Keefe, Bruyette & Woods

Industry: Investment banking company

Description

Keefe, 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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Keefe, Bruyette & Woods Employees

Employee
Years
Job
Industry
Tyra M. Lopez, CAIA Tyra M. Lopez, CAIA Greater New York City Area Details
Tyra M. Lopez, CAIA's Keefe, Bruyette & Woods Experience January 2010 - May 2010
Job
Industry Investment Management
Experience
Genworth Financial  June 2013 - Present
Morgan Stanley Smith Barney  May 2010 - September 2012
Keefe, Bruyette & Woods   January 2010 - May 2010
Moore Capital Management  November 2006 - November 2008
Banc of America Securities  December 2003 - January 2006
Dealogic  October 2001 - December 2003

Skills
CRM, Equities, Fixed Income, Portfolio Management, Asset Management, Investment Banking, Trading Systems, Financial Services, Risk Management, Capital Markets, Derivatives, Investments, Securities, Hedge Funds, Trading

Education
DePaul University   1995 — 1999
Bachelor

Michelle Joseph Michelle Joseph Boston, Massachusetts Details
Michelle Joseph's Keefe, Bruyette & Woods Experience 2012 - 2014
Job MBA Candidate at Harvard Business School
Industry Internet
Experience
AstroLabs   2014 - 2015
Keefe, Bruyette & Woods   2012 - 2014
Keefe, Bruyette & Woods   2011 - 2012
Princeton Publicity Agency   2007 - 2011
Sullivan  2010 - 2010

Education
Harvard Business School   2015 — 2017
Master of Business Administration (M.B.A.)

Princeton University
B.A.

Universidad Torcuato di Tella
Advanced Argentine Universities Program

Universidad de Buenos Aires
Advanced Argentine Universities Program

Universidad de Málaga
Study Abroad

Sam Witherspoon, CFA Sam Witherspoon, CFA Portsmouth, New Hampshire Details
Sam Witherspoon, CFA's Keefe, Bruyette & Woods Experience May 2008 - September 2008
Job Portfolio Manager at Vigilant Capital Management, LLC
Industry Financial Services
Experience
Vigilant Capital Management, LLC  June 2015 - Present
RS Investments  March 2014 - June 2015
RS Investments  January 2013 - February 2014
RS Investments  September 2011 - December 2012
Morgan Stanley Smith Barney  2010 - September 2011
Keefe, Bruyette & Woods   May 2008 - September 2008

Skills
Investments, Investment Strategies, Financial Services, Corporate Finance, Valuation, Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Investment Management, Financial Planning, Risk Management, Series 7, Series 66, Sales, Investment Advisory, ETFs, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Securities, Finance, Financial Modeling

Education
Colby College   2005 — 2009
Bachelor's, Economics, Administrative Science

James Cook University   2008 — 2008
Economics, Business

Bobby Bohlen, CFA Bobby Bohlen, CFA San Francisco, California Details
Bobby Bohlen, CFA's Keefe, Bruyette & Woods Experience 2002 - 2012
Job Managing Director at G5, Inc.
Industry Financial Services
Experience
G5, Inc.   January 2013 - Present
B. Riley & Co.   September 2012 - November 2012
Keefe, Bruyette & Woods   2002 - 2012

Skills
Financial Modeling, Equity Research Analysis, Equity Valuation, Balance Sheet Review, Alternative Investments, Equities, Trading, ETFs, Investments, Fixed Income, Options, Derivatives, Emerging Markets, Investment Banking, Capital Markets, Private Equity

Education
Dickinson College   1995 — 1999
BA

Christine (Schwalenberg) Peters Christine (Schwalenberg) Peters Cleveland/Akron, Ohio Area Details
Christine (Schwalenberg) Peters's Keefe, Bruyette & Woods Experience 2002 - 2009
Job Human Resources Consultant
Industry Human Resources
Experience
Willory   March 2015 - Present
Lenox Advisors  June 2012 - August 2012
Brooklyn Academy of Music  October 2011 - February 2012
Keefe, Bruyette & Woods   2002 - 2009
Thomson Financial  2000 - 2001

Skills
Employee Relations, Performance Management, Talent Management, Recruiting, Organizational..., Human Resources, Employee Engagement, Onboarding, Personnel Management, Policy, Management, HRIS, Employee Benefits, Applicant Tracking..., HR Policies, Succession Planning, Deferred Compensation, Administration, PeopleSoft, Vendor Management, Leadership Development

Education
New York University   2011 — 2013
Master of Science (M.S.), Human Resources Management and Development

New York University   2010 — 2010
Certificate, Arts Administration

University of Illinois at Urbana-Champaign
BS, Mathematics

Carl J. Caputo Carl J. Caputo Washington D.C. Metro Area Details
Carl J. Caputo's Keefe, Bruyette & Woods Experience June 2013 - August 2013
Job Research Analyst at JLL
Industry Real Estate
Experience
JLL  January 2014 - Present
Keefe, Bruyette & Woods   June 2013 - August 2013
PricewaterhouseCoopers LLP  June 2012 - August 2012
CA Technologies  May 2011 - August 2011
Motorola Solutions  May 2010 - August 2010

Education
Middlebury College   2009 — 2013
Bachelor of Arts, Economics

The University of New South Wales   2012 — 2012

Chaminade High School   2005 — 2009

Kevin Miraval Kevin Miraval New York, New York Details
Kevin Miraval's Keefe, Bruyette & Woods Experience September 2010 - June 2012
Job IT Advisory Senior at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  July 2012 - Present
Keefe, Bruyette & Woods   September 2010 - June 2012
State Farm Insurance  June 2007 - August 2009

Skills
Valuation, Risk Management, Management, Internal Controls, Financial Risk, COSO, Financial Reporting, Enterprise Risk..., Financial Analysis, Investment Banking, Securities, Corporate Finance, Capital Markets, Finance, Investments, Bloomberg, Financial Accounting, Risk Assessment, Insurance, Operational Risk..., Information Technology, Access, Business Process..., Asset Management, Due Diligence, Banking, Fixed Income, Equities, COBIT, Strategic Financial..., Financial Services

Education
Hofstra University   2010 — 2012
MBA, Information Technology

Loyola University Maryland   2006 — 2010
BBA, Accounting

Alexander Fanshel Alexander Fanshel New York, New York Details
Alexander Fanshel's Keefe, Bruyette & Woods Experience June 2007 - September 2007
Job Business Development at Move Loot
Industry Marketing and Advertising
Experience
Move Loot, Inc.   June 2015 - Present
Tablelist  December 2014 - April 2015
kbs+ Ventures   June 2014 - November 2014
Kirshenbaum Bond Senecal + Partners  July 2013 - November 2014
Millward Brown Optimor  January 2012 - July 2013
DateFree.ly   June 2011 - May 2013
Appular   March 2011 - August 2011
Constellation Investment Consulting   August 2009 - February 2010
Keefe, Bruyette & Woods   June 2007 - September 2007

Skills
Valuation, Alternative Investments, Financial Analysis, Marketing, Marketing Research, Marketing Strategy, Strategy, Market Research, Start-ups, Integrated Marketing, Competitive Analysis, New Business Development, Analytics, Digital Marketing, Entrepreneurship, Finance, Leadership, Financial Modeling, Data Analysis, Mergers & Acquisitions, Microsoft Office, Business Strategy

Education
London School of Economics and Political Science   2007 — 2008
Senior Year of BSc, Accounting and Finance

Clemson University   2004 — 2008
Honors BSc, Corporate Finance

Seth Kurland Seth Kurland Livingston, New Jersey Details
Seth Kurland's Keefe, Bruyette & Woods Experience 2003 - February 2013
Job Managing Director at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp.  February 2013 - Present
Keefe, Bruyette & Woods   2003 - February 2013
Prudential Financial  1997 - 2003

Skills
Fixed Income, Series 63, Bonds, Structured Products, High Yield, Financial Markets, Credit, ABS, Alternative Investments, Asset Management, Capital Markets, Corporate Finance, Derivatives, Emerging Markets, Equities, Equity Research, Equity Trading, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Securities, Securitization, Structured Finance, Trading, Valuation, Chartered Financial..., Financial Structuring, Bloomberg Terminal, Credit Analysis, Fixed Income Analysis, Series 7, CDO, Financial Institutions, CDS, Capital Structure, Credit Risk, Bloomberg

Education
New York University, Stern School of Business   1991 — 1995
MBA, Finance

Lafayette College   1985 — 1989
A.B. with Honors, Economics & Business

Harita Reddy Harita Reddy Greater Los Angeles Area Details
Harita Reddy's Keefe, Bruyette & Woods Experience June 2007 - August 2007
Job Department Administrator at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  March 2015 - Present
Kaiser Permanente  July 2012 - March 2015
Kaiser Permanente  November 2009 - September 2012
Kaiser Permanente  October 2008 - October 2009
Kaiser Permanente  June 2008 - September 2008
Keefe, Bruyette & Woods   June 2007 - August 2007
MetLife  May 2006 - August 2006

Skills
Healthcare Management, Performance Improvement, Patient Satisfaction, Data Analysis, Staff Training and..., Hospitals, Ophthalmology, Process Improvement, Management, Cross-functional Team..., Managed Care, Strategic Planning, Team Building, Healthcare, Public Health, HIPAA, Healthcare Consulting, Nursing, Inpatient, Training, EMR

Education
University of California, Los Angeles - School of Public Health   2010 — 2012
Master of Public Health (MPH), Healthcare Mangement and Policy

Wharton School, University of Pennsylvania   2004 — 2008
Bachelor of Science, Economics; Finance

Hong Kong University of Science and Technology - School of Business and Management   2007 — 2007

Trip Wray Trip Wray New York, New York Details
Trip Wray's Keefe, Bruyette & Woods Experience July 2011 - April 2014
Job Associate, Investment Banking at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2014 - Present
Keefe, Bruyette & Woods   July 2011 - April 2014

Education
Amherst College   2007 — 2011
Bachelor of Arts, History & Environmental Studies

Noble & Greenough School   2001 — 2007

Christopher Lloyd Christopher Lloyd Greater New York City Area Details
Christopher Lloyd's Keefe, Bruyette & Woods Experience August 2009 - December 2010
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  August 2015 - Present
Hedge Fund  December 2014 - February 2015
BNP Paribas  February 2014 - December 2014
Lazard  February 2012 - January 2014
Keefe, Bruyette & Woods   August 2009 - December 2010
Fox-Pitt, Kelton  June 2009 - July 2009
Keefe, Bruyette & Woods   May 2008 - August 2008
UBS Wealth Management  May 2005 - June 2005

Skills
Research, Excel, Bloomberg, PowerPoint, Equities, Financial Modeling, Equity Research, Series 7, Economics, Financial Analysis, Factset, SPSS, Banking, Equity Valuation, Bloomberg Terminal, Quantitative Analysis, Series 63, FIG, Structured Products, ETFs, Microsoft Excel, Financial Services, Asset Allocation, FINRA, Alternative Investments, Securities, Investment Strategies, Options, Asset Management, Capital Markets, Financial Institutions, Valuation, Corporate Finance

Education
Hamilton College   2005 — 2009
Economics

Moorestown Friends School   1992 — 2005
HS Diploma

Jonathan Matson Jonathan Matson Greater New York City Area Details
Jonathan Matson's Keefe, Bruyette & Woods Experience August 2009 - November 2011
Job Senior Business Development Manager Real Estate Americas at Aberdeen Asset Management
Industry Real Estate
Experience
Aberdeen Asset Managemet   April 2012 - Present
Keefe, Bruyette & Woods   August 2009 - November 2011
Citi Property Investors  March 2002 - August 2009
AIG Global Investment Group  August 1999 - February 2002
The Citibank Private Bank  November 1996 - August 1999
Cushman & Wakefield  July 1992 - October 1996

Skills
Investor Relations, Private Placements, Fund Of Funds, Alternative Investments, Capital Raising, Real Estate, Funding, Equities, Securities, Real Estate Private..., Joint Ventures, Capital, Asset Management, Private Equity, Commercial Real Estate

Education
Florida State University
Bachelor of Science, Double major: Finance and Real Estate

New York University
Master of Science, Double Major: Real Estate Investments and Development

Chris Grosse Chris Grosse New York, New York Details
Chris Grosse's Keefe, Bruyette & Woods Experience July 2010 - April 2013
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  June 2013 - Present
Keefe, Bruyette & Woods   July 2010 - April 2013
UBS Wealth Management  September 2009 - December 2009
York Street Capital Partners   August 2009 - August 2009
Related  May 2009 - July 2009

Skills
Valuation, Investment Banking, Financial Modeling, Capital Markets, Equities, Bloomberg, Financial Analysis, Investments, Due Diligence, Fixed Income, Corporate Finance, Mergers & Acquisitions, Private Equity, Economics

Education
Trinity College-Hartford   2006 — 2010
B.A., Economics

Deerfield Academy   2003 — 2006

Eaglebook

Thomas E. Vieira Thomas E. Vieira Greater San Diego Area Details
Thomas E. Vieira's Keefe, Bruyette & Woods Experience 2002 - 2003
Job
Industry Financial Services
Experience
Lincoln Financial Advisors  2004 - Present
Keefe, Bruyette & Woods   2002 - 2003
Fidelity Investments  1993 - 2002
Jesuit International Volunteer   1991 - 1992

Skills
Investments, Wealth, Financial Services, Retirement Planning, Securities, Investment Strategies, Mutual Funds, Financial Planning, Series 7, Equities, Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Financial Analysis

Education
Boston College   1987 — 1991
Bachelor of Arts (B.A.), Economics

St. Joseph's Preparatory School   1983 — 1987

Matt Rohrmann, CAIA Matt Rohrmann, CAIA Greater New York City Area Details
Matt Rohrmann, CAIA's Keefe, Bruyette & Woods Experience April 2005 - February 2013
Job Willis Investor Relations
Industry Financial Services
Experience
Willis  June 2015 - Present
Nomura Securities  March 2013 - June 2015
Keefe, Bruyette & Woods   April 2005 - February 2013
inCode Wireless (Deloitte / Verisign)   August 2003 - April 2005
Hovde Financial  August 2001 - August 2003

Skills
Valuation, Financial Modeling, Equity Research, Equities, Investments, Investment Banking, Private Equity, Capital Markets, Equity Valuation, Hedge Funds, Business Strategy, Fixed Income, Alternative Investments, Emerging Markets, Finance, Property & Casualty..., Mergers & Acquisitions, Due Diligence, Investor Relations, Bloomberg, Fund Of Funds, Insurance, Series 63, Mutual Funds, Series 7, Options, DCF, Asset Management, Portfolio Management, Investment Management, Corporate Finance, Strategy, Equity Capital Markets, Asset Allocation, Venture Capital, Sell Side, Trading Strategies, Value Investing, Investment Strategies, Economics, Financial Analysis, Corporate Development, Buy-side, Financial Markets, Equity Trading, Real Estate, Real Estate Economics, Real Estate Investor, Real Estate Transactions, Trading

Education
Butler University   1999 — 2001
B.S., Applied Economics

Nazareth College of Rochester   1997 — 1999

Vincent Marchewka Vincent Marchewka Greater New York City Area Details
Vincent Marchewka's Keefe, Bruyette & Woods Experience July 2002 - January 2005
Job Executive Director at BBVA Securities, Inc. Head of US Credit Sales
Industry Capital Markets
Experience
BBVA Securities, Inc.   June 2013 - Present
Mizuho Securities USA LLC   October 2007 - June 2013
Morgan Keegan and Co   2005 - 2007
Keefe, Bruyette & Woods   July 2002 - January 2005
Banca IMI  September 2000 - July 2002
SG Securities  July 1998 - February 2000
Barclays Capital  1991 - 1998
Deutsche Bank Securities  November 1988 - January 1991
Lehman Brothers  November 1982 - November 1988
Amax Inc  1977 - 1982

Skills
Fixed Income, Securities, Trading, Financial Markets, Banking, Capital Markets, Hedge Funds, Equities, Derivatives, Bonds, Bloomberg, Series 7, Alternative Investments, Investment Banking, Electronic Trading, Structured Products, Series 63, Portfolio Management, Credit, Credit Derivatives

Education
Columbia College   1970 — 1974
BA, Economics, International Studies, Political Science, History

New York University
Post baccalaureate, International Finance

Sam Graziano Sam Graziano New York, New York Details
Sam Graziano's Keefe, Bruyette & Woods Experience July 2001 - June 2007
Job Chief Executive Officer, Fundation
Industry Financial Services
Experience
Fundation Group LLC  September 2011 - Present
MyCrew Mobile   February 2013 - February 2013
Centerview Partners  June 2007 - September 2011
Keefe, Bruyette & Woods   July 2001 - June 2007
KBW Capital Partners   2006 - 2007

Skills
Investment Banking, Private Equity, Venture Capital, Valuation, Financial Services, Mergers & Acquisitions, Loans, Investments, Business Strategy, New Business Development, Strategic Planning, Negotiation, Credit, Start-ups, Entrepreneurship, Corporate Finance, Finance, Credit Risk

Education
Bucknell University   1997 — 2001
B.S., Computer Science, Engineering

Catherine Ortiz Catherine Ortiz Greater New York City Area Details
Catherine Ortiz's Keefe, Bruyette & Woods Experience July 2007 - November 2012
Job Manager, President's Office at National Urban League
Industry Telecommunications
Experience
National Urban League  February 2015 - Present
Angel Americas LLC   November 2013 - September 2014
RAIN, Inc.   October 2012 - July 2013
Keefe, Bruyette & Woods   July 2007 - November 2012

Skills
Equities, Investment Banking, Bloomberg, Administrative..., MS Office Suite, Visio,..., Fluent in English and..., Securities, Capital Markets, Data Analysis, Analysis, Spanish, Financial Risk, Series 7, Hedge Funds, Series 63, Accounting, Asset Management, Fixed Income, Risk Management, Due Diligence, Bloomberg Terminal, Back Office, Investments, Lotus Notes

Education
John Jay College of Criminal Justice   1989 — 1993
Bachelor of Arts (B.A.), Deviant Behavior

Aaron Ammar Aaron Ammar Hartford, Connecticut Details
Aaron Ammar's Keefe, Bruyette & Woods Experience June 2008 - August 2008
Job Head of Risk Aggregation & Analytics at XL Catlin
Industry Insurance
Experience
AlwaysSmilin   July 2014 - Present
XL Catlin  September 2011 - Present
SPA Properties, LLC   March 2010 - Present
Travelers  July 2009 - September 2011
Keefe, Bruyette & Woods   June 2008 - August 2008
Ultimate Pressure Washing   May 2002 - August 2007

Skills
Property & Casualty..., Risk Management, Commercial Insurance, Workers Compensation, Casualty, Property, Auto, Commercial Lines, Liability, General Insurance, Sales, Fixed Income, Investments, Insurance, Underwriting, Bloomberg, Professional Liability, Financial Risk, Real Estate, Management, Analysis, Legal Liability, D&O, Umbrella Insurance, Employment Practices..., Reinsurance, Claims Management, Inland Marine

Education
Appalachian State University   2005 — 2009
Bachelor's degree, Finance and Banking & Risk Management and Insurance

Tyler S. Rosenlicht Tyler S. Rosenlicht New York, New York Details
Tyler S. Rosenlicht's Keefe, Bruyette & Woods Experience July 2008 - July 2010
Job Portfolio Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers  July 2012 - Present
Cohen & Steers  May 2011 - August 2011
Keefe, Bruyette & Woods   July 2008 - July 2010
Wachovia Securities, LLC  June 2007 - July 2008

Skills
Investment Banking, Real Estate Investment, Financial Modeling, Valuation, Mergers, Investment Properties, Financial Analysis, Venture Capital, Equities, Mergers & Acquisitions, Due Diligence, Alternative Investments, Bloomberg, Private Equity, Investments, Asset Management

Education
Georgetown University - The McDonough School of Business   2010 — 2012
MBA

Georgetown University - Walsh School of Foreign Service   2010 — 2012
Honors Certificate in International Business Diplomacy

University of Richmond   2003 — 2007
BA, Economics, Political Science

Charles University in Prague   2005 — 2005

The Loomis Chaffee School   1999 — 2003

Diana Cajas Diana Cajas Greater New York City Area Details
Diana Cajas's Keefe, Bruyette & Woods Experience August 2010 - December 2010
Job Freelance Consultant
Industry Professional Training & Coaching
Experience
International Interpreters   February 2014 - August 2014
ELT Institute, Hunter College   October 2013 - April 2014
ThomasNet  March 2011 - September 2013
Keefe, Bruyette & Woods   August 2010 - December 2010
ALLSector Technology Group  February 2008 - November 2009
ALLSector Technology Group  May 2006 - February 2008
Mission Critical Enterprises   December 2005 - May 2006

Skills
System Administration, Project Management, SDLC, Software Documentation, Visio, Software Development, Testing, Active Directory, CRM, SaaS, Customer Service, Project Coordination, Data Center, Business Analysis, Quality Assurance, Windows, Technical Support, Vendor Management, SharePoint, Training, Management, SQL, Requirements Gathering, Software Project...

Education
City University of New York-Hunter College   2013 — 2014
Certificate of TESOL, Teaching English as a Second or Foreign Language/ESL Language Instructor

City University of New York-Hunter College   2013 — 2014
Certificate in TESOL, Teaching English as a Second or Foreign Language/ESL Language Instructor

Saint John's University   1997 — 2001
Bachelor of Science, Computer Science

Andrew Del Medico, CFA Andrew Del Medico, CFA Greater New York City Area Details
Andrew Del Medico, CFA's Keefe, Bruyette & Woods Experience February 2010 - May 2013
Job Research Analyst at Autonomous Research LLP
Industry Financial Services
Experience
Autonomous Research LLP  June 2013 - Present
Keefe, Bruyette & Woods   February 2010 - May 2013
Discovery Capital Management  June 2006 - August 2008

Skills
Bloomberg, Valuation, Equity Research, Series 7

Education
Lehigh University   2005 — 2009
B.S., Finance/Accounting Dual Degree and Engineering Minor

Fairfield Prep   2001 — 2005
H.S.

Paul Cacace Paul Cacace Greater New York City Area Details
Paul Cacace's Keefe, Bruyette & Woods Experience September 2005 - November 2014
Job AVP IT Operations at MITSUBISHI UFJ TRUST AND BANKING CORPORATION
Industry Information Technology and Services
Experience
MITSUBISHI UFJ TRUST AND BANKING CORPORATION  November 2014 - Present
Keefe, Bruyette & Woods   September 2005 - November 2014
KBW  September 2005 - December 2013
KBW  September 2005 - November 2013
EMI Music  June 2004 - September 2005
SAC SolAmeriCon SolAfriCon SolAfriCon   2004 - 2005
Societe Generale  October 1997 - October 2003

Skills
IT Service Management, ITIL Process..., V3 Foundation, ITIL Service Strategy, Service Desk Management, Enterprise IT..., CMDB, Master Data Management, Service Desk, Help Desk Support, Desktop Environment, Remote Desktop, Desktop Computers, Desktop Administration, Virtualization, VMware, VMware ESX, VMware Infrastructure, Hyper-V, Wireless Networking, Network Administration, Business Networking, Windows Server, Service Delivery, Service Management, IT Strategy, Security, Technical Support, IT Management, Cisco Technologies, Microsoft Exchange, Data Center, Citrix, Disaster Recovery, Active Directory, ITIL, Investment Banking, IT Infrastructure..., Vendor Management

Education
Georgian Court College   2011 — 2012
MBA, Finance, Business

University of Phoenix   2005 — 2009
BS, Information Technology

Pace University   1986 — 1989
Business Administration

Michael Sumbs Michael Sumbs Raleigh-Durham, North Carolina Area Details
Michael Sumbs's Keefe, Bruyette & Woods Experience July 2008 - May 2012
Job Investment Banking Associate at Macquarie Group
Industry Banking
Experience
Macquarie Group  October 2015 - Present
Fuqua School of Business  July 2014 - Present
Yadkin Bank  July 2012 - October 2015
Keefe, Bruyette & Woods   July 2008 - May 2012

Skills
Due Diligence, Investment Banking, Valuation, Strategy, Financial Modeling, Portfolio Management, Corporate Development, Financial Analysis, Mergers & Acquisitions, Investments, Corporate Finance

Education
Duke University - The Fuqua School of Business   2014 — 2015

University of Richmond   2004 — 2008

Theresa Jenulis Theresa Jenulis Malverne, New York Details
Theresa Jenulis's Keefe, Bruyette & Woods Experience December 2001 - September 2011
Job RN, BSN
Industry Health, Wellness and Fitness
Experience
North Shore-LIJ Health System  July 2015 - Present
Adelphi University  January 2013 - May 2015
Keefe, Bruyette & Woods   December 2001 - September 2011
Bear Stearns  October 1999 - October 2001
Gruntal & Co  1994 - 1999

Skills
AU 9th Annual..., AU 9th Annual..., Deans list Nassau..., Dean's list Adelphi..., Community Service in..., Fall 2014-GPA 4.0

Education
Adelphi University   2013 — 2015
BS Nursing, Registered Nursing/Registered Nurse, GPA 3.72

Nassau Community College   2012 — 2012
Undergrad, Nursing, GPA 4.0

State University of New York College at Oneonta   1989 — 1992
BS, Dietetics

Meghan Ruppenstein Meghan Ruppenstein Greater New York City Area Details
Meghan Ruppenstein's Keefe, Bruyette & Woods Experience October 2009 - Present
Job Assistant Vice President, Capital Markets at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods   October 2009 - Present
KBW Asset Management, Inc.   June 2004 - October 2009
Bloomberg LP  June 2001 - June 2004

Skills
Series 7, Series 79, Series 63 Licenses, Capital Markets, Series 63, Mutual Funds, Hedge Funds, Private Equity, Bloomberg, Equities, Financial Markets, Investment Banking, Bloomberg Terminal, Securities, Valuation, Investor Relations, Financial Services, FINRA

Education
Gettysburg College   1997 — 2001
B.A., French

Institute for American Universities - Avignon, France   1999 — 2000
Study Abroad Program with a focus on French Language, Art History, and Culture

Johnathan Agrelius Johnathan Agrelius Greater New York City Area Details
Johnathan Agrelius's Keefe, Bruyette & Woods Experience October 2010 - August 2011
Job Licensed Associate Real Estate Broker with Town Residential
Industry Real Estate
Experience
Town Residential  August 2011 - Present
Actors Fund Housing Development Corporation   January 2011 - August 2011
Keefe, Bruyette & Woods   October 2010 - August 2011
Chick-fil-A  May 1994 - June 2008
English Language Institute/China  2001 - 2008
Agrelius, Inc.   2007 - 2007

Skills
Customer Service, Leadership, Market Analysis, Project Management, Program Management, Real Estate, Real Estate Development, Real Estate Transactions, Training, Sales, Investment Properties, Asset Management, Marketing, Real Estate Economics, Fundraising, Nonprofits

Education
Columbia University - Graduate School of Architecture, Planning and Preservation   2008 — 2010
Master of Science, Real Estate Development

Augusta State University   1996 — 2001
Bachelor of Arts, Communication

Margaret Carey Margaret Carey New York, New York Details
Margaret Carey's Keefe, Bruyette & Woods Experience August 1981 - August 1985
Job SVP Wealth Management & Financial Advisor The Carey Group UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  August 2004 - Present
Merrill Lynch  February 1992 - August 2004
Dean Witter  August 1985 - January 1991
Keefe, Bruyette & Woods   August 1981 - August 1985

Skills
Series 7, Series 63, Life, Accident & Health...

Education
Columbia University - Columbia Business School   1978 — 1980
Finance

Ravi Tarekere, CFA, CPA, FRM Ravi Tarekere, CFA, CPA, FRM San Francisco Bay Area Details
Ravi Tarekere, CFA, CPA, FRM's Keefe, Bruyette & Woods Experience May 2004 - February 2006
Job Mortgage Finance Specialist at Cal Coast Financial
Industry Financial Services
Experience
Cal Coast Financial  2010 - Present
Clean Tech Open (CTO)   February 2009 - December 2010
Various Positions  October 2007 - June 2010
Cornish & Carey Capital   February 2007 - September 2007
Forxone Capital   October 2005 - December 2006
Keefe, Bruyette & Woods   May 2004 - February 2006
Standish Mellon Asset Management  August 2002 - April 2004
Charles Schwab  January 2002 - July 2002
Deloitte  January 2001 - November 2001

Education
California Polytechnic State University-San Luis Obispo   1996 — 2000
Business Administration, Concentration: Accounting

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Financial Risk Manager (FRM)

Janet Demirjian Janet Demirjian Greater New York City Area Details
Janet Demirjian's Keefe, Bruyette & Woods Experience July 2011 - July 2013
Job Administrative Assistant at GOLDMAN SACHS
Industry Consumer Services
Experience
GOLDMAN SACHS  March 2014 - Present
MORGAN STANLEY  July 2013 - March 2014
KEEFE, BRUYETTE & WOODS   July 2011 - July 2013
LAW OFFICE OF STEPHEN B. KAUFMAN, BRONX, NY   March 2010 - July 2011
HSBC BANK  July 2006 - March 2008
First Republic Bank  September 2003 - June 2006
BANK OF NEW YORK  January 1997 - January 2003

Skills
Finance, Management, Credit, Financial Modeling, Valuation

Education
Fordham University
Bachelor of Arts, Economics

City College New

Jeff Gwizdala Jeff Gwizdala Greater Chicago Area Details
Jeff Gwizdala's Keefe, Bruyette & Woods Experience July 2010 - September 2012
Job Associate at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P.   March 2013 - Present
River Branch Capital   September 2012 - March 2013
Keefe, Bruyette & Woods   July 2010 - September 2012
Donnelly Penman & Partners  June 2009 - August 2009

Skills
Financial Modeling

Education
Northwood University   2006 — 2010
BBA, Finance and Accounting

Sabra Purtill Sabra Purtill Greater New York City Area Details
Sabra Purtill's Keefe, Bruyette & Woods Experience 2000 - 2001
Job Senior Vice President, Investor Relations at The Hartford
Industry Insurance
Experience
The Hartford  June 2011 - Present
Assured Guaranty  February 2004 - June 2011
Assured Guaranty Ltd.   February 2004 - July 2009
ACE Limited  May 2002 - February 2004
ABN AMRO  2001 - 2002
Keefe, Bruyette & Woods   2000 - 2001
Merrill Lynch  1993 - 1996
Standard & Poor's   1992 - 1993
The Chase Manhattan Bank  1987 - 1992

Skills
Investor Relations, Media Relations, Capital Markets, Corporate Communications, Strategic Communications, Corporate Finance, Alternative Investments, Financial Analysis, Financial Modeling, Valuation, Internal Communications, Investments

Education
Georgetown University   1985 — 1987
M.A., School of Foreign Service: International Business Diplomacy & Arab Studies

University of Virginia   1980 — 1984
B.A., Government & Foreign Affairs

Regan Beegle Regan Beegle Orange County, California Area Details
Regan Beegle's Keefe, Bruyette & Woods Experience June 2007 - September 2010
Job Real Estate Broker
Industry Real Estate
Experience
Hanold Properties   January 2011 - Present
Keefe, Bruyette & Woods   June 2007 - September 2010

Education
Concordia University-Irvine   2002 — 2004
Bachelor of Arts (BA), Business

Orange Coast College   2000 — 2002
Associate's degree, Business

Brett Shirreffs Brett Shirreffs New York, New York Details
Brett Shirreffs's Keefe, Bruyette & Woods Experience April 2015 - Present
Job Vice President, Investment Banking
Industry Financial Services
Experience
Keefe, Bruyette & Woods   April 2015 - Present
Keefe, Bruyette & Woods   February 2013 - April 2015
Keefe, Bruyette & Woods   November 2008 - January 2013
Lehman Brothers  2007 - 2008

Skills
Valuation, Financial Modeling

Education
Middlebury College   2003 — 2007
Bachelor of Arts, Economics

Jacob Munoz Jacob Munoz Greater Chicago Area Details
Jacob Munoz's Keefe, Bruyette & Woods Experience July 2010 - November 2011
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  August 2014 - Present
Goldman Sachs  August 2012 - August 2014
Houlihan Lokey  February 2012 - August 2012
Keefe, Bruyette & Woods   July 2010 - November 2011
Morningstar  May 2008 - April 2010

Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Bloomberg, Business Valuation, Finance, Due Diligence, Financial Markets, IPO, Investment Banking, Investments, Mergers

Education
Loyola University Chicago   2006 — 2010
BBA, Finance & Economics

Chris Fetchet Chris Fetchet Greater New York City Area Details
Chris Fetchet's Keefe, Bruyette & Woods Experience June 2009 - August 2009
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  April 2015 - Present
Maxim Group  July 2012 - August 2014
CRT Capital Group  February 2012 - August 2012
Sterne Agee  July 2011 - August 2011
Keefe, Bruyette & Woods   June 2009 - August 2009
CB Richard Ellis  June 2008 - August 2008

Skills
Series 7, Series 63, Financial Services, Finance, Institutional, Fixed Income, Equities, Bloomberg, Hedge Funds

Education
Bucknell University   2007 — 2011
Bachelor of Arts, Economics

Chris Mihok Chris Mihok Richmond, Virginia Details
Chris Mihok's Keefe, Bruyette & Woods Experience February 2013 - Present
Job Investment Banking Associate at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods   February 2013 - Present
Keefe, Bruyette & Woods   July 2010 - February 2013
Vanguard  May 2009 - August 2009
Valley Forge Financial Group  June 2008 - August 2008

Education
University of Richmond   2006 — 2010
Bachelor of Science in Business Administration, Finance and Accounting

Charles University in Prague   2008 — 2008
Economics

Conestoga High School

Bryan Bullett Bryan Bullett Greater New York City Area Details
Bryan Bullett's Keefe, Bruyette & Woods Experience 2011 - 2012
Job Investment Banker at FBR
Industry Investment Banking
Experience
FBR Capital Markets & Co.   2012 - Present
Keefe, Bruyette & Woods   2011 - 2012
Bank of America Merrill Lynch  2006 - 2010
Deutsche Bank  2004 - 2006
Greenhill SAVP   2003 - 2003

Skills
Investment Banking, Capital Markets, Real Estate Private..., Real Estate Investment, Real Estate Finance, M&A (Mergers &..., Strategic Advisory, REITs, Lodging, Specialty Finance, Leveraged Finance, Financial Modeling, Entrepreneurship, Start-up Ventures, Venture Capital, Financial Structuring, Real Estate Economics, Due Diligence, Finance, Private Equity, Investment Properties, Strategy, Corporate Finance, Valuation

Education
Columbia University - Columbia Business School   2002 — 2004
MBA, Finance

Brown University   1990 — 1994
BA, Semiotics

Jackie Klatsky Jackie Klatsky Greater New York City Area Details
Jackie Klatsky's Keefe, Bruyette & Woods Experience February 2010 - Present
Job Vice President Equity Sales Trading at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods   February 2010 - Present

Skills
Bloomberg, Financial Services, Investment Banking, Series 4, Series 7, Series 55, Series 63, Equity Trading, Fixed Income, Hedge Funds, Trading, Equities, Securities, Capital Markets, Alternative Investments, Electronic Trading

Education
Columbia University in the City of New York   2005 — 2009
BA, Economics

Faye (Faye Elliott) Elliott Thorlacius Faye (Faye Elliott) Elliott Thorlacius Washington D.C. Metro Area Details
Faye (Faye Elliott) Elliott Thorlacius's Keefe, Bruyette & Woods Experience February 2002 - June 2004
Job Project Consultant, Equity Research (all sectors)
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2007 - July 2011
Lehman Brothers  June 2004 - September 2005
Keefe, Bruyette & Woods   February 2002 - June 2004
Morgan Stanley  March 2001 - February 2002
WR Hambrecht + Co  March 2000 - March 2001
Goldman Sachs  July 1999 - March 2000

Skills
Equity Research, Hedge Funds, Investment Banking, Investment Research, Valuation, Financial Modeling, Equity Valuation, Securities, Equities, Bloomberg, Financial Services, Investments, Financial Analysis

Education
Columbia University - Columbia Business School   1998 — 1999
MBA, Finance

Vanderbilt University   1988 — 1992
BA, History

Annie Dean Annie Dean Greater New York City Area Details
Annie Dean's Keefe, Bruyette & Woods Experience 2011 - 2013
Job Associate at Korn Ferry
Industry Financial Services
Experience
Korn Ferry  2015 - Present
CTPartners  2013 - 2015
Keefe, Bruyette & Woods   2011 - 2013
Pegasus Capital  May 2010 - August 2010

Skills
Financial Modeling, PowerPoint, Financial Analysis, Finance, Management, Research, Valuation, Bloomberg, Microsoft Word, Leadership

Education
Bucknell University   2007 — 2011
Business Management

Neil Guha Neil Guha New York, New York Details
Neil Guha's Keefe, Bruyette & Woods Experience December 2008 - June 2011
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  August 2013 - Present
Training The Street  July 2013 - August 2013
University of North Carolina at Chapel Hill  July 2011 - May 2013
Morgan Stanley  June 2012 - August 2012
Keefe, Bruyette & Woods   December 2008 - June 2011
Keefe, Bruyette & Woods   June 2007 - December 2008
Barclays Capital  July 2006 - June 2007
Barclays Capital  June 2005 - August 2005

Skills
Debt Capital Markets, Equity Capital Markets, Investment Banking, Syndicate, High Yield, Private Placements, FIG, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, IPO, Alternative Investments, Derivatives, Finance, Investments, Trading, Options, Emerging Markets, Banking, Financial Structuring, Credit, Financial Institutions

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate

IESE Business School - University of Navarra   2012 — 2013
Master of Business Administration (MBA), MBA Exchange

University of Virginia   2002 — 2006
B.S., Systems Engineering, Economics

Brian Heller Brian Heller Greater New York City Area Details
Brian Heller's Keefe, Bruyette & Woods Experience November 2006 - Present
Job Managing Director & Associate General Counsel, Chief Counsel of Investment Banking at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods   November 2006 - Present
Mayer Brown LLP  September 2002 - November 2006
Dewey Ballantine LLP  October 1998 - August 2002

Education
Vanderbilt Law School   1995 — 1998
JD

Duke University   1991 — 1995
AB, English and Political Science

Eric J. Kim Eric J. Kim Orange County, California Area Details
Eric J. Kim's Keefe, Bruyette & Woods Experience 2008 - 2012
Job Senior Vice President at True Investments, LLC
Industry Real Estate
Experience
True Investments LLC  2015 - Present
Zelman & Associates  2013 - 2015
Keefe, Bruyette & Woods   2008 - 2012
Lehman Brothers  2007 - 2008
UBS Investment Bank  2006 - 2007
Merrill Lynch Investment Managers  2001 - 2004

Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements

Education
Cornell University - Johnson Graduate School of Management   2004 — 2006
MBA

University of California, Irvine   1998 — 2000
BA

Anthony Erickson, CFA Anthony Erickson, CFA Greater Los Angeles Area Details
Anthony Erickson, CFA's Keefe, Bruyette & Woods Experience June 2006 - August 2006
Job Reporting & Data Integrity Manager, Vice President
Industry Banking
Experience
MUFG Americas  November 2008 - Present
Mechanics Bank  May 2007 - November 2008
The Mechanics Bank  July 2006 - May 2007
Keefe, Bruyette & Woods   June 2006 - August 2006
Hutchison 3G  January 2004 - June 2004
Hutchison 3G  July 2002 - January 2004
Whittard of Chelsea   June 2001 - May 2002
Emap  August 2000 - June 2001
British Institutes  December 1998 - May 2000

Skills
Business Intelligence, Financial Modeling, Financial Reporting, Banking, Business Analysis, Finance, Investment Banking, Portfolio Management, Risk Management, Financial Analysis

Education
The University of Texas at Austin - The Red McCombs School of Business   2004 — 2006
MBA, Concentration in Finance

HEC Paris   2005 — 2005
MBA, Business

UCLA   1994 — 1998
BA, English

Chapman Family Center

Christina Host-Steen Christina Host-Steen Denver, Colorado Details
Christina Host-Steen's Keefe, Bruyette & Woods Experience August 2005 - August 2007
Job Investment Analyst Monticello Associates
Industry Investment Banking
Experience
Monticello Associates  July 2007 - Present
Keefe, Bruyette & Woods   August 2005 - August 2007
Dreyfus  April 2003 - May 2005
Deutsche Bank  October 1998 - September 2000
Och-Ziff Capital Management  September 1996 - September 1998

Skills
Hedge Funds, Investments, Equities, Asset Management, Financial Modeling, Capital Markets, Portfolio Management, Fixed Income, Trading, Alternative Investments, Asset Allocation, Consulting, Bloomberg, Equity Research

Education
Hobart and William Smith Colleges   1992 — 1996
Bachelor's degree, English Language and Literature, General

Greens Farms Academy   1982 — 1992

Breanne Novero, CPA Breanne Novero, CPA Chicago, Illinois Details
Breanne Novero, CPA's Keefe, Bruyette & Woods Experience September 2007 - August 2009
Job Assurance Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young  September 2009 - Present
Keefe, Bruyette & Woods   September 2007 - August 2009
New York Yankees  March 2007 - May 2009
Shearman and Sterling  October 2008 - December 2008
Ernst & Young  June 2008 - August 2008

Skills
US GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, GAAP, Auditing, SEC filings, CPA, Hedge Funds, Assurance, Sarbanes-Oxley, Financial Accounting, Leadership, Risk Management, Financial Audits, SEC Filings

Education
Fordham University   2005 — 2009
B.S., Accounting

Kara Mylod Kara Mylod Atlanta, Georgia Details
Kara Mylod's Keefe, Bruyette & Woods Experience June 2010 - September 2010
Job Consultant for Beautycounter
Industry Health, Wellness and Fitness
Experience
Beautycounter  March 2015 - Present
Flywheel Sports  February 2012 - December 2013
KBW  January 2011 - April 2011
Keefe, Bruyette & Woods   June 2010 - September 2010
Ceci New York  February 2010 - May 2010
Keefe, Bruyette & Woods   August 2007 - December 2009
Keefe, Bruyette & Woods   September 2005 - December 2009

Education
Institute for Integrative Nutrition   2010 — 2010
Health Coach

Fordham University   2002 — 2005
BA, Communications

The Ursuline School   1997 — 2001

Peter Todd Peter Todd Greater New York City Area Details
Peter Todd's Keefe, Bruyette & Woods Experience April 2007 - January 2010
Job Senior Vice President / Brown Thayer Shedd, Inc.
Industry Insurance
Experience
Source Capital Group  February 2010 - October 2013
Keefe, Bruyette & Woods   April 2007 - January 2010
Liability Solutions   April 2004 - June 2006
Dresdner Kleinwort Wasserstein  February 2001 - July 2003
Chase Manhattan Corporation  May 1994 - December 2000
Citibank  November 1987 - June 1992
PaineWebber  August 1984 - November 1987
A.G.Becker Paribas   1983 - 1984

Skills
Capital Markets, Hedge Funds, ABS, Syndications, CDS, Fixed Income, Alternative Investments, Asset Managment, Private Placements, Investment Banking, Equities, Derivatives, Private Equity, Structured Finance, Series 7, Portfolio Management, Structured Products, Asset Management, Money Market, Funding, Securities, Investments

Education
Williams College   1979 — 1983
Bachelor of Arts, Economics & Political Science

Deerfield Academy   1975 — 1979
HS Diploma

Andrew Bohlin Andrew Bohlin Burlington, Vermont Area Details
Andrew Bohlin's Keefe, Bruyette & Woods Experience 2005 - 2010
Job Director, Finance at Dealer.com
Industry Internet
Experience
Dealer.com  June 2013 - Present
Dealer.com  September 2011 - June 2013
Hanson & Doremus Investment Management   April 2010 - September 2011
Keefe, Bruyette & Woods   2005 - 2010

Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Bloomberg, Equities, Series 7, Investment Banking, Series 63, Investments, Business Strategy, Capital Markets, Hedge Funds, Emerging Markets, Business Development, Mergers, Private Equity, New Business Development, Competitive Analysis, Corporate Finance, Corporate Development, Financial Services, Mergers & Acquisitions, Finance

Education
Middlebury College   2001 — 2005
BA, Economics, cum laude

Holderness   1999 — 2001

Dan Asamoto, CFA Dan Asamoto, CFA New York, New York Details
Dan Asamoto, CFA's Keefe, Bruyette & Woods Experience July 2007 - May 2013
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Causeway Capital Management LLC  June 2015 - August 2015
Apis Capital Advisors, LLC   October 2014 - May 2015
ShawSpring Partners LLC   May 2013 - June 2014
Keefe, Bruyette & Woods   July 2007 - May 2013

Skills
Series 7, Series 63, Financial Modeling, Equity Research, Investment Banking, Valuation, Bloomberg, Private Placements, Capital Markets, Corporate Finance, DCF, Equities, Financial Analysis, Due Diligence, Private Equity, Mergers & Acquisitions, Investments, Banking, Fixed Income, Hedge Funds

Education
Columbia University - Columbia Business School   2014 — 2016
MBA, Value Investing Program

The Ohio State University - The Max M. Fisher College of Business   2003 — 2007
BSBA, Finance

Kaitlin Powers Siegfried Kaitlin Powers Siegfried San Francisco Bay Area Details
Kaitlin Powers Siegfried's Keefe, Bruyette & Woods Experience August 2010 - June 2013
Job Brand Marketing Coordinator at Benefit Cosmetics
Industry Marketing and Advertising
Experience
Benefit Cosmetics  August 2014 - Present
SoulCycle  December 2013 - March 2014
Keefe, Bruyette & Woods   August 2010 - June 2013
School for Language and Communication Development  July 2009 - August 2009
Michael Kors  June 2008 - August 2008

Education
Boston College   2006 — 2010
BA, Communications & Education

Spencer Kemmeling Spencer Kemmeling Augusta, Georgia Details
Spencer Kemmeling's Keefe, Bruyette & Woods Experience December 2010 - August 2012
Job Corporate Development (M&A)
Industry Investment Management
Experience
Fulghum Fibres   April 2014 - Present
Keefe, Bruyette & Woods   December 2010 - August 2012
AXA Advisors LLC  February 2008 - December 2010

Skills
Mergers, Portfolio Management, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Equity Research, Series 7, Series 63, IPO, Financial Services, Mergers & Acquisitions

Education
Georgia Regents University   2015 — 2016
Certificate of Accountancy, Accounting and Finance

Butler University   2012 — 2014
Master of Business Administration (M.B.A.), Financial Analytics, GPA: 3.92

Indiana University Bloomington   2000 — 2005
BS, Finance, Business Process Management

Prairie Ridge HS   1996 — 2000

Greg Boukas Greg Boukas New York, New York Details
Greg Boukas's Keefe, Bruyette & Woods Experience June 2009 - August 2009
Job High Yield Credit, Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   September 2015 - Present
Morgan Stanley  June 2010 - August 2015
Keefe, Bruyette & Woods   June 2009 - August 2009
Marsh & McLennan Companies, Inc.   June 2007 - August 2007
Merrill Lynch  June 2006 - August 2006

Skills
Credit Analysis, Trading Strategies, Risk Management, Microsoft Excel, Trading Systems, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management

Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)

Villanova University   2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance

London School of Economics and Political Science   2008 — 2008
Business Analysis and Valuation, Financial Markets

Jefferson Harralson Jefferson Harralson Greater Atlanta Area Details
Jefferson Harralson's Keefe, Bruyette & Woods Experience 2002 - Present
Job Associate Director of Research at KBW
Industry Financial Services
Experience
Keefe, Bruyette & Woods   2002 - Present
SunTrust Robinson Humphrey  1997 - 2002

Skills
Portfolio Management, Valuation, Strategic Financial..., Venture Capital, Equity Research, Equities, Financial Modeling, Investments, Asset Management, Trading, Financial Analysis, Capital Markets, Bloomberg, Series 63, Financial Structuring, Financial Services, Mutual Funds, Series 7, Finance, Hedge Funds, Equity Valuation, Investment Banking, Alternative Investments, Risk Management, Securities, Private Equity, Corporate Finance, Derivatives, Bloomberg Terminal

Education
Washington and Lee University   1983 — 1987

Georgia State University
Robinson College of Business

Alim Shaikh Alim Shaikh Greater New York City Area Details
Alim Shaikh's Keefe, Bruyette & Woods Experience 2010 - September 2012
Job Analyst at Coatue Management
Industry Financial Services
Experience
Coatue Management  September 2012 - Present
Keefe, Bruyette & Woods   2010 - September 2012
Bridgewater Associates  2009 - 2010
Bridgewater Associates  March 2008 - May 2008
Lehman Brothers  January 2008 - March 2008

Education
Dartmouth College   2006 — 2009
BA, Economics

Richard Herr Richard Herr Greater New York City Area Details
Richard Herr's Keefe, Bruyette & Woods Experience June 2002 - May 2007
Job Corporate Strategy & Development Executive
Industry Financial Services
Experience
KCG Holdings (Knight Capital Group)   July 2010 - October 2014
tradeMONSTER  July 2010 - September 2014
Direct Edge  August 2010 - December 2013
Pico Quantitative Trading  September 2010 - March 2013
ITG  May 2007 - June 2010
Keefe, Bruyette & Woods   June 2002 - May 2007
Wachovia Securities, LLC  April 2001 - June 2002
The Bank of New York  June 2000 - April 2001

Skills
Acquisitions, Strategy, Strategic Planning, Project Management, Business Strategy, Trading Systems, Equity Trading, Valuation, Series 63, Capital Markets, Electronic Trading, Financial Analysis, Options, Financial Services, Series 7, Corporate Finance, Trading, Financial Modeling, Series 24, Equity Research, Securities, FX Options, Market Data

Education
Fordham University   1996 — 2000
Bachelor's, Economics, Finance, Philosophy

Oceanside High School   1992 — 1996
Regent's Diploma

Kathleen Smythe Kathleen Smythe San Francisco Bay Area Details
Kathleen Smythe's Keefe, Bruyette & Woods Experience March 2002 - 2005
Job EXPERIENCED PUBLIC COMPANY BOARD MEMBER
Industry Financial Services
Experience
Sandler O'Neill + Partners, L.P.   March 2011 - February 2015
Guaranty Bancorp   2006 - 2012
Real Estate Investment Company  1990 - 2012
Keefe, Bruyette & Woods   March 2002 - 2005
Montgomery Securities  April 1986 - February 2001

Education
Harvard University
Doctor of Philosophy (Ph.D.)

Harvard University
Master's Degree

Harvard University

New York University
Master's Degree

Thunderbird School of Global Management
Master's Degree

UCLA
Bachelor's Degree

Don Ullmann Don Ullmann Essex Fells, New Jersey Details
Don Ullmann's Keefe, Bruyette & Woods Experience 2003 - 2011
Job Principal at DMU Financial Consulting, LLC
Industry Financial Services
Experience
Guggenheim Securities  June 2013 - February 2015
Gleacher and Co.   2012 - 2013
Keefe, Bruyette & Woods   2003 - 2011
Merrill Lynch  1992 - 2001
Merrill Lynch  1991 - 1992
Merrill Lynch  1987 - 1991
Salomon Brothers  1982 - 1987

Education
Northwestern University - Kellogg School of Management   1980 — 1982
MBA, Finance

Brown University   1976 — 1979
BA, Economics

Peter Reid Peter Reid Greater New York City Area Details
Peter Reid's Keefe, Bruyette & Woods Experience June 2010 - August 2010
Job Associate at Starwood Capital Group
Industry Real Estate
Experience
Starwood Capital Group  January 2015 - Present
Starwood Capital Group  July 2013 - January 2015
Deutsche Bank Securities  July 2011 - July 2013
Keefe, Bruyette & Woods   June 2010 - August 2010
FTI Consulting  June 2009 - July 2009

Education
Duke University

Raj Sodha Raj Sodha San Francisco Bay Area Details
Raj Sodha's Keefe, Bruyette & Woods Experience 2002 - 2004
Job Senior Product Manager at Genentech
Industry Biotechnology
Experience
Genentech  March 2015 - Present
Genentech  December 2013 - Present
Genentech  May 2010 - December 2013
Merriman Curhan Ford  2006 - 2008
Goldman Sachs  2004 - 2004
Keefe, Bruyette & Woods   2002 - 2004
Merrill Lynch  2001 - 2001

Skills
Strategic Financial..., Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Development, Portfolio Management, Corporate Finance, Venture Capital, Due Diligence, Equity Research, Private Equity, Mergers

Education
University of California, Berkeley, Haas School of Business   2009 — 2011
MBA

New York University   1997 — 2001
BS, Finance

Trevor Middleton Trevor Middleton Greater New York City Area Details
Trevor Middleton's Keefe, Bruyette & Woods Experience June 2008 - August 2008
Job Developer at Citadel LLC
Industry Financial Services
Experience
Citadel LLC  April 2013 - Present
Bloomberg  August 2010 - April 2013
Keefe, Bruyette & Woods   June 2008 - August 2008

Skills
C++

Education
Dartmouth College   2005 — 2009
BA, Mathematics, Economics

Boston University   2009 — 2010
MS, Mathematical Finance

Raymond Wiacek Raymond Wiacek Greater Boston Area Details
Raymond Wiacek's Keefe, Bruyette & Woods Experience June 2013 - August 2013
Job Investment Banking Analyst at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC  June 2015 - Present
Concord Partners  April 2014 - April 2015
RBS Citizens  June 2014 - August 2014
Shields & Company  January 2013 - May 2014
Keefe, Bruyette & Woods   June 2013 - August 2013
Atlas Advanced Pyrotechnics, Inc.   May 2013 - August 2013

Skills
Bloomberg, Investments, Portfolio Management, Trading, Economics, Financial Analysis, Photoshop, Microsoft Office, Valuation, Equities, Investment Banking, Equity Research, Capital Markets, Financial Modeling, Public Speaking, Mergers, Research

Education
Bentley University   2012 — 2015
Finance

Bryant University   2011 — 2012
Finance

Avon Old Farms   2007 — 2011

Ashley Cozier Ashley Cozier Greater New York City Area Details
Ashley Cozier's Keefe, Bruyette & Woods Experience May 2008 - August 2008
Job Director at eMarketer
Industry Market Research
Experience
eMarketer  May 2014 - Present
XportReporter   May 2013 - February 2014
Debtwire  February 2011 - May 2013
Fitch Ratings  2009 - February 2011
Keefe, Bruyette & Woods   May 2008 - August 2008
Fitch Ratings  December 2005 - August 2007

Skills
Financial Analysis, Bloomberg, Competitive Analysis, Corporate Finance, Business Development

Education
James Madison University   2005 — 2009

James Madison University   2005 — 2009
Marketing

University of Antwerp   2008 — 2008
European Business

Brett Swenson Brett Swenson Greater New York City Area Details
Brett Swenson's Keefe, Bruyette & Woods Experience August 2007 - September 2010
Job Director at Citadel LLC
Industry Financial Services
Experience
Citadel LLC  January 2014 - Present
Citadel Investment Group  October 2010 - Present
Keefe, Bruyette & Woods   August 2007 - September 2010

Skills
Investment Banking, Equity Research, Valuation, Equities, Hedge Funds, Capital Markets, Fixed Income, Financial Modeling, Alternative Investments, Bloomberg, Investments

Education
Middlebury College

New Trier

Sam Caldwell, CFA Sam Caldwell, CFA Greater Atlanta Area Details
Sam Caldwell, CFA's Keefe, Bruyette & Woods Experience August 2003 - March 2009
Job Manager of Unsecured Credit Risk at Federal Home Loan Bank of Atlanta
Industry Investment Banking
Experience
Keefe, Bruyette & Woods   August 2003 - March 2009
SunTrust Robinson Humphrey  2001 - 2003
EpicLearning   2001 - 2001
Fountainhead Ventures   2000 - 2001

Skills
Analysis, Banking, Capital Markets, Corporate Finance, Credit, Credit Risk, Financial Institutions, Financial Modeling, Financial Services, Microsoft Excel, Risk Management, Valuation

Education
Georgia Institute of Technology   1994 — 2000
BS

Jamie P. Scanlon Jamie P. Scanlon Boston, Massachusetts Details
Jamie P. Scanlon's Keefe, Bruyette & Woods Experience August 2004 - Present
Job Managing Director European, UK & Emerging Market Sales Trading at Keefe, Bruyette & Woods, Inc.
Industry Financial Services
Experience
Keefe, Bruyette & Woods   August 2004 - Present
Natixis (was CDC IXIS)   February 2003 - August 2004
Lehman Brothers  March 2000 - February 2003
Morgan Stanley  May 1996 - February 2000

Skills
Hedge Funds, Equities, Investment Banking, Emerging Markets, Institutional, Emerging, European & UK..., European Equity, Equity Trading, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, ETFs, Electronic Trading, Equity Research, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Investments, Options, Portfolio Management, Securities, Series 63, Series 7, Structured Products, Trading, Finance, Management, Trading Systems, Valuation, Financial Analysis, Banking, Risk Management, Investment Management, Financial Risk, Investment Strategies, Corporate Finance, Mutual Funds, Private Equity

Education
Bryant University   1993 — 1995
BS, Finance

Quinnipiac University   1991 — 1993
BS, Finance

LaSalle Academy   1987 — 1991
High School

St. Philips   1979 — 1987

Certifications

Ephraim Thompson Ephraim Thompson Greenwich, Connecticut Details
Ephraim Thompson's Keefe, Bruyette & Woods Experience December 2001 - June 2007
Job
Industry Information Technology and Services
Experience
Conatus Capital Management LP  August 2010 - Present
RFA  May 2009 - August 2010
Keefe, Bruyette & Woods, Inc.   June 2007 - March 2009
Keefe, Bruyette & Woods   December 2001 - June 2007

Education
Monroe College
BBA, Information Technology

Henry Fan Henry Fan Washington D.C. Metro Area Details
Henry Fan's Keefe, Bruyette & Woods Experience 2011 - 2014
Job Managing Partner at The Pinnacle Capital Group
Industry Investment Banking
Experience
The Pinnacle Capital Group   2014 - Present
Keefe, Bruyette & Woods   2011 - 2014
Roth Capital Partners  2010 - 2011
Friedman Billings Ramsey & Co., Inc.   1998 - 2008
Hamilton Securities Group, Inc.   1995 - 1998

Skills
Mergers, Investment Banking, Private Equity, IPO, Mergers & Acquisitions, Due Diligence, Corporate Finance, Valuation, Capital Markets, Venture Capital, Private Placements, Equities, Financial Structuring, Investments, Trading, Equity Research, Start-ups, Banking, Finance, Entrepreneurship, Financial Services, M&A experience, Emerging Markets, Hedge Funds, Financial Modeling, Corporate Development, Alternative Investments, Structured Finance, Equity Valuation, Fixed Income, Capital Raising, Securities, Capital, Portfolio Management, Mutual Funds, LBO, Investor Relations, Asset Management

Education
Massachusetts Institute of Technology   1990 — 1995
Ph.D., Ocean Engineering

Nanjing University   1984 — 1988
BS, Electrical Engineering

David Shulman David Shulman New York, New York Details
David Shulman's Keefe, Bruyette & Woods Experience September 2007 - March 2010
Job Global Head of Product for J.P. Morgan's Depositary Receipts Group
Industry Banking
Experience
J.P. Morgan   May 2012 - Present
J.P. Morgan   March 2010 - May 2012
Keefe, Bruyette & Woods   September 2007 - March 2010
JPMorgan Chase  October 2003 - September 2007
JP Morgan  July 2001 - October 2003

Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Banking, Business Strategy, Executive Management, Financial Modeling, Capital Markets

Education
Columbia University - Columbia Business School   2006 — 2008
Master of Business Administration (MBA)

Lehigh University - College of Business and Economics   1997 — 2001
B.S., Finance and Accounting

Steve Digilio Steve Digilio Greater New York City Area Details
Steve Digilio's Keefe, Bruyette & Woods Experience 1978 - 1982
Job VP Credit Risk Management at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities  December 2013 - Present
Taylor Asset Management, Inc.   July 2009 - December 2012
The Bank Notes   2007 - July 2009
MF Global  June 2005 - December 2007
Citigroup Global Markets, Inc.   1999 - 2005
West Merchant Bank   1997 - 1999
Deutsche Bank  1994 - 1997
Keefe, Bruyette & Woods   1978 - 1982
American Savings Bank  1973 - 1978

Skills
Capital Markets, Derivatives, Investments, Credit Risk, Banking, Hedge Funds, Private Equity, Credit, Emerging Markets, Trading, Financial Services, Due Diligence, Community Banks, Research, Ratings, Risk Management, Counterparty Risk, Credit Analysis, Credit Rating, Credit Monitoring, Risk Monitoring, Equity Research, Equity Research Analysis, Value Investing, Investment Research, Bloomberg, Alternative Investments

Education
Pace University   1972 — 1978
Bachelor of Business Administration (BBA), Finance

Tom Graziano Tom Graziano Greater New York City Area Details
Tom Graziano's Keefe, Bruyette & Woods Experience 2010 - 2011
Job Director at Marcus & Millichap Capital Corporation
Industry Real Estate
Experience
Marcus & Millichap  2014 - Present
HFF  2011 - 2014
Keefe, Bruyette & Woods   2010 - 2011
The Ackman-Ziff Real Estate Group  2009 - 2010
Capmark  2005 - 2008

Skills
Real Estate Economics, Due Diligence, Capital Markets, Asset Managment, Valuation, Real Estate Development, Real Estate, Investments, Financial Modeling, CMBS, Commercial Real Estate, Asset Management, Portfolio Management, Private Equity, Real Estate Financing

Education
Middlebury College   1997 — 2001

Delbarton School   1993 — 1997

E. Craig Coats E. Craig Coats West Palm Beach, Florida Area Details
E. Craig Coats's Keefe, Bruyette & Woods Experience May 2002 - March 2009
Job Vice Chairman, Bengal Partners
Industry Investment Banking
Experience
Bengal Partners   January 2009 - Present
Keefe, Bruyette & Woods   May 2002 - March 2009

Skills
Private Placements, Equity Capital Markets, IPO, Investment Banking, Mergers, Mergers & Acquisitions, Private Equity, Portfolio Management, Due Diligence, Hedge Funds, Equities, Equity Research, Capital Markets, Valuation, Investments, Fixed Income, Emerging Markets, Alternative Investments, Asset Management, Structured Finance, Trading Strategies, Bloomberg

Education
Alfred University   1965 — 1969

Michel Morel Michel Morel Greater New York City Area Details
Michel Morel's Keefe, Bruyette & Woods Experience
Job Vice President at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods  

Skills
Equities, Capital Markets, Investment Banking, Series 7, Equity Research, Fixed Income, Series 63, Financial Modeling, Valuation, Banking, Finance, Hedge Funds, Private Equity, Enterprise Risk..., Bloomberg, Securities

Education
Baruch College, City University of New York (CUNY)   2005 — 2006
EMSF, Finance

Irina Tishelman Irina Tishelman Greater New York City Area Details
Irina Tishelman's Keefe, Bruyette & Woods Experience 2002 - 2011
Job Sr solutions architect at Sky Solutions
Industry Information Technology and Services
Experience
Sky Solutions  November 2011 - Present
Keefe, Bruyette & Woods   2002 - 2011
Time Inc.  1997 - 2001
Ambac  May 1995 - August 1997

Skills
Investment Banking, Cognos, Data Modeling, Fixed Income, Business Analysis, ASP.NET, Equities, PMP, Oracle, Business Process..., ETL, Business Intelligence, Vendor Management, Business Process..., SDLC, Disaster Recovery, PL/SQL, Software Development, Management Consulting, Trading Systems, Project Portfolio..., Analysis, .NET, Financial Services, SQL, IT Strategy, Management

Education
Boston University   2007 — 2008
Project Managment Certification, Project Management

NYU   2001 — 2001
Marketing and Public Relations, Marketing, PR

Moscow Polytechnic Institute
BS, Computer Science and Economics

Nikhil S. Bhat Nikhil S. Bhat Chicago, Illinois Details
Nikhil S. Bhat's Keefe, Bruyette & Woods Experience June 2009 - July 2010
Job Strategy and Sales at Ampush
Industry Internet
Experience
Ampush  November 2013 - Present
Callaway Digital Arts  April 2013 - October 2013
TubeMogul, Inc.   July 2012 - April 2013
UBS Investment Bank  July 2010 - June 2012
Keefe, Bruyette & Woods   June 2009 - July 2010
Houlihan Lokey Howard and Zukin  May 2008 - August 2008

Education
Indiana University - Kelley School of Business   2005 — 2009
B.S., Finance and Accounting

Indiana University Bloomington   2005 — 2009
Economics and Philosophy

Lafayette High School

Frank Chamberlin Frank Chamberlin Greater New York City Area Details
Frank Chamberlin's Keefe, Bruyette & Woods Experience February 2008 - Present
Job at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods   February 2008 - Present
NFL  April 2000 - June 2006

Education
Boston College   1996 — 2000
B.A., Computer Science

Mahwah High School

Patrick Glennon, CFA Patrick Glennon, CFA San Francisco Bay Area Details
Patrick Glennon, CFA's Keefe, Bruyette & Woods Experience October 2009 - July 2012
Job Senior Analyst at RMA
Industry Financial Services
Experience
RMA  March 2014 - Present
Evercore Partners  July 2012 - March 2014
Keefe, Bruyette & Woods   October 2009 - July 2012
Prudential Financial  February 2007 - October 2009
Prudential Financial  July 2004 - February 2007

Skills
Equity Research, Financial Analysis, Economics, Real Estate, Accounting, Financial Modeling, REIT, Portfolio Management, Equity Valuation, Asset Management, DCF, Excel Models

Education
Bucknell University   2000 — 2004
BSBA, Accounting

Smedes Rose Smedes Rose Greater New York City Area Details
Smedes Rose's Keefe, Bruyette & Woods Experience June 2007 - December 2012
Job Director at Citi
Industry Research
Experience
Citi  December 2014 - Present
Evercore Partners  April 2013 - October 2014
Keefe, Bruyette & Woods   June 2007 - December 2012
Calyon Financial  April 2005 - July 2007
JPMorgan  March 2002 - April 2005
Robertson Stephens  1999 - 2001

Skills
Finance, Competitive Analysis, Franchising, Equity Research, Valuation, Corporate Finance, Equities, Investment Banking, Financial Modeling, Structured Finance, Financial Analysis, Bloomberg, Investment Management

Education
Columbia University - Columbia Business School
MBA, Finance

Columbia University - School of International and Public Affairs
MIA, International Affairs

New York University

St. Albans

Osnat Naporano Osnat Naporano Greater New York City Area Details
Osnat Naporano's Keefe, Bruyette & Woods Experience January 2004 - 2013
Job Credit Sales, Susquehanna International Group
Industry Financial Services
Experience
Keefe, Bruyette & Woods   January 2004 - 2013
White Mountains Advisors  June 2002 - January 2004

Skills
Fixed Income, Equities, Capital Markets, Bloomberg, Series 7, Series 63, Hedge Funds, Alternative Investments

Education
Bucknell University   1998 — 2002

westwood high school   1994 — 1998

Jason Freund Jason Freund Greater Chicago Area Details
Jason Freund's Keefe, Bruyette & Woods Experience August 1998 - April 2006
Job at Corrib Capital Management L.P.
Industry Financial Services
Experience
Corrib Capital Management L.P.   December 2014 - Present
Imperial Capital  March 2011 - December 2014
Cohen & Company  April 2006 - November 2010
Keefe, Bruyette & Woods   August 1998 - April 2006
Robert W. Baird  July 1997 - August 1998

Skills
Capital Markets, Financial Modeling, Valuation, Alternative Investments, Hedge Funds, Investments, Fixed Income, Equities, Portfolio Management, Private Equity, Asset Management

Education
Marquette University   1993 — 1997

Andrew Kuo Andrew Kuo Greater Philadelphia Area Details
Andrew Kuo's Keefe, Bruyette & Woods Experience March 2012 - May 2014
Job MBA Candidate at The Wharton School
Industry Real Estate
Experience
The Wharton School  Strategic PlannerSasaki AssociatesJuly 2014 - May 2015
Keefe, Bruyette & Woods   March 2012 - May 2014
Keefe, Bruyette & Woods   July 2009 - March 2012

Skills
Investment Banking, Financial Modeling, Asset Management, Strategy, Valuation, Corporate Finance

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.)

New York University - Leonard N. Stern School of Business   2005 — 2009
Bachelor’s Degree, Finance, Organizational Behavior, Mathematics, Magna Cum Laude

Peking University   2008 — 2008
Mandarin Chinese

Colin Dunn, CFA Colin Dunn, CFA Greater Denver Area Details
Colin Dunn, CFA's Keefe, Bruyette & Woods Experience June 2007 - April 2010
Job Vice President at Cambiar Investors
Industry Financial Services
Experience
Cambiar Investors  February 2011 - Present
Keefe, Bruyette & Woods   June 2007 - April 2010
Keefe, Bruyette & Woods   January 2003 - June 2007
UBS Investment Bank  May 2002 - December 2002
UBS  July 2000 - May 2002

Education
Georgetown University   1996 — 2000
BSBA, Major: Finance and International Business, Minor: Theology

Elissa Niemiera Elissa Niemiera Greater New York City Area Details
Elissa Niemiera's Keefe, Bruyette & Woods Experience November 2009 - March 2012
Job Ventures & Acquisitions at Accenture
Industry Financial Services
Experience
Accenture  December 2014 - Present
Accenture  March 2012 - November 2014
Keefe, Bruyette & Woods   November 2009 - March 2012
Manning Selvage and Lee  June 2009 - November 2009
Spencer Stuart  May 2008 - August 2008
Lloyds TSB  June 2007 - August 2007

Skills
Investment Banking, Financial Modeling, Equities, Financial Analysis, Capital Markets, Bloomberg, Valuation, Fixed Income, Equity Research, Management Consulting, Hedge Funds, Corporate Finance, Emerging Markets, Alternative Investments, Private Equity

Education
Georgetown University   2005 — 2009

Todd Stender Todd Stender Greater Los Angeles Area Details
Todd Stender's Keefe, Bruyette & Woods Experience July 2007 - July 2009
Job Senior Equity Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  July 2009 - Present
Keefe, Bruyette & Woods   July 2007 - July 2009
Wachovia Securities  June 2005 - June 2007
Crowell, Weedon & Co.   May 2001 - June 2005
Coca-Cola Enterprises  1996 - 1999

Skills
Financial Modeling, Equities, Equity Research, Portfolio Management, Valuation

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1999 — 2001
Master of Business Administration (M.B.A.), Finance

La Salle University   1990 — 1994
Bachelor of Arts (BA)

Carlos A. Gonzalez Carlos A. Gonzalez Dallas, Texas Details
Carlos A. Gonzalez's Keefe, Bruyette & Woods Experience June 2005 - August 2005
Job Vice President Energy & Natural Resources at Societe Generale
Industry Banking
Experience
Societe Generale  October 2010 - Present
ING  April 2010 - October 2010
ING  January 2007 - April 2010
Keefe, Bruyette & Woods   June 2005 - August 2005
BlackRock  June 2004 - August 2004

Skills
Financial Modeling, Corporate Finance, Capital Markets, Structured Finance, Financial Analysis, Bloomberg, Analysis, Due Diligence

Education
Duke University   2002 — 2006
B.A., Environmental Science & Policy

Hotchkiss   1998 — 2002

Miranda Carlos Miranda Carlos Greater New York City Area Details
Miranda Carlos's Keefe, Bruyette & Woods Experience May 2004 - May 2013
Job VP Stride Data Sourcing Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  March 2014 - Present
Keefe, Bruyette & Woods   May 2004 - May 2013
Credit Suisse First Boston  January 2001 - May 2004
Donaldson, Lufkin & Jenrette   1994 - 2001
Daiwa Securities  1986 - 1994

Skills
Investment Banking, Equities, Fixed Income, Treasury, Capital Markets, Hedge Funds, Series 7, Series 63, Series 24, Bloomberg, Bonds, FINRA, Finance, Structured Products, Credit, Trading, Product Control, Financial Modeling, Securities, Corporate Finance, Settlement, Private Equity, Valuation, Asset Management, Investments, Structured Finance, Derivatives, Middle Office, Equity Research, Prime Brokerage, Options, Trading Systems, Alternative Investments, Equity Trading, MBS, Equity Derivatives, Financial Analysis, Electronic Trading, Risk Management

Education
Brown University   1978 — 1982
BA, Japanese Studies

Geoffrey Dunn, CFA Geoffrey Dunn, CFA Hartford, Connecticut Area Details
Geoffrey Dunn, CFA's Keefe, Bruyette & Woods Experience July 2001 - February 2008
Job Equity Analyst/Partner @ Dowling & Partners
Industry Investment Banking
Experience
Dowling & Partners  May 2008 - Present
Keefe, Bruyette & Woods   July 2001 - February 2008
Conning & Company  July 1997 - July 2001

Skills
Equity Research, Series 7, Series 63, Series 24, Financial Services, Insurance

Education
Amherst College   1993 — 1997
BA, Economics

Lei Tie Lei Tie Greater New York City Area Details
Lei Tie's Keefe, Bruyette & Woods Experience June 2009 - May 2010
Job Vice President at LibreMax Capital
Industry Investment Banking
Experience
LibreMax Capital, LLC  June 2014 - Present
Barclays Capital  May 2010 - May 2014
Keefe, Bruyette & Woods   June 2009 - May 2010
Lehman Brothers  April 2007 - December 2008
JPMorgan  February 2006 - April 2007
Merrill Lynch  May 2005 - August 2005

Skills
ABS, MBS, Securitization, Principal Investments, Structuring, Asset Valuation, Student Loans, Auto Loans, Residential Mortgages, NPL, Manufactured Housing, Distressed Asset, Financial Structuring, Banking, Portfolio Management, Loans, Valuation, Investment Banking

Education
Carnegie Mellon University   2001 — 2005
MS, BS

Evan Sameroff Evan Sameroff Miami/Fort Lauderdale Area Details
Evan Sameroff's Keefe, Bruyette & Woods Experience October 2009 - October 2010
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School  AssociateH.I.G. CapitalAugust 2012 - July 2014
Goldman Sachs  November 2010 - August 2012
Keefe, Bruyette & Woods   October 2009 - October 2010
Burke America   April 2009 - August 2009
Five Mile Capital Partners  June 2008 - August 2008
Next Generation Equity Research   March 2007 - August 2007

Education
Harvard Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Northwestern University   2005 — 2009

Ryan O'Donnell Ryan O'Donnell Greater New York City Area Details
Ryan O'Donnell's Keefe, Bruyette & Woods Experience August 2008 - May 2014
Job Partner US Equity Sales at Autonomous Research
Industry Financial Services
Experience
Autonomous Research LLP  August 2014 - Present
Keefe, Bruyette & Woods   August 2008 - May 2014
Lenox Advisors  May 2007 - August 2007
MassMutual  May 2006 - August 2006

Education
Amherst College   2004 — 2008
English

Cathedral High School   2000 — 2004

Erickson Davis Erickson Davis New York, New York Details
Erickson Davis's Keefe, Bruyette & Woods Experience 2005 - November 2012
Job President & Managing Partner at Autonomous Research
Industry Financial Services
Experience
Autonomous Research LLP  December 2012 - Present
Keefe, Bruyette & Woods   2005 - November 2012

Education
Saint John's University
MBA, Finance

Bucknell University
BA, Economics; International Relations

James M. Harasimowicz James M. Harasimowicz Greater New York City Area Details
James M. Harasimowicz's Keefe, Bruyette & Woods Experience December 2011 - Present
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

Peter Ma Peter Ma Greater New York City Area Details
Peter Ma's Keefe, Bruyette & Woods Experience March 2009 - September 2011
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  May 2014 - Present
Guggenheim Securities  December 2011 - April 2014
MF Global  September 2011 - November 2011
Keefe, Bruyette & Woods   March 2009 - September 2011
UBS Investment Bank  January 2001 - December 2008
PaineWebber  September 1992 - January 2001

Education
Baruch College, City University of New York (CUNY)
BBA, Economics

Robert Piszko Robert Piszko Greater New York City Area Details
Robert Piszko's Keefe, Bruyette & Woods Experience January 2009 - June 2010
Job Director Securitized Product Sales at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  July 2014 - Present
Guggenheim Securities  January 2013 - June 2014
UBS Securities Co., Ltd   June 2010 - November 2012
Keefe, Bruyette & Woods   January 2009 - June 2010
Lehman Brothers  June 2000 - September 2008

Education
Fairfield University   1995 — 1999
B.A., Economics

Bill Carrier Bill Carrier Greater Los Angeles Area Details
Bill Carrier's Keefe, Bruyette & Woods Experience 2007 - 2010
Job Searching for a Finance job in Los Angeles
Industry Financial Services
Experience
None  2011 - Present
Keefe, Bruyette & Woods   2007 - 2010
Ryan Beck & Co./Stifel Nicolaus   2005 - 2007
Advest  2003 - 2005
Dresdner Bank  2000 - 2002

Skills
Finance, Equity Research, Valuation, Capital Markets, Equities, Investments, Investment Banking, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Corporate Finance, Portfolio Management

Education
Georgia Institute of Technology   1998 — 2000
MBA, Finance

Emory University   1988 — 1992
BBA, Business

Kevin Whiteside Kevin Whiteside Miami/Fort Lauderdale Area Details
Kevin Whiteside's Keefe, Bruyette & Woods Experience December 2001 - April 2007
Job at Highpoint Advisors
Industry Investment Management
Experience
Highpoint Advisors   June 2007 - Present
Forney, LP   May 2007 - Present
Keefe, Bruyette & Woods   December 2001 - April 2007
Universal Access  March 2000 - October 2001
Price Waterhouse Coopers  December 1991 - March 2000

Skills
Mergers, Asset Management, Financial Modeling, Due Diligence, Valuation, Mergers & Acquisitions, Equities, Private Equity, Corporate Finance, Alternative Investments, Fixed Income, Capital Markets

Education
University of Notre Dame   1986 — 1990
BS, Mathematics

Northeastern University   1990 — 1991
MBA, Business/Accounting

Jarryd Hammel Jarryd Hammel Greater Denver Area Details
Jarryd Hammel's Keefe, Bruyette & Woods Experience February 2013 - July 2013
Job Tech Innovator, Product Enthusiast, Wharton MBA
Industry Internet
Experience
Heat Seek NYC   May 2014 - June 2015
Scantron Robotics, Inc.   January 2014 - May 2014
Keefe, Bruyette & Woods   February 2013 - July 2013
Stifel, Nicolaus & Company, Inc.   July 2010 - February 2013
GEICO  June 2008 - August 2008
Excel Auto Detailing   April 2004 - September 2006

Skills
Strategic Planning, Financial Modeling, Business Development, Lean Startup, Agile Methodologies, Scrum, Product Management, Product Development, Marketing Strategy, Social Entrepreneurship, Startup Development, Web Design, A/B Testing, WordPress, Organizational..., Business Modeling, Data Analysis, Digital Marketing, Pricing Strategy, Software Product..., Management Consulting, Design Thinking, Public Speaking, Crowdfunding, Due Diligence, Analysis, Valuation, Capital Markets, Mergers & Acquisitions, Corporate Finance, Investment Banking, Banking, Equities, Bloomberg, Strategy, Financial Analysis, Project Management, Leadership, Cross-functional Team..., Business Strategy, Social Media Marketing, Marketing, Start-ups, Finance, Competitive Analysis, Microsoft Office, Microsoft Excel, Google Docs, SQL, R

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurial Management

The College of William and Mary - The Mason School of Business   2008 — 2010
BBA, Finance with an International Emphasis

William & Mary   2006 — 2010
BBA, Global Studies

Peking University   2009 — 2009
Certificate of Completion, Chinese Language and Literature

Daniel Fox Daniel Fox Greater New York City Area Details
Daniel Fox's Keefe, Bruyette & Woods Experience July 2003 - 2013
Job Risk Manager at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon  April 2014 - Present
Credit Suisse  November 2013 - April 2014
Keefe, Bruyette & Woods   July 2003 - 2013
Deutsche Bank  September 2001 - July 2003
Donaldson, Lufkin & Jenrette   June 1992 - September 2001
Bear Stearns  March 1990 - May 1992

Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance

Seton Hall University
BSBA, Finance

Donna LaBrie Donna LaBrie Concord, California Details
Donna LaBrie's Keefe, Bruyette & Woods Experience January 2010 - December 2011
Job Executive Assistant to the Chief Investment Officer of AssetMark
Industry Executive Office
Experience
AssetMark  April 2014 - Present
AssetMark  July 2012 - Present
Delta Air Lines  May 2012 - June 2014
LaBrie Events   October 2009 - 2012
Keefe, Bruyette & Woods   January 2010 - December 2011
Charles Schwab  July 2005 - March 2009
Charles Schwab Corporate Services   2005 - 2009
National Association of Stock Plan Professionals   December 2002 - July 2005
Round Hill Securities, Inc.   October 2000 - May 2002

Skills
Event Management, Marketing Strategy, CRM, Advertising, Event Planning, Marketing, Vendor Management, Management, Contract Negotiation, Budgets, Sales, Trade Shows

Education
California State University-East Bay
BA, Human Development

Jason Hach Jason Hach Greater New York City Area Details
Jason Hach's Keefe, Bruyette & Woods Experience May 2010 - August 2014
Job Managing Director at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P.   August 2014 - Present
Keefe, Bruyette & Woods   May 2010 - August 2014
Janney Montgomery Scott  February 2008 - May 2010
National City Corp.  2001 - 2008
Federated Investors  June 1997 - May 2000
PwC  1995 - 1997
Nabisco  1994 - 1994

Education
Carnegie Mellon University - Tepper School of Business   1998 — 2001
MBA, Finance

Bucknell University   1991 — 1995
BS, Accounting

Hermosa Drive Elementary School

Manny Ramirez, CFA Manny Ramirez, CFA Miami, Florida Details
Manny Ramirez, CFA's Keefe, Bruyette & Woods Experience 2002 - 2008
Job Portfolio Manager at Bayview Asset Management, LLC
Industry Investment Management
Experience
Bayview Asset Management, LLC  2014 - Present
Canyon Partners  2008 - 2014
Keefe, Bruyette & Woods   2002 - 2008
Morgan Stanley  2000 - 2002
Morgan Stanley  1999 - 2000

Skills
Financial Modeling, Equities, Equity Research, Investment Banking, Investments, Hedge Funds, Investment Management, Banking, Mortgage Banking, Asset Management, Securities, Finance, Financial Services, Private Equity, Portfolio Management

Education
Harvard Kennedy School of Government   1997 — 1999
Master of Public Policy, Economics

Stanford University   1993 — 1997
Bachelor of Arts (B.A.), Economics (Major), Political Science (Minor)

Stanford in Washington   1996 — 1996
Government

Moorpark High

Brian Meilton Brian Meilton Columbus, Ohio Area Details
Brian Meilton's Keefe, Bruyette & Woods Experience June 2004 - April 2009
Job Vice President at Lancaster Pollard
Industry Financial Services
Experience
Lancaster Pollard  June 2015 - Present
Lancaster Pollard  August 2014 - Present
Lancaster Pollard  June 2012 - August 2014
Oxford Resource Partners, LP   May 2009 - May 2012
Keefe, Bruyette & Woods   June 2004 - April 2009

Skills
Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Capital Markets, Analysis, Investment Banking, Finance, Mergers & Acquisitions, Valuation, Strategic Financial..., Investments, Equities

Education
Miami University   2003 — 2004
MBA, Finance

Ohio Northern University   1999 — 2003
BSBA, International Business and Economics

Melissa Geltzeiler Melissa Geltzeiler New York, New York Details
Melissa Geltzeiler's Keefe, Bruyette & Woods Experience July 2011 - June 2013
Job Client Manager at Nielsen
Industry Financial Services
Experience
Nielsen  July 2013 - Present
Keefe, Bruyette & Woods   July 2011 - June 2013
Kellogg School of Management  February 2010 - June 2011
Keefe, Bruyette & Woods   June 2010 - August 2010
Ernst & Young  June 2009 - July 2009

Skills
Investment Banking, Financial Analysis, Economics, M&A experience, Process Improvement, Process Modeling, Industrial Engineering, Strategy, Investments, Market Research, Mergers & Acquisitions, Financial Services, Data Analysis, Analytics, Microsoft Office, Management

Education
New York University - Leonard N. Stern School of Business   2015 — 2018
Master of Business Administration (M.B.A.)

Northwestern University
B.S., Industrial Engineering and Management Sciences, Economics

Ridgefield High School

Brian McSherry Brian McSherry Greater Boston Area Details
Brian McSherry's Keefe, Bruyette & Woods Experience June 2004 - May 2007
Job Director US Equity Research Sales BAML
Industry Investment Management
Experience
Bank of America Merrill Lynch  May 2015 - Present
Sterne Agee  August 2011 - May 2015
Howe Barnes Hoefer & Arnett  September 2010 - June 2011
Fontana Capital   May 2007 - September 2010
Keefe, Bruyette & Woods   June 2004 - May 2007

Education
Clarkson University   2003 — 2004
MBA

Saint Michael's College   1999 — 2003
BS, Business Administration - Finance

Russell Gunther Russell Gunther Greater New York City Area Details
Russell Gunther's Keefe, Bruyette & Woods Experience March 2006 - November 2010
Job Vice President, Senior Analyst; Universal and Regional Banks at Macquarie Group
Industry Financial Services
Experience
Macquarie Group  May 2013 - Present
Merrill Lynch  November 2010 - April 2013
Keefe, Bruyette & Woods   March 2006 - November 2010

Skills
Investment Banking, Valuation, Equities, Series 7, Capital Markets, Securities, Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Private Equity, Financial Modeling, Equity Research, Due Diligence, Banking

Education
Colgate University   2000 — 2004

Steven Townsend Steven Townsend Kansas City, Missouri Area Details
Steven Townsend's Keefe, Bruyette & Woods Experience June 2009 - February 2013
Job Lead Financial Analyst at H&R Block
Industry Financial Services
Experience
H&R Block  September 2014 - Present
Stifel Financial Corp.  February 2013 - July 2014
Keefe, Bruyette & Woods   June 2009 - February 2013

Skills
Financial Modeling, Fixed Income, Bloomberg, Investment Banking, Investments, Analytics, Analysis, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Series 7, Series 63, Community Banks, Agency MBS, PowerPoint, Capital Markets, Financial Services, Microsoft Excel, Mergers & Acquisitions, Microsoft Office, Finance, Hedge Funds, Financial Institutions, Securities

Education
Kansas State University   2005 — 2009
Bachelor of Science (B.S.), Finance, Accounting

Benjamin Yang Benjamin Yang San Francisco Bay Area Details
Benjamin Yang's Keefe, Bruyette & Woods Experience 2009 - 2012
Job Sr. Vice President at Adelante Capital Management
Industry Financial Services
Experience
Adelante Capital Management  2014 - Present
Evercore Partners  2012 - 2014
Keefe, Bruyette & Woods   2009 - 2012
Green Street Advisors  2005 - 2009
Wilshire Associates  2003 - 2005
Merrill Lynch  2002 - 2002
Mercer  1996 - 2001

Skills
Financial Modeling, Valuation, Equity Research, Capital Markets, Equities, Chartered Financial..., Finance, High Yield, Fixed Income, Investment Research, Alternative Investments, Credit Rating, Investment Management, Investments, Securities, Asset Management, Financial Analysis

Education
University of Chicago
MBA, Finance & Accounting

Boston University
BA, Math & Economics

Katrina Griessman Katrina Griessman Atlanta, Georgia Details
Katrina Griessman's Keefe, Bruyette & Woods Experience June 2003 - June 2008
Job Managing Director, Institutional Fixed Income Sales , Stifel
Industry Financial Services
Experience
Janney Montgomery Scott  October 2009 - December 2013
Keefe, Bruyette & Woods   June 2003 - June 2008
UBS Warburg  1999 - 2002
Paine Webber  1993 - 1998

Skills
Capital Markets, Investments, Alternative Investments, Fixed Income, Series 7

Education
American University   1979 — 1982
B.A., C.L.E.G., Communications, Law, Economics and Government

Jason Soto Jason Soto Greater New York City Area Details
Jason Soto's Keefe, Bruyette & Woods Experience July 2009 - Present
Job IB Associate at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods   July 2009 - Present

Skills
Financial Modeling, Valuation, Equities, Capital Markets, Mergers

Education
Bucknell University   2005 — 2009
BA, Economics (w/ Honors), Minor: Philosophy, Magna Cum Laude

Grady O'Gara Grady O'Gara Atlanta, Georgia Details
Grady O'Gara's Keefe, Bruyette & Woods Experience August 2008 - June 2011
Job Head Trader at Masters Capital Management
Industry Financial Services
Experience
Masters Capital Management, LLC  June 2015 - Present
Senvest Management, LLC  June 2011 - June 2015
Keefe, Bruyette & Woods   August 2008 - June 2011
Keefe, Bruyette & Woods   August 2007 - August 2008
Blue Star Construction   May 2007 - August 2007
Credit Suisse  May 2006 - August 2006

Skills
Bloomberg, Equities, Equity Research, Fixed Income, Hedge Funds, Capital Markets, Series 7, Investment Banking, Equity Trading, Valuation, Series 63, Trading, Alternative Investments, Securities, Derivatives, Electronic Trading, Financial Modeling, Emerging Markets, Financial Markets

Education
Colgate University   2004 — 2007
BA, International Relations, Spanish

Universidad San Pablo-CEU   2005 — 2005
Spanish Language and Literature

Indiana University Bloomington   2003 — 2004
International Relations, Spanish

The Rivers School   2000 — 2003

Jacob Troutman, CFA Jacob Troutman, CFA Greater New York City Area Details
Jacob Troutman, CFA's Keefe, Bruyette & Woods Experience November 2009 - June 2013
Job Research Associate at TimesSquare Capital Management
Industry Financial Services
Experience
TimesSquare Capital Management  July 2013 - Present
Keefe, Bruyette & Woods   November 2009 - June 2013

Skills
Series 7, 63, 86, and..., Financial Modeling, Equity Research

Education
Dartmouth College   2005 — 2009
BA, Economics

Andrew Stager Andrew Stager Greater Boston Area Details
Andrew Stager's Keefe, Bruyette & Woods Experience June 2007 - May 2009
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray  June 2015 - Present
Sterne Agee  February 2013 - June 2015
Stifel Financial Corp.  October 2012 - February 2013
Sterne Agee  May 2009 - October 2012
Keefe, Bruyette & Woods   June 2007 - May 2009

Education
Bowdoin College   2003 — 2007
Economics, Government & Legal Studies

James Geraghty James Geraghty Menlo Park, California Details
James Geraghty's Keefe, Bruyette & Woods Experience August 2010 - November 2011
Job Equipo Ventures LLC
Industry Venture Capital & Private Equity
Experience
Equipo Ventures   June 2014 - Present
Robert W. Baird & Co.   April 2013 - May 2014
Keefe, Bruyette & Woods   August 2010 - November 2011
J.P. Morgan   June 2009 - August 2009
Chapdelaine & Co.   January 2001 - May 2004
CHM in Spanish Premier Ice Hockey League   August 1996 - March 1997
The University of Alabama in Huntsville  January 1995 - November 1995
Pembroke Lumberkings, Pikes Peak Miners, Springfield Olympics, Team New England   September 1992 - January 1995

Education
New York University   2008 — 2010
MPA, Finance and Policy

Thunderbird School of Global Management   2005 — 2006
MBA, International Business

The New School   1999 — 2001
BA, Liberal Arts

Juliet Bloodgood Juliet Bloodgood San Francisco Bay Area Details
Juliet Bloodgood's Keefe, Bruyette & Woods Experience July 2004 - August 2006
Job Stay at home mom at The Bloodgood Family
Industry Financial Services
Experience
Bloodgood Family   June 2012 - Present
Charles Schwab  October 2009 - May 2012
Citi  October 2006 - May 2009
Keefe, Bruyette & Woods   July 2004 - August 2006

Education
Georgetown University - The McDonough School of Business   2000 — 2004
Finance

Georgetown University

Sandra Thoms, CFA, CPA Sandra Thoms, CFA, CPA Greater Chicago Area Details
Sandra Thoms, CFA, CPA's Keefe, Bruyette & Woods Experience February 2010 - May 2011
Job Vice President of Corporate Development
Industry Investment Banking
Experience
North Community Bank  July 2013 - Present
BXM Holdings, Inc.   June 2011 - June 2013
Keefe, Bruyette & Woods   February 2010 - May 2011
Keefe, Bruyette & Woods   June 2007 - February 2010
Protiviti  June 2006 - August 2006

Skills
Investment Banking, Valuation, Financial Modeling, Corporate Development, Capital Markets, Private Equity, DCF, Bloomberg, Corporate Finance, Private Placements, Equity Valuation, Financial Analysis, Due Diligence, Finance, Mergers & Acquisitions, Investments, Fixed Income, Management, Banking

Education
Indiana University Bloomington   2004 — 2007
Business, Accounting and Finance

Tyler Neville Tyler Neville San Francisco Bay Area Details
Tyler Neville's Keefe, Bruyette & Woods Experience August 2007 - August 2008
Job Equity Tech Trader at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments  February 2014 - Present
Haber Trilix Advisors, LP  2010 - July 2013
HIG Capital  August 2008 - March 2010
Keefe, Bruyette & Woods   August 2007 - August 2008

Education
Boston College   2002 — 2007
Bachelors & Masters, English & Administrative Studies

Shannon Boyce Shannon Boyce New York, New York Details
Shannon Boyce's Keefe, Bruyette & Woods Experience July 2008 - June 2010
Job at
Industry Financial Services
Experience
Citi  September 2013 - Present
Citi  July 2011 - Present
Deutsche Bank  July 2010 - July 2011
Keefe, Bruyette & Woods   July 2008 - June 2010

Education
Bucknell University   2004 — 2008
BS, Chemical Engineering

Craig Dulmaine Craig Dulmaine Greater New York City Area Details
Craig Dulmaine's Keefe, Bruyette & Woods Experience July 2004 - April 2006
Job Institutional Equity Sales at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray  May 2011 - Present
Kaufman Bros.  June 2006 - May 2011
Keefe, Bruyette & Woods   July 2004 - April 2006

Skills
Equity Research, Series 7, Equities, Series 63, Capital Markets, Hedge Funds, Valuation, Financial Modeling, Investments, Securities, Investment Banking, Alternative Investments, Financial Markets, Fixed Income

Education
Fordham University   2000 — 2004
Bachelor of Science in Business Administration, Finance, Economics

Xaverian Brothers High School   1996 — 2000

Brian Duwan Brian Duwan Greater New York City Area Details
Brian Duwan's Keefe, Bruyette & Woods Experience June 2007 - August 2007
Job Consultant at Milestone
Industry Financial Services
Experience
Milestone  January 2014 - Present
ALaS Consulting LLC  May 2010 - June 2013
Raymond James  September 2009 - November 2009
Merrill Lynch  June 2008 - August 2008
Keefe, Bruyette & Woods   June 2007 - August 2007

Education
Lehigh University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Kevin McMurchy Kevin McMurchy Greater New York City Area Details
Kevin McMurchy's Keefe, Bruyette & Woods Experience 2002 - 2008
Job Senior Managing Director at Dresner Partners
Industry Investment Banking
Experience
Dresner Partners  2010 - Present
Houlihan Lokey  2008 - 2010
Keefe, Bruyette & Woods   2002 - 2008

Skills
Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Insurance, Leveraged Finance, Equities, Financial Services, Hedge Funds, Commercial Banking, Corporate Finance, Valuation, Private Equity, Financial Analysis, Strategy, Venture Capital, Private Placements

Education
University of Pennsylvania - The Wharton School   1981 — 1983
MBA, Finance

Harvard University   1975 — 1979
AB Magna Cum Laude, Economics

Josh Spellman Josh Spellman Greater New York City Area Details
Josh Spellman's Keefe, Bruyette & Woods Experience June 2011 - August 2011
Job Executive Department Analyst, Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  2012 - Present
Keefe, Bruyette & Woods   June 2011 - August 2011
Elliott Management  May 2010 - August 2010

Education
Colgate University   2008 — 2012
BA, Economics

Stephen Attanasio Stephen Attanasio New York, New York Details
Stephen Attanasio's Keefe, Bruyette & Woods Experience May 2008 - August 2011
Job Supervising Senior Associate at Connor Group
Industry Management Consulting
Experience
Connor Group  July 2015 - Present
Connor Group  February 2014 - Present
Ernst & Young  September 2011 - January 2014
Keefe, Bruyette & Woods   May 2008 - August 2011

Skills
Bloomberg, Financial Risk, Financial Modeling, Sarbanes-Oxley Act, Bloomberg Terminal, Financial Analysis, Valuation, Equities, Corporate Finance, Investment Banking, US GAAP, Private Equity, Internal Audit, Hedge Funds, GAAP, External Audit, Banking, Accounting, Auditing, Due Diligence, Finance, Fixed Income, Enterprise Risk..., Financial Reporting, Investments, Internal Controls, Equity Research, Credit Risk, Capital Markets, Risk Management, Sarbanes-Oxley, Financial Services, Financial Accounting, Asset Management, Capital IQ, Derivatives

Education
Fordham University   2007 — 2011
Accounting & Finance

Marc Robert Pinto, CFA Marc Robert Pinto, CFA Greater New York City Area Details
Marc Robert Pinto, CFA's Keefe, Bruyette & Woods Experience 2006 - 2008
Job Fixed Income Research
Industry Financial Services
Experience
Susquehanna International Group  2010 - Present
Moody's Investors Service  2008 - 2010
Keefe, Bruyette & Woods   2006 - 2008
Merrill Lynch  1996 - 2006
Fitch Ratings  1992 - 1996

Education
Columbia University - Columbia Business School   1988 — 1991
MBA, Finance/Marketing

Trinity College-Hartford   1981 — 1985
BA, International Relations

Vicky Yu Wei Vicky Yu Wei Greater Philadelphia Area Details
Vicky Yu Wei's Keefe, Bruyette & Woods Experience September 2011 - June 2012
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
Asiya Investments   June 2013 - July 2015
Mizuho Securities Co., Ltd.   July 2012 - January 2013
Keefe, Bruyette & Woods   September 2011 - June 2012
Citi  September 2010 - August 2011
AIESEC in Ukraine   2008 - 2008

Skills
Bloomberg, Financial Modeling, Derivatives, Equity Research, Fixed Income, VBA, FX Options, Banking, Financial Reporting, Mandarin, Securities, Investment Banking, Valuation, Equities, Capital Markets, Corporate Finance, Hedge Funds, Private Equity, Emerging Markets, Financial Analysis, Equity Valuation, Financial Services, Bloomberg Terminal, Structured Products, Financial Markets

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA), Accounting and Finance

Hong Kong University of Science and Technology - School of Business and Management   2006 — 2010
Bachelor, Economics

EBS - European Business School Paris   2009 — 2009
Exchange study, Business Administration

James Rhee James Rhee Greater Boston Area Details
James Rhee's Keefe, Bruyette & Woods Experience March 2006 - April 2008
Job Equity Research
Industry Financial Services
Experience
MFS Investment Management  September 2008 - September 2010
Keefe, Bruyette & Woods   March 2006 - April 2008
Advest  November 2004 - February 2006

Education
Columbia Engineering   2000 — 2004
B.S.

Jamie Fowler Jamie Fowler Greenwich, Connecticut Details
Jamie Fowler's Keefe, Bruyette & Woods Experience June 2009 - August 2009
Job Portfolio Management Analyst at Carrington Capital Management
Industry Financial Services
Experience
Carrington Capital Management  April 2013 - Present
FactSet Research Systems  September 2011 - April 2013
Bonds.com  June 2010 - August 2010
Keefe, Bruyette & Woods   June 2009 - August 2009

Skills
Microsoft Excel, Product Development, Data Analysis, Portfolio Management, Microsoft Office, Financial Modeling, Hedge Funds, Research, Financial Analysis, Valuation, Intex Desktop, Bloomberg Terminal, Microsoft SQL Server

Education
Amherst College   2007 — 2011
BA, Political Science

NYU in Madrid   2009 — 2009

Brunswick School   1994 — 2007

Sheila K. McGrath Sheila K. McGrath Greater New York City Area Details
Sheila K. McGrath's Keefe, Bruyette & Woods Experience April 2007 - September 2012
Job Managing Director at Evercore Partners
Industry Research
Experience
Evercore Partners  September 2012 - Present
Keefe, Bruyette & Woods   April 2007 - September 2012

Education
Lafayette College
AB, Economics

Rutgers, The State University of New Jersey-Newark
MBA, Finance and Real Estate

Philip Mabry Philip Mabry New York, New York Details
Philip Mabry's Keefe, Bruyette & Woods Experience June 2010 - August 2010
Job Client Success Manager at Grovo
Industry Internet
Experience
KBW  August 2012 - January 2015
Avenue Bank  June 2011 - August 2012
Watermark Advisors   February 2011 - April 2011
Keefe, Bruyette & Woods   June 2010 - August 2010
McGuireWoods LLP  June 2009 - July 2009
3north  July 2008 - July 2008
Virginia Center for Architecure   June 2008 - July 2008

Skills
Valuation, Equities, Capital Markets, Bloomberg, Credit, Financial Analysis, Loans, Accounting, Microsoft Office

Education
Furman University   2007 — 2011
BS

CIMBA   2009 — 2009

The Collegiate School   1995 — 2007

William S. Korkos William S. Korkos Greater New York City Area Details
William S. Korkos's Keefe, Bruyette & Woods Experience November 2005 - September 2010
Job •IT Infrastructure Engineer at Tweedy, Browne Company LLC
Industry Financial Services
Experience
Tweedy, Browne Company LLC   December 2010 - Present
Keefe, Bruyette & Woods   November 2005 - September 2010
Keefe, Bruyette & Woods   March 2002 - November 2005

Skills
Disaster Recovery, Vendor Management, Data Center, Cisco Technologies, IT Infrastructure..., Active Directory, Citrix, Windows OS, Windows Server, Cisco Wireless, Replication, Technical Support, Blackberry Enterprise..., Network Monitoring Tools, IT Audit, Mobile Device Management, WLAN, Aironet, Virtualization, Virtual Desktop..., ITIL, Business Continuity, Troubleshooting, Firewalls, Microsoft Exchange, System Deployment, VMware, Networking, IT Management, Infrastructure, DNS, VPN, WAN, DHCP, HP, Checkpoint

Education
Fordham University   1996 — 2001
BS, Computer Information Systems, Double Minor: Business & Economics

John Epley John Epley Richmond, Virginia Details
John Epley's Keefe, Bruyette & Woods Experience 2009 - 2011
Job Partner at River City Corp
Industry Logistics and Supply Chain
Experience
River City Corp   2015 - Present
Basin Holdings  2012 - 2015
Keefe, Bruyette & Woods   2009 - 2011
Wachovia Securities LLC  2007 - 2009

Skills
Valuation, Private Equity

Education
Columbia University - Columbia Business School
MBA

Harvard University
Bachelors

Kelly Motta Kelly Motta Greater New York City Area Details
Kelly Motta's Keefe, Bruyette & Woods Experience February 2011 - Present
Job Assistant Vice President, Equity Research at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods   February 2011 - Present
Coleman Research Group  September 2010 - January 2011

Skills
Equities, Valuation

Education
Colgate University   2006 — 2010
Mathematical Economics

Kristin Eddy Kristin Eddy Greater New York City Area Details
Kristin Eddy's Keefe, Bruyette & Woods Experience September 2008 - June 2013
Job Supervisory Analyst
Industry Financial Services
Experience
Keefe, Bruyette & Woods   September 2008 - June 2013
Lehman Brothers  August 2003 - September 2008
Morgan Stanley  March 2000 - November 2002
Micronomics, Inc.   August 1997 - February 2000

Skills
Equities, Equity Research, Capital Markets, Hedge Funds, Emerging Markets, Bloomberg, Series 7, Fixed Income, Investment Banking, Valuation, Start-ups

Education
Georgetown University   1993 — 1997
BA, Economics

Beau Kretzman Beau Kretzman New York, New York Details
Beau Kretzman's Keefe, Bruyette & Woods Experience June 2006 - May 2015
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore  May 2015 - Present
Keefe, Bruyette & Woods   June 2006 - May 2015
Optum  2003 - 2003

Skills
Investment Banking, Valuation, Capital Markets, Equities, Financial Modeling, Bloomberg, Private Placements, Equity Capital Markets, Corporate Finance, Fixed Income, Equity Valuation, Mergers, Securities, Due Diligence

Education
Amherst College   2001 — 2005
Bachelor of Arts (B.A.), Psychology

Edina

Simon Gutierrez Simon Gutierrez Greater New York City Area Details
Simon Gutierrez's Keefe, Bruyette & Woods Experience September 2009 - June 2010
Job
Industry Accounting
Experience
Banco Popular North America  September 2010 - June 2011
Keefe, Bruyette & Woods   September 2009 - June 2010

Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Reporting, Banking, Auditing, Budgets, Finance, Valuation, Customer Service, English, Due Diligence, Research, Windows

Education
College of the Holy Cross   2011 — 2015
Bachelor's degree, Accounting

Cristo Rey New York High School

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