Longbow Research
Industry: Company
DescriptionFounded: 2003 Subsidiary: Longbow Securities LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportLongbow ResearchDirections Saved (0) Saved Save Investment service in San Francisco, California Address: 50 California St, San Francisco, CA 94111 Phone: (415) 391-7753Place name: : : Website: Hours: : : Category: : : Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Longbow Research Posting publicly on the Web Write a review Reviews Be the first to review
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Longbow Research Employees
Employee
Years
Job
Industry
Steve Koenig Steve Koenig's Longbow Research Experience 2009 - 2012
Job Equity Analyst at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Frankie Carson Frankie Carson's Longbow Research Experience January 2015 - Present
Job Equity Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research January 2015 - Present
Scottrade January 2012 - December 2014
Scottrade February 2011 - December 2011
Student Managed Investment Funds August 2010 - May 2011
Skills
Microsoft Excel, VBA, Financial Modeling, Financial Writing, Equity Research, Time Management, Finance, Investments, Portfolio Management
Education
Bowling Green State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Longbow Research January 2015 - Present
Scottrade January 2012 - December 2014
Scottrade February 2011 - December 2011
Student Managed Investment Funds August 2010 - May 2011
Skills
Microsoft Excel, VBA, Financial Modeling, Financial Writing, Equity Research, Time Management, Finance, Investments, Portfolio Management
Education
Bowling Green State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Laurie Palmer Laurie Palmer's Longbow Research Experience December 2008 - July 2011
Job Executive Director/Supervisory Analyst at MKM Partners
Industry Financial Services
Experience
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
Evan Barry Evan Barry's Longbow Research Experience May 2014 - September 2015
Job Financial Planning Analyst at TravelCenters of America
Industry Financial Services
Experience
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
Amy Hanley (Salomone) Amy Hanley (Salomone)'s Longbow Research Experience January 2011 - May 2011
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
BNY Mellon May 2011 - February 2015
Longbow Research January 2011 - May 2011
Hanley & Associates March 2007 - December 2010
Prudential Equity Group February 2005 - March 2007
Prudential Equity Group November 2003 - February 2005
Prudential Equity Group December 1999 - November 2003
Morgan Stanley Smith Barney June 1999 - December 1999
Education
John Carroll University
BSBA, Finance
BNY Mellon February 2015 - Present
BNY Mellon May 2011 - February 2015
Longbow Research January 2011 - May 2011
Hanley & Associates March 2007 - December 2010
Prudential Equity Group February 2005 - March 2007
Prudential Equity Group November 2003 - February 2005
Prudential Equity Group December 1999 - November 2003
Morgan Stanley Smith Barney June 1999 - December 1999
Education
John Carroll University
BSBA, Finance
Zoran Miling Zoran Miling's Longbow Research Experience May 2009 - Present
Job Equity Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research May 2009 - Present
Skills
Industry Analysis, Valuation, Financial Analysis, Financial Modeling, Market Analysis, Forecasting, Market Research, Strategic Planning, Competitive Analysis, Equities
Education
John Carroll University 2006 — 2010
BS, Finance
Longbow Research May 2009 - Present
Skills
Industry Analysis, Valuation, Financial Analysis, Financial Modeling, Market Analysis, Forecasting, Market Research, Strategic Planning, Competitive Analysis, Equities
Education
John Carroll University 2006 — 2010
BS, Finance
Elizabeth Montgomery, CFA's Longbow Research Experience February 2009 - March 2010
Job Retail and Consumer Analyst
Industry Retail
Experience
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Telsey Advisory Group November 2013 - June 2014
Loehmann's July 2013 - November 2013
AprilMarin & Co. September 2012 - July 2013
Longbow Research February 2009 - March 2010
Cowen and Company June 2002 - January 2008
Robertson Stephens & Co. August 2000 - June 2002
Lazard Freres & Co. May 1999 - August 2000
Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics
Education
Harvard University 1993 — 1997
A.B.
Donna Krivinskas Donna Krivinskas's Longbow Research Experience June 2008 - August 2008
Job Business Tech + Media Strategist, Startup Founder
Industry Information Technology and Services
Experience
VINS MEDIA March 2014 - Present
Tastey January 2014 - Present
Rochdale Investment Management September 2010 - 2013
RVK March 2009 - August 2010
Longbow Research June 2008 - August 2008
McDonald Investments May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Digital Media, Marketing Strategy, Consumer Insight, Web Design, Brand Development, Market Research, JavaScript, HTML, CSS, Social Media Consulting, Product Launch, Financial Modeling, Equity Research, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Series 7, Valuation, Asset Management, Capital Markets, Investment Management, Microsoft Excel, Research, Series 63, Derivatives, Financial Analysis, Asset Managment, Equity Valuation
Education
Cornell University
B.A., Economics
VINS MEDIA March 2014 - Present
Tastey January 2014 - Present
Rochdale Investment Management September 2010 - 2013
RVK March 2009 - August 2010
Longbow Research June 2008 - August 2008
McDonald Investments May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Digital Media, Marketing Strategy, Consumer Insight, Web Design, Brand Development, Market Research, JavaScript, HTML, CSS, Social Media Consulting, Product Launch, Financial Modeling, Equity Research, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Series 7, Valuation, Asset Management, Capital Markets, Investment Management, Microsoft Excel, Research, Series 63, Derivatives, Financial Analysis, Asset Managment, Equity Valuation
Education
Cornell University
B.A., Economics
Amber O'Sullivan Amber O'Sullivan's Longbow Research Experience September 2006 - October 2009
Job Consultant, Human Capital Management at Tribridge
Industry Information Technology and Services
Experience
Tribridge July 2014 - Present
Tribridge December 2012 - June 2014
Verizon Wireless July 2011 - November 2012
Xerox (formerly ACS) February 2011 - July 2011
Progressive Benefits April 2010 - February 2011
Longbow Research September 2006 - October 2009
Skills
PeopleSoft, Process Improvement, Learning Management..., Recruiting, Onboarding, E-Learning, Cognos, Performance Management, Cornerstone, Help Desk Management, Client Relations Skills, Oracle E-Business Suite, Camtasia, SumTotal, Outstart LCMS, Wordpress, AICC, LCMS, Outstart Evolution, Employee Orientations, HR Policies, Employee Relations, Employment Law, Presentations, Microsoft Office, Queries, EPM, Leadership, Learning Management, Program Management, Human Resources, Talent Management
Education
Cleveland State University 2013 — 2015
Bachelor of Business Administration (BBA), Information Systems
Cuyahoga Community College
Associate's degree, Business Management - Human Resource Management
Tribridge July 2014 - Present
Tribridge December 2012 - June 2014
Verizon Wireless July 2011 - November 2012
Xerox (formerly ACS) February 2011 - July 2011
Progressive Benefits April 2010 - February 2011
Longbow Research September 2006 - October 2009
Skills
PeopleSoft, Process Improvement, Learning Management..., Recruiting, Onboarding, E-Learning, Cognos, Performance Management, Cornerstone, Help Desk Management, Client Relations Skills, Oracle E-Business Suite, Camtasia, SumTotal, Outstart LCMS, Wordpress, AICC, LCMS, Outstart Evolution, Employee Orientations, HR Policies, Employee Relations, Employment Law, Presentations, Microsoft Office, Queries, EPM, Leadership, Learning Management, Program Management, Human Resources, Talent Management
Education
Cleveland State University 2013 — 2015
Bachelor of Business Administration (BBA), Information Systems
Cuyahoga Community College
Associate's degree, Business Management - Human Resource Management
Sean Lojek's Longbow Research Experience September 2009 - February 2010
Job Private Equity Analyst at Peppertree Capital
Industry Venture Capital & Private Equity
Experience
Peppertree Capital April 2013 - Present
Deloitte Consulting August 2011 - April 2013
Key Bank February 2010 - May 2011
Key Bank August 2010 - December 2010
Longbow Research September 2009 - February 2010
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2011
Banking & Finance Major, Accouting and Economics Minors
The University of Chicago - Booth School of Business
Summer Business Scholars Program
Walsh Jesuit
Peppertree Capital April 2013 - Present
Deloitte Consulting August 2011 - April 2013
Key Bank February 2010 - May 2011
Key Bank August 2010 - December 2010
Longbow Research September 2009 - February 2010
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2011
Banking & Finance Major, Accouting and Economics Minors
The University of Chicago - Booth School of Business
Summer Business Scholars Program
Walsh Jesuit
Yibin Yang, CFA Yibin Yang, CFA's Longbow Research Experience 2006 - 2006
Job Multifaceted leader with a proven track record of driving operational excellence in highly competitive environments
Industry Financial Services
Experience
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Heidi Hanan Heidi Hanan's Longbow Research Experience April 2005 - September 2005
Job Motorsports Trackside Support / Accounting at Mickey Thompson Performance Racing and CSP at H&R Block
Industry Wholesale
Experience
H&R Block January 2015 - Present
Mickey Thompson Performance Racing December 2006 - Present
Mickey Thompson Performance Racing December 2006 - Present
Mickey Thompson Performance Racing September 2006 - Present
Challenge Enterprises September 2005 - September 2006
Longbow Research April 2005 - September 2005
Pressrite Corporation October 2004 - April 2005
Westco Group August 2002 - February 2003
AAA Ohio Auto Club November 1998 - January 2002
Skills
JD Edwards, SAP, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, FileMaker, Adobe Acrobat, Highly detail oriented, Account Reconciliation, Typing, Calculator, Performance Management, Accounts Receivable, Payroll, Accounts Payable, Order to Cash, Inventory Control, SAP ERP, Internet, Windows, JDE One World, Self-starter, Remote Desktop, Organization, Managing Deadlines, Month End Close, Lync, Lean, Records Management, Oracle, Lean Manufacturing, Process Improvement, Account Management, General Ledger, Variance Analysis, PeopleSoft, Kronos, Inventory Management, Warehousing, Forecasting, Automotive, Financial Analysis, Invoicing, Financial Statements, Data Entry, Pricing, Management, Customer Service
Education
Kent State University
Accounting / Finance - Business Administration, Accounting / Finance - Business Administration - CPA
Kent State University 2002 — 2006
Anthropology
Technical 2000 — 2000
License, Insurance
Technical 1997 — 1997
License, Insurance
H&R Block January 2015 - Present
Mickey Thompson Performance Racing December 2006 - Present
Mickey Thompson Performance Racing December 2006 - Present
Mickey Thompson Performance Racing September 2006 - Present
Challenge Enterprises September 2005 - September 2006
Longbow Research April 2005 - September 2005
Pressrite Corporation October 2004 - April 2005
Westco Group August 2002 - February 2003
AAA Ohio Auto Club November 1998 - January 2002
Skills
JD Edwards, SAP, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, FileMaker, Adobe Acrobat, Highly detail oriented, Account Reconciliation, Typing, Calculator, Performance Management, Accounts Receivable, Payroll, Accounts Payable, Order to Cash, Inventory Control, SAP ERP, Internet, Windows, JDE One World, Self-starter, Remote Desktop, Organization, Managing Deadlines, Month End Close, Lync, Lean, Records Management, Oracle, Lean Manufacturing, Process Improvement, Account Management, General Ledger, Variance Analysis, PeopleSoft, Kronos, Inventory Management, Warehousing, Forecasting, Automotive, Financial Analysis, Invoicing, Financial Statements, Data Entry, Pricing, Management, Customer Service
Education
Kent State University
Accounting / Finance - Business Administration, Accounting / Finance - Business Administration - CPA
Kent State University 2002 — 2006
Anthropology
Technical 2000 — 2000
License, Insurance
Technical 1997 — 1997
License, Insurance
Josh Nelsen Josh Nelsen's Longbow Research Experience May 2015 - Present
Job Associate Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research May 2015 - Present
Longbow Research January 2015 - Present
The Brooks & Stafford Company June 2014 - September 2014
Simpson Strong-Tie May 2013 - August 2013
Wedgewood Golf & Country Club April 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Baldwin-Wallace College 2011 — 2015
BA: Economics, Business Administration (double major)
Dublin Scioto High School 2008 — 2011
Longbow Research May 2015 - Present
Longbow Research January 2015 - Present
The Brooks & Stafford Company June 2014 - September 2014
Simpson Strong-Tie May 2013 - August 2013
Wedgewood Golf & Country Club April 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Baldwin-Wallace College 2011 — 2015
BA: Economics, Business Administration (double major)
Dublin Scioto High School 2008 — 2011
David Klink, CFA, CAIA's Longbow Research Experience August 2012 - February 2014
Job AVP, Senior Equity Analyst at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank May 2014 - Present
Longbow Research August 2012 - February 2014
PurePay Capital February 2012 - August 2012
Citi June 2011 - August 2011
Janova June 2010 - August 2010
Shore Morgan Young Wealth Strategists April 2009 - August 2010
The Ohio State University Medical Center May 2006 - August 2008
Skills
Microsoft Excel, Bloomberg, Written Communication, Financial Modeling, Corporate Finance, Investment Management, Wealth Management, Financial Analysis, Equity Research, Investments, Investment Banking, PowerPoint, Economics, Data Analysis, Fixed Income, Valuation
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Finance, Investment Management, Corporate Finance
Case Western Reserve University - Weatherhead School of Management 2006 — 2010
BA, Economics, Finance
Columbus Academy
Huntington National Bank May 2014 - Present
Longbow Research August 2012 - February 2014
PurePay Capital February 2012 - August 2012
Citi June 2011 - August 2011
Janova June 2010 - August 2010
Shore Morgan Young Wealth Strategists April 2009 - August 2010
The Ohio State University Medical Center May 2006 - August 2008
Skills
Microsoft Excel, Bloomberg, Written Communication, Financial Modeling, Corporate Finance, Investment Management, Wealth Management, Financial Analysis, Equity Research, Investments, Investment Banking, PowerPoint, Economics, Data Analysis, Fixed Income, Valuation
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Finance, Investment Management, Corporate Finance
Case Western Reserve University - Weatherhead School of Management 2006 — 2010
BA, Economics, Finance
Columbus Academy
Sean Felter's Longbow Research Experience 2004 - 2012
Job Managing Director, Institutional Sales at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates 2012 - Present
Longbow Research 2004 - 2012
Skills
Series 7, Series 63, Level 1, Manage Client..., New Business Development, Alpha Generation, Sales Research, Product Specialists, Client Development, Equities, Equity Research, Investments, Hedge Funds, Investment Banking, Financial Analysis, Bloomberg, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Capital Markets, Fixed Income, Securities, Asset Management, Financial Modeling, Portfolio Management, Investment Management, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2004
MBA, Finance
Miami University 1995 — 1999
Finance, Finance, Economics
Zelman & Associates 2012 - Present
Longbow Research 2004 - 2012
Skills
Series 7, Series 63, Level 1, Manage Client..., New Business Development, Alpha Generation, Sales Research, Product Specialists, Client Development, Equities, Equity Research, Investments, Hedge Funds, Investment Banking, Financial Analysis, Bloomberg, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Capital Markets, Fixed Income, Securities, Asset Management, Financial Modeling, Portfolio Management, Investment Management, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2004
MBA, Finance
Miami University 1995 — 1999
Finance, Finance, Economics
Chadi Boumitri's Longbow Research Experience September 2007 - January 2008
Job Lead Finance Analyst at KeyBank
Industry Financial Services
Experience
KeyBank April 2015 - Present
KeyBank March 2015 - Present
KeyBank May 2012 - Present
KeyBank November 2010 - May 2012
Austin Powder Company September 2009 - October 2010
Baumgarten and Company January 2008 - April 2008
Longbow Research September 2007 - January 2008
Skills
Financial Analysis, Accounting, Finance, Auditing, Analysis, Mergers & Acquisitions, Process Improvement, Management, Internal Audit, Investments, Tax, Entrepreneurship, Mergers, Strategy, Financial Modeling, Leadership, Corporate Development
Education
John Carroll University 2009 — 2010
MBA, Management
John Carroll University 2005 — 2009
BSBA, Accounting
KeyBank April 2015 - Present
KeyBank March 2015 - Present
KeyBank May 2012 - Present
KeyBank November 2010 - May 2012
Austin Powder Company September 2009 - October 2010
Baumgarten and Company January 2008 - April 2008
Longbow Research September 2007 - January 2008
Skills
Financial Analysis, Accounting, Finance, Auditing, Analysis, Mergers & Acquisitions, Process Improvement, Management, Internal Audit, Investments, Tax, Entrepreneurship, Mergers, Strategy, Financial Modeling, Leadership, Corporate Development
Education
John Carroll University 2009 — 2010
MBA, Management
John Carroll University 2005 — 2009
BSBA, Accounting
Matthew Griswold Matthew Griswold's Longbow Research Experience September 2008 - Present
Job CFO/CCO at Longbow Research
Industry Financial Services
Experience
Longbow Research September 2008 - Present
Cohen Capital Advisors January 2007 - September 2008
Cohen & Company September 1999 - January 2007
Tremco 1998 - 1998
Skills
Accounting, Budgeting, Financial Analysis, Strategic Planning, Tax, Investments, Due Diligence
Education
John Carroll University 1995 — 1999
BSBA, Accounting
Longbow Research September 2008 - Present
Cohen Capital Advisors January 2007 - September 2008
Cohen & Company September 1999 - January 2007
Tremco 1998 - 1998
Skills
Accounting, Budgeting, Financial Analysis, Strategic Planning, Tax, Investments, Due Diligence
Education
John Carroll University 1995 — 1999
BSBA, Accounting
Daniel Lind Daniel Lind's Longbow Research Experience February 2007 - May 2010
Job Institutional Trader at Tuohy Brothers
Industry Financial Services
Experience
Tuohy Brothers Investment Research May 2010 - Present
Longbow Research February 2007 - May 2010
National City Bank 2005 - 2008
Education
The Ohio State University 2001 — 2005
BSBA, Business
Beachwood High School
Tuohy Brothers Investment Research May 2010 - Present
Longbow Research February 2007 - May 2010
National City Bank 2005 - 2008
Education
The Ohio State University 2001 — 2005
BSBA, Business
Beachwood High School
Kameron Chones's Longbow Research Experience July 2011 - December 2013
Job Assistant Camera at Freelance
Industry Entertainment
Experience
CORE Media Group Inc. February 2015 - Present
High Noon Entertainment April 2014 - January 2015
Longbow Research July 2011 - December 2013
Northcoast Research August 2009 - July 2011
Smith Barney September 2007 - July 2009
Bialosky + Partners Architects June 2006 - August 2006
J. Chones Basketball Camps 1998 - 2006
Design Collective, Inc. 2003 - 2003
Skills
Series 63, Investments, Wealth Management, Series 7, Equities, Portfolio Management, Valuation, Equity Research, Hedge Funds, Finance, Financial Modeling
Education
Brown University 2003 — 2007
BA, Architectural Studies
Orange High School
Western Reserve Academy
CORE Media Group Inc. February 2015 - Present
High Noon Entertainment April 2014 - January 2015
Longbow Research July 2011 - December 2013
Northcoast Research August 2009 - July 2011
Smith Barney September 2007 - July 2009
Bialosky + Partners Architects June 2006 - August 2006
J. Chones Basketball Camps 1998 - 2006
Design Collective, Inc. 2003 - 2003
Skills
Series 63, Investments, Wealth Management, Series 7, Equities, Portfolio Management, Valuation, Equity Research, Hedge Funds, Finance, Financial Modeling
Education
Brown University 2003 — 2007
BA, Architectural Studies
Orange High School
Western Reserve Academy
Shane Rourke Shane Rourke's Longbow Research Experience March 2013 - April 2015
Job Senior Research Associate at KeyBank
Industry Financial Services
Experience
KeyBank April 2015 - Present
Longbow Research March 2013 - April 2015
Cliffs Natural Resources May 2012 - December 2012
Skadden Arps February 2007 - July 2011
Skills
Business Strategy, Steel, Minerals, International Trade, International Relations, Government Relations, Foreign Policy, Economics, Market Research, Research, Data Analysis, Analysis, Politics, Financial Modeling, Valuation, Corporate Finance
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MBA, Strategy and Finance
The George Washington University 2004 — 2008
Bachelor of Arts, International Affairs
KeyBank April 2015 - Present
Longbow Research March 2013 - April 2015
Cliffs Natural Resources May 2012 - December 2012
Skadden Arps February 2007 - July 2011
Skills
Business Strategy, Steel, Minerals, International Trade, International Relations, Government Relations, Foreign Policy, Economics, Market Research, Research, Data Analysis, Analysis, Politics, Financial Modeling, Valuation, Corporate Finance
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MBA, Strategy and Finance
The George Washington University 2004 — 2008
Bachelor of Arts, International Affairs
Shawn Cain Shawn Cain's Longbow Research Experience May 2011 - November 2013
Job Equity Trader at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets December 2013 - Present
Longbow Research May 2011 - November 2013
Skills
Financial Analysis, Equity Research, Corporate Finance, Portfolio Management, Microsoft Excel, Investments, Economics, Financial Modeling, Bloomberg, Leadership, Equity Valuation
Education
John Carroll University 2008 — 2012
Bachelor, Finance, Philosophy
St. Francis de sales 2005 — 2008
Diploma
KeyBanc Capital Markets December 2013 - Present
Longbow Research May 2011 - November 2013
Skills
Financial Analysis, Equity Research, Corporate Finance, Portfolio Management, Microsoft Excel, Investments, Economics, Financial Modeling, Bloomberg, Leadership, Equity Valuation
Education
John Carroll University 2008 — 2012
Bachelor, Finance, Philosophy
St. Francis de sales 2005 — 2008
Diploma
Maureen Toth-Ganim Maureen Toth-Ganim's Longbow Research Experience June 2011 - March 2012
Job Sales Representative at MLINE Inc.
Industry Packaging and Containers
Experience
M-LINE Inc. May 2015 - Present
Bennett Adelson Consulting / MacroPoint November 2013 - May 2015
Town Money Saver February 2013 - November 2013
Longbow Research June 2011 - March 2012
B. Ganim Company February 1995 - May 2009
Skills
Accounts Payable, Human Resources, Financial Analysis, PowerPoint, Strategic Planning, Account Management, Recruiting, Administration, Market Research
Education
Cleveland State University 1990 — 1993
Bachelor's degree, Communications
Kent State University 1988 — 1990
Padua Franciscan High School 1985 — 1988
College Preparatory
Padua Alumni
M-LINE Inc. May 2015 - Present
Bennett Adelson Consulting / MacroPoint November 2013 - May 2015
Town Money Saver February 2013 - November 2013
Longbow Research June 2011 - March 2012
B. Ganim Company February 1995 - May 2009
Skills
Accounts Payable, Human Resources, Financial Analysis, PowerPoint, Strategic Planning, Account Management, Recruiting, Administration, Market Research
Education
Cleveland State University 1990 — 1993
Bachelor's degree, Communications
Kent State University 1988 — 1990
Padua Franciscan High School 1985 — 1988
College Preparatory
Padua Alumni
Craig Kingsley Craig Kingsley's Longbow Research Experience August 2013 - Present
Job Institutional Equity Sales at Longbow Research
Industry Financial Services
Experience
Longbow Research August 2013 - Present
Cowen & Company September 2011 - September 2012
Soleil Securities June 2004 - June 2010
Neuberger Berman, LLC September 1994 - January 2004
Skills
Relationship Management, Key Account Development, Business Development, Institutional Equity..., Canada Market, New York Market
Education
Syracuse University
B.A., Economics
Longbow Research August 2013 - Present
Cowen & Company September 2011 - September 2012
Soleil Securities June 2004 - June 2010
Neuberger Berman, LLC September 1994 - January 2004
Skills
Relationship Management, Key Account Development, Business Development, Institutional Equity..., Canada Market, New York Market
Education
Syracuse University
B.A., Economics
Loubna Bilali's Longbow Research Experience September 2010 - May 2011
Job PhD Candidate & Foreign Language Instructor at Kent State University
Industry Translation and Localization
Experience
Kent State University August 2011 - Present
Longbow Research September 2010 - May 2011
Kent State University June 2009 - May 2011
Kent State University, Office of International Affairs May 2010 - August 2010
Kent State University August 2008 - May 2010
Localingua May 2009 - June 2009
PFIZER LIMITED August 2007 - September 2007
Education
Kent State University 2008 — 2010
MA, French Translation
Université Chouaïb Doukkali El Jadida 2006 — 2008
MA, Cross-cultural Communication & Translation Studies
British Council 2007 — 2007
Teaching Certificate, Teaching English as a Foreign Language
Université Chouaïb Doukkali El Jadida 2002 — 2006
BA, English Linguistics
Kent State University August 2011 - Present
Longbow Research September 2010 - May 2011
Kent State University June 2009 - May 2011
Kent State University, Office of International Affairs May 2010 - August 2010
Kent State University August 2008 - May 2010
Localingua May 2009 - June 2009
PFIZER LIMITED August 2007 - September 2007
Education
Kent State University 2008 — 2010
MA, French Translation
Université Chouaïb Doukkali El Jadida 2006 — 2008
MA, Cross-cultural Communication & Translation Studies
British Council 2007 — 2007
Teaching Certificate, Teaching English as a Foreign Language
Université Chouaïb Doukkali El Jadida 2002 — 2006
BA, English Linguistics
Anita Zeba's Longbow Research Experience April 2013 - Present
Job International Research Associate at Longbow Research
Industry Market Research
Experience
Longbow Research April 2013 - Present
School of Croatian Language September 2008 - May 2013
American Greetings December 2010 - May 2011
Mario Fazio's Italian Restaurant August 2001 - May 2008
Skills
Research, Microsoft Office, Teaching, English, German, Microsoft Word, Data Analysis, Public Speaking, Foreign Languages, Microsoft Excel, PowerPoint, Marketing, Curriculum Development, Market Research, Customer Service, Editing, Proofreading, Translation, Teamwork, Multilingual, Croatian, Financial Analysis, Higher Education, Educational Research, Equity Research, Organization, German Translation
Education
Cleveland State University 2011 — 2012
Master's degree, Curriculum and Instruction
Case Western Reserve University 2006 — 2010
Bachelor of Arts (B.A.), English and German
Longbow Research April 2013 - Present
School of Croatian Language September 2008 - May 2013
American Greetings December 2010 - May 2011
Mario Fazio's Italian Restaurant August 2001 - May 2008
Skills
Research, Microsoft Office, Teaching, English, German, Microsoft Word, Data Analysis, Public Speaking, Foreign Languages, Microsoft Excel, PowerPoint, Marketing, Curriculum Development, Market Research, Customer Service, Editing, Proofreading, Translation, Teamwork, Multilingual, Croatian, Financial Analysis, Higher Education, Educational Research, Equity Research, Organization, German Translation
Education
Cleveland State University 2011 — 2012
Master's degree, Curriculum and Instruction
Case Western Reserve University 2006 — 2010
Bachelor of Arts (B.A.), English and German
Miguel Purgatorio, MA, CHI's Longbow Research Experience June 2010 - August 2010
Job President at MP Language Services, LLC Translator & Interpreter
Industry Translation and Localization
Experience
Western Connecticut State University January 2015 - Present
MP Language Services LLC December 2014 - Present
Middlesex Community College, CT January 2013 - Present
Herbalife May 2013 - Present
MP Language Services May 2012 - December 2014
Several Translation Agencies July 2009 - December 2014
Kent State University January 2010 - May 2011
Longbow Research June 2010 - August 2010
Legal Aid Society September 2009 - May 2010
Kent State University: College Of Nursing September 2009 - October 2009
Skills
Interpreting, Translation, Linguistics, Legal Translation, Proofreading, Spanish, Foreign Languages, Editing, Language Services, Localization, Technical Translation, Multilingual, Teaching, English, Medical Translation, Resume Writing, Adobe Acrobat 9 Pro, Adobe Photoshop CS5, Adobe Illustrator CS5, Adobe InDesign CS5, SDL Trados Studio 2009, SDL MultiTerm 2009, Website Localization, French, Photoshop, Intercultural..., Trados, Internationalization, Language Teaching, Literature, Portuguese, Teaching English as a..., Research, Terminology, Adobe Acrobat
Education
Kent State University 2009 — 2011
MA, Translation
2007 — 2008
BA, Spanish Language & Literature
2001 — 2005
Coursework in, Modern Languages
Western Connecticut State University January 2015 - Present
MP Language Services LLC December 2014 - Present
Middlesex Community College, CT January 2013 - Present
Herbalife May 2013 - Present
MP Language Services May 2012 - December 2014
Several Translation Agencies July 2009 - December 2014
Kent State University January 2010 - May 2011
Longbow Research June 2010 - August 2010
Legal Aid Society September 2009 - May 2010
Kent State University: College Of Nursing September 2009 - October 2009
Skills
Interpreting, Translation, Linguistics, Legal Translation, Proofreading, Spanish, Foreign Languages, Editing, Language Services, Localization, Technical Translation, Multilingual, Teaching, English, Medical Translation, Resume Writing, Adobe Acrobat 9 Pro, Adobe Photoshop CS5, Adobe Illustrator CS5, Adobe InDesign CS5, SDL Trados Studio 2009, SDL MultiTerm 2009, Website Localization, French, Photoshop, Intercultural..., Trados, Internationalization, Language Teaching, Literature, Portuguese, Teaching English as a..., Research, Terminology, Adobe Acrobat
Education
Kent State University 2009 — 2011
MA, Translation
2007 — 2008
BA, Spanish Language & Literature
2001 — 2005
Coursework in, Modern Languages
Ran Ou Ran Ou's Longbow Research Experience August 2012 - July 2013
Job Quantitative Analyst at PNC
Industry Financial Services
Experience
PNC July 2013 - Present
Longbow Research August 2012 - July 2013
China Investment Corporation February 2011 - July 2011
Citi July 2010 - September 2010
Henkel Corporation July 2008 - August 2008
Skills
SAS, Financial Modeling, Valuation, Financial Analysis, Mandarin, Equity Research, Corporate Finance, VBA, Portfolio Management, Microsoft Excel, Data Analysis, Risk Management, Credit Risk, Financial Econometrics, Derivatives, Statistical Data..., Basel II, Fixed Income, PowerPoint, Eviews, Cantonese, Microsoft Office, Economics, Chinese, Statistics, Microeconomics, Macroeconomics, Sociology, Market Research
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MS, Finance
Tsinghua University 2007 — 2011
Bachelor, Economics
PNC July 2013 - Present
Longbow Research August 2012 - July 2013
China Investment Corporation February 2011 - July 2011
Citi July 2010 - September 2010
Henkel Corporation July 2008 - August 2008
Skills
SAS, Financial Modeling, Valuation, Financial Analysis, Mandarin, Equity Research, Corporate Finance, VBA, Portfolio Management, Microsoft Excel, Data Analysis, Risk Management, Credit Risk, Financial Econometrics, Derivatives, Statistical Data..., Basel II, Fixed Income, PowerPoint, Eviews, Cantonese, Microsoft Office, Economics, Chinese, Statistics, Microeconomics, Macroeconomics, Sociology, Market Research
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MS, Finance
Tsinghua University 2007 — 2011
Bachelor, Economics
Jo Ann Hudec's Longbow Research Experience 2009 - 2010
Job Office Manager
Industry Retail
Experience
Columbus Consulting International August 2015 - Present
Cyprium Partners June 2011 - August 2015
Key Principal Partners 2010 - June 2011
Longbow Research 2009 - 2010
LakeWest Group 2000 - 2009
Education
Cuyahoga Community College 2001 — 2004
Business Management/Office Operations Management
Columbus Consulting International August 2015 - Present
Cyprium Partners June 2011 - August 2015
Key Principal Partners 2010 - June 2011
Longbow Research 2009 - 2010
LakeWest Group 2000 - 2009
Education
Cuyahoga Community College 2001 — 2004
Business Management/Office Operations Management
Lee Klaskow Lee Klaskow's Longbow Research Experience August 2007 - August 2010
Job Senior Analyst Transportation and Logistics at Bloomberg Intelligence
Industry Financial Services
Experience
Bloomberg LP September 2010 - Present
Longbow Research August 2007 - August 2010
Prudential Equity Group 2004 - 2007
ING / ABN AMRO Bank N.V. 2000 - 2003
J.P. Morgan 2000 - 2000
McCarthy Crisanti & Maffei 1995 - 2000
Skills
Transportation, Financial Analysis, Financial Modeling, Stock Picking, Communication Skills, Equities, Industry Research, Valuation, Equity Research, Business Intelligence, Capital Markets, Equity Valuation, Asset Management, Hedge Funds, Portfolio Management, Management, Bloomberg, Investments, Investment Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
Ithaca College
BS, Finance & Management
Indian Hills
Bloomberg LP September 2010 - Present
Longbow Research August 2007 - August 2010
Prudential Equity Group 2004 - 2007
ING / ABN AMRO Bank N.V. 2000 - 2003
J.P. Morgan 2000 - 2000
McCarthy Crisanti & Maffei 1995 - 2000
Skills
Transportation, Financial Analysis, Financial Modeling, Stock Picking, Communication Skills, Equities, Industry Research, Valuation, Equity Research, Business Intelligence, Capital Markets, Equity Valuation, Asset Management, Hedge Funds, Portfolio Management, Management, Bloomberg, Investments, Investment Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
Ithaca College
BS, Finance & Management
Indian Hills
Diana Delaney Diana Delaney's Longbow Research Experience February 2004 - November 2005
Job Senior Vice President Institutional Equity Sales at Drexel Hamilton
Industry Financial Services
Experience
Brean Capital, LLC. November 2005 - January 2015
Longbow Research February 2004 - November 2005
JB Hanauer November 2003 - January 2005
OTA-OFF The Record Research October 2002 - November 2003
Fox-Pitt, Kelton October 1999 - May 2000
Merrill Lynch May 1992 - March 1995
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Capital Markets
Education
Fordham Gabelli School of Business
Masters of Business Administration, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government, Minor in Economics
Brean Capital, LLC. November 2005 - January 2015
Longbow Research February 2004 - November 2005
JB Hanauer November 2003 - January 2005
OTA-OFF The Record Research October 2002 - November 2003
Fox-Pitt, Kelton October 1999 - May 2000
Merrill Lynch May 1992 - March 1995
Skills
Portfolio Management, Financial Modeling, Equities, Investments, Capital Markets
Education
Fordham Gabelli School of Business
Masters of Business Administration, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government, Minor in Economics
Matthew Zeiger Matthew Zeiger's Longbow Research Experience June 2007 - July 2009
Job Project Manager at AuthX
Industry Management Consulting
Experience
AuthX March 2015 - Present
enlight July 2014 - March 2015
Capgemini February 2013 - July 2014
CSC - Computer Sciences Corporation June 2011 - February 2013
International Trade Administration May 2010 - August 2010
Longbow Research June 2007 - July 2009
Skills
Management Consulting, Financial Modeling, Strategy, Analysis, Business Analysis, Business Process..., Corporate Finance, Equities, Equity Research, Financial Analysis, Portfolio Management, Program Management, Valuation, CRM, Marketing Strategy, Project Management, Business Strategy, Report Writing, Proposal Writing, Business Writing
Education
American University - Kogod School of Business 2009 — 2011
MBA, Global Emerging Markets, Consulting
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance
AuthX March 2015 - Present
enlight July 2014 - March 2015
Capgemini February 2013 - July 2014
CSC - Computer Sciences Corporation June 2011 - February 2013
International Trade Administration May 2010 - August 2010
Longbow Research June 2007 - July 2009
Skills
Management Consulting, Financial Modeling, Strategy, Analysis, Business Analysis, Business Process..., Corporate Finance, Equities, Equity Research, Financial Analysis, Portfolio Management, Program Management, Valuation, CRM, Marketing Strategy, Project Management, Business Strategy, Report Writing, Proposal Writing, Business Writing
Education
American University - Kogod School of Business 2009 — 2011
MBA, Global Emerging Markets, Consulting
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance
Andiara Lima Andiara Lima's Longbow Research Experience September 2010 - January 2014
Job International Associate at Longbow Research
Industry Financial Services
Experience
Longbow Research September 2010 - January 2014
Cleveland Rape and Crisis Center August 2012 - October 2013
Brasa Grill January 2010 - September 2010
Skills
Market Research, English, Financial Analysis, Spanish, Competitive Analysis, Business Strategy, Customer Service, Teamwork, Economics, Analysis, Strategy, Finance, Corporate Finance, Data Analysis, Financial Modeling
Education
University of Florida 2004 — 2008
Anthropology, Social Cultural Anthropology
Longbow Research September 2010 - January 2014
Cleveland Rape and Crisis Center August 2012 - October 2013
Brasa Grill January 2010 - September 2010
Skills
Market Research, English, Financial Analysis, Spanish, Competitive Analysis, Business Strategy, Customer Service, Teamwork, Economics, Analysis, Strategy, Finance, Corporate Finance, Data Analysis, Financial Modeling
Education
University of Florida 2004 — 2008
Anthropology, Social Cultural Anthropology
David Harvan's Longbow Research Experience June 2014 - August 2014
Job
Industry Financial Services
Experience
Resilience Capital Partners July 2015 - July 2015
RoundTable Healthcare Partners June 2015 - June 2015
Longbow Research June 2014 - August 2014
Walton Hills Recreation Department June 2013 - August 2013
Blue Point Capital Partners May 2013 - May 2013
Skills
Equity Research, Bloomberg Professional, S&P Capital IQ, Microsoft Office
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (B.B.A.), Major: Finance, 3.8
University of Notre Dame - Mendoza College of Business 2013 — 2017
Walsh Jesuit High School 2009 — 2013
Resilience Capital Partners July 2015 - July 2015
RoundTable Healthcare Partners June 2015 - June 2015
Longbow Research June 2014 - August 2014
Walton Hills Recreation Department June 2013 - August 2013
Blue Point Capital Partners May 2013 - May 2013
Skills
Equity Research, Bloomberg Professional, S&P Capital IQ, Microsoft Office
Education
University of Notre Dame 2013 — 2017
Bachelor of Business Administration (B.B.A.), Major: Finance, 3.8
University of Notre Dame - Mendoza College of Business 2013 — 2017
Walsh Jesuit High School 2009 — 2013
Jonathon Grassi Jonathon Grassi's Longbow Research Experience 2007 - 2012
Job RIK Enterprises, LLC
Industry Venture Capital & Private Equity
Experience
RIK Enterprises, LLC January 2013 - Present
Longbow Research 2007 - 2012
Piper Jaffray 2006 - 2007
Boyd Watterson Asset Management 2005 - 2006
Education
Case Western Reserve University - Weatherhead School of Management
MBA
Ohio University
Bachelor of Arts
RIK Enterprises, LLC January 2013 - Present
Longbow Research 2007 - 2012
Piper Jaffray 2006 - 2007
Boyd Watterson Asset Management 2005 - 2006
Education
Case Western Reserve University - Weatherhead School of Management
MBA
Ohio University
Bachelor of Arts
Faheem Sabeiha Faheem Sabeiha's Longbow Research Experience August 2013 - Present
Job Equity Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research August 2013 - Present
Northcoast Research November 2011 - August 2013
Willis Group Holdings May 2008 - June 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Analysis, Mutual Funds, Finance, Economics, Portfolio Management, Due Diligence, Strategic Financial..., Investments, Competitive Analysis
Education
Cleveland State University 2009 — 2011
Master, Business Administration; Business Administration
Cleveland State University
Bachelor, Business Administration; Finance
Longbow Research August 2013 - Present
Northcoast Research November 2011 - August 2013
Willis Group Holdings May 2008 - June 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Analysis, Mutual Funds, Finance, Economics, Portfolio Management, Due Diligence, Strategic Financial..., Investments, Competitive Analysis
Education
Cleveland State University 2009 — 2011
Master, Business Administration; Business Administration
Cleveland State University
Bachelor, Business Administration; Finance
Doug Woodrich Doug Woodrich's Longbow Research Experience August 2007 - Present
Job VP, Sr Equity Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research August 2007 - Present
National City Bank November 1998 - August 2007
Hobe & Lucas CPAs Inc October 1994 - November 1998
Education
John Carroll University 1989 — 1993
BSBA, Accounting
Longbow Research August 2007 - Present
National City Bank November 1998 - August 2007
Hobe & Lucas CPAs Inc October 1994 - November 1998
Education
John Carroll University 1989 — 1993
BSBA, Accounting
Brian McMillen's Longbow Research Experience August 2008 - May 2010
Job Vice President at Signet Capital Advisors
Industry Financial Services
Experience
Signet Capital Advisors January 2015 - Present
Variant Capital Advisors LLC May 2013 - December 2014
Candlewood Partners, LLC June 2010 - May 2013
Longbow Research August 2008 - May 2010
Smith Barney June 2007 - August 2007
University of Iowa Foundation April 2004 - May 2007
Cedar Ridge Marketing March 2005 - March 2007
United Services of Des Moines May 2006 - August 2006
Skills
Financial Modeling, Equities, Finance, Portfolio Management, Forecasting, Valuation, Investments, Investment Banking, Mergers, Due Diligence, Business Valuation, Corporate Finance, Financial Analysis, Capital Markets, Equity Valuation, Private Equity, LBO
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Signet Capital Advisors January 2015 - Present
Variant Capital Advisors LLC May 2013 - December 2014
Candlewood Partners, LLC June 2010 - May 2013
Longbow Research August 2008 - May 2010
Smith Barney June 2007 - August 2007
University of Iowa Foundation April 2004 - May 2007
Cedar Ridge Marketing March 2005 - March 2007
United Services of Des Moines May 2006 - August 2006
Skills
Financial Modeling, Equities, Finance, Portfolio Management, Forecasting, Valuation, Investments, Investment Banking, Mergers, Due Diligence, Business Valuation, Corporate Finance, Financial Analysis, Capital Markets, Equity Valuation, Private Equity, LBO
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Mark Douglass, PhD, CFA's Longbow Research Experience April 2007 - August 2015
Job Senior Business Development Analyst at Lincoln Electric
Industry Financial Services
Experience
Lincoln Electric August 2015 - Present
Longbow Research April 2007 - August 2015
Preco Inc. January 2005 - April 2007
Visteon December 2000 - January 2005
University of Michigan 1996 - 2001
University of Illinois at Urbana-Champaign 1991 - 1996
Skills
Photonics, Financial Analysis, Equities, Equity Research, Financial Modeling, Valuation, Equity Valuation, Capital Markets, Bloomberg, Investments, Asset Management, Series 7, Portfolio Management, Hedge Funds, Corporate Finance, Competitive Analysis, Investment Banking, Private Equity, Asset Allocation, Forecasting, DCF, Venture Capital, M&A experience, Investment Strategies, Strategic Financial..., Investment Management, Market Research, Business Valuation, Corporate Development, Business Analysis, Securities, Alternative Investments, Analysis, Business Strategy, Mergers & Acquisitions, Due Diligence, Data Analysis, Risk Management
Education
University of Michigan 1996 — 2001
Ph.D., Mechanical Engineering
University of Illinois at Urbana-Champaign 1991 — 1996
B.S. & M.S., Mechanical Engineering
Lincoln Electric August 2015 - Present
Longbow Research April 2007 - August 2015
Preco Inc. January 2005 - April 2007
Visteon December 2000 - January 2005
University of Michigan 1996 - 2001
University of Illinois at Urbana-Champaign 1991 - 1996
Skills
Photonics, Financial Analysis, Equities, Equity Research, Financial Modeling, Valuation, Equity Valuation, Capital Markets, Bloomberg, Investments, Asset Management, Series 7, Portfolio Management, Hedge Funds, Corporate Finance, Competitive Analysis, Investment Banking, Private Equity, Asset Allocation, Forecasting, DCF, Venture Capital, M&A experience, Investment Strategies, Strategic Financial..., Investment Management, Market Research, Business Valuation, Corporate Development, Business Analysis, Securities, Alternative Investments, Analysis, Business Strategy, Mergers & Acquisitions, Due Diligence, Data Analysis, Risk Management
Education
University of Michigan 1996 — 2001
Ph.D., Mechanical Engineering
University of Illinois at Urbana-Champaign 1991 — 1996
B.S. & M.S., Mechanical Engineering
Jared Davin Jared Davin's Longbow Research Experience July 2008 - May 2010
Job Associate at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2014 - Present
EdgePoint Capital Advisors May 2010 - March 2014
Longbow Research July 2008 - May 2010
Sherwin Williams September 2006 - February 2008
Skills
Financial Modeling, Investment Banking, Accounting, Mergers & Acquisitions, Finance, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2009
Master of Science (MS), Finance
Case Western Reserve University 2004 — 2008
Bachelor of Science (BS), Finance
KeyBanc Capital Markets March 2014 - Present
EdgePoint Capital Advisors May 2010 - March 2014
Longbow Research July 2008 - May 2010
Sherwin Williams September 2006 - February 2008
Skills
Financial Modeling, Investment Banking, Accounting, Mergers & Acquisitions, Finance, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2009
Master of Science (MS), Finance
Case Western Reserve University 2004 — 2008
Bachelor of Science (BS), Finance
Rebecca Ruvolo Rebecca Ruvolo's Longbow Research Experience July 2005 - January 2011
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Mutual of America June 2014 - January 2015
Equity Trust Company December 2013 - June 2014
Equity Institutional, A Division of Equity Trust Company April 2012 - November 2013
PNC Investments February 2011 - April 2012
Longbow Research July 2005 - January 2011
National City Bank 2004 - 2005
MBNA 1999 - 2004
Skills
Alternative Investments, Equity Research, Financial Services, Series 7, Series 63, Credit, Banking, Loans, Consumer Lending, Sales, Insurance, annuities
Education
John Carroll University 2002 — 2005
MBA, Finance
The University of Akron 1993 — 1997
BA, Communication
Scottrade January 2015 - Present
Mutual of America June 2014 - January 2015
Equity Trust Company December 2013 - June 2014
Equity Institutional, A Division of Equity Trust Company April 2012 - November 2013
PNC Investments February 2011 - April 2012
Longbow Research July 2005 - January 2011
National City Bank 2004 - 2005
MBNA 1999 - 2004
Skills
Alternative Investments, Equity Research, Financial Services, Series 7, Series 63, Credit, Banking, Loans, Consumer Lending, Sales, Insurance, annuities
Education
John Carroll University 2002 — 2005
MBA, Finance
The University of Akron 1993 — 1997
BA, Communication
Joseph Assily's Longbow Research Experience May 2011 - August 2011
Job Sales Representative at Earnest Machine
Industry Real Estate
Experience
Earnest Machine October 2013 - Present
Majestic Steel USA June 2012 - September 2013
Green Globe Ltd June 2010 - April 2012
Great Lakes Financial Group LP September 2011 - November 2011
Longbow Research May 2011 - August 2011
Circuit City December 2008 - December 2009
Skills
Sales, Microsoft Office, Customer Service, Leadership
Education
John Carroll University 2008 — 2012
Bachelor's, Finance
Elyria Catholic
Earnest Machine October 2013 - Present
Majestic Steel USA June 2012 - September 2013
Green Globe Ltd June 2010 - April 2012
Great Lakes Financial Group LP September 2011 - November 2011
Longbow Research May 2011 - August 2011
Circuit City December 2008 - December 2009
Skills
Sales, Microsoft Office, Customer Service, Leadership
Education
John Carroll University 2008 — 2012
Bachelor's, Finance
Elyria Catholic
Steven Kubec Steven Kubec's Longbow Research Experience December 2011 - Present
Job Institutional Sales at Longbow Research
Industry Financial Services
Experience
Longbow Research December 2011 - Present
Vivid Digital Concepts, LLC March 2009 - November 2011
Education
Kent State University 2006 — 2009
Economics
Longbow Research December 2011 - Present
Vivid Digital Concepts, LLC March 2009 - November 2011
Education
Kent State University 2006 — 2009
Economics
David Bachman David Bachman's Longbow Research Experience October 2006 - November 2009
Job Chief, External Affairs and Planning at VA Medical Center, Cleveland, Ohio
Industry Hospital & Health Care
Experience
Louis Stokes Cleveland VA Medical Center January 2011 - Present
VA Medical Center January 2010 - January 2011
Longbow Research October 2006 - November 2009
VA Medical Center, Cleveland OH July 2006 - October 2006
VA Medical Center, Cleveland OH September 2005 - July 2006
VA Medical Center, Cleveland OH July 2004 - August 2005
VA Medical Center, Cleveland OH August 2003 - June 2004
The Center for Discovery January 1998 - August 2001
Checkerberry Inn 1995 - 1996
Borders 1990 - 1992
Skills
Budgeting, Administration, Contract Management, Process Engineering, Hiring, Budgets, Healthcare, Project Planning, Strategic Planning, Microsoft Office, Recruiting, Clinical Research, Management, System Administration, Hospitals, Process Improvement, Interviews, Analysis
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
MBA, Finance, Strategy
Columbia University in the City of New York 2000 — 2000
n/a, Economics, Statistics
Taylor University 1983 — 1987
BA, Print Media Communications
Louis Stokes Cleveland VA Medical Center January 2011 - Present
VA Medical Center January 2010 - January 2011
Longbow Research October 2006 - November 2009
VA Medical Center, Cleveland OH July 2006 - October 2006
VA Medical Center, Cleveland OH September 2005 - July 2006
VA Medical Center, Cleveland OH July 2004 - August 2005
VA Medical Center, Cleveland OH August 2003 - June 2004
The Center for Discovery January 1998 - August 2001
Checkerberry Inn 1995 - 1996
Borders 1990 - 1992
Skills
Budgeting, Administration, Contract Management, Process Engineering, Hiring, Budgets, Healthcare, Project Planning, Strategic Planning, Microsoft Office, Recruiting, Clinical Research, Management, System Administration, Hospitals, Process Improvement, Interviews, Analysis
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
MBA, Finance, Strategy
Columbia University in the City of New York 2000 — 2000
n/a, Economics, Statistics
Taylor University 1983 — 1987
BA, Print Media Communications
Shawn Ross's Longbow Research Experience July 2007 - July 2008
Job Senior Project Manager at Verantis Corporation
Industry Industrial Automation
Experience
Verantis Corporation May 2015 - Present
Belcan Corporation September 2008 - May 2015
Longbow Research July 2007 - July 2008
The Freedonia Group June 2006 - July 2007
Anchor Manufacturing Group March 2005 - June 2006
Belcan Corporation June 1999 - March 2005
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
MBA, Management Policy
Case Western Reserve University 1994 — 1999
BSME, Mechanical Engineering
Verantis Corporation May 2015 - Present
Belcan Corporation September 2008 - May 2015
Longbow Research July 2007 - July 2008
The Freedonia Group June 2006 - July 2007
Anchor Manufacturing Group March 2005 - June 2006
Belcan Corporation June 1999 - March 2005
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
MBA, Management Policy
Case Western Reserve University 1994 — 1999
BSME, Mechanical Engineering
Piyush Sharma's Longbow Research Experience January 2007 - July 2008
Job Cofounder and Portfolio Manager at Metis Capital Management
Industry Investment Management
Experience
Metis Capital Management January 2014 - Present
Globe Minerva Fund June 2010 - May 2015
Contravest Associates July 2008 - May 2011
Longbow Research January 2007 - July 2008
Sanford C. Bernstein 2005 - 2006
Avondale Partners June 2004 - July 2005
BSE August 2000 - July 2002
Citigroup GCB June 1999 - July 2000
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Investments, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Corporate Finance, Financial Analysis, Bloomberg, Economics, Emerging Markets, Investment Strategies, Investment Management, Alternative Investments, Mergers, Trading, Derivatives, Series 7, Fixed Income, Equity Capital Markets, Bonds, Securities, Due Diligence, Mutual Funds, Financial Services, Risk Management, Financial Markets, Hedging, Venture Capital, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management
Motilal Nehru National Institute Of Technology 1997 — 1999
MS
St. Joseph's College 1982 — 1993
High School
Metis Capital Management January 2014 - Present
Globe Minerva Fund June 2010 - May 2015
Contravest Associates July 2008 - May 2011
Longbow Research January 2007 - July 2008
Sanford C. Bernstein 2005 - 2006
Avondale Partners June 2004 - July 2005
BSE August 2000 - July 2002
Citigroup GCB June 1999 - July 2000
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Investments, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Corporate Finance, Financial Analysis, Bloomberg, Economics, Emerging Markets, Investment Strategies, Investment Management, Alternative Investments, Mergers, Trading, Derivatives, Series 7, Fixed Income, Equity Capital Markets, Bonds, Securities, Due Diligence, Mutual Funds, Financial Services, Risk Management, Financial Markets, Hedging, Venture Capital, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management
Motilal Nehru National Institute Of Technology 1997 — 1999
MS
St. Joseph's College 1982 — 1993
High School
Dave Fabian's Longbow Research Experience 2006 - Present
Job Sales Trader at Longbow Research
Industry Capital Markets
Experience
Longbow Research 2006 - Present
Fidelity Capital Markets September 1998 - September 2005
Fidelity Investments 1998 - 2005
Skills
Equity Trading, Investments, Equity Research, Series 7, Equities, Series 63, Risk Management, Fixed Income, Bloomberg, Trading, Capital Markets, FINRA, Hedge Funds, Securities
Education
Xavier University - Williams College of Business 1994 — 1996
MBA, Finance
Ohio University 1988 — 1992
Longbow Research 2006 - Present
Fidelity Capital Markets September 1998 - September 2005
Fidelity Investments 1998 - 2005
Skills
Equity Trading, Investments, Equity Research, Series 7, Equities, Series 63, Risk Management, Fixed Income, Bloomberg, Trading, Capital Markets, FINRA, Hedge Funds, Securities
Education
Xavier University - Williams College of Business 1994 — 1996
MBA, Finance
Ohio University 1988 — 1992
Mark G. Nahra's Longbow Research Experience 2004 - 2004
Job Project Manager at State of Ohio Department of Administrative Services Office of Information Technology
Industry Government Administration
Experience
State of Ohio Department of Administrative Services - Office of Information Technology December 2013 - Present
State of Ohio Office of Budget & Management - Ohio Shared Services 2008 - December 2013
Regional Franchise Business 2004 - 2008
Longbow Research 2004 - 2004
Ernst & Young 2002 - 2003
Brown, Gibbons, Lang & Co. LLP 2000 - 2002
Skills
Business Process..., Financial Analysis, Process Improvement, PeopleSoft, Strategic Planning, Financial Modeling, Due Diligence, Governance, Shared Services
Education
Case Western Reserve University 1997 — 2001
BS, Accounting
State of Ohio Department of Administrative Services - Office of Information Technology December 2013 - Present
State of Ohio Office of Budget & Management - Ohio Shared Services 2008 - December 2013
Regional Franchise Business 2004 - 2008
Longbow Research 2004 - 2004
Ernst & Young 2002 - 2003
Brown, Gibbons, Lang & Co. LLP 2000 - 2002
Skills
Business Process..., Financial Analysis, Process Improvement, PeopleSoft, Strategic Planning, Financial Modeling, Due Diligence, Governance, Shared Services
Education
Case Western Reserve University 1997 — 2001
BS, Accounting
Brian Hrabak, CFA's Longbow Research Experience May 2003 - August 2003
Job Senior Managing Director at Hartland, an independent investment advisory firm.
Industry Investment Management
Experience
Hartland June 2004 - Present
Longbow Research May 2003 - August 2003
Arthur Andersen June 1997 - August 2002
Skills
Valuation, Investment Strategies, Financial Modeling, Asset Allocation, Investments, Retirement Planning, Due Diligence, Equity Research, Institutional..., Equities, Alternative Investments, Finance, Investment Management, Financial Analysis, Portfolio Management
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
MBA, Finance
College of the Holy Cross 1993 — 1997
BA, Economics/Accounting
St. Ignatius 1989 — 1993
High School
Hartland June 2004 - Present
Longbow Research May 2003 - August 2003
Arthur Andersen June 1997 - August 2002
Skills
Valuation, Investment Strategies, Financial Modeling, Asset Allocation, Investments, Retirement Planning, Due Diligence, Equity Research, Institutional..., Equities, Alternative Investments, Finance, Investment Management, Financial Analysis, Portfolio Management
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
MBA, Finance
College of the Holy Cross 1993 — 1997
BA, Economics/Accounting
St. Ignatius 1989 — 1993
High School
Dmitry Silversteyn's Longbow Research Experience August 2003 - Present
Job Vice President; Senior Analyst; Chemicals at Longbow Research
Industry Investment Banking
Experience
Longbow Research August 2003 - Present
Longbow Research March 2003 - Present
MIdwest Research August 2000 - February 2003
Lehman Brother December 1999 - August 2000
Salomon Smith Barney (now Citi) December 1998 - December 1999
First Analysis July 1997 - December 1998
Perma-Pipe, Inc. 1991 - 1997
GNB Batteries 1989 - 1991
Diatec Polymers 1988 - 1989
Skills
Capital Markets, Investment Banking, Asset Management, Market Research, Equity Valuation, Equities, Research, Bloomberg, Analysis, Equity Research, Financial Modeling, Financial Analysis, Valuation, Investments, Sales, Insurance, Series 7
Education
IIT - Stuart School of Business 1995 — 1997
MS, Financial Markets and Trading
Illinois Institute of Technology 1984 — 1989
BS, ChE
Niles North 1982 — 1984
Longbow Research August 2003 - Present
Longbow Research March 2003 - Present
MIdwest Research August 2000 - February 2003
Lehman Brother December 1999 - August 2000
Salomon Smith Barney (now Citi) December 1998 - December 1999
First Analysis July 1997 - December 1998
Perma-Pipe, Inc. 1991 - 1997
GNB Batteries 1989 - 1991
Diatec Polymers 1988 - 1989
Skills
Capital Markets, Investment Banking, Asset Management, Market Research, Equity Valuation, Equities, Research, Bloomberg, Analysis, Equity Research, Financial Modeling, Financial Analysis, Valuation, Investments, Sales, Insurance, Series 7
Education
IIT - Stuart School of Business 1995 — 1997
MS, Financial Markets and Trading
Illinois Institute of Technology 1984 — 1989
BS, ChE
Niles North 1982 — 1984
Jarrod Rapalje, CFA's Longbow Research Experience August 2010 - April 2012
Job Senior Consultant at Courtland Partners, Ltd.
Industry Financial Services
Experience
Courtland Partners, Ltd. April 2012 - Present
Longbow Research August 2010 - April 2012
Courtland Partners, Ltd. June 2008 - August 2010
Education
Campbell University 2006 — 2007
MBA
Campbell University 2002 — 2007
BBA, Trust and Investment Management
Courtland Partners, Ltd. April 2012 - Present
Longbow Research August 2010 - April 2012
Courtland Partners, Ltd. June 2008 - August 2010
Education
Campbell University 2006 — 2007
MBA
Campbell University 2002 — 2007
BBA, Trust and Investment Management
Charlene Cheng's Longbow Research Experience June 2003 - August 2003
Job Senior Associate at Deloitte Financial Advisory Service Inc
Industry Real Estate
Experience
Deloitte Transactions and Business Analytics LLP August 2007 - Present
Related Management Company January 2005 - August 2007
Longbow Research June 2003 - August 2003
Deutsche Bank June 2000 - June 2001
Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Mandarin, Real Estate Research..., Purchase Price..., ARGUS Valuation – DCF, Financial Reporting, Financial Forecasting, Asset Management, Commercial Real Estate, Real Estate Economics, Loan Modifications, Banking, Appraisals, Analysis, Equities, Finance, Investment Banking
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General, 3.7
National Tsing Hua University 1996 — 2000
Bachelor of Arts (B.A.), Economics, 3.6
Deloitte Transactions and Business Analytics LLP August 2007 - Present
Related Management Company January 2005 - August 2007
Longbow Research June 2003 - August 2003
Deutsche Bank June 2000 - June 2001
Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Mandarin, Real Estate Research..., Purchase Price..., ARGUS Valuation – DCF, Financial Reporting, Financial Forecasting, Asset Management, Commercial Real Estate, Real Estate Economics, Loan Modifications, Banking, Appraisals, Analysis, Equities, Finance, Investment Banking
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General, 3.7
National Tsing Hua University 1996 — 2000
Bachelor of Arts (B.A.), Economics, 3.6
Harry Burns's Longbow Research Experience July 2008 - March 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Aegis Funds March 2010 - August 2014
Longbow Research July 2008 - March 2009
Credit Suisse March 2001 - April 2008
JP Morgan Securities July 1997 - January 2001
Skills
Equity Research, Equities, Institutional Sales, Capital Markets, Institutional Investors, Small Cap, High Yield Bonds, Value Investing, Asset Managment, Mutual Funds, Asset Management, Investment Banking, Derivatives, Trading, Institutional..., Bonds, Hedge Funds, Fixed Income
Education
Fordham University 1992 — 1996
BS, Finance
Merrill Lynch August 2014 - Present
Aegis Funds March 2010 - August 2014
Longbow Research July 2008 - March 2009
Credit Suisse March 2001 - April 2008
JP Morgan Securities July 1997 - January 2001
Skills
Equity Research, Equities, Institutional Sales, Capital Markets, Institutional Investors, Small Cap, High Yield Bonds, Value Investing, Asset Managment, Mutual Funds, Asset Management, Investment Banking, Derivatives, Trading, Institutional..., Bonds, Hedge Funds, Fixed Income
Education
Fordham University 1992 — 1996
BS, Finance
Charlene Cheng's Longbow Research Experience June 2003 - August 2003
Job Senior Associate at Deloitte Financial Advisory Services
Industry Real Estate
Experience
Deloitte Financial Advisory Services August 2007 - Present
Related January 2005 - August 2007
Longbow Research June 2003 - August 2003
Deutsche Bank June 2000 - June 2001
Skills
Valuation, Due Diligence, Portfolio Management, Analysis, Investment Banking, Real Estate, Bloomberg, Equity Research, Auditing, Project Management, Accounting, Commercial Real Estate, Loans, Private Equity
Education
Case Western Reserve University 2002 — 2004
MBA, Finance
National Tsing Hua University 1996 — 2000
B.A., Economics
Deloitte Financial Advisory Services August 2007 - Present
Related January 2005 - August 2007
Longbow Research June 2003 - August 2003
Deutsche Bank June 2000 - June 2001
Skills
Valuation, Due Diligence, Portfolio Management, Analysis, Investment Banking, Real Estate, Bloomberg, Equity Research, Auditing, Project Management, Accounting, Commercial Real Estate, Loans, Private Equity
Education
Case Western Reserve University 2002 — 2004
MBA, Finance
National Tsing Hua University 1996 — 2000
B.A., Economics
Rick Jamieson's Longbow Research Experience February 2011 - Present
Job Institutional Equity Sales at Longbow Research
Industry Financial Services
Experience
Greater Cleveland Sports Commission 2015 - Present
Longbow Research February 2011 - Present
General Electric May 2010 - February 2011
General Electric January 2008 - May 2010
Ohio Dominican University August 2005 - January 2008
Skills
Accounting, Analysis, Forecasting, Inventory Management, Supply Chain
Education
Ohio University 2000 — 2004
Finance, Business
Ohio Dominican University 2006 — 2007
Masters, Business Administration
Saint Ignatius 1996 — 2000
Greater Cleveland Sports Commission 2015 - Present
Longbow Research February 2011 - Present
General Electric May 2010 - February 2011
General Electric January 2008 - May 2010
Ohio Dominican University August 2005 - January 2008
Skills
Accounting, Analysis, Forecasting, Inventory Management, Supply Chain
Education
Ohio University 2000 — 2004
Finance, Business
Ohio Dominican University 2006 — 2007
Masters, Business Administration
Saint Ignatius 1996 — 2000
Tayyib Shah's Longbow Research Experience 2005 - 2008
Job Senior Investment Analyst; International Technology
Industry Financial Services
Experience
Scout Investments 2012 - Present
Teacher Retirement System of Texas 2008 - 2012
Longbow Research 2005 - 2008
Education
Institute of Business Administration 1993 — 1996
MBA, Finance
Scout Investments 2012 - Present
Teacher Retirement System of Texas 2008 - 2012
Longbow Research 2005 - 2008
Education
Institute of Business Administration 1993 — 1996
MBA, Finance
Mark Ketchaver's Longbow Research Experience June 2006 - November 2006
Job Investor Relations
Industry Utilities
Experience
FirstEnergy October 2015 - Present
FirstEnergy August 2014 - October 2015
FirstEnergy March 2013 - August 2014
FirstEnergy January 2010 - March 2013
Emdeon Business Services May 2008 - January 2010
UBS Wealth Management March 2007 - May 2008
Longbow Research June 2006 - November 2006
Cohen & Company January 2006 - May 2006
Education
John Carroll University 2008 — 2009
MBA, Management
John Carroll University 2003 — 2007
BSBA, Management
FirstEnergy October 2015 - Present
FirstEnergy August 2014 - October 2015
FirstEnergy March 2013 - August 2014
FirstEnergy January 2010 - March 2013
Emdeon Business Services May 2008 - January 2010
UBS Wealth Management March 2007 - May 2008
Longbow Research June 2006 - November 2006
Cohen & Company January 2006 - May 2006
Education
John Carroll University 2008 — 2009
MBA, Management
John Carroll University 2003 — 2007
BSBA, Management
Jamie Bankhurst's Longbow Research Experience March 2004 - Present
Job Institutional Equity Sales
Industry Financial Services
Experience
Longbow Research March 2004 - Present
Prudential Securities 2000 - 2004
Midwest Research 1996 - 2000
Apple 1988 - 1995
General Dynamics 1982 - 1987
Skills
Equities, Equity Valuation, Series 7, Equity Research, Series 63
Education
Case Western Reserve University
BSEE, Electrical Engineering
Longbow Research March 2004 - Present
Prudential Securities 2000 - 2004
Midwest Research 1996 - 2000
Apple 1988 - 1995
General Dynamics 1982 - 1987
Skills
Equities, Equity Valuation, Series 7, Equity Research, Series 63
Education
Case Western Reserve University
BSEE, Electrical Engineering
J.R. (Jon) Stoller's Longbow Research Experience
Job Director of Trading at Longbow Research
Industry Financial Services
Experience
Longbow Research
Education
Emory University 1989 — 1993
Longbow Research
Education
Emory University 1989 — 1993
Bonnie Cybulko's Longbow Research Experience 2007 - 2010
Job Portfolio Manager at ExportImport Bank of the United States
Industry Financial Services
Experience
Export-Import Bank of the United States November 2014 - Present
KeyCorp August 2010 - November 2014
Longbow Research 2007 - 2010
OPIC January 2004 - January 2007
Office of the Comptroller of the Currency 2007 - 2007
KeyCorp, Victory Capital Management 2001 - 2001
Fuserashi International Technology 1999 - 2000
Japan Exchange and Teaching Programme 1996 - 1999
Skills
Financial Modeling, Investments, Analysis, Portfolio Management, Strategy, Editing, Risk Management, Project Management, Writing, Accounting, Banking, Forecasting, Project Finance, Financial Analysis, Capital Markets, Corporate Finance, Quantitative Risk...
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics, Japanese
Georgetown University - The McDonough School of Business
International Business Management
Wellesley College
BA, Political Science, Japanese Studies
Export-Import Bank of the United States November 2014 - Present
KeyCorp August 2010 - November 2014
Longbow Research 2007 - 2010
OPIC January 2004 - January 2007
Office of the Comptroller of the Currency 2007 - 2007
KeyCorp, Victory Capital Management 2001 - 2001
Fuserashi International Technology 1999 - 2000
Japan Exchange and Teaching Programme 1996 - 1999
Skills
Financial Modeling, Investments, Analysis, Portfolio Management, Strategy, Editing, Risk Management, Project Management, Writing, Accounting, Banking, Forecasting, Project Finance, Financial Analysis, Capital Markets, Corporate Finance, Quantitative Risk...
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Economics, Japanese
Georgetown University - The McDonough School of Business
International Business Management
Wellesley College
BA, Political Science, Japanese Studies
Maria Ozcariz Resende's Longbow Research Experience August 2009 - May 2010
Job Disbursing Tech at US Army
Industry Research
Experience
US Army September 2013 - Present
Cleveland State University January 2012 - August 2013
Cleveland State University January 2011 - August 2013
Longbow Research August 2009 - May 2010
Kent State University August 2007 - May 2009
Skills
Translation, Marketing Communications
Education
Cleveland State University 2010 — 2012
Master of Arts, Global Business Interactions
Kent State University 2007 — 2009
Master of Arts, Translation (Spanish>English)
Lewis-Clark State College 2004 — 2007
Bachelor, English
US Army September 2013 - Present
Cleveland State University January 2012 - August 2013
Cleveland State University January 2011 - August 2013
Longbow Research August 2009 - May 2010
Kent State University August 2007 - May 2009
Skills
Translation, Marketing Communications
Education
Cleveland State University 2010 — 2012
Master of Arts, Global Business Interactions
Kent State University 2007 — 2009
Master of Arts, Translation (Spanish>English)
Lewis-Clark State College 2004 — 2007
Bachelor, English
Ben Loper's Longbow Research Experience June 2009 - April 2010
Job Senior Strategist Treasury/DCM at BBVA Compass
Industry Capital Markets
Experience
BBVA Compass February 2012 - Present
FBR April 2010 - February 2012
Longbow Research June 2009 - April 2010
Skills
Equity Research, Valuation, Financial Modeling, Equities, Financial Analysis, Private Equity, Finance, Competitive Analysis, Portfolio Management, Corporate Finance, Industry Analysis, CCAR, Machine Learning, Big Data, Python, Hadoop, Artificial Intelligence, Automated Trading, Bloomberg, SQL, Cloud Computing, Debt & Equity Capital..., Apache Spark
Education
Vanderbilt University 2008 — 2009
M.S., Finance
Auburn University 2003 — 2006
B.A., Economics
Georgia Institute of Technology
Master's Degree, Computer Science
BBVA Compass February 2012 - Present
FBR April 2010 - February 2012
Longbow Research June 2009 - April 2010
Skills
Equity Research, Valuation, Financial Modeling, Equities, Financial Analysis, Private Equity, Finance, Competitive Analysis, Portfolio Management, Corporate Finance, Industry Analysis, CCAR, Machine Learning, Big Data, Python, Hadoop, Artificial Intelligence, Automated Trading, Bloomberg, SQL, Cloud Computing, Debt & Equity Capital..., Apache Spark
Education
Vanderbilt University 2008 — 2009
M.S., Finance
Auburn University 2003 — 2006
B.A., Economics
Georgia Institute of Technology
Master's Degree, Computer Science
Stephen Dobi's Longbow Research Experience February 2010 - April 2013
Job Supervisory Analyst
Industry Research
Experience
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
Tony Manocchio's Longbow Research Experience November 2004 - April 2009
Job Institutional Equity Sales at Northcoast Research
Industry Investment Management
Experience
Northcoast Research May 2009 - Present
Longbow Research November 2004 - April 2009
FTN Midwest Research April 1996 - November 2004
Skills
Series 7, Financial Modeling, Valuation, Equity Research, Investments, Capital Markets, Portfolio Management, Equity Valuation, Hedge Funds, Securities, Asset Management, Bloomberg, Investment Management, Investment Banking, Alternative Investments
Education
Cleveland State University 1996 — 1997
MBA, Marketing
John Carroll University 1988 — 1992
BSBA, Finance
Northcoast Research May 2009 - Present
Longbow Research November 2004 - April 2009
FTN Midwest Research April 1996 - November 2004
Skills
Series 7, Financial Modeling, Valuation, Equity Research, Investments, Capital Markets, Portfolio Management, Equity Valuation, Hedge Funds, Securities, Asset Management, Bloomberg, Investment Management, Investment Banking, Alternative Investments
Education
Cleveland State University 1996 — 1997
MBA, Marketing
John Carroll University 1988 — 1992
BSBA, Finance
Steve Wank's Longbow Research Experience 2005 - 2008
Job CFO/CCO at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates September 2008 - Present
Longbow Research 2005 - 2008
Cohen & Company 2000 - 2005
Skills
Series 7, Accounting, Financial Analysis, SEC filings, Tax, Investments, Operations Management, Compliance, Broker-Dealer, Hedge Funds, Investment Advisor...
Education
Bowling Green State University 1995 — 1999
Accounting, accounting
Zelman & Associates September 2008 - Present
Longbow Research 2005 - 2008
Cohen & Company 2000 - 2005
Skills
Series 7, Accounting, Financial Analysis, SEC filings, Tax, Investments, Operations Management, Compliance, Broker-Dealer, Hedge Funds, Investment Advisor...
Education
Bowling Green State University 1995 — 1999
Accounting, accounting
Ryan Kearns's Longbow Research Experience 2014 - Present
Job Institutional Equity Sales at Longbow Research
Industry Capital Markets
Experience
Longbow Research 2014 - Present
Citi June 2013 - March 2014
David J. Briggs - Attorney-At-Law September 2010 - December 2011
MetLife June 2009 - August 2009
Thomas Roulston Investment Partners, Inc. January 2009 - March 2009
City of Buffalo Common Council May 2007 - August 2007
Skills
Equities, Equity Research, Institutional Sales, Hedge Funds, Pension Funds, Asset Managment, Nutrition, Personal Development
Education
John Carroll University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
St. Joseph's Collegiate Institute 2002 — 2006
College Prep
Longbow Research 2014 - Present
Citi June 2013 - March 2014
David J. Briggs - Attorney-At-Law September 2010 - December 2011
MetLife June 2009 - August 2009
Thomas Roulston Investment Partners, Inc. January 2009 - March 2009
City of Buffalo Common Council May 2007 - August 2007
Skills
Equities, Equity Research, Institutional Sales, Hedge Funds, Pension Funds, Asset Managment, Nutrition, Personal Development
Education
John Carroll University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
St. Joseph's Collegiate Institute 2002 — 2006
College Prep
Phil Terpolilli's Longbow Research Experience December 2012 - November 2014
Job Vice President, Healthy Living Analyst at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities December 2014 - Present
Longbow Research December 2012 - November 2014
Longbow Research May 2007 - November 2012
Skills
Equity Research, Financial Modeling
Education
John Carroll University 2003 — 2007
B.S., Management
McQuaid Jesuit 1999 — 2003
Wedbush Securities December 2014 - Present
Longbow Research December 2012 - November 2014
Longbow Research May 2007 - November 2012
Skills
Equity Research, Financial Modeling
Education
John Carroll University 2003 — 2007
B.S., Management
McQuaid Jesuit 1999 — 2003
Brian Esser's Longbow Research Experience April 2009 - December 2009
Job Director at Premier healthcare alliance
Industry Hospital & Health Care
Experience
Premier healthcare alliance October 2013 - Present
Dixon Hughes Goodman LLP January 2013 - October 2013
Dixon Hughes Goodman LLP January 2010 - January 2013
Longbow Research April 2009 - December 2009
Pfizer June 2006 - April 2009
Skills
Healthcare Consulting, Project Management, Financial Modeling, Clinical Integration..., Physician Alignment, Service Line..., Change Management, People Development, Financial Analysis, Healthcare, Project Planning, Business Strategy, Leadership, Strategic Planning, Strategy, Sales, Finance, Nonprofits, Management Consulting, Integration
Education
Weatherhead School of Management at Case Western Reserve University 2006 — 2009
MBA, Finance
The Ohio State University Fisher College of Business 1999 — 2003
BS, Finance, International Business
Premier healthcare alliance October 2013 - Present
Dixon Hughes Goodman LLP January 2013 - October 2013
Dixon Hughes Goodman LLP January 2010 - January 2013
Longbow Research April 2009 - December 2009
Pfizer June 2006 - April 2009
Skills
Healthcare Consulting, Project Management, Financial Modeling, Clinical Integration..., Physician Alignment, Service Line..., Change Management, People Development, Financial Analysis, Healthcare, Project Planning, Business Strategy, Leadership, Strategic Planning, Strategy, Sales, Finance, Nonprofits, Management Consulting, Integration
Education
Weatherhead School of Management at Case Western Reserve University 2006 — 2009
MBA, Finance
The Ohio State University Fisher College of Business 1999 — 2003
BS, Finance, International Business
Matthew Brooklier's Longbow Research Experience May 2012 - Present
Job Senior Equity Research Analyst Transportation at Longbow Research
Industry Financial Services
Experience
Longbow Research May 2012 - Present
Piper Jaffray June 2009 - December 2011
GE Commercial Finance August 2006 - May 2008
Bear, Stearns & Company Inc September 2001 - August 2006
Skills
Logistics
Education
Fairfield, Connecticut Fairfield University, Charles E. Dolan School of Business
Bachelor of Science, Finance
Murdoch University
International Finance
Longbow Research May 2012 - Present
Piper Jaffray June 2009 - December 2011
GE Commercial Finance August 2006 - May 2008
Bear, Stearns & Company Inc September 2001 - August 2006
Skills
Logistics
Education
Fairfield, Connecticut Fairfield University, Charles E. Dolan School of Business
Bachelor of Science, Finance
Murdoch University
International Finance
Chris Olin's Longbow Research Experience February 2003 - February 2006
Job President The Olin Research Group
Industry Publishing
Experience
Rosenblatt Securities August 2015 - Present
The Olin Research Group May 2015 - Present
Cleveland Research Company July 2006 - May 2015
Longbow Research February 2003 - February 2006
Skills
Equity Research, Financial Modeling, Valuation, Competitive Analysis, Market Research, Series 7, Data Analysis, Financial Analysis, Series 63, Microsoft Excel, Research, Forecasting, Bloomberg, PowerPoint
Education
Eastern Michigan University 1995 — 1998
Bachelor of Applied Science (BASc), Economics
Mount Union College 1993 — 1994
Olmsted Falls High School (OFHS) 1990 — 1993
Diploma
Rosenblatt Securities August 2015 - Present
The Olin Research Group May 2015 - Present
Cleveland Research Company July 2006 - May 2015
Longbow Research February 2003 - February 2006
Skills
Equity Research, Financial Modeling, Valuation, Competitive Analysis, Market Research, Series 7, Data Analysis, Financial Analysis, Series 63, Microsoft Excel, Research, Forecasting, Bloomberg, PowerPoint
Education
Eastern Michigan University 1995 — 1998
Bachelor of Applied Science (BASc), Economics
Mount Union College 1993 — 1994
Olmsted Falls High School (OFHS) 1990 — 1993
Diploma
Brian Postol's Longbow Research Experience Vice PresidentA.G. Edwards & Sons, Inc.September 1989 - November 2007
Job Vice President at Longbow Research
Industry Investment Management
Experience
Longbow Research Vice PresidentA.G. Edwards & Sons, Inc.September 1989 - November 2007
Education
Saint Louis University 1989 — 1991
MBA, Finance
University of Tulsa 1985 — 1989
BSBA, Finance
Longbow Research Vice PresidentA.G. Edwards & Sons, Inc.September 1989 - November 2007
Education
Saint Louis University 1989 — 1991
MBA, Finance
University of Tulsa 1985 — 1989
BSBA, Finance
Mac Muirhead's Longbow Research Experience February 2011 - August 2012
Job Vice President, Assistant Chief Investment Officer at Winslow Asset Management
Industry Investment Management
Experience
Winslow Asset Management January 2015 - Present
Winslow Asset Management September 2012 - Present
Longbow Research February 2011 - August 2012
KVO Capital Management September 2008 - February 2011
L-3 Communications January 2008 - September 2008
The Boeing Company February 2004 - December 2007
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
MBA, Finance
Princeton University 1999 — 2003
BSE, Electrical Engineering
Winslow Asset Management January 2015 - Present
Winslow Asset Management September 2012 - Present
Longbow Research February 2011 - August 2012
KVO Capital Management September 2008 - February 2011
L-3 Communications January 2008 - September 2008
The Boeing Company February 2004 - December 2007
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
MBA, Finance
Princeton University 1999 — 2003
BSE, Electrical Engineering
Samantha Geaney's Longbow Research Experience February 2014 - April 2014
Job Corporate Finance Analyst at Materion Corporation
Industry Mining & Metals
Experience
Materion Corporation November 2014 - Present
Brown Gibbons Lang & Company April 2014 - November 2014
Longbow Research February 2014 - April 2014
Northcoast Research December 2013 - February 2014
Northcoast Research August 2013 - November 2013
Nordson Corporation May 2012 - November 2012
Internal Revenue Service January 2012 - April 2012
Crowe Horwath LLP June 2009 - August 2009
Skills
Corporate Law, Corporate Tax, Financial Analysis, Microsoft Excel, Accounting, Public Speaking, SEC filings, Finance, Corporate Governance, Financial Reporting, Capital Markets, Investments, Securities, Microsoft Word, Civil Litigation
Education
Case Western Reserve University School of Law 2010 — 2013
Juris Doctor (J.D.), Business Organizations
Ohio University 2005 — 2009
Bachelor's Degree, Accounting and Business Pre-Law
Materion Corporation November 2014 - Present
Brown Gibbons Lang & Company April 2014 - November 2014
Longbow Research February 2014 - April 2014
Northcoast Research December 2013 - February 2014
Northcoast Research August 2013 - November 2013
Nordson Corporation May 2012 - November 2012
Internal Revenue Service January 2012 - April 2012
Crowe Horwath LLP June 2009 - August 2009
Skills
Corporate Law, Corporate Tax, Financial Analysis, Microsoft Excel, Accounting, Public Speaking, SEC filings, Finance, Corporate Governance, Financial Reporting, Capital Markets, Investments, Securities, Microsoft Word, Civil Litigation
Education
Case Western Reserve University School of Law 2010 — 2013
Juris Doctor (J.D.), Business Organizations
Ohio University 2005 — 2009
Bachelor's Degree, Accounting and Business Pre-Law
Gausia F Chowdhury's Longbow Research Experience April 2015 - Present
Job Junior Research Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research April 2015 - Present
Longbow Research October 2006 - Present
Compass Group of Wachovia Securities January 2006 - March 2006
Wachovia Securities, LLC June 2005 - December 2005
Laurel School 2001 - 2003
Skills
Financial Analysis, Equity Research, Microsoft Excel, Microsoft Office
Education
Case Western Reserve University 2002 — 2006
BS, Management Finance, English
Laurel School 1998 — 2002
Longbow Research April 2015 - Present
Longbow Research October 2006 - Present
Compass Group of Wachovia Securities January 2006 - March 2006
Wachovia Securities, LLC June 2005 - December 2005
Laurel School 2001 - 2003
Skills
Financial Analysis, Equity Research, Microsoft Excel, Microsoft Office
Education
Case Western Reserve University 2002 — 2006
BS, Management Finance, English
Laurel School 1998 — 2002
Christian Lenahan's Longbow Research Experience 2005 - Present
Job Institutional Sales at Longbow Research
Industry Capital Markets
Experience
Longbow Research 2005 - Present
IDEXX Laboratories 2003 - 2005
BearingPoint 2002 - 2003
United States Air Force 1997 - 2002
Skills
Financial Modeling, Strategic Planning, Process Improvement, Financial Analysis, Microsoft Excel, Competitive Analysis, Valuation, Microsoft Office, Market Research, Military, DoD, Forecasting, Corporate Finance, Equity Research, Management Consulting
Education
University of West Florida - College of Business 1998 — 2000
MBA, Business Administration and Management, General
United States Air Force Academy 1993 — 1997
BS, Social Sciences
Longbow Research 2005 - Present
IDEXX Laboratories 2003 - 2005
BearingPoint 2002 - 2003
United States Air Force 1997 - 2002
Skills
Financial Modeling, Strategic Planning, Process Improvement, Financial Analysis, Microsoft Excel, Competitive Analysis, Valuation, Microsoft Office, Market Research, Military, DoD, Forecasting, Corporate Finance, Equity Research, Management Consulting
Education
University of West Florida - College of Business 1998 — 2000
MBA, Business Administration and Management, General
United States Air Force Academy 1993 — 1997
BS, Social Sciences
Marlene Nativelle-Amable's Longbow Research Experience August 2009 - June 2010
Job EnglishFrench Translator
Industry Translation and Localization
Experience
International Baccalaureate 2011 - Present
Home September 2007 - November 2010
Longbow Research August 2009 - June 2010
Skills
Localization, Translation, Market Research, English, Technical Translation, Foreign Languages, French, Linguistics, International Relations, Multilingual, Intercultural..., Proofreading, Editing, Trados
Education
Kent State University 2007 — 2009
Master's, Translation Studies
International Baccalaureate 2011 - Present
Home September 2007 - November 2010
Longbow Research August 2009 - June 2010
Skills
Localization, Translation, Market Research, English, Technical Translation, Foreign Languages, French, Linguistics, International Relations, Multilingual, Intercultural..., Proofreading, Editing, Trados
Education
Kent State University 2007 — 2009
Master's, Translation Studies
JoAnne Feeney's Longbow Research Experience December 2010 - April 2013
Job Portfolio Manager at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management March 2015 - Present
ABR Investment Strategy July 2013 - March 2015
High Peaks Analytics April 2013 - June 2013
Longbow Research December 2010 - April 2013
FTN Equity Capital Markets (a.k.a. Midwest Research) June 2006 - February 2010
Punk, Ziegel & Company May 2004 - June 2006
Albany NanoTech 2002 - 2004
University at Albany - State University of New York 1998 - 2004
CU-Boulder 1990 - 1998
Skills
Equity Research, Valuation, Financial Analysis, Economic Modeling, Financial Economics, Financial Modeling, Business Intelligence, Business Strategy, Business Analysis, Strategy, Start-ups, Mergers & Acquisitions, Venture Capital, Investment Banking, Competitive Analysis, Product Development, Business Development, Economics, Equity Valuation, Investments, Market Research, Finance, Semiconductors, Market Analysis, Private Equity, Forecasting, Analysis, Equities
Education
Union College, Schenectady, NY
Bachelor's Degree, Economics
University of Rochester
Doctor of Philosophy (Ph.D.), International Trade and Finance, Macroeconomics, Finance
Advisors Capital Management March 2015 - Present
ABR Investment Strategy July 2013 - March 2015
High Peaks Analytics April 2013 - June 2013
Longbow Research December 2010 - April 2013
FTN Equity Capital Markets (a.k.a. Midwest Research) June 2006 - February 2010
Punk, Ziegel & Company May 2004 - June 2006
Albany NanoTech 2002 - 2004
University at Albany - State University of New York 1998 - 2004
CU-Boulder 1990 - 1998
Skills
Equity Research, Valuation, Financial Analysis, Economic Modeling, Financial Economics, Financial Modeling, Business Intelligence, Business Strategy, Business Analysis, Strategy, Start-ups, Mergers & Acquisitions, Venture Capital, Investment Banking, Competitive Analysis, Product Development, Business Development, Economics, Equity Valuation, Investments, Market Research, Finance, Semiconductors, Market Analysis, Private Equity, Forecasting, Analysis, Equities
Education
Union College, Schenectady, NY
Bachelor's Degree, Economics
University of Rochester
Doctor of Philosophy (Ph.D.), International Trade and Finance, Macroeconomics, Finance
Jared Madlin's Longbow Research Experience June 2010 - April 2012
Job at PresPoint Capital
Industry Investment Management
Experience
PresPoint Capital May 2014 - Present
Piper Jaffray April 2012 - May 2014
Longbow Research June 2010 - April 2012
Longbow Research January 2010 - May 2010
Education
John Carroll University 2006 — 2010
BSBA, Finance
PresPoint Capital May 2014 - Present
Piper Jaffray April 2012 - May 2014
Longbow Research June 2010 - April 2012
Longbow Research January 2010 - May 2010
Education
John Carroll University 2006 — 2010
BSBA, Finance
Brian Postol's Longbow Research Experience January 2009 - October 2009
Job Sector Equity Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2010 - Present
Longbow Research January 2009 - October 2009
Jesup & Lamont January 2008 - December 2008
A.G. Edwards September 1989 - October 2007
Skills
Financial Analysis, Portfolio Management, Investments, Series 7, Risk Management, Financial Modeling, Asset Management, Valuation, Equity Research
Education
Saint Louis University 1990 — 1992
Masters of Business Administration, Finance, General
University of Tulsa 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors, LLC March 2010 - Present
Longbow Research January 2009 - October 2009
Jesup & Lamont January 2008 - December 2008
A.G. Edwards September 1989 - October 2007
Skills
Financial Analysis, Portfolio Management, Investments, Series 7, Risk Management, Financial Modeling, Asset Management, Valuation, Equity Research
Education
Saint Louis University 1990 — 1992
Masters of Business Administration, Finance, General
University of Tulsa 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Tom Nock's Longbow Research Experience September 2011 - July 2012
Job Institutional Sales at Longbow Research
Industry Financial Services
Experience
TPN35 LLC January 2013 - Present
Longbow Research September 2011 - July 2012
Nock Inc May 1989 - May 2011
Jefferies & Company October 1987 - May 1989
Education
Hamilton College 1981 — 1985
St. Ignatius High School 1977 — 1981
TPN35 LLC January 2013 - Present
Longbow Research September 2011 - July 2012
Nock Inc May 1989 - May 2011
Jefferies & Company October 1987 - May 1989
Education
Hamilton College 1981 — 1985
St. Ignatius High School 1977 — 1981
Alison Wolf, Chartered Financial Analyst, CIA's Longbow Research Experience June 2007 - January 2011
Job Director, Client Solutions Freedonia Custom Research
Industry Market Research
Experience
Freedonia Group January 2011 - Present
Longbow Research June 2007 - January 2011
Skills
Competitive Analysis, Strategic Planning, Market Research, Competitive Intelligence, Business Development, Forecasting, Analysis, Business Strategy, Financial Modeling, Data Analysis, Economics
Education
Wilfrid Laurier University 1994 — 1995
MBA, Finance
McGill University 1989 — 1992
BA, Political Science
Freedonia Group January 2011 - Present
Longbow Research June 2007 - January 2011
Skills
Competitive Analysis, Strategic Planning, Market Research, Competitive Intelligence, Business Development, Forecasting, Analysis, Business Strategy, Financial Modeling, Data Analysis, Economics
Education
Wilfrid Laurier University 1994 — 1995
MBA, Finance
McGill University 1989 — 1992
BA, Political Science
Lena Buttkus's Longbow Research Experience November 2011 - January 2012
Job Law Student at Cleveland State University
Industry Law Practice
Experience
Quadax, Inc. November 2013 - August 2015
OEConnection January 2013 - November 2013
Longbow Research November 2011 - January 2012
Quooco June 2011 - August 2011
Skills
German, English, French, Market Research, Goal Oriented, Account Management, E-commerce
Education
Cleveland State University - Cleveland-Marshall College of Law 2015 — 2018
Baldwin Wallace University 2009 — 2012
Bachelor of Arts (BA), International Business / French
Quadax, Inc. November 2013 - August 2015
OEConnection January 2013 - November 2013
Longbow Research November 2011 - January 2012
Quooco June 2011 - August 2011
Skills
German, English, French, Market Research, Goal Oriented, Account Management, E-commerce
Education
Cleveland State University - Cleveland-Marshall College of Law 2015 — 2018
Baldwin Wallace University 2009 — 2012
Bachelor of Arts (BA), International Business / French
Lydia Rezie's Longbow Research Experience January 2008 - June 2011
Job Supervisory Analyst at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2011 - Present
Dominick & Dominick LLC February 2012 - June 2013
Longbow Research January 2008 - June 2011
Margolin & Associates November 2006 - December 2007
KeyBanc Capital Markets June 2004 - October 2006
KeyBanc Capital Markets June 2002 - May 2004
J.P. Morgan September 2000 - September 2001
Skills
Equities, Series 7, Equity Research, Capital Markets, Series 63, Series 24, Series 87, Bloomberg, Equity Valuation, Securities, FINRA, Investment Banking, Investments
Education
Case Western Reserve University
M.A, English Literature
Case Western Reserve University 1994 — 1999
B.A, English Literature
Cantor Fitzgerald December 2011 - Present
Dominick & Dominick LLC February 2012 - June 2013
Longbow Research January 2008 - June 2011
Margolin & Associates November 2006 - December 2007
KeyBanc Capital Markets June 2004 - October 2006
KeyBanc Capital Markets June 2002 - May 2004
J.P. Morgan September 2000 - September 2001
Skills
Equities, Series 7, Equity Research, Capital Markets, Series 63, Series 24, Series 87, Bloomberg, Equity Valuation, Securities, FINRA, Investment Banking, Investments
Education
Case Western Reserve University
M.A, English Literature
Case Western Reserve University 1994 — 1999
B.A, English Literature
Sean Wagner's Longbow Research Experience May 2012 - November 2014
Job Equity Research Associate
Industry Research
Experience
Wedbush Securities November 2014 - Present
Longbow Research May 2012 - November 2014
AIG March 2009 - September 2011
AIG June 2007 - August 2007
Old Greenwich Capital Partners, LP May 2006 - August 2006
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Minor: Economics
Wedbush Securities November 2014 - Present
Longbow Research May 2012 - November 2014
AIG March 2009 - September 2011
AIG June 2007 - August 2007
Old Greenwich Capital Partners, LP May 2006 - August 2006
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Minor: Economics
Ken Leighton's Longbow Research Experience January 2015 - Present
Job Institutional Equity Sales at Longbow Research
Industry Financial Services
Experience
Longbow Research January 2015 - Present
Northcoast Research May 2009 - December 2014
FTN Equity Capital Markets April 2006 - April 2009
Education
John Carroll University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Dayton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Solon High School
Solon High School
Longbow Research January 2015 - Present
Northcoast Research May 2009 - December 2014
FTN Equity Capital Markets April 2006 - April 2009
Education
John Carroll University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Dayton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Solon High School
Solon High School
Patrick Hearns's Longbow Research Experience 2003 - Present
Job Senior Institutional Sales at Longbow Research
Industry Financial Services
Experience
Longbow Research 2003 - Present
Midwest Research January 1998 - March 2002
Instinet Incorporated January 1992 - April 1997
Education
New York University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Case Western Reserve University 1983 — 1987
Bachelor of Arts (BA), Business Administration and Management, General
Longbow Research 2003 - Present
Midwest Research January 1998 - March 2002
Instinet Incorporated January 1992 - April 1997
Education
New York University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Case Western Reserve University 1983 — 1987
Bachelor of Arts (BA), Business Administration and Management, General
Guangguang (Norman) Zhang's Longbow Research Experience May 2007 - July 2007
Job Higher Education Professional
Industry Higher Education
Experience
Cleveland State University August 2009 - December 2010
Cleveland State University January 2007 - December 2007
Longbow Research May 2007 - July 2007
University of New Brunswick January 2001 - May 2002
Education
Cleveland State University 2009 — 2010
Doctor of Business Administration (DBA)
CFA Institute
Chartered Financial Analyst (CFA) Level II
Cleveland State University 2005 — 2007
Master's degree, Financial Accounting and Auditing
University of New Brunswick 2000 — 2002
Master of Business Administration (MBA)
Cleveland State University August 2009 - December 2010
Cleveland State University January 2007 - December 2007
Longbow Research May 2007 - July 2007
University of New Brunswick January 2001 - May 2002
Education
Cleveland State University 2009 — 2010
Doctor of Business Administration (DBA)
CFA Institute
Chartered Financial Analyst (CFA) Level II
Cleveland State University 2005 — 2007
Master's degree, Financial Accounting and Auditing
University of New Brunswick 2000 — 2002
Master of Business Administration (MBA)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY