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
Caleb Malcom Caleb Malcom's KeyBanc Capital Markets Experience December 2011 - December 2012
Job Experienced Administrative Assistant, Forager/Wild Harvester, Customer Service Representative
Industry Banking
Experience
American Southwest Mortgage Corp June 2015 - Present
Aerotek August 2014 - Present
Self Employed January 2005 - Present
Chipotle Mexican Grill January 2015 - March 2015
Caliber Home Loans August 2013 - April 2014
Kelly Services January 2013 - April 2013
KeyBanc Capital Markets December 2011 - December 2012
James B. Nutter & Company June 2007 - September 2010
Dobson Communications February 2006 - June 2007
Skills
Securities, Business Writing, Loans, Data Conversion, Accurate Data Entry, Plant Identification, research, Written & Verbal..., Team Leadership, Streamlining, Backpacking, musician, poet, content editing, care of animals, filing, Scanners, Microsoft Office, Online Research, Online Communications, Lotus Notes, Microsoft Office 2007, Pdf, Data Entry, Internet Banking, Food Safety, Food Preparation, Customer Service, Computer Repair, Receptionist Duties, knife sharpening, Knife Making, Computer Maintenance, Research, Equities
Education
University of Oklahoma
American Southwest Mortgage Corp June 2015 - Present
Aerotek August 2014 - Present
Self Employed January 2005 - Present
Chipotle Mexican Grill January 2015 - March 2015
Caliber Home Loans August 2013 - April 2014
Kelly Services January 2013 - April 2013
KeyBanc Capital Markets December 2011 - December 2012
James B. Nutter & Company June 2007 - September 2010
Dobson Communications February 2006 - June 2007
Skills
Securities, Business Writing, Loans, Data Conversion, Accurate Data Entry, Plant Identification, research, Written & Verbal..., Team Leadership, Streamlining, Backpacking, musician, poet, content editing, care of animals, filing, Scanners, Microsoft Office, Online Research, Online Communications, Lotus Notes, Microsoft Office 2007, Pdf, Data Entry, Internet Banking, Food Safety, Food Preparation, Customer Service, Computer Repair, Receptionist Duties, knife sharpening, Knife Making, Computer Maintenance, Research, Equities
Education
University of Oklahoma
Patrick McGowan Patrick McGowan's KeyBanc Capital Markets Experience May 2015 - July 2015
Job Owen Graduate School of Management Class of 2016
Industry Financial Services
Experience
Vanderbilt Owen Graduate School of Management August 2014 - Present
KeyBanc Capital Markets May 2015 - July 2015
Wells Fargo Advisors April 2012 - July 2014
Wells Fargo Advisors July 2011 - March 2012
Skills
Data Analysis, Financial Modeling, Financial Analysis, Strategy, Investment Banking, Business Analysis, VBA, Data Warehousing, Statistical Modeling, Risk Management, Public Speaking, Analytics, SQL, Access, Microsoft Excel, SAS, R, SharePoint, Stata, Portfolio Management, Finance, Investment Strategies, Economics, Econometrics, PowerPoint, Big Data Analytics, Requirements Gathering, Excel Models, Communication, Investments, Series 7
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy and Finance
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.), Economics and Philosophy
Saint Ignatius High School 2003 — 2007
High School Diploma
Vanderbilt Owen Graduate School of Management August 2014 - Present
KeyBanc Capital Markets May 2015 - July 2015
Wells Fargo Advisors April 2012 - July 2014
Wells Fargo Advisors July 2011 - March 2012
Skills
Data Analysis, Financial Modeling, Financial Analysis, Strategy, Investment Banking, Business Analysis, VBA, Data Warehousing, Statistical Modeling, Risk Management, Public Speaking, Analytics, SQL, Access, Microsoft Excel, SAS, R, SharePoint, Stata, Portfolio Management, Finance, Investment Strategies, Economics, Econometrics, PowerPoint, Big Data Analytics, Requirements Gathering, Excel Models, Communication, Investments, Series 7
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy and Finance
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.), Economics and Philosophy
Saint Ignatius High School 2003 — 2007
High School Diploma
Anthony Slabaugh, CFA's KeyBanc Capital Markets Experience May 2000 - January 2007
Job CMO Mortgage Backed Trader
Industry Financial Services
Experience
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Société Générale May 2015 - Present
CRT Capital Group August 2014 - May 2015
Cantor Fitzgerald June 2011 - July 2014
Stifel Nicolaus September 2008 - June 2011
Jefferies & Company January 2007 - May 2008
KeyBanc Capital Markets May 2000 - January 2007
Skills
Trading, MBS, Derivatives, Bloomberg, Bonds, Capital Markets, Fixed Income, Securities, Series 7, Financial Risk, Portfolio Management, Mortgage Lending, Investment Banking, Hedging, Hedge Funds, Equities, Asset Management
Education
University of Mount Union
BA arts, Finance, Economics, Accounting
Aaron J. Richardson's KeyBanc Capital Markets Experience July 2013 - April 2015
Job Senior Analyst, Project Finance at Renewable Energy Trust Capital
Industry Venture Capital & Private Equity
Experience
Renewable Energy Trust Capital, Inc. May 2015 - Present
KeyBanc Capital Markets July 2013 - April 2015
KeyBanc Capital Markets May 2012 - July 2012
Skills
Microsoft Excel, Public Relations, Public Speaking, Financial Modeling, Financial Analysis, Equities, Bloomberg, Investments, Portfolio Management, PowerPoint, Corporate Finance, Economics, Investment Banking, Microsoft Office, Mutual Funds, Securities, Capital Markets, Capital IQ, Finance
Education
University of Pittsburgh 2009 — 2012
B.S., Economics, Philosophy
Renewable Energy Trust Capital, Inc. May 2015 - Present
KeyBanc Capital Markets July 2013 - April 2015
KeyBanc Capital Markets May 2012 - July 2012
Skills
Microsoft Excel, Public Relations, Public Speaking, Financial Modeling, Financial Analysis, Equities, Bloomberg, Investments, Portfolio Management, PowerPoint, Corporate Finance, Economics, Investment Banking, Microsoft Office, Mutual Funds, Securities, Capital Markets, Capital IQ, Finance
Education
University of Pittsburgh 2009 — 2012
B.S., Economics, Philosophy
Edward Metz's KeyBanc Capital Markets Experience May 1998 - April 2001
Job
Industry Financial Services
Experience
Virtus Partners, LLC January 2015 - Present
Virtus Partners, LLC January 2014 - January 2015
Market Intelligence & Data Products April 2009 - December 2013
SNL Financial 2001 - 2009
KeyBanc Capital Markets May 1998 - April 2001
BB&T May 1996 - May 1998
Skills
Business Development, Strategic Planning, Product Management, Team Leadership, Vendor Management, Financial Analysis, Due Diligence, Market Planning, Public Speaking, Data Management, Product Diversification, Industry Research, New Business Development, Business Strategy, Energy, Competitive Analysis, Strategic Partnerships, Start-ups, Product Development, Mergers & Acquisitions, Leadership, Entrepreneurship, Program Management, Marketing Strategy, Marketing, Integrated Marketing, Analysis, Sales
Education
Wake Forest University 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1988 — 1992
BA, International Studies & Political Science
Taunton School 1987 — 1988
Economics, English
Asheville School 1984 — 1987
Virtus Partners, LLC January 2015 - Present
Virtus Partners, LLC January 2014 - January 2015
Market Intelligence & Data Products April 2009 - December 2013
SNL Financial 2001 - 2009
KeyBanc Capital Markets May 1998 - April 2001
BB&T May 1996 - May 1998
Skills
Business Development, Strategic Planning, Product Management, Team Leadership, Vendor Management, Financial Analysis, Due Diligence, Market Planning, Public Speaking, Data Management, Product Diversification, Industry Research, New Business Development, Business Strategy, Energy, Competitive Analysis, Strategic Partnerships, Start-ups, Product Development, Mergers & Acquisitions, Leadership, Entrepreneurship, Program Management, Marketing Strategy, Marketing, Integrated Marketing, Analysis, Sales
Education
Wake Forest University 1994 — 1996
Master of Business Administration (MBA), Finance and Marketing
University of North Carolina at Chapel Hill 1988 — 1992
BA, International Studies & Political Science
Taunton School 1987 — 1988
Economics, English
Asheville School 1984 — 1987
Andrew Kaback Andrew Kaback's KeyBanc Capital Markets Experience July 2013 - August 2014
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company October 2014 - Present
KeyBanc Capital Markets July 2013 - August 2014
KeyBanc Capital Markets May 2012 - August 2012
UPMC June 2011 - August 2011
Skills
Finance, Investments, Microsoft Excel, Investment Banking, Mergers & Acquisitions
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance
Liberty High School
McKinsey & Company October 2014 - Present
KeyBanc Capital Markets July 2013 - August 2014
KeyBanc Capital Markets May 2012 - August 2012
UPMC June 2011 - August 2011
Skills
Finance, Investments, Microsoft Excel, Investment Banking, Mergers & Acquisitions
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance
Liberty High School
Dana Eisenberg, CFA Dana Eisenberg, CFA's KeyBanc Capital Markets Experience 2005 - 2006
Job Accomplished Financial Analyst
Industry Financial Services
Experience
Amazon August 2013 - Present
Jersey City Parking Authority (JCPA) July 2013 - December 2014
Centerline Capital Group September 2010 - August 2013
Summit Securities Group (SUMSG Plainfield Asset Management) November 2009 - July 2010
ICAP plc May 2007 - November 2009
Ipreo June 2006 - May 2007
KeyBanc Capital Markets 2005 - 2006
Education
University of Rochester 2002 — 2006
BA, Economics
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2006
Certificate of Management Studies, Accounting and Finance
Amazon August 2013 - Present
Jersey City Parking Authority (JCPA) July 2013 - December 2014
Centerline Capital Group September 2010 - August 2013
Summit Securities Group (SUMSG Plainfield Asset Management) November 2009 - July 2010
ICAP plc May 2007 - November 2009
Ipreo June 2006 - May 2007
KeyBanc Capital Markets 2005 - 2006
Education
University of Rochester 2002 — 2006
BA, Economics
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2006
Certificate of Management Studies, Accounting and Finance
Craig Berich Craig Berich's KeyBanc Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2014 - Present
Raptor Partners LLC May 2010 - June 2014
GNC July 2009 - May 2010
University of Pittsburgh August 2006 - May 2010
Allegheny County Department of Human Services January 2010 - April 2010
Skills
Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Valuation, Private Equity, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Finance, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science, Finance, Economics
KeyBanc Capital Markets July 2014 - Present
Raptor Partners LLC May 2010 - June 2014
GNC July 2009 - May 2010
University of Pittsburgh August 2006 - May 2010
Allegheny County Department of Human Services January 2010 - April 2010
Skills
Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Valuation, Private Equity, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Finance, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science, Finance, Economics
Robin (Durst) Baird Robin (Durst) Baird's KeyBanc Capital Markets Experience May 2010 - Present
Job Staff Writer at Gamebreaker.tv
Industry Entertainment
Experience
Gamebreaker.tv May 2013 - Present
MMO Champion September 2011 - Present
KeyBanc Capital Markets May 2010 - Present
Skills
Video Game Journalism, News Writing, Editing, Editorial, Product Reviews, Reporting & Analysis, Community Development, Twitter, Community Management, Community Outreach, Forums, Finance, Investment Banking, Bloomberg, Capital IQ, Equities, Fixed Income, Equity Research, Corporate Finance, Securities, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Wilmington 2006 — 2010
BA, Music/English
Virginia Tech 1998 — 2001
Gamebreaker.tv May 2013 - Present
MMO Champion September 2011 - Present
KeyBanc Capital Markets May 2010 - Present
Skills
Video Game Journalism, News Writing, Editing, Editorial, Product Reviews, Reporting & Analysis, Community Development, Twitter, Community Management, Community Outreach, Forums, Finance, Investment Banking, Bloomberg, Capital IQ, Equities, Fixed Income, Equity Research, Corporate Finance, Securities, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Wilmington 2006 — 2010
BA, Music/English
Virginia Tech 1998 — 2001
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
Gabriella Blunk Gabriella Blunk's KeyBanc Capital Markets Experience May 2015 - Present
Job Analyst at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets May 2015 - Present
KeyBank January 2015 - Present
KeyBank January 2013 - January 2015
AdvancedEMedia October 2011 - December 2012
Harvey and Company, LLC May 2011 - August 2011
USC Human Resources Auxiliary Services October 2008 - May 2011
Mountain 25, LLC July 2010 - August 2010
California Eminent Domain Law Group April 2008 - August 2010
New Europe Newspaper May 2009 - July 2009
Skills
Facebook, Social Media, Market Research, Research, Event Planning, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Valuation, E-commerce, Project Management, Recruiting, Marketing, Editing
Education
University of Southern California 2010 — 2012
Master of Arts (M.A.), International Relations and Affairs
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), International Relations - Global Business
KeyBanc Capital Markets May 2015 - Present
KeyBank January 2015 - Present
KeyBank January 2013 - January 2015
AdvancedEMedia October 2011 - December 2012
Harvey and Company, LLC May 2011 - August 2011
USC Human Resources Auxiliary Services October 2008 - May 2011
Mountain 25, LLC July 2010 - August 2010
California Eminent Domain Law Group April 2008 - August 2010
New Europe Newspaper May 2009 - July 2009
Skills
Facebook, Social Media, Market Research, Research, Event Planning, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Valuation, E-commerce, Project Management, Recruiting, Marketing, Editing
Education
University of Southern California 2010 — 2012
Master of Arts (M.A.), International Relations and Affairs
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), International Relations - Global Business
Gregory Waller Gregory Waller's KeyBanc Capital Markets Experience February 2015 - June 2015
Job Associate at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets July 2015 - Present
KeyBanc Capital Markets February 2015 - June 2015
Western Reserve Partners LLC January 2014 - January 2015
Blue Heron Capital June 2013 - August 2013
IMAP MB Partners January 2013 - June 2013
Schneider Downs September 2012 - January 2013
Boxwood Partners April 2012 - August 2012
City of Athens Director of Law May 2011 - August 2011
Youngstown State University August 2008 - June 2010
Skills
Valuation, Investment Banking, Capital IQ, Legal Research, Microsoft Excel, Private Equity, Financial Modeling, DCF Valuation, LBO Valuation, Multiples Valuation, Mergers & Acquisitions, Legal Writing, Leadership, Start-ups, Market Research, Financial Analysis, Due Diligence, Capital Markets, Venture Capital, Microsoft Word, PowerPoint, Writing, Presentations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
J.D./M.B.A., Finance
University of Pittsburgh School of Law 2010 — 2013
J.D./M.B.A., Banking, Corporate, Finance, and Securities Law
Youngstown State University 2008 — 2010
M.A., History
Youngstown State University 2004 — 2008
B.A., History
McDonald High School 2000 — 2004
BB&T Capital Markets July 2015 - Present
KeyBanc Capital Markets February 2015 - June 2015
Western Reserve Partners LLC January 2014 - January 2015
Blue Heron Capital June 2013 - August 2013
IMAP MB Partners January 2013 - June 2013
Schneider Downs September 2012 - January 2013
Boxwood Partners April 2012 - August 2012
City of Athens Director of Law May 2011 - August 2011
Youngstown State University August 2008 - June 2010
Skills
Valuation, Investment Banking, Capital IQ, Legal Research, Microsoft Excel, Private Equity, Financial Modeling, DCF Valuation, LBO Valuation, Multiples Valuation, Mergers & Acquisitions, Legal Writing, Leadership, Start-ups, Market Research, Financial Analysis, Due Diligence, Capital Markets, Venture Capital, Microsoft Word, PowerPoint, Writing, Presentations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
J.D./M.B.A., Finance
University of Pittsburgh School of Law 2010 — 2013
J.D./M.B.A., Banking, Corporate, Finance, and Securities Law
Youngstown State University 2008 — 2010
M.A., History
Youngstown State University 2004 — 2008
B.A., History
McDonald High School 2000 — 2004
Wright McCraney Wright McCraney's KeyBanc Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2015 - Present
University of Pittsburgh September 2014 - April 2015
Pitt Economics Society September 2013 - April 2015
Socially Responsible Portfolio August 2013 - April 2015
KeyBanc Capital Markets May 2014 - August 2014
University of Pittsburgh January 2014 - May 2014
Horseshoe Bend Country Club April 2012 - August 2013
University of Pittsburgh Chemical Genomics Lab January 2013 - April 2013
Skills
Bloomberg Cerified, Social Media, Management, Economics, Customer Service, Finance, Investments, Advertising, Portfolio Management, Bloomberg, Research, Data Mining, Macroeconomics
Education
University of Pittsburgh 2012 — 2015
Bachelor of Science (BS), Economics
KeyBanc Capital Markets July 2015 - Present
University of Pittsburgh September 2014 - April 2015
Pitt Economics Society September 2013 - April 2015
Socially Responsible Portfolio August 2013 - April 2015
KeyBanc Capital Markets May 2014 - August 2014
University of Pittsburgh January 2014 - May 2014
Horseshoe Bend Country Club April 2012 - August 2013
University of Pittsburgh Chemical Genomics Lab January 2013 - April 2013
Skills
Bloomberg Cerified, Social Media, Management, Economics, Customer Service, Finance, Investments, Advertising, Portfolio Management, Bloomberg, Research, Data Mining, Macroeconomics
Education
University of Pittsburgh 2012 — 2015
Bachelor of Science (BS), Economics
Yaleh Asadi Yaleh Asadi'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
University of Pittsburgh's Socially Responsible Investment Portfolio January 2014 - April 2015
KeyBanc Capital Markets May 2014 - August 2014
Northwestern Mutual May 2013 - December 2013
First Quality June 2011 - August 2011
Skills
Leadership, Public Speaking, Time Management, Microsoft Excel, Entrepreneurship, Teamwork, Communication Skills, PowerPoint, Organization &..., Financial Analysis, Business Strategy, Strategic Financial..., Equity Research Analysis, Communication
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Finance, Cumulative: 3.93, Major: 4.0
KeyBanc Capital Markets July 2015 - Present
University of Pittsburgh's Socially Responsible Investment Portfolio January 2014 - April 2015
KeyBanc Capital Markets May 2014 - August 2014
Northwestern Mutual May 2013 - December 2013
First Quality June 2011 - August 2011
Skills
Leadership, Public Speaking, Time Management, Microsoft Excel, Entrepreneurship, Teamwork, Communication Skills, PowerPoint, Organization &..., Financial Analysis, Business Strategy, Strategic Financial..., Equity Research Analysis, Communication
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Finance, Cumulative: 3.93, Major: 4.0
Chris Bagley Chris Bagley's KeyBanc Capital Markets Experience May 2011 - December 2011
Job Corporate & Business Development
Industry Apparel & Fashion
Experience
Regions Financial Corporation October 2013 - March 2015
Lazard January 2012 - June 2013
KeyBanc Capital Markets May 2011 - December 2011
Ark Holding September 2009 - April 2011
Skills
Investment Banking, Business Development, Valuation, Financial Modeling, Corporate Finance, LBO, Due Diligence, M&A experience, Capital Markets, Leveraged Finance
Education
University of Richmond 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Regions Financial Corporation October 2013 - March 2015
Lazard January 2012 - June 2013
KeyBanc Capital Markets May 2011 - December 2011
Ark Holding September 2009 - April 2011
Skills
Investment Banking, Business Development, Valuation, Financial Modeling, Corporate Finance, LBO, Due Diligence, M&A experience, Capital Markets, Leveraged Finance
Education
University of Richmond 2004 — 2008
Bachelor of Arts (BA), Political Science and Government
Rachel Waszkewitz Rachel Waszkewitz's KeyBanc Capital Markets Experience June 2007 - August 2007
Job Sr Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Nike June 2013 - August 2013
Deloitte Consulting August 2009 - June 2012
Morgan Stanley June 2008 - December 2008
KeyBanc Capital Markets June 2007 - August 2007
Skills
Management Consulting, Financial Modeling, Investments, Strategy, Business Process..., Wealth Management, Business Strategy, Valuation, Financial Analysis, Business Development, Organizational Design, Economics, Mergers & Acquisitions, Program Management, Process Improvement, Market Research, Business Case, Consulting, Market Entry, Strategic Consulting, Strategic Planning, Business Transformation, Operating Models, Corporate Finance, Analysis, Analytics, Business Process, Corporate Development, Business Analysis, Business Process..., Project Management, Data Analysis, Cross-functional Team..., Acquisition Integration, Competitive Analysis, Risk Management, Due Diligence, Market Analysis, Business Intelligence, Growth Strategies, Business Planning
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
University of Washington 2005 — 2009
Honors B.S., Honors Economics & Mathematics
Deloitte August 2014 - Present
Nike June 2013 - August 2013
Deloitte Consulting August 2009 - June 2012
Morgan Stanley June 2008 - December 2008
KeyBanc Capital Markets June 2007 - August 2007
Skills
Management Consulting, Financial Modeling, Investments, Strategy, Business Process..., Wealth Management, Business Strategy, Valuation, Financial Analysis, Business Development, Organizational Design, Economics, Mergers & Acquisitions, Program Management, Process Improvement, Market Research, Business Case, Consulting, Market Entry, Strategic Consulting, Strategic Planning, Business Transformation, Operating Models, Corporate Finance, Analysis, Analytics, Business Process, Corporate Development, Business Analysis, Business Process..., Project Management, Data Analysis, Cross-functional Team..., Acquisition Integration, Competitive Analysis, Risk Management, Due Diligence, Market Analysis, Business Intelligence, Growth Strategies, Business Planning
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
University of Washington 2005 — 2009
Honors B.S., Honors Economics & Mathematics
Rodny Nacier, CFA Rodny Nacier, CFA's KeyBanc Capital Markets Experience August 2010 - October 2012
Job Senior Vice President at ICR
Industry Financial Services
Experience
ICR April 2013 - Present
KeyBanc Capital Markets August 2010 - October 2012
Macquarie Capital August 2008 - July 2010
Credit Suisse July 2005 - July 2008
Digicel Haiti 2005 - 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Bloomberg, IPO, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Investor Relations, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Finance & Accounting
Chaminade 1997 — 2001
ICR April 2013 - Present
KeyBanc Capital Markets August 2010 - October 2012
Macquarie Capital August 2008 - July 2010
Credit Suisse July 2005 - July 2008
Digicel Haiti 2005 - 2006
Skills
Equity Research, Investments, Equities, Financial Modeling, Valuation, Bloomberg, IPO, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Investor Relations, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelors of Business Administration, Finance & Accounting
Chaminade 1997 — 2001
Anand Gomes's KeyBanc Capital Markets Experience June 2011 - August 2011
Job Associate | Commodity Derivatives at Keybank NA
Industry Capital Markets
Experience
KeyBank February 2012 - Present
KeyBanc Capital Markets June 2011 - August 2011
Collins Stewart Inga May 2010 - August 2010
Unique Valves Pvt. Ltd May 2006 - May 2009
Skills
SAS/SQL, VBA, Capital IQ, Bloomberg, Interest Rate..., SAS, SQL, Risk Management, Derivatives, SAS programming, Fixed Income, Corporate Finance, Leadership, Financial Analysis, Valuation, Mergers & Acquisitions, Financial Modeling, Equity Research, Finance, Strategy, Capital Markets, Analysis, Management, Investments
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
MBA-MS Finance Dual Degree Holder, Investments & Risk Management, GPA 3.9/4.0
University of Pune 2008 — 2009
Post Graduate Diploma, Concentration in International Business
University of Pune 2003 — 2006
Bachelor of Science, Concentration in Computer Science
Passed Level 1 of the CFA Program in December 2013
KeyBank February 2012 - Present
KeyBanc Capital Markets June 2011 - August 2011
Collins Stewart Inga May 2010 - August 2010
Unique Valves Pvt. Ltd May 2006 - May 2009
Skills
SAS/SQL, VBA, Capital IQ, Bloomberg, Interest Rate..., SAS, SQL, Risk Management, Derivatives, SAS programming, Fixed Income, Corporate Finance, Leadership, Financial Analysis, Valuation, Mergers & Acquisitions, Financial Modeling, Equity Research, Finance, Strategy, Capital Markets, Analysis, Management, Investments
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
MBA-MS Finance Dual Degree Holder, Investments & Risk Management, GPA 3.9/4.0
University of Pune 2008 — 2009
Post Graduate Diploma, Concentration in International Business
University of Pune 2003 — 2006
Bachelor of Science, Concentration in Computer Science
Passed Level 1 of the CFA Program in December 2013
Matthew Neary Matthew Neary's KeyBanc Capital Markets Experience May 2014 - August 2014
Job Student at University of Michigan College of Literature, Science, and the Arts
Industry Higher Education
Experience
KeyBanc Capital Markets May 2014 - August 2014
Fairmount Santrol 2013 - 2013
Skills
Public Speaking, Leadership, Research, Financial Analysis, Project Management, Data Analysis, Management, Teamwork, Microsoft Office, Financial Modeling
Education
University of Michigan College of Literature, Science, and the Arts 2011 — 2015
Bachelor's Degree, Political Science and Government, Minor in Sustainability
Shaker Heights High School 2007 — 2011
High School, AP Scholar with Distinction
KeyBanc Capital Markets May 2014 - August 2014
Fairmount Santrol 2013 - 2013
Skills
Public Speaking, Leadership, Research, Financial Analysis, Project Management, Data Analysis, Management, Teamwork, Microsoft Office, Financial Modeling
Education
University of Michigan College of Literature, Science, and the Arts 2011 — 2015
Bachelor's Degree, Political Science and Government, Minor in Sustainability
Shaker Heights High School 2007 — 2011
High School, AP Scholar with Distinction
Bradley Wukie Bradley Wukie's KeyBanc Capital Markets Experience May 2014 - Present
Job Summer Analyst KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2014 - Present
Beat the Streets Wrestling, Inc. September 2013 - Present
KeyBanc Capital Markets May 2013 - September 2013
University of Pennsylvania September 2010 - April 2013
Interactive Fitness Holdings May 2012 - September 2012
Market76 May 2011 - August 2011
Gene's Farm Market April 2010 - September 2010
Skills
Management, PowerPoint, Sales, Training, Microsoft Excel, Data Analysis, Event Planning, Microsoft Office, Leadership, Social Media, Financial Analysis, Research, Public Speaking, Microsoft Word
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science, Politics, Philosophy, and Economics
University Upper School 2006 — 2010
KeyBanc Capital Markets May 2014 - Present
Beat the Streets Wrestling, Inc. September 2013 - Present
KeyBanc Capital Markets May 2013 - September 2013
University of Pennsylvania September 2010 - April 2013
Interactive Fitness Holdings May 2012 - September 2012
Market76 May 2011 - August 2011
Gene's Farm Market April 2010 - September 2010
Skills
Management, PowerPoint, Sales, Training, Microsoft Excel, Data Analysis, Event Planning, Microsoft Office, Leadership, Social Media, Financial Analysis, Research, Public Speaking, Microsoft Word
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science, Politics, Philosophy, and Economics
University Upper School 2006 — 2010
Pia Trikha Pia Trikha's KeyBanc Capital Markets Experience May 2012 - July 2012
Job Audience Targeting Manager at Twitter
Industry Marketing and Advertising
Edward Hayes Edward Hayes's KeyBanc Capital Markets Experience 2005 - 2007
Job CoFounder, Managing Partner at Banyan Point
Industry Investment Management
Experience
Banyan Point, LLC July 2015 - Present
Wealth and Investment Management at Barclays September 2008 - June 2015
Lehman Brothers 2007 - September 2008
KeyBanc Capital Markets 2005 - 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
Landon
Banyan Point, LLC July 2015 - Present
Wealth and Investment Management at Barclays September 2008 - June 2015
Lehman Brothers 2007 - September 2008
KeyBanc Capital Markets 2005 - 2007
Education
University of North Carolina at Chapel Hill 2001 — 2005
Landon
Ben Papay, CFA's KeyBanc Capital Markets Experience January 2006 - June 2006
Job Vice President at PNC
Industry Banking
Experience
PNC Financial Services Group August 2008 - Present
National City Bank July 2006 - July 2008
KeyBanc Capital Markets January 2006 - June 2006
KeyBanc Capital Markets June 2001 - January 2006
Education
University of Mount Union 1997 — 2001
Finance
PNC Financial Services Group August 2008 - Present
National City Bank July 2006 - July 2008
KeyBanc Capital Markets January 2006 - June 2006
KeyBanc Capital Markets June 2001 - January 2006
Education
University of Mount Union 1997 — 2001
Finance
Andrew DeAngelis's KeyBanc Capital Markets Experience January 2012 - Present
Job Sr. Equity Product Mgr. at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets January 2012 - Present
KeyBanc Capital Markets February 2009 - December 2011
KeyBanc Capital Markets June 2008 - January 2009
Skills
Bloomberg, Valuation, Financial Modeling, Series 7, Financial Analysis, Equity Research, Equity Valuation, Industry Analysis, DCF, Sell Side, Factset, Excel, Equities, Investment Banking
Education
University of Notre Dame 2001 — 2005
BBA, Finance
KeyBanc Capital Markets January 2012 - Present
KeyBanc Capital Markets February 2009 - December 2011
KeyBanc Capital Markets June 2008 - January 2009
Skills
Bloomberg, Valuation, Financial Modeling, Series 7, Financial Analysis, Equity Research, Equity Valuation, Industry Analysis, DCF, Sell Side, Factset, Excel, Equities, Investment Banking
Education
University of Notre Dame 2001 — 2005
BBA, Finance
Brian Karrip's KeyBanc Capital Markets Experience August 2004 - August 2010
Job EVP Director of Specialized Banking
Industry Banking
Experience
FirstMerit Bank September 2010 - Present
KeyBanc Capital Markets August 2004 - August 2010
KeyBank 2004 - 2010
National City Bank June 1988 - August 2004
National City Corporation 1988 - 2004
Skills
Capital Markets, Commercial Banking, Banking, Credit Analysis, Finance, Leveraged Finance, Loans, Middle Market, Relationship Management, Portfolio Management, Syndications, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Masters of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelors of Business Adminstration, Accounting
FirstMerit Bank September 2010 - Present
KeyBanc Capital Markets August 2004 - August 2010
KeyBank 2004 - 2010
National City Bank June 1988 - August 2004
National City Corporation 1988 - 2004
Skills
Capital Markets, Commercial Banking, Banking, Credit Analysis, Finance, Leveraged Finance, Loans, Middle Market, Relationship Management, Portfolio Management, Syndications, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Masters of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelors of Business Adminstration, Accounting
Matthew Ozanich's KeyBanc Capital Markets Experience July 2009 - February 2011
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners February 2011 - Present
KeyBanc Capital Markets July 2009 - February 2011
KeyBanc Capital Markets July 2007 - June 2009
University of Rochester January 2007 - May 2007
Education
University of Rochester 2003 — 2007
BA
West Allegheny High School 1999 — 2003
Guggenheim Partners February 2011 - Present
KeyBanc Capital Markets July 2009 - February 2011
KeyBanc Capital Markets July 2007 - June 2009
University of Rochester January 2007 - May 2007
Education
University of Rochester 2003 — 2007
BA
West Allegheny High School 1999 — 2003
Kiran Pillai's KeyBanc Capital Markets Experience April 2012 - Present
Job Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets April 2012 - Present
Jefferies & Company October 2009 - November 2011
HSBC Global Asset Management August 2007 - September 2009
Morgan Stanley July 2005 - July 2007
Skills
Credit Trading, Investments, CDS, Portfolio Management, Fixed Income, Asset Management, Bonds, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Credit, Equities, Hedge Funds, Securities, Investment Strategies
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BS, Finance, Accounting, Math
KeyBanc Capital Markets April 2012 - Present
Jefferies & Company October 2009 - November 2011
HSBC Global Asset Management August 2007 - September 2009
Morgan Stanley July 2005 - July 2007
Skills
Credit Trading, Investments, CDS, Portfolio Management, Fixed Income, Asset Management, Bonds, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Credit, Equities, Hedge Funds, Securities, Investment Strategies
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BS, Finance, Accounting, Math
Nicholas Molnar's KeyBanc Capital Markets Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
KeyBanc Capital Markets 2007 - 2009
Education
University of Pennsylvania
KeyBanc Capital Markets 2007 - 2009
Education
University of Pennsylvania
Scott Shelley's KeyBanc Capital Markets Experience December 2011 - Present
Job Real Estate Syndications, KeyBanc Capital Markets
Industry Real Estate
Experience
KeyBanc Capital Markets December 2011 - Present
KeyBank Real Estate Capital July 2010 - November 2011
KeyBank Real Estate Capital June 2009 - July 2010
University of Missouri August 2007 - May 2009
BOK Financial May 2008 - August 2008
BancFirst May 2006 - August 2006
Skills
Risk Management, Marketing, Sales, Research, Leadership, Management, Commodity, Software Documentation, Coaching, Funding, Teaching, Microsoft Money, Natural Gas, System Administration, Directing, Financials, Business Writing, Financial Analysis, Financial Modeling, Banking
Education
University of Missouri-Columbia, College of Business 2007 — 2009
MBA, Finance
University of Missouri-Columbia 2003 — 2007
Dual, Finance/Banking and Real Estate
KeyBanc Capital Markets December 2011 - Present
KeyBank Real Estate Capital July 2010 - November 2011
KeyBank Real Estate Capital June 2009 - July 2010
University of Missouri August 2007 - May 2009
BOK Financial May 2008 - August 2008
BancFirst May 2006 - August 2006
Skills
Risk Management, Marketing, Sales, Research, Leadership, Management, Commodity, Software Documentation, Coaching, Funding, Teaching, Microsoft Money, Natural Gas, System Administration, Directing, Financials, Business Writing, Financial Analysis, Financial Modeling, Banking
Education
University of Missouri-Columbia, College of Business 2007 — 2009
MBA, Finance
University of Missouri-Columbia 2003 — 2007
Dual, Finance/Banking and Real Estate
Sarah Ingram's KeyBanc Capital Markets Experience February 2011 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
KeyBanc Capital Markets February 2011 - Present
Dealogic July 2009 - January 2011
Skills
Equities, Sales, Capital Markets, Series 7, Project Management
Education
University of Pennsylvania 2005 — 2009
BA, International Relations, French
KeyBanc Capital Markets February 2011 - Present
Dealogic July 2009 - January 2011
Skills
Equities, Sales, Capital Markets, Series 7, Project Management
Education
University of Pennsylvania 2005 — 2009
BA, International Relations, French
Joe Whang's KeyBanc Capital Markets Experience 1989 - 1999
Job Entrepreneur. Advisor. Investor.
Industry Venture Capital & Private Equity
Experience
Matrix Pointe Group 2008 - Present
Matrix Pointe Software 2008 - Present
Mobile Defense 2009 - Present
Shaker Consulting Group 2014 - Present
Life Line Screening 2004 - 2008
Regional Diagnostics 2003 - 2004
Printcafe Software 1999 - 2003
KeyBanc Capital Markets 1989 - 1999
Price Waterhouse Coopers 1986 - 1989
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics, Finance, Accounting
Matrix Pointe Group 2008 - Present
Matrix Pointe Software 2008 - Present
Mobile Defense 2009 - Present
Shaker Consulting Group 2014 - Present
Life Line Screening 2004 - 2008
Regional Diagnostics 2003 - 2004
Printcafe Software 1999 - 2003
KeyBanc Capital Markets 1989 - 1999
Price Waterhouse Coopers 1986 - 1989
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics, Finance, Accounting
Eric Swanson's KeyBanc Capital Markets Experience September 2007 - March 2011
Job Director, Investor Relations at PolyOne
Industry Plastics
Experience
PolyOne December 2014 - Present
PolyOne July 2013 - December 2014
PolyOne September 2012 - July 2013
PolyOne March 2011 - September 2012
KeyBanc Capital Markets September 2007 - March 2011
KeyBanc Capital Markets May 2005 - September 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, English, Windows, Research, Financial Modeling, Outlook, Lotus Notes, Bloomberg, Thomson One Analytics, Budgets, SAP, SAP BW, Hyperion HFM
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
PolyOne December 2014 - Present
PolyOne July 2013 - December 2014
PolyOne September 2012 - July 2013
PolyOne March 2011 - September 2012
KeyBanc Capital Markets September 2007 - March 2011
KeyBanc Capital Markets May 2005 - September 2007
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, English, Windows, Research, Financial Modeling, Outlook, Lotus Notes, Bloomberg, Thomson One Analytics, Budgets, SAP, SAP BW, Hyperion HFM
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jonathan Simkins's KeyBanc Capital Markets Experience June 2004 - April 2006
Job International Manager at HSBC
Industry Financial Services
Experience
HSBC October 2010 - Present
Independent Consultancy May 2008 - Present
Skoll Foundation July 2010 - September 2010
Cascadia Capital April 2006 - May 2008
KeyBanc Capital Markets June 2004 - April 2006
Skills
Mergers & Acquisitions, Venture Capital, Venture Financing, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Equity Valuation, Valuation, Business Valuation, Enterprise Valuation, Company Valuation, Fairness Opinions, Financial Advisory, Business Advisory, Corporate Advisory, Strategic Planning, Business Strategy, Strategic Financial..., Strategy, Divestitures, Strategy Implementation, Bridge Financing, Convertible Securities, Investment Banking, Forensic Accounting, Capital Budgeting, Budget Forecasts, Budgets, Budget Process, Operating Budgets, Budget Monitoring, Budget Reconciliation, Business Planning, Financial Analysis, Financial Modeling, Business Modeling, Finance, Financial Accounting, Corporate Finance, Managerial Finance, Due Diligence, Operational Due..., Negotiation, Contract Negotiation, Strategic Negotiations
Education
University of Oxford 2009 — 2010
Master of Business Administration (MBA)
University of Washington 2001 — 2004
Bachelor of Arts (BA), Business Administration and Finance
HSBC October 2010 - Present
Independent Consultancy May 2008 - Present
Skoll Foundation July 2010 - September 2010
Cascadia Capital April 2006 - May 2008
KeyBanc Capital Markets June 2004 - April 2006
Skills
Mergers & Acquisitions, Venture Capital, Venture Financing, Capital Raising, Equity Capital Markets, Debt & Equity Financing, Equity Valuation, Valuation, Business Valuation, Enterprise Valuation, Company Valuation, Fairness Opinions, Financial Advisory, Business Advisory, Corporate Advisory, Strategic Planning, Business Strategy, Strategic Financial..., Strategy, Divestitures, Strategy Implementation, Bridge Financing, Convertible Securities, Investment Banking, Forensic Accounting, Capital Budgeting, Budget Forecasts, Budgets, Budget Process, Operating Budgets, Budget Monitoring, Budget Reconciliation, Business Planning, Financial Analysis, Financial Modeling, Business Modeling, Finance, Financial Accounting, Corporate Finance, Managerial Finance, Due Diligence, Operational Due..., Negotiation, Contract Negotiation, Strategic Negotiations
Education
University of Oxford 2009 — 2010
Master of Business Administration (MBA)
University of Washington 2001 — 2004
Bachelor of Arts (BA), Business Administration and Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial