA
Vinayak Singh's ISI Group Experience 1993 - Present
Job President at ISI Group
Industry Investment Management
Experience
ISI Group 1993 - Present
Republic Western 1991 - 1994
U-Haul International, Inc. 1990 - 1991
Education
Thunderbird School of Global Management 1989 — 1991
MIM, International Finance
Gustavus Adolphus College 1985 — 1989
Bachelor's Degree, Business Administration and Management, General
ISI Group 1993 - Present
Republic Western 1991 - 1994
U-Haul International, Inc. 1990 - 1991
Education
Thunderbird School of Global Management 1989 — 1991
MIM, International Finance
Gustavus Adolphus College 1985 — 1989
Bachelor's Degree, Business Administration and Management, General
Kyle Rattray's ISI Group Experience May 2010 - May 2010
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Castle Software July 2011 - Present
Arga Investment Management, LLC July 2010 - August 2010
ISI Group May 2010 - May 2010
AH Lisanti Capital Growth, LLC June 2009 - July 2009
Education
Bates College 2007 — 2011
BA, Economics
Collegiate School 2003 — 2007
High School
Eze Castle Software July 2011 - Present
Arga Investment Management, LLC July 2010 - August 2010
ISI Group May 2010 - May 2010
AH Lisanti Capital Growth, LLC June 2009 - July 2009
Education
Bates College 2007 — 2011
BA, Economics
Collegiate School 2003 — 2007
High School
Abhra Banerji's ISI Group Experience July 2013 - Present
Job Quantitative Strategies at ISI Group
Industry Financial Services
Experience
ISI Group July 2013 - Present
Credit Suisse January 2008 - July 2013
Trafelet & Company June 2007 - December 2007
Skills
Equity Derivatives, Derivatives, Bloomberg, Statistical Arbitrage, Equities, Valuation, Investments, Quantitative, Equity Research, Hedging, Trading
Education
University of Chicago 2006 — 2007
Indian Institute of Technology, Kharagpur 2001 — 2006
ISI Group July 2013 - Present
Credit Suisse January 2008 - July 2013
Trafelet & Company June 2007 - December 2007
Skills
Equity Derivatives, Derivatives, Bloomberg, Statistical Arbitrage, Equities, Valuation, Investments, Quantitative, Equity Research, Hedging, Trading
Education
University of Chicago 2006 — 2007
Indian Institute of Technology, Kharagpur 2001 — 2006
Ian Weissman's ISI Group Experience May 2009 - Present
Job Managing Director Head of REIT Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Credit Suisse May 2014 - Present
ISI Group May 2009 - Present
Merrill Lynch October 2005 - April 2009
UBS Investment Bank April 2000 - October 2005
CIBC World Markets August 1999 - April 2000
Skills
Investments, Valuation, Hedge Funds, Series 63, Investment Management, Financial Modeling, Equity Research, Equities, REIT, Securities, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Investment Strategies, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Economics, Mutual Funds, Finance, Equity Valuation, Business Valuation, Financial Services, Equity Capital Markets, Real Estate Economics, Private Equity, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1997 — 1999
MBA, Finance, Accounting
Boston University - School of Management 1990 — 1994
BSBA, Finance, Accounting
Elizabeth McPartland's ISI Group Experience April 2012 - April 2015
Job Surgo Group
Industry Online Media
Experience
Surgo Group April 2015 - Present
ISI Group April 2012 - April 2015
Ipreo June 2010 - April 2012
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Fixed Income, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Bloomberg Terminal, Data Analysis, Derivatives
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Science (B.S.), Economics, International Studies
Surgo Group April 2015 - Present
ISI Group April 2012 - April 2015
Ipreo June 2010 - April 2012
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Fixed Income, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Bloomberg Terminal, Data Analysis, Derivatives
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Science (B.S.), Economics, International Studies
Jennifer Myung's ISI Group Experience July 2012 - February 2014
Job Institutional Equity Sales at Daewoo Securities
Industry Financial Services
Experience
Daewoo Securities April 2015 - Present
Daewoo Securities March 2014 - March 2015
ISI Group July 2012 - February 2014
RBC Capital Markets July 2009 - June 2012
UBS Investment Bank January 2006 - July 2008
Skills
Equity Research, Valuation, Bloomberg, LBO, Investment Banking, Financial Modeling, Equity Valuation, DCF, Market Research, Corporate Finance, High Yield, Capital Markets, Financial Analysis, Economics, Financial Markets, Private Equity, Equity Capital Markets, Financial Forecasting, Fixed Income, Equities, Alternative Investments, Hedge Funds, Emerging Markets
Education
New England Conservatory of Music 2002 — 2005
MA and GD, Music
Harvard University 1998 — 2002
BA, Economics
Daewoo Securities April 2015 - Present
Daewoo Securities March 2014 - March 2015
ISI Group July 2012 - February 2014
RBC Capital Markets July 2009 - June 2012
UBS Investment Bank January 2006 - July 2008
Skills
Equity Research, Valuation, Bloomberg, LBO, Investment Banking, Financial Modeling, Equity Valuation, DCF, Market Research, Corporate Finance, High Yield, Capital Markets, Financial Analysis, Economics, Financial Markets, Private Equity, Equity Capital Markets, Financial Forecasting, Fixed Income, Equities, Alternative Investments, Hedge Funds, Emerging Markets
Education
New England Conservatory of Music 2002 — 2005
MA and GD, Music
Harvard University 1998 — 2002
BA, Economics
Vijay Jayant's ISI Group Experience September 2011 - Present
Job Senior Managing Director at ISI Group
Industry Financial Services
Experience
ISI Group September 2011 - Present
Citadel Securities June 2010 - August 2011
Barclays Capital/Lehman Brothers May 2003 - June 2010
Morgan Stanley June 2000 - April 2003
Education
Clark University 1988 — 1992
BS, Economics
ISI Group September 2011 - Present
Citadel Securities June 2010 - August 2011
Barclays Capital/Lehman Brothers May 2003 - June 2010
Morgan Stanley June 2000 - April 2003
Education
Clark University 1988 — 1992
BS, Economics
Kavita Narayanadas's ISI Group Experience March 2010 - July 2012
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
ISI Group March 2010 - July 2012
Morgan Stanley July 2009 - March 2010
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Management Consulting, Corporate Finance, Research, Private Equity, Emerging Markets, Economics, Equities, Equity Valuation, Fixed Income, Capital Markets, Investments, Stata, Bloomberg
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2005 — 2009
BA
Whitney High School 1999 — 2005
McKinsey & Company September 2014 - Present
ISI Group March 2010 - July 2012
Morgan Stanley July 2009 - March 2010
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Management Consulting, Corporate Finance, Research, Private Equity, Emerging Markets, Economics, Equities, Equity Valuation, Fixed Income, Capital Markets, Investments, Stata, Bloomberg
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2005 — 2009
BA
Whitney High School 1999 — 2005
Robert Ottenstein's ISI Group Experience June 2012 - Present
Job Senior Managing Director at ISI Group
Industry Investment Management
Experience
ISI Group June 2012 - Present
Anheuser-Busch InBev February 2009 - January 2011
Morgan Stanley 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Equities
Education
DHS
DHS
DHS
DHS
DHS
Stanford University Graduate School of Business
MBA
Swarthmore College
University of Oxford
MA, PPE
ISI Group June 2012 - Present
Anheuser-Busch InBev February 2009 - January 2011
Morgan Stanley 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Equities
Education
DHS
DHS
DHS
DHS
DHS
Stanford University Graduate School of Business
MBA
Swarthmore College
University of Oxford
MA, PPE
Benjamin Mandel's ISI Group Experience August 2009 - March 2012
Job Analyst
Industry Financial Services
Experience
Discovery Capital Management May 2014 - Present
Fox Point Capital Management June 2013 - August 2013
Discovery Capital Management April 2012 - August 2012
ISI Group August 2009 - March 2012
GE Capital June 2008 - August 2008
NBC March 2008 - June 2008
Skills
PowerPoint, Bloomberg, Investments, Series 7, Microsoft Excel, Corporate Finance, Financial Modeling, Venture Capital, Private Equity, Hedge Funds, Equity Research, Valuation, Capital Markets, Equities, Alternative Investments
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B., Religion
Discovery Capital Management May 2014 - Present
Fox Point Capital Management June 2013 - August 2013
Discovery Capital Management April 2012 - August 2012
ISI Group August 2009 - March 2012
GE Capital June 2008 - August 2008
NBC March 2008 - June 2008
Skills
PowerPoint, Bloomberg, Investments, Series 7, Microsoft Excel, Corporate Finance, Financial Modeling, Venture Capital, Private Equity, Hedge Funds, Equity Research, Valuation, Capital Markets, Equities, Alternative Investments
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2005 — 2009
A.B., Religion
Brandon Kobelt's ISI Group Experience 2013 - Present
Job Institutional Options Trading
Industry Financial Services
Experience
ISI Group 2013 - Present
Miller Tabak June 2006 - April 2013
Education
Saint Michael's College 2002 — 2006
Fordham Prep
ISI Group 2013 - Present
Miller Tabak June 2006 - April 2013
Education
Saint Michael's College 2002 — 2006
Fordham Prep
Elizabeth Anderson's ISI Group Experience 2012 - Present
Job Associate at ISI Group
Industry Investment Banking
Experience
ISI Group 2012 - Present
Evercore 2014 - 2015
Deutsche Bank 2010 - 2012
The Economist 2004 - 2008
Skills
Emerging Markets, Investment Banking, Equity Research, Fixed Income, Capital Markets
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2004
BA, Political Science-Economics, Hispanic Studies
ISI Group 2012 - Present
Evercore 2014 - 2015
Deutsche Bank 2010 - 2012
The Economist 2004 - 2008
Skills
Emerging Markets, Investment Banking, Equity Research, Fixed Income, Capital Markets
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2004
BA, Political Science-Economics, Hispanic Studies
Derek Bower's ISI Group Experience April 2013 - Present
Job Real Estate Analyst at ISI
Industry Real Estate
Experience
ISI Group April 2013 - Present
UBS Investment Bank June 2009 - April 2013
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2006 - December 2007
Skills
Financial Modeling, Real Estate Finance, Real Estate Investment, Financial Analysis, Financial Accounting, Business Valuation, Investment Strategies, Capital Markets, Real Estate Economics, REIT, Leases
Education
Northeastern University 2001 — 2006
Bachelor of Science, Finance
ISI Group April 2013 - Present
UBS Investment Bank June 2009 - April 2013
Merrill Lynch January 2008 - March 2009
Merrill Lynch September 2006 - December 2007
Skills
Financial Modeling, Real Estate Finance, Real Estate Investment, Financial Analysis, Financial Accounting, Business Valuation, Investment Strategies, Capital Markets, Real Estate Economics, REIT, Leases
Education
Northeastern University 2001 — 2006
Bachelor of Science, Finance
Dany Asad's ISI Group Experience July 2012 - May 2014
Job Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
ISI Group July 2012 - May 2014
Mirabaud & Cie SA May 2011 - August 2011
Industrial Alliance Securities May 2010 - August 2010
Education
Concordia University 2008 — 2012
Bachelor of Commerce (B.Com.), Honours in Finance
Bank of America Merrill Lynch May 2014 - Present
ISI Group July 2012 - May 2014
Mirabaud & Cie SA May 2011 - August 2011
Industrial Alliance Securities May 2010 - August 2010
Education
Concordia University 2008 — 2012
Bachelor of Commerce (B.Com.), Honours in Finance
Shiyi Fan's ISI Group Experience June 2013 - January 2014
Job NYU Law Student
Industry Legal Services
Experience
ISI Group June 2013 - January 2014
Swarthmore College October 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
UBS Wealth Management July 2012 - July 2012
IFC - International Finance Corporation January 2012 - January 2012
Swarthmore College January 2011 - January 2012
Skills
Python, Statistics, Analysis, Microsoft Office, Market Research, Valuation, Microsoft Excel, Corporate Finance, Data Analysis, Finance, Research
Education
Swarthmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science, 3.91/4.0
Middlebury College 2012 — 2012
Exchange Student, Economics
Tuck School of Business at Dartmouth 2012 — 2012
2012 Tuck Business Bridge, Business Fundamentals
ISI Group June 2013 - January 2014
Swarthmore College October 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
UBS Wealth Management July 2012 - July 2012
IFC - International Finance Corporation January 2012 - January 2012
Swarthmore College January 2011 - January 2012
Skills
Python, Statistics, Analysis, Microsoft Office, Market Research, Valuation, Microsoft Excel, Corporate Finance, Data Analysis, Finance, Research
Education
Swarthmore College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Political Science, 3.91/4.0
Middlebury College 2012 — 2012
Exchange Student, Economics
Tuck School of Business at Dartmouth 2012 — 2012
2012 Tuck Business Bridge, Business Fundamentals
Collins Bhola's ISI Group Experience November 2000 - March 2015
Job NY Life Insurance Company
Industry Financial Services
Experience
NYLIFE June 2015 - Present
ISI Group November 2000 - March 2015
Education
Colin Powell School for Civic and Global Leadership
NYLIFE June 2015 - Present
ISI Group November 2000 - March 2015
Education
Colin Powell School for Civic and Global Leadership
Lindsay Arner's ISI Group Experience December 2010 - Present
Job Events Marketing at ISI Group
Industry Financial Services
Experience
ISI Group December 2010 - Present
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science (BS), Finance, General
ISI Group December 2010 - Present
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science (BS), Finance, General
Rosella Romano's ISI Group Experience June 2013 - June 2013
Job Executive & Administrative Assistant at The Bluestone Group in NYC
Industry International Trade and Development
Experience
ISI Group June 2013 - June 2013
United Activities Unlimited, Inc May 2009 - August 2012
Carlino’s Italian Specialty Store September 2009 - May 2010
Acquinox Inc February 2006 - May 2009
Skills
Oracle, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Outlook, Data Entry, Analytical Skills, Organization &..., Interpersonal..., Multitasking Skills, Windows & Mac operating..., Mozilla, Internet Explorer, Intermediate Internet..., International Relations, Customer Service, Nonprofits, Editing, Facebook, Time Management, Office Administration, Proofreading, Recruiting, Event Planning, Marketing, Social Networking
Education
Saint Joseph's University 2009 — 2013
Bachelors degree in International Business and Italian, International Business
Saint Joseph's University 2009 — 2013
Bachelor of Science, Business Administration; International Business and Management
Gonzaga University for Italy in Europe 2011 — 2011
ISI Group June 2013 - June 2013
United Activities Unlimited, Inc May 2009 - August 2012
Carlino’s Italian Specialty Store September 2009 - May 2010
Acquinox Inc February 2006 - May 2009
Skills
Oracle, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Outlook, Data Entry, Analytical Skills, Organization &..., Interpersonal..., Multitasking Skills, Windows & Mac operating..., Mozilla, Internet Explorer, Intermediate Internet..., International Relations, Customer Service, Nonprofits, Editing, Facebook, Time Management, Office Administration, Proofreading, Recruiting, Event Planning, Marketing, Social Networking
Education
Saint Joseph's University 2009 — 2013
Bachelors degree in International Business and Italian, International Business
Saint Joseph's University 2009 — 2013
Bachelor of Science, Business Administration; International Business and Management
Gonzaga University for Italy in Europe 2011 — 2011
Julia Sidford's ISI Group Experience September 2009 - April 2015
Job Sales Assistant at ISI Group
Industry Financial Services
Experience
Och-Ziff Capital Management April 2015 - Present
Evercore ISI September 2009 - Present
ISI Group September 2009 - April 2015
Skills
Executive..., High Net Worth..., Travel Arrangements, Investments, Multi-line Phone, Equities, Event Planning, Concur, Heavy Calendaring, Executive Calendar..., Outlook, Conference Organization, Polycom Video..., Microsoft Excel, Phone Etiquette, Sales, Management, Valuation, Financial Analysis, Hedge Funds, Employee Training, Expenses, Travel Management, Hiring, Conference Coordination, Corporate Events, Charity Work, Real Estate Transactions, Real Estate Financing
Education
University of Delaware
Masters of Science, Honors Program, Psychology, Criminal Justice
University of Delaware
Bachelor of Arts (B.A.), Psychology
Och-Ziff Capital Management April 2015 - Present
Evercore ISI September 2009 - Present
ISI Group September 2009 - April 2015
Skills
Executive..., High Net Worth..., Travel Arrangements, Investments, Multi-line Phone, Equities, Event Planning, Concur, Heavy Calendaring, Executive Calendar..., Outlook, Conference Organization, Polycom Video..., Microsoft Excel, Phone Etiquette, Sales, Management, Valuation, Financial Analysis, Hedge Funds, Employee Training, Expenses, Travel Management, Hiring, Conference Coordination, Corporate Events, Charity Work, Real Estate Transactions, Real Estate Financing
Education
University of Delaware
Masters of Science, Honors Program, Psychology, Criminal Justice
University of Delaware
Bachelor of Arts (B.A.), Psychology
Brian Bedell's ISI Group Experience March 2009 - October 2013
Job Vice President at Deutsche Bank Securities
Industry Research
Experience
Deutsche Bank Securities October 2013 - Present
ISI Group March 2009 - October 2013
Merrill Lynch January 2003 - February 2009
Salomon Smith Barney April 1998 - December 2002
Skills
Equity Research, Capital Markets, Management, Equities, Valuation, Financial Modeling, Investment Banking, Investments, Bloomberg, Asset Management
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Finance & Investment Academy
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
Deutsche Bank Securities October 2013 - Present
ISI Group March 2009 - October 2013
Merrill Lynch January 2003 - February 2009
Salomon Smith Barney April 1998 - December 2002
Skills
Equity Research, Capital Markets, Management, Equities, Valuation, Financial Modeling, Investment Banking, Investments, Bloomberg, Asset Management
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Finance & Investment Academy
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
Anthony Larca's ISI Group Experience January 2014 - January 2015
Job Vice President Securites Compliance Advisory at BNP Paribas
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
ISI Group January 2014 - January 2015
Newedge USA, LLC September 2010 - January 2014
Newedge USA, LLC September 2008 - September 2010
Joseph Stevens and Co April 2004 - September 2008
Joseph Stevens and Co April 2004 - September 2008
Pershing LLC December 2000 - April 2004
TD Waterhouse January 2000 - December 2000
Skills
Series 7, Series 24, Series 63, Series 55, Equities, Equity Trading, Capital Markets, Direct Market Access, High Frequency Trading, Electronic Trading, Institutional Trading, Proprietary Trading, Large Options Trade..., OATS, Investment Banking, Financial Services, FINRA, Bloomberg, Fidessa, LAVA, Brass, SMARTS, REDI, Nasdaq ACT Workstation, Microsoft Office, Sungard GMI, Sungard Phase 3, Due Diligence, Compliance, System Integration..., Equity Derivatives
Education
St. John's University 1995 — 1999
Bachelor's degree, Accounting
BNP Paribas January 2015 - Present
ISI Group January 2014 - January 2015
Newedge USA, LLC September 2010 - January 2014
Newedge USA, LLC September 2008 - September 2010
Joseph Stevens and Co April 2004 - September 2008
Joseph Stevens and Co April 2004 - September 2008
Pershing LLC December 2000 - April 2004
TD Waterhouse January 2000 - December 2000
Skills
Series 7, Series 24, Series 63, Series 55, Equities, Equity Trading, Capital Markets, Direct Market Access, High Frequency Trading, Electronic Trading, Institutional Trading, Proprietary Trading, Large Options Trade..., OATS, Investment Banking, Financial Services, FINRA, Bloomberg, Fidessa, LAVA, Brass, SMARTS, REDI, Nasdaq ACT Workstation, Microsoft Office, Sungard GMI, Sungard Phase 3, Due Diligence, Compliance, System Integration..., Equity Derivatives
Education
St. John's University 1995 — 1999
Bachelor's degree, Accounting
Cary Jones's ISI Group Experience May 2012 - August 2012
Job Student at Trinity CollegeHartford
Industry
Experience
RBC May 2014 - August 2014
William Blair & Company May 2013 - July 2013
ISI Group May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Event Planning, Research
Education
Trinity College-Hartford 2011 — 2015
RBC May 2014 - August 2014
William Blair & Company May 2013 - July 2013
ISI Group May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Event Planning, Research
Education
Trinity College-Hartford 2011 — 2015
Daniel Cruise's ISI Group Experience February 2012 - July 2014
Job Equity Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
ISI Group February 2012 - July 2014
Jefferies LLC July 2009 - February 2012
Carlyle Blue-Wave Partners January 2007 - December 2008
UHY LLP June 2004 - November 2006
Skills
Bloomberg, Equities, Equity Research
Education
Texas A&M University
Master of Science (M.S.), Finance, General
Wells Fargo Securities July 2014 - Present
ISI Group February 2012 - July 2014
Jefferies LLC July 2009 - February 2012
Carlyle Blue-Wave Partners January 2007 - December 2008
UHY LLP June 2004 - November 2006
Skills
Bloomberg, Equities, Equity Research
Education
Texas A&M University
Master of Science (M.S.), Finance, General
Brian Herlihy's ISI Group Experience June 2004 - August 2009
Job
Industry Research
Experience
Evercore ISI March 2013 - Present
Renaissance Macro Research April 2012 - March 2013
Level Global Investors September 2009 - March 2011
ISI Group June 2004 - August 2009
Skills
Microsoft Excel, Research
Education
New York University 2000 — 2003
Bachelor of Arts (B.A.), Economics
Queens College 1998 — 1999
Evercore ISI March 2013 - Present
Renaissance Macro Research April 2012 - March 2013
Level Global Investors September 2009 - March 2011
ISI Group June 2004 - August 2009
Skills
Microsoft Excel, Research
Education
New York University 2000 — 2003
Bachelor of Arts (B.A.), Economics
Queens College 1998 — 1999