Keefe, Bruyette & Woods
Industry: Investment banking company
DescriptionKeefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector. Parent organization: Stifel Headquarters: New York City, NY Founded: 1962 Number of employees: 585 (2010) Key people: Thomas B. Michaud, Andrew M. Senchak Subsidiaries: Keefe Bruyette & Woods Ltd,
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Keefe, Bruyette & Woods Employees
Employee
Years
Job
Industry
Michael D'Alessio Michael D'Alessio's Keefe, Bruyette & Woods Experience May 2012 - May 2012
Job Investment Banking Summer Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company June 2015 - August 2015
Apollo Global Management LLC June 2014 - August 2014
University of Michigan Men's Lacrosse Team September 2012 - May 2014
Assured Guaranty May 2013 - July 2013
Michael Paul Enterprises LLC June 2012 - August 2012
Keefe, Bruyette & Woods May 2012 - May 2012
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Emphasis in Finance and Accounting
University of Michigan 2012 — 2016
Minor in Mathematics with focus in Actuarial and Financial Applications
The Hackley School 2008 — 2012
High School Diploma, Honors in Mathematics
Moelis & Company June 2015 - August 2015
Apollo Global Management LLC June 2014 - August 2014
University of Michigan Men's Lacrosse Team September 2012 - May 2014
Assured Guaranty May 2013 - July 2013
Michael Paul Enterprises LLC June 2012 - August 2012
Keefe, Bruyette & Woods May 2012 - May 2012
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Emphasis in Finance and Accounting
University of Michigan 2012 — 2016
Minor in Mathematics with focus in Actuarial and Financial Applications
The Hackley School 2008 — 2012
High School Diploma, Honors in Mathematics
Kristen Mrdjanov Kristen Mrdjanov's Keefe, Bruyette & Woods Experience November 2010 - May 2013
Job Human Resources Manager at Consolidated Trading
Industry Human Resources
Experience
Consolidated Trading May 2013 - Present
Keefe, Bruyette & Woods November 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Fundraising, Research, Microsoft Word, Event Planning, Microsoft Office, Employee Relations, Recruiting, Public Speaking, Administrative..., Outlook, Marketing, Training, Office Management, Time Management, Human Resources, Access, Customer Service, Blogging, Management, Data Analysis, Social Networking, Leadership, Onboarding, Coaching, Organizational..., Leadership Development, Interviews
Education
Penn State University 2011 — 2013
Master of Science (MS), Human Resources Management and Employment Relations (HRER)
Tremont High School
Tremont High School
University of Illinois at Chicago
BA, Double Major in English and Education
Consolidated Trading May 2013 - Present
Keefe, Bruyette & Woods November 2010 - May 2013
Skills
PowerPoint, Microsoft Excel, Fundraising, Research, Microsoft Word, Event Planning, Microsoft Office, Employee Relations, Recruiting, Public Speaking, Administrative..., Outlook, Marketing, Training, Office Management, Time Management, Human Resources, Access, Customer Service, Blogging, Management, Data Analysis, Social Networking, Leadership, Onboarding, Coaching, Organizational..., Leadership Development, Interviews
Education
Penn State University 2011 — 2013
Master of Science (MS), Human Resources Management and Employment Relations (HRER)
Tremont High School
Tremont High School
University of Illinois at Chicago
BA, Double Major in English and Education
Lou DiPalma's Keefe, Bruyette & Woods Experience 2002 - 2004
Job Loan Sale Advisor, Portfolio Sale Advisor
Industry Financial Services
Experience
Garnet Capital Advisors 2004 - Present
Keefe, Bruyette & Woods 2002 - 2004
Cohane Rafferty Securities 1986 - 2002
Coverbind 1985 - 1986
Skills
Loan Portfolio Sales, Loan Portfolio Analysis, Whole Loan Sales, Financial Modeling, Commercial Loan Sales, Credit Card Debt Sales, Charge-Off Sales, Residential Mortgage..., Distressed Debt, Loan Sales, Portfolio Management, Sales, Loans, Credit Card Debt, Valuation, Mortgage Lending, Finance, Financial Analysis, Management, Financial Services, Analysis, Credit, Financial Structuring, Structured Finance, Asset Management, Due Diligence, Investment Banking, Credit Analysis, Commercial Real Estate, Capital Markets, Private Equity, Investments, Executive Management, Loan Origination, Banking, Risk Management, Credit Risk, Underwriting
Education
American Institute of Banking 1998 — 2000
Master's degree, Banking
Saint Lawrence University 1976 — 1980
Bachelor of Science, Biology
Garnet Capital Advisors 2004 - Present
Keefe, Bruyette & Woods 2002 - 2004
Cohane Rafferty Securities 1986 - 2002
Coverbind 1985 - 1986
Skills
Loan Portfolio Sales, Loan Portfolio Analysis, Whole Loan Sales, Financial Modeling, Commercial Loan Sales, Credit Card Debt Sales, Charge-Off Sales, Residential Mortgage..., Distressed Debt, Loan Sales, Portfolio Management, Sales, Loans, Credit Card Debt, Valuation, Mortgage Lending, Finance, Financial Analysis, Management, Financial Services, Analysis, Credit, Financial Structuring, Structured Finance, Asset Management, Due Diligence, Investment Banking, Credit Analysis, Commercial Real Estate, Capital Markets, Private Equity, Investments, Executive Management, Loan Origination, Banking, Risk Management, Credit Risk, Underwriting
Education
American Institute of Banking 1998 — 2000
Master's degree, Banking
Saint Lawrence University 1976 — 1980
Bachelor of Science, Biology
Michelle (Shelby) Beierle's Keefe, Bruyette & Woods Experience November 2006 - April 2007
Job Chief Operating Officer at Taste Savant
Industry Consumer Services
Experience
Taste Savant May 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago May 2013 - Present
Self-Employed April 2012 - Present
Taste Savant July 2012 - April 2014
BabbaCo LLC August 2011 - April 2012
Advanced Equities August 2010 - July 2011
The Northern Trust Company March 2009 - August 2010
Cantor Fitzgerald March 2008 - December 2008
Cantor Fitzgerald & Co April 2007 - March 2008
Keefe, Bruyette & Woods November 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Bloomberg, Equities, Fixed Income, Equity Research, Capital Markets, Due Diligence, Financial Analysis, Investment Banking, Asset Managment, Private Equity, Investments, Series 7, Alternative Investments, Derivatives, Corporate Finance, Options, Securities, Portfolio Management, Venture Capital, Trading
Education
Tulane University 2002 — 2006
BSM, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance
Taste Savant May 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago May 2013 - Present
Self-Employed April 2012 - Present
Taste Savant July 2012 - April 2014
BabbaCo LLC August 2011 - April 2012
Advanced Equities August 2010 - July 2011
The Northern Trust Company March 2009 - August 2010
Cantor Fitzgerald March 2008 - December 2008
Cantor Fitzgerald & Co April 2007 - March 2008
Keefe, Bruyette & Woods November 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Bloomberg, Equities, Fixed Income, Equity Research, Capital Markets, Due Diligence, Financial Analysis, Investment Banking, Asset Managment, Private Equity, Investments, Series 7, Alternative Investments, Derivatives, Corporate Finance, Options, Securities, Portfolio Management, Venture Capital, Trading
Education
Tulane University 2002 — 2006
BSM, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance
Sean A. Thomas Sean A. Thomas's Keefe, Bruyette & Woods Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
Illinois Business Consulting September 2013 - May 2015
Keefe, Bruyette & Woods June 2014 - August 2014
Skills
Management Consulting, Financial Modeling, Corporate Finance, Financial Analysis, Data Analysis, Finance, Team Leadership, Investment Banking
Education
University of Illinois at Urbana-Champaign 2015 — 2016
Master of Accounting Science (MAS)
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS) in Accountancy, Bachelor of Science (BS) in Finance
Glenbrook North High School 2007 — 2011
Credit Suisse June 2015 - August 2015
Illinois Business Consulting September 2013 - May 2015
Keefe, Bruyette & Woods June 2014 - August 2014
Skills
Management Consulting, Financial Modeling, Corporate Finance, Financial Analysis, Data Analysis, Finance, Team Leadership, Investment Banking
Education
University of Illinois at Urbana-Champaign 2015 — 2016
Master of Accounting Science (MAS)
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS) in Accountancy, Bachelor of Science (BS) in Finance
Glenbrook North High School 2007 — 2011
Bryan Walker Bryan Walker's Keefe, Bruyette & Woods Experience May 2007 - August 2007
Job Vice President at TPG Special Situations Partners
Industry Venture Capital & Private Equity
Experience
TPG Special Situations Partners July 2012 - Present
Lightyear Capital July 2010 - June 2012
Bank of America Merrill Lynch June 2008 - July 2010
Keefe, Bruyette & Woods May 2007 - August 2007
JD Power and Associates May 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
TPG Special Situations Partners July 2012 - Present
Lightyear Capital July 2010 - June 2012
Bank of America Merrill Lynch June 2008 - July 2010
Keefe, Bruyette & Woods May 2007 - August 2007
JD Power and Associates May 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Conor O'Brien Conor O'Brien's Keefe, Bruyette & Woods Experience May 2008 - August 2008
Job Equipment Financing (Retail East Coast) at Winthrop Resources
Industry Financial Services
Experience
Winthrop Resources June 2014 - Present
CSI Leasing 2011 - 2013
Wells Fargo Advisors February 2011 - December 2011
InterContinental Hotels Group August 2009 - October 2011
Keefe Bruyette & Woods May 2008 - August 2008
Skills
Finance, Sales, Salesforce.com, Account Management, Financial Analysis, Business Development, Solution Selling, New Business Development, SaaS, Customer Service, Strategy, Microsoft Excel, Financial Modeling, Credit Analysis, Credit Risk, Time Management, Business Planning, Sales Operations, Business Analysis, Portfolio Management, Risk Management, Microsoft Office, Banking, Strategic Financial..., Commercial Leasing, Asset Dispositions, Computer Hardware, Relationship Management, Cash Flow, Credit, Lead Generation, Project Management, Vendor Management, Retail Technology, Retail Software, Retail Network Security, Retail Industry, EFTPOS, EMV
Education
Saint Anselm College 2005 — 2009
BA, Financial Economics
Winthrop Resources June 2014 - Present
CSI Leasing 2011 - 2013
Wells Fargo Advisors February 2011 - December 2011
InterContinental Hotels Group August 2009 - October 2011
Keefe Bruyette & Woods May 2008 - August 2008
Skills
Finance, Sales, Salesforce.com, Account Management, Financial Analysis, Business Development, Solution Selling, New Business Development, SaaS, Customer Service, Strategy, Microsoft Excel, Financial Modeling, Credit Analysis, Credit Risk, Time Management, Business Planning, Sales Operations, Business Analysis, Portfolio Management, Risk Management, Microsoft Office, Banking, Strategic Financial..., Commercial Leasing, Asset Dispositions, Computer Hardware, Relationship Management, Cash Flow, Credit, Lead Generation, Project Management, Vendor Management, Retail Technology, Retail Software, Retail Network Security, Retail Industry, EFTPOS, EMV
Education
Saint Anselm College 2005 — 2009
BA, Financial Economics
Arthur Fields Arthur Fields's Keefe, Bruyette & Woods Experience 2002 - 2004
Job Director of Information Services Health Hospital Corporation
Industry Hospital & Health Care
Experience
NYC Health and Hospitals Corporation October 2014 - Present
Visiting Nurse Service of New York 2004 - January 2014
VNSNY 2004 - January 2014
Keefe Bruyette & Woods 2002 - 2004
Doubleclick 1999 - 2001
John W Henry 1998 - 2000
TUDOR INVESTMENT CORPORATION 1990 - 1994
Royal Bank of Canada 1986 - 1990
Skills
IT Management, Disaster Recovery, Active Directory, Vendor Management, IT Operations, Cisco Technologies, Troubleshooting, Integration, Data Center, Data Warehousing, Networking, Virtualization, Windows, Windows Server, SDLC, Telecommunications, IT Strategy, Security, Visio, Software Documentation, Network Security, Databases, SharePoint, Enterprise Architecture, System Administration, Microsoft SQL Server
Education
Columbia University in the City of New York 1990 — 1992
CTA certificate, Telecomunications Management
Iona College 1980 — 1984
BA, Computer Information Science
NYC Health and Hospitals Corporation October 2014 - Present
Visiting Nurse Service of New York 2004 - January 2014
VNSNY 2004 - January 2014
Keefe Bruyette & Woods 2002 - 2004
Doubleclick 1999 - 2001
John W Henry 1998 - 2000
TUDOR INVESTMENT CORPORATION 1990 - 1994
Royal Bank of Canada 1986 - 1990
Skills
IT Management, Disaster Recovery, Active Directory, Vendor Management, IT Operations, Cisco Technologies, Troubleshooting, Integration, Data Center, Data Warehousing, Networking, Virtualization, Windows, Windows Server, SDLC, Telecommunications, IT Strategy, Security, Visio, Software Documentation, Network Security, Databases, SharePoint, Enterprise Architecture, System Administration, Microsoft SQL Server
Education
Columbia University in the City of New York 1990 — 1992
CTA certificate, Telecomunications Management
Iona College 1980 — 1984
BA, Computer Information Science
Matt Higbie Matt Higbie's Keefe, Bruyette & Woods Experience July 2012 - January 2014
Job Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. March 2014 - Present
Keefe, Bruyette & Woods July 2012 - January 2014
UNC Men's Lacrosse September 2008 - May 2012
Prometheus Partners June 2011 - August 2011
4OurFans, Inc. January 2010 - May 2010
Christian Camps and Conferences, Inc. June 2008 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Finance, General
Carlson Capital, L.P. March 2014 - Present
Keefe, Bruyette & Woods July 2012 - January 2014
UNC Men's Lacrosse September 2008 - May 2012
Prometheus Partners June 2011 - August 2011
4OurFans, Inc. January 2010 - May 2010
Christian Camps and Conferences, Inc. June 2008 - August 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, Finance, General
Tom Wilson, CFA Tom Wilson, CFA's Keefe, Bruyette & Woods Experience May 2000 - March 2009
Job Director Investment Banking
Industry Investment Banking
Experience
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
Alyssa De Almeida's Keefe, Bruyette & Woods Experience June 2011 - September 2011
Job Production Manager
Industry Retail
Experience
Body Time September 2011 - Present
Keefe, Bruyette & Woods June 2011 - September 2011
Nordstrom December 2007 - August 2008
Skills
Excel, PowerPoint, Word, Microsoft Office, Customer Relations, Writing, Market Research, Customer Service, Mac/PC proficient, Budgets, Sales, Leadership, Microsoft Word, Microsoft Excel, Merchandising, Retail, Forecasting, Event Planning, Purchasing
Education
University of Arizona 2007 — 2011
Bachelor's of Arts, Elementary Education
Body Time September 2011 - Present
Keefe, Bruyette & Woods June 2011 - September 2011
Nordstrom December 2007 - August 2008
Skills
Excel, PowerPoint, Word, Microsoft Office, Customer Relations, Writing, Market Research, Customer Service, Mac/PC proficient, Budgets, Sales, Leadership, Microsoft Word, Microsoft Excel, Merchandising, Retail, Forecasting, Event Planning, Purchasing
Education
University of Arizona 2007 — 2011
Bachelor's of Arts, Elementary Education
Dave Baker, PMP Dave Baker, PMP's Keefe, Bruyette & Woods Experience July 2007 - December 2011
Job PMO Analyst at Becton Dickinson
Industry Information Technology and Services
Experience
Becton Dickinson March 2015 - Present
Unilever April 2013 - December 2014
Citi April 2012 - March 2013
Keefe, Bruyette & Woods July 2007 - December 2011
Saint Barnabas Health Care System 1999 - 2007
Hackensack University Medical Center 1998 - 1999
Wakefern Food Corporation (ShopRite) 1997 - 1998
Scudder, Stevens & Clark, Inc. 1989 - 1997
Skills
Project Planning, Project Finance, Project Coordination, PMO, SDLC, Budget Management, Cost Control, Project Portfolio..., Technical Writing, Business Writing, Presentation Preparation, Risk Management, Management Collaboration, Building Relationships, Coaching, Mentoring, Operational Efficiency, Vendor Management, Microsoft Office, Change Management, Business Analysis, Market Data, Orientation, Contract Management, Newsletter Writing, Dashboards, Policies and Procedures, Trading Systems, Project Management, Budgets, Dashboard, Business Process..., Business Process..., Management Consulting, Strategy, CRM, Consulting, Cross-functional Team..., MS Project, New Hire Orientations, Newsletters, PMP, Process Improvement, Microsoft Project
Education
Ramapo College of New Jersey
Project Management Certificate
Thomas Edison State College
BSBA, Business Administration
Chubb Institute
Diploma, Computer Science
Becton Dickinson March 2015 - Present
Unilever April 2013 - December 2014
Citi April 2012 - March 2013
Keefe, Bruyette & Woods July 2007 - December 2011
Saint Barnabas Health Care System 1999 - 2007
Hackensack University Medical Center 1998 - 1999
Wakefern Food Corporation (ShopRite) 1997 - 1998
Scudder, Stevens & Clark, Inc. 1989 - 1997
Skills
Project Planning, Project Finance, Project Coordination, PMO, SDLC, Budget Management, Cost Control, Project Portfolio..., Technical Writing, Business Writing, Presentation Preparation, Risk Management, Management Collaboration, Building Relationships, Coaching, Mentoring, Operational Efficiency, Vendor Management, Microsoft Office, Change Management, Business Analysis, Market Data, Orientation, Contract Management, Newsletter Writing, Dashboards, Policies and Procedures, Trading Systems, Project Management, Budgets, Dashboard, Business Process..., Business Process..., Management Consulting, Strategy, CRM, Consulting, Cross-functional Team..., MS Project, New Hire Orientations, Newsletters, PMP, Process Improvement, Microsoft Project
Education
Ramapo College of New Jersey
Project Management Certificate
Thomas Edison State College
BSBA, Business Administration
Chubb Institute
Diploma, Computer Science
Glen Manna, CFA Glen Manna, CFA's Keefe, Bruyette & Woods Experience April 2013 - Present
Job Equity Analyst
Industry Investment Management
Experience
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
Keefe, Bruyette & Woods April 2013 - Present
Eagle Asset Management October 2008 - January 2010
Lehman Brothers August 2008 - October 2008
Bear Stearns June 2004 - August 2008
Smith Barney March 2003 - May 2003
Banc of America Securities October 2000 - March 2003
PaineWebber September 1999 - September 2000
Skills
Equity Research, Portfolio Management, Investments, Stock Picking, Financial Analysis, Financial Modeling, Valuation, Financial Sector, Industrial Sector, Accounting, Taxation, Securities, Finance, Financial Services, Investment Strategies, Asset Management
Education
Seton Hall University 1998 — 2002
MBA, Finance, GPA: 3.69
Seton Hall University 1994 — 1996
MS, Taxation, GPA: 3.50
Seton Hall University 1989 — 1993
BS, Accounting, GPA: 3.45
Kelly Tidwell Kelly Tidwell's Keefe, Bruyette & Woods Experience May 2011 - January 2012
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Keefe, Bruyette & Woods May 2011 - January 2012
OppenheimerFunds June 2010 - August 2010
Invesco Ltd. 2009 - 2009
Skills
Financial Analysis, Bloomberg, Series 7, Valuation, Portfolio Management, Series 63, Capital IQ, Investment Banking, Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Banking
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Finance, Spanish
SunTrust Robinson Humphrey June 2014 - Present
SunTrust Robinson Humphrey January 2012 - June 2014
Keefe, Bruyette & Woods May 2011 - January 2012
OppenheimerFunds June 2010 - August 2010
Invesco Ltd. 2009 - 2009
Skills
Financial Analysis, Bloomberg, Series 7, Valuation, Portfolio Management, Series 63, Capital IQ, Investment Banking, Financial Modeling, Investments, Asset Management, Mergers & Acquisitions, Banking
Education
University of Richmond 2007 — 2011
Bachelor of Science (B.S.), Finance, Spanish
Michael Bokoff, CFA Michael Bokoff, CFA's Keefe, Bruyette & Woods Experience June 2010 - October 2011
Job Associate Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Stan Antas Stan Antas's Keefe, Bruyette & Woods Experience April 2010 - January 2011
Job
Industry Financial Services
Experience
First New York Securities February 2011 - November 2011
Keefe Bruyette & Woods April 2010 - January 2011
Kellorg Partners October 2009 - April 2010
Ramius May 2007 - October 2008
CLARINBRIDGE CAPITAL February 2006 - April 2007
Credit Suisse July 2002 - February 2006
Skills
Investments, Equities, Hedge Funds, Fixed Income, Mergers & Acquisitions, Management, Capital Markets, Arbitrage, Portfolio Management, Asset Management, Investment Banking, Alternative Investments, Financial Modeling, Valuation, Trading
Education
The Univiersity of Texas 1992 — 1993
MBA
Ambassador University
Ambassador University
First New York Securities February 2011 - November 2011
Keefe Bruyette & Woods April 2010 - January 2011
Kellorg Partners October 2009 - April 2010
Ramius May 2007 - October 2008
CLARINBRIDGE CAPITAL February 2006 - April 2007
Credit Suisse July 2002 - February 2006
Skills
Investments, Equities, Hedge Funds, Fixed Income, Mergers & Acquisitions, Management, Capital Markets, Arbitrage, Portfolio Management, Asset Management, Investment Banking, Alternative Investments, Financial Modeling, Valuation, Trading
Education
The Univiersity of Texas 1992 — 1993
MBA
Ambassador University
Ambassador University
Colleen Smith's Keefe, Bruyette & Woods Experience February 2010 - Present
Job Equity Trading at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods February 2010 - Present
Deutsche Bank July 2008 - February 2010
Chanin Capital Partners August 2006 - June 2008
Deutsche Bank Securities June 2004 - July 2006
Skills
Investment Banking, Bloomberg, Series 7, Equities, Hedge Funds, Capital Markets, Series 63, Fixed Income, Due Diligence, Finance, Banking, FINRA, Financial Modeling, Valuation, Financial Analysis, ETFs, Portfolio Management, Equity Research, Investments, Corporate Finance, Derivatives, Alternative Investments, Trading, Equity Trading, Emerging Markets, Private Equity, Securities, Financial Markets
Education
Saint Bonaventure University 2000 — 2004
Bachelor of Business Administration, Finance
Keefe, Bruyette & Woods February 2010 - Present
Deutsche Bank July 2008 - February 2010
Chanin Capital Partners August 2006 - June 2008
Deutsche Bank Securities June 2004 - July 2006
Skills
Investment Banking, Bloomberg, Series 7, Equities, Hedge Funds, Capital Markets, Series 63, Fixed Income, Due Diligence, Finance, Banking, FINRA, Financial Modeling, Valuation, Financial Analysis, ETFs, Portfolio Management, Equity Research, Investments, Corporate Finance, Derivatives, Alternative Investments, Trading, Equity Trading, Emerging Markets, Private Equity, Securities, Financial Markets
Education
Saint Bonaventure University 2000 — 2004
Bachelor of Business Administration, Finance
Towaki Komatsu Towaki Komatsu's Keefe, Bruyette & Woods Experience July 2009 - August 2009
Job Desktop Support Engineer at RBC
Industry Information Technology and Services
Experience
RBC December 2014 - April 2015
Bank of America May 2014 - November 2014
InfoHedge Technologies LLC January 2014 - March 2014
Hewlett-Packard September 2013 - December 2013
Deutsche Bank September 2012 - September 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - September 2012
Credit Suisse January 2012 - April 2012
Hitachi America, Ltd. February 2011 - February 2011
MarketAxess May 2010 - October 2010
Keefe, Bruyette & Woods July 2009 - August 2009
Skills
Active Directory, BMC Remedy, Blackberry, Blackberry Enterprise..., Citrix, Data Center, Disaster Recovery, Help Desk Support, Laptops, Market Data, Printers, SharePoint, System Administration, Technical Support, Troubleshooting, VBA, Windows 7, Microsoft Exchange, Networking, Security
Education
University of Miami 1991 — 1993
Political Science
RBC December 2014 - April 2015
Bank of America May 2014 - November 2014
InfoHedge Technologies LLC January 2014 - March 2014
Hewlett-Packard September 2013 - December 2013
Deutsche Bank September 2012 - September 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - September 2012
Credit Suisse January 2012 - April 2012
Hitachi America, Ltd. February 2011 - February 2011
MarketAxess May 2010 - October 2010
Keefe, Bruyette & Woods July 2009 - August 2009
Skills
Active Directory, BMC Remedy, Blackberry, Blackberry Enterprise..., Citrix, Data Center, Disaster Recovery, Help Desk Support, Laptops, Market Data, Printers, SharePoint, System Administration, Technical Support, Troubleshooting, VBA, Windows 7, Microsoft Exchange, Networking, Security
Education
University of Miami 1991 — 1993
Political Science
Clayton Kunz's Keefe, Bruyette & Woods Experience 2002 - 2005
Job SVP, Strategy at Wells Fargo
Industry Internet
Experience
Wells Fargo December 2012 - Present
PayPal January 2010 - November 2012
eBay 2005 - 2009
Keefe Bruyette & Woods 2002 - 2005
Accenture June 2001 - August 2001
Arthur Andersen 1998 - 2000
Skills
Product Management, Analytics, Strategy, Product Marketing, Customer Insight, Finance, Portfolio Management, Customer Support, Cross-functional Team..., Valuation, Competitive Analysis, Segmentation, Product Planning, Strategic Partnerships, Product Launch, Pricing, Financial Modeling, E-commerce, Pricing Strategy, Go-to-market Strategy, Marketing, Mergers & Acquisitions
Education
Connecticut College
BA, History
Cornell University - S.C. Johnson Graduate School of Management
MBA
Wells Fargo December 2012 - Present
PayPal January 2010 - November 2012
eBay 2005 - 2009
Keefe Bruyette & Woods 2002 - 2005
Accenture June 2001 - August 2001
Arthur Andersen 1998 - 2000
Skills
Product Management, Analytics, Strategy, Product Marketing, Customer Insight, Finance, Portfolio Management, Customer Support, Cross-functional Team..., Valuation, Competitive Analysis, Segmentation, Product Planning, Strategic Partnerships, Product Launch, Pricing, Financial Modeling, E-commerce, Pricing Strategy, Go-to-market Strategy, Marketing, Mergers & Acquisitions
Education
Connecticut College
BA, History
Cornell University - S.C. Johnson Graduate School of Management
MBA
Wilson Murphy Wilson Murphy's Keefe, Bruyette & Woods Experience October 2010 - August 2012
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
J.P. Morgan November 2012 - March 2014
Keefe Bruyette & Woods October 2010 - August 2012
Baron Capital April 2008 - October 2010
TransPerfect Translations May 2007 - April 2008
Skills
New Business Development, Series 7, Market Research, Business Development, Investments, Financial Analysis, Fixed Income, Equities
Education
Elon University 2003 — 2007
Bachelor of Arts (BA), International/Global Studies
Fundacion Ortega y Gasset 2006 — 2006
Morgan Stanley March 2014 - Present
J.P. Morgan November 2012 - March 2014
Keefe Bruyette & Woods October 2010 - August 2012
Baron Capital April 2008 - October 2010
TransPerfect Translations May 2007 - April 2008
Skills
New Business Development, Series 7, Market Research, Business Development, Investments, Financial Analysis, Fixed Income, Equities
Education
Elon University 2003 — 2007
Bachelor of Arts (BA), International/Global Studies
Fundacion Ortega y Gasset 2006 — 2006
Nicholas Leister Nicholas Leister's Keefe, Bruyette & Woods Experience July 2009 - December 2011
Job
Industry Venture Capital & Private Equity
Experience
EDG Partners June 2014 - Present
EDG Partners, LLC January 2012 - June 2014
Keefe, Bruyette & Woods July 2009 - December 2011
GE Capital May 2008 - August 2008
JPMorgan May 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Finance and Economics
University of Maryland College Park 2005 — 2009
BS, Finance and Economics
EDG Partners June 2014 - Present
EDG Partners, LLC January 2012 - June 2014
Keefe, Bruyette & Woods July 2009 - December 2011
GE Capital May 2008 - August 2008
JPMorgan May 2007 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
BS, Finance and Economics
University of Maryland College Park 2005 — 2009
BS, Finance and Economics
Brian Lau's Keefe, Bruyette & Woods Experience September 2010 - September 2010
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Keefe, Bruyette & Woods September 2010 - September 2010
Wesleyan University May 2010 - August 2010
China Fortune Group Ltd. June 2009 - August 2009
Skills
Stata, Financial Modeling, Economics, Valuation, Quantitative Analytics, Investment Banking, Econometrics, Data Analysis, Financial Analysis, Research, Chinese, Statistics, Corporate Finance, Equities
Education
Wesleyan University 2008 — 2012
Bachelor of Arts, Mathematics-Economics and Psychology
The London School of Economics and Political Science (LSE) 2010 — 2010
General Course, Economics
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Keefe, Bruyette & Woods September 2010 - September 2010
Wesleyan University May 2010 - August 2010
China Fortune Group Ltd. June 2009 - August 2009
Skills
Stata, Financial Modeling, Economics, Valuation, Quantitative Analytics, Investment Banking, Econometrics, Data Analysis, Financial Analysis, Research, Chinese, Statistics, Corporate Finance, Equities
Education
Wesleyan University 2008 — 2012
Bachelor of Arts, Mathematics-Economics and Psychology
The London School of Economics and Political Science (LSE) 2010 — 2010
General Course, Economics
Brennin Kroog Brennin Kroog's Keefe, Bruyette & Woods Experience November 2010 - May 2013
Job Investment Banking Associate at Lazard
Industry Banking
Experience
Lazard 2013 - Present
Keefe, Bruyette & Woods November 2010 - May 2013
Barclays June 2010 - August 2010
Northwestern Mutual January 2006 - January 2010
Education
Yale University 2009 — 2014
MBA, Finance & Strategy
Saint Joseph's College 2005 — 2009
BS/BA, Finance/Economics, Minor - History
Lazard 2013 - Present
Keefe, Bruyette & Woods November 2010 - May 2013
Barclays June 2010 - August 2010
Northwestern Mutual January 2006 - January 2010
Education
Yale University 2009 — 2014
MBA, Finance & Strategy
Saint Joseph's College 2005 — 2009
BS/BA, Finance/Economics, Minor - History
Thomas McCandless, CFA Thomas McCandless, CFA's Keefe, Bruyette & Woods Experience 2001 - 2003
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
TDM Investment Services 2006 - 2009
Deutsche Bank Securities 2003 - 2005
Keefe, Bruyette & Woods 2001 - 2003
CIBC World Markets 1998 - 2001
NatWest Markets 1996 - 1997
Paine Webber 1993 - 1995
Goldman Sachs 1989 - 1993
Education
University of North Texas 1981 — 1982
MBA, Finance, Economics
Texas Wesleyan University 1978 — 1980
BBA, Management, Economics
Anthony Cannizzaro Anthony Cannizzaro's Keefe, Bruyette & Woods Experience July 2006 - June 2010
Job Assistant Professor, CUA School of Business & Economics
Industry Higher Education
Experience
The Catholic University of America May 2015 - Present
George Washington University School of Business June 2010 - May 2015
Keefe, Bruyette & Woods July 2006 - June 2010
The Ohio State University, Office of the President 2003 - 2006
Skills
Financial Modeling, Corporate Governance, International Finance, International Business, Banking, Research, Business Strategy, Mergers, Statistics, Capital Management, Equity Valuation, Corporate Finance, Excel, Mergers & Acquisitions, Economics, Portfolio Management, Quantitative Analytics, Econometrics, Stata, Data Analysis, Investment Banking, Microsoft Excel, Valuation, Strategy, Financial Analysis, Quantitative Research
Education
The George Washington University - School of Business 2010 — 2014
Doctorate of Philosophy, International Business
The Ohio State University - The Max M. Fisher College of Business 2001 — 2006
BSBA, International Business and Finance
The Catholic University of America May 2015 - Present
George Washington University School of Business June 2010 - May 2015
Keefe, Bruyette & Woods July 2006 - June 2010
The Ohio State University, Office of the President 2003 - 2006
Skills
Financial Modeling, Corporate Governance, International Finance, International Business, Banking, Research, Business Strategy, Mergers, Statistics, Capital Management, Equity Valuation, Corporate Finance, Excel, Mergers & Acquisitions, Economics, Portfolio Management, Quantitative Analytics, Econometrics, Stata, Data Analysis, Investment Banking, Microsoft Excel, Valuation, Strategy, Financial Analysis, Quantitative Research
Education
The George Washington University - School of Business 2010 — 2014
Doctorate of Philosophy, International Business
The Ohio State University - The Max M. Fisher College of Business 2001 — 2006
BSBA, International Business and Finance
Michele Eskow Michele Eskow's Keefe, Bruyette & Woods Experience April 2005 - December 2012
Job International Equity Sales Trader at Keefe, Bruyette & Woods, Senior VP
Industry Financial Services
Experience
Keefe, Bruyette & Woods April 2005 - December 2012
Citi January 2003 - April 2005
Skills
Canadian Securities..., Series 7, Series 63, Series 55, Securities, Bloomberg, Equity Trading, FINRA, Hedge Funds
Education
University of Delaware 1998 — 2001
BS, Finance, Economics
Keefe, Bruyette & Woods April 2005 - December 2012
Citi January 2003 - April 2005
Skills
Canadian Securities..., Series 7, Series 63, Series 55, Securities, Bloomberg, Equity Trading, FINRA, Hedge Funds
Education
University of Delaware 1998 — 2001
BS, Finance, Economics
Emmett Daly Emmett Daly's Keefe, Bruyette & Woods Experience 1987 - 1999
Job Partner at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2003 - Present
Merrill Lynch 2000 - 2003
Keefe Bruyette & Woods 1987 - 1999
Education
University of North Carolina at Chapel Hill 1985 — 1987
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Economics
Sandler O'Neill & Partners, L.P. 2003 - Present
Merrill Lynch 2000 - 2003
Keefe Bruyette & Woods 1987 - 1999
Education
University of North Carolina at Chapel Hill 1985 — 1987
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Economics
Peter Kushnir Peter Kushnir's Keefe, Bruyette & Woods Experience 2003 - Present
Job Equities Market Data Specialist at KBW
Industry Investment Banking
Experience
Keefe, Bruyette & Woods 2003 - Present
DLJ 1998 - 2003
Morgan Stanley IED 1997 - 1999
Morgan Stanley 1997 - 1998
Bankers Trust 1994 - 1997
Education
Rutgers University-New Brunswick 1990 — 1993
Bachelors, History
Devry Tech 1990 — 1991
Keefe, Bruyette & Woods 2003 - Present
DLJ 1998 - 2003
Morgan Stanley IED 1997 - 1999
Morgan Stanley 1997 - 1998
Bankers Trust 1994 - 1997
Education
Rutgers University-New Brunswick 1990 — 1993
Bachelors, History
Devry Tech 1990 — 1991
Anna Scuderi's Keefe, Bruyette & Woods Experience March 2011 - May 2011
Job Sr. Analyst, Structured Finance at SunPower Corporation
Industry Renewables & Environment
Experience
SunPower Corporation September 2012 - September 2014
JP Morgan Chase June 2011 - August 2011
Keefe, Bruyette & Woods March 2011 - May 2011
University of San Francisco October 2010 - May 2011
Skills
Excel, PowerPoint, Word, Financial Analysis, Microsoft Word, Research, Microsoft Office, Financial Modeling, Analysis, Finance, Data Analysis, Corporate Finance, Financial Reporting, Economics, Accounting, Microsoft Excel
Education
University of San Francisco
B.S., Business Administration, Finance, 3.96/4 GPA
SunPower Corporation September 2012 - September 2014
JP Morgan Chase June 2011 - August 2011
Keefe, Bruyette & Woods March 2011 - May 2011
University of San Francisco October 2010 - May 2011
Skills
Excel, PowerPoint, Word, Financial Analysis, Microsoft Word, Research, Microsoft Office, Financial Modeling, Analysis, Finance, Data Analysis, Corporate Finance, Financial Reporting, Economics, Accounting, Microsoft Excel
Education
University of San Francisco
B.S., Business Administration, Finance, 3.96/4 GPA
Doug Malfar Doug Malfar's Keefe, Bruyette & Woods Experience August 2014 - Present
Job Investment Banking Analyst at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods August 2014 - Present
TransMarket Group, L.L.C. July 2013 - August 2013
Financial Immunities June 2012 - August 2012
New Trier High School District June 2011 - July 2011
Skills
Bloomberg, Hedging, Foreign Exchange Risk..., Private Equity, Financial Modeling, Valuation, Foreign Exchange, Corporate Finance, Investments, Financial Analysis, Trading, Capital Markets, Economics, Bloomberg Terminal, VBA, Finance, Risk Management, Microsoft Excel, FX Options, Accounting, Data Analysis, Financial Statement..., Equities, Capital IQ, DCF, Due Diligence, Investment Banking, Options Strategies
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Finance, General, 3.54 / 4.00
Tsinghua University 2013 — 2013
Bachelor's degree, Finance, General, 4.0 / 4.0
Keefe, Bruyette & Woods August 2014 - Present
TransMarket Group, L.L.C. July 2013 - August 2013
Financial Immunities June 2012 - August 2012
New Trier High School District June 2011 - July 2011
Skills
Bloomberg, Hedging, Foreign Exchange Risk..., Private Equity, Financial Modeling, Valuation, Foreign Exchange, Corporate Finance, Investments, Financial Analysis, Trading, Capital Markets, Economics, Bloomberg Terminal, VBA, Finance, Risk Management, Microsoft Excel, FX Options, Accounting, Data Analysis, Financial Statement..., Equities, Capital IQ, DCF, Due Diligence, Investment Banking, Options Strategies
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's degree, Finance, General, 3.54 / 4.00
Tsinghua University 2013 — 2013
Bachelor's degree, Finance, General, 4.0 / 4.0
Ryan Ledwith's Keefe, Bruyette & Woods Experience June 2010 - March 2011
Job Executive Director at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2015 - Present
Alpha Xi Building Association January 1998 - Present
Santander Realty Capital March 2011 - May 2015
The Situs Companies June 2010 - March 2011
Keefe, Bruyette & Woods June 2010 - March 2011
Corporate Risk Advisors October 2009 - May 2010
Zenta May 2007 - February 2008
Countrywide Bank, FSB 2004 - 2006
Citigroup 1998 - 2004
Salomon Brothers 1996 - 1998
Skills
Commercial Real Estate..., Real Estate Economics, Analysis, Capital Markets, Due Diligence, Credit Management, Credit Risk, Team Management, Portfolio Management, Real Estate, Valuation, Loans, Finance, Investments, Structured Finance, Mortgage Lending, Loan Origination, Underwriting, Credit, Management, Banking, Commercial Real Estate, Asset Managment, Commercial Mortgages, Risk Management
Education
Yale University - Yale School of Management 1989 — 1991
MBA, finance
University of California, Berkeley
BS, Economics
henry m. gunn sr high
JPMorgan Chase & Co. May 2015 - Present
Alpha Xi Building Association January 1998 - Present
Santander Realty Capital March 2011 - May 2015
The Situs Companies June 2010 - March 2011
Keefe, Bruyette & Woods June 2010 - March 2011
Corporate Risk Advisors October 2009 - May 2010
Zenta May 2007 - February 2008
Countrywide Bank, FSB 2004 - 2006
Citigroup 1998 - 2004
Salomon Brothers 1996 - 1998
Skills
Commercial Real Estate..., Real Estate Economics, Analysis, Capital Markets, Due Diligence, Credit Management, Credit Risk, Team Management, Portfolio Management, Real Estate, Valuation, Loans, Finance, Investments, Structured Finance, Mortgage Lending, Loan Origination, Underwriting, Credit, Management, Banking, Commercial Real Estate, Asset Managment, Commercial Mortgages, Risk Management
Education
Yale University - Yale School of Management 1989 — 1991
MBA, finance
University of California, Berkeley
BS, Economics
henry m. gunn sr high
Tanya Burnell's Keefe, Bruyette & Woods Experience 2000 - 2002
Job Director of Corporate Development at CC Industries, A Henry Crown Company
Industry Venture Capital & Private Equity
Experience
UL 2009 - 2013
Citi 2004 - 2008
Keefe, Bruyette & Woods 2000 - 2002
Skills
Strategy, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Business Strategy, Corporate Development, Cross-functional Team..., Acquisition Integration, Due Diligence, Business Development, Financial Analysis, Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA
University of Richmond - Robins School of Business
BSBA
UL 2009 - 2013
Citi 2004 - 2008
Keefe, Bruyette & Woods 2000 - 2002
Skills
Strategy, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Business Strategy, Corporate Development, Cross-functional Team..., Acquisition Integration, Due Diligence, Business Development, Financial Analysis, Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA
University of Richmond - Robins School of Business
BSBA
Jared Shaw's Keefe, Bruyette & Woods Experience July 2010 - February 2013
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2014 - Present
Piper Jaffray April 2013 - April 2014
Keefe, Bruyette & Woods July 2010 - February 2013
People's United Bank March 2008 - July 2010
Keefe, Bruyette & Woods November 2001 - March 2008
Friedman, Billings, Ramsey & Co., Inc. October 1995 - November 2001
New Hampshire Marine Patrol February 1992 - October 1995
Skills
Investment Banking, Mergers & Acquisitions, Portfolio Management, Equity Research, Capital Markets, Equities, Investments, Hedge Funds, Due Diligence, Valuation, Financial Analysis, Asset Management, Securities, Investor Relations, Bloomberg, Banking, Financial Services, Bonds, Private Equity, Trading, Finance, Alternative Investments, Financial Modeling, Strategy, Fixed Income, Corporate Finance, Financial Institutions, Analysis, Financial Markets, Equity Valuation
Education
The George Washington University 1992 — 1996
BA, International Affairs
St. Paul's School 1988 — 1992
Toin Gakuen, Yokohama, Japan 1990 — 1990
Summer Exchange Program
Wells Fargo Securities April 2014 - Present
Piper Jaffray April 2013 - April 2014
Keefe, Bruyette & Woods July 2010 - February 2013
People's United Bank March 2008 - July 2010
Keefe, Bruyette & Woods November 2001 - March 2008
Friedman, Billings, Ramsey & Co., Inc. October 1995 - November 2001
New Hampshire Marine Patrol February 1992 - October 1995
Skills
Investment Banking, Mergers & Acquisitions, Portfolio Management, Equity Research, Capital Markets, Equities, Investments, Hedge Funds, Due Diligence, Valuation, Financial Analysis, Asset Management, Securities, Investor Relations, Bloomberg, Banking, Financial Services, Bonds, Private Equity, Trading, Finance, Alternative Investments, Financial Modeling, Strategy, Fixed Income, Corporate Finance, Financial Institutions, Analysis, Financial Markets, Equity Valuation
Education
The George Washington University 1992 — 1996
BA, International Affairs
St. Paul's School 1988 — 1992
Toin Gakuen, Yokohama, Japan 1990 — 1990
Summer Exchange Program
Brian Gardner's Keefe, Bruyette & Woods Experience April 2002 - Present
Job SVP at Keefe Bruyette & Woods
Industry Financial Services
Experience
Keefe Bruyette & Woods April 2002 - Present
Fire Island Ferries May 1982 - June 2007
Schulte Roth & Zabel 1996 - 1998
Congressman Richard Baker 1995 - 1996
Congressman Rick Lazio 1993 - 1995
Skills
Capital Markets, Series 7, Hedge Funds, Bloomberg, Investment Banking, Equity Research, Financial Services, Public Policy, Alternative Investments, Securities, Equities, Valuation, Series 63, Private Equity, Fixed Income, FINRA
Education
Fordham University School of Law 1987 — 1990
Fordham University 1983 — 1987
BA, Philosophy
Chaminade High School
Keefe Bruyette & Woods April 2002 - Present
Fire Island Ferries May 1982 - June 2007
Schulte Roth & Zabel 1996 - 1998
Congressman Richard Baker 1995 - 1996
Congressman Rick Lazio 1993 - 1995
Skills
Capital Markets, Series 7, Hedge Funds, Bloomberg, Investment Banking, Equity Research, Financial Services, Public Policy, Alternative Investments, Securities, Equities, Valuation, Series 63, Private Equity, Fixed Income, FINRA
Education
Fordham University School of Law 1987 — 1990
Fordham University 1983 — 1987
BA, Philosophy
Chaminade High School
Janet Binaski's Keefe, Bruyette & Woods Experience November 2010 - Present
Job Supervisory Analyst at Keefe, Bruyette & Woods
Industry Research
Experience
Keefe, Bruyette & Woods November 2010 - Present
GC Research Ltd./Global Crown Capital, LLC November 2007 - February 2010
WR Hambrecht + Co July 2000 - October 2007
Roth Capital Partners, LLC October 1995 - August 1999
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Financial Modeling, Investments, Asset Managment, Valuation, Portfolio Management, Research, FINRA, Equity Valuation, Bloomberg, Fixed Income, Stocks
Education
University of California, Berkeley 2012 — 2013
Certificate of Completion, Professional Sequence in Editing
San Diego State University-California State University 1985 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Diego State University
Bachelor of Arts, Liberal Studies
Keefe, Bruyette & Woods November 2010 - Present
GC Research Ltd./Global Crown Capital, LLC November 2007 - February 2010
WR Hambrecht + Co July 2000 - October 2007
Roth Capital Partners, LLC October 1995 - August 1999
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Financial Modeling, Investments, Asset Managment, Valuation, Portfolio Management, Research, FINRA, Equity Valuation, Bloomberg, Fixed Income, Stocks
Education
University of California, Berkeley 2012 — 2013
Certificate of Completion, Professional Sequence in Editing
San Diego State University-California State University 1985 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
San Diego State University
Bachelor of Arts, Liberal Studies
Jason Robbie's Keefe, Bruyette & Woods Experience February 2007 - September 2013
Job Manager at NuAge Experts
Industry Information Technology and Services
Experience
NuAge Experts May 2015 - Present
CRMCulture, LLC October 2013 - April 2015
Keefe, Bruyette & Woods February 2007 - September 2013
Robert A. Stanger & Co., Inc June 2005 - January 2007
ITT VISUAL INFORMATION SOLUTIONS GmbH June 1999 - May 2005
Skills
Series 7, Capital Markets, Equities, Financial Modeling, Series 63, Hedge Funds, Financial Markets, Securities, Investment Banking, Equity Research, Salesforce.com, Financial Services, Valuation, Bloomberg, Salesforce.com..., Fixed Income, Trading, Investments, Salesforce Training, Salesforce.com Certified
Education
University of Colorado Boulder 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NuAge Experts May 2015 - Present
CRMCulture, LLC October 2013 - April 2015
Keefe, Bruyette & Woods February 2007 - September 2013
Robert A. Stanger & Co., Inc June 2005 - January 2007
ITT VISUAL INFORMATION SOLUTIONS GmbH June 1999 - May 2005
Skills
Series 7, Capital Markets, Equities, Financial Modeling, Series 63, Hedge Funds, Financial Markets, Securities, Investment Banking, Equity Research, Salesforce.com, Financial Services, Valuation, Bloomberg, Salesforce.com..., Fixed Income, Trading, Investments, Salesforce Training, Salesforce.com Certified
Education
University of Colorado Boulder 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Al Copersino's Keefe, Bruyette & Woods Experience April 2010 - October 2012
Job Senior Equity Research Analyst at Columbia Management Group
Industry Investment Management
Experience
Columbia Management Group August 2012 - Present
Keefe, Bruyette & Woods April 2010 - October 2012
First New York Securities April 2009 - April 2010
Bernard L. Madoff Investment Securities 2006 - 2008
Columbia Management Group 2001 - 2006
Citigroup Asset Management 1998 - 2001
Monitor Group 1996 - 1998
Skills
Hedge Funds, Investment Banking, Financial Services, Valuation, Equity Research, Portfolio Management, Analysis, Alternative Investments, Risk Management, Options, Financial Modeling, Investments, Securities, Private Equity, Equities, Equity Valuation, Bloomberg, Capital Markets, Mutual Funds, Insurance, Leadership, Series 7, Investment Management, Trading Systems, Trading, Emerging Markets, Asset Management, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1992 — 1996
MBA, Finance
University of Pennsylvania Law School 1992 — 1996
JD
University of Virginia 1985 — 1989
BA, Chemistry
Staples High School 1982 — 1985
Diploma
Columbia Management Group August 2012 - Present
Keefe, Bruyette & Woods April 2010 - October 2012
First New York Securities April 2009 - April 2010
Bernard L. Madoff Investment Securities 2006 - 2008
Columbia Management Group 2001 - 2006
Citigroup Asset Management 1998 - 2001
Monitor Group 1996 - 1998
Skills
Hedge Funds, Investment Banking, Financial Services, Valuation, Equity Research, Portfolio Management, Analysis, Alternative Investments, Risk Management, Options, Financial Modeling, Investments, Securities, Private Equity, Equities, Equity Valuation, Bloomberg, Capital Markets, Mutual Funds, Insurance, Leadership, Series 7, Investment Management, Trading Systems, Trading, Emerging Markets, Asset Management, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1992 — 1996
MBA, Finance
University of Pennsylvania Law School 1992 — 1996
JD
University of Virginia 1985 — 1989
BA, Chemistry
Staples High School 1982 — 1985
Diploma
Ella Haizlip's Keefe, Bruyette & Woods Experience 2006 - 2006
Job Operations at Serious Change Investments
Industry Venture Capital & Private Equity
Experience
Serious Change Investments November 2013 - Present
Craft Coffee June 2012 - June 2013
Craft Coffee May 2012 - May 2012
Ipreo July 2008 - April 2012
Edelman September 2006 - January 2007
ValueAct Capital 2007 - 2007
Keefe Bruyette & Woods 2006 - 2006
Skills
Microsoft Excel, Equities, Investor Relations, Early-stage Startups, Startup operations, Highly proficient in..., Customer Service, Fluent in written and..., Proficient in Bloomberg
Education
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), International Politics & Economics, 3.5, 4 semesters on Dean's List, 1 as College Scholar
Institut d'Etudes politiques de Paris
Programme International, 3.7
San Francisco University High School
Serious Change Investments November 2013 - Present
Craft Coffee June 2012 - June 2013
Craft Coffee May 2012 - May 2012
Ipreo July 2008 - April 2012
Edelman September 2006 - January 2007
ValueAct Capital 2007 - 2007
Keefe Bruyette & Woods 2006 - 2006
Skills
Microsoft Excel, Equities, Investor Relations, Early-stage Startups, Startup operations, Highly proficient in..., Customer Service, Fluent in written and..., Proficient in Bloomberg
Education
Middlebury College 2004 — 2008
Bachelor of Arts (B.A.), International Politics & Economics, 3.5, 4 semesters on Dean's List, 1 as College Scholar
Institut d'Etudes politiques de Paris
Programme International, 3.7
San Francisco University High School
Diane Merdian's Keefe, Bruyette & Woods Experience January 2003 - April 2008
Job Financial Executive
Industry Financial Services
Experience
Redwood Trust April 2010 - March 2012
Redwood Trust August 2008 - November 2009
Keefe, Bruyette & Woods January 2003 - April 2008
Morgan Stanley March 2000 - November 2001
Montgomery Securities July 1995 - March 2000
Smith Barney May 1994 - June 1995
Wellington Management September 1989 - April 1994
Kemper Financial Services September 1988 - August 1989
Salomon Brothers September 1984 - August 1988
Federal Reserve Bank of Kansas City June 1981 - July 1983
Education
The University of Chicago Booth School of Business 1983 — 1984
Finance
The University of Kansas 1978 — 1981
BA, Economics
Redwood Trust April 2010 - March 2012
Redwood Trust August 2008 - November 2009
Keefe, Bruyette & Woods January 2003 - April 2008
Morgan Stanley March 2000 - November 2001
Montgomery Securities July 1995 - March 2000
Smith Barney May 1994 - June 1995
Wellington Management September 1989 - April 1994
Kemper Financial Services September 1988 - August 1989
Salomon Brothers September 1984 - August 1988
Federal Reserve Bank of Kansas City June 1981 - July 1983
Education
The University of Chicago Booth School of Business 1983 — 1984
Finance
The University of Kansas 1978 — 1981
BA, Economics
Deron Wolfe's Keefe, Bruyette & Woods Experience April 2002 - Present
Job Managing Director at KBW
Industry Financial Services
Experience
Keefe Bruyette & Woods April 2002 - Present
UBS Investment Bank July 1999 - April 2002
KBW February 1996 - July 1999
Olde September 1994 - February 1996
Skills
Capital Markets, Series 63, Series 7, Corporate Finance, Equity Research, Financial Modeling, Hedge Funds
Education
Miami University 1989 — 1993
BA, Economics
Central High School of Philadelphia 1985 — 1989
Keefe Bruyette & Woods April 2002 - Present
UBS Investment Bank July 1999 - April 2002
KBW February 1996 - July 1999
Olde September 1994 - February 1996
Skills
Capital Markets, Series 63, Series 7, Corporate Finance, Equity Research, Financial Modeling, Hedge Funds
Education
Miami University 1989 — 1993
BA, Economics
Central High School of Philadelphia 1985 — 1989
Felix Revis's Keefe, Bruyette & Woods Experience March 2007 - September 2011
Job Senior SQL and Oracle Database Administrator / Architect.
Industry Computer Software
Experience
HazelTree April 2015 - Present
Angelo, Gordon & Co. January 2012 - April 2015
Keefe Bruyette & Woods March 2007 - September 2011
Merrill Lynch March 2005 - February 2007
Quadriserv Securities, Inc. July 2004 - March 2005
Alliance Capital April 2004 - July 2004
Bloomberg March 2003 - March 2004
McKinsey & Co., Inc. October 2000 - December 2001
Memorial Sloan-Kettering Cancer Center April 1998 - October 2000
NBC October 1996 - April 1998
Skills
Oracle, SQL, Architecture, Sybase, Data Warehousing, Database Design, Unix Shell Scripting, ETL, RMAN, SQL Tuning, Replication, Unix, Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, SDLC, Oracle RAC, Solaris, Performance Tuning
Education
City University of New York-Brooklyn College 1992 — 1995
MS, Computer Information Science
City University of New York-Brooklyn College 1986 — 1991
MS, Computer Information Science
HazelTree April 2015 - Present
Angelo, Gordon & Co. January 2012 - April 2015
Keefe Bruyette & Woods March 2007 - September 2011
Merrill Lynch March 2005 - February 2007
Quadriserv Securities, Inc. July 2004 - March 2005
Alliance Capital April 2004 - July 2004
Bloomberg March 2003 - March 2004
McKinsey & Co., Inc. October 2000 - December 2001
Memorial Sloan-Kettering Cancer Center April 1998 - October 2000
NBC October 1996 - April 1998
Skills
Oracle, SQL, Architecture, Sybase, Data Warehousing, Database Design, Unix Shell Scripting, ETL, RMAN, SQL Tuning, Replication, Unix, Microsoft SQL Server, Database Administration, Databases, Disaster Recovery, SDLC, Oracle RAC, Solaris, Performance Tuning
Education
City University of New York-Brooklyn College 1992 — 1995
MS, Computer Information Science
City University of New York-Brooklyn College 1986 — 1991
MS, Computer Information Science
David Attisani, CFA's Keefe, Bruyette & Woods Experience August 2010 - November 2011
Job Institutional Sales/Relationship Management
Industry Financial Services
Experience
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Catherine Randall's Keefe, Bruyette & Woods Experience July 2005 - May 2007
Job Director, Strategy & Global Business Development at VeriFone
Industry Financial Services
Experience
Verifone May 2014 - Present
Ares Management February 2013 - April 2014
Bank of America May 2007 - January 2013
Bank of America 2007 - 2011
Keefe, Bruyette & Woods July 2005 - May 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategy Formulation, Corporate Development, Deal Structuring, Transaction Execution, Investment Strategies, Portfolio Management, Financial Valuation, Investment Banking, Valuation, Equities, Capital Markets, Strategy, Finance
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Science (BS), Business Administration
Charlotte Catholic High School
Verifone May 2014 - Present
Ares Management February 2013 - April 2014
Bank of America May 2007 - January 2013
Bank of America 2007 - 2011
Keefe, Bruyette & Woods July 2005 - May 2007
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategy Formulation, Corporate Development, Deal Structuring, Transaction Execution, Investment Strategies, Portfolio Management, Financial Valuation, Investment Banking, Valuation, Equities, Capital Markets, Strategy, Finance
Education
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Science (BS), Business Administration
Charlotte Catholic High School
Denis Downing's Keefe, Bruyette & Woods Experience July 2000 - June 2001
Job Operations CFO & Controller at UTAS Windsor Locks
Industry Aviation & Aerospace
Experience
United Technologies Aerospace Services (Hamilton Sundstrand) September 2013 - Present
Sikorsky Military Systems 2011 - October 2013
United Technologies Corp November 2007 - 2011
UTC - Corporate HQ 2007 - 2011
Deloitte October 2002 - October 2007
Deloitte & Touche 2001 - 2007
Keefe, Bruyette & Woods July 2000 - June 2001
Northeast Utilities 1998 - 2000
Edward Jones February 1996 - March 1998
Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Finance, Financial Modeling, Process Improvement, Management, Analysis, US GAAP, Sarbanes-Oxley Act
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Accounting and Finance
University of Connecticut 1992 — 1995
BA, Economics and English
United Technologies Aerospace Services (Hamilton Sundstrand) September 2013 - Present
Sikorsky Military Systems 2011 - October 2013
United Technologies Corp November 2007 - 2011
UTC - Corporate HQ 2007 - 2011
Deloitte October 2002 - October 2007
Deloitte & Touche 2001 - 2007
Keefe, Bruyette & Woods July 2000 - June 2001
Northeast Utilities 1998 - 2000
Edward Jones February 1996 - March 1998
Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Finance, Financial Modeling, Process Improvement, Management, Analysis, US GAAP, Sarbanes-Oxley Act
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Accounting and Finance
University of Connecticut 1992 — 1995
BA, Economics and English
Jeff McCloskey's Keefe, Bruyette & Woods Experience April 2002 - Present
Job Senior Vice President at Keefe Bruyette & Woods
Industry Investment Banking
Experience
Keefe Bruyette & Woods April 2002 - Present
Adams Harkness and Hill 1997 - 2002
Fechtor Detwiler & Co March 1985 - August 1996
Skills
Securities, Trading, Series 7, Series 63, Mergers, Sell Side, Bloomberg, Risk, Equity Trading, Equities, Alternative Investments, Equity Research
Education
Saint Joseph's College 1979 — 1983
BA, English
Wheeler High School 1977 — 1981
Academic
Scotch Plains Fanwood High School 1976 — 1977
Academic
Keefe Bruyette & Woods April 2002 - Present
Adams Harkness and Hill 1997 - 2002
Fechtor Detwiler & Co March 1985 - August 1996
Skills
Securities, Trading, Series 7, Series 63, Mergers, Sell Side, Bloomberg, Risk, Equity Trading, Equities, Alternative Investments, Equity Research
Education
Saint Joseph's College 1979 — 1983
BA, English
Wheeler High School 1977 — 1981
Academic
Scotch Plains Fanwood High School 1976 — 1977
Academic
Irene Fan's Keefe, Bruyette & Woods Experience 2006 - 2008
Job Institutional Fixed Income Sales at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Niamh Alexander's Keefe, Bruyette & Woods Experience August 2007 - Present
Job Analyst at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods August 2007 - Present
sf 2007 - 2011
CIBC World Markets September 2003 - August 2007
Skills
Equities, Valuation
Education
University College Dublin
Accounting and Finance
Keefe, Bruyette & Woods August 2007 - Present
sf 2007 - 2011
CIBC World Markets September 2003 - August 2007
Skills
Equities, Valuation
Education
University College Dublin
Accounting and Finance
Glenn Kessler's Keefe, Bruyette & Woods Experience April 2010 - November 2013
Job Associate Director, State Tax Credits at AIG
Industry Financial Services
Experience
American International Group September 2014 - Present
HireGenics, Inc. January 2014 - September 2014
Keefe, Bruyette & Woods April 2010 - November 2013
Self Employed November 2009 - May 2010
GAMCO Investors Inc.(Affiliate of the Gabelli Mutual Funds) September 2008 - October 2009
Bear Stearns January 1987 - August 2008
Salomon Brothers January 1985 - January 1987
Arthur Andersen & Co. January 1983 - January 1985
Skills
Tax, Corporate Tax, Tax Accounting, Tax Returns, FIN 48, Internal Controls, Payroll Taxes, Accountants, Corporate Finance, Corporate Law, Finance, Financial Accounting, Financial Analysis, Financial Services, Financial Structuring, GAAP, IRS, Income Tax, Mergers, Private Equity, Sarbanes-Oxley Act, State Tax, US GAAP
Education
University at Albany, SUNY 1979 — 1983
BS, Accountancy
Syosset High School 1977 — 1979
American International Group September 2014 - Present
HireGenics, Inc. January 2014 - September 2014
Keefe, Bruyette & Woods April 2010 - November 2013
Self Employed November 2009 - May 2010
GAMCO Investors Inc.(Affiliate of the Gabelli Mutual Funds) September 2008 - October 2009
Bear Stearns January 1987 - August 2008
Salomon Brothers January 1985 - January 1987
Arthur Andersen & Co. January 1983 - January 1985
Skills
Tax, Corporate Tax, Tax Accounting, Tax Returns, FIN 48, Internal Controls, Payroll Taxes, Accountants, Corporate Finance, Corporate Law, Finance, Financial Accounting, Financial Analysis, Financial Services, Financial Structuring, GAAP, IRS, Income Tax, Mergers, Private Equity, Sarbanes-Oxley Act, State Tax, US GAAP
Education
University at Albany, SUNY 1979 — 1983
BS, Accountancy
Syosset High School 1977 — 1979
Mohan Ramanathan, CFA's Keefe, Bruyette & Woods Experience July 2010 - November 2011
Job Senior Financial Services Executive
Industry Financial Services
Experience
Keefe, Bruyette & Woods July 2010 - November 2011
Merrill Lynch April 2000 - March 2010
Education
University of Illinois at Urbana-Champaign - College of Business
Keefe, Bruyette & Woods July 2010 - November 2011
Merrill Lynch April 2000 - March 2010
Education
University of Illinois at Urbana-Champaign - College of Business
Daniel Cooney, CFA's Keefe, Bruyette & Woods Experience July 2007 - October 2011
Job Vice President at Prudential Real Estate Investors
Industry Investment Management
Experience
Prudential Real Estate Investors June 2013 - Present
RREEF September 2011 - May 2013
Keefe, Bruyette & Woods July 2007 - October 2011
Calyon Securities (USA) March 2006 - July 2007
Value Line May 2004 - March 2006
Education
Trinity College-Hartford 2000 — 2004
BA, Economics
Prudential Real Estate Investors June 2013 - Present
RREEF September 2011 - May 2013
Keefe, Bruyette & Woods July 2007 - October 2011
Calyon Securities (USA) March 2006 - July 2007
Value Line May 2004 - March 2006
Education
Trinity College-Hartford 2000 — 2004
BA, Economics
Hannah Merves's Keefe, Bruyette & Woods Experience May 2009 - August 2009
Job Policy Advisor, National Economic Council at The White House
Industry Public Policy
Experience
The White House July 2015 - Present
The White House, National Economic Council May 2014 - August 2014
Bain & Company 2010 - 2013
The World Bank May 2012 - October 2012
Keefe Bruyette & Woods May 2009 - August 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Amherst College 2006 — 2010
BA
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Summer Bridge Program
The White House July 2015 - Present
The White House, National Economic Council May 2014 - August 2014
Bain & Company 2010 - 2013
The World Bank May 2012 - October 2012
Keefe Bruyette & Woods May 2009 - August 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Amherst College 2006 — 2010
BA
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Summer Bridge Program
Brian Watterson's Keefe, Bruyette & Woods Experience September 2004 - June 2011
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2011 - Present
Keefe, Bruyette & Woods September 2004 - June 2011
Countrywide 2002 - 2004
Dorado 2000 - 2002
Fannie Mae 1997 - 2000
GE Capital 1988 - 1994
Skills
Fixed Income, Structured Finance, Series 7, Capital Markets, ABS, MBS, Hedge Funds, Investments, Bloomberg, Investment Banking, Portfolio Management, Alternative Investments, Securitization, Structured Products, Bonds, Securities, Financial Structuring, Series 63
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, History, Political Science
Guggenheim Partners June 2011 - Present
Keefe, Bruyette & Woods September 2004 - June 2011
Countrywide 2002 - 2004
Dorado 2000 - 2002
Fannie Mae 1997 - 2000
GE Capital 1988 - 1994
Skills
Fixed Income, Structured Finance, Series 7, Capital Markets, ABS, MBS, Hedge Funds, Investments, Bloomberg, Investment Banking, Portfolio Management, Alternative Investments, Securitization, Structured Products, Bonds, Securities, Financial Structuring, Series 63
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, History, Political Science
Parri Spector's Keefe, Bruyette & Woods Experience July 2004 - August 2014
Job Managing Director, Insurance Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey November 2014 - Present
Keefe, Bruyette & Woods July 2004 - August 2014
Securitas Capital July 1997 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions, Insurance, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Insurance and Healthcare Management
Marple Newtown Senior High School 1989 — 1993
SunTrust Robinson Humphrey November 2014 - Present
Keefe, Bruyette & Woods July 2004 - August 2014
Securitas Capital July 1997 - July 2004
Skills
Investment Banking, Capital Markets, Valuation, Private Equity, Mergers & Acquisitions, Insurance, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BSE, Insurance and Healthcare Management
Marple Newtown Senior High School 1989 — 1993
Conor Buckley's Keefe, Bruyette & Woods Experience 2007 - 2007
Job Account Executive
Industry Computer Software
Experience
MongoDB August 2013 - Present
Application Security, Inc. January 2013 - August 2013
Application Security, Inc. December 2011 - December 2012
Arkadin 2008 - 2010
Keefe, Bruyette & Woods 2007 - 2007
Skills
Sales, Salesforce.com, Sales Presentations, Product Training, Database Security, Troubleshooting, Product Demonstration, Account Management, Enterprise Account..., Project Coordination, Channel Partners, Business Strategy, Sales Operations, Management, Leadership, Start-ups, SaaS, Networking, Training, Solution Selling, Cold Calling, Cloud Computing
Education
Susquehanna University
Business Administration, Marketing
Hunterdon Central HS
MongoDB August 2013 - Present
Application Security, Inc. January 2013 - August 2013
Application Security, Inc. December 2011 - December 2012
Arkadin 2008 - 2010
Keefe, Bruyette & Woods 2007 - 2007
Skills
Sales, Salesforce.com, Sales Presentations, Product Training, Database Security, Troubleshooting, Product Demonstration, Account Management, Enterprise Account..., Project Coordination, Channel Partners, Business Strategy, Sales Operations, Management, Leadership, Start-ups, SaaS, Networking, Training, Solution Selling, Cold Calling, Cloud Computing
Education
Susquehanna University
Business Administration, Marketing
Hunterdon Central HS
Ken Stapleton's Keefe, Bruyette & Woods Experience October 2002 - Present
Job Senior Vice President at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods October 2002 - Present
Ironwood Capital 1997 - 2002
Skills
Equities, Series 7, Series 63, Securities, Trading, Private Equity, Alternative Investments, Equity Trading, Electronic Trading, Trading Systems, Microsoft Excel, Bloomberg, Investment Banking, Financial Modeling, Hedge Funds, Capital Markets, Equity Research, FINRA, Valuation
Education
The University of Connecticut School of Business
MBA
The University of Connecticut 1992 — 1996
Bachelor of Science, Finance
Keefe, Bruyette & Woods October 2002 - Present
Ironwood Capital 1997 - 2002
Skills
Equities, Series 7, Series 63, Securities, Trading, Private Equity, Alternative Investments, Equity Trading, Electronic Trading, Trading Systems, Microsoft Excel, Bloomberg, Investment Banking, Financial Modeling, Hedge Funds, Capital Markets, Equity Research, FINRA, Valuation
Education
The University of Connecticut School of Business
MBA
The University of Connecticut 1992 — 1996
Bachelor of Science, Finance
Jeffrey McCloskey's Keefe, Bruyette & Woods Experience PrincipalAdams HarknessJanuary 1997 - April 2002
Job Senior Vice President at Keefe, Bruyette & Woods
Industry Financial Services
Experience
Keefe, Bruyette & Woods PrincipalAdams HarknessJanuary 1997 - April 2002
Education
Saint Joseph's College 1979 — 1983
BA, English
Keefe, Bruyette & Woods PrincipalAdams HarknessJanuary 1997 - April 2002
Education
Saint Joseph's College 1979 — 1983
BA, English
Jake Shapiro's Keefe, Bruyette & Woods Experience June 2007 - August 2007
Job Senior Product Manager at Amazon
Industry Information Technology and Services
Experience
Amazon Web Services August 2014 - Present
Tuck School of Business at Dartmouth College August 2012 - June 2014
EY June 2013 - August 2013
Tufts Alumni Boston July 2009 - October 2012
Apperian, Inc. December 2011 - August 2012
Tufts University July 2008 - 2011
Keefe, Bruyette & Woods June 2007 - August 2007
Skills
Private Equity, Quantitative Analytics, Business Development, Financial Analysis, Hedge Funds, Venture Capital, Asset Allocation, Portfolio Management, Management, Investments, Salesforce.com, Sales Ops, Deal Analysis, Startups, Selling Strategy, Operations Management, Cloud Computing, Product Management, SaaS, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Fletcher School, Tufts University 2009 — 2009
International Business
Tufts University 2004 — 2008
BS, Quantitative Economics
Amazon Web Services August 2014 - Present
Tuck School of Business at Dartmouth College August 2012 - June 2014
EY June 2013 - August 2013
Tufts Alumni Boston July 2009 - October 2012
Apperian, Inc. December 2011 - August 2012
Tufts University July 2008 - 2011
Keefe, Bruyette & Woods June 2007 - August 2007
Skills
Private Equity, Quantitative Analytics, Business Development, Financial Analysis, Hedge Funds, Venture Capital, Asset Allocation, Portfolio Management, Management, Investments, Salesforce.com, Sales Ops, Deal Analysis, Startups, Selling Strategy, Operations Management, Cloud Computing, Product Management, SaaS, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Fletcher School, Tufts University 2009 — 2009
International Business
Tufts University 2004 — 2008
BS, Quantitative Economics
Craig Gingold's Keefe, Bruyette & Woods Experience July 2006 - March 2013
Job Director BSA/AML Officer at UBS
Industry Financial Services
Experience
UBS Wealth Management Americas April 2013 - Present
Keefe, Bruyette & Woods July 2006 - March 2013
dljdirect April 1998 - July 2006
Skills
Series 24, Series 7, Series 63, Risk Assessment, FINRA, AML, USA PATRIOT Act, Equities, Fixed Income, Securities, Investment Banking
Education
University of Hartford
UBS Wealth Management Americas April 2013 - Present
Keefe, Bruyette & Woods July 2006 - March 2013
dljdirect April 1998 - July 2006
Skills
Series 24, Series 7, Series 63, Risk Assessment, FINRA, AML, USA PATRIOT Act, Equities, Fixed Income, Securities, Investment Banking
Education
University of Hartford
Victor Bonilla's Keefe, Bruyette & Woods Experience 2006 - 2008
Job Analyst at Lawton Park Capital Management, LP
Industry Investment Management
Experience
Lawton Park Capital Management, LP October 2014 - Present
Crescendo Partners LP 2013 - October 2014
Diamondback Capital Management 2012 - 2012
Fundamental Investment Group at UBS 2011 - 2012
Highside Capital Management May 2010 - August 2010
Calypso Capital Management 2008 - 2009
Keefe, Bruyette & Woods 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
University of Pennsylvania 2001 — 2005
BA, History
Lawton Park Capital Management, LP October 2014 - Present
Crescendo Partners LP 2013 - October 2014
Diamondback Capital Management 2012 - 2012
Fundamental Investment Group at UBS 2011 - 2012
Highside Capital Management May 2010 - August 2010
Calypso Capital Management 2008 - 2009
Keefe, Bruyette & Woods 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
University of Pennsylvania 2001 — 2005
BA, History
Edward Keating's Keefe, Bruyette & Woods Experience July 2009 - 2015
Job Local Manager Verizon
Industry Telecommunications
Experience
Verizon July 2015 - Present
Keefe Bruyette & Woods July 2009 - 2015
Franklin Templeton Investments July 1996 - February 2009
Skills
Trading, Series 63, Series 7, Electronic Trading, Trading Systems, Equities, Bloomberg, Options, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
Mount St. Mary's University 1992 — 1996
BA, Sociology
Verizon July 2015 - Present
Keefe Bruyette & Woods July 2009 - 2015
Franklin Templeton Investments July 1996 - February 2009
Skills
Trading, Series 63, Series 7, Electronic Trading, Trading Systems, Equities, Bloomberg, Options, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
Mount St. Mary's University 1992 — 1996
BA, Sociology
Wayne Carrabus C.P.A.'s Keefe, Bruyette & Woods Experience April 2010 - Present
Job Accountant at Keefe Bruyette & Woods
Industry Accounting
Experience
Keefe Bruyette & Woods April 2010 - Present
Skills
GAAP, Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Corporate Finance, Financial Analysis, US GAAP, Financial Modeling, Auditing, Internal Controls, Due Diligence
Education
New York Law School 2012 — 2016
Juris Doctrine Candidate
University at Albany, SUNY 2003 — 2008
BS, Accounting
Keefe Bruyette & Woods April 2010 - Present
Skills
GAAP, Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Corporate Finance, Financial Analysis, US GAAP, Financial Modeling, Auditing, Internal Controls, Due Diligence
Education
New York Law School 2012 — 2016
Juris Doctrine Candidate
University at Albany, SUNY 2003 — 2008
BS, Accounting
Seth Bair's Keefe, Bruyette & Woods Experience August 2004 - Present
Job MD at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods August 2004 - Present
Keefe, Bruyette & Woods, Inc. July 1998 - May 2001
Alex. Brown & Sons June 1997 - June 1998
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Williams College 1993 — 1997
BA, Political Economy
Keefe, Bruyette & Woods August 2004 - Present
Keefe, Bruyette & Woods, Inc. July 1998 - May 2001
Alex. Brown & Sons June 1997 - June 1998
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Williams College 1993 — 1997
BA, Political Economy
Rob Manning's Keefe, Bruyette & Woods Experience 2009 - 2012
Job Head of Trading at Evercore ISI
Industry Financial Services
Experience
Evercore Partners 2012 - Present
Keefe Bruyette & Woods 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Bloomberg, Equities
Education
Princeton University
Evercore Partners 2012 - Present
Keefe Bruyette & Woods 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Bloomberg, Equities
Education
Princeton University
Michele Levrant Bernstein's Keefe, Bruyette & Woods Experience November 2009 - September 2011
Job Vice President, Supervisory Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company September 2011 - Present
Keefe, Bruyette & Woods November 2009 - September 2011
Banc of America Securities March 2001 - June 2009
Self Employed 1997 - 2001
Montgomery Securities 1996 - 1997
S.G.Warburg 1992 - 1995
Cowen and Company 1991 - 1992
Education
Stony Brook University
Bachelor of Arts
Cowen and Company September 2011 - Present
Keefe, Bruyette & Woods November 2009 - September 2011
Banc of America Securities March 2001 - June 2009
Self Employed 1997 - 2001
Montgomery Securities 1996 - 1997
S.G.Warburg 1992 - 1995
Cowen and Company 1991 - 1992
Education
Stony Brook University
Bachelor of Arts
Steve Riggs's Keefe, Bruyette & Woods Experience October 2009 - July 2010
Job Network Engineer at Highpoint Solutions
Industry Information Technology and Services
Experience
High Point Solutions August 2015 - Present
ION Computer Systems - Time Inc May 2015 - August 2015
Canon USA January 2015 - May 2015
Dimension Data July 2010 - December 2014
Intact IS January 2010 - July 2010
Keefe, Bruyette & Woods October 2009 - July 2010
Pangaia Partners June 2008 - October 2009
Steve and Barrys 2007 - 2008
Panagia Partners July 2006 - October 2007
Circuit City July 2005 - June 2006
Skills
Cisco Technologies, Data Center, Routing, Switches, WAN, Networking, Network Architecture, Firewalls, System Deployment, VPN, Network Security, Disaster Recovery, Infrastructure, Routers, Virtualization, Vendor Management
Education
State University of New York - System 1992 — 1995
A.A.S, Information Systems
High Point Solutions August 2015 - Present
ION Computer Systems - Time Inc May 2015 - August 2015
Canon USA January 2015 - May 2015
Dimension Data July 2010 - December 2014
Intact IS January 2010 - July 2010
Keefe, Bruyette & Woods October 2009 - July 2010
Pangaia Partners June 2008 - October 2009
Steve and Barrys 2007 - 2008
Panagia Partners July 2006 - October 2007
Circuit City July 2005 - June 2006
Skills
Cisco Technologies, Data Center, Routing, Switches, WAN, Networking, Network Architecture, Firewalls, System Deployment, VPN, Network Security, Disaster Recovery, Infrastructure, Routers, Virtualization, Vendor Management
Education
State University of New York - System 1992 — 1995
A.A.S, Information Systems
Charlie Crowley's Keefe, Bruyette & Woods Experience 1997 - 2013
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2013 - Present
Keefe, Bruyette & Woods 1997 - 2013
Sandler O'Neill 1991 - 1997
IPS-Sendero 1986 - 1991
IPS-Sendero 1986 - 1990
Hibernia Bank 1983 - 1986
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives
Education
University of Connecticut 1981 — 1982
MA, Economics
St. Anselm College 1977 — 1981
BA, Business and Economics
Wells Fargo Securities 2013 - Present
Keefe, Bruyette & Woods 1997 - 2013
Sandler O'Neill 1991 - 1997
IPS-Sendero 1986 - 1991
IPS-Sendero 1986 - 1990
Hibernia Bank 1983 - 1986
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives
Education
University of Connecticut 1981 — 1982
MA, Economics
St. Anselm College 1977 — 1981
BA, Business and Economics
Peter Houston's Keefe, Bruyette & Woods Experience July 2010 - Present
Job Associate at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods July 2010 - Present
Keefe, Bruyette & Woods June 2009 - August 2009
Auto-Owners Insurance May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Economics, Financial Analysis, Emerging Markets, Microsoft Excel, PowerPoint, M&A execution, M&A Negotiations, M&A evaluation, Capital Markets
Education
Williams College 2006 — 2010
BA, Economics
University College London, U. of London 2009 — 2009
Economics
Keefe, Bruyette & Woods July 2010 - Present
Keefe, Bruyette & Woods June 2009 - August 2009
Auto-Owners Insurance May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Economics, Financial Analysis, Emerging Markets, Microsoft Excel, PowerPoint, M&A execution, M&A Negotiations, M&A evaluation, Capital Markets
Education
Williams College 2006 — 2010
BA, Economics
University College London, U. of London 2009 — 2009
Economics
Jerry Casey's Keefe, Bruyette & Woods Experience June 1987 - August 1989
Job Life Sciences/Diagnostics Executive: former President & COO at Sekisui Diagnostics
Industry Medical Devices
Experience
Sekisui Diagnostics February 2011 - September 2014
Genzyme Corporation January 2000 - January 2011
Genzyme Corporation January 1996 - December 1999
Genzyme Corporation January 1994 - December 1995
Genzyme Corporation October 1991 - December 1993
Genzyme Corporation September 1989 - September 1991
Keefe, Bruyette & Woods June 1987 - August 1989
Abbott Laboratories, Diagnostics Division January 1986 - May 1987
Abbott Laboratories September 1983 - December 1985
Skills
Medical Devices, FDA, Lifesciences, Product Launch, Pharmaceutical Industry, Biotechnology, Business Strategy, GMP, Capital Equipment, Product Development, Cross-functional Team..., Market Development, CAPA, Technology Transfer, Quality System
Education
University of Connecticut 1981 — 1983
Master of Business Administration (MBA), Finance
University of Connecticut 1977 — 1981
Bachelor of Arts (BA), Political Science
Sekisui Diagnostics February 2011 - September 2014
Genzyme Corporation January 2000 - January 2011
Genzyme Corporation January 1996 - December 1999
Genzyme Corporation January 1994 - December 1995
Genzyme Corporation October 1991 - December 1993
Genzyme Corporation September 1989 - September 1991
Keefe, Bruyette & Woods June 1987 - August 1989
Abbott Laboratories, Diagnostics Division January 1986 - May 1987
Abbott Laboratories September 1983 - December 1985
Skills
Medical Devices, FDA, Lifesciences, Product Launch, Pharmaceutical Industry, Biotechnology, Business Strategy, GMP, Capital Equipment, Product Development, Cross-functional Team..., Market Development, CAPA, Technology Transfer, Quality System
Education
University of Connecticut 1981 — 1983
Master of Business Administration (MBA), Finance
University of Connecticut 1977 — 1981
Bachelor of Arts (BA), Political Science
Frank Barlow's Keefe, Bruyette & Woods Experience July 2010 - Present
Job Vice President at Keefe, Bruyette & Woods
Industry Research
Experience
Keefe, Bruyette & Woods July 2010 - Present
Keefe, Bruyette & Woods July 2007 - June 2010
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Equities, Equity Research, Corporate Finance, Equity Valuation
Education
Washington and Lee University 2003 — 2007
BA, Mathematics
The London School of Economics and Political Science (LSE)
Kentucky Country Day School 1996 — 2003
Keefe, Bruyette & Woods July 2010 - Present
Keefe, Bruyette & Woods July 2007 - June 2010
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Equities, Equity Research, Corporate Finance, Equity Valuation
Education
Washington and Lee University 2003 — 2007
BA, Mathematics
The London School of Economics and Political Science (LSE)
Kentucky Country Day School 1996 — 2003
Robert Creighton's Keefe, Bruyette & Woods Experience July 2003 - September 2004
Job Contract Commercial and C&I Loan Underwriter
Industry Banking
Experience
Self Employed Commercial Loan Underwriter August 2009 - Present
Self-employed Underwriter 2011 - 2011
Garnet Capital Advisors September 2004 - July 2009
Keefe, Bruyette & Woods July 2003 - September 2004
Keefe, Bruyette & Woods 2003 - 2004
Wells Fargo September 1997 - April 1998
Allied Bank of Texas 1982 - 1986
Skills
Loans, Portfolio Management, Valuation, Loan Origination, Underwriting, Commercial Real Estate, Real Estate, Commercial Banking, Loan Servicing, Financial Structuring, Asset Management, Sales, Credit, Commercial Lending
Education
University of Nebraska at Kearney 1964 — 1969
BS, Accounting, Economics
Self Employed Commercial Loan Underwriter August 2009 - Present
Self-employed Underwriter 2011 - 2011
Garnet Capital Advisors September 2004 - July 2009
Keefe, Bruyette & Woods July 2003 - September 2004
Keefe, Bruyette & Woods 2003 - 2004
Wells Fargo September 1997 - April 1998
Allied Bank of Texas 1982 - 1986
Skills
Loans, Portfolio Management, Valuation, Loan Origination, Underwriting, Commercial Real Estate, Real Estate, Commercial Banking, Loan Servicing, Financial Structuring, Asset Management, Sales, Credit, Commercial Lending
Education
University of Nebraska at Kearney 1964 — 1969
BS, Accounting, Economics
Albert Chao's Keefe, Bruyette & Woods Experience February 2013 - Present
Job Investment Banking Analyst at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods February 2013 - Present
Oppenheimer & Co. June 2012 - August 2012
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Capital Raising, Balance Sheet..., Recapitalizations, Valuation, Financial Modeling, Financial Analysis, Securities, Financial Services, Microsoft Office, Capital IQ, Capital Markets, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science, Finance
John P. Stevens High School 2004 — 2008
Keefe, Bruyette & Woods February 2013 - Present
Oppenheimer & Co. June 2012 - August 2012
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Capital Raising, Balance Sheet..., Recapitalizations, Valuation, Financial Modeling, Financial Analysis, Securities, Financial Services, Microsoft Office, Capital IQ, Capital Markets, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science, Finance
John P. Stevens High School 2004 — 2008
Simon Leopold's Keefe, Bruyette & Woods Experience January 2011 - January 2012
Job Executive Vice President / Treasurer at The Taubman Company
Industry Real Estate
Experience
The Taubman Company September 2012 - Present
UBS Investment Bank April 2012 - July 2012
Keefe, Bruyette & Woods January 2011 - January 2012
Deutsche Bank Securities July 1999 - October 2010
New York Department of City Planning September 1995 - August 1997
New York City Economic Development Corporation September 1992 - September 1995
Office of the Mayor - New York City January 1990 - August 1992
Skills
Private Equity, Real Estate Economics, Valuation, Financial Modeling, Investment Banking, Due Diligence, Capital Markets, Asset Managment, Equities, Mergers, Investments, Structured Finance, Corporate Finance, Financial Analysis, Portfolio Management
Education
Yale School of Management 1997 — 1999
MBA
NYU Wagner School 1995 — 1997
Urban Planning
University of Michigan 1985 — 1989
AB, Communications
Bronx HS of Science 1981 — 1985
The Taubman Company September 2012 - Present
UBS Investment Bank April 2012 - July 2012
Keefe, Bruyette & Woods January 2011 - January 2012
Deutsche Bank Securities July 1999 - October 2010
New York Department of City Planning September 1995 - August 1997
New York City Economic Development Corporation September 1992 - September 1995
Office of the Mayor - New York City January 1990 - August 1992
Skills
Private Equity, Real Estate Economics, Valuation, Financial Modeling, Investment Banking, Due Diligence, Capital Markets, Asset Managment, Equities, Mergers, Investments, Structured Finance, Corporate Finance, Financial Analysis, Portfolio Management
Education
Yale School of Management 1997 — 1999
MBA
NYU Wagner School 1995 — 1997
Urban Planning
University of Michigan 1985 — 1989
AB, Communications
Bronx HS of Science 1981 — 1985
Josh Blumenthal's Keefe, Bruyette & Woods Experience April 2008 - Present
Job IT Project Manager at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods April 2008 - Present
Acai Solutions July 2006 - April 2008
MPI Professionals May 2003 - August 2005
Skills
Project Management, Organization, Coordination, Budget Process, Communication, Software Development, Software Documentation, Investment Banking, Active Directory, Management, Fixed Income, Equities, Data Center, Vendor Management, Finance, Disaster Recovery, PMO, IT Strategy
Education
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.), Economics
Keefe, Bruyette & Woods April 2008 - Present
Acai Solutions July 2006 - April 2008
MPI Professionals May 2003 - August 2005
Skills
Project Management, Organization, Coordination, Budget Process, Communication, Software Development, Software Documentation, Investment Banking, Active Directory, Management, Fixed Income, Equities, Data Center, Vendor Management, Finance, Disaster Recovery, PMO, IT Strategy
Education
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.), Economics
Naveen Pabbisetty's Keefe, Bruyette & Woods Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - August 2015
Keefe, Bruyette & Woods June 2015 - August 2015
Meliora Advisors, LLC September 2014 - December 2014
Skills
Microsoft Office, Customer Support, Microsoft Excel, Commercial Awareness, Java, HTML, Market Research, Computer Network..., Financial Modeling, Valuation, Equity Research, CAD
Education
University of Rochester 2012 — 2016
B.A, Economics
Indus International School 2010 — 2012
High School
Oakridge International School 2008 — 2010
High School
Stifel Financial Corp. June 2015 - August 2015
Keefe, Bruyette & Woods June 2015 - August 2015
Meliora Advisors, LLC September 2014 - December 2014
Skills
Microsoft Office, Customer Support, Microsoft Excel, Commercial Awareness, Java, HTML, Market Research, Computer Network..., Financial Modeling, Valuation, Equity Research, CAD
Education
University of Rochester 2012 — 2016
B.A, Economics
Indus International School 2010 — 2012
High School
Oakridge International School 2008 — 2010
High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS