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
Kelsey Aerni Kelsey Aerni's KeyBanc Capital Markets Experience May 2013 - October 2013
Job Retirement Plans Communication Specialist & Financial Advisor at Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. September 2014 - Present
KeyBanc Capital Markets May 2013 - October 2013
Vantage Financial Group, Inc. June 2010 - August 2012
Education
John Carroll University 2010 — 2014
Bachelor of Science and Business Administration, Finance, General
John Carroll University 2010 — 2014
Finance, General
Vantage Financial Group, Inc. September 2014 - Present
KeyBanc Capital Markets May 2013 - October 2013
Vantage Financial Group, Inc. June 2010 - August 2012
Education
John Carroll University 2010 — 2014
Bachelor of Science and Business Administration, Finance, General
John Carroll University 2010 — 2014
Finance, General
Casey Cathcart Casey Cathcart's KeyBanc Capital Markets Experience December 2009 - December 2013
Job Associate Director, Global Infrastructure & Project Finance
Industry Financial Services
Experience
Fitch Ratings January 2014 - Present
KeyBanc Capital Markets December 2009 - December 2013
StreetWise, Inc. December 2010 - December 2012
Stern Brothers & Co. November 2007 - December 2009
Skills
Debt Structuring, Financial Modeling, Investment Banking, Bloomberg, Excel, Debt Restructuring, Quantitative Analysis, Public Finance, Project Finance, Interest Rate..., Deal Structuring, Deal Execution, Debt Offerings, Private Placements, Research, Document Review, Presentation Preparation, Bonds, Fixed Income, Capital Markets, Structured Finance, Public-Private..., Infrastructure Finance, Credit, Financial Structuring, Due Diligence, Investments, Finance, Credit Analysis, Microsoft Excel
Education
Lindenwood University 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Lindenwood University 2002 — 2006
Bachelor of Science (B.S.), Computer Science, Mathematics
Fitch Ratings January 2014 - Present
KeyBanc Capital Markets December 2009 - December 2013
StreetWise, Inc. December 2010 - December 2012
Stern Brothers & Co. November 2007 - December 2009
Skills
Debt Structuring, Financial Modeling, Investment Banking, Bloomberg, Excel, Debt Restructuring, Quantitative Analysis, Public Finance, Project Finance, Interest Rate..., Deal Structuring, Deal Execution, Debt Offerings, Private Placements, Research, Document Review, Presentation Preparation, Bonds, Fixed Income, Capital Markets, Structured Finance, Public-Private..., Infrastructure Finance, Credit, Financial Structuring, Due Diligence, Investments, Finance, Credit Analysis, Microsoft Excel
Education
Lindenwood University 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Lindenwood University 2002 — 2006
Bachelor of Science (B.S.), Computer Science, Mathematics
Yvette V. Keaton's KeyBanc Capital Markets Experience June 2013 - Present
Job Administrative Assistant
Industry Capital Markets
Experience
KeyBanc Capital Markets June 2013 - Present
the Cavity Connoisseur March 1996 - Present
City of Lorain January 2012 - February 2012
Cleveland Clinic August 2000 - January 2012
Skills
Epic Systems, OpTime, HBO, SMS, Lotus Notes, Lotus 123, Rumba, ORIS, Kronos Timekeeping, SharePoint, Ansos, Quicken Quickbooks Pro, Healthcare Management, Human Resources, HIPAA, Healthcare Information..., Healthcare, Kronos, Personnel Management, Process Improvement, PeopleSoft, Groupwise, Dictaphone, Supply Ordering, ICD-9-CM, Calendar Planning, Heavy Calendaring, Appointment Scheduling, Medical Transcription, Employee Relations, Medicare/Medicaid..., CPOE, Calendaring, Microsoft Office, Meeting Scheduling, Expense Reports, Executive Level..., Office Procedures, Ordering Office Supplies, Cash Posting, Postage Meter, Policy
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Psychology
Lorain County Community College 2008 — 2011
Associate of Science (AS), Business Administration, Management and Operations, 3.19
KeyBanc Capital Markets June 2013 - Present
the Cavity Connoisseur March 1996 - Present
City of Lorain January 2012 - February 2012
Cleveland Clinic August 2000 - January 2012
Skills
Epic Systems, OpTime, HBO, SMS, Lotus Notes, Lotus 123, Rumba, ORIS, Kronos Timekeeping, SharePoint, Ansos, Quicken Quickbooks Pro, Healthcare Management, Human Resources, HIPAA, Healthcare Information..., Healthcare, Kronos, Personnel Management, Process Improvement, PeopleSoft, Groupwise, Dictaphone, Supply Ordering, ICD-9-CM, Calendar Planning, Heavy Calendaring, Appointment Scheduling, Medical Transcription, Employee Relations, Medicare/Medicaid..., CPOE, Calendaring, Microsoft Office, Meeting Scheduling, Expense Reports, Executive Level..., Office Procedures, Ordering Office Supplies, Cash Posting, Postage Meter, Policy
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Psychology
Lorain County Community College 2008 — 2011
Associate of Science (AS), Business Administration, Management and Operations, 3.19
Andrew Burnham's KeyBanc Capital Markets Experience July 2008 - July 2011
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2015 - Present
Royal Bank of Scotland, Global Banking & Markets July 2011 - May 2015
KeyBanc Capital Markets July 2008 - July 2011
Skills
Strategic Analysis, Debt, Investment Banking, Corporate Finance, Industry Analysis, Valuation, Origination, Capital Markets, Private Placements, Fixed Income, Credit Analysis, Financial Modeling, Series 7, Bonds, Bloomberg Terminal, Bloomberg, Credit, Funding, Leveraged Finance, Banking, Financial Analysis, Loan Origination, Portfolio Management, Private Equity, Equities
Education
Miami University 2003 — 2008
BS, Finance
Miami University 2003 — 2008
BA, Microbiology
RBC Capital Markets May 2015 - Present
Royal Bank of Scotland, Global Banking & Markets July 2011 - May 2015
KeyBanc Capital Markets July 2008 - July 2011
Skills
Strategic Analysis, Debt, Investment Banking, Corporate Finance, Industry Analysis, Valuation, Origination, Capital Markets, Private Placements, Fixed Income, Credit Analysis, Financial Modeling, Series 7, Bonds, Bloomberg Terminal, Bloomberg, Credit, Funding, Leveraged Finance, Banking, Financial Analysis, Loan Origination, Portfolio Management, Private Equity, Equities
Education
Miami University 2003 — 2008
BS, Finance
Miami University 2003 — 2008
BA, Microbiology
Amy Gestal Amy Gestal's KeyBanc Capital Markets Experience January 2013 - May 2014
Job Vice President at Key Equipment Finance
Industry Financial Services
Experience
Key Equipment Finance May 2014 - Present
KeyBanc Capital Markets January 2013 - May 2014
Key Equipment Finance July 2011 - January 2013
Key Equipment Finance (Key Bank) July 2009 - June 2011
Key Equipment Finance December 2007 - July 2009
Key Equipment Finance February 2007 - November 2007
Key Equipment Finance August 2006 - January 2007
Key Equipment Finance May 2006 - July 2006
Skills
Bloomberg Terminal, Moody's Risk Analyst, SuperTrump, Credit, Portfolio Management, Microsoft Excel, Finance, Credit Analysis, Financial Analysis, Data Analysis, Credit Risk, Capital Markets, Financial Services, Asset Management, Access, Corporate Finance, Financial Modeling, Bloomberg, Equities, Analysis, Fixed Income, Investments, Strategic Planning
Education
Kenyon College 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Shaker Heights High School 1997 — 2001
Key Equipment Finance May 2014 - Present
KeyBanc Capital Markets January 2013 - May 2014
Key Equipment Finance July 2011 - January 2013
Key Equipment Finance (Key Bank) July 2009 - June 2011
Key Equipment Finance December 2007 - July 2009
Key Equipment Finance February 2007 - November 2007
Key Equipment Finance August 2006 - January 2007
Key Equipment Finance May 2006 - July 2006
Skills
Bloomberg Terminal, Moody's Risk Analyst, SuperTrump, Credit, Portfolio Management, Microsoft Excel, Finance, Credit Analysis, Financial Analysis, Data Analysis, Credit Risk, Capital Markets, Financial Services, Asset Management, Access, Corporate Finance, Financial Modeling, Bloomberg, Equities, Analysis, Fixed Income, Investments, Strategic Planning
Education
Kenyon College 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Shaker Heights High School 1997 — 2001
Samuel Grondahl Samuel Grondahl's KeyBanc Capital Markets Experience 2011 - 2011
Job Graduate Student at MIT
Industry Research
Experience
Microsoft June 2012 - April 2014
Studyhall.com June 2011 - June 2012
KeyBanc Capital Markets 2011 - 2011
Skills
Python, C#, Matlab, Java, C++, JavaScript, HTML, SQL, Ruby on Rails, C, Algorithms, Programming, Linux, Ruby
Education
Massachusetts Institute of Technology 2014 — 2019
PhD, Economics
Yale University
B.A.
Niskayuna High School 2004 — 2008
SSP
Microsoft June 2012 - April 2014
Studyhall.com June 2011 - June 2012
KeyBanc Capital Markets 2011 - 2011
Skills
Python, C#, Matlab, Java, C++, JavaScript, HTML, SQL, Ruby on Rails, C, Algorithms, Programming, Linux, Ruby
Education
Massachusetts Institute of Technology 2014 — 2019
PhD, Economics
Yale University
B.A.
Niskayuna High School 2004 — 2008
SSP
Steve Lowry's KeyBanc Capital Markets Experience September 2013 - September 2014
Job Investment Banking Associate Healthcare M&A at Jefferies
Industry Investment Banking
Experience
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Brian Gloede Brian Gloede's KeyBanc Capital Markets Experience May 2010 - July 2012
Job Investing Human Capital for Social Impact
Industry Civic & Social Organization
Experience
Quarterback September 2012 - Present
KeyBanc Capital Markets May 2010 - July 2012
KeyBanc Capital Markets July 2008 - April 2010
William Blair and Company 2005 - 2007
Skills
Financial Modeling, Valuation, Investments, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Series 7, PowerPoint, Strategic Planning, Mergers, Entrepreneurship, Capital Markets, Pro Bono, Business Development, Mergers & Acquisitions, Business Strategy, Finance, Analysis, Leadership, Management, Consulting, Due Diligence, Program Management, Project Management, Strategy, Nonprofits
Education
Miami University
Fremd High School
Spanish Class
Quarterback September 2012 - Present
KeyBanc Capital Markets May 2010 - July 2012
KeyBanc Capital Markets July 2008 - April 2010
William Blair and Company 2005 - 2007
Skills
Financial Modeling, Valuation, Investments, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Series 7, PowerPoint, Strategic Planning, Mergers, Entrepreneurship, Capital Markets, Pro Bono, Business Development, Mergers & Acquisitions, Business Strategy, Finance, Analysis, Leadership, Management, Consulting, Due Diligence, Program Management, Project Management, Strategy, Nonprofits
Education
Miami University
Fremd High School
Spanish Class
Matt Farnsworth Matt Farnsworth's KeyBanc Capital Markets Experience June 2008 - August 2008
Job Consultant | MBA | FP&A
Industry Management Consulting
Experience
Development Specialists, Inc. June 2009 - Present
KeyBanc Capital Markets June 2008 - August 2008
Development Specialists, Inc. June 2001 - July 2007
Skills
Financial Analysis, Valuation, Due Diligence, Finance, Management Consulting, Corporate Finance, Financial Modeling, Analysis, Budgets, Restructuring, Strategy, Forensic Accounting, Accounting, Private Equity, Strategic Planning, Cash Management, Financial Reporting, Strategic Consulting, Budgeting, Asset Valuation, Corporate FP&A, Strategic Financial..., MBA, Presentations, Financial Forecasting, Project Management, Project Planning
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Double major in Finance and Strategic Analysis of Accounting
The University of Chicago 2006 — 2006
Financial Decision Making Certificate, Accounting and Finance
Lake Forest College 1997 — 2001
Bachelor of Arts, Business and Psychology
Development Specialists, Inc. June 2009 - Present
KeyBanc Capital Markets June 2008 - August 2008
Development Specialists, Inc. June 2001 - July 2007
Skills
Financial Analysis, Valuation, Due Diligence, Finance, Management Consulting, Corporate Finance, Financial Modeling, Analysis, Budgets, Restructuring, Strategy, Forensic Accounting, Accounting, Private Equity, Strategic Planning, Cash Management, Financial Reporting, Strategic Consulting, Budgeting, Asset Valuation, Corporate FP&A, Strategic Financial..., MBA, Presentations, Financial Forecasting, Project Management, Project Planning
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Double major in Finance and Strategic Analysis of Accounting
The University of Chicago 2006 — 2006
Financial Decision Making Certificate, Accounting and Finance
Lake Forest College 1997 — 2001
Bachelor of Arts, Business and Psychology
Daniel Jose Hernandez Daniel Jose Hernandez's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Event Foresight May 2013 - August 2013
Jim Himes for Congress June 2012 - July 2012
Skills
Spanish-English, Microsoft Excel, Microsoft Office, Analysis, Financial Modeling
Education
Miami University 2012 — 2016
Bachelor of Science in Business, Finance
Wilton High School 2008 — 2012
J.P. Morgan June 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Event Foresight May 2013 - August 2013
Jim Himes for Congress June 2012 - July 2012
Skills
Spanish-English, Microsoft Excel, Microsoft Office, Analysis, Financial Modeling
Education
Miami University 2012 — 2016
Bachelor of Science in Business, Finance
Wilton High School 2008 — 2012
Eric Knowles's KeyBanc Capital Markets Experience June 2013 - August 2013
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
KeyBanc Capital Markets June 2013 - August 2013
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economic Consulting
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
KeyBanc Capital Markets June 2013 - August 2013
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economic Consulting
Joseph Sabol Joseph Sabol's KeyBanc Capital Markets Experience 2002 - Present
Job Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets 2002 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Marketing, Equity Capital Markets
Education
Loyola Marymount University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Economics
KeyBanc Capital Markets 2002 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Marketing, Equity Capital Markets
Education
Loyola Marymount University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Economics
Charles Long's KeyBanc Capital Markets Experience May 2011 - August 2011
Job Finance at Texas Instruments
Industry Semiconductors
Experience
Texas Instruments August 2015 - Present
Texas Instruments August 2014 - July 2015
Texas Instruments August 2013 - July 2014
PwC May 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Education
Indiana University Bloomington
J.D., Law
Indiana University - Kelley School of Business
M.B.A., Accounting and Financial Analysis
Indiana University Bloomington
B.S., Business
Texas Instruments August 2015 - Present
Texas Instruments August 2014 - July 2015
Texas Instruments August 2013 - July 2014
PwC May 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Education
Indiana University Bloomington
J.D., Law
Indiana University - Kelley School of Business
M.B.A., Accounting and Financial Analysis
Indiana University Bloomington
B.S., Business
Justin Pierce Justin Pierce's KeyBanc Capital Markets Experience February 2015 - Present
Job Investment Banking Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets August 2012 - February 2015
KeyBank March 2012 - August 2012
KeyBanc Capital Markets September 2011 - February 2012
KeyBanc Capital Markets July 2011 - September 2011
Delta Upsilon International Fraternity July 2010 - August 2011
Kent State University April 2010 - April 2011
Skills
Leadership, Financial Analysis, Finance, Budgets, Process Improvement, Policy, Government, Program Management, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Analysis, Valuation, Financial Modeling, Capital Markets, Corporate Real Estate, Real Estate Transactions
Education
Kent State University 2006 — 2011
Bachelor of Business Adminstration, Finance; Accounting (minor)
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets August 2012 - February 2015
KeyBank March 2012 - August 2012
KeyBanc Capital Markets September 2011 - February 2012
KeyBanc Capital Markets July 2011 - September 2011
Delta Upsilon International Fraternity July 2010 - August 2011
Kent State University April 2010 - April 2011
Skills
Leadership, Financial Analysis, Finance, Budgets, Process Improvement, Policy, Government, Program Management, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Analysis, Valuation, Financial Modeling, Capital Markets, Corporate Real Estate, Real Estate Transactions
Education
Kent State University 2006 — 2011
Bachelor of Business Adminstration, Finance; Accounting (minor)
Samuel Donzelli Samuel Donzelli's KeyBanc Capital Markets Experience July 2012 - Present
Job Rotational Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - July 2011
ClickBank March 2009 - May 2011
Donzell's Garden Center May 2006 - August 2010
Skills
Financial Modeling
Education
Kent State University 2007 — 2011
BBA, Finance, Mathematics
Central Catholic
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - July 2011
ClickBank March 2009 - May 2011
Donzell's Garden Center May 2006 - August 2010
Skills
Financial Modeling
Education
Kent State University 2007 — 2011
BBA, Finance, Mathematics
Central Catholic
Regan Sweeney Regan Sweeney's KeyBanc Capital Markets Experience June 2015 - Present
Job Trading Services Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2015 - Present
The Ancora Group November 2012 - May 2015
Skills
Investments, Equities, Portfolio Management, Asset Management, Leadership, Management, Social Networking, Marketing
Education
John Carroll University 2011 — 2015
BS, Finance, General
St. Ignatius High School 2007 — 2011
KeyBanc Capital Markets June 2015 - Present
The Ancora Group November 2012 - May 2015
Skills
Investments, Equities, Portfolio Management, Asset Management, Leadership, Management, Social Networking, Marketing
Education
John Carroll University 2011 — 2015
BS, Finance, General
St. Ignatius High School 2007 — 2011
Mark Jacobson's KeyBanc Capital Markets Experience July 2011 - July 2012
Job Private Equity Associate at Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. July 2012 - July 2014
KeyBanc Capital Markets July 2011 - July 2012
Ocean Tomo June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business Administration
Zionsville Community High School 2002 — 2006
Academic Honors Diploma
Università Cattolica del Sacro Cuore
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. July 2012 - July 2014
KeyBanc Capital Markets July 2011 - July 2012
Ocean Tomo June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business Administration
Zionsville Community High School 2002 — 2006
Academic Honors Diploma
Università Cattolica del Sacro Cuore
Paul Garner's KeyBanc Capital Markets Experience 2008 - 2011
Job Director at SL Capital
Industry Real Estate
Experience
SL Capital February 2014 - Present
Cantor Fitzgerald - CCRE February 2012 - February 2014
Sterne Agee 2011 - 2012
KeyBanc Capital Markets 2008 - 2011
Skills
Equities, Bloomberg Terminal, Excel, PowerPoint, Access, Microsoft Excel, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Bloomberg, Fixed Income, Derivatives, Series 7, Investments, Investment Banking, Commercial Real Estate, CMBS
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance, Magna Cum Laude
Louisiana State University and Agricultural and Mechanical College 2004 — 2007
Bachelor, Finance
SL Capital February 2014 - Present
Cantor Fitzgerald - CCRE February 2012 - February 2014
Sterne Agee 2011 - 2012
KeyBanc Capital Markets 2008 - 2011
Skills
Equities, Bloomberg Terminal, Excel, PowerPoint, Access, Microsoft Excel, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Bloomberg, Fixed Income, Derivatives, Series 7, Investments, Investment Banking, Commercial Real Estate, CMBS
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance, Magna Cum Laude
Louisiana State University and Agricultural and Mechanical College 2004 — 2007
Bachelor, Finance
Kyle J Beaird Kyle J Beaird's KeyBanc Capital Markets Experience June 2006 - June 2009
Job CFO / COO at Hillerich & Bradsby
Industry Sporting Goods
Experience
Hillerich & Bradsby Co. January 2012 - Present
KeyBanc Capital Markets June 2006 - June 2009
Friedman, Billings, Ramsey June 2004 - June 2006
Legg Mason July 2003 - May 2004
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Financial Analysis, Strategic Planning, Investment Banking, Business Strategy, Corporate Finance, Economics, Forecasting, SAP, Microsoft Excel, PowerPoint, ROI Strategies, NPV, Deal Execution, Finance, MBA, Financial Forecasting, Cash Flow Forecasting, Budget Reconciliation, Cost Center Management, Profit Center Management, Strategic Partnerships, Corporate Development, Business Development, Six Sigma, Economic Research, Economic Modeling, Presentations, Mountaineering, Climbing, Expedition
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management
Iowa State University 1994 — 1997
B.S., Information Systems
Hillerich & Bradsby Co. January 2012 - Present
KeyBanc Capital Markets June 2006 - June 2009
Friedman, Billings, Ramsey June 2004 - June 2006
Legg Mason July 2003 - May 2004
Skills
Financial Modeling, Mergers, Valuation, Due Diligence, Financial Analysis, Strategic Planning, Investment Banking, Business Strategy, Corporate Finance, Economics, Forecasting, SAP, Microsoft Excel, PowerPoint, ROI Strategies, NPV, Deal Execution, Finance, MBA, Financial Forecasting, Cash Flow Forecasting, Budget Reconciliation, Cost Center Management, Profit Center Management, Strategic Partnerships, Corporate Development, Business Development, Six Sigma, Economic Research, Economic Modeling, Presentations, Mountaineering, Climbing, Expedition
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management
Iowa State University 1994 — 1997
B.S., Information Systems
Tyler Kenyon Tyler Kenyon's KeyBanc Capital Markets Experience August 2013 - Present
Job Associate at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets August 2013 - Present
Northcoast Research January 2013 - August 2013
Northcoast Research July 2011 - December 2012
Education
John Carroll University 2010 — 2011
Master of Science (M.S.), Accounting
John Carroll University 2006 — 2010
BSBA, Accounting
Canisius High School 2002 — 2006
KeyBanc Capital Markets August 2013 - Present
Northcoast Research January 2013 - August 2013
Northcoast Research July 2011 - December 2012
Education
John Carroll University 2010 — 2011
Master of Science (M.S.), Accounting
John Carroll University 2006 — 2010
BSBA, Accounting
Canisius High School 2002 — 2006
M. Ben Settle M. Ben Settle's KeyBanc Capital Markets Experience February 2014 - Present
Job Investment Banking Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2014 - Present
UBS Investment Bank June 2013 - August 2013
Cintas December 2010 - September 2012
Cintas July 2009 - December 2010
Cintas July 2007 - July 2009
Skills
Financial Analysis, Forecasting, Sales Compensation, Market Research, Process Improvement, Strategic Planning, Presentations, Project Management, Financial Modeling, Budgets, Management Consulting, Sales, Finance, Market Analysis, Strategy, Leadership, Analysis, Operations Management, Management, Business Development, Marketing Strategy, Marketing, New Business Development, CRM, Business Planning, Investments, Teamwork, Business Analysis, Business Strategy, Cross-functional Team..., Team Leadership
Education
IE Business School 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Miami University 2003 — 2007
Bachelor of Science (BS), Marketing, Entrepreneurship
KeyBanc Capital Markets February 2014 - Present
UBS Investment Bank June 2013 - August 2013
Cintas December 2010 - September 2012
Cintas July 2009 - December 2010
Cintas July 2007 - July 2009
Skills
Financial Analysis, Forecasting, Sales Compensation, Market Research, Process Improvement, Strategic Planning, Presentations, Project Management, Financial Modeling, Budgets, Management Consulting, Sales, Finance, Market Analysis, Strategy, Leadership, Analysis, Operations Management, Management, Business Development, Marketing Strategy, Marketing, New Business Development, CRM, Business Planning, Investments, Teamwork, Business Analysis, Business Strategy, Cross-functional Team..., Team Leadership
Education
IE Business School 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Miami University 2003 — 2007
Bachelor of Science (BS), Marketing, Entrepreneurship
Omar Karzay's KeyBanc Capital Markets Experience July 2012 - October 2014
Job Associate at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board October 2014 - Present
KeyBanc Capital Markets July 2012 - October 2014
Thomson Reuters June 2011 - August 2011
GBR Financial Services GmbH February 2011 - May 2011
Skills
Leadership, Equity Research, Investment Banking, Financial Modeling, Mergers & Acquisitions, Public Equity Offerings, Financial Analysis, IPO, Valuation, Due Diligence, Financial Accounting, Corporate Real Estate, Real Estate Transactions
Education
Indiana University - Kelley School of Business 2008 — 2012
BSc, Finance, International Business
Indiana University Bloomington 2008 — 2012
Minor, Psychology
CPP Investment Board October 2014 - Present
KeyBanc Capital Markets July 2012 - October 2014
Thomson Reuters June 2011 - August 2011
GBR Financial Services GmbH February 2011 - May 2011
Skills
Leadership, Equity Research, Investment Banking, Financial Modeling, Mergers & Acquisitions, Public Equity Offerings, Financial Analysis, IPO, Valuation, Due Diligence, Financial Accounting, Corporate Real Estate, Real Estate Transactions
Education
Indiana University - Kelley School of Business 2008 — 2012
BSc, Finance, International Business
Indiana University Bloomington 2008 — 2012
Minor, Psychology
Niket Gandhi Niket Gandhi's KeyBanc Capital Markets Experience July 2013 - Present
Job Investment Banking, Technology and Services
Industry Financial Services
Experience
KeyBanc Capital Markets July 2013 - Present
Seneca Partners May 2009 - June 2012
JPMorgan October 2005 - July 2007
ICICI Bank February 2004 - October 2005
Citicorp Overseas Software May 2002 - November 2003
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Due Diligence, Equities, Corporate Finance, Emerging Markets, Portfolio Management, Equity Research, Financial Analysis, Private Equity, Strategy, Fixed Income, Mergers, Analytics, Venture Capital, Derivatives, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Corporate Development, Business Valuation, Financial Structuring, Financial Services, Analysis, Banking, Restructuring, Acquisition Integration, Investments, Trading, LBO, M
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance, Marketing
Indian Institute of Management, Calcutta 2000 — 2002
PGDCM, Finance, Systems
Government College of Engineering, Pune University 1996 — 2000
BE, Instrumentation and Process Control
Sir Parshuram Bhau College (S.P. College), Pune 1994 — 1996
High School (Junior College), Science
KeyBanc Capital Markets July 2013 - Present
Seneca Partners May 2009 - June 2012
JPMorgan October 2005 - July 2007
ICICI Bank February 2004 - October 2005
Citicorp Overseas Software May 2002 - November 2003
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Due Diligence, Equities, Corporate Finance, Emerging Markets, Portfolio Management, Equity Research, Financial Analysis, Private Equity, Strategy, Fixed Income, Mergers, Analytics, Venture Capital, Derivatives, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Corporate Development, Business Valuation, Financial Structuring, Financial Services, Analysis, Banking, Restructuring, Acquisition Integration, Investments, Trading, LBO, M
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance, Marketing
Indian Institute of Management, Calcutta 2000 — 2002
PGDCM, Finance, Systems
Government College of Engineering, Pune University 1996 — 2000
BE, Instrumentation and Process Control
Sir Parshuram Bhau College (S.P. College), Pune 1994 — 1996
High School (Junior College), Science
Nicholas Clare's KeyBanc Capital Markets Experience June 2015 - Present
Job Petroleum Engineer at KeyBanc Capital Markets
Industry Oil & Energy
Experience
KeyBanc Capital Markets June 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
Marietta College August 2013 - May 2014
Jay Bee Oil & Gas June 2013 - August 2013
Skills
Chemistry, Drilling, Teaching, Reservoir Management, Statistics, Public Speaking, Leadership
Education
Marietta College 2013 — 2015
Bachelor of Science (BS), Petroleum Engineering
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Chemical Engineering
KeyBanc Capital Markets June 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
Marietta College August 2013 - May 2014
Jay Bee Oil & Gas June 2013 - August 2013
Skills
Chemistry, Drilling, Teaching, Reservoir Management, Statistics, Public Speaking, Leadership
Education
Marietta College 2013 — 2015
Bachelor of Science (BS), Petroleum Engineering
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Chemical Engineering
Charles Aquino Charles Aquino's KeyBanc Capital Markets Experience July 2000 - June 2004
Job Managing Director at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC July 2004 - Present
The Lake Erie Nature & Science Center 2006 - Present
KeyBanc Capital Markets July 2000 - June 2004
ING Barings LLC August 1999 - June 2000
Skills
Mergers & Acquisitions, Financial Opinions, Capital Raising, Bankruptcy &..., Public Company Advisory, Private Equity, Process Strategy &..., Manage Client..., New Business Development, Business Services..., Consumer Industry, Non-Profit Board...
Education
John Carroll University 1995 — 1999
BSBA, Finance / Economics
Western Reserve Partners LLC July 2004 - Present
The Lake Erie Nature & Science Center 2006 - Present
KeyBanc Capital Markets July 2000 - June 2004
ING Barings LLC August 1999 - June 2000
Skills
Mergers & Acquisitions, Financial Opinions, Capital Raising, Bankruptcy &..., Public Company Advisory, Private Equity, Process Strategy &..., Manage Client..., New Business Development, Business Services..., Consumer Industry, Non-Profit Board...
Education
John Carroll University 1995 — 1999
BSBA, Finance / Economics
Thomas Lemke, CPA Thomas Lemke, CPA's KeyBanc Capital Markets Experience 2012 - August 2012
Job Senior Accountant Accounting Strategy and Compliance at FirstEnergy
Industry Financial Services
Experience
FirstEnergy September 2012 - Present
KeyBanc Capital Markets 2012 - August 2012
KeyBanc Capital Markets 2009 - 2012
KeyBank 2004 - 2009
KeyBank 2000 - 2004
KeyBank 1998 - 2000
KeyBank 1997 - 1998
KeyBank 1995 - 1997
Zalick, Torok, Kirgesner, Cook & Co. 1992 - 1995
Ernst & Young LLP 1990 - 1992
Skills
Financial Analysis, Financial Reporting, Cash Management, Corporate Finance, Banking, Capital Markets, ALM, Funds Transfer Pricing, SEC filings, Forecasting, Hedge Accounting, Interest Rate..., Structured Finance, Internal Controls, Variance Analysis, Financial Accounting, Hyperion Enterprise, General Ledger, Account Reconciliation, CPA, US GAAP, Financial Statements, Treasury Management, Finance, Accounting, Financial Modeling, Sarbanes-Oxley Act, SEC Filings
Education
Kent State University - Graduate School of Management 2000 — 2003
MBA
The University of Akron 1985 — 1990
Bachelor of Science, Accounting
FirstEnergy September 2012 - Present
KeyBanc Capital Markets 2012 - August 2012
KeyBanc Capital Markets 2009 - 2012
KeyBank 2004 - 2009
KeyBank 2000 - 2004
KeyBank 1998 - 2000
KeyBank 1997 - 1998
KeyBank 1995 - 1997
Zalick, Torok, Kirgesner, Cook & Co. 1992 - 1995
Ernst & Young LLP 1990 - 1992
Skills
Financial Analysis, Financial Reporting, Cash Management, Corporate Finance, Banking, Capital Markets, ALM, Funds Transfer Pricing, SEC filings, Forecasting, Hedge Accounting, Interest Rate..., Structured Finance, Internal Controls, Variance Analysis, Financial Accounting, Hyperion Enterprise, General Ledger, Account Reconciliation, CPA, US GAAP, Financial Statements, Treasury Management, Finance, Accounting, Financial Modeling, Sarbanes-Oxley Act, SEC Filings
Education
Kent State University - Graduate School of Management 2000 — 2003
MBA
The University of Akron 1985 — 1990
Bachelor of Science, Accounting
Eamon McDermott Eamon McDermott's KeyBanc Capital Markets Experience March 2015 - Present
Job Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets March 2015 - Present
Skills
Private Placements, Project Finance, Capital Markets, Credit Analysis, Fixed Income
Education
Loyola College in Maryland 2004 — 2005
MBA, Finance
Loyola College in Maryland 1999 — 2003
BBA, Finance
KeyBanc Capital Markets March 2015 - Present
Skills
Private Placements, Project Finance, Capital Markets, Credit Analysis, Fixed Income
Education
Loyola College in Maryland 2004 — 2005
MBA, Finance
Loyola College in Maryland 1999 — 2003
BBA, Finance
Meg Wittman's KeyBanc Capital Markets Experience December 2012 - August 2014
Job Procurement Analyst at KeyBank
Industry Banking
Experience
KeyBank April 2015 - Present
Make-A-Wish Ohio, Kentucky & Indiana March 2013 - Present
Docherty June 2011 - Present
Destination Cleveland August 2014 - March 2015
KeyBanc Capital Markets December 2012 - August 2014
KeyBanc Capital Markets October 2011 - December 2012
Intense Movers! November 2009 - October 2011
Catan Fashions March 2007 - August 2007
Skills
Public Speaking, Social Media, Organization, Event Planning, Customer Service, Marketing, Fundraising, Editing, Public Relations, Marketing Communications, Copywriting, Facebook, PowerPoint, Microsoft Office, Social Media Marketing, Nonprofits, Event Management, Microsoft Excel, Microsoft Word, Community Outreach, Blogging, Entertainment, Outlook, Charismatic Leadership, Leadership, Adobe Creative Suite
Education
Kent State University 2008 — 2011
Bachelor of Fine Arts (B.F.A.), Musical Theatre
Jacksonville University 2007 — 2008
Bachelor of Fine Arts (B.F.A.), Musical Theatre
KeyBank April 2015 - Present
Make-A-Wish Ohio, Kentucky & Indiana March 2013 - Present
Docherty June 2011 - Present
Destination Cleveland August 2014 - March 2015
KeyBanc Capital Markets December 2012 - August 2014
KeyBanc Capital Markets October 2011 - December 2012
Intense Movers! November 2009 - October 2011
Catan Fashions March 2007 - August 2007
Skills
Public Speaking, Social Media, Organization, Event Planning, Customer Service, Marketing, Fundraising, Editing, Public Relations, Marketing Communications, Copywriting, Facebook, PowerPoint, Microsoft Office, Social Media Marketing, Nonprofits, Event Management, Microsoft Excel, Microsoft Word, Community Outreach, Blogging, Entertainment, Outlook, Charismatic Leadership, Leadership, Adobe Creative Suite
Education
Kent State University 2008 — 2011
Bachelor of Fine Arts (B.F.A.), Musical Theatre
Jacksonville University 2007 — 2008
Bachelor of Fine Arts (B.F.A.), Musical Theatre
Edman Ball Edman Ball's KeyBanc Capital Markets Experience May 2012 - August 2012
Job Junior Trader at Eldorado Trading Group
Industry Investment Banking
Experience
Eldorado Trading Group June 2014 - Present
BMO Harris Bank 2013 - 2014
Miami University Investment Club 2010 - May 2013
Miami University Investment Banking Club 2009 - May 2013
Miami University August 2008 - May 2013
KeyBanc Capital Markets May 2012 - August 2012
Geneva Investment Management July 2011 - August 2011
Ziegler May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Finance, Analysis, Due Diligence, Credit Analysis
Education
Miami University 2008 — 2013
BS, Finance, Accountancy, Mandarin Chinese
Eldorado Trading Group June 2014 - Present
BMO Harris Bank 2013 - 2014
Miami University Investment Club 2010 - May 2013
Miami University Investment Banking Club 2009 - May 2013
Miami University August 2008 - May 2013
KeyBanc Capital Markets May 2012 - August 2012
Geneva Investment Management July 2011 - August 2011
Ziegler May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Finance, Analysis, Due Diligence, Credit Analysis
Education
Miami University 2008 — 2013
BS, Finance, Accountancy, Mandarin Chinese
Mark Parr, CFA Mark Parr, CFA's KeyBanc Capital Markets Experience May 1987 - November 2013
Job Founder at TurnBridge Solutions LLC
Industry Capital Markets
Experience
TurnBridge Solutions LLC 2014 - Present
KeyBanc Capital Markets May 1987 - November 2013
Roulston and Co. 1982 - 1987
Honeywell March 1978 - December 1980
Skills
Credit Risk, Credit, Loans, Banking, Commercial Lending, Portfolio Management, Commercial Banking, Credit Analysis, Financial Structuring, Financial Modeling, Equities, Capital Markets, Loan Origination, Investments, Financial Analysis, Bloomberg, Asset Management, Valuation, Management, Equity Research, Investment Banking, Alternative Investments, Hedge Funds, Fixed Income
Education
Kent State University - Graduate School of Management 1981 — 1982
Master of Business Administration (MBA), Finance, General
Miami University 1973 — 1977
Bachelor's Degree, Marketing
TurnBridge Solutions LLC 2014 - Present
KeyBanc Capital Markets May 1987 - November 2013
Roulston and Co. 1982 - 1987
Honeywell March 1978 - December 1980
Skills
Credit Risk, Credit, Loans, Banking, Commercial Lending, Portfolio Management, Commercial Banking, Credit Analysis, Financial Structuring, Financial Modeling, Equities, Capital Markets, Loan Origination, Investments, Financial Analysis, Bloomberg, Asset Management, Valuation, Management, Equity Research, Investment Banking, Alternative Investments, Hedge Funds, Fixed Income
Education
Kent State University - Graduate School of Management 1981 — 1982
Master of Business Administration (MBA), Finance, General
Miami University 1973 — 1977
Bachelor's Degree, Marketing
Erik Heben's KeyBanc Capital Markets Experience April 1999 - April 2002
Job Chief Investment Officer/Managing Partner at Private Wealth Consultants LLC
Industry Investment Management
Experience
Private Wealth Consultants LLC October 2006 - Present
UBS April 2002 - October 2006
KeyBanc Capital Markets April 1999 - April 2002
Raymond James Financial Inc. October 1994 - April 1999
Skills
Wealth Management, Series 63, Series 65, Investment Strategies, Retirement Planning, Investments, Series 24, Investment Management, Securities, Asset Managment, Fixed Annuities, Uniform Combined State...
Education
Kent State University 1989 — 1992
BA
Slippery Rock University of Pennsylvania 1987 — 1988
Private Wealth Consultants LLC October 2006 - Present
UBS April 2002 - October 2006
KeyBanc Capital Markets April 1999 - April 2002
Raymond James Financial Inc. October 1994 - April 1999
Skills
Wealth Management, Series 63, Series 65, Investment Strategies, Retirement Planning, Investments, Series 24, Investment Management, Securities, Asset Managment, Fixed Annuities, Uniform Combined State...
Education
Kent State University 1989 — 1992
BA
Slippery Rock University of Pennsylvania 1987 — 1988
Michael Moran's KeyBanc Capital Markets Experience September 1997 - March 2008
Job Operating Partner at Walnut Ridge Strategic Management Company
Industry Venture Capital & Private Equity
Experience
Walnut Ridge Strategic Management Company August 2015 - Present
Linsalata Capital Partners April 2008 - July 2015
KeyBanc Capital Markets September 1997 - March 2008
Dell Inc. June 2003 - August 2003
KeyCorp May 1996 - June 1997
Skills
Private Equity, Mergers & Acquisitions, Corporate Development, Investment Banking, Loans, Portfolio Management, Due Diligence, Investments, Mergers, LBO, Financial Modeling, Capital, Business Valuation, Acquisitions, Capital Markets, Finance, Middle Market, Valuation, Strategic Planning
Education
Kellogg School of Management (Northwestern University) 2002 — 2004
MBA
Miami University (Ohio) 1992 — 1996
BS, Finance
St. Ignatius High School 1988 — 1992
Walnut Ridge Strategic Management Company August 2015 - Present
Linsalata Capital Partners April 2008 - July 2015
KeyBanc Capital Markets September 1997 - March 2008
Dell Inc. June 2003 - August 2003
KeyCorp May 1996 - June 1997
Skills
Private Equity, Mergers & Acquisitions, Corporate Development, Investment Banking, Loans, Portfolio Management, Due Diligence, Investments, Mergers, LBO, Financial Modeling, Capital, Business Valuation, Acquisitions, Capital Markets, Finance, Middle Market, Valuation, Strategic Planning
Education
Kellogg School of Management (Northwestern University) 2002 — 2004
MBA
Miami University (Ohio) 1992 — 1996
BS, Finance
St. Ignatius High School 1988 — 1992
Steve Schwartz, CFA Steve Schwartz, CFA's KeyBanc Capital Markets Experience October 2005 - May 2007
Job Analyst at First Analysis Securities
Industry Capital Markets
Experience
First Analysis Securities June 2007 - Present
KeyBanc Capital Markets October 2005 - May 2007
Cole-Parmer March 2003 - September 2005
Burkert Contromatic October 1999 - August 2001
US Filter April 1996 - October 1999
Nalco Chemical Company March 1995 - April 1996
Equistar Chemical October 1992 - November 1994
Skills
Financial Analysis, Valuation, Financial Modeling, Capital Markets, Equities, Investments, Corporate Finance, Portfolio Management, Asset Management, Business Strategy, Competitive Analysis, Management, Engineering, Equity Research, Investor Relations
Education
CFA Institute 2004 — 2008
Charterholder, Investment Analysis & Portfolio Management
Loyola University Chicago 1998 — 2001
M.B.A., Finance
Illinois Institute of Technology 1987 — 1992
B.S., Chemical Engineering
First Analysis Securities June 2007 - Present
KeyBanc Capital Markets October 2005 - May 2007
Cole-Parmer March 2003 - September 2005
Burkert Contromatic October 1999 - August 2001
US Filter April 1996 - October 1999
Nalco Chemical Company March 1995 - April 1996
Equistar Chemical October 1992 - November 1994
Skills
Financial Analysis, Valuation, Financial Modeling, Capital Markets, Equities, Investments, Corporate Finance, Portfolio Management, Asset Management, Business Strategy, Competitive Analysis, Management, Engineering, Equity Research, Investor Relations
Education
CFA Institute 2004 — 2008
Charterholder, Investment Analysis & Portfolio Management
Loyola University Chicago 1998 — 2001
M.B.A., Finance
Illinois Institute of Technology 1987 — 1992
B.S., Chemical Engineering
Karen Cipriano Karen Cipriano's KeyBanc Capital Markets Experience 2001 - 2007
Job Real Estate Professional
Industry Real Estate
Experience
Prudential Select Properties December 2011 - April 2012
KeyBanc Capital Markets 2001 - 2007
Key Corp August 1996 - August 2001
Skills
Residential Homes, Fixed Income, First Time Home Buyers, Investors, Single Family Homes, Loans, Investment Properties, Equities, Relocation, REO, Real Estate, Short Sales, Condos, Foreclosures, Referrals, Real Estate Transactions, Mortgage Lending, Sellers, New Home Sales, FHA, Mortgage Banking, Buyer Representation, Property, Listings, Investments, New Homes, HUD, Refinance, Move Up Buyers, Loan Origination, Selling, Real Property, Sales
Education
John Carroll University 1979 — 1985
BA, Economics
Prudential Select Properties December 2011 - April 2012
KeyBanc Capital Markets 2001 - 2007
Key Corp August 1996 - August 2001
Skills
Residential Homes, Fixed Income, First Time Home Buyers, Investors, Single Family Homes, Loans, Investment Properties, Equities, Relocation, REO, Real Estate, Short Sales, Condos, Foreclosures, Referrals, Real Estate Transactions, Mortgage Lending, Sellers, New Home Sales, FHA, Mortgage Banking, Buyer Representation, Property, Listings, Investments, New Homes, HUD, Refinance, Move Up Buyers, Loan Origination, Selling, Real Property, Sales
Education
John Carroll University 1979 — 1985
BA, Economics
Steven M. DiGregorio's KeyBanc Capital Markets Experience August 2004 - January 2007
Job President, Compass Asset Management Group, LLC
Industry Financial Services
Experience
Compass Asset Management Group, LLC September 2009 - Present
Spire Investment Partners September 2009 - Present
Banc of America Investments January 2007 - September 2009
KeyBanc Capital Markets August 2004 - January 2007
M&T Securities February 1998 - August 2004
Mutual of Omaha October 1987 - February 1998
United States Air Force September 1983 - August 1987
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Strategic Financial..., Finance, Investment Strategies, Financial Advisory, Public Speaking, Team Building, Investment Management, 401k Rollovers, Trusts, Succession Planning, Insurance, Wealth Management..., Personal Financial..., Qualified Retirement..., Investment Policy..., Executive Pay, Life Insurance, Financial Planning, Entrepreneurship, Qualified Domestic..., Certified Divorce..., 501(c)(3)
Education
American College of Financial Planning 2001 — 2002
CFA, Certified Financial Analyst
Marist College 2000 — 2001
Certificate, Certified Financial Planning
State University of New York College at Plattsburgh 1983 — 1987
Business, Economics
Compass Asset Management Group, LLC September 2009 - Present
Spire Investment Partners September 2009 - Present
Banc of America Investments January 2007 - September 2009
KeyBanc Capital Markets August 2004 - January 2007
M&T Securities February 1998 - August 2004
Mutual of Omaha October 1987 - February 1998
United States Air Force September 1983 - August 1987
Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Strategic Financial..., Finance, Investment Strategies, Financial Advisory, Public Speaking, Team Building, Investment Management, 401k Rollovers, Trusts, Succession Planning, Insurance, Wealth Management..., Personal Financial..., Qualified Retirement..., Investment Policy..., Executive Pay, Life Insurance, Financial Planning, Entrepreneurship, Qualified Domestic..., Certified Divorce..., 501(c)(3)
Education
American College of Financial Planning 2001 — 2002
CFA, Certified Financial Analyst
Marist College 2000 — 2001
Certificate, Certified Financial Planning
State University of New York College at Plattsburgh 1983 — 1987
Business, Economics
Harrison Petts's KeyBanc Capital Markets Experience January 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets January 2015 - Present
JPMorgan Chase June 2014 - Present
J.P. Morgan April 2013 - August 2014
Kelley School of Business August 2010 - May 2014
Raymond James Financial Inc. May 2012 - July 2012
U.S. Census Bureau -- Census Coverage Management March 2010 - June 2010
L.A. Fitness March 2010 - June 2010
Skills
College Soccer, Piano, Extreme Races, Financial Accounting, Financial Analysis
Education
Indiana University Bloomington 2010 — 2014
BS, Finance, Accounting, International Business, Junior
KeyBanc Capital Markets January 2015 - Present
JPMorgan Chase June 2014 - Present
J.P. Morgan April 2013 - August 2014
Kelley School of Business August 2010 - May 2014
Raymond James Financial Inc. May 2012 - July 2012
U.S. Census Bureau -- Census Coverage Management March 2010 - June 2010
L.A. Fitness March 2010 - June 2010
Skills
College Soccer, Piano, Extreme Races, Financial Accounting, Financial Analysis
Education
Indiana University Bloomington 2010 — 2014
BS, Finance, Accounting, International Business, Junior
Daniel Krancevic Daniel Krancevic's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets July 2015 - Present
First Miami Student Credit Union February 2011 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
Progressive Insurance May 2013 - August 2013
Skills
Excel, Data Analysis, Public Speaking, Leadership, Teamwork, Microsoft Excel, Credit
Education
Miami University 2014 — 2015
Master of Arts (M.A.), Economics
Miami University 2010 — 2014
B.S., Economics
KeyBanc Capital Markets July 2015 - Present
First Miami Student Credit Union February 2011 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
Progressive Insurance May 2013 - August 2013
Skills
Excel, Data Analysis, Public Speaking, Leadership, Teamwork, Microsoft Excel, Credit
Education
Miami University 2014 — 2015
Master of Arts (M.A.), Economics
Miami University 2010 — 2014
B.S., Economics
Steven Danford Steven Danford's KeyBanc Capital Markets Experience June 2014 - Present
Job Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2014 - Present
Paragon Capital Group, LLC June 2010 - May 2013
Skills
Capital Raising, Mergers, Capital Markets, Equities, Investments, Venture Capital, Due Diligence, Corporate Development, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Private Equity, Equity Valuation, Mergers & Acquisitions, Structured Finance, Business Strategy, Hedge Funds, Alternative Investments, Equity Research, Portfolio Management, Insurance, Financial Services, Series 7, Business Valuation, Private Placements, Finance, Investment Strategies, Series 63, DCF
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Business Analytics
John Carroll University 2005 — 2009
Bachelors in Business Administration, Finance, Economics
KeyBanc Capital Markets June 2014 - Present
Paragon Capital Group, LLC June 2010 - May 2013
Skills
Capital Raising, Mergers, Capital Markets, Equities, Investments, Venture Capital, Due Diligence, Corporate Development, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Private Equity, Equity Valuation, Mergers & Acquisitions, Structured Finance, Business Strategy, Hedge Funds, Alternative Investments, Equity Research, Portfolio Management, Insurance, Financial Services, Series 7, Business Valuation, Private Placements, Finance, Investment Strategies, Series 63, DCF
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Business Analytics
John Carroll University 2005 — 2009
Bachelors in Business Administration, Finance, Economics
Andy Debes Andy Debes's KeyBanc Capital Markets Experience June 2011 - August 2013
Job Financial Analytics and Business Development at Alpert & Alpert Iron & Metal, Inc.
Industry Mining & Metals
Experience
Alpert & Alpert Iron & Metal, Inc. September 2013 - Present
KeyBanc Capital Markets June 2011 - August 2013
Nielsen July 2010 - June 2011
Avalution Consulting May 2009 - August 2009
Summit Energy May 2008 - August 2008
Midwest Metals Corp. May 2007 - August 2007
Skills
Risk Management, Software Documentation, Financial Modeling, Valuation, Equity Research, Financial Analysis, Bloomberg, Corporate Finance, Capital Markets, Equity Valuation, Series 7, Investment Banking, Equity Capital Markets
Education
Miami University 2006 — 2010
Bachelor of Science (BS), Business Economics
St. Xavier High School - Louisville, KY 2002 — 2006
Alpert & Alpert Iron & Metal, Inc. September 2013 - Present
KeyBanc Capital Markets June 2011 - August 2013
Nielsen July 2010 - June 2011
Avalution Consulting May 2009 - August 2009
Summit Energy May 2008 - August 2008
Midwest Metals Corp. May 2007 - August 2007
Skills
Risk Management, Software Documentation, Financial Modeling, Valuation, Equity Research, Financial Analysis, Bloomberg, Corporate Finance, Capital Markets, Equity Valuation, Series 7, Investment Banking, Equity Capital Markets
Education
Miami University 2006 — 2010
Bachelor of Science (BS), Business Economics
St. Xavier High School - Louisville, KY 2002 — 2006
Shawn Cain Shawn Cain's KeyBanc Capital Markets Experience December 2013 - Present
Job Equity Trader at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets December 2013 - Present
Longbow Research May 2011 - November 2013
Skills
Financial Analysis, Equity Research, Corporate Finance, Portfolio Management, Microsoft Excel, Investments, Economics, Financial Modeling, Bloomberg, Leadership, Equity Valuation
Education
John Carroll University 2008 — 2012
Bachelor, Finance, Philosophy
St. Francis de sales 2005 — 2008
Diploma
KeyBanc Capital Markets December 2013 - Present
Longbow Research May 2011 - November 2013
Skills
Financial Analysis, Equity Research, Corporate Finance, Portfolio Management, Microsoft Excel, Investments, Economics, Financial Modeling, Bloomberg, Leadership, Equity Valuation
Education
John Carroll University 2008 — 2012
Bachelor, Finance, Philosophy
St. Francis de sales 2005 — 2008
Diploma
Kevin Hays, CFA Kevin Hays, CFA's KeyBanc Capital Markets Experience April 2009 - July 2010
Job Chief Financial Officer at Advance Energy Partners
Industry Oil & Energy
Experience
Advance Energy Partners March 2015 - Present
RBC December 2011 - Present
Royal Bank of Canada Richardson Barr April 2010 - December 2011
KeyBanc Capital Markets April 2009 - July 2010
KeyBanc Capital Markets March 2007 - April 2009
KeyBanc Capital Markets April 2004 - March 2007
KeyBanc Capital Markets January 2002 - March 2004
Robertson Stephens 2000 - 2000
Zurich Financial Services 1996 - 1999
Skills
Valuation, Private Equity, Corporate Development, Divestitures, Business Valuation, Due Diligence, Recapitalizations, Sell Side, Private Placements, LBO
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Chemical Engineering
Advance Energy Partners March 2015 - Present
RBC December 2011 - Present
Royal Bank of Canada Richardson Barr April 2010 - December 2011
KeyBanc Capital Markets April 2009 - July 2010
KeyBanc Capital Markets March 2007 - April 2009
KeyBanc Capital Markets April 2004 - March 2007
KeyBanc Capital Markets January 2002 - March 2004
Robertson Stephens 2000 - 2000
Zurich Financial Services 1996 - 1999
Skills
Valuation, Private Equity, Corporate Development, Divestitures, Business Valuation, Due Diligence, Recapitalizations, Sell Side, Private Placements, LBO
Education
Rice University - Jesse H. Jones Graduate School of Management 1999 — 2001
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Chemical Engineering
RJ Stuart RJ Stuart's KeyBanc Capital Markets Experience May 2011 - August 2011
Job Indiana University School of Dentistry
Industry Medical Practice
Experience
Cognizant Technology Solutions July 2013 - September 2013
KeyBanc Capital Markets May 2011 - August 2011
Oxford Financial Group, Ltd. May 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Valuation, Social Media, Customer Service, Business Analysis, Data Analysis, Public Speaking, Access, Accounting, Strategic Financial..., Marketing, Research, HTML, Sales, Outlook, SQL, Analysis
Education
Indiana University School of Dentistry 2015 — 2019
DDS
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (MS), Information Systems
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
London School of Economics and Political Science
Summer Classes, Financial Markets
Cognizant Technology Solutions July 2013 - September 2013
KeyBanc Capital Markets May 2011 - August 2011
Oxford Financial Group, Ltd. May 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Valuation, Social Media, Customer Service, Business Analysis, Data Analysis, Public Speaking, Access, Accounting, Strategic Financial..., Marketing, Research, HTML, Sales, Outlook, SQL, Analysis
Education
Indiana University School of Dentistry 2015 — 2019
DDS
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (MS), Information Systems
Indiana University - Kelley School of Business 2007 — 2012
Bachelor of Science (B.S.), Accounting and Finance
London School of Economics and Political Science
Summer Classes, Financial Markets
Patrick K. Burns Patrick K. Burns's KeyBanc Capital Markets Experience February 2012 - December 2012
Job Electrical Sector Analyst at Eaton
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation June 2013 - Present
Eaton July 2015 - Present
Eaton July 2014 - July 2015
Eaton June 2013 - July 2014
The Carroll News April 2012 - April 2013
KeyBanc Capital Markets February 2012 - December 2012
Akro Inc. June 2010 - August 2011
Skills
PowerPoint, Word, Excel, Access, Research, Capital IQ, Analytics, Thomson One Banker, Microsoft Excel, Microsoft Word, Financial Reporting, Microsoft Office, Financial Analysis, Oracle, MFG-Pro, QAD, Monarch Pro, Variance Analysis, Recruiting, Finance, Analysis, Leadership, Public Speaking, Time Management
Education
John Carroll University 2009 — 2013
BSBA, Finance, Economics (Minor)
Solon High School 2005 — 2009
Diploma, High School/Secondary Diplomas and Certificates
Eaton Corporation June 2013 - Present
Eaton July 2015 - Present
Eaton July 2014 - July 2015
Eaton June 2013 - July 2014
The Carroll News April 2012 - April 2013
KeyBanc Capital Markets February 2012 - December 2012
Akro Inc. June 2010 - August 2011
Skills
PowerPoint, Word, Excel, Access, Research, Capital IQ, Analytics, Thomson One Banker, Microsoft Excel, Microsoft Word, Financial Reporting, Microsoft Office, Financial Analysis, Oracle, MFG-Pro, QAD, Monarch Pro, Variance Analysis, Recruiting, Finance, Analysis, Leadership, Public Speaking, Time Management
Education
John Carroll University 2009 — 2013
BSBA, Finance, Economics (Minor)
Solon High School 2005 — 2009
Diploma, High School/Secondary Diplomas and Certificates
Benjamin Dreyfuss Benjamin Dreyfuss's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - Present
Skills
Corporate Finance, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Accounting
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
KeyBanc Capital Markets July 2015 - Present
KeyBanc Capital Markets May 2014 - Present
Skills
Corporate Finance, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Accounting
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Peter Croke Peter Croke's KeyBanc Capital Markets Experience July 2012 - July 2014
Job Associate at Cyprium Partners
Industry Venture Capital & Private Equity
Experience
Cyprium Partners August 2015 - Present
Brown Gibbons Lang & Company August 2015 - August 2015
Brown Gibbons Lang & Company July 2014 - August 2015
KeyBanc Capital Markets July 2012 - July 2014
UPMC June 2011 - August 2011
Allegheny County Economic Development May 2010 - August 2010
Skills
Microsoft Excel, Healthcare, Corporate Finance, Economics, Finance, Investments, Market Research, Leadership, Customer Service, Marketing, Strategic Planning, Outlook, Financial Reporting, VBA, Sales, Forecasting
Education
John Carroll University 2008 — 2012
Honors Bachelor of Science, Business Administration; Finance, Economics
Cyprium Partners August 2015 - Present
Brown Gibbons Lang & Company August 2015 - August 2015
Brown Gibbons Lang & Company July 2014 - August 2015
KeyBanc Capital Markets July 2012 - July 2014
UPMC June 2011 - August 2011
Allegheny County Economic Development May 2010 - August 2010
Skills
Microsoft Excel, Healthcare, Corporate Finance, Economics, Finance, Investments, Market Research, Leadership, Customer Service, Marketing, Strategic Planning, Outlook, Financial Reporting, VBA, Sales, Forecasting
Education
John Carroll University 2008 — 2012
Honors Bachelor of Science, Business Administration; Finance, Economics
Bob Kunkle Bob Kunkle's KeyBanc Capital Markets Experience March 1997 - January 2005
Job School
Industry Education Management
Experience
Saint Martin de Porres High School July 2015 - Present
KeyBank January 2004 - May 2014
KeyBanc Capital Markets March 1997 - January 2005
Skills
Financial Analysis, Finance, Banking, Capital Markets
Education
Miami University 1986 — 1990
Saint Martin de Porres High School July 2015 - Present
KeyBank January 2004 - May 2014
KeyBanc Capital Markets March 1997 - January 2005
Skills
Financial Analysis, Finance, Banking, Capital Markets
Education
Miami University 1986 — 1990
Sarah Classen's KeyBanc Capital Markets Experience January 2012 - Present
Job Corporate Bond Trading at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets January 2012 - Present
KeyBanc Capital Markets April 2011 - January 2012
KeyBanc Capital Markets June 2010 - March 2011
Ernst & Young April 2009 - August 2009
Philip Morris June 2008 - August 2008
Brentwood Health Care Center June 2002 - December 2007
Skills
Equities, Financial Analysis, Investments, Investment Banking, Trading, Fixed Income, Bonds, Credit, Investment Strategies, Capital Markets, Bloomberg, Series 7, Series 63, Corporate Finance, Financial Markets, Bloomberg Terminal, FINRA, Credit Analysis, Trading Systems, Microsoft Excel, Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Accounting (Financial Analysis)
Indiana University - Kelley School of Business 2005 — 2008
Bachelor of Science, Finance, Accounting
Tecnológico de Monterrey 2006 — 2006
Minor, Spanish
KeyBanc Capital Markets January 2012 - Present
KeyBanc Capital Markets April 2011 - January 2012
KeyBanc Capital Markets June 2010 - March 2011
Ernst & Young April 2009 - August 2009
Philip Morris June 2008 - August 2008
Brentwood Health Care Center June 2002 - December 2007
Skills
Equities, Financial Analysis, Investments, Investment Banking, Trading, Fixed Income, Bonds, Credit, Investment Strategies, Capital Markets, Bloomberg, Series 7, Series 63, Corporate Finance, Financial Markets, Bloomberg Terminal, FINRA, Credit Analysis, Trading Systems, Microsoft Excel, Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Accounting (Financial Analysis)
Indiana University - Kelley School of Business 2005 — 2008
Bachelor of Science, Finance, Accounting
Tecnológico de Monterrey 2006 — 2006
Minor, Spanish
David Winslow David Winslow's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2015 - Present
KeyBank May 2014 - August 2014
DTZ May 2013 - August 2013
Grade Revivers Sole Proprietorship January 2012 - February 2013
Skills
Microsoft Excel, Highly Ambitious, Leadership, Always Willing to Learn, Microsoft Office, PowerPoint, Finance, Microsoft Word, Budget Setting, Intellectually Curious
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance
KeyBanc Capital Markets July 2015 - Present
KeyBank May 2014 - August 2014
DTZ May 2013 - August 2013
Grade Revivers Sole Proprietorship January 2012 - February 2013
Skills
Microsoft Excel, Highly Ambitious, Leadership, Always Willing to Learn, Microsoft Office, PowerPoint, Finance, Microsoft Word, Budget Setting, Intellectually Curious
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance
Emily Despot's KeyBanc Capital Markets Experience January 2006 - December 2006
Job Customer Service Specialist at TriNet
Industry Human Resources
Experience
TriNet October 2014 - Present
CenterPoint Wealth Management January 2010 - May 2014
Merrill Lynch December 2006 - September 2009
KeyBanc Capital Markets January 2006 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Accounting, Accounts Receivable, Office Management, Data Entry, Access, PowerPoint, QuickBooks, Insurance, Payroll, Budgets, Administrative..., Accounts Payable, Project Management, Asset Management, Wealth Management, Investments
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, General Studies
TriNet October 2014 - Present
CenterPoint Wealth Management January 2010 - May 2014
Merrill Lynch December 2006 - September 2009
KeyBanc Capital Markets January 2006 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Accounting, Accounts Receivable, Office Management, Data Entry, Access, PowerPoint, QuickBooks, Insurance, Payroll, Budgets, Administrative..., Accounts Payable, Project Management, Asset Management, Wealth Management, Investments
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, General Studies
Saad Irfan Saad Irfan's KeyBanc Capital Markets Experience May 2015 - July 2015
Job Investment Banking Summer Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2015 - July 2015
Capitol Partners, LLC January 2015 - May 2015
Westcon 2013 - 2014
Al Batha Group 2011 - 2012
MTBC 2009 - 2011
Skills
Analysis, Business Planning, Strategy, Financial Analysis, Business Analysis, Budgets, Management, Microsoft Office, Leadership, Microsoft Excel, Team Management, Financial Reporting, Mergers & Acquisitions, Valuation, Research, SAP, Business Valuation, Problem Solving, Auditing
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy, 3.67/4.0
Lahore University of Management Sciences 2004 — 2008
BSc(Hons.), Economics (Major); Accounting & Finance (Minor)
KeyBanc Capital Markets May 2015 - July 2015
Capitol Partners, LLC January 2015 - May 2015
Westcon 2013 - 2014
Al Batha Group 2011 - 2012
MTBC 2009 - 2011
Skills
Analysis, Business Planning, Strategy, Financial Analysis, Business Analysis, Budgets, Management, Microsoft Office, Leadership, Microsoft Excel, Team Management, Financial Reporting, Mergers & Acquisitions, Valuation, Research, SAP, Business Valuation, Problem Solving, Auditing
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategy, 3.67/4.0
Lahore University of Management Sciences 2004 — 2008
BSc(Hons.), Economics (Major); Accounting & Finance (Minor)
Paul Goncalves Jr., CFA's KeyBanc Capital Markets Experience September 2011 - February 2014
Job Equity Analyst
Industry Investment Management
Experience
Tour Capital Management March 2014 - September 2014
KeyBanc Capital Markets September 2011 - February 2014
Indiana University Foundation June 2010 - May 2011
MDT Advisers April 2007 - July 2009
Deutsche Asset Management July 2006 - April 2007
Standish Mellon Asset Management July 2004 - September 2005
Investors Bank & Trust September 2003 - July 2004
Skills
Equity Research, Financial Modeling, Fundamental Analysis, Bloomberg, Asset Management, Portfolio Management, Equity Valuation, Mutual Funds, Valuation, Value Investing, DCF, Capital IQ, Factset, MBA, Series 7, Series 63, Financial Analysis, Investment Management, Microsoft Excel, Equities, Investments, Finance, Securities, Microsoft Office, Corporate Finance, Analysis, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Accounting
Connecticut College 1999 — 2003
B.A., Economics
Xaverian Brothers High School 1995 — 1999
High School
Tour Capital Management March 2014 - September 2014
KeyBanc Capital Markets September 2011 - February 2014
Indiana University Foundation June 2010 - May 2011
MDT Advisers April 2007 - July 2009
Deutsche Asset Management July 2006 - April 2007
Standish Mellon Asset Management July 2004 - September 2005
Investors Bank & Trust September 2003 - July 2004
Skills
Equity Research, Financial Modeling, Fundamental Analysis, Bloomberg, Asset Management, Portfolio Management, Equity Valuation, Mutual Funds, Valuation, Value Investing, DCF, Capital IQ, Factset, MBA, Series 7, Series 63, Financial Analysis, Investment Management, Microsoft Excel, Equities, Investments, Finance, Securities, Microsoft Office, Corporate Finance, Analysis, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Accounting
Connecticut College 1999 — 2003
B.A., Economics
Xaverian Brothers High School 1995 — 1999
High School
Kyle Knezovich's KeyBanc Capital Markets Experience May 2010 - July 2010
Job Manager Corporate Financial Planning & Analysis at Ventas, Inc.
Industry Real Estate
Experience
Ventas, Inc. August 2015 - Present
Ventas, Inc. March 2015 - August 2015
Ventas, Inc. December 2013 - March 2015
BMO Capital Markets July 2011 - November 2013
Indiana University August 2010 - May 2011
KeyBanc Capital Markets May 2010 - July 2010
Indiana University August 2009 - May 2010
General Motors May 2008 - August 2008
General Motors May 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Entrepreneurship, Analysis, Finance, Management, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Capital Markets, Equities, Equity Research, Due Diligence, LBO, Private Equity, DCF, Equity Valuation, Business Valuation, Leveraged Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance & Accounting
Homestead High School 2003 — 2007
High School Diploma
Ventas, Inc. August 2015 - Present
Ventas, Inc. March 2015 - August 2015
Ventas, Inc. December 2013 - March 2015
BMO Capital Markets July 2011 - November 2013
Indiana University August 2010 - May 2011
KeyBanc Capital Markets May 2010 - July 2010
Indiana University August 2009 - May 2010
General Motors May 2008 - August 2008
General Motors May 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Entrepreneurship, Analysis, Finance, Management, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Capital Markets, Equities, Equity Research, Due Diligence, LBO, Private Equity, DCF, Equity Valuation, Business Valuation, Leveraged Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance & Accounting
Homestead High School 2003 — 2007
High School Diploma
Shane Simbeck's KeyBanc Capital Markets Experience September 2014 - August 2015
Job Structured Products Analyst at Union Bank
Industry Capital Markets
Experience
Union Bank August 2015 - Present
KeyBanc Capital Markets September 2014 - August 2015
Union Gaming June 2014 - August 2014
Merrimack College January 2014 - May 2014
Personal Portfolio Management August 2008 - May 2014
Investment Banking Institute July 2013 - August 2013
U.S. Coast Guard July 2007 - July 2011
Skills
Investments, Finance, Bloomberg, Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Microsoft Office, Leadership, DCF Valuation, Accounting, Bloomberg Terminal, Valuation Modeling, Cash Flow Forecasting, Financial Statement..., Microsoft Excel, Equity Research, Investment Valuation, Creative Pitching, Equity Trading, Fundamental Analysis, Building Relationships, Options Strategies, Relationship Management, Technical Analysis, Equity Valuation, Corporate Finance, PowerPoint, Case Analysis, Income Statement, Balance Sheet, Financial Statements, Leveraged Finance, Financial Analysis, Military Experience, Communication Skills, Team Leadership, Highly motivated..., Managerial Finance, Goal-oriented..., Public Speaking, Sports Management, Financial Goals, Operational Planning, Security Clearance, Government, Trading Strategies, Sales
Education
Merrimack College 2011 — 2014
Bachelor's Degree, Business - Finance and Sports Management, 3.9 GPA
Investment Banking Institute 2013 — 2013
Investment Banking Training
Wilmington High School 2003 — 2007
Union Bank August 2015 - Present
KeyBanc Capital Markets September 2014 - August 2015
Union Gaming June 2014 - August 2014
Merrimack College January 2014 - May 2014
Personal Portfolio Management August 2008 - May 2014
Investment Banking Institute July 2013 - August 2013
U.S. Coast Guard July 2007 - July 2011
Skills
Investments, Finance, Bloomberg, Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Microsoft Office, Leadership, DCF Valuation, Accounting, Bloomberg Terminal, Valuation Modeling, Cash Flow Forecasting, Financial Statement..., Microsoft Excel, Equity Research, Investment Valuation, Creative Pitching, Equity Trading, Fundamental Analysis, Building Relationships, Options Strategies, Relationship Management, Technical Analysis, Equity Valuation, Corporate Finance, PowerPoint, Case Analysis, Income Statement, Balance Sheet, Financial Statements, Leveraged Finance, Financial Analysis, Military Experience, Communication Skills, Team Leadership, Highly motivated..., Managerial Finance, Goal-oriented..., Public Speaking, Sports Management, Financial Goals, Operational Planning, Security Clearance, Government, Trading Strategies, Sales
Education
Merrimack College 2011 — 2014
Bachelor's Degree, Business - Finance and Sports Management, 3.9 GPA
Investment Banking Institute 2013 — 2013
Investment Banking Training
Wilmington High School 2003 — 2007
Tayler Sipperly Tayler Sipperly's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Student at McGill University
Industry Facilities Services
Experience
Pacific Crest Securities July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
TIAA-CREF May 2012 - August 2012
Neptune Marine Services September 2010 - July 2011
Susquehanna International Group, LLP (SIG) May 2010 - July 2010
Carpenter & Company May 2009 - August 2009
Skills
Statistics, Financial Modeling, Valuation, Strategy, Economics, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Microsoft Excel, Capital Markets, Econometrics, Databases, Derivatives, PowerPoint, Financial Accounting
Education
McGill University 2012 — 2014
Bachelor of Arts (BA), Economics
Charlotte Latin School
Pacific Crest Securities July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
TIAA-CREF May 2012 - August 2012
Neptune Marine Services September 2010 - July 2011
Susquehanna International Group, LLP (SIG) May 2010 - July 2010
Carpenter & Company May 2009 - August 2009
Skills
Statistics, Financial Modeling, Valuation, Strategy, Economics, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Microsoft Excel, Capital Markets, Econometrics, Databases, Derivatives, PowerPoint, Financial Accounting
Education
McGill University 2012 — 2014
Bachelor of Arts (BA), Economics
Charlotte Latin School
Peter Bariso III Peter Bariso III's KeyBanc Capital Markets Experience 2007 - 2009
Job •
Industry Law Practice
Experience
Seton Hall University School of Law August 2012 - Present
Hudson County Prosecutor's Office 2010 - 2014
KeyBanc Capital Markets 2007 - 2009
Parc Científic de Barcelona 2006 - 2006
Education
Seton Hall University School of Law
Doctor of Law (JD)
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (BS), Finance
Seton Hall University School of Law August 2012 - Present
Hudson County Prosecutor's Office 2010 - 2014
KeyBanc Capital Markets 2007 - 2009
Parc Científic de Barcelona 2006 - 2006
Education
Seton Hall University School of Law
Doctor of Law (JD)
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (BS), Finance
John M. Ascher's KeyBanc Capital Markets Experience July 2013 - October 2014
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2014 - Present
KeyBanc Capital Markets July 2013 - October 2014
KeyBanc Capital Markets May 2012 - July 2012
Skills
Financial Modeling, Microsoft Office, Accounting, Investment Banking, Valuation, Data Analysis, Financial Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Microsoft Word, Bloomberg, Economics
Education
Miami University 2009 — 2013
Bachelor of Science in Business, Major: Accountancy, Minor: Finance, Thematic Sequence: Almost Linear Structures
Houlihan Lokey October 2014 - Present
KeyBanc Capital Markets July 2013 - October 2014
KeyBanc Capital Markets May 2012 - July 2012
Skills
Financial Modeling, Microsoft Office, Accounting, Investment Banking, Valuation, Data Analysis, Financial Analysis, Mergers & Acquisitions, Finance, Financial Reporting, Microsoft Word, Bloomberg, Economics
Education
Miami University 2009 — 2013
Bachelor of Science in Business, Major: Accountancy, Minor: Finance, Thematic Sequence: Almost Linear Structures
Dave Barson Dave Barson's KeyBanc Capital Markets Experience October 2007 - September 2014
Job Finance | Capital Markets | Treasury Cash Manager
Industry Financial Services
Experience
KeyBanc Capital Markets October 2007 - September 2014
KeyBanc Capital Markets 1995 - 2007
Federal Aviation Administration (FAA) 1978 - 1981
Skills
Capital Markets, Fixed Income, Financial Analysis, Bloomberg, Portfolio Management, Loans, Management, Investments, Banking, Risk Management, Finance, Bonds, Trading, Financial Modeling, Investment Banking
Education
Miami University
Bachelor's Degree, B.S., Bachelor of Science, Finance
KeyBanc Capital Markets October 2007 - September 2014
KeyBanc Capital Markets 1995 - 2007
Federal Aviation Administration (FAA) 1978 - 1981
Skills
Capital Markets, Fixed Income, Financial Analysis, Bloomberg, Portfolio Management, Loans, Management, Investments, Banking, Risk Management, Finance, Bonds, Trading, Financial Modeling, Investment Banking
Education
Miami University
Bachelor's Degree, B.S., Bachelor of Science, Finance
Chris Linko Chris Linko's KeyBanc Capital Markets Experience July 2011 - December 2013
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray December 2013 - Present
KeyBanc Capital Markets July 2011 - December 2013
Citigroup February 2011 - July 2011
State Street, International Fund Services October 2010 - February 2011
MAI Wealth Advisors, LLC May 2009 - August 2009
Skills
Portfolio Management, Mergers & Acquisitions, Strategy, Financial Modeling, Equities, Analysis, Equity Research, Bloomberg
Education
Lehigh University 2006 — 2010
BS, Finance, Economics
Piper Jaffray December 2013 - Present
KeyBanc Capital Markets July 2011 - December 2013
Citigroup February 2011 - July 2011
State Street, International Fund Services October 2010 - February 2011
MAI Wealth Advisors, LLC May 2009 - August 2009
Skills
Portfolio Management, Mergers & Acquisitions, Strategy, Financial Modeling, Equities, Analysis, Equity Research, Bloomberg
Education
Lehigh University 2006 — 2010
BS, Finance, Economics
Dustin Abbs Dustin Abbs's KeyBanc Capital Markets Experience July 2008 - May 2010
Job Director of Corporate Development at On Assignment
Industry Staffing and Recruiting
Experience
On Assignment June 2014 - Present
Midwest Mezzanine Funds May 2013 - June 2014
Duff & Phelps May 2010 - May 2013
KeyBanc Capital Markets July 2008 - May 2010
Skills
DCF, Financial Modeling, Valuation, Investment Banking, Capital IQ, LBO, Corporate Finance, Business Valuation, Financial Analysis, Bloomberg, Equity Valuation, Mergers, Private Equity, Capital Markets, Leveraged Finance, Due Diligence, Mergers, Morale, Work Ethic
Education
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business, Spanish
Universidad de Sevilla 2007 — 2007
Spanish
On Assignment June 2014 - Present
Midwest Mezzanine Funds May 2013 - June 2014
Duff & Phelps May 2010 - May 2013
KeyBanc Capital Markets July 2008 - May 2010
Skills
DCF, Financial Modeling, Valuation, Investment Banking, Capital IQ, LBO, Corporate Finance, Business Valuation, Financial Analysis, Bloomberg, Equity Valuation, Mergers, Private Equity, Capital Markets, Leveraged Finance, Due Diligence, Mergers, Morale, Work Ethic
Education
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business, Spanish
Universidad de Sevilla 2007 — 2007
Spanish
Eric Domin Eric Domin's KeyBanc Capital Markets Experience April 2015 - Present
Job Portfolio Manager KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets April 2015 - Present
KeyBank March 2014 - March 2015
KeyBank March 2012 - February 2014
Dollar Bank May 2007 - February 2012
Skills
Banking, Credit Analysis, Loans, Underwriting, Commercial Banking, Portfolio Management, Credit, Capital Markets, Customer Service, Commercial Lending, Financial Modeling, Financial Analysis, Management, Mortgage Lending
Education
John Carroll University 2001 — 2005
Finance
KeyBanc Capital Markets April 2015 - Present
KeyBank March 2014 - March 2015
KeyBank March 2012 - February 2014
Dollar Bank May 2007 - February 2012
Skills
Banking, Credit Analysis, Loans, Underwriting, Commercial Banking, Portfolio Management, Credit, Capital Markets, Customer Service, Commercial Lending, Financial Modeling, Financial Analysis, Management, Mortgage Lending
Education
John Carroll University 2001 — 2005
Finance
Harsha Srinivas's KeyBanc Capital Markets Experience July 2012 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - August 2011
Knall-Cohen Investment Fund January 2011 - May 2011
The Housing Fund June 2009 - August 2010
Skills
Corporate Finance, Financial Modeling, Valuation, Investment Banking, Capital Markets
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance, Economics
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - August 2011
Knall-Cohen Investment Fund January 2011 - May 2011
The Housing Fund June 2009 - August 2010
Skills
Corporate Finance, Financial Modeling, Valuation, Investment Banking, Capital Markets
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance, Economics
Matt Lower Matt Lower's KeyBanc Capital Markets Experience December 2008 - August 2009
Job Senior Vice President, Sales at Northcoast Research
Industry Financial Services
Experience
Northcoast Research August 2009 - Present
KeyBanc Capital Markets December 2008 - August 2009
FTN Midwest Securities June 2006 - December 2008
Skills
Series 7, Equities, Series 63, Financial Analysis, Investments, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Mutual Funds, Capital Markets
Education
John Carroll University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Northcoast Research August 2009 - Present
KeyBanc Capital Markets December 2008 - August 2009
FTN Midwest Securities June 2006 - December 2008
Skills
Series 7, Equities, Series 63, Financial Analysis, Investments, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Mutual Funds, Capital Markets
Education
John Carroll University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Stanley Trybala Stanley Trybala's KeyBanc Capital Markets Experience July 2007 - October 2012
Job Department Supervisor
Industry Retail
Experience
jcpenney June 2014 - Present
jcpenney October 2013 - June 2014
Key Investment Services December 2012 - May 2013
KeyBanc Capital Markets July 2007 - October 2012
McDonald Investments Inc May 1999 - March 2007
The Strongsville Savings Bank January 1983 - May 1999
Skills
Management, Customer Service, Investments, Fixed Income, Securities, Capital Markets, Series 63, Finance, Financial Analysis, Bonds, Series 7, Mortgage Lending, Bloomberg, Retail Banking, Retirement Plan..., 401k, IRAs, Apparel, Cashiering, Retail, Training, Leadership, Team Development, Sales, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning
Education
Kent State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
jcpenney June 2014 - Present
jcpenney October 2013 - June 2014
Key Investment Services December 2012 - May 2013
KeyBanc Capital Markets July 2007 - October 2012
McDonald Investments Inc May 1999 - March 2007
The Strongsville Savings Bank January 1983 - May 1999
Skills
Management, Customer Service, Investments, Fixed Income, Securities, Capital Markets, Series 63, Finance, Financial Analysis, Bonds, Series 7, Mortgage Lending, Bloomberg, Retail Banking, Retirement Plan..., 401k, IRAs, Apparel, Cashiering, Retail, Training, Leadership, Team Development, Sales, Microsoft Excel, Microsoft Office, Team Building, Strategic Planning
Education
Kent State University 1970 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kevin Hanley's KeyBanc Capital Markets Experience July 2011 - August 2013
Job Associate at Wynnchurch Capital
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital August 2014 - Present
Houlihan Lokey September 2013 - July 2014
KeyBanc Capital Markets July 2011 - August 2013
Ipreo 2010 - 2010
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Wynnchurch Capital August 2014 - Present
Houlihan Lokey September 2013 - July 2014
KeyBanc Capital Markets July 2011 - August 2013
Ipreo 2010 - 2010
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Adam Reminder Adam Reminder's KeyBanc Capital Markets Experience May 2011 - August 2011
Job Financial Analyst, North America Color & Additives and Specialty Coatings at PolyOne
Industry Financial Services
Experience
PolyOne August 2014 - Present
PolyOne June 2012 - August 2014
KeyBanc Capital Markets May 2011 - August 2011
Skills
Microsoft Excel, Finance, PowerPoint, Financial Analysis, Financial Modeling, Hyperion HFM, SAP, Oracle Enterprise..., Microsoft Office, Microsoft Word, Accounting, Access, Research
Education
John Carroll University 2008 — 2012
Bachelor of Science in Business Administration, Finance
PolyOne August 2014 - Present
PolyOne June 2012 - August 2014
KeyBanc Capital Markets May 2011 - August 2011
Skills
Microsoft Excel, Finance, PowerPoint, Financial Analysis, Financial Modeling, Hyperion HFM, SAP, Oracle Enterprise..., Microsoft Office, Microsoft Word, Accounting, Access, Research
Education
John Carroll University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Sam Bluso Sam Bluso's KeyBanc Capital Markets Experience January 1999 - January 2004
Job Senior Vice President at RBS Citizens
Industry Banking
Experience
Citizens Bank August 2009 - Present
Wrightwood Capital 2007-2008 June 2007 - October 2008
Eurohypo AG September 2004 - June 2007
KeyBanc Capital Markets January 1999 - January 2004
KeyBank January 1998 - January 1999
Key Services Corporation January 1996 - January 1998
Kent State University January 1996 - January 1997
Skills
Financial Structuring, Syndications, Structured Finance, Capital Markets, Real Estate Economics, Securitization, Mezzanine, Valuation, Loan Origination, Loans, Credit Analysis, Portfolio Management, Due Diligence, Investment Banking, Underwriting, Private Equity, Commercial Mortgages
Education
Kent State University - Graduate School of Management 1995 — 1997
MBA, Finance
Kent State University 1993 — 1995
BA, Economics
The Ohio State University 1984 — 1987
Engineering
The Ohio State University 1984 — 1987
Citizens Bank August 2009 - Present
Wrightwood Capital 2007-2008 June 2007 - October 2008
Eurohypo AG September 2004 - June 2007
KeyBanc Capital Markets January 1999 - January 2004
KeyBank January 1998 - January 1999
Key Services Corporation January 1996 - January 1998
Kent State University January 1996 - January 1997
Skills
Financial Structuring, Syndications, Structured Finance, Capital Markets, Real Estate Economics, Securitization, Mezzanine, Valuation, Loan Origination, Loans, Credit Analysis, Portfolio Management, Due Diligence, Investment Banking, Underwriting, Private Equity, Commercial Mortgages
Education
Kent State University - Graduate School of Management 1995 — 1997
MBA, Finance
Kent State University 1993 — 1995
BA, Economics
The Ohio State University 1984 — 1987
Engineering
The Ohio State University 1984 — 1987
Elena Unger Elena Unger's KeyBanc Capital Markets Experience August 2007 - July 2009
Job Vice President at PPM America
Industry Investment Management
Experience
PPM America July 2012 - Present
Parkland Financial Advisors July 2009 - July 2012
KeyBanc Capital Markets August 2007 - July 2009
KeyBanc Capital Markets July 2005 - August 2007
Education
John Carroll University 2001 — 2005
BS, Mathematics; Business Minor
PPM America July 2012 - Present
Parkland Financial Advisors July 2009 - July 2012
KeyBanc Capital Markets August 2007 - July 2009
KeyBanc Capital Markets July 2005 - August 2007
Education
John Carroll University 2001 — 2005
BS, Mathematics; Business Minor
Erika (Vanover) Haanpaa's KeyBanc Capital Markets Experience February 2015 - August 2015
Job Vice President at ICR
Industry Investment Banking
Experience
ICR August 2015 - Present
KeyBanc Capital Markets February 2015 - August 2015
KeyBanc Capital Markets July 2011 - February 2015
Eli Lilly and Company May 2010 - July 2010
Adayana May 2007 - August 2009
Mylan Pharmaceuticals May 2004 - August 2004
Skills
Financial Modeling, Data Analysis, Business Development, Management Consulting, Mergers, Strategy, Financial Analysis, Marketing Strategy, Strategic Planning
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance and Marketing
Indiana University Bloomington 2009 — 2011
MBA, Finance and Marketing
Purdue University
Bachelor of Science, Management, Marketing, and Human Resources
ICR August 2015 - Present
KeyBanc Capital Markets February 2015 - August 2015
KeyBanc Capital Markets July 2011 - February 2015
Eli Lilly and Company May 2010 - July 2010
Adayana May 2007 - August 2009
Mylan Pharmaceuticals May 2004 - August 2004
Skills
Financial Modeling, Data Analysis, Business Development, Management Consulting, Mergers, Strategy, Financial Analysis, Marketing Strategy, Strategic Planning
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance and Marketing
Indiana University Bloomington 2009 — 2011
MBA, Finance and Marketing
Purdue University
Bachelor of Science, Management, Marketing, and Human Resources
Gabriele Sorbara Gabriele Sorbara's KeyBanc Capital Markets Experience August 2005 - August 2011
Job Vice President of E&P/Energy Research at Topeka Capital Markets
Industry Capital Markets
Experience
Topeka Capital Markets March 2013 - Present
Imperial Capital, LLC July 2012 - November 2012
Caris & Company September 2011 - June 2012
KeyBanc Capital Markets August 2005 - August 2011
Morgan Stanley August 2004 - July 2005
Skills
E&P, Energy, Financial Modeling, Financial Analysis, Equity Research, Oil/Gas, Mergers & Acquisitions, Trading, Due Diligence, Valuation, Equities, Hedge Funds, Asset Management, Alternative Investments, Series 7, Fixed Income, Bloomberg, Capital Markets, Analysis, Investments, Investment Banking, Portfolio Management
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration, Finance, Business Information Systems
Topeka Capital Markets March 2013 - Present
Imperial Capital, LLC July 2012 - November 2012
Caris & Company September 2011 - June 2012
KeyBanc Capital Markets August 2005 - August 2011
Morgan Stanley August 2004 - July 2005
Skills
E&P, Energy, Financial Modeling, Financial Analysis, Equity Research, Oil/Gas, Mergers & Acquisitions, Trading, Due Diligence, Valuation, Equities, Hedge Funds, Asset Management, Alternative Investments, Series 7, Fixed Income, Bloomberg, Capital Markets, Analysis, Investments, Investment Banking, Portfolio Management
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration, Finance, Business Information Systems
Paul Skoch Paul Skoch's KeyBanc Capital Markets Experience November 2006 - April 2011
Job Senior Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo Securities April 2011 - June 2013
KeyBanc Capital Markets November 2006 - April 2011
McDonald Investments April 2001 - November 2006
Skills
Series 7, Bloomberg, Calypso, Access, VAR, Internal Audit, Risk Analysis, P&L Analysis, Electronic Trading, MarketAxess, Excel
Education
Malone University
Bachelors, Organizational Management
Wells Fargo March 2015 - Present
Wells Fargo June 2013 - Present
Wells Fargo Securities April 2011 - June 2013
KeyBanc Capital Markets November 2006 - April 2011
McDonald Investments April 2001 - November 2006
Skills
Series 7, Bloomberg, Calypso, Access, VAR, Internal Audit, Risk Analysis, P&L Analysis, Electronic Trading, MarketAxess, Excel
Education
Malone University
Bachelors, Organizational Management
Timothy Aquino's KeyBanc Capital Markets Experience June 2002 - January 2007
Job Finance Director at GrafTech International
Industry Chemicals
Experience
GrafTech International May 2014 - Present
PolyOne Corporation February 2012 - April 2014
PolyOne Corporation November 2010 - February 2012
PolyOne Corporation March 2010 - November 2010
Key Principal Partners February 2008 - March 2010
Edgewater Capital Partners January 2007 - January 2008
KeyBanc Capital Markets June 2002 - January 2007
Skills
Corporate Finance, Forecasting, Finance, Strategy, Competitive Analysis, Management, Financial Analysis, Valuation, Cross-functional Team..., Mergers, Mergers & Acquisitions, Financial Reporting, Leadership, Analysis, Strategic Planning, Financial Modeling
Education
John Carroll University 1997 — 2001
B.S.B.A.
Villanova University
Six Sigma Green Belt
GrafTech International May 2014 - Present
PolyOne Corporation February 2012 - April 2014
PolyOne Corporation November 2010 - February 2012
PolyOne Corporation March 2010 - November 2010
Key Principal Partners February 2008 - March 2010
Edgewater Capital Partners January 2007 - January 2008
KeyBanc Capital Markets June 2002 - January 2007
Skills
Corporate Finance, Forecasting, Finance, Strategy, Competitive Analysis, Management, Financial Analysis, Valuation, Cross-functional Team..., Mergers, Mergers & Acquisitions, Financial Reporting, Leadership, Analysis, Strategic Planning, Financial Modeling
Education
John Carroll University 1997 — 2001
B.S.B.A.
Villanova University
Six Sigma Green Belt
Chicovia Scott's KeyBanc Capital Markets Experience 2007 - 2008
Job Energy Business Development and Strategy
Industry Oil & Energy
Experience
Chevron June 2012 - Present
Chevron October 2010 - June 2012
Chevron 2008 - 2010
KeyBanc Capital Markets 2007 - 2008
PricewaterhouseCoopers LLP 2005 - 2007
BP Exploration and Production 2000 - 2003
Skills
Project Management, Business Development, Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Research, Market Analysis, Mergers, Cross-functional Team..., Business Strategy, Due Diligence, Process Improvement, Business Analysis, Energy, Strategic Planning, Corporate Finance, Risk Management, Pricing, Accounting, Finance, Mergers & Acquisitions, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
Florida A&M University 1996 — 2000
Bachelor of Science, Chemical Engineering
Chevron June 2012 - Present
Chevron October 2010 - June 2012
Chevron 2008 - 2010
KeyBanc Capital Markets 2007 - 2008
PricewaterhouseCoopers LLP 2005 - 2007
BP Exploration and Production 2000 - 2003
Skills
Project Management, Business Development, Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Research, Market Analysis, Mergers, Cross-functional Team..., Business Strategy, Due Diligence, Process Improvement, Business Analysis, Energy, Strategic Planning, Corporate Finance, Risk Management, Pricing, Accounting, Finance, Mergers & Acquisitions, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
Florida A&M University 1996 — 2000
Bachelor of Science, Chemical Engineering
Kurt A's KeyBanc Capital Markets Experience 2005 - November 2007
Job NEWCO
Industry Capital Markets
Experience
NEWCO January 2015 - Present
LAJA Partners Ltd January 2010 - December 2014
Carolina Capital Markets March 2009 - January 2010
Bank Hapoalim, NY Branches November 2007 - March 2009
KeyBanc Capital Markets 2005 - November 2007
H. Rivkin & Company Inc April 2003 - April 2005
Refco Securities 2003 - 2005
Legg Mason September 1999 - March 2003
Jupiter Investments December 1996 - August 1998
Ramoil Mangement Ltd March 1994 - January 1996
Skills
Trading, Equities, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Bonds, Financial Markets, Asset Management, Investments, Structured Products, Securities, Alternative Investments, Options, Mutual Funds, Finance, Financial Modeling, Valuation, Corporate Finance, Risk Management
Education
Lawrence University 1986 — 1990
Bachelor of Arts (BA), Slavic Linguistics
NEWCO January 2015 - Present
LAJA Partners Ltd January 2010 - December 2014
Carolina Capital Markets March 2009 - January 2010
Bank Hapoalim, NY Branches November 2007 - March 2009
KeyBanc Capital Markets 2005 - November 2007
H. Rivkin & Company Inc April 2003 - April 2005
Refco Securities 2003 - 2005
Legg Mason September 1999 - March 2003
Jupiter Investments December 1996 - August 1998
Ramoil Mangement Ltd March 1994 - January 1996
Skills
Trading, Equities, Emerging Markets, Fixed Income, Private Equity, Portfolio Management, Derivatives, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Bonds, Financial Markets, Asset Management, Investments, Structured Products, Securities, Alternative Investments, Options, Mutual Funds, Finance, Financial Modeling, Valuation, Corporate Finance, Risk Management
Education
Lawrence University 1986 — 1990
Bachelor of Arts (BA), Slavic Linguistics
Andrew Vollmer's KeyBanc Capital Markets Experience July 1991 - Present
Job Managing Director/Group Head Consumer & Retail / Financial Sponsors Groups at Key Bank, Investment Banking Division
Industry Capital Markets
Experience
KeyBanc Capital Markets July 1991 - Present
Ameritrust, N.A. 1988 - 1991
Skills
Capital Markets, Investment Banking, Private Equity, Valuation, Leveraged Finance, Mergers, Equities, Financial Modeling, Corporate Finance, Middle Market, Investments, Portfolio Management, LBO, Due Diligence, Capital Raising, Equity Research, Fixed Income, Venture Capital, Asset Managment, Financial Analysis
Education
Miami University 1985 — 1988
BS Business Administration, Economics/Finance
KeyBanc Capital Markets July 1991 - Present
Ameritrust, N.A. 1988 - 1991
Skills
Capital Markets, Investment Banking, Private Equity, Valuation, Leveraged Finance, Mergers, Equities, Financial Modeling, Corporate Finance, Middle Market, Investments, Portfolio Management, LBO, Due Diligence, Capital Raising, Equity Research, Fixed Income, Venture Capital, Asset Managment, Financial Analysis
Education
Miami University 1985 — 1988
BS Business Administration, Economics/Finance
JJ Olszowy's KeyBanc Capital Markets Experience July 1998 - August 2001
Job Senior Vice President at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
Jefferies & Company August 2012 - Present
Schreiner University January 2012 - March 2012
The Seaport Group February 2010 - August 2011
Knight Capital Group January 2008 - February 2010
Charlotte Latin October 2007 - March 2009
Wells Fargo March 2005 - April 2007
Morgan Stanley March 2004 - December 2004
Bank of America September 2001 - February 2004
KeyBanc Capital Markets July 1998 - August 2001
Skills
CDS, Credit Derivatives, Fixed Income, Trading, Fixed Income Sales
Education
Kenyon College 1994 — 1998
Bachelor of Science (BS), Economics
Kenyon College 1994 — 1998
Bachelors of Arts, Economics
KIM MARKO's KeyBanc Capital Markets Experience January 1999 - January 2000
Job Owner at Practically Perfect Vacations
Industry Events Services
Experience
Practically Perfect Vacations August 2012 - Present
Off to Neverland Travel August 2009 - August 2012
Triangle Tech January 2008 - June 2008
Youngs Market Company January 2001 - January 2003
Folio International January 2000 - January 2001
KeyBanc Capital Markets January 1999 - January 2000
KeyBanc Capital Markets January 1999 - January 2000
CompuServe Network Services January 1996 - January 1999
Skills
Microsoft Office, Event Planning, Access, Vacation, Outlook, Disney Vacations, Cruise Lines, Group Vacations, Family Vacations, Norwegian, Royal Caribbean, Carnival, Holland America, Disney, Fundraising, Event Management, Customer Service, Team Leadership, Social Media, Microsoft Word, Team Building, PowerPoint, Theatre, Marketing, Cruises, Process Scheduler, Account Management, Sales, Management, Leisure Travel, Resorts, Trade Shows, Travel Writing, Marketing Strategy, Research, Leadership, Strategic Planning, Travel Planning, Public Speaking, Incentive Travel, Budgets, Leadership Development, Project Planning, Inventory Management, Social Media Marketing, Tourism, Adventure Travel, Car Rental, Marketing Communications, Pricing
Education
John Carroll University 1992 — 1996
BSBA
North Allegheny Senior High School 1989 — 1992
High honors
Practically Perfect Vacations August 2012 - Present
Off to Neverland Travel August 2009 - August 2012
Triangle Tech January 2008 - June 2008
Youngs Market Company January 2001 - January 2003
Folio International January 2000 - January 2001
KeyBanc Capital Markets January 1999 - January 2000
KeyBanc Capital Markets January 1999 - January 2000
CompuServe Network Services January 1996 - January 1999
Skills
Microsoft Office, Event Planning, Access, Vacation, Outlook, Disney Vacations, Cruise Lines, Group Vacations, Family Vacations, Norwegian, Royal Caribbean, Carnival, Holland America, Disney, Fundraising, Event Management, Customer Service, Team Leadership, Social Media, Microsoft Word, Team Building, PowerPoint, Theatre, Marketing, Cruises, Process Scheduler, Account Management, Sales, Management, Leisure Travel, Resorts, Trade Shows, Travel Writing, Marketing Strategy, Research, Leadership, Strategic Planning, Travel Planning, Public Speaking, Incentive Travel, Budgets, Leadership Development, Project Planning, Inventory Management, Social Media Marketing, Tourism, Adventure Travel, Car Rental, Marketing Communications, Pricing
Education
John Carroll University 1992 — 1996
BSBA
North Allegheny Senior High School 1989 — 1992
High honors
Ben Whiting's KeyBanc Capital Markets Experience August 2004 - Present
Job Chemicals & Plastics Investment Banking at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets August 2004 - Present
Ernst & Young May 2001 - August 2004
Skills
Mergers & Acquisitions, Investment Banking, Finance, Mergers, Corporate Finance, Financial Modeling, Valuation, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
Masters of Science, Accountancy
Kent State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
KeyBanc Capital Markets August 2004 - Present
Ernst & Young May 2001 - August 2004
Skills
Mergers & Acquisitions, Investment Banking, Finance, Mergers, Corporate Finance, Financial Modeling, Valuation, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
Masters of Science, Accountancy
Kent State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Brook Bright's KeyBanc Capital Markets Experience May 2001 - Present
Job Equity Trader at KeyBank
Industry Capital Markets
Experience
Keybanc Capital Markets May 2001 - Present
Skills
Series 7, Equities, Equity Trading, Bloomberg, Capital Markets, Asset Management, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Series 7, 24, 55, 63, CFA Level 2 Candidate,..., Securities, Fixed Income, Investments, Portfolio Management, Trading
Education
Kent State University 1993 — 1997
Bachelor's Degree, Finance
Keybanc Capital Markets May 2001 - Present
Skills
Series 7, Equities, Equity Trading, Bloomberg, Capital Markets, Asset Management, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Series 7, 24, 55, 63, CFA Level 2 Candidate,..., Securities, Fixed Income, Investments, Portfolio Management, Trading
Education
Kent State University 1993 — 1997
Bachelor's Degree, Finance
David Knoepp,'s KeyBanc Capital Markets Experience April 2007 - Present
Job Credit Trader
Industry Financial Services
Experience
KeyBanc Capital Markets April 2007 - Present
Fifth Third Bank August 2005 - March 2007
KeyBanc Capital Markets January 1998 - April 2005
Skills
Fixed Income, Credit, Trading, Debt, Capital Markets, Series 7, Bloomberg, Institutional, Investments, Bonds, Securities, Capital
Education
Miami University 1993 — 1997
Bachelor Degree, Business School, Finance, German
Westlake High School 1989 — 1993
KeyBanc Capital Markets April 2007 - Present
Fifth Third Bank August 2005 - March 2007
KeyBanc Capital Markets January 1998 - April 2005
Skills
Fixed Income, Credit, Trading, Debt, Capital Markets, Series 7, Bloomberg, Institutional, Investments, Bonds, Securities, Capital
Education
Miami University 1993 — 1997
Bachelor Degree, Business School, Finance, German
Westlake High School 1989 — 1993
Drew Ashley's KeyBanc Capital Markets Experience July 2013 - Present
Job KeyBanc Capital Markets Leveraged Finance
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2013 - Present
KeyBank May 2006 - July 2013
PPM America 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
Business Development
Education
Miami University 2000 — 2004
Bachelor of Science, Bachelor of Arts, Finance and Political Science
KeyBanc Capital Markets July 2013 - Present
KeyBank May 2006 - July 2013
PPM America 2005 - 2006
Morgan Stanley 2004 - 2005
Skills
Business Development
Education
Miami University 2000 — 2004
Bachelor of Science, Bachelor of Arts, Finance and Political Science
Erik Vaughan, CFA's KeyBanc Capital Markets Experience June 2004 - July 2006
Job Partner at Cleveland Research Company
Industry Financial Services
Experience
Cleveland Research Company July 2006 - Present
Rebuilding Together November 2006 - November 2010
KeyBanc Capital Markets June 2004 - July 2006
Ronin Capital October 2002 - June 2004
Group One Trading, LP June 2000 - October 2002
Skills
Valuation, Equity Research, Equities, Portfolio Management, Financial Modeling, Series 7, Corporate Finance, Series 63, Capital Markets, Financial Analysis, Investments, Investment Banking, Asset Managment, Asset Management, Bloomberg, Options, Competitive Analysis, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 1996 — 2000
BS, Finance and Decision Sciences
Solon High School 1992 — 1996
Cleveland Research Company July 2006 - Present
Rebuilding Together November 2006 - November 2010
KeyBanc Capital Markets June 2004 - July 2006
Ronin Capital October 2002 - June 2004
Group One Trading, LP June 2000 - October 2002
Skills
Valuation, Equity Research, Equities, Portfolio Management, Financial Modeling, Series 7, Corporate Finance, Series 63, Capital Markets, Financial Analysis, Investments, Investment Banking, Asset Managment, Asset Management, Bloomberg, Options, Competitive Analysis, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 1996 — 2000
BS, Finance and Decision Sciences
Solon High School 1992 — 1996
Robert T. Clark's KeyBanc Capital Markets Experience March 2004 - January 2013
Job Managing Director at Canal Pointe Capital
Industry Venture Capital & Private Equity
Experience
Canal Pointe Capital LLC January 2013 - Present
KeyBanc Capital Markets March 2004 - January 2013
Ernst & Young January 2002 - March 2004
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Corporate Development, Equities, Business Valuation
Education
Indiana University
Bachelor of Science (B.S.), Accounting
Canal Pointe Capital LLC January 2013 - Present
KeyBanc Capital Markets March 2004 - January 2013
Ernst & Young January 2002 - March 2004
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Corporate Development, Equities, Business Valuation
Education
Indiana University
Bachelor of Science (B.S.), Accounting
Blaine Mitten's KeyBanc Capital Markets Experience April 2011 - August 2013
Job Treasurer & Financial Analyst at Settoon Towing
Industry Oil & Energy
Experience
Settoon Towing August 2013 - Present
KeyBanc Capital Markets April 2011 - August 2013
KeyBank Capital Markets September 2009 - April 2011
KeyBanc Capital Markets April 2008 - September 2009
KeyBanc Capital Markets April 2006 - April 2008
KeyBanc Capital Markets July 2004 - April 2006
KeyBank April 2003 - July 2004
KeyBank December 2002 - April 2003
Skills
Financial Modeling, Investment Banking, Credit, Commercial Banking, Capital Markets, Valuation, Bloomberg, Business Development, Financial Analysis, Marketing, Pitch Development, Pitch Books, Portfolio Management, Due Diligence, Risk Management, Analysis
Education
Loyola University Maryland 1998 — 2001
BBA, Marketing, Accounting, Finance
Villanova University 1997 — 1998
Settoon Towing August 2013 - Present
KeyBanc Capital Markets April 2011 - August 2013
KeyBank Capital Markets September 2009 - April 2011
KeyBanc Capital Markets April 2008 - September 2009
KeyBanc Capital Markets April 2006 - April 2008
KeyBanc Capital Markets July 2004 - April 2006
KeyBank April 2003 - July 2004
KeyBank December 2002 - April 2003
Skills
Financial Modeling, Investment Banking, Credit, Commercial Banking, Capital Markets, Valuation, Bloomberg, Business Development, Financial Analysis, Marketing, Pitch Development, Pitch Books, Portfolio Management, Due Diligence, Risk Management, Analysis
Education
Loyola University Maryland 1998 — 2001
BBA, Marketing, Accounting, Finance
Villanova University 1997 — 1998
Peter Jacobson's KeyBanc Capital Markets Experience September 2004 - March 2008
Job CFO at National Entertainment Network
Industry Information Technology and Services
Experience
National Entertainment Network November 2012 - Present
Productive Data Solutions April 2008 - November 2012
KeyBanc Capital Markets September 2004 - March 2008
Siebel Systems 2001 - 2003
Moai Technologies 1998 - 2001
Education
Stanford University Graduate School of Business 1996 — 1998
Harvard University 1987 — 1991
National Entertainment Network November 2012 - Present
Productive Data Solutions April 2008 - November 2012
KeyBanc Capital Markets September 2004 - March 2008
Siebel Systems 2001 - 2003
Moai Technologies 1998 - 2001
Education
Stanford University Graduate School of Business 1996 — 1998
Harvard University 1987 — 1991
elizabeth malone's KeyBanc Capital Markets Experience 2005 - 2008
Job AmTrust Financial
Industry Investment Banking
Experience
AmTrust Financial Services, Inc. (AFSI) August 2011 - Present
Wunderlich Securities January 2009 - August 2011
KeyBanc April 2005 - December 2008
KeyBanc Capital Markets 2005 - 2008
Advest, Inc. February 2001 - December 2005
FBR May 1989 - January 2001
PennCorp Financial Group April 1996 - April 1998
Legg Mason Capital Management February 1994 - March 1996
NAIC 1990 - 1992
Alex. Brown and Sons August 1983 - December 1990
Education
Loyola University Maryland 1985 — 1990
MBA, Finance
University of Virginia 1978 — 1981
AmTrust Financial Services, Inc. (AFSI) August 2011 - Present
Wunderlich Securities January 2009 - August 2011
KeyBanc April 2005 - December 2008
KeyBanc Capital Markets 2005 - 2008
Advest, Inc. February 2001 - December 2005
FBR May 1989 - January 2001
PennCorp Financial Group April 1996 - April 1998
Legg Mason Capital Management February 1994 - March 1996
NAIC 1990 - 1992
Alex. Brown and Sons August 1983 - December 1990
Education
Loyola University Maryland 1985 — 1990
MBA, Finance
University of Virginia 1978 — 1981
Audrey Harris's KeyBanc Capital Markets Experience 1998 - 2006
Job Chief Compliance Officer at Thomas McDonald Partners, LLC
Industry Financial Services
Experience
Thomas McDonald Partners, LLC September 2006 - Present
McDonald Investments, Inc. June 1992 - September 2006
KeyCorp, McDonald Investments, Inc 2004 - 2006
KeyBanc Capital Markets 1998 - 2006
McDonald Investments/Keybank 1992 - 2006
McDonald Financial 1992 - 2006
Skills
Investments, Portfolio Management, Credit, Hedge Funds, Business Development, Loans, Banking, Capital Markets, Equities, Due Diligence, Mergers, Fixed Annuities, Retirement Planning
Education
Lakeland Community College 1978 — 1980
Thomas McDonald Partners, LLC September 2006 - Present
McDonald Investments, Inc. June 1992 - September 2006
KeyCorp, McDonald Investments, Inc 2004 - 2006
KeyBanc Capital Markets 1998 - 2006
McDonald Investments/Keybank 1992 - 2006
McDonald Financial 1992 - 2006
Skills
Investments, Portfolio Management, Credit, Hedge Funds, Business Development, Loans, Banking, Capital Markets, Equities, Due Diligence, Mergers, Fixed Annuities, Retirement Planning
Education
Lakeland Community College 1978 — 1980
Eric Klenz's KeyBanc Capital Markets Experience 2001 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 2001 - Present
Deloitte October 1996 - October 2001
Education
Miami University 1992 — 1996
KeyBanc Capital Markets 2001 - Present
Deloitte October 1996 - October 2001
Education
Miami University 1992 — 1996
Gina Hoover Mee's KeyBanc Capital Markets Experience June 2000 - December 2009
Job Managing Director, Real Estate Syndications at Huntington National Bank
Industry Banking
Experience
Huntington National Bank December 2013 - Present
KeyBank 2012 - 2013
KeyBank 2010 - 2012
KeyBanc Capital Markets June 2000 - December 2009
National City Bank June 1995 - June 2000
Skills
Capital Markets, Real Estate Financing, Commercial Lending, Syndications, Institutional Investors, Credit, Leadership, Structured Finance, Management, Commercial Banking, Leveraged Finance, Investments, Portfolio Management, Finance, Banking, Credit Analysis, Financial Analysis, Loan Origination, Loans, Financial Structuring, Real Estate Economics, Valuation, Asset Management, Commercial Mortgages, Small Business Lending, Private Equity, Investment Banking, Credit Risk, Treasury Management, Relationship Management, Asset Based Lending, Due Diligence
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
MBA, Finance, Marketing
John Carroll University 1991 — 1995
B.S.B.A., Management
Huntington National Bank December 2013 - Present
KeyBank 2012 - 2013
KeyBank 2010 - 2012
KeyBanc Capital Markets June 2000 - December 2009
National City Bank June 1995 - June 2000
Skills
Capital Markets, Real Estate Financing, Commercial Lending, Syndications, Institutional Investors, Credit, Leadership, Structured Finance, Management, Commercial Banking, Leveraged Finance, Investments, Portfolio Management, Finance, Banking, Credit Analysis, Financial Analysis, Loan Origination, Loans, Financial Structuring, Real Estate Economics, Valuation, Asset Management, Commercial Mortgages, Small Business Lending, Private Equity, Investment Banking, Credit Risk, Treasury Management, Relationship Management, Asset Based Lending, Due Diligence
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1998
MBA, Finance, Marketing
John Carroll University 1991 — 1995
B.S.B.A., Management
Chuck Postel's KeyBanc Capital Markets Experience March 1979 - March 2007
Job municipal bond portfolio manager with Stifel Nicolaus' Knall/Cohen Group, Indianapolis/Cleveland
Industry Investment Management
Experience
Stifel Nicolaus September 2008 - Present
KeyBanc Capital Markets March 1979 - March 2007
City Securities Corporation 1987 - 1988
Skills
Series 63, Fixed Income, Alternative Investments, Series 65, Capital Markets, Investment Advisory, Investment Management, Securities, Equities, Mutual Funds, Wealth Management, Investment Banking, Options, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Marietta College 1974 — 1978
B.A., Accounting
Stifel Nicolaus September 2008 - Present
KeyBanc Capital Markets March 1979 - March 2007
City Securities Corporation 1987 - 1988
Skills
Series 63, Fixed Income, Alternative Investments, Series 65, Capital Markets, Investment Advisory, Investment Management, Securities, Equities, Mutual Funds, Wealth Management, Investment Banking, Options, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Financial Analysis
Education
Marietta College 1974 — 1978
B.A., Accounting
John Tomson's KeyBanc Capital Markets Experience September 2009 - December 2010
Job Assistant Project Manager at Toll Brothers
Industry Real Estate
Experience
Toll Brothers January 2014 - Present
Hirtle, Callaghan & Co. December 2010 - January 2014
KeyBanc Capital Markets September 2009 - December 2010
Morgan Stanley June 2006 - September 2009
Morgan Stanley June 2006 - September 2009
Skills
Fixed Income
Education
Villanova University 2010 — 2012
MBA, Finance, Strategic Management & International Business
Loyola University Maryland 2002 — 2006
BBA, Finance
Toll Brothers January 2014 - Present
Hirtle, Callaghan & Co. December 2010 - January 2014
KeyBanc Capital Markets September 2009 - December 2010
Morgan Stanley June 2006 - September 2009
Morgan Stanley June 2006 - September 2009
Skills
Fixed Income
Education
Villanova University 2010 — 2012
MBA, Finance, Strategic Management & International Business
Loyola University Maryland 2002 — 2006
BBA, Finance
Dave Walrod's KeyBanc Capital Markets Experience January 2001 - June 2001
Job Equity Research at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann March 2010 - Present
JNK Securities December 2008 - June 2009
JP Morgan May 2007 - July 2008
Trusco Capital Management July 2005 - April 2007
Trusco Capital Management January 2003 - July 2005
Trusco Capital Management January 2002 - January 2003
KeyBanc Capital Markets January 2001 - June 2001
KeyBanc Capital Markets June 1998 - December 2000
KeyBanc Capital Markets December 1997 - June 1998
KeyBanc Capital Markets November 1996 - December 1997
Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Analysis, Banking, Asset Managment, Mutual Funds, Investment Banking, Securities, Hedge Funds, Risk Management, Financial Modeling, Due Diligence, Asset Allocation, Financial Markets, Derivatives, Bloomberg, Finance, Series 7, Financial Services, Alternative Investments, Investment Strategies, Investment Advisory, Private Equity, Series 63, Asset Management, DCF, Analysis, Trading, Equity Valuation, Portfolio Management, Fixed Income, Equity Trading, Investments, Options, Corporate Finance, Stocks
Education
University of Toledo 1994 — 1996
a Masters, Business Administration; Finance concentration
Miami University 1988 — 1992
a Bachelor of Science degree, a Finance
Ladenburg Thalmann March 2010 - Present
JNK Securities December 2008 - June 2009
JP Morgan May 2007 - July 2008
Trusco Capital Management July 2005 - April 2007
Trusco Capital Management January 2003 - July 2005
Trusco Capital Management January 2002 - January 2003
KeyBanc Capital Markets January 2001 - June 2001
KeyBanc Capital Markets June 1998 - December 2000
KeyBanc Capital Markets December 1997 - June 1998
KeyBanc Capital Markets November 1996 - December 1997
Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Analysis, Banking, Asset Managment, Mutual Funds, Investment Banking, Securities, Hedge Funds, Risk Management, Financial Modeling, Due Diligence, Asset Allocation, Financial Markets, Derivatives, Bloomberg, Finance, Series 7, Financial Services, Alternative Investments, Investment Strategies, Investment Advisory, Private Equity, Series 63, Asset Management, DCF, Analysis, Trading, Equity Valuation, Portfolio Management, Fixed Income, Equity Trading, Investments, Options, Corporate Finance, Stocks
Education
University of Toledo 1994 — 1996
a Masters, Business Administration; Finance concentration
Miami University 1988 — 1992
a Bachelor of Science degree, a Finance
Chris Kleczkowski's KeyBanc Capital Markets Experience October 2004 - December 2008
Job Senior Vice President, Corporate Banking
Industry Banking
Experience
PNC Healthcare April 2011 - Present
Sun National Bank April 2009 - March 2010
KeyBanc Capital Markets October 2004 - December 2008
Fleet Bank 2001 - 2004
Summit Bank 1998 - 2001
CIBC World Markets 1992 - 1998
Westpac 1989 - 1992
Skills
Credit, Commercial Lending, Corporate Finance, Commercial Banking, Capital Markets, Risk Management, Credit Management, Loan Origination, Treasury Management, Public Finance, Banking, Finance, Portfolio Management, Loans, Credit Risk, Financial Analysis, Credit Analysis
Education
James Madison University 1984 — 1988
BBA, Finance
Roxbury High School 1980 — 1984
PNC Healthcare April 2011 - Present
Sun National Bank April 2009 - March 2010
KeyBanc Capital Markets October 2004 - December 2008
Fleet Bank 2001 - 2004
Summit Bank 1998 - 2001
CIBC World Markets 1992 - 1998
Westpac 1989 - 1992
Skills
Credit, Commercial Lending, Corporate Finance, Commercial Banking, Capital Markets, Risk Management, Credit Management, Loan Origination, Treasury Management, Public Finance, Banking, Finance, Portfolio Management, Loans, Credit Risk, Financial Analysis, Credit Analysis
Education
James Madison University 1984 — 1988
BBA, Finance
Roxbury High School 1980 — 1984
Aimee Spuller's KeyBanc Capital Markets Experience March 2005 - Present
Job Sales Trader at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2005 - Present
KeyBank October 2004 - March 2005
Skills
Series 7, Series 63, series 55, Series 24
Education
John Carroll University 2000 — 2004
BSBA, Finance & Economics
KeyBanc Capital Markets March 2005 - Present
KeyBank October 2004 - March 2005
Skills
Series 7, Series 63, series 55, Series 24
Education
John Carroll University 2000 — 2004
BSBA, Finance & Economics
Bill Weston's KeyBanc Capital Markets Experience 2004 - 2007
Job Vice President at KeyBank
Industry Investment Banking
Experience
KeyBank February 2014 - Present
JPMorgan Chase June 2009 - February 2014
KeyBanc Capital Markets 2004 - 2007
Skills
Series 7, Banking, Investments, Financial Markets, Bonds, Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Private Equity, Credit Analysis, Relationship Management, Private Banking, Mergers, Wealth Management..., Hedge Funds, Fixed Income, Trading, Strategic Financial..., Due Diligence, Securities, Bloomberg, Equities, Equity Trading, Portfolio Management, Finance, Financial Services, Financial Analysis, Capital Markets, Financial Modeling, Management
Education
University College Dublin 2007 — 2009
Masters, International Business
Hiram College 2000 — 2004
BA, Political Science
KeyBank February 2014 - Present
JPMorgan Chase June 2009 - February 2014
KeyBanc Capital Markets 2004 - 2007
Skills
Series 7, Banking, Investments, Financial Markets, Bonds, Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Asset Allocation, Private Equity, Credit Analysis, Relationship Management, Private Banking, Mergers, Wealth Management..., Hedge Funds, Fixed Income, Trading, Strategic Financial..., Due Diligence, Securities, Bloomberg, Equities, Equity Trading, Portfolio Management, Finance, Financial Services, Financial Analysis, Capital Markets, Financial Modeling, Management
Education
University College Dublin 2007 — 2009
Masters, International Business
Hiram College 2000 — 2004
BA, Political Science
Clinton Brewer, CFA's KeyBanc Capital Markets Experience 2006 - 2007
Job Portfolio Manager at Meeder Financial
Industry Investment Management
Experience
Meeder Financial June 2008 - Present
FTN Midwest Securities 2007 - 2008
KeyBanc Capital Markets 2006 - 2007
FTN Midwest Securities 2004 - 2006
Skills
Equity Research, Equities, Investments, Valuation, Equity Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Securities, Mutual Funds, Investment Advisory, Due Diligence, Financial Analysis, Investment Strategies, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking & Finance
Miami University
B.S., Finance
Meeder Financial June 2008 - Present
FTN Midwest Securities 2007 - 2008
KeyBanc Capital Markets 2006 - 2007
FTN Midwest Securities 2004 - 2006
Skills
Equity Research, Equities, Investments, Valuation, Equity Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Securities, Mutual Funds, Investment Advisory, Due Diligence, Financial Analysis, Investment Strategies, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Banking & Finance
Miami University
B.S., Finance
Jay Meagrow's KeyBanc Capital Markets Experience February 2013 - Present
Job Managing Director Equity Trading at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets February 2013 - Present
KeyBanc Capital Markets September 1992 - Present
Skills
Bloomberg, Capital Markets, Equities, Equity Trading, Investments, Series 7
Education
Miami University 1988 — 1992
Bachelors, Finance
KeyBanc Capital Markets February 2013 - Present
KeyBanc Capital Markets September 1992 - Present
Skills
Bloomberg, Capital Markets, Equities, Equity Trading, Investments, Series 7
Education
Miami University 1988 — 1992
Bachelors, Finance
Jeff Hunkele's KeyBanc Capital Markets Experience August 2009 - September 2011
Job Senior Vice President, Senior Banker at KeyBank Real Estate Capital
Industry Commercial Real Estate
Experience
KeyBank Real Estate Capital October 2011 - Present
KeyBanc Capital Markets August 2009 - September 2011
KeyBank April 2009 - July 2009
KeyBank Real Estate Capital October 2003 - March 2009
KeyBank Real Estate Capital September 2002 - September 2003
KeyBank Real Estate Capital October 1999 - August 2002
KeyBank June 1998 - September 1999
Skills
Portfolio Management, Loans, Credit, Finance, Mergers & Acquisitions, Capital Markets, Private Equity, Credit Risk, Structured Finance, Commercial Banking, Financial Structuring, Real Estate, Commercial Real Estate, Investment Properties, Hedge Funds, Management, Financial Risk, CRM, Negotiation, Leveraged Finance, Mergers, Asset Management, Valuation, Due Diligence, Real Estate Economics, Financial Analysis, Investments, Financial Modeling, Banking
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance and International Business
John Carroll University 1994 — 1998
BSBA, Finance
Upper St. Clair HS 1990 — 1994
KeyBank Real Estate Capital October 2011 - Present
KeyBanc Capital Markets August 2009 - September 2011
KeyBank April 2009 - July 2009
KeyBank Real Estate Capital October 2003 - March 2009
KeyBank Real Estate Capital September 2002 - September 2003
KeyBank Real Estate Capital October 1999 - August 2002
KeyBank June 1998 - September 1999
Skills
Portfolio Management, Loans, Credit, Finance, Mergers & Acquisitions, Capital Markets, Private Equity, Credit Risk, Structured Finance, Commercial Banking, Financial Structuring, Real Estate, Commercial Real Estate, Investment Properties, Hedge Funds, Management, Financial Risk, CRM, Negotiation, Leveraged Finance, Mergers, Asset Management, Valuation, Due Diligence, Real Estate Economics, Financial Analysis, Investments, Financial Modeling, Banking
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance and International Business
John Carroll University 1994 — 1998
BSBA, Finance
Upper St. Clair HS 1990 — 1994
Keith Buchanan's KeyBanc Capital Markets Experience August 2015 - Present
Job Managing Director and Head of Oil & Gas Investment Banking at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets August 2015 - Present
Scotiabank Global Banking and Markets May 2006 - August 2015
Banc of America Securities June 1999 - May 2006
NationsBank September 1994 - June 1999
Credit Lyonnais February 1992 - September 1994
Skills
Energy, Financial Modeling, Corporate Finance, Capital Markets, Investment Banking, Banking, Portfolio Management, Financial Structuring, Due Diligence, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Project Finance
Education
Jones Graduate School of Business, Rice University 1987 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
BA, Chemistry
KeyBanc Capital Markets August 2015 - Present
Scotiabank Global Banking and Markets May 2006 - August 2015
Banc of America Securities June 1999 - May 2006
NationsBank September 1994 - June 1999
Credit Lyonnais February 1992 - September 1994
Skills
Energy, Financial Modeling, Corporate Finance, Capital Markets, Investment Banking, Banking, Portfolio Management, Financial Structuring, Due Diligence, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Project Finance
Education
Jones Graduate School of Business, Rice University 1987 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
BA, Chemistry
Chris Saltis's KeyBanc Capital Markets Experience July 2008 - June 2012
Job Real Estate Investment Professional
Industry Investment Management
Experience
Singerman Real Estate, LLC August 2015 - Present
Harvard Management Company June 2012 - July 2015
KeyBanc Capital Markets July 2008 - June 2012
Education
Miami University 2004 — 2008
Bachelor’s Degree
Singerman Real Estate, LLC August 2015 - Present
Harvard Management Company June 2012 - July 2015
KeyBanc Capital Markets July 2008 - June 2012
Education
Miami University 2004 — 2008
Bachelor’s Degree
Daniel Zappala's KeyBanc Capital Markets Experience November 2009 - May 2014
Job Tradeweb Direct
Industry Financial Services
Experience
Tradeweb October 2014 - Present
KeyBanc Capital Markets November 2009 - May 2014
KeyBanc Capital Markets November 2009 - March 2011
Morgan Keegan February 2008 - October 2009
Skills
Fixed Income, Investments, Securities, Bonds, Bloomberg, Credit, Series 7, Capital Markets
Education
James Madison University
Bachelor's degree, Political Science and Government
Tradeweb October 2014 - Present
KeyBanc Capital Markets November 2009 - May 2014
KeyBanc Capital Markets November 2009 - March 2011
Morgan Keegan February 2008 - October 2009
Skills
Fixed Income, Investments, Securities, Bonds, Bloomberg, Credit, Series 7, Capital Markets
Education
James Madison University
Bachelor's degree, Political Science and Government
Jill McAuley's KeyBanc Capital Markets Experience May 1999 - Present
Job Managing Editor, Equity Research at KeyBanc Capital Markets
Industry Writing and Editing
Experience
KeyBanc Capital Markets May 1999 - Present
Skills
Editing, Publishing, Publications, Management, Valuation, Lotus Notes, Microsoft Word, Internal Communications
Education
John Carroll University 1995 — 1999
Bachelor of Arts, English, Spanish
KeyBanc Capital Markets May 1999 - Present
Skills
Editing, Publishing, Publications, Management, Valuation, Lotus Notes, Microsoft Word, Internal Communications
Education
John Carroll University 1995 — 1999
Bachelor of Arts, English, Spanish
Marcel Mylen's KeyBanc Capital Markets Experience November 2012 - Present
Job Chief Administrator Officer KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets November 2012 - Present
KeyBanc Capital Markets May 1995 - November 2012
KeyBanc Capital Markets 1992 - 1995
Skills
Equities, Fixed Income, Capital Markets, Series 7, Portfolio Management, Foreign Exchange, Trading, Equity Trading, Bloomberg, Financial Analysis, Financial Modeling, Investment Banking, Investments, Securities
Education
John Carroll University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Saint Ignatius High School 1987 — 1991
KeyBanc Capital Markets November 2012 - Present
KeyBanc Capital Markets May 1995 - November 2012
KeyBanc Capital Markets 1992 - 1995
Skills
Equities, Fixed Income, Capital Markets, Series 7, Portfolio Management, Foreign Exchange, Trading, Equity Trading, Bloomberg, Financial Analysis, Financial Modeling, Investment Banking, Investments, Securities
Education
John Carroll University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Saint Ignatius High School 1987 — 1991
Elizabeth B.J. Brothers's KeyBanc Capital Markets Experience October 2002 - December 2006
Job Executive Assistant at Baker Tilly
Industry Accounting
Experience
Baker Tilly April 2007 - Present
KeyBanc Capital Markets October 2002 - December 2006
Skills
Accounting, Microsoft Excel, Outlook, Microsoft Word, Financial Statements, Financial Reporting, Auditing, Microsoft Office, PowerPoint, Tax Preparation, General Ledger, Tax
Education
Rutgers University 1994 — 1997
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Lock Haven University of Pennsylvania 1992 — 1994
Baker Tilly April 2007 - Present
KeyBanc Capital Markets October 2002 - December 2006
Skills
Accounting, Microsoft Excel, Outlook, Microsoft Word, Financial Statements, Financial Reporting, Auditing, Microsoft Office, PowerPoint, Tax Preparation, General Ledger, Tax
Education
Rutgers University 1994 — 1997
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Lock Haven University of Pennsylvania 1992 — 1994
Ernie Zayicek's KeyBanc Capital Markets Experience July 2003 - April 2005
Job Director Head of Insurance, Financial Institutions North America
Industry Banking
Experience
ING March 2015 - Present
Nomura Securities May 2011 - October 2014
HDT Global July 2010 - December 2010
Credit Suisse June 2007 - June 2010
Sagent Advisors Inc. 2005 - 2007
KeyBanc Capital Markets July 2003 - April 2005
Bear Stearns July 2001 - June 2003
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence
Education
John Carroll University 1997 — 2001
BSBA & BSE, Finance & Economics
ING March 2015 - Present
Nomura Securities May 2011 - October 2014
HDT Global July 2010 - December 2010
Credit Suisse June 2007 - June 2010
Sagent Advisors Inc. 2005 - 2007
KeyBanc Capital Markets July 2003 - April 2005
Bear Stearns July 2001 - June 2003
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence
Education
John Carroll University 1997 — 2001
BSBA & BSE, Finance & Economics
Michael Burrello's KeyBanc Capital Markets Experience August 1996 - June 2011
Job Managing Director BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets June 2011 - Present
KeyBanc Capital Markets August 1996 - June 2011
Education
Kent State University 1979 — 1982
ba, Finance
BMO Capital Markets June 2011 - Present
KeyBanc Capital Markets August 1996 - June 2011
Education
Kent State University 1979 — 1982
ba, Finance
Robert Misencik's KeyBanc Capital Markets Experience May 2013 - Present
Job Associate, Private Loan Management at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets May 2013 - Present
KeyBank August 2011 - May 2013
Victory Capital April 2010 - July 2011
Kirtland Country Club April 2001 - July 2011
Skills
Forecasting, Finance, Personal Finance, Credit Risk, Macroeconomics, Accounting, Equity Research, Analysis, Due Diligence, Equities, Leadership, Management, Portfolio Management, Financial Modeling, Financial Analysis, Valuation, Investments, Banking
Education
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration, Finance
KeyBanc Capital Markets May 2013 - Present
KeyBank August 2011 - May 2013
Victory Capital April 2010 - July 2011
Kirtland Country Club April 2001 - July 2011
Skills
Forecasting, Finance, Personal Finance, Credit Risk, Macroeconomics, Accounting, Equity Research, Analysis, Due Diligence, Equities, Leadership, Management, Portfolio Management, Financial Modeling, Financial Analysis, Valuation, Investments, Banking
Education
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Amanda Barcelo's KeyBanc Capital Markets Experience November 2012 - August 2014
Job Buying Intern at Escada US Subco LLC
Industry Apparel & Fashion
Experience
Escada US Subco LLC January 2015 - Present
Escada US Subco LLC September 2014 - December 2014
KeyBanc Capital Markets November 2012 - August 2014
KeyBank July 2012 - October 2012
HSBC July 2009 - July 2012
Education
LIM College 2014 — 2015
Master's Degree, Fashion Merchandising & Retail Management
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Granada 2011 — 2011
Study Abroad, Spanish and Economics
Aquinas Institute 2004 — 2008
Escada US Subco LLC January 2015 - Present
Escada US Subco LLC September 2014 - December 2014
KeyBanc Capital Markets November 2012 - August 2014
KeyBank July 2012 - October 2012
HSBC July 2009 - July 2012
Education
LIM College 2014 — 2015
Master's Degree, Fashion Merchandising & Retail Management
Saint John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Finance
University of Granada 2011 — 2011
Study Abroad, Spanish and Economics
Aquinas Institute 2004 — 2008
Andrew Belsky's KeyBanc Capital Markets Experience August 2015 - Present
Job Assistant Vice President Municipal Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2015 - Present
Rosemawr Management LLC April 2013 - August 2015
TD Securities February 2012 - April 2013
Goldman Sachs June 2011 - August 2011
William Blair and Company June 2010 - June 2010
Skills
Public Finance, Policy Analysis, Economic Research, Stata, Microsoft Office, Microsoft Excel
Education
Indiana University Bloomington 2010 — 2012
MPA, Public Finance
Indiana University Bloomington 2007 — 2011
B.S. in Public Affairs, Public Finance
KeyBanc Capital Markets August 2015 - Present
Rosemawr Management LLC April 2013 - August 2015
TD Securities February 2012 - April 2013
Goldman Sachs June 2011 - August 2011
William Blair and Company June 2010 - June 2010
Skills
Public Finance, Policy Analysis, Economic Research, Stata, Microsoft Office, Microsoft Excel
Education
Indiana University Bloomington 2010 — 2012
MPA, Public Finance
Indiana University Bloomington 2007 — 2011
B.S. in Public Affairs, Public Finance
Harris Drantch's KeyBanc Capital Markets Experience July 2010 - March 2011
Job Finance/Strategy Fellow at CipherHealth
Industry Venture Capital & Private Equity
Experience
CipherHealth May 2015 - Present
Wafra Partners LLC March 2014 - March 2015
Wafra Partners LLC October 2012 - March 2014
Cain Brothers March 2011 - September 2012
KeyBanc Capital Markets July 2010 - March 2011
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA Candidate, Health Care Management
Indiana University - Kelley School of Business 2006 — 2010
Bachelors, Finance
CipherHealth May 2015 - Present
Wafra Partners LLC March 2014 - March 2015
Wafra Partners LLC October 2012 - March 2014
Cain Brothers March 2011 - September 2012
KeyBanc Capital Markets July 2010 - March 2011
Education
University of Pennsylvania - The Wharton School 2015 — 2017
MBA Candidate, Health Care Management
Indiana University - Kelley School of Business 2006 — 2010
Bachelors, Finance
Jonah Schutzman's KeyBanc Capital Markets Experience July 2012 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - August 2011
Basswood Partners May 2010 - July 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - August 2011
Basswood Partners May 2010 - July 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance
Josh Pokrzywinski's KeyBanc Capital Markets Experience August 2007 - August 2010
Job Director at The Buckingham Research Group
Industry
Experience
The Buckingham Research Group July 2014 - Present
MKM Partners September 2010 - July 2014
KeyBanc Capital Markets August 2007 - August 2010
Skills
Capital Markets, Equities, Bloomberg, Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Securities, Equity Valuation, Series 7, Financial Analysis
Education
Indiana University Bloomington
BS, Business/Managerial Economics
The Buckingham Research Group July 2014 - Present
MKM Partners September 2010 - July 2014
KeyBanc Capital Markets August 2007 - August 2010
Skills
Capital Markets, Equities, Bloomberg, Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Securities, Equity Valuation, Series 7, Financial Analysis
Education
Indiana University Bloomington
BS, Business/Managerial Economics
Gale Fondren's KeyBanc Capital Markets Experience July 2004 - October 2008
Job Administrative Coordinator at Cleveland State University
Industry Financial Services
Experience
Cleveland State University September 2012 - Present
BNY Mellon 2008 - 2011
KeyBanc Capital Markets July 2004 - October 2008
KeyBank 1996 - 2001
Education
Indiana Wesleyan University
Bachelor of Science (BS), Management
Cleveland State University September 2012 - Present
BNY Mellon 2008 - 2011
KeyBanc Capital Markets July 2004 - October 2008
KeyBank 1996 - 2001
Education
Indiana Wesleyan University
Bachelor of Science (BS), Management
Sterling Morris II's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Kohl's Department Stores August 2013 - June 2015
Youngstown State University September 2014 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
FEIC Financial, Inc. January 2014 - May 2014
FirstEnergy May 2013 - August 2013
Mahoning County Country Club May 2012 - August 2013
McDonald's Corporation July 2010 - August 2013
Kent State University August 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Strategic Thinking, Critical Thinking, Leadership, Teamwork, Sales, Food, Microsoft Office, Customer Service, Program Management, Public Speaking, Event Planning, Research, Windows, Facebook, English
Education
Youngstown State University 2012 — 2015
Bachelor of Science in Business Administration, Finance and Accounting, Junior
Kent State University 2011 — 2012
Accounting and Finance, Sophmore
KeyBanc Capital Markets July 2015 - Present
Kohl's Department Stores August 2013 - June 2015
Youngstown State University September 2014 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
FEIC Financial, Inc. January 2014 - May 2014
FirstEnergy May 2013 - August 2013
Mahoning County Country Club May 2012 - August 2013
McDonald's Corporation July 2010 - August 2013
Kent State University August 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Strategic Thinking, Critical Thinking, Leadership, Teamwork, Sales, Food, Microsoft Office, Customer Service, Program Management, Public Speaking, Event Planning, Research, Windows, Facebook, English
Education
Youngstown State University 2012 — 2015
Bachelor of Science in Business Administration, Finance and Accounting, Junior
Kent State University 2011 — 2012
Accounting and Finance, Sophmore
Craig Deering's KeyBanc Capital Markets Experience April 1997 - April 2005
Job Managing Director at B&F Capital Markets
Industry Banking
Experience
B&F Capital Markets April 2005 - Present
KeyBanc Capital Markets April 1997 - April 2005
Education
Miami University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
B&F Capital Markets April 2005 - Present
KeyBanc Capital Markets April 1997 - April 2005
Education
Miami University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Brian Rayle, CFA's KeyBanc Capital Markets Experience April 2006 - April 2007
Job CEO at Libertatis Consulting (Investor Relations Consulting)
Industry Financial Services
Experience
Libertatis Consulting January 2014 - Present
Dix & Eaton May 2013 - December 2013
Northcoast Research April 2009 - April 2013
FTN Midwest Securities April 2007 - April 2009
Keybanc Capital Markets April 2006 - April 2007
FTN Midwest Securities June 2003 - April 2006
FTN Midwest Securities May 2000 - June 2003
Skills
Investor Relations, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Investments, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Series 7
Education
Case Western Reserve University 2003 — 2005
Master of Business Administration (MBA), Banking and Finance
Miami University 1997 — 2000
Bachelor's degree, Double Major – Economics and Finance
Libertatis Consulting January 2014 - Present
Dix & Eaton May 2013 - December 2013
Northcoast Research April 2009 - April 2013
FTN Midwest Securities April 2007 - April 2009
Keybanc Capital Markets April 2006 - April 2007
FTN Midwest Securities June 2003 - April 2006
FTN Midwest Securities May 2000 - June 2003
Skills
Investor Relations, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Investments, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Series 7
Education
Case Western Reserve University 2003 — 2005
Master of Business Administration (MBA), Banking and Finance
Miami University 1997 — 2000
Bachelor's degree, Double Major – Economics and Finance
Carl Jordan's KeyBanc Capital Markets Experience July 2002 - December 2005
Job Senior Vice President, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2005 - Present
KeyBanc Capital Markets July 2002 - December 2005
Bank of America November 1994 - July 2002
Continental Bank June 1981 - November 1994
Skills
Corporate Finance, Capital Markets, Financial Analysis, Banking, Lending, Private Equity, Investment Banking, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Management, Derivatives, Accounting, Portfolio Management
Education
Loyola University Chicago
Lewis University
JPMorgan Chase & Co. December 2005 - Present
KeyBanc Capital Markets July 2002 - December 2005
Bank of America November 1994 - July 2002
Continental Bank June 1981 - November 1994
Skills
Corporate Finance, Capital Markets, Financial Analysis, Banking, Lending, Private Equity, Investment Banking, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Management, Derivatives, Accounting, Portfolio Management
Education
Loyola University Chicago
Lewis University
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial