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
Kathleen Morgan Kathleen Morgan's KeyBanc Capital Markets Experience June 2015 - August 2015
Job Investment Research Manager at Burkenroad Reports
Industry Financial Services
Experience
Burkenroad Reports September 2015 - Present
KeyBanc Capital Markets June 2015 - August 2015
Tulane University September 2012 - May 2015
Burkenroad Reports August 2014 - November 2014
BP June 2014 - June 2014
Youth Rebuilding New Orleans January 2014 - May 2014
Kumon May 2013 - July 2013
Skills
Finance, Marketing, Microsoft Excel, Microsoft Office, Photoshop, Public Speaking, Teamwork, Organization, Efficiency, Energy, Social Media, Fundraising, Community Outreach, Volunteering, Direct Marketing
Education
Tulane University 2012 — 2016
Bachelor's of Science Mangement, Finance and Marketing
West Morris Central 2008 — 2012
International Baccalaureate Diploma
Burkenroad Reports September 2015 - Present
KeyBanc Capital Markets June 2015 - August 2015
Tulane University September 2012 - May 2015
Burkenroad Reports August 2014 - November 2014
BP June 2014 - June 2014
Youth Rebuilding New Orleans January 2014 - May 2014
Kumon May 2013 - July 2013
Skills
Finance, Marketing, Microsoft Excel, Microsoft Office, Photoshop, Public Speaking, Teamwork, Organization, Efficiency, Energy, Social Media, Fundraising, Community Outreach, Volunteering, Direct Marketing
Education
Tulane University 2012 — 2016
Bachelor's of Science Mangement, Finance and Marketing
West Morris Central 2008 — 2012
International Baccalaureate Diploma
Alexander Schultz's KeyBanc Capital Markets Experience June 2012 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets June 2012 - Present
KeyBanc Capital Markets May 2011 - August 2012
Société Générale Corporate & Investment Bank May 2010 - July 2010
Global Currents Investment Management, LLC May 2009 - August 2009
Skills
Series 63, Series 79
Education
University of Pittsburgh 2008 — 2011
BSBA, Finance, Economics Minor
Universitat Autònoma de Barcelona
Manheim Township
KeyBanc Capital Markets June 2012 - Present
KeyBanc Capital Markets May 2011 - August 2012
Société Générale Corporate & Investment Bank May 2010 - July 2010
Global Currents Investment Management, LLC May 2009 - August 2009
Skills
Series 63, Series 79
Education
University of Pittsburgh 2008 — 2011
BSBA, Finance, Economics Minor
Universitat Autònoma de Barcelona
Manheim Township
Nathan Druckenmiller Nathan Druckenmiller's KeyBanc Capital Markets Experience July 2011 - May 2012
Job Private Equity Associate at Kinderhook Industries
Industry Venture Capital & Private Equity
Experience
Kinderhook Industries September 2014 - Present
Harris Williams & Co. June 2012 - August 2014
KeyBanc Capital Markets July 2011 - May 2012
Ross, Sinclaire & Associates LLC August 2010 - March 2011
Skills
Financial Modeling, Valuation, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor's of Science in Business Administration, Finance
Oak Harbor High School 2003 — 2007
Kinderhook Industries September 2014 - Present
Harris Williams & Co. June 2012 - August 2014
KeyBanc Capital Markets July 2011 - May 2012
Ross, Sinclaire & Associates LLC August 2010 - March 2011
Skills
Financial Modeling, Valuation, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor's of Science in Business Administration, Finance
Oak Harbor High School 2003 — 2007
Vincent M. Cicchi Vincent M. Cicchi's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Skills
Investments, Wealth Management, Investment Strategies, Equity Research, Investment Banking, Microsoft Excel, Investment Advisory, Financial Modeling, Stock Trading, Finance
Education
The Ohio State University 2011 — 2015
Fisher College of Business: BSBA, Finance
KeyBanc Capital Markets July 2015 - Present
Skills
Investments, Wealth Management, Investment Strategies, Equity Research, Investment Banking, Microsoft Excel, Investment Advisory, Financial Modeling, Stock Trading, Finance
Education
The Ohio State University 2011 — 2015
Fisher College of Business: BSBA, Finance
Anthony Bowen Anthony Bowen's KeyBanc Capital Markets Experience June 2011 - January 2014
Job Financial Sponsors / Leveraged Finance at Fifth Third Bank / Fifth Third Securities, Inc.
Industry Banking
Experience
Fifth Third Bank / Fifth Third Securities, Inc. January 2014 - Present
KeyBanc Capital Markets June 2011 - January 2014
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, LBO, Business Development, Leveraged Finance
Education
University of Dayton 2007 — 2011
B.S., Finance and Accounting
St. Vincent - St. Mary High School 2003 — 2007
Fifth Third Bank / Fifth Third Securities, Inc. January 2014 - Present
KeyBanc Capital Markets June 2011 - January 2014
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, LBO, Business Development, Leveraged Finance
Education
University of Dayton 2007 — 2011
B.S., Finance and Accounting
St. Vincent - St. Mary High School 2003 — 2007
Jeff Bean's KeyBanc Capital Markets Experience October 2007 - June 2009
Job Principal at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors February 2011 - Present
Arbor Advisors November 2009 - February 2011
KeyBanc Capital Markets October 2007 - June 2009
Zions Bank August 2006 - September 2007
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor's Degree, Finance
University of Wollongong 2005 — 2005
Finance
Vista Point Advisors February 2011 - Present
Arbor Advisors November 2009 - February 2011
KeyBanc Capital Markets October 2007 - June 2009
Zions Bank August 2006 - September 2007
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor's Degree, Finance
University of Wollongong 2005 — 2005
Finance
Joe Box Joe Box's KeyBanc Capital Markets Experience June 2006 - Present
Job Senior Equity Research Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2006 - Present
Midwest Research March 2004 - June 2006
Skills
Equity Valuation, Investment Banking, Valuation, Financial Analysis, Equities, Capital Markets, Equity Research, Market Research
Education
University of Dayton 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
KeyBanc Capital Markets June 2006 - Present
Midwest Research March 2004 - June 2006
Skills
Equity Valuation, Investment Banking, Valuation, Financial Analysis, Equities, Capital Markets, Equity Research, Market Research
Education
University of Dayton 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Dennis Forst Dennis Forst's KeyBanc Capital Markets Experience 1997 - 2012
Job Principal, Edgerton Advisors
Industry Financial Services
Experience
Self-employed 2012 - Present
KeyBanc Capital Markets 1997 - 2012
Tucker Anthony 1991 - 1997
Skills
Seasoned, accomplished..., Valuation, Analysis, Due Diligence, Equities, Investments, Financial Modeling, Wealth Management, Equity Research, Securities, Business Strategy, Management, Capital Markets, Leadership, Private Equity, Portfolio Management, Asset Management, Financial Analysis
Education
UCLA Anderson School of Management 1968 — 1969
Master of Science (MS), Business Administration and Management, General
UCLA 1964 — 1968
Bachelor of Science (BS), Accounting and Finance
Self-employed 2012 - Present
KeyBanc Capital Markets 1997 - 2012
Tucker Anthony 1991 - 1997
Skills
Seasoned, accomplished..., Valuation, Analysis, Due Diligence, Equities, Investments, Financial Modeling, Wealth Management, Equity Research, Securities, Business Strategy, Management, Capital Markets, Leadership, Private Equity, Portfolio Management, Asset Management, Financial Analysis
Education
UCLA Anderson School of Management 1968 — 1969
Master of Science (MS), Business Administration and Management, General
UCLA 1964 — 1968
Bachelor of Science (BS), Accounting and Finance
Michael C. Song Michael C. Song's KeyBanc Capital Markets Experience June 2008 - September 2008
Job Senior Associate at OpenGate Capital
Industry Venture Capital & Private Equity
Experience
OpenGate Capital December 2014 - Present
OpenGate Capital September 2014 - December 2014
Sun Capital Partners July 2012 - August 2014
Barclays Capital July 2010 - June 2012
Lazard Capital Markets October 2007 - December 2009
HOPE International June 2009 - August 2009
KeyBanc Capital Markets June 2008 - September 2008
Limited Brands June 2007 - September 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital Markets, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Equities, Investments, Mergers & Acquisitions, Hedge Funds, Venture Capital, Bloomberg, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA with Honors, Finance and Economics
OpenGate Capital December 2014 - Present
OpenGate Capital September 2014 - December 2014
Sun Capital Partners July 2012 - August 2014
Barclays Capital July 2010 - June 2012
Lazard Capital Markets October 2007 - December 2009
HOPE International June 2009 - August 2009
KeyBanc Capital Markets June 2008 - September 2008
Limited Brands June 2007 - September 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital Markets, Private Equity, Corporate Finance, LBO, Mergers, Due Diligence, Equities, Investments, Mergers & Acquisitions, Hedge Funds, Venture Capital, Bloomberg, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA with Honors, Finance and Economics
Brandon Bauer's KeyBanc Capital Markets Experience January 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets January 2015 - Present
Falls River Group June 2014 - September 2014
Copper Run Capital LLC August 2013 - May 2014
Limited Brands/Victoria's Secret June 2013 - August 2013
Morella & Associates June 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Leadership Development, Public Speaking, Research, Corporate Finance, Yachting, PowerPoint, Financial Analysis, Professional Writing
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Major (Minor): Finance (Political Science)
Wall Street Prep 2012 — 2012
Premium Corporate Valuation and Financial Modeling Program
KeyBanc Capital Markets January 2015 - Present
Falls River Group June 2014 - September 2014
Copper Run Capital LLC August 2013 - May 2014
Limited Brands/Victoria's Secret June 2013 - August 2013
Morella & Associates June 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Leadership Development, Public Speaking, Research, Corporate Finance, Yachting, PowerPoint, Financial Analysis, Professional Writing
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Major (Minor): Finance (Political Science)
Wall Street Prep 2012 — 2012
Premium Corporate Valuation and Financial Modeling Program
Ajay Chohan Ajay Chohan's KeyBanc Capital Markets Experience July 2010 - April 2011
Job Swagbucks.com, AjayChohan.com
Industry Internet
Experience
PRODÉGÉ, LLC January 2014 - Present
AjayChohan.com December 2013 - Present
oDesk June 2013 - December 2013
RBC Capital Markets May 2011 - July 2012
KeyBanc Capital Markets July 2010 - April 2011
Caris & Company July 2008 - June 2009
Skills
Strategic Partnerships, Mergers & Acquisitions, Investment Banking, Business Development, Valuation, Financial Modeling, Mobile Game Development, Equity Trading, Customer Acquisition, Online Advertising, Quantitative Analytics, Performance Based..., Go-to-market Strategy
Education
University of California, San Diego 2006 — 2010
Bachelors of Arts, Economics and Political Science - International Relations
PRODÉGÉ, LLC January 2014 - Present
AjayChohan.com December 2013 - Present
oDesk June 2013 - December 2013
RBC Capital Markets May 2011 - July 2012
KeyBanc Capital Markets July 2010 - April 2011
Caris & Company July 2008 - June 2009
Skills
Strategic Partnerships, Mergers & Acquisitions, Investment Banking, Business Development, Valuation, Financial Modeling, Mobile Game Development, Equity Trading, Customer Acquisition, Online Advertising, Quantitative Analytics, Performance Based..., Go-to-market Strategy
Education
University of California, San Diego 2006 — 2010
Bachelors of Arts, Economics and Political Science - International Relations
Michael Mick Boyle Michael Mick Boyle's KeyBanc Capital Markets Experience June 2012 - June 2014
Job Director at KeyBank & KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBank & KeyBanc Capital Markets June 2014 - Present
KeyBanc Capital Markets June 2012 - June 2014
JPMorgan Securities LLC January 2006 - June 2012
KeyBanc Capital Markets October 2002 - January 2006
Skills
Series 7, Series 63, Bonds, Investments, Capital Markets, Fixed Income, Bloomberg, Asset Management, Investment Banking, Series 9, Series 10, Derivatives, FINRA, Financial Institutions, Private Placements, Financial Services, Credit Analysis, Private Equity, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
The University of Connecticut School of Business 1985 — 1989
BS, Finance
KeyBank & KeyBanc Capital Markets June 2014 - Present
KeyBanc Capital Markets June 2012 - June 2014
JPMorgan Securities LLC January 2006 - June 2012
KeyBanc Capital Markets October 2002 - January 2006
Skills
Series 7, Series 63, Bonds, Investments, Capital Markets, Fixed Income, Bloomberg, Asset Management, Investment Banking, Series 9, Series 10, Derivatives, FINRA, Financial Institutions, Private Placements, Financial Services, Credit Analysis, Private Equity, Wealth Management
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
The University of Connecticut School of Business 1985 — 1989
BS, Finance
Cormac Kelly's KeyBanc Capital Markets Experience May 2015 - August 2015
Job Incoming Investment Banking Analyst at KeyBanc Capital Markets
Industry Research
Experience
KeyBanc Capital Markets May 2015 - August 2015
The Ohio State University Department of Consumer Sciences October 2012 - August 2015
The Country Club June 2009 - August 2015
National Collegiate Club Golf Association December 2013 - December 2014
Skills
Data Analysis, Microsoft Excel, Teamwork, Time Management, Leadership, Public Speaking, Research, Statistics, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Macroeconomics, Microeconomics, Linear Regression
Education
The Ohio State University 2012 — 2016
Bachelor of Science (B.S.), Economics
KeyBanc Capital Markets May 2015 - August 2015
The Ohio State University Department of Consumer Sciences October 2012 - August 2015
The Country Club June 2009 - August 2015
National Collegiate Club Golf Association December 2013 - December 2014
Skills
Data Analysis, Microsoft Excel, Teamwork, Time Management, Leadership, Public Speaking, Research, Statistics, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Macroeconomics, Microeconomics, Linear Regression
Education
The Ohio State University 2012 — 2016
Bachelor of Science (B.S.), Economics
Alison Eisenberg, CPA's KeyBanc Capital Markets Experience August 2009 - August 2009
Job Assurance Staff II at EY
Industry Accounting
Experience
EY September 2013 - Present
Time Warner Cable June 2012 - August 2012
Ernst & Young June 2011 - August 2011
Ernst & Young June 2010 - August 2010
KeyBanc Capital Markets August 2009 - August 2009
Aultman Hospital July 2009 - July 2009
Skills
Assurance, Microsoft Excel, Finance, Financial Reporting, Tax, Microsoft Office, PowerPoint
Education
Tulane University 2008 — 2013
BSM, Master of Accounting
EY September 2013 - Present
Time Warner Cable June 2012 - August 2012
Ernst & Young June 2011 - August 2011
Ernst & Young June 2010 - August 2010
KeyBanc Capital Markets August 2009 - August 2009
Aultman Hospital July 2009 - July 2009
Skills
Assurance, Microsoft Excel, Finance, Financial Reporting, Tax, Microsoft Office, PowerPoint
Education
Tulane University 2008 — 2013
BSM, Master of Accounting
Rich Wicker Rich Wicker's KeyBanc Capital Markets Experience November 2005 - March 2011
Job Vice President, Institutional Equity Sales at Citi
Industry Capital Markets
Experience
Citi March 2011 - Present
KeyBanc Capital Markets November 2005 - March 2011
The Shemano Group June 2003 - November 2005
Skills
Series 7, Series 63, Bloomberg Terminal, Excel, Reuters, Thomson One, Great Plains Software, Thompson One, Finance, Bloomberg, Equities, Asset Management, Hedge Funds
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Investments & Financial Markets
University of Dayton 1997 — 2001
BA, Electronic Media
Citi March 2011 - Present
KeyBanc Capital Markets November 2005 - March 2011
The Shemano Group June 2003 - November 2005
Skills
Series 7, Series 63, Bloomberg Terminal, Excel, Reuters, Thomson One, Great Plains Software, Thompson One, Finance, Bloomberg, Equities, Asset Management, Hedge Funds
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Investments & Financial Markets
University of Dayton 1997 — 2001
BA, Electronic Media
Matthew Gulas's KeyBanc Capital Markets Experience June 2011 - September 2011
Job Senior Treasury Analyst at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2013 - Present
Discover Financial Services July 2012 - August 2013
KeyBanc Capital Markets June 2011 - September 2011
Ohio House of Representatives January 2011 - June 2011
KeyBanc Capital Markets June 2010 - September 2010
Skills
Finance, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Microsoft Word, Microsoft Office, Economics, QRM, Balance Sheet, Treasury Management, Financial Services, Macroeconomics, Monetary Policy, Interest Rates, Corporate Finance, Banking, Bloomberg, CCAR
Education
The Ohio State University 2008 — 2012
Dual Degree B.A. with Honors, Economics, Political Science
Discover Financial Services September 2013 - Present
Discover Financial Services July 2012 - August 2013
KeyBanc Capital Markets June 2011 - September 2011
Ohio House of Representatives January 2011 - June 2011
KeyBanc Capital Markets June 2010 - September 2010
Skills
Finance, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Microsoft Word, Microsoft Office, Economics, QRM, Balance Sheet, Treasury Management, Financial Services, Macroeconomics, Monetary Policy, Interest Rates, Corporate Finance, Banking, Bloomberg, CCAR
Education
The Ohio State University 2008 — 2012
Dual Degree B.A. with Honors, Economics, Political Science
Sewell Strifler Sewell Strifler's KeyBanc Capital Markets Experience April 2014 - June 2015
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies June 2015 - Present
KeyBanc Capital Markets April 2014 - June 2015
KeyBanc Capital Markets July 2013 - March 2014
OakStreet Wealth Management August 2012 - April 2013
Dayton Children's Medical Center August 2011 - December 2012
US Trust June 2012 - August 2012
Kaye/Bassman International May 2011 - August 2011
Skills
Time Management, Access, Bloomberg Terminal, Microsoft Excel, Strategy, Economics, Corporate Finance, Capital Markets, Equity Research, Financial Markets, Market Research, Management, Banking
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Economics, 3.7
Jesuit College Prep 2005 — 2009
Jefferies June 2015 - Present
KeyBanc Capital Markets April 2014 - June 2015
KeyBanc Capital Markets July 2013 - March 2014
OakStreet Wealth Management August 2012 - April 2013
Dayton Children's Medical Center August 2011 - December 2012
US Trust June 2012 - August 2012
Kaye/Bassman International May 2011 - August 2011
Skills
Time Management, Access, Bloomberg Terminal, Microsoft Excel, Strategy, Economics, Corporate Finance, Capital Markets, Equity Research, Financial Markets, Market Research, Management, Banking
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Economics, 3.7
Jesuit College Prep 2005 — 2009
Katherine Kamykowski Katherine Kamykowski's KeyBanc Capital Markets Experience May 2015 - Present
Job Equity Research Intern at KeyBanc Capital Markets
Industry Higher Education
Experience
KeyBanc Capital Markets May 2015 - Present
The Ohio State University Department of Computer Science and Engineering December 2013 - Present
The Ohio State University Catering and Dining Services November 2012 - Present
John F. Kennedy Catholic High School June 2013 - August 2013
Skills
Database Design, Databases, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
John F. Kennedy Catholic High School--Warren, OH 2008 — 2012
High School Diploma
KeyBanc Capital Markets May 2015 - Present
The Ohio State University Department of Computer Science and Engineering December 2013 - Present
The Ohio State University Catering and Dining Services November 2012 - Present
John F. Kennedy Catholic High School June 2013 - August 2013
Skills
Database Design, Databases, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
John F. Kennedy Catholic High School--Warren, OH 2008 — 2012
High School Diploma
Mate Zuzic Mate Zuzic's KeyBanc Capital Markets Experience March 2013 - June 2014
Job Associate at The Townsend Group
Industry Banking
Experience
The Townsend Group June 2014 - Present
KeyBanc Capital Markets March 2013 - June 2014
KeyBanc Capital Markets September 2012 - March 2013
KeyBanc Capital Markets July 2011 - August 2012
Fulbright Fellowship August 2010 - May 2011
Intesa Sanpaolo (Privredna Banka Zagreb) March 2011 - April 2011
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Economics, Performing Arts, Slavic languages, Due Diligence, Medieval History, Investment Banking, Finance, Analysis, Competitive Analysis
Education
The University of Akron 2006 — 2010
Bachelor of Arts, Economics
Zagreb School of Economics and Management 2008 — 2009
Study Abroad, International Business Studies and Coursework
The Townsend Group June 2014 - Present
KeyBanc Capital Markets March 2013 - June 2014
KeyBanc Capital Markets September 2012 - March 2013
KeyBanc Capital Markets July 2011 - August 2012
Fulbright Fellowship August 2010 - May 2011
Intesa Sanpaolo (Privredna Banka Zagreb) March 2011 - April 2011
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Economics, Performing Arts, Slavic languages, Due Diligence, Medieval History, Investment Banking, Finance, Analysis, Competitive Analysis
Education
The University of Akron 2006 — 2010
Bachelor of Arts, Economics
Zagreb School of Economics and Management 2008 — 2009
Study Abroad, International Business Studies and Coursework
Ray Lewis, CFA's KeyBanc Capital Markets Experience 1998 - 2002
Job Investments/Wealth Management
Industry Financial Services
Experience
Evercore Asset Management 2002 - 2011
KeyBanc Capital Markets 1998 - 2002
Schroders 1995 - 1998
Value Line 1994 - 1995
Skills
Capital Markets, Portfolio Management, Asset Allocation, Investments, Industry Analysis, Equity Research, Fixed Income Analysis, Valuation
Education
Tufts University
BA, International Relations and History
Gresham's School
Evercore Asset Management 2002 - 2011
KeyBanc Capital Markets 1998 - 2002
Schroders 1995 - 1998
Value Line 1994 - 1995
Skills
Capital Markets, Portfolio Management, Asset Allocation, Investments, Industry Analysis, Equity Research, Fixed Income Analysis, Valuation
Education
Tufts University
BA, International Relations and History
Gresham's School
Ryan McMicken Ryan McMicken's KeyBanc Capital Markets Experience January 2015 - May 2015
Job Analyst HMS Income Fund
Industry Financial Services
Experience
Hines April 2015 - Present
KeyBanc Capital Markets January 2015 - May 2015
KeyBank January 2014 - December 2014
The University of Texas at Austin October 2010 - December 2013
KeyBanc Capital Markets May 2013 - August 2013
Investment Professionals, Inc. May 2012 - August 2012
Maggiano's Little Italy August 2010 - October 2010
Hinze's Barbecue and Catering June 2007 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Word
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2013
Bachelor's Degree, Corporate Finance and Investment Banking
Hines April 2015 - Present
KeyBanc Capital Markets January 2015 - May 2015
KeyBank January 2014 - December 2014
The University of Texas at Austin October 2010 - December 2013
KeyBanc Capital Markets May 2013 - August 2013
Investment Professionals, Inc. May 2012 - August 2012
Maggiano's Little Italy August 2010 - October 2010
Hinze's Barbecue and Catering June 2007 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Word
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2013
Bachelor's Degree, Corporate Finance and Investment Banking
Daniel Easley's KeyBanc Capital Markets Experience June 2013 - August 2013
Job Consultant at Newry Corp
Industry Management Consulting
Experience
Newry Corp July 2015 - Present
Newry Corp July 2014 - July 2015
KeyBanc Capital Markets June 2013 - August 2013
MRI Software LLC July 2012 - December 2012
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2014
Bachelor's Degree
Universidad Carlos III de Madrid 2013 — 2013
Naperville North High School
Newry Corp July 2015 - Present
Newry Corp July 2014 - July 2015
KeyBanc Capital Markets June 2013 - August 2013
MRI Software LLC July 2012 - December 2012
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2014
Bachelor's Degree
Universidad Carlos III de Madrid 2013 — 2013
Naperville North High School
Fritz Lehman's KeyBanc Capital Markets Experience June 2006 - March 2008
Job Director at Petro Capital Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Petro Capital Advisors, LLC April 2008 - Present
Shack Energy Services December 2009 - Present
Lynx Pressure Solutions February 2012 - February 2014
KeyBanc Capital Markets June 2006 - March 2008
Limited Brands June 2005 - April 2006
Skills
Capital Markets, Finance, Energy, Equities, Investment Banking
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (BS), Finance, General
Petro Capital Advisors, LLC April 2008 - Present
Shack Energy Services December 2009 - Present
Lynx Pressure Solutions February 2012 - February 2014
KeyBanc Capital Markets June 2006 - March 2008
Limited Brands June 2005 - April 2006
Skills
Capital Markets, Finance, Energy, Equities, Investment Banking
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (BS), Finance, General
Drew Becker Drew Becker's KeyBanc Capital Markets Experience May 2011 - August 2011
Job Crude Oil Marketing Representative at Enbridge
Industry Oil & Energy
Experience
Enbridge Risk Analyst / Sr. TraderHanley Trading Center - Flyer FOREX FundDecember 2010 - December 2011
Davis Center for Portfolio Management May 2009 - December 2011
KeyBanc Capital Markets May 2011 - August 2011
Innovated Medical Device Solutions May 2010 - July 2010
General Electric Aviation January 2010 - May 2010
PolyOne Corporation May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, VBA, PowerPoint, FX trading, FX Risk, Bloomberg
Education
University of Dayton 2007 — 2011
Bachelor of Science, Business Administration; Finance and Operations Management
Enbridge Risk Analyst / Sr. TraderHanley Trading Center - Flyer FOREX FundDecember 2010 - December 2011
Davis Center for Portfolio Management May 2009 - December 2011
KeyBanc Capital Markets May 2011 - August 2011
Innovated Medical Device Solutions May 2010 - July 2010
General Electric Aviation January 2010 - May 2010
PolyOne Corporation May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, VBA, PowerPoint, FX trading, FX Risk, Bloomberg
Education
University of Dayton 2007 — 2011
Bachelor of Science, Business Administration; Finance and Operations Management
Elizabeth Bart Elizabeth Bart's KeyBanc Capital Markets Experience November 2008 - September 2011
Job RISC Consultant at Key Bank
Industry Financial Services
Experience
KeyBank September 2011 - Present
KeyBanc Capital Markets November 2008 - September 2011
KeyBanc Capital Markets August 2005 - November 2008
Piper Jaffray August 2004 - August 2005
Morgan Stanley September 2002 - August 2004
Skills
Series 7, FINRA, Series 63, Hedge Funds
Education
University of Dayton 1997 — 2001
BS, Education & Sports Medicine
KeyBank September 2011 - Present
KeyBanc Capital Markets November 2008 - September 2011
KeyBanc Capital Markets August 2005 - November 2008
Piper Jaffray August 2004 - August 2005
Morgan Stanley September 2002 - August 2004
Skills
Series 7, FINRA, Series 63, Hedge Funds
Education
University of Dayton 1997 — 2001
BS, Education & Sports Medicine
Jon Pressnell Jon Pressnell's KeyBanc Capital Markets Experience September 2005 - May 2007
Job Principal at Blue Point Capital Partners
Industry Venture Capital & Private Equity
Experience
Blue Point Capital Partners September 2015 - Present
Greenbriar Equity Group July 2012 - September 2015
Tuck School of Business at Dartmouth College August 2010 - June 2012
Abrisa Technologies June 2011 - August 2011
Blue Point Capital Partners June 2007 - August 2010
KeyBanc Capital Markets September 2005 - May 2007
Ernst & Young June 2004 - August 2005
Skills
Private Equity, Financial Modeling, Valuation, Mergers, Due Diligence, Corporate Finance, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
University of Notre Dame - Mendoza College of Business 2003 — 2004
MsAcct, Financial Reporting
University of Pittsburgh 2000 — 2003
BSBA, Accounting
Lakewood High School
Blue Point Capital Partners September 2015 - Present
Greenbriar Equity Group July 2012 - September 2015
Tuck School of Business at Dartmouth College August 2010 - June 2012
Abrisa Technologies June 2011 - August 2011
Blue Point Capital Partners June 2007 - August 2010
KeyBanc Capital Markets September 2005 - May 2007
Ernst & Young June 2004 - August 2005
Skills
Private Equity, Financial Modeling, Valuation, Mergers, Due Diligence, Corporate Finance, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
University of Notre Dame - Mendoza College of Business 2003 — 2004
MsAcct, Financial Reporting
University of Pittsburgh 2000 — 2003
BSBA, Accounting
Lakewood High School
Bill Bobbora Bill Bobbora's KeyBanc Capital Markets Experience April 2005 - January 2007
Job Sr. Vice President at Cadence Bank
Industry Financial Services
Experience
Cadence Bank, N.A. October 2011 - Present
University of Houston August 2008 - Present
Regions Bank May 2009 - September 2011
Wachovia January 2007 - May 2009
KeyBanc Capital Markets April 2005 - January 2007
The Retail Advisory Group January 2002 - December 2004
Petroplex Petroleum August 1998 - December 2004
JPMorgan Chase August 1993 - August 1998
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
M.B.A
University of Nebraska-Lincoln 1985 — 1989
BA, Psychology
Cadence Bank, N.A. October 2011 - Present
University of Houston August 2008 - Present
Regions Bank May 2009 - September 2011
Wachovia January 2007 - May 2009
KeyBanc Capital Markets April 2005 - January 2007
The Retail Advisory Group January 2002 - December 2004
Petroplex Petroleum August 1998 - December 2004
JPMorgan Chase August 1993 - August 1998
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
M.B.A
University of Nebraska-Lincoln 1985 — 1989
BA, Psychology
Matthew DeGulis Matthew DeGulis's KeyBanc Capital Markets Experience June 2012 - August 2012
Job Analyst at JP Morgan Securities
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
University of Michigan Ross School of Business September 2010 - December 2013
J.P. Morgan June 2013 - August 2013
KeyBanc Capital Markets June 2012 - August 2012
University of Michigan May 2012 - June 2012
Cleveland Museum of Art May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, English, Microsoft Office, Microsoft Word, Windows, Research, Outlook, Teaching, Public Speaking, Syndications, Commercial Banking, Leveraged Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Corporate Strategy and Finance
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
University School
J.P. Morgan June 2014 - Present
University of Michigan Ross School of Business September 2010 - December 2013
J.P. Morgan June 2013 - August 2013
KeyBanc Capital Markets June 2012 - August 2012
University of Michigan May 2012 - June 2012
Cleveland Museum of Art May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, English, Microsoft Office, Microsoft Word, Windows, Research, Outlook, Teaching, Public Speaking, Syndications, Commercial Banking, Leveraged Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Corporate Strategy and Finance
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
University School
Grant Pollack Grant Pollack's KeyBanc Capital Markets Experience July 2014 - Present
Job Rotational Analyst at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets July 2014 - Present
Candlewood Partners, LLC June 2013 - August 2013
IQNavigator June 2012 - March 2013
Club Golf at University of Denver March 2010 - June 2012
State Industrial Products June 2011 - August 2011
State Industrial Products June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Research, Financial Modeling, Spanish, Public Speaking, Equity Valuation, Marketing, Social Networking, Time Management, Capital IQ, Salesforce.com, Financial, Communication Skills, Strategic Planning, Analysis, Finance
Education
University of Denver 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Denver 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance, 3.71
KeyBanc Capital Markets July 2014 - Present
Candlewood Partners, LLC June 2013 - August 2013
IQNavigator June 2012 - March 2013
Club Golf at University of Denver March 2010 - June 2012
State Industrial Products June 2011 - August 2011
State Industrial Products June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Research, Financial Modeling, Spanish, Public Speaking, Equity Valuation, Marketing, Social Networking, Time Management, Capital IQ, Salesforce.com, Financial, Communication Skills, Strategic Planning, Analysis, Finance
Education
University of Denver 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Denver 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance, 3.71
Eric Chrabot Eric Chrabot's KeyBanc Capital Markets Experience 2015 - Present
Job 2016 MBA Candidate. R.H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
KeyBanc Capital Markets 2015 - Present
Booz Allen Hamilton 2011 - 2014
CSC 2008 - 2011
MGC Investments May 2006 - August 2006
Skills
Management Consulting, Program Management, Strategic Planning, Entrepreneurship, Business Process..., Business Strategy, Management, Project Management, Analysis, Proposal Writing, Finance, Strategy, Business Process
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2005 — 2008
Bachelor of Science (BS), Economics
KeyBanc Capital Markets 2015 - Present
Booz Allen Hamilton 2011 - 2014
CSC 2008 - 2011
MGC Investments May 2006 - August 2006
Skills
Management Consulting, Program Management, Strategic Planning, Entrepreneurship, Business Process..., Business Strategy, Management, Project Management, Analysis, Proposal Writing, Finance, Strategy, Business Process
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2005 — 2008
Bachelor of Science (BS), Economics
Doug Smythe Doug Smythe's KeyBanc Capital Markets Experience June 2008 - August 2008
Job MBA Candidate at NYU Stern School of Business
Industry Commercial Real Estate
Experience
NYU Stern School of Business August 2015 - Present
Kaiser Associates November 2010 - May 2015
ARPC October 2010 - February 2011
Smythe Property Advisors June 2009 - August 2009
Grubb & Ellis June 2009 - August 2009
KeyBanc Capital Markets June 2008 - August 2008
Voices & Choices 2005 - 2005
Skills
Management Consulting, Market Entry, Strategy, Business Strategy, Competitive Analysis, Strategic Consulting, Market Research, Consulting, Benchmarking, Competitive Intelligence, Strategic Planning, Data Analysis, Organizational Design, Market Analysis, Analysis, Go-to-market Strategy, Primary Research, Analytics, Economics, Mergers & Acquisitions, Due Diligence
Education
Williams College 2006 — 2010
Bachelor of Arts, Economics and Legal Studies
The University of Edinburgh 2009 — 2009
Economics
University School 2002 — 2006
High School Diploma
NYU Stern School of Business August 2015 - Present
Kaiser Associates November 2010 - May 2015
ARPC October 2010 - February 2011
Smythe Property Advisors June 2009 - August 2009
Grubb & Ellis June 2009 - August 2009
KeyBanc Capital Markets June 2008 - August 2008
Voices & Choices 2005 - 2005
Skills
Management Consulting, Market Entry, Strategy, Business Strategy, Competitive Analysis, Strategic Consulting, Market Research, Consulting, Benchmarking, Competitive Intelligence, Strategic Planning, Data Analysis, Organizational Design, Market Analysis, Analysis, Go-to-market Strategy, Primary Research, Analytics, Economics, Mergers & Acquisitions, Due Diligence
Education
Williams College 2006 — 2010
Bachelor of Arts, Economics and Legal Studies
The University of Edinburgh 2009 — 2009
Economics
University School 2002 — 2006
High School Diploma
Jonathan C. Ly Jonathan C. Ly's KeyBanc Capital Markets Experience 2006 - 2007
Job Vice President, Public Finance at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
Taylor Petersen's KeyBanc Capital Markets Experience July 2012 - May 2015
Job CoFounder at Bould Adventures LLC
Industry Leisure, Travel & Tourism
Experience
Bould Adventures LLC June 2015 - Present
KeyBanc Capital Markets July 2012 - May 2015
Key Equipment Finance May 2011 - July 2012
PwC January 2011 - March 2011
Skills
Passed CFA Level 1 in..., Accounting, Asset Management, Auditing, Bloomberg Terminal, Capital Markets, Credit Analysis, Due Diligence, Investments, Mergers, Private Equity, Start-ups
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2012
BSBA and MS, Accounting
Bould Adventures LLC June 2015 - Present
KeyBanc Capital Markets July 2012 - May 2015
Key Equipment Finance May 2011 - July 2012
PwC January 2011 - March 2011
Skills
Passed CFA Level 1 in..., Accounting, Asset Management, Auditing, Bloomberg Terminal, Capital Markets, Credit Analysis, Due Diligence, Investments, Mergers, Private Equity, Start-ups
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2012
BSBA and MS, Accounting
Dante Iacozili Dante Iacozili's KeyBanc Capital Markets Experience January 2014 - Present
Job Equity Trader at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets January 2014 - Present
DV Trading (Division of Rosenthal Collins Group) February 2010 - January 2014
Skills
Derivatives, Trading, Equities, Financial Markets, Proprietary Trading, Trading Strategies, Fixed Income, Commodity, Equity Derivatives, Electronic Trading, Hedging, FX Derivatives, US Treasuries, Series 7, CQG, Bloomberg, Financial Analysis
Education
The University of Akron 2005 — 2009
KeyBanc Capital Markets January 2014 - Present
DV Trading (Division of Rosenthal Collins Group) February 2010 - January 2014
Skills
Derivatives, Trading, Equities, Financial Markets, Proprietary Trading, Trading Strategies, Fixed Income, Commodity, Equity Derivatives, Electronic Trading, Hedging, FX Derivatives, US Treasuries, Series 7, CQG, Bloomberg, Financial Analysis
Education
The University of Akron 2005 — 2009
Bill Plagens Bill Plagens's KeyBanc Capital Markets Experience July 1994 - Present
Job KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 1994 - Present
National City Bank January 1990 - June 1994
McDonald & Company Securities October 1987 - November 1989
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Investment Banking, Options, Securities, Trading, Investments, Equities, High Yield, Series 63, Portfolio Management, CDS, Alternative Investments
Education
The Ohio State University 1979 — 1983
KeyBanc Capital Markets July 1994 - Present
National City Bank January 1990 - June 1994
McDonald & Company Securities October 1987 - November 1989
Skills
Series 7, Fixed Income, Bonds, Bloomberg, Capital Markets, Investment Banking, Options, Securities, Trading, Investments, Equities, High Yield, Series 63, Portfolio Management, CDS, Alternative Investments
Education
The Ohio State University 1979 — 1983
Keeran Rajasekaran Keeran Rajasekaran's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Ohio Attorney General's Office August 2014 - April 2015
Ohio Attorney General's Office May 2013 - August 2013
Squire Sanders June 2012 - August 2012
Skills
Legal Research, Mergers & Acquisitions, Corporate Law, Legal Writing, Westlaw, Litigation, Lexis, Courts, Civil Litigation, Mediation, Criminal Law, Spanish, Public Policy, Research, Commercial Litigation, Public Speaking, Trials, Employment Law, Microsoft Office, PowerPoint, Policy Analysis
Education
The Ohio State University Moritz College of Law 2011 — 2014
Doctor of Law (J.D.)
The University of Connecticut 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
KeyBanc Capital Markets July 2015 - Present
Ohio Attorney General's Office August 2014 - April 2015
Ohio Attorney General's Office May 2013 - August 2013
Squire Sanders June 2012 - August 2012
Skills
Legal Research, Mergers & Acquisitions, Corporate Law, Legal Writing, Westlaw, Litigation, Lexis, Courts, Civil Litigation, Mediation, Criminal Law, Spanish, Public Policy, Research, Commercial Litigation, Public Speaking, Trials, Employment Law, Microsoft Office, PowerPoint, Policy Analysis
Education
The Ohio State University Moritz College of Law 2011 — 2014
Doctor of Law (J.D.)
The University of Connecticut 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
James DelMedico James DelMedico's KeyBanc Capital Markets Experience July 2006 - June 2009
Job Senior Vice President, Enterprise Execution Services at SunTrust
Industry Management Consulting
Experience
SunTrust November 2014 - Present
SunTrust Bank January 2014 - October 2014
Deloitte Consulting LLP June 2013 - December 2013
Deloitte Consulting LLP June 2011 - June 2013
Deloitte Consulting May 2010 - August 2010
KeyBanc Capital Markets July 2006 - June 2009
KeyBank July 2004 - July 2006
Skills
Financial Modeling, Capital Markets, Managerial Finance, Financial Analysis, Management Consulting, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance, Management Consulting
Universität zu Köln 2010 — 2010
MBA Exchange, MBA, MBA
University of Dayton 2000 — 2004
B.S.B.A, Finance
University of Augsburg 2003 — 2003
Study Abroad, Economics
SunTrust November 2014 - Present
SunTrust Bank January 2014 - October 2014
Deloitte Consulting LLP June 2013 - December 2013
Deloitte Consulting LLP June 2011 - June 2013
Deloitte Consulting May 2010 - August 2010
KeyBanc Capital Markets July 2006 - June 2009
KeyBank July 2004 - July 2006
Skills
Financial Modeling, Capital Markets, Managerial Finance, Financial Analysis, Management Consulting, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance, Management Consulting
Universität zu Köln 2010 — 2010
MBA Exchange, MBA, MBA
University of Dayton 2000 — 2004
B.S.B.A, Finance
University of Augsburg 2003 — 2003
Study Abroad, Economics
Mow Wong Mow Wong's KeyBanc Capital Markets Experience March 2001 - June 2004
Job Chief Operating Officer at Accordion Partners
Industry Financial Services
Experience
Accordion Partners March 2011 - Present
Independent Consultant August 2008 - November 2010
Bear Stearns July 2004 - April 2007
KeyBanc Capital Markets March 2001 - June 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of Michigan 1997 — 1997
BBA, Finance
Accordion Partners March 2011 - Present
Independent Consultant August 2008 - November 2010
Bear Stearns July 2004 - April 2007
KeyBanc Capital Markets March 2001 - June 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of Michigan 1997 — 1997
BBA, Finance
Rebecca Monico, CFA (Borden) Rebecca Monico, CFA (Borden)'s KeyBanc Capital Markets Experience July 2008 - Present
Job Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2008 - Present
PricewaterhouseCoopers May 2007 - July 2007
Rothstein Kass January 2007 - April 2007
Skills
Equity Capital Markets, Equities, Mergers, Investment Banking, Valuation, Mergers & Acquisitions, Accounting
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance and Accounting
KeyBanc Capital Markets July 2008 - Present
PricewaterhouseCoopers May 2007 - July 2007
Rothstein Kass January 2007 - April 2007
Skills
Equity Capital Markets, Equities, Mergers, Investment Banking, Valuation, Mergers & Acquisitions, Accounting
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance and Accounting
Jeffrey Lakarosky Jeffrey Lakarosky's KeyBanc Capital Markets Experience March 2015 - Present
Job Vice President at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets March 2015 - Present
KeyBanc Capital Markets July 2011 - March 2015
Columbus Partnership April 2010 - June 2011
Halvorson and Partners July 2007 - July 2009
URS Corporation January 2006 - July 2007
Marten Construction Management May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Structural Engineering, Valuation, Financial Analysis, Mergers, Finance, Capital Markets, Investment Banking, Due Diligence, Strategic Planning, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Finance, Strategy, and Entrepreneurship
University of Illinois at Urbana-Champaign 2004 — 2005
M.S., Civil Engineering
University of Kentucky 2002 — 2004
B.S., Civil Engineering
KeyBanc Capital Markets March 2015 - Present
KeyBanc Capital Markets July 2011 - March 2015
Columbus Partnership April 2010 - June 2011
Halvorson and Partners July 2007 - July 2009
URS Corporation January 2006 - July 2007
Marten Construction Management May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Structural Engineering, Valuation, Financial Analysis, Mergers, Finance, Capital Markets, Investment Banking, Due Diligence, Strategic Planning, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Finance, Strategy, and Entrepreneurship
University of Illinois at Urbana-Champaign 2004 — 2005
M.S., Civil Engineering
University of Kentucky 2002 — 2004
B.S., Civil Engineering
Brett Siegal's KeyBanc Capital Markets Experience June 2009 - August 2009
Job Associate, GCM Grosvenor Capital Management
Industry Financial Services
Experience
GCM Grosvenor Capital Management April 2011 - Present
TAMID Israel Investment Group January 2008 - April 2011
University of Michigan September 2007 - April 2011
Jefferies and Company June 2010 - August 2010
KeyBanc Capital Markets June 2009 - August 2009
Forest City Enterprises June 2008 - August 2008
KeyBanc Capital Markets June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Research, PowerPoint, Non-profits, Microsoft Excel, Entrepreneurship, Social Media, Microsoft Office, Microsoft Word, Public Speaking
Education
University of Michigan 2007 — 2011
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
GCM Grosvenor Capital Management April 2011 - Present
TAMID Israel Investment Group January 2008 - April 2011
University of Michigan September 2007 - April 2011
Jefferies and Company June 2010 - August 2010
KeyBanc Capital Markets June 2009 - August 2009
Forest City Enterprises June 2008 - August 2008
KeyBanc Capital Markets June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Research, PowerPoint, Non-profits, Microsoft Excel, Entrepreneurship, Social Media, Microsoft Office, Microsoft Word, Public Speaking
Education
University of Michigan 2007 — 2011
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance
Ryan Ponikvar Ryan Ponikvar's KeyBanc Capital Markets Experience October 2013 - October 2014
Job Lead Trader Fundamentum at Stratos Wealth Partners
Industry Banking
Experience
Stratos Wealth Partners November 2014 - Present
KeyBanc Capital Markets October 2013 - October 2014
KeyBank March 2013 - October 2013
KeyBank March 2012 - March 2013
University of Cincinnati January 2010 - March 2012
Victory Capital Management June 2011 - September 2011
General Cable April 2010 - June 2011
General Cable September 2009 - December 2009
Skills
Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Valuation, Financial Reporting, Forecasting, Credit, VBA, Portfolio Management, Budgets, Finance, Series 7, Series 63, Microsoft Excel, Microsoft Office, Trading, Investments, Bloomberg, Banking, Fixed Income
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Mentor High School
Stratos Wealth Partners November 2014 - Present
KeyBanc Capital Markets October 2013 - October 2014
KeyBank March 2013 - October 2013
KeyBank March 2012 - March 2013
University of Cincinnati January 2010 - March 2012
Victory Capital Management June 2011 - September 2011
General Cable April 2010 - June 2011
General Cable September 2009 - December 2009
Skills
Risk Management, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Valuation, Financial Reporting, Forecasting, Credit, VBA, Portfolio Management, Budgets, Finance, Series 7, Series 63, Microsoft Excel, Microsoft Office, Trading, Investments, Bloomberg, Banking, Fixed Income
Education
University of Cincinnati College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Mentor High School
Chris Waldock Chris Waldock's KeyBanc Capital Markets Experience August 2014 - Present
Job Mergers & Acquisitions Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets August 2014 - Present
Flyer Investments Fund May 2013 - May 2014
KeyBanc Capital Markets May 2013 - August 2013
N3Q Inc. May 2012 - August 2012
Skills
Microsoft Excel, Investment Banking, Financial Analysis, Derivatives, Data Analysis
Education
University of Dayton
Bachelors of Science, Finance & Economics
KeyBanc Capital Markets August 2014 - Present
Flyer Investments Fund May 2013 - May 2014
KeyBanc Capital Markets May 2013 - August 2013
N3Q Inc. May 2012 - August 2012
Skills
Microsoft Excel, Investment Banking, Financial Analysis, Derivatives, Data Analysis
Education
University of Dayton
Bachelors of Science, Finance & Economics
Blake Tokheim's KeyBanc Capital Markets Experience September 2014 - Present
Job Analyst Industrial Group at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
KeyBank July 2012 - September 2013
Amherst Securities Group July 2011 - August 2011
The Dugout May 2010 - July 2011
Skills
Bloomberg, Portfolio Management, Equities, Investments, Fixed Income, Financial Modeling, Economics, Finance, Financial Risk, Securities, Investment Banking, Valuation
Education
University of Dayton 2008 — 2012
Bachelor of Science Degree in Business Administration, Finance, Entreprenuership
Creighton Prep 2004 — 2008
KeyBanc Capital Markets September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
KeyBank July 2012 - September 2013
Amherst Securities Group July 2011 - August 2011
The Dugout May 2010 - July 2011
Skills
Bloomberg, Portfolio Management, Equities, Investments, Fixed Income, Financial Modeling, Economics, Finance, Financial Risk, Securities, Investment Banking, Valuation
Education
University of Dayton 2008 — 2012
Bachelor of Science Degree in Business Administration, Finance, Entreprenuership
Creighton Prep 2004 — 2008
Bo Wang's KeyBanc Capital Markets Experience July 2013 - August 2014
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. September 2014 - Present
KeyBanc Capital Markets July 2013 - August 2014
KeyBanc Capital Markets June 2012 - August 2012
Skills
Analysis, Due Diligence, Capital Markets, Financial Modeling, Financial Analysis, Corporate Finance, Market Research, Bloomberg, Entrepreneurship, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
BBA, Finance
University of Michigan 2009 — 2013
Business, Finance
St. Martin's Episcoal School
Harris Williams & Co. September 2014 - Present
KeyBanc Capital Markets July 2013 - August 2014
KeyBanc Capital Markets June 2012 - August 2012
Skills
Analysis, Due Diligence, Capital Markets, Financial Modeling, Financial Analysis, Corporate Finance, Market Research, Bloomberg, Entrepreneurship, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
BBA, Finance
University of Michigan 2009 — 2013
Business, Finance
St. Martin's Episcoal School
Konstantin Katsman's KeyBanc Capital Markets Experience March 2013 - April 2014
Job Senior Analyst at Deerpath Capital Management
Industry Venture Capital & Private Equity
Experience
Deerpath Capital Management May 2014 - Present
KeyBanc Capital Markets March 2013 - April 2014
PwC January 2011 - February 2013
PricewaterhouseCoopers June 2009 - August 2009
Skills
Valuation, Mergers & Acquisitions, Accounting, Financial Modeling, Corporate Finance, Financial Statement..., Carve-out Financial..., IPO, Private Equity, Investment Banking, Spin-offs, CPA, SEC Filings
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA, Accounting, Finance
Deerpath Capital Management May 2014 - Present
KeyBanc Capital Markets March 2013 - April 2014
PwC January 2011 - February 2013
PricewaterhouseCoopers June 2009 - August 2009
Skills
Valuation, Mergers & Acquisitions, Accounting, Financial Modeling, Corporate Finance, Financial Statement..., Carve-out Financial..., IPO, Private Equity, Investment Banking, Spin-offs, CPA, SEC Filings
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA, Accounting, Finance
Gregg Silver, CPA Gregg Silver, CPA's KeyBanc Capital Markets Experience May 2013 - May 2013
Job Strategy Consultant at Stax Inc.
Industry Banking
Experience
Stax Inc. September 2014 - Present
The Ohio State University August 2013 - Present
Western Reserve Partners LLC June 2013 - August 2013
KeyBanc Capital Markets May 2013 - May 2013
The Ohio State University August 2012 - May 2013
KeyBank 2008 - 2012
Deloitte & Touche 2006 - 2008
Skills
Certified Public..., CPA
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University - Richard T. Farmer School of Business 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Beachwood High School
Stax Inc. September 2014 - Present
The Ohio State University August 2013 - Present
Western Reserve Partners LLC June 2013 - August 2013
KeyBanc Capital Markets May 2013 - May 2013
The Ohio State University August 2012 - May 2013
KeyBank 2008 - 2012
Deloitte & Touche 2006 - 2008
Skills
Certified Public..., CPA
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University - Richard T. Farmer School of Business 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Beachwood High School
Alexander Winrich's KeyBanc Capital Markets Experience November 2014 - Present
Job Oil & Gas Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets November 2014 - Present
J.P. Morgan July 2014 - November 2014
Buckingham Capital Management November 2012 - February 2014
Fifth Third Bank May 2013 - August 2013
University of Dayton January 2012 - January 2013
Adecco Solutions May 2012 - August 2012
Education
University of Dayton 2010 — 2014
Finance & Economics
Trinity High School 2006 — 2010
KeyBanc Capital Markets November 2014 - Present
J.P. Morgan July 2014 - November 2014
Buckingham Capital Management November 2012 - February 2014
Fifth Third Bank May 2013 - August 2013
University of Dayton January 2012 - January 2013
Adecco Solutions May 2012 - August 2012
Education
University of Dayton 2010 — 2014
Finance & Economics
Trinity High School 2006 — 2010
David Schreiber David Schreiber's KeyBanc Capital Markets Experience April 2002 - February 2007
Job Vice President & Director, Derivatives Strategies Group at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management May 2010 - Present
KEY PRIVATE BANK January 2007 - April 2010
KeyBanc Capital Markets April 2002 - February 2007
KeyBanc Capital Markets July 2000 - April 2002
Skills
Alternative Investments, Portfolio Management, Structured Products, Hedging, Equities
Education
Member of the Haller Enterprise Institute, Business 1999 — 2000
Thiel College 1996 — 2000
BA Business, Finance
PNC Wealth Management May 2010 - Present
KEY PRIVATE BANK January 2007 - April 2010
KeyBanc Capital Markets April 2002 - February 2007
KeyBanc Capital Markets July 2000 - April 2002
Skills
Alternative Investments, Portfolio Management, Structured Products, Hedging, Equities
Education
Member of the Haller Enterprise Institute, Business 1999 — 2000
Thiel College 1996 — 2000
BA Business, Finance
Sean Egan Sean Egan's KeyBanc Capital Markets Experience February 2015 - Present
Job Senior Equity Research Associate at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets September 2013 - Present
Northcoast Research July 2013 - September 2013
Northcoast Research January 2012 - July 2013
Northcoast Research August 2011 - January 2012
Skills
Research, Financial Modeling, Economics, Equity Valuation, Market Research, Financial Forecasting, Trend Analysis, Technical Writing, Data Analysis, Report Writing
Education
University of Wisconsin-Madison 2009 — 2011
Master of Arts, Journalism, 2011
University of Colorado at Boulder 2005 — 2009
Bachelor of Science, Journalism, 2009
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets September 2013 - Present
Northcoast Research July 2013 - September 2013
Northcoast Research January 2012 - July 2013
Northcoast Research August 2011 - January 2012
Skills
Research, Financial Modeling, Economics, Equity Valuation, Market Research, Financial Forecasting, Trend Analysis, Technical Writing, Data Analysis, Report Writing
Education
University of Wisconsin-Madison 2009 — 2011
Master of Arts, Journalism, 2011
University of Colorado at Boulder 2005 — 2009
Bachelor of Science, Journalism, 2009
Christy Bordas Christy Bordas's KeyBanc Capital Markets Experience November 1998 - August 2001
Job Vice President of Sales at Warrantech
Industry Insurance
Experience
Warrantech July 2013 - Present
America First Capital Management December 2011 - August 2013
Octavus Group February 2011 - September 2011
Ameriprise Financial March 2010 - September 2010
Genworth Financial March 2005 - March 2010
Allianz 2001 - 2005
KeyBanc Capital Markets November 1998 - August 2001
Skills
Series 63, Series 24, Series 7, Mutual Funds, Annuities, Alternative Investments, Investments, Wholesaling, Fixed Annuities, Series 6, Retirement Planning, Wholesale, Wealth Management..., Variable Annuities, Sales, Investment Advisory, Retirement, Fixed Income, 401k Rollovers, Hedge Funds, Pensions, ETFs, Retirement Plan..., IRAs, Wealth, Wealth Management, Insurance, Long Term Care Insurance, Investment Strategies, Asset Allocation, Life Insurance, Uniform Combined State..., Securities, 401k, Investment Management, Disability Insurance, Life & Health Insurance..., Strategic Financial..., Equities, Separately Managed..., Portfolio Management, Financial Advisory, Estate Planning, Financial Planners, FINRA, Bonds, Long-term Care, Asset Management, Series 65, Financial Services
Education
The Ohio State University
Warrantech July 2013 - Present
America First Capital Management December 2011 - August 2013
Octavus Group February 2011 - September 2011
Ameriprise Financial March 2010 - September 2010
Genworth Financial March 2005 - March 2010
Allianz 2001 - 2005
KeyBanc Capital Markets November 1998 - August 2001
Skills
Series 63, Series 24, Series 7, Mutual Funds, Annuities, Alternative Investments, Investments, Wholesaling, Fixed Annuities, Series 6, Retirement Planning, Wholesale, Wealth Management..., Variable Annuities, Sales, Investment Advisory, Retirement, Fixed Income, 401k Rollovers, Hedge Funds, Pensions, ETFs, Retirement Plan..., IRAs, Wealth, Wealth Management, Insurance, Long Term Care Insurance, Investment Strategies, Asset Allocation, Life Insurance, Uniform Combined State..., Securities, 401k, Investment Management, Disability Insurance, Life & Health Insurance..., Strategic Financial..., Equities, Separately Managed..., Portfolio Management, Financial Advisory, Estate Planning, Financial Planners, FINRA, Bonds, Long-term Care, Asset Management, Series 65, Financial Services
Education
The Ohio State University
Qi Alex Guo Qi Alex Guo's KeyBanc Capital Markets Experience July 2008 - April 2012
Job Business Development Manager at Symbio
Industry Computer Software
Experience
Symbio May 2012 - Present
KeyBanc Capital Markets July 2008 - April 2012
Citigroup 2007 - 2007
Beijing Genomics Institute March 2003 - July 2006
Scientific Atlanta May 2001 - March 2003
Scientific-Atlanta, A Cisco Company 2001 - 2003
Skills
Strategy, Finance, Financial Modeling, Valuation, Business Development, Product Management, Mergers, Financial Analysis, Business Strategy, Project Management, Risk Management, Corporate Development, Competitive Analysis, VBA, SQL, Venture Capital, Software Development, Start-ups, Software Project..., Investments, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA, Strategy and Finance
University of Maryland College Park 2006 — 2008
MBA, Finance
West Virginia University 1997 — 2001
B.S., Computer Engineering
Symbio May 2012 - Present
KeyBanc Capital Markets July 2008 - April 2012
Citigroup 2007 - 2007
Beijing Genomics Institute March 2003 - July 2006
Scientific Atlanta May 2001 - March 2003
Scientific-Atlanta, A Cisco Company 2001 - 2003
Skills
Strategy, Finance, Financial Modeling, Valuation, Business Development, Product Management, Mergers, Financial Analysis, Business Strategy, Project Management, Risk Management, Corporate Development, Competitive Analysis, VBA, SQL, Venture Capital, Software Development, Start-ups, Software Project..., Investments, Corporate Finance
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA, Strategy and Finance
University of Maryland College Park 2006 — 2008
MBA, Finance
West Virginia University 1997 — 2001
B.S., Computer Engineering
Yuange Yang Yuange Yang's KeyBanc Capital Markets Experience March 2012 - February 2014
Job Analyst at Bank of America
Industry Investment Banking
Experience
Bank of America February 2014 - Present
KeyBanc Capital Markets March 2012 - February 2014
KeyBanc Capital Markets July 2011 - March 2012
KeyBanc Capital Markets June 2010 - September 2010
Duke Energy January 2010 - March 2010
Primerica Financial Services July 2008 - September 2008
Education
The Ohio State University 2007 — 2011
Bachlors of Science, Mathematics
The Ohio State University Fisher College of Business 2007 — 2011
Bachlors of Science, Finance
Bank of America February 2014 - Present
KeyBanc Capital Markets March 2012 - February 2014
KeyBanc Capital Markets July 2011 - March 2012
KeyBanc Capital Markets June 2010 - September 2010
Duke Energy January 2010 - March 2010
Primerica Financial Services July 2008 - September 2008
Education
The Ohio State University 2007 — 2011
Bachlors of Science, Mathematics
The Ohio State University Fisher College of Business 2007 — 2011
Bachlors of Science, Finance
Allister McRae Allister McRae's KeyBanc Capital Markets Experience January 2005 - May 2007
Job Equity Finance Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2008 - Present
Sterne Agee August 2007 - April 2008
KeyBanc Capital Markets January 2005 - May 2007
Skills
Equities, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Finance, Structured Products, Bloomberg, Trading Systems, Bonds, Credit Derivatives
Education
University of Aberdeen
Credit Suisse April 2008 - Present
Sterne Agee August 2007 - April 2008
KeyBanc Capital Markets January 2005 - May 2007
Skills
Equities, Capital Markets, Portfolio Management, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Finance, Structured Products, Bloomberg, Trading Systems, Bonds, Credit Derivatives
Education
University of Aberdeen
Sophia Mullins's KeyBanc Capital Markets Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. August 2015 - Present
KeyBanc Capital Markets May 2015 - August 2015
Ross Sinclaire & Assoc February 2015 - June 2015
Broad Street Food Pantry August 2014 - June 2015
City of Middletown Finance Department May 2014 - August 2014
Cole Haan May 2014 - August 2014
Skills
Leadership, Public Speaking, Microsoft Office, PowerPoint, Peer Mentoring, Business Analysis, Sales, Philanthropy, Microsoft Excel
Education
The Ohio State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, Economics
Madison Junior Senior High School 2009 — 2013
Boenning & Scattergood, Inc. August 2015 - Present
KeyBanc Capital Markets May 2015 - August 2015
Ross Sinclaire & Assoc February 2015 - June 2015
Broad Street Food Pantry August 2014 - June 2015
City of Middletown Finance Department May 2014 - August 2014
Cole Haan May 2014 - August 2014
Skills
Leadership, Public Speaking, Microsoft Office, PowerPoint, Peer Mentoring, Business Analysis, Sales, Philanthropy, Microsoft Excel
Education
The Ohio State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, Economics
Madison Junior Senior High School 2009 — 2013
Alec Helman Alec Helman's KeyBanc Capital Markets Experience April 2014 - October 2014
Job Investment Banking Analyst at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital October 2014 - Present
KeyBanc Capital Markets April 2014 - October 2014
KeyBanc Capital Markets June 2013 - March 2014
Citi June 2012 - August 2012
Skills
Due Diligence, Finance, Equities, Analysis, Bloomberg, Social Media, Capital IQ, FactSet, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, PLS, Big Dough, BD Vision, Intralink, Financial Modeling, Tableau, HPDI, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor's, Corporate Finance, Accounting, 3.71
Macquarie Capital October 2014 - Present
KeyBanc Capital Markets April 2014 - October 2014
KeyBanc Capital Markets June 2013 - March 2014
Citi June 2012 - August 2012
Skills
Due Diligence, Finance, Equities, Analysis, Bloomberg, Social Media, Capital IQ, FactSet, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, PLS, Big Dough, BD Vision, Intralink, Financial Modeling, Tableau, HPDI, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2013
Bachelor's, Corporate Finance, Accounting, 3.71
Evan Cottington Evan Cottington's KeyBanc Capital Markets Experience February 2015 - April 2015
Job Associate at Linsalata Capital Partners
Industry Venture Capital & Private Equity
Experience
Linsalata Capital Partners May 2015 - Present
KeyBanc Capital Markets February 2015 - April 2015
KeyBanc Capital Markets September 2011 - February 2015
KeyBanc Capital Markets June 2010 - August 2010
Memorial Sloan-Kettering Cancer Center June 2009 - August 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Finance
St. Ignatius High School 2003 — 2007
Linsalata Capital Partners May 2015 - Present
KeyBanc Capital Markets February 2015 - April 2015
KeyBanc Capital Markets September 2011 - February 2015
KeyBanc Capital Markets June 2010 - August 2010
Memorial Sloan-Kettering Cancer Center June 2009 - August 2009
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Finance
St. Ignatius High School 2003 — 2007
Satya Ghanta's KeyBanc Capital Markets Experience May 2015 - August 2015
Job Student
Industry Financial Services
Experience
KeyBanc Capital Markets May 2015 - August 2015
Axcess Financial August 2014 - May 2015
Rabobank North America Wholesale July 2013 - August 2013
Skills
Finance, Microsoft Excel, Capital Markets, Financial Analysis, Time Management, Leadership, Communication
Education
University of Cincinnati 2012 — 2016
Bachelor's Degree, Finance, 3rd Year
KeyBanc Capital Markets May 2015 - August 2015
Axcess Financial August 2014 - May 2015
Rabobank North America Wholesale July 2013 - August 2013
Skills
Finance, Microsoft Excel, Capital Markets, Financial Analysis, Time Management, Leadership, Communication
Education
University of Cincinnati 2012 — 2016
Bachelor's Degree, Finance, 3rd Year
Nico Varano Nico Varano's KeyBanc Capital Markets Experience May 2015 - Present
Job Investment Banking Summer Analyst Utilities, Power & Renewables at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2015 - Present
Natixis Global Asset Management June 2014 - August 2014
Boston College Irish Institute August 2013 - June 2014
Varano Valet and Services May 2010 - August 2012
Skills
Financial Analysis, Team Leadership, Marketing Strategy, Financial Markets, Financial Modeling, Mutual Funds, Microsoft Excel, Business Analysis, Data Analysis, Marketing Communications, Managerial Finance, Leadership Development, Cross-functional Team..., Leadership
Education
Boston College-Wallace E. Carroll School of Management 2013 — 2016
Bachelor of Science in Business Administration, Finance and Financial Management Services, Financial Mathematics, Rising Junior
University of Miami - School of Business 2012 — 2013
BSBA, Internation Finance and Marketing
Lynnfield High School 2008 — 2012
KeyBanc Capital Markets May 2015 - Present
Natixis Global Asset Management June 2014 - August 2014
Boston College Irish Institute August 2013 - June 2014
Varano Valet and Services May 2010 - August 2012
Skills
Financial Analysis, Team Leadership, Marketing Strategy, Financial Markets, Financial Modeling, Mutual Funds, Microsoft Excel, Business Analysis, Data Analysis, Marketing Communications, Managerial Finance, Leadership Development, Cross-functional Team..., Leadership
Education
Boston College-Wallace E. Carroll School of Management 2013 — 2016
Bachelor of Science in Business Administration, Finance and Financial Management Services, Financial Mathematics, Rising Junior
University of Miami - School of Business 2012 — 2013
BSBA, Internation Finance and Marketing
Lynnfield High School 2008 — 2012
Bryan White Bryan White's KeyBanc Capital Markets Experience August 2012 - April 2013
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase April 2013 - August 2014
KeyBanc Capital Markets August 2012 - April 2013
KeyBanc Capital Markets November 2010 - August 2012
Raymond James October 2008 - October 2010
Skills
Financial Modeling, Investment Banking, Financial Structuring, Capital Markets, Fixed Income, Private Placements, DBC, Excel, Credit Analysis, Portfolio Management, Financial Analysis, Factset, Bloomberg, Bonds, Corporate Finance, Asset Allocation, Series 7, Credit, Credit Derivatives, Quantitative Analytics, Investment Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor or Science, Finance
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase April 2013 - August 2014
KeyBanc Capital Markets August 2012 - April 2013
KeyBanc Capital Markets November 2010 - August 2012
Raymond James October 2008 - October 2010
Skills
Financial Modeling, Investment Banking, Financial Structuring, Capital Markets, Fixed Income, Private Placements, DBC, Excel, Credit Analysis, Portfolio Management, Financial Analysis, Factset, Bloomberg, Bonds, Corporate Finance, Asset Allocation, Series 7, Credit, Credit Derivatives, Quantitative Analytics, Investment Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor or Science, Finance
Caleb Olson Caleb Olson's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Ross, Sinclaire & Associates January 2014 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
Northwestern Mutual June 2012 - January 2014
Buckeye Undergraduate Consulting Club August 2012 - December 2013
Skills
PowerPoint, Outlook, Access, Microsoft Excel, Teamwork, Finance, Financial Analysis, Microsoft Office, Accounting, Public Speaking, Leadership, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (BS), Finance
Robert W. Baird & Co. July 2015 - Present
Ross, Sinclaire & Associates January 2014 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
Northwestern Mutual June 2012 - January 2014
Buckeye Undergraduate Consulting Club August 2012 - December 2013
Skills
PowerPoint, Outlook, Access, Microsoft Excel, Teamwork, Finance, Financial Analysis, Microsoft Office, Accounting, Public Speaking, Leadership, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (BS), Finance
Jeffrey Chatfield Jeffrey Chatfield's KeyBanc Capital Markets Experience July 2015 - Present
Job Oil & Gas analyst
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
The Ohio State University January 2012 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
United States Marine Corps July 2005 - September 2011
Skills
Leadership, Great Motivator, Microsoft Excel, Outcome focused, Positive Team Player, Military Operations, Military Experience, Military Training, Problem Solving, Microsoft Office, PowerPoint, Finance, Analysis, Financial Analysis, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, Junior
KeyBanc Capital Markets July 2015 - Present
The Ohio State University January 2012 - May 2015
KeyBanc Capital Markets May 2014 - August 2014
United States Marine Corps July 2005 - September 2011
Skills
Leadership, Great Motivator, Microsoft Excel, Outcome focused, Positive Team Player, Military Operations, Military Experience, Military Training, Problem Solving, Microsoft Office, PowerPoint, Finance, Analysis, Financial Analysis, Teamwork
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, Junior
Andrew Brackmann Andrew Brackmann's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Davis Center for Portfolio Management April 2013 - May 2015
Kudla Dynamic Allocation Fund April 2013 - April 2015
Global Platinum Securities March 2012 - April 2015
Nuveen Investments June 2014 - August 2014
University of Dayton September 2011 - December 2013
Davis Center for Portfolio Management April 2012 - April 2013
Davis Center for Portfolio Management November 2011 - April 2012
Skills
Portfolio Management, Investments, Equities, Bloomberg, Financial Modeling, Accounting, Mutual Funds, Analysis, Bloomberg Terminal, Market Research, Microsoft Excel
Education
University of Dayton 2011 — 2015
KeyBanc Capital Markets July 2015 - Present
Davis Center for Portfolio Management April 2013 - May 2015
Kudla Dynamic Allocation Fund April 2013 - April 2015
Global Platinum Securities March 2012 - April 2015
Nuveen Investments June 2014 - August 2014
University of Dayton September 2011 - December 2013
Davis Center for Portfolio Management April 2012 - April 2013
Davis Center for Portfolio Management November 2011 - April 2012
Skills
Portfolio Management, Investments, Equities, Bloomberg, Financial Modeling, Accounting, Mutual Funds, Analysis, Bloomberg Terminal, Market Research, Microsoft Excel
Education
University of Dayton 2011 — 2015
Ryan G. Pape Ryan G. Pape's KeyBanc Capital Markets Experience October 2014 - August 2015
Job Director at Red Ventures | MBA, NYU Stern 2012
Industry Marketing and Advertising
Experience
Red Ventures August 2015 - Present
KeyBanc Capital Markets October 2014 - August 2015
RBS Markets & International Banking May 2013 - October 2014
GSV Financial Group June 2012 - May 2013
RBS Global Banking & Markets July 2009 - September 2011
RBS Greenwich Capital May 2006 - July 2009
UConn School of Business September 2005 - May 2006
Bradley, Foster & Sargent, Inc. September 2005 - January 2006
GE June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Equity Research, Due Diligence, Finance, Corporate Finance, Capital IQ, Deal Execution, Bonds, LBO, Credit Analysis, Loans, Direct Client..., Presentation Development, Relationship Management, Leveraged Lending, Debt & Equity Financing, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Finance
Red Ventures August 2015 - Present
KeyBanc Capital Markets October 2014 - August 2015
RBS Markets & International Banking May 2013 - October 2014
GSV Financial Group June 2012 - May 2013
RBS Global Banking & Markets July 2009 - September 2011
RBS Greenwich Capital May 2006 - July 2009
UConn School of Business September 2005 - May 2006
Bradley, Foster & Sargent, Inc. September 2005 - January 2006
GE June 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Equity Research, Due Diligence, Finance, Corporate Finance, Capital IQ, Deal Execution, Bonds, LBO, Credit Analysis, Loans, Direct Client..., Presentation Development, Relationship Management, Leveraged Lending, Debt & Equity Financing, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Finance
William Cordes's KeyBanc Capital Markets Experience July 2011 - July 2012
Job Consultant at Cordes Consulting
Industry Venture Capital & Private Equity
Experience
Cordes Consulting March 2015 - Present
Cordes Ventures April 2014 - Present
Market Track March 2014 - February 2015
Wells Fargo Securities August 2012 - February 2014
KeyBanc Capital Markets July 2011 - July 2012
JP Morgan Chase July 2010 - June 2011
JP Morgan Chase June 2009 - August 2009
Skills
Valuation, Financial Modeling, Leveraged Finance, Capital Markets, Investment Banking, Equity Research, Equities, Microsoft Excel, Bloomberg, Corporate Finance, Financial Structuring, Predictive Modeling, Investments, Debt Collection, Financial Analysis, Finance, Due Diligence
Education
The Ohio State University Fisher College of Business 2007 — 2010
BSBA, Finance
Saint Xavier High School 2002 — 2006
High School Diploma, General Studies
Cordes Consulting March 2015 - Present
Cordes Ventures April 2014 - Present
Market Track March 2014 - February 2015
Wells Fargo Securities August 2012 - February 2014
KeyBanc Capital Markets July 2011 - July 2012
JP Morgan Chase July 2010 - June 2011
JP Morgan Chase June 2009 - August 2009
Skills
Valuation, Financial Modeling, Leveraged Finance, Capital Markets, Investment Banking, Equity Research, Equities, Microsoft Excel, Bloomberg, Corporate Finance, Financial Structuring, Predictive Modeling, Investments, Debt Collection, Financial Analysis, Finance, Due Diligence
Education
The Ohio State University Fisher College of Business 2007 — 2010
BSBA, Finance
Saint Xavier High School 2002 — 2006
High School Diploma, General Studies
Christopher Ashman Christopher Ashman's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
PNC Financial Services June 2014 - August 2014
Muse LLC January 2013 - March 2013
The McGraw-Hill Companies June 2012 - August 2012
Education
University of Cincinnati 2011 — 2015
Bachelor's Degree, Bachelor of Business Administration (BBA), Finance & Minor in Asian Studies
KeyBanc Capital Markets July 2015 - Present
PNC Financial Services June 2014 - August 2014
Muse LLC January 2013 - March 2013
The McGraw-Hill Companies June 2012 - August 2012
Education
University of Cincinnati 2011 — 2015
Bachelor's Degree, Bachelor of Business Administration (BBA), Finance & Minor in Asian Studies
Andre Ospital-Cone Andre Ospital-Cone's KeyBanc Capital Markets Experience July 2015 - Present
Job Analyst, Healthcare Public Finance at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Citi July 2013 - June 2015
US Bank September 2011 - June 2013
Dinan & Company June 2011 - August 2011
US Bank June 2010 - August 2010
MCC Realty Group June 2009 - August 2009
Skills
Portfolio Management, Credit, Finance, Commercial Banking, Financial Reporting, Investments, Financial Analysis
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
KeyBanc Capital Markets July 2015 - Present
Citi July 2013 - June 2015
US Bank September 2011 - June 2013
Dinan & Company June 2011 - August 2011
US Bank June 2010 - August 2010
MCC Realty Group June 2009 - August 2009
Skills
Portfolio Management, Credit, Finance, Commercial Banking, Financial Reporting, Investments, Financial Analysis
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
Jackson Smith Jackson Smith's KeyBanc Capital Markets Experience April 2015 - Present
Job Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets April 2015 - Present
Amegy Bank September 2014 - Present
Amegy Bank January 2013 - Present
Smith Graham & Co. Investment Advisors L.P. May 2011 - December 2012
Office of Congressman Al Green May 2009 - July 2009
Skills
Bloomberg, Yield Book, Excel, Bloomberg Terminal, Financial Modeling, Valuation, PowerPoint, Corporate Finance, Microsoft Office, Equity Research, Financial Analysis, Fixed Income, Capital IQ, Microsoft Word, Derivatives, Equities, Investment Banking, Equity Valuation, Accounting, Analysis, Credit, Economics, Microsoft Excel, Credit Risk
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
St. John's School 2004 — 2008
KeyBanc Capital Markets April 2015 - Present
Amegy Bank September 2014 - Present
Amegy Bank January 2013 - Present
Smith Graham & Co. Investment Advisors L.P. May 2011 - December 2012
Office of Congressman Al Green May 2009 - July 2009
Skills
Bloomberg, Yield Book, Excel, Bloomberg Terminal, Financial Modeling, Valuation, PowerPoint, Corporate Finance, Microsoft Office, Equity Research, Financial Analysis, Fixed Income, Capital IQ, Microsoft Word, Derivatives, Equities, Investment Banking, Equity Valuation, Accounting, Analysis, Credit, Economics, Microsoft Excel, Credit Risk
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
St. John's School 2004 — 2008
Emma McAfee Emma McAfee's KeyBanc Capital Markets Experience June 2015 - Present
Job Rotational Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2015 - Present
Bulldog Bucks December 2011 - May 2015
Forever 21 June 2012 - August 2014
Skills
Communication, Telephone Skills, Microsoft Office, Accounting, Leadership, Time Management, Organization, Spanish, Team Leadership, Professional Services, Filing, Interpersonal..., Capital Markets
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), International Business Co-Major, Spanish Minor, Finance, General
Collins Hill High School 2007 — 2011
3.7
KeyBanc Capital Markets June 2015 - Present
Bulldog Bucks December 2011 - May 2015
Forever 21 June 2012 - August 2014
Skills
Communication, Telephone Skills, Microsoft Office, Accounting, Leadership, Time Management, Organization, Spanish, Team Leadership, Professional Services, Filing, Interpersonal..., Capital Markets
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), International Business Co-Major, Spanish Minor, Finance, General
Collins Hill High School 2007 — 2011
3.7
Saaransh Mahna Saaransh Mahna's KeyBanc Capital Markets Experience May 2014 - Present
Job Industrial Investment Banking Analyst, KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2014 - Present
Gallup June 2013 - August 2013
Copper Run Capital June 2012 - August 2012
Carlile Patchen & Murphy LLP May 2011 - August 2011
Owens Corning June 2009 - September 2009
Merrill Lynch March 2008 - September 2008
U.S. Department of State May 2006 - May 2006
Skills
Valuation, Negotiation, Business Analysis, Equity Research, Derivatives, Bankruptcy, Entrepreneurship, Financial Services, Investment Banking, Management, Microsoft Office, Strategy
Education
The Ohio State University Moritz College of Law 2010 — 2014
Juris Doctor
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
MBA, Finance, Strategy, International Business
The Ohio State University 2006 — 2010
BSBA, BA, Finance, Operations Management, International Studies
Beachwood High School 2002 — 2006
KeyBanc Capital Markets May 2014 - Present
Gallup June 2013 - August 2013
Copper Run Capital June 2012 - August 2012
Carlile Patchen & Murphy LLP May 2011 - August 2011
Owens Corning June 2009 - September 2009
Merrill Lynch March 2008 - September 2008
U.S. Department of State May 2006 - May 2006
Skills
Valuation, Negotiation, Business Analysis, Equity Research, Derivatives, Bankruptcy, Entrepreneurship, Financial Services, Investment Banking, Management, Microsoft Office, Strategy
Education
The Ohio State University Moritz College of Law 2010 — 2014
Juris Doctor
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
MBA, Finance, Strategy, International Business
The Ohio State University 2006 — 2010
BSBA, BA, Finance, Operations Management, International Studies
Beachwood High School 2002 — 2006
Kate Shaughnessy Kate Shaughnessy's KeyBanc Capital Markets Experience July 2012 - Present
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2012 - Present
UBS Financial Services, Maher Marston Lutz Wealth Management May 2011 - July 2011
UBS Financial Services, Lips Rousseau Wealth Management January 2011 - May 2011
Wilde Fields, LLC May 2008 - September 2010
Western Reserve Land Conservancy June 2010 - August 2010
Skills
Banking, Capital Markets, Derivatives, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Valuation, Bloomberg, Fixed Income, Economics
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science, Economics, Hispanic Studies
Hathaway Brown School 2001 — 2008
KeyBanc Capital Markets July 2012 - Present
UBS Financial Services, Maher Marston Lutz Wealth Management May 2011 - July 2011
UBS Financial Services, Lips Rousseau Wealth Management January 2011 - May 2011
Wilde Fields, LLC May 2008 - September 2010
Western Reserve Land Conservancy June 2010 - August 2010
Skills
Banking, Capital Markets, Derivatives, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Valuation, Bloomberg, Fixed Income, Economics
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science, Economics, Hispanic Studies
Hathaway Brown School 2001 — 2008
Jonna Huneryager Jonna Huneryager's KeyBanc Capital Markets Experience October 2011 - September 2013
Job Manager, Financial Planning & Analysis at Bridger, LLC
Industry Oil & Energy
Experience
Bridger, LLC August 2014 - Present
Bridger, LLC September 2013 - Present
KeyBanc Capital Markets October 2011 - September 2013
Madison Williams and Company July 2011 - October 2011
The University of Texas at Austin August 2007 - May 2011
Pi Beta Phi January 2010 - December 2010
McCombs MBA REIT Fund January 2010 - December 2010
Amegy Bank of Texas June 2009 - July 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Business Honors Program, Finance (Energy Track)
Bridger, LLC August 2014 - Present
Bridger, LLC September 2013 - Present
KeyBanc Capital Markets October 2011 - September 2013
Madison Williams and Company July 2011 - October 2011
The University of Texas at Austin August 2007 - May 2011
Pi Beta Phi January 2010 - December 2010
McCombs MBA REIT Fund January 2010 - December 2010
Amegy Bank of Texas June 2009 - July 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Business Honors Program, Finance (Energy Track)
Damon Box Damon Box's KeyBanc Capital Markets Experience February 2003 - March 2006
Job Managing Director at Simmons & Company International
Industry Oil & Energy
Experience
Simmons & Company International April 2011 - Present
Halliburton February 2010 - March 2011
Simmons & Company International April 2006 - January 2010
KeyBanc Capital Markets February 2003 - March 2006
Wachovia, A Wells Fargo Company June 2000 - July 2002
Education
The University of Texas at Austin
BBA, Finance
Simmons & Company International April 2011 - Present
Halliburton February 2010 - March 2011
Simmons & Company International April 2006 - January 2010
KeyBanc Capital Markets February 2003 - March 2006
Wachovia, A Wells Fargo Company June 2000 - July 2002
Education
The University of Texas at Austin
BBA, Finance
Luke Phair Luke Phair's KeyBanc Capital Markets Experience January 2008 - June 2010
Job Sales and Marketing Professional, MBA, GLS
Industry Oil & Energy
Experience
Falcon Fuels Inc July 2010 - Present
KeyBanc Capital Markets January 2008 - June 2010
Wedbush Securities August 2006 - December 2007
Jefferies & Company March 1997 - August 2006
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor's degree
Falcon Fuels Inc July 2010 - Present
KeyBanc Capital Markets January 2008 - June 2010
Wedbush Securities August 2006 - December 2007
Jefferies & Company March 1997 - August 2006
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor's degree
Scott Schatz Scott Schatz's KeyBanc Capital Markets Experience July 2007 - February 2009
Job Assistant Vice President High Grade Trading
Industry Banking
Experience
Stifel Nicolaus October 2010 - Present
Stifel Nicolaus June 2009 - October 2010
KeyBanc Capital Markets July 2007 - February 2009
JPMorgan Chase June 2006 - September 2006
Skills
Capital Markets, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Valuation, Bonds, Management
Education
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Finance
Stifel Nicolaus October 2010 - Present
Stifel Nicolaus June 2009 - October 2010
KeyBanc Capital Markets July 2007 - February 2009
JPMorgan Chase June 2006 - September 2006
Skills
Capital Markets, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Portfolio Management, Valuation, Bonds, Management
Education
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Finance
Nick Labate's KeyBanc Capital Markets Experience 2006 - 2007
Job Account Executive at AEP Energy
Industry Utilities
Experience
AEP Energy July 2015 - Present
FirstEnergy Solutions January 2012 - 2014
FirstEnergy Solutions May 2009 - December 2011
Nat City Investments 2007 - 2009
KeyBanc Capital Markets 2006 - 2007
Skills
Analysis, Account Management, Data Analysis, Pricing, Strategic Planning, Sales, New Business Development, Sales Management, Analytics, Teamwork, Customer Service, Process Improvement, Marketing, Contract Negotiation, Energy, Management, Forecasting, Leadership, SAP, Negotiation, Energy Management
Education
The Ohio State University Fisher College of Business 1997 — 2001
B.S.B.A., Economics
AEP Energy July 2015 - Present
FirstEnergy Solutions January 2012 - 2014
FirstEnergy Solutions May 2009 - December 2011
Nat City Investments 2007 - 2009
KeyBanc Capital Markets 2006 - 2007
Skills
Analysis, Account Management, Data Analysis, Pricing, Strategic Planning, Sales, New Business Development, Sales Management, Analytics, Teamwork, Customer Service, Process Improvement, Marketing, Contract Negotiation, Energy, Management, Forecasting, Leadership, SAP, Negotiation, Energy Management
Education
The Ohio State University Fisher College of Business 1997 — 2001
B.S.B.A., Economics
Jay Masurekar Jay Masurekar's KeyBanc Capital Markets Experience July 2007 - Present
Job Head of Gaming, Travel & Internet Investment Banking
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2007 - Present
Skills
Banking, Capital Markets, Capital Raising, Investment Banking, Mergers, Strategy, Syndications, Venture Capital, Corporate Finance
Education
Institute of Chartered Accountants of India
Associate Chartered Accountant
University of Maryland - Robert H. Smith School of Business
MBA
University of Mumbai
M.Com., Advanced Financial Accounting
University of Mumbai
B.Com, Financial Accounting
KeyBanc Capital Markets July 2007 - Present
Skills
Banking, Capital Markets, Capital Raising, Investment Banking, Mergers, Strategy, Syndications, Venture Capital, Corporate Finance
Education
Institute of Chartered Accountants of India
Associate Chartered Accountant
University of Maryland - Robert H. Smith School of Business
MBA
University of Mumbai
M.Com., Advanced Financial Accounting
University of Mumbai
B.Com, Financial Accounting
Alan Alexander's KeyBanc Capital Markets Experience March 2003 - June 2007
Job Vice President at NBT Bank
Industry Financial Services
Experience
NBT Bank September 2015 - Present
Key Bank June 2007 - September 2015
KeyBanc Capital Markets March 2003 - June 2007
Key Bank January 1998 - February 2003
Skills
Loans, Portfolio Management, Commercial Banking, Underwriting, Finance, Management, Commercial Lending, Financial Analysis, Banking, Series 63, Equities, Strategic Financial..., Cash Management, Credit, Estate Planning, Treasury Management, Credit Analysis, Small Business Lending, Asset Based Lending, Wealth Management, Financial Planning
Education
University of Notre Dame 1989 — 1993
B.B.A., Accounting
University at Albany, SUNY 1997 — 2000
M.B.A., Finance
NBT Bank September 2015 - Present
Key Bank June 2007 - September 2015
KeyBanc Capital Markets March 2003 - June 2007
Key Bank January 1998 - February 2003
Skills
Loans, Portfolio Management, Commercial Banking, Underwriting, Finance, Management, Commercial Lending, Financial Analysis, Banking, Series 63, Equities, Strategic Financial..., Cash Management, Credit, Estate Planning, Treasury Management, Credit Analysis, Small Business Lending, Asset Based Lending, Wealth Management, Financial Planning
Education
University of Notre Dame 1989 — 1993
B.B.A., Accounting
University at Albany, SUNY 1997 — 2000
M.B.A., Finance
Dan Hyland Dan Hyland's KeyBanc Capital Markets Experience 1992 - 2008
Job Managing Director, Marketing & Client Services
Industry Financial Services
Experience
The Ancora Group June 2012 - Present
Hudson Securities June 2010 - May 2012
Hyland Investor Services, Inc. June 2008 - June 2010
KeyBanc Capital Markets 1992 - 2008
Skills
Investments, Equities, Asset Managment, Corporate Trust, Separately Managed..., Series 24, Series 7, Series 63
Education
University of Dayton 1983 — 1987
Bachelor of Science (BS), Finance, General
Gilmour
Gilmour
The Ancora Group June 2012 - Present
Hudson Securities June 2010 - May 2012
Hyland Investor Services, Inc. June 2008 - June 2010
KeyBanc Capital Markets 1992 - 2008
Skills
Investments, Equities, Asset Managment, Corporate Trust, Separately Managed..., Series 24, Series 7, Series 63
Education
University of Dayton 1983 — 1987
Bachelor of Science (BS), Finance, General
Gilmour
Gilmour
Adam Ballantyne Adam Ballantyne's KeyBanc Capital Markets Experience July 2015 - Present
Job Senior Equity Research Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2015 - Present
The Buckingham Research Group November 2013 - July 2015
National Economic Research Associates July 2011 - October 2013
College Works Painting 2007 - 2009
Skills
Stata, Econometric Modeling, SAS, Econometrics, Accounting, Economics, Portfolio Management, Statistics
Education
University of Michigan 2007 — 2011
BA, Economics, Political Science
Universidad Pablo de Olavide 2010 — 2010
Economics, Spanish
KeyBanc Capital Markets July 2015 - Present
The Buckingham Research Group November 2013 - July 2015
National Economic Research Associates July 2011 - October 2013
College Works Painting 2007 - 2009
Skills
Stata, Econometric Modeling, SAS, Econometrics, Accounting, Economics, Portfolio Management, Statistics
Education
University of Michigan 2007 — 2011
BA, Economics, Political Science
Universidad Pablo de Olavide 2010 — 2010
Economics, Spanish
Raja Khanna's KeyBanc Capital Markets Experience 2012 - 2013
Job at
Industry Investment Banking
Experience
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
Mara Myers's KeyBanc Capital Markets Experience 2001 - 2006
Job Equity Sales Trader at Susquehanna International Group
Industry Financial Services
Experience
Airbnb September 2013 - Present
Susquehanna International Group August 2006 - October 2008
KeyBanc Capital Markets 2001 - 2006
Education
The Ohio State University 1997 — 2001
BSBA, Finance
The Ohio State University Fisher College of Business 1997 — 2001
Airbnb September 2013 - Present
Susquehanna International Group August 2006 - October 2008
KeyBanc Capital Markets 2001 - 2006
Education
The Ohio State University 1997 — 2001
BSBA, Finance
The Ohio State University Fisher College of Business 1997 — 2001
Thomas Creegan's KeyBanc Capital Markets Experience July 2013 - February 2015
Job M&A Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2013 - February 2015
Western Reserve Partners LLC August 2012 - June 2013
Skills
Due Diligence, Financial Analysis, Tax, Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Income Tax, Financial Reporting, Financial Accounting, SEC filings, Mergers, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Corporate Governance, US GAAP, Strategic Financial..., Microsoft Excel, Internal Controls, Mergers & Acquisitions
Education
The Ohio State University Moritz College of Law 2009 — 2012
J.D.
Weatherhead School of Management at Case Western Reserve University 2008 — 2009
M.Acc.
Case Western Reserve University 2005 — 2009
B.S. (magna cum laude)
KeyBanc Capital Markets July 2013 - February 2015
Western Reserve Partners LLC August 2012 - June 2013
Skills
Due Diligence, Financial Analysis, Tax, Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Income Tax, Financial Reporting, Financial Accounting, SEC filings, Mergers, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Corporate Governance, US GAAP, Strategic Financial..., Microsoft Excel, Internal Controls, Mergers & Acquisitions
Education
The Ohio State University Moritz College of Law 2009 — 2012
J.D.
Weatherhead School of Management at Case Western Reserve University 2008 — 2009
M.Acc.
Case Western Reserve University 2005 — 2009
B.S. (magna cum laude)
Reed Blocksom's KeyBanc Capital Markets Experience 2006 - 2008
Job Vice President at Rockwood Equity Partners
Industry Venture Capital & Private Equity
Experience
Rockwood Equity Partners 2008 - Present
KeyBanc Capital Markets 2006 - 2008
Education
The Ohio State University Fisher College of Business 2002 — 2006
Rockwood Equity Partners 2008 - Present
KeyBanc Capital Markets 2006 - 2008
Education
The Ohio State University Fisher College of Business 2002 — 2006
Luke Phair's KeyBanc Capital Markets Experience August 2006 - Present
Job Sales at Keybanc Captial Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2006 - Present
Jefferies & Co. May 1998 - January 2006
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, Los Angeles 1993 — 1997
KeyBanc Capital Markets August 2006 - Present
Jefferies & Co. May 1998 - January 2006
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, Los Angeles 1993 — 1997
Darryl Atwater's KeyBanc Capital Markets Experience May 2007 - Present
Job Sales Trader at Keybanc Capital Markets
Industry Financial Services
Experience
Keybanc Capital Markets May 2007 - Present
FTN Midwest Securities September 2005 - May 2007
Bear Stearns and Co. March 1999 - September 2005
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Equity Trading, Hedge Funds, Trading
Education
University of California, Los Angeles 1993 — 1998
BA, Economics
University of California, Los Angeles 1992 — 1998
Keybanc Capital Markets May 2007 - Present
FTN Midwest Securities September 2005 - May 2007
Bear Stearns and Co. March 1999 - September 2005
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Equity Trading, Hedge Funds, Trading
Education
University of California, Los Angeles 1993 — 1998
BA, Economics
University of California, Los Angeles 1992 — 1998
Joseph Markey's KeyBanc Capital Markets Experience February 2005 - January 2013
Job Senior Vice President and Middle Market Team Leader at KeyBank
Industry Banking
Experience
KeyBank September 2014 - Present
Keybank January 2013 - September 2014
KeyBanc Capital Markets February 2005 - January 2013
KeyBank February 2002 - February 2005
Wells Fargo 1997 - 2002
Skills
Debt, Capital Markets, Series 7, Commercial Lending, Credit Analysis, Financial Structuring, Loans, Financial Analysis, Credit, Investment Banking, Equities, Banking, Commercial Banking, Credit Risk, Corporate Finance, Private Equity, Portfolio Management, Financial Modeling, Structured Finance, Risk Management, Investments, Valuation
Education
St. Joseph's Seminary 2002 — 2007
MA, Religious Studies
The University of Connecticut School of Business
MBA
The University of Connecticut
BA, Economics
KeyBank September 2014 - Present
Keybank January 2013 - September 2014
KeyBanc Capital Markets February 2005 - January 2013
KeyBank February 2002 - February 2005
Wells Fargo 1997 - 2002
Skills
Debt, Capital Markets, Series 7, Commercial Lending, Credit Analysis, Financial Structuring, Loans, Financial Analysis, Credit, Investment Banking, Equities, Banking, Commercial Banking, Credit Risk, Corporate Finance, Private Equity, Portfolio Management, Financial Modeling, Structured Finance, Risk Management, Investments, Valuation
Education
St. Joseph's Seminary 2002 — 2007
MA, Religious Studies
The University of Connecticut School of Business
MBA
The University of Connecticut
BA, Economics
Joe Chinnici's KeyBanc Capital Markets Experience 1992 - 2008
Job Chairman and CEO at Greencastle LLC
Industry Real Estate
Experience
Greencastle LLC June 2014 - Present
Chagrin River Ventures, LLC 2011 - Present
League Park Ventures LLC 2011 - June 2014
Stonehenge Structured Finance Partners 2010 - 2012
Cincinnati Bell Technology Solutions 2008 - 2010
KeyBanc Capital Markets 1992 - 2008
Skills
Management, Financial Modeling, Business Development, Mergers & Acquisitions, Mergers, Private Equity, Corporate Finance, Investments, Financial Analysis, Strategic Planning, Investment Banking, Asset Management, Data Center, Capital Markets, Due Diligence, Venture Capital, Strategy, Executive Management, Valuation, Corporate Development, Portfolio Management
Education
University of Cincinnati 1988 — 1992
Bachelor of Arts (B.A.), Economics
Greencastle LLC June 2014 - Present
Chagrin River Ventures, LLC 2011 - Present
League Park Ventures LLC 2011 - June 2014
Stonehenge Structured Finance Partners 2010 - 2012
Cincinnati Bell Technology Solutions 2008 - 2010
KeyBanc Capital Markets 1992 - 2008
Skills
Management, Financial Modeling, Business Development, Mergers & Acquisitions, Mergers, Private Equity, Corporate Finance, Investments, Financial Analysis, Strategic Planning, Investment Banking, Asset Management, Data Center, Capital Markets, Due Diligence, Venture Capital, Strategy, Executive Management, Valuation, Corporate Development, Portfolio Management
Education
University of Cincinnati 1988 — 1992
Bachelor of Arts (B.A.), Economics
Matt Bevenour's KeyBanc Capital Markets Experience January 1986 - Present
Job Managing Director at Keybanc Capital Markets
Industry Capital Markets
Experience
Keybanc Capital Markets January 1986 - Present
Skills
Series 7, Fixed Income, Series 63, Equities, Investments, Portfolio Management, Financial Modeling, Series 24, FINRA, Asset Managment, Asset Allocation, Financial Analysis
Education
University of Iowa 1981 — 1985
Keybanc Capital Markets January 1986 - Present
Skills
Series 7, Fixed Income, Series 63, Equities, Investments, Portfolio Management, Financial Modeling, Series 24, FINRA, Asset Managment, Asset Allocation, Financial Analysis
Education
University of Iowa 1981 — 1985
Morteza Nassiri's KeyBanc Capital Markets Experience October 2006 - December 2008
Job at GMH Ventures
Industry Investment Management
Experience
GMH Ventures January 2009 - Present
KeyBanc Capital Markets October 2006 - December 2008
ServiceSource 2005 - 2006
Skills
Private Equity, Financial Modeling, Valuation, Financial Analysis, Bloomberg
Education
University of California, Santa Barbara 2000 — 2004
GMH Ventures January 2009 - Present
KeyBanc Capital Markets October 2006 - December 2008
ServiceSource 2005 - 2006
Skills
Private Equity, Financial Modeling, Valuation, Financial Analysis, Bloomberg
Education
University of California, Santa Barbara 2000 — 2004
Saagar Parikh, CFA's KeyBanc Capital Markets Experience June 2010 - April 2014
Job Energy MLPs / Infrastructure Equities at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers April 2014 - Present
KeyBanc Capital Markets June 2010 - April 2014
JPMorgan Chase July 2009 - June 2010
Skills
Investments, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Economics, Equity Research, Equities, Financial Analysis, Series 7, Wealth Management, Investment Strategies, Financial Markets, Valuation, Due Diligence, Bloomberg, Hedge Funds
Education
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Finance, Economics
Cohen & Steers April 2014 - Present
KeyBanc Capital Markets June 2010 - April 2014
JPMorgan Chase July 2009 - June 2010
Skills
Investments, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Economics, Equity Research, Equities, Financial Analysis, Series 7, Wealth Management, Investment Strategies, Financial Markets, Valuation, Due Diligence, Bloomberg, Hedge Funds
Education
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Finance, Economics
James Balingcongan's KeyBanc Capital Markets Experience July 2007 - June 2009
Job Finance Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance July 2013 - Present
Cardinal Health April 2011 - June 2013
Cardinal Health November 2009 - April 2011
KeyBanc Capital Markets July 2007 - June 2009
KeyBanc Capital Markets June 2006 - September 2006
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Forecasting, Corporate Finance, Portfolio Management, Credit, Investments, Accounting, Project Finance, Loan Origination, Credit Analysis, Fixed Income, Loan Portfolio Analysis, Process Improvement, Customer Service, Microsoft Office, Series 7 (expired), Series 63 (expired), Banking, Budgeting
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2016
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
BSBA with Honors, Magna Cum Laude, Finance
Westerville South HS
Nationwide Insurance July 2013 - Present
Cardinal Health April 2011 - June 2013
Cardinal Health November 2009 - April 2011
KeyBanc Capital Markets July 2007 - June 2009
KeyBanc Capital Markets June 2006 - September 2006
Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Forecasting, Corporate Finance, Portfolio Management, Credit, Investments, Accounting, Project Finance, Loan Origination, Credit Analysis, Fixed Income, Loan Portfolio Analysis, Process Improvement, Customer Service, Microsoft Office, Series 7 (expired), Series 63 (expired), Banking, Budgeting
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2016
Master of Business Administration (MBA)
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
BSBA with Honors, Magna Cum Laude, Finance
Westerville South HS
Mark Kovachick's KeyBanc Capital Markets Experience November 2011 - Present
Job Chief Financial Officer at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets November 2011 - Present
Capital Analysts Incorporated 2010 - 2011
Capital Analysts Incorporated 2009 - 2010
NatCity Investments 2006 - 2009
National City Bank 2004 - 2006
National City Bank 1998 - 2004
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Deloitte & Touche 1990 - 1994
Skills
Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Capital Markets, Investments, Accounting, Banking, Risk Management, Finance, Treasury Management, Asset Management, Cash Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1990
Bachelors, Business
KeyBanc Capital Markets November 2011 - Present
Capital Analysts Incorporated 2010 - 2011
Capital Analysts Incorporated 2009 - 2010
NatCity Investments 2006 - 2009
National City Bank 2004 - 2006
National City Bank 1998 - 2004
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Deloitte & Touche 1990 - 1994
Skills
Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Capital Markets, Investments, Accounting, Banking, Risk Management, Finance, Treasury Management, Asset Management, Cash Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1990
Bachelors, Business
Jennifer Shaffer's KeyBanc Capital Markets Experience February 2008 - September 2008
Job Vice President at KeyBank, Commercial Banking
Industry Banking
Experience
KeyBank August 2008 - Present
KeyBanc Capital Markets February 2008 - September 2008
US Bank 2006 - 2008
PwC 2000 - 2000
Skills
Financial Modeling, Banking, Financial Analysis, Corporate Finance, Portfolio Management, Credit, Financial Statement..., Credit Analysis, Risk Management, Valuation, Cash Management, Financial Reporting
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Masters, Accounting - Taxation
KeyBank August 2008 - Present
KeyBanc Capital Markets February 2008 - September 2008
US Bank 2006 - 2008
PwC 2000 - 2000
Skills
Financial Modeling, Banking, Financial Analysis, Corporate Finance, Portfolio Management, Credit, Financial Statement..., Credit Analysis, Risk Management, Valuation, Cash Management, Financial Reporting
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Masters, Accounting - Taxation
Joel Hirsh, CFA's KeyBanc Capital Markets Experience May 2004 - May 2006
Job Principal, Portfolio Manager at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group, LLC June 2006 - Present
KeyBanc Capital Markets May 2004 - May 2006
Skills
Asset Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
University of Michigan 2000 — 2004
BS, Economics
Kovitz Investment Group, LLC June 2006 - Present
KeyBanc Capital Markets May 2004 - May 2006
Skills
Asset Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
University of Michigan 2000 — 2004
BS, Economics
Kevin Kruszenski's KeyBanc Capital Markets Experience vp equity tradingrobertson stephens1998 - 2002
Job Managing Director at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets vp equity tradingrobertson stephens1998 - 2002
HSBC Securities 1997 - 1998
Jefferies & Company 1995 - 1997
dempsey and company 1993 - 1995
shearson lehman brothers 1992 - 1995
Education
University of Arizona, Eller College of Management 1989 — 1991
BSBA, General Business, Political Science and Spanish
University of Arizona 1987 — 1991
bsba, business administration
KeyBanc Capital Markets vp equity tradingrobertson stephens1998 - 2002
HSBC Securities 1997 - 1998
Jefferies & Company 1995 - 1997
dempsey and company 1993 - 1995
shearson lehman brothers 1992 - 1995
Education
University of Arizona, Eller College of Management 1989 — 1991
BSBA, General Business, Political Science and Spanish
University of Arizona 1987 — 1991
bsba, business administration
Patrick Geekie, CFA's KeyBanc Capital Markets Experience 2003 - 2005
Job Investment Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2013 - Present
Credit Suisse October 2009 - April 2013
Gulf Stream Asset Management April 2005 - August 2007
KeyBanc Capital Markets 2003 - 2005
Skills
Financial Modeling, High Yield Bonds, Credit Analysis, Equity Research, Leveraged Finance, Investment Management, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 1999 — 2003
BSBA, Finance and Economics
Credit Suisse May 2013 - Present
Credit Suisse October 2009 - April 2013
Gulf Stream Asset Management April 2005 - August 2007
KeyBanc Capital Markets 2003 - 2005
Skills
Financial Modeling, High Yield Bonds, Credit Analysis, Equity Research, Leveraged Finance, Investment Management, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 1999 — 2003
BSBA, Finance and Economics
Scott Lindenmuth's KeyBanc Capital Markets Experience May 2012 - Present
Job Controller at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets May 2012 - Present
PNC Financial Services Group, Inc. (formerly National City Corporation) September 2005 - May 2012
National City Bank March 2002 - August 2005
PricewaterhouseCoopers July 2001 - March 2002
PricewaterhouseCoopers June 1996 - June 2001
Skills
Internal Controls, Accounting, CPA, Financial Statements, GAAP
Education
The University of Akron 1991 — 1995
Bachelor of Science, Accounting
KeyBanc Capital Markets May 2012 - Present
PNC Financial Services Group, Inc. (formerly National City Corporation) September 2005 - May 2012
National City Bank March 2002 - August 2005
PricewaterhouseCoopers July 2001 - March 2002
PricewaterhouseCoopers June 1996 - June 2001
Skills
Internal Controls, Accounting, CPA, Financial Statements, GAAP
Education
The University of Akron 1991 — 1995
Bachelor of Science, Accounting
Dan Hyland's KeyBanc Capital Markets Experience February 1992 - June 2008
Job President at Hyland Investor Services, Inc.
Industry Financial Services
Experience
Hyland Investor Services, Inc. June 2008 - Present
KeyBanc Capital Markets February 1992 - June 2008
McDonald & Company 1992 - 1998
Education
University of Dayton 1983 — 1987
BS, Finance
Hyland Investor Services, Inc. June 2008 - Present
KeyBanc Capital Markets February 1992 - June 2008
McDonald & Company 1992 - 1998
Education
University of Dayton 1983 — 1987
BS, Finance
Jeffrey Tell's KeyBanc Capital Markets Experience 1991 - 2003
Job Senior Business Executive
Industry Financial Services
Experience
Trident Strategic Advisory 2012 - Present
WhyNotLeaseIt.com 2014 - 2015
Spectrum Networks, Inc. 2008 - 2012
Prexus Health LLC 2007 - 2008
Fifth Third Bancorp 2003 - 2007
KeyBanc Capital Markets 1991 - 2003
Skills
Financial Analysis, Strategic Planning, Operations Management, Sales Management, Business Development, Mergers & Acquisitions, Strategy, Management, Start-ups, New Business Development, Entrepreneurship, Risk Management, Finance
Education
University of Dayton
Bachelor of Science (BS), Finance
University of Dayton
MBA, Economics
Trident Strategic Advisory 2012 - Present
WhyNotLeaseIt.com 2014 - 2015
Spectrum Networks, Inc. 2008 - 2012
Prexus Health LLC 2007 - 2008
Fifth Third Bancorp 2003 - 2007
KeyBanc Capital Markets 1991 - 2003
Skills
Financial Analysis, Strategic Planning, Operations Management, Sales Management, Business Development, Mergers & Acquisitions, Strategy, Management, Start-ups, New Business Development, Entrepreneurship, Risk Management, Finance
Education
University of Dayton
Bachelor of Science (BS), Finance
University of Dayton
MBA, Economics
Robert Chiles's KeyBanc Capital Markets Experience August 2005 - June 2008
Job Managing Director at Regions Capital Markets
Industry Banking
Experience
Regions Capital Markets June 2008 - Present
KeyBanc Capital Markets August 2005 - June 2008
KeyBank Real Estate Capital 2002 - 2003
PNC Bank 1988 - 2002
Skills
Commercial Lending, Credit Analysis, Loans, Portfolio Management, Credit, Commercial Banking, Capital Markets, Financial Analysis, Asset Management, Underwriting, Investments, Financial Modeling, Loan Origination, Valuation, Real Estate Economics, Structured Finance, Financial Structuring
Education
University of South Carolina - The Moore School of Business 1986 — 1988
IMBA, Finance
University of Louisville 1978 — 1982
BA, Political Science
The Asheville School
High School
Regions Capital Markets June 2008 - Present
KeyBanc Capital Markets August 2005 - June 2008
KeyBank Real Estate Capital 2002 - 2003
PNC Bank 1988 - 2002
Skills
Commercial Lending, Credit Analysis, Loans, Portfolio Management, Credit, Commercial Banking, Capital Markets, Financial Analysis, Asset Management, Underwriting, Investments, Financial Modeling, Loan Origination, Valuation, Real Estate Economics, Structured Finance, Financial Structuring
Education
University of South Carolina - The Moore School of Business 1986 — 1988
IMBA, Finance
University of Louisville 1978 — 1982
BA, Political Science
The Asheville School
High School
Tina Eliopoulos's KeyBanc Capital Markets Experience December 1995 - May 1998
Job Senior Accountant US Oncology
Industry Accounting
Experience
Arizona Oncology March 2015 - Present
Arizona Oncology Services January 2009 - Present
Pima County Public Fiduciary March 1999 - March 2005
KeyBanc Capital Markets December 1995 - May 1998
Ernst & Young January 1993 - November 1995
Skills
Accounting, Bonds, Contract Negotiation, Customer Service, Financial Analysis, Investment Banking, Microsoft Excel, Process Improvement, Real Estate
Education
University of Arizona 1988 — 1992
B.S., Finance
Arizona Oncology March 2015 - Present
Arizona Oncology Services January 2009 - Present
Pima County Public Fiduciary March 1999 - March 2005
KeyBanc Capital Markets December 1995 - May 1998
Ernst & Young January 1993 - November 1995
Skills
Accounting, Bonds, Contract Negotiation, Customer Service, Financial Analysis, Investment Banking, Microsoft Excel, Process Improvement, Real Estate
Education
University of Arizona 1988 — 1992
B.S., Finance
Laura Dickson's KeyBanc Capital Markets Experience July 2013 - Present
Job Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2013 - Present
Raymond James Financial Inc. June 2012 - July 2013
Raymond James June 2010 - June 2012
Computer Sciences Corporation May 2009 - July 2009
Computer Sciences Corporation October 2005 - May 2008
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Data Analysis, Equities, Portfolio Management, Analysis, Investments, Business Analysis, Conversational Spanish, Securities, Capital Markets, Program Management, Quantitative Analytics, Investment Banking, Market Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, International Business
The George Washington University - School of Business 2000 — 2004
BBA, Marketing, Spanish
Summit High School
KeyBanc Capital Markets July 2013 - Present
Raymond James Financial Inc. June 2012 - July 2013
Raymond James June 2010 - June 2012
Computer Sciences Corporation May 2009 - July 2009
Computer Sciences Corporation October 2005 - May 2008
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Data Analysis, Equities, Portfolio Management, Analysis, Investments, Business Analysis, Conversational Spanish, Securities, Capital Markets, Program Management, Quantitative Analytics, Investment Banking, Market Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, International Business
The George Washington University - School of Business 2000 — 2004
BBA, Marketing, Spanish
Summit High School
Boris Goldsteyn's KeyBanc Capital Markets Experience March 2013 - Present
Job Associate Vice President at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets March 2013 - Present
KeyBanc Capital Markets September 2011 - March 2013
Key Bank July 2009 - August 2011
Key Bank June 2009 - September 2009
Skills
Series 7, Series 63, CCNA, Interest Rate Swaps, Equities, Equity Trading, Investments, Bloomberg, Capital Markets, Investment Banking, Derivatives, Bonds, Equity Research, Interest Rate...
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelors, Finance, Economics
KeyBanc Capital Markets March 2013 - Present
KeyBanc Capital Markets September 2011 - March 2013
Key Bank July 2009 - August 2011
Key Bank June 2009 - September 2009
Skills
Series 7, Series 63, CCNA, Interest Rate Swaps, Equities, Equity Trading, Investments, Bloomberg, Capital Markets, Investment Banking, Derivatives, Bonds, Equity Research, Interest Rate...
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelors, Finance, Economics
Tom Stafford, Jr.'s KeyBanc Capital Markets Experience 2012 - Present
Job Director Energy & Infrastructure at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 2012 - Present
KeyBanc Capital Markets 2004 - 2012
National City Bank 2003 - 2004
KeyBanc Capital Markets 2000 - 2003
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Banking and Finance
University of Michigan 1989 — 1993
BA, Liberal Arts
KeyBanc Capital Markets 2012 - Present
KeyBanc Capital Markets 2004 - 2012
National City Bank 2003 - 2004
KeyBanc Capital Markets 2000 - 2003
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Banking and Finance
University of Michigan 1989 — 1993
BA, Liberal Arts
Jason Brown, CFA's KeyBanc Capital Markets Experience December 2007 - June 2011
Job Analyst at Victory Capital Management
Industry Capital Markets
Experience
Victory Capital June 2011 - Present
KeyBanc Capital Markets December 2007 - June 2011
FTN Midwest Securities July 2006 - December 2007
Skills
Investments, Equity Research, Market Research, Equity Valuation, Valuation, Financial Modeling, Equities, Bloomberg, Portfolio Management, Capital Markets
Education
The Ohio State University 2002 — 2006
BSBA, Finance
Victory Capital June 2011 - Present
KeyBanc Capital Markets December 2007 - June 2011
FTN Midwest Securities July 2006 - December 2007
Skills
Investments, Equity Research, Market Research, Equity Valuation, Valuation, Financial Modeling, Equities, Bloomberg, Portfolio Management, Capital Markets
Education
The Ohio State University 2002 — 2006
BSBA, Finance
Candace Myung's KeyBanc Capital Markets Experience September 2006 - August 2007
Job Vice President (Technology) at Mizuho
Industry Investment Banking
Experience
Mizuho Securities USA Inc. December 2014 - Present
Houlihan Lokey April 2012 - December 2014
Credit Suisse July 2011 - April 2012
Houlihan Lokey September 2007 - July 2009
KeyBanc Capital Markets September 2006 - August 2007
Wells Fargo July 2005 - August 2006
Skills
Valuation, Private Placements, Capital Markets, High Yield, Leveraged Finance, Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, LBO, Private Equity, Finance, Bloomberg, Financial Structuring, Investments, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2001 — 2005
Business Administration, Finance
Mizuho Securities USA Inc. December 2014 - Present
Houlihan Lokey April 2012 - December 2014
Credit Suisse July 2011 - April 2012
Houlihan Lokey September 2007 - July 2009
KeyBanc Capital Markets September 2006 - August 2007
Wells Fargo July 2005 - August 2006
Skills
Valuation, Private Placements, Capital Markets, High Yield, Leveraged Finance, Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, LBO, Private Equity, Finance, Bloomberg, Financial Structuring, Investments, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2001 — 2005
Business Administration, Finance
Summit Roshan's KeyBanc Capital Markets Experience April 2013 - May 2014
Job Financial Associate at HOSTING
Industry Capital Markets
Experience
HOSTING April 2015 - Present
BioScrip, Inc. May 2014 - April 2015
KeyBanc Capital Markets April 2013 - May 2014
KeyBanc Capital Markets June 2010 - April 2013
Skills
Microsoft Excel, Forecasting, Financial Reporting, Equity Research, Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Finance, Market Analysis, Equity Valuation, Corporate Finance, Data Analysis, Report Writing, Microsoft Office, Business Analysis, Written & Oral..., Market Research, Teamwork, Oral & Written..., PowerPoint, Mergers & Acquisitions, Budgets, Financial Planning, Operational Process...
Education
Tulane University - A.B. Freeman School of Business
Masters, Finance
University of California, Davis
Bachelor of Arts, Economics, Ancient Greek
HOSTING April 2015 - Present
BioScrip, Inc. May 2014 - April 2015
KeyBanc Capital Markets April 2013 - May 2014
KeyBanc Capital Markets June 2010 - April 2013
Skills
Microsoft Excel, Forecasting, Financial Reporting, Equity Research, Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Finance, Market Analysis, Equity Valuation, Corporate Finance, Data Analysis, Report Writing, Microsoft Office, Business Analysis, Written & Oral..., Market Research, Teamwork, Oral & Written..., PowerPoint, Mergers & Acquisitions, Budgets, Financial Planning, Operational Process...
Education
Tulane University - A.B. Freeman School of Business
Masters, Finance
University of California, Davis
Bachelor of Arts, Economics, Ancient Greek
Lisa Cohn's KeyBanc Capital Markets Experience August 2001 - June 2004
Job Senior Vice President at Citigroup
Industry Banking
Experience
Citigroup August 2008 - Present
Goldman Sachs June 2004 - June 2006
KeyBanc Capital Markets August 2001 - June 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
Tulane University 1997 — 2001
BS, Finance
Citigroup August 2008 - Present
Goldman Sachs June 2004 - June 2006
KeyBanc Capital Markets August 2001 - June 2004
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance
Tulane University 1997 — 2001
BS, Finance
David Halling's KeyBanc Capital Markets Experience November 2013 - June 2014
Job Senior Wealth Management Specialist at Alaska Trust Company
Industry Financial Services
Experience
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Christopher De Cicco's KeyBanc Capital Markets Experience July 2000 - June 2006
Job Sales Trader at MKM Partners
Industry Financial Services
Experience
MKM Partners June 2006 - Present
MKM Partners June 2006 - Present
MKM Partners 2006 - Present
KeyBanc Capital Markets July 2000 - June 2006
KeyBanc Capital Markets January 2000 - January 2006
STANTON AND STANTON LLC January 1995 - January 2000
JEFFERY J JAUNICH LLC January 1992 - January 1995
Skills
Equity Trading, Series 7, Equities, Options, Bloomberg, Securities, Investments, Series 63, Hedge Funds, Trading, Electronic Trading, Capital Markets
Education
University of Dayton 1988 — 1992
BS, Criminal Justice
University of Dayton 1988 — 1992
Bachelor of Science, Criminal Justice
Loyola Academy 1984 — 1988
MKM Partners June 2006 - Present
MKM Partners June 2006 - Present
MKM Partners 2006 - Present
KeyBanc Capital Markets July 2000 - June 2006
KeyBanc Capital Markets January 2000 - January 2006
STANTON AND STANTON LLC January 1995 - January 2000
JEFFERY J JAUNICH LLC January 1992 - January 1995
Skills
Equity Trading, Series 7, Equities, Options, Bloomberg, Securities, Investments, Series 63, Hedge Funds, Trading, Electronic Trading, Capital Markets
Education
University of Dayton 1988 — 1992
BS, Criminal Justice
University of Dayton 1988 — 1992
Bachelor of Science, Criminal Justice
Loyola Academy 1984 — 1988
Kimberly Siegal's KeyBanc Capital Markets Experience June 2012 - August 2012
Job FSR Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
Fisher College of Business April 2012 - May 2013
Fisher College of Business August 2012 - December 2012
KeyBanc Capital Markets June 2012 - August 2012
The Ohio State University April 2011 - June 2012
Envision Radio Networks June 2011 - August 2011
Affordable Care Inc. July 2010 - August 2010
Skills
Corporate Finance, Finance, Competitive Analysis, Data Analysis, Microsoft Word, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BS in Business Administration and Minor in Spanish, Marketing and Spanish
Fisher College of Business April 2012 - May 2013
Fisher College of Business August 2012 - December 2012
KeyBanc Capital Markets June 2012 - August 2012
The Ohio State University April 2011 - June 2012
Envision Radio Networks June 2011 - August 2011
Affordable Care Inc. July 2010 - August 2010
Skills
Corporate Finance, Finance, Competitive Analysis, Data Analysis, Microsoft Word, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BS in Business Administration and Minor in Spanish, Marketing and Spanish
Peter Cozzone's KeyBanc Capital Markets Experience July 2009 - November 2013
Job
Industry Financial Services
Experience
Gabriel Partners, LLC November 2013 - Present
KeyBanc Capital Markets July 2009 - November 2013
KeyBanc Capital Markets May 2008 - August 2008
KeyBanc Capital Markets May 2007 - August 2007
Education
Tulane University - A.B. Freeman School of Business
Masters
Tulane University - A.B. Freeman School of Business
B.S.M.
Gabriel Partners, LLC November 2013 - Present
KeyBanc Capital Markets July 2009 - November 2013
KeyBanc Capital Markets May 2008 - August 2008
KeyBanc Capital Markets May 2007 - August 2007
Education
Tulane University - A.B. Freeman School of Business
Masters
Tulane University - A.B. Freeman School of Business
B.S.M.
Aubrey Tianello's KeyBanc Capital Markets Experience July 2014 - Present
Job Equity Research Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets July 2014 - Present
Deutsche Bank September 2012 - July 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Capital Markets, Fixed Income, Valuation, Investment Banking, Bloomberg, Equity Research, Financial Modeling, Wealth Management, Derivatives, Equity Valuation, Equities, Hedge Funds, Securities, Corporate Finance, Financial Analysis
Education
University of Florida - Warrington College Of Business
Bachelor of Science, Finance
KeyBanc Capital Markets July 2014 - Present
Deutsche Bank September 2012 - July 2014
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Capital Markets, Fixed Income, Valuation, Investment Banking, Bloomberg, Equity Research, Financial Modeling, Wealth Management, Derivatives, Equity Valuation, Equities, Hedge Funds, Securities, Corporate Finance, Financial Analysis
Education
University of Florida - Warrington College Of Business
Bachelor of Science, Finance
Justin Grischkan's KeyBanc Capital Markets Experience June 2011 - August 2011
Job Medical Student, University of Rochester School of Medicine and Dentistry
Industry Hospital & Health Care
Experience
SimplaFind, LLC October 2011 - July 2013
Helping Hands June 2012 - June 2013
University of Pennsylvania School of Medicine September 2012 - January 2013
University of Michigan Law School August 2011 - June 2012
KeyBanc Capital Markets June 2011 - August 2011
Education
University of Rochester School of Medicine and Dentistry 2013 — 2017
Doctor of Medicine (M.D.)
Bryn Mawr College 2012 — 2013
Postbaccalaureate Premedical Program
University of Michigan 2007 — 2010
Bachelor of Arts (B.A.) with Distinction, Economics
SimplaFind, LLC October 2011 - July 2013
Helping Hands June 2012 - June 2013
University of Pennsylvania School of Medicine September 2012 - January 2013
University of Michigan Law School August 2011 - June 2012
KeyBanc Capital Markets June 2011 - August 2011
Education
University of Rochester School of Medicine and Dentistry 2013 — 2017
Doctor of Medicine (M.D.)
Bryn Mawr College 2012 — 2013
Postbaccalaureate Premedical Program
University of Michigan 2007 — 2010
Bachelor of Arts (B.A.) with Distinction, Economics
Kristin Brewer's KeyBanc Capital Markets Experience 1997 - 1999
Job Senior Vice President, ALCO Manager at Plains Capital Bank
Industry Banking
Experience
Plains Capital Bank November 2011 - Present
Southwest Corporate FCU 2006 - October 2011
Cyma Fund Advisors/Bluebonnet Savings Bank 2000 - 2006
KeyBanc Capital Markets 1997 - 1999
Skills
Investment Management, Yield Management, Fixed Income, Financial Analysis, Financial Modeling, Financial Markets, Economics, Internal Communications, Report Writing, MS Office Suite, People Skills, Capital Markets, Portfolio Management, Microsoft Office, Investments, Credit, Financial Services, Banking, Interest Rate..., Valuation, Finance, Interest Rate Risk..., Securities, Asset Allocation, Funding, Treasury Management, Strategic Financial..., Bloomberg, Financial Risk, Bonds
Education
The University of Texas at Dallas - School of Management 2000 — 2003
MBA, Finance
University of Dayton 1991 — 1995
BS, Finance and Economics
Plains Capital Bank November 2011 - Present
Southwest Corporate FCU 2006 - October 2011
Cyma Fund Advisors/Bluebonnet Savings Bank 2000 - 2006
KeyBanc Capital Markets 1997 - 1999
Skills
Investment Management, Yield Management, Fixed Income, Financial Analysis, Financial Modeling, Financial Markets, Economics, Internal Communications, Report Writing, MS Office Suite, People Skills, Capital Markets, Portfolio Management, Microsoft Office, Investments, Credit, Financial Services, Banking, Interest Rate..., Valuation, Finance, Interest Rate Risk..., Securities, Asset Allocation, Funding, Treasury Management, Strategic Financial..., Bloomberg, Financial Risk, Bonds
Education
The University of Texas at Dallas - School of Management 2000 — 2003
MBA, Finance
University of Dayton 1991 — 1995
BS, Finance and Economics
Navi Kang's KeyBanc Capital Markets Experience June 2012 - August 2012
Job Corporate Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
KeyBanc Capital Markets June 2012 - August 2012
Parker Hannifin July 2011 - August 2011
UBS January 2011 - March 2011
Chaloupkas June 2010 - September 2010
Skills
Soccer: Division 1..., Investments, Investment Banking, Financial Modeling, Management
Education
The Ohio State University 2008 — 2013
Bachelor of Science in Financial Mathematics and Business Administration, Financial Math, Finance
JPMorgan Chase July 2013 - Present
KeyBanc Capital Markets June 2012 - August 2012
Parker Hannifin July 2011 - August 2011
UBS January 2011 - March 2011
Chaloupkas June 2010 - September 2010
Skills
Soccer: Division 1..., Investments, Investment Banking, Financial Modeling, Management
Education
The Ohio State University 2008 — 2013
Bachelor of Science in Financial Mathematics and Business Administration, Financial Math, Finance
Adam Shapiro's KeyBanc Capital Markets Experience May 2012 - April 2014
Job Merchant Banking at Morgan Joseph TriArtisan LLC
Industry Investment Management
Experience
Morgan Joseph TriArtisan LLC May 2014 - Present
KeyBanc Capital Markets May 2012 - April 2014
Wells Fargo July 2010 - April 2012
Tennenbaum Capital Partners, LLC May 2009 - August 2009
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Bloomberg, Due Diligence, Investment Banking, Capital Markets, Equities, LBO, Fixed Income, Alternative Investments, Private Equity, Venture Capital, Capital IQ
Education
The University of Texas at Austin 2006 — 2010
BBA, Finance
Morgan Joseph TriArtisan LLC May 2014 - Present
KeyBanc Capital Markets May 2012 - April 2014
Wells Fargo July 2010 - April 2012
Tennenbaum Capital Partners, LLC May 2009 - August 2009
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Bloomberg, Due Diligence, Investment Banking, Capital Markets, Equities, LBO, Fixed Income, Alternative Investments, Private Equity, Venture Capital, Capital IQ
Education
The University of Texas at Austin 2006 — 2010
BBA, Finance
Adi Jaganath's KeyBanc Capital Markets Experience June 2009 - June 2011
Job Valuation Analyst at Barnes Wendling CPAs, Inc.
Industry Financial Services
Experience
Barnes Wendling CPAs, Inc. February 2012 - October 2012
Kitchen 500 LLC March 2011 - February 2012
KeyBanc Capital Markets June 2009 - June 2011
Fifth Third Bank June 2007 - September 2007
Skills
Financial Modeling, Corporate Transactions, M&A due diligence, Budget Analysis, Series 7, Series 63, Financial Analysis, Due Diligence, Business Valuation, Intellectual Property..., US GAAP reporting, Macroeconomics, Macro Analysis, KeyBanc Capital Markets...
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Finance
Barnes Wendling CPAs, Inc. February 2012 - October 2012
Kitchen 500 LLC March 2011 - February 2012
KeyBanc Capital Markets June 2009 - June 2011
Fifth Third Bank June 2007 - September 2007
Skills
Financial Modeling, Corporate Transactions, M&A due diligence, Budget Analysis, Series 7, Series 63, Financial Analysis, Due Diligence, Business Valuation, Intellectual Property..., US GAAP reporting, Macroeconomics, Macro Analysis, KeyBanc Capital Markets...
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
BSBA, Finance
Jonathan Blum's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Student at University of Michigan
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2014 - August 2014
KELA Israeli Intelligence June 2013 - August 2013
Norddeutsche Landesbank June 2012 - August 2012
Skills
Investment Banking, Financial Modeling, Financial Analysis, Structured Finance, Valuation Modeling, Microsoft Excel, PowerPoint, Due Diligence, Research, Microsoft Office, Microsoft Word
Education
University of Michigan 2011 — 2014
KeyBanc Capital Markets May 2014 - August 2014
KELA Israeli Intelligence June 2013 - August 2013
Norddeutsche Landesbank June 2012 - August 2012
Skills
Investment Banking, Financial Modeling, Financial Analysis, Structured Finance, Valuation Modeling, Microsoft Excel, PowerPoint, Due Diligence, Research, Microsoft Office, Microsoft Word
Education
University of Michigan 2011 — 2014
Shailee Upadhyay's KeyBanc Capital Markets Experience 2013 - 2013
Job Student
Industry Capital Markets
Experience
KeyBanc Capital Markets 2013 - 2013
PwC August 2008 - July 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
KeyBanc Capital Markets 2013 - 2013
PwC August 2008 - July 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial