Kaufman Bros.
Description
Kaufman Bros. was an investment banking firm focused on the technology, media, and telecommunications and health-care sectors. KBRO's businesses included securities underwriting, sales and trading, investment banking, financial advisory services, investment research, and venture capital. Founded: 1995
Kaufman Bros. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Kaufman Bros.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Kaufman Bros. Employees
Employee
Years
Job
Industry
Sherman Ephraim Sherman Ephraim's Kaufman Bros. Experience February 2010 - January 2012
Job Wealth Advisor at AST Personal Wealth Solutions, LLC
Industry Investment Management
Experience
Hold Brothers Capital, LLC November 2012 - June 2013
Kaufman Bros. February 2010 - January 2012
Morgan Stanley January 2008 - February 2010
AXA Advisors January 2005 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Retirement Planning, Series 7, Series 66, Investments, Investment Management, Strategic Financial..., Rule 144, 10b5-1 Plans, Restricted Stock, Technical Analysis, Fundamental Analysis, Trading, Concentrated Stock..., Private Equity, Financial Advisory, Equities, Venture Capital, Financial Markets, Hedge Funds, Investment Banking, Finance, Options, Proprietary Trading, Alternative Investments, Mergers & Acquisitions, Equity Trading, Equity Research, Bloomberg, Securities, Risk Management, Series 63, Fixed Income, Investment Advisory, Wealth Management, Fund Of Funds, Mutual Funds, Hedging, ETFs, Stocks, Uniform Combined State..., Financial Planning
Education
ST BONAVENTURE UNIVERSITY 1994 — 1999
BS, BIOLOGY
Hold Brothers Capital, LLC November 2012 - June 2013
Kaufman Bros. February 2010 - January 2012
Morgan Stanley January 2008 - February 2010
AXA Advisors January 2005 - January 2008
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Retirement Planning, Series 7, Series 66, Investments, Investment Management, Strategic Financial..., Rule 144, 10b5-1 Plans, Restricted Stock, Technical Analysis, Fundamental Analysis, Trading, Concentrated Stock..., Private Equity, Financial Advisory, Equities, Venture Capital, Financial Markets, Hedge Funds, Investment Banking, Finance, Options, Proprietary Trading, Alternative Investments, Mergers & Acquisitions, Equity Trading, Equity Research, Bloomberg, Securities, Risk Management, Series 63, Fixed Income, Investment Advisory, Wealth Management, Fund Of Funds, Mutual Funds, Hedging, ETFs, Stocks, Uniform Combined State..., Financial Planning
Education
ST BONAVENTURE UNIVERSITY 1994 — 1999
BS, BIOLOGY
Craig Kaufman Craig Kaufman's Kaufman Bros. Experience July 2009 - February 2012
Job Senior Strategy Advisor
Industry Financial Services
Experience
Papa911.com March 2014 - Present
ResiModel, Inc. 2015 - Present
Investopedia May 2015 - August 2015
Memoriis Inc. November 2012 - November 2014
National Alliance Securities May 2012 - April 2013
Kaufman Bros. July 2009 - February 2012
KBRO Capital LLC September 1999 - February 2009
Kaufman Bros. 1995 - 2009
Barington Capital Group March 1992 - September 1994
Volpe, Welty and Co June 1989 - July 1991
Skills
Equities, Capital Markets, Investment Banking, Venture Capital, Private Equity, Mergers, Corporate Development, Equity Trading, Valuation, Series 7, IPO, Financial Modeling, Guest Lecturer, Asset Managment, Portfolio Management, Institutional Equity..., Panel Moderator, M, Internet Entrepreneur, Finance, Asset Management, Equity Research, Mergers & Acquisitions, Hedge Funds, Financial Markets, Investor Relations, Investments, Strategy, Entrepreneurship, Leveraged Finance, Private Placements, Business Development, Start-ups, Management, Strategic Partnerships
Education
NYU Stern School of Business 1991 — 1996
MBA, International Business
Emory University 1986 — 1989
BA, Mathematics and Computer Science
Andover Academy 1982 — 1985
Papa911.com March 2014 - Present
ResiModel, Inc. 2015 - Present
Investopedia May 2015 - August 2015
Memoriis Inc. November 2012 - November 2014
National Alliance Securities May 2012 - April 2013
Kaufman Bros. July 2009 - February 2012
KBRO Capital LLC September 1999 - February 2009
Kaufman Bros. 1995 - 2009
Barington Capital Group March 1992 - September 1994
Volpe, Welty and Co June 1989 - July 1991
Skills
Equities, Capital Markets, Investment Banking, Venture Capital, Private Equity, Mergers, Corporate Development, Equity Trading, Valuation, Series 7, IPO, Financial Modeling, Guest Lecturer, Asset Managment, Portfolio Management, Institutional Equity..., Panel Moderator, M, Internet Entrepreneur, Finance, Asset Management, Equity Research, Mergers & Acquisitions, Hedge Funds, Financial Markets, Investor Relations, Investments, Strategy, Entrepreneurship, Leveraged Finance, Private Placements, Business Development, Start-ups, Management, Strategic Partnerships
Education
NYU Stern School of Business 1991 — 1996
MBA, International Business
Emory University 1986 — 1989
BA, Mathematics and Computer Science
Andover Academy 1982 — 1985
Lawrence Motz, CFA's Kaufman Bros. Experience 2000 - 2002
Job Professor, Harvard University
Industry Higher Education
Experience
Harvard University January 2015 - Present
The Metropolitan Museum of Art November 2009 - March 2015
Kaufman Bros. 2000 - 2002
eNet China, Inc. 2000 - 2001
Prudential Securities 1993 - 2000
Skills
Financial Modeling, Financial Analysis, Writing, Public Speaking, Communication Skills, Strategic Planning, Analysis, Portfolio Management, Investments, Management, Museum Education, Alternative Investments, Fixed Income, Valuation, Investment Banking, CDO, Emerging Markets, Mergers & Acquisitions, Research, Private Equity, Bonds, Museums, Asset Management, Due Diligence, Equities, Museum Planning, Project Management
Education
Harvard University 2006 — 2011
ALM, Museum Studies
New York Film Academy 2005 — 2005
Certificate in Production & Direction
Columbia Business School 1991 — 1993
MBA, Accounting and Finance
Arizona State University 1983 — 1989
Bachelor of Science (BS), Engineering
Harvard University January 2015 - Present
The Metropolitan Museum of Art November 2009 - March 2015
Kaufman Bros. 2000 - 2002
eNet China, Inc. 2000 - 2001
Prudential Securities 1993 - 2000
Skills
Financial Modeling, Financial Analysis, Writing, Public Speaking, Communication Skills, Strategic Planning, Analysis, Portfolio Management, Investments, Management, Museum Education, Alternative Investments, Fixed Income, Valuation, Investment Banking, CDO, Emerging Markets, Mergers & Acquisitions, Research, Private Equity, Bonds, Museums, Asset Management, Due Diligence, Equities, Museum Planning, Project Management
Education
Harvard University 2006 — 2011
ALM, Museum Studies
New York Film Academy 2005 — 2005
Certificate in Production & Direction
Columbia Business School 1991 — 1993
MBA, Accounting and Finance
Arizona State University 1983 — 1989
Bachelor of Science (BS), Engineering
Kevin Song Kevin Song's Kaufman Bros. Experience June 2010 - August 2010
Job Investment Associate
Industry Investment Management
Experience
Family Investment Office (Redacted) August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Kaufman Bros. June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Mergers, Market Research, Mergers & Acquisitions, Financial Analysis, Investment Banking, Financial Modeling, Finance, Investments, Corporate Finance, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics & Management; Dual Concentration in Finance and Entrepreneurship
Family Investment Office (Redacted) August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Kaufman Bros. June 2010 - August 2010
UBS June 2009 - August 2009
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Mergers, Market Research, Mergers & Acquisitions, Financial Analysis, Investment Banking, Financial Modeling, Finance, Investments, Corporate Finance, Bloomberg
Education
Cornell University 2008 — 2012
B.S., Applied Economics & Management; Dual Concentration in Finance and Entrepreneurship
Wendell Bristol Wendell Bristol's Kaufman Bros. Experience September 2011 - January 2012
Job Vice President Capital Markets at Kaufman Bros.
Industry Financial Services
Experience
Kaufman Bros. September 2011 - January 2012
Toussaint Capital Partners, LLC February 2003 - July 2011
Goldman Sachs June 1998 - June 2002
Teachers Insurance & Annuity Association June 1994 - September 1997
Skills
Series 7, Series 63
Education
New York University, Stern School of Business 1992 — 1994
M.B.A., Finance/International Business
Morehouse College 1974 — 1978
Bachelor of Science, Biology
Kaufman Bros. September 2011 - January 2012
Toussaint Capital Partners, LLC February 2003 - July 2011
Goldman Sachs June 1998 - June 2002
Teachers Insurance & Annuity Association June 1994 - September 1997
Skills
Series 7, Series 63
Education
New York University, Stern School of Business 1992 — 1994
M.B.A., Finance/International Business
Morehouse College 1974 — 1978
Bachelor of Science, Biology
Dan Ries Dan Ries's Kaufman Bros. Experience 1998 - 1999
Job Renewable Energy Analyst at Ardsley Partners
Industry Research
Experience
Ardsley Partners October 2013 - Present
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Maxim Group April 2013 - August 2013
CapRok Capital May 2012 - April 2013
Collins Stewart September 2007 - February 2012
Miller Tabak 2001 - 2005
Kaufman Bros. 1998 - 1999
Skills
Solar Energy, Venture Capital, Renewable Energy, Financial Modeling, Cleantech, Alternative Energy, Project Finance, Start-ups, Investments, Energy Efficiency, Photovoltaics, Sustainable Energy
Education
Lafayette College 1986 — 1988
BS, Civil Engineering
Columbia High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Ardsley Partners October 2013 - Present
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Impact Solar Professionals 2013 - 2015
Maxim Group April 2013 - August 2013
CapRok Capital May 2012 - April 2013
Collins Stewart September 2007 - February 2012
Miller Tabak 2001 - 2005
Kaufman Bros. 1998 - 1999
Skills
Solar Energy, Venture Capital, Renewable Energy, Financial Modeling, Cleantech, Alternative Energy, Project Finance, Start-ups, Investments, Energy Efficiency, Photovoltaics, Sustainable Energy
Education
Lafayette College 1986 — 1988
BS, Civil Engineering
Columbia High School
New York University - Leonard N. Stern School of Business
MBA, Finance
David Tsutsumi David Tsutsumi's Kaufman Bros. Experience May 2004 - October 2005
Job Corporate Development Exec. | Finance & Strategic Analysis | M&A ● Sourcing ● Valuation ● Negotiation ● Partnerships
Industry Financial Services
Experience
ITOCHU International Inc. November 2006 - February 2015
Stonecroft Capital March 2002 - November 2006
Kaufman Bros May 2004 - October 2005
Royal Bank of Canada February 2001 - March 2002
SciQuest August 1999 - October 2000
Alliant Partners August 1996 - August 1999
Franklin Templeton August 1993 - August 1996
Skills
Strategy, Mergers, Due Diligence, Valuation, Start-ups, Financial Analysis, Private Equity, Business Development, Strategic Partnerships, Investments, Corporate Development, M&A analysis, Market Research, Company Research, Negotiation, Supply Agreements, IPO, Sourcing, Asset Analysis, Budgeting, Technology, Start Up, Discounted Cash Flow, Public Company..., Related M&A Transactions, Accretion
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Business Administration
Golden Gate University
MS, Corporate Finance
San Jose State University
BA, Advertising
ITOCHU International Inc. November 2006 - February 2015
Stonecroft Capital March 2002 - November 2006
Kaufman Bros May 2004 - October 2005
Royal Bank of Canada February 2001 - March 2002
SciQuest August 1999 - October 2000
Alliant Partners August 1996 - August 1999
Franklin Templeton August 1993 - August 1996
Skills
Strategy, Mergers, Due Diligence, Valuation, Start-ups, Financial Analysis, Private Equity, Business Development, Strategic Partnerships, Investments, Corporate Development, M&A analysis, Market Research, Company Research, Negotiation, Supply Agreements, IPO, Sourcing, Asset Analysis, Budgeting, Technology, Start Up, Discounted Cash Flow, Public Company..., Related M&A Transactions, Accretion
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Business Administration
Golden Gate University
MS, Corporate Finance
San Jose State University
BA, Advertising
Scott A. Nedrow's Kaufman Bros. Experience June 2001 - November 2003
Job Nedrow Outdoors, LLC.
Industry Marketing and Advertising
Experience
Nedrow Outdoors March 2008 - Present
Outdoor Connection January 2011 - November 2012
Gander Mountian June 2010 - December 2011
Cottonwood Outfitters August 2008 - December 2008
Sanders Morris Harris May 2006 - March 2008
Ryan Beck & Co. November 2003 - April 2006
Kaufman Bros. June 2001 - November 2003
Deutsche Bank October 1990 - May 2001
C.J. Lawrence Morgan Grenfell Tokyo, Japan May 1988 - October 1990
C.J. Lawrence Inc, NY, NY November 1983 - May 1988
Skills
Investments, Equities, Hedge Funds, Investment Banking, Asset Managment, outfitting and guiding, Outdoor Adventures, Hunting, fishing, Backpacking, Survival Training, Coaching, Asset Management, Fishing, Strategic Planning, Capital Markets, Management, Mutual Funds, Investment Management, Executive Management, Marketing, Financial Services, Trading, Small Business, Banking, Advertising, Marketing Strategy, Public Relations, Sales, Social Media, Social Media Marketing
Education
Emory University - Goizueta Business School 1978 — 1980
MBA, Finance & accounting
University of Pittsburgh 1973 — 1978
BA, Economics/Political Sciences- Major; Philosophy - Minor.
Ringgold High School 1970 — 1973
Academic
Nedrow Outdoors March 2008 - Present
Outdoor Connection January 2011 - November 2012
Gander Mountian June 2010 - December 2011
Cottonwood Outfitters August 2008 - December 2008
Sanders Morris Harris May 2006 - March 2008
Ryan Beck & Co. November 2003 - April 2006
Kaufman Bros. June 2001 - November 2003
Deutsche Bank October 1990 - May 2001
C.J. Lawrence Morgan Grenfell Tokyo, Japan May 1988 - October 1990
C.J. Lawrence Inc, NY, NY November 1983 - May 1988
Skills
Investments, Equities, Hedge Funds, Investment Banking, Asset Managment, outfitting and guiding, Outdoor Adventures, Hunting, fishing, Backpacking, Survival Training, Coaching, Asset Management, Fishing, Strategic Planning, Capital Markets, Management, Mutual Funds, Investment Management, Executive Management, Marketing, Financial Services, Trading, Small Business, Banking, Advertising, Marketing Strategy, Public Relations, Sales, Social Media, Social Media Marketing
Education
Emory University - Goizueta Business School 1978 — 1980
MBA, Finance & accounting
University of Pittsburgh 1973 — 1978
BA, Economics/Political Sciences- Major; Philosophy - Minor.
Ringgold High School 1970 — 1973
Academic
Julie Caldwell Julie Caldwell's Kaufman Bros. Experience 2009 - 2011
Job
Industry Capital Markets
Experience
Credit Suisse November 2014 - Present
GE Capital October 2012 - November 2014
Loop Capital Markets 2012 - 2012
Aladdin Capital LLC 2011 - 2011
Kaufman Bros. 2009 - 2011
Ramirez & Co., Inc. 2007 - 2008
Skills
Equity Valuation, Mergers, M&A experience, High Yield, Business Valuation, Credit Analysis, Strategy, Financial Structuring, Investment Strategies, Investment Management, Bonds, Debt, Bond Pricing, Corporate Advisory, Bond Markets, Securitization, Cash Management, Mergers & Acquisitions, Treasury, Equity Capital Markets, Interest Rate Risk..., DCM, Acquisition Integration, Value Investing, IPO, Capital Structure, Capital Raising, Liquidity Management, Fixed Income Portfolio..., Option Valuation, Fixed Income Strategies, Investment Policy, Option Pricing Models, FX Derivatives, Interest Rate Hedging, Capital Markets, Investment Banking, Investments, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Asset Management, Finance, Portfolio Management
Education
McGill University 2005 — 2009
BCom, Finance and Accounting
Credit Suisse November 2014 - Present
GE Capital October 2012 - November 2014
Loop Capital Markets 2012 - 2012
Aladdin Capital LLC 2011 - 2011
Kaufman Bros. 2009 - 2011
Ramirez & Co., Inc. 2007 - 2008
Skills
Equity Valuation, Mergers, M&A experience, High Yield, Business Valuation, Credit Analysis, Strategy, Financial Structuring, Investment Strategies, Investment Management, Bonds, Debt, Bond Pricing, Corporate Advisory, Bond Markets, Securitization, Cash Management, Mergers & Acquisitions, Treasury, Equity Capital Markets, Interest Rate Risk..., DCM, Acquisition Integration, Value Investing, IPO, Capital Structure, Capital Raising, Liquidity Management, Fixed Income Portfolio..., Option Valuation, Fixed Income Strategies, Investment Policy, Option Pricing Models, FX Derivatives, Interest Rate Hedging, Capital Markets, Investment Banking, Investments, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Asset Management, Finance, Portfolio Management
Education
McGill University 2005 — 2009
BCom, Finance and Accounting
Barbara H. Bradley Barbara H. Bradley's Kaufman Bros. Experience 2002 - 2005
Job Client Association Administrator at Metropolitan Golf Association (MGA)
Industry Sports
Experience
Metropolitan Golf Association (MGA) January 2014 - Present
Barbara Bradley Events January 2005 - December 2013
Brean Murray, Carret & Co. 2005 - 2009
Kaufman Bros. 2002 - 2005
Skills
Investments, Strategy
Education
University of Miami
BFA, Business/Fine Arts
Metropolitan Golf Association (MGA) January 2014 - Present
Barbara Bradley Events January 2005 - December 2013
Brean Murray, Carret & Co. 2005 - 2009
Kaufman Bros. 2002 - 2005
Skills
Investments, Strategy
Education
University of Miami
BFA, Business/Fine Arts
Eugene Koysman Eugene Koysman's Kaufman Bros. Experience March 2008 - June 2008
Job Vice President at Barclays (Equity Research / U.S. Banks)
Industry Research
Experience
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Neha M. Govil's Kaufman Bros. Experience October 2008 - April 2009
Job focused on building up and growing creatively
Industry Financial Services
Experience
Blockchain University July 2015 - Present
The Goddard School October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management July 2010 - July 2012
Stevens Enterprise Development & Licensing September 2009 - December 2009
JP Morgan Chase June 2009 - August 2009
Kaufman Bros. October 2008 - April 2009
Barclays Capital June 2008 - August 2008
Skills
Business Analysis, Business Strategy, Business Development, Data Analysis, Project Management, Management, Excel, Microsoft Excel, PowerPoint, Mobile Technology, Data Management, Business Management, Microsoft Office, Investments, Technology Development, Blogging, Social Media Outreach, Analysis, Financial Services, Strategy
Education
Stevens Institute of Technology 2005 — 2010
B.S., Business & Technology, Finance
Stevens Institute of Technology 2005 — 2010
M.S., Global Innovation Management
Blockchain University July 2015 - Present
The Goddard School October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management July 2010 - July 2012
Stevens Enterprise Development & Licensing September 2009 - December 2009
JP Morgan Chase June 2009 - August 2009
Kaufman Bros. October 2008 - April 2009
Barclays Capital June 2008 - August 2008
Skills
Business Analysis, Business Strategy, Business Development, Data Analysis, Project Management, Management, Excel, Microsoft Excel, PowerPoint, Mobile Technology, Data Management, Business Management, Microsoft Office, Investments, Technology Development, Blogging, Social Media Outreach, Analysis, Financial Services, Strategy
Education
Stevens Institute of Technology 2005 — 2010
B.S., Business & Technology, Finance
Stevens Institute of Technology 2005 — 2010
M.S., Global Innovation Management
Scott Peebles Scott Peebles's Kaufman Bros. Experience November 2000 - February 2001
Job President at Trellisent Investments
Industry Investment Management
Experience
Trellisent Investments August 2009 - Present
Citi May 2002 - May 2009
WR Hambrecht + Co March 2001 - July 2001
Kaufman Bros. November 2000 - February 2001
Brown Brothers Harriman May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS) August 1992 - April 1997
Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development
Education
University of North Texas 1989 — 1992
Bachelor of Science (BS), Banking and Finance
Winston Churchill High School 1984 — 1987
Trellisent Investments August 2009 - Present
Citi May 2002 - May 2009
WR Hambrecht + Co March 2001 - July 2001
Kaufman Bros. November 2000 - February 2001
Brown Brothers Harriman May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS) August 1992 - April 1997
Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development
Education
University of North Texas 1989 — 1992
Bachelor of Science (BS), Banking and Finance
Winston Churchill High School 1984 — 1987
Amanda Coulson-Drasner's Kaufman Bros. Experience June 2011 - August 2011
Job Research Assistant at Duke Political Science Department
Industry Higher Education
Experience
Duke Political Science Department May 2013 - Present
Hispanic Heritage Foundation July 2012 - August 2012
Duke Annual Fund May 2012 - July 2012
Kaufman Bros. June 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Photoshop, Fundraising
Education
Duke University 2010 — 2014
Bachelor of Arts (B.A.), Interdepartmental Major: Political Science/ Sociology, Second Major: German, Minor: Neuroscience
Humboldt-Universität zu Berlin
Advanced Intensive German, Environmental Policy, Architecture and the City of Berlin
The Spence School
Duke Political Science Department May 2013 - Present
Hispanic Heritage Foundation July 2012 - August 2012
Duke Annual Fund May 2012 - July 2012
Kaufman Bros. June 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Photoshop, Fundraising
Education
Duke University 2010 — 2014
Bachelor of Arts (B.A.), Interdepartmental Major: Political Science/ Sociology, Second Major: German, Minor: Neuroscience
Humboldt-Universität zu Berlin
Advanced Intensive German, Environmental Policy, Architecture and the City of Berlin
The Spence School
Bo Nam Bo Nam's Kaufman Bros. Experience June 2007 - June 2010
Job VC Investor in Tech / Internet
Industry Venture Capital & Private Equity
Experience
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
Rick Faust, CFA Rick Faust, CFA's Kaufman Bros. Experience 1997 - 1999
Job President at Faust Capital Management, LLC
Industry Investment Management
Experience
Faust Capital Management, LLC 2009 - Present
Collins Stewart June 2006 - December 2007
C.E. Unterberg, Towbin March 2005 - June 2006
A.G. Edwards 2003 - 2004
Adams Harkness 1999 - 2003
Kaufman Bros. 1997 - 1999
Skills
Equities, Portfolio Management, Semiconductors, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
MSEE, Digital Signal Processing
Cornell University 1982 — 1986
BS, Electrical Engineering
Faust Capital Management, LLC 2009 - Present
Collins Stewart June 2006 - December 2007
C.E. Unterberg, Towbin March 2005 - June 2006
A.G. Edwards 2003 - 2004
Adams Harkness 1999 - 2003
Kaufman Bros. 1997 - 1999
Skills
Equities, Portfolio Management, Semiconductors, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
MSEE, Digital Signal Processing
Cornell University 1982 — 1986
BS, Electrical Engineering
Nitsan Hargil, CFA Nitsan Hargil, CFA's Kaufman Bros. Experience April 1999 - April 2001
Job President at Ivy Advocate
Industry Education Management
Experience
Ivy Advocate September 2009 - Present
MegaPatents June 2005 - September 2009
FBR April 2001 - May 2005
Kaufman Bros. April 1999 - April 2001
Lehman Brothers July 1996 - March 1999
Skills
Institutional Investors, Financial Services, Hedge Funds, Alternative Investments, Investment Banking, Investor Relations, Nonprofits, Non-profit..., Non-profit Leadership, Equities, Mergers & Acquisitions, Asset Management, Institutional..., Equity Research, Capital Markets, Derivatives, Due Diligence, Venture Capital, Finance, Emerging Markets, Fixed Income, Private Equity, Financial Modeling, Portfolio Management, Funding, Strategy, Corporate Finance, Investments, Valuation, Series 7, Structured Products, Investment Advisory, Financial Analysis, IPO, Equity Valuation, Financial Markets, Investment Strategies, Financial Advisory, Structured Finance, Financial Structuring, Securities, Investment Management, Wealth Management, Business Valuation, Private Placements, Asset Allocation, Corporate Development, Bonds
Education
UCLA Anderson School of Management 1994 — 1996
MBA, International Finance
California State University-Northridge 1981 — 1985
BA Special Major, Computer Science / Geography
Ivy Advocate September 2009 - Present
MegaPatents June 2005 - September 2009
FBR April 2001 - May 2005
Kaufman Bros. April 1999 - April 2001
Lehman Brothers July 1996 - March 1999
Skills
Institutional Investors, Financial Services, Hedge Funds, Alternative Investments, Investment Banking, Investor Relations, Nonprofits, Non-profit..., Non-profit Leadership, Equities, Mergers & Acquisitions, Asset Management, Institutional..., Equity Research, Capital Markets, Derivatives, Due Diligence, Venture Capital, Finance, Emerging Markets, Fixed Income, Private Equity, Financial Modeling, Portfolio Management, Funding, Strategy, Corporate Finance, Investments, Valuation, Series 7, Structured Products, Investment Advisory, Financial Analysis, IPO, Equity Valuation, Financial Markets, Investment Strategies, Financial Advisory, Structured Finance, Financial Structuring, Securities, Investment Management, Wealth Management, Business Valuation, Private Placements, Asset Allocation, Corporate Development, Bonds
Education
UCLA Anderson School of Management 1994 — 1996
MBA, International Finance
California State University-Northridge 1981 — 1985
BA Special Major, Computer Science / Geography
Will Peter's Kaufman Bros. Experience May 2010 - August 2010
Job Commercial Real Estate
Industry Real Estate
Experience
ERG Property Advisors April 2015 - Present
Interactive Brokers October 2012 - Present
Sovereign Global Advisors 2013 - 2014
Liberty Tax Service 2010 - 2013
Kaufman Bros. May 2010 - August 2010
Universal Music Group September 2009 - January 2010
Skills
Private Equity, Investment Banking, Venture Capital, DCF Valuation, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Objective-C, iOS Development, Investments, Strategic Planning, Finance, Sales, HTML, JavaScript, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, PowerPoint, Banking, Public Speaking, Business Planning, Negotiation, Strategy, Team Building, Salesforce.com, Entrepreneurship, New Business Development, Financial Reporting, Start-ups, Business Strategy, Project Management, Project Planning, Corporate Finance, Tax, QuickBooks, Economics, Analytics, Accounting, Due Diligence, Cash Flow, Restructuring, Business Valuation, Lead Generation, Management, Leadership, Business Development, Equities
Education
Harvard University 2015 — 2015
CS50 Introduction to Computer Science
Columbia University in the City of New York 2014 — 2015
Certificate, Financial Engineering & Risk Management
Pace University
A.B., Economics
ERG Property Advisors April 2015 - Present
Interactive Brokers October 2012 - Present
Sovereign Global Advisors 2013 - 2014
Liberty Tax Service 2010 - 2013
Kaufman Bros. May 2010 - August 2010
Universal Music Group September 2009 - January 2010
Skills
Private Equity, Investment Banking, Venture Capital, DCF Valuation, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Objective-C, iOS Development, Investments, Strategic Planning, Finance, Sales, HTML, JavaScript, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, PowerPoint, Banking, Public Speaking, Business Planning, Negotiation, Strategy, Team Building, Salesforce.com, Entrepreneurship, New Business Development, Financial Reporting, Start-ups, Business Strategy, Project Management, Project Planning, Corporate Finance, Tax, QuickBooks, Economics, Analytics, Accounting, Due Diligence, Cash Flow, Restructuring, Business Valuation, Lead Generation, Management, Leadership, Business Development, Equities
Education
Harvard University 2015 — 2015
CS50 Introduction to Computer Science
Columbia University in the City of New York 2014 — 2015
Certificate, Financial Engineering & Risk Management
Pace University
A.B., Economics
Eric Hahn Eric Hahn's Kaufman Bros. Experience December 2010 - October 2011
Job Senior Consultant in Financial and Operational Risk at Deloitte
Industry Financial Services
Experience
Deloitte February 2015 - Present
Neuberger Berman July 2012 - February 2015
Auldbrass Partners December 2011 - July 2012
Kaufman Bros. December 2010 - October 2011
Alliance Bernstein June 2010 - November 2010
Deloitte January 2010 - May 2010
Iron Capital Advisors 2009 - 2009
Skills
Analysis, Financial Modeling, Data Modeling, Forecasting, Equity Valuation, DCF, Series 7, Series 63, Bloomberg, Equity Research, Investments, Financial Analysis, Corporate Finance, Equities, Business Analysis, Business Intelligence
Education
Georgia State University - J. Mack Robinson College of Business
BS, Finance
Deloitte February 2015 - Present
Neuberger Berman July 2012 - February 2015
Auldbrass Partners December 2011 - July 2012
Kaufman Bros. December 2010 - October 2011
Alliance Bernstein June 2010 - November 2010
Deloitte January 2010 - May 2010
Iron Capital Advisors 2009 - 2009
Skills
Analysis, Financial Modeling, Data Modeling, Forecasting, Equity Valuation, DCF, Series 7, Series 63, Bloomberg, Equity Research, Investments, Financial Analysis, Corporate Finance, Equities, Business Analysis, Business Intelligence
Education
Georgia State University - J. Mack Robinson College of Business
BS, Finance
Amy Gardner Amy Gardner's Kaufman Bros. Experience January 2004 - February 2005
Job Director of International Corporate Access at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
Espirito Santo Investment Bank / E.S. Financial Services Inc. September 2012 - Present
Execution Noble March 2006 - 2011
Kaufman Bros. January 2004 - February 2005
Bloomberg 2001 - 2004
Skills
Account Management, Institutional Investors, Financial Sales, International Sales, Equity Sales, Road Shows, Customer Relations, Western Europe, Pan European, Series 7, Series 63, Customer Service, Financial Markets, Institutional..., Equities, Bloomberg, Capital Markets, Financial Analysis, Equity Research, Corporate Finance, Investment Banking, Sales Finance, Hedge Funds, Fixed Income, Valuation, Equity Trading, Financial Modeling
Education
University of Delaware 1992 — 1996
BA
MNHS 1989 — 1992
Robert W. Baird & Co. December 2014 - Present
Espirito Santo Investment Bank / E.S. Financial Services Inc. September 2012 - Present
Execution Noble March 2006 - 2011
Kaufman Bros. January 2004 - February 2005
Bloomberg 2001 - 2004
Skills
Account Management, Institutional Investors, Financial Sales, International Sales, Equity Sales, Road Shows, Customer Relations, Western Europe, Pan European, Series 7, Series 63, Customer Service, Financial Markets, Institutional..., Equities, Bloomberg, Capital Markets, Financial Analysis, Equity Research, Corporate Finance, Investment Banking, Sales Finance, Hedge Funds, Fixed Income, Valuation, Equity Trading, Financial Modeling
Education
University of Delaware 1992 — 1996
BA
MNHS 1989 — 1992
Barbara Coffey Barbara Coffey's Kaufman Bros. Experience 2006 - 2009
Job Analyst Bloomberg
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Bloomberg LP June 2015 - Present
Standard & Poor's 2012 - 2014
Brigantine Advisors 2010 - 2012
JumpStart Internship - Program of the Levin Instittute 2010 - 2010
Kaufman Bros. 2006 - 2009
Brean Murray, Carret & Co. 2004 - 2006
Jefferies & Company 2001 - 2004
iVillage 1999 - 2001
Bank of America 1999 - 1999
Deutsche Bank 1995 - 1999
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Forecasting, Due Diligence, Market Analysis, Series 7, Series 63, Series 24, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Venture Capital, Asset Management, Investments, Investment Banking, Analysis, Start-ups, Corporate Finance, Valuation, Securities, Equities, Digital Media, Software
Education
Rutgers-Masters of Information(formerly MLIS, expected 2015), Fuqua,Duke - MBA & Wellesley - BA Econ
Rutgers University-New Brunswick 2013 — 2015
Masters of Information, (formerly Master of Library & Information Science), Digital Libraries Specialty and completed coursework for proposed Big Data Specialty
Duke University - The Fuqua School of Business
MBA, Finance
Wellesley College
BA, Economics
Pingry Shcool
High School
Bob Varnum's Kaufman Bros. Experience January 2010 - June 2010
Job Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Morgan Stanley December 2014 - Present
D.A. Davidson & Co. June 2010 - November 2014
Kaufman Bros. January 2010 - June 2010
National Retirement Partners January 2009 - December 2009
Pacific Crest Securities August 2004 - November 2008
SoundView Technology Group January 2000 - January 2004
CIBC World Markets January 1994 - January 2000
Oppenheimer & Co., Inc. February 1987 - December 1994
Education
Sacred Heart University 1981 — 1985
B.S., Economics
Vermont Technical College 1980 — 1981
Associate of Science (AS), Architectural Engineering
Robert Herrmann Robert Herrmann's Kaufman Bros. Experience January 2011 - September 2011
Job Morgan Stanley VP, Wealth Management Technology
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Accenture December 2014 - May 2015
Accenture April 2012 - December 2014
Kaufman Bros. January 2011 - September 2011
Ardour Capital Investments July 2010 - January 2011
UST Global October 2009 - May 2010
LACERA November 2007 - July 2009
Login Consulting 2006 - 2007
Extreme Networks 2006 - 2006
Skills
MS Office, Requirements..., Business Analysis, Financial Modeling, Research, Testing, Valuation, Investments, Financial Analysis, Corporate Finance, Capital Markets, Analysis, Equities, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance and Accounting
University of California, Santa Cruz 2002 — 2006
Bachelor of Science, Information Systems Management
Morgan Stanley June 2015 - Present
Accenture December 2014 - May 2015
Accenture April 2012 - December 2014
Kaufman Bros. January 2011 - September 2011
Ardour Capital Investments July 2010 - January 2011
UST Global October 2009 - May 2010
LACERA November 2007 - July 2009
Login Consulting 2006 - 2007
Extreme Networks 2006 - 2006
Skills
MS Office, Requirements..., Business Analysis, Financial Modeling, Research, Testing, Valuation, Investments, Financial Analysis, Corporate Finance, Capital Markets, Analysis, Equities, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance and Accounting
University of California, Santa Cruz 2002 — 2006
Bachelor of Science, Information Systems Management
Jazmin Flete's Kaufman Bros. Experience April 2011 - September 2011
Job Digital Campaign Delivery Manager, Digital Advertising Operations at The Weather Channel
Industry Financial Services
Experience
The Weather Channel July 2015 - Present
Viacom October 2013 - July 2015
Bloomberg LP October 2011 - October 2013
Kaufman Bros. April 2011 - September 2011
The Richline Group, a Berkshire Hathaway Company July 2010 - March 2011
Integreon for Barclays Capital August 2009 - June 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Finance, Valuation, Alternative Investments, Bloomberg Terminal, Equity Research, Tutoring, Banking, Equities, Fluent in Spanish and..., Yieldex, Analytics, Portfolio Management, Nielsen, Yield Management, Freewheel, Omniture, comScore
Education
Babson College 2005 — 2009
Bachelor of Science, Finance, Economics
Universidad ORT Uruguay 2009 — 2009
Political Economy
Universidad de San Andres 2009 — 2009
Political Economy
Richmond In Rome 2008 — 2008
International Trade Theory
The Weather Channel July 2015 - Present
Viacom October 2013 - July 2015
Bloomberg LP October 2011 - October 2013
Kaufman Bros. April 2011 - September 2011
The Richline Group, a Berkshire Hathaway Company July 2010 - March 2011
Integreon for Barclays Capital August 2009 - June 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Finance, Valuation, Alternative Investments, Bloomberg Terminal, Equity Research, Tutoring, Banking, Equities, Fluent in Spanish and..., Yieldex, Analytics, Portfolio Management, Nielsen, Yield Management, Freewheel, Omniture, comScore
Education
Babson College 2005 — 2009
Bachelor of Science, Finance, Economics
Universidad ORT Uruguay 2009 — 2009
Political Economy
Universidad de San Andres 2009 — 2009
Political Economy
Richmond In Rome 2008 — 2008
International Trade Theory
Karen E. Purdie's Kaufman Bros. Experience April 2011 - September 2011
Job Theia Management
Industry Investment Management
Experience
Theia Management October 2014 - Present
Penserra Securities LLC June 2013 - August 2013
Kaufman Bros. April 2011 - September 2011
Zealous ATS November 2007 - April 2008
NYPPEX 2006 - 2007
Pali Capital May 2005 - November 2005
HBack Builders August 2002 - November 2004
Source Capital Group 2001 - 2002
International Specialty Boutiques June 1996 - June 1999
Grupo Financiero Interacciones November 1994 - June 1996
Skills
Fixed Income, Private Equity, Capital Markets, Emerging Markets, Alternative Investments, Investor Relations, Investment Strategies, Financial Markets, Secondary Market, Financial Structuring, High Yield, Portfolio Management, Microsoft/Bloomberg ..., Credit, Finance, Distressed Assets
Education
University of California, Los Angeles
Bachelor's Degree, Political Science
Theia Management October 2014 - Present
Penserra Securities LLC June 2013 - August 2013
Kaufman Bros. April 2011 - September 2011
Zealous ATS November 2007 - April 2008
NYPPEX 2006 - 2007
Pali Capital May 2005 - November 2005
HBack Builders August 2002 - November 2004
Source Capital Group 2001 - 2002
International Specialty Boutiques June 1996 - June 1999
Grupo Financiero Interacciones November 1994 - June 1996
Skills
Fixed Income, Private Equity, Capital Markets, Emerging Markets, Alternative Investments, Investor Relations, Investment Strategies, Financial Markets, Secondary Market, Financial Structuring, High Yield, Portfolio Management, Microsoft/Bloomberg ..., Credit, Finance, Distressed Assets
Education
University of California, Los Angeles
Bachelor's Degree, Political Science
Andrew Morrison Andrew Morrison's Kaufman Bros. Experience November 2010 - December 2011
Job Managing Director, Cypress Partners
Industry Financial Services
Experience
Cypress Partners December 2014 - February 2015
Independant Financial Consultant February 2011 - November 2014
Kaufman Bros November 2010 - December 2011
Wedbush Securities December 2008 - November 2010
Pacific Growth Equities March 2006 - December 2008
Ebb Services April 2003 - December 2005
Elijah Asset Management March 1999 - April 2003
Robertson Stephens October 1994 - February 1999
Skills
Equity Research, Investor Relations, Private Equity, Investment Management, Investments, Product Development, Sales, CFO, Hedge Funds, Equities, Start-ups, Venture Capital, Financial Services
Education
UCLA 1988 — 1991
Economics
Redwood
University of California, Los Angeles
Economics
Cypress Partners December 2014 - February 2015
Independant Financial Consultant February 2011 - November 2014
Kaufman Bros November 2010 - December 2011
Wedbush Securities December 2008 - November 2010
Pacific Growth Equities March 2006 - December 2008
Ebb Services April 2003 - December 2005
Elijah Asset Management March 1999 - April 2003
Robertson Stephens October 1994 - February 1999
Skills
Equity Research, Investor Relations, Private Equity, Investment Management, Investments, Product Development, Sales, CFO, Hedge Funds, Equities, Start-ups, Venture Capital, Financial Services
Education
UCLA 1988 — 1991
Economics
Redwood
University of California, Los Angeles
Economics
Olga (Akimova) Shoraka's Kaufman Bros. Experience January 2009 - January 2012
Job Equity Research Sales at ITG
Industry Investment Banking
Experience
ITG Inc. July 2013 - Present
Needham & Company April 2012 - June 2013
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. October 2008 - February 2010
Skills
Valuation, Venture Capital, Equity Research, Equities, Financial Modeling, Alternative Investments, Financial Services, Hedge Funds, Investments, Trading, Capital Markets, Series 7, Bloomberg
Education
Volgograd State Technical University 2001 — 2005
BA
ITG Inc. July 2013 - Present
Needham & Company April 2012 - June 2013
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. October 2008 - February 2010
Skills
Valuation, Venture Capital, Equity Research, Equities, Financial Modeling, Alternative Investments, Financial Services, Hedge Funds, Investments, Trading, Capital Markets, Series 7, Bloomberg
Education
Volgograd State Technical University 2001 — 2005
BA
Rob Zidar Rob Zidar's Kaufman Bros. Experience October 2009 - June 2011
Job Principal at ThirdParent
Industry Financial Services
Experience
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
ThirdParent February 2013 - Present
S2R Solutions, LLC December 2011 - Present
Auriga USA, LLC June 2011 - December 2011
Kaufman Bros. October 2009 - June 2011
Family Financial Group January 2008 - October 2009
Merrill Lynch Investment Managers July 1998 - July 2006
Robertson Stephens & Co. March 1992 - June 1998
Skills
Sales, Technology, Internet, SEO, Social Media Marketing, Video, Investments, Equities, Investment Management, Hedge Funds
Education
Ivey Business School at Western University 1984 — 1988
kirkland lake collegiate
Michael Tenenhaus Michael Tenenhaus's Kaufman Bros. Experience June 2008 - March 2009
Job Associate at Seward & Kissel LLP
Industry Law Practice
Experience
Seward & Kissel LLP September 2014 - Present
Kasowitz, Benson, Torres & Friedman LLP September 2012 - September 2014
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
U.S. Attorney's Office (EDNY) June 2010 - August 2010
Kaufman Bros. June 2008 - March 2009
Bear Stearns July 2007 - June 2008
Bear Stearns May 2006 - August 2006
The White House September 2005 - December 2005
Surprise Lake Camp June 2001 - August 2005
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude
Muhlenberg College 2003 — 2007
Bachelor's degree, Finance and Political Science, Summa Cum Laude
Seward & Kissel LLP September 2014 - Present
Kasowitz, Benson, Torres & Friedman LLP September 2012 - September 2014
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
U.S. Attorney's Office (EDNY) June 2010 - August 2010
Kaufman Bros. June 2008 - March 2009
Bear Stearns July 2007 - June 2008
Bear Stearns May 2006 - August 2006
The White House September 2005 - December 2005
Surprise Lake Camp June 2001 - August 2005
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), Law, Magna Cum Laude
Muhlenberg College 2003 — 2007
Bachelor's degree, Finance and Political Science, Summa Cum Laude
Brian Cooke's Kaufman Bros. Experience April 2004 - November 2004
Job business writer and editor
Industry Writing and Editing
Experience
OTR Global October 2007 - Present
BC Communications (personal freelance business) 2008 - Present
AMD January 2013 - March 2014
ADP - Screening & Selection Services March 2012 - July 2012
Merriman Curhan Ford & Co March 2005 - September 2007
Kaufman Bros. April 2004 - November 2004
Off The Record Research June 1995 - April 2004
RCM Capital Management August 1989 - May 1995
ORFI Systems December 1988 - July 1989
Skills
Editing, Writing, Technical Writing, News Writing, Newsletters, Corporate Communications, Market Research, Research Project..., Website Development, Social Media, Public Speaking, SEC compliance, Webmaster Services, Content Management, Project Management, Corporate Blogging, Website Copy, Academic Writing, Online Research, Search Engine..., Professional Networking, BlueMatrix, Marketing Communications, Document Processing, Journalism, Web Content, Semiconductors, Editorial, Technical Communication, Interviews, Copy Editing, Content Development, Marketing, Copywriting, Social Networking, Newspapers, SEO, Publishing, Advertising, Marketing Copy, Text Editing
Education
Lehigh University 1985 — 1989
BA, Journalism Science Writing
Golden Gate University
OTR Global October 2007 - Present
BC Communications (personal freelance business) 2008 - Present
AMD January 2013 - March 2014
ADP - Screening & Selection Services March 2012 - July 2012
Merriman Curhan Ford & Co March 2005 - September 2007
Kaufman Bros. April 2004 - November 2004
Off The Record Research June 1995 - April 2004
RCM Capital Management August 1989 - May 1995
ORFI Systems December 1988 - July 1989
Skills
Editing, Writing, Technical Writing, News Writing, Newsletters, Corporate Communications, Market Research, Research Project..., Website Development, Social Media, Public Speaking, SEC compliance, Webmaster Services, Content Management, Project Management, Corporate Blogging, Website Copy, Academic Writing, Online Research, Search Engine..., Professional Networking, BlueMatrix, Marketing Communications, Document Processing, Journalism, Web Content, Semiconductors, Editorial, Technical Communication, Interviews, Copy Editing, Content Development, Marketing, Copywriting, Social Networking, Newspapers, SEO, Publishing, Advertising, Marketing Copy, Text Editing
Education
Lehigh University 1985 — 1989
BA, Journalism Science Writing
Golden Gate University
Jeremy Swan Jeremy Swan's Kaufman Bros. Experience February 2003 - June 2006
Job CohnReznick, Principal Private Equity and Venture Capital Industry Practice Leader, New York
Industry Management Consulting
Experience
CohnReznick February 2012 - Present
Protiviti Inc. September 2007 - February 2012
Gridley & Company LLC June 2006 - August 2007
Kaufman Bros. February 2003 - June 2006
Talisman Solutions November 2001 - February 2003
Bear, Stearns & Co. Inc. July 1996 - October 2001
Skills
Mergers, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Due Diligence, Investment Banking
Education
Hamilton College 1992 — 1996
BA
The London School of Economics and Political Science (LSE) 1994 — 1995
General Course
Hopkins 1989 — 1993
CohnReznick February 2012 - Present
Protiviti Inc. September 2007 - February 2012
Gridley & Company LLC June 2006 - August 2007
Kaufman Bros. February 2003 - June 2006
Talisman Solutions November 2001 - February 2003
Bear, Stearns & Co. Inc. July 1996 - October 2001
Skills
Mergers, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Due Diligence, Investment Banking
Education
Hamilton College 1992 — 1996
BA
The London School of Economics and Political Science (LSE) 1994 — 1995
General Course
Hopkins 1989 — 1993
Ken Gurrola Ken Gurrola's Kaufman Bros. Experience April 2009 - March 2012
Job Chairman and CEO at Eastridge Capital, LP
Industry Banking
Experience
Eastridge Capital, LP November 2013 - Present
Reliance MediaWorks Ltd. October 2012 - July 2014
Kaufman Bros. April 2009 - March 2012
Olmec National Bank (io) January 2008 - February 2009
JPMorgan Chase January 2006 - August 2007
JP Morgan Chase 2006 - 2007
KPMG New York 2000 - 2003
Skills
Capital Markets, Valuation, Venture Capital, Private Equity, Financial Modeling, Investment Banking, Due Diligence
Education
University of California, Hastings College of the Law 1992 — 1997
JD, Law
Cornell University 1993 — 1995
MBA, Finance, Accounting
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of California, Los Angeles 1986 — 1991
BA, Political Science
Eastridge Capital, LP November 2013 - Present
Reliance MediaWorks Ltd. October 2012 - July 2014
Kaufman Bros. April 2009 - March 2012
Olmec National Bank (io) January 2008 - February 2009
JPMorgan Chase January 2006 - August 2007
JP Morgan Chase 2006 - 2007
KPMG New York 2000 - 2003
Skills
Capital Markets, Valuation, Venture Capital, Private Equity, Financial Modeling, Investment Banking, Due Diligence
Education
University of California, Hastings College of the Law 1992 — 1997
JD, Law
Cornell University 1993 — 1995
MBA, Finance, Accounting
Cornell University - Johnson Graduate School of Management 1993 — 1995
University of California, Los Angeles 1986 — 1991
BA, Political Science
Mike Dunlap's Kaufman Bros. Experience 2005 - 2009
Job Product Strategist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics July 2013 - Present
SunTx Capital Partners September 2011 - July 2013
MHT Partners May 2010 - August 2010
Kaufman Bros. 2005 - 2009
Lehman Brothers 2001 - 2005
Skills
Financial Modeling, Business Valuation, Series 63, Securities, Equity Valuation, Strategic Planning, Strategy, Market Analysis, Finance, Management Consulting, Strategic Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business
Moody's Analytics July 2013 - Present
SunTx Capital Partners September 2011 - July 2013
MHT Partners May 2010 - August 2010
Kaufman Bros. 2005 - 2009
Lehman Brothers 2001 - 2005
Skills
Financial Modeling, Business Valuation, Series 63, Securities, Equity Valuation, Strategic Planning, Strategy, Market Analysis, Finance, Management Consulting, Strategic Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business
Bill Sherman's Kaufman Bros. Experience March 2004 - July 2008
Job Managing Member at TEC Advisors, LLC
Industry Financial Services
Experience
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
Jeffrey Garon (Jeff) Jeffrey Garon (Jeff)'s Kaufman Bros. Experience 2006 - 2007
Job Managing General Partner CVA Partners, L.P.
Industry Venture Capital & Private Equity
Experience
CVA Partners, L.P. 2010 - Present
Clear Vision Advisors 2008 - Present
Etelos 2007 - 2008
Kaufman Bros. 2006 - 2007
Tripath Technology 2005 - 2007
Silicon Storage Technology, Inc. 1998 - 2004
The Garon Financial Group 1994 - 1998
Monster Cable Products 1992 - 1994
Visual Edge Technology 1990 - 1992
Oracle 1989 - 1990
Skills
Venture Capital, Start-ups, Due Diligence, Corporate Development, IPO, Entrepreneurship, Private Placements, Investments, Angel Investing, Strategy, Capital, Capital Raising, Corporate Finance, Investment Banking, Finance, Asset Management, Financial Structuring, M&A experience, Business Development, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Business Strategy, Emerging Markets, Funding, Executive Management, Buyouts, Mergers, Asset Based Lending, Growth Lending, Project Finance, Cleantech, Valuation, Investor Relations, Growth Capital, Hedge Funds, Acquisitions, Private Equity, Joint Ventures, Venture Financing, LBO, Equities, Strategic Financial..., Deal Sourcing, Restructuring, Investment Management, Financial Modeling, Structured Finance, Leveraged Finance, Divestitures
Education
Loyola Marymount University 1985 — 1987
MBA
California State University-Northridge 1979 — 1983
BS
Venice High School 1975 — 1978
CVA Partners, L.P. 2010 - Present
Clear Vision Advisors 2008 - Present
Etelos 2007 - 2008
Kaufman Bros. 2006 - 2007
Tripath Technology 2005 - 2007
Silicon Storage Technology, Inc. 1998 - 2004
The Garon Financial Group 1994 - 1998
Monster Cable Products 1992 - 1994
Visual Edge Technology 1990 - 1992
Oracle 1989 - 1990
Skills
Venture Capital, Start-ups, Due Diligence, Corporate Development, IPO, Entrepreneurship, Private Placements, Investments, Angel Investing, Strategy, Capital, Capital Raising, Corporate Finance, Investment Banking, Finance, Asset Management, Financial Structuring, M&A experience, Business Development, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Business Strategy, Emerging Markets, Funding, Executive Management, Buyouts, Mergers, Asset Based Lending, Growth Lending, Project Finance, Cleantech, Valuation, Investor Relations, Growth Capital, Hedge Funds, Acquisitions, Private Equity, Joint Ventures, Venture Financing, LBO, Equities, Strategic Financial..., Deal Sourcing, Restructuring, Investment Management, Financial Modeling, Structured Finance, Leveraged Finance, Divestitures
Education
Loyola Marymount University 1985 — 1987
MBA
California State University-Northridge 1979 — 1983
BS
Venice High School 1975 — 1978
Mike Weinstein's Kaufman Bros. Experience May 2009 - July 2009
Job Account Executive at SET by Conversant, an Epsilon company
Industry Marketing and Advertising
Experience
SET by Conversant (an Epsilon company) April 2014 - Present
Duff & Phelps August 2011 - March 2014
BlackRock August 2010 - August 2011
Kaufman Bros. May 2009 - July 2009
Skills
Video Advertising, Product Marketing, Ad Networks, Start-ups, Online Marketing, Digital Media, Online Advertising, Valuation, Investment Banking, Capital Markets, Capital IQ, Asset Managment, DCF, Venture Capital, Asset Management, Account Management, Ad Serving, Advertising Operations, Advertising, Client Services
Education
Penn State University 2006 — 2010
Bsci, Finance
SET by Conversant (an Epsilon company) April 2014 - Present
Duff & Phelps August 2011 - March 2014
BlackRock August 2010 - August 2011
Kaufman Bros. May 2009 - July 2009
Skills
Video Advertising, Product Marketing, Ad Networks, Start-ups, Online Marketing, Digital Media, Online Advertising, Valuation, Investment Banking, Capital Markets, Capital IQ, Asset Managment, DCF, Venture Capital, Asset Management, Account Management, Ad Serving, Advertising Operations, Advertising, Client Services
Education
Penn State University 2006 — 2010
Bsci, Finance
Justin Stroud's Kaufman Bros. Experience December 2008 - September 2009
Job Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch May 2011 - Present
Jefferies & Company February 2010 - May 2011
Maxim Group September 2009 - February 2010
Kaufman Bros. December 2008 - September 2009
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management
The Bolles School 2000 — 2004
Bank of America Merrill Lynch May 2011 - Present
Jefferies & Company February 2010 - May 2011
Maxim Group September 2009 - February 2010
Kaufman Bros. December 2008 - September 2009
Education
Babson College 2004 — 2008
Bachelor of Science in Business Management
The Bolles School 2000 — 2004
Grant George, CFA's Kaufman Bros. Experience August 2010 - March 2012
Job Director of Marketing at Markston International LLC
Industry Financial Services
Experience
Markston International LLC January 2013 - Present
Noble Financial March 2012 - August 2012
Kaufman Bros. August 2010 - March 2012
KBC Financial Products May 2007 - April 2009
Morgan Keegan 2006 - 2006
KBC Securities June 2002 - May 2003
Instinet March 1998 - February 2002
Skills
Equities, Capital Markets, Securities, Valuation, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Finance & Accounting
Vanderbilt University 1994 — 1997
BS, Economics
Tufts University 1993 — 1994
New Canaan High School 1990 — 1993
Markston International LLC January 2013 - Present
Noble Financial March 2012 - August 2012
Kaufman Bros. August 2010 - March 2012
KBC Financial Products May 2007 - April 2009
Morgan Keegan 2006 - 2006
KBC Securities June 2002 - May 2003
Instinet March 1998 - February 2002
Skills
Equities, Capital Markets, Securities, Valuation, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Finance & Accounting
Vanderbilt University 1994 — 1997
BS, Economics
Tufts University 1993 — 1994
New Canaan High School 1990 — 1993
Vik Grover's Kaufman Bros. Experience January 1998 - September 2003
Job Managing Director at Source Capital Group, Inc.
Industry Financial Services
Experience
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Jon Hicks's Kaufman Bros. Experience January 2005 - January 2012
Job Director, Institutional Equity Sales at Knight Capital Group
Industry Financial Services
Experience
Knight Capital Group July 2012 - Present
Kaufman Bros January 2005 - January 2012
Barclays Capital 2003 - 2004
UBS 1998 - 2002
UBS 1996 - 1998
Skills
Equities, Series 7, Capital Markets, Institutional, Customer Relations, Securities, Series 63, Financial Markets
Education
University of California, Berkeley 1977 — 1982
BS, Industrial Engineering and Operations Research
Harvard Business School
MBA
Knight Capital Group July 2012 - Present
Kaufman Bros January 2005 - January 2012
Barclays Capital 2003 - 2004
UBS 1998 - 2002
UBS 1996 - 1998
Skills
Equities, Series 7, Capital Markets, Institutional, Customer Relations, Securities, Series 63, Financial Markets
Education
University of California, Berkeley 1977 — 1982
BS, Industrial Engineering and Operations Research
Harvard Business School
MBA
Elizabeth Davis's Kaufman Bros. Experience September 2000 - October 2001
Job Institutional Equity Sales at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
Kyle Norton's Kaufman Bros. Experience March 2008 - November 2009
Job Senior Vice President Institutional Equity Sales at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities August 2009 - Present
Kaufman Bros. March 2008 - November 2009
Northwestern Mutual 2008 - 2008
Kenneth L Norton Builder, inc May 1999 - November 2007
UBS May 2006 - June 2006
Education
Boston College 2003 — 2007
Finance, Concentration in English
Wunderlich Securities August 2009 - Present
Kaufman Bros. March 2008 - November 2009
Northwestern Mutual 2008 - 2008
Kenneth L Norton Builder, inc May 1999 - November 2007
UBS May 2006 - June 2006
Education
Boston College 2003 — 2007
Finance, Concentration in English
Michael Pagano's Kaufman Bros. Experience January 2003 - January 2006
Job Managing Director at Stifel Nicolaus & Co Inc
Industry Financial Services
Experience
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Keith Coley's Kaufman Bros. Experience 2001 - 2006
Job Owner at Fairfield Wines & Spirits
Industry Wine and Spirits
Experience
In Law Enterprises, LLC December 2007 - Present
Fairfield Wines & Spirits December 2007 - Present
American Technology Research July 2006 - July 2007
Kaufman Bros 2001 - 2006
Smith Barney 1998 - 2002
Skills
Sales, Entrepreneurship, Business Strategy, Venture Capital, Strategy, Strategic Planning, Investments, Business Development, Due Diligence, Financial Modeling, Competitive Analysis, Market Research, Team Building, Valuation, Corporate Development, Financial Analysis, Trading, Corporate Finance, E-commerce
Education
Fairfield University 1992 — 1994
Bachelor of Arts (B.A.), Economics
Georgia Institute of Technology 1988 — 1993
In Law Enterprises, LLC December 2007 - Present
Fairfield Wines & Spirits December 2007 - Present
American Technology Research July 2006 - July 2007
Kaufman Bros 2001 - 2006
Smith Barney 1998 - 2002
Skills
Sales, Entrepreneurship, Business Strategy, Venture Capital, Strategy, Strategic Planning, Investments, Business Development, Due Diligence, Financial Modeling, Competitive Analysis, Market Research, Team Building, Valuation, Corporate Development, Financial Analysis, Trading, Corporate Finance, E-commerce
Education
Fairfield University 1992 — 1994
Bachelor of Arts (B.A.), Economics
Georgia Institute of Technology 1988 — 1993
Jennifer Fairbanks Braverman's Kaufman Bros. Experience 1995 - 1996
Job Institutional Brand Sales Dinosaur BarBQue, LLC
Industry Financial Services
Experience
Dinosaur Bar-B-Que, LLC June 2014 - Present
Schroders 1997 - March 2000
Kaufman Bros. 1995 - 1996
Wheat First Butcher Singer 1994 - 1995
Hambrecht & Quist 1991 - 1994
Skills
Equities, Hedge Funds, Business Planning
Education
Mount Holyoke College 1987 — 1990
ba
Dinosaur Bar-B-Que, LLC June 2014 - Present
Schroders 1997 - March 2000
Kaufman Bros. 1995 - 1996
Wheat First Butcher Singer 1994 - 1995
Hambrecht & Quist 1991 - 1994
Skills
Equities, Hedge Funds, Business Planning
Education
Mount Holyoke College 1987 — 1990
ba
Roger Darpino's Kaufman Bros. Experience September 2002 - June 2011
Job Senior V.P. Institutional Equity Trading at Drexel Hamilton
Industry Financial Services
Experience
Drexel Hamilton June 2011 - Present
Kaufman Bros. September 2002 - June 2011
Goldman Sachs 1996 - 2002
Education
The Citadel 1987 — 1991
B.S, Business Finance
Saint Augustine Prep 1983 — 1987
High School
St. Augustine Prep
Drexel Hamilton June 2011 - Present
Kaufman Bros. September 2002 - June 2011
Goldman Sachs 1996 - 2002
Education
The Citadel 1987 — 1991
B.S, Business Finance
Saint Augustine Prep 1983 — 1987
High School
St. Augustine Prep
Michael Vittitoe's Kaufman Bros. Experience June 2007 - September 2009
Job Managing Director, Institutional Equity Sales
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Matthew McAndrew's Kaufman Bros. Experience 2006 - 2007
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2012 - Present
RBS April 2007 - January 2012
Kaufman Bros. 2006 - 2007
Skills
Credit Derivatives, Structured Finance, ABS, Structured Products, Equity Research, Interest Rate..., CDS, Equity Derivatives, Securitization
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Franklin Square Capital Partners February 2012 - Present
RBS April 2007 - January 2012
Kaufman Bros. 2006 - 2007
Skills
Credit Derivatives, Structured Finance, ABS, Structured Products, Equity Research, Interest Rate..., CDS, Equity Derivatives, Securitization
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Craig Dulmaine's Kaufman Bros. Experience June 2006 - May 2011
Job Institutional Equity Sales at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray May 2011 - Present
Kaufman Bros. June 2006 - May 2011
Keefe, Bruyette & Woods July 2004 - April 2006
Skills
Equity Research, Series 7, Equities, Series 63, Capital Markets, Hedge Funds, Valuation, Financial Modeling, Investments, Securities, Investment Banking, Alternative Investments, Financial Markets, Fixed Income
Education
Fordham University 2000 — 2004
Bachelor of Science in Business Administration, Finance, Economics
Xaverian Brothers High School 1996 — 2000
Piper Jaffray May 2011 - Present
Kaufman Bros. June 2006 - May 2011
Keefe, Bruyette & Woods July 2004 - April 2006
Skills
Equity Research, Series 7, Equities, Series 63, Capital Markets, Hedge Funds, Valuation, Financial Modeling, Investments, Securities, Investment Banking, Alternative Investments, Financial Markets, Fixed Income
Education
Fordham University 2000 — 2004
Bachelor of Science in Business Administration, Finance, Economics
Xaverian Brothers High School 1996 — 2000
Timothy J. Lee's Kaufman Bros. Experience 2006 - 2007
Job Consultant at Independent Consultant
Industry Medical Devices
Experience
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Arthur Bingham's Kaufman Bros. Experience 2002 - 2009
Job Managing Director at New York Private Finance LLC
Industry Financial Services
Experience
New York Private Finance LLC February 2012 - Present
Warburg Realty 2010 - 2012
Boxwood Strategic Advisors 2008 - 2011
Kaufman Bros. 2002 - 2009
Skills
Finance, Mergers, Private Equity, Alternative Investments, Hedge Funds, Equities, Capital Markets, Investment Banking, Private Placements, Valuation, Asset Managment, Investments, Business Strategy, Financial Structuring, Portfolio Management, Investment Advisory, Venture Capital, Due Diligence
Education
Northeastern University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1980 — 1984
Bachelor's degree, Economics
St. Paul's School 1974 — 1978
High School
New York Private Finance LLC February 2012 - Present
Warburg Realty 2010 - 2012
Boxwood Strategic Advisors 2008 - 2011
Kaufman Bros. 2002 - 2009
Skills
Finance, Mergers, Private Equity, Alternative Investments, Hedge Funds, Equities, Capital Markets, Investment Banking, Private Placements, Valuation, Asset Managment, Investments, Business Strategy, Financial Structuring, Portfolio Management, Investment Advisory, Venture Capital, Due Diligence
Education
Northeastern University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1980 — 1984
Bachelor's degree, Economics
St. Paul's School 1974 — 1978
High School
Earl Manns's Kaufman Bros. Experience 2009 - 2010
Job Senior Vice President Equity Sales and Trading at Blaylock Robert Van, LLC
Industry Investment Banking
Experience
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
Michael L. Perica's Kaufman Bros. Experience 2001 - 2003
Job Finance Executive Seeking Senior Management Role
Industry Information Technology and Services
Experience
Lets Sweat Inc. 2013 - 2013
Channell Commercial December 2008 - June 2012
Channell Commercial Corporation May 2006 - December 2008
Brean Murray, Carret & Co. 2003 - 2006
Kaufman Bros. 2001 - 2003
Gruntal & Co. 2000 - 2001
Skills
Financial Modeling, Strategic Financial..., Finance, Equity Research, Cross-functional Team...
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
Central Michigan University
Accounting
Lets Sweat Inc. 2013 - 2013
Channell Commercial December 2008 - June 2012
Channell Commercial Corporation May 2006 - December 2008
Brean Murray, Carret & Co. 2003 - 2006
Kaufman Bros. 2001 - 2003
Gruntal & Co. 2000 - 2001
Skills
Financial Modeling, Strategic Financial..., Finance, Equity Research, Cross-functional Team...
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
Central Michigan University
Accounting
Brian Leite's Kaufman Bros. Experience 2009 - 2012
Job Vice President of Client Services at ModernIR
Industry Capital Markets
Experience
ModernIR July 2012 - Present
The Stock Trader's Dictionary 2012 - Present
Kaufman Bros. 2009 - 2012
Needham & Company 2005 - 2009
Bank of America 2000 - 2004
Wedbush Securities 1995 - 2000
Skills
Trading, Equities, Series 63, Bloomberg, Hedge Funds, Series 7, Equity Research, Equity Trading, FINRA, Economics, Securities, Trading Systems, Investor Relations, Investments, Financial Markets, Investment Banking, Electronic Trading, Market Structure, Market Microstructure, Market Making, Sales Trading
Education
University of Southern California 1992 — 1994
MA, Economics
University of California, Irvine 1985 — 1989
BA, Economics
ModernIR July 2012 - Present
The Stock Trader's Dictionary 2012 - Present
Kaufman Bros. 2009 - 2012
Needham & Company 2005 - 2009
Bank of America 2000 - 2004
Wedbush Securities 1995 - 2000
Skills
Trading, Equities, Series 63, Bloomberg, Hedge Funds, Series 7, Equity Research, Equity Trading, FINRA, Economics, Securities, Trading Systems, Investor Relations, Investments, Financial Markets, Investment Banking, Electronic Trading, Market Structure, Market Microstructure, Market Making, Sales Trading
Education
University of Southern California 1992 — 1994
MA, Economics
University of California, Irvine 1985 — 1989
BA, Economics
Peter Jacobson's Kaufman Bros. Experience 2009 - 2012
Job IT Managed Services for SMBs New Jersey / NY
Industry Information Technology and Services
Experience
Powersolution November 2014 - Present
Inertech Systems October 2013 - October 2014
BRUNS-PAK Data Center Solutions February 2012 - October 2013
Kaufman Bros. 2009 - 2012
Kaufman Bros. 1998 - 2007
IBM Services 1988 - 1998
Skills
IT Sales, Solution Selling, Managed Services, Business Development, Data Center, Outsourcing, Cloud Computing, SaaS, Integration, Disaster Recovery, Strategic Partnerships, Enterprise Software, Strategy
Education
New York University, Stern School of Business
Post Graduate Studies in Financial Management
University of Rhode Island
Master of Business Administration (M.B.A.)
University of Denver
B.S. Mechanical Engineering
Powersolution November 2014 - Present
Inertech Systems October 2013 - October 2014
BRUNS-PAK Data Center Solutions February 2012 - October 2013
Kaufman Bros. 2009 - 2012
Kaufman Bros. 1998 - 2007
IBM Services 1988 - 1998
Skills
IT Sales, Solution Selling, Managed Services, Business Development, Data Center, Outsourcing, Cloud Computing, SaaS, Integration, Disaster Recovery, Strategic Partnerships, Enterprise Software, Strategy
Education
New York University, Stern School of Business
Post Graduate Studies in Financial Management
University of Rhode Island
Master of Business Administration (M.B.A.)
University of Denver
B.S. Mechanical Engineering