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
Karl Ackerman, CFA Karl Ackerman, CFA's KeyBanc Capital Markets Experience November 2009 - July 2012
Job Research Associate at Cowen and Company
Industry Capital Markets
Experience
Cowen and Company January 2015 - Present
RBC Capital Markets July 2012 - January 2015
KeyBanc Capital Markets November 2009 - July 2012
KeyBanc Capital Markets 2008 - 2012
Victory Capital Management June 2007 - August 2007
Skills
Security Analysis, Equity Valuation, Equity Research, Financial Modeling, Industry Analysis, Valuation, Financial Analysis, Equities, Capital Markets
Education
Ohio University 2004 — 2008
BBA, Finance; Business Economics
Cowen and Company January 2015 - Present
RBC Capital Markets July 2012 - January 2015
KeyBanc Capital Markets November 2009 - July 2012
KeyBanc Capital Markets 2008 - 2012
Victory Capital Management June 2007 - August 2007
Skills
Security Analysis, Equity Valuation, Equity Research, Financial Modeling, Industry Analysis, Valuation, Financial Analysis, Equities, Capital Markets
Education
Ohio University 2004 — 2008
BBA, Finance; Business Economics
Stephen Panning Stephen Panning's KeyBanc Capital Markets Experience May 2010 - May 2013
Job Director Equity Sales Trading at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2010 - May 2013
Merrill Lynch July 2000 - January 2009
Bank of America Securities (Montgomery Securities) February 1999 - April 2000
Bank of America February 1994 - May 1997
Continental Insurance Company July 1992 - February 1994
Skills
Derivatives, Equity Trading, Hedge Funds, Investment Strategies, Options, Portfolio Management, Prime Brokerage, Risk Management, Trading, Valuation, Equities, Private Equity, Series 63, Series 7, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Economics, Strategy
Syracuse University 1988 — 1992
Bachelors of Science, Management, Economics
KeyBanc Capital Markets May 2010 - May 2013
Merrill Lynch July 2000 - January 2009
Bank of America Securities (Montgomery Securities) February 1999 - April 2000
Bank of America February 1994 - May 1997
Continental Insurance Company July 1992 - February 1994
Skills
Derivatives, Equity Trading, Hedge Funds, Investment Strategies, Options, Portfolio Management, Prime Brokerage, Risk Management, Trading, Valuation, Equities, Private Equity, Series 63, Series 7, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Economics, Strategy
Syracuse University 1988 — 1992
Bachelors of Science, Management, Economics
Troy Kent Troy Kent's KeyBanc Capital Markets Experience January 2015 - Present
Job
Industry Financial Services
Experience
KeyBanc Capital Markets January 2015 - Present
Pacific Crest Securities September 2010 - January 2015
Solberg Adams LLC October 2002 - June 2010
T Business February 1999 - September 2002
Cleveland Indians June 1996 - February 1999
Skills
Cloud Computing, Mobile Devices, Enterprise Software, Telecommunications, VoIP, Integration, SaaS, IP, Disaster Recovery, Managed Services, Troubleshooting, Management, Data Center, Salesforce.com, Strategy, Pre-sales, Leadership, Process Improvement, Active Directory, Enterprise Architecture, Networking, Vendor Management, Firewalls, VPN, Contract Negotiation, Start-ups, Information Technology, Product Management, Strategic Partnerships, Servers, CRM, IT Strategy, Sales, Professional Services, Testing, Business Analysis, Business Development, Cross-functional Team..., Software Development, Security, Mobile Applications, Digital Media, Venture Capital, Program Management
Education
Stanford University 1992 — 1996
BA - Public Policy
Tampa Jesuit 1988 — 1992
KeyBanc Capital Markets January 2015 - Present
Pacific Crest Securities September 2010 - January 2015
Solberg Adams LLC October 2002 - June 2010
T Business February 1999 - September 2002
Cleveland Indians June 1996 - February 1999
Skills
Cloud Computing, Mobile Devices, Enterprise Software, Telecommunications, VoIP, Integration, SaaS, IP, Disaster Recovery, Managed Services, Troubleshooting, Management, Data Center, Salesforce.com, Strategy, Pre-sales, Leadership, Process Improvement, Active Directory, Enterprise Architecture, Networking, Vendor Management, Firewalls, VPN, Contract Negotiation, Start-ups, Information Technology, Product Management, Strategic Partnerships, Servers, CRM, IT Strategy, Sales, Professional Services, Testing, Business Analysis, Business Development, Cross-functional Team..., Software Development, Security, Mobile Applications, Digital Media, Venture Capital, Program Management
Education
Stanford University 1992 — 1996
BA - Public Policy
Tampa Jesuit 1988 — 1992
Eric Johnston Eric Johnston's KeyBanc Capital Markets Experience February 2014 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2014 - Present
KDC Solar August 2013 - February 2014
Federal Deposit Insurance Corporation July 2012 - December 2012
State Street July 2010 - January 2011
Skills
Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Project Finance, Investment Banking, Power Generation, Renewable Energy, Solar Energy, Financial Analysis, Investments, Fixed Income, Microsoft Excel, PowerPoint, Corporate Finance, Currency, Spanish, Market Research
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Business Administration and Economics, Magna Cum Laude
KeyBanc Capital Markets February 2014 - Present
KDC Solar August 2013 - February 2014
Federal Deposit Insurance Corporation July 2012 - December 2012
State Street July 2010 - January 2011
Skills
Mergers & Acquisitions, Debt Capital Markets, Equity Capital Markets, Project Finance, Investment Banking, Power Generation, Renewable Energy, Solar Energy, Financial Analysis, Investments, Fixed Income, Microsoft Excel, PowerPoint, Corporate Finance, Currency, Spanish, Market Research
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Business Administration and Economics, Magna Cum Laude
John P. Morgan, CPA John P. Morgan, CPA's KeyBanc Capital Markets Experience May 2012 - September 2012
Job Corporate Accounting Manager at Chrysler Group, LLC
Industry Automotive
Experience
Chrysler Group LLC 2013 - Present
Clarcor 2012 - 2013
KeyBanc Capital Markets May 2012 - September 2012
General Motors 2011 - 2012
General Motors 2009 - 2011
General Motors 2007 - 2009
Plante & Moran, PLLC 2005 - 2007
Plante & Moran, PLLC 2004 - 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Audits, Financial Accounting, Internal Controls, SEC filings, CPA, Series 7, Mergers & Acquisitions, SEC Filings, Finance, Auditing, Variance Analysis, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Masters of Business Administration, Finance & Economics
Michigan State University - The Eli Broad Graduate School of Management 2001 — 2003
Bachelors, Accounting
Chrysler Group LLC 2013 - Present
Clarcor 2012 - 2013
KeyBanc Capital Markets May 2012 - September 2012
General Motors 2011 - 2012
General Motors 2009 - 2011
General Motors 2007 - 2009
Plante & Moran, PLLC 2005 - 2007
Plante & Moran, PLLC 2004 - 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Audits, Financial Accounting, Internal Controls, SEC filings, CPA, Series 7, Mergers & Acquisitions, SEC Filings, Finance, Auditing, Variance Analysis, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Masters of Business Administration, Finance & Economics
Michigan State University - The Eli Broad Graduate School of Management 2001 — 2003
Bachelors, Accounting
Jill Kranc, SPHR Jill Kranc, SPHR's KeyBanc Capital Markets Experience December 2012 - Present
Job HR Director, KeyBanc Capital Markets. Collaborating for and Building a State of The Art Organization!
Industry Financial Services
Experience
KeyBanc Capital Markets December 2012 - Present
Integra Telecom May 2007 - December 2012
Con-way Enterprise Services May 2006 - May 2007
Integra Telecom August 1999 - May 2006
Southern Pacific Funding Corporation October 1997 - August 1999
University of Oregon March 1997 - September 1997
Skills
Employee Relations, Deferred Compensation, HRIS, Recruiting, Human Resources, Applicant Tracking..., Performance Management, Benefits Administration, Talent Acquisition, Employee Benefits, Talent Management, Team Building, Employee Engagement, Organizational..., Technical Recruiting, Financial Technology
Education
Portland State University
Human Resources Management and Services
University of Oregon
Bachelor’s Degree, Psychology & Business
KeyBanc Capital Markets December 2012 - Present
Integra Telecom May 2007 - December 2012
Con-way Enterprise Services May 2006 - May 2007
Integra Telecom August 1999 - May 2006
Southern Pacific Funding Corporation October 1997 - August 1999
University of Oregon March 1997 - September 1997
Skills
Employee Relations, Deferred Compensation, HRIS, Recruiting, Human Resources, Applicant Tracking..., Performance Management, Benefits Administration, Talent Acquisition, Employee Benefits, Talent Management, Team Building, Employee Engagement, Organizational..., Technical Recruiting, Financial Technology
Education
Portland State University
Human Resources Management and Services
University of Oregon
Bachelor’s Degree, Psychology & Business
Alex Richard Picou Alex Richard Picou's KeyBanc Capital Markets Experience February 2007 - July 2010
Job Managing Director and Senior Banker, J.P. Morgan Private Banking
Industry Investment Management
Experience
J.P. Morgan March 2012 - Present
FBR Capital Markets July 2010 - February 2012
KeyBanc Capital Markets February 2007 - July 2010
Libra Securities LLC February 2003 - February 2007
CIBC Oppenheimer May 1995 - February 2003
Merrill Lynch Capital Markets August 1989 - May 1995
Skills
Debt, Mergers, Lodging, Investment Banking, Strategic Advisory, Financial Services, Investment Advisory, Mergers & Acquisitions, Private Equity, Wealth Management, Restructuring, Management
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA, Finance
University of Pennsylvania Law School 1980 — 1983
JD, Law
Rutgers University-New Brunswick 1976 — 1980
BA, Political Science
Haddon Heights
J.P. Morgan March 2012 - Present
FBR Capital Markets July 2010 - February 2012
KeyBanc Capital Markets February 2007 - July 2010
Libra Securities LLC February 2003 - February 2007
CIBC Oppenheimer May 1995 - February 2003
Merrill Lynch Capital Markets August 1989 - May 1995
Skills
Debt, Mergers, Lodging, Investment Banking, Strategic Advisory, Financial Services, Investment Advisory, Mergers & Acquisitions, Private Equity, Wealth Management, Restructuring, Management
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA, Finance
University of Pennsylvania Law School 1980 — 1983
JD, Law
Rutgers University-New Brunswick 1976 — 1980
BA, Political Science
Haddon Heights
Kenneth Newman Kenneth Newman's KeyBanc Capital Markets Experience January 2014 - Present
Job Senior Equity Research Associate at KeyBanc Capital Markets, Inc.
Industry Financial Services
Experience
KeyBanc Capital Markets January 2014 - Present
PNC Captial Markets LLC August 2011 - January 2014
Brick City Records: Official Ohio University September 2010 - June 2011
Professional Ohio University Fixed Income Management Group September 2010 - June 2011
Ohio University Global Consulting July 2010 - August 2010
Skills
Fixed Income, Market Research, Bloomberg Terminal, Marketing Strategy, Management, Bloomberg, Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Finance, Investment Banking, Investments, Research, Analysis, PowerPoint
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (BBA), Finance and International Business
KeyBanc Capital Markets January 2014 - Present
PNC Captial Markets LLC August 2011 - January 2014
Brick City Records: Official Ohio University September 2010 - June 2011
Professional Ohio University Fixed Income Management Group September 2010 - June 2011
Ohio University Global Consulting July 2010 - August 2010
Skills
Fixed Income, Market Research, Bloomberg Terminal, Marketing Strategy, Management, Bloomberg, Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Finance, Investment Banking, Investments, Research, Analysis, PowerPoint
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (BBA), Finance and International Business
Mary Lau Mary Lau's KeyBanc Capital Markets Experience 2004 - 2007
Job Senior Investment Strategist, Team Lead at PNC
Industry Financial Services
Experience
PNC February 2012 - Present
Astor Asset Management 2010 - 2011
Apple Growth Partners 2008 - March 2010
KeyBanc Capital Markets 2004 - 2007
TradeTheNews 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Leadership, Business Valuation, Valuation, Strategy, Investments, Asset Management, Analysis, Mergers & Acquisitions, Finance, Private Equity, Mergers, Forecasting, Financial Services
Education
Miami University 1997 — 2001
BS, FInance
Regina High School 1994 — 1997
St. Gregory the Great
PNC February 2012 - Present
Astor Asset Management 2010 - 2011
Apple Growth Partners 2008 - March 2010
KeyBanc Capital Markets 2004 - 2007
TradeTheNews 2002 - 2004
Arthur Andersen 2001 - 2002
Skills
Leadership, Business Valuation, Valuation, Strategy, Investments, Asset Management, Analysis, Mergers & Acquisitions, Finance, Private Equity, Mergers, Forecasting, Financial Services
Education
Miami University 1997 — 2001
BS, FInance
Regina High School 1994 — 1997
St. Gregory the Great
Michael Chang Michael Chang's KeyBanc Capital Markets Experience February 2006 - June 2007
Job Director of Corporate Development and Strategic Planning, Pulmuone Foods USA
Industry Food Production
Experience
Pulmuone Foods USA, Inc. May 2012 - Present
Brand Sense Partners May 2011 - March 2012
Cappello Capital Corp. July 2007 - May 2011
KeyBanc Capital Markets February 2006 - June 2007
Morgan Stanley Dean Witter April 2005 - February 2006
Skills
Business Strategy, Financial Modeling, Valuation, Due Diligence, Accounting, Corporate Finance, Acquisitions, Mergers, Corporate Development, Strategic Planning, Capital Markets, Capital Raising, Investment Banking, Private Equity, Mergers & Acquisitions, Private Placements, Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance, International Business
Arcadia High School 1997 — 2001
Pulmuone Foods USA, Inc. May 2012 - Present
Brand Sense Partners May 2011 - March 2012
Cappello Capital Corp. July 2007 - May 2011
KeyBanc Capital Markets February 2006 - June 2007
Morgan Stanley Dean Witter April 2005 - February 2006
Skills
Business Strategy, Financial Modeling, Valuation, Due Diligence, Accounting, Corporate Finance, Acquisitions, Mergers, Corporate Development, Strategic Planning, Capital Markets, Capital Raising, Investment Banking, Private Equity, Mergers & Acquisitions, Private Placements, Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance, International Business
Arcadia High School 1997 — 2001
Janet Isaacson Janet Isaacson's KeyBanc Capital Markets Experience 1994 - 2006
Job Business Development and Sales Professional
Industry Financial Services
Experience
KeyBanc Capital Markets 1994 - 2006
Wells Fargo Bank (formerly First Interstate Bank) 1993 - 1994
Security Pacific Bank 1985 - 1992
Skills
Proven B2B Sales and..., Superior Customer..., Prospecting and Lead..., Sales Proposal and..., Listening Skills/Client..., Cross Selling Experience, Pricing and Contract..., Positive Attitude and..., Start Up/Ground Floor..., U4 in Good Standing, Sales, Credit, Commercial Banking, Investments, Securities, Management, Commercial Lending
Education
Seattle University 1991 — 1993
MBA, Finance
KeyBanc Capital Markets 1994 - 2006
Wells Fargo Bank (formerly First Interstate Bank) 1993 - 1994
Security Pacific Bank 1985 - 1992
Skills
Proven B2B Sales and..., Superior Customer..., Prospecting and Lead..., Sales Proposal and..., Listening Skills/Client..., Cross Selling Experience, Pricing and Contract..., Positive Attitude and..., Start Up/Ground Floor..., U4 in Good Standing, Sales, Credit, Commercial Banking, Investments, Securities, Management, Commercial Lending
Education
Seattle University 1991 — 1993
MBA, Finance
Srdjan Demonjic Srdjan Demonjic's KeyBanc Capital Markets Experience June 2014 - August 2014
Job Student at Ohio University
Industry Financial Services
Experience
Ohio University Student Equity Management Group January 2014 - Present
KeyBanc Capital Markets June 2014 - August 2014
Ohio University Student Equity Management Group September 2013 - January 2014
Retirement Solutions June 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, SQL, Social Media, Finance, Statistics, Time Management, Event Planning, Financial Analysis, Accounting, Research, Leadership, Social Networking, Management, Budgets, Financial Accounting, Marketing, Market Research, Spanish, Financial Modeling
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance; Business Economics
Ohio University Student Equity Management Group January 2014 - Present
KeyBanc Capital Markets June 2014 - August 2014
Ohio University Student Equity Management Group September 2013 - January 2014
Retirement Solutions June 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, SQL, Social Media, Finance, Statistics, Time Management, Event Planning, Financial Analysis, Accounting, Research, Leadership, Social Networking, Management, Budgets, Financial Accounting, Marketing, Market Research, Spanish, Financial Modeling
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance; Business Economics
Jay Salitza Jay Salitza's KeyBanc Capital Markets Experience August 2015 - Present
Job Managing Director Oil & Gas Investment Banking at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets August 2015 - Present
Bank of Nova Scotia May 2010 - July 2015
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2004 - 2006
Bank of America 2001 - 2004
Skills
Loan Origination, Financial Analysis, Energy Industry, Finance, Commercial Banking, Capital Markets, Credit Risk, Credit Analysis, Commercial Lending, Financial Structuring, Portfolio Management, Structured Finance, Credit, Loans, Financial Modeling, Investment Banking
Education
University of Florida 2005 — 2006
Master of Business Administration (M.B.A.), MBA
Southern Illinois University, Edwardsville 1996 — 2001
Bachelor of Science (B.S.), Finance and Economics
KeyBanc Capital Markets August 2015 - Present
Bank of Nova Scotia May 2010 - July 2015
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2004 - 2006
Bank of America 2001 - 2004
Skills
Loan Origination, Financial Analysis, Energy Industry, Finance, Commercial Banking, Capital Markets, Credit Risk, Credit Analysis, Commercial Lending, Financial Structuring, Portfolio Management, Structured Finance, Credit, Loans, Financial Modeling, Investment Banking
Education
University of Florida 2005 — 2006
Master of Business Administration (M.B.A.), MBA
Southern Illinois University, Edwardsville 1996 — 2001
Bachelor of Science (B.S.), Finance and Economics
Scott Norbot's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Student at Purdue University Krannert School of Management
Industry Investment Banking
Experience
Oracle Capital LLC October 2014 - Present
KeyBanc Capital Markets May 2014 - August 2014
KeyBanc Capital Markets May 2013 - August 2013
Village of Monee June 2012 - August 2012
Glenwood Oaks Rib and Chop House October 2009 - August 2011
Olympia Fields Country Club April 2008 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Time Management, Microsoft Office, Financial Analysis, Access, Golf, Teamwork, Sales, Budgets, Accounting, Food & Beverage, Team Leadership, Restaurants, Hospitality, Leadership, Critical Thinking, Event Planning
Education
Purdue University 2011 — 2015
Bachelor's Degree, Management & Finance
Marian Catholic High School 2008 — 2011
High School
Oracle Capital LLC October 2014 - Present
KeyBanc Capital Markets May 2014 - August 2014
KeyBanc Capital Markets May 2013 - August 2013
Village of Monee June 2012 - August 2012
Glenwood Oaks Rib and Chop House October 2009 - August 2011
Olympia Fields Country Club April 2008 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Time Management, Microsoft Office, Financial Analysis, Access, Golf, Teamwork, Sales, Budgets, Accounting, Food & Beverage, Team Leadership, Restaurants, Hospitality, Leadership, Critical Thinking, Event Planning
Education
Purdue University 2011 — 2015
Bachelor's Degree, Management & Finance
Marian Catholic High School 2008 — 2011
High School
Anthony Allio Anthony Allio's KeyBanc Capital Markets Experience June 2006 - June 2012
Job Vice President, Industrial Investment Banking at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2012 - Present
KeyBanc Capital Markets June 2006 - June 2012
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Stephens Inc. June 2012 - Present
KeyBanc Capital Markets June 2006 - June 2012
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Vijay Ramanavarapu Vijay Ramanavarapu's KeyBanc Capital Markets Experience July 2006 - May 2009
Job 2016 MBA Candidate at University of Michigan Ross School of Business
Industry Pharmaceuticals
Experience
Pfizer June 2015 - August 2015
Granules India Limited June 2009 - December 2014
Granules India Limited April 2013 - July 2014
KeyBanc Capital Markets July 2006 - May 2009
Skills
Negotiation, Business Development, Market Research, Corporate Development, Financial Modeling, M&A experience, Valuation, Investment Banking, Financial Analysis, Equities, Business Analysis, Mergers & Acquisitions, Procurement, Data Analysis, Management, Strategy, Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Healthcare Management & Strategy
The Hong Kong University of Science and Technology 2004 — 2004
Finance
The Ohio State University
Bachelor of Arts (B.A.), Political Science
The Ohio State University Fisher College of Business
Bachelor of Business Administration (B.B.A.), Finance
Pfizer June 2015 - August 2015
Granules India Limited June 2009 - December 2014
Granules India Limited April 2013 - July 2014
KeyBanc Capital Markets July 2006 - May 2009
Skills
Negotiation, Business Development, Market Research, Corporate Development, Financial Modeling, M&A experience, Valuation, Investment Banking, Financial Analysis, Equities, Business Analysis, Mergers & Acquisitions, Procurement, Data Analysis, Management, Strategy, Analysis, Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Healthcare Management & Strategy
The Hong Kong University of Science and Technology 2004 — 2004
Finance
The Ohio State University
Bachelor of Arts (B.A.), Political Science
The Ohio State University Fisher College of Business
Bachelor of Business Administration (B.B.A.), Finance
Nicholas Ghattas Nicholas Ghattas's KeyBanc Capital Markets Experience May 2012 - July 2012
Job Analyst at Fundstrat Global Advisors
Industry Capital Markets
Experience
Fundstrat Global Advisors, LLC August 2014 - Present
Northcoast Research July 2013 - August 2014
KeyBanc Capital Markets May 2012 - July 2012
Globis Capital May 2011 - December 2011
Miami University Investment Banking Group January 2011 - December 2011
Brown Gibbons Lang & Company June 2010 - December 2010
Education
Miami University 2009 — 2013
Bachelor of Science, Finance
Fundstrat Global Advisors, LLC August 2014 - Present
Northcoast Research July 2013 - August 2014
KeyBanc Capital Markets May 2012 - July 2012
Globis Capital May 2011 - December 2011
Miami University Investment Banking Group January 2011 - December 2011
Brown Gibbons Lang & Company June 2010 - December 2010
Education
Miami University 2009 — 2013
Bachelor of Science, Finance
Mack Doyle Mack Doyle's KeyBanc Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2014 - Present
Student Equity Management Group September 2011 - January 2014
KeyBanc Capital Markets June 2013 - August 2013
Wells Fargo Advisors Financial Network April 2012 - April 2013
Phi Gamma Nu Professional Business Fraternity January 2011 - September 2012
Simonyi Center June 2012 - July 2012
Skills
Equity Research, Financial Analysis, Accounting, Financial Accounting, Cost Basis Reporting, Fundamental Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Equity Valuation, Bloomberg Terminal, Finance, Data Analysis, Strategy, Analysis, Management, Business Planning, Investments, Investment Banking, Microsoft Office
Education
Ohio University 2010 — 2014
Bachelor of Business Administration, Finance; Accounting
Walsh Jesuit High School 2006 — 2010
KeyBanc Capital Markets July 2014 - Present
Student Equity Management Group September 2011 - January 2014
KeyBanc Capital Markets June 2013 - August 2013
Wells Fargo Advisors Financial Network April 2012 - April 2013
Phi Gamma Nu Professional Business Fraternity January 2011 - September 2012
Simonyi Center June 2012 - July 2012
Skills
Equity Research, Financial Analysis, Accounting, Financial Accounting, Cost Basis Reporting, Fundamental Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Equity Valuation, Bloomberg Terminal, Finance, Data Analysis, Strategy, Analysis, Management, Business Planning, Investments, Investment Banking, Microsoft Office
Education
Ohio University 2010 — 2014
Bachelor of Business Administration, Finance; Accounting
Walsh Jesuit High School 2006 — 2010
Gregory Dawli Gregory Dawli's KeyBanc Capital Markets Experience April 2014 - Present
Job Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets April 2014 - Present
KeyBanc Capital Markets July 2013 - March 2014
KeyBanc Capital Markets June 2012 - January 2013
Skills
Financial Modeling, Valuation, Bloomberg, Bloomberg Terminal, Financial Analysis, Capital Markets, Microsoft Excel, Equity Research, Credit Analysis, Portfolio Management, Securities, Investments, Microsoft Office, PowerPoint, Finance, Microsoft Word, Data Analysis, Corporate Finance, Analysis, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (BS), Finance
Don Bosco Prepatory High School 2005 — 2009
KeyBanc Capital Markets April 2014 - Present
KeyBanc Capital Markets July 2013 - March 2014
KeyBanc Capital Markets June 2012 - January 2013
Skills
Financial Modeling, Valuation, Bloomberg, Bloomberg Terminal, Financial Analysis, Capital Markets, Microsoft Excel, Equity Research, Credit Analysis, Portfolio Management, Securities, Investments, Microsoft Office, PowerPoint, Finance, Microsoft Word, Data Analysis, Corporate Finance, Analysis, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (BS), Finance
Don Bosco Prepatory High School 2005 — 2009
Amy Wintner's KeyBanc Capital Markets Experience November 2013 - June 2014
Job Anayst at K2 Intelligence
Industry Accounting
Experience
K2 Intelligence July 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Crowe Horwath LLP September 2012 - October 2013
Skills
Auditing, Financial Statements, Internal Audit, SAP, Internal Controls, Data Analysis, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Microsoft Office, Account Reconciliation, Management, Cash Flow, Financial Accounting, Microsoft Excel, Actimize, ACL, OFAC
Education
Carlow University 2011 — 2012
Master of Science in Fraud and Forensics, 3.8
Penn State University 2007 — 2011
Bachelor of Science in Accounting, Smeal College of Business
K2 Intelligence July 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Crowe Horwath LLP September 2012 - October 2013
Skills
Auditing, Financial Statements, Internal Audit, SAP, Internal Controls, Data Analysis, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Microsoft Office, Account Reconciliation, Management, Cash Flow, Financial Accounting, Microsoft Excel, Actimize, ACL, OFAC
Education
Carlow University 2011 — 2012
Master of Science in Fraud and Forensics, 3.8
Penn State University 2007 — 2011
Bachelor of Science in Accounting, Smeal College of Business
Jennifer Crall Jennifer Crall's KeyBanc Capital Markets Experience October 2009 - Present
Job Senior Sales Assistant at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets October 2009 - Present
ABN AMRO Bank N.V. 2002 - 2008
Skills
Fixed Income
Education
Miami University 1992 — 1996
Psychology
KeyBanc Capital Markets October 2009 - Present
ABN AMRO Bank N.V. 2002 - 2008
Skills
Fixed Income
Education
Miami University 1992 — 1996
Psychology
Jake Wehner Jake Wehner's KeyBanc Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst Industrials
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2014 - Present
KeyBanc Capital Markets May 2013 - August 2013
Skills
Accounting, Microsoft Office, Financial Modeling, Microsoft Excel, Leadership, Economics, Financial Analysis, PowerPoint, Non-profit Leadership, Collaboration, Investment Banking, Equities, Finance, Valuation, Bloomberg Terminal, Stakeholder Management, Microsoft Word, Mergers & Acquisitions, Public Speaking, Access, PHP, MySQL, HTML, XHTML, CSS, jQuery, SnL Financial
Education
The Ohio State University 2008 — 2011
BA, Economics
Cleveland State University 2012 — 2014
Master's degree, Accounting
KeyBanc Capital Markets July 2014 - Present
KeyBanc Capital Markets May 2013 - August 2013
Skills
Accounting, Microsoft Office, Financial Modeling, Microsoft Excel, Leadership, Economics, Financial Analysis, PowerPoint, Non-profit Leadership, Collaboration, Investment Banking, Equities, Finance, Valuation, Bloomberg Terminal, Stakeholder Management, Microsoft Word, Mergers & Acquisitions, Public Speaking, Access, PHP, MySQL, HTML, XHTML, CSS, jQuery, SnL Financial
Education
The Ohio State University 2008 — 2011
BA, Economics
Cleveland State University 2012 — 2014
Master's degree, Accounting
Najeeb Ahmed's KeyBanc Capital Markets Experience May 2015 - Present
Job Summer Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2015 - Present
East Bridge Consultancy January 2015 - Present
The Andersons, Inc. June 2014 - August 2014
U.S. House of Representatives 2013 - 2014
Skills
Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Data Analysis, Policy Analysis, Politics, Teamwork, Proofreading, Economics, Finance, PowerPoint, Microsoft Word, SQL, Research, Ruby, Bloomberg Terminal, Financial Analysis
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance, Business Economics
KeyBanc Capital Markets May 2015 - Present
East Bridge Consultancy January 2015 - Present
The Andersons, Inc. June 2014 - August 2014
U.S. House of Representatives 2013 - 2014
Skills
Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Data Analysis, Policy Analysis, Politics, Teamwork, Proofreading, Economics, Finance, PowerPoint, Microsoft Word, SQL, Research, Ruby, Bloomberg Terminal, Financial Analysis
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance, Business Economics
kenneth conte kenneth conte's KeyBanc Capital Markets Experience 1999 - 2001
Job CFO at Universal Well Services
Industry Oil & Energy
Experience
Universal Well Service Holdings, Inc October 2014 - Present
Universal Well Service Holdings, Inc. September 2014 - Present
Tall City Well Service, LP August 2014 - Present
Frontier Oilfield Services, Inc December 2013 - July 2014
Frontier Oilfield Services, Inc August 2013 - July 2014
Frontier Oilfield Services, Inc. January 2012 - July 2014
NYTEX Energy Holdings, Inc. June 2010 - November 2011
National Securities Corporation December 2005 - June 2010
KeyBanc Capital Markets 1999 - 2001
KeyBank 1990 - 1998
Skills
Accounting, Budgets, Risk Management, Financial Modeling, Managerial Finance, Internal Controls, Due Diligence, Business Strategy, Process Improvement, Contract Negotiation, Corporate Finance, Petroleum, Business Planning, Auditing, Negotiation, Change Management, Project Management, Cost Accounting, Energy, Business Development, Mergers & Acquisitions, Financial Analysis, Management, Private Equity, Finance, Financial Reporting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2004
Master of Business Administration (MBA), Accounting and Finance
Niagara University 1976 — 1980
Bachelor of Business Administration (BBA), Accounting and Finance
Universal Well Service Holdings, Inc October 2014 - Present
Universal Well Service Holdings, Inc. September 2014 - Present
Tall City Well Service, LP August 2014 - Present
Frontier Oilfield Services, Inc December 2013 - July 2014
Frontier Oilfield Services, Inc August 2013 - July 2014
Frontier Oilfield Services, Inc. January 2012 - July 2014
NYTEX Energy Holdings, Inc. June 2010 - November 2011
National Securities Corporation December 2005 - June 2010
KeyBanc Capital Markets 1999 - 2001
KeyBank 1990 - 1998
Skills
Accounting, Budgets, Risk Management, Financial Modeling, Managerial Finance, Internal Controls, Due Diligence, Business Strategy, Process Improvement, Contract Negotiation, Corporate Finance, Petroleum, Business Planning, Auditing, Negotiation, Change Management, Project Management, Cost Accounting, Energy, Business Development, Mergers & Acquisitions, Financial Analysis, Management, Private Equity, Finance, Financial Reporting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2004
Master of Business Administration (MBA), Accounting and Finance
Niagara University 1976 — 1980
Bachelor of Business Administration (BBA), Accounting and Finance
Paula Janofsky Paula Janofsky's KeyBanc Capital Markets Experience June 2008 - Present
Job Director of Operations at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2008 - Present
McDonald Investments March 1997 - May 2008
Skills
Account Reconciliation, Asset Management, Banking, Capital Markets, Equities, FINRA, Fixed Income, Internal Audit, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Securities, Series 63, Series 7
Education
Queensborough Community College 1988 — 1993
BS, Accounting and Information Systems
KeyBanc Capital Markets June 2008 - Present
McDonald Investments March 1997 - May 2008
Skills
Account Reconciliation, Asset Management, Banking, Capital Markets, Equities, FINRA, Fixed Income, Internal Audit, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Securities, Series 63, Series 7
Education
Queensborough Community College 1988 — 1993
BS, Accounting and Information Systems
William Hayden William Hayden's KeyBanc Capital Markets Experience March 2013 - Present
Job Chief Compliance Officer, KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2013 - Present
FINRA October 2008 - March 2013
Wachovia 2002 - 2008
US Securities and Exchange Commission 1999 - 2002
Office of the States Attorney for Baltimore County 1994 - 1999
US Navy 1985 - 1992
Skills
FINRA, AML, Securities, Enterprise Risk..., Financial Regulation, Alternative Investments, Compliance, Capital Markets, OFAC, Anti Money Laundering, Regulatory Affairs, Securities Regulation, Equities, Structured Products, Project Management, Due Diligence, Operational Risk, SEC, USA PATRIOT Act, Examination Management, New Product Oversight, Exchange Traded Products, Investment Banking..., Regulatory Examinations, Equity Trading, Supervisory Controls, Bank-Broker Dealer..., Conflicts Management
Education
University of Baltimore 1992 — 1995
Doctor of Law (J.D.)
Miami University 1980 — 1984
Bachelor's degree, International/Global Studies
KeyBanc Capital Markets March 2013 - Present
FINRA October 2008 - March 2013
Wachovia 2002 - 2008
US Securities and Exchange Commission 1999 - 2002
Office of the States Attorney for Baltimore County 1994 - 1999
US Navy 1985 - 1992
Skills
FINRA, AML, Securities, Enterprise Risk..., Financial Regulation, Alternative Investments, Compliance, Capital Markets, OFAC, Anti Money Laundering, Regulatory Affairs, Securities Regulation, Equities, Structured Products, Project Management, Due Diligence, Operational Risk, SEC, USA PATRIOT Act, Examination Management, New Product Oversight, Exchange Traded Products, Investment Banking..., Regulatory Examinations, Equity Trading, Supervisory Controls, Bank-Broker Dealer..., Conflicts Management
Education
University of Baltimore 1992 — 1995
Doctor of Law (J.D.)
Miami University 1980 — 1984
Bachelor's degree, International/Global Studies
Allyson Hickey Spellman Allyson Hickey Spellman's KeyBanc Capital Markets Experience March 2008 - Present
Job Assistant Vice President at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2008 - Present
KeyBanc Capital Markets March 2008 - July 2011
Tishman Construction 2000 - 2002
Education
Roger Williams University 1999 — 2003
KeyBanc Capital Markets March 2008 - Present
KeyBanc Capital Markets March 2008 - July 2011
Tishman Construction 2000 - 2002
Education
Roger Williams University 1999 — 2003
Thomas Rajan Thomas Rajan's KeyBanc Capital Markets Experience May 2004 - May 2012
Job Chief Financial Officer at Rex Energy Corporation
Industry Oil & Energy
Experience
Rex Energy Corporation January 2015 - Present
High View Energy LLC June 2012 - Present
KeyBanc Capital Markets May 2004 - May 2012
Comerica Bank April 2001 - April 2004
XTO Energy January 2000 - December 2000
JPMorgan Chase May 1997 - January 2000
Lockheed Martin July 1991 - May 1995
General Dynamics January 1986 - July 1991
Skills
Oil/Gas Corporate..., Business Development, Program Management, Capital Markets, Investment Banking, Private Equity, Financial Modeling, Mergers, Leveraged Finance, Valuation, Investments, Financial Structuring, Equities, Due Diligence, Syndications, Divestitures, Portfolio Management, Financial Analysis, Strategy, Mergers & Acquisitions, Structured Finance, M&A experience, Energy Industry, Corporate Finance, Acquisitions, Venture Capital, Financial Risk, Oil/Gas, Project Finance, Corporate Development
Education
Texas Tech University 1982 — 1997
MBA, BSEE, Finance, Electrical Engineering
Texas Tech University 1982 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Rex Energy Corporation January 2015 - Present
High View Energy LLC June 2012 - Present
KeyBanc Capital Markets May 2004 - May 2012
Comerica Bank April 2001 - April 2004
XTO Energy January 2000 - December 2000
JPMorgan Chase May 1997 - January 2000
Lockheed Martin July 1991 - May 1995
General Dynamics January 1986 - July 1991
Skills
Oil/Gas Corporate..., Business Development, Program Management, Capital Markets, Investment Banking, Private Equity, Financial Modeling, Mergers, Leveraged Finance, Valuation, Investments, Financial Structuring, Equities, Due Diligence, Syndications, Divestitures, Portfolio Management, Financial Analysis, Strategy, Mergers & Acquisitions, Structured Finance, M&A experience, Energy Industry, Corporate Finance, Acquisitions, Venture Capital, Financial Risk, Oil/Gas, Project Finance, Corporate Development
Education
Texas Tech University 1982 — 1997
MBA, BSEE, Finance, Electrical Engineering
Texas Tech University 1982 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Glen Andrianov Glen Andrianov's KeyBanc Capital Markets Experience June 2006 - September 2006
Job Vice President at Crédit Agricole CIB
Industry Investment Banking
Experience
Credit Agricole CIB May 2009 - Present
Bare Deal LLC April 2010 - April 2011
Banc of America Securities July 2008 - March 2009
Banc of America Securities June 2007 - August 2007
Goldman Sachs September 2006 - November 2006
KeyBanc Capital Markets June 2006 - September 2006
Education
University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Economics, MMSS
Credit Agricole CIB May 2009 - Present
Bare Deal LLC April 2010 - April 2011
Banc of America Securities July 2008 - March 2009
Banc of America Securities June 2007 - August 2007
Goldman Sachs September 2006 - November 2006
KeyBanc Capital Markets June 2006 - September 2006
Education
University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Economics, MMSS
Brett Andress, CFA Brett Andress, CFA's KeyBanc Capital Markets Experience November 2012 - Present
Job Equity Research at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets November 2012 - Present
JPMorgan Asset Management June 2010 - November 2012
Education
Ohio University 2006 — 2010
Accounting, Finance
KeyBanc Capital Markets November 2012 - Present
JPMorgan Asset Management June 2010 - November 2012
Education
Ohio University 2006 — 2010
Accounting, Finance
Brian Gibbons's KeyBanc Capital Markets Experience June 2012 - August 2012
Job Equity Research Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Delta Sigma Pi November 2012 - 2014
Ohio University Student Equity Management Group April 2011 - 2014
Credit Suisse 2013 - August 2013
KeyBanc Capital Markets June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Equity Valuation, Financial Modeling, Equity Research, Financial Analysis, Public Speaking, Social Media, Leadership, Data Analysis, Time Management, Research, Analysis, Market Research, Team Leadership, Management, Portfolio Management, Umbrella Insurance, Endorsements, Animal Husbandry, 4th Dimension
Education
Ohio University 2010 — 2014
Honors Tutorial College Bachelor of Business Administration, Finance and Business Economics
Archbishop Hoban High School 2006 — 2010
Credit Suisse June 2014 - Present
Delta Sigma Pi November 2012 - 2014
Ohio University Student Equity Management Group April 2011 - 2014
Credit Suisse 2013 - August 2013
KeyBanc Capital Markets June 2012 - August 2012
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Equity Valuation, Financial Modeling, Equity Research, Financial Analysis, Public Speaking, Social Media, Leadership, Data Analysis, Time Management, Research, Analysis, Market Research, Team Leadership, Management, Portfolio Management, Umbrella Insurance, Endorsements, Animal Husbandry, 4th Dimension
Education
Ohio University 2010 — 2014
Honors Tutorial College Bachelor of Business Administration, Finance and Business Economics
Archbishop Hoban High School 2006 — 2010
Dina Patel Dina Patel's KeyBanc Capital Markets Experience July 2005 - September 2009
Job Entrepreneur
Industry Apparel & Fashion
Experience
Didi's Wardrobe 2010 - Present
KeyBanc Capital Markets July 2005 - September 2009
National City Bank October 2004 - July 2005
Deutsche Bank September 2000 - February 2003
UBS July 1999 - September 2000
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Due Diligence
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Master of Business Administration (MBA)
University of Michigan 1995 — 1999
Bachelor of Business Administration (BBA)
Didi's Wardrobe 2010 - Present
KeyBanc Capital Markets July 2005 - September 2009
National City Bank October 2004 - July 2005
Deutsche Bank September 2000 - February 2003
UBS July 1999 - September 2000
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Valuation, Mergers, Due Diligence
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Master of Business Administration (MBA)
University of Michigan 1995 — 1999
Bachelor of Business Administration (BBA)
George Lynch George Lynch's KeyBanc Capital Markets Experience 2011 - 2014
Job Hillside Advisors LLC
Industry Investment Management
Experience
Hillside Advisors LLC December 2014 - Present
KeyBanc Capital Markets 2011 - 2014
Invesco Ltd. 2001 - 2010
UBS Securities LLC 1997 - 2001
Salomon Brothers 1990 - 1997
Skills
Valuation, Portfolio Management, Fixed Income, Bonds, Investments, Investment Banking, Emerging Markets, Risk Management, Trading, Credit, High Yield, Capital Markets, Leveraged Finance, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Securities, Finance, Equity Research, Series 7, Structured Finance, Financial Markets, CDS, Private Equity, Options, Mutual Funds, Structured Products, Derivatives, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Structuring, Equity Derivatives, ETFs, Equity Valuation, High Yield Bonds, Corporate Finance, Mergers & Acquisitions
Education
Providence College 1974 — 1978
BS, Finance and Economics
Suffolk University - Sawyer Business School 1978 — 1980
MBA, Finance and Strategy
Hillside Advisors LLC December 2014 - Present
KeyBanc Capital Markets 2011 - 2014
Invesco Ltd. 2001 - 2010
UBS Securities LLC 1997 - 2001
Salomon Brothers 1990 - 1997
Skills
Valuation, Portfolio Management, Fixed Income, Bonds, Investments, Investment Banking, Emerging Markets, Risk Management, Trading, Credit, High Yield, Capital Markets, Leveraged Finance, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Securities, Finance, Equity Research, Series 7, Structured Finance, Financial Markets, CDS, Private Equity, Options, Mutual Funds, Structured Products, Derivatives, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Financial Structuring, Equity Derivatives, ETFs, Equity Valuation, High Yield Bonds, Corporate Finance, Mergers & Acquisitions
Education
Providence College 1974 — 1978
BS, Finance and Economics
Suffolk University - Sawyer Business School 1978 — 1980
MBA, Finance and Strategy
Joseph Parsons Joseph Parsons's KeyBanc Capital Markets Experience October 2005 - April 2006
Job Director of Investments at Greystar
Industry Real Estate
Experience
Greystar March 2014 - Present
USAA Real Estate Company July 2013 - February 2014
USAA Real Estate Company May 2012 - August 2012
State Teachers Retirement System of Ohio August 2008 - June 2011
KeyBank Real Estate Capital April 2006 - August 2008
KeyBanc Capital Markets October 2005 - April 2006
KeyBanc Capital Markets September 2004 - October 2005
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Asset Managment, Investments, Capital Markets, Investment Banking, Portfolio Management, Equities, Real Estate Economics, Equity Research, Real Estate, DCF, Strategy, Investor Relations, Acquisitions, Mutual Funds, Disposition, Real Estate Private..., Financial Structuring
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Real Estate, Finance
Ohio University 2000 — 2004
BBA, Finance, Business Economics
Greystar March 2014 - Present
USAA Real Estate Company July 2013 - February 2014
USAA Real Estate Company May 2012 - August 2012
State Teachers Retirement System of Ohio August 2008 - June 2011
KeyBank Real Estate Capital April 2006 - August 2008
KeyBanc Capital Markets October 2005 - April 2006
KeyBanc Capital Markets September 2004 - October 2005
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Asset Managment, Investments, Capital Markets, Investment Banking, Portfolio Management, Equities, Real Estate Economics, Equity Research, Real Estate, DCF, Strategy, Investor Relations, Acquisitions, Mutual Funds, Disposition, Real Estate Private..., Financial Structuring
Education
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Real Estate, Finance
Ohio University 2000 — 2004
BBA, Finance, Business Economics
Christopher Parisi Christopher Parisi's KeyBanc Capital Markets Experience 2000 - 2004
Job Managing Director and Head of New York Office at Allegiance Capital
Industry Financial Services
Experience
Allegiance Capital Corporation June 2009 - Present
Jefferies & Company March 2005 - February 2009
KeyBanc Capital Markets 2000 - 2004
The Blackstone Group January 1997 - August 1998
Ernst & Young September 1994 - December 1996
Skills
Mergers & Acquisitions, Investment Banking, Capital Raises, Investments, Finance, Management, Restructuring, Banking, Analysis, Private Equity, Recruiting, Valuation, Capital Markets, Venture Capital, Financial Services, Equities, Corporate Development, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
University of Scranton 1990 — 1994
B.S., Accounting
West Essex Regional High School 1986 — 1990
Diploma, General
Allegiance Capital Corporation June 2009 - Present
Jefferies & Company March 2005 - February 2009
KeyBanc Capital Markets 2000 - 2004
The Blackstone Group January 1997 - August 1998
Ernst & Young September 1994 - December 1996
Skills
Mergers & Acquisitions, Investment Banking, Capital Raises, Investments, Finance, Management, Restructuring, Banking, Analysis, Private Equity, Recruiting, Valuation, Capital Markets, Venture Capital, Financial Services, Equities, Corporate Development, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
University of Scranton 1990 — 1994
B.S., Accounting
West Essex Regional High School 1986 — 1990
Diploma, General
Ella Abrahamyan Ella Abrahamyan's KeyBanc Capital Markets Experience May 2005 - January 2006
Job JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase July 2009 - Present
KeyBank July 2003 - May 2009
KeyBanc Capital Markets May 2005 - January 2006
KeyBank NA July 2003 - May 2005
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Lines Of Credit, Credit, Banking, Consumer Lending, SBA, Financial Analysis, Cash Management, Portfolio Management, Leadership, Management, Sales
Education
Seattle Central Community College 2001 — 2003
Associate of Arts, Business Administration
JPMorgan Chase July 2009 - Present
KeyBank July 2003 - May 2009
KeyBanc Capital Markets May 2005 - January 2006
KeyBank NA July 2003 - May 2005
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Lines Of Credit, Credit, Banking, Consumer Lending, SBA, Financial Analysis, Cash Management, Portfolio Management, Leadership, Management, Sales
Education
Seattle Central Community College 2001 — 2003
Associate of Arts, Business Administration
Ore Ajakaiye, MBA, PMP Ore Ajakaiye, MBA, PMP's KeyBanc Capital Markets Experience September 2013 - Present
Job Analyst Healthcare Investment Banking at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets September 2013 - Present
KeyBank July 2012 - September 2013
Highland Hospital February 2012 - June 2012
Snyder Corporation July 2011 - February 2012
APICS October 2010 - October 2011
Digital Surveillance Solutions, Inc. January 2011 - May 2011
University at Buffalo May 2010 - May 2011
University at Buffalo August 2009 - May 2011
University at Buffalo May 2010 - April 2011
Lloyd Anderson January 2004 - July 2008
Skills
Data Analysis, Statistics, Lean Six Sigma, Project Management, Process Improvement, Data Modeling, Microsoft Excel, PMP, Statistical Data..., Management, Business Analysis, Business Intelligence, Contract Management, Public Speaking, Operations Management, Access, Supply Chain, Project Planning, Cross-functional Team..., Six Sigma, Risk Management, Strategic Planning, Strategy, Business Strategy, Analysis, Business Development, Financial Analysis, Forecasting
Education
State University of New York at Buffalo - School of Management 2009 — 2011
Master of Business Administration (MBA)
Monroe Community College
Professional Certification Program, Lean Six Sigma Green Belt Program
KeyBanc Capital Markets September 2013 - Present
KeyBank July 2012 - September 2013
Highland Hospital February 2012 - June 2012
Snyder Corporation July 2011 - February 2012
APICS October 2010 - October 2011
Digital Surveillance Solutions, Inc. January 2011 - May 2011
University at Buffalo May 2010 - May 2011
University at Buffalo August 2009 - May 2011
University at Buffalo May 2010 - April 2011
Lloyd Anderson January 2004 - July 2008
Skills
Data Analysis, Statistics, Lean Six Sigma, Project Management, Process Improvement, Data Modeling, Microsoft Excel, PMP, Statistical Data..., Management, Business Analysis, Business Intelligence, Contract Management, Public Speaking, Operations Management, Access, Supply Chain, Project Planning, Cross-functional Team..., Six Sigma, Risk Management, Strategic Planning, Strategy, Business Strategy, Analysis, Business Development, Financial Analysis, Forecasting
Education
State University of New York at Buffalo - School of Management 2009 — 2011
Master of Business Administration (MBA)
Monroe Community College
Professional Certification Program, Lean Six Sigma Green Belt Program
Brian Blake's KeyBanc Capital Markets Experience May 2011 - July 2011
Job Associate Infrastructure Private Equity at Macquarie Infrastructure and Real Assets
Industry Venture Capital & Private Equity
Experience
Macquarie Infrastructure and Real Assets March 2015 - Present
PNC Riverarch Capital June 2014 - March 2015
PNC Riverarch Capital June 2012 - June 2014
KeyBanc Capital Markets May 2011 - July 2011
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Finance, Structured Finance, Financial Markets, Leveraged Finance, Derivatives, Real Estate Economics, Financial Modeling, Valuation, Capital, Bloomberg, Real Estate Development, Mergers, LBO, Capital IQ, Investment Banking
Education
Emory University 2008 — 2012
BBA, Finance / Real Estate
Singapore Management University 2010 — 2010
Study Abroad, Quantitative Finance
CVCA
Macquarie Infrastructure and Real Assets March 2015 - Present
PNC Riverarch Capital June 2014 - March 2015
PNC Riverarch Capital June 2012 - June 2014
KeyBanc Capital Markets May 2011 - July 2011
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Finance, Structured Finance, Financial Markets, Leveraged Finance, Derivatives, Real Estate Economics, Financial Modeling, Valuation, Capital, Bloomberg, Real Estate Development, Mergers, LBO, Capital IQ, Investment Banking
Education
Emory University 2008 — 2012
BBA, Finance / Real Estate
Singapore Management University 2010 — 2010
Study Abroad, Quantitative Finance
CVCA
Helen France Helen France's KeyBanc Capital Markets Experience OwnerOxford International School of Languages, Savona, ItalyNovember 2007 - Present
Job Managing Director, KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets OwnerOxford International School of Languages, Savona, ItalyNovember 2007 - Present
La Cucina di Via January 2000 - Present
Key Bank January 1979 - Present
KeyBank 1979 - Present
KeyCorp 1979 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Investments, Credit, Management, Banking, Investment Banking, Credit Analysis, Portfolio Management, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Risk Management, Strategic Planning
Education
Smith College 1971 — 1975
BA, Spanish and Portuguese
KeyBanc Capital Markets OwnerOxford International School of Languages, Savona, ItalyNovember 2007 - Present
La Cucina di Via January 2000 - Present
Key Bank January 1979 - Present
KeyBank 1979 - Present
KeyCorp 1979 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Investments, Credit, Management, Banking, Investment Banking, Credit Analysis, Portfolio Management, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Risk Management, Strategic Planning
Education
Smith College 1971 — 1975
BA, Spanish and Portuguese
Jeanne Wehr's KeyBanc Capital Markets Experience June 2004 - September 2008
Job Underwriting Officer at Signature Bank
Industry Banking
Experience
Signature Bank December 2012 - Present
Lake Washington School District May 2011 - Present
The Commerce Bank of Washington June 2012 - December 2012
Bank of America February 2011 - June 2012
Bank of America November 2009 - February 2011
KeyBank September 2008 - May 2009
KeyBanc Capital Markets June 2004 - September 2008
McDonald Investments March 2002 - June 2004
Skills
Financial Analysis, Commercial Banking, Corporate Finance, Business Strategy, Market Research, Underwriting, Credit Analysis, Banking, Syndications, Project Management, Loans, Capital Markets, Investment Banking, Strategy, Commercial Lending, Financial Risk, Finance
Education
Seattle Pacific University - School of Business and Economics 2006 — 2009
MBA, Finance
Whitworth University 1995 — 1999
BA, Economics, International Business, Business Management
Signature Bank December 2012 - Present
Lake Washington School District May 2011 - Present
The Commerce Bank of Washington June 2012 - December 2012
Bank of America February 2011 - June 2012
Bank of America November 2009 - February 2011
KeyBank September 2008 - May 2009
KeyBanc Capital Markets June 2004 - September 2008
McDonald Investments March 2002 - June 2004
Skills
Financial Analysis, Commercial Banking, Corporate Finance, Business Strategy, Market Research, Underwriting, Credit Analysis, Banking, Syndications, Project Management, Loans, Capital Markets, Investment Banking, Strategy, Commercial Lending, Financial Risk, Finance
Education
Seattle Pacific University - School of Business and Economics 2006 — 2009
MBA, Finance
Whitworth University 1995 — 1999
BA, Economics, International Business, Business Management
Zach Adamonis's KeyBanc Capital Markets Experience June 2015 - August 2015
Job Student at Northwestern University
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2015 - August 2015
Wind Point Partners January 2015 - March 2015
Skills
Microsoft Office, Italian, Microsoft Excel, PowerPoint
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics
KeyBanc Capital Markets June 2015 - August 2015
Wind Point Partners January 2015 - March 2015
Skills
Microsoft Office, Italian, Microsoft Excel, PowerPoint
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics
Sarah Stachowiak Sarah Stachowiak's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Student at Ohio Wesleyan University
Industry Accounting
Experience
KeyBanc July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
Skills
Accounting, Financial Accounting, Microsoft Office, Public Speaking
Education
Ohio Wesleyan University 2011 — 2015
Accounting
KeyBanc July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
Skills
Accounting, Financial Accounting, Microsoft Office, Public Speaking
Education
Ohio Wesleyan University 2011 — 2015
Accounting
Jessica Byke Jessica Byke's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets July 2015 - Present
KIND July 2014 - May 2015
Atlantic Tool & Die Co May 2014 - August 2014
Sherwin Williams July 2013 - August 2013
David's Bridal May 2012 - May 2013
Abercrombie & Fitch May 2011 - May 2012
Skills
Social Media, Customer Service, Conflict Resolution, Member Development, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Teamwork, Research, Time Management, Microsoft Word, Sales, Marketing, Social Media Marketing, Business Networking, Leadership
Education
Miami University 2011 — 2015
Bachelor's Degree, Marketing Major, Information Systems Minor, Senior
Miami University John E. Dolibois European Center - Luxembourg 2013 — 2013
Sustainability in Marketing, E-Commerce
KeyBanc Capital Markets July 2015 - Present
KIND July 2014 - May 2015
Atlantic Tool & Die Co May 2014 - August 2014
Sherwin Williams July 2013 - August 2013
David's Bridal May 2012 - May 2013
Abercrombie & Fitch May 2011 - May 2012
Skills
Social Media, Customer Service, Conflict Resolution, Member Development, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Teamwork, Research, Time Management, Microsoft Word, Sales, Marketing, Social Media Marketing, Business Networking, Leadership
Education
Miami University 2011 — 2015
Bachelor's Degree, Marketing Major, Information Systems Minor, Senior
Miami University John E. Dolibois European Center - Luxembourg 2013 — 2013
Sustainability in Marketing, E-Commerce
Andy Kirchner Andy Kirchner's KeyBanc Capital Markets Experience March 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2015 - Present
KeyBanc Capital Markets September 2014 - March 2015
Penn State University August 2012 - December 2013
KeyBanc Capital Markets May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Fitness Consulting, Teamwork, Time Management, Customer Service, Leadership, Critical Thinking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics Minor
Holy Name High School 2006 — 2010
KeyBanc Capital Markets March 2015 - Present
KeyBanc Capital Markets September 2014 - March 2015
Penn State University August 2012 - December 2013
KeyBanc Capital Markets May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Fitness Consulting, Teamwork, Time Management, Customer Service, Leadership, Critical Thinking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics Minor
Holy Name High School 2006 — 2010
Megan Cotton Megan Cotton's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Financial Services Assurance Intern at EY
Industry Accounting
Experience
EY January 2015 - March 2015
KeyBanc Capital Markets May 2014 - August 2014
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Reporting, Auditing, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Income Tax, Internal Controls, Teamwork, Customer Service, Bookkeeping, Research, English, IFRS, Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Science (MS), Accounting
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Bachelor of Fine Arts (BFA), Accounting, Dance, 3.9
EY January 2015 - March 2015
KeyBanc Capital Markets May 2014 - August 2014
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Reporting, Auditing, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Income Tax, Internal Controls, Teamwork, Customer Service, Bookkeeping, Research, English, IFRS, Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Science (MS), Accounting
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Bachelor of Fine Arts (BFA), Accounting, Dance, 3.9
Phitsanu (Jojo) Kochaphum Phitsanu (Jojo) Kochaphum's KeyBanc Capital Markets Experience July 2015 - Present
Job Director, Corporate & Investment Banking
Industry Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Bank of the West August 2005 - July 2015
GMAC Commercial Finance 2002 - 2005
Macromedia 2000 - 2001
GE Commercial Finance 1996 - 2000
Sanwa Bank 1992 - 1996
Skills
Credit Analysis, Commercial Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Credit, Portfolio Management, Underwriting, Credit Risk, Small Business Lending, Financial Analysis, Cash Management, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, Loan Origination, Mergers, Mortgage Lending, Relationship Management, Treasury Management
Education
Pacific Coast Banking School (University of Washington) 2008 — 2010
San Francisco State University 1992 — 1995
MA, Applied Economics
University of California, Berkeley 1986 — 1990
BA, Economics
KeyBanc Capital Markets July 2015 - Present
Bank of the West August 2005 - July 2015
GMAC Commercial Finance 2002 - 2005
Macromedia 2000 - 2001
GE Commercial Finance 1996 - 2000
Sanwa Bank 1992 - 1996
Skills
Credit Analysis, Commercial Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Credit, Portfolio Management, Underwriting, Credit Risk, Small Business Lending, Financial Analysis, Cash Management, Capital Markets, Financial Modeling, Corporate Finance, Due Diligence, Loan Origination, Mergers, Mortgage Lending, Relationship Management, Treasury Management
Education
Pacific Coast Banking School (University of Washington) 2008 — 2010
San Francisco State University 1992 — 1995
MA, Applied Economics
University of California, Berkeley 1986 — 1990
BA, Economics
Ashley Bauer Ashley Bauer's KeyBanc Capital Markets Experience December 2013 - Present
Job Institutional Equity Sales at KeyBanc Capital Markets
Industry Investment Banking
Experience
Cleveland Cavaliers August 2015 - Present
KeyBanc Capital Markets December 2013 - Present
KeyBank August 2013 - December 2013
Copy Catz January 2011 - May 2013
epoints USA October 2012 - March 2013
Red Tail Golf Course June 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Microsoft Office, SPSS, Team-oriented, Team Leadership, Sales, Marketing, Event Planning, Social Media Marketing, Facebook, Social Networking, Market Research, Business Development, Time Management, Human Resources, Project Coordination, Phone Screens, PeopleSoft, Account Management
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Cleveland Cavaliers August 2015 - Present
KeyBanc Capital Markets December 2013 - Present
KeyBank August 2013 - December 2013
Copy Catz January 2011 - May 2013
epoints USA October 2012 - March 2013
Red Tail Golf Course June 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Microsoft Office, SPSS, Team-oriented, Team Leadership, Sales, Marketing, Event Planning, Social Media Marketing, Facebook, Social Networking, Market Research, Business Development, Time Management, Human Resources, Project Coordination, Phone Screens, PeopleSoft, Account Management
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Brock Shelgren Brock Shelgren's KeyBanc Capital Markets Experience June 2012 - June 2012
Job Equity Trader at Castleark Management LLC
Industry Financial Services
Experience
Castleark Management LLC August 2015 - Present
Stout Risius Ross January 2014 - August 2015
Reading Royals October 2012 - May 2013
KeyBanc Capital Markets June 2012 - June 2012
MSU Student Investment Fund September 2011 - May 2012
Eli Broad College of Business - Michigan State University January 2011 - May 2012
Michigan State University June 2009 - July 2011
The Rinks At Exeter August 2009 - August 2009
Skills
Training, Time Management, Microsoft Excel, PowerPoint, Data Analysis, Teamwork, Community Outreach, Leadership, Management, Bloomberg, Financial Analysis
Education
ELI BROAD COLLEGE OF BUSINESS 2008 — 2012
Bachelor of Arts (B.A.), Finance
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance
Castleark Management LLC August 2015 - Present
Stout Risius Ross January 2014 - August 2015
Reading Royals October 2012 - May 2013
KeyBanc Capital Markets June 2012 - June 2012
MSU Student Investment Fund September 2011 - May 2012
Eli Broad College of Business - Michigan State University January 2011 - May 2012
Michigan State University June 2009 - July 2011
The Rinks At Exeter August 2009 - August 2009
Skills
Training, Time Management, Microsoft Excel, PowerPoint, Data Analysis, Teamwork, Community Outreach, Leadership, Management, Bloomberg, Financial Analysis
Education
ELI BROAD COLLEGE OF BUSINESS 2008 — 2012
Bachelor of Arts (B.A.), Finance
Michigan State University 2008 — 2012
Bachelor of Arts (B.A.), Finance
Emily Tedford Emily Tedford's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Student Ohio University
Industry
Experience
84.51˚ May 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Ohio University August 2013 - May 2014
The Goodyear Tire & Rubber Company May 2013 - July 2013
Kings Island June 2012 - August 2012
Community Press June 2006 - May 2012
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA)
Loveland High School 2008 — 2012
Honors Diploma
University of Cincinnati 2010 — 2010
Certificate of Completion
84.51˚ May 2015 - July 2015
KeyBanc Capital Markets May 2014 - August 2014
Ohio University August 2013 - May 2014
The Goodyear Tire & Rubber Company May 2013 - July 2013
Kings Island June 2012 - August 2012
Community Press June 2006 - May 2012
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA)
Loveland High School 2008 — 2012
Honors Diploma
University of Cincinnati 2010 — 2010
Certificate of Completion
Mac Schmitz Mac Schmitz's KeyBanc Capital Markets Experience July 2007 - February 2009
Job Capital Markets Professional
Industry Oil & Energy
Experience
Matador Resources Company November 2011 - Present
Marsh, Berry & Company, Inc. March 2009 - November 2011
KeyBanc Capital Markets July 2007 - February 2009
KeyBanc Capital Markets October 2008 - December 2008
KeyBanc Capital Markets April 2008 - September 2008
KeyBank Real Estate Capital October 2007 - March 2008
Education
Ohio University 2003 — 2007
Bachelors of Business Administration, Finance - Investments Focus
Matador Resources Company November 2011 - Present
Marsh, Berry & Company, Inc. March 2009 - November 2011
KeyBanc Capital Markets July 2007 - February 2009
KeyBanc Capital Markets October 2008 - December 2008
KeyBanc Capital Markets April 2008 - September 2008
KeyBank Real Estate Capital October 2007 - March 2008
Education
Ohio University 2003 — 2007
Bachelors of Business Administration, Finance - Investments Focus
Sylvia Jung's KeyBanc Capital Markets Experience May 2013 - August 2013
Job Business Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
Oracle June 2014 - May 2015
Oracle June 2014 - May 2015
KeyBanc Capital Markets May 2013 - August 2013
Safeway June 2012 - August 2012
Safeway June 2012 - August 2012
Skills
Strategic Financial..., Stata, Economics, Bloomberg, Analysis, Data Analysis, Statistics, Financial Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Leadership, Financial Planning
Education
Smith College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Mission San Jose High School 2006 — 2010
Oracle June 2015 - Present
Oracle June 2014 - May 2015
Oracle June 2014 - May 2015
KeyBanc Capital Markets May 2013 - August 2013
Safeway June 2012 - August 2012
Safeway June 2012 - August 2012
Skills
Strategic Financial..., Stata, Economics, Bloomberg, Analysis, Data Analysis, Statistics, Financial Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Leadership, Financial Planning
Education
Smith College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Mission San Jose High School 2006 — 2010
Vedant Patel's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Citigroup
Industry Investment Banking
Experience
Citi June 2015 - August 2015
KeyBanc Capital Markets May 2014 - August 2014
Executive Education September 2013 - April 2014
Sears Holdings Corporation May 2013 - August 2013
Red Roof Inn May 2011 - August 2012
Skills
Finance, Investments, PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Event Planning, Teamwork, Social Media, Data Analysis, Time Management, Sales
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Economics with Honors
Citi June 2015 - August 2015
KeyBanc Capital Markets May 2014 - August 2014
Executive Education September 2013 - April 2014
Sears Holdings Corporation May 2013 - August 2013
Red Roof Inn May 2011 - August 2012
Skills
Finance, Investments, PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Event Planning, Teamwork, Social Media, Data Analysis, Time Management, Sales
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Economics with Honors
Jordan Lebovitz Jordan Lebovitz's KeyBanc Capital Markets Experience June 2011 - August 2011
Job Investment Banking Analyst Leveraged Finance & Corporate Syndications
Industry Capital Markets
Experience
KeyCorp April 2013 - Present
KeyCorp June 2012 - March 2013
Ohio University Student Equity Management Group December 2008 - July 2012
Junior Achievement March 2011 - May 2012
Ohio University Select Business Leaders 2010 - 2012
KeyBanc Capital Markets June 2011 - August 2011
Simonyi Consulting Center June 2010 - July 2010
KeyBanc Capital Markets January 2010 - March 2010
Education
Ohio University 2008 — 2012
BBA, Accounting and Finance
north allegheny
KeyCorp April 2013 - Present
KeyCorp June 2012 - March 2013
Ohio University Student Equity Management Group December 2008 - July 2012
Junior Achievement March 2011 - May 2012
Ohio University Select Business Leaders 2010 - 2012
KeyBanc Capital Markets June 2011 - August 2011
Simonyi Consulting Center June 2010 - July 2010
KeyBanc Capital Markets January 2010 - March 2010
Education
Ohio University 2008 — 2012
BBA, Accounting and Finance
north allegheny
Lee Sophocleous Lee Sophocleous's KeyBanc Capital Markets Experience June 2012 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2012 - Present
KeyBanc Capital Markets May 2011 - June 2012
PricewaterhouseCoopers January 2011 - April 2011
Education
Ohio University 2008 — 2012
BBA, Accounting, Finance
KeyBanc Capital Markets June 2012 - Present
KeyBanc Capital Markets May 2011 - June 2012
PricewaterhouseCoopers January 2011 - April 2011
Education
Ohio University 2008 — 2012
BBA, Accounting, Finance
Michael Cueter Michael Cueter's KeyBanc Capital Markets Experience May 2012 - August 2012
Job at
Industry Investment Banking
Experience
Olympus Partners August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
KeyBanc Capital Markets May 2012 - August 2012
Michigan Association of CPA's May 2010 - August 2011
Skills
Capital IQ, ThomsonOne, FactSet, Valuation, Financial Modeling, Equity Research, PowerPoint, Microsoft Excel, Accounting, Deep Tissue Massage, Kitchen, French, Proofreading, Pickles, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Accounting and Finance
Oakland University 2013 — 2013
Post-Baccalaureate, Accounting
Brother Rice High School 2005 — 2009
Olympus Partners August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
KeyBanc Capital Markets May 2012 - August 2012
Michigan Association of CPA's May 2010 - August 2011
Skills
Capital IQ, ThomsonOne, FactSet, Valuation, Financial Modeling, Equity Research, PowerPoint, Microsoft Excel, Accounting, Deep Tissue Massage, Kitchen, French, Proofreading, Pickles, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Accounting and Finance
Oakland University 2013 — 2013
Post-Baccalaureate, Accounting
Brother Rice High School 2005 — 2009
Donald Hooker, CFA Donald Hooker, CFA's KeyBanc Capital Markets Experience 2013 - Present
Job Senior Equity Analyst at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets 2013 - Present
Morgan Stanley 2010 - 2012
UBS Investment Bank 2000 - 2010
BNP Paribas 1998 - 2000
Copelco / American Healthfund 1996 - 1998
PNC 1995 - 1996
Skills
Equity Research Analysis, Credit Analysis, Equity Valuation, Investment Banking, Healthcare Industry, Chemical Industry, Asset Managment, Investments
Education
The College of Wooster
Bachelor of Arts (BA), Economics and Spanish
KeyBanc Capital Markets 2013 - Present
Morgan Stanley 2010 - 2012
UBS Investment Bank 2000 - 2010
BNP Paribas 1998 - 2000
Copelco / American Healthfund 1996 - 1998
PNC 1995 - 1996
Skills
Equity Research Analysis, Credit Analysis, Equity Valuation, Investment Banking, Healthcare Industry, Chemical Industry, Asset Managment, Investments
Education
The College of Wooster
Bachelor of Arts (BA), Economics and Spanish
Jeremy Fiser Jeremy Fiser's KeyBanc Capital Markets Experience July 2005 - March 2007
Job Associate at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. February 2010 - August 2011
FTI Consulting March 2007 - November 2009
KeyBanc Capital Markets July 2005 - March 2007
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Strategy, International Business, Social Enterprise, Management & Organizations
The Ohio State University 2002 — 2005
BSBA, Finance & Accounting
Robert W. Baird & Co. July 2013 - Present
Robert W. Baird & Co. February 2010 - August 2011
FTI Consulting March 2007 - November 2009
KeyBanc Capital Markets July 2005 - March 2007
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Strategy, International Business, Social Enterprise, Management & Organizations
The Ohio State University 2002 — 2005
BSBA, Finance & Accounting
Grant Lawson Grant Lawson's KeyBanc Capital Markets Experience June 2005 - August 2005
Job Owner/Partner at JJ Ventures
Industry Restaurants
Experience
JJ Ventures LLC January 2007 - Present
The Inland Real Estate Group of Companies, Inc. February 2009 - July 2010
William Blair and Company March 2008 - December 2008
Nomura Credit & Capital February 2007 - March 2008
LaSalle Bank 2006 - 2007
KeyBanc Capital Markets June 2005 - August 2005
Skills
Business Planning, Investments, Capital Markets, Due Diligence, Valuation, Real Estate Economics, Investment Properties, Credit, Commercial Real Estate, Real Estate, Financial Modeling, Portfolio Management, Finance, Mergers & Acquisitions, Asset Management, Financial Analysis, Strategic Planning
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Marketing
JJ Ventures LLC January 2007 - Present
The Inland Real Estate Group of Companies, Inc. February 2009 - July 2010
William Blair and Company March 2008 - December 2008
Nomura Credit & Capital February 2007 - March 2008
LaSalle Bank 2006 - 2007
KeyBanc Capital Markets June 2005 - August 2005
Skills
Business Planning, Investments, Capital Markets, Due Diligence, Valuation, Real Estate Economics, Investment Properties, Credit, Commercial Real Estate, Real Estate, Financial Modeling, Portfolio Management, Finance, Mergers & Acquisitions, Asset Management, Financial Analysis, Strategic Planning
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Jordan Greenberg's KeyBanc Capital Markets Experience May 2015 - August 2015
Job Research Analyst at Southern Methodist University Spindletop Fund
Industry Financial Services
Experience
Southern Methodist University Spindletop Fund December 2014 - Present
KeyBanc Capital Markets May 2015 - August 2015
Century Management May 2014 - August 2014
Century Management May 2013 - August 2013
Skills
Market Research, Online Research, Bloomberg Software, Evernote, Factiva, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Bloomberg, Data Analysis, Microsoft Office, Teamwork, Financial Analysis, Public Speaking, Research
Education
Southern Methodist University 2012 — 2016
Bachelor's Degree, Energy Finance, 3.575 / 4.000
Saint Stephen's Episcopal School 2008 — 2012
Southern Methodist University Spindletop Fund December 2014 - Present
KeyBanc Capital Markets May 2015 - August 2015
Century Management May 2014 - August 2014
Century Management May 2013 - August 2013
Skills
Market Research, Online Research, Bloomberg Software, Evernote, Factiva, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Bloomberg, Data Analysis, Microsoft Office, Teamwork, Financial Analysis, Public Speaking, Research
Education
Southern Methodist University 2012 — 2016
Bachelor's Degree, Energy Finance, 3.575 / 4.000
Saint Stephen's Episcopal School 2008 — 2012
Chris Doyle Chris Doyle's KeyBanc Capital Markets Experience January 2007 - February 2008
Job Vice President, Commercial Banking at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank January 2011 - Present
FirstMerit Bank November 2009 - January 2011
NineSigma May 2009 - November 2009
KeyBanc Capital Markets January 2007 - February 2008
KeyBank January 2005 - January 2007
Key Bank April 2004 - January 2005
Skills
Portfolio Management, Capital Markets, Forecasting, Budgeting, Leveraged Finance, Commercial Lending, New Business Development, Corporate Finance, Commercial Banking, Finance, Business Development, Credit Analysis, Budgets, Credit
Education
Saint Louis University 1999 — 2003
Bachelor of Business Administration, Finance
St. Ignatius High School 1995 — 1999
College Prepatory
FirstMerit Bank January 2011 - Present
FirstMerit Bank November 2009 - January 2011
NineSigma May 2009 - November 2009
KeyBanc Capital Markets January 2007 - February 2008
KeyBank January 2005 - January 2007
Key Bank April 2004 - January 2005
Skills
Portfolio Management, Capital Markets, Forecasting, Budgeting, Leveraged Finance, Commercial Lending, New Business Development, Corporate Finance, Commercial Banking, Finance, Business Development, Credit Analysis, Budgets, Credit
Education
Saint Louis University 1999 — 2003
Bachelor of Business Administration, Finance
St. Ignatius High School 1995 — 1999
College Prepatory
Aaron Klein Aaron Klein's KeyBanc Capital Markets Experience July 2005 - Present
Job Vice President, Power & Renewable Energy Investment Banking at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2005 - Present
Skills
Private Equity, Mergers, Project Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Equities, Private Placements, LBO, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Fixed Income, Mergers
Education
Ohio University
Bachelor of Business Administration (BBA)
Saint Xavier High School
KeyBanc Capital Markets July 2005 - Present
Skills
Private Equity, Mergers, Project Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Equities, Private Placements, LBO, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Fixed Income, Mergers
Education
Ohio University
Bachelor of Business Administration (BBA)
Saint Xavier High School
Yvonne Gavrilis's KeyBanc Capital Markets Experience 2012 - October 2013
Job Institutional Equities Sales
Industry Investment Management
Experience
BMO Capital Markets December 2013 - Present
KeyBanc Capital Markets 2012 - October 2013
Sanford C. Bernstein 2009 - 2012
Goldman Sachs 2006 - 2008
Standard & Poor's June 2005 - August 2005
U.S. House of Representatives 2002 - 2004
Education
New York University 2004 — 2006
MPA, Finance
Stanford University 2001 — 2002
MA, Sociology
Stanford University 1997 — 2001
BA, International Relations
BMO Capital Markets December 2013 - Present
KeyBanc Capital Markets 2012 - October 2013
Sanford C. Bernstein 2009 - 2012
Goldman Sachs 2006 - 2008
Standard & Poor's June 2005 - August 2005
U.S. House of Representatives 2002 - 2004
Education
New York University 2004 — 2006
MPA, Finance
Stanford University 2001 — 2002
MA, Sociology
Stanford University 1997 — 2001
BA, International Relations
Jason Makishi Jason Makishi's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Student at Ohio University
Industry Investment Banking
Experience
Ohio University Student Equity Management Group January 2013 - Present
Credit Suisse June 2015 - August 2015
KeyBanc Capital Markets May 2014 - August 2014
Stout Risius Ross 2014 - 2014
Shiloh Industries June 2013 - August 2013
Skills
Recruiting, Internal Audit, Accounting, Mergers & Acquisitions, Human Resources, Equity Research, REIT, Market Research, Financial Modeling, Valuation, Finance, Management, Analysis, Financial Analysis, Microsoft Excel, Public Speaking
Education
Ohio University 2012 — 2016
Accounting, Finance, Sophomore
Copley
Copley
Ohio University Student Equity Management Group January 2013 - Present
Credit Suisse June 2015 - August 2015
KeyBanc Capital Markets May 2014 - August 2014
Stout Risius Ross 2014 - 2014
Shiloh Industries June 2013 - August 2013
Skills
Recruiting, Internal Audit, Accounting, Mergers & Acquisitions, Human Resources, Equity Research, REIT, Market Research, Financial Modeling, Valuation, Finance, Management, Analysis, Financial Analysis, Microsoft Excel, Public Speaking
Education
Ohio University 2012 — 2016
Accounting, Finance, Sophomore
Copley
Copley
Jay Freedman Jay Freedman's KeyBanc Capital Markets Experience April 2008 - September 2008
Job Vice President (Syndications and Placements) at UBOC
Industry Capital Markets
Experience
Union Bank November 2009 - Present
Key Banc Capital Markets July 2007 - February 2009
Key Bank October 2008 - January 2009
KeyBanc Capital Markets April 2008 - September 2008
KeyBanc Capital Markets October 2007 - March 2008
Animas Corporation June 2006 - August 2006
Education
Penn State University 2003 — 2007
BS, Finance and International Business
University of Sydney 2006 — 2006
BS, International Business
Union Bank November 2009 - Present
Key Banc Capital Markets July 2007 - February 2009
Key Bank October 2008 - January 2009
KeyBanc Capital Markets April 2008 - September 2008
KeyBanc Capital Markets October 2007 - March 2008
Animas Corporation June 2006 - August 2006
Education
Penn State University 2003 — 2007
BS, Finance and International Business
University of Sydney 2006 — 2006
BS, International Business
Brad Ludington's KeyBanc Capital Markets Experience September 2008 - April 2012
Job Principal at Loper Investments LLC
Industry Capital Markets
Experience
Loper Investments LLC August 2012 - Present
KeyBanc Capital Markets September 2008 - April 2012
KeyBanc Capital Markets September 2006 - September 2008
HCA May 2005 - August 2005
Lonesome Dove Western Bistro May 2001 - December 2003
Skills
Equities, Excel, PowerPoint, Strategic Planning, Word, Marketing Strategy, Financial Modeling, Financial Analysis, Data Analysis, Marketing, Leadership, Management, Microsoft Excel, Sales, Portfolio Management, Valuation, Mergers & Acquisitions
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
University of Texas at Arlington
BA, Journalism
Loper Investments LLC August 2012 - Present
KeyBanc Capital Markets September 2008 - April 2012
KeyBanc Capital Markets September 2006 - September 2008
HCA May 2005 - August 2005
Lonesome Dove Western Bistro May 2001 - December 2003
Skills
Equities, Excel, PowerPoint, Strategic Planning, Word, Marketing Strategy, Financial Modeling, Financial Analysis, Data Analysis, Marketing, Leadership, Management, Microsoft Excel, Sales, Portfolio Management, Valuation, Mergers & Acquisitions
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
University of Texas at Arlington
BA, Journalism
David Friedman's KeyBanc Capital Markets Experience July 2005 - September 2006
Job Vice President at Silver Oak Services Partners
Industry Venture Capital & Private Equity
Experience
Silver Oak Services Partners, LLC June 2013 - Present
Bain & Company September 2011 - June 2013
Cleveland HeartLab, LLC April 2011 - September 2011
Bain & Company June 2010 - August 2010
Silver Oak Services Partners, LLC July 2007 - June 2009
Houlihan Lokey September 2006 - July 2007
KeyBanc Capital Markets July 2005 - September 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Strategy and Marketing
Ohio University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Silver Oak Services Partners, LLC June 2013 - Present
Bain & Company September 2011 - June 2013
Cleveland HeartLab, LLC April 2011 - September 2011
Bain & Company June 2010 - August 2010
Silver Oak Services Partners, LLC July 2007 - June 2009
Houlihan Lokey September 2006 - July 2007
KeyBanc Capital Markets July 2005 - September 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Strategy and Marketing
Ohio University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Dane Green's KeyBanc Capital Markets Experience November 2013 - Present
Job Compliance Officer, Assistant Vice President, KeyBanc Capital Markets Inc
Industry Banking
Experience
KeyBanc Capital Markets November 2013 - Present
KeyBank,N.A. November 2011 - November 2013
Skills
Legal Research, Foreign Exchange, Negotiation, Financial Analysis, Microsoft Excel, Public Speaking, International Trade, Research, Due Diligence, Analysis, Corporate Finance, Investments, Portfolio Management, Management, Internal Audit
Education
Ohio University
Bachelor of Arts, History, Pre-Law
University of Toledo
Juris Doctor, Law
KeyBanc Capital Markets November 2013 - Present
KeyBank,N.A. November 2011 - November 2013
Skills
Legal Research, Foreign Exchange, Negotiation, Financial Analysis, Microsoft Excel, Public Speaking, International Trade, Research, Due Diligence, Analysis, Corporate Finance, Investments, Portfolio Management, Management, Internal Audit
Education
Ohio University
Bachelor of Arts, History, Pre-Law
University of Toledo
Juris Doctor, Law
Patrick Meenan's KeyBanc Capital Markets Experience June 2005 - September 2006
Job Partner at Arthur Ventures
Industry Venture Capital & Private Equity
Experience
Arthur Ventures August 2014 - Present
Arthur Ventures February 2012 - August 2014
Microsoft November 2010 - February 2012
Microsoft August 2008 - November 2010
Piper Jaffray September 2006 - July 2008
KeyBanc Capital Markets June 2005 - September 2006
Education
Miami University 2001 — 2005
Arthur Ventures August 2014 - Present
Arthur Ventures February 2012 - August 2014
Microsoft November 2010 - February 2012
Microsoft August 2008 - November 2010
Piper Jaffray September 2006 - July 2008
KeyBanc Capital Markets June 2005 - September 2006
Education
Miami University 2001 — 2005
Kate Farrell Bair, APR's KeyBanc Capital Markets Experience August 2004 - August 2008
Job Senior Communications, Marketing & PR Leader
Industry Public Relations and Communications
Experience
Silicon Valley Bank 2015 - Present
KFaB Marketing & Communications 2014 - 2015
KeyCorp 2008 - 2014
KeyBanc Capital Markets August 2004 - August 2008
KeyCorp September 2000 - August 2004
The MetroHealth System July 1999 - September 2000
Independent Health June 1997 - July 1999
Independent Health June 1995 - June 1997
Skills
Public Relations, Internal Communications, Media Relations, Marketing, Event Management, Integrated Marketing, Strategy, Strategic Communications, Event Planning, Corporate Communications, Marketing Communications, Social Media, Leadership, Marketing Strategy, Management, Strategic Planning, Analyst Relations, Industry Analyst..., Market Research, Program Management, Social Media Marketing, Cross-functional Team..., Conference Coordination, Budgets, Sales, Employee Relations, Project Management, Product Marketing, Communication Training, Crisis Communications, Sponsorship, Competitive Analysis, Advertising, Brand Management, Digital Marketing, Youth Mentoring, Newsletters, Press Releases, Microsoft Excel, PowerPoint, Social Networking, Copy Editing, Speaker Programs, Corporate Events, Editing, Public Speaking, Microsoft Word, Copywriting, Writing, Analysis
Education
Saint Bonaventure University
Bachelor of Arts (BA), Journalism/Mass Communications
State University of New York College at Buffalo
Master's Certification, Public Relations Management
Silicon Valley Bank 2015 - Present
KFaB Marketing & Communications 2014 - 2015
KeyCorp 2008 - 2014
KeyBanc Capital Markets August 2004 - August 2008
KeyCorp September 2000 - August 2004
The MetroHealth System July 1999 - September 2000
Independent Health June 1997 - July 1999
Independent Health June 1995 - June 1997
Skills
Public Relations, Internal Communications, Media Relations, Marketing, Event Management, Integrated Marketing, Strategy, Strategic Communications, Event Planning, Corporate Communications, Marketing Communications, Social Media, Leadership, Marketing Strategy, Management, Strategic Planning, Analyst Relations, Industry Analyst..., Market Research, Program Management, Social Media Marketing, Cross-functional Team..., Conference Coordination, Budgets, Sales, Employee Relations, Project Management, Product Marketing, Communication Training, Crisis Communications, Sponsorship, Competitive Analysis, Advertising, Brand Management, Digital Marketing, Youth Mentoring, Newsletters, Press Releases, Microsoft Excel, PowerPoint, Social Networking, Copy Editing, Speaker Programs, Corporate Events, Editing, Public Speaking, Microsoft Word, Copywriting, Writing, Analysis
Education
Saint Bonaventure University
Bachelor of Arts (BA), Journalism/Mass Communications
State University of New York College at Buffalo
Master's Certification, Public Relations Management
Kim (Pruitt) Janssen's KeyBanc Capital Markets Experience April 2015 - Present
Job AVP, Corporate Access Technology at Pacific Crest Securities, Technology Specialists of KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets April 2015 - Present
Pacific Crest Securities February 2008 - Present
Champion Golf Signs August 2007 - December 2007
Professional Sign & Graphics December 2001 - December 2007
Skills
Equities, Financial Modeling, Investments, Valuation
Education
Oregon State University 2001 — 2004
Liberal Studies, Hispanic Culture & Education
University of Colorado Boulder 2000 — 2001
Business
KeyBanc Capital Markets April 2015 - Present
Pacific Crest Securities February 2008 - Present
Champion Golf Signs August 2007 - December 2007
Professional Sign & Graphics December 2001 - December 2007
Skills
Equities, Financial Modeling, Investments, Valuation
Education
Oregon State University 2001 — 2004
Liberal Studies, Hispanic Culture & Education
University of Colorado Boulder 2000 — 2001
Business
Caso, Gregory's KeyBanc Capital Markets Experience AssociateKeyBank2000 - Present
Job Associate at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets AssociateKeyBank2000 - Present
Education
Ohio University 1996 — 2000
KeyBanc Capital Markets AssociateKeyBank2000 - Present
Education
Ohio University 1996 — 2000
Arleen C's KeyBanc Capital Markets Experience January 2007 - October 2007
Job eHealth Specialist WellSpot (Jive) at Swedish Medical Group
Industry Information Technology and Services
Experience
Swedish Medical Group March 2014 - Present
Seattle Mortgage September 2012 - March 2014
Columbia Bank October 2010 - October 2012
Wedbush Morgan Securities February 2008 - September 2010
KeyBanc Capital Markets January 2007 - October 2007
Skills
Jive, Program Management, SharePoint, Public Speaking, Strategy, Training, Healthcare, Portfolio Management, Investments, Financial Analysis, Finance, Due Diligence, Credit Analysis, Risk Management, Underwriting, Asset Management, InfoPath
Education
University of Puget Sound 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Seattle Central Community College
SharePoint 2013
Swedish Medical Group March 2014 - Present
Seattle Mortgage September 2012 - March 2014
Columbia Bank October 2010 - October 2012
Wedbush Morgan Securities February 2008 - September 2010
KeyBanc Capital Markets January 2007 - October 2007
Skills
Jive, Program Management, SharePoint, Public Speaking, Strategy, Training, Healthcare, Portfolio Management, Investments, Financial Analysis, Finance, Due Diligence, Credit Analysis, Risk Management, Underwriting, Asset Management, InfoPath
Education
University of Puget Sound 2001 — 2005
Bachelor of Arts (B.A.), Sociology
Seattle Central Community College
SharePoint 2013
Brett Rechel, CFA's KeyBanc Capital Markets Experience May 2000 - May 2001
Job G&R Managing Principal
Industry Investment Management
Experience
G & R Capital Partners, LLC January 2009 - Present
Coastwise Capital Group, LLC June 2012 - March 2014
Bricoleur Capital Management LLC May 2007 - December 2008
Stonehenge Partners, Inc. 2005 - 2006
Rainmaker Holdings, LLC 2003 - 2004
Friedman Billings Ramsey & Co. May 2001 - October 2003
KeyBanc Capital Markets May 2000 - May 2001
Ernst & Young May 1999 - May 2000
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Mergers, Due Diligence, Corporate Finance, Investments, Capital Markets, LBO, Financial Analysis, Asset Managment, Equities, Hedge Funds, Corporate Development, Wealth Management, Options, Hedging, High Net Worth..., Trading, Venture Capital, Strategy, Risk Management, Entrepreneurship, Executive Management, Private Placements, IPO, Alternative Investments, Investment Management, Equity Research, Investment Strategies, Business Development, Leveraged Finance, Asset Allocation, Structured Finance, Investor Relations, Business Valuation, Acquisition Integration
Education
Northwestern University - Kellogg School of Management 2006 — 2007
MBA, Marketing
University of Notre Dame - Mendoza College of Business 1999 — 2000
MSA, Accounting
University of Notre Dame - Mendoza College of Business 1995 — 1999
BBA, Finance and Business Economics
Gilmour Academy 1991 — 1995
G & R Capital Partners, LLC January 2009 - Present
Coastwise Capital Group, LLC June 2012 - March 2014
Bricoleur Capital Management LLC May 2007 - December 2008
Stonehenge Partners, Inc. 2005 - 2006
Rainmaker Holdings, LLC 2003 - 2004
Friedman Billings Ramsey & Co. May 2001 - October 2003
KeyBanc Capital Markets May 2000 - May 2001
Ernst & Young May 1999 - May 2000
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Mergers, Due Diligence, Corporate Finance, Investments, Capital Markets, LBO, Financial Analysis, Asset Managment, Equities, Hedge Funds, Corporate Development, Wealth Management, Options, Hedging, High Net Worth..., Trading, Venture Capital, Strategy, Risk Management, Entrepreneurship, Executive Management, Private Placements, IPO, Alternative Investments, Investment Management, Equity Research, Investment Strategies, Business Development, Leveraged Finance, Asset Allocation, Structured Finance, Investor Relations, Business Valuation, Acquisition Integration
Education
Northwestern University - Kellogg School of Management 2006 — 2007
MBA, Marketing
University of Notre Dame - Mendoza College of Business 1999 — 2000
MSA, Accounting
University of Notre Dame - Mendoza College of Business 1995 — 1999
BBA, Finance and Business Economics
Gilmour Academy 1991 — 1995
Chuck Stubbs's KeyBanc Capital Markets Experience 2000 - 2005
Job Senior Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Raymond James & Associates, Inc April 2011 - Present
Howe Barnes Hoefer & Arnett 2005 - 2011
KeyBanc Capital Markets 2000 - 2005
First Union National Bank 1999 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science (BS), Accounting
Steve Kongmuang's KeyBanc Capital Markets Experience July 2004 - May 2006
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2006 - Present
KeyBanc Capital Markets July 2004 - May 2006
Education
Ohio University 1999 — 2003
BBA, Finance and Economics
Credit Suisse May 2006 - Present
KeyBanc Capital Markets July 2004 - May 2006
Education
Ohio University 1999 — 2003
BBA, Finance and Economics
Jason C. Loffredo's KeyBanc Capital Markets Experience June 2015 - Present
Job Vice President of Fixed Income Sales at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2015 - Present
Comerica Securities August 1998 - May 2015
Education
Michigan State University 1994 — 1998
Finance
Brother Rice High School 1990 — 1994
KeyBanc Capital Markets June 2015 - Present
Comerica Securities August 1998 - May 2015
Education
Michigan State University 1994 — 1998
Finance
Brother Rice High School 1990 — 1994
Kurt Nickels's KeyBanc Capital Markets Experience 2007 - 2007
Job Director, Syndications at PNC Capital Markets LLC
Industry Capital Markets
Experience
PNC Capital Markets LLC February 2015 - Present
PNC Capital Markets LLC March 2013 - February 2015
PNC Financial Services June 2008 - March 2013
KeyBanc Capital Markets 2007 - 2007
Skills
Business Development, Banking, Financial Structuring, Financial Modeling, Relationship Management, Structured Finance, Corporate Finance, Credit, Investment Banking, Credit Analysis
Education
Miami University
Bachelor of Science in Business, Magna Cum Laude, Finance, Entrepreneurship (minor)
Westlake HS
PNC Capital Markets LLC February 2015 - Present
PNC Capital Markets LLC March 2013 - February 2015
PNC Financial Services June 2008 - March 2013
KeyBanc Capital Markets 2007 - 2007
Skills
Business Development, Banking, Financial Structuring, Financial Modeling, Relationship Management, Structured Finance, Corporate Finance, Credit, Investment Banking, Credit Analysis
Education
Miami University
Bachelor of Science in Business, Magna Cum Laude, Finance, Entrepreneurship (minor)
Westlake HS
Nicolas R Caussade's KeyBanc Capital Markets Experience September 2011 - December 2011
Job VP Credit Underwriting at Carter Validus
Industry Real Estate
Experience
Carter Validus June 2013 - Present
KeyBank Real Estate Capital January 2012 - June 2013
KeyBanc Capital Markets September 2011 - December 2011
KeyBank Real Estate Capital November 2007 - September 2011
KeyBank September 2006 - October 2007
TD Banknorth, N.A. June 1994 - August 2006
Skills
Credit, Banking, Middle Market, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Underwriting, Credit Analysis, Commercial Mortgages, Mergers, Risk Management, Due Diligence, Credit Risk, Structured Finance, Portfolio Management, Financial Structuring, Lines Of Credit, Mergers & Acquisitions, Leadership, Mortgage Lending, Investment Properties, Cash Management, Small Business Lending, Loan Origination
Education
Rensselaer Polytechnic Institute 1993 — 1995
MBA
DeVry Institute of Technology 1990 — 1993
BS, Accounting
Perpetuo Socorro 1982 — 1986
Carter Validus June 2013 - Present
KeyBank Real Estate Capital January 2012 - June 2013
KeyBanc Capital Markets September 2011 - December 2011
KeyBank Real Estate Capital November 2007 - September 2011
KeyBank September 2006 - October 2007
TD Banknorth, N.A. June 1994 - August 2006
Skills
Credit, Banking, Middle Market, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Underwriting, Credit Analysis, Commercial Mortgages, Mergers, Risk Management, Due Diligence, Credit Risk, Structured Finance, Portfolio Management, Financial Structuring, Lines Of Credit, Mergers & Acquisitions, Leadership, Mortgage Lending, Investment Properties, Cash Management, Small Business Lending, Loan Origination
Education
Rensselaer Polytechnic Institute 1993 — 1995
MBA
DeVry Institute of Technology 1990 — 1993
BS, Accounting
Perpetuo Socorro 1982 — 1986
Justin Halada's KeyBanc Capital Markets Experience July 2004 - December 2005
Job Vice President at Prometheus Real Estate Group
Industry Real Estate
Experience
Prometheus Real Estate Group May 2011 - Present
FDIC May 2010 - May 2011
RedHill Realty Investors January 2008 - May 2010
KeyBank Real Estate Capital December 2005 - December 2007
KeyBanc Capital Markets July 2004 - December 2005
Winfire Capital June 2003 - July 2004
Education
Ohio University 1999 — 2003
Business Administration, Finance and Business Law
Prometheus Real Estate Group May 2011 - Present
FDIC May 2010 - May 2011
RedHill Realty Investors January 2008 - May 2010
KeyBank Real Estate Capital December 2005 - December 2007
KeyBanc Capital Markets July 2004 - December 2005
Winfire Capital June 2003 - July 2004
Education
Ohio University 1999 — 2003
Business Administration, Finance and Business Law
Dennis Angeles's KeyBanc Capital Markets Experience December 2012 - Present
Job Gleacher & Co.
Industry Investment Banking
Experience
KeyBanc Capital Markets December 2012 - Present
Gleacher Partners April 2009 - November 2012
Fieldstone Capital Group January 2008 - March 2009
Royal Bank of Canada August 2005 - January 2007
Miller Tabak Roberts Securities, LLC June 2003 - July 2005
HSBC Securities January 1998 - May 2003
Skills
Fixed Income, Equity Research, Investment Advisory, Financial Analysis, Trading, Investments, High Yield, Structured Products, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Valuation, Series 7, Derivatives, Securities, Financial Modeling, Bonds, Corporate Finance, Due Diligence, Financial Markets, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
St Joseph Metuchen
KeyBanc Capital Markets December 2012 - Present
Gleacher Partners April 2009 - November 2012
Fieldstone Capital Group January 2008 - March 2009
Royal Bank of Canada August 2005 - January 2007
Miller Tabak Roberts Securities, LLC June 2003 - July 2005
HSBC Securities January 1998 - May 2003
Skills
Fixed Income, Equity Research, Investment Advisory, Financial Analysis, Trading, Investments, High Yield, Structured Products, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Valuation, Series 7, Derivatives, Securities, Financial Modeling, Bonds, Corporate Finance, Due Diligence, Financial Markets, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
St Joseph Metuchen
Jeff Duesler's KeyBanc Capital Markets Experience 1999 - 2004
Job Sr. Investment RepresentativeInstitutional
Industry Financial Services
Experience
Corporate One Federal Credit Union October 2009 - Present
Butler Wick April 2005 - March 2009
KeyBanc Capital Markets 1999 - 2004
Skills
Investments, Portfolio Management, Trading, Series 7, Structured Products, Financial Services, Series 63, Bloomberg, Securities, Fixed Income, Bonds, Series 24, Financial Analysis, Mutual Funds, Asset Allocation
Education
Ohio University 2009 — 2010
Master of Science, Financial Economics
The Ohio State University 1994 — 1998
Walsh Jesuit High School
Corporate One Federal Credit Union October 2009 - Present
Butler Wick April 2005 - March 2009
KeyBanc Capital Markets 1999 - 2004
Skills
Investments, Portfolio Management, Trading, Series 7, Structured Products, Financial Services, Series 63, Bloomberg, Securities, Fixed Income, Bonds, Series 24, Financial Analysis, Mutual Funds, Asset Allocation
Education
Ohio University 2009 — 2010
Master of Science, Financial Economics
The Ohio State University 1994 — 1998
Walsh Jesuit High School
Doug Fear's KeyBanc Capital Markets Experience March 1996 - March 2001
Job Owner, Thermagen Power Group, LLC
Industry Utilities
Experience
Thermagen Power Group, LLC December 2004 - Present
United Air Lines, Inc. June 2005 - October 2005
Nations Energy Holdings, LLC March 2001 - December 2004
Wheeling-Pittsburgh Steel Corporation March 2002 - August 2003
Cleveland Municipal School District September 1998 - March 2001
KeyBanc Capital Markets March 1996 - March 2001
EVEREN Securities, Inc. August 1990 - March 1996
Skills
Strategic Leadership, Financial Forecasting, Balance Sheet Management, Debt Restructuring, Mergers & Acquisitions, Power Project..., Debt & Equity Financing, Litigation Management, Expert Witness, Government Relations, Insurance Procurement, New Business Development, Large Capital Projects, Turn Around Management, Investment Banking, Municipal Bonds, Project Finance, Operating Budgets, Bankruptcy
Education
Michigan State University 1986 — 1989
Bachelor of Arts (B.A.), Economics
Thermagen Power Group, LLC December 2004 - Present
United Air Lines, Inc. June 2005 - October 2005
Nations Energy Holdings, LLC March 2001 - December 2004
Wheeling-Pittsburgh Steel Corporation March 2002 - August 2003
Cleveland Municipal School District September 1998 - March 2001
KeyBanc Capital Markets March 1996 - March 2001
EVEREN Securities, Inc. August 1990 - March 1996
Skills
Strategic Leadership, Financial Forecasting, Balance Sheet Management, Debt Restructuring, Mergers & Acquisitions, Power Project..., Debt & Equity Financing, Litigation Management, Expert Witness, Government Relations, Insurance Procurement, New Business Development, Large Capital Projects, Turn Around Management, Investment Banking, Municipal Bonds, Project Finance, Operating Budgets, Bankruptcy
Education
Michigan State University 1986 — 1989
Bachelor of Arts (B.A.), Economics
Vlada Krukovets's KeyBanc Capital Markets Experience October 2005 - February 2008
Job Accounting Professional
Industry Accounting
Experience
KeyBanc Capital Markets October 2005 - February 2008
Charter One Bank 2001 - 2005
Skills
General Ledger, Accounting, Internal Controls, Financial Analysis, Cash Management, Journal Entries, Account Reconciliation, Accounts Payable, Financial Reporting, Variance Analysis, Auditing, Financial Accounting, Cash Flow, Fixed Assets
Education
Lviv State University
KeyBanc Capital Markets October 2005 - February 2008
Charter One Bank 2001 - 2005
Skills
General Ledger, Accounting, Internal Controls, Financial Analysis, Cash Management, Journal Entries, Account Reconciliation, Accounts Payable, Financial Reporting, Variance Analysis, Auditing, Financial Accounting, Cash Flow, Fixed Assets
Education
Lviv State University
Jason Gurda's KeyBanc Capital Markets Experience June 2013 - Present
Job Equity Research Analyst Healthcare Services at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2013 - Present
Leerink Swann June 2008 - May 2013
Bear Stearns & Co. Inc October 2002 - May 2008
Gruntal & Co August 1999 - October 2001
Prudential Securities June 1998 - August 1999
Skills
Competitive Analysis, Equity Valuation, Asset Management, Portfolio Management, Alternative Investments, Series 63, Trading, Financial Analysis, Mutual Funds, Forecasting, Investment Strategies, Risk Management, Capital Markets, Corporate Finance, Equities, Hedge Funds, Equity Research, Financial Modeling
Education
Oswego State University 1990 — 1994
Bachelor of Arts, Economics
State University of New York College at Oswego 1990 — 1994
Bachelor's degree, Economics
KeyBanc Capital Markets June 2013 - Present
Leerink Swann June 2008 - May 2013
Bear Stearns & Co. Inc October 2002 - May 2008
Gruntal & Co August 1999 - October 2001
Prudential Securities June 1998 - August 1999
Skills
Competitive Analysis, Equity Valuation, Asset Management, Portfolio Management, Alternative Investments, Series 63, Trading, Financial Analysis, Mutual Funds, Forecasting, Investment Strategies, Risk Management, Capital Markets, Corporate Finance, Equities, Hedge Funds, Equity Research, Financial Modeling
Education
Oswego State University 1990 — 1994
Bachelor of Arts, Economics
State University of New York College at Oswego 1990 — 1994
Bachelor's degree, Economics
Connor Chambers's KeyBanc Capital Markets Experience May 2000 - March 2010
Job Vice President Institutional Investments
Industry Financial Services
Experience
Huntington Investment Co. March 2010 - Present
KeyBanc Capital Markets May 2000 - March 2010
Skills
Capital Markets, Series 7, Fixed Income
Education
The Ohio State University 1995 — 1999
Huntington Investment Co. March 2010 - Present
KeyBanc Capital Markets May 2000 - March 2010
Skills
Capital Markets, Series 7, Fixed Income
Education
The Ohio State University 1995 — 1999
David Josepho's KeyBanc Capital Markets Experience November 2005 - June 2009
Job Distressed Credit Trader
Industry Capital Markets
Experience
Wells Fargo Securities July 2010 - Present
Cantor Fitzgerald June 2009 - July 2010
KeyBanc Capital Markets November 2005 - June 2009
Education
Ohio University 1999 — 2003
BBA, Finance and Business Economics
Wells Fargo Securities July 2010 - Present
Cantor Fitzgerald June 2009 - July 2010
KeyBanc Capital Markets November 2005 - June 2009
Education
Ohio University 1999 — 2003
BBA, Finance and Business Economics
Jill Davidheiser Compton's KeyBanc Capital Markets Experience September 2005 - December 2007
Job Senior Financial Analyst
Industry Financial Services
Experience
TJX April 2011 - November 2012
TJX December 2007 - April 2011
KeyBanc Capital Markets September 2005 - December 2007
Skills
Financial Analysis, Forecasting, Inventory Management, PowerPoint, Financial Reporting, Analysis, Microsoft Excel, Finance
Education
State University of New York College at Oswego 2000 — 2004
B.S., Finance, Economics
TJX April 2011 - November 2012
TJX December 2007 - April 2011
KeyBanc Capital Markets September 2005 - December 2007
Skills
Financial Analysis, Forecasting, Inventory Management, PowerPoint, Financial Reporting, Analysis, Microsoft Excel, Finance
Education
State University of New York College at Oswego 2000 — 2004
B.S., Finance, Economics
Thomas King's KeyBanc Capital Markets Experience November 2008 - Present
Job Managing Director at Key Banc Capital Markets Financial Sponsor Group
Industry Financial Services
Experience
KeyBanc Capital Markets November 2008 - Present
CIT Investment Banking Services February 2005 - October 2008
Stifel Nicolaus Middle Market M&A December 2002 - January 2005
Salomon Brothers Inc July 1990 - November 2003
Salomon / Citigroup 1995 - 2002
Boston Market 1994 - 1994
Skills
Private Equity, Valuation, Corporate Development, Investment Banking, Financial Modeling, Capital Markets, LBO, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1993 — 1995
mba, finance and marketing
University of Notre Dame 1986 — 1990
BA, economics
KeyBanc Capital Markets November 2008 - Present
CIT Investment Banking Services February 2005 - October 2008
Stifel Nicolaus Middle Market M&A December 2002 - January 2005
Salomon Brothers Inc July 1990 - November 2003
Salomon / Citigroup 1995 - 2002
Boston Market 1994 - 1994
Skills
Private Equity, Valuation, Corporate Development, Investment Banking, Financial Modeling, Capital Markets, LBO, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1993 — 1995
mba, finance and marketing
University of Notre Dame 1986 — 1990
BA, economics
Paul Schneir's KeyBanc Capital Markets Experience Managing DirectorRobert W. Baird & Co.1998 - 2003
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets Managing DirectorRobert W. Baird & Co.1998 - 2003
Education
Miami University
BS, Chemistry, Biology
University of Michigan Business School
MBA
KeyBanc Capital Markets Managing DirectorRobert W. Baird & Co.1998 - 2003
Education
Miami University
BS, Chemistry, Biology
University of Michigan Business School
MBA
Peter Richer's KeyBanc Capital Markets Experience January 2010 - Present
Job Managing Director, Leveraged Finance Syndications at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets January 2010 - Present
National City Bank July 1996 - April 2009
LDI Corporation 1991 - 1994
EDR Corporation 1989 - 1991
Skills
Financial Modeling, Leveraged Finance, Private Equity, Equities, LBO, Financial Analysis, Management, Middle Market, Portfolio Management, Credit Analysis, Mergers & Acquisitions
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1996
MBA, Finance, Marketing
Ohio Wesleyan University 1983 — 1987
Bachelor of Arts, Economics/Management
KeyBanc Capital Markets January 2010 - Present
National City Bank July 1996 - April 2009
LDI Corporation 1991 - 1994
EDR Corporation 1989 - 1991
Skills
Financial Modeling, Leveraged Finance, Private Equity, Equities, LBO, Financial Analysis, Management, Middle Market, Portfolio Management, Credit Analysis, Mergers & Acquisitions
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1996
MBA, Finance, Marketing
Ohio Wesleyan University 1983 — 1987
Bachelor of Arts, Economics/Management
Christine Schoaf's KeyBanc Capital Markets Experience November 1995 - October 2009
Job Director at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets November 1995 - October 2009
Education
Ohio University 1989 — 1993
BS, Finance and International Business
KeyBanc Capital Markets November 1995 - October 2009
Education
Ohio University 1989 — 1993
BS, Finance and International Business
Scott Rainsberger's KeyBanc Capital Markets Experience May 2008 - August 2008
Job Senior Financial Analyst at Baxter Healthcare
Industry Hospital & Health Care
Experience
Baxter Healthcare February 2013 - Present
Baxter Healthcare April 2012 - February 2013
Baxter Healthcare May 2011 - April 2012
Baxter Healthcare August 2010 - April 2011
Baxter Healthcare June 2009 - August 2010
KeyBanc Capital Markets May 2008 - August 2008
KeyBanc Capital Markets May 2008 - August 2008
KeyBanc Capital Markets July 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting
Education
Miami University 2005 — 2009
Bachelor's degree, Finance
Baxter Healthcare February 2013 - Present
Baxter Healthcare April 2012 - February 2013
Baxter Healthcare May 2011 - April 2012
Baxter Healthcare August 2010 - April 2011
Baxter Healthcare June 2009 - August 2010
KeyBanc Capital Markets May 2008 - August 2008
KeyBanc Capital Markets May 2008 - August 2008
KeyBanc Capital Markets July 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting
Education
Miami University 2005 — 2009
Bachelor's degree, Finance
Kent Sowell's KeyBanc Capital Markets Experience July 2006 - June 2007
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs December 2012 - Present
Goldman Sachs August 2009 - December 2012
Goldman Sachs August 2007 - August 2009
KeyBanc Capital Markets July 2006 - June 2007
RBC Dain Rauscher January 2007 - May 2007
GE Commercial Finance May 2006 - July 2006
Washington Mutual June 2005 - August 2005
Skills
Valuation, Mergers & Acquisitions, Equities, Portfolio Management
Education
Southern Methodist University 2002 — 2006
BA, Philosophy
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Finance
Goldman Sachs December 2012 - Present
Goldman Sachs August 2009 - December 2012
Goldman Sachs August 2007 - August 2009
KeyBanc Capital Markets July 2006 - June 2007
RBC Dain Rauscher January 2007 - May 2007
GE Commercial Finance May 2006 - July 2006
Washington Mutual June 2005 - August 2005
Skills
Valuation, Mergers & Acquisitions, Equities, Portfolio Management
Education
Southern Methodist University 2002 — 2006
BA, Philosophy
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Finance
Frank Paul's KeyBanc Capital Markets Experience July 2006 - July 2008
Job Managing Director at Academy Securities
Industry Investment Banking
Experience
Academy Securities August 2012 - Present
Illinois Local Government Advisory Board January 2011 - Present
Regional Transportation Authority 1987 - Present
City Club of Chicago 1985 - 2014
Blaylock Robert Van, LLC April 2011 - August 2012
Jesup & Lamont February 2010 - August 2010
Public Finance June 2009 - January 2010
KeyBanc Capital Markets July 2006 - July 2008
Oppenheimer & Co. July 2005 - August 2006
First Albany Capital 1998 - 2004
Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing
Wabash College
AB, Political Science
madison high school
Academy Securities August 2012 - Present
Illinois Local Government Advisory Board January 2011 - Present
Regional Transportation Authority 1987 - Present
City Club of Chicago 1985 - 2014
Blaylock Robert Van, LLC April 2011 - August 2012
Jesup & Lamont February 2010 - August 2010
Public Finance June 2009 - January 2010
KeyBanc Capital Markets July 2006 - July 2008
Oppenheimer & Co. July 2005 - August 2006
First Albany Capital 1998 - 2004
Skills
Hedge Funds, Equities, Private Equity, Portfolio Management, Alternative Investments, Valuation, Corporate Finance, Public Finance, Investment Management, Corporate Governance, Funding, Financial Analysis, Structured Finance, Venture Capital, Finance, Mutual Funds, Government, Financial Services, Bloomberg, Financial Advisory, Cash Management, Strategic Financial..., Project Finance, Investor Relations, Trading, Mergers & Acquisitions, Investment Strategies, Leadership, Investments, Investment Banking, Securities, Management, Capital Markets, Financial Modeling
Education
Northwestern University - Kellogg School of Management
Master of Management, Public Management, Finance, Marketing
Wabash College
AB, Political Science
madison high school
Mark Barath's KeyBanc Capital Markets Experience February 2014 - Present
Job Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2014 - Present
KeyBanc Capital Markets July 2010 - February 2014
Skills
Equity Capital Markets, Investment Banking, Capital Markets, Financial Modeling, Equities
Education
Ohio University 2006 — 2010
Accounting, Finance
KeyBanc Capital Markets February 2014 - Present
KeyBanc Capital Markets July 2010 - February 2014
Skills
Equity Capital Markets, Investment Banking, Capital Markets, Financial Modeling, Equities
Education
Ohio University 2006 — 2010
Accounting, Finance
Brian Cleary's KeyBanc Capital Markets Experience October 2006 - August 2009
Job Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark March 2014 - Present
Janney Montgomery Scott August 2009 - March 2014
KeyBanc Capital Markets October 2006 - August 2009
KeyBanc Capital Markets May 2005 - August 2005
Wal-Mart Stores Inc. May 2003 - August 2003
Skills
Series 7, Fixed Income, Securities, Bonds, Sales, Investments, Capital Markets, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Banking, Banking, Series 63, Private Banking, Investment Strategies, Bloomberg
Education
Saint Bonaventure University 2001 — 2006
BA, Finance
St. Ignatius High School 1998 — 2001
AssetMark March 2014 - Present
Janney Montgomery Scott August 2009 - March 2014
KeyBanc Capital Markets October 2006 - August 2009
KeyBanc Capital Markets May 2005 - August 2005
Wal-Mart Stores Inc. May 2003 - August 2003
Skills
Series 7, Fixed Income, Securities, Bonds, Sales, Investments, Capital Markets, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Banking, Banking, Series 63, Private Banking, Investment Strategies, Bloomberg
Education
Saint Bonaventure University 2001 — 2006
BA, Finance
St. Ignatius High School 1998 — 2001
Marsh Lunati's KeyBanc Capital Markets Experience 2007 - 2009
Job Corporate M&A and Strategy
Industry Oil & Energy
Experience
Energy Future Holdings 2009 - Present
KeyBanc Capital Markets 2007 - 2009
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA
Energy Future Holdings 2009 - Present
KeyBanc Capital Markets 2007 - 2009
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA
Bill DeMilt, CFA's KeyBanc Capital Markets Experience 2009 - 2012
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2012 - Present
KeyBanc Capital Markets 2009 - 2012
Citibank 2005 - 2008
JPMorgan Chase 1989 - 2005
Skills
Corporate Finance, Debt, Loans, Private Placements, Syndications, Credit Analysis, Capital Markets, Credit Risk, Cash Management, Derivatives, Mergers & Acquisitions, Credit, Finance, Banking, Private Equity
Education
Pace University 1990 — 1993
MBA
The George Washington University - School of Business 1985 — 1989
BBA
Chaminade High School 1981 — 1985
Wells Fargo January 2012 - Present
KeyBanc Capital Markets 2009 - 2012
Citibank 2005 - 2008
JPMorgan Chase 1989 - 2005
Skills
Corporate Finance, Debt, Loans, Private Placements, Syndications, Credit Analysis, Capital Markets, Credit Risk, Cash Management, Derivatives, Mergers & Acquisitions, Credit, Finance, Banking, Private Equity
Education
Pace University 1990 — 1993
MBA
The George Washington University - School of Business 1985 — 1989
BBA
Chaminade High School 1981 — 1985
William Keller's KeyBanc Capital Markets Experience 2003 - 2006
Job Vice President, Research Analyst at Northcoast Research
Industry Financial Services
Experience
Northcoast Research November 2013 - Present
Mercedes-Benz of North Olmsted January 2013 - September 2013
Paradigm Wealth Management January 2009 - December 2012
FTN Midwest Securities September 2006 - December 2008
Aleris May 2006 - September 2006
KeyBanc Capital Markets 2003 - 2006
Fairport Asset Management February 2001 - October 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Manufacturing, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equity Research, Asset Managment, Equities, Finance, Mutual Funds, Securities
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Finance, MIDS
Penn State University 1991 — 1995
B.S., Finance
Bay High 1987 — 1991
Northcoast Research November 2013 - Present
Mercedes-Benz of North Olmsted January 2013 - September 2013
Paradigm Wealth Management January 2009 - December 2012
FTN Midwest Securities September 2006 - December 2008
Aleris May 2006 - September 2006
KeyBanc Capital Markets 2003 - 2006
Fairport Asset Management February 2001 - October 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Manufacturing, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equity Research, Asset Managment, Equities, Finance, Mutual Funds, Securities
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Finance, MIDS
Penn State University 1991 — 1995
B.S., Finance
Bay High 1987 — 1991
Jeff Nicolosi's KeyBanc Capital Markets Experience 2004 - 2014
Job
Industry Investment Banking
Experience
Regions Securities 2014 - Present
KeyBanc Capital Markets 2004 - 2014
Telution, Inc (acquired by CSG in 2006) 1999 - 2004
PwC Securities 1996 - 1999
Skills
M&A, Capital Markets, Capital Raising, Investment Banking, Recapitalizations, Restructuring, Valuation, Mergers & Acquisitions, Investments, Strategy, Mergers, Corporate Development, Corporate Finance, Financial Analysis, Financial Services, Executive Management, Private Equity
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, Strategy, Entrepreneurship
Miami University 1992 — 1996
Bachelor of Science, cum laude, Economics
Regions Securities 2014 - Present
KeyBanc Capital Markets 2004 - 2014
Telution, Inc (acquired by CSG in 2006) 1999 - 2004
PwC Securities 1996 - 1999
Skills
M&A, Capital Markets, Capital Raising, Investment Banking, Recapitalizations, Restructuring, Valuation, Mergers & Acquisitions, Investments, Strategy, Mergers, Corporate Development, Corporate Finance, Financial Analysis, Financial Services, Executive Management, Private Equity
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, Strategy, Entrepreneurship
Miami University 1992 — 1996
Bachelor of Science, cum laude, Economics
Matthew Montesano's KeyBanc Capital Markets Experience June 2008 - November 2010
Job Manage risk assets for highnet worth clients via discretionary investment portfolios.
Industry Investment Banking
Experience
Self Employed Portfolio Manager June 2013 - Present
L'Oréal July 2012 - Present
Brown Gibbons Lang & Company October 2011 - January 2012
KeyBanc Capital Markets June 2008 - November 2010
KeyBanc Capital Markets June 2007 - August 2007
Western Reserve Partners LLC November 2006 - January 2007
L'Oréal June 2006 - August 2006
Education
Ohio University
Self Employed Portfolio Manager June 2013 - Present
L'Oréal July 2012 - Present
Brown Gibbons Lang & Company October 2011 - January 2012
KeyBanc Capital Markets June 2008 - November 2010
KeyBanc Capital Markets June 2007 - August 2007
Western Reserve Partners LLC November 2006 - January 2007
L'Oréal June 2006 - August 2006
Education
Ohio University
Steven Martell's KeyBanc Capital Markets Experience July 2008 - July 2009
Job Senior Financial Analyst at Eaton Corporation
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation April 2012 - Present
Eaton Corporation July 2011 - April 2012
Eaton Corporation July 2010 - July 2011
Eaton Corporation October 2009 - July 2010
KeyBanc Capital Markets July 2008 - July 2009
Skills
Manufacturing, Leadership, Supply Chain, Accounting, Marketing, Finance, Sarbanes-Oxley Act, Forecasting, Analysis
Education
Ohio University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Majors: Accounting, Economics
Eaton Corporation April 2012 - Present
Eaton Corporation July 2011 - April 2012
Eaton Corporation July 2010 - July 2011
Eaton Corporation October 2009 - July 2010
KeyBanc Capital Markets July 2008 - July 2009
Skills
Manufacturing, Leadership, Supply Chain, Accounting, Marketing, Finance, Sarbanes-Oxley Act, Forecasting, Analysis
Education
Ohio University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Majors: Accounting, Economics
Joe Frankenfield, CFA's KeyBanc Capital Markets Experience January 2015 - Present
Job Equity Research Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets January 2015 - Present
PNC June 2014 - January 2015
PNC Financial Services Group July 2010 - June 2014
PNC May 2009 - August 2009
Skills
Fundamental Analysis, Risk Management, Financial Analysis, Commercial Banking, Financial Modeling, Credit Analysis, Portfolio Management, Commercial Lending, Credit, Banking, Underwriting, Valuation
Education
Miami University 2006 — 2010
Bachelors of Science, Finance, Cum Laude
Lakewood High School 2002 — 2006
KeyBanc Capital Markets January 2015 - Present
PNC June 2014 - January 2015
PNC Financial Services Group July 2010 - June 2014
PNC May 2009 - August 2009
Skills
Fundamental Analysis, Risk Management, Financial Analysis, Commercial Banking, Financial Modeling, Credit Analysis, Portfolio Management, Commercial Lending, Credit, Banking, Underwriting, Valuation
Education
Miami University 2006 — 2010
Bachelors of Science, Finance, Cum Laude
Lakewood High School 2002 — 2006
Daniel Moran's KeyBanc Capital Markets Experience September 2011 - March 2013
Job Senior Equity Research Associate at Macquarie Group
Industry Capital Markets
Experience
Macquarie Group April 2013 - Present
KeyBanc Capital Markets September 2011 - March 2013
KeyBanc Capital Markets April 2011 - September 2011
KeyBank July 2010 - April 2011
HSBC Mortgage Services June 2008 - September 2008
Skills
Capital Markets, Bloomberg, Finance, Financial Analysis, Financial Modeling, Valuation, Equities
Education
Ohio University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, Finance
Macquarie Group April 2013 - Present
KeyBanc Capital Markets September 2011 - March 2013
KeyBanc Capital Markets April 2011 - September 2011
KeyBank July 2010 - April 2011
HSBC Mortgage Services June 2008 - September 2008
Skills
Capital Markets, Bloomberg, Finance, Financial Analysis, Financial Modeling, Valuation, Equities
Education
Ohio University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, Finance
Larry Ellis's KeyBanc Capital Markets Experience October 2014 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets October 2014 - Present
BBVA Compass September 2011 - September 2014
Bank of America Merrill Lynch 2008 - September 2011
LaSalle Bank 2007 - 2008
JP Morgan Chase 2002 - 2005
Fleet Bank 1994 - 2002
Skills
Financial Analysis, Due Diligence, Commercial Lending, Financial Modeling, Credit, Commercial Banking, Portfolio Management, Credit Analysis
Education
Texas Christian University
MBA, Finance
The University of Texas at Arlington - College of Business
BBA, Finance
KeyBanc Capital Markets October 2014 - Present
BBVA Compass September 2011 - September 2014
Bank of America Merrill Lynch 2008 - September 2011
LaSalle Bank 2007 - 2008
JP Morgan Chase 2002 - 2005
Fleet Bank 1994 - 2002
Skills
Financial Analysis, Due Diligence, Commercial Lending, Financial Modeling, Credit, Commercial Banking, Portfolio Management, Credit Analysis
Education
Texas Christian University
MBA, Finance
The University of Texas at Arlington - College of Business
BBA, Finance
Scott Brewer's KeyBanc Capital Markets Experience January 2002 - February 2009
Job Corporate Strategy & Development Director at Huntington National Bank
Industry Banking
Experience
Huntington National Bank July 2010 - Present
Stifel Nicolaus February 2009 - July 2010
KeyBanc Capital Markets January 2002 - February 2009
Morgan Stanley 1996 - 2002
Skills
Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Valuation, Banking, Strategic Planning, Due Diligence, Business Strategy, Joint Ventures, Insurance, Budgeting, Financial Reporting, Capital Markets, Forecasting, Product Development, Investment Banking, Negotiation, Analysis, Investments, Investor Relations, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Intn'l Finance, Marketing
The Ohio State University
BSBA, Finance & Accounting
Huntington National Bank July 2010 - Present
Stifel Nicolaus February 2009 - July 2010
KeyBanc Capital Markets January 2002 - February 2009
Morgan Stanley 1996 - 2002
Skills
Corporate Finance, Mergers, Financial Analysis, Financial Modeling, Valuation, Banking, Strategic Planning, Due Diligence, Business Strategy, Joint Ventures, Insurance, Budgeting, Financial Reporting, Capital Markets, Forecasting, Product Development, Investment Banking, Negotiation, Analysis, Investments, Investor Relations, Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Intn'l Finance, Marketing
The Ohio State University
BSBA, Finance & Accounting
Jeff Woodford's KeyBanc Capital Markets Experience July 2014 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2014 - Present
Janney Montgomery Scott May 2009 - June 2014
Citigroup 1999 - 2009
Citi Group, Smith Barney 1999 - 2009
Skills
Financial Services, Series 63, Equities, Securities, Management, Series 7, Series 24, Trading, Fixed Income, Derivatives, Bloomberg, Finance, Capital Markets, Mutual Funds, Hedge Funds
Education
Suffolk University 1989 — 1993
BS, Public Policy
KeyBanc Capital Markets July 2014 - Present
Janney Montgomery Scott May 2009 - June 2014
Citigroup 1999 - 2009
Citi Group, Smith Barney 1999 - 2009
Skills
Financial Services, Series 63, Equities, Securities, Management, Series 7, Series 24, Trading, Fixed Income, Derivatives, Bloomberg, Finance, Capital Markets, Mutual Funds, Hedge Funds
Education
Suffolk University 1989 — 1993
BS, Public Policy
Afsheen Ali's KeyBanc Capital Markets Experience November 2005 - December 2009
Job Administration Officer
Industry Banking
Experience
Abacus Finance Group, LLC July 2011 - Present
KeyBanc Capital Markets November 2005 - December 2009
Key Bank July 2004 - November 2005
Key Bank February 2004 - July 2004
Skills
Portfolio Management, Leadership, Software Documentation, Strategy, Bloomberg, Teamwork, Project Management, Loans, Microsoft Office, Commercial Lending, Financial Analysis, Banking, Finance, Credit, Financial Modeling, Commercial Banking, Credit Analysis, Customer Service, Financial Risk, Equities, Time Management
Education
Rider University 1998 — 2002
BA, Advertising and Marketing, Communications
Abacus Finance Group, LLC July 2011 - Present
KeyBanc Capital Markets November 2005 - December 2009
Key Bank July 2004 - November 2005
Key Bank February 2004 - July 2004
Skills
Portfolio Management, Leadership, Software Documentation, Strategy, Bloomberg, Teamwork, Project Management, Loans, Microsoft Office, Commercial Lending, Financial Analysis, Banking, Finance, Credit, Financial Modeling, Commercial Banking, Credit Analysis, Customer Service, Financial Risk, Equities, Time Management
Education
Rider University 1998 — 2002
BA, Advertising and Marketing, Communications
Jeffrey Hammond's KeyBanc Capital Markets Experience June 1999 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets June 1999 - Present
Ernst & Young 1996 - 1999
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Valuation, Equity Research, Portfolio Management, Hedge Funds
Education
Miami University 1992 — 1996
B.S., Accountancy
KeyBanc Capital Markets June 1999 - Present
Ernst & Young 1996 - 1999
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Valuation, Equity Research, Portfolio Management, Hedge Funds
Education
Miami University 1992 — 1996
B.S., Accountancy
Jacob Jurlina's KeyBanc Capital Markets Experience August 2010 - August 2011
Job Associate at Memorial Resource Development
Industry Oil & Energy
Experience
Memorial Resource Development Corp. August 2014 - Present
Rothschild January 2013 - August 2014
EP ENERGY September 2011 - December 2012
KeyBanc Capital Markets August 2010 - August 2011
J.P. Morgan June 2008 - August 2008
Smith Barney August 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Investment Banking, Investments, Corporate Finance, Business Development, Microsoft Office, Capital Markets, Acquisitions &...
Education
Southern Methodist University 2005 — 2010
B.B.A., Finance
St. Mark's School of Texas 2000 — 2005
Memorial Resource Development Corp. August 2014 - Present
Rothschild January 2013 - August 2014
EP ENERGY September 2011 - December 2012
KeyBanc Capital Markets August 2010 - August 2011
J.P. Morgan June 2008 - August 2008
Smith Barney August 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Investment Banking, Investments, Corporate Finance, Business Development, Microsoft Office, Capital Markets, Acquisitions &...
Education
Southern Methodist University 2005 — 2010
B.B.A., Finance
St. Mark's School of Texas 2000 — 2005
Ryan Halvorson's KeyBanc Capital Markets Experience May 2013 - Present
Job Rates Trading at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2013 - Present
Franklin Templeton Investments May 2010 - March 2013
RBC Capital Markets August 2008 - March 2009
RBC Capital Markets May 2006 - September 2006
Piper Jaffray May 2004 - August 2004
Skills
Sales, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Wealth Management, Investment Strategies, Mutual Funds, Financial Analysis, Bonds, Series 7, Asset Allocation, Series 63, Capital Markets, Electronic Trading, Loans, Bloomberg Terminal, Trading
Education
Stetson University 2003 — 2008
BA, Finance
The Blake School
KeyBanc Capital Markets May 2013 - Present
Franklin Templeton Investments May 2010 - March 2013
RBC Capital Markets August 2008 - March 2009
RBC Capital Markets May 2006 - September 2006
Piper Jaffray May 2004 - August 2004
Skills
Sales, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Wealth Management, Investment Strategies, Mutual Funds, Financial Analysis, Bonds, Series 7, Asset Allocation, Series 63, Capital Markets, Electronic Trading, Loans, Bloomberg Terminal, Trading
Education
Stetson University 2003 — 2008
BA, Finance
The Blake School
Chris Wolpert, CFA's KeyBanc Capital Markets Experience January 2015 - Present
Job
Industry Financial Services
Experience
KeyBanc Capital Markets January 2015 - Present
Laidlaw & Company October 2013 - December 2014
JP Morgan June 2010 - September 2013
Pace University September 2009 - May 2010
HSBC August 2008 - May 2009
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Financial Analysis, Management, Series 7, Series 63, Equity Research, Series 87, Valuation, Series 86
Education
Sacred Heart University 2004 — 2008
BS
Pace University 2009 — 2011
MBA
KeyBanc Capital Markets January 2015 - Present
Laidlaw & Company October 2013 - December 2014
JP Morgan June 2010 - September 2013
Pace University September 2009 - May 2010
HSBC August 2008 - May 2009
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Financial Analysis, Management, Series 7, Series 63, Equity Research, Series 87, Valuation, Series 86
Education
Sacred Heart University 2004 — 2008
BS
Pace University 2009 — 2011
MBA
Kevin Sargent's KeyBanc Capital Markets Experience January 2000 - April 2003
Job Director at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company DirectorGlobal M&A2003 - Present
KeyBanc Capital Markets January 2000 - April 2003
Education
Miami University 1993 — 1996
B.S., Economics; Accounting
Brown Gibbons Lang & Company DirectorGlobal M&A2003 - Present
KeyBanc Capital Markets January 2000 - April 2003
Education
Miami University 1993 — 1996
B.S., Economics; Accounting
Bob Ontko's KeyBanc Capital Markets Experience July 2008 - August 2010
Job Institutional Fixed Income Sales
Industry Financial Services
Experience
RBC Capital Markets August 2011 - Present
Cohen Securities August 2010 - July 2011
KeyBanc Capital Markets July 2008 - August 2010
Deutsche Bank Securities June 2000 - January 2008
Skills
Capital Markets, Debt, Fixed Income, Private Placements, MBS, Alternative Investments, Sell Side, Series 7, Structured Products
Education
Illinois Benedictine University 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Pennsylvania State University 1982 — 1986
Bachelor of Science, Industrial Engineering
RBC Capital Markets August 2011 - Present
Cohen Securities August 2010 - July 2011
KeyBanc Capital Markets July 2008 - August 2010
Deutsche Bank Securities June 2000 - January 2008
Skills
Capital Markets, Debt, Fixed Income, Private Placements, MBS, Alternative Investments, Sell Side, Series 7, Structured Products
Education
Illinois Benedictine University 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Pennsylvania State University 1982 — 1986
Bachelor of Science, Industrial Engineering
Holly Powell's KeyBanc Capital Markets Experience January 2000 - January 2003
Job Administrative Assistant @ Victoria's Secret Corporate HQ
Industry Retail
Experience
Victoria's Secret March 2014 - Present
Victoria's Secret Corporate HQ June 2012 - Present
Robert W. Baird & Co. March 2003 - June 2012
KeyBanc Capital Markets January 2000 - January 2003
Skills
Administrative..., Outlook, Office Management, PowerPoint, Data Entry, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, Microsoft Office, Lotus Notes, Access, Retail, Budgets, Marketing, Teamwork, Time Management, Editing, Event Management, Calendaring, Spreadsheets, Telephone Skills
Education
The Ohio State University 1991 — 1992
Education
Ohio University 1990 — 1991
Education
Watkins Memorial High School 1986 — 1990
Diploma, College prep
Victoria's Secret March 2014 - Present
Victoria's Secret Corporate HQ June 2012 - Present
Robert W. Baird & Co. March 2003 - June 2012
KeyBanc Capital Markets January 2000 - January 2003
Skills
Administrative..., Outlook, Office Management, PowerPoint, Data Entry, Microsoft Excel, Event Planning, Microsoft Word, Customer Service, Microsoft Office, Lotus Notes, Access, Retail, Budgets, Marketing, Teamwork, Time Management, Editing, Event Management, Calendaring, Spreadsheets, Telephone Skills
Education
The Ohio State University 1991 — 1992
Education
Ohio University 1990 — 1991
Education
Watkins Memorial High School 1986 — 1990
Diploma, College prep
Ryan O'Brien's KeyBanc Capital Markets Experience 2007 - 2010
Job Director of Capital & Strategy at Blackriver LLC
Industry Oil & Energy
Experience
Blackriver LLC February 2015 - Present
Stephens Inc. August 2010 - February 2015
KeyBanc Capital Markets 2007 - 2010
Education
Ohio University 2003 — 2007
Bachelor's Degree, Finance
Blackriver LLC February 2015 - Present
Stephens Inc. August 2010 - February 2015
KeyBanc Capital Markets 2007 - 2010
Education
Ohio University 2003 — 2007
Bachelor's Degree, Finance
Gretchen McKinley's KeyBanc Capital Markets Experience September 1995 - November 1996
Job Customer Service/Inside Sales Rep at Lydey Automation
Industry Industrial Automation
Experience
Lydey Automation April 2013 - Present
Goschinski's Fin Feather Fur Outfitters LLC August 2011 - April 2013
Plancorp, Inc. August 2007 - October 2009
Best Reward Credit Union October 2002 - December 2006
KeyBanc Capital Markets September 1995 - November 1996
J.C. Bradford & Company, Inc. June 1994 - August 1995
Kemper Securities, Inc. June 1992 - May 1994
Skills
Microsoft Excel, Manufacturing
Education
New England Culinary Institute 1996 — 1997
Culinary Arts/Chef Training
Ohio Wesleyan University 1989 — 1992
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Lydey Automation April 2013 - Present
Goschinski's Fin Feather Fur Outfitters LLC August 2011 - April 2013
Plancorp, Inc. August 2007 - October 2009
Best Reward Credit Union October 2002 - December 2006
KeyBanc Capital Markets September 1995 - November 1996
J.C. Bradford & Company, Inc. June 1994 - August 1995
Kemper Securities, Inc. June 1992 - May 1994
Skills
Microsoft Excel, Manufacturing
Education
New England Culinary Institute 1996 — 1997
Culinary Arts/Chef Training
Ohio Wesleyan University 1989 — 1992
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Douglas Chudy, CFA's KeyBanc Capital Markets Experience December 2006 - March 2011
Job Vice President at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Investment Management
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC April 2011 - Present
KeyBanc Capital Markets December 2006 - March 2011
Sumitomo Mitsui Banking Corporation January 2003 - November 2006
JPMorgan Chase September 2001 - December 2002
Education
Ohio University 1997 — 2001
Bachelor of Business Administration, Finance
Dalton, Greiner, Hartman, Maher & Co., LLC April 2011 - Present
KeyBanc Capital Markets December 2006 - March 2011
Sumitomo Mitsui Banking Corporation January 2003 - November 2006
JPMorgan Chase September 2001 - December 2002
Education
Ohio University 1997 — 2001
Bachelor of Business Administration, Finance
Justin LaPoten's KeyBanc Capital Markets Experience October 2013 - March 2015
Job BADR Investments
Industry Venture Capital & Private Equity
Experience
BADR Investments March 2015 - Present
KeyBanc Capital Markets October 2013 - March 2015
BMO Capital Markets February 2012 - October 2013
Bank of America Merrill Lynch 2011 - February 2012
Natural Gas Partners January 2011 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Valuation, Private Equity, Investment Banking, Energy, Financial Modeling, Corporate Finance, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Financial Analysis, LBO, Investments, Mergers & Acquisitions, Venture Capital, DCF, Hedge Funds, Portfolio Management, Capital IQ, Fixed Income
Education
Texas Christian University 2007 — 2011
BBA, Finance, Energy
BADR Investments March 2015 - Present
KeyBanc Capital Markets October 2013 - March 2015
BMO Capital Markets February 2012 - October 2013
Bank of America Merrill Lynch 2011 - February 2012
Natural Gas Partners January 2011 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Valuation, Private Equity, Investment Banking, Energy, Financial Modeling, Corporate Finance, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Financial Analysis, LBO, Investments, Mergers & Acquisitions, Venture Capital, DCF, Hedge Funds, Portfolio Management, Capital IQ, Fixed Income
Education
Texas Christian University 2007 — 2011
BBA, Finance, Energy
Mike DiRienzo's KeyBanc Capital Markets Experience February 2003 - November 2005
Job Fixed Income | Portfolio Manager | Trader | Analyst | Buy and SellSide Experienced | Actively Seeking New Opportunities
Industry Investment Management
Experience
Actively Seeking New Opportunities December 2001 - Present
Victory Capital Management December 2011 - July 2013
Victory Capital Management November 2005 - December 2011
KeyBanc Capital Markets February 2003 - November 2005
KeyBanc Capital Markets December 2001 - February 2003
McDonald Investments July 1999 - December 2001
Skills
Trading, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Series 65, Capital Markets, Investments, Valuation, Mutual Funds, Electronic Trading, MBS, Bonds, CMBS, ABS, MarketAxess, TradeWeb, RMBS, Preferred Stock, Yield Book, Repos, Series 55, Microsoft Excel, US Treasuries, US Agencies, CMOs, Alternative Investments, ETFs, Asset Allocation, Hedge Funds, Investment Management, Residential Mortgages, Securities, Equities, Bloomberg Terminal, Investment Strategies, Asset Management, FINRA, Investment Advisory, Derivatives, Financial Markets, Equity Research, Yields, Retirement Planning, Wealth Management, Structured Products, Loans, Institutional..., High Yield
Education
Ohio University 1995 — 1999
BBA, Finance
Actively Seeking New Opportunities December 2001 - Present
Victory Capital Management December 2011 - July 2013
Victory Capital Management November 2005 - December 2011
KeyBanc Capital Markets February 2003 - November 2005
KeyBanc Capital Markets December 2001 - February 2003
McDonald Investments July 1999 - December 2001
Skills
Trading, Fixed Income, Bloomberg, Portfolio Management, Series 7, Series 63, Series 65, Capital Markets, Investments, Valuation, Mutual Funds, Electronic Trading, MBS, Bonds, CMBS, ABS, MarketAxess, TradeWeb, RMBS, Preferred Stock, Yield Book, Repos, Series 55, Microsoft Excel, US Treasuries, US Agencies, CMOs, Alternative Investments, ETFs, Asset Allocation, Hedge Funds, Investment Management, Residential Mortgages, Securities, Equities, Bloomberg Terminal, Investment Strategies, Asset Management, FINRA, Investment Advisory, Derivatives, Financial Markets, Equity Research, Yields, Retirement Planning, Wealth Management, Structured Products, Loans, Institutional..., High Yield
Education
Ohio University 1995 — 1999
BBA, Finance
Tylor Balson's KeyBanc Capital Markets Experience February 2015 - Present
Job Analyst M&A Group at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2015 - Present
Education
University of Pittsburgh 2009 — 2013
Industrial Engineering
The Hong Kong Polytechnic University 2011 — 2012
Exchange-Student
Shady Side Academy 2003 — 2007
KeyBanc Capital Markets February 2015 - Present
Education
University of Pittsburgh 2009 — 2013
Industrial Engineering
The Hong Kong Polytechnic University 2011 — 2012
Exchange-Student
Shady Side Academy 2003 — 2007
John Newman's KeyBanc Capital Markets Experience 2014 - Present
Job Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 2014 - Present
Jefferies & Company 2008 - 2014
Bear Stearns 2002 - 2008
Dignity Health 1997 - 2000
Medimetrix 1995 - 1997
Skills
Valuation, Capital Markets, Equities, Financial Modeling, Fixed Income, Mergers & Acquisitions, IPO, LBO, Due Diligence, Corporate Finance, Business Development, Corporate Development, Equity Capital Markets, Private Equity, Strategy, Industrial Sector, Industrial Distribution
Education
UCLA Anderson School of Management 2000 — 2002
MBA
Middlebury College 1990 — 1994
BA, History
KeyBanc Capital Markets 2014 - Present
Jefferies & Company 2008 - 2014
Bear Stearns 2002 - 2008
Dignity Health 1997 - 2000
Medimetrix 1995 - 1997
Skills
Valuation, Capital Markets, Equities, Financial Modeling, Fixed Income, Mergers & Acquisitions, IPO, LBO, Due Diligence, Corporate Finance, Business Development, Corporate Development, Equity Capital Markets, Private Equity, Strategy, Industrial Sector, Industrial Distribution
Education
UCLA Anderson School of Management 2000 — 2002
MBA
Middlebury College 1990 — 1994
BA, History
Peter DeAngelo's KeyBanc Capital Markets Experience June 2004 - Present
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2004 - Present
UBS Investment Bank August 2001 - April 2004
ExxonMobil January 1991 - June 2001
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Fixed Income, LBO, Financial Modeling, Equity Research, Hedge Funds, Series 7, Corporate Finance, Private Placements, Leveraged Finance, Alternative Investments
Education
New York University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University 1986 — 1990
Bachelor of Science (BS), Civil Engineering
KeyBanc Capital Markets June 2004 - Present
UBS Investment Bank August 2001 - April 2004
ExxonMobil January 1991 - June 2001
Skills
Investment Banking, Capital Markets, Equities, Private Equity, Valuation, Fixed Income, LBO, Financial Modeling, Equity Research, Hedge Funds, Series 7, Corporate Finance, Private Placements, Leveraged Finance, Alternative Investments
Education
New York University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Virginia Polytechnic Institute and State University 1986 — 1990
Bachelor of Science (BS), Civil Engineering
Marsh Lunati's KeyBanc Capital Markets Experience 2007 - 2009
Job
Industry Oil & Energy
Experience
CharterEnergy 2011 - Present
Energy Future Holdings 2009 - 2011
KeyBanc Capital Markets 2007 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Business Valuation, Mergers & Acquisitions, Finance, Investment Banking, Bloomberg, Private Equity, Capital Markets, Project Finance, Financial Reporting, Accounting, Variance Analysis, Risk Management, Strategic Financial...
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CharterEnergy 2011 - Present
Energy Future Holdings 2009 - 2011
KeyBanc Capital Markets 2007 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Business Valuation, Mergers & Acquisitions, Finance, Investment Banking, Bloomberg, Private Equity, Capital Markets, Project Finance, Financial Reporting, Accounting, Variance Analysis, Risk Management, Strategic Financial...
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Andrew Preiser's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Investment Grade Syndicate Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
MarketAxess May 2013 - August 2013
Boyd Watterson Asset Management May 2012 - August 2012
Education
Swarthmore College 2011 — 2015
Bachelor of Science (BS), Economics
Citi June 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
MarketAxess May 2013 - August 2013
Boyd Watterson Asset Management May 2012 - August 2012
Education
Swarthmore College 2011 — 2015
Bachelor of Science (BS), Economics
Michael prcela's KeyBanc Capital Markets Experience 1997 - 2000
Job Senior Vice President Investment Banking at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2012 - Present
Fifth Third Securities December 2000 - February 2012
KeyBanc Capital Markets 1997 - 2000
Skills
Municipal Bonds
Education
Miami University 1990 — 1994
Bachelor of Arts (BA), Ancient Latin and Classical Humanities
Piper Jaffray March 2012 - Present
Fifth Third Securities December 2000 - February 2012
KeyBanc Capital Markets 1997 - 2000
Skills
Municipal Bonds
Education
Miami University 1990 — 1994
Bachelor of Arts (BA), Ancient Latin and Classical Humanities
Penny Frank's KeyBanc Capital Markets Experience 1978 - 2008
Job Executive Adminstrator at Flack Steel
Industry Mining & Metals
Experience
Flack Steel September 2010 - Present
KeyBanc Capital Markets 1978 - 2008
Skills
Management, Microsoft Office, Project Management
Education
Miami University
Flack Steel September 2010 - Present
KeyBanc Capital Markets 1978 - 2008
Skills
Management, Microsoft Office, Project Management
Education
Miami University
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial