KeyBanc Capital Markets
Industry: Capital market company
DescriptionFounded: 1924 Subsidiaries: Cain Brothers, Parent organization: KeyCorp
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KeyBanc Capital Markets Employees
Employee
Years
Job
Industry
Nick Fischio Nick Fischio's KeyBanc Capital Markets Experience May 2007 - October 2007
Job Product Manager at Emerson Climate Technologies
Industry Mechanical or Industrial Engineering
Experience
Emerson Climate Technologies August 2014 - Present
Eaton Corporation - Automotive Segment April 2012 - August 2014
Eaton Corporation - Electrical Sector January 2010 - April 2012
Eaton Corporation January 2008 - January 2010
KeyBanc Capital Markets May 2007 - October 2007
Case Western Reserve University 2002 - May 2007
The Structure Group 2001 - 2002
Accenture 1998 - 2001
Skills
Project Management, Team Leadership, Program Management, Financial Modeling, Lean Manufacturing, Change Management, Strategic Planning, Product Development, Market Analysis, Business Valuation, Supply Chain Management, Performance Improvement, Kaizen, Leadership, Management, Software Development, Process Improvement, Business Process, Analysis, Supply Chain, Strategy, Business Planning, Manufacturing, Team Building, Operational Excellence, Project Planning, Continuous Improvement, Integration, Logistics, Operations Management, Product Management, Management Consulting, Six Sigma, Cross-functional Team...
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2008
MBA, Banking and Finance
Case Western Reserve University 1994 — 1998
BS, Electrical Engineering
Emerson Climate Technologies August 2014 - Present
Eaton Corporation - Automotive Segment April 2012 - August 2014
Eaton Corporation - Electrical Sector January 2010 - April 2012
Eaton Corporation January 2008 - January 2010
KeyBanc Capital Markets May 2007 - October 2007
Case Western Reserve University 2002 - May 2007
The Structure Group 2001 - 2002
Accenture 1998 - 2001
Skills
Project Management, Team Leadership, Program Management, Financial Modeling, Lean Manufacturing, Change Management, Strategic Planning, Product Development, Market Analysis, Business Valuation, Supply Chain Management, Performance Improvement, Kaizen, Leadership, Management, Software Development, Process Improvement, Business Process, Analysis, Supply Chain, Strategy, Business Planning, Manufacturing, Team Building, Operational Excellence, Project Planning, Continuous Improvement, Integration, Logistics, Operations Management, Product Management, Management Consulting, Six Sigma, Cross-functional Team...
Education
Case Western Reserve University - Weatherhead School of Management 2004 — 2008
MBA, Banking and Finance
Case Western Reserve University 1994 — 1998
BS, Electrical Engineering
Roberto Ayala Roberto Ayala's KeyBanc Capital Markets Experience May 2014 - July 2014
Job Investment Banking Summer Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2014 - July 2014
Chat Sports, Inc. March 2014 - May 2014
USAA April 2008 - February 2013
Vanguard September 2006 - April 2008
Skills
Investment Banking, Leveraged Finance, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, Financial Accounting, LBO, Financial Analysis, Leveraged Lending, Strategy, Financial Statements, Finance, Valuation, Excel models, Banking Relationships, Investment Advisory, Strategic Financial..., Investments, Start-ups, Financial Reporting, Entrepreneurship, Start-up Ventures, Investment Strategies, Corporate Finance, Data Analysis, Business Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Emphasis in Finance and Strategy
Arizona State University 2011 — 2012
Bachelor of Arts (B.A.), Spanish
Arizona State University 2002 — 2007
Bachelor of Arts (B.A.), Political Science
KeyBanc Capital Markets May 2014 - July 2014
Chat Sports, Inc. March 2014 - May 2014
USAA April 2008 - February 2013
Vanguard September 2006 - April 2008
Skills
Investment Banking, Leveraged Finance, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, Financial Accounting, LBO, Financial Analysis, Leveraged Lending, Strategy, Financial Statements, Finance, Valuation, Excel models, Banking Relationships, Investment Advisory, Strategic Financial..., Investments, Start-ups, Financial Reporting, Entrepreneurship, Start-up Ventures, Investment Strategies, Corporate Finance, Data Analysis, Business Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Emphasis in Finance and Strategy
Arizona State University 2011 — 2012
Bachelor of Arts (B.A.), Spanish
Arizona State University 2002 — 2007
Bachelor of Arts (B.A.), Political Science
Brad Brennan's KeyBanc Capital Markets Experience May 2012 - August 2012
Job Analyst at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital July 2014 - Present
Wolverine Bank July 2013 - May 2014
KeyBanc Capital Markets May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Hellolife May 2010 - August 2010
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
KeyBank Real Estate Capital July 2014 - Present
Wolverine Bank July 2013 - May 2014
KeyBanc Capital Markets May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Hellolife May 2010 - August 2010
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Somasundram Balakrushnan Somasundram Balakrushnan's KeyBanc Capital Markets Experience August 2007 - August 2008
Job Senior Program Architect at Salesforce
Industry Computer Software
Experience
Salesforce September 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - September 2015
Cognizant Technology Solutions September 2010 - September 2015
Thrivent Financial for Lutherans September 2010 - June 2014
Ameriprise Financial Services, Inc. November 2013 - February 2014
MasterCard August 2008 - September 2010
Wipro Technologies April 2008 - September 2010
KeyBanc Capital Markets August 2007 - August 2008
Wipro Technologies August 2005 - July 2007
Wipro Technologies March 2003 - July 2005
Skills
Solution Architecture, Enterprise Architecture, TOGAF, SOA, Cloud Computing, Java, Java Enterprise Edition, Web Applications, Investments, Credit Risk, Banking, Telecommunications, Architecture, Spring, Hibernate, REST, Program Management, Architectures, SDLC, Requirements Analysis, Software Project..., Spring Framework, Software Development
Education
Annamalai University 1997 — 2001
B.E, Computer Science and Engineering
Mahatma Montessori Matriculation Higher Secondary School 1994 — 1997
HSC
Salesforce September 2015 - Present
Ameriprise Financial Services, Inc. February 2014 - September 2015
Cognizant Technology Solutions September 2010 - September 2015
Thrivent Financial for Lutherans September 2010 - June 2014
Ameriprise Financial Services, Inc. November 2013 - February 2014
MasterCard August 2008 - September 2010
Wipro Technologies April 2008 - September 2010
KeyBanc Capital Markets August 2007 - August 2008
Wipro Technologies August 2005 - July 2007
Wipro Technologies March 2003 - July 2005
Skills
Solution Architecture, Enterprise Architecture, TOGAF, SOA, Cloud Computing, Java, Java Enterprise Edition, Web Applications, Investments, Credit Risk, Banking, Telecommunications, Architecture, Spring, Hibernate, REST, Program Management, Architectures, SDLC, Requirements Analysis, Software Project..., Spring Framework, Software Development
Education
Annamalai University 1997 — 2001
B.E, Computer Science and Engineering
Mahatma Montessori Matriculation Higher Secondary School 1994 — 1997
HSC
Robert Reinsberg's KeyBanc Capital Markets Experience May 2003 - April 2007
Job Finished School, Back To Work!
Industry Higher Education
Experience
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
Dusko Djukic Dusko Djukic's KeyBanc Capital Markets Experience September 2007 - March 2008
Job Vice President Interest Rate & Energy Derivatives at Key Bank
Industry Banking
Experience
Key Bank December 2009 - Present
KeyBank April 2008 - January 2010
KeyBanc Capital Markets September 2007 - March 2008
Key Bank NA July 2006 - August 2007
The Endowment Fund – Case Western Reserve University July 2005 - May 2006
Morgan Stanley November 2004 - January 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Bloomberg Terminal, Finance, Mergers, Trading, Risk Management, Economics, Banking
Education
Case Western Reserve University 2002 — 2006
Bachelor's, Finance
Case Western Reserve University - Weatherhead School of Management 2002 — 2006
Bachelor of Science (BS), Finance, General
Key Bank December 2009 - Present
KeyBank April 2008 - January 2010
KeyBanc Capital Markets September 2007 - March 2008
Key Bank NA July 2006 - August 2007
The Endowment Fund – Case Western Reserve University July 2005 - May 2006
Morgan Stanley November 2004 - January 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Derivatives, Bloomberg Terminal, Finance, Mergers, Trading, Risk Management, Economics, Banking
Education
Case Western Reserve University 2002 — 2006
Bachelor's, Finance
Case Western Reserve University - Weatherhead School of Management 2002 — 2006
Bachelor of Science (BS), Finance, General
Nareg (Eric) Korogluyan Nareg (Eric) Korogluyan's KeyBanc Capital Markets Experience June 2010 - August 2010
Job Associate at Amos Financial
Industry Investment Management
Experience
Amos Financial June 2012 - Present
BMO Capital Markets July 2011 - June 2012
KeyBanc Capital Markets June 2010 - August 2010
IBM January 2010 - June 2010
AMOS Financial May 2009 - January 2010
Kelley School of Business August 2008 - January 2010
Cole Haan May 2007 - September 2007
Skills
Microsoft Office, Computer Hardware, Highly Adaptable, Factset, Capital Markets, Risk, Credit, Banking, Financial Reporting, Leadership, Finance, Adaptation, Management, Analysis, Access, Strategy, Business Planning, Financial Risk, PowerPoint
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance
Boğaziçi Üniversitesi 2007 — 2008
Summer micro-economics course
Deerfield High School 2003 — 2007
Amos Financial June 2012 - Present
BMO Capital Markets July 2011 - June 2012
KeyBanc Capital Markets June 2010 - August 2010
IBM January 2010 - June 2010
AMOS Financial May 2009 - January 2010
Kelley School of Business August 2008 - January 2010
Cole Haan May 2007 - September 2007
Skills
Microsoft Office, Computer Hardware, Highly Adaptable, Factset, Capital Markets, Risk, Credit, Banking, Financial Reporting, Leadership, Finance, Adaptation, Management, Analysis, Access, Strategy, Business Planning, Financial Risk, PowerPoint
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance
Boğaziçi Üniversitesi 2007 — 2008
Summer micro-economics course
Deerfield High School 2003 — 2007
Tim Haaf Tim Haaf's KeyBanc Capital Markets Experience June 2005 - August 2005
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting July 2012 - Present
Arvon Advisors April 2010 - August 2010
J.P. Morgan Securities July 2006 - July 2009
KeyBanc Capital Markets June 2005 - August 2005
JumpStart Inc. September 2003 - May 2005
Pennsylvania Governor's School for Global Entrepreneurship June 2003 - August 2003
Skills
Financial Modeling, Valuation, Business Strategy, Management Consulting, Investment Banking, Project Management, Growth Strategies, Competitive Analysis, Market Research, Capital Markets, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance, Entrepreneurship, Analysis, Strategy
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA
Case Western Reserve University 2002 — 2006
B.S. Business Management
Deloitte Consulting July 2012 - Present
Arvon Advisors April 2010 - August 2010
J.P. Morgan Securities July 2006 - July 2009
KeyBanc Capital Markets June 2005 - August 2005
JumpStart Inc. September 2003 - May 2005
Pennsylvania Governor's School for Global Entrepreneurship June 2003 - August 2003
Skills
Financial Modeling, Valuation, Business Strategy, Management Consulting, Investment Banking, Project Management, Growth Strategies, Competitive Analysis, Market Research, Capital Markets, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Finance, Entrepreneurship, Analysis, Strategy
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA
Case Western Reserve University 2002 — 2006
B.S. Business Management
Jon Koss Jon Koss's KeyBanc Capital Markets Experience June 2015 - Present
Job Contributor at Seeking Alpha
Industry Financial Services
Experience
KeyBanc Capital Markets June 2015 - Present
Case Western Reserve University August 2012 - Present
Seeking Alpha July 2014 - October 2014
The Motley Fool May 2014 - July 2014
Cooperative Federal May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Outlook, Photoshop, Public Speaking, Teaching, Strategic Planning, Budgets, Negotiation
Education
Case Western Reserve University 2012 — 2016
Bachelor of Science (BS), Finance and Electrical Engineering
Case Western Reserve University
KeyBanc Capital Markets June 2015 - Present
Case Western Reserve University August 2012 - Present
Seeking Alpha July 2014 - October 2014
The Motley Fool May 2014 - July 2014
Cooperative Federal May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Outlook, Photoshop, Public Speaking, Teaching, Strategic Planning, Budgets, Negotiation
Education
Case Western Reserve University 2012 — 2016
Bachelor of Science (BS), Finance and Electrical Engineering
Case Western Reserve University
Michael P. Shiplett Michael P. Shiplett's KeyBanc Capital Markets Experience August 2004 - December 2012
Job Senior Vice President Market Leader at Citizens Bank
Industry Banking
Experience
Citizens Bank January 2015 - Present
Wells Fargo December 2012 - December 2014
KeyBanc Capital Markets August 2004 - December 2012
GE Capital June 2001 - August 2004
Bank of America October 1998 - June 2001
Progressive Insurance January 1993 - October 1998
KeyBank July 1987 - January 1993
Skills
Capital Markets, Investment Banking, Commercial Lending, Directors & Officers..., Derivatives, Syndications, Structured Finance, Bonds, Financial Structuring, Private Placements, Credit Risk, Loan Origination, Cash Management, Finance, New Business Development, Equities, Fixed Income, LBO, Securities, Financial Advisory, Management, Middle Market, Series 63, Financial Risk, Asset Management, Asset Managment, Private Banking, Debt Restructuring, Mortgage Lending, Investment Management
Education
Bowling Green State University 1983 — 1987
Bachelor of Science, Business Administration - Finance/Accounting, 3.8
Citizens Bank January 2015 - Present
Wells Fargo December 2012 - December 2014
KeyBanc Capital Markets August 2004 - December 2012
GE Capital June 2001 - August 2004
Bank of America October 1998 - June 2001
Progressive Insurance January 1993 - October 1998
KeyBank July 1987 - January 1993
Skills
Capital Markets, Investment Banking, Commercial Lending, Directors & Officers..., Derivatives, Syndications, Structured Finance, Bonds, Financial Structuring, Private Placements, Credit Risk, Loan Origination, Cash Management, Finance, New Business Development, Equities, Fixed Income, LBO, Securities, Financial Advisory, Management, Middle Market, Series 63, Financial Risk, Asset Management, Asset Managment, Private Banking, Debt Restructuring, Mortgage Lending, Investment Management
Education
Bowling Green State University 1983 — 1987
Bachelor of Science, Business Administration - Finance/Accounting, 3.8
Daniel Welch's KeyBanc Capital Markets Experience July 2011 - July 2014
Job Investment Banking Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Bobby Grebenc Bobby Grebenc's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets April 2014 - August 2014
UBS May 2012 - August 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, DCF Valuation, Comparable Analysis, Wealth Management, Team Leadership, Access, Portfolio Management, Gaining Commitment, Valuation, Financial Accounting, Data Analysis
Education
Brown University 2011 — 2015
Business/Commerce, General
St. Ignatius High School 2007 — 2011
High School
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets April 2014 - August 2014
UBS May 2012 - August 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, DCF Valuation, Comparable Analysis, Wealth Management, Team Leadership, Access, Portfolio Management, Gaining Commitment, Valuation, Financial Accounting, Data Analysis
Education
Brown University 2011 — 2015
Business/Commerce, General
St. Ignatius High School 2007 — 2011
High School
Dan DiMarco Dan DiMarco's KeyBanc Capital Markets Experience November 2004 - August 2006
Job Business Development Executive at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP November 2011 - Present
Resources Global August 2006 - July 2011
KeyBanc Capital Markets November 2004 - August 2006
Brantley Partners December 2000 - November 2004
Key & CharterOne January 1997 - December 2000
Education
Baldwin Wallace University 1997 — 1999
M.B.A., Systems Management
Miami University 1991 — 1995
B.S., Finance
Padua Franciscan High School 1987 — 1991
St. Monica
Grant Thornton LLP November 2011 - Present
Resources Global August 2006 - July 2011
KeyBanc Capital Markets November 2004 - August 2006
Brantley Partners December 2000 - November 2004
Key & CharterOne January 1997 - December 2000
Education
Baldwin Wallace University 1997 — 1999
M.B.A., Systems Management
Miami University 1991 — 1995
B.S., Finance
Padua Franciscan High School 1987 — 1991
St. Monica
David Grano's KeyBanc Capital Markets Experience May 2002 - August 2002
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2011 - Present
Hill Financial Group December 2002 - November 2010
KeyBanc Capital Markets May 2002 - August 2002
Midwest Research January 2001 - January 2002
Skills
Financial Planning, Investments, Risk Management, Estate Planning, Retirement Planning, Alternative Investments, Equities, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Mergers, Securities, Strategic Financial..., Wealth Management, Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
MBA, Finance Concentration
Boston University 1990 — 1994
BA, Economics
Hawken School 1983 — 1990
Lincoln Financial Advisors March 2011 - Present
Hill Financial Group December 2002 - November 2010
KeyBanc Capital Markets May 2002 - August 2002
Midwest Research January 2001 - January 2002
Skills
Financial Planning, Investments, Risk Management, Estate Planning, Retirement Planning, Alternative Investments, Equities, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Mergers, Securities, Strategic Financial..., Wealth Management, Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
MBA, Finance Concentration
Boston University 1990 — 1994
BA, Economics
Hawken School 1983 — 1990
Shelly Maas Shelly Maas's KeyBanc Capital Markets Experience August 1997 - June 2001
Job Licensed Financial Services Professional
Industry Investment Management
Experience
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Bank of America 2012 - Present
MetLife March 2012 - August 2012
Forward Management September 2003 - July 2011
Maurice The Fish Records August 2008 - December 2009
Banc of America Investment Services October 2002 - September 2003
Edward Jones January 2001 - January 2002
KeyBanc Capital Markets August 1997 - June 2001
Seafirst Investment Services June 1996 - August 1997
Talbot Financial Services March 1994 - May 1996
Starbucks Coffee Company 1992 - 1995
Skills
Mutual Funds, Investments, Financial Planning, Asset Allocation, Annuities, Series 7, Retirement Planning, Customer Service, New Business Development, Fixed Income, Promotions, Series 63, Series 65, Institutional Sales, Bank Investment..., Sales Force..., Database Management, Launching Of New..., Excel
Education
Art Institute of Seattle 1990 — 1992
Associates of Applied Arts, Music Video Business
Eric Michaels's KeyBanc Capital Markets Experience January 2014 - Present
Job Investment Banking Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets January 2014 - Present
Centaur Partners June 2012 - December 2013
Wunderlich Securities June 2012 - December 2013
MergerTech Advisors 2010 - 2012
Financial Technology Partners 2009 - 2009
Skills
Mergers, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Capital IQ, Private Placements, Capital Markets, Mergers, Strategy
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2008 — 2009
MBA, Finance and Strategy
Claremont McKenna College 2004 — 2008
BA, Accounting and Finance
KeyBanc Capital Markets January 2014 - Present
Centaur Partners June 2012 - December 2013
Wunderlich Securities June 2012 - December 2013
MergerTech Advisors 2010 - 2012
Financial Technology Partners 2009 - 2009
Skills
Mergers, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Capital IQ, Private Placements, Capital Markets, Mergers, Strategy
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2008 — 2009
MBA, Finance and Strategy
Claremont McKenna College 2004 — 2008
BA, Accounting and Finance
Reuben Treatman Reuben Treatman's KeyBanc Capital Markets Experience May 2015 - August 2015
Job Equity Research Intern at KeyBanc Capital Markets
Industry Accounting
Experience
KeyBanc Capital Markets May 2015 - August 2015
KeyBanc Capital Markets May 2014 - May 2015
Skills
Teamwork, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Customer Service, Analysis, Statistical Data..., Financial Analysis, SPSS, US GAAP, Adobe Illustrator, Finance, Illustrator, Market Analysis, Equity Research, Bloomberg Terminal, FactSet, Social Media, Corporate Finance, Accounting, Leadership
Education
Case Western Reserve University 2012 — 2016
Bachelor of Science (BS), Accounting, Minor in Economics and Finance, Senior
Chestnut Hill Academy 2002 — 2012
KeyBanc Capital Markets May 2015 - August 2015
KeyBanc Capital Markets May 2014 - May 2015
Skills
Teamwork, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Customer Service, Analysis, Statistical Data..., Financial Analysis, SPSS, US GAAP, Adobe Illustrator, Finance, Illustrator, Market Analysis, Equity Research, Bloomberg Terminal, FactSet, Social Media, Corporate Finance, Accounting, Leadership
Education
Case Western Reserve University 2012 — 2016
Bachelor of Science (BS), Accounting, Minor in Economics and Finance, Senior
Chestnut Hill Academy 2002 — 2012
Chantelle O'Kelly Chantelle O'Kelly's KeyBanc Capital Markets Experience July 2015 - Present
Job Capital Markets Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2015 - Present
Virtual Business Office Associates January 2015 - Present
KRJ Consulting, LLC August 2014 - Present
GE Energy Management May 2014 - Present
McDonald's Corporation August 2012 - Present
KeyBank Symposium 2014 October 2014 - October 2014
Philadelphia Museum of Art June 2009 - August 2010
School District of Philadelphia June 2007 - August 2007
Skills
Public Speaking, Microsoft Office, Team Leadership, Microsoft Excel, Leadership, Microsoft Word, Social Media, PowerPoint, Teamwork, Outlook, Financial Analysis, Access, Research, Management, Data Analysis, Organization, Customer Service, Time Management, Data Entry, Social Networking, English, Analysis
Education
Allen University 2011 — 2014
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Central High School 2007 — 2011
Bachelor of Arts (BA), General Studies
Central High School
KeyBanc Capital Markets July 2015 - Present
Virtual Business Office Associates January 2015 - Present
KRJ Consulting, LLC August 2014 - Present
GE Energy Management May 2014 - Present
McDonald's Corporation August 2012 - Present
KeyBank Symposium 2014 October 2014 - October 2014
Philadelphia Museum of Art June 2009 - August 2010
School District of Philadelphia June 2007 - August 2007
Skills
Public Speaking, Microsoft Office, Team Leadership, Microsoft Excel, Leadership, Microsoft Word, Social Media, PowerPoint, Teamwork, Outlook, Financial Analysis, Access, Research, Management, Data Analysis, Organization, Customer Service, Time Management, Data Entry, Social Networking, English, Analysis
Education
Allen University 2011 — 2014
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Central High School 2007 — 2011
Bachelor of Arts (BA), General Studies
Central High School
Anatole Pevnev's KeyBanc Capital Markets Experience June 1998 - March 2004
Job Partner at IntelligentPE
Industry Financial Services
Experience
IntelligentPE July 2013 - Present
ORG Portfolio Management October 2012 - July 2013
Ten Capital Management April 2011 - July 2012
The Townsend Group March 2009 - March 2011
REITcafe.com October 2005 - September 2009
KeyBanc Capital Markets June 1998 - March 2004
Legg Mason January 1997 - May 1998
Property & Portfolio Research June 1995 - January 1997
Aetna Realty Investors December 1993 - June 1995
Prudential Real Estate Investors January 1987 - December 1993
Skills
Asset Managment, Portfolio Management, Valuation, Investments, Due Diligence, Alternative Investments, Asset Management, Investment Strategies, Capital Markets, Equities, Financial Modeling, Hedge Funds, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Corporate Finance, Investment Management, Asset Allocation, Investor Relations
Education
New York University 1989 — 1991
MS, Real Estate Development & Investment
Boston University 1981 — 1985
BSBA, Finance
IntelligentPE July 2013 - Present
ORG Portfolio Management October 2012 - July 2013
Ten Capital Management April 2011 - July 2012
The Townsend Group March 2009 - March 2011
REITcafe.com October 2005 - September 2009
KeyBanc Capital Markets June 1998 - March 2004
Legg Mason January 1997 - May 1998
Property & Portfolio Research June 1995 - January 1997
Aetna Realty Investors December 1993 - June 1995
Prudential Real Estate Investors January 1987 - December 1993
Skills
Asset Managment, Portfolio Management, Valuation, Investments, Due Diligence, Alternative Investments, Asset Management, Investment Strategies, Capital Markets, Equities, Financial Modeling, Hedge Funds, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Corporate Finance, Investment Management, Asset Allocation, Investor Relations
Education
New York University 1989 — 1991
MS, Real Estate Development & Investment
Boston University 1981 — 1985
BSBA, Finance
Alan Slaughter Alan Slaughter's KeyBanc Capital Markets Experience April 2013 - November 2014
Job Compliance Specialist
Industry Investment Management
Experience
KeyBanc Capital Markets April 2013 - November 2014
UBS March 2011 - April 2013
Key Investment Services June 2006 - March 2011
Bank of the West (formerly known as Commercial Federal Bank) February 2000 - June 2006
Skills
Series 7, Series 24, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Annuities, Retirement, FINRA, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Management, Investments, Series 6, Insurance, Fixed Income, Bonds, Swaps
Education
Bellevue University
MBA, Finance
Creighton Prep
Creighton University
BSBA, Marketing
KeyBanc Capital Markets April 2013 - November 2014
UBS March 2011 - April 2013
Key Investment Services June 2006 - March 2011
Bank of the West (formerly known as Commercial Federal Bank) February 2000 - June 2006
Skills
Series 7, Series 24, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Annuities, Retirement, FINRA, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Asset Management, Investments, Series 6, Insurance, Fixed Income, Bonds, Swaps
Education
Bellevue University
MBA, Finance
Creighton Prep
Creighton University
BSBA, Marketing
Darnel Bentz Darnel Bentz's KeyBanc Capital Markets Experience January 2010 - October 2012
Job Senior Vice President at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
Courtney Fratzke Courtney Fratzke's KeyBanc Capital Markets Experience September 2006 - October 2014
Job Trader II
Industry Financial Services
Experience
Fannie Mae November 2014 - Present
KeyBanc Capital Markets September 2006 - October 2014
KeyBanc Capital Markets June 2005 - September 2006
KeyBanc Capital Markets June 2003 - June 2005
KeyBanc Capital Markets June 2000 - June 2003
McDonald Investments May 1999 - June 2000
Skills
Money Market, Securities, Treasury, Bloomberg, Investment Banking, Fixed Income, Trading, Securities Lending, Portfolio Management, Capital Markets, Equities, Asset Management, Bonds, Series 7, Series 63, Investment Management, Investments, Mutual Funds, Structured Products
Education
Baldwin-Wallace College 2004 — 2009
Bachelor of Arts, Finance (major) and English (major), 2009
St. Augustine Academy 1994 — 1998
High School Diploma
Fannie Mae November 2014 - Present
KeyBanc Capital Markets September 2006 - October 2014
KeyBanc Capital Markets June 2005 - September 2006
KeyBanc Capital Markets June 2003 - June 2005
KeyBanc Capital Markets June 2000 - June 2003
McDonald Investments May 1999 - June 2000
Skills
Money Market, Securities, Treasury, Bloomberg, Investment Banking, Fixed Income, Trading, Securities Lending, Portfolio Management, Capital Markets, Equities, Asset Management, Bonds, Series 7, Series 63, Investment Management, Investments, Mutual Funds, Structured Products
Education
Baldwin-Wallace College 2004 — 2009
Bachelor of Arts, Finance (major) and English (major), 2009
St. Augustine Academy 1994 — 1998
High School Diploma
Kevin Ciabattoni, CFA Kevin Ciabattoni, CFA's KeyBanc Capital Markets Experience August 2010 - Present
Job
Industry Investment Management
Experience
KeyBanc Capital Markets August 2010 - Present
Skills
Financial Modeling, Equity Research, Valuation, Capital Markets, Financial Services, Equities
Education
Temple University - Fox School of Business and Management 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
B.A., Computer Science
KeyBanc Capital Markets August 2010 - Present
Skills
Financial Modeling, Equity Research, Valuation, Capital Markets, Financial Services, Equities
Education
Temple University - Fox School of Business and Management 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
B.A., Computer Science
Nicholas Stallard Nicholas Stallard's KeyBanc Capital Markets Experience May 1999 - June 2003
Job Chief Financial Officer of The Reserves Network
Industry Staffing and Recruiting
Experience
The Reserves Network May 2003 - Present
KeyBanc Capital Markets May 1999 - June 2003
First Fiduciary Investment Council May 1998 - August 1998
Skills
Acquisitions, Accounting, Corporate Finance, Business Strategy, Banking, Real Estate, Negotiation, Investments, Purchasing, Strategic Planning, Temporary Staffing, Human Resources
Education
Purdue University - Krannert School of Management 1995 — 2000
Bachelors, Management - Finance
Baldwin Wallace University 2006 — 2008
MBA, International Business
The Reserves Network May 2003 - Present
KeyBanc Capital Markets May 1999 - June 2003
First Fiduciary Investment Council May 1998 - August 1998
Skills
Acquisitions, Accounting, Corporate Finance, Business Strategy, Banking, Real Estate, Negotiation, Investments, Purchasing, Strategic Planning, Temporary Staffing, Human Resources
Education
Purdue University - Krannert School of Management 1995 — 2000
Bachelors, Management - Finance
Baldwin Wallace University 2006 — 2008
MBA, International Business
Chloe Rose Chloe Rose's KeyBanc Capital Markets Experience June 2008 - August 2008
Job Student at Bradley University
Industry Mechanical or Industrial Engineering
Experience
MAGIC Teen Talk October 2006 - August 2010
Joffrey Ballet of Chicago June 2009 - August 2009
KeyBanc Capital Markets June 2008 - August 2008
Education
Bradley University 2010 — 2015
Mechanical Engineering Major; Biomedical Engineering
Lindblom Math and Science Academy High School
MAGIC Teen Talk October 2006 - August 2010
Joffrey Ballet of Chicago June 2009 - August 2009
KeyBanc Capital Markets June 2008 - August 2008
Education
Bradley University 2010 — 2015
Mechanical Engineering Major; Biomedical Engineering
Lindblom Math and Science Academy High School
Scott Berman Scott Berman's KeyBanc Capital Markets Experience June 2011 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2011 - Present
Morgan Joseph TriArtisan LLC March 2002 - June 2011
Merrill Lynch August 1999 - December 2001
Ernst & Young Corporate Finance September 1989 - August 1999
Skills
Investment Banking, M&A, Board Advisory, Capital Markets, Exclusive Sales, Divestitures, Fairness Opinions, Recapitalizations, Building Materials, Consumer Products, Healthcare, Mergers, Private Equity, Mergers & Acquisitions, Restructuring, Corporate Finance, M&A experience, Venture Capital, Strategy, LBO, Capital Raising, Investments, Due Diligence, Corporate Development, Equities, Advisory Boards, Valuation, Leveraged Finance, Sponsor Coverage, Leveraged Lending, IPO, Middle Market, mergers and acquisitions, Private Placements, Business Valuation
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance & International Business
American University 1983 — 1987
BSBA, Accounting
American University - Kogod School of Business 1983 — 1987
BSBA, Accounting
KeyBanc Capital Markets June 2011 - Present
Morgan Joseph TriArtisan LLC March 2002 - June 2011
Merrill Lynch August 1999 - December 2001
Ernst & Young Corporate Finance September 1989 - August 1999
Skills
Investment Banking, M&A, Board Advisory, Capital Markets, Exclusive Sales, Divestitures, Fairness Opinions, Recapitalizations, Building Materials, Consumer Products, Healthcare, Mergers, Private Equity, Mergers & Acquisitions, Restructuring, Corporate Finance, M&A experience, Venture Capital, Strategy, LBO, Capital Raising, Investments, Due Diligence, Corporate Development, Equities, Advisory Boards, Valuation, Leveraged Finance, Sponsor Coverage, Leveraged Lending, IPO, Middle Market, mergers and acquisitions, Private Placements, Business Valuation
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance & International Business
American University 1983 — 1987
BSBA, Accounting
American University - Kogod School of Business 1983 — 1987
BSBA, Accounting
Anthony Frammartino Anthony Frammartino's KeyBanc Capital Markets Experience June 2002 - June 2004
Job Principal at The Townsend Group
Industry Investment Management
Experience
The Townsend Group June 2004 - Present
KeyBanc Capital Markets June 2002 - June 2004
McMaster-Carr April 1999 - April 2000
US Network 1998 - 1999
Skills
Investments, Portfolio Management, Business Development, Management, Real Estate
Education
Case Western Reserve University 2000 — 2002
MBA, Finance, Marketing
The University of Akron 1994 — 1998
B.S., Accounting
Saint Vincent-Saint Mary 1990 — 1994
H.S.
Walsh Jesuit High School 1990 — 1991
H.S.
Woodridge
The Townsend Group June 2004 - Present
KeyBanc Capital Markets June 2002 - June 2004
McMaster-Carr April 1999 - April 2000
US Network 1998 - 1999
Skills
Investments, Portfolio Management, Business Development, Management, Real Estate
Education
Case Western Reserve University 2000 — 2002
MBA, Finance, Marketing
The University of Akron 1994 — 1998
B.S., Accounting
Saint Vincent-Saint Mary 1990 — 1994
H.S.
Walsh Jesuit High School 1990 — 1991
H.S.
Woodridge
Emily Justine Mills's KeyBanc Capital Markets Experience September 2013 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
Adventure Harley-Davidson May 2010 - May 2012
Baldwin-Wallace College August 2009 - May 2012
Adventure Harley-Davidson June 2011 - August 2011
Buzek Wealth Advisors January 2011 - April 2011
Education
Weatherhead School of Management at Case Western Reserve University 2015 — 2018
Master of Business Administration (MBA)
Baldwin-Wallace College 2009 — 2012
Bachelor of Arts (BA)
Dover High School 2005 — 2009
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
Adventure Harley-Davidson May 2010 - May 2012
Baldwin-Wallace College August 2009 - May 2012
Adventure Harley-Davidson June 2011 - August 2011
Buzek Wealth Advisors January 2011 - April 2011
Education
Weatherhead School of Management at Case Western Reserve University 2015 — 2018
Master of Business Administration (MBA)
Baldwin-Wallace College 2009 — 2012
Bachelor of Arts (BA)
Dover High School 2005 — 2009
Erica Elsasser's KeyBanc Capital Markets Experience February 2015 - Present
Job Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets September 2012 - February 2015
KeyBanc Capital Markets March 2012 - September 2012
KeyBanc Capital Markets September 2011 - March 2012
KeyBanc Capital Markets July 2011 - August 2011
Casa Chica April 2011 - April 2011
KeyBanc Capital Markets June 2010 - August 2010
KeyBanc Capital Markets June 2009 - September 2009
Hanlin Rainaldi Construction June 2008 - June 2009
American Electric Power September 2008 - March 2009
Skills
Financial Modeling, Valuation, Analysis, Microsoft Excel, Mergers & Acquisitions, Finance, Capital Markets, Marketing, Equity Research, Banking, Sales, Credit Analysis, Mergers, Marketing Strategy, Recruiting, Accounting, Research, Bloomberg, Fixed Income, Investment Banking, Financial Analysis, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Business Administration, International Business, Finance, French
Audencia Nantes Ecole de Management 2007 — 2007
N/A, International Business
Cleveland Spanish School
Spanish
IESE Business School - University of Navarra
IESE Business School - University of Navarra
IESE Business School - University of Navarra
IESE Business School - University of Navarra
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets September 2012 - February 2015
KeyBanc Capital Markets March 2012 - September 2012
KeyBanc Capital Markets September 2011 - March 2012
KeyBanc Capital Markets July 2011 - August 2011
Casa Chica April 2011 - April 2011
KeyBanc Capital Markets June 2010 - August 2010
KeyBanc Capital Markets June 2009 - September 2009
Hanlin Rainaldi Construction June 2008 - June 2009
American Electric Power September 2008 - March 2009
Skills
Financial Modeling, Valuation, Analysis, Microsoft Excel, Mergers & Acquisitions, Finance, Capital Markets, Marketing, Equity Research, Banking, Sales, Credit Analysis, Mergers, Marketing Strategy, Recruiting, Accounting, Research, Bloomberg, Fixed Income, Investment Banking, Financial Analysis, Microsoft Office
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Business Administration, International Business, Finance, French
Audencia Nantes Ecole de Management 2007 — 2007
N/A, International Business
Cleveland Spanish School
Spanish
IESE Business School - University of Navarra
IESE Business School - University of Navarra
IESE Business School - University of Navarra
IESE Business School - University of Navarra
Daniel Sollenberger Daniel Sollenberger's KeyBanc Capital Markets Experience 2003 - 2006
Job Director, Financial Markets Advisory at BlackRock
Industry Banking
Keshav Agnihotri's KeyBanc Capital Markets Experience July 2012 - November 2014
Job Associate at AEW Capital Management
Industry Financial Services
Experience
AEW Capital Management November 2014 - Present
KeyBanc Capital Markets July 2012 - November 2014
GE Healthcare May 2011 - August 2011
Apple Inc. July 2010 - May 2011
Merrill Lynch June 2010 - December 2010
Harvard Business School Publishing June 2009 - August 2009
Skills
Financial Modeling, Valuation, Capital IQ, LBO, Microsoft Excel
Education
Boston University 2008 — 2012
Bachelors of Science and Business Administration, Finance
Sharon High School 2004 — 2008
AEW Capital Management November 2014 - Present
KeyBanc Capital Markets July 2012 - November 2014
GE Healthcare May 2011 - August 2011
Apple Inc. July 2010 - May 2011
Merrill Lynch June 2010 - December 2010
Harvard Business School Publishing June 2009 - August 2009
Skills
Financial Modeling, Valuation, Capital IQ, LBO, Microsoft Excel
Education
Boston University 2008 — 2012
Bachelors of Science and Business Administration, Finance
Sharon High School 2004 — 2008
Conrad Lyon, CFA, CPA Conrad Lyon, CFA, CPA's KeyBanc Capital Markets Experience July 2004 - August 2006
Job Senior Equity Analyst at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. August 2010 - January 2014
Global Hunter Securities April 2008 - July 2010
FTN Midwest Securities August 2006 - March 2008
KeyBanc Capital Markets July 2004 - August 2006
Seagate Global Advisors February 2002 - July 2004
Deloitte July 1998 - December 2001
Deloitte August 1997 - July 1998
The Lyon Group February 1992 - July 1997
Skills
Equities, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Accounting and Finance
B. Riley & Co. August 2010 - January 2014
Global Hunter Securities April 2008 - July 2010
FTN Midwest Securities August 2006 - March 2008
KeyBanc Capital Markets July 2004 - August 2006
Seagate Global Advisors February 2002 - July 2004
Deloitte July 1998 - December 2001
Deloitte August 1997 - July 1998
The Lyon Group February 1992 - July 1997
Skills
Equities, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Accounting and Finance
Caitlin McLean's KeyBanc Capital Markets Experience June 2008 - January 2009
Job Associate at Sherman & Company
Industry Investment Banking
Experience
Sherman & Company October 2011 - Present
Raymond James August 2010 - September 2011
Wunderlich Securities September 2009 - August 2010
KeyBanc Capital Markets June 2008 - January 2009
NorthPointe Capital June 2007 - August 2007
Skills
Insurance, Banking, New Business Development, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Mergers, Capital Markets, Microsoft Excel, Due Diligence, Accounting, Series 7, Series 63, Equities, Mergers & Acquisitions, Financial Services, Risk Management
Education
Albion College 2004 — 2008
Economics & Management, Economics, Finance, Spanish
Clarkston High School
Sherman & Company October 2011 - Present
Raymond James August 2010 - September 2011
Wunderlich Securities September 2009 - August 2010
KeyBanc Capital Markets June 2008 - January 2009
NorthPointe Capital June 2007 - August 2007
Skills
Insurance, Banking, New Business Development, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Mergers, Capital Markets, Microsoft Excel, Due Diligence, Accounting, Series 7, Series 63, Equities, Mergers & Acquisitions, Financial Services, Risk Management
Education
Albion College 2004 — 2008
Economics & Management, Economics, Finance, Spanish
Clarkston High School
Mark Sunderland Mark Sunderland's KeyBanc Capital Markets Experience September 2007 - June 2009
Job Senior Vice President and Corporate Banking Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
Bank of the West July 2014 - August 2015
Mutual of Omaha Bank May 2013 - July 2014
BBVA Compass March 2010 - May 2013
KeyBanc Capital Markets September 2007 - June 2009
CoBiz Financial 2005 - 2007
KeyBanc Capital Markets 2001 - 2005
KeyBank 1996 - 2000
First Interstate Bank 1993 - 1995
Skills
Banking, Credit Analysis, Commercial Banking, Loans, Credit, Leadership, Management, Treasury Management, Relationship Management, Financial Analysis, Investment Banking, Business Development, Underwriting, Financial Services, Middle Market
Education
Claremont McKenna College 1974 — 1978
Bachelor of Arts, Economics
BBVA Compass September 2015 - Present
Bank of the West July 2014 - August 2015
Mutual of Omaha Bank May 2013 - July 2014
BBVA Compass March 2010 - May 2013
KeyBanc Capital Markets September 2007 - June 2009
CoBiz Financial 2005 - 2007
KeyBanc Capital Markets 2001 - 2005
KeyBank 1996 - 2000
First Interstate Bank 1993 - 1995
Skills
Banking, Credit Analysis, Commercial Banking, Loans, Credit, Leadership, Management, Treasury Management, Relationship Management, Financial Analysis, Investment Banking, Business Development, Underwriting, Financial Services, Middle Market
Education
Claremont McKenna College 1974 — 1978
Bachelor of Arts, Economics
Sean Lay Sean Lay's KeyBanc Capital Markets Experience June 2015 - Present
Job Registration Specialist
Industry Capital Markets
Experience
KeyBanc Capital Markets June 2015 - Present
Downtown Cleveland Residents Association September 2014 - Present
Starbucks December 2012 - May 2015
Starbucks October 2011 - September 2012
City of Santa Clarita February 2011 - October 2011
City of Santa Clarita March 2011 - July 2011
Starbucks Coffee Company March 2010 - November 2010
Vocational Services Unlimited January 2010 - April 2010
Cleveland ACTU May 2006 - September 2006
Skills
Microsoft Office, Copy Editing, Ghostwriting, Editing, Google Analytics
Education
Case Western Reserve University 2005 — 2010
BA, English, Women's and Gender Studies
KeyBanc Capital Markets June 2015 - Present
Downtown Cleveland Residents Association September 2014 - Present
Starbucks December 2012 - May 2015
Starbucks October 2011 - September 2012
City of Santa Clarita February 2011 - October 2011
City of Santa Clarita March 2011 - July 2011
Starbucks Coffee Company March 2010 - November 2010
Vocational Services Unlimited January 2010 - April 2010
Cleveland ACTU May 2006 - September 2006
Skills
Microsoft Office, Copy Editing, Ghostwriting, Editing, Google Analytics
Education
Case Western Reserve University 2005 — 2010
BA, English, Women's and Gender Studies
Tom Henderson Tom Henderson's KeyBanc Capital Markets Experience 2008 - 2010
Job Healthcare Finance Professional
Industry Hospital & Health Care
Experience
Cleveland Clinic 2013 - Present
Cleveland Clinic 2010 - 2013
KeyBanc Capital Markets 2008 - 2010
Deloitte Consulting 2001 - 2007
Skills
Strategy, Financial Modeling, Management Consulting, Finance, Project Management, Financial Analysis, Mergers & Acquisitions, Accounting, Healthcare, Process Improvement, Corporate Finance, Revenue Cycle, Budgets, Strategic Planning, Leadership, Management, Business Planning, Program Management, Entrepreneurship, Business Process..., Data Analysis, Change Management, Hospitals
Education
Harvard Business School
Executive Education, Institute for Strategy and Competitiveness
Case Western Reserve University 2007 — 2008
MBA, Banking and Corporate Finance, GPA: 4.0
Bowling Green State University 1998 — 2001
Bachelor of Science in Business Admin., Magna Cum Laude, Management Information Systems, GPA: 3.98
Wellington High School 1994 — 1998
Valedictorian, GPA: 4.00
Cleveland Clinic 2013 - Present
Cleveland Clinic 2010 - 2013
KeyBanc Capital Markets 2008 - 2010
Deloitte Consulting 2001 - 2007
Skills
Strategy, Financial Modeling, Management Consulting, Finance, Project Management, Financial Analysis, Mergers & Acquisitions, Accounting, Healthcare, Process Improvement, Corporate Finance, Revenue Cycle, Budgets, Strategic Planning, Leadership, Management, Business Planning, Program Management, Entrepreneurship, Business Process..., Data Analysis, Change Management, Hospitals
Education
Harvard Business School
Executive Education, Institute for Strategy and Competitiveness
Case Western Reserve University 2007 — 2008
MBA, Banking and Corporate Finance, GPA: 4.0
Bowling Green State University 1998 — 2001
Bachelor of Science in Business Admin., Magna Cum Laude, Management Information Systems, GPA: 3.98
Wellington High School 1994 — 1998
Valedictorian, GPA: 4.00
Jessica (Johnson) Baron Jessica (Johnson) Baron's KeyBanc Capital Markets Experience December 2011 - February 2014
Job Group Fitness Instructor at Fitworks
Industry Health, Wellness and Fitness
Experience
Fitworks Fitness Center October 2014 - Present
KeyBanc Capital Markets December 2011 - February 2014
Victory Capital Management June 2009 - June 2010
FTN Equity Capital Markets January 2008 - April 2009
Cleveland Scene Magazine July 2007 - January 2008
Skills
Equity Research, Equities, Bloomberg, Series 7, Investments, Aerobics, Spinning, Fitness Consulting, Fitness Training, Fitness Instruction
Education
Baldwin Wallace University 2003 — 2007
Bachelor of Arts, Marketing
Baldwin Wallace University
Bachelor of Arts, Marketing
Lakeland Community College
Associate of Arts, Business Management
Fitworks Fitness Center October 2014 - Present
KeyBanc Capital Markets December 2011 - February 2014
Victory Capital Management June 2009 - June 2010
FTN Equity Capital Markets January 2008 - April 2009
Cleveland Scene Magazine July 2007 - January 2008
Skills
Equity Research, Equities, Bloomberg, Series 7, Investments, Aerobics, Spinning, Fitness Consulting, Fitness Training, Fitness Instruction
Education
Baldwin Wallace University 2003 — 2007
Bachelor of Arts, Marketing
Baldwin Wallace University
Bachelor of Arts, Marketing
Lakeland Community College
Associate of Arts, Business Management
Mario Morales's KeyBanc Capital Markets Experience March 2012 - June 2013
Job Investment Banking Analyst at Eastdil Secured
Industry Investment Banking
Experience
Eastdil Secured June 2013 - Present
KeyBanc Capital Markets March 2012 - June 2013
KeyCorp July 2010 - March 2012
Boston College Technology Services September 2008 - May 2010
LNR Property June 2009 - August 2009
Herzog Contracting Corporation June 2007 - August 2007
Skills
Financial Modeling, Capital Markets, Financial Analysis, Credit Analysis, Due Diligence, Investments, Bloomberg, Valuation, Financial Statement..., Corporate Finance, Investment Banking
Education
Boston College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Boston College Carroll School of Management
Bachelor of Science, Management; Finance and Philosophy
Brophy
Eastdil Secured June 2013 - Present
KeyBanc Capital Markets March 2012 - June 2013
KeyCorp July 2010 - March 2012
Boston College Technology Services September 2008 - May 2010
LNR Property June 2009 - August 2009
Herzog Contracting Corporation June 2007 - August 2007
Skills
Financial Modeling, Capital Markets, Financial Analysis, Credit Analysis, Due Diligence, Investments, Bloomberg, Valuation, Financial Statement..., Corporate Finance, Investment Banking
Education
Boston College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Boston College Carroll School of Management
Bachelor of Science, Management; Finance and Philosophy
Brophy
Denton Zhou Denton Zhou's KeyBanc Capital Markets Experience January 2011 - September 2012
Job Business Development at Kamcord
Industry Capital Markets
Experience
Kamcord May 2015 - Present
Capco July 2014 - April 2015
ZabCab February 2014 - June 2014
Desk Communications May 2013 - June 2014
KeyBanc Capital Markets January 2011 - September 2012
Case Western Reserve University February 2008 - December 2010
Case Western Reserve University August 2007 - December 2010
Case Western Reserve University April 2007 - December 2010
KeyBanc Capital Markets 2010 - 2010
Kevin Kerveng Tung, P.C. June 2008 - August 2008
Skills
Excel, PowerPoint, Word, Photoshop, Lightroom, Bloomberg Terminal, Research, Microsoft Word, Microsoft Excel, Statistics, Financial Modeling, Data Analysis, Microsoft Office, Market Research, Valuation, Analysis, Public Speaking, VBA, Financial Analysis, Finance, Bloomberg
Education
Case Western Reserve University 2007 — 2011
B.S; B.A, Management (Finance), Economics
Hopkins School 2004 — 2007
*
Kamcord May 2015 - Present
Capco July 2014 - April 2015
ZabCab February 2014 - June 2014
Desk Communications May 2013 - June 2014
KeyBanc Capital Markets January 2011 - September 2012
Case Western Reserve University February 2008 - December 2010
Case Western Reserve University August 2007 - December 2010
Case Western Reserve University April 2007 - December 2010
KeyBanc Capital Markets 2010 - 2010
Kevin Kerveng Tung, P.C. June 2008 - August 2008
Skills
Excel, PowerPoint, Word, Photoshop, Lightroom, Bloomberg Terminal, Research, Microsoft Word, Microsoft Excel, Statistics, Financial Modeling, Data Analysis, Microsoft Office, Market Research, Valuation, Analysis, Public Speaking, VBA, Financial Analysis, Finance, Bloomberg
Education
Case Western Reserve University 2007 — 2011
B.S; B.A, Management (Finance), Economics
Hopkins School 2004 — 2007
*
Janice de Camara's KeyBanc Capital Markets Experience July 2008 - June 2009
Job Senior Financial Analyst at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2013 - Present
Cliffs Natural Resources June 2011 - August 2013
Case Western Reserve University Endowment January 2010 - January 2011
KeyBanc Capital Markets July 2008 - June 2009
KeyBank Real Estate Capital June 2007 - August 2007
Ann Taylor 2005 - 2006
Skills
Financial Modeling, Forecasting, Corporate Finance, Strategy, Mergers & Acquisitions, Valuation, Analysis, Finance, Financial Analysis, Portfolio Management, Due Diligence, Strategic Planning, Investments, Leadership
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
M.B.A., Finance Concentration
Boston College 2004 — 2008
Bachelor of Science, Finance, Accounting
Copenhagen Business School 2006 — 2006
Semester Study Abroad
Western Reserve Academy
High School
Edward Jones August 2013 - Present
Cliffs Natural Resources June 2011 - August 2013
Case Western Reserve University Endowment January 2010 - January 2011
KeyBanc Capital Markets July 2008 - June 2009
KeyBank Real Estate Capital June 2007 - August 2007
Ann Taylor 2005 - 2006
Skills
Financial Modeling, Forecasting, Corporate Finance, Strategy, Mergers & Acquisitions, Valuation, Analysis, Finance, Financial Analysis, Portfolio Management, Due Diligence, Strategic Planning, Investments, Leadership
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
M.B.A., Finance Concentration
Boston College 2004 — 2008
Bachelor of Science, Finance, Accounting
Copenhagen Business School 2006 — 2006
Semester Study Abroad
Western Reserve Academy
High School
Windsor Ford Windsor Ford's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Acquisitions/New Ventures at Dan T. Moore Company
Industry Venture Capital & Private Equity
Experience
Dan T. Moore Company April 2015 - Present
Dan T. Moore Company August 2014 - April 2015
KeyBanc Capital Markets May 2014 - August 2014
Partners Private Equity, LLC October 2013 - May 2014
Cleveland Clinic June 2012 - September 2012
Dan T. Moore Companies December 2011 - May 2012
CapitalWorks LLC May 2011 - January 2012
Wittenberg University January 2010 - May 2011
Skills
Financial Analysis, Private Equity, Investments, Entrepreneurship, Manufacturing, Research, PowerPoint, Financial Modeling, Analysis, Finance, Economics, Market Research, Valuation, Due Diligence, Corporate Finance, Portfolio Management, Strategic Planning
Education
Case Western Reserve University 2013 — 2015
Master of Business Administration (M.B.A.)
Wittenberg University 2009 — 2013
BA, Economics, Biology, Summa Cum Laude
University of Oxford 2011 — 2012
(PPE) Philosophy, Politics, Economics
NDCL
Dan T. Moore Company April 2015 - Present
Dan T. Moore Company August 2014 - April 2015
KeyBanc Capital Markets May 2014 - August 2014
Partners Private Equity, LLC October 2013 - May 2014
Cleveland Clinic June 2012 - September 2012
Dan T. Moore Companies December 2011 - May 2012
CapitalWorks LLC May 2011 - January 2012
Wittenberg University January 2010 - May 2011
Skills
Financial Analysis, Private Equity, Investments, Entrepreneurship, Manufacturing, Research, PowerPoint, Financial Modeling, Analysis, Finance, Economics, Market Research, Valuation, Due Diligence, Corporate Finance, Portfolio Management, Strategic Planning
Education
Case Western Reserve University 2013 — 2015
Master of Business Administration (M.B.A.)
Wittenberg University 2009 — 2013
BA, Economics, Biology, Summa Cum Laude
University of Oxford 2011 — 2012
(PPE) Philosophy, Politics, Economics
NDCL
Kirk Mahoney's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at Pacific Crest Securities
Industry Financial Services
Experience
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
New Canaan Country Club May 2011 - September 2012
Self employed May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Industry Research, Microsoft Excel, Financial Statements, Statistics, Financial Forecasting, Economics, Calculus, Financial Accounting, Equities, Investments, Corporate Finance
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Fairfield Preparatory High School 2007 — 2011
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
New Canaan Country Club May 2011 - September 2012
Self employed May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Industry Research, Microsoft Excel, Financial Statements, Statistics, Financial Forecasting, Economics, Calculus, Financial Accounting, Equities, Investments, Corporate Finance
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Fairfield Preparatory High School 2007 — 2011
Robert Byers Robert Byers's KeyBanc Capital Markets Experience 2012 - May 2014
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
KeyBanc Capital Markets 2012 - May 2014
BNP Paribas May 2011 - November 2011
KeyBanc Capital Markets September 2008 - April 2011
Deutsche Bank Securities 1998 - 2008
Sanwa Securities 1990 - 1997
Skills
Accounting, Fixed Income, Securities, Treasury, Banking, Mortgage Lending, Sales, Currency, MBS, Pension Funds
Education
Allegheny College 1979 — 1983
BS Econmoics , Business/ Economics
BNY Mellon July 2015 - Present
KeyBanc Capital Markets 2012 - May 2014
BNP Paribas May 2011 - November 2011
KeyBanc Capital Markets September 2008 - April 2011
Deutsche Bank Securities 1998 - 2008
Sanwa Securities 1990 - 1997
Skills
Accounting, Fixed Income, Securities, Treasury, Banking, Mortgage Lending, Sales, Currency, MBS, Pension Funds
Education
Allegheny College 1979 — 1983
BS Econmoics , Business/ Economics
Jim Kerrigan's KeyBanc Capital Markets Experience January 2009 - February 2012
Job Sr. Fixed Income Trader at Key Private Bank
Industry Capital Markets
Experience
Key Private Bank February 2012 - Present
KeyBanc Capital Markets January 2009 - February 2012
E&M Consulting of Raymond James & Associates December 2007 - October 2008
KeyBanc Capital Markets October 2003 - February 2007
McDonald Investments February 2002 - October 2003
Skills
Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Securities, Capital Markets, Investments, Portfolio Management, Wealth Management, Asset Managment, Trading, Asset Allocation, FINRA, Alternative Investments, Investment Advisory
Education
Bowling Green State University 1997 — 2001
Bachelor, Finance
Key Private Bank February 2012 - Present
KeyBanc Capital Markets January 2009 - February 2012
E&M Consulting of Raymond James & Associates December 2007 - October 2008
KeyBanc Capital Markets October 2003 - February 2007
McDonald Investments February 2002 - October 2003
Skills
Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Securities, Capital Markets, Investments, Portfolio Management, Wealth Management, Asset Managment, Trading, Asset Allocation, FINRA, Alternative Investments, Investment Advisory
Education
Bowling Green State University 1997 — 2001
Bachelor, Finance
Tyler Simons Tyler Simons's KeyBanc Capital Markets Experience 2012 - 2014
Job Assistant Vice President, Investment Banking, Ziegler
Industry Investment Banking
Experience
Ziegler 2014 - Present
KeyBanc Capital Markets 2012 - 2014
RBC Capital Markets 2010 - 2012
Skills
Credit Analysis, Investment Banking, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Financial Statement..., Bond Markets, High Yield Bonds, DBC Finance, Municipal Finance, Due Diligence, Fixed Income, Investments, Finance, Bloomberg
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MBA
Brigham Young University, Marriott School of Management 1998 — 2005
B.S.
Ziegler 2014 - Present
KeyBanc Capital Markets 2012 - 2014
RBC Capital Markets 2010 - 2012
Skills
Credit Analysis, Investment Banking, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Financial Statement..., Bond Markets, High Yield Bonds, DBC Finance, Municipal Finance, Due Diligence, Fixed Income, Investments, Finance, Bloomberg
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MBA
Brigham Young University, Marriott School of Management 1998 — 2005
B.S.
Gregory Berman, MBA's KeyBanc Capital Markets Experience July 2014 - Present
Job Investment Banking Associate at KeyBanc Capital Markets
Industry Utilities
Experience
KeyBanc Capital Markets July 2014 - Present
National Grid January 2013 - July 2014
National Grid July 2011 - December 2012
National Grid February 2010 - July 2011
National Grid August 2008 - February 2010
EMC May 2007 - September 2007
Boston Scientific May 2006 - September 2006
Skills
Process Improvement, PMO, Change Management, Organizational Design, Business Transformation, Business Analysis, Financial Analysis, Financial Reporting, Lean Six Sigma, Cost Reduction, Group Presentations, Operational Excellence, Six Sigma, Business Intelligence, Cross-functional Team..., Energy, Engineering, Management, Project Management, Project Planning, SAP, Strategy, Testing, Lean Manufacturing, Program Management, Mergers, Financial Modeling, Renewable Energy, Finance
Education
Boston University Graduate School of Management 2009 — 2012
MBA, Finance, Strategy & Business Analysis
Syracuse University - L.C. Smith College of Engineering 2003 — 2008
B.S., Biomedical Engineering
Algonquin Regional High School 1999 — 2003
KeyBanc Capital Markets July 2014 - Present
National Grid January 2013 - July 2014
National Grid July 2011 - December 2012
National Grid February 2010 - July 2011
National Grid August 2008 - February 2010
EMC May 2007 - September 2007
Boston Scientific May 2006 - September 2006
Skills
Process Improvement, PMO, Change Management, Organizational Design, Business Transformation, Business Analysis, Financial Analysis, Financial Reporting, Lean Six Sigma, Cost Reduction, Group Presentations, Operational Excellence, Six Sigma, Business Intelligence, Cross-functional Team..., Energy, Engineering, Management, Project Management, Project Planning, SAP, Strategy, Testing, Lean Manufacturing, Program Management, Mergers, Financial Modeling, Renewable Energy, Finance
Education
Boston University Graduate School of Management 2009 — 2012
MBA, Finance, Strategy & Business Analysis
Syracuse University - L.C. Smith College of Engineering 2003 — 2008
B.S., Biomedical Engineering
Algonquin Regional High School 1999 — 2003
Michael Riskind Michael Riskind's KeyBanc Capital Markets Experience March 2004 - October 2012
Job Founder & CEO at Highwood Estate Capital LLC
Industry Investment Banking
Experience
Highwood Estate Capital LLC November 2014 - Present
BB&T Capital Markets June 2013 - October 2014
KeyBanc Capital Markets March 2004 - October 2012
UBS Investment Bank August 2000 - March 2004
Skills
Investment Banking, Equities, Capital Markets, Bloomberg, Fixed Income, Valuation, Trading, Hedge Funds, Series 7, Equity Trading, Equity Research, Alternative Investments, Asset Allocation, Equity Sales, Asset Management, Corporate Finance, Equity Valuation, Financial Analysis, Financial Markets, Financial Services, Investments, Mutual Funds, Securities, Series 63, Team Leadership
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (M.B.A.), Finance, Marketing
Cornell University 1989 — 1993
Bachelor of Arts (BA), Government, International Relations
Choate Rosemary Hall 1986 — 1989
Highwood Estate Capital LLC November 2014 - Present
BB&T Capital Markets June 2013 - October 2014
KeyBanc Capital Markets March 2004 - October 2012
UBS Investment Bank August 2000 - March 2004
Skills
Investment Banking, Equities, Capital Markets, Bloomberg, Fixed Income, Valuation, Trading, Hedge Funds, Series 7, Equity Trading, Equity Research, Alternative Investments, Asset Allocation, Equity Sales, Asset Management, Corporate Finance, Equity Valuation, Financial Analysis, Financial Markets, Financial Services, Investments, Mutual Funds, Securities, Series 63, Team Leadership
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (M.B.A.), Finance, Marketing
Cornell University 1989 — 1993
Bachelor of Arts (BA), Government, International Relations
Choate Rosemary Hall 1986 — 1989
Brent Stackhouse Brent Stackhouse's KeyBanc Capital Markets Experience September 1995 - Present
Job
Industry Financial Services
Experience
KeyBanc Capital Markets September 1995 - Present
Education
Baldwin Wallace University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
KeyBanc Capital Markets September 1995 - Present
Education
Baldwin Wallace University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Dan Gallo Dan Gallo's KeyBanc Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2014 - Present
KeyBanc Capital Markets June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
R & B Communications May 2011 - August 2011
Education
Case Western Reserve University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Case Western Reserve University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Willoughby South High 2006 — 2010
KeyBanc Capital Markets July 2014 - Present
KeyBanc Capital Markets June 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
R & B Communications May 2011 - August 2011
Education
Case Western Reserve University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Case Western Reserve University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Willoughby South High 2006 — 2010
William Beecher William Beecher's KeyBanc Capital Markets Experience June 2015 - Present
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2015 - Present
KeyBanc Capital Markets February 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Corporate Finance, Data Analysis, Microsoft Office, Financial Analysis, Market Research, Accounting, Statistics, Leadership, Financial Modeling, Teamwork, Research, Matlab, Public Speaking
Education
Case Western Reserve University 2011 — 2015
Bachelor's degree, Accounting and Finance
KeyBanc Capital Markets June 2015 - Present
KeyBanc Capital Markets February 2014 - September 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Corporate Finance, Data Analysis, Microsoft Office, Financial Analysis, Market Research, Accounting, Statistics, Leadership, Financial Modeling, Teamwork, Research, Matlab, Public Speaking
Education
Case Western Reserve University 2011 — 2015
Bachelor's degree, Accounting and Finance
Brock Weber's KeyBanc Capital Markets Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Harris Williams
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
KeyCorp May 2014 - August 2014
Heinen's August 2010 - August 2013
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science in Management
Chagrin Falls High School 2008 — 2012
KeyBanc Capital Markets June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
KeyCorp May 2014 - August 2014
Heinen's August 2010 - August 2013
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science in Management
Chagrin Falls High School 2008 — 2012
Siddhartha Khemka Siddhartha Khemka's KeyBanc Capital Markets Experience 1998 - 2000
Job VP, Finance at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2009
Staples 2005 - 2006
Staples 2002 - 2005
IBM 2001 - 2001
KeyBanc Capital Markets 1998 - 2000
Skills
Financial Planning, Financial Analysis, Corporate Finance, Financial Reporting, Equity Research, Equity Valuation, International Business, Financial Systems, Business Planning, Operations Management, Financial Modeling, Budgets, Process Improvement, Forecasting, Strategic Planning, Analysis
Education
Bentley University 2000 — 2002
Master's Degree, Management Information Systems
University of Toledo 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2009
Staples 2005 - 2006
Staples 2002 - 2005
IBM 2001 - 2001
KeyBanc Capital Markets 1998 - 2000
Skills
Financial Planning, Financial Analysis, Corporate Finance, Financial Reporting, Equity Research, Equity Valuation, International Business, Financial Systems, Business Planning, Operations Management, Financial Modeling, Budgets, Process Improvement, Forecasting, Strategic Planning, Analysis
Education
Bentley University 2000 — 2002
Master's Degree, Management Information Systems
University of Toledo 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Jack Mahoney's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Incoming Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Ballastshop.com May 2012 - November 2013
Ziegler August 2013 - August 2013
Tucker Ellis LLP May 2013 - July 2013
5 Star Valet April 2011 - March 2013
Education
Boston College 2012 — 2016
Accounting and Finance
St. Ignatius High School 2008 — 2012
High School Diploma
Jefferies May 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Ballastshop.com May 2012 - November 2013
Ziegler August 2013 - August 2013
Tucker Ellis LLP May 2013 - July 2013
5 Star Valet April 2011 - March 2013
Education
Boston College 2012 — 2016
Accounting and Finance
St. Ignatius High School 2008 — 2012
High School Diploma
Diana Kim's KeyBanc Capital Markets Experience September 2008 - May 2010
Job UX Designer
Industry Design
Experience
Wello / Weightwatchers May 2015 - Present
Autodesk May 2014 - May 2015
Intel Corporation April 2013 - May 2014
Fluid September 2012 - April 2013
HUGE June 2012 - September 2012
California College of the Arts September 2010 - June 2012
Liquid Agency June 2011 - October 2011
Great Monday October 2010 - October 2011
KeyBanc Capital Markets September 2008 - May 2010
JPMorganChase August 2004 - August 2008
Skills
User Experience, Design Thinking, Storytelling, User Research, Design Research, Interaction Design, Usability Testing, Wireframes, Information Architecture, Contextual Inquiry, Adobe Creative Suite, Financial Analysis, Sketching, Heuristic Evaluation, User Experience Design, Persona, Design Strategy, Storyboarding, Writing, Empathy, Korean, Analysis, Ethnography, Strategy, Information Design, User Scenarios, Concept Development, Usability, Research Design, Sketch, InVision, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business
BS, Finance and Marketing
California College of the Arts
MFA, Interaction Design
General Assembly
Digital Marketing
Berkeley Digital Film Institute 2011 — 2011
Certificate, Intensive in Film Producing and Directing
Wello / Weightwatchers May 2015 - Present
Autodesk May 2014 - May 2015
Intel Corporation April 2013 - May 2014
Fluid September 2012 - April 2013
HUGE June 2012 - September 2012
California College of the Arts September 2010 - June 2012
Liquid Agency June 2011 - October 2011
Great Monday October 2010 - October 2011
KeyBanc Capital Markets September 2008 - May 2010
JPMorganChase August 2004 - August 2008
Skills
User Experience, Design Thinking, Storytelling, User Research, Design Research, Interaction Design, Usability Testing, Wireframes, Information Architecture, Contextual Inquiry, Adobe Creative Suite, Financial Analysis, Sketching, Heuristic Evaluation, User Experience Design, Persona, Design Strategy, Storyboarding, Writing, Empathy, Korean, Analysis, Ethnography, Strategy, Information Design, User Scenarios, Concept Development, Usability, Research Design, Sketch, InVision, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business
BS, Finance and Marketing
California College of the Arts
MFA, Interaction Design
General Assembly
Digital Marketing
Berkeley Digital Film Institute 2011 — 2011
Certificate, Intensive in Film Producing and Directing
Carrie Hooks Beddell Carrie Hooks Beddell's KeyBanc Capital Markets Experience June 2005 - November 2006
Job Communications Specialist at Con Edison
Industry Marketing and Advertising
Experience
Con Edison June 2014 - Present
PNC August 2009 - May 2014
National City Bank November 2006 - July 2009
KeyBanc Capital Markets June 2005 - November 2006
The Record-Courier September 2003 - June 2004
Skills
Marketing, Marketing Communications, Event Planning, Customer Service, Advertising, Fundraising, Strategic Planning, Budgets, Marketing Strategy, Internal Communications, Project Management, Visual Merchandising, Business Writing, Training, Competitive Analysis, Management
Education
Bowling Green State University 1999 — 2003
Bachelor of Arts (B.A.), Public Relations, Journalism
Con Edison June 2014 - Present
PNC August 2009 - May 2014
National City Bank November 2006 - July 2009
KeyBanc Capital Markets June 2005 - November 2006
The Record-Courier September 2003 - June 2004
Skills
Marketing, Marketing Communications, Event Planning, Customer Service, Advertising, Fundraising, Strategic Planning, Budgets, Marketing Strategy, Internal Communications, Project Management, Visual Merchandising, Business Writing, Training, Competitive Analysis, Management
Education
Bowling Green State University 1999 — 2003
Bachelor of Arts (B.A.), Public Relations, Journalism
Kara Lippe Kara Lippe's KeyBanc Capital Markets Experience October 2006 - July 2008
Job Certified Small Animal Massage Therapist at The Wag
Industry Executive Office
Experience
The Wag Pet Service November 2014 - Present
L.E.K. Consulting August 2008 - Present
KeyBanc Capital Markets October 2006 - July 2008
Daniel Webster College July 2005 - October 2006
Binghamton University January 2003 - June 2005
SUNY Oneonta August 2000 - December 2002
Skills
Microsoft Excel, Staff Development, Student Affairs, PowerPoint, Event Management, Outlook, Higher Education, Microsoft Office, Management, Policy, Budgets, Event Planning, Animal Welfare, Community Outreach, Research, Animal Care, Social Media, Training, Public Speaking
Education
Bancroft School of Massage Therapy
Certified Small Animal Massage Therapist
Binghamton University 2001 — 2004
Master of Arts, Student Personnel and Diversity
Franklin Pierce University 1996 — 2000
Bachelor of Arts, Mass Communication and Criminal Justice
The Wag Pet Service November 2014 - Present
L.E.K. Consulting August 2008 - Present
KeyBanc Capital Markets October 2006 - July 2008
Daniel Webster College July 2005 - October 2006
Binghamton University January 2003 - June 2005
SUNY Oneonta August 2000 - December 2002
Skills
Microsoft Excel, Staff Development, Student Affairs, PowerPoint, Event Management, Outlook, Higher Education, Microsoft Office, Management, Policy, Budgets, Event Planning, Animal Welfare, Community Outreach, Research, Animal Care, Social Media, Training, Public Speaking
Education
Bancroft School of Massage Therapy
Certified Small Animal Massage Therapist
Binghamton University 2001 — 2004
Master of Arts, Student Personnel and Diversity
Franklin Pierce University 1996 — 2000
Bachelor of Arts, Mass Communication and Criminal Justice
Matt Timpanelli's KeyBanc Capital Markets Experience 2012 - December 2013
Job Institutional Equity Sales at Wolfe Research, LLC
Industry Capital Markets
Experience
Wolfe Research, LLC February 2015 - Present
KLR Group, LLC January 2014 - December 2014
KeyBanc Capital Markets 2012 - December 2013
Janney Montgomery Scott June 2012 - August 2012
Sage American Grill and Oyster Bar June 2011 - June 2012
Mare Bello Fine Italian Cuisine May 2010 - August 2010
Education
Bentley University 2012 — 2013
Master of Science (MS), Finance
Florida State University - College of Business 2009 — 2012
Bachelor's, Finance, Applied Economics
Wolfe Research, LLC February 2015 - Present
KLR Group, LLC January 2014 - December 2014
KeyBanc Capital Markets 2012 - December 2013
Janney Montgomery Scott June 2012 - August 2012
Sage American Grill and Oyster Bar June 2011 - June 2012
Mare Bello Fine Italian Cuisine May 2010 - August 2010
Education
Bentley University 2012 — 2013
Master of Science (MS), Finance
Florida State University - College of Business 2009 — 2012
Bachelor's, Finance, Applied Economics
Sheena Mathur Sheena Mathur's KeyBanc Capital Markets Experience May 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2015 - Present
Undergraduate Student Government April 2014 - May 2015
BioEnterprise June 2014 - April 2015
Case Western Reserve University School of Medicine January 2013 - December 2014
PeopleGuard LLC May 2011 - August 2011
Skills
Microsoft Office, Business Development, PowerPoint, Biochemistry, Research, Microsoft Excel, Business Strategy, Social Media Marketing, Start-ups, Public Speaking, Data Analysis, Social Media, Leadership, Teamwork
Education
Case Western Reserve University 2011 — 2015
Economics and Biochemistry
KeyBanc Capital Markets May 2015 - Present
Undergraduate Student Government April 2014 - May 2015
BioEnterprise June 2014 - April 2015
Case Western Reserve University School of Medicine January 2013 - December 2014
PeopleGuard LLC May 2011 - August 2011
Skills
Microsoft Office, Business Development, PowerPoint, Biochemistry, Research, Microsoft Excel, Business Strategy, Social Media Marketing, Start-ups, Public Speaking, Data Analysis, Social Media, Leadership, Teamwork
Education
Case Western Reserve University 2011 — 2015
Economics and Biochemistry
Eric Rex Eric Rex's KeyBanc Capital Markets Experience July 2013 - Present
Job Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets July 2013 - Present
KeyBank July 2012 - July 2013
KeyBank July 2012 - September 2012
Merrill Lynch June 2010 - August 2010
Education
Canisius College 2007 — 2011
Bachelors of Science, Finance
Padua Franciscan High School 2003 — 2006
Erie Cathedral Preparatory School 2002 — 2003
KeyBanc Capital Markets July 2013 - Present
KeyBank July 2012 - July 2013
KeyBank July 2012 - September 2012
Merrill Lynch June 2010 - August 2010
Education
Canisius College 2007 — 2011
Bachelors of Science, Finance
Padua Franciscan High School 2003 — 2006
Erie Cathedral Preparatory School 2002 — 2003
Brendan Blake, CFA's KeyBanc Capital Markets Experience February 2014 - Present
Job Equity Research Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2014 - Present
Verbatim Advisory Group July 2012 - February 2014
Fidelity Investments July 2011 - July 2012
Fidelity Investments June 2010 - September 2010
ARAMARK April 2010 - September 2010
Boston University Club Baseball 2009 - 2010
Skills
Fundamental Research, Excel, PowerPoint, Investments, Analysis, Industry Analysis, Funding
Education
Boston University Questrom School of Business 2007 — 2011
Business, Finance
Lincoln-Sudbury Regional High School 2003 — 2007
KeyBanc Capital Markets February 2014 - Present
Verbatim Advisory Group July 2012 - February 2014
Fidelity Investments July 2011 - July 2012
Fidelity Investments June 2010 - September 2010
ARAMARK April 2010 - September 2010
Boston University Club Baseball 2009 - 2010
Skills
Fundamental Research, Excel, PowerPoint, Investments, Analysis, Industry Analysis, Funding
Education
Boston University Questrom School of Business 2007 — 2011
Business, Finance
Lincoln-Sudbury Regional High School 2003 — 2007
Parth Bhardwaj's KeyBanc Capital Markets Experience October 2013 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets October 2013 - Present
Orchid June 2013 - July 2013
Moelis & Company June 2012 - August 2012
Valuation Research Corporation June 2011 - September 2011
Citigroup February 2011 - April 2011
Valuation Research Corporation May 2010 - September 2010
Education
Boston University 2008 — 2013
Georgetown University 2007 — 2007
Gateway to Business Program
KeyBanc Capital Markets October 2013 - Present
Orchid June 2013 - July 2013
Moelis & Company June 2012 - August 2012
Valuation Research Corporation June 2011 - September 2011
Citigroup February 2011 - April 2011
Valuation Research Corporation May 2010 - September 2010
Education
Boston University 2008 — 2013
Georgetown University 2007 — 2007
Gateway to Business Program
Jared Davin Jared Davin's KeyBanc Capital Markets Experience March 2014 - Present
Job Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2014 - Present
EdgePoint Capital Advisors May 2010 - March 2014
Longbow Research July 2008 - May 2010
Sherwin Williams September 2006 - February 2008
Skills
Financial Modeling, Investment Banking, Accounting, Mergers & Acquisitions, Finance, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2009
Master of Science (MS), Finance
Case Western Reserve University 2004 — 2008
Bachelor of Science (BS), Finance
KeyBanc Capital Markets March 2014 - Present
EdgePoint Capital Advisors May 2010 - March 2014
Longbow Research July 2008 - May 2010
Sherwin Williams September 2006 - February 2008
Skills
Financial Modeling, Investment Banking, Accounting, Mergers & Acquisitions, Finance, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2009
Master of Science (MS), Finance
Case Western Reserve University 2004 — 2008
Bachelor of Science (BS), Finance
Julie Waring Julie Waring's KeyBanc Capital Markets Experience August 2011 - Present
Job Equity Sales Trader at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2011 - Present
Bloomberg August 2007 - July 2011
Bloomberg January 2008 - February 2009
Skills
Advertising, Consulting, Bloomberg, Marketing, Sales, Social Media, Research, Account Management, Media Relations, Public Relations, Series 7
Education
John Carroll University 2003 — 2007
Bachelor of Arts, Communications
Bond University 2005 — 2006
BS, Advertising
Solon High School 1999 — 2003
KeyBanc Capital Markets August 2011 - Present
Bloomberg August 2007 - July 2011
Bloomberg January 2008 - February 2009
Skills
Advertising, Consulting, Bloomberg, Marketing, Sales, Social Media, Research, Account Management, Media Relations, Public Relations, Series 7
Education
John Carroll University 2003 — 2007
Bachelor of Arts, Communications
Bond University 2005 — 2006
BS, Advertising
Solon High School 1999 — 2003
J.R. Doolos J.R. Doolos's KeyBanc Capital Markets Experience March 2014 - Present
Job Vice President at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets March 2014 - Present
KeyBanc Capital Markets August 2011 - Present
Western Reserve Partners LLC August 2010 - September 2011
KeyBanc Capital Markets January 2008 - August 2010
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, LBO, Capital Markets, Due Diligence, Financial Analysis, Business Valuation, Capital IQ, Finance, M, Private Placements, Series 7, Capital Raising, Equity Valuation, Series 63, Divestitures, Capital Structure, Banking, Equity Research
Education
Case Western Reserve University 2003 — 2007
BS, Banking & Finance
KeyBanc Capital Markets March 2014 - Present
KeyBanc Capital Markets August 2011 - Present
Western Reserve Partners LLC August 2010 - September 2011
KeyBanc Capital Markets January 2008 - August 2010
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, LBO, Capital Markets, Due Diligence, Financial Analysis, Business Valuation, Capital IQ, Finance, M, Private Placements, Series 7, Capital Raising, Equity Valuation, Series 63, Divestitures, Capital Structure, Banking, Equity Research
Education
Case Western Reserve University 2003 — 2007
BS, Banking & Finance
Lee K. Lem's KeyBanc Capital Markets Experience 2001 - 2003
Job Financial Sponsors Credit Investing
Industry Investment Banking
Experience
ING Capital, LLC 2014 - Present
Bank of America Merrill Lynch 2006 - 2014
Vision Venture Fund 2003 - 2005
KeyBanc Capital Markets 2001 - 2003
Skills
High Yield, Capital Structure, Debt, Capital Markets, Valuation, Private Equity, Leveraged Finance, Relative Value, Special Situations, Fundamental Research, Equities, LBO, Buyouts, Investment Banking, Credit Assessment, Financial Modeling, Buy-side, Sell Side, Distressed Debt, Structuring, Business Valuation, Due Diligence, Mezzanine, Recapitalizations, Credit Analysis, Deal Execution, Bonds
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Case Western Reserve University 1997 — 2001
Bachelor's Degree, Management (Finance)
ING Capital, LLC 2014 - Present
Bank of America Merrill Lynch 2006 - 2014
Vision Venture Fund 2003 - 2005
KeyBanc Capital Markets 2001 - 2003
Skills
High Yield, Capital Structure, Debt, Capital Markets, Valuation, Private Equity, Leveraged Finance, Relative Value, Special Situations, Fundamental Research, Equities, LBO, Buyouts, Investment Banking, Credit Assessment, Financial Modeling, Buy-side, Sell Side, Distressed Debt, Structuring, Business Valuation, Due Diligence, Mezzanine, Recapitalizations, Credit Analysis, Deal Execution, Bonds
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Case Western Reserve University 1997 — 2001
Bachelor's Degree, Management (Finance)
Paul Dhruvan's KeyBanc Capital Markets Experience 2005 - 2006
Job Manager Transactions and Restructuring at KPMG
Industry Investment Banking
Experience
KPMG 2014 - Present
BBK 2006 - 2014
KeyBanc Capital Markets 2005 - 2006
Deluxe Pattern / Venture Industries June 2000 - May 2005
Douglas Corporation April 1998 - April 2000
Ford Motor Company (Visteon) June 1994 - March 1998
Skills
Financial Modeling, Divestitures, Private Equity, Due Diligence, Restructuring, Corporate Development, Process Improvement, Valuation, Corporate Finance, Mergers & Acquisitions, Mergers, Business Valuation, Strategic Planning, Manufacturing, Acquisition Integration, Forecasting, M&A experience, Investments, Finance
Education
University of Michigan - Ross School of Business 2002 — 2005
MBA, Finance
Case Western Reserve University 1990 — 1994
B.S., Mechanical Engineering
Minneapolis South High School
KPMG 2014 - Present
BBK 2006 - 2014
KeyBanc Capital Markets 2005 - 2006
Deluxe Pattern / Venture Industries June 2000 - May 2005
Douglas Corporation April 1998 - April 2000
Ford Motor Company (Visteon) June 1994 - March 1998
Skills
Financial Modeling, Divestitures, Private Equity, Due Diligence, Restructuring, Corporate Development, Process Improvement, Valuation, Corporate Finance, Mergers & Acquisitions, Mergers, Business Valuation, Strategic Planning, Manufacturing, Acquisition Integration, Forecasting, M&A experience, Investments, Finance
Education
University of Michigan - Ross School of Business 2002 — 2005
MBA, Finance
Case Western Reserve University 1990 — 1994
B.S., Mechanical Engineering
Minneapolis South High School
Brendon Ruth's KeyBanc Capital Markets Experience 1999 - 2001
Job Leasing Representative at Chase Properties Ltd.
Industry Commercial Real Estate
Experience
Chase Properties Ltd. December 2012 - Present
CLS Facility Services April 2012 - December 2012
Party City Retail Group February 2010 - November 2011
DDR Corp. July 2006 - February 2010
GTECH Corporation November 2001 - July 2006
KeyBanc Capital Markets 1999 - 2001
Skills
Real Estate, Contract Negotiation, Strategic Planning, Negotiation, Budgets, New Business Development, Business Development, Sales, Project Management, Team Building, Marketing Strategy, Forecasting, Account Management, Leases, Marketing, Location Intelligence, Market Planning, Retail, Market Research, Property Management, Management, Sales Operations, Training, Sales Management, Product Management, B2B, Selling, Real Estate Transactions, Market Analysis, Commercial Real Estate, Real Estate Development, Shopping Centers, Real Estate Economics
Education
Baldwin Wallace University 2004 — 2006
MBA, International Masters of Business Administration
Heidelberg University 1996 — 1999
B.S, Business Administration & Public Relations
Elyria Catholic High School 1991 — 1995
High School Diploma, High School - 4 years
Chase Properties Ltd. December 2012 - Present
CLS Facility Services April 2012 - December 2012
Party City Retail Group February 2010 - November 2011
DDR Corp. July 2006 - February 2010
GTECH Corporation November 2001 - July 2006
KeyBanc Capital Markets 1999 - 2001
Skills
Real Estate, Contract Negotiation, Strategic Planning, Negotiation, Budgets, New Business Development, Business Development, Sales, Project Management, Team Building, Marketing Strategy, Forecasting, Account Management, Leases, Marketing, Location Intelligence, Market Planning, Retail, Market Research, Property Management, Management, Sales Operations, Training, Sales Management, Product Management, B2B, Selling, Real Estate Transactions, Market Analysis, Commercial Real Estate, Real Estate Development, Shopping Centers, Real Estate Economics
Education
Baldwin Wallace University 2004 — 2006
MBA, International Masters of Business Administration
Heidelberg University 1996 — 1999
B.S, Business Administration & Public Relations
Elyria Catholic High School 1991 — 1995
High School Diploma, High School - 4 years
J.W. Sean Dorsey's KeyBanc Capital Markets Experience July 1998 - May 2002
Job Founder and CEO of League Park Advisors
Industry Investment Banking
Experience
League Park Advisors July 2010 - Present
Achill Partners January 2012 - Present
SFI Capital Group August 2012 - Present
National City May 2002 - May 2009
KeyBanc Capital Markets July 1998 - May 2002
McDonald Investments September 1993 - July 1998
Baker & Hostetler LLP March 1985 - September 1993
Education
Case Western Reserve University School of Law 1982 — 1985
JD, Law
Cornell University 1978 — 1982
AB, Government
League Park Advisors July 2010 - Present
Achill Partners January 2012 - Present
SFI Capital Group August 2012 - Present
National City May 2002 - May 2009
KeyBanc Capital Markets July 1998 - May 2002
McDonald Investments September 1993 - July 1998
Baker & Hostetler LLP March 1985 - September 1993
Education
Case Western Reserve University School of Law 1982 — 1985
JD, Law
Cornell University 1978 — 1982
AB, Government
Randhir Sethi's KeyBanc Capital Markets Experience 1999 - 2001
Job COCEO, Wholesome International LLC
Industry Hospitality
Experience
Wholesome International January 2007 - Present
EFI 2003 - 2004
Printcafe Software 2001 - 2004
KeyBanc Capital Markets 1999 - 2001
Ernst & Young Consulting 1998 - 2000
Deloitte Consulting 1996 - 1998
Education
Case Western Reserve University 1991 — 1996
Bachelor of Science, Computer Engineering
Manav Sthali School 1987 — 1989
High School
Wholesome International January 2007 - Present
EFI 2003 - 2004
Printcafe Software 2001 - 2004
KeyBanc Capital Markets 1999 - 2001
Ernst & Young Consulting 1998 - 2000
Deloitte Consulting 1996 - 1998
Education
Case Western Reserve University 1991 — 1996
Bachelor of Science, Computer Engineering
Manav Sthali School 1987 — 1989
High School
Jane Thorn Leeson's KeyBanc Capital Markets Experience January 2011 - June 2014
Job Research Lead at L2: Business Intelligence for Digital
Industry Financial Services
Experience
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
Eric Bapes's KeyBanc Capital Markets Experience June 2014 - January 2015
Job Bapes Ventures
Industry Venture Capital & Private Equity
Experience
Bapes Ventures January 2015 - Present
KeyBanc Capital Markets June 2014 - January 2015
KBCM January 2012 - June 2014
Joseph D. Carney & Associates, LLC August 2010 - May 2011
Case Western University School of Law August 2008 - May 2011
Office of the United States Attorney- Northern District of Ohio August 2010 - February 2011
United States Attorney's Office May 2009 - August 2009
Baldwin Gilman LLC August 2007 - August 2008
Miami University 2003 - 2007
Foley & Lardner LLP May 2006 - September 2006
Skills
Criminal Law, Litigation, Civil Litigation, Legal Writing, Corporate Law, Commercial Litigation, Courts, Legal Research, Research, Westlaw
Education
Case Western Reserve University School of Law 2008 — 2011
J.D., Law
Miami University 2003 — 2007
B.S. Business Administration, Marketing
Bapes Ventures January 2015 - Present
KeyBanc Capital Markets June 2014 - January 2015
KBCM January 2012 - June 2014
Joseph D. Carney & Associates, LLC August 2010 - May 2011
Case Western University School of Law August 2008 - May 2011
Office of the United States Attorney- Northern District of Ohio August 2010 - February 2011
United States Attorney's Office May 2009 - August 2009
Baldwin Gilman LLC August 2007 - August 2008
Miami University 2003 - 2007
Foley & Lardner LLP May 2006 - September 2006
Skills
Criminal Law, Litigation, Civil Litigation, Legal Writing, Corporate Law, Commercial Litigation, Courts, Legal Research, Research, Westlaw
Education
Case Western Reserve University School of Law 2008 — 2011
J.D., Law
Miami University 2003 — 2007
B.S. Business Administration, Marketing
Frank Gauvain's KeyBanc Capital Markets Experience January 2008 - Present
Job DirectorInstitutional Equity Sales KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets January 2008 - Present
Morgan Joseph TriArtisan LLC 2005 - 2007
Advest, Inc. 2001 - 2003
Education
Bryant University 1993 — 1995
Finance, General
Merrimack College 1991 — 1993
East Catholic High School
KeyBanc Capital Markets January 2008 - Present
Morgan Joseph TriArtisan LLC 2005 - 2007
Advest, Inc. 2001 - 2003
Education
Bryant University 1993 — 1995
Finance, General
Merrimack College 1991 — 1993
East Catholic High School
Alvin Siu's KeyBanc Capital Markets Experience August 2015 - Present
Job Senior Equity Research Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2015 - Present
KeyBanc Capital Markets May 2014 - July 2014
Management Sciences for Health August 2009 - July 2013
BAE Systems June 2007 - August 2009
Merrill Lynch June 2006 - December 2006
Skills
Financial Reporting, Financial Analysis, Excel, Investments, Business Analysis, Financial Modeling, Data Analysis, Research, Analysis, Earned Value Management, Budgets, Forecasting, Strategic Planning, Microsoft Office, FAR, Accounting, Program Management, PowerPoint, International..., Strategic Financial..., Financial Accounting, Stock Market Analysis, Equity Research Analysis, Financial Risk..., Non-profit Consulting, Non-profits..., Leadership, Management Consulting, Business Strategy, Business Planning, Valuation, Project Management, Portfolio Management, Microsoft Excel, Managerial Finance, Strategy, Finance, Variance Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's of Science in Business Administration, Concentrations: Finance & Accounting, 3.5/4.0
KeyBanc Capital Markets August 2015 - Present
KeyBanc Capital Markets May 2014 - July 2014
Management Sciences for Health August 2009 - July 2013
BAE Systems June 2007 - August 2009
Merrill Lynch June 2006 - December 2006
Skills
Financial Reporting, Financial Analysis, Excel, Investments, Business Analysis, Financial Modeling, Data Analysis, Research, Analysis, Earned Value Management, Budgets, Forecasting, Strategic Planning, Microsoft Office, FAR, Accounting, Program Management, PowerPoint, International..., Strategic Financial..., Financial Accounting, Stock Market Analysis, Equity Research Analysis, Financial Risk..., Non-profit Consulting, Non-profits..., Leadership, Management Consulting, Business Strategy, Business Planning, Valuation, Project Management, Portfolio Management, Microsoft Excel, Managerial Finance, Strategy, Finance, Variance Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's of Science in Business Administration, Concentrations: Finance & Accounting, 3.5/4.0
Steve Barger's KeyBanc Capital Markets Experience January 2004 - Present
Job Equity Research Analyst at KeyBanc Capital Markets
Industry Research
Experience
KeyBanc Capital Markets January 2004 - Present
US Army 1986 - July 1990
Skills
Financial Modeling, Series 7, Valuation, Bloomberg, Equities, Financial Analysis, Investment Banking, Investments, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Risk Management, Investment Strategies, Hedge Funds, Due Diligence, Fixed Income, Asset Allocation, Investment Management, Corporate Finance, Private Equity, Derivatives, Equity Valuation, Securities, DCF, Bloomberg Terminal, Asset Management, Alternative Investments, Mutual Funds, Venture Capital
Education
Case Western Reserve University
KeyBanc Capital Markets January 2004 - Present
US Army 1986 - July 1990
Skills
Financial Modeling, Series 7, Valuation, Bloomberg, Equities, Financial Analysis, Investment Banking, Investments, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Risk Management, Investment Strategies, Hedge Funds, Due Diligence, Fixed Income, Asset Allocation, Investment Management, Corporate Finance, Private Equity, Derivatives, Equity Valuation, Securities, DCF, Bloomberg Terminal, Asset Management, Alternative Investments, Mutual Funds, Venture Capital
Education
Case Western Reserve University
Sara Durgin's KeyBanc Capital Markets Experience January 2010 - November 2010
Job Institutional Equity Research Sales at Susquehanna Financial Group
Industry Financial Services
Experience
Susquehanna International Group November 2010 - Present
KeyBanc Capital Markets January 2010 - November 2010
Keybanc Capital Markets December 2004 - April 2010
KeyBanc Capital Markets January 2005 - January 2007
Skills
Series 7, Equities, Equity Research, Series 63, Bloomberg, Investments, Hedge Funds, Equity Valuation, Capital Markets, Alternative Investments
Education
Boston College 2000 — 2004
Hingham High School
Susquehanna International Group November 2010 - Present
KeyBanc Capital Markets January 2010 - November 2010
Keybanc Capital Markets December 2004 - April 2010
KeyBanc Capital Markets January 2005 - January 2007
Skills
Series 7, Equities, Equity Research, Series 63, Bloomberg, Investments, Hedge Funds, Equity Valuation, Capital Markets, Alternative Investments
Education
Boston College 2000 — 2004
Hingham High School
Nicole Williams Riccio's KeyBanc Capital Markets Experience August 1999 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 1999 - Present
Education
Boston College
KeyBanc Capital Markets August 1999 - Present
Education
Boston College
Rick Shelby's KeyBanc Capital Markets Experience February 1996 - June 1999
Job Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. June 1999 - Present
KeyBanc Capital Markets February 1996 - June 1999
U.S. Bank February 1992 - February 1993
Skills
Investments, Investment Strategies, Retirement Planning, Series 7, Asset Allocation, High Net Worth..., Mutual Funds, Wealth Management, Investment Advisory, Securities, Financial Advisory, Strategic Financial..., Retirement, Series 63, Portfolio Management, Financial Modeling, Equities, Estate Planning, Financial Analysis, Asset Management, 401k
Education
Bellevue Community College 1975 — 1979
Accounting and Finance
D.A. Davidson & Co. June 1999 - Present
KeyBanc Capital Markets February 1996 - June 1999
U.S. Bank February 1992 - February 1993
Skills
Investments, Investment Strategies, Retirement Planning, Series 7, Asset Allocation, High Net Worth..., Mutual Funds, Wealth Management, Investment Advisory, Securities, Financial Advisory, Strategic Financial..., Retirement, Series 63, Portfolio Management, Financial Modeling, Equities, Estate Planning, Financial Analysis, Asset Management, 401k
Education
Bellevue Community College 1975 — 1979
Accounting and Finance
Robert Ferer's KeyBanc Capital Markets Experience July 2011 - December 2013
Job Senior Analyst, Investor Relations at CONSOL Energy
Industry Oil & Energy
Experience
CONSOL Energy May 2015 - Present
Warren Resources January 2014 - April 2015
KeyBanc Capital Markets July 2011 - December 2013
KeyBanc Capital Markets November 2009 - July 2011
Rothstein Kass October 2008 - October 2009
KeyBanc Capital Markets May 2007 - August 2007
Kabrik Trading June 2006 - August 2006
Best Manufacturing June 2005 - August 2005
Tanton and Company LLP February 2004 - June 2004
Skills
Equity Research, Accounting, Investments, Finance, Financial Services, Analysis, Valuation, Management, Investor Relations, Financial Analysis, Financial Modeling, REIT, Oil&Gas, Natural Gas, Oil & Gas Exploration..., Strategic Planning, Due Diligence, Bloomberg, FactSet, Di Desktop, Microsoft Office
Education
Boston University 2004 — 2008
Bachelor's, Accounting, Philosophy
CONSOL Energy May 2015 - Present
Warren Resources January 2014 - April 2015
KeyBanc Capital Markets July 2011 - December 2013
KeyBanc Capital Markets November 2009 - July 2011
Rothstein Kass October 2008 - October 2009
KeyBanc Capital Markets May 2007 - August 2007
Kabrik Trading June 2006 - August 2006
Best Manufacturing June 2005 - August 2005
Tanton and Company LLP February 2004 - June 2004
Skills
Equity Research, Accounting, Investments, Finance, Financial Services, Analysis, Valuation, Management, Investor Relations, Financial Analysis, Financial Modeling, REIT, Oil&Gas, Natural Gas, Oil & Gas Exploration..., Strategic Planning, Due Diligence, Bloomberg, FactSet, Di Desktop, Microsoft Office
Education
Boston University 2004 — 2008
Bachelor's, Accounting, Philosophy
David Gesmondi's KeyBanc Capital Markets Experience January 2006 - May 2009
Job Managing Director at BellMark Partners LLC
Industry Investment Banking
Experience
BellMark Partners LLC May 2009 - Present
KeyBanc Capital Markets January 2006 - May 2009
Covington Associates 2004 - 2005
Skills
Investment Banking, Strategy, Financial Modeling, Private Equity, Mergers, Management, Due Diligence, Mergers & Acquisitions, Restructuring, Credit, Leadership, Capital Raising, Capital, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
Boston College 1988 — 1992
BS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
Bachelor of Science (BS), Accounting
BellMark Partners LLC May 2009 - Present
KeyBanc Capital Markets January 2006 - May 2009
Covington Associates 2004 - 2005
Skills
Investment Banking, Strategy, Financial Modeling, Private Equity, Mergers, Management, Due Diligence, Mergers & Acquisitions, Restructuring, Credit, Leadership, Capital Raising, Capital, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
Boston College 1988 — 1992
BS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
Bachelor of Science (BS), Accounting
Tony Amador's KeyBanc Capital Markets Experience June 2002 - June 2009
Job Eaton Corporation Industrial Sector: Business Development & Planning
Industry Investment Banking
Experience
Eaton Corporation November 2013 - Present
BellMark Partners, LLC June 2009 - November 2013
KeyBanc Capital Markets June 2002 - June 2009
Fidelity Investments March 1997 - June 2000
Skills
LBO, Private Equity, Capital Raising, Investment Banking, Mergers, Strategy, Sell Side, Valuation, Restructuring, Mergers & Acquisitions, Corporate Finance, M&A experience
Education
Yale School of Management 2000 — 2002
MBA, Finance
Boston College 1990 — 1994
Bachelor of Arts, Economics
Eaton Corporation November 2013 - Present
BellMark Partners, LLC June 2009 - November 2013
KeyBanc Capital Markets June 2002 - June 2009
Fidelity Investments March 1997 - June 2000
Skills
LBO, Private Equity, Capital Raising, Investment Banking, Mergers, Strategy, Sell Side, Valuation, Restructuring, Mergers & Acquisitions, Corporate Finance, M&A experience
Education
Yale School of Management 2000 — 2002
MBA, Finance
Boston College 1990 — 1994
Bachelor of Arts, Economics
Richard Blann's KeyBanc Capital Markets Experience September 2014 - Present
Job Director, Mergers & Acquisitions at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
Ray Carso's KeyBanc Capital Markets Experience May 2012 - Present
Job Director at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets May 2012 - Present
Jefferies & Company February 2003 - March 2012
Wachovia Securities February 2001 - February 2003
ABN AMRO Bank N.V. April 1999 - February 2001
Bank of America April 1990 - April 1999
BMO Harris Bank 1986 - 1990
Skills
Trading, Bonds, Investment Banking, Portfolio Management, Capital Markets, Series 7, Corporate Finance, High Yield, Hedge Funds, Fixed Income, Investments, Equities, Derivatives, Bloomberg, Alternative Investments, Equity Research, Finance, Financial Markets, Sales, Securities, Structured Products
Education
Northwestern University - Kellogg School of Management 1988 — 1990
mba, finance /international business
Arizona State University 1982 — 1985
Bachelor's degree, Finance, General
Keybanc Capital Markets May 2012 - Present
Jefferies & Company February 2003 - March 2012
Wachovia Securities February 2001 - February 2003
ABN AMRO Bank N.V. April 1999 - February 2001
Bank of America April 1990 - April 1999
BMO Harris Bank 1986 - 1990
Skills
Trading, Bonds, Investment Banking, Portfolio Management, Capital Markets, Series 7, Corporate Finance, High Yield, Hedge Funds, Fixed Income, Investments, Equities, Derivatives, Bloomberg, Alternative Investments, Equity Research, Finance, Financial Markets, Sales, Securities, Structured Products
Education
Northwestern University - Kellogg School of Management 1988 — 1990
mba, finance /international business
Arizona State University 1982 — 1985
Bachelor's degree, Finance, General
Chris Peracchi's KeyBanc Capital Markets Experience July 2006 - December 2007
Job Vice President, Finance & Investor Relations, & Treasurer
Industry Oil & Energy
Experience
EXCO Resources, Inc. September 2014 - Present
EXCO Resources, Inc. May 2013 - August 2014
Nabors Industries April 2012 - April 2013
Superior Well Services, Inc. March 2009 - April 2012
KeyBanc Capital Markets July 2006 - December 2007
A.G. Edwards & Sons, Inc. August 1996 - July 2006
Banque Paribas June 1995 - August 1995
Coopers & Lybrand May 1990 - August 1994
Skills
Finance, Investor Relations, Banking, Corporate Development, Energy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Private Equity, Investments, Strategy, Portfolio Management, Capital Markets, Forecasting, Business Strategy, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Babson College 1986 — 1990
B.S., Accounting
B.C. High School 1982 — 1986
EXCO Resources, Inc. September 2014 - Present
EXCO Resources, Inc. May 2013 - August 2014
Nabors Industries April 2012 - April 2013
Superior Well Services, Inc. March 2009 - April 2012
KeyBanc Capital Markets July 2006 - December 2007
A.G. Edwards & Sons, Inc. August 1996 - July 2006
Banque Paribas June 1995 - August 1995
Coopers & Lybrand May 1990 - August 1994
Skills
Finance, Investor Relations, Banking, Corporate Development, Energy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Private Equity, Investments, Strategy, Portfolio Management, Capital Markets, Forecasting, Business Strategy, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Babson College 1986 — 1990
B.S., Accounting
B.C. High School 1982 — 1986
Bill Wahl's KeyBanc Capital Markets Experience
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets
Skills
Capital Markets, Investment Banking, Fixed Income, Series 7, Equities, Securities
Education
Bowling Green State University 1981 — 1985
B.S.B.A., Finance/Economics
KeyBanc Capital Markets
Skills
Capital Markets, Investment Banking, Fixed Income, Series 7, Equities, Securities
Education
Bowling Green State University 1981 — 1985
B.S.B.A., Finance/Economics
Dun-Ying Vicki Yu's KeyBanc Capital Markets Experience August 2004 - December 2005
Job Strategic Solutions Professional
Industry Management Consulting
Experience
Slalom Consulting December 2014 - Present
Boston University - Metropolitan College, Gastronomy Program October 2013 - June 2014
Accenture July 2006 - September 2012
KeyBanc Capital Markets August 2004 - December 2005
FBR June 2005 - August 2005
Skills
Management Consulting, Business Analysis, Business Process..., Business Intelligence, Data Analysis, Program Management, IT Strategy, Business Process, Requirements Analysis, Project Management, Business Strategy, Strategy, Business Transformation, Business Process Design, Process Improvement, Analysis, Management, Consulting, Leadership, Research, CRM, Change Management
Education
Boston University 2012 — 2014
Master of Liberal Arts, Gastronomy
Case Western Reserve University 2002 — 2006
BS, Management - Finance
Slalom Consulting December 2014 - Present
Boston University - Metropolitan College, Gastronomy Program October 2013 - June 2014
Accenture July 2006 - September 2012
KeyBanc Capital Markets August 2004 - December 2005
FBR June 2005 - August 2005
Skills
Management Consulting, Business Analysis, Business Process..., Business Intelligence, Data Analysis, Program Management, IT Strategy, Business Process, Requirements Analysis, Project Management, Business Strategy, Strategy, Business Transformation, Business Process Design, Process Improvement, Analysis, Management, Consulting, Leadership, Research, CRM, Change Management
Education
Boston University 2012 — 2014
Master of Liberal Arts, Gastronomy
Case Western Reserve University 2002 — 2006
BS, Management - Finance
Sam Capasso's KeyBanc Capital Markets Experience 1998 - 2007
Job Financial Advisor
Industry Financial Services
Experience
KeyBanc Capital Markets 1998 - 2007
McDonald & Company 1996 - 1998
Education
Baldwin Wallace University 1992 — 1996
Finance
St. Edward High School 1989 — 1992
KeyBanc Capital Markets 1998 - 2007
McDonald & Company 1996 - 1998
Education
Baldwin Wallace University 1992 — 1996
Finance
St. Edward High School 1989 — 1992
Amy Reading's KeyBanc Capital Markets Experience October 1999 - Present
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets October 1999 - Present
Morgan Stanley 1997 - 1999
Skills
Investment Banking, Capital Markets, Series 7, Trading, Mutual Funds, Account Services, Money Market Funds
Education
Ashland University 1993 — 1995
BS, Fine Art
Olmsted Falls High School 1988 — 1991
KeyBanc Capital Markets October 1999 - Present
Morgan Stanley 1997 - 1999
Skills
Investment Banking, Capital Markets, Series 7, Trading, Mutual Funds, Account Services, Money Market Funds
Education
Ashland University 1993 — 1995
BS, Fine Art
Olmsted Falls High School 1988 — 1991
Ann Schiavone's KeyBanc Capital Markets Experience August 2003 - April 2015
Job Vice President, Operational Risk
Industry Investment Banking
Experience
KeyBank April 2015 - Present
KeyBanc Capital Markets August 2003 - April 2015
Davis Carter Scott April 2002 - August 2003
Solutions Point February 2001 - April 2002
Sony Music Entertainment March 1998 - June 2000
Warner Bros. Entertainment Group of Companies January 1995 - March 1998
Skills
Professional Licensure, Series 7, Series 63, Series 79
Education
Bowling Green State University 1989 — 1993
BSBA, Accounting
Canton Central Catholic
KeyBank April 2015 - Present
KeyBanc Capital Markets August 2003 - April 2015
Davis Carter Scott April 2002 - August 2003
Solutions Point February 2001 - April 2002
Sony Music Entertainment March 1998 - June 2000
Warner Bros. Entertainment Group of Companies January 1995 - March 1998
Skills
Professional Licensure, Series 7, Series 63, Series 79
Education
Bowling Green State University 1989 — 1993
BSBA, Accounting
Canton Central Catholic
Carol Lister's KeyBanc Capital Markets Experience 2006 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
KeyBanc Capital Markets 2006 - 2010
Blaylock & Company 1994 - 2006
Public Resources Advisory Group 1991 - 1994
PaineWebber 1989 - 1991
Education
Brown University 1985 — 1989
BA, Political Science
KeyBanc Capital Markets 2006 - 2010
Blaylock & Company 1994 - 2006
Public Resources Advisory Group 1991 - 1994
PaineWebber 1989 - 1991
Education
Brown University 1985 — 1989
BA, Political Science
Craig Sapuppo's KeyBanc Capital Markets Experience March 1997 - October 1999
Job Managing Director, Raymond James
Industry Financial Services
Experience
Raymond James March 2007 - Present
Piper Jaffray June 2002 - March 2007
ING October 1999 - March 2002
KeyBanc Capital Markets March 1997 - October 1999
Prudential Financial April 1995 - October 1996
ADP June 1994 - April 1995
Skills
Equities, Equity Research, Hedge Funds
Education
Bryant University 1990 — 1994
BS, Marketing
Raymond James March 2007 - Present
Piper Jaffray June 2002 - March 2007
ING October 1999 - March 2002
KeyBanc Capital Markets March 1997 - October 1999
Prudential Financial April 1995 - October 1996
ADP June 1994 - April 1995
Skills
Equities, Equity Research, Hedge Funds
Education
Bryant University 1990 — 1994
BS, Marketing
Joshua D. Goldberg, CFP®'s KeyBanc Capital Markets Experience May 2015 - July 2015
Job 2nd Year MBA Candidate at Boston College
Industry Banking
Experience
KeyBanc Capital Markets May 2015 - July 2015
Meridional Equity January 2015 - March 2015
Fidelity Investments October 2010 - July 2014
Skills
Financial Analysis, Leadership, Sales, Investment Banking, Valuation, Venture Capital, Private Equity, TMT, Mergers & Acquisitions, Equity Research, Banking, Finance, Management, Investments, Stock Market Analysis, Fixed Income, Asset Management, Capital Markets, Customer Service, Time Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance
Case Western Reserve University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Kaplan University 2011 — 2012
CFP Required Education Course
KeyBanc Capital Markets May 2015 - July 2015
Meridional Equity January 2015 - March 2015
Fidelity Investments October 2010 - July 2014
Skills
Financial Analysis, Leadership, Sales, Investment Banking, Valuation, Venture Capital, Private Equity, TMT, Mergers & Acquisitions, Equity Research, Banking, Finance, Management, Investments, Stock Market Analysis, Fixed Income, Asset Management, Capital Markets, Customer Service, Time Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance
Case Western Reserve University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Kaplan University 2011 — 2012
CFP Required Education Course
Marty Linn's KeyBanc Capital Markets Experience April 1999 - May 2003
Job financial planner at National City Bank
Industry Financial Services
Experience
PNC Wealth Management January 2009 - Present
National City Corporation 2003 - October 2009
KeyBanc Capital Markets April 1999 - May 2003
IMG 1985 - 1999
Skills
Retirement Planning, Wealth Management, Financial Planning, Tax Return Preparation
Education
Cleveland State University - Cleveland-Marshall College of Law 1979 — 1982
JD, Law
Bowling Green State University 1973 — 1977
Business, Accounting
St Ignatius High School 1969 — 1973
High School
PNC Wealth Management January 2009 - Present
National City Corporation 2003 - October 2009
KeyBanc Capital Markets April 1999 - May 2003
IMG 1985 - 1999
Skills
Retirement Planning, Wealth Management, Financial Planning, Tax Return Preparation
Education
Cleveland State University - Cleveland-Marshall College of Law 1979 — 1982
JD, Law
Bowling Green State University 1973 — 1977
Business, Accounting
St Ignatius High School 1969 — 1973
High School
Courtney Downs's KeyBanc Capital Markets Experience 2009 - 2009
Job Vice President at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC 2015 - Present
Western Reserve Partners LLC 2013 - 2015
Western Reserve Partners LLC 2011 - 2013
Northcoast Research 2009 - 2011
KeyBanc Capital Markets 2009 - 2009
KeyBank, N.A. 2008 - 2009
KeyBanc Capital Markets 2008 - 2009
Sherwin Williams 2006 - 2007
Education
Case Western Reserve University 2005 — 2008
B.S., Accounting, Minor in Banking and Finance
Western Reserve Partners LLC 2015 - Present
Western Reserve Partners LLC 2013 - 2015
Western Reserve Partners LLC 2011 - 2013
Northcoast Research 2009 - 2011
KeyBanc Capital Markets 2009 - 2009
KeyBank, N.A. 2008 - 2009
KeyBanc Capital Markets 2008 - 2009
Sherwin Williams 2006 - 2007
Education
Case Western Reserve University 2005 — 2008
B.S., Accounting, Minor in Banking and Finance
Rich Pasela's KeyBanc Capital Markets Experience January 1998 - January 2000
Job Desk Strategist Fixed Income at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBank January 2009 - Present
KeyBank January 2003 - January 2009
KeyBank January 2000 - January 2003
KeyBanc Capital Markets January 1998 - January 2000
McDonald & Company January 1994 - January 1998
Skills
Equities, Fixed Income, Bloomberg, Trading, Capital Markets, Bonds, Series 7, Series 63, Equity Trading, Bloomberg Terminal, Financial Markets, Equity Research, Credit Analysis, Financial Analysis, Microsoft Excel, Finance, Credit, Analysis, Investments
Education
Baldwin Wallace University 1994 — 1994
Bachelor of Art, Business Administration; Accounting and Finance
KeyBank January 2009 - Present
KeyBank January 2003 - January 2009
KeyBank January 2000 - January 2003
KeyBanc Capital Markets January 1998 - January 2000
McDonald & Company January 1994 - January 1998
Skills
Equities, Fixed Income, Bloomberg, Trading, Capital Markets, Bonds, Series 7, Series 63, Equity Trading, Bloomberg Terminal, Financial Markets, Equity Research, Credit Analysis, Financial Analysis, Microsoft Excel, Finance, Credit, Analysis, Investments
Education
Baldwin Wallace University 1994 — 1994
Bachelor of Art, Business Administration; Accounting and Finance
SUSAN C GUMP's KeyBanc Capital Markets Experience March 1991 - March 1992
Job SENIOR CLIENT ASSOCIATEOFFICER at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 1992 - Present
KeyBanc Capital Markets March 1991 - March 1992
Merrill Lynch August 1990 - February 1991
Skills
Financial Services, Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Series 65, Securities, Mutual Funds, Investments, 401k Rollovers, FINRA, SERIES 7 LICENSED
Education
Akron School of Practical Nursing
Nursing Education
UNIVERSITY OF AKRON
Wells Fargo Advisors, LLC November 1992 - Present
KeyBanc Capital Markets March 1991 - March 1992
Merrill Lynch August 1990 - February 1991
Skills
Financial Services, Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Series 65, Securities, Mutual Funds, Investments, 401k Rollovers, FINRA, SERIES 7 LICENSED
Education
Akron School of Practical Nursing
Nursing Education
UNIVERSITY OF AKRON
Sara Frey's KeyBanc Capital Markets Experience May 2011 - August 2011
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank June 2014 - Present
Lazard June 2013 - June 2014
Houlihan Lokey May 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Novae January 2011 - April 2011
EBF & Associates May 2010 - August 2010
Maynard's Restaurant May 2009 - August 2009
Education
Indiana University Bloomington 2008 — 2012
Cass Business School 2011 — 2011
Finance, Finance
Barclays Investment Bank June 2014 - Present
Lazard June 2013 - June 2014
Houlihan Lokey May 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Novae January 2011 - April 2011
EBF & Associates May 2010 - August 2010
Maynard's Restaurant May 2009 - August 2009
Education
Indiana University Bloomington 2008 — 2012
Cass Business School 2011 — 2011
Finance, Finance
Jeff Kalinowski's KeyBanc Capital Markets Experience March 2011 - September 2012
Job Senior Vice President at KeyBank
Industry Banking
Experience
KeyBank National Association August 2012 - Present
KeyBanc Capital Markets March 2011 - September 2012
KeyBank National Association June 2009 - March 2011
KeyBank National Association January 2001 - June 2009
KeyBank National Association January 1996 - January 2001
Skills
Loans, Credit, Banking, Debt, Series 7, Capital Markets, leveraged finance, Financial Modeling, Corporate Finance
Education
Case Western Reserve University School of Law 1992 — 1995
JD, Law
Miami University 1988 — 1992
BA, Cum Laude, Finance
KeyBank National Association August 2012 - Present
KeyBanc Capital Markets March 2011 - September 2012
KeyBank National Association June 2009 - March 2011
KeyBank National Association January 2001 - June 2009
KeyBank National Association January 1996 - January 2001
Skills
Loans, Credit, Banking, Debt, Series 7, Capital Markets, leveraged finance, Financial Modeling, Corporate Finance
Education
Case Western Reserve University School of Law 1992 — 1995
JD, Law
Miami University 1988 — 1992
BA, Cum Laude, Finance
Frank Edmonds's KeyBanc Capital Markets Experience July 2011 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2011 - Present
Ball State University July 2007 - November 2010
University Directories May 2010 - August 2010
Boyd Watterson Asset Management June 2006 - August 2006
Skills
Valuation, Financial Modeling, Excel
Education
Ball State University 2007 — 2011
Bachelor of Science, Finance
St. Edward High School
KeyBanc Capital Markets July 2011 - Present
Ball State University July 2007 - November 2010
University Directories May 2010 - August 2010
Boyd Watterson Asset Management June 2006 - August 2006
Skills
Valuation, Financial Modeling, Excel
Education
Ball State University 2007 — 2011
Bachelor of Science, Finance
St. Edward High School
Doris Zhao's KeyBanc Capital Markets Experience June 2012 - August 2012
Job Investment Analyst at Wesleyan Investments Office
Industry Banking
Experience
Wesleyan Investments Office August 2013 - Present
KeyBanc Capital Markets June 2012 - August 2012
Yale School of Management May 2011 - August 2011
Skills
Financial Modeling, Research, Data Analysis, Investment Banking
Education
Yale University 2009 — 2013
Bachelor of Arts (B.A.), Ethics, Politics, and Economics
Beijing Language and Culture University 2010 — 2010
Newport High School 2006 — 2009
High School Diploma
Wesleyan Investments Office August 2013 - Present
KeyBanc Capital Markets June 2012 - August 2012
Yale School of Management May 2011 - August 2011
Skills
Financial Modeling, Research, Data Analysis, Investment Banking
Education
Yale University 2009 — 2013
Bachelor of Arts (B.A.), Ethics, Politics, and Economics
Beijing Language and Culture University 2010 — 2010
Newport High School 2006 — 2009
High School Diploma
Anne Corrigan's KeyBanc Capital Markets Experience June 1987 - August 1989
Job Attorney, Partner at Kohrman Jackson & Krantz P.L.L.
Industry Law Practice
Experience
Kohrman Jackson & Krantz P.L.L. November 2008 - Present
McDonald Hopkins LLC December 1995 - November 2008
Porter Wright Morris & Arthur LLP May 1992 - November 1995
KeyBanc Capital Markets June 1987 - August 1989
KeyBank June 1986 - June 1987
Skills
Banking, Bankruptcy, Commercial Litigation, Corporate Law, Finance, Litigation, Securities, Fixed Income
Education
Case Western Reserve University School of Law 1989 — 1992
Juris Doctor, Magna cum Laude, Law
John Carroll University 1982 — 1986
Bachelor of Science, Economics, Magna cum Laude
Gilmour Academy 1980 — 1982
Kohrman Jackson & Krantz P.L.L. November 2008 - Present
McDonald Hopkins LLC December 1995 - November 2008
Porter Wright Morris & Arthur LLP May 1992 - November 1995
KeyBanc Capital Markets June 1987 - August 1989
KeyBank June 1986 - June 1987
Skills
Banking, Bankruptcy, Commercial Litigation, Corporate Law, Finance, Litigation, Securities, Fixed Income
Education
Case Western Reserve University School of Law 1989 — 1992
Juris Doctor, Magna cum Laude, Law
John Carroll University 1982 — 1986
Bachelor of Science, Economics, Magna cum Laude
Gilmour Academy 1980 — 1982
Rob Marckel's KeyBanc Capital Markets Experience 1996 - 2010
Job Managing Director Institutional Equity Sales at Raymond James
Industry Investment Banking
Experience
Raymond James May 2010 - Present
KeyBanc Capital Markets 1996 - 2010
Skills
Series 63, Series 7, Investments, Equities, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Securities, Bloomberg
Education
John Carroll University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Bowling Green State University 1988 — 1992
Bachelor's degree, Finance and Financial Management Services
Raymond James May 2010 - Present
KeyBanc Capital Markets 1996 - 2010
Skills
Series 63, Series 7, Investments, Equities, Equity Research, Investment Banking, Hedge Funds, Alternative Investments, Securities, Bloomberg
Education
John Carroll University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Bowling Green State University 1988 — 1992
Bachelor's degree, Finance and Financial Management Services
Pete Straffon's KeyBanc Capital Markets Experience September 1994 - Present
Job MANAGING DIRECTOR at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets September 1994 - Present
Skills
Capital Markets, Series 7, Fixed Income, Bonds, Investments, Bloomberg, Series 63, Portfolio Management, Asset Management
Education
Case Western Reserve University
Master of Business Administration (MBA)
Michigan State University
KeyBanc Capital Markets September 1994 - Present
Skills
Capital Markets, Series 7, Fixed Income, Bonds, Investments, Bloomberg, Series 63, Portfolio Management, Asset Management
Education
Case Western Reserve University
Master of Business Administration (MBA)
Michigan State University
Andy Chao's KeyBanc Capital Markets Experience June 2010 - May 2015
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2010 - May 2015
Financial Planning Division of Metlife March 2009 - June 2010
Merrill Lynch December 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Series 7, Insurance Planning, Life Insurance, Retirement Planning, Investment Advisory, Banking, Equities, Finance, Fixed Income, Financial Planners, Microsoft Excel, Microsoft Office
Education
China Europe International Business School (CEIBS) 2015 — 2017
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2004 — 2008
BA, Accounting
KeyBanc Capital Markets June 2010 - May 2015
Financial Planning Division of Metlife March 2009 - June 2010
Merrill Lynch December 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Series 7, Insurance Planning, Life Insurance, Retirement Planning, Investment Advisory, Banking, Equities, Finance, Fixed Income, Financial Planners, Microsoft Excel, Microsoft Office
Education
China Europe International Business School (CEIBS) 2015 — 2017
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2004 — 2008
BA, Accounting
Neil Peter Zimmermann's KeyBanc Capital Markets Experience July 2014 - Present
Job Analyst at KBCM
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2014 - Present
Merrill Lynch June 2013 - August 2013
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. in Management, Finance
ESADE Business School 2012 — 2012
University Study Abroad
Blair Academy 2006 — 2010
HS Diploma
KeyBanc Capital Markets July 2014 - Present
Merrill Lynch June 2013 - August 2013
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. in Management, Finance
ESADE Business School 2012 — 2012
University Study Abroad
Blair Academy 2006 — 2010
HS Diploma
Lydia Rezie's KeyBanc Capital Markets Experience June 2004 - October 2006
Job Supervisory Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2011 - Present
Dominick & Dominick LLC February 2012 - June 2013
Longbow Research January 2008 - June 2011
Margolin & Associates November 2006 - December 2007
KeyBanc Capital Markets June 2004 - October 2006
KeyBanc Capital Markets June 2002 - May 2004
J.P. Morgan September 2000 - September 2001
Skills
Equities, Series 7, Equity Research, Capital Markets, Series 63, Series 24, Series 87, Bloomberg, Equity Valuation, Securities, FINRA, Investment Banking, Investments
Education
Case Western Reserve University
M.A, English Literature
Case Western Reserve University 1994 — 1999
B.A, English Literature
Cantor Fitzgerald December 2011 - Present
Dominick & Dominick LLC February 2012 - June 2013
Longbow Research January 2008 - June 2011
Margolin & Associates November 2006 - December 2007
KeyBanc Capital Markets June 2004 - October 2006
KeyBanc Capital Markets June 2002 - May 2004
J.P. Morgan September 2000 - September 2001
Skills
Equities, Series 7, Equity Research, Capital Markets, Series 63, Series 24, Series 87, Bloomberg, Equity Valuation, Securities, FINRA, Investment Banking, Investments
Education
Case Western Reserve University
M.A, English Literature
Case Western Reserve University 1994 — 1999
B.A, English Literature
Michael T. Murphy's KeyBanc Capital Markets Experience July 2010 - May 2013
Job Manager, Strategy and M&A at NRG Energy
Industry Oil & Energy
Experience
NRG Energy August 2015 - Present
NRG Energy July 2014 - July 2015
NRG Energy June 2013 - June 2014
KeyBanc Capital Markets July 2010 - May 2013
KeyBanc Capital Markets June 2009 - August 2009
KeyBanc Capital Markets June 2008 - August 2008
KeyBanc Capital Markets June 2007 - August 2007
Education
Boston University - School of Management 2006 — 2010
BSBA, Concentrations in Finance & Law
NRG Energy August 2015 - Present
NRG Energy July 2014 - July 2015
NRG Energy June 2013 - June 2014
KeyBanc Capital Markets July 2010 - May 2013
KeyBanc Capital Markets June 2009 - August 2009
KeyBanc Capital Markets June 2008 - August 2008
KeyBanc Capital Markets June 2007 - August 2007
Education
Boston University - School of Management 2006 — 2010
BSBA, Concentrations in Finance & Law
Neill Heins's KeyBanc Capital Markets Experience October 2011 - Present
Job Director at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital MarketsHi February 2014 - Present
KeyBanc Capital Markets October 2011 - Present
RBC Capital Markets February 2009 - June 2011
JPMorgan Chase & Co. July 2006 - July 2008
JPMorgan Chase & Co. August 2002 - June 2006
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, High Yield, Leveraged Finance
Education
Boston College 1999 — 2002
BA, Economics, History
KeyBanc Capital MarketsHi February 2014 - Present
KeyBanc Capital Markets October 2011 - Present
RBC Capital Markets February 2009 - June 2011
JPMorgan Chase & Co. July 2006 - July 2008
JPMorgan Chase & Co. August 2002 - June 2006
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, High Yield, Leveraged Finance
Education
Boston College 1999 — 2002
BA, Economics, History
Noelle Christian's KeyBanc Capital Markets Experience September 2012 - June 2014
Job Office Supervisor at 1st Global Holdings
Industry Human Resources
Experience
1st Global Holdings November 2014 - Present
KeyBanc Capital Markets September 2012 - June 2014
L'Oréal via Oce Business Solutions October 2011 - August 2012
National Securities March 2011 - May 2011
Lehman College September 2010 - May 2011
ABI Bank Ltd. January 2008 - July 2009
RBC April 2007 - December 2007
Skills
Customer Service, Teamwork, Time Management, Onboarding, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Event Planning, Public Speaking, Accounting
Education
City University of New York-Herbert H. Lehman College 2009 — 2011
Bachelor, Business Administration; Human Resources
THE ANTIGUA STATE COLLEGE, St. John's 2005 — 2007
Associates of Arts, Accounting
1st Global Holdings November 2014 - Present
KeyBanc Capital Markets September 2012 - June 2014
L'Oréal via Oce Business Solutions October 2011 - August 2012
National Securities March 2011 - May 2011
Lehman College September 2010 - May 2011
ABI Bank Ltd. January 2008 - July 2009
RBC April 2007 - December 2007
Skills
Customer Service, Teamwork, Time Management, Onboarding, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Event Planning, Public Speaking, Accounting
Education
City University of New York-Herbert H. Lehman College 2009 — 2011
Bachelor, Business Administration; Human Resources
THE ANTIGUA STATE COLLEGE, St. John's 2005 — 2007
Associates of Arts, Accounting
Terry Dooley's KeyBanc Capital Markets Experience January 2015 - Present
Job Fixed income Sr. Analyst at KeyBanc Capital Markets
Industry Retail
Experience
KeyBanc Capital Markets January 2015 - Present
Girls Got Swing: Golf Shop for Women 2010 - 2014
NCB/PNC Capital Markets 2007 - 2010
McDonald Inv. Inc./KeyBanc Capital Mkts 1985 - 2006
Skills
Economics, Finance, Investments, Municipal Bonds, Direct Sales, Customer Service, Charities, Microsoft Office, Fixed Income, Retail, Business Planning, Market Research, Pricing, Equities
Education
Baldwin-Wallace College 1979 — 1983
Bachelor of Arts (BA), Business Administration and Management, General
Rocky River High School 1976 — 1979
KeyBanc Capital Markets January 2015 - Present
Girls Got Swing: Golf Shop for Women 2010 - 2014
NCB/PNC Capital Markets 2007 - 2010
McDonald Inv. Inc./KeyBanc Capital Mkts 1985 - 2006
Skills
Economics, Finance, Investments, Municipal Bonds, Direct Sales, Customer Service, Charities, Microsoft Office, Fixed Income, Retail, Business Planning, Market Research, Pricing, Equities
Education
Baldwin-Wallace College 1979 — 1983
Bachelor of Arts (BA), Business Administration and Management, General
Rocky River High School 1976 — 1979
betsy lefler's KeyBanc Capital Markets Experience May 2010 - January 2013
Job Financial Svcs. Compliance Consultant at n/a
Industry Investment Banking
Experience
Self-employed 2013 - Present
KeyBanc Capital Markets May 2010 - January 2013
Piper Jaffray March 2008 - May 2010
Wachovia August 1999 - January 2007
Skills
FINRA, Securities, Capital Markets, Series 24, Equities, Private Equity, Series 7, Hedge Funds, Private Placements, Mergers & Acquisitions, Investment Banking, AML, Series 63, Fixed Income, Corporate Governance
Education
Bates College
George Mason University School of Law
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Self-employed 2013 - Present
KeyBanc Capital Markets May 2010 - January 2013
Piper Jaffray March 2008 - May 2010
Wachovia August 1999 - January 2007
Skills
FINRA, Securities, Capital Markets, Series 24, Equities, Private Equity, Series 7, Hedge Funds, Private Placements, Mergers & Acquisitions, Investment Banking, AML, Series 63, Fixed Income, Corporate Governance
Education
Bates College
George Mason University School of Law
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
David Hickin's KeyBanc Capital Markets Experience May 2006 - Present
Job Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2006 - Present
RBC Capital Markets January 2002 - May 2006
Skills
Capital Markets, Equities, Investment Banking, Series 7, Valuation
Education
Christendom College
KeyBanc Capital Markets May 2006 - Present
RBC Capital Markets January 2002 - May 2006
Skills
Capital Markets, Equities, Investment Banking, Series 7, Valuation
Education
Christendom College
Armand Dehaney's KeyBanc Capital Markets Experience 2014 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 2014 - Present
KeyBanc Capital Markets 2013 - 2014
KeyBanc Capital Markets July 2013 - September 2013
Meridian Health Services May 2012 - May 2013
Student Athlete Advisory Committee August 2010 - May 2013
Ball State Football Leadership Council August 2009 - November 2012
Ball State University July 2009 - November 2012
Skills
Mergers & Acquisitions, Renewable Energy, Financial Modeling, Teamwork, Microsoft Excel, Leadership, Time Management, Derivatives, Team-oriented, Start-ups
Education
Ball State University 2009 — 2013
Bachelor of Science (BS), Finance
Walsh Jesuit High School
College Preparatory
KeyBanc Capital Markets 2014 - Present
KeyBanc Capital Markets 2013 - 2014
KeyBanc Capital Markets July 2013 - September 2013
Meridian Health Services May 2012 - May 2013
Student Athlete Advisory Committee August 2010 - May 2013
Ball State Football Leadership Council August 2009 - November 2012
Ball State University July 2009 - November 2012
Skills
Mergers & Acquisitions, Renewable Energy, Financial Modeling, Teamwork, Microsoft Excel, Leadership, Time Management, Derivatives, Team-oriented, Start-ups
Education
Ball State University 2009 — 2013
Bachelor of Science (BS), Finance
Walsh Jesuit High School
College Preparatory
Wing Yin Wong's KeyBanc Capital Markets Experience June 1998 - December 1999
Job Administrative Professional at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche January 2001 - Present
Merrill Lynch 2000 - 2001
KeyBanc Capital Markets June 1998 - December 1999
Long Term Credit Bank of Japan 1992 - 1998
First Public Bank June 1985 - October 1992
Education
California State University-Los Angeles 1987 — 1992
Bachelor of Business Administration (BBA), Major in Finance, Minor in Economics
Deloitte & Touche January 2001 - Present
Merrill Lynch 2000 - 2001
KeyBanc Capital Markets June 1998 - December 1999
Long Term Credit Bank of Japan 1992 - 1998
First Public Bank June 1985 - October 1992
Education
California State University-Los Angeles 1987 — 1992
Bachelor of Business Administration (BBA), Major in Finance, Minor in Economics
Monique Patton's KeyBanc Capital Markets Experience 2002 - 2004
Job Experienced Executive Assistant and Managing Esthetician
Industry Hospital & Health Care
Experience
Self-employed 2010 - Present
PlayhouseSquare 2006 - 2008
Marsh & McLennan Companies, Inc. 2004 - 2008
The Corner Alley 2005 - 2007
KeyBanc Capital Markets 2002 - 2004
Watson Wyatt Worldwide 2000 - 2002
Greater Cleveland RTA 1994 - 2000
Skills
Proficient in..., Accurately type 75..., Highly focused and..., Significant..., Ability to work..., Competent in..., Adept at developing..., Hard-working,..., Successfully work in..., Remains level headed in..., Experienced in..., Outgoing, courteous and..., Makeup Artistry
Education
Cuyahoga Community College 2013 — 2016
Associate's Degree, Radiologic Technology/Science - Radiographer, B
Regency Beauty Institute-North Olmsted 2011 — 2012
Certification and State Licensure, Cosmetology/Cosmetologist, General, A
Raphaels School of Beauty Culture-Brunswick 2009 — 2010
Certification and State Licensure, Esthetics, A
Self-employed 2010 - Present
PlayhouseSquare 2006 - 2008
Marsh & McLennan Companies, Inc. 2004 - 2008
The Corner Alley 2005 - 2007
KeyBanc Capital Markets 2002 - 2004
Watson Wyatt Worldwide 2000 - 2002
Greater Cleveland RTA 1994 - 2000
Skills
Proficient in..., Accurately type 75..., Highly focused and..., Significant..., Ability to work..., Competent in..., Adept at developing..., Hard-working,..., Successfully work in..., Remains level headed in..., Experienced in..., Outgoing, courteous and..., Makeup Artistry
Education
Cuyahoga Community College 2013 — 2016
Associate's Degree, Radiologic Technology/Science - Radiographer, B
Regency Beauty Institute-North Olmsted 2011 — 2012
Certification and State Licensure, Cosmetology/Cosmetologist, General, A
Raphaels School of Beauty Culture-Brunswick 2009 — 2010
Certification and State Licensure, Esthetics, A
Adam Schrecengost's KeyBanc Capital Markets Experience May 2013 - August 2014
Job Economist/Analyst at The Freedonia Group, Inc.
Industry Financial Services
Experience
The Freedonia Group July 2015 - Present
KeyBanc Capital Markets May 2013 - August 2014
Cornerstone Real Estate Advisers June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Financial Modeling, Bloomberg Terminal, Capital IQ, Research, Writing, Teamwork
Education
Case Western Reserve University 2011 — 2015
Bachelor of Arts (BA), Economics
Case Western Reserve University - Weatherhead School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
The Freedonia Group July 2015 - Present
KeyBanc Capital Markets May 2013 - August 2014
Cornerstone Real Estate Advisers June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg, Financial Modeling, Bloomberg Terminal, Capital IQ, Research, Writing, Teamwork
Education
Case Western Reserve University 2011 — 2015
Bachelor of Arts (BA), Economics
Case Western Reserve University - Weatherhead School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Lynne Collier's KeyBanc Capital Markets Experience August 2006 - May 2009
Job Managing Director at Sterne Agee
Industry Capital Markets
Experience
Sterne Agee May 2009 - Present
KeyBanc Capital Markets August 2006 - May 2009
Stephens Inc. June 2001 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Christian University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Baylor University 1986 — 1990
Bachelor's degree, Finance, General
Sterne Agee May 2009 - Present
KeyBanc Capital Markets August 2006 - May 2009
Stephens Inc. June 2001 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Christian University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Baylor University 1986 — 1990
Bachelor's degree, Finance, General
Tara Kilbane Raese's KeyBanc Capital Markets Experience October 2006 - December 2013
Job Staff Accountant at SP Plus Corporation (SP+)
Industry Facilities Services
Experience
SP Plus Corporation (SP+) April 2014 - Present
KeyBanc Capital Markets October 2006 - December 2013
EnviroServe J.V. October 1999 - March 2006
Skills
Account Reconciliation
Education
Bowling Green State University 1994 — 1999
Bachelor's degree, Business
SP Plus Corporation (SP+) April 2014 - Present
KeyBanc Capital Markets October 2006 - December 2013
EnviroServe J.V. October 1999 - March 2006
Skills
Account Reconciliation
Education
Bowling Green State University 1994 — 1999
Bachelor's degree, Business
Craig Pickering's KeyBanc Capital Markets Experience August 1982 - August 2001
Job First Vice President Wealth Management / Financial Advisor
Industry Financial Services
Experience
U B S Wealth Management January 2009 - Present
UBS January 2009 - Present
Merrill Lynch September 2001 - January 2009
KeyBanc Capital Markets August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
Bowling Green State University
Bachelor of Applied Science (B.A.Sc.), Marketing
U B S Wealth Management January 2009 - Present
UBS January 2009 - Present
Merrill Lynch September 2001 - January 2009
KeyBanc Capital Markets August 1982 - August 2001
Education
Bowling Green State University 1966 — 1970
Bachelor of Science, Marketing
Bowling Green State University
Bachelor of Applied Science (B.A.Sc.), Marketing
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial