Leerink Swann
Industry: Capital market company
DescriptionLeerink Partners is a specialist investment bank focusing on the healthcare sector, headquartered in Boston, MA. Leerink offers capital markets capabilities, M&A advisory, corporate access and equity research. Through its subsidiary Leerink Capital, the firm engages in principal investments. Founder: Jeffrey A. Leerink Founded: 1995 Headquarters: Boston, MA Subsidiaries: MEDACorp, Inc., Parent organization: Leerink Holdings LLC
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Leerink Swann Employees
Employee
Years
Job
Industry
Patrick Kennedy Jr. Patrick Kennedy Jr.'s Leerink Swann Experience September 2007 - April 2008
Job Regional Litigation Consultant at Esquire Solutions
Industry Legal Services
Experience
Top Prospect Academy (TPA Baseball) June 2015 - Present
Esquire Solutions December 2011 - Present
PDP August 2009 - December 2011
Deutsche Bank May 2008 - May 2009
Leerink Swann September 2007 - April 2008
Skills
Due Diligence, Microsoft Office, Financial Analysis, PowerPoint, Research, Microsoft Excel, New Business Development, Private Equity, Financial Modeling, Social Media, SaaS, Energetic Self-Starter, Networking, Relationship Management, Account Management, Technology, Litigation Support, Document Review, Intellectual Property, Corporate Law, Litigation, Salesforce.com, Courts, Lexis, Contract Negotiation
Education
Tufts University 2005 — 2009
HIstory, Spanish
Lawrence D Bell Highschool 2003 — 2005
Top Prospect Academy (TPA Baseball) June 2015 - Present
Esquire Solutions December 2011 - Present
PDP August 2009 - December 2011
Deutsche Bank May 2008 - May 2009
Leerink Swann September 2007 - April 2008
Skills
Due Diligence, Microsoft Office, Financial Analysis, PowerPoint, Research, Microsoft Excel, New Business Development, Private Equity, Financial Modeling, Social Media, SaaS, Energetic Self-Starter, Networking, Relationship Management, Account Management, Technology, Litigation Support, Document Review, Intellectual Property, Corporate Law, Litigation, Salesforce.com, Courts, Lexis, Contract Negotiation
Education
Tufts University 2005 — 2009
HIstory, Spanish
Lawrence D Bell Highschool 2003 — 2005
Chris Baird Chris Baird's Leerink Swann Experience September 2011 - June 2013
Job Associate at Locust Walk
Industry Biotechnology
Experience
Locust Walk July 2014 - Present
Locust Walk June 2013 - June 2014
Leerink Swann September 2011 - June 2013
Leerink Swann August 2010 - August 2010
Amgen May 2010 - August 2010
Amgen May 2009 - August 2009
MESP, Inc. June 2008 - 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics
Agoura High School 2003 — 2007
High School Diploma
Locust Walk July 2014 - Present
Locust Walk June 2013 - June 2014
Leerink Swann September 2011 - June 2013
Leerink Swann August 2010 - August 2010
Amgen May 2010 - August 2010
Amgen May 2009 - August 2009
MESP, Inc. June 2008 - 2008
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics
Agoura High School 2003 — 2007
High School Diploma
Kent Siri Kent Siri's Leerink Swann Experience October 2006 - February 2010
Job Director of Marketing at Kyruus
Industry Hospital & Health Care
Experience
Kyruus January 2014 - Present
Kyruus January 2012 - Present
Kyruus May 2011 - January 2012
Trinity Partners March 2010 - May 2011
Trinity Partners February 2010 - May 2011
Leerink Swann October 2006 - February 2010
Skills
Lifesciences, Analytics, Managed Care, Biotechnology, Pharmaceutical Industry, Medical Devices, Strategic Consulting, Management Consulting, Pre-sales, Forecasting, Modeling, Start-ups, Market Research, Financial Modeling, Strategy, Competitive Analysis, Data Analysis, Life Sciences
Education
Princeton University 2001 — 2005
BA, Biology
Princeton University
Kyruus January 2014 - Present
Kyruus January 2012 - Present
Kyruus May 2011 - January 2012
Trinity Partners March 2010 - May 2011
Trinity Partners February 2010 - May 2011
Leerink Swann October 2006 - February 2010
Skills
Lifesciences, Analytics, Managed Care, Biotechnology, Pharmaceutical Industry, Medical Devices, Strategic Consulting, Management Consulting, Pre-sales, Forecasting, Modeling, Start-ups, Market Research, Financial Modeling, Strategy, Competitive Analysis, Data Analysis, Life Sciences
Education
Princeton University 2001 — 2005
BA, Biology
Princeton University
Alyssa Burgos Alyssa Burgos's Leerink Swann Experience May 2013 - August 2013
Job Student at the University of Connecticut
Industry
Experience
Allied Properties, LLC December 2014 - Present
University of Connecticut Office of Residential Life 2013 - Present
University of Connecticut's Puerto Rican/Latin American Cultural Center July 2014 - May 2015
University of Connecticut's Puerto Rican/Latin American Cultural Center January 2013 - May 2014
Leerink Swann May 2013 - August 2013
Kings County District Attorneys Office June 2011 - August 2011
Leerink Swann July 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Management, Administrative..., Filing
Education
The University of Connecticut 2012 — 2016
Bachelor's Degree, Management with a Concentration in Entrepreneurship, Junior
Fort Hamilton High School 2008 — 2012
High School Diploma
Allied Properties, LLC December 2014 - Present
University of Connecticut Office of Residential Life 2013 - Present
University of Connecticut's Puerto Rican/Latin American Cultural Center July 2014 - May 2015
University of Connecticut's Puerto Rican/Latin American Cultural Center January 2013 - May 2014
Leerink Swann May 2013 - August 2013
Kings County District Attorneys Office June 2011 - August 2011
Leerink Swann July 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Management, Administrative..., Filing
Education
The University of Connecticut 2012 — 2016
Bachelor's Degree, Management with a Concentration in Entrepreneurship, Junior
Fort Hamilton High School 2008 — 2012
High School Diploma
Katelyn Stevens Katelyn Stevens's Leerink Swann Experience January 2006 - January 2007
Job Education Editing Group Lead at PTC
Industry Computer Software
Experience
PTC January 2007 - Present
Leerink Swann January 2006 - January 2007
HCPro, Inc. February 2003 - January 2006
Skills
Editing, Project Management, Management, Instructional Design, Standards Compliance, Standards Development, Project Planning, Publications, Arbortext, Windchill, Microsoft Office, RoboHelp, Content Development, PowerPoint, Microsoft Excel
Education
Mary Washington College 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
PTC January 2007 - Present
Leerink Swann January 2006 - January 2007
HCPro, Inc. February 2003 - January 2006
Skills
Editing, Project Management, Management, Instructional Design, Standards Compliance, Standards Development, Project Planning, Publications, Arbortext, Windchill, Microsoft Office, RoboHelp, Content Development, PowerPoint, Microsoft Excel
Education
Mary Washington College 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Charlene Rosemond's Leerink Swann Experience 1999 - 2005
Job Private Duty Nurse
Industry Hospital & Health Care
Experience
South Shore Collaborative 2014 - Present
Talbots May 2011 - Present
Leerink Swann 1999 - 2005
Skills
Retail, Customer Service, Merchandising, Visual Merchandising, Microsoft Office, Microsoft Excel, Outlook, Time Management, Healthcare, Management, Event Planning
Education
Quincy College 2010 — 2014
Nursing, Practical Nursing, Vocational Nursing and Nursing Assistants
South Shore Collaborative 2014 - Present
Talbots May 2011 - Present
Leerink Swann 1999 - 2005
Skills
Retail, Customer Service, Merchandising, Visual Merchandising, Microsoft Office, Microsoft Excel, Outlook, Time Management, Healthcare, Management, Event Planning
Education
Quincy College 2010 — 2014
Nursing, Practical Nursing, Vocational Nursing and Nursing Assistants
Elizabeth Kinter Elizabeth Kinter's Leerink Swann Experience May 2010 - May 2011
Job EU+ Market Access
Industry Pharmaceuticals
Experience
Biogen March 2015 - Present
Biogen Idec October 2012 - Present
Campbell Alliance May 2011 - November 2012
Leerink Swann May 2010 - May 2011
United BioSource Corporation April 2009 - January 2011
Johns Hopkins Bloomberg School of Public Health September 2005 - February 2009
Johns Hopkins Bloomberg School of Public Health September 2005 - February 2009
US Department of Health and Human Services June 2003 - June 2004
National Economic Research Associates June 1999 - July 2003
Skills
Outcomes Research, Health Economics, Biotechnology
Education
The Johns Hopkins University 2005 — 2009
PhD, Health Economics
The Johns Hopkins University 2003 — 2005
MHS, Health Policy
Smith College 1995 — 1999
BA, Economics, German Literature
Phillips Exeter Academy 1992 — 1995
Biogen March 2015 - Present
Biogen Idec October 2012 - Present
Campbell Alliance May 2011 - November 2012
Leerink Swann May 2010 - May 2011
United BioSource Corporation April 2009 - January 2011
Johns Hopkins Bloomberg School of Public Health September 2005 - February 2009
Johns Hopkins Bloomberg School of Public Health September 2005 - February 2009
US Department of Health and Human Services June 2003 - June 2004
National Economic Research Associates June 1999 - July 2003
Skills
Outcomes Research, Health Economics, Biotechnology
Education
The Johns Hopkins University 2005 — 2009
PhD, Health Economics
The Johns Hopkins University 2003 — 2005
MHS, Health Policy
Smith College 1995 — 1999
BA, Economics, German Literature
Phillips Exeter Academy 1992 — 1995
Kelly Benway Kelly Benway's Leerink Swann Experience January 1998 - May 2005
Job Woods Hole Research Center, Finance and Administration Assistant
Industry Renewables & Environment
Experience
Leerink Swann January 1998 - May 2005
FBR January 1996 - September 1999
Skills
Equities, Portfolio Management, Investments, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Services, Corporate Finance, Due Diligence, Mergers, Risk Management
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Marketing
Falmouth High School 1986 — 1990
Leerink Swann January 1998 - May 2005
FBR January 1996 - September 1999
Skills
Equities, Portfolio Management, Investments, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Services, Corporate Finance, Due Diligence, Mergers, Risk Management
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Marketing
Falmouth High School 1986 — 1990
Josh Groman Josh Groman's Leerink Swann Experience January 2004 - January 2007
Job CoHead Life Sciences at MidCap Financial
Industry Venture Capital & Private Equity
Experience
MidCap Financial September 2008 - Present
ClearView Healthcare Partners February 2008 - August 2008
Merrill Lynch January 2007 - January 2008
Leerink Swann January 2004 - January 2007
Skills
Lifesciences, Financial Modeling, Biotechnology, Venture Capital, Due Diligence, Private Equity, Corporate Development, Valuation, Portfolio Management, Healthcare, Corporate Finance, Business Strategy, Strategy, Pharmaceutical Industry, Investment Banking
Education
Johns Hopkins School of Medicine 1999 — 2003
PhD, Medical genetics and molecular biology
Vanderbilt University 1996 — 1999
MS, Evolutionary Biology
State University of New York College of Environmental Sciences and Forestry 1992 — 1996
BS, Biology
MidCap Financial September 2008 - Present
ClearView Healthcare Partners February 2008 - August 2008
Merrill Lynch January 2007 - January 2008
Leerink Swann January 2004 - January 2007
Skills
Lifesciences, Financial Modeling, Biotechnology, Venture Capital, Due Diligence, Private Equity, Corporate Development, Valuation, Portfolio Management, Healthcare, Corporate Finance, Business Strategy, Strategy, Pharmaceutical Industry, Investment Banking
Education
Johns Hopkins School of Medicine 1999 — 2003
PhD, Medical genetics and molecular biology
Vanderbilt University 1996 — 1999
MS, Evolutionary Biology
State University of New York College of Environmental Sciences and Forestry 1992 — 1996
BS, Biology
Venkat Kommineni, CFA Venkat Kommineni, CFA's Leerink Swann Experience June 2012 - August 2012
Job Associate at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank July 2014 - Present
Macquarie Capital Partners July 2013 - Present
Leerink Swann June 2012 - August 2012
Citi Private Bank April 2010 - April 2011
Citi Private Bank June 2007 - March 2010
Citi Private Bank June 2005 - June 2007
The Bank of New York Trust Company April 2004 - June 2005
Education
S.C. Johnson Graduate School of Management at Cornell University 2011 — 2013
MBA, Capital Markets and Asset Management
University of Southern California 1999 — 2003
B.A, Economics
Deutsche Bank July 2014 - Present
Macquarie Capital Partners July 2013 - Present
Leerink Swann June 2012 - August 2012
Citi Private Bank April 2010 - April 2011
Citi Private Bank June 2007 - March 2010
Citi Private Bank June 2005 - June 2007
The Bank of New York Trust Company April 2004 - June 2005
Education
S.C. Johnson Graduate School of Management at Cornell University 2011 — 2013
MBA, Capital Markets and Asset Management
University of Southern California 1999 — 2003
B.A, Economics
Robert Uhl's Leerink Swann Experience 1999 - 2002
Job Managing Director at Westwicke Partners, LLC
Industry Biotechnology
Experience
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
Kenneth Goodreau, CMT's Leerink Swann Experience January 2002 - January 2005
Job Chief Investment Officer, Portfolio Manager at FlowPoint Capital Partners, LP
Industry Investment Management
Experience
FlowPoint Capital Partners, LP May 2014 - Present
TIG Advisors, LLC December 2012 - April 2014
State of Rhode Island December 2006 - December 2012
Knollwood Capital Management llc November 2004 - December 2006
Leerink Swann January 2002 - January 2005
UBS 1997 - 2000
UBS 1997 - 2000
UBS 1997 - 2000
Skills
Bloomberg, Portfolio Management, Asset Managment, Alternative Investments, Investments, Risk Management, Asset Management, Equities, Hedge Funds, Equity Research, Securities, Mutual Funds, Private Equity, Investment Management, Fixed Income
Education
University of Rhode Island 1990 — 1994
business
FlowPoint Capital Partners, LP May 2014 - Present
TIG Advisors, LLC December 2012 - April 2014
State of Rhode Island December 2006 - December 2012
Knollwood Capital Management llc November 2004 - December 2006
Leerink Swann January 2002 - January 2005
UBS 1997 - 2000
UBS 1997 - 2000
UBS 1997 - 2000
Skills
Bloomberg, Portfolio Management, Asset Managment, Alternative Investments, Investments, Risk Management, Asset Management, Equities, Hedge Funds, Equity Research, Securities, Mutual Funds, Private Equity, Investment Management, Fixed Income
Education
University of Rhode Island 1990 — 1994
business
Bruce Cranna Bruce Cranna's Leerink Swann Experience 2002 - 2009
Job CFO and VP of Corporate Development at iSpecimen
Industry Hospital & Health Care
Experience
iSpecimen 2011 - Present
Jefferies & Company 2009 - 2010
Leerink Swann 2002 - 2009
ABN AMRO Bank N.V. 1996 - 2002
Coopers & Lybrand Consulting May 1993 - June 1996
Blue Cross and Blue Shield of Massachusetts January 1989 - May 1993
Skills
Finance, Equity Research, Health Care Regulation, Financial Analysis, Molecular Diagnostics, HIPAA, Hardware Diagnostics, Venture Capital, Valuation, Mergers & Acquisitions, Strategy, Due Diligence, Financial Modeling, Lifesciences, Corporate Development, Biotechnology, Life Sciences
Education
Northeastern University 1987 — 1988
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Arts (B.A.), Economics
iSpecimen 2011 - Present
Jefferies & Company 2009 - 2010
Leerink Swann 2002 - 2009
ABN AMRO Bank N.V. 1996 - 2002
Coopers & Lybrand Consulting May 1993 - June 1996
Blue Cross and Blue Shield of Massachusetts January 1989 - May 1993
Skills
Finance, Equity Research, Health Care Regulation, Financial Analysis, Molecular Diagnostics, HIPAA, Hardware Diagnostics, Venture Capital, Valuation, Mergers & Acquisitions, Strategy, Due Diligence, Financial Modeling, Lifesciences, Corporate Development, Biotechnology, Life Sciences
Education
Northeastern University 1987 — 1988
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1977 — 1981
Bachelor of Arts (B.A.), Economics
Ed Baxter Ed Baxter's Leerink Swann Experience November 2009 - May 2011
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2015 - Present
Bank of America Merrill Lynch June 2011 - July 2015
Leerink Swann November 2009 - May 2011
Merrill Lynch June 1999 - December 2009
Schroder's August 1998 - June 1999
FDIC June 1991 - March 1996
Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Strategic Management
San Diego State University-California State University 1989 — 1991
BS Business Administration, Finance, Accounting
Helix High School 1984 — 1987
Evercore July 2015 - Present
Bank of America Merrill Lynch June 2011 - July 2015
Leerink Swann November 2009 - May 2011
Merrill Lynch June 1999 - December 2009
Schroder's August 1998 - June 1999
FDIC June 1991 - March 1996
Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Strategic Management
San Diego State University-California State University 1989 — 1991
BS Business Administration, Finance, Accounting
Helix High School 1984 — 1987
Jon Alsenas Jon Alsenas's Leerink Swann Experience 2008 - 2009
Job President & CEO at Zoion Pharma Inc.
Industry Biotechnology
Experience
Zoion Pharma Inc. July 2010 - Present
Leerink Swann 2008 - 2009
Iron Wolf Advisors 2005 - 2007
Prana Biotechnology, Ltd. 2004 - 2005
ING Investment Management 2000 - 2003
ING Furman Selz 1996 - 2000
Skills
Biotechnology, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital, Start-ups, Financial Modeling, Due Diligence, Management, Corporate Development, Life Sciences, Licensing, Healthcare, Lifesciences, Drug Development, Drug Discovery, Equity Research, Clinical Development, Strategy, Biopharmaceuticals, Science
Education
The Ohio State University 1986 — 1991
DVM, Veterinary Medicine
Northwestern University 1979 — 1983
BA, English Major in Writing
St. Ignatius H.S. 1975 — 1979
Zoion Pharma Inc. July 2010 - Present
Leerink Swann 2008 - 2009
Iron Wolf Advisors 2005 - 2007
Prana Biotechnology, Ltd. 2004 - 2005
ING Investment Management 2000 - 2003
ING Furman Selz 1996 - 2000
Skills
Biotechnology, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital, Start-ups, Financial Modeling, Due Diligence, Management, Corporate Development, Life Sciences, Licensing, Healthcare, Lifesciences, Drug Development, Drug Discovery, Equity Research, Clinical Development, Strategy, Biopharmaceuticals, Science
Education
The Ohio State University 1986 — 1991
DVM, Veterinary Medicine
Northwestern University 1979 — 1983
BA, English Major in Writing
St. Ignatius H.S. 1975 — 1979
Laila Perez, LCSW Laila Perez, LCSW's Leerink Swann Experience December 2010 - August 2011
Job InHome Therapy Clinician MetroWest Community Based Services at Justice Resource Institute
Industry Mental Health Care
Experience
Justice Resource Institute October 2014 - Present
Justice Resource Institute April 2014 - October 2014
Justice Resource Institute August 2013 - April 2014
Beth Israel Deaconess Medical Center September 2012 - May 2013
Friends of the Children-Boston September 2011 - May 2012
Leerink Swann December 2010 - August 2011
Decision Resources June 2008 - November 2010
Skills
Research, Data Analysis, Healthcare, Qualitative Research, Social Services, Hospital social work, Mental Health Counseling, Individual counseling, Psychosocial assessment, Therapists, Psychotherapy, Psychology, Program Development, Group Therapy, Case Management
Education
Simmons College 2011 — 2013
Masters in Social Work, Social Work
University of Pennsylvania 2004 — 2008
BA, Biology, Consumer Psychology
Justice Resource Institute October 2014 - Present
Justice Resource Institute April 2014 - October 2014
Justice Resource Institute August 2013 - April 2014
Beth Israel Deaconess Medical Center September 2012 - May 2013
Friends of the Children-Boston September 2011 - May 2012
Leerink Swann December 2010 - August 2011
Decision Resources June 2008 - November 2010
Skills
Research, Data Analysis, Healthcare, Qualitative Research, Social Services, Hospital social work, Mental Health Counseling, Individual counseling, Psychosocial assessment, Therapists, Psychotherapy, Psychology, Program Development, Group Therapy, Case Management
Education
Simmons College 2011 — 2013
Masters in Social Work, Social Work
University of Pennsylvania 2004 — 2008
BA, Biology, Consumer Psychology
Tim Crowley Tim Crowley's Leerink Swann Experience 2010 - September 2011
Job Physician Leader at Cambridge Management Goup
Industry Hospital & Health Care
Experience
Cambridge Management Group September 2012 - Present
Kyruus April 2011 - February 2013
Leerink Swann 2010 - September 2011
Caritas Christi Health Care April 2008 - June 2009
The Cardiovascular Institute at Beth Israel Deaconnes Medical Center in Boston, Mass. January 2007 - April 2008
Mount Auburn Hospital July 1994 - July 2006
Crowley Medical Holdings/ECS Management and Consulting July 1988 - July 1994
Timothy Crowley, M.D., P.C. July 1982 - July 1987
Matthew Thornton Health Plan July 1978 - July 1982
Skills
Joint Ventures, Healthcare, Revenue Cycle, Mergers, Phyysician Recruiting, Leadership, Hospitals, Physician Relations, Mergers & Acquisitions, Medical Devices, Health Information..., Healthcare Information..., Management, Informatics, Practice Management, Cardiology, Healthcare Consulting, Recruiting, Nursing, Pediatrics, Physicians, Healthcare Industry, Patient Safety, Meditech, HIPAA, EHR, Medicine, Surgery, Healthcare Management, Performance Improvement, Internal Medicine, Managed Care, Health Policy
Education
University of Pennsylvania 1975 — 1978
Internal Medicine
Tufts University School of Medicine 1971 — 1975
M.D., Medicine
Yale University 1967 — 1971
B.A., Pre- Med
Cambridge Management Group September 2012 - Present
Kyruus April 2011 - February 2013
Leerink Swann 2010 - September 2011
Caritas Christi Health Care April 2008 - June 2009
The Cardiovascular Institute at Beth Israel Deaconnes Medical Center in Boston, Mass. January 2007 - April 2008
Mount Auburn Hospital July 1994 - July 2006
Crowley Medical Holdings/ECS Management and Consulting July 1988 - July 1994
Timothy Crowley, M.D., P.C. July 1982 - July 1987
Matthew Thornton Health Plan July 1978 - July 1982
Skills
Joint Ventures, Healthcare, Revenue Cycle, Mergers, Phyysician Recruiting, Leadership, Hospitals, Physician Relations, Mergers & Acquisitions, Medical Devices, Health Information..., Healthcare Information..., Management, Informatics, Practice Management, Cardiology, Healthcare Consulting, Recruiting, Nursing, Pediatrics, Physicians, Healthcare Industry, Patient Safety, Meditech, HIPAA, EHR, Medicine, Surgery, Healthcare Management, Performance Improvement, Internal Medicine, Managed Care, Health Policy
Education
University of Pennsylvania 1975 — 1978
Internal Medicine
Tufts University School of Medicine 1971 — 1975
M.D., Medicine
Yale University 1967 — 1971
B.A., Pre- Med
Adam Whelan's Leerink Swann Experience June 2004 - January 2006
Job Senior Systems Analyst at Blueprint Medicines
Industry Information Technology and Services
Experience
Blueprint Medicines February 2012 - Present
JAZD Markets January 2011 - February 2012
VeriFone August 2010 - January 2011
Way Systems February 2009 - September 2010
nTAG Interactive May 2008 - January 2009
Brockton Neighborhood Health Center January 2006 - February 2008
Leerink Swann June 2004 - January 2006
Skills
VMware ESX, Servers, NetApp, Data Center, VMware, Apache, Network Administration, Microsoft SQL Server, Networking, MySQL, Cluster, vSphere, Hardware, Ubuntu
Education
Suffolk University 2001 — 2005
BSBA, Computer Information Systems
Blueprint Medicines February 2012 - Present
JAZD Markets January 2011 - February 2012
VeriFone August 2010 - January 2011
Way Systems February 2009 - September 2010
nTAG Interactive May 2008 - January 2009
Brockton Neighborhood Health Center January 2006 - February 2008
Leerink Swann June 2004 - January 2006
Skills
VMware ESX, Servers, NetApp, Data Center, VMware, Apache, Network Administration, Microsoft SQL Server, Networking, MySQL, Cluster, vSphere, Hardware, Ubuntu
Education
Suffolk University 2001 — 2005
BSBA, Computer Information Systems
Clayton Brannon Clayton Brannon's Leerink Swann Experience October 2013 - Present
Job Vice President of IT Operations at Leerink Swann
Industry Information Technology and Services
Experience
Leerink Swann October 2013 - Present
ITG, Inc. February 2007 - May 2013
Moors & Cabot October 2005 - January 2007
Eze Castle Integration April 2001 - October 2005
Mirror Image Internet, LLC August 2000 - April 2001
Robertson Stephens February 2000 - August 2000
Fidelity Investments (FMRco) February 1998 - February 2000
US Army June 1991 - June 1994
Skills
VMware, Windows, Data Center, Operating Systems, VMware Infrastructure, ITIL v3 Foundations..., Disaster Recovery, Servers, Firewalls, Citrix, Virtualization, Windows Server, Unix, Microsoft Exchange, Troubleshooting, DNS, Active Directory, Cisco Technologies, ITIL
Education
Northern Essex Community College 1995 — 1997
A.S., Computer Science/PC specialist
Rolla Senior High 1986 — 1991
Diploma, General
New Horizons
New Horizons
Leerink Swann October 2013 - Present
ITG, Inc. February 2007 - May 2013
Moors & Cabot October 2005 - January 2007
Eze Castle Integration April 2001 - October 2005
Mirror Image Internet, LLC August 2000 - April 2001
Robertson Stephens February 2000 - August 2000
Fidelity Investments (FMRco) February 1998 - February 2000
US Army June 1991 - June 1994
Skills
VMware, Windows, Data Center, Operating Systems, VMware Infrastructure, ITIL v3 Foundations..., Disaster Recovery, Servers, Firewalls, Citrix, Virtualization, Windows Server, Unix, Microsoft Exchange, Troubleshooting, DNS, Active Directory, Cisco Technologies, ITIL
Education
Northern Essex Community College 1995 — 1997
A.S., Computer Science/PC specialist
Rolla Senior High 1986 — 1991
Diploma, General
New Horizons
New Horizons
Miroslava Minkova's Leerink Swann Experience January 2010 - July 2012
Job Vice President, Life Science Tools & Diagnostics at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. July 2012 - August 2014
Leerink Swann January 2010 - July 2012
Leerink Swann June 2008 - December 2009
Bear Stearns & Co., Inc. July 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Investment Banking, Investment Research, Bloomberg
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
Truman State University 1999 — 2002
B.S. and B.A., Business Administration
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. July 2012 - August 2014
Leerink Swann January 2010 - July 2012
Leerink Swann June 2008 - December 2009
Bear Stearns & Co., Inc. July 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Investment Banking, Investment Research, Bloomberg
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
Truman State University 1999 — 2002
B.S. and B.A., Business Administration
Elizabeth Albino's Leerink Swann Experience January 2002 - April 2005
Job Research Associate at Codexis, Inc.
Industry Wine and Spirits
Experience
Codexis, Inc. May 2014 - Present
Pyramid Breweries August 2013 - October 2013
Monterey Wine Company August 2011 - July 2013
University of California, Davis September 2007 - March 2011
Testarossa Winery July 2010 - November 2010
Delegat's Wine Estate March 2010 - June 2010
A Donkey and Goat March 2007 - September 2007
Rutherford Hill Winery August 2006 - February 2007
VINO Miami November 2005 - July 2006
Leerink Swann January 2002 - April 2005
Skills
Winemaking, Management, Wine, Microbiology, Adaptability, HPLC, Budgets, Data Analysis, Research, Science, GC-MS, Analysis, UV/Vis, Sensory Evaluation, Experimental Design, Fermentation, Cell Culture, Molecular Biology, Biochemistry, Analytical Chemistry, Chemistry, GMP, Food Science, Spectroscopy, Microscopy, Brewing, Biotechnology, Chromatography, Assay Development, Wine Tasting, Fluorescence, GLP, R&D
Education
University of California, Davis 2007 — 2011
MS, Viticulture and Enology
Tufts University 1997 — 2001
BS, Biology
Codexis, Inc. May 2014 - Present
Pyramid Breweries August 2013 - October 2013
Monterey Wine Company August 2011 - July 2013
University of California, Davis September 2007 - March 2011
Testarossa Winery July 2010 - November 2010
Delegat's Wine Estate March 2010 - June 2010
A Donkey and Goat March 2007 - September 2007
Rutherford Hill Winery August 2006 - February 2007
VINO Miami November 2005 - July 2006
Leerink Swann January 2002 - April 2005
Skills
Winemaking, Management, Wine, Microbiology, Adaptability, HPLC, Budgets, Data Analysis, Research, Science, GC-MS, Analysis, UV/Vis, Sensory Evaluation, Experimental Design, Fermentation, Cell Culture, Molecular Biology, Biochemistry, Analytical Chemistry, Chemistry, GMP, Food Science, Spectroscopy, Microscopy, Brewing, Biotechnology, Chromatography, Assay Development, Wine Tasting, Fluorescence, GLP, R&D
Education
University of California, Davis 2007 — 2011
MS, Viticulture and Enology
Tufts University 1997 — 2001
BS, Biology
Sarah K. Duffy's Leerink Swann Experience March 2011 - June 2013
Job Director of Sales at Betts Recruiting
Industry Staffing and Recruiting
Experience
Betts Recruiting July 2015 - Present
Betts Recruiting June 2014 - Present
Ares Management June 2013 - June 2014
Leerink Swann March 2011 - June 2013
Skills
Business Development, Marketing Strategy, Recruiting, Networking, Marketing, Strategic Planning, Start-ups, Event Planning, Healthcare, Salesforce.com, Social Media, Account Management, Sales, Lead Generation, Startup Development, Talent Acquisition, Niche Talent Acquisition, Strategic Sourcing, Interviewing Skills
Education
Salve Regina University 2006 — 2010
Psychology, Marketing
Betts Recruiting July 2015 - Present
Betts Recruiting June 2014 - Present
Ares Management June 2013 - June 2014
Leerink Swann March 2011 - June 2013
Skills
Business Development, Marketing Strategy, Recruiting, Networking, Marketing, Strategic Planning, Start-ups, Event Planning, Healthcare, Salesforce.com, Social Media, Account Management, Sales, Lead Generation, Startup Development, Talent Acquisition, Niche Talent Acquisition, Strategic Sourcing, Interviewing Skills
Education
Salve Regina University 2006 — 2010
Psychology, Marketing
Andrew Oh Andrew Oh's Leerink Swann Experience April 2004 - April 2006
Job Chief Investment Officer and Chief Operating Officer at Leerink Pharmaceutical Investments LLC
Industry Financial Services
Experience
Leerink Pharmaceutical Investments LLC January 2014 - Present
Viabay Capital April 2013 - December 2013
Fidelity Investments May 2006 - March 2013
Leerink Swann April 2004 - April 2006
J.P. Morgan April 2001 - March 2004
Stifel Financial Corp. January 1996 - September 1998
Woundfast Pharmaceuticals May 1993 - May 1995
Skills
Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Capital Markets, Asset Allocation, Financial Analysis, Pharmaceutical Industry, Biotechnology Industry, OTC, Business Strategy, Mergers & Acquisitions, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Management and Strategy, Finance, and Marketing
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (B.A.), Biology
Illinois Math and Science Academy 1986 — 1989
Leerink Pharmaceutical Investments LLC January 2014 - Present
Viabay Capital April 2013 - December 2013
Fidelity Investments May 2006 - March 2013
Leerink Swann April 2004 - April 2006
J.P. Morgan April 2001 - March 2004
Stifel Financial Corp. January 1996 - September 1998
Woundfast Pharmaceuticals May 1993 - May 1995
Skills
Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Capital Markets, Asset Allocation, Financial Analysis, Pharmaceutical Industry, Biotechnology Industry, OTC, Business Strategy, Mergers & Acquisitions, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Management and Strategy, Finance, and Marketing
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (B.A.), Biology
Illinois Math and Science Academy 1986 — 1989
Anmol Mehta Anmol Mehta's Leerink Swann Experience July 2009 - July 2011
Job Product Specialist at HubSpot
Industry Insurance
Experience
HubSpot March 2015 - Present
Travelers June 2014 - March 2015
Travelers June 2013 - July 2013
Semester At Sea / ISE January 2013 - April 2013
Beckerman & Company 2012 - 2012
Leerink Swann July 2009 - July 2011
Leerink Partners LLC January 2009 - January 2011
Skills
Microsoft Excel, Marketing, Facebook, Research, Fundraising, Social Networking, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Budgets, Investments, Outlook, Access, Social Media Marketing, Market Research, Sales, Teamwork, Data Analysis, Critical Thinking, Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
BS, Finance
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science, Finance
HubSpot March 2015 - Present
Travelers June 2014 - March 2015
Travelers June 2013 - July 2013
Semester At Sea / ISE January 2013 - April 2013
Beckerman & Company 2012 - 2012
Leerink Swann July 2009 - July 2011
Leerink Partners LLC January 2009 - January 2011
Skills
Microsoft Excel, Marketing, Facebook, Research, Fundraising, Social Networking, Microsoft Office, Event Planning, PowerPoint, Microsoft Word, Public Speaking, Budgets, Investments, Outlook, Access, Social Media Marketing, Market Research, Sales, Teamwork, Data Analysis, Critical Thinking, Analysis
Education
Quinnipiac University - School of Business 2010 — 2014
BS, Finance
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science, Finance
Michael Jenkins Michael Jenkins's Leerink Swann Experience October 2008 - February 2011
Job Partner at A.T. Kearney
Industry Financial Services
Experience
A.T. Kearney December 2011 - Present
eleven11 advisors December 2010 - Present
Leerink Swann October 2008 - February 2011
Marakon Associates 1993 - 2008
Andersen Consulting 1989 - 1991
Price Waterhouse, Management Consulting Group 1988 - 1989
Skills
Strategy, Management Consulting, Corporate Development, Valuation, Mergers, Strategic Planning, Due Diligence, Team Leadership, Private Equity, Cross-functional Team..., Corporate Finance, Financial Services, Financial Modeling, Business Strategy, Management, Consulting, Leadership
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Management
The University of Texas at Austin 1984 — 1988
BBA, Finance, International Business
Bay High School
A.T. Kearney December 2011 - Present
eleven11 advisors December 2010 - Present
Leerink Swann October 2008 - February 2011
Marakon Associates 1993 - 2008
Andersen Consulting 1989 - 1991
Price Waterhouse, Management Consulting Group 1988 - 1989
Skills
Strategy, Management Consulting, Corporate Development, Valuation, Mergers, Strategic Planning, Due Diligence, Team Leadership, Private Equity, Cross-functional Team..., Corporate Finance, Financial Services, Financial Modeling, Business Strategy, Management, Consulting, Leadership
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Management
The University of Texas at Austin 1984 — 1988
BBA, Finance, International Business
Bay High School
William Tanner, PhD's Leerink Swann Experience July 2002 - April 2009
Job Managing Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities May 2015 - Present
other October 2013 - February 2015
Lazard Capital Markets May 2009 - October 2013
Leerink Swann July 2002 - April 2009
SG Cowen July 1999 - May 2002
Vector Securities International January 1998 - June 1999
Washington University School of Medicine 1992 - 1996
Monsanto 1988 - 1991
Education
Washington University in St. Louis - Olin Business School
MBA
Texas A&M University
BS PhD
Guggenheim Securities May 2015 - Present
other October 2013 - February 2015
Lazard Capital Markets May 2009 - October 2013
Leerink Swann July 2002 - April 2009
SG Cowen July 1999 - May 2002
Vector Securities International January 1998 - June 1999
Washington University School of Medicine 1992 - 1996
Monsanto 1988 - 1991
Education
Washington University in St. Louis - Olin Business School
MBA
Texas A&M University
BS PhD
Laura Forman Laura Forman's Leerink Swann Experience June 2008 - June 2010
Job MA Communications at Stanford University
Industry Public Relations and Communications
Experience
Blueprint Life Science Group April 2011 - April 2014
Piper Jaffray July 2010 - April 2011
Leerink Swann June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Equity Research, Hedge Funds, Equities, Investment Banking, Equity Valuation, Capital Markets, Bloomberg, Investor Relations, Valuation, Private Equity, Financial Modeling, Securities, Emerging Markets, Venture Capital, Investments, Asset Managment, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis
Education
Stanford University 2014 — 2015
Master’s Degree, Data Journalism
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Blueprint Life Science Group April 2011 - April 2014
Piper Jaffray July 2010 - April 2011
Leerink Swann June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Equity Research, Hedge Funds, Equities, Investment Banking, Equity Valuation, Capital Markets, Bloomberg, Investor Relations, Valuation, Private Equity, Financial Modeling, Securities, Emerging Markets, Venture Capital, Investments, Asset Managment, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis
Education
Stanford University 2014 — 2015
Master’s Degree, Data Journalism
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Diana Han, MD Diana Han, MD's Leerink Swann Experience 2001 - 2003
Job Chief Medical Officer, Global Medical Director
Industry Health, Wellness and Fitness
Experience
GE, Home & Business Solutions 2012 - Present
Baptist Healthcare System 2008 - 2012
SHPS 2006 - 2007
Humana 2004 - 2006
Leerink Swann 2001 - 2003
Westford Internal Medicine, Lifecare Center of Nashoba Valley 1997 - 2003
i-Hospital, The Advisory Board Company 1999 - 2000
Skills
Healthcare Management, Clinical Research, Management, Strategy, Healthcare
Education
Harvard Medical School - Massachusetts General Hospital 1994 — 1997
Medical Residency, Internal Medicine Residency Program
Northwestern University - The Feinberg School of Medicine 1990 — 1994
Doctor of Medicine (MD) - Honors Program in Medical Education
Northwestern University 1987 — 1990
Bachelor's degree, Biology, International Studies
GE, Home & Business Solutions 2012 - Present
Baptist Healthcare System 2008 - 2012
SHPS 2006 - 2007
Humana 2004 - 2006
Leerink Swann 2001 - 2003
Westford Internal Medicine, Lifecare Center of Nashoba Valley 1997 - 2003
i-Hospital, The Advisory Board Company 1999 - 2000
Skills
Healthcare Management, Clinical Research, Management, Strategy, Healthcare
Education
Harvard Medical School - Massachusetts General Hospital 1994 — 1997
Medical Residency, Internal Medicine Residency Program
Northwestern University - The Feinberg School of Medicine 1990 — 1994
Doctor of Medicine (MD) - Honors Program in Medical Education
Northwestern University 1987 — 1990
Bachelor's degree, Biology, International Studies
Allen Su Allen Su's Leerink Swann Experience 2009 - 2011
Job Director, Payer & Provider Marketing Biosimilars at Baxalta
Industry Management Consulting
Experience
Baxalta August 2015 - Present
Campbell Alliance June 2014 - August 2015
Promidian March 2011 - May 2014
Leerink Swann 2009 - 2011
Charles River Associates 2008 - 2009
Skills
Strategy, Managed Markets, Management Consulting, Managed Care, Pharmaceutical Industry, Biotechnology Industry, Strategic Planning, Market Analysis, Healthcare, Lifesciences, Consulting
Education
University of Pennsylvania
BA, Economics, magna cum laude
Baxalta August 2015 - Present
Campbell Alliance June 2014 - August 2015
Promidian March 2011 - May 2014
Leerink Swann 2009 - 2011
Charles River Associates 2008 - 2009
Skills
Strategy, Managed Markets, Management Consulting, Managed Care, Pharmaceutical Industry, Biotechnology Industry, Strategic Planning, Market Analysis, Healthcare, Lifesciences, Consulting
Education
University of Pennsylvania
BA, Economics, magna cum laude
Nikhil Gupta's Leerink Swann Experience June 2008 - August 2008
Job Product, Customer Success, Analytics, and Sales Leader
Industry Internet
Experience
BloomReach November 2011 - Present
L.E.K. Consulting December 2009 - October 2011
CIO Controls June 2009 - September 2009
Leerink Swann June 2008 - August 2008
UBS Financial Services May 2007 - June 2007
United States Congress June 2006 - August 2006
Uniplus Consultants, Inc June 2005 - August 2005
Skills
Strategy, Analytics, Start-ups, Analysis, Data Analysis, SEM, Business Strategy, Marketing, Product Management, SEO, Market Entry, Consulting, User Experience, Pricing Strategy, Business Model..., Entrepreneurship, E-commerce, Management Consulting, Competitive Analysis, Financial Modeling, Mobile Design, Mobile Advertising, Due Diligence, Market Research, Valuation, Business Development, Strategic Planning, Advertising
Education
University of Pennsylvania 2005 — 2009
BSE & BA, Bioengineering & Economics
London School of Economics and Political Science 2007 — 2007
International Economics, Game Theory
Thomas Jefferson High School for Science and Technology 2002 — 2005
BloomReach November 2011 - Present
L.E.K. Consulting December 2009 - October 2011
CIO Controls June 2009 - September 2009
Leerink Swann June 2008 - August 2008
UBS Financial Services May 2007 - June 2007
United States Congress June 2006 - August 2006
Uniplus Consultants, Inc June 2005 - August 2005
Skills
Strategy, Analytics, Start-ups, Analysis, Data Analysis, SEM, Business Strategy, Marketing, Product Management, SEO, Market Entry, Consulting, User Experience, Pricing Strategy, Business Model..., Entrepreneurship, E-commerce, Management Consulting, Competitive Analysis, Financial Modeling, Mobile Design, Mobile Advertising, Due Diligence, Market Research, Valuation, Business Development, Strategic Planning, Advertising
Education
University of Pennsylvania 2005 — 2009
BSE & BA, Bioengineering & Economics
London School of Economics and Political Science 2007 — 2007
International Economics, Game Theory
Thomas Jefferson High School for Science and Technology 2002 — 2005
Alex Cummins Alex Cummins's Leerink Swann Experience 2007 - 2010
Job Vice President, US Equity Research Sales @ Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2014 - Present
Sidoti & Company, LLC June 2013 - August 2014
Sidoti & Company, LLC January 2011 - August 2014
Leerink Swann 2007 - 2010
Skills
Equity Research, Series 7, Equities, Bloomberg, Hedge Funds, Series 63, Capital Markets, Valuation, Securities, Trading, Investments, Investment Banking, Options
Education
University of Michigan 2001 — 2005
BA
Macquarie Group August 2014 - Present
Sidoti & Company, LLC June 2013 - August 2014
Sidoti & Company, LLC January 2011 - August 2014
Leerink Swann 2007 - 2010
Skills
Equity Research, Series 7, Equities, Bloomberg, Hedge Funds, Series 63, Capital Markets, Valuation, Securities, Trading, Investments, Investment Banking, Options
Education
University of Michigan 2001 — 2005
BA
Kathleen McGrath, CFA's Leerink Swann Experience July 2012 - February 2013
Job Senior Research Analyst, Asset Consulting Group
Industry Financial Services
Experience
Asset Consulting Group August 2015 - Present
WallachBeth Capital March 2013 - July 2015
Leerink Swann July 2012 - February 2013
Leerink Swann May 2012 - July 2012
Juvenile Diabetes Cure Alliance February 2012 - June 2012
Susquehanna International Group July 2010 - January 2012
Stifel Nicolaus July 2005 - June 2010
Century Securities Associates November 2004 - July 2005
Skills
Equity Research, Equity Valuation, DCF, Sell Side, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Microsoft Excel, FactSet, VBA, Medical Devices, Equity Research Analysis, PowerPoint, Thomson One Analytics, Corporate Governance, Corporate Finance, Econometric Modeling, Multivariate Statistics, Economic Statistics, Business Strategy, Business Analysis, Business Statistics, Writing, Report Writing, Series 7, Series 63, Series 65, Series 86, Series 87, FINRA
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Science, Finance, Economics, Mathematics
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Finance and Business Economics
JHS 1996 — 2000
Asset Consulting Group August 2015 - Present
WallachBeth Capital March 2013 - July 2015
Leerink Swann July 2012 - February 2013
Leerink Swann May 2012 - July 2012
Juvenile Diabetes Cure Alliance February 2012 - June 2012
Susquehanna International Group July 2010 - January 2012
Stifel Nicolaus July 2005 - June 2010
Century Securities Associates November 2004 - July 2005
Skills
Equity Research, Equity Valuation, DCF, Sell Side, Bloomberg, Equities, Valuation, Financial Modeling, Hedge Funds, Microsoft Excel, FactSet, VBA, Medical Devices, Equity Research Analysis, PowerPoint, Thomson One Analytics, Corporate Governance, Corporate Finance, Econometric Modeling, Multivariate Statistics, Economic Statistics, Business Strategy, Business Analysis, Business Statistics, Writing, Report Writing, Series 7, Series 63, Series 65, Series 86, Series 87, FINRA
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Science, Finance, Economics, Mathematics
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Finance and Business Economics
JHS 1996 — 2000
Ankita Deshpande's Leerink Swann Experience August 2005 - March 2008
Job Budding Changemaker, Experienced Strategist, and Masterful Storyteller in the BioPharm Industry
Industry Biotechnology
Experience
Genocea Biosciences August 2015 - Present
Vertex Pharmaceuticals April 2012 - July 2015
ClearView Healthcare Partners 2009 - April 2012
Clinton Foundation March 2008 - January 2009
Leerink Swann August 2005 - March 2008
Skills
Revenue Modeling, Strategic Planning, Mergers, Strategy, Pharmaceutical Industry, Biotechnology, Product Development, Management, Clinical Development, Due Diligence, Management Consulting, Cross-functional Team..., Lifesciences
Education
University of Pennsylvania 2001 — 2005
BAS
University of Pennsylvania - The Wharton School 2001 — 2005
B.Sc Econ
Genocea Biosciences August 2015 - Present
Vertex Pharmaceuticals April 2012 - July 2015
ClearView Healthcare Partners 2009 - April 2012
Clinton Foundation March 2008 - January 2009
Leerink Swann August 2005 - March 2008
Skills
Revenue Modeling, Strategic Planning, Mergers, Strategy, Pharmaceutical Industry, Biotechnology, Product Development, Management, Clinical Development, Due Diligence, Management Consulting, Cross-functional Team..., Lifesciences
Education
University of Pennsylvania 2001 — 2005
BAS
University of Pennsylvania - The Wharton School 2001 — 2005
B.Sc Econ
David Greenwald, Ph.D.'s Leerink Swann Experience January 2008 - March 2008
Job Director, Business Development and Corporate Partnerships at Johns Hopkins Technology Ventures (JHTV)
Industry Biotechnology
Experience
Johns Hopkins Technology Ventures (JHTV) July 2015 - Present
Johns Hopkins University Carey Business School August 2013 - Present
Decision Resources January 2014 - July 2015
Tufts University Gordon Institute of Engineering Management and Entrepreneurship June 2012 - January 2014
Relay Technology Management, Inc. June 2007 - January 2014
Sackler School of Graduate Biomedical Sciences June 2006 - December 2010
Leerink Swann January 2008 - March 2008
Wright Marketing June 2006 - August 2006
Naval Medical Research Center August 2004 - May 2006
Howard Hughes Medical Institute September 2002 - May 2004
Skills
Biotechnology, Venture Financing, Business Development, Entrepreneurship, Business Strategy, Commercialization, Start-ups, Alliance Management, Intellectual Property, Technology Transfer, Genetics, Genomics, Marketing, Fundraising, Personalized Medicine, SaaS, Marketing Strategy, Gene Therapy, Intellectual Property..., Business Operations, miRNA, Software Sales..., Enterprise Software, Academic/Industry..., Sponsored Research, EHR, Data Science
Education
Tufts Sackler Graduate School of Biomedical Sciences 2006 — 2010
Ph.D, Genetics
University of Maryland College Park 2000 — 2004
B.S., Cellular Molecular Biology & Genetics
Johns Hopkins Technology Ventures (JHTV) July 2015 - Present
Johns Hopkins University Carey Business School August 2013 - Present
Decision Resources January 2014 - July 2015
Tufts University Gordon Institute of Engineering Management and Entrepreneurship June 2012 - January 2014
Relay Technology Management, Inc. June 2007 - January 2014
Sackler School of Graduate Biomedical Sciences June 2006 - December 2010
Leerink Swann January 2008 - March 2008
Wright Marketing June 2006 - August 2006
Naval Medical Research Center August 2004 - May 2006
Howard Hughes Medical Institute September 2002 - May 2004
Skills
Biotechnology, Venture Financing, Business Development, Entrepreneurship, Business Strategy, Commercialization, Start-ups, Alliance Management, Intellectual Property, Technology Transfer, Genetics, Genomics, Marketing, Fundraising, Personalized Medicine, SaaS, Marketing Strategy, Gene Therapy, Intellectual Property..., Business Operations, miRNA, Software Sales..., Enterprise Software, Academic/Industry..., Sponsored Research, EHR, Data Science
Education
Tufts Sackler Graduate School of Biomedical Sciences 2006 — 2010
Ph.D, Genetics
University of Maryland College Park 2000 — 2004
B.S., Cellular Molecular Biology & Genetics
Richard Brady, ASA's Leerink Swann Experience 2004 - 2006
Job Business Valuation Manager Appraisal Economics
Industry Financial Services
Experience
Appraisal Economics 2006 - Present
Leerink Swann 2004 - 2006
Deloitte 1996 - 2004
Skills
Business Valuation, Equity Research, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Bloomberg, Financial Reporting, Microsoft Excel, Access, Private Equity, Capital Markets, Credit Analysis, Analysis, Market Analysis, Finance, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Restructuring, Strategic Planning, Economics, M&A experience, Structured Finance, Auditing, Portfolio Management, Financial Accounting, Financial Statement..., Tax, Investments, Data Analysis, Venture Capital, Equity Valuation, Asset Management, Appraisals, Risk Management, Business Analysis, DCF, Fixed Income, Business Strategy, Structured Products, Investor Relations, Investment Banking, Budgets, Equities, Project Finance, Competitive Analysis
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1997
MBA, Finance
Rutgers University-New Brunswick 1990 — 1994
BS, Electrical Engineering
Appraisal Economics 2006 - Present
Leerink Swann 2004 - 2006
Deloitte 1996 - 2004
Skills
Business Valuation, Equity Research, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Bloomberg, Financial Reporting, Microsoft Excel, Access, Private Equity, Capital Markets, Credit Analysis, Analysis, Market Analysis, Finance, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Restructuring, Strategic Planning, Economics, M&A experience, Structured Finance, Auditing, Portfolio Management, Financial Accounting, Financial Statement..., Tax, Investments, Data Analysis, Venture Capital, Equity Valuation, Asset Management, Appraisals, Risk Management, Business Analysis, DCF, Fixed Income, Business Strategy, Structured Products, Investor Relations, Investment Banking, Budgets, Equities, Project Finance, Competitive Analysis
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1997
MBA, Finance
Rutgers University-New Brunswick 1990 — 1994
BS, Electrical Engineering
Adam Lent's Leerink Swann Experience June 2006 - 2013
Job Trader Visium
Industry Financial Services
Experience
Visium Asset Management 2013 - Present
Leerink Swann June 2006 - 2013
UBS September 2002 - June 2003
Education
University of Hartford 2001 — 2005
Visium Asset Management 2013 - Present
Leerink Swann June 2006 - 2013
UBS September 2002 - June 2003
Education
University of Hartford 2001 — 2005
Bharath Kumandan's Leerink Swann Experience April 2011 - May 2014
Job Senior Manager, Strategic Planning and Investor Relations at Alios BioPharma
Industry Investment Banking
Experience
Alios BioPharma May 2014 - Present
Leerink Swann April 2011 - May 2014
Accenture July 2008 - April 2011
Wetpaint October 2007 - June 2008
Accenture June 2007 - August 2007
Fred Hutchinson Cancer Research Center June 2006 - February 2007
Portland State University June 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Strategy, Analysis, Mergers & Acquisitions
Education
University of Washington 2003 — 2008
BS, Biology
Sichuan University 2005 — 2006
N/A, Chinese, Chinese Culture
Alios BioPharma May 2014 - Present
Leerink Swann April 2011 - May 2014
Accenture July 2008 - April 2011
Wetpaint October 2007 - June 2008
Accenture June 2007 - August 2007
Fred Hutchinson Cancer Research Center June 2006 - February 2007
Portland State University June 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Strategy, Analysis, Mergers & Acquisitions
Education
University of Washington 2003 — 2008
BS, Biology
Sichuan University 2005 — 2006
N/A, Chinese, Chinese Culture
Bill Dempsey's Leerink Swann Experience 1999 - 2001
Job President at Recycling Perks
Industry Marketing and Advertising
Experience
Recycling Perks August 2010 - Present
ScoopCoups,com April 2010 - January 2011
Radio Disney January 2008 - April 2010
Charlotte Bobcats January 2004 - January 2008
Infinity Sports August 2003 - December 2003
Sporting News Radio June 2001 - August 2003
Leerink Swann 1999 - 2001
Prudential Securities 1994 - 1999
Skills
Sponsorship, Integrated Marketing, Advertising, Social Media, Social Media Marketing, Marketing, Copywriting, Sales, Marketing Strategy, Sales Management, New Business Development, Small Business, Strategic Partnerships, Digital Media, Public Relations
Education
Quinnipiac University 1987 — 1989
Norwell High school 1982 — 1986
college prep
MCI
Recycling Perks August 2010 - Present
ScoopCoups,com April 2010 - January 2011
Radio Disney January 2008 - April 2010
Charlotte Bobcats January 2004 - January 2008
Infinity Sports August 2003 - December 2003
Sporting News Radio June 2001 - August 2003
Leerink Swann 1999 - 2001
Prudential Securities 1994 - 1999
Skills
Sponsorship, Integrated Marketing, Advertising, Social Media, Social Media Marketing, Marketing, Copywriting, Sales, Marketing Strategy, Sales Management, New Business Development, Small Business, Strategic Partnerships, Digital Media, Public Relations
Education
Quinnipiac University 1987 — 1989
Norwell High school 1982 — 1986
college prep
MCI
Pravesh Khandelwal's Leerink Swann Experience January 2008 - December 2008
Job Equity Research Associate Specialty Pharma at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2014 - Present
Bloomberg November 2010 - August 2014
Bloomberg December 2008 - February 2011
Leerink Swann January 2008 - December 2008
Punk Ziegel Investment Bank August 2007 - December 2007
Horizon Asset Management January 2007 - December 2007
Skills
Bloomberg, Financial Modeling, Equities, Financial Markets, Valuation, Equity Research, Portfolio Management, Finance, Investments, Fixed Income, Analysis
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Investment Management
University of Pune 2001 — 2005
Bachelor's degree, Electrical and Electronics Engineering
Centre Point
Deutsche Bank September 2014 - Present
Bloomberg November 2010 - August 2014
Bloomberg December 2008 - February 2011
Leerink Swann January 2008 - December 2008
Punk Ziegel Investment Bank August 2007 - December 2007
Horizon Asset Management January 2007 - December 2007
Skills
Bloomberg, Financial Modeling, Equities, Financial Markets, Valuation, Equity Research, Portfolio Management, Finance, Investments, Fixed Income, Analysis
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Investment Management
University of Pune 2001 — 2005
Bachelor's degree, Electrical and Electronics Engineering
Centre Point
William Schwieterman's Leerink Swann Experience 2006 - 2009
Job Executive Life Sciences
Industry Pharmaceuticals
Experience
Oxigene, Inc. May 2015 - Present
Independent Consulting June 2002 - May 2015
Perceptive Advisors September 2014 - March 2015
Chelsea Therapeutics November 2009 - June 2014
Leerink Swann 2006 - 2009
FDA Supervisor/Reviewer October 1992 - October 2002
Skills
Biotechnology, Pharmaceutical Industry, Clinical Development, Oncology, Clinical Trials, FDA, Life Sciences, Drug Development, Regulatory Affairs, Biopharmaceuticals, Pharmaceutics, Regulatory Submissions, Clinical Research, GCP, CRO
Education
University of Cincinnati College of Medicine 1980 — 1984
Doctor of Medicine (M.D.), Medicine
University of Cincinnati 1976 — 1980
Bachelor's Degree, Biology, Summa cum laude
Oxigene, Inc. May 2015 - Present
Independent Consulting June 2002 - May 2015
Perceptive Advisors September 2014 - March 2015
Chelsea Therapeutics November 2009 - June 2014
Leerink Swann 2006 - 2009
FDA Supervisor/Reviewer October 1992 - October 2002
Skills
Biotechnology, Pharmaceutical Industry, Clinical Development, Oncology, Clinical Trials, FDA, Life Sciences, Drug Development, Regulatory Affairs, Biopharmaceuticals, Pharmaceutics, Regulatory Submissions, Clinical Research, GCP, CRO
Education
University of Cincinnati College of Medicine 1980 — 1984
Doctor of Medicine (M.D.), Medicine
University of Cincinnati 1976 — 1980
Bachelor's Degree, Biology, Summa cum laude
Jason Gurda's Leerink Swann Experience June 2008 - May 2013
Job Equity Research Analyst Healthcare Services at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2013 - Present
Leerink Swann June 2008 - May 2013
Bear Stearns & Co. Inc October 2002 - May 2008
Gruntal & Co August 1999 - October 2001
Prudential Securities June 1998 - August 1999
Skills
Competitive Analysis, Equity Valuation, Asset Management, Portfolio Management, Alternative Investments, Series 63, Trading, Financial Analysis, Mutual Funds, Forecasting, Investment Strategies, Risk Management, Capital Markets, Corporate Finance, Equities, Hedge Funds, Equity Research, Financial Modeling
Education
Oswego State University 1990 — 1994
Bachelor of Arts, Economics
State University of New York College at Oswego 1990 — 1994
Bachelor's degree, Economics
KeyBanc Capital Markets June 2013 - Present
Leerink Swann June 2008 - May 2013
Bear Stearns & Co. Inc October 2002 - May 2008
Gruntal & Co August 1999 - October 2001
Prudential Securities June 1998 - August 1999
Skills
Competitive Analysis, Equity Valuation, Asset Management, Portfolio Management, Alternative Investments, Series 63, Trading, Financial Analysis, Mutual Funds, Forecasting, Investment Strategies, Risk Management, Capital Markets, Corporate Finance, Equities, Hedge Funds, Equity Research, Financial Modeling
Education
Oswego State University 1990 — 1994
Bachelor of Arts, Economics
State University of New York College at Oswego 1990 — 1994
Bachelor's degree, Economics
Rhiannon Casey's Leerink Swann Experience November 2005 - June 2010
Job Windover Construction
Industry Investment Banking
Experience
Windover Construction May 2013 - Present
Health Dialog June 2010 - October 2012
Leerink Swann November 2005 - June 2010
Fair Winds Press August 2003 - December 2004
Skills
Healthcare, Microsoft Office, Event Planning, Strategic Planning, PowerPoint, Project Management, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
Bachelor of Arts (B.A.), English (Writing, Communications, and Rhetoric)
Windover Construction May 2013 - Present
Health Dialog June 2010 - October 2012
Leerink Swann November 2005 - June 2010
Fair Winds Press August 2003 - December 2004
Skills
Healthcare, Microsoft Office, Event Planning, Strategic Planning, PowerPoint, Project Management, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
Bachelor of Arts (B.A.), English (Writing, Communications, and Rhetoric)
Christopher Ianelli's Leerink Swann Experience April 2003 - March 2008
Job Founder & CEO at iSpecimen
Industry Information Technology and Services
Experience
iSpecimen July 2009 - Present
Leerink Swann April 2003 - March 2008
Boston Medical & Scientific Advisors January 2001 - December 2005
Brigham and Women's Hospital July 2000 - July 2003
Skills
Healthcare, Due Diligence, Investments, Consulting, Corporate Finance, Investment Banking, Lifesciences, Biotechnology, Business Strategy, Strategy, Start-ups, Genomics, Commercialization, Entrepreneurship, Oncology
Education
Tufts University School of Medicine 1996 — 2000
M.D., Medicine
Tufts University, Sackler School of Biomedical Sciences 1989 — 1996
Ph.D., Immunology
University of Lowell 1985 — 1989
B.S., Biological Sciences
iSpecimen July 2009 - Present
Leerink Swann April 2003 - March 2008
Boston Medical & Scientific Advisors January 2001 - December 2005
Brigham and Women's Hospital July 2000 - July 2003
Skills
Healthcare, Due Diligence, Investments, Consulting, Corporate Finance, Investment Banking, Lifesciences, Biotechnology, Business Strategy, Strategy, Start-ups, Genomics, Commercialization, Entrepreneurship, Oncology
Education
Tufts University School of Medicine 1996 — 2000
M.D., Medicine
Tufts University, Sackler School of Biomedical Sciences 1989 — 1996
Ph.D., Immunology
University of Lowell 1985 — 1989
B.S., Biological Sciences
Greg Maletsky's Leerink Swann Experience March 2005 - March 2007
Job Vice President at Waveland Investments
Industry Venture Capital & Private Equity
Experience
Waveland Investments July 2009 - Present
Actient Pharmaceuticals 2009 - 2009
Valor Equity Partners June 2008 - August 2008
Leerink Swann March 2005 - March 2007
Deloitte & Touche August 2002 - March 2005
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA)
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Waveland Investments July 2009 - Present
Actient Pharmaceuticals 2009 - 2009
Valor Equity Partners June 2008 - August 2008
Leerink Swann March 2005 - March 2007
Deloitte & Touche August 2002 - March 2005
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA)
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Betty Pio's Leerink Swann Experience August 2010 - April 2013
Job Senior Director at SimonKucher & Partners
Industry Management Consulting
Experience
Simon-Kucher & Partners July 2015 - Present
Charles River Associates May 2013 - May 2015
Leerink Swann August 2010 - April 2013
Insight Strategy Advisors March 2007 - July 2010
Simon-Kucher & Partners May 2005 - March 2007
UCLA Medical Center October 1998 - March 2005
Skills
Oncology, Neurology, Clinical Research, Clinical Trials, Gastroenterology, Lifesciences, Pharmacology, Strategy, Medicine, Health Economics, Biotechnology, Life Sciences, Pharmaceutical Industry, Management Consulting, Business Strategy, Market Analysis, Competitive Analysis, Data Analysis
Education
USC School of Pharmacy 2003 — 2005
M.S., Regulatory Science
University of California, Los Angeles 1998 — 2002
B.S., Molecular, Cell, and Developmental Biology
Simon-Kucher & Partners July 2015 - Present
Charles River Associates May 2013 - May 2015
Leerink Swann August 2010 - April 2013
Insight Strategy Advisors March 2007 - July 2010
Simon-Kucher & Partners May 2005 - March 2007
UCLA Medical Center October 1998 - March 2005
Skills
Oncology, Neurology, Clinical Research, Clinical Trials, Gastroenterology, Lifesciences, Pharmacology, Strategy, Medicine, Health Economics, Biotechnology, Life Sciences, Pharmaceutical Industry, Management Consulting, Business Strategy, Market Analysis, Competitive Analysis, Data Analysis
Education
USC School of Pharmacy 2003 — 2005
M.S., Regulatory Science
University of California, Los Angeles 1998 — 2002
B.S., Molecular, Cell, and Developmental Biology
Rachel Rizal's Leerink Swann Experience June 2008 - August 2008
Job Stanford Medical School Student & Hospital Administration Fellow at Stanford Health Care
Industry Hospital & Health Care
Experience
Stanford Health Care March 2015 - Present
Cracking Med School Admissions April 2012 - Present
Flu Crew August 2011 - June 2013
Stanford Hospital, Emergency Medicine Department April 2011 - June 2013
ZS Associates July 2010 - April 2011
Fulbright Fellowship 2009 - 2010
World Health Organization 2009 - 2010
Leerink Swann June 2008 - August 2008
Skills
Public Health, Research, Healthcare, Public Policy, Community Outreach, Nonprofits, Global Health, Program Development, Clinical Research, Consulting, Program Evaluation, Qualitative Research, International..., Strategy, Management Consulting, Data Analysis, Non-profits, Vaccines, Higher Education, Leadership, Leadership Development
Education
Stanford University School of Medicine 2011 — 2015
Doctor of Medicine (M.D.), Vaccines; Emergency Medicine
Princeton University 2005 — 2009
BA, Woodrow Wilson School of Public and International Affairs, Cum Laude
Whitney High School 1999 — 2005
Valedictorian
Stanford Health Care March 2015 - Present
Cracking Med School Admissions April 2012 - Present
Flu Crew August 2011 - June 2013
Stanford Hospital, Emergency Medicine Department April 2011 - June 2013
ZS Associates July 2010 - April 2011
Fulbright Fellowship 2009 - 2010
World Health Organization 2009 - 2010
Leerink Swann June 2008 - August 2008
Skills
Public Health, Research, Healthcare, Public Policy, Community Outreach, Nonprofits, Global Health, Program Development, Clinical Research, Consulting, Program Evaluation, Qualitative Research, International..., Strategy, Management Consulting, Data Analysis, Non-profits, Vaccines, Higher Education, Leadership, Leadership Development
Education
Stanford University School of Medicine 2011 — 2015
Doctor of Medicine (M.D.), Vaccines; Emergency Medicine
Princeton University 2005 — 2009
BA, Woodrow Wilson School of Public and International Affairs, Cum Laude
Whitney High School 1999 — 2005
Valedictorian
Joe Gentile's Leerink Swann Experience CFO Fixed Income DivisionLehman BrothersJune 2006 - March 2007
Job CAO at Leerink Swann
Industry Investment Banking
Experience
Leerink Swann CFO Fixed Income DivisionLehman BrothersJune 2006 - March 2007
Barclays Capital (formerly Lehman Brothers) 2006 - 2007
Bank of America January 2005 - June 2006
Bank of America July 2001 - December 2004
Cygnifi January 2000 - June 2001
JP Morgan August 1989 - December 1999
Education
Saint John's University 1989 — 1992
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
BS, Accounting
Leerink Swann CFO Fixed Income DivisionLehman BrothersJune 2006 - March 2007
Barclays Capital (formerly Lehman Brothers) 2006 - 2007
Bank of America January 2005 - June 2006
Bank of America July 2001 - December 2004
Cygnifi January 2000 - June 2001
JP Morgan August 1989 - December 1999
Education
Saint John's University 1989 — 1992
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
BS, Accounting
Scott Palmer's Leerink Swann Experience May 2010 - June 2013
Job Vice President, LIfe Sciences, ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY January 2015 - Present
EY July 2014 - December 2014
Ernst & Young July 2013 - July 2014
Leerink Swann May 2010 - June 2013
Leerink Swann May 2010 - June 2012
Isis Pharmaceuticals July 2003 - July 2004
Skills
Biotechnology, Lifesciences, Pharmaceutical Industry, Corporate Development, Due Diligence, Financial Modeling, Commercialization, Oncology, Valuation, Medical Devices, Emerging Markets, Competitive Intelligence, Life Sciences, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 2004 — 2010
MA & Ph.D Candidate, Biomedicine
University of California, Davis 1999 — 2003
Bachelor of Science (BS), Genetics
Parthenon-EY January 2015 - Present
EY July 2014 - December 2014
Ernst & Young July 2013 - July 2014
Leerink Swann May 2010 - June 2013
Leerink Swann May 2010 - June 2012
Isis Pharmaceuticals July 2003 - July 2004
Skills
Biotechnology, Lifesciences, Pharmaceutical Industry, Corporate Development, Due Diligence, Financial Modeling, Commercialization, Oncology, Valuation, Medical Devices, Emerging Markets, Competitive Intelligence, Life Sciences, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 2004 — 2010
MA & Ph.D Candidate, Biomedicine
University of California, Davis 1999 — 2003
Bachelor of Science (BS), Genetics
Lance Wood's Leerink Swann Experience August 2003 - April 2010
Job Macquarie Securities San Francisco
Industry Capital Markets
Experience
Macquarie Bank July 2010 - Present
Leerink Swann August 2003 - April 2010
Bear Stearns 2002 - 2003
Robertson, Stephens & Company 1998 - 2002
PaineWebber 1993 - 1998
US Navy 1985 - 1993
Skills
Equities, Investment Banking, Management, Hedge Funds, Capital Markets, Equity Research, Equity Trading, Valuation, Bloomberg, Private Equity, Trading, Series 7
Education
United States Naval Academy 1985 — 1989
BS, Economics
Macquarie Bank July 2010 - Present
Leerink Swann August 2003 - April 2010
Bear Stearns 2002 - 2003
Robertson, Stephens & Company 1998 - 2002
PaineWebber 1993 - 1998
US Navy 1985 - 1993
Skills
Equities, Investment Banking, Management, Hedge Funds, Capital Markets, Equity Research, Equity Trading, Valuation, Bloomberg, Private Equity, Trading, Series 7
Education
United States Naval Academy 1985 — 1989
BS, Economics
Bill Reiland's Leerink Swann Experience January 2009 - Present
Job Managing Director at Leerink Swann
Industry Investment Banking
Experience
Leerink Swann January 2009 - Present
Morgan Stanley April 1993 - July 2008
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Finance
Yale University 1979 — 1983
BA, Economics
Leerink Swann January 2009 - Present
Morgan Stanley April 1993 - July 2008
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Finance
Yale University 1979 — 1983
BA, Economics
Thomas Carolan's Leerink Swann Experience February 2005 - Present
Job Managing Director at Leerink Swann
Industry Investment Banking
Experience
Leerink Swann February 2005 - Present
Education
Siena College
St. Joseph Regional High School
Leerink Swann February 2005 - Present
Education
Siena College
St. Joseph Regional High School
Andrew Finkelstein's Leerink Swann Experience June 2008 - June 2010
Job Equity Analyst at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) March 2013 - Present
Susquehanna International Group June 2010 - March 2013
Leerink Swann June 2008 - June 2010
Citi August 2004 - May 2008
Skills
Financial Modeling, Equities, Financial Analysis, Valuation, Pharmaceuticals, Investments, Healthcare, Microsoft Office, Excel, Financial Markets, Derivatives, Pharmaceutical Industry, Equity Research, Hedge Funds, Mergers & Acquisitions, Private Equity, Emerging Markets, Venture Capital, Securities, Capital Markets, Series 7, Asset Management, Trading, Due Diligence, Investment Banking, Microsoft Excel, Options, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income, Corporate Development, Investor Relations, Corporate Finance, Finance, Equity Valuation, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor
Lower Merion 1994 — 1998
Susquehanna International Group, LLP (SIG) March 2013 - Present
Susquehanna International Group June 2010 - March 2013
Leerink Swann June 2008 - June 2010
Citi August 2004 - May 2008
Skills
Financial Modeling, Equities, Financial Analysis, Valuation, Pharmaceuticals, Investments, Healthcare, Microsoft Office, Excel, Financial Markets, Derivatives, Pharmaceutical Industry, Equity Research, Hedge Funds, Mergers & Acquisitions, Private Equity, Emerging Markets, Venture Capital, Securities, Capital Markets, Series 7, Asset Management, Trading, Due Diligence, Investment Banking, Microsoft Excel, Options, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income, Corporate Development, Investor Relations, Corporate Finance, Finance, Equity Valuation, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor
Lower Merion 1994 — 1998
David Pychewicz's Leerink Swann Experience January 1999 - January 2002
Job Senior Investment Operations Trading Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2012 - Present
SUMMER STREET RESEARCH PARTNERS, INC January 2002 - August 2012
CONCORD EQUITY GROUP December 2002 - December 2003
LEERINK SWANN & CO January 1999 - January 2002
Leerink Swann January 1999 - January 2002
SG COWEN / COWEN & CO January 1992 - January 1999
Education
Harvard University Extension School 2010 — 2014
Master’s Degree, Finance
Northeastern University
Bachelor of Science, Business Administration
Eaton Vance April 2012 - Present
SUMMER STREET RESEARCH PARTNERS, INC January 2002 - August 2012
CONCORD EQUITY GROUP December 2002 - December 2003
LEERINK SWANN & CO January 1999 - January 2002
Leerink Swann January 1999 - January 2002
SG COWEN / COWEN & CO January 1992 - January 1999
Education
Harvard University Extension School 2010 — 2014
Master’s Degree, Finance
Northeastern University
Bachelor of Science, Business Administration
Shannon Nightingale's Leerink Swann Experience June 2009 - October 2009
Job Waitress at Chilis Bar and Grill
Industry Hospitality
Experience
Chilis Bar and Grill October 2008 - Present
Best Western International September 2009 - March 2010
Leerink Swann June 2009 - October 2009
Education
Southern NH University 2007 — 2011
BS, Hotel and Resort Management
Chilis Bar and Grill October 2008 - Present
Best Western International September 2009 - March 2010
Leerink Swann June 2009 - October 2009
Education
Southern NH University 2007 — 2011
BS, Hotel and Resort Management
Neha Bagadiya's Leerink Swann Experience September 2013 - July 2014
Job Analyst at Promidian
Industry Pharmaceuticals
Experience
Promidian November 2014 - Present
Navigant April 2014 - July 2014
Leerink Swann September 2013 - July 2014
University of Pennsylvania School of Medicine June 2011 - September 2012
Siemens Healthcare May 2012 - July 2012
North Atlanta Internal Medicine May 2010 - July 2010
Skills
Data Analysis, Research, Western Blotting, Statistics, Protein Purification, Cell, Cell Culture, Translational Research, Financial Reporting, Microsoft Excel, Pharmaceutical Industry, Bioethics, Negotiation
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Biology, General
Lassiter High School 2005 — 2009
Promidian November 2014 - Present
Navigant April 2014 - July 2014
Leerink Swann September 2013 - July 2014
University of Pennsylvania School of Medicine June 2011 - September 2012
Siemens Healthcare May 2012 - July 2012
North Atlanta Internal Medicine May 2010 - July 2010
Skills
Data Analysis, Research, Western Blotting, Statistics, Protein Purification, Cell, Cell Culture, Translational Research, Financial Reporting, Microsoft Excel, Pharmaceutical Industry, Bioethics, Negotiation
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Biology, General
Lassiter High School 2005 — 2009
J. Cameron Morris's Leerink Swann Experience 2006 - 2008
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2008 - Present
Leerink Swann 2006 - 2008
American Student Assistance 2004 - 2006
Skills
Series 7, Series 63, Series 65, Series 31, Alternative Investments, Wealth Management, FINRA, Retirement Planning, Mutual Funds, Securities, Financial Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management September 2008 - Present
Leerink Swann 2006 - 2008
American Student Assistance 2004 - 2006
Skills
Series 7, Series 63, Series 65, Series 31, Alternative Investments, Wealth Management, FINRA, Retirement Planning, Mutual Funds, Securities, Financial Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial