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
Jack Sanders Jack Sanders's KBW Experience July 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
KBW July 2015 - Present
Vida Capital May 2014 - November 2014
ERCOT January 2014 - May 2014
Texas Water Development Board May 2012 - August 2012
Linebarger Goggan Blair & Sampson, LLP May 2011 - August 2011
Education
St. Edward's University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8 (Magna Cum Laude)
KBW July 2015 - Present
Vida Capital May 2014 - November 2014
ERCOT January 2014 - May 2014
Texas Water Development Board May 2012 - August 2012
Linebarger Goggan Blair & Sampson, LLP May 2011 - August 2011
Education
St. Edward's University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.8 (Magna Cum Laude)
Rima Kadakia Rima Kadakia's KBW Experience September 2014 - Present
Job Investment Banking Analyst at KBW
Industry Financial Services
Experience
KBW September 2014 - Present
Ernst & Young July 2012 - September 2014
Skills
Risk Management, Internal Audit, Business Process, Asset Management, Securities, Mutual Funds, Loans, Investment Management, Investments, AML, Finance, Portfolio Management, Forecasting, Banking, Corporate Finance, Mergers & Acquisitions, Management
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
KBW September 2014 - Present
Ernst & Young July 2012 - September 2014
Skills
Risk Management, Internal Audit, Business Process, Asset Management, Securities, Mutual Funds, Loans, Investment Management, Investments, AML, Finance, Portfolio Management, Forecasting, Banking, Corporate Finance, Mergers & Acquisitions, Management
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
Denise Ge Denise Ge's KBW Experience July 2014 - Present
Job Investment Banking Analyst at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW July 2014 - Present
Wells Fargo June 2013 - August 2013
PRK Coaching October 2012 - June 2013
StoneCastle Partners May 2012 - September 2012
Industry Intelligence Inc. October 2011 - April 2012
SCallers - University Office of Annual Giving August 2010 - October 2011
Oberon Securities, LLC May 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Pratt Institute Development Office June 2009 - August 2009
Education
University of Southern California 2010 — 2014
BA
London School of Economics and Political Science 2012 — 2013
General Course
Trinity School 2006 — 2010
High School Diploma
KBW July 2014 - Present
Wells Fargo June 2013 - August 2013
PRK Coaching October 2012 - June 2013
StoneCastle Partners May 2012 - September 2012
Industry Intelligence Inc. October 2011 - April 2012
SCallers - University Office of Annual Giving August 2010 - October 2011
Oberon Securities, LLC May 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Pratt Institute Development Office June 2009 - August 2009
Education
University of Southern California 2010 — 2014
BA
London School of Economics and Political Science 2012 — 2013
General Course
Trinity School 2006 — 2010
High School Diploma
Benjamin Samuels Benjamin Samuels's KBW Experience June 2012 - August 2012
Job Equity Capital Markets
Industry Financial Services
Experience
Stephens Inc. April 2015 - Present
Sterne Agee June 2014 - April 2015
L3C Partners, LLC / SF Invest December 2012 - January 2014
KBW June 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, SNL, Blue Matrix
Education
The Johns Hopkins University
BSc Business, Accounting
Stephens Inc. April 2015 - Present
Sterne Agee June 2014 - April 2015
L3C Partners, LLC / SF Invest December 2012 - January 2014
KBW June 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, SNL, Blue Matrix
Education
The Johns Hopkins University
BSc Business, Accounting
Leighton Bloomfield Leighton Bloomfield's KBW Experience February 2011 - October 2012
Job Junior Shop Director at Kit and Ace
Industry Marketing and Advertising
Experience
Kit and Ace August 2015 - Present
Whitehaus Media Group January 2015 - Present
Best Bangkok Tours May 2013 - Present
Rheumatology Research Foundation September 2012 - May 2013
KBW February 2011 - October 2012
Atlanta Center for Restorative Dentistry September 2010 - February 2011
Skills
Customer Service, Social Media Marketing, Marketing, Events Coordination, Report Writing, Database Administration, International Relations, Event Planning, Event Management, Brand Development, Brand Awareness, Leadership, Public Relations, Social Media, Management, Facebook, Advertising, Microsoft Excel, Strategy, Marketing Strategy, Online Marketing, Social Networking, Sales, Marketing Communications, Account Management, Microsoft Office, Market Research, SEO, Strategic Planning, Financial Analysis, Business Development, Blogging, Fundraising, Nonprofits, PowerPoint, Email Marketing, New Business Development, Entrepreneurship, Press Releases, Business Strategy, Business Planning, Lead Generation, Integrated Marketing, Public Speaking, CRM, Salesforce.com, Finance, Analytics, Online Advertising, Digital Marketing
Education
The University of Georgia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude with Honors Graduate
University of Pennsylvania - The Wharton School
Corporate Finance
University of Oxford
International Finance
The Lovett School 1998 — 2005
Kit and Ace August 2015 - Present
Whitehaus Media Group January 2015 - Present
Best Bangkok Tours May 2013 - Present
Rheumatology Research Foundation September 2012 - May 2013
KBW February 2011 - October 2012
Atlanta Center for Restorative Dentistry September 2010 - February 2011
Skills
Customer Service, Social Media Marketing, Marketing, Events Coordination, Report Writing, Database Administration, International Relations, Event Planning, Event Management, Brand Development, Brand Awareness, Leadership, Public Relations, Social Media, Management, Facebook, Advertising, Microsoft Excel, Strategy, Marketing Strategy, Online Marketing, Social Networking, Sales, Marketing Communications, Account Management, Microsoft Office, Market Research, SEO, Strategic Planning, Financial Analysis, Business Development, Blogging, Fundraising, Nonprofits, PowerPoint, Email Marketing, New Business Development, Entrepreneurship, Press Releases, Business Strategy, Business Planning, Lead Generation, Integrated Marketing, Public Speaking, CRM, Salesforce.com, Finance, Analytics, Online Advertising, Digital Marketing
Education
The University of Georgia 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude with Honors Graduate
University of Pennsylvania - The Wharton School
Corporate Finance
University of Oxford
International Finance
The Lovett School 1998 — 2005
Alexander Rownd Alexander Rownd's KBW Experience June 2010 - August 2010
Job Assistant Vice President REIT Banking Group at SunTrust Bank
Industry Investment Banking
Experience
SunTrust Bank March 2014 - Present
SunTrust Robinson Humphrey July 2013 - March 2014
Raymond James Financial Inc. May 2012 - August 2012
White Oak Partners LLC October 2011 - May 2012
KBW June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance Area of Emphasis
North Mecklenburg High School 2005 — 2009
SunTrust Bank March 2014 - Present
SunTrust Robinson Humphrey July 2013 - March 2014
Raymond James Financial Inc. May 2012 - August 2012
White Oak Partners LLC October 2011 - May 2012
KBW June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance Area of Emphasis
North Mecklenburg High School 2005 — 2009
Silvio Canto Silvio Canto's KBW Experience July 2010 - February 2013
Job FIG Corporate Client Banking
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Alvarez & Marsal March 2013 - December 2013
KBW July 2010 - February 2013
Texas A&M University 2009 - 2010
KPMG Advisory January 2009 - March 2009
Accenture May 2008 - August 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Investment Banking, DCF, Equities, Investments, Economics, Financial Reporting, Derivatives, Microsoft Excel, Asset Managment, VBA, Mergers & Acquisitions
Education
Texas A&M University 2005 — 2010
BBA, MS, Accounting, Finance
Newman Smith HS 2001 — 2005
JPMorgan Chase January 2014 - Present
Alvarez & Marsal March 2013 - December 2013
KBW July 2010 - February 2013
Texas A&M University 2009 - 2010
KPMG Advisory January 2009 - March 2009
Accenture May 2008 - August 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Mergers, Investment Banking, DCF, Equities, Investments, Economics, Financial Reporting, Derivatives, Microsoft Excel, Asset Managment, VBA, Mergers & Acquisitions
Education
Texas A&M University 2005 — 2010
BBA, MS, Accounting, Finance
Newman Smith HS 2001 — 2005
Francis Seow, CFA's KBW Experience January 2010 - August 2012
Job Regional Head, Institutional Sales
Industry Financial Services
Experience
Maybank Kim Eng Securities August 2012 - Present
KBW January 2010 - August 2012
J.P. Morgan May 2007 - July 2009
CLSA August 2005 - May 2007
Skills
Equities, Financial Markets, Equity Research, Capital Markets, Investment Banking, Investments
Education
The University of British Columbia 1991 — 1995
Bachelor of Commerce (B.Com.), Finance
Maybank Kim Eng Securities August 2012 - Present
KBW January 2010 - August 2012
J.P. Morgan May 2007 - July 2009
CLSA August 2005 - May 2007
Skills
Equities, Financial Markets, Equity Research, Capital Markets, Investment Banking, Investments
Education
The University of British Columbia 1991 — 1995
Bachelor of Commerce (B.Com.), Finance
Joni Wagner Joni Wagner's KBW Experience May 1994 - March 2001
Job Insurance Sales Representative at State Farm Insurance, Randy Wagner Agency
Industry Insurance
Experience
State Farm Insurance, Randy Wagner Agency May 2008 - Present
PNC September 2001 - December 2006
KBW May 1994 - March 2001
Skills
Portfolio Management, Finance, Mergers & Acquisitions, Due Diligence, Loans, Strategy, Commercial Banking, Analysis, Management, Series 7, Negotiation, Executive Management, Underwriting, Insurance, Retirement Planning, Financial Analysis, Credit, Life Insurance, Property & Casualty...
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Mount Notre Dame High School 1986 — 1990
State Farm Insurance, Randy Wagner Agency May 2008 - Present
PNC September 2001 - December 2006
KBW May 1994 - March 2001
Skills
Portfolio Management, Finance, Mergers & Acquisitions, Due Diligence, Loans, Strategy, Commercial Banking, Analysis, Management, Series 7, Negotiation, Executive Management, Underwriting, Insurance, Retirement Planning, Financial Analysis, Credit, Life Insurance, Property & Casualty...
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Mount Notre Dame High School 1986 — 1990
Dan Floyd Dan Floyd's KBW Experience 1998 - 2014
Job
Industry Investment Banking
Experience
FIG Partners 2014 - 2015
KBW 1998 - 2014
Robert W. Baird & Co. 1997 - 1998
Johnson Bank 1994 - 1997
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Series 7, Securities, Financial Modeling, Series 63, Alternative Investments, Corporate Finance, Mergers, Structured Finance, Due Diligence, Financial Markets, Venture Capital, Financial Analysis, Financial Services, Banking, Finance, Financial Risk, Restructuring, Hedge Funds
Education
Northwestern University 2001 — 2004
MBA, Finance, Accounting, Entrepreneurship
Marquette University 1991 — 1994
BA, Political Science
FIG Partners 2014 - 2015
KBW 1998 - 2014
Robert W. Baird & Co. 1997 - 1998
Johnson Bank 1994 - 1997
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Series 7, Securities, Financial Modeling, Series 63, Alternative Investments, Corporate Finance, Mergers, Structured Finance, Due Diligence, Financial Markets, Venture Capital, Financial Analysis, Financial Services, Banking, Finance, Financial Risk, Restructuring, Hedge Funds
Education
Northwestern University 2001 — 2004
MBA, Finance, Accounting, Entrepreneurship
Marquette University 1991 — 1994
BA, Political Science
Anne Tomsky's KBW Experience July 2013 - Present
Job Investment Banking Analyst at KBW
Industry Financial Services
Experience
KBW July 2013 - Present
Bloomberg LP June 2012 - August 2012
MECAPEL October 2011 - December 2011
Wintrust Financial Corporation June 2011 - December 2011
Skills
SPSS, SAS, Bloomberg Terminal, Microsoft Excel, PowerPoint, Access, Microsoft Word, French, Public Speaking, Time Management, Organization, Financial Modeling, Data Analysis, Bloomberg, Financial Analysis, Investment Banking, Research, Microsoft Office
Education
University of Richmond 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics, French, Finance
West African Research Center - Dakar, Senegal 2011 — 2011
International Development
Libertyville High School 2005 — 2009
KBW July 2013 - Present
Bloomberg LP June 2012 - August 2012
MECAPEL October 2011 - December 2011
Wintrust Financial Corporation June 2011 - December 2011
Skills
SPSS, SAS, Bloomberg Terminal, Microsoft Excel, PowerPoint, Access, Microsoft Word, French, Public Speaking, Time Management, Organization, Financial Modeling, Data Analysis, Bloomberg, Financial Analysis, Investment Banking, Research, Microsoft Office
Education
University of Richmond 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics, French, Finance
West African Research Center - Dakar, Senegal 2011 — 2011
International Development
Libertyville High School 2005 — 2009
Jacquelynne Chimera, CFA Jacquelynne Chimera, CFA's KBW Experience September 2003 - Present
Job Equity Research Analyst at KBW
Industry Investment Banking
Experience
KBW September 2003 - Present
Wells Fargo May 2002 - August 2003
Froley, Revy Investment Co. September 2001 - May 2002
Skills
Equities, Valuation, Equity Research, Financial Modeling, Series 7, Fixed Income, Investments, Corporate Finance, Series 63, Equity Valuation, Financial Analysis
Education
University of California, Berkeley Extension 2005 — 2009
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Dual Major in Business Economics & Communication
KBW September 2003 - Present
Wells Fargo May 2002 - August 2003
Froley, Revy Investment Co. September 2001 - May 2002
Skills
Equities, Valuation, Equity Research, Financial Modeling, Series 7, Fixed Income, Investments, Corporate Finance, Series 63, Equity Valuation, Financial Analysis
Education
University of California, Berkeley Extension 2005 — 2009
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Dual Major in Business Economics & Communication
Lauren Batres Lauren Batres's KBW Experience October 2014 - Present
Job Administrative Assistant at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW October 2014 - Present
BMO Capital Markets June 2014 - October 2014
HCI integrated solutions 2013 - 2014
TORC Robotics January 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Outlook, Windows
Education
Pace University 2014 — 2016
Bachelor of Arts (B.A.), Art History, English Literature
Northern Virginia Community College
KBW October 2014 - Present
BMO Capital Markets June 2014 - October 2014
HCI integrated solutions 2013 - 2014
TORC Robotics January 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Outlook, Windows
Education
Pace University 2014 — 2016
Bachelor of Arts (B.A.), Art History, English Literature
Northern Virginia Community College
Raj Gokal Raj Gokal's KBW Experience June 2009 - August 2009
Job Director of Product at Omada Health
Industry Internet
Experience
Omada Health June 2014 - Present
Rock Health February 2014 - Present
Various companies April 2013 - Present
Sano December 2011 - November 2013
Rock Health January 2012 - June 2012
General Catalyst Partners April 2011 - January 2012
Financo August 2010 - April 2011
University of Pennsylvania September 2009 - January 2010
KBW June 2009 - August 2009
Meridian Capital Partners, LLC June 2008 - August 2008
Skills
User Interface Design, User Experience Design, iOS development, Objective-C, HTML, css, Financial Modeling, Marketing Strategy, Strategy, Entrepreneurship, E-commerce, CSS, Mergers & Acquisitions, Mobile Devices
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Economics, Finance
Valdosta High School 2002 — 2006
Diploma, General
Omada Health June 2014 - Present
Rock Health February 2014 - Present
Various companies April 2013 - Present
Sano December 2011 - November 2013
Rock Health January 2012 - June 2012
General Catalyst Partners April 2011 - January 2012
Financo August 2010 - April 2011
University of Pennsylvania September 2009 - January 2010
KBW June 2009 - August 2009
Meridian Capital Partners, LLC June 2008 - August 2008
Skills
User Interface Design, User Experience Design, iOS development, Objective-C, HTML, css, Financial Modeling, Marketing Strategy, Strategy, Entrepreneurship, E-commerce, CSS, Mergers & Acquisitions, Mobile Devices
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Economics, Finance
Valdosta High School 2002 — 2006
Diploma, General
Jason Tran's KBW Experience June 2014 - Present
Job Investment Banking Analyst at Keefe, Bruyette & Woods
Industry Financial Services
Experience
KBW June 2014 - Present
Deloitte September 2013 - May 2014
Skills
Accounting, Financial Accounting, Teamwork, Mergers & Acquisitions, Financial Modeling, Team Management, Microsoft Excel, Microsoft Word, Consulting, Finance, Auditing, Data Analysis, Financial Analysis, Access, Economics, Investment Banking, PowerPoint, Microsoft Office
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.), Environmental Economics & Policy
Fountain Valley High School 2005 — 2009
KBW June 2014 - Present
Deloitte September 2013 - May 2014
Skills
Accounting, Financial Accounting, Teamwork, Mergers & Acquisitions, Financial Modeling, Team Management, Microsoft Excel, Microsoft Word, Consulting, Finance, Auditing, Data Analysis, Financial Analysis, Access, Economics, Investment Banking, PowerPoint, Microsoft Office
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.), Environmental Economics & Policy
Fountain Valley High School 2005 — 2009
Ben Venker Ben Venker's KBW Experience June 2010 - August 2010
Job Officer, Commercial Banking at Amegy Bank
Industry Financial Services
Experience
Amegy Bank July 2014 - Present
Amegy Bank December 2013 - July 2014
Amegy Bank January 2012 - November 2013
KBW June 2010 - August 2010
Prosperity Bank June 2008 - August 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Credit Analysis, Underwriting, Commercial Banking, Credit, Microsoft Office, Portfolio Management, Loans, Commercial Lending
Education
Marquette University 2007 — 2011
Bachelor of Science Degree, Accounting and Finance
Amegy Bank July 2014 - Present
Amegy Bank December 2013 - July 2014
Amegy Bank January 2012 - November 2013
KBW June 2010 - August 2010
Prosperity Bank June 2008 - August 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Credit Analysis, Underwriting, Commercial Banking, Credit, Microsoft Office, Portfolio Management, Loans, Commercial Lending
Education
Marquette University 2007 — 2011
Bachelor of Science Degree, Accounting and Finance
Ashley Gabriele Ashley Gabriele's KBW Experience January 2011 - Present
Job Event Planner at KBW
Industry Investment Banking
Experience
KBW January 2011 - Present
Education
Northeastern University
KBW January 2011 - Present
Education
Northeastern University
Tom Sargeantson Tom Sargeantson's KBW Experience June 2008 - July 2009
Job MBA Candidate at University of Michigan Ross School of Business
Industry International Trade and Development
Experience
Emerging Markets Club September 2013 - Present
SNV May 2014 - August 2014
UNDP March 2014 - May 2014
Sunland Trading, Inc. January 2010 - August 2013
KBW June 2008 - July 2009
Skills
Agribusiness, Emerging Markets, Import Export, Global Trade Management, Investment Banking, Import Logistics, Financial Modeling, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Williams College 2004 — 2008
Bachelor of Arts (BA), Political Economy
Emerging Markets Club September 2013 - Present
SNV May 2014 - August 2014
UNDP March 2014 - May 2014
Sunland Trading, Inc. January 2010 - August 2013
KBW June 2008 - July 2009
Skills
Agribusiness, Emerging Markets, Import Export, Global Trade Management, Investment Banking, Import Logistics, Financial Modeling, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Williams College 2004 — 2008
Bachelor of Arts (BA), Political Economy
Spencer Hurst's KBW Experience August 2013 - Present
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW August 2013 - Present
Middlebury College September 2009 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Trilantic Capital Partners June 2011 - July 2011
Skills
Private Equity, Investment Banking, Economics, Valuation, Financial Modeling, Bloomberg Terminal, Corporate Finance, Financial Analysis, Capital Markets, Market Research, Due Diligence, Investments, Fixed Income, Finance, Asset Management
Education
Middlebury College 2009 — 2013
Bachelor's degree, Economics and Math, Junior
KBW August 2013 - Present
Middlebury College September 2009 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Trilantic Capital Partners June 2011 - July 2011
Skills
Private Equity, Investment Banking, Economics, Valuation, Financial Modeling, Bloomberg Terminal, Corporate Finance, Financial Analysis, Capital Markets, Market Research, Due Diligence, Investments, Fixed Income, Finance, Asset Management
Education
Middlebury College 2009 — 2013
Bachelor's degree, Economics and Math, Junior
Timur Braziler Timur Braziler's KBW Experience September 2007 - February 2013
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2014 - Present
Deutsche Bank August 2013 - August 2014
Corbin Perception Group (IR Consulting) February 2013 - August 2013
KBW September 2007 - February 2013
Hamilton Sundstrand 2007 - 2007
United Technologies 2005 - 2007
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Bloomberg, Investment Banking, Corporate Finance, Capital Markets, Investments, Emerging Markets, Hedge Funds, Private Equity, Portfolio Management, Mergers, Mergers & Acquisitions, Fixed Income, Alternative Investments, Analysis, Equity Valuation, Series 7
Education
University of Connecticut 2001 — 2005
BS, Finance
Wells Fargo Securities August 2014 - Present
Deutsche Bank August 2013 - August 2014
Corbin Perception Group (IR Consulting) February 2013 - August 2013
KBW September 2007 - February 2013
Hamilton Sundstrand 2007 - 2007
United Technologies 2005 - 2007
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Bloomberg, Investment Banking, Corporate Finance, Capital Markets, Investments, Emerging Markets, Hedge Funds, Private Equity, Portfolio Management, Mergers, Mergers & Acquisitions, Fixed Income, Alternative Investments, Analysis, Equity Valuation, Series 7
Education
University of Connecticut 2001 — 2005
BS, Finance
Arash Soleimani, CFA, CPA Arash Soleimani, CFA, CPA's KBW Experience January 2015 - Present
Job Vice President Equity Research
Industry Capital Markets
Experience
KBW January 2015 - Present
KBW February 2013 - January 2015
Stifel Financial Corp. March 2012 - February 2013
Stifel Financial Corp. December 2009 - March 2012
Deloitte August 2009 - December 2009
Deloitte September 2007 - August 2009
NASDAQ Stock Market September 2006 - August 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Industry Analysis, Accounting Research, Due Diligence, Competitive Analysis, Corporate Finance, Fixed Income, Sarbanes-Oxley Act, Equities, Mergers & Acquisitions, Private Equity, Capital Markets, Portfolio Management, Hedge Funds, Bloomberg, Investments, Investment Banking, Internal Controls, Equity Valuation, CPA, Alternative Investments, SEC filings, Derivatives, Auditing, Securities, IPO, US GAAP, Asset Management, DCF
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Accounting
KBW January 2015 - Present
KBW February 2013 - January 2015
Stifel Financial Corp. March 2012 - February 2013
Stifel Financial Corp. December 2009 - March 2012
Deloitte August 2009 - December 2009
Deloitte September 2007 - August 2009
NASDAQ Stock Market September 2006 - August 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Industry Analysis, Accounting Research, Due Diligence, Competitive Analysis, Corporate Finance, Fixed Income, Sarbanes-Oxley Act, Equities, Mergers & Acquisitions, Private Equity, Capital Markets, Portfolio Management, Hedge Funds, Bloomberg, Investments, Investment Banking, Internal Controls, Equity Valuation, CPA, Alternative Investments, SEC filings, Derivatives, Auditing, Securities, IPO, US GAAP, Asset Management, DCF
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Accounting
Kiyoung Cho's KBW Experience June 2012 - July 2012
Job Technical Service at Epic
Industry Research
Experience
Epic May 2013 - Present
University of Virginia September 2012 - May 2013
KBW June 2012 - July 2012
Dankook University June 2010 - August 2011
Skills
Microsoft Office, Minitab, Matlab, Eclipse, Spectrophotometry, Distillation, PCR, Gel Electrophoresis, NMR spectroscopy, PEM fuel cells, Korean, French
Education
University of Virginia 2010 — 2013
Bachelor's degree, Chemical Engineering
SUNY Stony Brook 2009 — 2010
Bachelor's degree, Biomedical/Medical Engineering
Epic May 2013 - Present
University of Virginia September 2012 - May 2013
KBW June 2012 - July 2012
Dankook University June 2010 - August 2011
Skills
Microsoft Office, Minitab, Matlab, Eclipse, Spectrophotometry, Distillation, PCR, Gel Electrophoresis, NMR spectroscopy, PEM fuel cells, Korean, French
Education
University of Virginia 2010 — 2013
Bachelor's degree, Chemical Engineering
SUNY Stony Brook 2009 — 2010
Bachelor's degree, Biomedical/Medical Engineering
Matthew Buckholz's KBW Experience June 2010 - August 2010
Job Digital Strategist at OMD USA
Industry Higher Education
Experience
OMD USA February 2015 - Present
Mindshare June 2014 - Present
Mindshare January 2013 - June 2014
American Apparel August 2012 - October 2013
MediaMind June 2012 - August 2012
The Clarice Smith Performing Arts Center May 2011 - December 2011
KBW June 2010 - August 2010
UNIVERSITY OF MARYLAND DINER September 2009 - April 2010
DROM, NYC August 2009 - September 2009
Skills
Customer Service, Digital Media, Microsoft Excel, Research, Microsoft Office, Data Analysis, Social Networking, Strategy, Marketing, Excel, Team Leadership, Database Management, Market Research, Financial Analysis, Analysis, DoubleClick, Prisma Campaign..., AppNexus, AdBuyer, PrintPak, DDS Systems, Kochava (Mobile..., comScore, Advertising, Online Advertising, Display Advertising, Behavioral Targeting, Mobile Advertising
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
B.S., Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance
OMD USA February 2015 - Present
Mindshare June 2014 - Present
Mindshare January 2013 - June 2014
American Apparel August 2012 - October 2013
MediaMind June 2012 - August 2012
The Clarice Smith Performing Arts Center May 2011 - December 2011
KBW June 2010 - August 2010
UNIVERSITY OF MARYLAND DINER September 2009 - April 2010
DROM, NYC August 2009 - September 2009
Skills
Customer Service, Digital Media, Microsoft Excel, Research, Microsoft Office, Data Analysis, Social Networking, Strategy, Marketing, Excel, Team Leadership, Database Management, Market Research, Financial Analysis, Analysis, DoubleClick, Prisma Campaign..., AppNexus, AdBuyer, PrintPak, DDS Systems, Kochava (Mobile..., comScore, Advertising, Online Advertising, Display Advertising, Behavioral Targeting, Mobile Advertising
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
B.S., Finance
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Finance
Nick Grant Nick Grant's KBW Experience March 2015 - Present
Job Associate at KBW
Industry Investment Banking
Experience
KBW March 2015 - Present
SunTrust Robinson Humphrey June 2014 - March 2015
SunTrust Bank December 2013 - June 2014
SunTrust Bank May 2013 - August 2013
Gardnyr Michael Capital January 2013 - May 2013
Skills
Financial Modeling, Microsoft Excel
Education
Spring Hill College 2010 — 2014
Bachelor's degree, Finance and Economics
KBW March 2015 - Present
SunTrust Robinson Humphrey June 2014 - March 2015
SunTrust Bank December 2013 - June 2014
SunTrust Bank May 2013 - August 2013
Gardnyr Michael Capital January 2013 - May 2013
Skills
Financial Modeling, Microsoft Excel
Education
Spring Hill College 2010 — 2014
Bachelor's degree, Finance and Economics
Michaud Tom Michaud Tom's KBW Experience August 1986 - Present
Job President & CEO at KBW
Industry Investment Banking
Experience
KBW August 1986 - Present
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
Master of Business Administration (MBA)
Middlebury College 1982 — 1986
Bachelor of Arts (B.A.), Economics & Religious History
KBW August 1986 - Present
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
Master of Business Administration (MBA)
Middlebury College 1982 — 1986
Bachelor of Arts (B.A.), Economics & Religious History
Ellie Hildebrandt's KBW Experience July 2015 - Present
Job Events and Equities Assistant at KBW
Industry Marketing and Advertising
Experience
KBW July 2015 - Present
The University of Cincinnati Foundation August 2013 - December 2013
GE March 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Event Planning
Education
University of Cincinnati 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Magnificat High School
College Preparatory
KBW July 2015 - Present
The University of Cincinnati Foundation August 2013 - December 2013
GE March 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Event Planning
Education
University of Cincinnati 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Magnificat High School
College Preparatory
Austin Grillo Austin Grillo's KBW Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at KBW
Industry Financial Services
Experience
KBW June 2015 - August 2015
Sweeps LLC May 2014 - August 2014
MosoWear October 2012 - February 2014
InterWay Cursos de Idiomas en el Extranjero June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, English, Spanish, PowerPoint, Windows, Customer Service, Research, Photoshop, Public Speaking
Education
University of North Carolina at Chapel Hill 2012 — 2016
KBW June 2015 - August 2015
Sweeps LLC May 2014 - August 2014
MosoWear October 2012 - February 2014
InterWay Cursos de Idiomas en el Extranjero June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, English, Spanish, PowerPoint, Windows, Customer Service, Research, Photoshop, Public Speaking
Education
University of North Carolina at Chapel Hill 2012 — 2016
Scott Studwell Scott Studwell's KBW Experience October 2004 - February 2013
Job Capital Markets
Industry Investment Banking
Experience
Stephens Inc. April 2015 - Present
Sterne Agee May 2014 - April 2015
KBW October 2004 - February 2013
Bear Stearns April 1996 - June 2004
Skills
Portfolio Management, Mergers & Acquisitions, Options
Education
Salve Regina University 1991 — 1995
Stephens Inc. April 2015 - Present
Sterne Agee May 2014 - April 2015
KBW October 2004 - February 2013
Bear Stearns April 1996 - June 2004
Skills
Portfolio Management, Mergers & Acquisitions, Options
Education
Salve Regina University 1991 — 1995
Greg Mason, CFA's KBW Experience February 2013 - Present
Job Managing Director & Equity Analyst at KBW/Stifel
Industry Financial Services
Experience
KBW February 2013 - Present
Stifel Nicolaus December 2007 - Present
A.G. Edwards June 2001 - November 2007
Education
Saint Louis University 2005 — 2007
MBA
Southwest Baptist University 1997 — 2001
Business Administration, Economics, Finance, Marketing & Management
KBW February 2013 - Present
Stifel Nicolaus December 2007 - Present
A.G. Edwards June 2001 - November 2007
Education
Saint Louis University 2005 — 2007
MBA
Southwest Baptist University 1997 — 2001
Business Administration, Economics, Finance, Marketing & Management
Matthew Dinneen, CFA Matthew Dinneen, CFA's KBW Experience June 2011 - Present
Job Research Associate at KBW
Industry Financial Services
Experience
KBW June 2011 - Present
Montchanin Asset Management July 2008 - July 2011
Skills
Financial Modeling, Valuation, Equities, Equity Research, Portfolio Management, Investments
Education
Northwestern University 2002 — 2007
BS, Economics, Industrial Engineering
KBW June 2011 - Present
Montchanin Asset Management July 2008 - July 2011
Skills
Financial Modeling, Valuation, Equities, Equity Research, Portfolio Management, Investments
Education
Northwestern University 2002 — 2007
BS, Economics, Industrial Engineering
Thomas LeTrent's KBW Experience July 2007 - October 2009
Job Assistant Vice President at FBR
Industry Financial Services
Experience
FBR February 2014 - Present
FBR October 2009 - February 2014
KBW July 2007 - October 2009
Skills
Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Finance, Equities, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Series 7, Corporate Finance
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
FBR February 2014 - Present
FBR October 2009 - February 2014
KBW July 2007 - October 2009
Skills
Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Finance, Equities, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Series 7, Corporate Finance
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Jeffrey Evans Jeffrey Evans's KBW Experience November 2001 - November 2011
Job Capital Markets, Venture Capital & Private Equity
Industry Venture Capital & Private Equity
Experience
CoVenture December 2014 - Present
Evans Drugs December 2010 - November 2013
UBS November 2011 - December 2012
KBW November 2001 - November 2011
Bluestone Capital Partners, LLC/ Trade.com August 1999 - May 2001
Stifel Financial Corp. November 1985 - August 1999
Stifel Financial Corp. 1990 - 1994
Skills
IPO, Start-ups, Capital Markets, Financial Services, Sales, Turn Around Management, Business Transformation, Sales Management, Globalization, Senior Executive..., Financial technology, Investor solutions, equity and debt advisory, Financial Analysis, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Bank Mergers, Equity Research, Investments, Securities, Equities, Private Equity, Financial Modeling, Wealth Management, Hedge Funds, Leadership, Investment Banking, Valuation, Alternative Investments, Emerging Markets, Series 7, FINRA, Financial Technology, Team Leadership, Equity Trading, Insurance, Derivatives, Financial Institutions, Finance, Private Placements, Series 63
Education
Washington University in St. Louis - Olin Business School 1992 — 1993
MBA, business
University of Kansas 1978 — 1982
BA, political science
CoVenture December 2014 - Present
Evans Drugs December 2010 - November 2013
UBS November 2011 - December 2012
KBW November 2001 - November 2011
Bluestone Capital Partners, LLC/ Trade.com August 1999 - May 2001
Stifel Financial Corp. November 1985 - August 1999
Stifel Financial Corp. 1990 - 1994
Skills
IPO, Start-ups, Capital Markets, Financial Services, Sales, Turn Around Management, Business Transformation, Sales Management, Globalization, Senior Executive..., Financial technology, Investor solutions, equity and debt advisory, Financial Analysis, Corporate Finance, Budgets, Financial Forecasting, Mergers & Acquisitions, Bank Mergers, Equity Research, Investments, Securities, Equities, Private Equity, Financial Modeling, Wealth Management, Hedge Funds, Leadership, Investment Banking, Valuation, Alternative Investments, Emerging Markets, Series 7, FINRA, Financial Technology, Team Leadership, Equity Trading, Insurance, Derivatives, Financial Institutions, Finance, Private Placements, Series 63
Education
Washington University in St. Louis - Olin Business School 1992 — 1993
MBA, business
University of Kansas 1978 — 1982
BA, political science
Marcantonio Ramos Marcantonio Ramos's KBW Experience September 2007 - February 2013
Job Financial Services / Index & ETF Specialist
Industry Financial Services
Experience
Bank of America / Merrill Lynch February 2014 - Present
Bank of America / Merrill Lynch June 2013 - February 2014
KBW September 2007 - February 2013
BlackRock September 2006 - July 2007
Merrill Lynch March 2006 - August 2006
Skills
Research, Marketing Strategy, ETFs, Data Analysis, Investments, Series 7, Mutual Funds, Financial Services, Strategy, Marketing, Product Management, Analysis, Equities, Financial Advisory, Financial Analysis, Bloomberg, Capital Markets, Trading, Fixed Income, Banking, Mergers & Acquisitions
Education
Rowan University 2001 — 2005
Business Administration (BS), Marketing
Bank of America / Merrill Lynch February 2014 - Present
Bank of America / Merrill Lynch June 2013 - February 2014
KBW September 2007 - February 2013
BlackRock September 2006 - July 2007
Merrill Lynch March 2006 - August 2006
Skills
Research, Marketing Strategy, ETFs, Data Analysis, Investments, Series 7, Mutual Funds, Financial Services, Strategy, Marketing, Product Management, Analysis, Equities, Financial Advisory, Financial Analysis, Bloomberg, Capital Markets, Trading, Fixed Income, Banking, Mergers & Acquisitions
Education
Rowan University 2001 — 2005
Business Administration (BS), Marketing
Chris Ekstrom's KBW Experience October 2012 - January 2013
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
Blake Mock, CFA Blake Mock, CFA's KBW Experience September 2014 - Present
Job Assistant Vice President at KBW
Industry Financial Services
Experience
KBW September 2014 - Present
Standard & Poor's April 2014 - Present
Standard & Poor's October 2011 - Present
Marsh January 2010 - October 2011
Marsh June 2007 - December 2010
Skills
Insurance, Risk Management, Financial Analysis, Commercial Insurance, Financial Modeling, Professional Liability, Brokers, Property, Financial Risk, Underwriting
Education
University of Georgia - Terry College of Business 2002 — 2007
BBA, Banking and Finance; Risk Management and Insurance
KBW September 2014 - Present
Standard & Poor's April 2014 - Present
Standard & Poor's October 2011 - Present
Marsh January 2010 - October 2011
Marsh June 2007 - December 2010
Skills
Insurance, Risk Management, Financial Analysis, Commercial Insurance, Financial Modeling, Professional Liability, Brokers, Property, Financial Risk, Underwriting
Education
University of Georgia - Terry College of Business 2002 — 2007
BBA, Banking and Finance; Risk Management and Insurance
Corey Higgins Corey Higgins's KBW Experience 2008 - 2010
Job Product Manager/Business Analyst
Industry Computer Software
Experience
Morgan Stanley April 2014 - Present
Infinity Info Systems February 2008 - April 2014
KBW 2008 - 2010
ARAMARK May 2006 - September 2006
ARAMARK August 2005 - May 2006
Skills
Business Analysis, Project Management, Account Management, Management, CRM, Social Media, CRM Performance Analysis, Leadership, Business Intelligence, Training, Business Process, Software Documentation, Start-ups
Education
The Catholic University of America 2001 — 2005
BA, Media Studies
Morgan Stanley April 2014 - Present
Infinity Info Systems February 2008 - April 2014
KBW 2008 - 2010
ARAMARK May 2006 - September 2006
ARAMARK August 2005 - May 2006
Skills
Business Analysis, Project Management, Account Management, Management, CRM, Social Media, CRM Performance Analysis, Leadership, Business Intelligence, Training, Business Process, Software Documentation, Start-ups
Education
The Catholic University of America 2001 — 2005
BA, Media Studies
Ellen Marsteller's KBW Experience June 2007 - August 2007
Job Assistant Vice President Senior Auditor I at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America June 2012 - Present
Laffer Investments January 2012 - January 2012
Congressman Pete Sessions May 2011 - August 2011
George W. Bush Presidential Center August 2010 - December 2010
Office of Congressman Pete Sessions June 2010 - August 2010
Governor Robert F. McDonnell May 2010 - June 2010
KBW June 2007 - August 2007
Skills
Fundraising, Research, PowerPoint, Event Planning, Microsoft Excel, Leadership, Social Media, Access, Analysis, Program Management, Economics, Data Analysis, Financial Modeling, Financial Analysis, Auditing
Education
Southern Methodist University 2008 — 2012
Bachelor of Arts, Distinction in History, Minor in Art History
University College London, U. of London 2011 — 2011
History
The Collegiate School 1995 — 2008
Bank of America February 2015 - Present
Bank of America June 2012 - Present
Laffer Investments January 2012 - January 2012
Congressman Pete Sessions May 2011 - August 2011
George W. Bush Presidential Center August 2010 - December 2010
Office of Congressman Pete Sessions June 2010 - August 2010
Governor Robert F. McDonnell May 2010 - June 2010
KBW June 2007 - August 2007
Skills
Fundraising, Research, PowerPoint, Event Planning, Microsoft Excel, Leadership, Social Media, Access, Analysis, Program Management, Economics, Data Analysis, Financial Modeling, Financial Analysis, Auditing
Education
Southern Methodist University 2008 — 2012
Bachelor of Arts, Distinction in History, Minor in Art History
University College London, U. of London 2011 — 2011
History
The Collegiate School 1995 — 2008
Barry C. Mohr Barry C. Mohr's KBW Experience December 2001 - April 2006
Job CoFounder & CEO MallHawk, Inc.
Industry Internet
Experience
MallHawk, Inc. April 2014 - Present
Guggenheim Securities October 2013 - October 2014
Pierpont Securities March 2012 - October 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2006 - March 2012
KBW December 2001 - April 2006
Skills
Fixed Income, Securitization, Trading, Capital Markets, CDO, Structured Finance, Bonds, Bloomberg, Securities, Hedge Funds, Equities, Credit, Alternative Investments, Private Equity, ABS, Structured Products, Asset Management, Asset Managment, Retail, Mobile Internet, E-commerce, E-commerce Optimization, Venture Capital, Online Marketing, Online Advertising, Social Media, Digital Marketing
Education
Seton Hall University 1990 — 1994
Bachelor, Economics and Finance
MallHawk, Inc. April 2014 - Present
Guggenheim Securities October 2013 - October 2014
Pierpont Securities March 2012 - October 2013
Institutional Financial Markets, Inc. (formerly Cohen & Company) April 2006 - March 2012
KBW December 2001 - April 2006
Skills
Fixed Income, Securitization, Trading, Capital Markets, CDO, Structured Finance, Bonds, Bloomberg, Securities, Hedge Funds, Equities, Credit, Alternative Investments, Private Equity, ABS, Structured Products, Asset Management, Asset Managment, Retail, Mobile Internet, E-commerce, E-commerce Optimization, Venture Capital, Online Marketing, Online Advertising, Social Media, Digital Marketing
Education
Seton Hall University 1990 — 1994
Bachelor, Economics and Finance
Cale Spaulding's KBW Experience July 2012 - February 2013
Job Vice President, Fixed Income at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. February 2013 - Present
KBW July 2012 - February 2013
Sandler O'Neill & Partners, L.P. January 2011 - June 2012
Bank Hapoalim, NY Branches June 2006 - January 2011
AXA Financial June 2005 - August 2005
AXA Financial June 2004 - August 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Trading, Options, Funding, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Pennsylvania 2003 — 2006
Bachelor of Arts (B.A.), Economics
Middlebury College 2002 — 2003
Stifel Financial Corp. February 2013 - Present
KBW July 2012 - February 2013
Sandler O'Neill & Partners, L.P. January 2011 - June 2012
Bank Hapoalim, NY Branches June 2006 - January 2011
AXA Financial June 2005 - August 2005
AXA Financial June 2004 - August 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Trading, Options, Funding, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Pennsylvania 2003 — 2006
Bachelor of Arts (B.A.), Economics
Middlebury College 2002 — 2003
Brittney Faber Brittney Faber's KBW Experience August 2013 - May 2014
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
KBW August 2013 - May 2014
UnitedHealth Group June 2012 - August 2012
Tuck School of Business at Dartmouth College June 2011 - July 2011
Minikahda Country Club May 2010 - August 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Economics
Université Michel de Montaigne (Bordeaux 3) 2011 — 2011
Study Abroad Program, Liberal Arts and Sciences, General Studies and Humanities
Breck School 2003 — 2009
Morgan Stanley June 2014 - Present
KBW August 2013 - May 2014
UnitedHealth Group June 2012 - August 2012
Tuck School of Business at Dartmouth College June 2011 - July 2011
Minikahda Country Club May 2010 - August 2010
Education
Middlebury College 2009 — 2013
Bachelor of Arts (BA), Economics
Université Michel de Montaigne (Bordeaux 3) 2011 — 2011
Study Abroad Program, Liberal Arts and Sciences, General Studies and Humanities
Breck School 2003 — 2009
Jake Lee's KBW Experience February 2014 - Present
Job Investment Banking Analyst at KBW
Industry Investment Banking
Experience
KBW February 2014 - Present
University of Illinois at Urbana-Champaign August 2008 - Present
Stout Risius Ross February 2013 - January 2014
Sagent Advisors May 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Finance
Illinois Math and Science Academy 2005 — 2008
KBW February 2014 - Present
University of Illinois at Urbana-Champaign August 2008 - Present
Stout Risius Ross February 2013 - January 2014
Sagent Advisors May 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Finance
Illinois Math and Science Academy 2005 — 2008
Nishil Patel's KBW Experience January 2014 - August 2014
Job Basswood Partners
Industry Investment Management
Experience
Basswood Capital Management September 2014 - Present
KBW January 2014 - August 2014
KBW 2012 - 2014
Citi 2011 - 2012
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Basswood Capital Management September 2014 - Present
KBW January 2014 - August 2014
KBW 2012 - 2014
Citi 2011 - 2012
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Allyson Boyd Allyson Boyd's KBW Experience March 2015 - Present
Job Associate Research Analyst at KBW
Industry Research
Experience
KBW March 2015 - Present
Middlebury College Math Department September 2013 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
Taylor Woods Capital December 2013 - January 2014
Brunswick School June 2013 - September 2013
Skills
R, Statistics, Tutoring, Research, Teaching, Data Analysis, Spanish, Qualitative Research, Economics
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Greenwich Academy 2000 — 2010
High School Diploma
KBW March 2015 - Present
Middlebury College Math Department September 2013 - December 2014
Morgan Stanley Wealth Management June 2014 - August 2014
Taylor Woods Capital December 2013 - January 2014
Brunswick School June 2013 - September 2013
Skills
R, Statistics, Tutoring, Research, Teaching, Data Analysis, Spanish, Qualitative Research, Economics
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Greenwich Academy 2000 — 2010
High School Diploma
Aaron Wolf, CVA Aaron Wolf, CVA's KBW Experience November 2014 - Present
Job Equity Research Associate at KBW (A Stifel Company)
Industry Financial Services
Experience
KBW November 2014 - Present
SC&H Capital, LLC January 2009 - November 2014
SC&H Capital, LLC January 2009 - October 2011
Stonefield Josephson June 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Business Valuation, Equity Valuation, Purchase Price..., Option Valuation, Valuation, M, Private Equity, DCF, Due Diligence, Corporate Finance, Accounting, Financial Accounting
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance and Real Estate
KBW November 2014 - Present
SC&H Capital, LLC January 2009 - November 2014
SC&H Capital, LLC January 2009 - October 2011
Stonefield Josephson June 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Business Valuation, Equity Valuation, Purchase Price..., Option Valuation, Valuation, M, Private Equity, DCF, Due Diligence, Corporate Finance, Accounting, Financial Accounting
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance and Real Estate
Sara Wise's KBW Experience July 2010 - July 2011
Job Associate Director at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management June 2013 - Present
Babson Capital Management August 2011 - May 2013
KBW July 2010 - July 2011
Skills
Capital Markets, Financial Modeling, Fixed Income, Asset Management, Alternative Investments, Investments
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Public Policy, German
North Carolina School of Science and Mathematics
Babson Capital Management June 2013 - Present
Babson Capital Management August 2011 - May 2013
KBW July 2010 - July 2011
Skills
Capital Markets, Financial Modeling, Fixed Income, Asset Management, Alternative Investments, Investments
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Public Policy, German
North Carolina School of Science and Mathematics
Andy Andreatta Andy Andreatta's KBW Experience August 2013 - Present
Job Equity Trader at KBW
Industry Investment Management
Experience
KBW August 2013 - Present
State Street June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, Teamwork, Sales, Analytical Skills, Finance, Financial Analysis, Mutual Funds, Trading Strategies, Critical Thinking
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, 3.45
KBW August 2013 - Present
State Street June 2012 - August 2013
Merrill Lynch January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, Teamwork, Sales, Analytical Skills, Finance, Financial Analysis, Mutual Funds, Trading Strategies, Critical Thinking
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, 3.45
Lauren Horning Lauren Horning's KBW Experience November 2009 - January 2012
Job Experienced Administrative and Banking Professional Series 7 and Series 63 licensed
Industry Investment Banking
Experience
Silver Lane Advisors LLC August 2013 - Present
Top Tier Capital Partners May 2012 - July 2013
KBW November 2009 - January 2012
KBW May 2004 - October 2009
DGM & Associates July 2002 - July 2003
Queensland RailM February 2002 - May 2002
Shorepointe Optical June 2001 - January 2002
Skills
Series 7, Bloomberg, Investments, Series 63, Private Equity, Microsoft Office, Administrative..., Outlook, Excel, Customer Relations, Research, FactSet, SNL, Capital IQ, Microsoft Excel, Fund Of Funds, Venture Capital, VetureSource, Salesforce.com, Preqin.com, Recruiting, Event Planning, Employee Relations, Employee Training, Valuation
Education
University of Dayton 1997 — 2001
Bachelor of Arts, Psychology
Grosse Pointe South High School 1993 — 1997
Silver Lane Advisors LLC August 2013 - Present
Top Tier Capital Partners May 2012 - July 2013
KBW November 2009 - January 2012
KBW May 2004 - October 2009
DGM & Associates July 2002 - July 2003
Queensland RailM February 2002 - May 2002
Shorepointe Optical June 2001 - January 2002
Skills
Series 7, Bloomberg, Investments, Series 63, Private Equity, Microsoft Office, Administrative..., Outlook, Excel, Customer Relations, Research, FactSet, SNL, Capital IQ, Microsoft Excel, Fund Of Funds, Venture Capital, VetureSource, Salesforce.com, Preqin.com, Recruiting, Event Planning, Employee Relations, Employee Training, Valuation
Education
University of Dayton 1997 — 2001
Bachelor of Arts, Psychology
Grosse Pointe South High School 1993 — 1997
Stephen Kincheloe's KBW Experience February 2011 - April 2012
Job Residential Performance Manager at SunPower
Industry Renewables & Environment
Experience
SunPower Corporation June 2014 - Present
Natural Food Co., LLC ("Nat Snax") January 2013 - Present
KBW February 2011 - April 2012
KBW July 2008 - February 2011
Skills
Corporate Finance, Investment Banking, Bloomberg, Valuation, Financial Modeling, Capital Markets, Series 7, Financial Analysis, Due Diligence, Mergers, Equity Research, Equities, Capital IQ, Equity Valuation, DCF, LBO, Economics, Mergers & Acquisitions
Education
Yale School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance, Accounting
SunPower Corporation June 2014 - Present
Natural Food Co., LLC ("Nat Snax") January 2013 - Present
KBW February 2011 - April 2012
KBW July 2008 - February 2011
Skills
Corporate Finance, Investment Banking, Bloomberg, Valuation, Financial Modeling, Capital Markets, Series 7, Financial Analysis, Due Diligence, Mergers, Equity Research, Equities, Capital IQ, Equity Valuation, DCF, LBO, Economics, Mergers & Acquisitions
Education
Yale School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance, Accounting
Thor Thorsson Thor Thorsson's KBW Experience May 2003 - Present
Job Computer Software Consultant/Business Applications Developer
Industry Computer Software
Experience
KBW May 2003 - Present
Medco February 2001 - May 2003
Business Technology Group, Inc. 1985 - 2001
Skills
Oracle, Microsoft SQL Server, SDLC, Access, SQL, Business Analysis, VB.NET, Vendor Management
Education
Penn State University 1976 — 1978
M.S.
KBW May 2003 - Present
Medco February 2001 - May 2003
Business Technology Group, Inc. 1985 - 2001
Skills
Oracle, Microsoft SQL Server, SDLC, Access, SQL, Business Analysis, VB.NET, Vendor Management
Education
Penn State University 1976 — 1978
M.S.
Jim Gesing's KBW Experience 2003 - 2006
Job Manager, Operational Excellence Black Belt Program at Cardinal Health
Industry Pharmaceuticals
Experience
Cardinal Health October 2014 - Present
Cardinal Health January 2014 - October 2014
Cardinal Health January 2012 - January 2014
Medco March 2011 - January 2012
Medco August 2009 - March 2011
Medco January 2007 - August 2009
KBW 2003 - 2006
Skills
Budgeting & Forecasting, Variance Analysis, Workforce Management, Capital Projects, Financial Modeling, Corporate Finance, Managed Care, Cash Flow Forecasting, Balance Sheet, Capital Deployment, Share Count Forecasting, Interest & Other, Tangible Capital, Net Working Capital, Total Shareholder Return
Education
Ohio University 2002 — 2003
Master of Business Administration, Finance
Ohio University 1998 — 2002
Bachelor of Business Administration, Accounting
Saint Ignatius High School 1994 — 1998
Cardinal Health October 2014 - Present
Cardinal Health January 2014 - October 2014
Cardinal Health January 2012 - January 2014
Medco March 2011 - January 2012
Medco August 2009 - March 2011
Medco January 2007 - August 2009
KBW 2003 - 2006
Skills
Budgeting & Forecasting, Variance Analysis, Workforce Management, Capital Projects, Financial Modeling, Corporate Finance, Managed Care, Cash Flow Forecasting, Balance Sheet, Capital Deployment, Share Count Forecasting, Interest & Other, Tangible Capital, Net Working Capital, Total Shareholder Return
Education
Ohio University 2002 — 2003
Master of Business Administration, Finance
Ohio University 1998 — 2002
Bachelor of Business Administration, Accounting
Saint Ignatius High School 1994 — 1998
Ellisa Doiron Ellisa Doiron's KBW Experience October 2003 - June 2005
Job Student at University of Vermont
Industry Accounting
Experience
LaSalle Bank June 2005 - November 2007
KBW October 2003 - June 2005
Banknorth, N.A May 2002 - October 2003
Skills
Microsoft Office, Bloomberg API, Analysis, Banking, Finance
Education
University of Vermont 2015 — 2017
Master’s Degree, Accounting
University of Maine 1998 — 2002
Bachelor’s Degree, Business Administration: Finance
LaSalle Bank June 2005 - November 2007
KBW October 2003 - June 2005
Banknorth, N.A May 2002 - October 2003
Skills
Microsoft Office, Bloomberg API, Analysis, Banking, Finance
Education
University of Vermont 2015 — 2017
Master’s Degree, Accounting
University of Maine 1998 — 2002
Bachelor’s Degree, Business Administration: Finance
Kelly Fitzwater's KBW Experience November 2013 - February 2014
Job Independent Sales Representative at Avon/Kelly Fitzwater
Industry Accounting
Experience
Avon/Kelly Fitzwater May 2015 - Present
City of Nashua, New Hampshire February 2014 - Present
KBW November 2013 - February 2014
Accountemps September 2013 - November 2013
Walmart November 2011 - September 2013
The Institute of Professional Practice May 2009 - October 2011
Protonex September 2007 - February 2008
Nypro April 2005 - July 2007
GAAMHA November 2001 - April 2005
Castine Moving and Storage October 2000 - October 2001
Skills
Software Documentation, Payroll, Office Administration, Microsoft Excel, Accounts Payable, Data Entry, Administrative...
Education
Southern New Hampshire University 2014 — 2017
Bachelor's in Business Studies with concentration in Human Resources, Business Studies, 3.33 GPA
Mount Wachusett Community College 1996 — 1997
Certificate, Computerized Accounting
Avon/Kelly Fitzwater May 2015 - Present
City of Nashua, New Hampshire February 2014 - Present
KBW November 2013 - February 2014
Accountemps September 2013 - November 2013
Walmart November 2011 - September 2013
The Institute of Professional Practice May 2009 - October 2011
Protonex September 2007 - February 2008
Nypro April 2005 - July 2007
GAAMHA November 2001 - April 2005
Castine Moving and Storage October 2000 - October 2001
Skills
Software Documentation, Payroll, Office Administration, Microsoft Excel, Accounts Payable, Data Entry, Administrative...
Education
Southern New Hampshire University 2014 — 2017
Bachelor's in Business Studies with concentration in Human Resources, Business Studies, 3.33 GPA
Mount Wachusett Community College 1996 — 1997
Certificate, Computerized Accounting
Chris Semrod Chris Semrod's KBW Experience 1994 - 2004
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - June 2015
Currently Seeking Employment 2015 - 2015
Redwood Creek Capital, LLC January 2006 - January 2009
Howe Barnes Hoefer & Arnett 2009 - 2009
KBW 1994 - 2004
Skills
Capital Markets, Series 7, Equities, Institutional..., Alternative Investments, Series 63, Financial Services, Investments, Portfolio Management, Financial Modeling, Securities, Finance, Hedge Funds, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management
Education
University of Denver 1990 — 1994
BA, Psychology
Merrill Lynch June 2011 - June 2015
Currently Seeking Employment 2015 - 2015
Redwood Creek Capital, LLC January 2006 - January 2009
Howe Barnes Hoefer & Arnett 2009 - 2009
KBW 1994 - 2004
Skills
Capital Markets, Series 7, Equities, Institutional..., Alternative Investments, Series 63, Financial Services, Investments, Portfolio Management, Financial Modeling, Securities, Finance, Hedge Funds, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management
Education
University of Denver 1990 — 1994
BA, Psychology
Stephen Swett Stephen Swett's KBW Experience 2007 - 2009
Job Managing Director at ICR
Industry Financial Services
Experience
ICR 2012 - Present
Morgan Keegan 2009 - 2012
KBW 2007 - 2009
Wachovia Securities 1998 - 2007
Skills
Equity Research, Equities, Valuation, Investments, Series 7, Financial Modeling, Asset Managment, Capital Markets, Portfolio Management, Bloomberg, Equity Valuation, Securities, REIT
Education
The University of Connecticut 1989 — 1993
Master of Business Administration (M.B.A.), Real Estate
Trinity College-Hartford 1982 — 1986
Bachelor's degree, Economics
ICR 2012 - Present
Morgan Keegan 2009 - 2012
KBW 2007 - 2009
Wachovia Securities 1998 - 2007
Skills
Equity Research, Equities, Valuation, Investments, Series 7, Financial Modeling, Asset Managment, Capital Markets, Portfolio Management, Bloomberg, Equity Valuation, Securities, REIT
Education
The University of Connecticut 1989 — 1993
Master of Business Administration (M.B.A.), Real Estate
Trinity College-Hartford 1982 — 1986
Bachelor's degree, Economics
Alexander Sen's KBW Experience May 2013 - July 2013
Job Summer Investment Professional at Aquiline Capital Partners
Industry Financial Services
Experience
Business Today May 2012 - Present
Aquiline Capital Partners June 2015 - August 2015
Tiger Capital Management September 2013 - August 2015
The Blackstone Group June 2014 - August 2014
KBW May 2013 - July 2013
Fidelity Worldwide Investment July 2012 - July 2012
HSBC Global Banking and Markets June 2012 - June 2012
Education
Princeton University 2012 — 2016
Bachelor of Arts (B.A.), History
St. Paul's School 2007 — 2012
High School, A-Levels in Biology (A*), Chemistry (A*), English (A*), Maths (A*) and Perspectives on Science (A*)
Rokeby Prepatory School 1998 — 2007
Academic Scholar
Business Today May 2012 - Present
Aquiline Capital Partners June 2015 - August 2015
Tiger Capital Management September 2013 - August 2015
The Blackstone Group June 2014 - August 2014
KBW May 2013 - July 2013
Fidelity Worldwide Investment July 2012 - July 2012
HSBC Global Banking and Markets June 2012 - June 2012
Education
Princeton University 2012 — 2016
Bachelor of Arts (B.A.), History
St. Paul's School 2007 — 2012
High School, A-Levels in Biology (A*), Chemistry (A*), English (A*), Maths (A*) and Perspectives on Science (A*)
Rokeby Prepatory School 1998 — 2007
Academic Scholar
Kateryna Chupryna's KBW Experience May 2012 - Present
Job KBW
Industry Financial Services
Experience
KBW May 2012 - Present
SGI Cambium, LLC June 2011 - May 2012
9Alpha Capital July 2010 - April 2011
Wachovia Securities, LLC June 2008 - January 2010
UBS Securities Co., Ltd June 2007 - August 2007
Education
Princeton University 2005 — 2008
BA, Clinical Psychology
Kent School, Kent CT
KBW May 2012 - Present
SGI Cambium, LLC June 2011 - May 2012
9Alpha Capital July 2010 - April 2011
Wachovia Securities, LLC June 2008 - January 2010
UBS Securities Co., Ltd June 2007 - August 2007
Education
Princeton University 2005 — 2008
BA, Clinical Psychology
Kent School, Kent CT
Kaitlin Spensley Kaitlin Spensley's KBW Experience January 2014 - March 2014
Job Senior Associate at Altius Associates
Industry Investment Management
Experience
Altius Associates January 2015 - Present
Altius Associates April 2014 - January 2015
KBW January 2014 - March 2014
KBW July 2011 - January 2014
CarMax June 2010 - August 2010
Skills
Microsoft Office, Bloomberg, Investment Banking, Financial Modeling, Valuation, Financial Analysis, PowerPoint, Microsoft Excel, Investments, Due Diligence
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business, Latin American and Iberian Studies
The University of Queensland 2009 — 2009
Estudios Universitarios y Superiores de Andalucia (EUSA) 2008 — 2008
Spanish Language and Literature
The Culver Academies 2003 — 2007
Altius Associates January 2015 - Present
Altius Associates April 2014 - January 2015
KBW January 2014 - March 2014
KBW July 2011 - January 2014
CarMax June 2010 - August 2010
Skills
Microsoft Office, Bloomberg, Investment Banking, Financial Modeling, Valuation, Financial Analysis, PowerPoint, Microsoft Excel, Investments, Due Diligence
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business, Latin American and Iberian Studies
The University of Queensland 2009 — 2009
Estudios Universitarios y Superiores de Andalucia (EUSA) 2008 — 2008
Spanish Language and Literature
The Culver Academies 2003 — 2007
Geoffrey Mattson, CFA's KBW Experience June 2006 - May 2008
Job Head of Fixed Income Sales at SMBC Nikko Securities America, Inc.
Industry Capital Markets
Experience
SMBC Nikko Securities America, Inc. July 2015 - Present
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey May 2008 - November 2013
KBW June 2006 - May 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2002 - 2004
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Castle Rock Entertainment September 1995 - August 1998
ICM, Inc. June 1993 - September 1995
Skills
Fixed Income, Derivatives, Securities, Hedge Funds, Credit Derivatives, Loans, Leveraged Finance, Structured Finance, Structured Products, High Yield, Debt, Portfolio Management, Capital Markets, Series 7, Bonds, Trading, Investments, Bloomberg, Investment Banking, Credit, Financial Analysis, Asset Management, Financial Markets, Credit Analysis, Customer Relations, Financial Structuring, Valuation, Alternative Investments, Loyal, Equity Research, Series 63, Emerging Markets, Interest Rate..., Options, Private Equity, CDS, Private Placements, Finance
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
University of Michigan 1986 — 1992
BA, Political Science
SMBC Nikko Securities America, Inc. July 2015 - Present
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey May 2008 - November 2013
KBW June 2006 - May 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2002 - 2004
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Castle Rock Entertainment September 1995 - August 1998
ICM, Inc. June 1993 - September 1995
Skills
Fixed Income, Derivatives, Securities, Hedge Funds, Credit Derivatives, Loans, Leveraged Finance, Structured Finance, Structured Products, High Yield, Debt, Portfolio Management, Capital Markets, Series 7, Bonds, Trading, Investments, Bloomberg, Investment Banking, Credit, Financial Analysis, Asset Management, Financial Markets, Credit Analysis, Customer Relations, Financial Structuring, Valuation, Alternative Investments, Loyal, Equity Research, Series 63, Emerging Markets, Interest Rate..., Options, Private Equity, CDS, Private Placements, Finance
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
University of Michigan 1986 — 1992
BA, Political Science
Hayden Novikoff Hayden Novikoff's KBW Experience June 2012 - June 2012
Job Private Placement Analyst at WealthForge
Industry Financial Services
Experience
WealthForge May 2015 - Present
Stifel Financial Corp. August 2014 - March 2015
Stifel Financial Corp. June 2013 - August 2013
KBW June 2012 - June 2012
Orienta Beach Club June 2011 - August 2011
Kappa Sigma Fraternity March 2011 - May 2011
Orienta Beach Club June 2009 - August 2009
Skills
Spreadsheets, Microsoft Word, Bloomberg, Corporate Finance, Investment Banking, Investments, Social Media, Valuation, Management, Equities, Microsoft Excel
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting Concentrations, Rising Senior
Mamaroneck High School 2006 — 2010
WealthForge May 2015 - Present
Stifel Financial Corp. August 2014 - March 2015
Stifel Financial Corp. June 2013 - August 2013
KBW June 2012 - June 2012
Orienta Beach Club June 2011 - August 2011
Kappa Sigma Fraternity March 2011 - May 2011
Orienta Beach Club June 2009 - August 2009
Skills
Spreadsheets, Microsoft Word, Bloomberg, Corporate Finance, Investment Banking, Investments, Social Media, Valuation, Management, Equities, Microsoft Excel
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting Concentrations, Rising Senior
Mamaroneck High School 2006 — 2010
Djibril Diabate's KBW Experience September 2010 - June 2011
Job Torch Scholar at Northeastern University
Industry Computer Software
Experience
Northeastern University Transportation Department October 2014 - Present
Northeastern Athletics Department July 2014 - August 2014
Sullivan & Cromwell LLP 2011 - 2014
KBW September 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Time Management, Windows, Teamwork, Project Management, Community Outreach
Education
Northeastern University 2014 — 2019
Computer Science and Business
Cristo Rey New York High School 2010 — 2014
High School Diploma
Northeastern University Transportation Department October 2014 - Present
Northeastern Athletics Department July 2014 - August 2014
Sullivan & Cromwell LLP 2011 - 2014
KBW September 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Time Management, Windows, Teamwork, Project Management, Community Outreach
Education
Northeastern University 2014 — 2019
Computer Science and Business
Cristo Rey New York High School 2010 — 2014
High School Diploma
Kevin Crocco Kevin Crocco's KBW Experience June 2005 - August 2005
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP July 2015 - Present
Signpost April 2014 - February 2015
J.P. Morgan June 2007 - April 2014
SourceMedia June 2006 - June 2007
KBW June 2005 - August 2005
Skills
Derivatives, Prime Brokerage, Hedge Funds, Securities, Corporate Finance, Credit Analysis, Equity Research, Proprietary Trading, Equities, Bloomberg, Venture Capital, Marketing, Fixed Income, Sales, Leadership, Management, Capital Markets, Investment Banking, Private Equity, Alternative Investments, Investments, Due Diligence, Series 7, Financial Markets, Sales & Marketing, Sales Management, Sales Operations, Strategy, Financial Analysis, Finance, Advertising, Entrepreneurship, Marketing Strategy, Social Media Marketing, Account Management, Customer Service
Education
Miami University 2002 — 2006
BS, Finance
Iona Preparatory High School 1998 — 2002
ADP July 2015 - Present
Signpost April 2014 - February 2015
J.P. Morgan June 2007 - April 2014
SourceMedia June 2006 - June 2007
KBW June 2005 - August 2005
Skills
Derivatives, Prime Brokerage, Hedge Funds, Securities, Corporate Finance, Credit Analysis, Equity Research, Proprietary Trading, Equities, Bloomberg, Venture Capital, Marketing, Fixed Income, Sales, Leadership, Management, Capital Markets, Investment Banking, Private Equity, Alternative Investments, Investments, Due Diligence, Series 7, Financial Markets, Sales & Marketing, Sales Management, Sales Operations, Strategy, Financial Analysis, Finance, Advertising, Entrepreneurship, Marketing Strategy, Social Media Marketing, Account Management, Customer Service
Education
Miami University 2002 — 2006
BS, Finance
Iona Preparatory High School 1998 — 2002
Cristina DeFazio Cristina DeFazio's KBW Experience Vice PresidentKeefe, Bruyette & WoodsPaid InternSchroeder & Co., Inc.June 1998 - February 1999
Job Vice President at Keefe, Bruyette & Woods
Industry Financial Services
Experience
KBW Vice PresidentKeefe, Bruyette & WoodsPaid InternSchroeder & Co., Inc.June 1998 - February 1999
Skills
Equities, Investment Banking, Capital Markets, Securities, Trading Systems, Electronic Trading, Trading, Series 7, Equity Trading, Series 63, Financial Services
Education
St. John's University
Master of Business Administration (MBA)
KBW Vice PresidentKeefe, Bruyette & WoodsPaid InternSchroeder & Co., Inc.June 1998 - February 1999
Skills
Equities, Investment Banking, Capital Markets, Securities, Trading Systems, Electronic Trading, Trading, Series 7, Equity Trading, Series 63, Financial Services
Education
St. John's University
Master of Business Administration (MBA)
Marguerite A. McAfee's KBW Experience June 2008 - September 2010
Job Assistant Vice President, Marketing & Product Development at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors March 2014 - Present
The Dermot Company, Inc December 2011 - March 2014
KBW June 2008 - September 2010
Guardian Life Insurance November 2007 - June 2008
Skills
Capital Markets, Corporate Real Estate, Debt Restructuring, Equity Research, Excel, Financial Analysis, Financial Modeling, Finance, Financial Engineering, Hospitality Industry, Hotel Site Selection, Hotels, Intermediary, International Real..., Investment Properties, Investment Banking, Private Equity, Real Estate, REIT, Real Estate Investment..., Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Resorts, Resort Development, Securities, Structured Finance, Mezzanine, Bridge Loans, Bridge Financing, Investment Advisory, Investment Products, New York City, Raising Money, Raising Venture Capital, Underwriting, Financial Advisory, Construction Loans, Loan Origination, Brokerage, Land Sales, Land Development, Corporate Finance, Loan Structuring, Series 7, Series 63, Licensed Real Estate..., Hotel Development
Education
New York University 2010 — 2011
Master's, Real Estate Finance and Investments
State University of New York College at Oswego 2002 — 2006
Bachelor's degree, French Studies
Prudential Real Estate Investors March 2014 - Present
The Dermot Company, Inc December 2011 - March 2014
KBW June 2008 - September 2010
Guardian Life Insurance November 2007 - June 2008
Skills
Capital Markets, Corporate Real Estate, Debt Restructuring, Equity Research, Excel, Financial Analysis, Financial Modeling, Finance, Financial Engineering, Hospitality Industry, Hotel Site Selection, Hotels, Intermediary, International Real..., Investment Properties, Investment Banking, Private Equity, Real Estate, REIT, Real Estate Investment..., Real Estate Investment, Real Estate Development, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Resorts, Resort Development, Securities, Structured Finance, Mezzanine, Bridge Loans, Bridge Financing, Investment Advisory, Investment Products, New York City, Raising Money, Raising Venture Capital, Underwriting, Financial Advisory, Construction Loans, Loan Origination, Brokerage, Land Sales, Land Development, Corporate Finance, Loan Structuring, Series 7, Series 63, Licensed Real Estate..., Hotel Development
Education
New York University 2010 — 2011
Master's, Real Estate Finance and Investments
State University of New York College at Oswego 2002 — 2006
Bachelor's degree, French Studies
Emma Steuer's KBW Experience March 2014 - May 2015
Job Development Fellow at World Federalist Movement Institute for Global Policy
Industry Fund-Raising
Experience
World Federalist Movement - Institute for Global Policy June 2015 - Present
KBW March 2014 - May 2015
Manhattan Girl Group, Inc. December 2013 - March 2014
Inform November 2013 - March 2014
Drug Free Home Foundation, 501(c)(3) October 2013 - March 2014
Simbiot, Inc. October 2013 - December 2013
DialogueDirect 2012 - 2013
Kissel Hirsch & Wilmer LLP June 2008 - August 2012
El Museo del Barrio June 2010 - August 2010
Skills
Leadership, Fundraising, Management, Training, Nonprofits, PowerPoint, Microsoft Excel, Research, Event Planning, Marketing, Facebook
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor of Arts (BA), International Relations and Spanish, Philosophy minor
Ardsley High School 2004 — 2008
World Federalist Movement - Institute for Global Policy June 2015 - Present
KBW March 2014 - May 2015
Manhattan Girl Group, Inc. December 2013 - March 2014
Inform November 2013 - March 2014
Drug Free Home Foundation, 501(c)(3) October 2013 - March 2014
Simbiot, Inc. October 2013 - December 2013
DialogueDirect 2012 - 2013
Kissel Hirsch & Wilmer LLP June 2008 - August 2012
El Museo del Barrio June 2010 - August 2010
Skills
Leadership, Fundraising, Management, Training, Nonprofits, PowerPoint, Microsoft Excel, Research, Event Planning, Marketing, Facebook
Education
State University of New York College at Geneseo 2008 — 2012
Bachelor of Arts (BA), International Relations and Spanish, Philosophy minor
Ardsley High School 2004 — 2008
Alexander Coggin's KBW Experience September 2015 - Present
Job Fall Analyst at KBW
Industry Financial Services
Experience
KBW September 2015 - Present
Fidelity Investments June 2015 - Present
Trinity College - Hartford January 2014 - Present
Fidelity Investments June 2014 - August 2014
Massachusetts Medical Society June 2013 - August 2013
Eastern Mountain Sports June 2012 - July 2013
Skills
Economics, Finance, Financial Markets, Sales, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Merchandising, Microsoft Word, Time Management, Leadership, Communication, Data Analysis
Education
Trinity College-Hartford 2012 — 2016
Economics
WHS
KBW September 2015 - Present
Fidelity Investments June 2015 - Present
Trinity College - Hartford January 2014 - Present
Fidelity Investments June 2014 - August 2014
Massachusetts Medical Society June 2013 - August 2013
Eastern Mountain Sports June 2012 - July 2013
Skills
Economics, Finance, Financial Markets, Sales, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Merchandising, Microsoft Word, Time Management, Leadership, Communication, Data Analysis
Education
Trinity College-Hartford 2012 — 2016
Economics
WHS
Mary Ann Coppola Mary Ann Coppola's KBW Experience May 2001 - October 2011
Job Senior Accountant at A+ Technology Solutions, Inc.
Industry Investment Banking
Experience
A+ Technology Solutions, Inc. March 2014 - Present
KBW May 2001 - October 2011
Education
University of Rochester
Bachelor of Arts (BA), Mathematics, Allied Field in Management Studies
A+ Technology Solutions, Inc. March 2014 - Present
KBW May 2001 - October 2011
Education
University of Rochester
Bachelor of Arts (BA), Mathematics, Allied Field in Management Studies
Lindsay Strait's KBW Experience July 2014 - Present
Job Investment Banking Analyst at KBW
Industry Financial Services
Experience
KBW July 2014 - Present
University of Colorado Boulder August 2010 - January 2014
Deloitte & Touche June 2013 - August 2013
IPS Strategic Capital January 2013 - May 2013
Senior Class Council May 2012 - May 2013
Goldman Sachs June 2012 - August 2012
American Cancer Society January 2010 - May 2012
Delta Delta Delta January 2010 - January 2011
Skills
Leadership, Teamwork, Event Planning, Public Speaking, Customer Service, Fundraising, Financial Analysis, Microsoft Excel, Organization, Non-profits, Research, Social Media
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Accounting, Cummulative GPA 3.7/4.0 Business GPA 3.7/4.0
Arapahoe High School 2005 — 2009
Diploma
KBW July 2014 - Present
University of Colorado Boulder August 2010 - January 2014
Deloitte & Touche June 2013 - August 2013
IPS Strategic Capital January 2013 - May 2013
Senior Class Council May 2012 - May 2013
Goldman Sachs June 2012 - August 2012
American Cancer Society January 2010 - May 2012
Delta Delta Delta January 2010 - January 2011
Skills
Leadership, Teamwork, Event Planning, Public Speaking, Customer Service, Fundraising, Financial Analysis, Microsoft Excel, Organization, Non-profits, Research, Social Media
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Accounting, Cummulative GPA 3.7/4.0 Business GPA 3.7/4.0
Arapahoe High School 2005 — 2009
Diploma
Matt Miazga's KBW Experience June 2003 - May 2005
Job Restructuring Consultant
Industry Venture Capital & Private Equity
Experience
Stoneleigh Group Holdings April 2013 - Present
Axia Acquisition Corporation (Ames Taping Tools and TapeTech) May 2011 - March 2013
Goense Bounds & Partners August 2006 - May 2011
Goldman Sachs June 2005 - July 2006
KBW June 2003 - May 2005
Skills
Investment Banking, Restructuring, Private Equity, Mergers & Acquisitions, Valuation, Venture Capital, Business Analysis, Equities, Hedge Funds, Corporate Development, LBO, Strategic Leadership, Business Acquisition
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Stoneleigh Group Holdings April 2013 - Present
Axia Acquisition Corporation (Ames Taping Tools and TapeTech) May 2011 - March 2013
Goense Bounds & Partners August 2006 - May 2011
Goldman Sachs June 2005 - July 2006
KBW June 2003 - May 2005
Skills
Investment Banking, Restructuring, Private Equity, Mergers & Acquisitions, Valuation, Venture Capital, Business Analysis, Equities, Hedge Funds, Corporate Development, LBO, Strategic Leadership, Business Acquisition
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Joseph P. Beebe Joseph P. Beebe's KBW Experience April 2003 - Present
Job Managing Director and Group Head, Insurance Investment Banking at KBW
Industry Investment Banking
Experience
KBW April 2003 - Present
Education
Pace University - Lubin School of Business 1983 — 1985
Master of Business Administration (MBA), Finance
Villanova University 1977 — 1981
Bachelor's Degree, Economics
KBW April 2003 - Present
Education
Pace University - Lubin School of Business 1983 — 1985
Master of Business Administration (MBA), Finance
Villanova University 1977 — 1981
Bachelor's Degree, Economics
Salvatore Cotilletta's KBW Experience March 2012 - March 2013
Job Web Developer at Affinity Solutions
Industry Computer Software
Experience
Affinity Solutions September 2014 - Present
S.C Online Marketing Inc. March 2011 - Present
KBW March 2012 - March 2013
Skills
SEO, Capital IQ, Bloomberg, Microsoft Office, Web Design, Visio, IT Audit, Google Analytics, Google Adwords, Programming, Python, HTML, Sarbanes-Oxley Act, Internal Audit, Finance, Investment Banking, CSS, PHP, Google Adsense, Java, Eclipse, JavaScript, SQL, Database Design, jQuery, Affiliate Marketing, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Financial Analysis, Research
Education
New York University 2010 — 2014
Bachelor’s Degree, Economics & Computer Science
Chaminade High School 2006 — 2010
Affinity Solutions September 2014 - Present
S.C Online Marketing Inc. March 2011 - Present
KBW March 2012 - March 2013
Skills
SEO, Capital IQ, Bloomberg, Microsoft Office, Web Design, Visio, IT Audit, Google Analytics, Google Adwords, Programming, Python, HTML, Sarbanes-Oxley Act, Internal Audit, Finance, Investment Banking, CSS, PHP, Google Adsense, Java, Eclipse, JavaScript, SQL, Database Design, jQuery, Affiliate Marketing, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Financial Analysis, Research
Education
New York University 2010 — 2014
Bachelor’s Degree, Economics & Computer Science
Chaminade High School 2006 — 2010
Brady Warner Brady Warner's KBW Experience July 2009 - August 2010
Job Senior Strategy Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Wells Fargo Securities August 2011 - November 2014
Citadel LLC September 2010 - August 2011
KBW July 2009 - August 2010
PineBridge Investments May 2008 - June 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence, Business Planning, Securities, Finance, Strategy, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance, Management, Cum Laude
NYU in London 2007 — 2007
Semester Abroad
New York University
Bachelor of Science (B.Sc.), Finance, General
New York University
JPMorgan Chase & Co. November 2014 - Present
Wells Fargo Securities August 2011 - November 2014
Citadel LLC September 2010 - August 2011
KBW July 2009 - August 2010
PineBridge Investments May 2008 - June 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Financial Markets, Due Diligence, Business Planning, Securities, Finance, Strategy, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance, Management, Cum Laude
NYU in London 2007 — 2007
Semester Abroad
New York University
Bachelor of Science (B.Sc.), Finance, General
New York University
Akshay Bimbhet Akshay Bimbhet's KBW Experience July 2010 - Present
Job Associate at KBW (Previously Analyst)
Industry Financial Services
Experience
KBW July 2010 - Present
B.C. Ziegler & Co June 2009 - August 2009
Farallon Capital Management June 2008 - August 2008
Deustche Bank July 2007 - August 2007
Skills
Value Investing, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2009
BSBA, Finance
KBW July 2010 - Present
B.C. Ziegler & Co June 2009 - August 2009
Farallon Capital Management June 2008 - August 2008
Deustche Bank July 2007 - August 2007
Skills
Value Investing, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2009
BSBA, Finance
Savannah Lintz Savannah Lintz's KBW Experience April 2011 - Present
Job Equity Research Admin Keefe, Bruyette & Woods
Industry Financial Services
Experience
KBW April 2011 - Present
The Atlanta Center for Restorative Dentistry June 2009 - April 2011
The Atlanta Center for Restorative Dentistry June 2009 - April 2011
Skills
Finance, Financial Analysis
Education
The University of Georgia 2004 — 2009
BSFACS, Consumer Journalism
KBW April 2011 - Present
The Atlanta Center for Restorative Dentistry June 2009 - April 2011
The Atlanta Center for Restorative Dentistry June 2009 - April 2011
Skills
Finance, Financial Analysis
Education
The University of Georgia 2004 — 2009
BSFACS, Consumer Journalism
Todd Stecker's KBW Experience January 2007 - January 2009
Job Marketing and Development Manager
Industry Real Estate
Experience
CompassRock Real Estate LLC September 2015 - Present
Staging Mats February 2013 - Present
Lalezarian Developers January 2011 - September 2015
Citi Habitats June 2010 - December 2010
Blackstone Properties January 2009 - May 2010
KBW January 2007 - January 2009
Skills
Real Estate, Real Estate Transactions, Investment Properties, Real Estate Development, Brokerage, Investments, Property Management, Leases, Sellers, Valuation, Real Estate Economics, Asset Managment, Due Diligence, Microsoft Excel, Condos, Investors, Negotiation, Contract Negotiation, Asset Management, Residential Homes, Commercial Real Estate
Education
SUNY Oneonta 2002 — 2006
BS, Accounting
CompassRock Real Estate LLC September 2015 - Present
Staging Mats February 2013 - Present
Lalezarian Developers January 2011 - September 2015
Citi Habitats June 2010 - December 2010
Blackstone Properties January 2009 - May 2010
KBW January 2007 - January 2009
Skills
Real Estate, Real Estate Transactions, Investment Properties, Real Estate Development, Brokerage, Investments, Property Management, Leases, Sellers, Valuation, Real Estate Economics, Asset Managment, Due Diligence, Microsoft Excel, Condos, Investors, Negotiation, Contract Negotiation, Asset Management, Residential Homes, Commercial Real Estate
Education
SUNY Oneonta 2002 — 2006
BS, Accounting
Melissa Powers's KBW Experience 2004 - 2005
Job Human Resources, Digital Biology Center Cambridge
Industry Biotechnology
Experience
Bio-Rad Laboratories (Digital Biology Center- Cambridge) - GnuBIO June 2014 - Present
Corsair Solutions June 2006 - June 2014
Joppa 2006 - 2014
Corsair Solutions June 2006 - December 2009
Advantage Human Resourcing 2005 - 2006
43 Degrees North 2004 - 2006
KBW 2004 - 2005
Seacoast Swimming Association 1988 - 1997
Skills
Sourcing, Contract Negotiation, Technical Recruiting, Recruitment Technology, Compensation Negotiation, Talent Acquisition, Interviewing, Full-cycle Recruiting, Social Networking, Account Management, Recruiting, Employee Benefits, Permanent Placement, Process Improvement, Enterprise Software, Direct Sales, Negotiation, CRM, Networking, College Recruiting, Internet Recruiting, Applicant Tracking..., Screening, Team Building, Human Resources, Sales Operations, Training, New Business Development, Contract Recruitment, Temporary Placement, Sales Process, Leadership, Coaching, Lead Generation, Performance Management, SDLC, Start-ups, Staffing Services, Talent Management, Interviews, Sales, Temporary Staffing, Employee Relations, Cloud Computing
Education
University of New Hampshire 1997 — 2002
Bio-Rad Laboratories (Digital Biology Center- Cambridge) - GnuBIO June 2014 - Present
Corsair Solutions June 2006 - June 2014
Joppa 2006 - 2014
Corsair Solutions June 2006 - December 2009
Advantage Human Resourcing 2005 - 2006
43 Degrees North 2004 - 2006
KBW 2004 - 2005
Seacoast Swimming Association 1988 - 1997
Skills
Sourcing, Contract Negotiation, Technical Recruiting, Recruitment Technology, Compensation Negotiation, Talent Acquisition, Interviewing, Full-cycle Recruiting, Social Networking, Account Management, Recruiting, Employee Benefits, Permanent Placement, Process Improvement, Enterprise Software, Direct Sales, Negotiation, CRM, Networking, College Recruiting, Internet Recruiting, Applicant Tracking..., Screening, Team Building, Human Resources, Sales Operations, Training, New Business Development, Contract Recruitment, Temporary Placement, Sales Process, Leadership, Coaching, Lead Generation, Performance Management, SDLC, Start-ups, Staffing Services, Talent Management, Interviews, Sales, Temporary Staffing, Employee Relations, Cloud Computing
Education
University of New Hampshire 1997 — 2002
Reggie Zamora's KBW Experience 2007 - 2013
Job Cybersecurity & Compliance
Industry Airlines/Aviation
Experience
JetBlue Airways March 2015 - Present
NASDAQ March 2013 - March 2015
KBW 2007 - 2013
Experis 2005 - 2007
Pershing, a BNY Mellon company 2000 - 2005
Ambac 1992 - 2000
Deloitte 1990 - 1992
BNP Paribas 1989 - 1990
KPMG 1986 - 1989
Skills
GLBA, Disaster Recovery, Vendor Management, Data Privacy, Governance, COBIT, ISO 27001, Financial Services, Vulnerability Assessment, Vulnerability Management, Information Technology, COSO, SDLC, ITIL, Security, Management Consulting, Business Process..., Data Security, IT Strategy, IT Risk Management, Information Security, Penetration Testing, IT Compliance, Internal Audit, Internal Controls, Due Diligence, Computer Security, Sarbanes-Oxley, Corporate Governance, Operational Risk..., Data Center, Business Process..., IT Management, Infrastructure, Information Security..., Identity Management, Security Awareness, Business Continuity..., CISA, Sarbanes-Oxley Act
Education
New York Law School
Juris Doctor, Law
New York University
Bachelor of Arts
St. Francis Xavier HS
(Regents Diploma)
JetBlue Airways March 2015 - Present
NASDAQ March 2013 - March 2015
KBW 2007 - 2013
Experis 2005 - 2007
Pershing, a BNY Mellon company 2000 - 2005
Ambac 1992 - 2000
Deloitte 1990 - 1992
BNP Paribas 1989 - 1990
KPMG 1986 - 1989
Skills
GLBA, Disaster Recovery, Vendor Management, Data Privacy, Governance, COBIT, ISO 27001, Financial Services, Vulnerability Assessment, Vulnerability Management, Information Technology, COSO, SDLC, ITIL, Security, Management Consulting, Business Process..., Data Security, IT Strategy, IT Risk Management, Information Security, Penetration Testing, IT Compliance, Internal Audit, Internal Controls, Due Diligence, Computer Security, Sarbanes-Oxley, Corporate Governance, Operational Risk..., Data Center, Business Process..., IT Management, Infrastructure, Information Security..., Identity Management, Security Awareness, Business Continuity..., CISA, Sarbanes-Oxley Act
Education
New York Law School
Juris Doctor, Law
New York University
Bachelor of Arts
St. Francis Xavier HS
(Regents Diploma)
Javed Jinnah's KBW Experience 2010 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
KBW 2010 - Present
FBR 2007 - 2010
Skills
Capital Markets, Equities, Private Equity, Investment Banking, Valuation, Financial Modeling, Venture Capital, Mergers, Asset Management, Corporate Development, Private Placements, Financial Advisory, Financial Structuring, IPO, Entrepreneurship, Equity Valuation, Insurance, Corporate Finance, Competitive Analysis, Strategy, Due Diligence
Education
Raffles Institution
The George Washington University
University of Michigan
Morgan Stanley September 2014 - Present
KBW 2010 - Present
FBR 2007 - 2010
Skills
Capital Markets, Equities, Private Equity, Investment Banking, Valuation, Financial Modeling, Venture Capital, Mergers, Asset Management, Corporate Development, Private Placements, Financial Advisory, Financial Structuring, IPO, Entrepreneurship, Equity Valuation, Insurance, Corporate Finance, Competitive Analysis, Strategy, Due Diligence
Education
Raffles Institution
The George Washington University
University of Michigan
Michael Widner's KBW Experience February 2013 - Present
Job
Industry Investment Management
Experience
KBW February 2013 - Present
Stifel Nicolaus October 2005 - February 2013
Capital One April 2002 - August 2005
The Boston Consulting Group August 1996 - February 2002
United Technologies, Hamilton Standard July 1991 - July 1994
AT&T, Bell Labs January 1988 - August 1989
Skills
Valuation, Financial Modeling, Equity Research, Equities, Capital Markets, Private Equity, Equity Valuation, Hedge Funds, Investments, Portfolio Management, Corporate Development, Corporate Finance, Asset Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Economics, with Honors
University of Virginia 1987 — 1991
BS, Electrical Engineering, magna cum laude
KBW February 2013 - Present
Stifel Nicolaus October 2005 - February 2013
Capital One April 2002 - August 2005
The Boston Consulting Group August 1996 - February 2002
United Technologies, Hamilton Standard July 1991 - July 1994
AT&T, Bell Labs January 1988 - August 1989
Skills
Valuation, Financial Modeling, Equity Research, Equities, Capital Markets, Private Equity, Equity Valuation, Hedge Funds, Investments, Portfolio Management, Corporate Development, Corporate Finance, Asset Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance and Economics, with Honors
University of Virginia 1987 — 1991
BS, Electrical Engineering, magna cum laude
Matthew Warner's KBW Experience January 2009 - March 2010
Job Senior Consultant / Investment Management Professional
Industry Investment Management
Experience
BNY Mellon October 2012 - Present
MacKay Shields August 2012 - October 2012
Swapclear, LCH Clearnet January 2012 - July 2012
Inverness Counsel LLC March 2010 - December 2011
KBW January 2009 - March 2010
Broadridge November 2008 - December 2008
Macquarie Bank April 2008 - October 2008
U.S. Trust June 2003 - April 2008
U.S. Trust Co. NA June 2001 - June 2003
U.S. Trust Co. NA March 2000 - June 2001
Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments
Education
Sacred Heart University 1991 — 1994
MBA, Finance
Sacred Heart University 1984 — 1987
BS, Finance and Business Administration
BNY Mellon October 2012 - Present
MacKay Shields August 2012 - October 2012
Swapclear, LCH Clearnet January 2012 - July 2012
Inverness Counsel LLC March 2010 - December 2011
KBW January 2009 - March 2010
Broadridge November 2008 - December 2008
Macquarie Bank April 2008 - October 2008
U.S. Trust June 2003 - April 2008
U.S. Trust Co. NA June 2001 - June 2003
U.S. Trust Co. NA March 2000 - June 2001
Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments
Education
Sacred Heart University 1991 — 1994
MBA, Finance
Sacred Heart University 1984 — 1987
BS, Finance and Business Administration
Justin Vigorito's KBW Experience August 2010 - July 2011
Job at
Industry Banking
Experience
Piper Jaffray January 2012 - Present
Piper Jaffray July 2011 - January 2012
KBW August 2010 - July 2011
Dexia Credit Local April 2007 - July 2010
Fiduciary Trust Company February 2006 - May 2007
Skills
Bloomberg, Trading, Swaps, Options, Bonds, Hedge Funds, Asset Managment, Capital Markets, Investment Banking, Fixed Income, Equities, Securities, Derivatives
Education
University of Delaware 2000 — 2004
Piper Jaffray January 2012 - Present
Piper Jaffray July 2011 - January 2012
KBW August 2010 - July 2011
Dexia Credit Local April 2007 - July 2010
Fiduciary Trust Company February 2006 - May 2007
Skills
Bloomberg, Trading, Swaps, Options, Bonds, Hedge Funds, Asset Managment, Capital Markets, Investment Banking, Fixed Income, Equities, Securities, Derivatives
Education
University of Delaware 2000 — 2004
Robert Smalley's KBW Experience 1986 - 1989
Job Executive Director, UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC June 2010 - Present
JP Morgan Asset Management 2009 - 2010
Cura Capital Management 2006 - 2008
FrontPoint Partners, LLC 2004 - 2006
Clinton Group 2002 - 2004
HSBC 1998 - 2002
Morgan Stanley 1994 - 1998
Lehman Brothers 1991 - 1994
American Express 1989 - 1991
KBW 1986 - 1989
Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps
Education
Columbia University School of International Affairs 1983 — 1986
Master of International Affairs, International Finance and Banking
Union College 1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies
UBS Securities LLC June 2010 - Present
JP Morgan Asset Management 2009 - 2010
Cura Capital Management 2006 - 2008
FrontPoint Partners, LLC 2004 - 2006
Clinton Group 2002 - 2004
HSBC 1998 - 2002
Morgan Stanley 1994 - 1998
Lehman Brothers 1991 - 1994
American Express 1989 - 1991
KBW 1986 - 1989
Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps
Education
Columbia University School of International Affairs 1983 — 1986
Master of International Affairs, International Finance and Banking
Union College 1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies
Deron Wolfe's KBW Experience February 1996 - July 1999
Job Managing Director at KBW
Industry Financial Services
Experience
Keefe Bruyette & Woods April 2002 - Present
UBS Investment Bank July 1999 - April 2002
KBW February 1996 - July 1999
Olde September 1994 - February 1996
Skills
Capital Markets, Series 63, Series 7, Corporate Finance, Equity Research, Financial Modeling, Hedge Funds
Education
Miami University 1989 — 1993
BA, Economics
Central High School of Philadelphia 1985 — 1989
Keefe Bruyette & Woods April 2002 - Present
UBS Investment Bank July 1999 - April 2002
KBW February 1996 - July 1999
Olde September 1994 - February 1996
Skills
Capital Markets, Series 63, Series 7, Corporate Finance, Equity Research, Financial Modeling, Hedge Funds
Education
Miami University 1989 — 1993
BA, Economics
Central High School of Philadelphia 1985 — 1989
Keith Menig's KBW Experience March 2011 - February 2013
Job Vice President at Resource America
Industry Capital Markets
Experience
Resource America March 2015 - Present
First Empire Securities, Inc August 2013 - March 2015
G2 Investment Group, LLC February 2013 - August 2013
KBW March 2011 - February 2013
Bayview Asset Management January 2008 - February 2012
C-BASS April 2002 - December 2007
Ernst & Young LLP 1999 - 2002
Skills
Due Diligence, Capital Markets, Residential Mortgages, MBS, ABS, Structured Finance, Valuation, Hedge Funds, Fixed Income, Structured Products, Bloomberg, Equities, Financial Modeling, Derivatives, CMBS, Securitization, Bonds, Financial Structuring
Education
University of Pennsylvania 1995 — 1999
BS, Economics
Resource America March 2015 - Present
First Empire Securities, Inc August 2013 - March 2015
G2 Investment Group, LLC February 2013 - August 2013
KBW March 2011 - February 2013
Bayview Asset Management January 2008 - February 2012
C-BASS April 2002 - December 2007
Ernst & Young LLP 1999 - 2002
Skills
Due Diligence, Capital Markets, Residential Mortgages, MBS, ABS, Structured Finance, Valuation, Hedge Funds, Fixed Income, Structured Products, Bloomberg, Equities, Financial Modeling, Derivatives, CMBS, Securitization, Bonds, Financial Structuring
Education
University of Pennsylvania 1995 — 1999
BS, Economics
Thomas Ekert's KBW Experience December 2002 - October 2012
Job Managing Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities January 2014 - Present
Investment bank/broker dealer October 2012 - January 2014
KBW December 2002 - October 2012
Skills
CFA
Education
University at Albany, SUNY 1988 — 1992
Guggenheim Securities January 2014 - Present
Investment bank/broker dealer October 2012 - January 2014
KBW December 2002 - October 2012
Skills
CFA
Education
University at Albany, SUNY 1988 — 1992
Patrick J. Long's KBW Experience January 2007 - April 2013
Job Managing Director at KBW
Industry Investment Banking
Experience
Keefe, Bruyette & Woods (KBW) April 2015 - Present
Sterne Agee May 2013 - April 2015
KBW January 2007 - April 2013
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
United States Naval Academy 1988 — 1992
Keefe, Bruyette & Woods (KBW) April 2015 - Present
Sterne Agee May 2013 - April 2015
KBW January 2007 - April 2013
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA
United States Naval Academy 1988 — 1992
Neil Chawhan's KBW Experience September 2015 - Present
Job Managing Director at KBW
Industry Investment Banking
Experience
KBW September 2015 - Present
BofA Merrill Lynch 2000 - September 2015
PricewaterhouseCoopers 1999 - 2000
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Mergers, LBO, Financial Structuring, Equity Derivatives, Banking, IPO, Credit Analysis, Equity Capital Markets, Financial Services, Equities, Private Equity, Strategic Financial..., Corporate Development, Mergers, Mergers & Acquisitions
Education
University of Connecticut 1995 — 1999
Bachelor’s Degree, Accounting and Finance, University Scholar
KBW September 2015 - Present
BofA Merrill Lynch 2000 - September 2015
PricewaterhouseCoopers 1999 - 2000
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Fixed Income, Mergers, LBO, Financial Structuring, Equity Derivatives, Banking, IPO, Credit Analysis, Equity Capital Markets, Financial Services, Equities, Private Equity, Strategic Financial..., Corporate Development, Mergers, Mergers & Acquisitions
Education
University of Connecticut 1995 — 1999
Bachelor’s Degree, Accounting and Finance, University Scholar
Saji Varghese's KBW Experience December 2009 - May 2010
Job Accounting Manager at Combined Jewish Philanthropies
Industry Computer Software
Experience
Combined Jewish Philanthropies September 2011 - Present
i-CAD August 2010 - June 2011
KBW December 2009 - May 2010
EnerNOC October 2008 - October 2009
Emptoris 2000 - October 2008
Universal Software Corporation 1998 - 2000
TounchPoint Software Corp 1997 - 1998
Skills
Financial Reporting, General Ledger, Accounts Receivable, Accounts Payable, Financial Analysis, Internal Controls, Payroll, Account Reconciliation, Budgets, Revenue Recognition, Finance, Management, Auditing, Invoicing, Financial Statements, Forecasting, Financial Accounting, Mergers & Acquisitions, Due Diligence, Managerial Finance, Sarbanes-Oxley Act, Human Resources, Cash..., Accounting, Internal Audit, SaaS, Enterprise Software
Education
University of Calicut
B.Com, Accountancy
Combined Jewish Philanthropies September 2011 - Present
i-CAD August 2010 - June 2011
KBW December 2009 - May 2010
EnerNOC October 2008 - October 2009
Emptoris 2000 - October 2008
Universal Software Corporation 1998 - 2000
TounchPoint Software Corp 1997 - 1998
Skills
Financial Reporting, General Ledger, Accounts Receivable, Accounts Payable, Financial Analysis, Internal Controls, Payroll, Account Reconciliation, Budgets, Revenue Recognition, Finance, Management, Auditing, Invoicing, Financial Statements, Forecasting, Financial Accounting, Mergers & Acquisitions, Due Diligence, Managerial Finance, Sarbanes-Oxley Act, Human Resources, Cash..., Accounting, Internal Audit, SaaS, Enterprise Software
Education
University of Calicut
B.Com, Accountancy
Catherine Klinchuch's KBW Experience October 2010 - March 2013
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Evercore March 2013 - September 2014
KBW October 2010 - March 2013
Green Street Advisors 2009 - 2010
Barclays July 2008 - August 2009
Skills
Financial Modeling, Equities, Financial Analysis, Equity Research, Investment Banking, Valuation, Bloomberg, Private Equity, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Morgan Stanley September 2014 - Present
Evercore March 2013 - September 2014
KBW October 2010 - March 2013
Green Street Advisors 2009 - 2010
Barclays July 2008 - August 2009
Skills
Financial Modeling, Equities, Financial Analysis, Equity Research, Investment Banking, Valuation, Bloomberg, Private Equity, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Elliott Marquis's KBW Experience June 2011 - August 2011
Job Lead Financial Analyst Center for Connected Government at The MITRE Corporation
Industry Financial Services
Experience
The MITRE Corporation January 2015 - Present
MITRE July 2012 - Present
KBW June 2011 - August 2011
VERO Capital Management June 2010 - August 2010
Mendon Capital Advisors September 2006 - September 2008
Oppenheimer & Co. March 2005 - September 2006
Skills
Financial Modeling, Valuation, Analysis, Finance, Financial Analysis, Investments, Portfolio Management, Management, Data Analysis, Equity Research, Investment Banking, Investment Management, Financial Services, Hedge Funds, Securities, Trading, VBA, Bloomberg Terminal, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
International Business
The Johns Hopkins University - Carey Business School 2010 — 2012
GMBA, Finance
The MITRE Corporation January 2015 - Present
MITRE July 2012 - Present
KBW June 2011 - August 2011
VERO Capital Management June 2010 - August 2010
Mendon Capital Advisors September 2006 - September 2008
Oppenheimer & Co. March 2005 - September 2006
Skills
Financial Modeling, Valuation, Analysis, Finance, Financial Analysis, Investments, Portfolio Management, Management, Data Analysis, Equity Research, Investment Banking, Investment Management, Financial Services, Hedge Funds, Securities, Trading, VBA, Bloomberg Terminal, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
International Business
The Johns Hopkins University - Carey Business School 2010 — 2012
GMBA, Finance
Justin Audet's KBW Experience 2007 - 2007
Job Credit Analyst Newfleet Asset Management
Industry Investment Management
Experience
Newfleet Asset Management January 2013 - Present
Regent Wealth Management October 2010 - January 2013
Xerox Corporation September 2008 - October 2010
KBW 2007 - 2007
State Street / Investors Bank & Trust 2004 - 2006
Skills
Asset Managment, Portfolio Management, Asset Allocation, Retirement Planning, Investment Strategies, Equities, Asset Management, Wealth Management, Financial Services, Investments, Mutual Funds, Series 7, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Connecticut 2006 — 2008
MBA, Finance & Real Estate
Saint Michael's College 1999 — 2003
BA
Hall High School
Hall High School
Newfleet Asset Management January 2013 - Present
Regent Wealth Management October 2010 - January 2013
Xerox Corporation September 2008 - October 2010
KBW 2007 - 2007
State Street / Investors Bank & Trust 2004 - 2006
Skills
Asset Managment, Portfolio Management, Asset Allocation, Retirement Planning, Investment Strategies, Equities, Asset Management, Wealth Management, Financial Services, Investments, Mutual Funds, Series 7, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Connecticut 2006 — 2008
MBA, Finance & Real Estate
Saint Michael's College 1999 — 2003
BA
Hall High School
Hall High School
Matt Pecoraro's KBW Experience August 2014 - October 2014
Job Accounting at HDRBB
Industry Legal Services
Experience
HARTMANN DOHERTY ROSA BERMAN & BULBULIA, LLC March 2015 - Present
KBW August 2014 - October 2014
Taylor Gourmet/ Steak & Ice July 2013 - December 2013
Robert Half Technology May 2013 - June 2013
Keller Depken Oil Co. August 2010 - December 2012
CONCORD EQUITY PARTNERS May 2008 - August 2008
PEOPLE'S UNITED EQUIP. FINANCE CORP May 2007 - July 2007
Skills
Microsoft Excel, Microsoft Office, Windows, Mac OS, Marketing, Sales, Customer Service, Leadership, PowerPoint
Education
Penn State University 2006 — 2012
Bachelor of Science (B.S.), Economics
Penn State University 2006 — 2012
Bachelor of Science (B.S.), Economics
HARTMANN DOHERTY ROSA BERMAN & BULBULIA, LLC March 2015 - Present
KBW August 2014 - October 2014
Taylor Gourmet/ Steak & Ice July 2013 - December 2013
Robert Half Technology May 2013 - June 2013
Keller Depken Oil Co. August 2010 - December 2012
CONCORD EQUITY PARTNERS May 2008 - August 2008
PEOPLE'S UNITED EQUIP. FINANCE CORP May 2007 - July 2007
Skills
Microsoft Excel, Microsoft Office, Windows, Mac OS, Marketing, Sales, Customer Service, Leadership, PowerPoint
Education
Penn State University 2006 — 2012
Bachelor of Science (B.S.), Economics
Penn State University 2006 — 2012
Bachelor of Science (B.S.), Economics
Tom Cullum's KBW Experience May 2003 - May 2004
Job FIT Product Manager for Money Markets at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP April 2014 - Present
Bloomberg LP November 2012 - Present
Sandler O'Neill + Partners, L.P. April 2011 - March 2012
Banquo Credit Management August 2009 - August 2010
Banquo Credit Management LLP June 2004 - July 2009
KBW May 2003 - May 2004
Dresdner Kleinwort August 1997 - September 2002
Merrill Lynch July 1983 - August 1994
Skills
Sales, Trading, Capital Markets, Fixed Income, Asset Managment, Investments, Hedge Funds, Portfolio Management, Electronic Trading, Asset Management, Derivatives
Education
Northeastern University 1978 — 1983
BS, Marketing and Finance
Bloomberg LP April 2014 - Present
Bloomberg LP November 2012 - Present
Sandler O'Neill + Partners, L.P. April 2011 - March 2012
Banquo Credit Management August 2009 - August 2010
Banquo Credit Management LLP June 2004 - July 2009
KBW May 2003 - May 2004
Dresdner Kleinwort August 1997 - September 2002
Merrill Lynch July 1983 - August 1994
Skills
Sales, Trading, Capital Markets, Fixed Income, Asset Managment, Investments, Hedge Funds, Portfolio Management, Electronic Trading, Asset Management, Derivatives
Education
Northeastern University 1978 — 1983
BS, Marketing and Finance
James M. Harasimowicz's KBW Experience 1987 - 1996
Job Managing Director, Head of Chicago Office at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods December 2011 - Present
Long View Partners 2008 - 2011
Brownfields Capital 2006 - 2008
Merrill Lynch 2004 - 2006
Citigroup Investment Banking 1996 - 2004
Salomon Brothers 1996 - 2004
KBW 1987 - 1996
Education
Middlebury College 1983 — 1987
BA, Economics
Keefe, Bruyette & Woods December 2011 - Present
Long View Partners 2008 - 2011
Brownfields Capital 2006 - 2008
Merrill Lynch 2004 - 2006
Citigroup Investment Banking 1996 - 2004
Salomon Brothers 1996 - 2004
KBW 1987 - 1996
Education
Middlebury College 1983 — 1987
BA, Economics
Monique Moon's KBW Experience April 2011 - June 2014
Job Founder and CEO at Glam Up Style
Industry Apparel & Fashion
Experience
Glam Up Style June 2014 - Present
Stella & Dot January 2011 - Present
KBW April 2011 - June 2014
Charles Schwab July 2006 - April 2011
Bank of America October 2002 - July 2006
Skills
Project Management, Microsoft Office, Entrepreneurship, Team Building, Microsoft Excel, Financial Analysis, Loans, Customer Service, Strategic Financial..., Leadership, Financial Modeling, Retirement Planning, Financial Planning, Public Speaking, Real Estate, Social Networking
Education
University of Redlands 2007 — 2009
MBA, Finance
University of California, Riverside 2001 — 2004
BS, Business Administration
Glam Up Style June 2014 - Present
Stella & Dot January 2011 - Present
KBW April 2011 - June 2014
Charles Schwab July 2006 - April 2011
Bank of America October 2002 - July 2006
Skills
Project Management, Microsoft Office, Entrepreneurship, Team Building, Microsoft Excel, Financial Analysis, Loans, Customer Service, Strategic Financial..., Leadership, Financial Modeling, Retirement Planning, Financial Planning, Public Speaking, Real Estate, Social Networking
Education
University of Redlands 2007 — 2009
MBA, Finance
University of California, Riverside 2001 — 2004
BS, Business Administration
Richard Bayyouk's KBW Experience July 2008 - September 2010
Job Director of Finance at Orchard Platform
Industry Internet
Experience
Orchard Platform January 2015 - Present
ACE Portal December 2013 - January 2015
GrubHub Seamless July 2012 - December 2013
Citigroup September 2010 - June 2012
KBW July 2008 - September 2010
Huron Consulting Group 2007 - 2007
Skills
Financial Modeling, Mergers, Financial Analysis, Valuation, Corporate Finance, Excel, PowerPoint, Word, Private Equity, Accounting, Investment Banking, Microsoft Excel, Finance, Microsoft Word, Forecasting, Due Diligence, Business Intelligence, Financial Reporting, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Business Development, Water Survival
Education
Texas A&M University - Mays Business School 2004 — 2008
Bachelor of Business Administration, Accounting
Plano East Senior High School 2000 — 2004
Orchard Platform January 2015 - Present
ACE Portal December 2013 - January 2015
GrubHub Seamless July 2012 - December 2013
Citigroup September 2010 - June 2012
KBW July 2008 - September 2010
Huron Consulting Group 2007 - 2007
Skills
Financial Modeling, Mergers, Financial Analysis, Valuation, Corporate Finance, Excel, PowerPoint, Word, Private Equity, Accounting, Investment Banking, Microsoft Excel, Finance, Microsoft Word, Forecasting, Due Diligence, Business Intelligence, Financial Reporting, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Business Development, Water Survival
Education
Texas A&M University - Mays Business School 2004 — 2008
Bachelor of Business Administration, Accounting
Plano East Senior High School 2000 — 2004
TJ Maglia's KBW Experience 2006 - 2007
Job Relationship Manager at Portware
Industry Financial Services
Experience
Portware June 2015 - Present
Pragma Securities LLC December 2012 - April 2015
Fidessa February 2010 - November 2011
Cowen and Company September 2007 - April 2009
KBW 2006 - 2007
Skills
Optimization Algorithms, Electronic Trading, Arbitrage, Pairs Trading, FIX, Relational Databases, Risk Analytics, Series 7, Series 63, Series 55, Reporting Design, Equity Trading, SQL, Trading
Education
Northeastern University 2001 — 2006
Bachelor, Finance, Management Information Systems
Portware June 2015 - Present
Pragma Securities LLC December 2012 - April 2015
Fidessa February 2010 - November 2011
Cowen and Company September 2007 - April 2009
KBW 2006 - 2007
Skills
Optimization Algorithms, Electronic Trading, Arbitrage, Pairs Trading, FIX, Relational Databases, Risk Analytics, Series 7, Series 63, Series 55, Reporting Design, Equity Trading, SQL, Trading
Education
Northeastern University 2001 — 2006
Bachelor, Finance, Management Information Systems
Jack Balaban's KBW Experience June 2011 - August 2011
Job Underwriting Analyst at Walker & Dunlop
Industry Commercial Real Estate
Experience
Walker & Dunlop April 2013 - Present
Romney for President June 2012 - December 2012
KBW June 2011 - August 2011
Cushman and Wakefield June 2010 - August 2010
Office of the Comptroller of the Currency June 2009 - August 2010
Skills
Research, Politics, Policy Analysis, Public Speaking, Microsoft Office, Economics, PowerPoint, Public Policy, Microsoft Excel, Social Networking, Market Research
Education
Middlebury College 2008 — 2012
BA, Geography
St. Albans School 1999 — 2008
Walker & Dunlop April 2013 - Present
Romney for President June 2012 - December 2012
KBW June 2011 - August 2011
Cushman and Wakefield June 2010 - August 2010
Office of the Comptroller of the Currency June 2009 - August 2010
Skills
Research, Politics, Policy Analysis, Public Speaking, Microsoft Office, Economics, PowerPoint, Public Policy, Microsoft Excel, Social Networking, Market Research
Education
Middlebury College 2008 — 2012
BA, Geography
St. Albans School 1999 — 2008
Ryan Kealy's KBW Experience 2008 - Present
Job Director Institutional Equity Sales KBW
Industry Financial Services
Experience
KBW 2008 - Present
Citi Smith Barney January 2008 - May 2008
Deutsche Bank Securities June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Trading, Asset Managment, Financial Analysis, Securities, Portfolio Management, Equity Trading, Investments, Corporate Finance, Finance, Asset Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
The Johns Hopkins University 2004 — 2008
MS, Economics
KBW 2008 - Present
Citi Smith Barney January 2008 - May 2008
Deutsche Bank Securities June 2007 - August 2007
Skills
Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Trading, Asset Managment, Financial Analysis, Securities, Portfolio Management, Equity Trading, Investments, Corporate Finance, Finance, Asset Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
The Johns Hopkins University 2004 — 2008
MS, Economics
Matt Cheatham's KBW Experience May 2011 - August 2011
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte July 2012 - July 2014
KBW May 2011 - August 2011
EFC International January 2007 - July 2010
Skills
Financial Modeling, Data Analysis, Process Improvement, Accounting, Financial Analysis, Management Consulting, Valuation, Business Analysis, Corporate Finance, Analytics, Business Intelligence
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance, General
University of Illinois at Urbana-Champaign 2002 — 2006
BS General Engineering, Engineering
Deloitte August 2014 - Present
Deloitte July 2012 - July 2014
KBW May 2011 - August 2011
EFC International January 2007 - July 2010
Skills
Financial Modeling, Data Analysis, Process Improvement, Accounting, Financial Analysis, Management Consulting, Valuation, Business Analysis, Corporate Finance, Analytics, Business Intelligence
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance, General
University of Illinois at Urbana-Champaign 2002 — 2006
BS General Engineering, Engineering
Heather Donbrosky's KBW Experience August 2008 - October 2010
Job Executive Assistant
Industry Investment Banking
Experience
Eastdil Secured / Wells Fargo Securities October 2011 - Present
Nationwide Insurance October 2010 - October 2011
KBW August 2008 - October 2010
Wachovia April 2007 - August 2008
Bayfront Medical Center September 1996 - April 2007
W.R. Adams Company May 1995 - September 1996
W.R. Adams Company, Inc July 1994 - May 1995
The Church of Jesus Christ of Latter-day Saints January 1993 - July 1994
JC Resorts January 1991 - January 1993
Skills
Administrative..., Management, Budgets
Education
St. Petersburg College
Business Management
Eastdil Secured / Wells Fargo Securities October 2011 - Present
Nationwide Insurance October 2010 - October 2011
KBW August 2008 - October 2010
Wachovia April 2007 - August 2008
Bayfront Medical Center September 1996 - April 2007
W.R. Adams Company May 1995 - September 1996
W.R. Adams Company, Inc July 1994 - May 1995
The Church of Jesus Christ of Latter-day Saints January 1993 - July 1994
JC Resorts January 1991 - January 1993
Skills
Administrative..., Management, Budgets
Education
St. Petersburg College
Business Management
Jim Mabry's KBW Experience June 2000 - August 2015
Job Executive Vice President
Industry Banking
Experience
South State Bank August 2015 - Present
KBW June 2000 - August 2015
Wheat First Securities 1991 - 2000
KBW 1983 - 1991
First Union National Bank 1979 - 1981
Education
UNC Chapel Hill - Kenan Flager 1981 — 1983
MBA, Finance
UNC Charlotte 1975 — 1979
BA, Business Administration
South State Bank August 2015 - Present
KBW June 2000 - August 2015
Wheat First Securities 1991 - 2000
KBW 1983 - 1991
First Union National Bank 1979 - 1981
Education
UNC Chapel Hill - Kenan Flager 1981 — 1983
MBA, Finance
UNC Charlotte 1975 — 1979
BA, Business Administration
Phil Cuthbertson's KBW Experience July 2011 - December 2013
Job portfolio manager at KBW
Industry Financial Services
Experience
Endurance Financial Managers June 2014 - Present
KBW July 2011 - December 2013
KBW 2011 - December 2013
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Fixed Income, Investment Advisory, Pensions, Derivatives, Capital Markets, Alternative Investments, Hedge Funds, Equity Trading, Financial Services, Bloomberg, Equity Research, Series 7, Finance, Series 63, Banking
Education
The University of Connecticut 1978 — 1980
Master of Business Administration (MBA)
Bucknell University 1974 — 1978
BA, Economics
Endurance Financial Managers June 2014 - Present
KBW July 2011 - December 2013
KBW 2011 - December 2013
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Fixed Income, Investment Advisory, Pensions, Derivatives, Capital Markets, Alternative Investments, Hedge Funds, Equity Trading, Financial Services, Bloomberg, Equity Research, Series 7, Finance, Series 63, Banking
Education
The University of Connecticut 1978 — 1980
Master of Business Administration (MBA)
Bucknell University 1974 — 1978
BA, Economics
Lorenzo Chiappetta's KBW Experience January 2012 - January 2013
Job Assistant Vice President at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
Stifel Financial Corp. February 2013 - Present
KBW January 2012 - January 2013
KBW August 2010 - December 2011
KBW February 2009 - July 2010
KBW August 2008 - January 2009
Skills
Series 7, Series 63, Bloomberg, Trading, Fixed Income, Equity Research, Banking, Equities
Education
The University of Connecticut School of Business 2004 — 2008
BS, Finance
Stifel Financial Corp. July 2015 - Present
Stifel Financial Corp. February 2013 - Present
KBW January 2012 - January 2013
KBW August 2010 - December 2011
KBW February 2009 - July 2010
KBW August 2008 - January 2009
Skills
Series 7, Series 63, Bloomberg, Trading, Fixed Income, Equity Research, Banking, Equities
Education
The University of Connecticut School of Business 2004 — 2008
BS, Finance
Robert Dwyer's KBW Experience February 2004 - December 2005
Job Institutional Sales at ProShare Advisors, LLC
Industry Financial Services
Experience
ProShare Advisors, LLC April 2008 - Present
Neuberger Berman December 2005 - October 2006
KBW February 2004 - December 2005
Neuberger Berman March 1992 - October 2003
Education
State University of New York College at Geneseo 1984 — 1988
BA, Political Science
ProShare Advisors, LLC April 2008 - Present
Neuberger Berman December 2005 - October 2006
KBW February 2004 - December 2005
Neuberger Berman March 1992 - October 2003
Education
State University of New York College at Geneseo 1984 — 1988
BA, Political Science
Samuel Wathen's KBW Experience 2006 - Present
Job Director at KBW
Industry Investment Banking
Experience
KBW 2006 - Present
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
KBW 2006 - Present
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Shelly Eng's KBW Experience
Job Senior Adminstrator at KBW
Industry Investment Banking
Experience
KBW
Skills
Bloomberg
Education
Pace University - Lubin School of Business
BBA (Management Information Systems), Management Information Systems
KBW
Skills
Bloomberg
Education
Pace University - Lubin School of Business
BBA (Management Information Systems), Management Information Systems
Guy Woelk's KBW Experience September 1983 - September 2000
Job Financial Services Professional
Industry Financial Services
Experience
LADENBURG THALMANN, INC. May 2008 - October 2008
Punk, Ziegel & Company, LP August 2007 - May 2008
UNX February 2005 - July 2007
KBW September 1983 - September 2000
PENN BRADFORD STOCK SERVICES September 1979 - August 1983
Internal Audit. Western Bradford Trust Company November 1976 - August 1979
Deloitte, Haskins and Sells September 1974 - October 1976
Education
The University of Texas at Austin 1971 — 1974
MBA, ACCOUNTING
Princeton University 1962 — 1966
AB, English
LADENBURG THALMANN, INC. May 2008 - October 2008
Punk, Ziegel & Company, LP August 2007 - May 2008
UNX February 2005 - July 2007
KBW September 1983 - September 2000
PENN BRADFORD STOCK SERVICES September 1979 - August 1983
Internal Audit. Western Bradford Trust Company November 1976 - August 1979
Deloitte, Haskins and Sells September 1974 - October 1976
Education
The University of Texas at Austin 1971 — 1974
MBA, ACCOUNTING
Princeton University 1962 — 1966
AB, English
Bryant Dang's KBW Experience June 2014 - August 2014
Job
Industry Investment Banking
Experience
Goldman Sachs June 2015 - August 2015
KBW June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Elle Investments Inc. December 2012 - April 2013
NCR Corporation August 2012 - December 2012
Outward Bound Adventures July 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Access, Leadership, Teamwork, Team Leadership, Data Analysis, Event Planning, Due Diligence, Outlook, Tennis, Accounting, Finance, Valuation, SPSS
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration - Finance, Investment Banking Program, Senior
Goldman Sachs June 2015 - August 2015
KBW June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Elle Investments Inc. December 2012 - April 2013
NCR Corporation August 2012 - December 2012
Outward Bound Adventures July 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Access, Leadership, Teamwork, Team Leadership, Data Analysis, Event Planning, Due Diligence, Outlook, Tennis, Accounting, Finance, Valuation, SPSS
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration - Finance, Investment Banking Program, Senior
Kenia Reynoso's KBW Experience October 2006 - July 2013
Job Senior Staff Accountant
Industry Accounting
Experience
Touro College January 2014 - Present
KBW October 2006 - July 2013
Skills
Accounting, Financial Analysis, Auditing, Financial Modeling, General Ledger, IFRS, Financial Reporting, Internal Audit, Investment Banking, Microsoft Office, External Audit, US GAAP, Corporate Finance, GAAP, SEC filings
Education
Pontificia Universidad Católica Madre y Maestra 2000 — 2004
Bachelor's degree
Pontificia Universidad Católica Madre y Maestra 2000 — 2004
Bachelor of Business Administration (BBA), Accounting, 3.1
Touro College January 2014 - Present
KBW October 2006 - July 2013
Skills
Accounting, Financial Analysis, Auditing, Financial Modeling, General Ledger, IFRS, Financial Reporting, Internal Audit, Investment Banking, Microsoft Office, External Audit, US GAAP, Corporate Finance, GAAP, SEC filings
Education
Pontificia Universidad Católica Madre y Maestra 2000 — 2004
Bachelor's degree
Pontificia Universidad Católica Madre y Maestra 2000 — 2004
Bachelor of Business Administration (BBA), Accounting, 3.1
David Konrad's KBW Experience June 2002 - February 2013
Job Managing Director at Macquarie Group
Industry Capital Markets
Experience
Macquarie Group March 2013 - Present
KBW June 2002 - February 2013
BMO Harris Bank June 1992 - June 2002
Skills
Banking, Valuation, Equity Research, Equities, Investment Banking
Education
Loyola University of Chicago 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Northern Illinois University 1986 — 1987
Bachelor's degree, Accounting and Finance
Macquarie Group March 2013 - Present
KBW June 2002 - February 2013
BMO Harris Bank June 1992 - June 2002
Skills
Banking, Valuation, Equity Research, Equities, Investment Banking
Education
Loyola University of Chicago 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Northern Illinois University 1986 — 1987
Bachelor's degree, Accounting and Finance
Jay Weintraub's KBW Experience 2003 - 2012
Job
Industry Investment Banking
Experience
KBW 2003 - 2012
Merrill Lynch 1991 - 2002
Salomon Brothers 1983 - 1991
Standard & Poor's 1981 - 1983
Office of the Comptroller of the Currency 1970 - 1981
Education
State University of New York at Stony Brook 1966 — 1970
Bachelor of Arts (B.A.), Economics
KBW 2003 - 2012
Merrill Lynch 1991 - 2002
Salomon Brothers 1983 - 1991
Standard & Poor's 1981 - 1983
Office of the Comptroller of the Currency 1970 - 1981
Education
State University of New York at Stony Brook 1966 — 1970
Bachelor of Arts (B.A.), Economics
Zachary Kost's KBW Experience September 2010 - February 2014
Job at
Industry Investment Banking
Experience
RBC Capital Markets March 2014 - Present
KBW September 2010 - February 2014
Citi September 2005 - September 2010
Education
NYU 2000 — 2003
Bachelor of Arts (B.A.), Economics
RBC Capital Markets March 2014 - Present
KBW September 2010 - February 2014
Citi September 2005 - September 2010
Education
NYU 2000 — 2003
Bachelor of Arts (B.A.), Economics
Alberto De Almeida's KBW Experience June 1984 - January 2013
Job President at ADventure Business Capital, LLC
Industry Financial Services
Experience
ADventure Business Capital, LLC September 2013 - Present
KBW June 1984 - January 2013
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
University of Washington
Master of Public Administration (MPA), Public Policy Analysis
ADventure Business Capital, LLC September 2013 - Present
KBW June 1984 - January 2013
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics
University of Washington
Master of Public Administration (MPA), Public Policy Analysis
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS