KBW Company
Industry: Investment banking company
DescriptionKeefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector. Parent organization: Stifel Headquarters: New York City, NY Founded: 1962 Number of employees: 585 (2010) Key people: Thomas B. Michaud, Andrew M. Senchak Subsidiaries: Keefe Bruyette & Woods Ltd,
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KBW Employees
Employee
Years
Job
Industry
Danielle Weathers Danielle Weathers's KBW Experience August 1998 - March 2000
Job Actor/Writer/Director/AEA
Industry Performing Arts
Experience
Nike August 2009 - March 2012
Nike February 2006 - August 2009
Nike July 2004 - February 2006
Independent Film Channel, New York, NY September 2003 - May 2004
Nickelodeon May 2002 - September 2003
Nickelodeon March 2000 - May 2002
KBW August 1998 - March 2000
Skills
Customer Service, Event Management, Management, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Marketing, Marketing Strategy
Education
Circle in the Square Theater School 1993 — 1996
Eastern Oregon University 1990 — 1993
Theatre/Theater
Grant High School, Portland, OR 1985 — 1986
Cleveland High School, Portland, OR 1982 — 1985
Nike August 2009 - March 2012
Nike February 2006 - August 2009
Nike July 2004 - February 2006
Independent Film Channel, New York, NY September 2003 - May 2004
Nickelodeon May 2002 - September 2003
Nickelodeon March 2000 - May 2002
KBW August 1998 - March 2000
Skills
Customer Service, Event Management, Management, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Marketing, Marketing Strategy
Education
Circle in the Square Theater School 1993 — 1996
Eastern Oregon University 1990 — 1993
Theatre/Theater
Grant High School, Portland, OR 1985 — 1986
Cleveland High School, Portland, OR 1982 — 1985
Jennifer Cabarcas Jennifer Cabarcas's KBW Experience October 2001 - June 2007
Job Licensed Real Estate Salesperson at Exit Realty Search
Industry Real Estate
Experience
Self-employed January 2011 - Present
North Manhattan Construction July 2007 - December 2009
KBW October 2001 - June 2007
Skills
Buyer Representation, Listings, First Time Home Buyers, Customer Service, Spanish-speaking, Negotiation, Real Estate Transactions, Residential Homes, Single Family Homes, Commercial Real Estate, Investment Properties, Real Estate, Foreclosures, Relocation
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
Self-employed January 2011 - Present
North Manhattan Construction July 2007 - December 2009
KBW October 2001 - June 2007
Skills
Buyer Representation, Listings, First Time Home Buyers, Customer Service, Spanish-speaking, Negotiation, Real Estate Transactions, Residential Homes, Single Family Homes, Commercial Real Estate, Investment Properties, Real Estate, Foreclosures, Relocation
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
Holly Wu's KBW Experience February 2011 - March 2014
Job Summer Associate at Guggenheim Partners
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business August 2015 - Present
Columbia Business School August 2014 - Present
Guggenheim Partners June 2015 - August 2015
Collective[i] April 2015 - May 2015
KBW February 2011 - March 2014
New York University September 2007 - January 2011
PricewaterhouseCoopers June 2010 - August 2010
Skills
Bloomberg, Valuation, Investment Banking, Mergers & Acquisitions, Asset Management, Capital IQ, Wealth Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA) Exchange Program
New York University - Leonard N. Stern School of Business 2007 — 2011
BS, Finance
University of California, Berkeley, Haas School of Business August 2015 - Present
Columbia Business School August 2014 - Present
Guggenheim Partners June 2015 - August 2015
Collective[i] April 2015 - May 2015
KBW February 2011 - March 2014
New York University September 2007 - January 2011
PricewaterhouseCoopers June 2010 - August 2010
Skills
Bloomberg, Valuation, Investment Banking, Mergers & Acquisitions, Asset Management, Capital IQ, Wealth Management
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA) Exchange Program
New York University - Leonard N. Stern School of Business 2007 — 2011
BS, Finance
Ki Bin Kim, CFA Ki Bin Kim, CFA's KBW Experience September 2012 - December 2012
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2013 - Present
KBW September 2012 - December 2012
Macquarie Bank September 2008 - August 2012
Credit Suisse May 2007 - September 2008
JPMorgan Chase/Security Capital Research & Management May 2003 - May 2007
Skills
Investments, Credit, Securities, Equities, Corporate Finance, Capital Markets, Mergers & Acquisitions, Equity Research, Asset Management, Real Estate, REIT, Accounting, Valuation, Capital, Finance, Financial Services, Mutual Funds, Financial Analysis, Portfolio Management, Financial Markets, Financial Modeling, Risk Management, Real Estate Economics, Equity Valuation, Alternative Investments, Investment Strategies, DCF, Investment Management, Hedge Funds, Bloomberg, Business Valuation, Investment Banking, Due Diligence
Education
DePaul University 2001 — 2003
BS, Finance Honors Program
SunTrust Robinson Humphrey April 2013 - Present
KBW September 2012 - December 2012
Macquarie Bank September 2008 - August 2012
Credit Suisse May 2007 - September 2008
JPMorgan Chase/Security Capital Research & Management May 2003 - May 2007
Skills
Investments, Credit, Securities, Equities, Corporate Finance, Capital Markets, Mergers & Acquisitions, Equity Research, Asset Management, Real Estate, REIT, Accounting, Valuation, Capital, Finance, Financial Services, Mutual Funds, Financial Analysis, Portfolio Management, Financial Markets, Financial Modeling, Risk Management, Real Estate Economics, Equity Valuation, Alternative Investments, Investment Strategies, DCF, Investment Management, Hedge Funds, Bloomberg, Business Valuation, Investment Banking, Due Diligence
Education
DePaul University 2001 — 2003
BS, Finance Honors Program
Martin Fallon's KBW Experience June 2012 - May 2013
Job Growth and Strategy Advisor at Wellable, Inc.
Industry Hospital & Health Care
Experience
Wellable, Inc. October 2013 - Present
Omnivel, LLC July 2013 - Present
KBW June 2012 - May 2013
Merrill Lynch January 2011 - April 2011
EZSoft, Inc. May 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Photoshop, Java, FactoryTalk, Microsoft Office
Education
Boston College 2009 — 2012
Bachelor of Science (BS), Finance, General
Wellable, Inc. October 2013 - Present
Omnivel, LLC July 2013 - Present
KBW June 2012 - May 2013
Merrill Lynch January 2011 - April 2011
EZSoft, Inc. May 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Photoshop, Java, FactoryTalk, Microsoft Office
Education
Boston College 2009 — 2012
Bachelor of Science (BS), Finance, General
Parker McClure Parker McClure's KBW Experience June 2011 - August 2011
Job Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs December 2014 - Present
Douglas C. Lane & Associates, Inc. April 2014 - November 2014
Douglas C. Lane & Associates, Inc. June 2012 - April 2014
KBW June 2011 - August 2011
KBW June 2010 - August 2010
F.O. Goldthwaite's General Store June 2009 - August 2009
Skills
Investment Banking, Finance
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Goldman Sachs December 2014 - Present
Douglas C. Lane & Associates, Inc. April 2014 - November 2014
Douglas C. Lane & Associates, Inc. June 2012 - April 2014
KBW June 2011 - August 2011
KBW June 2010 - August 2010
F.O. Goldthwaite's General Store June 2009 - August 2009
Skills
Investment Banking, Finance
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Ryan Tomasello's KBW Experience June 2013 - Present
Job Assistant Vice President Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bucknell University August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Economics, Data Analysis, Analysis, Financial Accounting, Investment Banking, Investments, Financial Analysis, Valuation, Due Diligence, Series 7, Series 86, Series 87, Series 79, Series 63
Education
Bucknell University 2008 — 2012
BSBA, Accounting, Economics, 4.0/4.0
Morris Catholic High School 2004 — 2008
High School Diploma
KBW June 2013 - Present
Bank of America Merrill Lynch July 2012 - June 2013
Bucknell University August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Economics, Data Analysis, Analysis, Financial Accounting, Investment Banking, Investments, Financial Analysis, Valuation, Due Diligence, Series 7, Series 86, Series 87, Series 79, Series 63
Education
Bucknell University 2008 — 2012
BSBA, Accounting, Economics, 4.0/4.0
Morris Catholic High School 2004 — 2008
High School Diploma
Bruce Goldstein Bruce Goldstein's KBW Experience February 1997 - September 2001
Job Managing Partner at Alhambra Circle Partners
Industry Investment Banking
Experience
Alhambra Circle Partners May 2015 - Present
iFinanceWorld August 2014 - Present
Middlemarch Partners August 2011 - May 2015
Payment Card Services January 2009 - August 2011
BSG Capital, LLC June 2003 - August 2011
Cash Yes Card January 2006 - January 2009
Milestone Advisors January 2002 - June 2003
KBW February 1997 - September 2001
Sandler O'Neill October 1988 - February 1997
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Accounting
Tulane University
Bachelor's degree, Economics
Alhambra Circle Partners May 2015 - Present
iFinanceWorld August 2014 - Present
Middlemarch Partners August 2011 - May 2015
Payment Card Services January 2009 - August 2011
BSG Capital, LLC June 2003 - August 2011
Cash Yes Card January 2006 - January 2009
Milestone Advisors January 2002 - June 2003
KBW February 1997 - September 2001
Sandler O'Neill October 1988 - February 1997
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Accounting
Tulane University
Bachelor's degree, Economics
Christina Kovar Christina Kovar's KBW Experience June 2014 - August 2014
Job Volcker Compliance Analyst at Barclays
Industry
Experience
Barclays July 2015 - Present
KBW June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Social Networking, Facebook, Teamwork, Event Planning
Education
Colgate University 2011 — 2015
Bachelor's Degree, Economics
Barclays July 2015 - Present
KBW June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research, Social Networking, Facebook, Teamwork, Event Planning
Education
Colgate University 2011 — 2015
Bachelor's Degree, Economics
James Canner James Canner's KBW Experience June 2014 - Present
Job Investment Banking Associate at Keefe, Bruyette & Woods
Industry Financial Services
Experience
KBW June 2014 - Present
RBC Capital Markets August 2013 - June 2014
Southwest Generation May 2012 - August 2013
J.P. Morgan June 2011 - August 2011
NBCUniversal, Inc. 2006 - 2010
Skills
Financial Modeling, Valuation, Market Research, Due Diligence, Microsoft Office, Financial Analysis, Private Equity, Investments, Bloomberg, Management, Capital Markets, Hedge Funds, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Asset Management, Equities
Education
Williams College 2002 — 2006
Bachelor of Arts, English and History
University of Notre Dame 2010 — 2012
MBA, Finance and Investments
Deerfield Academy 1999 — 2002
KBW June 2014 - Present
RBC Capital Markets August 2013 - June 2014
Southwest Generation May 2012 - August 2013
J.P. Morgan June 2011 - August 2011
NBCUniversal, Inc. 2006 - 2010
Skills
Financial Modeling, Valuation, Market Research, Due Diligence, Microsoft Office, Financial Analysis, Private Equity, Investments, Bloomberg, Management, Capital Markets, Hedge Funds, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Asset Management, Equities
Education
Williams College 2002 — 2006
Bachelor of Arts, English and History
University of Notre Dame 2010 — 2012
MBA, Finance and Investments
Deerfield Academy 1999 — 2002
Marcus Vanberkel's KBW Experience June 2012 - August 2012
Job Insurance Analyst at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management November 2013 - Present
The Hanover Insurance Group June 2013 - November 2013
KBW June 2012 - August 2012
Dexter-Southfield Schools May 2011 - August 2011
Synclive.com May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Mac, Tennis, PC, Microsoft Access, Financial Analysis, Data Analysis
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Law
Episcopal High School of Jacksonville 2002 — 2009
Boston University London
Deutsche Asset Management November 2013 - Present
The Hanover Insurance Group June 2013 - November 2013
KBW June 2012 - August 2012
Dexter-Southfield Schools May 2011 - August 2011
Synclive.com May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Mac, Tennis, PC, Microsoft Access, Financial Analysis, Data Analysis
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Law
Episcopal High School of Jacksonville 2002 — 2009
Boston University London
John Van Siclen John Van Siclen's KBW Experience July 2013 - Present
Job IB Analyst at KBW
Industry Investment Banking
Experience
KBW July 2013 - Present
KBW June 2012 - August 2012
Martin Dawes Analytics June 2011 - August 2011
Education
Amherst College 2009 — 2013
Bachelor's Degree, Economics and Environmental Studies
KBW July 2013 - Present
KBW June 2012 - August 2012
Martin Dawes Analytics June 2011 - August 2011
Education
Amherst College 2009 — 2013
Bachelor's Degree, Economics and Environmental Studies
Helen Davidson Helen Davidson's KBW Experience June 1994 - January 2006
Job Retired CFO
Industry Nonprofit Organization Management
Experience
Make-A-Wish Foundation of Ohio, Kentucky and Indiana January 2006 - July 2014
KBW June 1994 - January 2006
Skills
Strategic Planning, Fundraising, Nonprofits, Process Improvement, Event Planning, Volunteer Management, Management, Team Building, Event Management, Public Speaking, Microsoft Office, Leadership, Budgets, Internal Controls
Education
Bowling Green State University
B.S., Dual Major: Accounting and Information Systems
Make-A-Wish Foundation of Ohio, Kentucky and Indiana January 2006 - July 2014
KBW June 1994 - January 2006
Skills
Strategic Planning, Fundraising, Nonprofits, Process Improvement, Event Planning, Volunteer Management, Management, Team Building, Event Management, Public Speaking, Microsoft Office, Leadership, Budgets, Internal Controls
Education
Bowling Green State University
B.S., Dual Major: Accounting and Information Systems
Brian Furbish Brian Furbish's KBW Experience June 1982 - April 2011
Job Private Investor
Industry Insurance
Experience
Private Investor January 2013 - Present
Back9Network, Inc. 2011 - 2013
Meyer-Chatfield April 2011 - December 2012
KBW June 1982 - April 2011
Skills
Capital Markets, Insurance, Banking, Bonds, Investments, Credit Analysis, Equities, Series 7, Asset Management, Private Equity, Alternative Investments
Education
Amherst College 1978 — 1982
Bachelors Degree, Economics
Private Investor January 2013 - Present
Back9Network, Inc. 2011 - 2013
Meyer-Chatfield April 2011 - December 2012
KBW June 1982 - April 2011
Skills
Capital Markets, Insurance, Banking, Bonds, Investments, Credit Analysis, Equities, Series 7, Asset Management, Private Equity, Alternative Investments
Education
Amherst College 1978 — 1982
Bachelors Degree, Economics
August Widmer's KBW Experience March 2014 - April 2015
Job Analyst at Patriot Financial Partners, L.P.
Industry Venture Capital & Private Equity
Experience
Patriot Financial Partners, L.P. April 2015 - Present
KBW March 2014 - April 2015
WashingtonFirst Bank July 2013 - March 2014
Ferguson Center for Public Speaking September 2011 - May 2013
Zirkin-Cutler Investments May 2012 - August 2012
Camp Sea Gull and Camp Seafarer May 2011 - August 2011
Education
Hampden-Sydney College 2009 — 2013
Bachelor of Arts (B.A.), History
Patriot Financial Partners, L.P. April 2015 - Present
KBW March 2014 - April 2015
WashingtonFirst Bank July 2013 - March 2014
Ferguson Center for Public Speaking September 2011 - May 2013
Zirkin-Cutler Investments May 2012 - August 2012
Camp Sea Gull and Camp Seafarer May 2011 - August 2011
Education
Hampden-Sydney College 2009 — 2013
Bachelor of Arts (B.A.), History
Mitch Boucher Mitch Boucher's KBW Experience June 2011 - August 2011
Job Senior Analyst at Raider Hill Advisors
Industry Financial Services
Experience
Manning & Napier Advisors May 2013 - August 2014
Manning & Napier Advisors June 2012 - May 2013
KBW June 2011 - August 2011
FTI Consulting April 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Cornhill Navigation May 2009 - August 2010
Colgate University September 2009 - May 2010
Skills
Equity Research, Investments, Financial Analysis, Economics, Financial Modeling, Valuation, Data Analysis, Equities, Statistics, Macroeconomics, Quantitative Analytics, Hedge Funds, Microsoft Word, Market Research, Analysis
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Manning & Napier Advisors May 2013 - August 2014
Manning & Napier Advisors June 2012 - May 2013
KBW June 2011 - August 2011
FTI Consulting April 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Cornhill Navigation May 2009 - August 2010
Colgate University September 2009 - May 2010
Skills
Equity Research, Investments, Financial Analysis, Economics, Financial Modeling, Valuation, Data Analysis, Equities, Statistics, Macroeconomics, Quantitative Analytics, Hedge Funds, Microsoft Word, Market Research, Analysis
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Griff Cannon Griff Cannon's KBW Experience June 2011 - September 2011
Job Assurance Associate at Burr Pilger Mayer (BPM)
Industry Accounting
Experience
Burr Pilger Mayer (BPM) November 2014 - Present
US Bank February 2012 - August 2014
KBW June 2011 - September 2011
Skills
Equities, Economics, Microsoft Excel, Securities, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments
Education
University of Washington 2013 — 2014
Certificate in Accounting
Colgate University 2007 — 2011
Bachelor of Arts, Economics
Burr Pilger Mayer (BPM) November 2014 - Present
US Bank February 2012 - August 2014
KBW June 2011 - September 2011
Skills
Equities, Economics, Microsoft Excel, Securities, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments
Education
University of Washington 2013 — 2014
Certificate in Accounting
Colgate University 2007 — 2011
Bachelor of Arts, Economics
Michael Slade's KBW Experience December 2010 - June 2013
Job Associate at River Branch Holdings LLC
Industry Investment Management
Experience
River Branch Holdings LLC June 2014 - Present
River Branch Holdings LLC June 2013 - June 2014
KBW December 2010 - June 2013
Skills
Corporate Finance, Valuation, Investment Banking, Financial Modeling, Private Equity, DCF, Equity Research, Bloomberg, Equity Valuation, Capital Markets
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance and Accounting
River Branch Holdings LLC June 2014 - Present
River Branch Holdings LLC June 2013 - June 2014
KBW December 2010 - June 2013
Skills
Corporate Finance, Valuation, Investment Banking, Financial Modeling, Private Equity, DCF, Equity Research, Bloomberg, Equity Valuation, Capital Markets
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BS), Finance and Accounting
Noah Lynd Noah Lynd's KBW Experience April 2014 - August 2014
Job Business Development at Cruz Bay Custom, Inc.
Industry Mechanical or Industrial Engineering
Experience
Cruz Bay Custom, Inc. July 2015 - Present
Kingswood Oxford School January 2015 - Present
KBW April 2014 - August 2014
Mascoma Corp. 2012 - 2013
Skills
R&D, Microsoft Office, Microsoft Excel, Financial Modeling, Aspen Plus, Matlab, SQL, Analysis, Data Analysis, Microsoft Word, Event Planning
Education
Dartmouth College 2011 — 2013
Bachelor of Engineering (BEng), Engineering
Bates College 2007 — 2011
Bachelor of Science (BS), Physics
Cruz Bay Custom, Inc. July 2015 - Present
Kingswood Oxford School January 2015 - Present
KBW April 2014 - August 2014
Mascoma Corp. 2012 - 2013
Skills
R&D, Microsoft Office, Microsoft Excel, Financial Modeling, Aspen Plus, Matlab, SQL, Analysis, Data Analysis, Microsoft Word, Event Planning
Education
Dartmouth College 2011 — 2013
Bachelor of Engineering (BEng), Engineering
Bates College 2007 — 2011
Bachelor of Science (BS), Physics
Naomi Castaño's KBW Experience January 1996 - September 1998
Job Executive Administrative Assistant at The Mill
Industry Marketing and Advertising
Experience
The Mill April 2015 - Present
Coty January 2014 - January 2015
BIG EAST Conference September 2013 - January 2014
Martin Williams November 2010 - June 2013
Graves Hospitality Corporation February 2007 - November 2010
Fallon July 2002 - February 2007
Crate & Barrel April 2001 - June 2002
Ogilvy & Mather September 1999 - August 2000
KBW January 1996 - September 1998
Skills
Client Relations Skills, Human Resources &..., Account Management &..., Extensive Travel..., Heavy Calendar..., Extremely Organized, Adaptable, Reliable, Highly Dedicated, Meticulous, Reception Relief, Troubleshooting, Technically Competent, Notary Public, Coordinating onsite and..., Proficient in standard..., Management, Account Management, Human Resources, Sales, Advertising
Education
Fordham University
Bachelor of Arts (B.A.), Psychology
The Mill April 2015 - Present
Coty January 2014 - January 2015
BIG EAST Conference September 2013 - January 2014
Martin Williams November 2010 - June 2013
Graves Hospitality Corporation February 2007 - November 2010
Fallon July 2002 - February 2007
Crate & Barrel April 2001 - June 2002
Ogilvy & Mather September 1999 - August 2000
KBW January 1996 - September 1998
Skills
Client Relations Skills, Human Resources &..., Account Management &..., Extensive Travel..., Heavy Calendar..., Extremely Organized, Adaptable, Reliable, Highly Dedicated, Meticulous, Reception Relief, Troubleshooting, Technically Competent, Notary Public, Coordinating onsite and..., Proficient in standard..., Management, Account Management, Human Resources, Sales, Advertising
Education
Fordham University
Bachelor of Arts (B.A.), Psychology
Harold S. Kleinman Harold S. Kleinman's KBW Experience November 2012 - March 2013
Job Emerging Business Group Staff at Gray, Gray & Gray
Industry Accounting
Experience
Gray, Gray & Gray September 2015 - Present
KBW November 2012 - March 2013
Quinnipiac University Polling Institute May 2010 - May 2011
Policy Studies Institute 2008 - 2008
Skills
Microsoft Office, Internal Audit, Economics, Bloomberg, Bloomberg Terminal, Adobe Acrobat, Policy Analysis, Accounting, General Ledger, Political Science, Research, Green Fiscal Policy, iWork, Pershing NETX360, Public Policy, Conducting Interviews, SOX 404, Tax Policy, International Relations..., forensic accounting, Forensic Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Microsoft Excel
Education
Boston College 2013 — 2014
Master's Degree, Accounting, 3.6
Fairfield University 2012 — 2013
Accounting Certificate Program, Accounting, 3.8
Boston University 2005 — 2009
Bachelor of Arts (BA), Economics, International Relations, 3.4
Fairfield Warde High School 2001 — 2005
High School
Gray, Gray & Gray September 2015 - Present
KBW November 2012 - March 2013
Quinnipiac University Polling Institute May 2010 - May 2011
Policy Studies Institute 2008 - 2008
Skills
Microsoft Office, Internal Audit, Economics, Bloomberg, Bloomberg Terminal, Adobe Acrobat, Policy Analysis, Accounting, General Ledger, Political Science, Research, Green Fiscal Policy, iWork, Pershing NETX360, Public Policy, Conducting Interviews, SOX 404, Tax Policy, International Relations..., forensic accounting, Forensic Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Microsoft Excel
Education
Boston College 2013 — 2014
Master's Degree, Accounting, 3.6
Fairfield University 2012 — 2013
Accounting Certificate Program, Accounting, 3.8
Boston University 2005 — 2009
Bachelor of Arts (BA), Economics, International Relations, 3.4
Fairfield Warde High School 2001 — 2005
High School
Anton Schutz, Jr. Anton Schutz, Jr.'s KBW Experience June 2014 - August 2014
Job Summer Intern at Patriot Financial Partners, L.P.
Industry Financial Services
Experience
Patriot Financial Partners, L.P. June 2015 - Present
KBW June 2014 - August 2014
Mendon Capital Advisors June 2012 - August 2013
Skills
Equity Research, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Financial Analysis
Education
Furman University 2012 — 2016
Bachelor's Degree, Business, Economics
Patriot Financial Partners, L.P. June 2015 - Present
KBW June 2014 - August 2014
Mendon Capital Advisors June 2012 - August 2013
Skills
Equity Research, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Financial Analysis
Education
Furman University 2012 — 2016
Bachelor's Degree, Business, Economics
Carl Petrigno Carl Petrigno's KBW Experience September 2010 - July 2013
Job Financial Analyst / Accountant
Industry Financial Services
Experience
Keefe Bruyette & Woods a Stifel Company May 2015 - Present
Merus Capital Partners, LLC May 2014 - Present
City Harvest November 2013 - April 2014
KBW September 2010 - July 2013
Skills
Cash Flow, Budgets, Financial Statements, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Investments, Bloomberg, Investment Banking, Accounting, Auditing, Banking, Corporate Finance, Credit, Equities, Finance, Financial Analysis, Financial Reporting, Internal Controls, Invoicing, SEC filings, Sarbanes-Oxley, Tax, Financial Accounting, US GAAP, Forecasting, Accounts Receivable, Accounts Payable, Microsoft Excel, Journal Entries
Education
Iona College 2006 — 2010
BBA, Business Adminstration
Keefe Bruyette & Woods a Stifel Company May 2015 - Present
Merus Capital Partners, LLC May 2014 - Present
City Harvest November 2013 - April 2014
KBW September 2010 - July 2013
Skills
Cash Flow, Budgets, Financial Statements, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Investments, Bloomberg, Investment Banking, Accounting, Auditing, Banking, Corporate Finance, Credit, Equities, Finance, Financial Analysis, Financial Reporting, Internal Controls, Invoicing, SEC filings, Sarbanes-Oxley, Tax, Financial Accounting, US GAAP, Forecasting, Accounts Receivable, Accounts Payable, Microsoft Excel, Journal Entries
Education
Iona College 2006 — 2010
BBA, Business Adminstration
Elle Smith Elle Smith's KBW Experience March 2008 - September 2013
Job Food Industry writer/editor who plans to win over the hearts of all who love baked goods.
Industry Writing and Editing
Experience
The Chefs Connection 2014 - Present
KBW March 2008 - September 2013
SIFMA February 2005 - May 2007
SIFMA August 2004 - February 2005
Skills
Baking and Pastry, Editing, Writing, WordPress, Mac & PC platforms, Microsoft Office, Bloomberg, Navision, Microsoft Dynamics SL, Banking, Adobe Acrobat, Accounting, Equities, Invoicing, Accounts Payable, Management
Education
Institute of Culinary Education 2014 — 2014
Diploma Program, Baking and Pastry Arts/Baker/Pastry Chef
Marywood University 2001 — 2002
Interior Design/Architecture
The Chefs Connection 2014 - Present
KBW March 2008 - September 2013
SIFMA February 2005 - May 2007
SIFMA August 2004 - February 2005
Skills
Baking and Pastry, Editing, Writing, WordPress, Mac & PC platforms, Microsoft Office, Bloomberg, Navision, Microsoft Dynamics SL, Banking, Adobe Acrobat, Accounting, Equities, Invoicing, Accounts Payable, Management
Education
Institute of Culinary Education 2014 — 2014
Diploma Program, Baking and Pastry Arts/Baker/Pastry Chef
Marywood University 2001 — 2002
Interior Design/Architecture
Alexandra Dowling's KBW Experience January 2002 - March 2009
Job Executive Assistant to the CEO
Industry Internet
Experience
Levo League May 2014 - Present
McKinsey & Company August 2012 - March 2014
General Motors January 2011 - July 2012
CanAm Enterprises July 2009 - December 2010
KBW January 2002 - March 2009
Skills
Microsoft Office, Coordination, Planning, Word, Excel, PowerPoint, Coaching, Budgeting, Mac, Access, English, Market Research, Event Planning, Social Media, Windows, Event Management, Photoshop, Outlook, Production, Lotus Notes, Gatekeepers, Headcount, Personnel Development, Adobe Creative Suite, Adobe Acrobat, Filemaker Pro, SharePoint, Budgets, Microsoft Excel, Management, Office Management, Social Networking, Public Relations, Editing, Cross-functional Team..., Performance Management, Sales, Human Resources, Management Consulting, Data Analysis, Employee Relations, Recruiting, Research, Fundraising, Project Management, Administrative..., Public Speaking, Administration, Training, Marketing
Education
Bloomfield College 1996 — 2000
Publishing, Digital design
Levo League May 2014 - Present
McKinsey & Company August 2012 - March 2014
General Motors January 2011 - July 2012
CanAm Enterprises July 2009 - December 2010
KBW January 2002 - March 2009
Skills
Microsoft Office, Coordination, Planning, Word, Excel, PowerPoint, Coaching, Budgeting, Mac, Access, English, Market Research, Event Planning, Social Media, Windows, Event Management, Photoshop, Outlook, Production, Lotus Notes, Gatekeepers, Headcount, Personnel Development, Adobe Creative Suite, Adobe Acrobat, Filemaker Pro, SharePoint, Budgets, Microsoft Excel, Management, Office Management, Social Networking, Public Relations, Editing, Cross-functional Team..., Performance Management, Sales, Human Resources, Management Consulting, Data Analysis, Employee Relations, Recruiting, Research, Fundraising, Project Management, Administrative..., Public Speaking, Administration, Training, Marketing
Education
Bloomfield College 1996 — 2000
Publishing, Digital design
Frederick Cannon Frederick Cannon's KBW Experience May 2003 - Present
Job Director of Research at KBW
Industry Investment Banking
Experience
KBW May 2003 - Present
California Federal Bank 1999 - 2003
Bank of America 1982 - 1998
Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Modeling, Series 7, Investments, Series 63, Securities, Financial Analysis, Investor Relations, Equity Valuation
Education
Cornell University 1979 — 1981
M.S., Agricultural Economics
University of California, Davis 1974 — 1978
BS, Agricultural Economics
KBW May 2003 - Present
California Federal Bank 1999 - 2003
Bank of America 1982 - 1998
Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Modeling, Series 7, Investments, Series 63, Securities, Financial Analysis, Investor Relations, Equity Valuation
Education
Cornell University 1979 — 1981
M.S., Agricultural Economics
University of California, Davis 1974 — 1978
BS, Agricultural Economics
Kenneth Popeleski Kenneth Popeleski's KBW Experience January 2004 - December 2005
Job Divisional Financial Officer at AIX/Hanover Insurance Company
Industry Insurance
Experience
AIX/Hanover Insurance Company April 2009 - Present
The Hanover Insurance Group January 2007 - March 2009
The Hanover Insurance Group January 2006 - December 2006
KBW January 2004 - December 2005
Morgan Stanley January 2001 - June 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Economics, Investments, Insurance, Due Diligence, Financial Planning, Private Equity, Mergers, Business Strategy, Strategic Financial..., Finance, Corporate Development, Equity Research, Investment Banking, Financial Services, Underwriting, Equity Valuation, Equities
Education
The University of Connecticut School of Business 2002 — 2003
MBA, Finance
Lehigh University - College of Business and Economics 1996 — 2000
BS, Economics
AIX/Hanover Insurance Company April 2009 - Present
The Hanover Insurance Group January 2007 - March 2009
The Hanover Insurance Group January 2006 - December 2006
KBW January 2004 - December 2005
Morgan Stanley January 2001 - June 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Economics, Investments, Insurance, Due Diligence, Financial Planning, Private Equity, Mergers, Business Strategy, Strategic Financial..., Finance, Corporate Development, Equity Research, Investment Banking, Financial Services, Underwriting, Equity Valuation, Equities
Education
The University of Connecticut School of Business 2002 — 2003
MBA, Finance
Lehigh University - College of Business and Economics 1996 — 2000
BS, Economics
Courtenay Kane Courtenay Kane's KBW Experience July 2011 - June 2012
Job Account Director at OTAS Technologies
Industry Financial Services
Experience
OTAS Technologies August 2013 - Present
KBW July 2011 - June 2012
Morgan Stanley March 2011 - July 2011
Nomura Securities May 2006 - May 2009
Nomura Securities July 2004 - May 2006
RBC Dain Rauscher February 2003 - July 2004
E*TRADE Financial April 2001 - December 2002
Skills
FINRA, Bloomberg, Equities, Series 7, Trading, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Analysis, Fixed Income, Securities, Financial Modeling, Investor Relations, Competitive Analysis, Hedge Funds, Series 63, Equity Trading, Options, Electronic Trading, Trading Systems, Emerging Markets, Bloomberg Terminal, Risk Management, Asset Management, Strategy
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
University of California, Santa Cruz 1996 — 2000
BA, Global Economics
OTAS Technologies August 2013 - Present
KBW July 2011 - June 2012
Morgan Stanley March 2011 - July 2011
Nomura Securities May 2006 - May 2009
Nomura Securities July 2004 - May 2006
RBC Dain Rauscher February 2003 - July 2004
E*TRADE Financial April 2001 - December 2002
Skills
FINRA, Bloomberg, Equities, Series 7, Trading, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Analysis, Fixed Income, Securities, Financial Modeling, Investor Relations, Competitive Analysis, Hedge Funds, Series 63, Equity Trading, Options, Electronic Trading, Trading Systems, Emerging Markets, Bloomberg Terminal, Risk Management, Asset Management, Strategy
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
University of California, Santa Cruz 1996 — 2000
BA, Global Economics
Andrew Dietz Andrew Dietz's KBW Experience September 2010 - January 2012
Job Institutional Marketing for Merchant Banking & Real Estate Investing
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
ASB Capital Management March 2012 - May 2014
KBW September 2010 - January 2012
Eastdil Secured November 2003 - June 2010
Credit Suisse July 2000 - July 2003
Skills
Private Equity, Investment Management, Equities
Education
Yale School of Management 1996 — 1998
MBA, Finance
Brandeis University 1988 — 1992
BA, Political Science
Morgan Stanley June 2014 - Present
ASB Capital Management March 2012 - May 2014
KBW September 2010 - January 2012
Eastdil Secured November 2003 - June 2010
Credit Suisse July 2000 - July 2003
Skills
Private Equity, Investment Management, Equities
Education
Yale School of Management 1996 — 1998
MBA, Finance
Brandeis University 1988 — 1992
BA, Political Science
McMillan, Quentin's KBW Experience September 2015 - Present
Job Director P&C Insurance Analyst KBW
Industry Financial Services
Experience
KBW September 2015 - Present
Morgan Stanley July 2011 - September 2015
Columbia Business School August 2009 - June 2011
Morgan Stanley 2010 - 2010
Canaccord/Adams May 2006 - August 2009
Fulcrum Global Partners 2005 - 2007
Education
Columbia University - Columbia Business School 2009 — 2011
Boston College 2000 — 2004
BS, Finance, Economics
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Finance, Accounting and Strategy
KBW September 2015 - Present
Morgan Stanley July 2011 - September 2015
Columbia Business School August 2009 - June 2011
Morgan Stanley 2010 - 2010
Canaccord/Adams May 2006 - August 2009
Fulcrum Global Partners 2005 - 2007
Education
Columbia University - Columbia Business School 2009 — 2011
Boston College 2000 — 2004
BS, Finance, Economics
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
Finance, Accounting and Strategy
Katrina Young Katrina Young's KBW Experience June 2010 - August 2010
Job Receptionist/Office Manager at Coatue Management
Industry Investment Management
Experience
Coatue Management February 2013 - Present
The Roosevelt Investment Group October 2011 - January 2013
UBS February 2011 - April 2011
KBW June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Organization, Facebook, OS X, Marketing, Data Entry, Bloomberg, Social Networking, Social Media, Financial Analysis, Research, Customer Service, Event Planning
Education
Fairfield University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Coatue Management February 2013 - Present
The Roosevelt Investment Group October 2011 - January 2013
UBS February 2011 - April 2011
KBW June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Organization, Facebook, OS X, Marketing, Data Entry, Bloomberg, Social Networking, Social Media, Financial Analysis, Research, Customer Service, Event Planning
Education
Fairfield University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Doug Doucette Doug Doucette's KBW Experience September 2014 - Present
Job Associate at KBW
Industry Financial Services
Experience
KBW September 2014 - Present
Evercore Partners July 2012 - September 2014
BNY Mellon June 2010 - August 2010
Skills
Valuation, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Excel, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Bloomberg, Alternative Investments
Education
Bucknell University 2008 — 2012
Bachelor's, Economics
KBW September 2014 - Present
Evercore Partners July 2012 - September 2014
BNY Mellon June 2010 - August 2010
Skills
Valuation, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Excel, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Bloomberg, Alternative Investments
Education
Bucknell University 2008 — 2012
Bachelor's, Economics
Bradley Stefanski Bradley Stefanski's KBW Experience June 2012 - August 2012
Job Attended Colgate university
Industry
Experience
KBW June 2012 - August 2012
Third Federal Savings 2009 - 2011
Education
Colgate university 2009 — 2013
Bachelor of Arts (BA), Sociology and Economics
Anglo-American University, Prague 2011 — 2011
KBW June 2012 - August 2012
Third Federal Savings 2009 - 2011
Education
Colgate university 2009 — 2013
Bachelor of Arts (BA), Sociology and Economics
Anglo-American University, Prague 2011 — 2011
Ryan Kum Ryan Kum's KBW Experience February 2012 - July 2012
Job Senior Manager, Biological Engineering Group at Intrexon Corporation
Industry Biotechnology
Experience
InvVax, Inc. June 2014 - March 2015
KBW February 2012 - July 2012
KBW June 2008 - January 2012
First California Bank July 2007 - March 2008
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Banking, Financial Analysis, Private Equity, Bloomberg, Equity Research, Venture Capital, Hedge Funds, Capital Markets, Fixed Income, Mergers, Real Estate, Due Diligence, Derivatives, M&A experience, Alternative Investments, Biotechnology Industry
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Biotechnology and Entrepreneurship Leadership tracks
University of Melbourne - Melbourne Business School 2014 — 2015
MBA Exchange Program
Brown University 2006 — 2007
Masters of Science, Biomedical/Medical Engineering
Brown University 2002 — 2006
Bachelors of Science, Biomedical/Medical Engineering
InvVax, Inc. June 2014 - March 2015
KBW February 2012 - July 2012
KBW June 2008 - January 2012
First California Bank July 2007 - March 2008
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Banking, Financial Analysis, Private Equity, Bloomberg, Equity Research, Venture Capital, Hedge Funds, Capital Markets, Fixed Income, Mergers, Real Estate, Due Diligence, Derivatives, M&A experience, Alternative Investments, Biotechnology Industry
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Biotechnology and Entrepreneurship Leadership tracks
University of Melbourne - Melbourne Business School 2014 — 2015
MBA Exchange Program
Brown University 2006 — 2007
Masters of Science, Biomedical/Medical Engineering
Brown University 2002 — 2006
Bachelors of Science, Biomedical/Medical Engineering
Scott Trafton Scott Trafton's KBW Experience April 2011 - February 2012
Job at
Industry Consumer Goods
Experience
Stanley Black & Decker , Inc. May 2013 - Present
FUTURITY FIRST Insurance Group January 2012 - May 2013
KBW April 2011 - February 2012
Hamilton Sundstrand January 2010 - April 2011
Hamilton Sundstrand January 2008 - December 2009
Hamilton Sundstrand July 2005 - November 2009
United Technologies July 2003 - July 2005
Carrier Corporation 2004 - 2004
Connecticut Online Computer Center 1999 - 2002
Skills
Business Analytics, Business Analysis, Process Improvement, SQL, Financial Modeling, Acquisition Integration, ERP, Business Intelligence, Financial Forecasting, Integration, Financial Analysis, Business Objects, Market Research, Strategy, Hyperion Enterprise, Finance, Forecasting, Data Analysis, SAP BW, Analysis, Essbase, CRM, Strategic Financial..., Project Portfolio..., Business Strategy, Cross-functional Team..., Financial Reporting, Operations Research, SDLC, Competitive Analysis, Pricing, Operational Excellence, Management Consulting, Financial Services, Competitive Intelligence, Business Process..., Requirements Gathering, Statistics, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance, Supply Chain
Stanley Black & Decker , Inc. May 2013 - Present
FUTURITY FIRST Insurance Group January 2012 - May 2013
KBW April 2011 - February 2012
Hamilton Sundstrand January 2010 - April 2011
Hamilton Sundstrand January 2008 - December 2009
Hamilton Sundstrand July 2005 - November 2009
United Technologies July 2003 - July 2005
Carrier Corporation 2004 - 2004
Connecticut Online Computer Center 1999 - 2002
Skills
Business Analytics, Business Analysis, Process Improvement, SQL, Financial Modeling, Acquisition Integration, ERP, Business Intelligence, Financial Forecasting, Integration, Financial Analysis, Business Objects, Market Research, Strategy, Hyperion Enterprise, Finance, Forecasting, Data Analysis, SAP BW, Analysis, Essbase, CRM, Strategic Financial..., Project Portfolio..., Business Strategy, Cross-functional Team..., Financial Reporting, Operations Research, SDLC, Competitive Analysis, Pricing, Operational Excellence, Management Consulting, Financial Services, Competitive Intelligence, Business Process..., Requirements Gathering, Statistics, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance, Supply Chain
Billy Spute's KBW Experience January 2013 - Present
Job Investment Banking Associate at KBW
Industry Investment Banking
Experience
KBW January 2013 - Present
Education
Florida State University - College of Business 2003 — 2009
Masters, Business Administration
KBW January 2013 - Present
Education
Florida State University - College of Business 2003 — 2009
Masters, Business Administration
Jack Kuntz's KBW Experience June 2012 - July 2012
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
KBW June 2012 - July 2012
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
KBW June 2012 - July 2012
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Claudia Silvers Claudia Silvers's KBW Experience July 2015 - Present
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
U.S. Commercial Service July 2013 - August 2013
Circumspect Securities, LLC January 2013 - February 2013
WorldBusiness Capital Inc. June 2012 - August 2012
WorldBusiness Capital Inc. June 2011 - August 2011
Skills
Market Research, Manufacturing, Training, Investments, Research, Teamwork, Customer Service, Leadership, Public Speaking, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Microsoft Excel, PowerPoint
Education
Bucknell University 2011 — 2015
Economics and Spanish
Bucknell University
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
U.S. Commercial Service July 2013 - August 2013
Circumspect Securities, LLC January 2013 - February 2013
WorldBusiness Capital Inc. June 2012 - August 2012
WorldBusiness Capital Inc. June 2011 - August 2011
Skills
Market Research, Manufacturing, Training, Investments, Research, Teamwork, Customer Service, Leadership, Public Speaking, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Microsoft Excel, PowerPoint
Education
Bucknell University 2011 — 2015
Economics and Spanish
Bucknell University
Daniel Gregg Daniel Gregg's KBW Experience July 2010 - March 2012
Job Private Equity Associate at Gemini Investors
Industry Venture Capital & Private Equity
Experience
Gemini Investors April 2013 - Present
America's Growth Capital April 2012 - April 2013
KBW July 2010 - March 2012
The Nielsen Company June 2009 - August 2009
Liberty Mutual Group June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Private Placements, Financial Analysis, Capital Markets, Corporate Finance, Private Equity, Mergers, M&A experience, Due Diligence, Mergers & Acquisitions, Financial Services, Investments, Equities
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Magna Cum Laude, Mathematics and Economics
Thayer Academy 2002 — 2006
High School
Series 79 & Series 63 Certified
Gemini Investors April 2013 - Present
America's Growth Capital April 2012 - April 2013
KBW July 2010 - March 2012
The Nielsen Company June 2009 - August 2009
Liberty Mutual Group June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Private Placements, Financial Analysis, Capital Markets, Corporate Finance, Private Equity, Mergers, M&A experience, Due Diligence, Mergers & Acquisitions, Financial Services, Investments, Equities
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Magna Cum Laude, Mathematics and Economics
Thayer Academy 2002 — 2006
High School
Series 79 & Series 63 Certified
Kristina Patrk's KBW Experience June 2013 - July 2014
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
KBW June 2013 - July 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Titan Advisors May 2011 - July 2011
Education
Bucknell University 2009 — 2013
BSBA, Mathematics and Economics
Credit Suisse July 2015 - Present
KBW June 2013 - July 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Titan Advisors May 2011 - July 2011
Education
Bucknell University 2009 — 2013
BSBA, Mathematics and Economics
Paul Cacace Paul Cacace's KBW Experience September 2005 - December 2013
Job AVP IT Operations at MITSUBISHI UFJ TRUST AND BANKING CORPORATION
Industry Information Technology and Services
Experience
MITSUBISHI UFJ TRUST AND BANKING CORPORATION November 2014 - Present
Keefe, Bruyette & Woods September 2005 - November 2014
KBW September 2005 - December 2013
KBW September 2005 - November 2013
EMI Music June 2004 - September 2005
SAC SolAmeriCon SolAfriCon SolAfriCon 2004 - 2005
Societe Generale October 1997 - October 2003
Skills
IT Service Management, ITIL Process..., V3 Foundation, ITIL Service Strategy, Service Desk Management, Enterprise IT..., CMDB, Master Data Management, Service Desk, Help Desk Support, Desktop Environment, Remote Desktop, Desktop Computers, Desktop Administration, Virtualization, VMware, VMware ESX, VMware Infrastructure, Hyper-V, Wireless Networking, Network Administration, Business Networking, Windows Server, Service Delivery, Service Management, IT Strategy, Security, Technical Support, IT Management, Cisco Technologies, Microsoft Exchange, Data Center, Citrix, Disaster Recovery, Active Directory, ITIL, Investment Banking, IT Infrastructure..., Vendor Management
Education
Georgian Court College 2011 — 2012
MBA, Finance, Business
University of Phoenix 2005 — 2009
BS, Information Technology
Pace University 1986 — 1989
Business Administration
MITSUBISHI UFJ TRUST AND BANKING CORPORATION November 2014 - Present
Keefe, Bruyette & Woods September 2005 - November 2014
KBW September 2005 - December 2013
KBW September 2005 - November 2013
EMI Music June 2004 - September 2005
SAC SolAmeriCon SolAfriCon SolAfriCon 2004 - 2005
Societe Generale October 1997 - October 2003
Skills
IT Service Management, ITIL Process..., V3 Foundation, ITIL Service Strategy, Service Desk Management, Enterprise IT..., CMDB, Master Data Management, Service Desk, Help Desk Support, Desktop Environment, Remote Desktop, Desktop Computers, Desktop Administration, Virtualization, VMware, VMware ESX, VMware Infrastructure, Hyper-V, Wireless Networking, Network Administration, Business Networking, Windows Server, Service Delivery, Service Management, IT Strategy, Security, Technical Support, IT Management, Cisco Technologies, Microsoft Exchange, Data Center, Citrix, Disaster Recovery, Active Directory, ITIL, Investment Banking, IT Infrastructure..., Vendor Management
Education
Georgian Court College 2011 — 2012
MBA, Finance, Business
University of Phoenix 2005 — 2009
BS, Information Technology
Pace University 1986 — 1989
Business Administration
Lee Markison Lee Markison's KBW Experience July 2010 - November 2011
Job Assistant Vice President Lean Transformation at BNP Paribas
Industry Management Consulting
Experience
BNP Paribas July 2014 - Present
Moody's Investors Service August 2013 - July 2014
Barclays Capital April 2012 - August 2013
KBW July 2010 - November 2011
General Electric Transportation June 2009 - August 2009
The Hershey Company June 2008 - August 2008
Skills
Project Management, Business Strategy, Business Process..., Business Process Mapping, Vizio, Business Requirements, SDLC, Agile & Waterfall..., Quality Assurance, User Acceptance Testing, Change Management, Operational Risk..., Large System..., Post - Implementation..., Microsoft Office, Investment Banking, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Financial Analysis, Bloomberg, Analysis, Strategy, Visio, Program Management, Data Analysis, Business Process, Finance, Risk Management, Business Analysis, Financial Services, Corporate Finance, Process Improvement, Process Engineering, Banking, MS Project, Business Process..., Microsoft Excel, M&A experience, Project Planning, DCF, Bloomberg Terminal, PMO, Strategic Planning, Research, PowerPoint, Cross-functional Team..., Stakeholder Management, Structured Finance
Education
Bucknell University 2005 — 2010
Bachelor of Science, Mechanical Engineering, Management
BNP Paribas July 2014 - Present
Moody's Investors Service August 2013 - July 2014
Barclays Capital April 2012 - August 2013
KBW July 2010 - November 2011
General Electric Transportation June 2009 - August 2009
The Hershey Company June 2008 - August 2008
Skills
Project Management, Business Strategy, Business Process..., Business Process Mapping, Vizio, Business Requirements, SDLC, Agile & Waterfall..., Quality Assurance, User Acceptance Testing, Change Management, Operational Risk..., Large System..., Post - Implementation..., Microsoft Office, Investment Banking, Financial Modeling, Capital Markets, Valuation, Mergers & Acquisitions, Financial Analysis, Bloomberg, Analysis, Strategy, Visio, Program Management, Data Analysis, Business Process, Finance, Risk Management, Business Analysis, Financial Services, Corporate Finance, Process Improvement, Process Engineering, Banking, MS Project, Business Process..., Microsoft Excel, M&A experience, Project Planning, DCF, Bloomberg Terminal, PMO, Strategic Planning, Research, PowerPoint, Cross-functional Team..., Stakeholder Management, Structured Finance
Education
Bucknell University 2005 — 2010
Bachelor of Science, Mechanical Engineering, Management
Seth Canetto Seth Canetto's KBW Experience June 2013 - Present
Job Associate Analyst at KBW
Industry Capital Markets
Experience
KBW June 2013 - Present
Stifel Nicolaus August 2011 - May 2013
TEKsystems August 2011 - August 2011
Hartwick College September 2007 - August 2011
Merrill Lynch 2010 - 2010
Hayes Office Prodcuts September 2009 - December 2009
Mohawk Fine Papers 2008 - 2008
Skills
Fundraising, Facebook, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, PowerPoint, SPSS, Research, Marketing, Financial Modeling, Data Analysis
Education
Hartwick College 2007 — 2011
BS, Business Administration
KBW June 2013 - Present
Stifel Nicolaus August 2011 - May 2013
TEKsystems August 2011 - August 2011
Hartwick College September 2007 - August 2011
Merrill Lynch 2010 - 2010
Hayes Office Prodcuts September 2009 - December 2009
Mohawk Fine Papers 2008 - 2008
Skills
Fundraising, Facebook, Microsoft Office, Microsoft Excel, Public Speaking, Event Planning, PowerPoint, SPSS, Research, Marketing, Financial Modeling, Data Analysis
Education
Hartwick College 2007 — 2011
BS, Business Administration
Nathan Crossett's KBW Experience March 2010 - June 2012
Job Equity REIT Research at Evercore ISI
Industry Financial Services
Experience
Evercore Partners July 2012 - Present
KBW March 2010 - June 2012
Darling Consulting Group March 2009 - March 2010
Skills
Series 7
Education
Babson College 2005 — 2009
Bachelor of Science (BS), Finance, General
London School of Economics and Political Science 2007 — 2008
Bachelor of Science (BS), Finance, General
Evercore Partners July 2012 - Present
KBW March 2010 - June 2012
Darling Consulting Group March 2009 - March 2010
Skills
Series 7
Education
Babson College 2005 — 2009
Bachelor of Science (BS), Finance, General
London School of Economics and Political Science 2007 — 2008
Bachelor of Science (BS), Finance, General
Diana LaVerda Diana LaVerda's KBW Experience March 2006 - Present
Job Assistant Vice President at Keefe, Bruyette and Woods
Industry Investment Banking
Experience
KBW March 2006 - Present
Trautman Wasserman 2001 - 2006
Sands Brothers 1997 - 2001
Skills
Bloomberg, Equities, Portfolio Management, Finance, Hedge Funds, Series 63, Capital Markets, Financial Modeling, Banking, Fixed Income, Securities, Microsoft Excel, Valuation, Investments, Investment Banking, Private Equity, Trading, Alternative Investments
Education
Adelphi University 1989 — 1993
Bachelor of Business Administration, Marketing/Marketing Management, General
KBW March 2006 - Present
Trautman Wasserman 2001 - 2006
Sands Brothers 1997 - 2001
Skills
Bloomberg, Equities, Portfolio Management, Finance, Hedge Funds, Series 63, Capital Markets, Financial Modeling, Banking, Fixed Income, Securities, Microsoft Excel, Valuation, Investments, Investment Banking, Private Equity, Trading, Alternative Investments
Education
Adelphi University 1989 — 1993
Bachelor of Business Administration, Marketing/Marketing Management, General
Timothy Guba Timothy Guba's KBW Experience January 2002 - January 2012
Job Retired Managing Director Head Institutional Depository Group at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2012 - July 2015
KBW January 2002 - January 2012
Annaly Capital Management February 1994 - December 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Private Equity, Capital Markets, Investments, ABS, Asset Managment, CMBS, Portfolio Management, Investment Banking, Private Placements, Structured Finance, Bloomberg, Bonds, Financial Structuring, Series 63, Equity Trading, MBS, Securitization, Securities, Investment Management, Real Estate Economics, Banking, Mergers & Acquisitions, Valuation, Asset Management, Corporate Finance, Asset Allocation, Trading, Trading Systems, FINRA, Financial Markets, Structured Products, Series 7, Equity Research, Electronic Trading, Financial Modeling, Series 24, Credit Derivatives, Due Diligence, Equity Derivatives, Finance, ETFs, Options, High Yield, Derivatives, Mutual Funds
Education
Cornell University 1976 — 1980
BS, Business Administration and Management, General
seaford 1972 — 1976
Guggenheim Partners January 2012 - July 2015
KBW January 2002 - January 2012
Annaly Capital Management February 1994 - December 2001
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Private Equity, Capital Markets, Investments, ABS, Asset Managment, CMBS, Portfolio Management, Investment Banking, Private Placements, Structured Finance, Bloomberg, Bonds, Financial Structuring, Series 63, Equity Trading, MBS, Securitization, Securities, Investment Management, Real Estate Economics, Banking, Mergers & Acquisitions, Valuation, Asset Management, Corporate Finance, Asset Allocation, Trading, Trading Systems, FINRA, Financial Markets, Structured Products, Series 7, Equity Research, Electronic Trading, Financial Modeling, Series 24, Credit Derivatives, Due Diligence, Equity Derivatives, Finance, ETFs, Options, High Yield, Derivatives, Mutual Funds
Education
Cornell University 1976 — 1980
BS, Business Administration and Management, General
seaford 1972 — 1976
Sharad Daswani's KBW Experience April 2010 - January 2012
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
PeerIQ November 2013 - Present
Deutsche Bank March 2014 - Present
The Tailored Man January 2000 - Present
EXL March 2012 - December 2013
KBW April 2010 - January 2012
Silver Point Capital July 2008 - March 2010
ZENTA (formerly Blackheath Financial) November 2004 - June 2008
Ernst & Young September 2003 - October 2004
PleaseRSVP.com September 1998 - October 2000
LifeMinders 1999 - 2000
Skills
Financial Modeling, Asset Management, Contract Negotiations, Private Equity, Finance, Underwriting, Pricing, Commercial Real Estate, Analysis, Valuation, Due Diligence, Capital Markets, Modeling, Structured Finance, Investments, Financial Analysis, Corporate Finance, Investment Banking, Securitization, CMBS, Equities, Mergers, Portfolio Management, Financial Risk, Loans, Emerging Markets, Trading, Derivatives, Strategy, Hedge Funds, Mortgage Lending, Loan Origination, Financial Structuring, Corporate Development, Risk Management, Disposition, Venture Capital, Banking, Bloomberg, Mergers & Acquisitions, Alternative Investments, Credit Analysis, Real Estate Economics, Fixed Income, Contract Negotiation, Series 7, Series 63, Acquisitions, Management Consulting, Sales
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance, Real Estate
University of Virginia 1990 — 1995
BS, Finance, MIS, Marketing
Thomas Jefferson HS for Science & Technology 1986 — 1990
HS, High School
PeerIQ November 2013 - Present
Deutsche Bank March 2014 - Present
The Tailored Man January 2000 - Present
EXL March 2012 - December 2013
KBW April 2010 - January 2012
Silver Point Capital July 2008 - March 2010
ZENTA (formerly Blackheath Financial) November 2004 - June 2008
Ernst & Young September 2003 - October 2004
PleaseRSVP.com September 1998 - October 2000
LifeMinders 1999 - 2000
Skills
Financial Modeling, Asset Management, Contract Negotiations, Private Equity, Finance, Underwriting, Pricing, Commercial Real Estate, Analysis, Valuation, Due Diligence, Capital Markets, Modeling, Structured Finance, Investments, Financial Analysis, Corporate Finance, Investment Banking, Securitization, CMBS, Equities, Mergers, Portfolio Management, Financial Risk, Loans, Emerging Markets, Trading, Derivatives, Strategy, Hedge Funds, Mortgage Lending, Loan Origination, Financial Structuring, Corporate Development, Risk Management, Disposition, Venture Capital, Banking, Bloomberg, Mergers & Acquisitions, Alternative Investments, Credit Analysis, Real Estate Economics, Fixed Income, Contract Negotiation, Series 7, Series 63, Acquisitions, Management Consulting, Sales
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance, Real Estate
University of Virginia 1990 — 1995
BS, Finance, MIS, Marketing
Thomas Jefferson HS for Science & Technology 1986 — 1990
HS, High School
Christopher Jameson's KBW Experience June 2006 - April 2015
Job Market Development & Insights at IBM
Industry Information Technology and Services
Experience
IBM June 2015 - Present
KBW June 2006 - April 2015
Skills
Financial Analysis, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Modeling, Statistics, Corporate Finance, Financial Services, Logistic Regression, Regression Analysis, Linear Regression, Sales, Financial Institutions, Investments, Capital Markets, Investment Banking, Bloomberg, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Marketing
Loyola University Maryland 2002 — 2006
Bachelor of Arts (BA), Finance, General, 3.7
IBM June 2015 - Present
KBW June 2006 - April 2015
Skills
Financial Analysis, Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Modeling, Statistics, Corporate Finance, Financial Services, Logistic Regression, Regression Analysis, Linear Regression, Sales, Financial Institutions, Investments, Capital Markets, Investment Banking, Bloomberg, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Marketing
Loyola University Maryland 2002 — 2006
Bachelor of Arts (BA), Finance, General, 3.7
Mark A. Casale Mark A. Casale's KBW Experience October 2013 - December 2013
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
KBW October 2013 - December 2013
Pine Brook Road Partners June 2013 - August 2013
Essent Guaranty, Inc. May 2012 - August 2012
Skills
Financial Modeling, Oracle E-Business Suite, Bloomberg Terminal, Internal Controls, Accounting, Finance, Investment Banking, Valuation, Capital Markets, Financial Services, Public Speaking, Leadership, Microsoft Word, Research, Microsoft Excel, PowerPoint
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), Business, Organizations, & Society
Boston University 2013 — 2013
London Internship Program, Fall 2013, International Management Track
St. Joseph's Preparatory School 2007 — 2011
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
KBW October 2013 - December 2013
Pine Brook Road Partners June 2013 - August 2013
Essent Guaranty, Inc. May 2012 - August 2012
Skills
Financial Modeling, Oracle E-Business Suite, Bloomberg Terminal, Internal Controls, Accounting, Finance, Investment Banking, Valuation, Capital Markets, Financial Services, Public Speaking, Leadership, Microsoft Word, Research, Microsoft Excel, PowerPoint
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), Business, Organizations, & Society
Boston University 2013 — 2013
London Internship Program, Fall 2013, International Management Track
St. Joseph's Preparatory School 2007 — 2011
Eric Hagen's KBW Experience August 2014 - Present
Job Associate at KBW
Industry Capital Markets
Experience
KBW August 2014 - Present
U.S. Department of the Treasury September 2011 - August 2014
The Financial Services Roundtable August 2010 - September 2011
Promontory Interfinancial Network June 2008 - May 2009
Skills
Financial Analysis, Economics, Financial Modeling, Public Policy, Policy Analysis, Valuation, Data Analysis, Government, Analysis, Bloomberg, Capital Markets, Portfolio Management, Finance, Investments, Management Consulting, Risk Management, Due Diligence
Education
Georgetown University 2009 — 2012
Masters, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
City University of Hong Kong 2008 — 2008
KBW August 2014 - Present
U.S. Department of the Treasury September 2011 - August 2014
The Financial Services Roundtable August 2010 - September 2011
Promontory Interfinancial Network June 2008 - May 2009
Skills
Financial Analysis, Economics, Financial Modeling, Public Policy, Policy Analysis, Valuation, Data Analysis, Government, Analysis, Bloomberg, Capital Markets, Portfolio Management, Finance, Investments, Management Consulting, Risk Management, Due Diligence
Education
Georgetown University 2009 — 2012
Masters, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
City University of Hong Kong 2008 — 2008
Kevin McBreen Kevin McBreen's KBW Experience 1997 - 2002
Job SVP, Corporate Strategy & Finance at Doral Financial Corporation
Industry Financial Services
Experience
Doral Financial Corporation 2013 - Present
Nomura Securities 2011 - 2013
J.P. Morgan 2004 - 2010
Ryan Beck & Co. 2002 - 2004
KBW 1997 - 2002
Chase Bank 1996 - 1997
Chase Bank 1995 - 1996
Skills
Investment Banking, Capital Markets, Financial Analysis, Strategic Thinking, Business Strategy, Expert Advisor, Presenter, Mentoring, People Development, Team Leadership
Education
Fordham University 1992 — 1996
BS, Accounting
Bergen Catholic High Scool 1988 — 1992
Doral Financial Corporation 2013 - Present
Nomura Securities 2011 - 2013
J.P. Morgan 2004 - 2010
Ryan Beck & Co. 2002 - 2004
KBW 1997 - 2002
Chase Bank 1996 - 1997
Chase Bank 1995 - 1996
Skills
Investment Banking, Capital Markets, Financial Analysis, Strategic Thinking, Business Strategy, Expert Advisor, Presenter, Mentoring, People Development, Team Leadership
Education
Fordham University 1992 — 1996
BS, Accounting
Bergen Catholic High Scool 1988 — 1992
Sarah Colburn Sarah Colburn's KBW Experience July 2014 - Present
Job Investment Banking Analyst at KBW
Industry Financial Services
Experience
KBW July 2014 - Present
KBW June 2013 - August 2013
Memorial Sloan-Kettering Cancer Center May 2012 - August 2012
Women's World Banking May 2011 - July 2011
Skills
Stata, Research, Microsoft Excel, Microsoft Office, SPSS, Event Planning, Microsoft Word, Critical Thinking, Public Speaking, Analysis
Education
University of Virginia 2013 — 2014
Masters of Science, Commerce
Denison University 2009 — 2013
Economics
University of St. Andrews 2012 — 2012
Mamaroneck High School 2005 — 2009
KBW July 2014 - Present
KBW June 2013 - August 2013
Memorial Sloan-Kettering Cancer Center May 2012 - August 2012
Women's World Banking May 2011 - July 2011
Skills
Stata, Research, Microsoft Excel, Microsoft Office, SPSS, Event Planning, Microsoft Word, Critical Thinking, Public Speaking, Analysis
Education
University of Virginia 2013 — 2014
Masters of Science, Commerce
Denison University 2009 — 2013
Economics
University of St. Andrews 2012 — 2012
Mamaroneck High School 2005 — 2009
Danny Coffman's KBW Experience August 2013 - Present
Job Associate 2 at KBW
Industry Banking
Experience
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
Stephen Gunlock's KBW Experience July 2011 - Present
Job Investment Banking Associate at Keefe, Bruyette & Woods, Inc
Industry Financial Services
Experience
KBW July 2011 - Present
Student Academic Center August 2009 - May 2011
TGRA Capital Management June 2010 - August 2010
G-Rides, LLC May 2009 - August 2009
Skills
Valuation, Investment Banking, Finance, Analysis, Bloomberg, Financial Modeling, DCF, Corporate Finance, Financial Analysis, Capital Markets, Equities, Business Valuation, Due Diligence
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
KBW July 2011 - Present
Student Academic Center August 2009 - May 2011
TGRA Capital Management June 2010 - August 2010
G-Rides, LLC May 2009 - August 2009
Skills
Valuation, Investment Banking, Finance, Analysis, Bloomberg, Financial Modeling, DCF, Corporate Finance, Financial Analysis, Capital Markets, Equities, Business Valuation, Due Diligence
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business Administration; Finance
Scott Edmunds Scott Edmunds's KBW Experience 2009 - 2010
Job Principal Consultant at Infosys
Industry Financial Services
Experience
Infosys August 2011 - Present
Funding Capital Advisors, Inc. August 2007 - December 2012
Luce Forward June 2011 - August 2011
Huron Consulting Group January 2011 - June 2011
SolomonEdwards March 2010 - December 2010
KBW 2009 - 2010
Waterstone Capital Group 2009 - 2010
First California Bank March 2006 - March 2008
Apartment Lending Group September 2005 - March 2006
New Century Mortgage August 2003 - August 2005
Skills
Portfolio Management, Loans, Credit, Mortgage Lending, Banking, Financial Services, Real Estate, Start-ups, Mergers & Acquisitions, Credit Analysis, Finance, Funding, Loan Origination, Commercial Banking, Due Diligence, Commercial Lending, Capital Markets, Valuation, Investments, Retail Banking, Asset Managment, Sales, Equities, Underwriting, Risk Management, Residential Mortgages, Mergers, Corporate Finance, Relationship Management, Mortgage Banking, Cash Management, Commercial Mortgages, Financial Analysis, Financial Modeling
Education
California State University-Fullerton 1987 — 1992
BA, Accounting & Finance
Infosys August 2011 - Present
Funding Capital Advisors, Inc. August 2007 - December 2012
Luce Forward June 2011 - August 2011
Huron Consulting Group January 2011 - June 2011
SolomonEdwards March 2010 - December 2010
KBW 2009 - 2010
Waterstone Capital Group 2009 - 2010
First California Bank March 2006 - March 2008
Apartment Lending Group September 2005 - March 2006
New Century Mortgage August 2003 - August 2005
Skills
Portfolio Management, Loans, Credit, Mortgage Lending, Banking, Financial Services, Real Estate, Start-ups, Mergers & Acquisitions, Credit Analysis, Finance, Funding, Loan Origination, Commercial Banking, Due Diligence, Commercial Lending, Capital Markets, Valuation, Investments, Retail Banking, Asset Managment, Sales, Equities, Underwriting, Risk Management, Residential Mortgages, Mergers, Corporate Finance, Relationship Management, Mortgage Banking, Cash Management, Commercial Mortgages, Financial Analysis, Financial Modeling
Education
California State University-Fullerton 1987 — 1992
BA, Accounting & Finance
Jacob Kroger's KBW Experience July 2015 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
KBW July 2015 - Present
NISA Investment Advisors June 2014 - August 2014
GE June 2013 - August 2013
The Bank of Kentucky May 2012 - July 2012
Skills
Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Market Research, Research, Business Analysis, Bloomberg Terminal, Valuation
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance
Woodford County High School 2007 — 2011
High School
KBW July 2015 - Present
NISA Investment Advisors June 2014 - August 2014
GE June 2013 - August 2013
The Bank of Kentucky May 2012 - July 2012
Skills
Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Market Research, Research, Business Analysis, Bloomberg Terminal, Valuation
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance
Woodford County High School 2007 — 2011
High School
Mitchell Kaplain's KBW Experience July 2015 - Present
Job Investment Banking Analyst at Keefe Bruyette & Woods
Industry Investment Banking
Experience
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Clovis Capital Management June 2013 - July 2013
Horing Welikson & Rosen P.C. June 2011 - August 2011
Coleman Country Day Camp June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Financial Modeling, Social Networking, Investment Banking, Public Speaking, Financial Analysis, Teamwork, Time Management, Finance
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's degree, Finance
KBW July 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
Clovis Capital Management June 2013 - July 2013
Horing Welikson & Rosen P.C. June 2011 - August 2011
Coleman Country Day Camp June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Financial Modeling, Social Networking, Investment Banking, Public Speaking, Financial Analysis, Teamwork, Time Management, Finance
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's degree, Finance
Madelin Pellot Madelin Pellot's KBW Experience December 2004 - March 2009
Job Market / Project Coordinator & Executive Assistant
Industry Financial Services
Experience
CTF Development Inc. 2015 - Present
Sanofi Pasteur Inc March 2009 - June 2014
KBW December 2004 - March 2009
UBS AG February 2001 - November 2004
ING Barings January 2000 - January 2001
American Express Travel January 1987 - June 1999
Skills
Sales Effectiveness, Project Management, Product Marketing, Event Planning, Event Management, Global Marketing, Strategic Planning, Sales, Competitive Analysis, Management, Public Relations, Project Planning, Program Management, Process Improvement, Budgets, Change Management, Customer Service, Applicant Tracking..., Microsoft Excel, Human Resources, Employee Relations, Leadership, Microsoft Office, Talent Acquisition
Education
Cornell University 1989 — 1991
Associate's degree, Business Administration, Management and Operations
Fort Hamilton High School 1984 — 1988
Diploma, Business Administration and Management, General - Co-op Intern Program, Junior & Senior Year
CTF Development Inc. 2015 - Present
Sanofi Pasteur Inc March 2009 - June 2014
KBW December 2004 - March 2009
UBS AG February 2001 - November 2004
ING Barings January 2000 - January 2001
American Express Travel January 1987 - June 1999
Skills
Sales Effectiveness, Project Management, Product Marketing, Event Planning, Event Management, Global Marketing, Strategic Planning, Sales, Competitive Analysis, Management, Public Relations, Project Planning, Program Management, Process Improvement, Budgets, Change Management, Customer Service, Applicant Tracking..., Microsoft Excel, Human Resources, Employee Relations, Leadership, Microsoft Office, Talent Acquisition
Education
Cornell University 1989 — 1991
Associate's degree, Business Administration, Management and Operations
Fort Hamilton High School 1984 — 1988
Diploma, Business Administration and Management, General - Co-op Intern Program, Junior & Senior Year
Frank Borgognone's KBW Experience July 2015 - August 2015
Job Summer Analyst
Industry Financial Services
Experience
Fairfield University September 2012 - Present
KBW July 2015 - August 2015
Greywolf Execution Partners June 2015 - July 2015
UBS May 2014 - August 2014
UBS Wealth Management May 2014 - May 2014
Buttercooky Bakery LLC June 2012 - May 2014
Better Boat Bottoms May 2012 - September 2013
All American Lax Summer Tune Up June 2013 - July 2013
Skills
∗Microsoft Office..., Microsoft Excel, Finance, Analysis, Equities, Investments, Sales, Public Speaking, Facebook, Social Networking, Microsoft Word
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Finance, Junior
Manhasset High School
Fairfield University September 2012 - Present
KBW July 2015 - August 2015
Greywolf Execution Partners June 2015 - July 2015
UBS May 2014 - August 2014
UBS Wealth Management May 2014 - May 2014
Buttercooky Bakery LLC June 2012 - May 2014
Better Boat Bottoms May 2012 - September 2013
All American Lax Summer Tune Up June 2013 - July 2013
Skills
∗Microsoft Office..., Microsoft Excel, Finance, Analysis, Equities, Investments, Sales, Public Speaking, Facebook, Social Networking, Microsoft Word
Education
Fairfield University 2012 — 2016
Bachelor of Science (B.S.), Finance, Junior
Manhasset High School
Brian Leon Brian Leon's KBW Experience June 2006 - August 2006
Job Graduate Student at Baruch College
Industry Information Technology and Services
Experience
IESE Business School March 2015 - Present
Law Offices of James F. Sullivan, P.C. July 2012 - July 2014
Crotona Achievement Center June 2011 - December 2012
Jackson Mann School October 2008 - December 2010
Fortune Financial & Investment Corp. May 2007 - August 2007
KBW June 2006 - August 2006
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Computer and Information Systems Security/Information Assurance
City University of New York-Brooklyn College 2014 — 2014
Computer Science
Boston College 2007 — 2011
Bachelor's Degree, Philosophy & Economics minor
Fordham Preparatory School 2003 — 2007
High School
IESE Business School March 2015 - Present
Law Offices of James F. Sullivan, P.C. July 2012 - July 2014
Crotona Achievement Center June 2011 - December 2012
Jackson Mann School October 2008 - December 2010
Fortune Financial & Investment Corp. May 2007 - August 2007
KBW June 2006 - August 2006
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Computer and Information Systems Security/Information Assurance
City University of New York-Brooklyn College 2014 — 2014
Computer Science
Boston College 2007 — 2011
Bachelor's Degree, Philosophy & Economics minor
Fordham Preparatory School 2003 — 2007
High School
Cynthia Urum Cynthia Urum's KBW Experience October 2010 - December 2010
Job Staff Accountant
Industry Financial Services
Experience
Sheffield Hallam University January 2013 - November 2014
TJM Institutional Services January 2011 - October 2011
KBW October 2010 - December 2010
Julius Meinl Austria GmbH April 2010 - September 2010
BRUCE LAWRENCE PROMOTIONS, INC. September 2009 - December 2009
Trevi - Finanziaria Industriale S.p.A. June 2007 - August 2007
Skills
Account Reconciliation, Auditing, QuickBooks, Bank Reconciliation, Sarbanes-Oxley Act, Internal Controls, COSO Framework, US GAAP, GAAS
Education
Sheffield Hallam University 2013 — 2014
Master of Science (M.Sc.), Financial Management
University of Central Missouri 2005 — 2010
BSBA, Accounting
Keller Graduate School of Management of DeVry University
Master of Business Administration, Accounting
Sheffield Hallam University January 2013 - November 2014
TJM Institutional Services January 2011 - October 2011
KBW October 2010 - December 2010
Julius Meinl Austria GmbH April 2010 - September 2010
BRUCE LAWRENCE PROMOTIONS, INC. September 2009 - December 2009
Trevi - Finanziaria Industriale S.p.A. June 2007 - August 2007
Skills
Account Reconciliation, Auditing, QuickBooks, Bank Reconciliation, Sarbanes-Oxley Act, Internal Controls, COSO Framework, US GAAP, GAAS
Education
Sheffield Hallam University 2013 — 2014
Master of Science (M.Sc.), Financial Management
University of Central Missouri 2005 — 2010
BSBA, Accounting
Keller Graduate School of Management of DeVry University
Master of Business Administration, Accounting
Hannah Bebbington Hannah Bebbington's KBW Experience May 2012 - September 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
Brown University January 2013 - May 2014
A Better World by Design October 2011 - November 2013
10gen (the MongoDB company) June 2013 - August 2013
Utah Film Center January 2012 - January 2013
KBW May 2012 - September 2012
Skills
Economics, Valuation, Financial Modeling, Business Strategy, Editing, Corporate Finance, Event Planning, Community Outreach, Market Research, Financial Analysis, Data Analysis, Management
Education
Brown University 2011 — 2014
A.B., Economics
Bain & Company September 2014 - Present
Brown University January 2013 - May 2014
A Better World by Design October 2011 - November 2013
10gen (the MongoDB company) June 2013 - August 2013
Utah Film Center January 2012 - January 2013
KBW May 2012 - September 2012
Skills
Economics, Valuation, Financial Modeling, Business Strategy, Editing, Corporate Finance, Event Planning, Community Outreach, Market Research, Financial Analysis, Data Analysis, Management
Education
Brown University 2011 — 2014
A.B., Economics
Brent Underwood Brent Underwood's KBW Experience July 2011 - October 2011
Job Brent Underwood
Industry Think Tanks
Experience
BrassCheck Marketing February 2012 - Present
KBW July 2011 - October 2011
Columbia University May 2010 - June 2011
Marcus & Millichap May 2009 - November 2009
Executive Office of the Governor August 2008 - May 2009
Skills
Investments, Real Estate Development, Financial Modeling, Social Media, Online Marketing..., Venture Capital, Portfolio Management, Financial Analysis, Online Marketing, Market Research, Entrepreneurship, Market Analysis, Marketing, Start-ups, Sales, Strategic Planning, Management, Due Diligence
Education
Columbia University in the City of New York 2010 — 2011
Master of Science (M.Sc.)
Florida State University 2005 — 2009
Bachelor of Science (BS), Finance
BrassCheck Marketing February 2012 - Present
KBW July 2011 - October 2011
Columbia University May 2010 - June 2011
Marcus & Millichap May 2009 - November 2009
Executive Office of the Governor August 2008 - May 2009
Skills
Investments, Real Estate Development, Financial Modeling, Social Media, Online Marketing..., Venture Capital, Portfolio Management, Financial Analysis, Online Marketing, Market Research, Entrepreneurship, Market Analysis, Marketing, Start-ups, Sales, Strategic Planning, Management, Due Diligence
Education
Columbia University in the City of New York 2010 — 2011
Master of Science (M.Sc.)
Florida State University 2005 — 2009
Bachelor of Science (BS), Finance
Daniel Cho Daniel Cho's KBW Experience July 2015 - Present
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW July 2015 - Present
Stifel, Nicolaus & Company, Incorporated June 2014 - August 2014
American Red Cross February 2014 - April 2014
Best International Shipping, Inc. June 2012 - June 2013
Education
Georgetown University 2011 — 2015
BSBA, Finance & Marketing
University of Oxford 2013 — 2013
Summer Business Program, International Finance & Strategic Management
West Torrance High School 2007 — 2011
KBW July 2015 - Present
Stifel, Nicolaus & Company, Incorporated June 2014 - August 2014
American Red Cross February 2014 - April 2014
Best International Shipping, Inc. June 2012 - June 2013
Education
Georgetown University 2011 — 2015
BSBA, Finance & Marketing
University of Oxford 2013 — 2013
Summer Business Program, International Finance & Strategic Management
West Torrance High School 2007 — 2011
Eric Clemmenson Eric Clemmenson's KBW Experience June 2011 - August 2011
Job Junior Floor Trader at Akuna Capital
Industry Financial Services
Experience
Akuna Capital June 2015 - Present
Dartmouth College May 2015 - July 2015
BNP Paribas June 2013 - August 2013
KBW June 2011 - August 2011
UCONN Health Center June 2011 - August 2011
Lowe's Home Improvement May 2009 - December 2009
Skills
Matlab, Microsoft Office, ArcGIS, PowerPoint, LaTeX, Microsoft Excel, Geology, Microsoft Word, Leadership, Public Speaking, Research, Data Analysis
Education
Dartmouth College 2010 — 2015
Bachelor of Engineering (B.E.), Mechanical Engineering
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Earth Sciences
Bridgton Academy 2008 — 2009
Post-Graduate
Akuna Capital June 2015 - Present
Dartmouth College May 2015 - July 2015
BNP Paribas June 2013 - August 2013
KBW June 2011 - August 2011
UCONN Health Center June 2011 - August 2011
Lowe's Home Improvement May 2009 - December 2009
Skills
Matlab, Microsoft Office, ArcGIS, PowerPoint, LaTeX, Microsoft Excel, Geology, Microsoft Word, Leadership, Public Speaking, Research, Data Analysis
Education
Dartmouth College 2010 — 2015
Bachelor of Engineering (B.E.), Mechanical Engineering
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Earth Sciences
Bridgton Academy 2008 — 2009
Post-Graduate
Patrick A. Quinn Patrick A. Quinn's KBW Experience July 2012 - March 2013
Job Founder & CEO at Hat Tip Wealth Management, LLC
Industry Financial Services
Experience
Hat Tip Wealth Management, LLC June 2015 - Present
Wells Fargo Securities March 2013 - February 2015
KBW July 2012 - March 2013
Federal Home Loan Bank of Chicago August 2005 - June 2012
BNP Paribas, Chicago & New York November 2000 - June 2005
ABN AMRO Bank N.V. 1999 - 2000
Mizuho Financial Group 1994 - 1999
Skills
ALM, Treasury Management, Banking, Hedging, Liquidity Risk, Liquidity Management, Liquidity, Market Risk, Interest Rate Risk..., Trading, Financial Markets, Structuring, Capital Markets, Derivatives, Portfolio Management, Cash Management, Risk Management, Fixed Income, Investments, Credit, FX, Securities, Options, Economics, Bonds, Bloomberg
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, Finance
Marquette University 1987 — 1991
B.S., Economics
Hat Tip Wealth Management, LLC June 2015 - Present
Wells Fargo Securities March 2013 - February 2015
KBW July 2012 - March 2013
Federal Home Loan Bank of Chicago August 2005 - June 2012
BNP Paribas, Chicago & New York November 2000 - June 2005
ABN AMRO Bank N.V. 1999 - 2000
Mizuho Financial Group 1994 - 1999
Skills
ALM, Treasury Management, Banking, Hedging, Liquidity Risk, Liquidity Management, Liquidity, Market Risk, Interest Rate Risk..., Trading, Financial Markets, Structuring, Capital Markets, Derivatives, Portfolio Management, Cash Management, Risk Management, Fixed Income, Investments, Credit, FX, Securities, Options, Economics, Bonds, Bloomberg
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, Finance
Marquette University 1987 — 1991
B.S., Economics
Anthony Yoon's KBW Experience February 2011 - July 2012
Job Sales Director at Silverlight Digital
Industry Marketing and Advertising
Experience
Silverlight Digital October 2014 - September 2015
IRC Securities December 2013 - October 2014
Europe & South America June 2012 - July 2013
KBW February 2011 - July 2012
Macquarie Group October 2009 - November 2010
Macquarie Group November 2007 - September 2009
Education
Carnegie Mellon University
BS, Business administration
Hunter College High School
Silverlight Digital October 2014 - September 2015
IRC Securities December 2013 - October 2014
Europe & South America June 2012 - July 2013
KBW February 2011 - July 2012
Macquarie Group October 2009 - November 2010
Macquarie Group November 2007 - September 2009
Education
Carnegie Mellon University
BS, Business administration
Hunter College High School
Madalyn McGahan's KBW Experience June 2011 - August 2011
Job Customer Success Manager at FoodEssentials Corporation
Industry Information Technology and Services
Experience
Label Insight Incorporated February 2015 - Present
Label Insight Incorporated April 2014 - February 2015
CNA Insurance August 2012 - March 2014
KBW June 2011 - August 2011
J. Crew May 2010 - August 2010
UBS June 2010 - July 2010
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Budapesti Corvinus Egyetem 2010 — 2010
Finance, Marketing, Hungarian Language, and Eastern European History
Villa Duchesne 2004 — 2008
Label Insight Incorporated February 2015 - Present
Label Insight Incorporated April 2014 - February 2015
CNA Insurance August 2012 - March 2014
KBW June 2011 - August 2011
J. Crew May 2010 - August 2010
UBS June 2010 - July 2010
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Budapesti Corvinus Egyetem 2010 — 2010
Finance, Marketing, Hungarian Language, and Eastern European History
Villa Duchesne 2004 — 2008
Sandra Osborne, CFA Sandra Osborne, CFA's KBW Experience February 2010 - May 2010
Job Senior Officer of Investments at ImpactAssets
Industry Financial Services
Experience
ImpactAssets July 2014 - Present
Developing World Markets February 2011 - June 2014
KBW February 2010 - May 2010
KBW May 2006 - February 2009
Skills
Valuation, Equity Research, Financial Reporting, Capital Markets, Microsoft Excel, Financial Modeling, Accounting, Emerging Markets, Financial Institutions, Financial Analysis, Chartered Financial...
Education
New York University 2004 — 2006
MA, Economics
Louisiana State University 2002 — 2004
BS, Economics
ImpactAssets July 2014 - Present
Developing World Markets February 2011 - June 2014
KBW February 2010 - May 2010
KBW May 2006 - February 2009
Skills
Valuation, Equity Research, Financial Reporting, Capital Markets, Microsoft Excel, Financial Modeling, Accounting, Emerging Markets, Financial Institutions, Financial Analysis, Chartered Financial...
Education
New York University 2004 — 2006
MA, Economics
Louisiana State University 2002 — 2004
BS, Economics
Ibraheem Abdul-Malik's KBW Experience December 2010 - March 2011
Job Account Director at MdotM
Industry Computer Software
Experience
MdotM March 2015 - Present
Zynga September 2013 - February 2015
TinyCo July 2012 - December 2012
MdotM June 2011 - June 2012
KBW December 2010 - March 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Skills
Bloomberg, Investment Banking, Capital Markets, Equity Research, Microsoft Office, Adobe Creative Suite, Valuation, Mobile Applications, Monetization, Python, MySQL, PHP, Amazon Web Services..., Linux, Vertica, Django, Wordpress, Product Management, Google API, Mobile Games, Mergers & Acquisitions, Android, PostgreSQL, Affiliate Marketing, Data Visualization, Asana, VBA, Git, SEM, SEO, Training & Development, Mobile Advertising
Education
The University of Texas at Austin 2003 — 2008
BBA, Marketing
ESCP Europe 2008 — 2008
Programme Master Grande Ecole, International Business
MdotM March 2015 - Present
Zynga September 2013 - February 2015
TinyCo July 2012 - December 2012
MdotM June 2011 - June 2012
KBW December 2010 - March 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2008 - September 2008
Skills
Bloomberg, Investment Banking, Capital Markets, Equity Research, Microsoft Office, Adobe Creative Suite, Valuation, Mobile Applications, Monetization, Python, MySQL, PHP, Amazon Web Services..., Linux, Vertica, Django, Wordpress, Product Management, Google API, Mobile Games, Mergers & Acquisitions, Android, PostgreSQL, Affiliate Marketing, Data Visualization, Asana, VBA, Git, SEM, SEO, Training & Development, Mobile Advertising
Education
The University of Texas at Austin 2003 — 2008
BBA, Marketing
ESCP Europe 2008 — 2008
Programme Master Grande Ecole, International Business
Kara Mylod's KBW Experience January 2011 - April 2011
Job Consultant for Beautycounter
Industry Health, Wellness and Fitness
Experience
Beautycounter March 2015 - Present
Flywheel Sports February 2012 - December 2013
KBW January 2011 - April 2011
Keefe, Bruyette & Woods June 2010 - September 2010
Ceci New York February 2010 - May 2010
Keefe, Bruyette & Woods August 2007 - December 2009
Keefe, Bruyette & Woods September 2005 - December 2009
Education
Institute for Integrative Nutrition 2010 — 2010
Health Coach
Fordham University 2002 — 2005
BA, Communications
The Ursuline School 1997 — 2001
Beautycounter March 2015 - Present
Flywheel Sports February 2012 - December 2013
KBW January 2011 - April 2011
Keefe, Bruyette & Woods June 2010 - September 2010
Ceci New York February 2010 - May 2010
Keefe, Bruyette & Woods August 2007 - December 2009
Keefe, Bruyette & Woods September 2005 - December 2009
Education
Institute for Integrative Nutrition 2010 — 2010
Health Coach
Fordham University 2002 — 2005
BA, Communications
The Ursuline School 1997 — 2001
Noah Kaufman Noah Kaufman's KBW Experience June 2004 - June 2006
Job Climate Economist at World Resources Institute
Industry Environmental Services
Experience
World Resources Institute March 2015 - Present
NERA Economic Consulting July 2011 - March 2015
The University of Texas at Austin August 2007 - May 2011
Resources for the Future May 2008 - August 2009
NERA Economic Consulting July 2006 - June 2007
KBW June 2004 - June 2006
Skills
Climate Change, Environmental Policy, Economics, Energy Policy, Energy Efficiency, Environmental Awareness, Environmental Issues, Environmental Economics, Program Management, Corporate Finance, Finance, Water Quality, Stata, Econometrics, Statistics
Education
The University of Texas at Austin 2007 — 2011
Ph.D., Economics
Duke University 2000 — 2004
B.S., Economics
World Resources Institute March 2015 - Present
NERA Economic Consulting July 2011 - March 2015
The University of Texas at Austin August 2007 - May 2011
Resources for the Future May 2008 - August 2009
NERA Economic Consulting July 2006 - June 2007
KBW June 2004 - June 2006
Skills
Climate Change, Environmental Policy, Economics, Energy Policy, Energy Efficiency, Environmental Awareness, Environmental Issues, Environmental Economics, Program Management, Corporate Finance, Finance, Water Quality, Stata, Econometrics, Statistics
Education
The University of Texas at Austin 2007 — 2011
Ph.D., Economics
Duke University 2000 — 2004
B.S., Economics
Ryan Tang Ryan Tang's KBW Experience June 2008 - August 2008
Job MBA Candidate at Columbia Business School
Industry Management Consulting
Experience
NERA Economic Consulting July 2010 - August 2015
Economists Incorporated June 2009 - June 2010
Roosevelt Institute September 2008 - June 2009
The Brookings Institution September 2008 - December 2008
KBW June 2008 - August 2008
Hudson Institute June 2007 - August 2007
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Williams College
Bachelor of Arts (BA), Economics, Cum Laude
NERA Economic Consulting July 2010 - August 2015
Economists Incorporated June 2009 - June 2010
Roosevelt Institute September 2008 - June 2009
The Brookings Institution September 2008 - December 2008
KBW June 2008 - August 2008
Hudson Institute June 2007 - August 2007
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Williams College
Bachelor of Arts (BA), Economics, Cum Laude
Brian Finneran's KBW Experience August 2010 - September 2012
Job Equity Research Associate at Barclays
Industry Financial Services
Experience
Barclays October 2014 - Present
William Blair & Company September 2012 - October 2014
KBW August 2010 - September 2012
BNY Mellon June 2009 - August 2009
KBW June 2008 - August 2008
Skills
Equity Research, Bloomberg, Valuation, DCF, Financial Modeling, Equities, Investment Banking, Capital Markets, Series 7, Equity Valuation, Fixed Income, Hedge Funds
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Finance, Management
Barclays October 2014 - Present
William Blair & Company September 2012 - October 2014
KBW August 2010 - September 2012
BNY Mellon June 2009 - August 2009
KBW June 2008 - August 2008
Skills
Equity Research, Bloomberg, Valuation, DCF, Financial Modeling, Equities, Investment Banking, Capital Markets, Series 7, Equity Valuation, Fixed Income, Hedge Funds
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Finance, Management
Michael C. Brown, CFA Michael C. Brown, CFA's KBW Experience August 2015 - Present
Job Assistant Vice President, Equity Research at KBW
Industry Financial Services
Experience
KBW August 2015 - Present
Citi March 2014 - August 2015
Citigroup February 2013 - March 2014
Citi January 2011 - February 2013
Travelers Insurance June 2009 - December 2010
Travelers Insurance June 2008 - August 2008
Skills
Investments, Financial Modeling, Financial Analysis, Equities, Microsoft Excel, Finance, Corporate Finance, Bloomberg, Access, Financial Reporting, Fixed Income, Capital Markets, Strategic Financial..., Variance Analysis, Banking, Financial Planning
Education
James Madison University 2006 — 2009
BBA, Finance
KBW August 2015 - Present
Citi March 2014 - August 2015
Citigroup February 2013 - March 2014
Citi January 2011 - February 2013
Travelers Insurance June 2009 - December 2010
Travelers Insurance June 2008 - August 2008
Skills
Investments, Financial Modeling, Financial Analysis, Equities, Microsoft Excel, Finance, Corporate Finance, Bloomberg, Access, Financial Reporting, Fixed Income, Capital Markets, Strategic Financial..., Variance Analysis, Banking, Financial Planning
Education
James Madison University 2006 — 2009
BBA, Finance
Anna Shea's KBW Experience July 2015 - Present
Job Investment Banking Analyst at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW July 2015 - Present
YSC January 2015 - May 2015
Human Technologies, Inc September 2014 - December 2014
KBW June 2014 - August 2014
Human Technologies, Inc January 2014 - April 2014
Furman University Physical Activities Center August 2013 - December 2013
Human Technologies, Inc May 2013 - August 2013
Ball May 2012 - July 2012
Skills
Accounting, Payroll, Invoicing, Microsoft Excel, Recruiting, Temporary Placement, Time Management, Human Resources, Employee Benefits, Staffing Services, Outlook, Temporary Staffing, Data Entry, Analysis, Public Speaking, Customer Service, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Event Planning, Social Media, Social Networking
Education
Furman University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Darlington School 2007 — 2011
High School
KBW July 2015 - Present
YSC January 2015 - May 2015
Human Technologies, Inc September 2014 - December 2014
KBW June 2014 - August 2014
Human Technologies, Inc January 2014 - April 2014
Furman University Physical Activities Center August 2013 - December 2013
Human Technologies, Inc May 2013 - August 2013
Ball May 2012 - July 2012
Skills
Accounting, Payroll, Invoicing, Microsoft Excel, Recruiting, Temporary Placement, Time Management, Human Resources, Employee Benefits, Staffing Services, Outlook, Temporary Staffing, Data Entry, Analysis, Public Speaking, Customer Service, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Event Planning, Social Media, Social Networking
Education
Furman University 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Darlington School 2007 — 2011
High School
Maja Feenick Maja Feenick's KBW Experience November 2014 - Present
Job Equity Research Associate at KBW
Industry Financial Services
Experience
KBW November 2014 - Present
Putnam Investments December 2013 - October 2014
Putnam Investments July 2013 - December 2013
Northwestern Mutual May 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Strategic Financial..., Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Social Media, Finance, Research, Financial Planning, Mutual Funds
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Communications
The Pingry School 2006 — 2009
KBW November 2014 - Present
Putnam Investments December 2013 - October 2014
Putnam Investments July 2013 - December 2013
Northwestern Mutual May 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Strategic Financial..., Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Social Media, Finance, Research, Financial Planning, Mutual Funds
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Communications
The Pingry School 2006 — 2009
Sarah McGrath Sarah McGrath's KBW Experience May 2011 - June 2011
Job Assistant Account Executive at Prosek Partners
Industry Public Relations and Communications
Experience
Prosek Partners June 2015 - Present
ICR June 2014 - August 2014
Barclays July 2013 - August 2013
More Magazine May 2012 - August 2012
KBW May 2011 - June 2011
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Program
Newark Academy 2004 — 2011
High School Diploma
Prosek Partners June 2015 - Present
ICR June 2014 - August 2014
Barclays July 2013 - August 2013
More Magazine May 2012 - August 2012
KBW May 2011 - June 2011
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Program
Newark Academy 2004 — 2011
High School Diploma
Douglas Sexauer's KBW Experience June 2011 - February 2012
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Investment Banking
Experience
Navigant Capital Advisors February 2012 - August 2015
KBW June 2011 - February 2012
COUNTRY Financial May 2010 - August 2010
Wintrust Mortgage Corporation May 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Finance
Navigant Capital Advisors February 2012 - August 2015
KBW June 2011 - February 2012
COUNTRY Financial May 2010 - August 2010
Wintrust Mortgage Corporation May 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Finance
Vincent Maglione, GSEC Vincent Maglione, GSEC's KBW Experience June 2011 - August 2011
Job Information Security Administrator at NASDAQ OMX
Industry Information Technology and Services
Experience
NASDAQ OMX January 2014 - Present
NASDAQ OMX June 2013 - August 2013
Chartwells (Higher Education Division) November 2006 - June 2013
Touch of Gold Gutters November 2006 - May 2013
KBW June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Customer Service, Time Management, Event Planning, Outlook, Teamwork, Research, Inventory Management, Public Speaking, Data Entry, Process Scheduler, Facebook, Social Media, Food Service, Food Safety, Photoshop
Education
Kean University 2011 — 2013
Bachelor's degree, Finance, General
Ocean County College 2007 — 2009
Bachelor of Science (BS), Pre-Business
NASDAQ OMX January 2014 - Present
NASDAQ OMX June 2013 - August 2013
Chartwells (Higher Education Division) November 2006 - June 2013
Touch of Gold Gutters November 2006 - May 2013
KBW June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Customer Service, Time Management, Event Planning, Outlook, Teamwork, Research, Inventory Management, Public Speaking, Data Entry, Process Scheduler, Facebook, Social Media, Food Service, Food Safety, Photoshop
Education
Kean University 2011 — 2013
Bachelor's degree, Finance, General
Ocean County College 2007 — 2009
Bachelor of Science (BS), Pre-Business
Brian B. Murray Brian B. Murray's KBW Experience July 2010 - February 2013
Job Senior Managing Director at Cushman & Wakefield Real Estate and Financial Services
Industry Investment Banking
Experience
Cushman & Wakefield July 2015 - Present
Situs Companies March 2013 - July 2015
Seton Hall University April 2010 - April 2014
KBW July 2010 - February 2013
Palisades Financial December 2006 - July 2010
Skills
Series 7, Series 63, Investments, Financial Modeling, Asset Managment, Valuation, Portfolio Management, Commercial Real Estate, Real Estate Financing, Private Equity, Underwriting, Loan Origination, Loan Sales, Asset Management, Loans, Real Estate, Due Diligence, CMBS, Financial Analysis, Real Estate Economics, Project Management, Credit, Mergers & Acquisitions, Capital Raising, Banking, Equities, Financial Services, Mortgage Lending, Corporate Finance, Structured Finance, Finance, Acquisitions, Financial Structuring, Investment Banking
Education
Seton Hall University 2004 — 2006
M.B.A, Stillman School of Business
New York University 2007 — 2007
Real Estate, Real Estate
FINRA
Series 7 & 63, Series 7 & 63
Le Moyne College 1999 — 2003
B.S., Business Administration
National University of Ireland, Galway 2001 — 2002
International Business & Economics, J.E. Cairnes School of Business & Economics
McQuaid Jesuit High School 1995 — 1999
Cushman & Wakefield July 2015 - Present
Situs Companies March 2013 - July 2015
Seton Hall University April 2010 - April 2014
KBW July 2010 - February 2013
Palisades Financial December 2006 - July 2010
Skills
Series 7, Series 63, Investments, Financial Modeling, Asset Managment, Valuation, Portfolio Management, Commercial Real Estate, Real Estate Financing, Private Equity, Underwriting, Loan Origination, Loan Sales, Asset Management, Loans, Real Estate, Due Diligence, CMBS, Financial Analysis, Real Estate Economics, Project Management, Credit, Mergers & Acquisitions, Capital Raising, Banking, Equities, Financial Services, Mortgage Lending, Corporate Finance, Structured Finance, Finance, Acquisitions, Financial Structuring, Investment Banking
Education
Seton Hall University 2004 — 2006
M.B.A, Stillman School of Business
New York University 2007 — 2007
Real Estate, Real Estate
FINRA
Series 7 & 63, Series 7 & 63
Le Moyne College 1999 — 2003
B.S., Business Administration
National University of Ireland, Galway 2001 — 2002
International Business & Economics, J.E. Cairnes School of Business & Economics
McQuaid Jesuit High School 1995 — 1999
R.J. Grant R.J. Grant's KBW Experience July 2012 - Present
Job Managing Director Head Equity Trader at KBW
Industry Investment Banking
Experience
KBW July 2012 - Present
KBW December 2005 - July 2012
Ryan Beck & Co. 2004 - 2005
Skills
Series 7, Bloomberg, Equities, Fixed Income, Securities, Trading, Capital Markets, Investment Banking, Series 63, Asset Managment, Valuation, Hedge Funds, Equity Trading, Electronic Trading, ETFs, Trading Systems, Bloomberg Terminal, Series 24, Sell Side, Market Making, Volatility, Venture Capital, Securitization, Trading Strategies, Alternative Investments, CFDs, Options, Global Macro, Event Driven, Charles River IMS, Market Data, FINRA, DTC, Statistical Arbitrage, Business Strategy, Program Trading, Execution Management..., Best Execution, Real Estate Economics, Equity Research, Settlement, Stocks
Education
Bucknell University 1999 — 2003
ardsley
KBW July 2012 - Present
KBW December 2005 - July 2012
Ryan Beck & Co. 2004 - 2005
Skills
Series 7, Bloomberg, Equities, Fixed Income, Securities, Trading, Capital Markets, Investment Banking, Series 63, Asset Managment, Valuation, Hedge Funds, Equity Trading, Electronic Trading, ETFs, Trading Systems, Bloomberg Terminal, Series 24, Sell Side, Market Making, Volatility, Venture Capital, Securitization, Trading Strategies, Alternative Investments, CFDs, Options, Global Macro, Event Driven, Charles River IMS, Market Data, FINRA, DTC, Statistical Arbitrage, Business Strategy, Program Trading, Execution Management..., Best Execution, Real Estate Economics, Equity Research, Settlement, Stocks
Education
Bucknell University 1999 — 2003
ardsley
Kevin Cecala Kevin Cecala's KBW Experience July 2011 - March 2014
Job Private Equity Associate at Hudson Advisors, LLC
Industry Investment Management
Experience
Lone Star Funds / Hudson Advisors March 2014 - Present
KBW July 2011 - March 2014
Keefe, Bruyette June 2010 - August 2010
Federal Reserve Bank May 2009 - August 2009
BPG Properties, Ltd May 2008 - August 2008
Skills
Bloomberg, Valuation, Financial Modeling, Investment Banking, Economics, Corporate Finance, Data Analysis, Financial Analysis, Equities, Quantitative Analytics, Microsoft Excel
Education
Amherst College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Temple University - Rome Campus 2009 — 2009
Tower Hill School 1994 — 2007
Lone Star Funds / Hudson Advisors March 2014 - Present
KBW July 2011 - March 2014
Keefe, Bruyette June 2010 - August 2010
Federal Reserve Bank May 2009 - August 2009
BPG Properties, Ltd May 2008 - August 2008
Skills
Bloomberg, Valuation, Financial Modeling, Investment Banking, Economics, Corporate Finance, Data Analysis, Financial Analysis, Equities, Quantitative Analytics, Microsoft Excel
Education
Amherst College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Temple University - Rome Campus 2009 — 2009
Tower Hill School 1994 — 2007
Brian Lipman's KBW Experience March 2007 - January 2009
Job Lead Technician Jay Shapiro Computers
Industry Information Technology and Services
Experience
Jay Shapiro Computer December 2011 - Present
First Capital Equities February 2009 - November 2011
Analytic Partners July 2011 - July 2011
KBW March 2007 - January 2009
Societe Generale January 1997 - November 2006
Business Technology Group June 1996 - December 1997
Skills
Microsoft Office, Windows, Crystal Reports, Desktop Support, Active Directory, Installations, Lotus Notes, Blackberry, Outlook, Word, Excel, PowerPoint, Access, XP, Blackberry Enterprise..., Operating Systems, Windows 7, Laptops, MS Project, Visio, Remedy, Citrix, Internet Explorer, Customer Service, VNC, iPhone, Norton Ghost, Android, Antivirus, Adobe Acrobat, Sametime, TCP/IP, DNS, DHCP, Group Policy, Technical Support, Software Installation, Help Desk Support, Hardware, Networking, Disaster Recovery, System Deployment, VMware, Troubleshooting
Education
Hofstra University 1996 — 1998
Certificate, Systems Analysis and Design
Adelphi University 1992 — 1995
BA, Communications
Jay Shapiro Computer December 2011 - Present
First Capital Equities February 2009 - November 2011
Analytic Partners July 2011 - July 2011
KBW March 2007 - January 2009
Societe Generale January 1997 - November 2006
Business Technology Group June 1996 - December 1997
Skills
Microsoft Office, Windows, Crystal Reports, Desktop Support, Active Directory, Installations, Lotus Notes, Blackberry, Outlook, Word, Excel, PowerPoint, Access, XP, Blackberry Enterprise..., Operating Systems, Windows 7, Laptops, MS Project, Visio, Remedy, Citrix, Internet Explorer, Customer Service, VNC, iPhone, Norton Ghost, Android, Antivirus, Adobe Acrobat, Sametime, TCP/IP, DNS, DHCP, Group Policy, Technical Support, Software Installation, Help Desk Support, Hardware, Networking, Disaster Recovery, System Deployment, VMware, Troubleshooting
Education
Hofstra University 1996 — 1998
Certificate, Systems Analysis and Design
Adelphi University 1992 — 1995
BA, Communications
Daniel Browne Daniel Browne's KBW Experience August 2003 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
Banca IMI August 2014 - Present
CIBC World Markets March 2013 - October 2013
The Seaport Group November 2011 - February 2013
KBW August 2003 - August 2011
Barclays Capital August 1994 - July 2003
Skills
Fixed Income, High Yield, Sales, Management, Capital Markets, CRM, Options, Securities, Credit, Structured Products, Hedge Funds, Bloomberg, Structured Finance
Education
Penn State University 1992 — 1994
MBA, Finance
Drexel University 1985 — 1990
BS EE, Engineering
Banca IMI August 2014 - Present
CIBC World Markets March 2013 - October 2013
The Seaport Group November 2011 - February 2013
KBW August 2003 - August 2011
Barclays Capital August 1994 - July 2003
Skills
Fixed Income, High Yield, Sales, Management, Capital Markets, CRM, Options, Securities, Credit, Structured Products, Hedge Funds, Bloomberg, Structured Finance
Education
Penn State University 1992 — 1994
MBA, Finance
Drexel University 1985 — 1990
BS EE, Engineering
Alexander Migel Alexander Migel's KBW Experience January 2009 - January 2010
Job Global Strategy & Corporate Development at New Balance
Industry Consumer Goods
Experience
New Balance May 2013 - Present
New Balance May 2012 - May 2013
KBW January 2009 - January 2010
IBS Securities Co. LTD January 2005 - January 2009
Milbank Roy January 2006 - January 2008
The Farrington Group September 2004 - January 2005
Skills
Valuation, Business Development, Marketing, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Capital Markets, Business Strategy, Investment Banking, CRM, Financial Modeling, Data Analysis, Strategy, Corporate Finance, Financial Services
Education
Boston University - School of Management 2011 — 2013
MBA, Concentration in Marketing
Harvard University Extension School 2010 — 2012
Master of Liberal Arts, Sustainability and Environmental Management
University of Vermont 2000 — 2004
Bachelor of Arts, English, Business, Environmental Studies
New Balance May 2013 - Present
New Balance May 2012 - May 2013
KBW January 2009 - January 2010
IBS Securities Co. LTD January 2005 - January 2009
Milbank Roy January 2006 - January 2008
The Farrington Group September 2004 - January 2005
Skills
Valuation, Business Development, Marketing, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Capital Markets, Business Strategy, Investment Banking, CRM, Financial Modeling, Data Analysis, Strategy, Corporate Finance, Financial Services
Education
Boston University - School of Management 2011 — 2013
MBA, Concentration in Marketing
Harvard University Extension School 2010 — 2012
Master of Liberal Arts, Sustainability and Environmental Management
University of Vermont 2000 — 2004
Bachelor of Arts, English, Business, Environmental Studies
Michael Esposito's KBW Experience August 2013 - Present
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW August 2013 - Present
KBW June 2012 - August 2012
Triton Research September 2011 - January 2012
Northwestern Mutual Financial Network June 2010 - April 2011
Timothy Bishop for Congress September 2010 - November 2010
Skills
Valuation, Database Management, Data Analysis, Economic Policy, Market Research, PowerPoint, Microsoft Excel
Education
New York University 2010 — 2013
B.A., Economics
Fairfield University 2008 — 2010
B.A., Finance and Business Management
KBW August 2013 - Present
KBW June 2012 - August 2012
Triton Research September 2011 - January 2012
Northwestern Mutual Financial Network June 2010 - April 2011
Timothy Bishop for Congress September 2010 - November 2010
Skills
Valuation, Database Management, Data Analysis, Economic Policy, Market Research, PowerPoint, Microsoft Excel
Education
New York University 2010 — 2013
B.A., Economics
Fairfield University 2008 — 2010
B.A., Finance and Business Management
Lance Stafford, CFA's KBW Experience March 2002 - November 2012
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Financial Services
Experience
Capital Group Private Client Services August 2014 - Present
L and R Investors November 2013 - July 2014
Zelman & Associates April 2013 - November 2013
KBW March 2002 - November 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA
Emory University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Capital Group Private Client Services August 2014 - Present
L and R Investors November 2013 - July 2014
Zelman & Associates April 2013 - November 2013
KBW March 2002 - November 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA
Emory University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Ashwin Kakani, CFA's KBW Experience February 2015 - Present
Job Vice President, KBW (A Stifel Company)
Industry Financial Services
Experience
KBW February 2015 - Present
AmericanWest Bank August 2012 - February 2015
Gleacher & Company March 2011 - June 2012
Sunrise Securities November 2009 - March 2011
Colonial Bank October 2004 - November 2009
Colonial Bank October 2003 - October 2004
Colonial Bank June 2003 - October 2003
Colonial Bank June 2002 - May 2003
Godavari Drugs Ltd January 1999 - December 2000
Modani Bros March 1995 - July 1997
Skills
Portfolio Management, Derivatives, Securities, Investment Banking, Financial Modeling, Fixed Income, Project Management, Investments, M&A Modeling, Valuation, Capital Markets, Financial Analysis, Finance, Equities, Structured Finance, Bloomberg
Education
Auburn University 2001 — 2003
MSBA, Finance
Osmania University 1997 — 1999
MBA, Finance
KBW February 2015 - Present
AmericanWest Bank August 2012 - February 2015
Gleacher & Company March 2011 - June 2012
Sunrise Securities November 2009 - March 2011
Colonial Bank October 2004 - November 2009
Colonial Bank October 2003 - October 2004
Colonial Bank June 2003 - October 2003
Colonial Bank June 2002 - May 2003
Godavari Drugs Ltd January 1999 - December 2000
Modani Bros March 1995 - July 1997
Skills
Portfolio Management, Derivatives, Securities, Investment Banking, Financial Modeling, Fixed Income, Project Management, Investments, M&A Modeling, Valuation, Capital Markets, Financial Analysis, Finance, Equities, Structured Finance, Bloomberg
Education
Auburn University 2001 — 2003
MSBA, Finance
Osmania University 1997 — 1999
MBA, Finance
Aaron D. Teitelbaum, CFA's KBW Experience August 2007 - April 2012
Job Analyst at Junto Capital
Industry Financial Services
Experience
Junto Capital September 2013 - Present
Surveyor Capital July 2011 - August 2013
KBW August 2007 - April 2012
KBW Inc. August 2007 - March 2010
Merrill Lynch June 2006 - September 2006
Education
Dartmouth College 2003 — 2007
BA, Engineering Sciences, Economics
NBTHS 1999 — 2003
Junto Capital September 2013 - Present
Surveyor Capital July 2011 - August 2013
KBW August 2007 - April 2012
KBW Inc. August 2007 - March 2010
Merrill Lynch June 2006 - September 2006
Education
Dartmouth College 2003 — 2007
BA, Engineering Sciences, Economics
NBTHS 1999 — 2003
Kwok, Steven, CFA's KBW Experience November 2006 - Present
Job AVP at KBW
Industry Financial Services
Experience
KBW November 2006 - Present
Education
Cornell University
BA, Economics
KBW November 2006 - Present
Education
Cornell University
BA, Economics
Declan O'Callaghan's KBW Experience January 2002 - Present
Job Associate Director, Sandler O' Neill & Partners
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. December 2014 - Present
Guggenhein Securities February 2013 - Present
KBW January 2002 - Present
KBW 2002 - Present
Keefe, Bruyette & Woods, Inc. 2002 - Present
Education
Iona College 1990 — 1997
Sandler O'Neill & Partners, L.P. December 2014 - Present
Guggenhein Securities February 2013 - Present
KBW January 2002 - Present
KBW 2002 - Present
Keefe, Bruyette & Woods, Inc. 2002 - Present
Education
Iona College 1990 — 1997
Brad Natale's KBW Experience September 2009 - February 2011
Job Business Development Associate at Xanterra Parks & Resorts
Industry Leisure, Travel & Tourism
Experience
Xanterra Parks & Resorts June 2013 - Present
KBW September 2009 - February 2011
Sunrise Senior Living September 2008 - September 2009
Sunrise Senior Living July 2007 - September 2008
Skills
Due Diligence, Valuation, Asset Managment, Investment Banking, Investments, Capital Markets, Real Estate, Finance, Investment Properties, Entrepreneurship, Financial Modeling, Financial Analysis, Negotiation, Corporate Finance, Private Equity
Education
Babson College 2003 — 2007
BS, Finance & International Business
University of Granada, Spain 2005 — 2005
Xanterra Parks & Resorts June 2013 - Present
KBW September 2009 - February 2011
Sunrise Senior Living September 2008 - September 2009
Sunrise Senior Living July 2007 - September 2008
Skills
Due Diligence, Valuation, Asset Managment, Investment Banking, Investments, Capital Markets, Real Estate, Finance, Investment Properties, Entrepreneurship, Financial Modeling, Financial Analysis, Negotiation, Corporate Finance, Private Equity
Education
Babson College 2003 — 2007
BS, Finance & International Business
University of Granada, Spain 2005 — 2005
Stephen Scouten, CFA's KBW Experience May 2011 - May 2014
Job Associate Director, Sandler O'Neill
Industry Banking
Experience
Sandler O'Neill & Partners, L.P. May 2014 - Present
KBW May 2011 - May 2014
SunTrust Robinson Humphrey June 2010 - May 2011
First Option Mortgage June 2006 - May 2011
First Option Mortgage June 2006 - May 2011
Emory University December 2008 - May 2010
Amerisave Mortgage Corporation 2002 - 2003
Skills
Banking, Finance, Investments, Financial Analysis, Underwriting, Portfolio Management, Business Development, Loan Origination, Credit, Loans, Financial Modeling, Strategic Planning, CFA Level III candidate, Analysis, Capital Markets, Investment Banking, Mergers, Mortgage Lending, Valuation, Kidspiration, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance
Sandler O'Neill & Partners, L.P. May 2014 - Present
KBW May 2011 - May 2014
SunTrust Robinson Humphrey June 2010 - May 2011
First Option Mortgage June 2006 - May 2011
First Option Mortgage June 2006 - May 2011
Emory University December 2008 - May 2010
Amerisave Mortgage Corporation 2002 - 2003
Skills
Banking, Finance, Investments, Financial Analysis, Underwriting, Portfolio Management, Business Development, Loan Origination, Credit, Loans, Financial Modeling, Strategic Planning, CFA Level III candidate, Analysis, Capital Markets, Investment Banking, Mergers, Mortgage Lending, Valuation, Kidspiration, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance
Yasser Kinawy's KBW Experience 1994 - 2008
Job Independent Accounting Professional
Industry Accounting
Experience
Cantata 2008 - 2008
Hollister Associates 2006 - 2008
KBW 1994 - 2008
Tedeschi Food Shops, Inc. 2000 - 2000
Education
Cairo University 1969 — 1974
Cantata 2008 - 2008
Hollister Associates 2006 - 2008
KBW 1994 - 2008
Tedeschi Food Shops, Inc. 2000 - 2000
Education
Cairo University 1969 — 1974
Yesilin Gaviria's KBW Experience June 2011 - Present
Job Assistant Vice President of Compliance at KBW
Industry Financial Services
Experience
KBW June 2011 - Present
Protiviti September 2006 - March 2011
Administration for Children's Services August 2000 - August 2006
Skills
Due Diligence, AML, Internal Audit, Risk Assessment, Financial Services, Governance, Financial Risk, Risk Management, Auditing, Corporate Governance, Enterprise Risk..., Process Improvement, Internal Controls, Business Process..., Banking, Operational Risk..., Corporate Finance, Management, Operational Risk, Asset Management, IT Audit
Education
City University of New York-John Jay College of Criminal Justice 1996 — 2000
B.A., Forensic Psychology
Francis Lewis High School
KBW June 2011 - Present
Protiviti September 2006 - March 2011
Administration for Children's Services August 2000 - August 2006
Skills
Due Diligence, AML, Internal Audit, Risk Assessment, Financial Services, Governance, Financial Risk, Risk Management, Auditing, Corporate Governance, Enterprise Risk..., Process Improvement, Internal Controls, Business Process..., Banking, Operational Risk..., Corporate Finance, Management, Operational Risk, Asset Management, IT Audit
Education
City University of New York-John Jay College of Criminal Justice 1996 — 2000
B.A., Forensic Psychology
Francis Lewis High School
Alexander Brooks's KBW Experience July 2011 - January 2012
Job Associate at CS Capital Advisors, LLC
Industry Financial Services
Experience
CS Capital Advisors, LLC February 2012 - Present
KBW July 2011 - January 2012
Father Financial June 2010 - August 2010
CWCapital Real Estate Investment May 2009 - August 2009
Brown Corp. Automotive Parts Manufacturer August 2006 - September 2006
Carhartt Corporation - Clothing Manufacturer May 2006 - June 2006
Skills
Financial Modeling, Excel, PowerPoint, Word, Valuation, Finance, Financial Analysis
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Finance and Accounting
University of Westminster 2009 — 2010
Study Abroad, Finance
University Liggett School 2004 — 2007
CS Capital Advisors, LLC February 2012 - Present
KBW July 2011 - January 2012
Father Financial June 2010 - August 2010
CWCapital Real Estate Investment May 2009 - August 2009
Brown Corp. Automotive Parts Manufacturer August 2006 - September 2006
Carhartt Corporation - Clothing Manufacturer May 2006 - June 2006
Skills
Financial Modeling, Excel, PowerPoint, Word, Valuation, Finance, Financial Analysis
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Finance and Accounting
University of Westminster 2009 — 2010
Study Abroad, Finance
University Liggett School 2004 — 2007
Samuel Reinhart's KBW Experience May 2002 - May 2007
Job CoHead of FIG DCM and Solutions UBS
Industry Banking
Experience
UBS November 2014 - Present
Barclays September 2007 - November 2014
Lehman Brothers May 2007 - September 2008
KBW May 2002 - May 2007
Skills
Valuation, Private Equity, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Due Diligence, Client Relations, Capital Markets, Bloomberg, Alternative Investments
Education
Amherst College
UBS November 2014 - Present
Barclays September 2007 - November 2014
Lehman Brothers May 2007 - September 2008
KBW May 2002 - May 2007
Skills
Valuation, Private Equity, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Due Diligence, Client Relations, Capital Markets, Bloomberg, Alternative Investments
Education
Amherst College
Matthew Escovar's KBW Experience November 2014 - Present
Job Debt Capital Markets at KBW
Industry Investment Banking
Experience
KBW November 2014 - Present
Macquarie Group September 2009 - Present
Barclays Capital July 2008 - January 2009
Lehman Brothers 2008 - 2008
Skills
Valuation, Capital Markets, Equities, Bloomberg, Financial Modeling, Fixed Income, Corporate Finance, Investment Banking
Education
INSEAD 2011 — 2013
Masters of Finance (Investment Banking), Finance, General
Cornell University 2004 — 2008
Industrial and Labor Relations, Economics, Finance
KBW November 2014 - Present
Macquarie Group September 2009 - Present
Barclays Capital July 2008 - January 2009
Lehman Brothers 2008 - 2008
Skills
Valuation, Capital Markets, Equities, Bloomberg, Financial Modeling, Fixed Income, Corporate Finance, Investment Banking
Education
INSEAD 2011 — 2013
Masters of Finance (Investment Banking), Finance, General
Cornell University 2004 — 2008
Industrial and Labor Relations, Economics, Finance
Richard Cagney's KBW Experience January 2015 - Present
Job Managing Director KBW
Industry Insurance
Experience
KBW January 2015 - Present
Cagney Research Group Inc. November 2007 - January 2015
Cochran Caronia Waller December 1997 - September 2007
BMO Nesbitt Burns May 1995 - August 1997
Duff & Phelps May 1985 - May 1995
Xerox Computer Services - Division of Xerox May 1983 - May 1985
Skills
Private Equity, Portfolio Management, Reinsurance, Valuation, Financial Modeling, Insurance, Equities, Corporate Finance, Underwriting, Investment Banking, Professional Liability, Property & Casualty..., Banking, Brokers, Capital Markets, Captives, Due Diligence, D, Employment Practices..., Claim, Enterprise Risk..., Executive Management, Excess, Financial Services, Hedge Funds, Fixed Income, Leadership, Investments, Market Research, Management, Mutual Funds, Mergers, Risk Management, Securities, Workers Compensation, Financial Risk, Strategic Leadership, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance and Marketing
Xavier University 1968 — 1973
BSBA, Business Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
KBW January 2015 - Present
Cagney Research Group Inc. November 2007 - January 2015
Cochran Caronia Waller December 1997 - September 2007
BMO Nesbitt Burns May 1995 - August 1997
Duff & Phelps May 1985 - May 1995
Xerox Computer Services - Division of Xerox May 1983 - May 1985
Skills
Private Equity, Portfolio Management, Reinsurance, Valuation, Financial Modeling, Insurance, Equities, Corporate Finance, Underwriting, Investment Banking, Professional Liability, Property & Casualty..., Banking, Brokers, Capital Markets, Captives, Due Diligence, D, Employment Practices..., Claim, Enterprise Risk..., Executive Management, Excess, Financial Services, Hedge Funds, Fixed Income, Leadership, Investments, Market Research, Management, Mutual Funds, Mergers, Risk Management, Securities, Workers Compensation, Financial Risk, Strategic Leadership, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance and Marketing
Xavier University 1968 — 1973
BSBA, Business Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Chris Walters's KBW Experience July 2013 - April 2015
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
KBW July 2013 - April 2015
Griffin Financial Group July 2012 - June 2013
PNC Capital Markets July 2010 - July 2012
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Equities, Finance, Series 7, Forecasting, Financial Institutions, Capital Markets, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Private Equity
Education
Franklin & Marshall College 2004 — 2008
Economics
Phillips Academy
KBW July 2013 - April 2015
Griffin Financial Group July 2012 - June 2013
PNC Capital Markets July 2010 - July 2012
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Equities, Finance, Series 7, Forecasting, Financial Institutions, Capital Markets, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Private Equity
Education
Franklin & Marshall College 2004 — 2008
Economics
Phillips Academy
David Honold, CFA's KBW Experience March 2002 - October 2005
Job Principal at Patriot Financial
Industry Investment Management
Experience
Patriot Financial February 2015 - Present
Turner Investment Partners October 2005 - January 2015
KBW March 2002 - October 2005
UBS September 2000 - February 2002
Federal Reserve Bank of New York August 1998 - September 2000
Skills
Equities, Investments, Hedge Funds, Financial Modeling, Asset Managment, Securities, Alternative Investments, Investment Management, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Valuation, Series 7, Asset Management, Mutual Funds, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor's, English
Christian Brothers Academy 1990 — 1994
Patriot Financial February 2015 - Present
Turner Investment Partners October 2005 - January 2015
KBW March 2002 - October 2005
UBS September 2000 - February 2002
Federal Reserve Bank of New York August 1998 - September 2000
Skills
Equities, Investments, Hedge Funds, Financial Modeling, Asset Managment, Securities, Alternative Investments, Investment Management, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Valuation, Series 7, Asset Management, Mutual Funds, Financial Services
Education
College of the Holy Cross 1994 — 1998
Bachelor's, English
Christian Brothers Academy 1990 — 1994
David Gong's KBW Experience September 2011 - March 2015
Job Financials Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Citadel LLC March 2015 - Present
KBW September 2011 - March 2015
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Mathematics
Citadel LLC March 2015 - Present
KBW September 2011 - March 2015
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics, Mathematics
Fitzgerald Conor's KBW Experience August 2008 - October 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2012 - Present
Bank of America October 2010 - May 2012
KBW August 2008 - October 2010
Education
Colgate University 2004 — 2008
Bachelor of Arts, Economics, History
Goldman Sachs May 2012 - Present
Bank of America October 2010 - May 2012
KBW August 2008 - October 2010
Education
Colgate University 2004 — 2008
Bachelor of Arts, Economics, History
Debbie Clamage's KBW Experience December 2014 - Present
Job Office Coordinator at KBW
Industry Insurance
Experience
KBW December 2014 - Present
various non-profit organizations 1988 - Present
Cagney Research Group 2008 - December 2014
Northwestern University September 2007 - May 2009
Skills
Fundraising, Event Planning, Non-profits, Nonprofits, Public Speaking, Marketing, Volunteer Management, Community Outreach, Event Management, Media Relations, Press Releases, Newsletters, Strategic Communications, Public Relations, Grant Writing, Community Development, Strategic Planning
Education
DePaul University 1975 — 1980
MBA, Depaul University
Barat College of DePaul University 1969 — 1973
BA, Political Science
KBW December 2014 - Present
various non-profit organizations 1988 - Present
Cagney Research Group 2008 - December 2014
Northwestern University September 2007 - May 2009
Skills
Fundraising, Event Planning, Non-profits, Nonprofits, Public Speaking, Marketing, Volunteer Management, Community Outreach, Event Management, Media Relations, Press Releases, Newsletters, Strategic Communications, Public Relations, Grant Writing, Community Development, Strategic Planning
Education
DePaul University 1975 — 1980
MBA, Depaul University
Barat College of DePaul University 1969 — 1973
BA, Political Science
David Tauber's KBW Experience 2005 - 2006
Job CVP at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company 2006 - Present
KBW 2005 - 2006
A.M. Best Company 2003 - 2005
AXA Financial 1998 - 2001
PwC 1994 - 1998
Skills
Actuarial Science, Credit Analysis, Financial Reporting, Financial Analysis, Financial Modeling
Education
Binghamton University 1990 — 1994
Bachelor of Science, Math/Computer Science
New York Life Insurance Company 2006 - Present
KBW 2005 - 2006
A.M. Best Company 2003 - 2005
AXA Financial 1998 - 2001
PwC 1994 - 1998
Skills
Actuarial Science, Credit Analysis, Financial Reporting, Financial Analysis, Financial Modeling
Education
Binghamton University 1990 — 1994
Bachelor of Science, Math/Computer Science
Brock Vandervliet's KBW Experience 1996 - 1999
Job Executive Director at Nomura Securities
Industry Investment Management
Experience
Nomura Securities June 2014 - Present
Minaret Properties, LLC January 2012 - Present
Lion's Path Capital, LLC. November 2009 - December 2011
Galleon Group May 2007 - December 2008
Partner Fund Management May 2004 - May 2007
Lehman Brothers 2000 - 2004
KBW 1996 - 1999
Loan Pricing Corporation 1993 - 1996
Skills
Equity Research, Portfolio Management, Investments, Securities, Financial Services, Hedge Funds, Equities, Financial Modeling, Valuation, Asset Managment, Capital Markets, Equity Valuation, Risk Management, Asset Management, Emerging Markets, Investment Banking, Mutual Funds, Finance, Financial Risk, Asset Allocation, Investment Management, Bonds, Investment Strategies
Education
University of Maryland College Park 1990 — 1993
MBA & MPM, Business & Public Policy
Dickinson College 1986 — 1990
BA, Political Science
Nomura Securities June 2014 - Present
Minaret Properties, LLC January 2012 - Present
Lion's Path Capital, LLC. November 2009 - December 2011
Galleon Group May 2007 - December 2008
Partner Fund Management May 2004 - May 2007
Lehman Brothers 2000 - 2004
KBW 1996 - 1999
Loan Pricing Corporation 1993 - 1996
Skills
Equity Research, Portfolio Management, Investments, Securities, Financial Services, Hedge Funds, Equities, Financial Modeling, Valuation, Asset Managment, Capital Markets, Equity Valuation, Risk Management, Asset Management, Emerging Markets, Investment Banking, Mutual Funds, Finance, Financial Risk, Asset Allocation, Investment Management, Bonds, Investment Strategies
Education
University of Maryland College Park 1990 — 1993
MBA & MPM, Business & Public Policy
Dickinson College 1986 — 1990
BA, Political Science
Jennifer L. Ferguson's KBW Experience November 2010 - February 2013
Job Compliance at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors October 2014 - Present
AIG November 2013 - October 2014
KBW November 2010 - February 2013
Semper Capital Management, L.P. (fka Utendahl Capital Management) March 2007 - February 2010
MFA Financial Inc. August 2005 - February 2007
Credit Suisse Asset Management March 1994 - August 2005
Value Line 1989 - 1994
Skills
Fixed Income, Mutual Funds, Bonds, Trading, Portfolio Management, Bloomberg, Asset Management
Education
City University of New York-Baruch College
BBA, Finance&Investments
Pace University - Lubin School of Business
MBA, Financial Management
Allianz Global Investors October 2014 - Present
AIG November 2013 - October 2014
KBW November 2010 - February 2013
Semper Capital Management, L.P. (fka Utendahl Capital Management) March 2007 - February 2010
MFA Financial Inc. August 2005 - February 2007
Credit Suisse Asset Management March 1994 - August 2005
Value Line 1989 - 1994
Skills
Fixed Income, Mutual Funds, Bonds, Trading, Portfolio Management, Bloomberg, Asset Management
Education
City University of New York-Baruch College
BBA, Finance&Investments
Pace University - Lubin School of Business
MBA, Financial Management
Lisa Salvatico's KBW Experience May 2006 - May 2009
Job Senior Sales Assistant at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann January 2015 - Present
Merrill Lynch May 2010 - January 2015
KBW May 2006 - May 2009
KBW March 2003 - May 2006
KBW June 2002 - March 2003
Skills
Series 7, Series 66, Series 63, ThomsonOne, Customer Service, Account Management, Fixed Income, Front to Back Office, Front Office Support, Financial Markets, Manage Client..., Client Development, Bloomberg
Education
George Mason University 1995 — 2000
Bachelor of Arts (BA), Communication and Media Studies
Ladenburg Thalmann January 2015 - Present
Merrill Lynch May 2010 - January 2015
KBW May 2006 - May 2009
KBW March 2003 - May 2006
KBW June 2002 - March 2003
Skills
Series 7, Series 66, Series 63, ThomsonOne, Customer Service, Account Management, Fixed Income, Front to Back Office, Front Office Support, Financial Markets, Manage Client..., Client Development, Bloomberg
Education
George Mason University 1995 — 2000
Bachelor of Arts (BA), Communication and Media Studies
Michael Needham, CFA's KBW Experience October 2012 - August 2014
Job Equity Research Analyst at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch August 2014 - Present
KBW October 2012 - August 2014
Prudential Financial July 2008 - October 2012
BlackRock June 2008 - August 2008
Skills
Investments, Fixed Income, Financial Analysis, Asset Managment, Financial Modeling, Valuation, Equities
Education
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch August 2014 - Present
KBW October 2012 - August 2014
Prudential Financial July 2008 - October 2012
BlackRock June 2008 - August 2008
Skills
Investments, Fixed Income, Financial Analysis, Asset Managment, Financial Modeling, Valuation, Equities
Education
Bucknell University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Jack Powers's KBW Experience 1988 - 1989
Job Institutional Equity Sales Trader at APB Financial Group, LLC
Industry Banking
Experience
APB Financial Group, LLC December 2013 - Present
INTL Trading September 2011 - January 2012
Commerzbank AG July 2007 - October 2009
Alfa Capital 2007 - 2007
Halpern Capital 2005 - January 2006
Numis Securities 2006 - 2006
ABN AMRO 1996 - 2001
Credit Lyonnais Securities 1993 - 1996
Wheat FIrst Securities 1991 - 1992
KBW 1988 - 1989
Skills
Equities, Trading, Hedge Funds, Investments, Bloomberg, Electronic Trading, Asset Management, Capital Markets, Investment Management, Fixed Income, Hedging, Trading Strategies, Currency, Traders, Derivatives, Trading Systems, Investment Banking, Options, Series 7, Institutional, FINRA, Market Making, Series 24, global equities trading, domestic equity trading, Series 63, Equity Research, FX Options, Securities, Financial Markets, Alternative Investments, Equity Derivatives, ETFs, Emerging Markets, Proprietary Trading, Structured Products, Commodity, Bonds, Prime Brokerage, Swaps, International equities, Finance, Equity Trading
Education
Cold Spring Harbor High School
Hobart and William Smith Colleges
BA, Political Science
APB Financial Group, LLC December 2013 - Present
INTL Trading September 2011 - January 2012
Commerzbank AG July 2007 - October 2009
Alfa Capital 2007 - 2007
Halpern Capital 2005 - January 2006
Numis Securities 2006 - 2006
ABN AMRO 1996 - 2001
Credit Lyonnais Securities 1993 - 1996
Wheat FIrst Securities 1991 - 1992
KBW 1988 - 1989
Skills
Equities, Trading, Hedge Funds, Investments, Bloomberg, Electronic Trading, Asset Management, Capital Markets, Investment Management, Fixed Income, Hedging, Trading Strategies, Currency, Traders, Derivatives, Trading Systems, Investment Banking, Options, Series 7, Institutional, FINRA, Market Making, Series 24, global equities trading, domestic equity trading, Series 63, Equity Research, FX Options, Securities, Financial Markets, Alternative Investments, Equity Derivatives, ETFs, Emerging Markets, Proprietary Trading, Structured Products, Commodity, Bonds, Prime Brokerage, Swaps, International equities, Finance, Equity Trading
Education
Cold Spring Harbor High School
Hobart and William Smith Colleges
BA, Political Science
charles lott's KBW Experience September 1962 - 2004
Job Independent Investment Management Professional
Industry Investment Management
Experience
KB&W September 1962 - 2004
Education
Duke University 1948 — 1952
Bachelor of Business Administration (B.B.A.)
KB&W September 1962 - 2004
Education
Duke University 1948 — 1952
Bachelor of Business Administration (B.B.A.)
Caroline Cameron's KBW Experience January 2015 - Present
Job Vice President at KBW
Industry Investment Banking
Experience
KBW January 2015 - Present
Edgeview Partners July 2011 - August 2012
Macquarie Capital Partners November 2009 - June 2011
Fox-Pitt, Kelton August 2006 - December 2009
Chubb Insurance Company of Europe June 2005 - July 2006
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Equities, Equity Research, Investments, Bloomberg, Private Equity
Education
Hamilton College 2001 — 2005
Psychology and Economics
KBW January 2015 - Present
Edgeview Partners July 2011 - August 2012
Macquarie Capital Partners November 2009 - June 2011
Fox-Pitt, Kelton August 2006 - December 2009
Chubb Insurance Company of Europe June 2005 - July 2006
Skills
Capital Markets, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Equities, Equity Research, Investments, Bloomberg, Private Equity
Education
Hamilton College 2001 — 2005
Psychology and Economics
Lawrence W. Haag's KBW Experience June 2010 - August 2011
Job Managing Director, Head of Credit Sales Incapital Holdings LLC
Industry Financial Services
Experience
Incapital November 2014 - Present
Maxim Group May 2012 - September 2014
KBW June 2010 - August 2011
Cantor Fitzgerald, LLC July 2005 - February 2010
Raymond James & Associates, Inc. January 1995 - July 2005
Paine Webber Group (acquired by UBS Securities, USA) 1982 - 1994
Skills
Credit Trading, FINRA Series 24, 8, 7..., Capital Markets, Fixed Income, Trading, Investment Banking, Investments, Hedge Funds, Bloomberg, Equities, Bonds, Series 7, Structured Products, Derivatives, Trading Systems, Sales, Business Development, Securities, Management, Financial Markets, New Business Development, Electronic Trading, CRM, Financial Modeling, Emerging Markets, FINRA, Options, Portfolio Management
Education
Boston College
Bachelor of Science, Finance
Incapital November 2014 - Present
Maxim Group May 2012 - September 2014
KBW June 2010 - August 2011
Cantor Fitzgerald, LLC July 2005 - February 2010
Raymond James & Associates, Inc. January 1995 - July 2005
Paine Webber Group (acquired by UBS Securities, USA) 1982 - 1994
Skills
Credit Trading, FINRA Series 24, 8, 7..., Capital Markets, Fixed Income, Trading, Investment Banking, Investments, Hedge Funds, Bloomberg, Equities, Bonds, Series 7, Structured Products, Derivatives, Trading Systems, Sales, Business Development, Securities, Management, Financial Markets, New Business Development, Electronic Trading, CRM, Financial Modeling, Emerging Markets, FINRA, Options, Portfolio Management
Education
Boston College
Bachelor of Science, Finance
Francis McKenna's KBW Experience November 2014 - Present
Job KBW
Industry Capital Markets
Experience
KBW November 2014 - Present
EY April 2014 - November 2014
Ernst & Young 2013 - March 2014
Haver Analytics September 2012 - November 2012
Susquehanna International Group June 2012 - August 2012
Susquehanna International Group June 2011 - August 2011
Wenner Media January 2011 - May 2011
Merrill Lynch September 2010 - October 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Financial Analysis, Economics, Financial Modeling, Finance, Bloomberg, Options, Social Media, C++ Language, Value Investing, Basel II, Tier II Reportig, Alternative Investments, Real Estate Transactions
Education
Fordham University 2009 — 2013
Applied Accounting and Finance, Minor in Computer Science, Senior
Gabelli School of Business 2009 — 2013
Bachelor of Science, Applied Accounting and Finance, Minor in Computer Science
Fort Lee High School
KBW November 2014 - Present
EY April 2014 - November 2014
Ernst & Young 2013 - March 2014
Haver Analytics September 2012 - November 2012
Susquehanna International Group June 2012 - August 2012
Susquehanna International Group June 2011 - August 2011
Wenner Media January 2011 - May 2011
Merrill Lynch September 2010 - October 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Financial Analysis, Economics, Financial Modeling, Finance, Bloomberg, Options, Social Media, C++ Language, Value Investing, Basel II, Tier II Reportig, Alternative Investments, Real Estate Transactions
Education
Fordham University 2009 — 2013
Applied Accounting and Finance, Minor in Computer Science, Senior
Gabelli School of Business 2009 — 2013
Bachelor of Science, Applied Accounting and Finance, Minor in Computer Science
Fort Lee High School
Andrew Crossfield's KBW Experience July 2007 - June 2012
Job Managing Director, REIT Specialist at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners September 2012 - Present
KBW July 2007 - June 2012
Ryan Beck & Co. January 2005 - January 2007
Dresdner Kleinwort Wasserstein 1998 - 2002
Dresdner Kleinwort Wasserstein 1998 - 2002
Skills
Investment Banking, Equity Research, Valuation, Hedge Funds, Bloomberg, Financial Modeling, Fixed Income, Private Equity, Alternative Investments, Corporate Finance
Education
Wharton School, University of Pennsylvania 2003 — 2003
AIMSE certificate in marketing
Hofstra University 1980 — 1984
Evercore Partners September 2012 - Present
KBW July 2007 - June 2012
Ryan Beck & Co. January 2005 - January 2007
Dresdner Kleinwort Wasserstein 1998 - 2002
Dresdner Kleinwort Wasserstein 1998 - 2002
Skills
Investment Banking, Equity Research, Valuation, Hedge Funds, Bloomberg, Financial Modeling, Fixed Income, Private Equity, Alternative Investments, Corporate Finance
Education
Wharton School, University of Pennsylvania 2003 — 2003
AIMSE certificate in marketing
Hofstra University 1980 — 1984
Scott Logie, CAIA's KBW Experience October 2006 - March 2008
Job Relationship Manager at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. April 2013 - Present
Carlson Capital June 2008 - April 2013
KBW October 2006 - March 2008
Citigroup Global Markets January 1999 - July 2006
Salomon Brothers January 1986 - January 1999
Skills
Investments, Equities, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management
Education
Yale University 1981 — 1985
Bachelor's degree, Economics and Political Science
Upper Canada College 1974 — 1981
Carlson Capital, L.P. April 2013 - Present
Carlson Capital June 2008 - April 2013
KBW October 2006 - March 2008
Citigroup Global Markets January 1999 - July 2006
Salomon Brothers January 1986 - January 1999
Skills
Investments, Equities, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management
Education
Yale University 1981 — 1985
Bachelor's degree, Economics and Political Science
Upper Canada College 1974 — 1981
Andrew Donnantuono's KBW Experience January 2015 - June 2015
Job MBA Candidate at University of Virginia Darden School of Business
Industry Higher Education
Experience
KBW January 2015 - June 2015
KBW November 2012 - December 2014
Portfolio Advisors January 2012 - October 2012
Portfolio Advisors August 2010 - December 2011
Citigroup June 2009 - August 2009
Skills
Equity Research, Financial Analysis, Portfolio Assessment, Private Equity, Due Diligence, Statistics
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2010
A.B., Economics
Middlebury College 2006 — 2007
Economics
KBW January 2015 - June 2015
KBW November 2012 - December 2014
Portfolio Advisors January 2012 - October 2012
Portfolio Advisors August 2010 - December 2011
Citigroup June 2009 - August 2009
Skills
Equity Research, Financial Analysis, Portfolio Assessment, Private Equity, Due Diligence, Statistics
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2010
A.B., Economics
Middlebury College 2006 — 2007
Economics
Cassandra Wolcott's KBW Experience July 2011 - June 2013
Job Associate at Commonfund Capital
Industry Investment Management
Experience
Commonfund Capital July 2013 - Present
KBW July 2011 - June 2013
Education
Cornell University 2007 — 2011
BS, AEM
Commonfund Capital July 2013 - Present
KBW July 2011 - June 2013
Education
Cornell University 2007 — 2011
BS, AEM
Philip Mabry's KBW Experience August 2012 - January 2015
Job Client Success Manager at Grovo
Industry Internet
Experience
KBW August 2012 - January 2015
Avenue Bank June 2011 - August 2012
Watermark Advisors February 2011 - April 2011
Keefe, Bruyette & Woods June 2010 - August 2010
McGuireWoods LLP June 2009 - July 2009
3north July 2008 - July 2008
Virginia Center for Architecure June 2008 - July 2008
Skills
Valuation, Equities, Capital Markets, Bloomberg, Credit, Financial Analysis, Loans, Accounting, Microsoft Office
Education
Furman University 2007 — 2011
BS
CIMBA 2009 — 2009
The Collegiate School 1995 — 2007
KBW August 2012 - January 2015
Avenue Bank June 2011 - August 2012
Watermark Advisors February 2011 - April 2011
Keefe, Bruyette & Woods June 2010 - August 2010
McGuireWoods LLP June 2009 - July 2009
3north July 2008 - July 2008
Virginia Center for Architecure June 2008 - July 2008
Skills
Valuation, Equities, Capital Markets, Bloomberg, Credit, Financial Analysis, Loans, Accounting, Microsoft Office
Education
Furman University 2007 — 2011
BS
CIMBA 2009 — 2009
The Collegiate School 1995 — 2007
Robin Albanese's KBW Experience 2003 - 2006
Job Experienced Financial Professional
Industry Research
Experience
KBW 2003 - 2006
Lehman Brothers 2000 - 2002
A.M. Best Company 1992 - 1999
Everest Reinsurance (formerly Prudential Reinsurance) 1990 - 1992
Crum & Forster 1987 - 1990
Skills
Equity Research, Equity Valuation, Hedge Funds, Financial Analysis, Buy Side Research, Sell Side, Property & Casualty..., Asset Management, Equities
Education
Fairleigh Dickinson University
MBA, Finance
Pace University
BBA, Finance
KBW 2003 - 2006
Lehman Brothers 2000 - 2002
A.M. Best Company 1992 - 1999
Everest Reinsurance (formerly Prudential Reinsurance) 1990 - 1992
Crum & Forster 1987 - 1990
Skills
Equity Research, Equity Valuation, Hedge Funds, Financial Analysis, Buy Side Research, Sell Side, Property & Casualty..., Asset Management, Equities
Education
Fairleigh Dickinson University
MBA, Finance
Pace University
BBA, Finance
James Denton's KBW Experience July 1980 - December 1983
Job Partner at Broadhaven Capital Partners
Industry Investment Banking
Experience
Broadhaven Capital Partners April 2012 - Present
Rothschild Inc. September 2002 - January 2012
JPMorgan Chase September 1991 - June 2002
JPMorgan Chase September 1985 - June 1992
KBW July 1980 - December 1983
Skills
Corporate development, Mergers & acquisitions, Private equity, Corporate finance, Fixed Income, Capital Markets, Mergers & Acquisitions, Private Equity, Mergers, Corporate Development, Due Diligence, Asset Management, Corporate Finance, Financial Modeling, Equities, Venture Capital, Strategy, Investment Banking, Asset Managment, Valuation
Education
Columbia Business School 1984 — 1985
MBA, Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics, Italian, French
Northern Highlands Regional High School 1975 — 1976
American School of London 1971 — 1974
Overseas School of Rome 1964 — 1970
Broadhaven Capital Partners April 2012 - Present
Rothschild Inc. September 2002 - January 2012
JPMorgan Chase September 1991 - June 2002
JPMorgan Chase September 1985 - June 1992
KBW July 1980 - December 1983
Skills
Corporate development, Mergers & acquisitions, Private equity, Corporate finance, Fixed Income, Capital Markets, Mergers & Acquisitions, Private Equity, Mergers, Corporate Development, Due Diligence, Asset Management, Corporate Finance, Financial Modeling, Equities, Venture Capital, Strategy, Investment Banking, Asset Managment, Valuation
Education
Columbia Business School 1984 — 1985
MBA, Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics, Italian, French
Northern Highlands Regional High School 1975 — 1976
American School of London 1971 — 1974
Overseas School of Rome 1964 — 1970
Thomas McCormack's KBW Experience June 2015 - August 2015
Job Indiana University Kelley School of Business
Industry Financial Services
Experience
KBW June 2015 - August 2015
Bluemont Group May 2014 - January 2015
RR Donnelley May 2013 - August 2013
RR Donnelley May 2012 - August 2012
jewel-osco August 2009 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Cashiering, Cash Handling Experience, Cash Register, Social Media, Market Research
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Naperville Central High School 2007 — 2011
KBW June 2015 - August 2015
Bluemont Group May 2014 - January 2015
RR Donnelley May 2013 - August 2013
RR Donnelley May 2012 - August 2012
jewel-osco August 2009 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Cashiering, Cash Handling Experience, Cash Register, Social Media, Market Research
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Naperville Central High School 2007 — 2011
Troy N. Carlson's KBW Experience January 2002 - February 2013
Job Managing Director Head of Corporate Services
Industry Investment Banking
Experience
Sterne Agee February 2013 - Present
KBW January 2002 - February 2013
KBW May 1998 - January 2002
Skills
Series 7, Capital Markets, Equities, Investment Banking, Series 63, Equity Research, Hedge Funds, Bloomberg, Valuation, Sell Side, Financial Modeling, Fixed Income, Equity Trading, Alternative Investments, Private Equity, Financial Markets, Trading, Securities, FINRA, Investments, Portfolio Management, Structured Finance, Asset Management, Options, IPO, Derivatives, Structured Products
Education
University of Iowa 1994 — 1996
Coe College 1996 — 1998
Sterne Agee February 2013 - Present
KBW January 2002 - February 2013
KBW May 1998 - January 2002
Skills
Series 7, Capital Markets, Equities, Investment Banking, Series 63, Equity Research, Hedge Funds, Bloomberg, Valuation, Sell Side, Financial Modeling, Fixed Income, Equity Trading, Alternative Investments, Private Equity, Financial Markets, Trading, Securities, FINRA, Investments, Portfolio Management, Structured Finance, Asset Management, Options, IPO, Derivatives, Structured Products
Education
University of Iowa 1994 — 1996
Coe College 1996 — 1998
Merritt Jackley's KBW Experience May 2014 - Present
Job Associate Insurance and Asset Management Investment Banking at KBW
Industry Investment Banking
Experience
KBW May 2014 - Present
KBW July 2011 - April 2014
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), History
KBW May 2014 - Present
KBW July 2011 - April 2014
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), History
Zachary Allen's KBW Experience January 2010 - August 2011
Job Glenview Capital
Industry Investment Management
Experience
Glenview Capital February 2014 - Present
Perella Weinberg Partners July 2012 - February 2014
LGT Capital Partners September 2011 - July 2012
KBW January 2010 - August 2011
Education
Bucknell University 2005 — 2009
Bachelor of Science (BS), Chemical Engineering
Bucknell University 2005 — 2009
Bachelor of Science (BS), Management
Glenview Capital February 2014 - Present
Perella Weinberg Partners July 2012 - February 2014
LGT Capital Partners September 2011 - July 2012
KBW January 2010 - August 2011
Education
Bucknell University 2005 — 2009
Bachelor of Science (BS), Chemical Engineering
Bucknell University 2005 — 2009
Bachelor of Science (BS), Management
Nathaniel Otis's KBW Experience January 2003 - October 2011
Job
Industry Insurance
Experience
Stewart Title October 2012 - Present
Stewart Title November 2011 - September 2012
KBW January 2003 - October 2011
Roumell Asset Management February 2002 - November 2002
TruSecure Corporation July 2000 - December 2001
Skills
Series 7, Series 63, Equities, Mergers & Acquisitions, Strategy, Equity Research, Financial Modeling, Forecasting, Investment Banking, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.)
Stewart Title October 2012 - Present
Stewart Title November 2011 - September 2012
KBW January 2003 - October 2011
Roumell Asset Management February 2002 - November 2002
TruSecure Corporation July 2000 - December 2001
Skills
Series 7, Series 63, Equities, Mergers & Acquisitions, Strategy, Equity Research, Financial Modeling, Forecasting, Investment Banking, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.)
Patrick Bursee's KBW Experience January 2015 - Present
Job Investment Banking Associate at KBW
Industry Investment Banking
Experience
KBW January 2015 - Present
KBW July 2012 - December 2014
KBW June 2011 - August 2011
KBW June 2010 - August 2010
Education
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics
Berkshire School 2006 — 2008
Brunswick School 2004 — 2006
KBW January 2015 - Present
KBW July 2012 - December 2014
KBW June 2011 - August 2011
KBW June 2010 - August 2010
Education
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics
Berkshire School 2006 — 2008
Brunswick School 2004 — 2006
Daniel Larrea's KBW Experience January 2015 - Present
Job Vice President Investment Banking at KBW
Industry Investment Banking
Experience
KBW January 2015 - Present
KBW January 2011 - December 2014
KBW July 2008 - December 2010
Skills
Capital Markets, Investment Banking
Education
Duke University 2004 — 2008
Bachelor of Arts (BA), Economics
KBW January 2015 - Present
KBW January 2011 - December 2014
KBW July 2008 - December 2010
Skills
Capital Markets, Investment Banking
Education
Duke University 2004 — 2008
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS