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
Alex Shipp Alex Shipp's KeyBanc Capital Markets Experience May 2014 - Present
Job Institutional Equity Sales and Trading at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2014 - Present
Canaccord Genuity Inc. November 2012 - May 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Series 7, FINRA, AML, Bloomberg, Equities, Series 63
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology/Classics
Boston College High School 2004 — 2008
High School Diploma, Leadership Roles
KeyBanc Capital Markets May 2014 - Present
Canaccord Genuity Inc. November 2012 - May 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Series 7, FINRA, AML, Bloomberg, Equities, Series 63
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Psychology/Classics
Boston College High School 2004 — 2008
High School Diploma, Leadership Roles
Scott Green Scott Green's KeyBanc Capital Markets Experience July 2010 - March 2014
Job Vice President Investment Banking at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
KeyBanc Capital Markets July 2010 - March 2014
RBC Capital Markets 2008 - June 2010
McMaster-Carr June 2004 - June 2007
Morningstar October 2003 - May 2004
Susquehanna International Group, LLP (SIG) June 2003 - September 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
The University of Chicago
Bachelor of Arts (BA)
Raymond James Financial Inc. April 2014 - Present
KeyBanc Capital Markets July 2010 - March 2014
RBC Capital Markets 2008 - June 2010
McMaster-Carr June 2004 - June 2007
Morningstar October 2003 - May 2004
Susquehanna International Group, LLP (SIG) June 2003 - September 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
The University of Chicago
Bachelor of Arts (BA)
Russ Landon Russ Landon's KeyBanc Capital Markets Experience September 2010 - October 2012
Job Managing Director and CoFounder at North River Capital Advisors and BML Securities LLC
Industry Investment Banking
Experience
North River Capital Advisors October 2012 - Present
BML Securities LLC January 2014 - Present
New England Clean Energy Council June 2006 - Present
KeyBanc Capital Markets September 2010 - October 2012
Canaccord Adams (formerly Adams Harkness) 1993 - 2010
PaineWebber August 1988 - August 1993
Skills
Investment Banking, Valuation, Investments, Venture Capital, Equities, IPO, Private Equity, Business Development, Mergers, Divestitures, Alternative Investments, Capital Markets, Private Placements, Equity Research, High Yield, Clean Energy..., Information Technology, Internet of Things, Cloud Computing, M2M, IOT, Smart Grid, Energy Efficiency, Renewable Energy, LED Lighting Systems, Water, Demand Response, Batteries
Education
Yale University
BA, History
Columbia Business School
MBA, Finance / Accouting
North River Capital Advisors October 2012 - Present
BML Securities LLC January 2014 - Present
New England Clean Energy Council June 2006 - Present
KeyBanc Capital Markets September 2010 - October 2012
Canaccord Adams (formerly Adams Harkness) 1993 - 2010
PaineWebber August 1988 - August 1993
Skills
Investment Banking, Valuation, Investments, Venture Capital, Equities, IPO, Private Equity, Business Development, Mergers, Divestitures, Alternative Investments, Capital Markets, Private Placements, Equity Research, High Yield, Clean Energy..., Information Technology, Internet of Things, Cloud Computing, M2M, IOT, Smart Grid, Energy Efficiency, Renewable Energy, LED Lighting Systems, Water, Demand Response, Batteries
Education
Yale University
BA, History
Columbia Business School
MBA, Finance / Accouting
Brian Sharnsky Brian Sharnsky's KeyBanc Capital Markets Experience July 2013 - Present
Job Public Sector at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2013 - Present
Beta Alpha Psi - Elon University April 2012 - May 2013
CFA Institute Research Challenge - Elon University April 2012 - May 2013
Financial Management Association - Elon University April 2011 - May 2013
Elon University Athletics Department November 2010 - May 2013
KeyBanc Capital Markets May 2012 - August 2012
Financial Network of America July 2011 - August 2011
Bellwether Real Estate Capital May 2011 - July 2011
Area Council September 2010 - May 2011
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
KeyBanc Capital Markets July 2013 - Present
Beta Alpha Psi - Elon University April 2012 - May 2013
CFA Institute Research Challenge - Elon University April 2012 - May 2013
Financial Management Association - Elon University April 2011 - May 2013
Elon University Athletics Department November 2010 - May 2013
KeyBanc Capital Markets May 2012 - August 2012
Financial Network of America July 2011 - August 2011
Bellwether Real Estate Capital May 2011 - July 2011
Area Council September 2010 - May 2011
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Steve Koenig Steve Koenig's KeyBanc Capital Markets Experience May 2007 - June 2009
Job Equity Analyst at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Meghan Curran Meghan Curran's KeyBanc Capital Markets Experience September 2013 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets September 2013 - Present
Harness Cycle August 2013 - Present
MEGATAN, L.L.C. July 2010 - Present
Cornell University August 2012 - May 2013
Cornell University August 2009 - May 2013
KeyBanc Capital Markets June 2012 - August 2012
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Magnificat High School 2005 — 2009
KeyBanc Capital Markets September 2013 - Present
Harness Cycle August 2013 - Present
MEGATAN, L.L.C. July 2010 - Present
Cornell University August 2012 - May 2013
Cornell University August 2009 - May 2013
KeyBanc Capital Markets June 2012 - August 2012
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Magnificat High School 2005 — 2009
Andrew Frawley Andrew Frawley's KeyBanc Capital Markets Experience May 2008 - Present
Job Managing Director
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2008 - Present
Wachovia, A Wells Fargo Company April 2002 - May 2008
Deutsche Bank Alex. Brown May 1999 - March 2002
Prudential Financial September 1995 - July 1997
Deloitte & Touche July 1993 - August 1995
Skills
Certified Public..., Series 7 and 63 licensed, Private Equity, Trustee, Investment Banking, Capital Markets, Valuation, LBO, Financial Modeling, Equities, Private Placements, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Due Diligence, Corporate Development, Venture Capital, Financial Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Georgetown University 1989 — 1993
BSBA, Accounting
KeyBanc Capital Markets May 2008 - Present
Wachovia, A Wells Fargo Company April 2002 - May 2008
Deutsche Bank Alex. Brown May 1999 - March 2002
Prudential Financial September 1995 - July 1997
Deloitte & Touche July 1993 - August 1995
Skills
Certified Public..., Series 7 and 63 licensed, Private Equity, Trustee, Investment Banking, Capital Markets, Valuation, LBO, Financial Modeling, Equities, Private Placements, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, Due Diligence, Corporate Development, Venture Capital, Financial Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Georgetown University 1989 — 1993
BSBA, Accounting
Bill Koffler Bill Koffler's KeyBanc Capital Markets Experience June 2004 - July 2007
Job Health Care Executive Management
Industry Medical Practice
Experience
American Dental Partners November 2011 - March 2014
American Dental Partners April 2008 - October 2011
KeyBanc Capital Markets June 2004 - July 2007
US Bancorp Piper Jaffray August 1999 - October 2001
US Bancorp Piper Jaffray November 1997 - July 1999
Advanced Tissue Sciences, Inc. June 1996 - October 1997
Dean Witter Reynolds August 1989 - March 1994
Skills
Operations Management, Practice Management, Multi-Site Operations, Operating Budgets, Strategic Planning, Organizational..., Cross-functional Team..., Multi-site Team..., Financial Analysis, Team Building, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Contract Negotiation, Acquisition Integration, Forecasting, Capital Budgeting, Medical Practice..., Medical Practice..., Business Development, Corporate Finance, Start-ups, Investment Banking, Capital Raising, Private Placements, Private Equity, Venture Capital, Strategy, Mergers, Acquisitions, Healthcare, Healthcare Industry, Healthcare Management
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Virginia
B.S., Commerce
American Dental Partners November 2011 - March 2014
American Dental Partners April 2008 - October 2011
KeyBanc Capital Markets June 2004 - July 2007
US Bancorp Piper Jaffray August 1999 - October 2001
US Bancorp Piper Jaffray November 1997 - July 1999
Advanced Tissue Sciences, Inc. June 1996 - October 1997
Dean Witter Reynolds August 1989 - March 1994
Skills
Operations Management, Practice Management, Multi-Site Operations, Operating Budgets, Strategic Planning, Organizational..., Cross-functional Team..., Multi-site Team..., Financial Analysis, Team Building, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Contract Negotiation, Acquisition Integration, Forecasting, Capital Budgeting, Medical Practice..., Medical Practice..., Business Development, Corporate Finance, Start-ups, Investment Banking, Capital Raising, Private Placements, Private Equity, Venture Capital, Strategy, Mergers, Acquisitions, Healthcare, Healthcare Industry, Healthcare Management
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Virginia
B.S., Commerce
Daniel Vucenovic MBA, CVA Daniel Vucenovic MBA, CVA's KeyBanc Capital Markets Experience January 2004 - July 2007
Job Financial Consulting Services at MarshBerry
Industry Financial Services
Experience
MarshBerry August 2013 - Present
Andrich Insurance Group August 2007 - August 2013
KeyBanc Capital Markets January 2004 - July 2007
Skills
Forecasting, Leadership, Strategy, Business Development, Project Management, Business Intelligence, Analysis, Project Planning, Management, Marketing, Strategic Financial..., Business Valuation, Fair Market Value, Business Planning, Strategic Planning
Education
Cleveland State University 1994 — 1996
MBA, Finance & Marketing
Ohio University 1988 — 1993
BBA, Management Information Systems
MarshBerry August 2013 - Present
Andrich Insurance Group August 2007 - August 2013
KeyBanc Capital Markets January 2004 - July 2007
Skills
Forecasting, Leadership, Strategy, Business Development, Project Management, Business Intelligence, Analysis, Project Planning, Management, Marketing, Strategic Financial..., Business Valuation, Fair Market Value, Business Planning, Strategic Planning
Education
Cleveland State University 1994 — 1996
MBA, Finance & Marketing
Ohio University 1988 — 1993
BBA, Management Information Systems
Robert Biggar Robert Biggar's KeyBanc Capital Markets Experience June 2011 - September 2012
Job Analyst, New Business Development Group at KeyBank
Industry Banking
Experience
KeyBank September 2012 - Present
KeyBanc Capital Markets June 2011 - September 2012
United Way of Greater Cleveland August 2011 - December 2011
KeyBanc Capital Markets January 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Banking, Financial Modeling, Series 7, Valuation, Financial Analysis, Investment Banking, Credit Analysis, Capital Markets, Portfolio Management, Corporate Finance
Education
Colgate University 2007 — 2011
BA, Economics
University School 2003 — 2007
KeyBank September 2012 - Present
KeyBanc Capital Markets June 2011 - September 2012
United Way of Greater Cleveland August 2011 - December 2011
KeyBanc Capital Markets January 2010 - August 2010
UBS Wealth Management May 2009 - August 2009
Skills
Banking, Financial Modeling, Series 7, Valuation, Financial Analysis, Investment Banking, Credit Analysis, Capital Markets, Portfolio Management, Corporate Finance
Education
Colgate University 2007 — 2011
BA, Economics
University School 2003 — 2007
John Ryder John Ryder's KeyBanc Capital Markets Experience May 2011 - August 2011
Job Marketing Operations Manager at Conductor, Inc.
Industry Computer Software
Experience
Conductor, Inc. May 2015 - Present
Conductor, Inc. January 2014 - April 2015
Huneo, LLC 2013 - 2013
Mason Inn 2012 - 2013
Ford Motor Company June 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Skills
Web Presence Management, Equities, Enterprise Software, Digital Marketing, Sales, Online Marketing, Software, Bloomberg, Bloomberg Terminal, Salesforce.com, Equity Research, Software Quality..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Business Development, Leadership, Data Analysis, Marketing, Organic Search, Analytics, Statistical Data...
Education
Georgetown University 2010 — 2013
Bachelor of Arts (B.A.), Economics, Physics
University School (Hunting Valley, OH) 2004 — 2008
High School
Conductor, Inc. May 2015 - Present
Conductor, Inc. January 2014 - April 2015
Huneo, LLC 2013 - 2013
Mason Inn 2012 - 2013
Ford Motor Company June 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Skills
Web Presence Management, Equities, Enterprise Software, Digital Marketing, Sales, Online Marketing, Software, Bloomberg, Bloomberg Terminal, Salesforce.com, Equity Research, Software Quality..., Capital Markets, Financial Analysis, Finance, Financial Modeling, Business Development, Leadership, Data Analysis, Marketing, Organic Search, Analytics, Statistical Data...
Education
Georgetown University 2010 — 2013
Bachelor of Arts (B.A.), Economics, Physics
University School (Hunting Valley, OH) 2004 — 2008
High School
Chris Mlinaric Chris Mlinaric's KeyBanc Capital Markets Experience August 2011 - Present
Job Executive Assistant
Industry Executive Office
Experience
KeyBanc Capital Markets August 2011 - Present
Merlin Manufacturing Inc. 2006 - June 2010
Hewitt Associates 1994 - 2006
Skills
Office Management, Human Resources, Executive Support, Customer Service, Microsoft Word, Microsoft Office, Account Management, Social Media Marketing, Calendaring, Administrative..., Travel Arrangements, Expense Management, Lotus Notes, Event Planning
Education
Cuyahoga Community College 2011 — 2011
Business
Progressive School of Fashion Design 1982 — 1984
Diploma, Haute Couture Fashion Design
KeyBanc Capital Markets August 2011 - Present
Merlin Manufacturing Inc. 2006 - June 2010
Hewitt Associates 1994 - 2006
Skills
Office Management, Human Resources, Executive Support, Customer Service, Microsoft Word, Microsoft Office, Account Management, Social Media Marketing, Calendaring, Administrative..., Travel Arrangements, Expense Management, Lotus Notes, Event Planning
Education
Cuyahoga Community College 2011 — 2011
Business
Progressive School of Fashion Design 1982 — 1984
Diploma, Haute Couture Fashion Design
Esha Dasgupta Esha Dasgupta's KeyBanc Capital Markets Experience June 2009 - August 2009
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2011 - July 2013
Ernst & Young June 2010 - August 2010
KeyBanc Capital Markets June 2009 - August 2009
Skills
Bloomberg, Microsoft Office, Financial Accounting, Corporate Finance, Communication Skills, Financial Modeling, Valuation, Series 7, series 63, Fixed Income, Microsoft Excel, Asset Management
Education
Cornell University 2007 — 2011
Bachelor of Science (B.S.), Applied Economics & Management, Summa Cum Laude; GPA: 4.11
Morgan Stanley August 2013 - Present
Morgan Stanley June 2011 - July 2013
Ernst & Young June 2010 - August 2010
KeyBanc Capital Markets June 2009 - August 2009
Skills
Bloomberg, Microsoft Office, Financial Accounting, Corporate Finance, Communication Skills, Financial Modeling, Valuation, Series 7, series 63, Fixed Income, Microsoft Excel, Asset Management
Education
Cornell University 2007 — 2011
Bachelor of Science (B.S.), Applied Economics & Management, Summa Cum Laude; GPA: 4.11
Aaron Gress's KeyBanc Capital Markets Experience July 2005 - July 2007
Job M&A AmeriGas
Industry Oil & Energy
Experience
AmeriGas July 2014 - Present
Opower June 2013 - August 2013
Peace Corps February 2010 - May 2012
Developing World Markets August 2007 - January 2010
KeyBanc Capital Markets July 2005 - July 2007
GARC LLC May 2007 - May 2007
ACCION USA December 2006 - April 2007
Skills
Due Diligence, Financial Modeling, Valuation, Spanish, Microfinance, Emerging Markets, Excel, Asset Management, Economics, Strategic Planning, Private Equity, Business Development, Start-up Ventures, Sustainable Agriculture, Community Forestry, Business Planning, Credit Analysis, Financial Analysis, Finance, Investments, Analysis, Capital Markets, Equities, Investment Banking, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, Venture Capital, Credit, Corporate Development, M, Relationship Management
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Energy and Environment, Finance
Duke University - Nicholas School of the Environment 2012 — 2014
Non-degree seeking student
DePauw University 2001 — 2005
BA, Management and Economics
AmeriGas July 2014 - Present
Opower June 2013 - August 2013
Peace Corps February 2010 - May 2012
Developing World Markets August 2007 - January 2010
KeyBanc Capital Markets July 2005 - July 2007
GARC LLC May 2007 - May 2007
ACCION USA December 2006 - April 2007
Skills
Due Diligence, Financial Modeling, Valuation, Spanish, Microfinance, Emerging Markets, Excel, Asset Management, Economics, Strategic Planning, Private Equity, Business Development, Start-up Ventures, Sustainable Agriculture, Community Forestry, Business Planning, Credit Analysis, Financial Analysis, Finance, Investments, Analysis, Capital Markets, Equities, Investment Banking, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, Venture Capital, Credit, Corporate Development, M, Relationship Management
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Energy and Environment, Finance
Duke University - Nicholas School of the Environment 2012 — 2014
Non-degree seeking student
DePauw University 2001 — 2005
BA, Management and Economics
Robert J. Looney Robert J. Looney's KeyBanc Capital Markets Experience 2005 - 2009
Job Chief Operating Officer and Chief Financial Officer AXIS Re
Industry Insurance
Experience
AXIS Capital 2011 - Present
AXIS Capital 2010 - 2011
Wunderlich Securities 2009 - 2010
KeyBanc Capital Markets 2005 - 2009
Advest, Inc. 1998 - 2005
PwC 1991 - 1998
Mutual of America 1988 - 1991
Skills
Reinsurance, Insurance, Corporate Finance, Property & Casualty..., Finance, Financial Analysis, Financial Reporting, Strategic Planning, Due Diligence, Operations Management, Business Strategy, Investment Banking, Mergers & Acquisitions, Management, Mergers, Auditing, Banking
Education
Columbia University - Columbia Business School
MBA, Finance
Villanova University
B.S., Accountancy
AXIS Capital 2011 - Present
AXIS Capital 2010 - 2011
Wunderlich Securities 2009 - 2010
KeyBanc Capital Markets 2005 - 2009
Advest, Inc. 1998 - 2005
PwC 1991 - 1998
Mutual of America 1988 - 1991
Skills
Reinsurance, Insurance, Corporate Finance, Property & Casualty..., Finance, Financial Analysis, Financial Reporting, Strategic Planning, Due Diligence, Operations Management, Business Strategy, Investment Banking, Mergers & Acquisitions, Management, Mergers, Auditing, Banking
Education
Columbia University - Columbia Business School
MBA, Finance
Villanova University
B.S., Accountancy
Gabi Longe, CPA's KeyBanc Capital Markets Experience May 2015 - July 2015
Job MBA Candidate at the Johnson School Cornell University
Industry Financial Services
Experience
Johnson Graduate School of Management at Cornell University August 2014 - Present
KeyBanc Capital Markets May 2015 - July 2015
L-3 Communications July 2010 - July 2014
Deloitte & Touche September 2008 - July 2010
WithumSmith+Brown September 2007 - December 2007
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Accounting, Internal Audit, US GAAP, SEC filings, Financial Statements, GAAP, Financial Audits, Tax, Revenue Recognition, IFRS, Finance, SEC Filings, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Fairleigh Dickinson University-Florham Campus 2004 — 2008
Master of Science & Bachelor of Science, Accounting
International School University of Lagos 1997 — 2003
High School
Johnson Graduate School of Management at Cornell University August 2014 - Present
KeyBanc Capital Markets May 2015 - July 2015
L-3 Communications July 2010 - July 2014
Deloitte & Touche September 2008 - July 2010
WithumSmith+Brown September 2007 - December 2007
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Accounting, Internal Audit, US GAAP, SEC filings, Financial Statements, GAAP, Financial Audits, Tax, Revenue Recognition, IFRS, Finance, SEC Filings, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Fairleigh Dickinson University-Florham Campus 2004 — 2008
Master of Science & Bachelor of Science, Accounting
International School University of Lagos 1997 — 2003
High School
David A. Thompson David A. Thompson's KeyBanc Capital Markets Experience October 2013 - Present
Job Credit Sales at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets October 2013 - Present
KeyBanc Capital Markets August 2010 - October 2013
Bank of America Merrill Lynch May 2007 - August 2010
Skills
Trading, Credit Derivatives, Asset Management, Financial Analysis, Fixed Income, Capital Markets, Investments, Analytical Reasoning, Global Markets, Investment Banking, Credit, Financial Markets
Education
Georgia Institute of Technology 2003 — 2008
BS, Management, Finance
KeyBanc Capital Markets October 2013 - Present
KeyBanc Capital Markets August 2010 - October 2013
Bank of America Merrill Lynch May 2007 - August 2010
Skills
Trading, Credit Derivatives, Asset Management, Financial Analysis, Fixed Income, Capital Markets, Investments, Analytical Reasoning, Global Markets, Investment Banking, Credit, Financial Markets
Education
Georgia Institute of Technology 2003 — 2008
BS, Management, Finance
Colton Wetherwax Colton Wetherwax's KeyBanc Capital Markets Experience March 2015 - Present
Job Utilities & Power Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets March 2015 - Present
KeyBank March 2014 - March 2015
KeyBank July 2012 - March 2014
Johnson Student Investment Counsel June 2011 - June 2012
Raymond James March 2010 - December 2011
Skills
Finance, Portfolio Management, Financial Modeling, Credit Risk
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration, Finance, International Business
ESC Toulouse 2012 — 2012
Study Abroad, International Business
KeyBanc Capital Markets March 2015 - Present
KeyBank March 2014 - March 2015
KeyBank July 2012 - March 2014
Johnson Student Investment Counsel June 2011 - June 2012
Raymond James March 2010 - December 2011
Skills
Finance, Portfolio Management, Financial Modeling, Credit Risk
Education
Cleveland State University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Cincinnati College of Business 2008 — 2012
Bachelor of Business Administration, Finance, International Business
ESC Toulouse 2012 — 2012
Study Abroad, International Business
Christine Courtwright Christine Courtwright's KeyBanc Capital Markets Experience June 1998 - June 2004
Job Special Education Intervention Specialist at Constellation Schools
Industry Primary/Secondary Education
Experience
Constellation Schools August 2012 - Present
Strang, Klubnik & Associates August 2007 - May 2009
KeyBanc Capital Markets June 1998 - June 2004
Skills
Special Education, Educational Technology, Teaching, Curriculum Design, Classroom Management, Research, Lotus Notes, Public Speaking, Customer Service, PowerPoint, Curriculum Development
Education
Cleveland State University 2012 — 2014
Master's Degree, Spec. Ed. Moderate/Severe Disabilities
Cleveland State University 2009 — 2012
Bachelors of Science in Education, Special Education Intervention Specialist Mild/Moderate
Trinity High
Constellation Schools August 2012 - Present
Strang, Klubnik & Associates August 2007 - May 2009
KeyBanc Capital Markets June 1998 - June 2004
Skills
Special Education, Educational Technology, Teaching, Curriculum Design, Classroom Management, Research, Lotus Notes, Public Speaking, Customer Service, PowerPoint, Curriculum Development
Education
Cleveland State University 2012 — 2014
Master's Degree, Spec. Ed. Moderate/Severe Disabilities
Cleveland State University 2009 — 2012
Bachelors of Science in Education, Special Education Intervention Specialist Mild/Moderate
Trinity High
Scott VandeKerkhoff's KeyBanc Capital Markets Experience 2006 - 2008
Job Vice President at Saw Mill Capital
Industry Venture Capital & Private Equity
Experience
Saw Mill Capital 2013 - Present
Saw Mill Capital 2010 - 2011
Saw Mill Capital 2008 - 2010
KeyBanc Capital Markets 2006 - 2008
Skills
Finance, Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Strategy, Financial Analysis, Corporate Finance, Corporate Development, LBO, Acquisitions, Entrepreneurship
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
Michigan State University 2002 — 2006
BA, Finance
Saw Mill Capital 2013 - Present
Saw Mill Capital 2010 - 2011
Saw Mill Capital 2008 - 2010
KeyBanc Capital Markets 2006 - 2008
Skills
Finance, Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Strategy, Financial Analysis, Corporate Finance, Corporate Development, LBO, Acquisitions, Entrepreneurship
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
Michigan State University 2002 — 2006
BA, Finance
Tim Sears Tim Sears's KeyBanc Capital Markets Experience April 2000 - August 2001
Job Controller at Fruit Ridge Tools, LLC
Industry Internet
Experience
Fruit Ridge Tools, LLC October 2005 - Present
KeyBanc Capital Markets April 2000 - August 2001
Van Kampen Funds June 1998 - April 2000
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Leadership, Investments, Accounting, Strategic Planning
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Liberty University 1993 — 1995
Fruit Ridge Tools, LLC October 2005 - Present
KeyBanc Capital Markets April 2000 - August 2001
Van Kampen Funds June 1998 - April 2000
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Leadership, Investments, Accounting, Strategic Planning
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Liberty University 1993 — 1995
Phil Gibbs Phil Gibbs's KeyBanc Capital Markets Experience May 2006 - Present
Job Metals Equity Research Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2006 - Present
Skills
Bloomberg, Capital Markets, Equity Research, Financial Modeling, Valuation, Asset Management, Equities, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Management
Education
Fairfield University
Miami University
Finance
St. Ignatius
KeyBanc Capital Markets May 2006 - Present
Skills
Bloomberg, Capital Markets, Equity Research, Financial Modeling, Valuation, Asset Management, Equities, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Management
Education
Fairfield University
Miami University
Finance
St. Ignatius
Michael A. Schneider Michael A. Schneider's KeyBanc Capital Markets Experience July 2008 - June 2009
Job Residential Insulation Finance Lead at Owens Corning
Industry Consumer Goods
Experience
Owens Corning January 2015 - Present
Owens Corning June 2013 - January 2015
Owens Corning May 2012 - June 2013
Armada Capital Group March 2012 - May 2012
Noble Wealth Management June 2010 - November 2011
University of Toledo May 2010 - May 2011
KeyBanc Capital Markets July 2008 - June 2009
Grace Brothers Landscaping, Inc May 2002 - June 2008
The University of Toledo August 2005 - May 2008
Wachovia Securities June 2007 - August 2007
Skills
Financial Analysis, Excel, PowerPoint, Financial Modeling, Loans, Economics, Sales Management, Microsoft Excel, Leadership
Education
University of Toledo 2010 — 2011
Master of Business Administration, Leadership
University of Toledo 2004 — 2008
Bachelor of Business Administration, Finance
European Business School Oestrich-Winkel 2007 — 2007
Owens Corning January 2015 - Present
Owens Corning June 2013 - January 2015
Owens Corning May 2012 - June 2013
Armada Capital Group March 2012 - May 2012
Noble Wealth Management June 2010 - November 2011
University of Toledo May 2010 - May 2011
KeyBanc Capital Markets July 2008 - June 2009
Grace Brothers Landscaping, Inc May 2002 - June 2008
The University of Toledo August 2005 - May 2008
Wachovia Securities June 2007 - August 2007
Skills
Financial Analysis, Excel, PowerPoint, Financial Modeling, Loans, Economics, Sales Management, Microsoft Excel, Leadership
Education
University of Toledo 2010 — 2011
Master of Business Administration, Leadership
University of Toledo 2004 — 2008
Bachelor of Business Administration, Finance
European Business School Oestrich-Winkel 2007 — 2007
Will Bolton's KeyBanc Capital Markets Experience July 2015 - Present
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
CreditSights May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Excel, Public Speaking, Economics, Data Analysis, Editing, Bloomberg
Education
Davidson College 2011 — 2015
BA Cum Laude, Economics, Honors Music
Groton School 2007 — 2011
Cum Laude
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
CreditSights May 2013 - August 2013
Skills
PowerPoint, Research, Microsoft Excel, Public Speaking, Economics, Data Analysis, Editing, Bloomberg
Education
Davidson College 2011 — 2015
BA Cum Laude, Economics, Honors Music
Groton School 2007 — 2011
Cum Laude
Hunter Robinson Hunter Robinson's KeyBanc Capital Markets Experience May 2015 - Present
Job Investment Banking Summer Analyst, Industrial Technology
Industry Higher Education
Experience
KeyBanc Capital Markets May 2015 - Present
Davidson College August 2012 - Present
MSC Industrial Supply Co. June 2014 - August 2014
Cardiothoracic Surgery, P.C June 2011 - September 2011
Crestwood Country Day Camp June 2010 - August 2010
Skills
Medical Billing, Healthcare Management, Software Documentation, Microsoft Excel, Research, Microsoft Word, Economics, Stata, PowerPoint, Microsoft Office, Data Analysis, Public Speaking, Social Media, Critical Thinking, Fundraising
Education
Davidson College 2012 — 2016
Bachelor of Arts, Economics, Communications
Friends Academy 2008 — 2012
High School Diploma
KeyBanc Capital Markets May 2015 - Present
Davidson College August 2012 - Present
MSC Industrial Supply Co. June 2014 - August 2014
Cardiothoracic Surgery, P.C June 2011 - September 2011
Crestwood Country Day Camp June 2010 - August 2010
Skills
Medical Billing, Healthcare Management, Software Documentation, Microsoft Excel, Research, Microsoft Word, Economics, Stata, PowerPoint, Microsoft Office, Data Analysis, Public Speaking, Social Media, Critical Thinking, Fundraising
Education
Davidson College 2012 — 2016
Bachelor of Arts, Economics, Communications
Friends Academy 2008 — 2012
High School Diploma
Rachel Keyser's KeyBanc Capital Markets Experience July 2007 - February 2009
Job Advisor, Government Services at CVS Health
Industry Hospital & Health Care
Experience
HLM Venture Partners January 2014 - May 2014
SR One March 2013 - September 2013
United BioSource Corporation April 2009 - July 2012
KeyBanc Capital Markets July 2007 - February 2009
Skills
Investment Banking, Capital Markets, Portfolio Management, Health Economics, Bonds, Economics, Derivatives, Oncology, Private Placements, Financial Modeling, Data Analysis, Valuation, Statistics, Quantitative Analytics, Financial Analysis, Economic Modeling, Healthcare, Pharmaceutical Industry, Biotechnology, Big Data, Project Management, Proposal Writing, Markov models, Discrete Event..., Break-even Analysis, Monte Carlo Simulation, Credit Analysis, Interest Rate..., Epidemiology, Outcomes Research, Meta-analysis, Biostatistics, Strategic Planning, Venture Capital, Strategy, Leadership, Business Strategy, Management, Consulting, Start-ups, Cross-functional Team...
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Colorado Boulder 2003 — 2007
BS, Applied Mathematics
University of Sussex 2005 — 2006
Mathematics
HLM Venture Partners January 2014 - May 2014
SR One March 2013 - September 2013
United BioSource Corporation April 2009 - July 2012
KeyBanc Capital Markets July 2007 - February 2009
Skills
Investment Banking, Capital Markets, Portfolio Management, Health Economics, Bonds, Economics, Derivatives, Oncology, Private Placements, Financial Modeling, Data Analysis, Valuation, Statistics, Quantitative Analytics, Financial Analysis, Economic Modeling, Healthcare, Pharmaceutical Industry, Biotechnology, Big Data, Project Management, Proposal Writing, Markov models, Discrete Event..., Break-even Analysis, Monte Carlo Simulation, Credit Analysis, Interest Rate..., Epidemiology, Outcomes Research, Meta-analysis, Biostatistics, Strategic Planning, Venture Capital, Strategy, Leadership, Business Strategy, Management, Consulting, Start-ups, Cross-functional Team...
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Colorado Boulder 2003 — 2007
BS, Applied Mathematics
University of Sussex 2005 — 2006
Mathematics
Douglas Wicklund, Jr. Douglas Wicklund, Jr.'s KeyBanc Capital Markets Experience December 2010 - June 2013
Job Investment Banking at Jefferies
Industry Investment Banking
Experience
Jefferies March 2015 - Present
Robert W. Baird & Co. June 2013 - February 2015
KeyBanc Capital Markets December 2010 - June 2013
Mantucket Capital December 2009 - December 2010
FMI September 2009 - November 2009
Wicklund Petroleum Corporation January 2008 - March 2009
The Cypress Group January 2007 - December 2007
SunTrust Bank 2004 - 2006
Skills
Business Valuation, Capital Markets, Capital Structure, Corporate Finance, Credit Analysis, Due Diligence, Equity Capital Markets, Equity Valuation, Finance, Financial Analysis, IPO, LBO, Series 63, Capital IQ, Energy, Mergers, Venture Capital
Education
University of Denver - Daniels College of Business 2009 — 2010
Master of Science, Finance
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA
Denison University 1998 — 2001
Bachelor of Arts, Economics & English-literature
Canterbury School 1996 — 1997
Jefferies March 2015 - Present
Robert W. Baird & Co. June 2013 - February 2015
KeyBanc Capital Markets December 2010 - June 2013
Mantucket Capital December 2009 - December 2010
FMI September 2009 - November 2009
Wicklund Petroleum Corporation January 2008 - March 2009
The Cypress Group January 2007 - December 2007
SunTrust Bank 2004 - 2006
Skills
Business Valuation, Capital Markets, Capital Structure, Corporate Finance, Credit Analysis, Due Diligence, Equity Capital Markets, Equity Valuation, Finance, Financial Analysis, IPO, LBO, Series 63, Capital IQ, Energy, Mergers, Venture Capital
Education
University of Denver - Daniels College of Business 2009 — 2010
Master of Science, Finance
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA
Denison University 1998 — 2001
Bachelor of Arts, Economics & English-literature
Canterbury School 1996 — 1997
Lionel Adabayeri Lionel Adabayeri's KeyBanc Capital Markets Experience May 2013 - August 2013
Job Investment Banking Summer Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets May 2013 - August 2013
Greensea Capital LLP July 2012 - August 2012
Davidson Rotaract Club October 2010 - July 2012
Davidson College Athletic Office May 2011 - August 2011
Skills
Strategic Planning, Economics, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, PowerPoint
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
SOS Hermann Gmeiner International College 2006 — 2010
International Baccalaureate Diploma, International General Certificate of Secondary Education
KeyBanc Capital Markets May 2013 - August 2013
Greensea Capital LLP July 2012 - August 2012
Davidson Rotaract Club October 2010 - July 2012
Davidson College Athletic Office May 2011 - August 2011
Skills
Strategic Planning, Economics, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, PowerPoint
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
SOS Hermann Gmeiner International College 2006 — 2010
International Baccalaureate Diploma, International General Certificate of Secondary Education
Christopher Dearborn Christopher Dearborn's KeyBanc Capital Markets Experience December 2010 - June 2014
Job Credit Sales Santander Investment Securities
Industry Financial Services
Experience
Santander Investment Securities Inc October 2014 - Present
KeyBanc Capital Markets December 2010 - June 2014
Cantor Fitzgerald April 2007 - February 2010
JPMorgan Chase August 2001 - April 2007
Lehman Brothers July 1994 - July 1999
Skills
Bonds, Credit, Series 7, Series 63, Sales, Capital Markets, Hedge Funds, Asset Management, Insurance, Securities, Equities, Bloomberg, Fixed Income, Investments, Proprietary Trading, Derivatives, Investment Banking
Education
Cornell University 1998 — 2001
Master of Business Administration (MBA), Finance, General
University of New Hampshire 1990 — 1994
Bachelor of Arts (BA), Economics
Santander Investment Securities Inc October 2014 - Present
KeyBanc Capital Markets December 2010 - June 2014
Cantor Fitzgerald April 2007 - February 2010
JPMorgan Chase August 2001 - April 2007
Lehman Brothers July 1994 - July 1999
Skills
Bonds, Credit, Series 7, Series 63, Sales, Capital Markets, Hedge Funds, Asset Management, Insurance, Securities, Equities, Bloomberg, Fixed Income, Investments, Proprietary Trading, Derivatives, Investment Banking
Education
Cornell University 1998 — 2001
Master of Business Administration (MBA), Finance, General
University of New Hampshire 1990 — 1994
Bachelor of Arts (BA), Economics
Elizabeth Powell Elizabeth Powell's KeyBanc Capital Markets Experience May 2014 - July 2014
Job MBA Candidate, Cornell University Johnson School of Management, Class of 2015
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2014 - July 2014
Citi July 2009 - August 2013
Skills
Investment Banking, Valuation, Financial Analysis, Capital Markets, Financial Modeling, Corporate Finance, Bloomberg Terminal, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2009
Bachelor of Science (BS), Finance
KeyBanc Capital Markets May 2014 - July 2014
Citi July 2009 - August 2013
Skills
Investment Banking, Valuation, Financial Analysis, Capital Markets, Financial Modeling, Corporate Finance, Bloomberg Terminal, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2009
Bachelor of Science (BS), Finance
David Galper's KeyBanc Capital Markets Experience 2009 - May 2014
Job Managing Director at ICR
Industry Investment Banking
Experience
ICR June 2014 - Present
KeyBanc Capital Markets 2009 - May 2014
Jefferies & Company 2006 - 2008
Lehman Brothers 2004 - 2006
Deutsche Banc Alex. Brown 1998 - 2000
Skills
Retail, Apparel, Footwear, Consumer Products, Financial Sponsors, Investment Banking, Mergers & Acquisitions, Business Strategy, Equity Capital Markets, Leveraged Finance, Capital Raising, Mergers, Equities, Executive Management, Corporate Finance, Capital Markets, IPO
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Economics
ICR June 2014 - Present
KeyBanc Capital Markets 2009 - May 2014
Jefferies & Company 2006 - 2008
Lehman Brothers 2004 - 2006
Deutsche Banc Alex. Brown 1998 - 2000
Skills
Retail, Apparel, Footwear, Consumer Products, Financial Sponsors, Investment Banking, Mergers & Acquisitions, Business Strategy, Equity Capital Markets, Leveraged Finance, Capital Raising, Mergers, Equities, Executive Management, Corporate Finance, Capital Markets, IPO
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Economics
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
Anurag Rana Anurag Rana's KeyBanc Capital Markets Experience 2003 - 2009
Job Sector Head and Senior Analyst at Bloomberg
Industry Financial Services
Experience
Bloomberg 2010 - Present
KeyBanc Capital Markets 2003 - 2009
KeyCorp 1999 - 2003
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis
Education
Delhi University
B.Sc, Physics
State University of New York College at Buffalo
MBA, Financial Institutions & Markets and MIS
Bloomberg 2010 - Present
KeyBanc Capital Markets 2003 - 2009
KeyCorp 1999 - 2003
Skills
Equity Research, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis
Education
Delhi University
B.Sc, Physics
State University of New York College at Buffalo
MBA, Financial Institutions & Markets and MIS
Peter Feer Peter Feer's KeyBanc Capital Markets Experience January 2001 - July 2004
Job Professionally Certified Executive Coach at MPF Coaching LLC
Industry Professional Training & Coaching
Experience
MPF Coaching LLC April 2010 - Present
St. Charles Capital, LLC April 2007 - September 2008
Harris Williams & Co. July 2004 - March 2007
KeyBanc Capital Markets January 2001 - July 2004
The Wallach Company, Inc. May 1991 - January 2001
Arista Records 1989 - 1990
Arthur D. Little 1988 - 1989
Salomon Brothers 1984 - 1986
Integrated Resources LLC (IRLLC) 1983 - 1984
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Valuation, Financial Modeling, Private Placements, Capital Raising, Growth Capital, Mergers & Acquisitions, Leadership Development, Strategy, Executive Coaching, Executive Management, Coaching, Start-ups, Leadership, Management, Finance, Entrepreneurship, Business Strategy, Restructuring, Management Consulting, Asset Management, Hedge Funds, Business Planning, Business Development, Investments
Education
Coaches Training Institute 2010 — 2011
Certified Professional Co-active Coach
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Business Administration
Dartmouth College 1978 — 1983
BA, History
Scarsdale High School 1974 — 1978
High School Diploma
MPF Coaching LLC April 2010 - Present
St. Charles Capital, LLC April 2007 - September 2008
Harris Williams & Co. July 2004 - March 2007
KeyBanc Capital Markets January 2001 - July 2004
The Wallach Company, Inc. May 1991 - January 2001
Arista Records 1989 - 1990
Arthur D. Little 1988 - 1989
Salomon Brothers 1984 - 1986
Integrated Resources LLC (IRLLC) 1983 - 1984
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Valuation, Financial Modeling, Private Placements, Capital Raising, Growth Capital, Mergers & Acquisitions, Leadership Development, Strategy, Executive Coaching, Executive Management, Coaching, Start-ups, Leadership, Management, Finance, Entrepreneurship, Business Strategy, Restructuring, Management Consulting, Asset Management, Hedge Funds, Business Planning, Business Development, Investments
Education
Coaches Training Institute 2010 — 2011
Certified Professional Co-active Coach
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Business Administration
Dartmouth College 1978 — 1983
BA, History
Scarsdale High School 1974 — 1978
High School Diploma
Edward Hertz Edward Hertz's KeyBanc Capital Markets Experience February 2014 - Present
Job Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2014 - Present
KeyBanc Capital Markets January 2011 - January 2014
United States Navy Reserve June 2001 - August 2013
The Great Lakes Group July 2005 - June 2010
Skills
Logistics, Strategic Consulting, Transportation, Financial Modeling, Financial Analysis, Valuation, Operations Management, Corporate Finance, Investment Banking, Strategic Planning, Credit Analysis, Mergers, Budgets, Analysis
Education
Cleveland State University 2010 — 2010
Certified Public Accounting Program
Weatherhead School of Management at Case Western Reserve University 2006 — 2008
Masters of Business Administration, Banking and Finance
United States Merchant Marine Academy 2001 — 2005
Bachelor in Science, Logistics and Intermodal Transportation
KeyBanc Capital Markets February 2014 - Present
KeyBanc Capital Markets January 2011 - January 2014
United States Navy Reserve June 2001 - August 2013
The Great Lakes Group July 2005 - June 2010
Skills
Logistics, Strategic Consulting, Transportation, Financial Modeling, Financial Analysis, Valuation, Operations Management, Corporate Finance, Investment Banking, Strategic Planning, Credit Analysis, Mergers, Budgets, Analysis
Education
Cleveland State University 2010 — 2010
Certified Public Accounting Program
Weatherhead School of Management at Case Western Reserve University 2006 — 2008
Masters of Business Administration, Banking and Finance
United States Merchant Marine Academy 2001 — 2005
Bachelor in Science, Logistics and Intermodal Transportation
Matt Rubin Matt Rubin's KeyBanc Capital Markets Experience June 2008 - August 2010
Job Sr. Manager Marketing Analytics (Latin America) at Burger King Corporation
Industry Consumer Goods
Experience
Burger King Corporation March 2015 - Present
The SWI Group July 2013 - March 2015
Huron Capital Partners May 2012 - August 2012
FBR August 2010 - July 2011
KeyBanc Capital Markets June 2008 - August 2010
Bear Stearns 2007 - 2008
Madison International Realty June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Bloomberg, Corporate Finance, LBO, Equities, Due Diligence, Fixed Income, Hedge Funds, Analytics, Venture Capital, Strategy, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship & Finance
Columbia University in the City of New York 2003 — 2007
BA, Economics
University School 1990 — 2003
Burger King Corporation March 2015 - Present
The SWI Group July 2013 - March 2015
Huron Capital Partners May 2012 - August 2012
FBR August 2010 - July 2011
KeyBanc Capital Markets June 2008 - August 2010
Bear Stearns 2007 - 2008
Madison International Realty June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Bloomberg, Corporate Finance, LBO, Equities, Due Diligence, Fixed Income, Hedge Funds, Analytics, Venture Capital, Strategy, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship & Finance
Columbia University in the City of New York 2003 — 2007
BA, Economics
University School 1990 — 2003
Lubi Kutua Lubi Kutua's KeyBanc Capital Markets Experience February 2013 - August 2015
Job Vice President Equity Research at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
KeyBanc Capital Markets February 2013 - August 2015
Goldman Sachs April 2009 - February 2013
Goldman Sachs July 2006 - April 2009
Goldman Sachs July 2004 - June 2006
Skills
Equities, Valuation, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Corporate Finance, Microsoft Office, Microsoft Excel, Investments, Portfolio Management, Equity Valuation, Bloomberg, Equity Trading, Equity Research
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance, Financial Instruments & Markets
Hamilton College 2000 — 2004
BA, Mathematics & Physics, Cum Laude
The Taft School 1999 — 2000
Jefferies August 2015 - Present
KeyBanc Capital Markets February 2013 - August 2015
Goldman Sachs April 2009 - February 2013
Goldman Sachs July 2006 - April 2009
Goldman Sachs July 2004 - June 2006
Skills
Equities, Valuation, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Corporate Finance, Microsoft Office, Microsoft Excel, Investments, Portfolio Management, Equity Valuation, Bloomberg, Equity Trading, Equity Research
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance, Financial Instruments & Markets
Hamilton College 2000 — 2004
BA, Mathematics & Physics, Cum Laude
The Taft School 1999 — 2000
Richard Vidal's KeyBanc Capital Markets Experience October 2015 - Present
Job
Industry Oil & Energy
Experience
KeyBanc Capital Markets October 2015 - Present
Wells Fargo Securities April 2014 - May 2015
ExxonMobil October 2013 - April 2014
ExxonMobil September 2012 - September 2013
ExxonMobil February 2011 - August 2012
Goldman Sachs May 2010 - August 2010
ExxonMobil May 2009 - August 2009
Marathon Oil Company May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
Financial Analysis, Strategic Planning, Market Research, Gas, Business Planning, Quantitative Analytics, DCF, Quantitative Analysis, Price Forecasting, Internal Consulting, Supply and Demand..., Discounted Cash Flow..., Profitability Analysis, Trading Strategies, Series 7, Series 63, Series 87, Natural Gas, Engineering, Management, Analysis, Petroleum, Energy Industry, Data Analysis
Education
Colorado School of Mines 2007 — 2010
BS, Economics & Business - Cum Laude
Colorado School of Mines 2006 — 2010
BS, Mechanical Engineering - Cum Laude
KeyBanc Capital Markets October 2015 - Present
Wells Fargo Securities April 2014 - May 2015
ExxonMobil October 2013 - April 2014
ExxonMobil September 2012 - September 2013
ExxonMobil February 2011 - August 2012
Goldman Sachs May 2010 - August 2010
ExxonMobil May 2009 - August 2009
Marathon Oil Company May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
Financial Analysis, Strategic Planning, Market Research, Gas, Business Planning, Quantitative Analytics, DCF, Quantitative Analysis, Price Forecasting, Internal Consulting, Supply and Demand..., Discounted Cash Flow..., Profitability Analysis, Trading Strategies, Series 7, Series 63, Series 87, Natural Gas, Engineering, Management, Analysis, Petroleum, Energy Industry, Data Analysis
Education
Colorado School of Mines 2007 — 2010
BS, Economics & Business - Cum Laude
Colorado School of Mines 2006 — 2010
BS, Mechanical Engineering - Cum Laude
James Macko James Macko's KeyBanc Capital Markets Experience 1993 - Present
Job Managing Director, Equity Trading at Keybanc Capital Markets
Industry Capital Markets
Experience
Keybanc Capital Markets 1993 - Present
Smith Barney 1991 - 1993
Prescott Ball & Turben 1990 - 1991
Roulston Research Corp 1985 - 1990
Skills
Equity Trading, Investment Banking, Institutional, Series 7, Series 63, Series 24, Mutual Funds, Fixed Income, Hedge Funds, FINRA, Investment Management, Bonds, Equity Valuation, Financial Markets, Trading, ETFs
Education
Cleveland State University 1980 — 1984
BBA, Marketing, Finance
Keybanc Capital Markets 1993 - Present
Smith Barney 1991 - 1993
Prescott Ball & Turben 1990 - 1991
Roulston Research Corp 1985 - 1990
Skills
Equity Trading, Investment Banking, Institutional, Series 7, Series 63, Series 24, Mutual Funds, Fixed Income, Hedge Funds, FINRA, Investment Management, Bonds, Equity Valuation, Financial Markets, Trading, ETFs
Education
Cleveland State University 1980 — 1984
BBA, Marketing, Finance
Matthew Mishan, CFA Matthew Mishan, CFA's KeyBanc Capital Markets Experience September 2013 - Present
Job Research Analyst at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
KeyBanc Capital Markets December 2007 - July 2012
Carlin Financial Group January 2004 - August 2005
E*Trade Professional January 2003 - December 2003
JGM Securities January 2000 - December 2002
Morgan Stanley Dean Witter May 1998 - October 1999
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Capital Markets
University of Florida 1994 — 1998
BSBS, Finance
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
KeyBanc Capital Markets December 2007 - July 2012
Carlin Financial Group January 2004 - August 2005
E*Trade Professional January 2003 - December 2003
JGM Securities January 2000 - December 2002
Morgan Stanley Dean Witter May 1998 - October 1999
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Capital Markets
University of Florida 1994 — 1998
BSBS, Finance
Scott Irvin Scott Irvin's KeyBanc Capital Markets Experience December 2014 - Present
Job Ratings and Capital Structure Advisory
Industry Investment Banking
Experience
KeyBanc Capital Markets December 2014 - Present
SunTrust Robinson Humphrey April 2007 - June 2014
Banc of America Securities 2001 - 2007
Skills
Ratings Advisory, Financial Structuring, Credit Analysis, Structuring, Series 7, Capital Markets, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Leveraged Finance, Private Equity
Education
University of South Carolina - The Moore School of Business 1999 — 2001
MBA, International Business
Davidson College 1986 — 1990
BA, German
KeyBanc Capital Markets December 2014 - Present
SunTrust Robinson Humphrey April 2007 - June 2014
Banc of America Securities 2001 - 2007
Skills
Ratings Advisory, Financial Structuring, Credit Analysis, Structuring, Series 7, Capital Markets, Investment Banking, Corporate Finance, Structured Finance, Fixed Income, Leveraged Finance, Private Equity
Education
University of South Carolina - The Moore School of Business 1999 — 2001
MBA, International Business
Davidson College 1986 — 1990
BA, German
Paul Sutphin Paul Sutphin's KeyBanc Capital Markets Experience August 2005 - January 2007
Job Vice President at Waud Capital Partners
Industry Venture Capital & Private Equity
Experience
CyberGrants June 2015 - Present
Waud Capital Partners July 2013 - Present
Harvard Business School August 2011 - May 2013
Madison Dearborn Partners July 2009 - June 2011
Credit Suisse January 2007 - June 2009
KeyBanc Capital Markets August 2005 - January 2007
Skills
LBO, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital Markets, Financial Analysis, Investments
Education
Harvard Business School 2011 — 2013
The Ohio State University 2002 — 2005
Bachelor of Science in Business Administration, Finance
CyberGrants June 2015 - Present
Waud Capital Partners July 2013 - Present
Harvard Business School August 2011 - May 2013
Madison Dearborn Partners July 2009 - June 2011
Credit Suisse January 2007 - June 2009
KeyBanc Capital Markets August 2005 - January 2007
Skills
LBO, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital Markets, Financial Analysis, Investments
Education
Harvard Business School 2011 — 2013
The Ohio State University 2002 — 2005
Bachelor of Science in Business Administration, Finance
Luke Rozman Luke Rozman's KeyBanc Capital Markets Experience March 2015 - Present
Job Financial Analyst at KeyBanc Capital Markets
Industry Hospital & Health Care
Experience
KeyBanc Capital Markets March 2015 - Present
Cleveland Clinic March 2012 - Present
The Art of Shaving 2009 - March 2012
Skills
Microsoft Excel, SQL, Healthcare Analytics, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Process Improvement, Business Analysis, Teamwork, Team Leadership, Business Intelligence, Statistics, Project Planning, Analysis, SAP, Financial Analysis, Windows, Training, Lean Thinking, Lean Tools, Lean Management, Time Management, Leadership
Education
Cleveland State University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Cleveland State University 2006 — 2011
Bachelor of Arts (B.A.), Communication
Benedictine High School 2002 — 2006
KeyBanc Capital Markets March 2015 - Present
Cleveland Clinic March 2012 - Present
The Art of Shaving 2009 - March 2012
Skills
Microsoft Excel, SQL, Healthcare Analytics, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Process Improvement, Business Analysis, Teamwork, Team Leadership, Business Intelligence, Statistics, Project Planning, Analysis, SAP, Financial Analysis, Windows, Training, Lean Thinking, Lean Tools, Lean Management, Time Management, Leadership
Education
Cleveland State University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Cleveland State University 2006 — 2011
Bachelor of Arts (B.A.), Communication
Benedictine High School 2002 — 2006
Dana Hayes III's KeyBanc Capital Markets Experience May 2015 - Present
Job Investment Banking Summer Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2015 - Present
Taringa! January 2015 - May 2015
UBS May 2014 - August 2014
Chicago Board of Trade May 2013 - July 2013
YuMe January 2013 - February 2013
Skills
Microsoft Excel, Microsoft Office, English, Research, Customer Service, Strategic Planning, Teamwork, Finance
Education
DePauw University 2012 — 2016
Bachelor of Science (B.S.), Economics
New Trier High School 2009 — 2012
KeyBanc Capital Markets May 2015 - Present
Taringa! January 2015 - May 2015
UBS May 2014 - August 2014
Chicago Board of Trade May 2013 - July 2013
YuMe January 2013 - February 2013
Skills
Microsoft Excel, Microsoft Office, English, Research, Customer Service, Strategic Planning, Teamwork, Finance
Education
DePauw University 2012 — 2016
Bachelor of Science (B.S.), Economics
New Trier High School 2009 — 2012
Nick Campisano's KeyBanc Capital Markets Experience October 2010 - July 2014
Job Investment Banking Associate M&A and Restructuring Group
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
KeyBanc Capital Markets October 2010 - July 2014
MD Global Partners December 2009 - October 2010
Mainstream Investment Advisers May 2009 - August 2009
The Partnership for Public Service May 2008 - May 2009
Federal Communications Commission May 2008 - August 2008
Skills
Series 7, Series 63, Series 79, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Equities, Equity Research, FINRA, Mergers, Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
Masters, Management Studies
Duke University 2005 — 2009
Bachelors, Public Policy and Economics
Saint Xavier High School, Louisville, KY 2001 — 2005
High School
Moelis & Company July 2014 - Present
KeyBanc Capital Markets October 2010 - July 2014
MD Global Partners December 2009 - October 2010
Mainstream Investment Advisers May 2009 - August 2009
The Partnership for Public Service May 2008 - May 2009
Federal Communications Commission May 2008 - August 2008
Skills
Series 7, Series 63, Series 79, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Equities, Equity Research, FINRA, Mergers, Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
Masters, Management Studies
Duke University 2005 — 2009
Bachelors, Public Policy and Economics
Saint Xavier High School, Louisville, KY 2001 — 2005
High School
Giraud Payen Giraud Payen's KeyBanc Capital Markets Experience July 2010 - September 2012
Job Associate at Clarion Partners LLC
Industry Real Estate
Experience
Clarion Partners LLC September 2015 - Present
The Townsend Group October 2012 - June 2015
KeyBanc Capital Markets July 2010 - September 2012
Citigroup Global Markets Inc. June 2009 - August 2009
Transamerica Asset Management Group (AEGON) May 2008 - August 2008
Grassano Management Inc. 2007 - 2008
Skills
Bloomberg, Valuation, Financial Modeling, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Corporate Finance, Capital Markets, Investments, Equities, Fixed Income
Education
Florida Atlantic University 2006 — 2010
BS, Finance, Economics
American Business School 2008 — 2009
Economics
Clarion Partners LLC September 2015 - Present
The Townsend Group October 2012 - June 2015
KeyBanc Capital Markets July 2010 - September 2012
Citigroup Global Markets Inc. June 2009 - August 2009
Transamerica Asset Management Group (AEGON) May 2008 - August 2008
Grassano Management Inc. 2007 - 2008
Skills
Bloomberg, Valuation, Financial Modeling, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Corporate Finance, Capital Markets, Investments, Equities, Fixed Income
Education
Florida Atlantic University 2006 — 2010
BS, Finance, Economics
American Business School 2008 — 2009
Economics
Barbara Cohen's KeyBanc Capital Markets Experience 2005 - 2008
Job Managing Director and Head of Institutional Sales at Summit Research Partners LLC
Industry Financial Services
Experience
Summit Research Partners LLC June 2013 - Present
Sidoti & Company, LLC January 2009 - May 2013
KeyBanc Capital Markets 2005 - 2008
Schroders 1997 - 1999
Wheat First Securities 1992 - 1994
Skills
Equities, Equity Research, Hedge Funds, Investments, Trading, Series 63, Asset Management, Series 7, Institutional Sales, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Securities, Strategy, Series 24, Private Equity, Financial Markets, Executive Management, Equity Capital Markets, Finance, Series 65
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1991
BS, Economics
Stuyvesant High School
Summit Research Partners LLC June 2013 - Present
Sidoti & Company, LLC January 2009 - May 2013
KeyBanc Capital Markets 2005 - 2008
Schroders 1997 - 1999
Wheat First Securities 1992 - 1994
Skills
Equities, Equity Research, Hedge Funds, Investments, Trading, Series 63, Asset Management, Series 7, Institutional Sales, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Securities, Strategy, Series 24, Private Equity, Financial Markets, Executive Management, Equity Capital Markets, Finance, Series 65
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1988 — 1991
BS, Economics
Stuyvesant High School
Alan Isenstadt Alan Isenstadt's KeyBanc Capital Markets Experience June 2011 - April 2013
Job Vice President at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital February 2015 - Present
KeyBank Real Estate Capital April 2014 - February 2015
KeyBank Real Estate Capital April 2013 - April 2014
KeyBanc Capital Markets June 2011 - April 2013
Forest City Enterprises January 2008 - November 2009
Forest City Enterprises Inc. 2005 - 2007
Bank of America November 2004 - June 2005
Skills
Real Estate Finance, Real Estate Development, Market Research, Excel, CMBS, Loan Origination, Underwriting, Financial Modeling, Structured Finance, Loan Sales, Syndications, Debt Restructuring, Asset Managment, Real Estate Economics, Disposition, Microsoft Excel, Asset Management, Finance, Due Diligence, Investments, Loans, Capital Markets, Valuation, Portfolio Management, Credit Analysis
Education
Henley Business School 2009 — 2010
Master of Science (MSc), Real Estate Finance
DePaul University 2005 — 2009
BA, Communication & Marketing
KeyBank Real Estate Capital February 2015 - Present
KeyBank Real Estate Capital April 2014 - February 2015
KeyBank Real Estate Capital April 2013 - April 2014
KeyBanc Capital Markets June 2011 - April 2013
Forest City Enterprises January 2008 - November 2009
Forest City Enterprises Inc. 2005 - 2007
Bank of America November 2004 - June 2005
Skills
Real Estate Finance, Real Estate Development, Market Research, Excel, CMBS, Loan Origination, Underwriting, Financial Modeling, Structured Finance, Loan Sales, Syndications, Debt Restructuring, Asset Managment, Real Estate Economics, Disposition, Microsoft Excel, Asset Management, Finance, Due Diligence, Investments, Loans, Capital Markets, Valuation, Portfolio Management, Credit Analysis
Education
Henley Business School 2009 — 2010
Master of Science (MSc), Real Estate Finance
DePaul University 2005 — 2009
BA, Communication & Marketing
Jeremy Zucker's KeyBanc Capital Markets Experience April 2011 - June 2011
Job Judicial Law Clerk to the Honorable Susan Harrell Black at United States Court of Appeals for the Eleventh Circuit
Industry Judiciary
Experience
United States Court of Appeals for the Eleventh Circuit August 2014 - Present
Quinn Emanuel May 2013 - August 2013
United States District Court for the Southern District of Ohio May 2012 - August 2012
KeyBanc Capital Markets April 2011 - June 2011
Medical Mutual of Ohio June 2010 - August 2010
Skills
Corporate Law, Legal Writing, Intellectual Property, Securities Regulation, Appeals, Courts, Contract Law, Constitutional Law, Civil Procedure, Securities Litigation, Bankruptcy, Judicial Review, Litigation, Commercial Litigation, Civil Litigation, Business Litigation, Federal Courts, Jurisdiction, Legal Research, Microsoft Office, Westlaw, LexisNexis, Research
Education
Duke University School of Law 2011 — 2014
JD
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Finance
United States Court of Appeals for the Eleventh Circuit August 2014 - Present
Quinn Emanuel May 2013 - August 2013
United States District Court for the Southern District of Ohio May 2012 - August 2012
KeyBanc Capital Markets April 2011 - June 2011
Medical Mutual of Ohio June 2010 - August 2010
Skills
Corporate Law, Legal Writing, Intellectual Property, Securities Regulation, Appeals, Courts, Contract Law, Constitutional Law, Civil Procedure, Securities Litigation, Bankruptcy, Judicial Review, Litigation, Commercial Litigation, Civil Litigation, Business Litigation, Federal Courts, Jurisdiction, Legal Research, Microsoft Office, Westlaw, LexisNexis, Research
Education
Duke University School of Law 2011 — 2014
JD
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Finance
Jeffrey Burke Jeffrey Burke's KeyBanc Capital Markets Experience May 2012 - August 2012
Job Regional Director, The SpyGlass Group
Industry Management Consulting
Experience
The SpyGlass Group, LLC. April 2015 - Present
The SpyGlass Group, LLC. May 2014 - April 2015
Cleveland Browns April 2013 - March 2014
Boyd Watterson Asset Management December 2012 - January 2013
KeyBanc Capital Markets May 2012 - August 2012
On Target Realty, Inc. May 2011 - June 2011
Raw Talent Sports January 2007 - June 2009
Skills
Microsoft Office, Sales, Coaching, Financial Analysis, Networking, Communication Skills, Finance, Customer Service, Budgets, Football, Mentoring, Corporate Finance, Selling, Public Speaking, Photography, Sales Process, Leadership
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS, Finance
St. Edward High School 2005 — 2009
The SpyGlass Group, LLC. April 2015 - Present
The SpyGlass Group, LLC. May 2014 - April 2015
Cleveland Browns April 2013 - March 2014
Boyd Watterson Asset Management December 2012 - January 2013
KeyBanc Capital Markets May 2012 - August 2012
On Target Realty, Inc. May 2011 - June 2011
Raw Talent Sports January 2007 - June 2009
Skills
Microsoft Office, Sales, Coaching, Financial Analysis, Networking, Communication Skills, Finance, Customer Service, Budgets, Football, Mentoring, Corporate Finance, Selling, Public Speaking, Photography, Sales Process, Leadership
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS, Finance
St. Edward High School 2005 — 2009
Colleen Tubridy's KeyBanc Capital Markets Experience May 2008 - August 2008
Job MBA Candidate at Kellogg School of Management
Industry Consumer Goods
Experience
The Boston Consulting Group June 2015 - August 2015
Unilever February 2014 - July 2014
Unilever July 2013 - January 2014
Unilever January 2012 - June 2013
Unilever July 2010 - December 2011
Colgate Center for Career Services August 2009 - May 2010
Federal Deposit Insurance Corporation May 2009 - August 2009
KeyBanc Capital Markets May 2008 - August 2008
Skills
Forecasting, Cross-functional Team..., Financial Analysis, Change Management, International Relations
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Colgate University 2006 — 2010
Bachelor of Arts, Economics
The Boston Consulting Group June 2015 - August 2015
Unilever February 2014 - July 2014
Unilever July 2013 - January 2014
Unilever January 2012 - June 2013
Unilever July 2010 - December 2011
Colgate Center for Career Services August 2009 - May 2010
Federal Deposit Insurance Corporation May 2009 - August 2009
KeyBanc Capital Markets May 2008 - August 2008
Skills
Forecasting, Cross-functional Team..., Financial Analysis, Change Management, International Relations
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Colgate University 2006 — 2010
Bachelor of Arts, Economics
James Hilton James Hilton's KeyBanc Capital Markets Experience January 1998 - April 2001
Job Principal at Crosstree Capital Partners, Inc.
Industry Investment Banking
Experience
Crosstree Capital Partners, Inc. January 2010 - Present
Crosstree Capital Partners, Inc. May 2006 - December 2009
KeyBanc Capital Markets January 1998 - April 2001
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Private Placements, Corporate Finance, Company Valuation, Valuation, Venture Capital, Private Equity, Capital Markets
Education
Duke University 1990 — 1996
Doctor of Philosophy (PhD), Biochemistry
The University of Akron 1986 — 1990
Bachelor of Science (BS), Natural Sciences
Crosstree Capital Partners, Inc. January 2010 - Present
Crosstree Capital Partners, Inc. May 2006 - December 2009
KeyBanc Capital Markets January 1998 - April 2001
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Private Placements, Corporate Finance, Company Valuation, Valuation, Venture Capital, Private Equity, Capital Markets
Education
Duke University 1990 — 1996
Doctor of Philosophy (PhD), Biochemistry
The University of Akron 1986 — 1990
Bachelor of Science (BS), Natural Sciences
Edward Crotty Edward Crotty's KeyBanc Capital Markets Experience May 2013 - August 2013
Job Investment Banking Summer Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 2015 - August 2015
Office of The Honorable Jim Renacci January 2014 - May 2014
KeyBanc Capital Markets May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Economics
Education
Georgetown University 2012 — 2016
University School
Deutsche Bank June 2015 - August 2015
Office of The Honorable Jim Renacci January 2014 - May 2014
KeyBanc Capital Markets May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Economics
Education
Georgetown University 2012 — 2016
University School
Oliver Thompson, CFA Oliver Thompson, CFA's KeyBanc Capital Markets Experience April 2014 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets April 2014 - Present
Merlin Securities September 2010 - January 2012
Syngenta June 2009 - August 2009
Skills
Investment Banking, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, PowerPoint
Education
Dickinson College 2006 — 2010
BA, International Business and Management
KeyBanc Capital Markets April 2014 - Present
Merlin Securities September 2010 - January 2012
Syngenta June 2009 - August 2009
Skills
Investment Banking, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, PowerPoint
Education
Dickinson College 2006 — 2010
BA, International Business and Management
Charles Wise Charles Wise's KeyBanc Capital Markets Experience January 2007 - Present
Job Vice President Public Sector of KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets January 2007 - Present
Gahanna Jefferson Public Schools January 2008 - December 2011
Ohio House of Representatives June 2003 - December 2006
Ohio House of Representatives October 2001 - June 2003
Skills
Public Speaking, Public Policy, Government, Non-profits, Nonprofits, Fundraising, Loans, Leadership, Budgets, Strategic Planning, Strategy, Public Relations, Banking, Community Outreach, Strategic Communications, Policy, Event Planning
Education
Franklin University 2008 — 2010
Master of Business Administration (M.B.A.)
Ohio Dominican University 1997 — 2001
Bachelor, Communications
GLHS
KeyBanc Capital Markets January 2007 - Present
Gahanna Jefferson Public Schools January 2008 - December 2011
Ohio House of Representatives June 2003 - December 2006
Ohio House of Representatives October 2001 - June 2003
Skills
Public Speaking, Public Policy, Government, Non-profits, Nonprofits, Fundraising, Loans, Leadership, Budgets, Strategic Planning, Strategy, Public Relations, Banking, Community Outreach, Strategic Communications, Policy, Event Planning
Education
Franklin University 2008 — 2010
Master of Business Administration (M.B.A.)
Ohio Dominican University 1997 — 2001
Bachelor, Communications
GLHS
Jeff Adams's KeyBanc Capital Markets Experience August 1997 - April 2005
Job Managing Director at Banks Street Partners, LLC
Industry Investment Banking
Experience
Banks Street Partners, LLC December 2012 - Present
Carson Medlin, A Division of Monroe Securities, Inc. June 2008 - December 2012
Stanford Group Company April 2006 - April 2008
KeyBanc Capital Markets August 1997 - April 2005
Skills
Series 7 & 63, Valuation, Investment Banking, Mergers, Banking, Securities, Financial Advisory, Capital Raising, Financial Institutions, Capital Markets, Business Strategy, Financial Modeling, Corporate Finance, Financial Analysis, Private Placements, FINRA
Education
East Carolina University 1995 — 1997
MBA, Business
University of North Carolina at Chapel Hill 1985 — 1989
BA, Psychology, Industrial Relations
Banks Street Partners, LLC December 2012 - Present
Carson Medlin, A Division of Monroe Securities, Inc. June 2008 - December 2012
Stanford Group Company April 2006 - April 2008
KeyBanc Capital Markets August 1997 - April 2005
Skills
Series 7 & 63, Valuation, Investment Banking, Mergers, Banking, Securities, Financial Advisory, Capital Raising, Financial Institutions, Capital Markets, Business Strategy, Financial Modeling, Corporate Finance, Financial Analysis, Private Placements, FINRA
Education
East Carolina University 1995 — 1997
MBA, Business
University of North Carolina at Chapel Hill 1985 — 1989
BA, Psychology, Industrial Relations
Kenneth Dumont's KeyBanc Capital Markets Experience July 2014 - Present
Job Investment Banking Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2014 - Present
Fifth Third Securities May 2013 - July 2014
Fifth Third Securities November 2010 - May 2013
Deposco June 2010 - November 2010
Skills
Entrepreneurship
Education
Georgia Institute of Technology 2006 — 2010
Honors Graduate - Bachelor of Science, Business Management
Oxford University 2009 — 2009
KeyBanc Capital Markets July 2014 - Present
Fifth Third Securities May 2013 - July 2014
Fifth Third Securities November 2010 - May 2013
Deposco June 2010 - November 2010
Skills
Entrepreneurship
Education
Georgia Institute of Technology 2006 — 2010
Honors Graduate - Bachelor of Science, Business Management
Oxford University 2009 — 2009
Andrew Mancini Andrew Mancini's KeyBanc Capital Markets Experience August 2014 - Present
Job Equity Research Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2014 - Present
Deutsche Bank July 2011 - July 2014
Deutsche Bank June 2010 - August 2010
Education
Washington and Lee University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Deerfield Academy 2005 — 2007
KeyBanc Capital Markets August 2014 - Present
Deutsche Bank July 2011 - July 2014
Deutsche Bank June 2010 - August 2010
Education
Washington and Lee University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Deerfield Academy 2005 — 2007
Kerner Smith Kerner Smith's KeyBanc Capital Markets Experience January 2000 - April 2010
Job Chief Revenue Officer at DISCERN
Industry Information Technology and Services
Experience
DISCERN April 2010 - Present
KeyBanc Capital Markets January 2000 - April 2010
Skills
Hedge Funds, Equities, Bloomberg, Investment Banking, Capital Markets, Series 7, Securities, Equity Valuation, Financial Analysis, Investment Management, Mutual Funds, Trading, Financial Markets, Personnel Management, Industrial Sector, Series 63, Equity Capital Markets, Valuation
Education
Cornell University 1995 — 1999
B.S., Applied Economics, Management & Marketing
Phillips Exeter Academy 1991 — 1995
DISCERN April 2010 - Present
KeyBanc Capital Markets January 2000 - April 2010
Skills
Hedge Funds, Equities, Bloomberg, Investment Banking, Capital Markets, Series 7, Securities, Equity Valuation, Financial Analysis, Investment Management, Mutual Funds, Trading, Financial Markets, Personnel Management, Industrial Sector, Series 63, Equity Capital Markets, Valuation
Education
Cornell University 1995 — 1999
B.S., Applied Economics, Management & Marketing
Phillips Exeter Academy 1991 — 1995
Gary Ciuba Gary Ciuba's KeyBanc Capital Markets Experience July 2011 - September 2013
Job PresidentGSC Real Estate Investments, LLC
Industry Investment Management
Experience
GSC Real Estate Investments, LLC 2014 - Present
KeyBanc Capital Markets July 2011 - September 2013
Stephens Inc. September 1999 - May 2011
Arthur Andersen June 1989 - August 1999
UBS Investment Bank June 1981 - June 1989
Skills
Corporate Finance, Management, Logistics, Finance, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Financial Structuring, M&A experience, Corporate Development, Venture Capital, Private Placements, Business Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
Rutgers College 1973 — 1977
BA, English Literature
GSC Real Estate Investments, LLC 2014 - Present
KeyBanc Capital Markets July 2011 - September 2013
Stephens Inc. September 1999 - May 2011
Arthur Andersen June 1989 - August 1999
UBS Investment Bank June 1981 - June 1989
Skills
Corporate Finance, Management, Logistics, Finance, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Due Diligence, Investments, Financial Structuring, M&A experience, Corporate Development, Venture Capital, Private Placements, Business Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance and Accounting
Rutgers College 1973 — 1977
BA, English Literature
Robert Caravella, CFA Robert Caravella, CFA's KeyBanc Capital Markets Experience 2005 - 2007
Job Real Estate, Private Equity
Industry Real Estate
Experience
The Townsend Group 2014 - Present
Victory Capital Management 2011 - 2013
GARC LLC 2007 - 2013
Weitz Investment Management 2010 - 2010
KeyBank Real Estate Capital 2007 - 2009
KeyBanc Capital Markets 2005 - 2007
Skills
Investments, Finance, Wealth Management, Hedge Funds, Private Equity, Real Estate, Real Estate Private..., Commercial Real Estate, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Asset Management, Portfolio Management, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
Georgetown University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Gilmour Academy
The Townsend Group 2014 - Present
Victory Capital Management 2011 - 2013
GARC LLC 2007 - 2013
Weitz Investment Management 2010 - 2010
KeyBank Real Estate Capital 2007 - 2009
KeyBanc Capital Markets 2005 - 2007
Skills
Investments, Finance, Wealth Management, Hedge Funds, Private Equity, Real Estate, Real Estate Private..., Commercial Real Estate, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Asset Management, Portfolio Management, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
Georgetown University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Gilmour Academy
William Biggar's KeyBanc Capital Markets Experience May 2011 - August 2011
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO May 2014 - Present
Lord, Abbett & Co. LLC September 2013 - May 2014
The Riverside Company June 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
MobilityWorks May 2010 - June 2010
Education
Colgate University 2009 — 2013
Bachelor's degree, Economics
University School
PIMCO May 2014 - Present
Lord, Abbett & Co. LLC September 2013 - May 2014
The Riverside Company June 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
MobilityWorks May 2010 - June 2010
Education
Colgate University 2009 — 2013
Bachelor's degree, Economics
University School
Aaron Scro Aaron Scro's KeyBanc Capital Markets Experience July 2014 - June 2015
Job Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2015 - Present
KeyBanc Capital Markets July 2014 - June 2015
CIGNA June 2011 - May 2014
Skills
Insurance, Employee Benefits, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Investments, Microsoft Office, Data Analysis, Underwriting, Valuation, Customer Service, Risk Management, Financial Reporting, Strategy, Finance, Management, New Business Development, Portfolio Management, Sales, Financial Risk, Capital Markets, Economics, Health Insurance, Strategic Planning, Credit Analysis, Cash Flow
Education
Colorado State University 2007 — 2011
Finance
Colorado State University
Accounting
KPMG Corporate Finance LLC June 2015 - Present
KeyBanc Capital Markets July 2014 - June 2015
CIGNA June 2011 - May 2014
Skills
Insurance, Employee Benefits, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Investments, Microsoft Office, Data Analysis, Underwriting, Valuation, Customer Service, Risk Management, Financial Reporting, Strategy, Finance, Management, New Business Development, Portfolio Management, Sales, Financial Risk, Capital Markets, Economics, Health Insurance, Strategic Planning, Credit Analysis, Cash Flow
Education
Colorado State University 2007 — 2011
Finance
Colorado State University
Accounting
Alain Harfouche's KeyBanc Capital Markets Experience February 2014 - Present
Job
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2014 - Present
Education
Cleveland State University 2001 — 2005
BBA
Champville
KeyBanc Capital Markets February 2014 - Present
Education
Cleveland State University 2001 — 2005
BBA
Champville
Gregory S. Munsell's KeyBanc Capital Markets Experience 2010 - 2012
Job Finance & Corporate Development Executive | Identifying & Optimizing Opportunities to Build Businesses & Finance Change
Industry Financial Services
Experience
KeyBanc Capital Markets 2010 - 2012
Three Kings Capital 2009 - 2010
UBS Investment Bank 2002 - 2008
Morgan Stanley & Co. Incorporated 1996 - 2001
United States National Bank of Oregon 1991 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Brunswick School
Brunswick School
KeyBanc Capital Markets 2010 - 2012
Three Kings Capital 2009 - 2010
UBS Investment Bank 2002 - 2008
Morgan Stanley & Co. Incorporated 1996 - 2001
United States National Bank of Oregon 1991 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Brunswick School
Brunswick School
Christopher Lippincott, CFA's KeyBanc Capital Markets Experience June 2000 - December 2005
Job Senior Equity Analyst at Systematic Financial Management, L.P.
Industry Investment Management
Experience
Standard & Poors September 2006 - March 2008
KeyBanc Capital Markets June 2000 - December 2005
Auerbach, Pollak & Richardson June 1998 - June 2000
Alexander Wescott January 1996 - June 1998
Cowan Financial Group 1995 - 1995
Prudential Financial 1990 - 1995
D'Amato & Lynch 1988 - 1990
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Capital Markets, Investments, Equities, Analysis, Derivatives, Bloomberg, Hedge Funds, Equity Valuation, Finance, Investment Management
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Vassar College 1984 — 1988
BA, History
Deerfield Academy 1980 — 1984
Standard & Poors September 2006 - March 2008
KeyBanc Capital Markets June 2000 - December 2005
Auerbach, Pollak & Richardson June 1998 - June 2000
Alexander Wescott January 1996 - June 1998
Cowan Financial Group 1995 - 1995
Prudential Financial 1990 - 1995
D'Amato & Lynch 1988 - 1990
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Capital Markets, Investments, Equities, Analysis, Derivatives, Bloomberg, Hedge Funds, Equity Valuation, Finance, Investment Management
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Vassar College 1984 — 1988
BA, History
Deerfield Academy 1980 — 1984
Don Rossbach's KeyBanc Capital Markets Experience April 2001 - Present
Job Director at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets April 2001 - Present
Advest Inc. January 2000 - April 2001
J.C. Bradford 1991 - 1999
Tucker Anthony 1984 - 1991
Lehman Brothers 1982 - 1984
Skills
Equities, Investment Banking, Capital Markets, Equity Research, Business Strategy, Equity Sales, Investments, Valuation
Education
New York University, Stern School of Business 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BA, International Studies
Ranney
KeyBanc Capital Markets April 2001 - Present
Advest Inc. January 2000 - April 2001
J.C. Bradford 1991 - 1999
Tucker Anthony 1984 - 1991
Lehman Brothers 1982 - 1984
Skills
Equities, Investment Banking, Capital Markets, Equity Research, Business Strategy, Equity Sales, Investments, Valuation
Education
New York University, Stern School of Business 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BA, International Studies
Ranney
Matthew Warnick's KeyBanc Capital Markets Experience July 2008 - July 2010
Job Director, Programs and Sales, North America
Industry Defense & Space
Experience
Vingtech March 2014 - Present
Vingtech March 2013 - Present
The Beacon Group January 2013 - March 2013
The Beacon Group September 2010 - December 2012
KeyBanc Capital Markets July 2008 - July 2010
United States Marine Corps June 1998 - July 2006
Skills
Strategic Planning, Business Strategy, Financial Modeling, Valuation, Management Consulting, Financial Analysis, New Business Development, Due Diligence, Corporate Finance, Strategy, Market Analysis, Mergers & Acquisitions, Business Development, Analysis, Competitive Analysis, Team Leadership, Leadership Development, Leadership, Marine Corps, Management
Education
The Ohio State University Fisher College of Business 2006 — 2008
MBA, Finance and General Management
Denison University 1994 — 1998
BA, Economics
Seaholm 1990 — 1994
Vingtech March 2014 - Present
Vingtech March 2013 - Present
The Beacon Group January 2013 - March 2013
The Beacon Group September 2010 - December 2012
KeyBanc Capital Markets July 2008 - July 2010
United States Marine Corps June 1998 - July 2006
Skills
Strategic Planning, Business Strategy, Financial Modeling, Valuation, Management Consulting, Financial Analysis, New Business Development, Due Diligence, Corporate Finance, Strategy, Market Analysis, Mergers & Acquisitions, Business Development, Analysis, Competitive Analysis, Team Leadership, Leadership Development, Leadership, Marine Corps, Management
Education
The Ohio State University Fisher College of Business 2006 — 2008
MBA, Finance and General Management
Denison University 1994 — 1998
BA, Economics
Seaholm 1990 — 1994
B.J. Griffith's KeyBanc Capital Markets Experience May 2004 - Present
Job Institutional Fixed Income KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2004 - Present
Education
DePauw University 2000 — 2004
Creative Writing, Math, Computer Science
The University of Queensland 2002 — 2003
Post Colonial Literature
University School 1994 — 2000
KeyBanc Capital Markets May 2004 - Present
Education
DePauw University 2000 — 2004
Creative Writing, Math, Computer Science
The University of Queensland 2002 — 2003
Post Colonial Literature
University School 1994 — 2000
Randy Burleyson's KeyBanc Capital Markets Experience August 2013 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2013 - Present
BMO Capital Markets (formerly Griffin, Kubik, Stephens & Thompson) 1994 - August 2013
Griffin, Kubik, Stephens & Thompson April 1994 - June 2008
Skills
Fixed Income, Bloomberg, Bonds, Capital Markets, Fixed Income Trading, Bloomberg Terminal, Trading Systems, Credit Analysis, Electronic Trading, Financial Markets, Trading, Series 7, Series 63, Investment Banking, Equities, Derivatives, Securities, Portfolio Management, Alternative Investments, Structured Finance
Education
Eastern Illinois University 1991 — 1994
B.S., Finance
KeyBanc Capital Markets August 2013 - Present
BMO Capital Markets (formerly Griffin, Kubik, Stephens & Thompson) 1994 - August 2013
Griffin, Kubik, Stephens & Thompson April 1994 - June 2008
Skills
Fixed Income, Bloomberg, Bonds, Capital Markets, Fixed Income Trading, Bloomberg Terminal, Trading Systems, Credit Analysis, Electronic Trading, Financial Markets, Trading, Series 7, Series 63, Investment Banking, Equities, Derivatives, Securities, Portfolio Management, Alternative Investments, Structured Finance
Education
Eastern Illinois University 1991 — 1994
B.S., Finance
Michael Ciarmoli's KeyBanc Capital Markets Experience August 2010 - Present
Job Senior Research Analyst Aerospace & Defense at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets August 2010 - Present
Boenning & Scattergood March 2006 - August 2010
Emerging Growth Equities July 2005 - March 2006
Wilmington Trust June 2002 - July 2005
Hole Brothers 2000 - 2002
Accenture September 1998 - September 2000
Education
Drexel University 2003 — 2005
MBA
Villanova University 1994 — 1998
KeyBanc Capital Markets August 2010 - Present
Boenning & Scattergood March 2006 - August 2010
Emerging Growth Equities July 2005 - March 2006
Wilmington Trust June 2002 - July 2005
Hole Brothers 2000 - 2002
Accenture September 1998 - September 2000
Education
Drexel University 2003 — 2005
MBA
Villanova University 1994 — 1998
Victor Alexander's KeyBanc Capital Markets Experience June 2006 - Present
Job Corporate Strategy Director, KeyBank
Industry Financial Services
Experience
KeyBanc Capital Markets June 2006 - Present
Education
Harvard Business School 2004 — 2006
MBA
John Carroll University 1998 — 2002
BS, Finance, Economics
KeyBanc Capital Markets June 2006 - Present
Education
Harvard Business School 2004 — 2006
MBA
John Carroll University 1998 — 2002
BS, Finance, Economics
Kristin Schmidt's KeyBanc Capital Markets Experience March 2000 - August 2001
Job Branch Manager
Industry Banking
Experience
KeyBank September 2015 - Present
KeyBank September 2013 - Present
CID Management August 2012 - February 2013
Foshan Hospital Chiropractic Department March 2012 - July 2012
THE BRITISH INSTITUTE January 2011 - March 2012
Perfect Posture Chiropractic May 2006 - March 2010
ADVANCED FAMILY CHIROPRACTIC September 2005 - March 2006
SUSAN G. KOMEN FOUNDATION August 2001 - August 2002
KeyBanc Capital Markets March 2000 - August 2001
DREYFUS FOUNDERS FUNDS September 1999 - March 2000
Skills
Nutrition, Public Speaking, Management, Customer Service, Training, Strategic Planning, Research, Small Business, Sales, Microsoft Office
Education
Parker College of Chiropractic 2002 — 2005
DC, Chiropractic
Parker College of Chiropractic
Doctor of Chiropractic, Chiropractic
Cornell University 1995 — 1999
BS, Animal Sciences
CORNELL UNIVERSITY, College of Agriculture and Life Sciences
Bachelor of Science degree, Animal Sciences
Grand Island High School, Grand Island, NY 1991 — 1995
KeyBank September 2015 - Present
KeyBank September 2013 - Present
CID Management August 2012 - February 2013
Foshan Hospital Chiropractic Department March 2012 - July 2012
THE BRITISH INSTITUTE January 2011 - March 2012
Perfect Posture Chiropractic May 2006 - March 2010
ADVANCED FAMILY CHIROPRACTIC September 2005 - March 2006
SUSAN G. KOMEN FOUNDATION August 2001 - August 2002
KeyBanc Capital Markets March 2000 - August 2001
DREYFUS FOUNDERS FUNDS September 1999 - March 2000
Skills
Nutrition, Public Speaking, Management, Customer Service, Training, Strategic Planning, Research, Small Business, Sales, Microsoft Office
Education
Parker College of Chiropractic 2002 — 2005
DC, Chiropractic
Parker College of Chiropractic
Doctor of Chiropractic, Chiropractic
Cornell University 1995 — 1999
BS, Animal Sciences
CORNELL UNIVERSITY, College of Agriculture and Life Sciences
Bachelor of Science degree, Animal Sciences
Grand Island High School, Grand Island, NY 1991 — 1995
Kevin Gale's KeyBanc Capital Markets Experience 1999 - 2005
Job SVP, Credit Derivatives Trader at KeyBank
Industry Capital Markets
Experience
KeyBank January 2011 - Present
KeyBank August 2005 - January 2011
KeyBanc Capital Markets 1999 - 2005
Skills
Portfolio Management, Financial Modeling, Credit, Investments, High Yield, Loans, Financial Risk, Credit Derivatives, CDS, Trading, Fixed Income, Capital Markets, Interest Rate..., Bloomberg, Valuation, Financial Analysis, Investment Banking, Derivatives, Corporate Finance, Banking, Financial Structuring, Risk Management, Structured Finance
Education
Cleveland State University 1999 — 2002
Master of Business Administration (MBA), Accounting and Finance
The Ohio State University 1995 — 1998
Bachelor of Science (B.S.), Financial Management
KeyBank January 2011 - Present
KeyBank August 2005 - January 2011
KeyBanc Capital Markets 1999 - 2005
Skills
Portfolio Management, Financial Modeling, Credit, Investments, High Yield, Loans, Financial Risk, Credit Derivatives, CDS, Trading, Fixed Income, Capital Markets, Interest Rate..., Bloomberg, Valuation, Financial Analysis, Investment Banking, Derivatives, Corporate Finance, Banking, Financial Structuring, Risk Management, Structured Finance
Education
Cleveland State University 1999 — 2002
Master of Business Administration (MBA), Accounting and Finance
The Ohio State University 1995 — 1998
Bachelor of Science (B.S.), Financial Management
Ian Meyers's KeyBanc Capital Markets Experience September 1996 - May 2000
Job Principal at International Wagering Analytics
Industry Gambling & Casinos
Experience
International Wagering Analytics (IWA), Corp. January 2010 - Present
Premier Turf Club October 2006 - January 2009
Pointe Capital July 2000 - July 2003
KeyBanc Capital Markets September 1996 - May 2000
Nomura Securities September 1993 - March 1996
Skills
Marketing Strategy, Strategic Planning, Client Development, Social Media, Pari-Mutuel Wagering, Financial Engineering, Public Relations, Marketing Communications, Casino, Online Advertising, Advertising, Gambling, Budgets, Team Building, Customer Service, Software Project...
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Corporate Finance & Derivatives, 3.8 GPA
SUNY Stony Brook 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government, 3.6 GPA
International Wagering Analytics (IWA), Corp. January 2010 - Present
Premier Turf Club October 2006 - January 2009
Pointe Capital July 2000 - July 2003
KeyBanc Capital Markets September 1996 - May 2000
Nomura Securities September 1993 - March 1996
Skills
Marketing Strategy, Strategic Planning, Client Development, Social Media, Pari-Mutuel Wagering, Financial Engineering, Public Relations, Marketing Communications, Casino, Online Advertising, Advertising, Gambling, Budgets, Team Building, Customer Service, Software Project...
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Corporate Finance & Derivatives, 3.8 GPA
SUNY Stony Brook 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government, 3.6 GPA
Anand Mehta's KeyBanc Capital Markets Experience October 2004 - March 2006
Job Associate Principal at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company October 2014 - Present
McKinsey & Company October 2009 - October 2014
McKinsey & Company July 2009 - October 2009
McKinsey & Company July 2006 - July 2009
KeyBanc Capital Markets October 2004 - March 2006
Hawken School August 2003 - June 2004
Skills
Strategy, Mergers & Acquisitions, Competitive Analysis, Valuation, Start-ups, Business Strategy, Forecasting, Portfolio Management, Venture Capital, Analysis, Finance, Investments, Corporate Finance, Mergers, Economics, Strategic Planning, Private Equity, Financial Modeling, Management, Hedge Funds
Education
UCLA Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
Emory University 1999 — 2003
BA, Economics
McKinsey & Company October 2014 - Present
McKinsey & Company October 2009 - October 2014
McKinsey & Company July 2009 - October 2009
McKinsey & Company July 2006 - July 2009
KeyBanc Capital Markets October 2004 - March 2006
Hawken School August 2003 - June 2004
Skills
Strategy, Mergers & Acquisitions, Competitive Analysis, Valuation, Start-ups, Business Strategy, Forecasting, Portfolio Management, Venture Capital, Analysis, Finance, Investments, Corporate Finance, Mergers, Economics, Strategic Planning, Private Equity, Financial Modeling, Management, Hedge Funds
Education
UCLA Anderson School of Management 2010 — 2012
Master of Business Administration (MBA)
Emory University 1999 — 2003
BA, Economics
Annie Ross's KeyBanc Capital Markets Experience March 2005 - February 2012
Job Enterprise Client Coverage
Industry Banking
Experience
Bank of America Merrill Lynch March 2015 - Present
KeyBank September 2013 - March 2015
KeyBank February 2012 - August 2013
KeyBanc Capital Markets March 2005 - February 2012
Skills
Capital Markets, Fixed Income, Portfolio Management, Investment Banking, Bonds, Series 7, Financial Modeling, Credit Analysis, Securities, Investments, Banking, Equities, Commercial Banking, Bloomberg, Series 63, Debt, Series 79
Education
Cleveland State University
MBA
Miami University
BS, Marketing
Bank of America Merrill Lynch March 2015 - Present
KeyBank September 2013 - March 2015
KeyBank February 2012 - August 2013
KeyBanc Capital Markets March 2005 - February 2012
Skills
Capital Markets, Fixed Income, Portfolio Management, Investment Banking, Bonds, Series 7, Financial Modeling, Credit Analysis, Securities, Investments, Banking, Equities, Commercial Banking, Bloomberg, Series 63, Debt, Series 79
Education
Cleveland State University
MBA
Miami University
BS, Marketing
Anirudh Seth's KeyBanc Capital Markets Experience March 2013 - Present
Job Vice President & Senior Quantitative Strategist at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2013 - Present
KeyBanc Capital Markets May 2011 - March 2013
Public Financial Management May 2008 - May 2011
Progressive Insurance August 2007 - May 2008
Wells Fargo & Co (Private Client Services) May 2005 - September 2005
Skills
Bloomberg, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Banking, Investment Banking, Equities, Fixed Income, Corporate Finance, Derivatives, Strategy, Due Diligence
Education
Cornell University 2013 — 2013
Managing for Execution Certificate, Management
Macalester College 2003 — 2007
BA, Economics (major), Mathematics (major), Philosophy (major), Statistics (minor)
American International School - Riyadh 1999 — 2003
International Baccalaureate (IB), HL - Math, Physics, History; SL - French, Computer Science, English
KeyBanc Capital Markets March 2013 - Present
KeyBanc Capital Markets May 2011 - March 2013
Public Financial Management May 2008 - May 2011
Progressive Insurance August 2007 - May 2008
Wells Fargo & Co (Private Client Services) May 2005 - September 2005
Skills
Bloomberg, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Banking, Investment Banking, Equities, Fixed Income, Corporate Finance, Derivatives, Strategy, Due Diligence
Education
Cornell University 2013 — 2013
Managing for Execution Certificate, Management
Macalester College 2003 — 2007
BA, Economics (major), Mathematics (major), Philosophy (major), Statistics (minor)
American International School - Riyadh 1999 — 2003
International Baccalaureate (IB), HL - Math, Physics, History; SL - French, Computer Science, English
Alyssa Mack's KeyBanc Capital Markets Experience April 2012 - September 2015
Job Director, U.S. Associate Director of Research at Bernstein
Industry Financial Services
Experience
AB Bernstein September 2015 - Present
KeyBanc Capital Markets April 2012 - September 2015
AllianceBernstein October 2009 - April 2012
AllianceBernstein March 2009 - October 2009
Sanford C. Bernstein March 2007 - March 2009
Sanford C. Bernstein March 2007 - September 2008
Credit Suisse March 2004 - September 2006
Credit Suisse First Boston 1999 - 2006
Credit Suisse December 2000 - March 2004
Credit Suisse July 1999 - December 2000
Skills
Equities, Portfolio Management, Equity Research, Hedge Funds, Capital Markets, Valuation, Investment Banking, Financial Modeling, Bloomberg, Investments, Fixed Income, Alternative Investments, Asset Management, Financial Analysis, Due Diligence, Series 7, Mergers & Acquisitions, Securities, Investment Management, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Washington and Lee University 1995 — 1999
BA
AB Bernstein September 2015 - Present
KeyBanc Capital Markets April 2012 - September 2015
AllianceBernstein October 2009 - April 2012
AllianceBernstein March 2009 - October 2009
Sanford C. Bernstein March 2007 - March 2009
Sanford C. Bernstein March 2007 - September 2008
Credit Suisse March 2004 - September 2006
Credit Suisse First Boston 1999 - 2006
Credit Suisse December 2000 - March 2004
Credit Suisse July 1999 - December 2000
Skills
Equities, Portfolio Management, Equity Research, Hedge Funds, Capital Markets, Valuation, Investment Banking, Financial Modeling, Bloomberg, Investments, Fixed Income, Alternative Investments, Asset Management, Financial Analysis, Due Diligence, Series 7, Mergers & Acquisitions, Securities, Investment Management, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Washington and Lee University 1995 — 1999
BA
Jeffrey Boardman's KeyBanc Capital Markets Experience February 2003 - June 2004
Job Product Manager, Vice President at PNC Investments
Industry Investment Management
Experience
PNC Investments January 2010 - Present
NATIONAL CITY BANK, Private Client Group January 2008 - September 2009
National City Bank June 2004 - January 2008
KeyBanc Capital Markets February 2003 - June 2004
KeyBanc Capital Markets April 2000 - February 2003
Skills
Asset Allocation, Mutual Funds, Investments, Portfolio Management, Fixed Income, Hedge Funds, Investment Management, Due Diligence, ETFs, Institutional..., Alternative Investments, Asset Managment, Equities, Wealth Management, Quantitative Analytics, Investment Advisory, Securities, Capital Markets
Education
John Carroll University 2001 — 2004
Master of Business Administration (M.B.A.)
Cleveland State University 1995 — 1998
Bachelor of Arts, Political Science/Finance
Brush High School 1987 — 1991
High School, High School
PNC Investments January 2010 - Present
NATIONAL CITY BANK, Private Client Group January 2008 - September 2009
National City Bank June 2004 - January 2008
KeyBanc Capital Markets February 2003 - June 2004
KeyBanc Capital Markets April 2000 - February 2003
Skills
Asset Allocation, Mutual Funds, Investments, Portfolio Management, Fixed Income, Hedge Funds, Investment Management, Due Diligence, ETFs, Institutional..., Alternative Investments, Asset Managment, Equities, Wealth Management, Quantitative Analytics, Investment Advisory, Securities, Capital Markets
Education
John Carroll University 2001 — 2004
Master of Business Administration (M.B.A.)
Cleveland State University 1995 — 1998
Bachelor of Arts, Political Science/Finance
Brush High School 1987 — 1991
High School, High School
Joe Angeloro's KeyBanc Capital Markets Experience May 2000 - Present
Job Equity Trading @ KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2000 - Present
McDonald Investments 1992 - 1999
Skills
Series 7, Excel, Series 63, Capital Markets, Equities, Equity Trading, Equity Research, FINRA, Microsoft Excel, Securities, Bloomberg, Fixed Income, Equity Valuation, Investments, Series 24, Trading
Education
Cleveland State University
Lake Catholic
Wickliffe High
KeyBanc Capital Markets May 2000 - Present
McDonald Investments 1992 - 1999
Skills
Series 7, Excel, Series 63, Capital Markets, Equities, Equity Trading, Equity Research, FINRA, Microsoft Excel, Securities, Bloomberg, Fixed Income, Equity Valuation, Investments, Series 24, Trading
Education
Cleveland State University
Lake Catholic
Wickliffe High
Sandra Centa's KeyBanc Capital Markets Experience 1999 - 2008
Job
Industry Banking
Experience
BBVA Compass 2014 - Present
RBS Citizens 2012 - 2014
Fifth Third Bank 2010 - 2012
Carleton Advisors LLC 2009 - 2009
KeyBanc Capital Markets 1999 - 2008
CCC and LCCC 1996 - 1999
Stalla CFA Review 1994 - 1999
Case Western Reserve University 1985 - 1988
Skills
Investment Banking, Commercial Banking, Business Development, Financial Analysis, Capital Structure, Capital Markets, Team Building, Corporate Finance, Investments, Derivatives, Valuation, Equities, Mergers & Acquisitions, Treasury, Strategy, Treasury Management, Relationship Management, Investment Management, Cash Management, Portfolio Management, Financial Modeling, Credit, Banking, Credit Analysis
Education
Cleveland State University
MBA, Finance
Miami University
BS, Finance
Weatherhead School of Management at Case Western Reserve University
BBVA Compass 2014 - Present
RBS Citizens 2012 - 2014
Fifth Third Bank 2010 - 2012
Carleton Advisors LLC 2009 - 2009
KeyBanc Capital Markets 1999 - 2008
CCC and LCCC 1996 - 1999
Stalla CFA Review 1994 - 1999
Case Western Reserve University 1985 - 1988
Skills
Investment Banking, Commercial Banking, Business Development, Financial Analysis, Capital Structure, Capital Markets, Team Building, Corporate Finance, Investments, Derivatives, Valuation, Equities, Mergers & Acquisitions, Treasury, Strategy, Treasury Management, Relationship Management, Investment Management, Cash Management, Portfolio Management, Financial Modeling, Credit, Banking, Credit Analysis
Education
Cleveland State University
MBA, Finance
Miami University
BS, Finance
Weatherhead School of Management at Case Western Reserve University
Tim Klespies's KeyBanc Capital Markets Experience March 2014 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets March 2014 - Present
KeyBanc Capital Markets March 2010 - March 2014
KeyBanc Capital Markets July 2007 - March 2010
Education
Grove City College 1999 — 2003
KeyBanc Capital Markets March 2014 - Present
KeyBanc Capital Markets March 2010 - March 2014
KeyBanc Capital Markets July 2007 - March 2010
Education
Grove City College 1999 — 2003
Ryan Bilsky's KeyBanc Capital Markets Experience February 2015 - Present
Job Rates Trading
Industry Capital Markets
Experience
KeyBanc Capital Markets February 2015 - Present
Ohio Treasurer of State January 2013 - Present
Ohio Treasurer of State February 2011 - January 2013
KeyBank November 2009 - February 2011
AmTrust Bank June 2007 - November 2009
AmTrust Bank June 2006 - September 2006
AmTrust Bank May 2005 - September 2005
Skills
Credit, Due Diligence, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Banking, Bloomberg
Education
Cleveland State University 2007 — 2008
MBA, Finance
The Ohio State University 2003 — 2007
B.S., Family Financial Management, Real Estate
KeyBanc Capital Markets February 2015 - Present
Ohio Treasurer of State January 2013 - Present
Ohio Treasurer of State February 2011 - January 2013
KeyBank November 2009 - February 2011
AmTrust Bank June 2007 - November 2009
AmTrust Bank June 2006 - September 2006
AmTrust Bank May 2005 - September 2005
Skills
Credit, Due Diligence, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Banking, Bloomberg
Education
Cleveland State University 2007 — 2008
MBA, Finance
The Ohio State University 2003 — 2007
B.S., Family Financial Management, Real Estate
Karen Melville's KeyBanc Capital Markets Experience February 1995 - July 2008
Job Polysomnography/Sleep Technician Graduate
Industry Health, Wellness and Fitness
Experience
Cuyahoga Community College May 2013 - Present
Hallmark Creations May 2012 - 2013
ASA-Autism Society of Ohio 2008 - 2013
KeyBanc Capital Markets February 1995 - July 2008
Skills
Administrative Support, Outlook, Conferences, Excel, PowerPoint, Visio, Fundraising, Travel Management, Public Policy, Legislation
Education
Cuyahoga Community College 2011 — 2014
Polysomnography Certification & Board Certification Spring 2014, Akron Children's Hospital Clinicals Fall 2013, UH/Rainbow Babies & Childrens' Spring 2014, 4.0
St Augustine Academy 1988 — 1992
High school, College Prep
Cuyahoga Community College May 2013 - Present
Hallmark Creations May 2012 - 2013
ASA-Autism Society of Ohio 2008 - 2013
KeyBanc Capital Markets February 1995 - July 2008
Skills
Administrative Support, Outlook, Conferences, Excel, PowerPoint, Visio, Fundraising, Travel Management, Public Policy, Legislation
Education
Cuyahoga Community College 2011 — 2014
Polysomnography Certification & Board Certification Spring 2014, Akron Children's Hospital Clinicals Fall 2013, UH/Rainbow Babies & Childrens' Spring 2014, 4.0
St Augustine Academy 1988 — 1992
High school, College Prep
Donna Shawhan's KeyBanc Capital Markets Experience 2006 - 2008
Job Senior Product Manager at Oracle
Industry Information Technology and Services
Experience
Oracle July 2014 - Present
TeleTech 2013 - 2014
Canopy Advisory Group 2012 - 2013
ViaSat 2012 - 2012
Zayo Group 2010 - 2011
The Townsend Group 2008 - 2010
KeyBanc Capital Markets 2006 - 2008
National Heritage Academies 2004 - 2005
Skills
Financial Analysis, Investment Banking, Business Analysis, Market Research, Strategic Analysis, Presentation Development, Market Analysis, Analysis, Marketing Strategy, Business Strategy, Strategy, Investment Properties, Business Development, Management, Strategic Planning, CRM, Entrepreneurship, Finance, Brand Management, Marketing Communications, Revenue Forecasting, Financial Forecasting, Real Estate Investment, Marketing, Data Analysis, Portfolio Management, Project Management, Financial Modeling, Investments, Competitive Analysis, Mergers & Acquisitions, Start-ups, Product Management
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Strategic Marketing and Finance
DePauw University 2002 — 2006
Bachelor of Arts, Economics
University of Westminster 2005 — 2005
Study Abroad Programme, Economics
Indiana Academy for Science, Mathematics, and Humanities 2000 — 2002
Oracle July 2014 - Present
TeleTech 2013 - 2014
Canopy Advisory Group 2012 - 2013
ViaSat 2012 - 2012
Zayo Group 2010 - 2011
The Townsend Group 2008 - 2010
KeyBanc Capital Markets 2006 - 2008
National Heritage Academies 2004 - 2005
Skills
Financial Analysis, Investment Banking, Business Analysis, Market Research, Strategic Analysis, Presentation Development, Market Analysis, Analysis, Marketing Strategy, Business Strategy, Strategy, Investment Properties, Business Development, Management, Strategic Planning, CRM, Entrepreneurship, Finance, Brand Management, Marketing Communications, Revenue Forecasting, Financial Forecasting, Real Estate Investment, Marketing, Data Analysis, Portfolio Management, Project Management, Financial Modeling, Investments, Competitive Analysis, Mergers & Acquisitions, Start-ups, Product Management
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Strategic Marketing and Finance
DePauw University 2002 — 2006
Bachelor of Arts, Economics
University of Westminster 2005 — 2005
Study Abroad Programme, Economics
Indiana Academy for Science, Mathematics, and Humanities 2000 — 2002
Jack O'Loughlin's KeyBanc Capital Markets Experience November 2004 - September 2010
Job Managing Director at Huntington National Bank
Industry Banking
Experience
Huntington National Bank September 2010 - Present
KeyBanc Capital Markets November 2004 - September 2010
Bank of America (and predecessor banks including Fleet, BankBoston and BayBank) June 1983 - November 2004
Skills
CFA, Relationship Management, Direct Marketing, Credit Risk, Portfolio Management, Capital Markets, Liquidity Management, Commercial Lending, Investment Banking, Leasing, Foreign Exchange, Revolving Lines of..., Interest Rate Risk..., Investments, Credit Analysis, Commercial Banking, Financial Modeling, Commercial Leasing
Education
The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance
Columbia University in the City of New York 1977 — 1981
BA, Economics
Roxbury Latin School 1971 — 1977
Huntington National Bank September 2010 - Present
KeyBanc Capital Markets November 2004 - September 2010
Bank of America (and predecessor banks including Fleet, BankBoston and BayBank) June 1983 - November 2004
Skills
CFA, Relationship Management, Direct Marketing, Credit Risk, Portfolio Management, Capital Markets, Liquidity Management, Commercial Lending, Investment Banking, Leasing, Foreign Exchange, Revolving Lines of..., Interest Rate Risk..., Investments, Credit Analysis, Commercial Banking, Financial Modeling, Commercial Leasing
Education
The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance
Columbia University in the City of New York 1977 — 1981
BA, Economics
Roxbury Latin School 1971 — 1977
Beth Sturgeon's KeyBanc Capital Markets Experience 1992 - 1995
Job Vice President Technology Risk Officer, CBCP
Industry Banking
Experience
PNC February 2006 - Present
keybank 1989 - 2009
keybank 1989 - 2009
KeyBanc Capital Markets 1992 - 1995
Skills
Business Analysis, Disaster Recovery, Operational Risk..., Risk Assessment, Business Continuity, Process Improvement, Risk Management, Vendor Management, Banking, Enterprise Risk..., Incident Management, Business Continuity..., IT Audit, Governance, Financial Risk, Business Process..., Program Management, Crisis Management
Education
Cuyahoga Community College 2007 — 2009
DRII - Certified Business Continuity Planner
CBCP, Business Continuity
Parma High
PNC February 2006 - Present
keybank 1989 - 2009
keybank 1989 - 2009
KeyBanc Capital Markets 1992 - 1995
Skills
Business Analysis, Disaster Recovery, Operational Risk..., Risk Assessment, Business Continuity, Process Improvement, Risk Management, Vendor Management, Banking, Enterprise Risk..., Incident Management, Business Continuity..., IT Audit, Governance, Financial Risk, Business Process..., Program Management, Crisis Management
Education
Cuyahoga Community College 2007 — 2009
DRII - Certified Business Continuity Planner
CBCP, Business Continuity
Parma High
Stuart Webb's KeyBanc Capital Markets Experience May 2007 - August 2007
Job Assistant Professor of Finance (visiting) at The University of Texas at Austin
Industry Research
Experience
The University of Texas at Austin August 2013 - Present
Fuqua School of Business August 2008 - July 2013
Duke University July 2009 - May 2011
KeyBanc Capital Markets May 2007 - August 2007
Skills
Stata, Matlab, Python, SAS, LaTeX, Microsoft Office, Financial Econometrics, Financial Economics, Teaching Adults, Data Analysis, Research, Statistics
Education
Duke University 2008 — 2013
PhD, Finance
Washington University in St. Louis 2004 — 2008
BA, Mathematics and Finance
The University of Texas at Austin August 2013 - Present
Fuqua School of Business August 2008 - July 2013
Duke University July 2009 - May 2011
KeyBanc Capital Markets May 2007 - August 2007
Skills
Stata, Matlab, Python, SAS, LaTeX, Microsoft Office, Financial Econometrics, Financial Economics, Teaching Adults, Data Analysis, Research, Statistics
Education
Duke University 2008 — 2013
PhD, Finance
Washington University in St. Louis 2004 — 2008
BA, Mathematics and Finance
Mark Schappel's KeyBanc Capital Markets Experience 2000 - 2006
Job Director at The Benchmark Company
Industry Financial Services
Experience
The Benchmark Company 2007 - Present
Hapoalim Securities USA June 2006 - January 2007
KeyBanc Capital Markets 2000 - 2006
BearingPoint 1997 - 2000
BOC Gases 1992 - 1997
Skills
Equity Research, Equities, Investment Banking, Bloomberg, Capital Markets, Enterprise Software, Chemical Engineering, Chemical Industry, Software Industry, Series 7, Series 63, Valuation, Hedge Funds, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance
Geneva College 1983 — 1987
BS, Chemical Engineering
The Benchmark Company 2007 - Present
Hapoalim Securities USA June 2006 - January 2007
KeyBanc Capital Markets 2000 - 2006
BearingPoint 1997 - 2000
BOC Gases 1992 - 1997
Skills
Equity Research, Equities, Investment Banking, Bloomberg, Capital Markets, Enterprise Software, Chemical Engineering, Chemical Industry, Software Industry, Series 7, Series 63, Valuation, Hedge Funds, Financial Modeling
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance
Geneva College 1983 — 1987
BS, Chemical Engineering
Michael Wyman's KeyBanc Capital Markets Experience May 2006 - May 2008
Job Finance Manager at MCPc
Industry Information Technology and Services
Experience
MCPc November 2013 - Present
Avery Dennison September 2011 - November 2013
Akzo Nobel Decorative Coatings October 2010 - September 2011
Akzo Nobel Decorative Coatings February 2010 - October 2010
Akzo Nobel Decorative Coatings May 2008 - February 2010
KeyBanc Capital Markets May 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Hyperion Enterprise, Budgets, Cost Accounting, SAP, Accounts Receivable, Variance Analysis, Essbase, Account Reconciliation, Pricing, PeopleSoft, Finance, Capital Budgeting, Corporate Finance, ERP, Managerial Finance, General Ledger, Strategic Financial..., Income Statement, Access, Financial Statements, Financial Audits, Sarbanes-Oxley Act, GAAP, Process Improvement, Due Diligence, Cash Management, Analysis, Bloomberg, Accounts Payable, Cross-functional Team..., Six Sigma, Auditing, Consolidation, Management, Valuation, Accounting, Business Objects, Investment Banking, Lotus Notes, Business Process..., Business Planning, Financial Accounting, Credit, Internal Controls, Cash Flow, Credit Analysis
Education
Cleveland State University 2001 — 2005
B.A., Finance
MCPc November 2013 - Present
Avery Dennison September 2011 - November 2013
Akzo Nobel Decorative Coatings October 2010 - September 2011
Akzo Nobel Decorative Coatings February 2010 - October 2010
Akzo Nobel Decorative Coatings May 2008 - February 2010
KeyBanc Capital Markets May 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Hyperion Enterprise, Budgets, Cost Accounting, SAP, Accounts Receivable, Variance Analysis, Essbase, Account Reconciliation, Pricing, PeopleSoft, Finance, Capital Budgeting, Corporate Finance, ERP, Managerial Finance, General Ledger, Strategic Financial..., Income Statement, Access, Financial Statements, Financial Audits, Sarbanes-Oxley Act, GAAP, Process Improvement, Due Diligence, Cash Management, Analysis, Bloomberg, Accounts Payable, Cross-functional Team..., Six Sigma, Auditing, Consolidation, Management, Valuation, Accounting, Business Objects, Investment Banking, Lotus Notes, Business Process..., Business Planning, Financial Accounting, Credit, Internal Controls, Cash Flow, Credit Analysis
Education
Cleveland State University 2001 — 2005
B.A., Finance
Douglas P. Harmon's KeyBanc Capital Markets Experience 2002 - 2006
Job Executive Vice President at A10 Capital
Industry Financial Services
Experience
A10 Capital July 2015 - Present
RBS Global Banking & Markets December 2006 - February 2015
KeyBanc Capital Markets 2002 - 2006
Merrill Lynch February 1998 - February 2002
RBS Greenwich Capital August 1996 - January 1998
NatWest Markets January 1993 - August 1996
Skills
Commercial Real Estate, Leveraged Lending, Real Estate Financing, CMBS, Syndications, Capital Markets, Private Equity, Investment Banking, Leveraged Finance, Real Estate Development, Fixed Income, Corporate Real Estate, Financial Sponsors, Management, Equities, Credit Risk, Creative Real Estate..., Structured Finance, Investments, Financial Structuring, Asset Management, Due Diligence, Portfolio Management, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Real Estate Economics, Hedge Funds, Valuation, Alternative Investments, Banking, Credit
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance / Real Estate
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
both Colgate and Kellogg 1981 — 1985
Bachelor's degree, Finance, General
A10 Capital July 2015 - Present
RBS Global Banking & Markets December 2006 - February 2015
KeyBanc Capital Markets 2002 - 2006
Merrill Lynch February 1998 - February 2002
RBS Greenwich Capital August 1996 - January 1998
NatWest Markets January 1993 - August 1996
Skills
Commercial Real Estate, Leveraged Lending, Real Estate Financing, CMBS, Syndications, Capital Markets, Private Equity, Investment Banking, Leveraged Finance, Real Estate Development, Fixed Income, Corporate Real Estate, Financial Sponsors, Management, Equities, Credit Risk, Creative Real Estate..., Structured Finance, Investments, Financial Structuring, Asset Management, Due Diligence, Portfolio Management, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Real Estate Economics, Hedge Funds, Valuation, Alternative Investments, Banking, Credit
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance / Real Estate
Colgate University 1981 — 1985
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
both Colgate and Kellogg 1981 — 1985
Bachelor's degree, Finance, General
Lee Harrs's KeyBanc Capital Markets Experience July 2007 - June 2009
Job Managing Director, Global Head of Chemicals at Houlihan Lokey
Industry Chemicals
Experience
Houlihan Lokey October 2013 - Present
The PrinceRidge Group LLC September 2009 - September 2013
KeyBanc Capital Markets July 2007 - June 2009
Dresdner Kleinwort 2001 - 2006
Chase Manhattan (now: JP Morgan Chase) 1991 - 2000
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA)
Columbia University in the City of New York 1983 — 1987
B.A., Economics
Houlihan Lokey October 2013 - Present
The PrinceRidge Group LLC September 2009 - September 2013
KeyBanc Capital Markets July 2007 - June 2009
Dresdner Kleinwort 2001 - 2006
Chase Manhattan (now: JP Morgan Chase) 1991 - 2000
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA)
Columbia University in the City of New York 1983 — 1987
B.A., Economics
Shannon Frankovich's KeyBanc Capital Markets Experience January 2005 - Present
Job Assistant Vice President, Public Finance at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets January 2005 - Present
Education
Cleveland State University
Bachelors, Finance
KeyBanc Capital Markets January 2005 - Present
Education
Cleveland State University
Bachelors, Finance
Jason Flury's KeyBanc Capital Markets Experience October 2013 - Present
Job Director, Oil & Gas Investment Banking at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets October 2013 - Present
J.P. Morgan July 2005 - July 2013
Deloitte July 1998 - June 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, Business Transformation, Capital Markets, M&A experience, Acquisition Integration, Capital Structure, Emerging Markets, LBO, Business Valuation, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA
Georgia Institute of Technology 1993 — 1998
BCE, Civil and Environmental Engineering
KeyBanc Capital Markets October 2013 - Present
J.P. Morgan July 2005 - July 2013
Deloitte July 1998 - June 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, Business Transformation, Capital Markets, M&A experience, Acquisition Integration, Capital Structure, Emerging Markets, LBO, Business Valuation, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA
Georgia Institute of Technology 1993 — 1998
BCE, Civil and Environmental Engineering
Beth Laschinger's KeyBanc Capital Markets Experience January 1999 - March 2000
Job Partner at Cyprium Partners
Industry Venture Capital & Private Equity
Experience
Cyprium Partners November 2014 - Present
Cyprium Partners June 2011 - November 2014
Key Principal Partners March 2000 - June 2011
KeyBanc Capital Markets January 1999 - March 2000
Carleton, McCreary, Holmes & Co. June 1998 - January 1999
Skills
Financial Modeling, Due Diligence, Private Equity, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Dartmouth College 1994 — 1998
BA, Government
Cyprium Partners November 2014 - Present
Cyprium Partners June 2011 - November 2014
Key Principal Partners March 2000 - June 2011
KeyBanc Capital Markets January 1999 - March 2000
Carleton, McCreary, Holmes & Co. June 1998 - January 1999
Skills
Financial Modeling, Due Diligence, Private Equity, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Dartmouth College 1994 — 1998
BA, Government
Patrick Jamieson's KeyBanc Capital Markets Experience January 2010 - Present
Job Institutional Equity Sales at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets January 2010 - Present
Victory Capital Management February 2008 - January 2010
Education
Cleveland State University 2007 — 2009
Masters in Business Administration, Finance
Ohio University 2002 — 2006
KeyBanc Capital Markets January 2010 - Present
Victory Capital Management February 2008 - January 2010
Education
Cleveland State University 2007 — 2009
Masters in Business Administration, Finance
Ohio University 2002 — 2006
fred stuart's KeyBanc Capital Markets Experience February 2011 - Present
Job director at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets February 2011 - Present
KeyBanc Capital Markets February 2005 - February 2011
Bank of America 1996 - 2003
Banc of America Securities 1996 - 2002
Morgan Stanley 1984 - 1989
Education
Denison University 1972 — 1976
ba, economics
Mcdonogh School
Keybanc Capital Markets February 2011 - Present
KeyBanc Capital Markets February 2005 - February 2011
Bank of America 1996 - 2003
Banc of America Securities 1996 - 2002
Morgan Stanley 1984 - 1989
Education
Denison University 1972 — 1976
ba, economics
Mcdonogh School
James Holmes's KeyBanc Capital Markets Experience July 2007 - September 2009
Job Vice President, Chemicals at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2013 - Present
The PrinceRidge Group September 2009 - October 2013
KeyBanc Capital Markets July 2007 - September 2009
KeyBanc Capital Markets February 2006 - July 2006
Skills
Investment Banking, Chemicals, Financial Modeling, Series 7
Education
DePauw University 2003 — 2007
BA, Economics, German
Illinois Mathematics and Science Academy 2000 — 2003
Houlihan Lokey October 2013 - Present
The PrinceRidge Group September 2009 - October 2013
KeyBanc Capital Markets July 2007 - September 2009
KeyBanc Capital Markets February 2006 - July 2006
Skills
Investment Banking, Chemicals, Financial Modeling, Series 7
Education
DePauw University 2003 — 2007
BA, Economics, German
Illinois Mathematics and Science Academy 2000 — 2003
Christopher La Raja's KeyBanc Capital Markets Experience January 2005 - July 2011
Job Associate at The Dilenschneider Group
Industry Public Relations and Communications
Experience
The Dilenschneider Group July 2014 - Present
The University of Chicago August 2011 - June 2013
IFF CDFI June 2012 - February 2013
KeyBanc Capital Markets January 2005 - July 2011
Skills
Public Policy, Policy Analysis, Politics, Non-profits..., Finance, Research, Corporate Communications, Strategic Communications, Data Analysis, Qualitative Research, Editing, Fundraising, Stata
Education
University of Chicago 2011 — 2013
Master of Public Policy
Columbia University in the City of New York
Bachelor of Arts (BA)
The Dilenschneider Group July 2014 - Present
The University of Chicago August 2011 - June 2013
IFF CDFI June 2012 - February 2013
KeyBanc Capital Markets January 2005 - July 2011
Skills
Public Policy, Policy Analysis, Politics, Non-profits..., Finance, Research, Corporate Communications, Strategic Communications, Data Analysis, Qualitative Research, Editing, Fundraising, Stata
Education
University of Chicago 2011 — 2013
Master of Public Policy
Columbia University in the City of New York
Bachelor of Arts (BA)
Ron Gale's KeyBanc Capital Markets Experience 1998 - Present
Job Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 1998 - Present
Sumitomo Mitsui Banking Corporation 1992 - 1998
IBJ Schroeder Bank & Trust 1989 - 1992
The Bank of New York 1982 - 1992
Skills
Private Equity, Investment Banking, Capital Markets, Equities, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Placements, Venture Capital, Insurance, Corporate Development, Portfolio Management, Equity Research, Investments, Financial Analysis, Bloomberg, Fixed Income
Education
Tufts University 1978 — 1982
BA, International Relations, Economics
Georgetown University 1981 — 1981
Russian Language Studies
The Hill School 1975 — 1978
Prep School
The Rumson Country Day School 1968 — 1975
Elementary School
KeyBanc Capital Markets 1998 - Present
Sumitomo Mitsui Banking Corporation 1992 - 1998
IBJ Schroeder Bank & Trust 1989 - 1992
The Bank of New York 1982 - 1992
Skills
Private Equity, Investment Banking, Capital Markets, Equities, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Placements, Venture Capital, Insurance, Corporate Development, Portfolio Management, Equity Research, Investments, Financial Analysis, Bloomberg, Fixed Income
Education
Tufts University 1978 — 1982
BA, International Relations, Economics
Georgetown University 1981 — 1981
Russian Language Studies
The Hill School 1975 — 1978
Prep School
The Rumson Country Day School 1968 — 1975
Elementary School
Eric Feig's KeyBanc Capital Markets Experience April 2011 - Present
Job Vice President Institutitonal Equity Sales at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets April 2011 - Present
Global Hunter Securities February 2009 - April 2011
Cleveland Research Company June 2007 - December 2008
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
Claremont McKenna College 1997 — 2000
Bachelor's degree, Economics
KeyBanc Capital Markets April 2011 - Present
Global Hunter Securities February 2009 - April 2011
Cleveland Research Company June 2007 - December 2008
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
Claremont McKenna College 1997 — 2000
Bachelor's degree, Economics
Thomas Morris, CFA's KeyBanc Capital Markets Experience January 2003 - December 2012
Job Vice President Structuring Specialist at Key Equipment Finance
Industry Capital Markets
Experience
Key Equipment Finance January 2013 - Present
KeyBanc Capital Markets January 2003 - December 2012
KeyBank January 1998 - January 2003
KeyBank January 1997 - January 1998
Key Services Corporation January 1994 - January 1997
Society Management Company January 1992 - January 1994
Society Management Company January 1990 - January 1992
Acme Refining MarMor Inc. January 1988 - January 1990
Skills
Structured Finance, Asset-backed..., Financial Structuring, Financial Analysis, Financial Modeling, Valuation, Asset Valuation, Banking, Finance, Ratings Advisory, Microsoft Excel, Bloomberg, VBA, Microsoft SQL Server, Sybase, MS VBA, INTEX Dealmaker &..., S&P CDO Evaluator, Moody's CDO Rom, Fitch PCM (Vector), Java, Microsoft .Net Visual..., Microsoft SQL, SunOs / Solaris, IBM AS/400, Focus Database...
Education
Cleveland State University 1982 — 1987
B.S., Mathematics
Key Equipment Finance January 2013 - Present
KeyBanc Capital Markets January 2003 - December 2012
KeyBank January 1998 - January 2003
KeyBank January 1997 - January 1998
Key Services Corporation January 1994 - January 1997
Society Management Company January 1992 - January 1994
Society Management Company January 1990 - January 1992
Acme Refining MarMor Inc. January 1988 - January 1990
Skills
Structured Finance, Asset-backed..., Financial Structuring, Financial Analysis, Financial Modeling, Valuation, Asset Valuation, Banking, Finance, Ratings Advisory, Microsoft Excel, Bloomberg, VBA, Microsoft SQL Server, Sybase, MS VBA, INTEX Dealmaker &..., S&P CDO Evaluator, Moody's CDO Rom, Fitch PCM (Vector), Java, Microsoft .Net Visual..., Microsoft SQL, SunOs / Solaris, IBM AS/400, Focus Database...
Education
Cleveland State University 1982 — 1987
B.S., Mathematics
Dave Blue's KeyBanc Capital Markets Experience May 2003 - Present
Job Vice President Debt Capital Markets at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets May 2003 - Present
Skills
Capital Markets, Corporate Finance, Financial Structuring, Bonds, Investment Banking, Valuation, Fixed Income, Bloomberg, Financial Modeling, Loan Origination, Series 7, Financial Analysis, Structured Finance, LBO, Finance, High Yield, Credit, Mergers & Acquisitions, Capital Structure, Recapitalizations, Leveraged Finance, Restructuring, Private Placements, Equity Capital Markets, Syndications
Education
Duquesne University 1999 — 2003
Bachelors
KeyBanc Capital Markets May 2003 - Present
Skills
Capital Markets, Corporate Finance, Financial Structuring, Bonds, Investment Banking, Valuation, Fixed Income, Bloomberg, Financial Modeling, Loan Origination, Series 7, Financial Analysis, Structured Finance, LBO, Finance, High Yield, Credit, Mergers & Acquisitions, Capital Structure, Recapitalizations, Leveraged Finance, Restructuring, Private Placements, Equity Capital Markets, Syndications
Education
Duquesne University 1999 — 2003
Bachelors
Jerry Timmons's KeyBanc Capital Markets Experience September 2008 - Present
Job Chief Compliance Officer Swap Dealer at KeyBank
Industry Financial Services
Experience
KeyBank November 2013 - Present
KeyBanc Capital Markets September 2008 - Present
BNP Paribas 2006 - 2008
Jefferies & Company 2004 - 2006
Banc of America Securities 1999 - 2003
Merrill Lynch 1995 - 2000
NYSE 1992 - 1995
Kemper Clearing Corp. 1988 - 1992
NYSE 1983 - 1988
NASD 1981 - 1983
Skills
Fixed Income, Securities, Capital Markets, Series 7, FINRA, Derivatives, Series 63, Series 24, Investment Banking
Education
Fordham University 1981 — 1984
MBA, Finance
St. Francis College 1975 — 1980
BS, Management
St. Francis Prep 1970 — 1974
KeyBank November 2013 - Present
KeyBanc Capital Markets September 2008 - Present
BNP Paribas 2006 - 2008
Jefferies & Company 2004 - 2006
Banc of America Securities 1999 - 2003
Merrill Lynch 1995 - 2000
NYSE 1992 - 1995
Kemper Clearing Corp. 1988 - 1992
NYSE 1983 - 1988
NASD 1981 - 1983
Skills
Fixed Income, Securities, Capital Markets, Series 7, FINRA, Derivatives, Series 63, Series 24, Investment Banking
Education
Fordham University 1981 — 1984
MBA, Finance
St. Francis College 1975 — 1980
BS, Management
St. Francis Prep 1970 — 1974
Kyle Braddy's KeyBanc Capital Markets Experience September 2010 - March 2011
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2011 - Present
KeyBanc Capital Markets September 2010 - March 2011
BB&T Capital Markets June 2004 - September 2010
Scott & Stringfellow May 2003 - June 2004
BB&T January 2003 - May 2003
Skills
Fixed Income, Series 63, Series 7, Investments, Bonds, Securities, Asset Management, Financial Analysis
Education
Hampden-Sydney College 1998 — 2002
Bachelors, Managerial Economics
Piper Jaffray March 2011 - Present
KeyBanc Capital Markets September 2010 - March 2011
BB&T Capital Markets June 2004 - September 2010
Scott & Stringfellow May 2003 - June 2004
BB&T January 2003 - May 2003
Skills
Fixed Income, Series 63, Series 7, Investments, Bonds, Securities, Asset Management, Financial Analysis
Education
Hampden-Sydney College 1998 — 2002
Bachelors, Managerial Economics
Eric Peiffer's KeyBanc Capital Markets Experience May 2003 - Present
Job Managing Director, Head of High Grade & High Yield Capital Markets, KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2003 - Present
J.P. Morgan August 1997 - April 2003
Citigroup May 1996 - August 1996
Deloitte & Touche May 1993 - July 1995
Peterson Consulting (Navigant) August 1991 - December 1992
Skills
Capital Markets, Investment Banking
Education
Harvard Business School 1995 — 1997
MBA
Miami University 1987 — 1991
B.S., Accountancy, Finance
KeyBanc Capital Markets May 2003 - Present
J.P. Morgan August 1997 - April 2003
Citigroup May 1996 - August 1996
Deloitte & Touche May 1993 - July 1995
Peterson Consulting (Navigant) August 1991 - December 1992
Skills
Capital Markets, Investment Banking
Education
Harvard Business School 1995 — 1997
MBA
Miami University 1987 — 1991
B.S., Accountancy, Finance
Katie Pagen's KeyBanc Capital Markets Experience May 2010 - Present
Job Managing Director
Industry Financial Services
Experience
KeyBanc Capital Markets May 2010 - Present
Bernstein Private Wealth Management 2009 - 2010
Prudential Equity Group 2006 - 2007
Deutsche Bank Securities 1999 - 2006
JP Morgan 1994 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
KeyBanc Capital Markets May 2010 - Present
Bernstein Private Wealth Management 2009 - 2010
Prudential Equity Group 2006 - 2007
Deutsche Bank Securities 1999 - 2006
JP Morgan 1994 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Frank Maher's KeyBanc Capital Markets Experience October 2009 - December 2011
Job Principal at Scout Strategic Advisors
Industry Investment Banking
Experience
Scout Strategic Advisors January 2012 - Present
KeyBanc Capital Markets October 2009 - December 2011
Morgan Joseph & Co. April 2007 - October 2009
Dresdner Kleinwort January 2002 - December 2006
Wasserstein Perella May 1999 - December 2001
Lehman Brothers October 1996 - May 1999
The Chase Manhattan Bank May 1989 - September 1996
Skills
Food Industry, Beverage Industry, Alcoholic Beverages, Sporting Goods, Tobacco, Household Products, Consumer Products, Retail Industry, Strategic Advisory, Financial Advisory, Strategic Planning, Strategy Development, Mergers, Financial Analysis, Mergers & Acquisitions, Retail, Strategy, Housewares, Capital Structure, New Business Development, Management, Valuation, Finance, Investment Banking, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Venture Capital, Capital Markets, M&A experience
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Columbia College (NY) 1981 — 1985
B.A., Psychology, Economics, and Art History
Hackley School 1979 — 1981
Scout Strategic Advisors January 2012 - Present
KeyBanc Capital Markets October 2009 - December 2011
Morgan Joseph & Co. April 2007 - October 2009
Dresdner Kleinwort January 2002 - December 2006
Wasserstein Perella May 1999 - December 2001
Lehman Brothers October 1996 - May 1999
The Chase Manhattan Bank May 1989 - September 1996
Skills
Food Industry, Beverage Industry, Alcoholic Beverages, Sporting Goods, Tobacco, Household Products, Consumer Products, Retail Industry, Strategic Advisory, Financial Advisory, Strategic Planning, Strategy Development, Mergers, Financial Analysis, Mergers & Acquisitions, Retail, Strategy, Housewares, Capital Structure, New Business Development, Management, Valuation, Finance, Investment Banking, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Venture Capital, Capital Markets, M&A experience
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Columbia College (NY) 1981 — 1985
B.A., Psychology, Economics, and Art History
Hackley School 1979 — 1981
Kenneth Horner, CFA's KeyBanc Capital Markets Experience 2007 - Present
Job Managing Director Leveraged Finance at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 2007 - Present
Fifth Third Bank 2005 - 2007
JPMorgan Chase 1998 - 2005
Key Bank 1996 - 1998
US Bank 1984 - 1996
Skills
Corporate Finance, Capital Markets, Syndication, Private Equity, Financial Structuring, Finance, Negotiation, Investment Banking, Leveraged Finance, Valuation, Financial Modeling, Asset Based Finance, LBO, Credit Analysis, Portfolio Management, Middle Market, Mergers, Mezzanine
Education
Association of Investment Management & Research (AIMR) 1991 — 1993
Chartered Financial Analyst (CFA), Investments and Securities
University of Cincinnati College of Business 1988 — 1991
MBA, Finance
Denison University 1980 — 1984
BA, Economics
KeyBanc Capital Markets 2007 - Present
Fifth Third Bank 2005 - 2007
JPMorgan Chase 1998 - 2005
Key Bank 1996 - 1998
US Bank 1984 - 1996
Skills
Corporate Finance, Capital Markets, Syndication, Private Equity, Financial Structuring, Finance, Negotiation, Investment Banking, Leveraged Finance, Valuation, Financial Modeling, Asset Based Finance, LBO, Credit Analysis, Portfolio Management, Middle Market, Mergers, Mezzanine
Education
Association of Investment Management & Research (AIMR) 1991 — 1993
Chartered Financial Analyst (CFA), Investments and Securities
University of Cincinnati College of Business 1988 — 1991
MBA, Finance
Denison University 1980 — 1984
BA, Economics
Nicholas Muzychak's KeyBanc Capital Markets Experience July 2002 - March 2009
Job Principal, Fixed Income Private Placements at Piper Jaffray & Co.
Industry Investment Banking
Experience
Piper Jaffray & Co. May 2012 - Present
Parkland Financial Advisors March 2009 - June 2012
KeyBanc Capital Markets July 2002 - March 2009
Courtland Partners, Ltd. 2000 - 2002
Skills
Asset Management, Banking, Capital Markets, Corporate Finance, Credit, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investment Properties, Investments, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Private Placements, Risk Management, Securities, Series 63, Series 7, Valuation
Education
Cleveland State University 1996 — 1998
Master of Public Administration, Economic Development/Real Estate Finance
Villanova University 1990 — 1994
B.A.
Piper Jaffray & Co. May 2012 - Present
Parkland Financial Advisors March 2009 - June 2012
KeyBanc Capital Markets July 2002 - March 2009
Courtland Partners, Ltd. 2000 - 2002
Skills
Asset Management, Banking, Capital Markets, Corporate Finance, Credit, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investment Properties, Investments, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Private Placements, Risk Management, Securities, Series 63, Series 7, Valuation
Education
Cleveland State University 1996 — 1998
Master of Public Administration, Economic Development/Real Estate Finance
Villanova University 1990 — 1994
B.A.
Rod MacDonald's KeyBanc Capital Markets Experience 2012 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 2012 - Present
KeyBanc Capital Markets 2001 - 2011
KeyBank 1991 - 2001
Skills
Corporate Finance, Credit, Capital Markets, Equity Capital Markets, Valuation, Series 7, Series 63, Investment Banking, Finance
Education
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Finance
Cleveland State University 1985 — 1987
MBA, Finance
KeyBanc Capital Markets 2012 - Present
KeyBanc Capital Markets 2001 - 2011
KeyBank 1991 - 2001
Skills
Corporate Finance, Credit, Capital Markets, Equity Capital Markets, Valuation, Series 7, Series 63, Investment Banking, Finance
Education
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Finance
Cleveland State University 1985 — 1987
MBA, Finance
John Stockdale's KeyBanc Capital Markets Experience January 2002 - July 2006
Job Project Coordinator at Vox Mobile
Industry Wireless
Experience
Office Team June 2015 - Present
Vox Mobile February 2012 - November 2013
The Plain Dealer October 2010 - February 2011
Cleveland International Film Festival 2010 - 2010
Penton Media August 2007 - February 2008
Penton Media August 2007 - February 2008
Ernst & Young March 2007 - July 2007
Ernst & Young March 2007 - July 2007
McDonald Investments/KeyCorp January 2002 - September 2006
KeyBanc Capital Markets January 2002 - July 2006
Skills
Project Coordination, Customer Service, Microsoft Office, Customer Relations, Program Management, iOS, Android, Enterprise Mobility, Timeline Development
Education
Cuyahoga Community College 2009 — 2009
Project Management
Cuyahoga Community College 2007 — 2009
Project Management
Kent State University 1992 — 1997
BA, Philosophy, Sociology, General Business
Kent State University
Bachelor of Arts, General Studies, Sociology
Cuyahoga Community College
Coursework, Paralegal Studies
Office Team June 2015 - Present
Vox Mobile February 2012 - November 2013
The Plain Dealer October 2010 - February 2011
Cleveland International Film Festival 2010 - 2010
Penton Media August 2007 - February 2008
Penton Media August 2007 - February 2008
Ernst & Young March 2007 - July 2007
Ernst & Young March 2007 - July 2007
McDonald Investments/KeyCorp January 2002 - September 2006
KeyBanc Capital Markets January 2002 - July 2006
Skills
Project Coordination, Customer Service, Microsoft Office, Customer Relations, Program Management, iOS, Android, Enterprise Mobility, Timeline Development
Education
Cuyahoga Community College 2009 — 2009
Project Management
Cuyahoga Community College 2007 — 2009
Project Management
Kent State University 1992 — 1997
BA, Philosophy, Sociology, General Business
Kent State University
Bachelor of Arts, General Studies, Sociology
Cuyahoga Community College
Coursework, Paralegal Studies
Jon Volosin's KeyBanc Capital Markets Experience September 2007 - Present
Job Vice President at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets September 2007 - Present
Education
Fordham University 1999 — 2003
Economics
KeyBanc Capital Markets September 2007 - Present
Education
Fordham University 1999 — 2003
Economics
Josh Grasso's KeyBanc Capital Markets Experience January 2012 - September 2013
Job
Industry Financial Services
Experience
KeyBanc Capital Markets January 2012 - September 2013
Victory Capital Management September 2010 - January 2012
GE Healthcare July 2010 - August 2010
University of Florida Center for Applied Optimization May 2009 - December 2009
Procter & Gamble May 2008 - August 2008
Northrop Grumman Corporation May 2007 - August 2007
Skills
Financial Modeling, Asset Allocation, Bloomberg, Derivatives, Equity Research, Research, VBA, Microsoft Excel, Microsoft Office, Equities, Matlab
Education
Columbia University in the City of New York 2010 — 2011
M.S., Operations Research
University of Florida 2007 — 2010
B.S., Magna Cum Laude, Industrial & Systems Engineering
United States Air Force Academy 2005 — 2006
Palm Harbor University High School 2001 — 2005
KeyBanc Capital Markets January 2012 - September 2013
Victory Capital Management September 2010 - January 2012
GE Healthcare July 2010 - August 2010
University of Florida Center for Applied Optimization May 2009 - December 2009
Procter & Gamble May 2008 - August 2008
Northrop Grumman Corporation May 2007 - August 2007
Skills
Financial Modeling, Asset Allocation, Bloomberg, Derivatives, Equity Research, Research, VBA, Microsoft Excel, Microsoft Office, Equities, Matlab
Education
Columbia University in the City of New York 2010 — 2011
M.S., Operations Research
University of Florida 2007 — 2010
B.S., Magna Cum Laude, Industrial & Systems Engineering
United States Air Force Academy 2005 — 2006
Palm Harbor University High School 2001 — 2005
Christopher Eilmann's KeyBanc Capital Markets Experience May 2010 - August 2010
Job Business Analyst at KeyBank/ MBA Student
Industry Banking
Experience
KeyBank August 2011 - Present
Sears, Roebuck and Co. February 2011 - August 2011
KeyBanc Capital Markets May 2010 - August 2010
KeyBanc Capital Markets May 2009 - August 2009
KeyBanc Capital Markets May 2008 - August 2009
KeyBanc Capital Markets December 2007 - January 2008
Skills
Financial Analysis, Corporate Finance, Microsoft Office, Microsoft SQL Server, Customer Profitability, CRM, Data Management, Data Analysis, Loans, Microsoft Word, Customer Service, Business Analysis
Education
Cleveland State University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Marietta College 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
North Royalton High School 2002 — 2006
Diploma
KeyBank August 2011 - Present
Sears, Roebuck and Co. February 2011 - August 2011
KeyBanc Capital Markets May 2010 - August 2010
KeyBanc Capital Markets May 2009 - August 2009
KeyBanc Capital Markets May 2008 - August 2009
KeyBanc Capital Markets December 2007 - January 2008
Skills
Financial Analysis, Corporate Finance, Microsoft Office, Microsoft SQL Server, Customer Profitability, CRM, Data Management, Data Analysis, Loans, Microsoft Word, Customer Service, Business Analysis
Education
Cleveland State University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Marietta College 2006 — 2010
Bachelor of Arts (B.A.), Finance, General
North Royalton High School 2002 — 2006
Diploma
Michael Sison's KeyBanc Capital Markets Experience June 1998 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 1998 - Present
Skills
Investment Banking, Valuation, Equities, LBO, Private Equity, Fixed Income, Financial Modeling, Leveraged Finance, Corporate Finance, Private Placements, Bloomberg, Equity Research, Investments, Alternative Investments, Series 7, Mergers, Capital Raising, Hedge Funds, Due Diligence
Education
Tulane University 1996 — 1998
Master of Business Administration (MBA)
Denison University 1988 — 1992
Bachelor of Science (BS), Economics
KeyBanc Capital Markets June 1998 - Present
Skills
Investment Banking, Valuation, Equities, LBO, Private Equity, Fixed Income, Financial Modeling, Leveraged Finance, Corporate Finance, Private Placements, Bloomberg, Equity Research, Investments, Alternative Investments, Series 7, Mergers, Capital Raising, Hedge Funds, Due Diligence
Education
Tulane University 1996 — 1998
Master of Business Administration (MBA)
Denison University 1988 — 1992
Bachelor of Science (BS), Economics
Greg Byrnes's KeyBanc Capital Markets Experience May 2010 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2010 - Present
Carlson Companies March 2009 - August 2009
Deutsche Bank August 1999 - October 2008
Merrill Lynch June 1996 - June 1999
Winston & Strawn LLP June 1995 - June 1996
Nomura 1991 - 1991
Education
Georgetown University - The McDonough School of Business 1990 — 1994
M.B.A.
Georgetown University Law Center 1990 — 1994
J.D.
Princeton University 1985 — 1989
A.B.
St Albans
KeyBanc Capital Markets May 2010 - Present
Carlson Companies March 2009 - August 2009
Deutsche Bank August 1999 - October 2008
Merrill Lynch June 1996 - June 1999
Winston & Strawn LLP June 1995 - June 1996
Nomura 1991 - 1991
Education
Georgetown University - The McDonough School of Business 1990 — 1994
M.B.A.
Georgetown University Law Center 1990 — 1994
J.D.
Princeton University 1985 — 1989
A.B.
St Albans
Kevin Burt's KeyBanc Capital Markets Experience September 2004 - June 2011
Job Sr. Trader, Derivatives at KeyBank
Industry Investment Banking
Experience
KeyBank June 2011 - Present
KeyBanc Capital Markets September 2004 - June 2011
Education
Cornell University 1989 — 1993
BA, Economics
KeyBank June 2011 - Present
KeyBanc Capital Markets September 2004 - June 2011
Education
Cornell University 1989 — 1993
BA, Economics
Emmett O'Hara's KeyBanc Capital Markets Experience March 2011 - Present
Job Director KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2011 - Present
Chapdelaine Credit Partners May 2009 - January 2011
Lehman Brothers May 1997 - September 2008
Bear, Stearns & Co. Inc. 1991 - 1997
Skills
Leveraged Finance, Bonds, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Series 7, Valuation, Trading, Investments, Portfolio Management, Structured Products, Securities, Equity Research
Education
Fairfield University 1979 — 1982
BS, Finance
Saint John the Baptist HS West Islip, NY 1974 — 1978
KeyBanc Capital Markets March 2011 - Present
Chapdelaine Credit Partners May 2009 - January 2011
Lehman Brothers May 1997 - September 2008
Bear, Stearns & Co. Inc. 1991 - 1997
Skills
Leveraged Finance, Bonds, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Series 7, Valuation, Trading, Investments, Portfolio Management, Structured Products, Securities, Equity Research
Education
Fairfield University 1979 — 1982
BS, Finance
Saint John the Baptist HS West Islip, NY 1974 — 1978
Eric Zakre's KeyBanc Capital Markets Experience 2010 - 2010
Job Executive Search Consulting, Spencer Stuart
Industry Management Consulting
Experience
Spencer Stuart 2011 - Present
KeyBanc Capital Markets 2010 - 2010
Education
Colgate University
Bachelor of Arts, magna cum laude, Political Science, Economics
Pelham Memorial High School
Spencer Stuart 2011 - Present
KeyBanc Capital Markets 2010 - 2010
Education
Colgate University
Bachelor of Arts, magna cum laude, Political Science, Economics
Pelham Memorial High School
Todd Huey's KeyBanc Capital Markets Experience July 2007 - June 2009
Job Vice President of Finance at Lakeshore Express Aviation
Industry Airlines/Aviation
Experience
Lakeshore Express Aviation December 2012 - Present
BellMark Partners LLC June 2012 - November 2012
BellMark Partners LLC September 2009 - June 2012
KeyBanc Capital Markets July 2007 - June 2009
BNP Paribas July 2000 - September 2006
Skills
Private Equity, Investment Banking, Leveraged Finance, LBO, M&A experience, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1996 — 2000
BS, Finance, Japanese
Lakeshore Express Aviation December 2012 - Present
BellMark Partners LLC June 2012 - November 2012
BellMark Partners LLC September 2009 - June 2012
KeyBanc Capital Markets July 2007 - June 2009
BNP Paribas July 2000 - September 2006
Skills
Private Equity, Investment Banking, Leveraged Finance, LBO, M&A experience, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1996 — 2000
BS, Finance, Japanese
Kelly Metheny's KeyBanc Capital Markets Experience Sales AssistantKeyBank/KBCM1996 - Present
Job Senior Sales Assistant at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets Sales AssistantKeyBank/KBCM1996 - Present
Skills
Series 7, Bloomberg, Investments, Securities, Series 63, Capital Markets, Equities, Trading, Fixed Income
Education
Cleveland State University 1989 — 1995
Business Administration, Finance
KeyBanc Capital Markets Sales AssistantKeyBank/KBCM1996 - Present
Skills
Series 7, Bloomberg, Investments, Securities, Series 63, Capital Markets, Equities, Trading, Fixed Income
Education
Cleveland State University 1989 — 1995
Business Administration, Finance
Sasha Gentling's KeyBanc Capital Markets Experience October 2009 - September 2010
Job
Industry Investment Management
Experience
CNBC March 2012 - November 2012
KeyBanc Capital Markets October 2009 - September 2010
AEI-Brookings Joint Center June 2003 - June 2006
Southern Minnesota Broadcasting September 1996 - August 2002
Skills
Start-ups, Analysis, Finance, Hedge Funds, Retail, Securities, Financial Modeling, Valuation, Digital Media, Strategy, Corporate Finance, Investment Banking, Sales, Business Strategy, Financial Analysis, Competitive Analysis, Private Equity, Editing, Investments, Corporate Development, Venture Capital, Emerging Markets
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Investments and Securities
Middlebury College 1998 — 2002
Bachelor of Arts (BA), English; Music
CNBC March 2012 - November 2012
KeyBanc Capital Markets October 2009 - September 2010
AEI-Brookings Joint Center June 2003 - June 2006
Southern Minnesota Broadcasting September 1996 - August 2002
Skills
Start-ups, Analysis, Finance, Hedge Funds, Retail, Securities, Financial Modeling, Valuation, Digital Media, Strategy, Corporate Finance, Investment Banking, Sales, Business Strategy, Financial Analysis, Competitive Analysis, Private Equity, Editing, Investments, Corporate Development, Venture Capital, Emerging Markets
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Investments and Securities
Middlebury College 1998 — 2002
Bachelor of Arts (BA), English; Music
Kendra Boyle'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
Western Reserve Partners LLC January 2014 - January 2014
Kappa Alpha Theta November 2012 - December 2013
E&E Manufacturing May 2013 - August 2013
Meridian Health Plan May 2011 - December 2012
Meridian Health Plan January 2012 - January 2012
Education
DePauw University 2010 — 2014
Bachelor of Arts (BA), Economics, International Business
International Academy West
Milford High School
KeyBanc Capital Markets July 2014 - Present
Western Reserve Partners LLC January 2014 - January 2014
Kappa Alpha Theta November 2012 - December 2013
E&E Manufacturing May 2013 - August 2013
Meridian Health Plan May 2011 - December 2012
Meridian Health Plan January 2012 - January 2012
Education
DePauw University 2010 — 2014
Bachelor of Arts (BA), Economics, International Business
International Academy West
Milford High School
Irina Hodakovsky's KeyBanc Capital Markets Experience August 2011 - Present
Job Associate, Equity Analysis KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2011 - Present
Education
Cleveland State University 2008 — 2011
BBA, Finance
KeyBanc Capital Markets August 2011 - Present
Education
Cleveland State University 2008 — 2011
BBA, Finance
Jeffrey Samilson's KeyBanc Capital Markets Experience December 1993 - May 2006
Job Institutional Relationship Manager at Sterling Trust Company
Industry Financial Services
Experience
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Emmett O'Hara's KeyBanc Capital Markets Experience February 2011 - Present
Job Director High yield Sales at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2011 - Present
Lehman Brothers May 1997 - September 2008
Bear Stearns April 1991 - May 1997
Education
Fairfield University 1979 — 1982
Bachelor of Science (BS), Finance, General
KeyBanc Capital Markets February 2011 - Present
Lehman Brothers May 1997 - September 2008
Bear Stearns April 1991 - May 1997
Education
Fairfield University 1979 — 1982
Bachelor of Science (BS), Finance, General
Norman Siegal's KeyBanc Capital Markets Experience November 1995 - August 2009
Job Managing Director, CoHead of Institutional Equity Sales & Principal
Industry Financial Services
Experience
Northcoast Research August 2009 - Present
KeyBanc Capital Markets November 1995 - August 2009
Roulston Research May 1989 - November 1995
Prudential Securities September 1987 - May 1989
Skills
Equities, Institutional Equity...
Education
Cornell University 1985 — 1987
MBA, Finance
Northwestern University 1981 — 1985
BA, Political Science
Northcoast Research August 2009 - Present
KeyBanc Capital Markets November 1995 - August 2009
Roulston Research May 1989 - November 1995
Prudential Securities September 1987 - May 1989
Skills
Equities, Institutional Equity...
Education
Cornell University 1985 — 1987
MBA, Finance
Northwestern University 1981 — 1985
BA, Political Science
Kim Gilman's KeyBanc Capital Markets Experience January 2005 - January 2012
Job Business Analyst, Capital Markets at KeyCorp
Industry Banking
Experience
KeyCorp January 2012 - Present
KeyBanc Capital Markets January 2005 - January 2012
Fabius Corp/Chaucer Management Services November 1992 - September 2004
Education
Dallas Baptist University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
KeyCorp January 2012 - Present
KeyBanc Capital Markets January 2005 - January 2012
Fabius Corp/Chaucer Management Services November 1992 - September 2004
Education
Dallas Baptist University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mark Levendorf's KeyBanc Capital Markets Experience June 2006 - August 2006
Job PTD Yield Engineer at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation February 2014 - Present
Cornell University May 2008 - January 2014
KeyBanc Capital Markets June 2006 - August 2006
KeyBanc Capital Markets June 2005 - August 2005
Education
Cornell University 2008 — 2014
Doctor of Philosophy (PhD), Physical Chemistry
Cornell University 2004 — 2008
Bachelor of Arts (BA), Chemistry and Economics
Intel Corporation February 2014 - Present
Cornell University May 2008 - January 2014
KeyBanc Capital Markets June 2006 - August 2006
KeyBanc Capital Markets June 2005 - August 2005
Education
Cornell University 2008 — 2014
Doctor of Philosophy (PhD), Physical Chemistry
Cornell University 2004 — 2008
Bachelor of Arts (BA), Chemistry and Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial