MKM Partners

Description

Address: 300 First Stamford Pl, Stamford, CT 06902 Phone: (203) 861-9060Category: : : Website: Place name: : : : Hours: : Website: http://mkmpartners.com/ Category: Financial Planner 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. 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 MKM Partners Posting publicly on the Web Write a review Reviews 3 Google reviews

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MKM Partners Employees

Employee
Years
Job
Industry
Darren Marcus, CFA Darren Marcus, CFA Greater New York City Area Details
Darren Marcus, CFA's MKM Partners Experience March 2012 - Present
Job Executive Director Equity Research at MKM Partners
Industry Financial Services
Experience
MKM Partners   March 2012 - Present
Soleil Securities / Ticonderoga Securities   October 2008 - January 2012
Calyon  2006 - February 2011
Calyon Securities (USA)   2006 - 2008
OppenheimerFunds  2006 - 2006
OppenheimerFunds  2006 - 2006
Prudential Financial  2003 - 2006
Datek Online  1998 - 2001

Skills
Series 7, Equities, Financial Analysis, Mutual Funds, Equity Research, Bloomberg, Series 63, Capital Markets, Securities, Financial Modeling, Equity Valuation, Investments, Valuation, Investment Strategies, Financial Markets, Asset Management, Investment Banking, Trading, Derivatives, FINRA, Alternative Investments

Education
New York University - Leonard N. Stern School of Business   2001 — 2003
MBA, Finance / Accounting

The College of New Jersey   1994 — 1998
BA, Psychology

WHS

WHS

woodbridge high

Christopher Dodson Christopher Dodson Greater New York City Area Details
Christopher Dodson's MKM Partners Experience June 2009 - August 2009
Job Associate at Gilder Gagnon Howe
Industry Financial Services
Experience
Gilder Gagnon Howe  February 2013 - Present
Arjent LLC  August 2012 - February 2013
Barclays Wealth  September 2010 - August 2012
MKM Partners   June 2009 - August 2009
FirstCommand Financial Planning   January 2008 - May 2008

Skills
Financial Modeling, Investment Banking, Asset Managment, Investments, Social Media, Research

Education
Dickinson College   2006 — 2010
BA, Policy Management

Landon School   1996 — 2006

Tony Lombardo Tony Lombardo Corona Del Mar, California Details
Tony Lombardo's MKM Partners Experience December 2012 - Present
Job MKM Partners
Industry Investment Management
Experience
MKM Partners   December 2012 - Present
Lombardo Group LLC   October 2005 - December 2012
BTIG  July 2009 - September 2012
JMG Capital Management LLC   January 2000 - January 2006
Pacific Exchange  1997 - 1999

Skills
Hedge Funds, Asset Managment, Investments, Equities, Alternative Investments, Fixed Income, Bloomberg, Equity Trading, Capital Markets, Securities, Trading, Portfolio Management, Equity Research, Investment Banking, Prime Brokerage, Series 7, ETFs, Options, High Yield, Series 63, Structured Products, Derivatives, Equity Derivatives

Education
University of San Diego   1985 — 1989
BBA, Finance

Miramonte HS

Dylan Hurd Dylan Hurd San Francisco, California Details
Dylan Hurd's MKM Partners Experience May 2012 - July 2012
Job Software Engineer at Clever Inc.
Industry Computer Software
Experience
Clever Inc.  August 2015 - Present
Microsoft  May 2014 - July 2014
University of Michigan  May 2013 - April 2014
MHacks  September 2013 - January 2014
MKM Partners   May 2012 - July 2012

Skills
C++, Python, Eclipse, Java, JavaScript, Software Development, Software Engineering, Databases, Spring, Web Applications, Analysis, Statistics, Algorithms, Machine Learning, LaTeX, Matlab

Education
University of Michigan   2011 — 2015
Bachelor of Engineering (BEng), Computer Science and Engineering, Minor in Business

Ross Sparenblek Ross Sparenblek Greater New York City Area Details
Ross Sparenblek's MKM Partners Experience March 2013 - November 2014
Job Equity Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company  November 2014 - Present
MKM Partners   March 2013 - November 2014
PIMCO  June 2012 - August 2012
4086 Advisors  August 2011 - December 2011
Chicago Board of Trade  May 2011 - August 2011

Skills
Financial Modeling, Valuation, Financial Analysis, Data Analysis, Portfolio Management, Equities, Fixed Income, Derivatives, Bloomberg, Equity Research, Trading, Investments, Asset Allocation, Financial Risk, Options

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science, Finance

Chris Hsuan, CFA Chris Hsuan, CFA San Diego, California Details
Chris Hsuan, CFA's MKM Partners Experience June 2014 - July 2015
Job Private Equity Associate at StepStone Group
Industry Investment Management
Experience
StepStone Group  August 2015 - Present
MKM Partners   June 2014 - July 2015
Langa Holdings   June 2013 - June 2014
Burlingame Asset Management, LLC   June 2010 - June 2013
The Fuller Foundation  July 2007 - August 2008

Skills
Equity Research, Visual Basic, Investment Valuation, Financial Modeling, Critical Thinking, Budgeting, Data Analysis, Excel, Editing, Financial Analysis, Organizing, Research, Factset, Bloomberg Terminal, EDGAR, Value Investing, Equity Valuation, Hedge Funds, Strategic Insight, DCF, Short Sales, Portfolio Management, Equities, Investments, Bloomberg, Valuation, Alternative Investments, Economics, Microsoft Excel, Budgets, Capital Markets, Options, Fixed Income, Derivatives, Equity Trading, Securities, VBA, Business Valuation, Analysis, Corporate Finance, Risk Management, Hedging, Buy-side, FINRA, Quantitative Analytics, Finance, Asset Management, Social Media, PowerPoint, Private Equity

Education
University of California, Berkeley   2007 — 2011

Laurie Palmer Laurie Palmer San Diego, California Details
Laurie Palmer's MKM Partners Experience April 2015 - Present
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

Jon LeCroy, MD, MBA Jon LeCroy, MD, MBA Greater Boston Area Details
Jon LeCroy, MD, MBA's MKM Partners Experience June 2011 - November 2014
Job Director, Demand Forecasting and Competitive Intelligence
Industry Pharmaceuticals
Experience
Ironwood Pharmaceuticals  November 2014 - Present
MKM Partners   June 2011 - November 2014
Hapoalim Securities  September 2009 - June 2011
Natixis  July 2004 - August 2009
Goldman Sachs  May 2001 - June 2004

Skills
Biotechnology, Valuation, Equities, Mutual Funds, Hedge Funds, Capital Markets, Sell Side, Pharmaceutical Industry, Equity Research, Pharmaceutics, Financial Modeling, Series 7, Investment Banking, Bloomberg, Series 63, Securities, Equity Valuation, Financial Analysis, Corporate Finance, Finance, Competitive Analysis, Market Analysis, Strategy, Business Strategy, Market Research

Education
Boston University - School of Management   1999 — 2001
MBA, Finance

University of South Florida   1993 — 1997
MD, Medicine

Wake Forest University   1989 — 1993
BS, Biology

Berkeley Preparatory School   1980 — 1989

Adam Weisman Adam Weisman Greater New York City Area Details
Adam Weisman's MKM Partners Experience November 2011 - September 2013
Job Managing Director at Northland Capital Markets
Industry Financial Services
Experience
Northland Capital Markets  April 2014 - Present
MKM Partners   November 2011 - September 2013
American Technology Research, Inc. / Gleacher Partners.   March 2003 - September 2011
Deutsche Bank Securities  May 2002 - February 2003
SoundView technology Group  March 1995 - June 2002
Mabon Securities  May 1992 - March 1995
Oppenheimer and Company  February 1990 - February 1992

Skills
Business Development, Management, Hedge Funds, Equity Research, Capital Markets, Bloomberg, Investment Banking, Securities, Valuation, Investments, Alternative Investments, Trading Systems, Asset Management, Fixed Income, Portfolio Management, Series 24, Derivatives, Electronic Trading, Private Equity, Financial Modeling, Venture Capital, New Business Development

Education
University of Delaware   1982 — 1986
Bachelor of Science (B.S.), Finance

Livingston High School   1978 — 1982

William Harrison William Harrison New York, New York Details
William Harrison's MKM Partners Experience August 2011 - February 2012
Job Managing Consultant at CrossCountry Consulting
Industry Financial Services
Experience
CrossCountry Consulting  April 2014 - Present
Ernst & Young  October 2013 - April 2014
EY  February 2012 - October 2013
MKM Partners   August 2011 - February 2012
Sandler O'Neill  June 2011 - August 2011
Con Edison  March 2006 - August 2009
US Army  May 2003 - March 2006

Skills
Risk Management, Financial Modeling, Equity Valuation, Sensitivity Analysis, Enterprise Valuation, Bloomberg Terminal, Microsoft Office, Problem Solving, Team Building, Valuation, Analysis, Hedge Funds, Alternative Investments, Corporate Finance, Due Diligence, Equities, Capital Markets, Bloomberg, Private Equity, Investment Banking, Fixed Income, Asset Management, Business Valuation, Derivatives, Equity Research, Investments, Mergers & Acquisitions

Education
University of Notre Dame - Mendoza College of Business   2009 — 2011
MBA, Investments

United States Military Academy at West Point   1999 — 2003
Bachelors in Science, Systems Engineering

Christian Holzer Christian Holzer Greater New York City Area Details
Christian Holzer's MKM Partners Experience July 2010 - July 2012
Job Quantitative Investment Strategies at CrossTree LLC
Industry Capital Markets
Experience
BNP Paribas  July 2012 - September 2013
MKM Partners   July 2010 - July 2012
Dresdner Kleinwort Securities LLC   June 2006 - July 2010
Societe Generale  November 2004 - June 2006
Deutsche Bank Securities  September 2001 - October 2004
Tiberius Global Volatility Fund   2000 - 2001
DLJ  June 1996 - February 2000
Morgan Stanley  1993 - 1995
Chicago Research and Trading  May 1992 - November 1993

Skills
Volatility Arbitrage, Dispersion Trading, Cross Selling, Equity Derivatives, Alternative Investments, Trading, Equities, Derivatives, Hedging, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Bloomberg, Trading Systems, Structured Products, Equity Trading, Credit Derivatives, Interest Rate..., Volatility, Structured Finance, Currency, Portfolio Management, Emerging Markets

Education
Penn State University   1990 — 1992
Master of Science (MS), Finance, General

University of Illinois at Urbana-Champaign - College of Business   1986 — 1990
BS, Finance

Tabatha Demmel Tabatha Demmel Greater New York City Area Details
Tabatha Demmel's MKM Partners Experience July 2012 - March 2014
Job Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities  June 2015 - Present
WallachBeth Capital  September 2014 - May 2015
MKM Partners   July 2012 - March 2014
MKM Partners   September 2010 - July 2012

Skills
Trading, Hedge Funds, Equities, Bloomberg, Securities, Series 7, Options, Fixed Income, FINRA, Series 63, Electronic Trading, Alternative Investments, Commodity

Education
SUNY Purchase   2006 — 2010
BA, Economics

Daniel Werber Daniel Werber Miami, Florida Details
Daniel Werber's MKM Partners Experience June 2012 - August 2012
Job Analyst at Rialto Capital Management
Industry Commercial Real Estate
Experience
Rialto Capital Management  April 2015 - Present
Jones Lang LaSalle  July 2013 - March 2015
Colgate University  September 2012 - May 2013
MKM Partners   June 2012 - August 2012
Chardan Capital Markets  June 2012 - June 2012

Skills
Research, Microsoft Excel, Public Speaking, Economics, Analysis, Data Analysis, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Statistics Analysis

Education
Colgate University   2009 — 2013
BS, Economics, Environmental Studies

SAINT ANDREW'S SCHOOL   2005 — 2009

Xerxes Bhote Xerxes Bhote Chicago, Illinois Details
Xerxes Bhote's MKM Partners Experience June 2015 - Present
Job Executive Director of Derivative Sales at MKM Partners
Industry Financial Services
Experience
MKM Partners   June 2015 - Present
TJM Investments, LLC  2001 - June 2015
CS First Boston  1995 - 2001
First Continental Trading, LLC   1989 - 1995
Discount Corp. of New York   1985 - 1989

Skills
Derivatives, Hedge Funds, Equity Derivatives, Portfolio Management, Options, Fixed Income, Equities, Investments, Capital, Funding, Business Development, Fund Of Funds, Mergers, Strategy, Securities, Financial Risk, Family Office, Financial Advisory, Back Office, Alternative Investments, Structured Finance, Trading Systems, FX Options, Trading, Leadership, Commodity, Mergers & Acquisitions

Education
University of Colorado at Boulder   1980 — 1984
BA, Economics & Political Science

Elizabeth Wallett Elizabeth Wallett Stamford, Connecticut Details
Elizabeth Wallett's MKM Partners Experience December 2014 - Present
Job Executive Administrative Assistant at MKM Partners
Industry Marketing and Advertising
Experience
MKM Partners   December 2014 - Present
J.P. Morgan   September 2014 - December 2014
Henkel  November 2013 - June 2014
HuskyTHON Dance Marathon  September 2013 - May 2014
University of Connecticut Office of Student Services and Advocacy   September 2012 - May 2014
Warscapes Online Magazine   September 2013 - December 2013
University of Connecticut Office of Transportation, Logistic, and Parking Services   September 2011 - December 2013
The New Britain Museum of American Art   May 2013 - August 2013
UConn Health Education Office   February 2013 - May 2013
Nutritional Sciences Research Lab   September 2010 - May 2012

Skills
Blogging, Press Releases, Editing, Advertising, Research, Event Planning, Marketing, Social Media, Leadership, Management, Sales, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel

Education
The University of Connecticut   2010 — 2014
Bachelor's degree, English Language and Literature, General

Cristina Mommsen Cristina Mommsen New York, New York Details
Cristina Mommsen's MKM Partners Experience June 2010 - August 2010
Job Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Sycamore Partners  September 2015 - Present
Morgan Stanley  June 2013 - July 2015
Morgan Stanley  June 2012 - August 2012
Morgan Stanley  September 2011 - November 2011
Morgan Stanley  June 2011 - August 2011
MKM Partners   June 2010 - August 2010

Skills
Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Economics, Microsoft Office, Bloomberg, Valuation, Research, Microsoft Word, Social Media, Financial Analysis, Data Analysis, Corporate Finance, Private Equity, Investments

Education
Northwestern University   2009 — 2013
Economics Major, Business Minor, Russian Minor

Phillips Academy   2007 — 2009
HS Diploma

Ben Gamer Ben Gamer Greater Boston Area Details
Ben Gamer's MKM Partners Experience March 2003 - November 2003
Job Vice President, Professional Services/Head of Recruiting at HealthEdge
Industry Hospital & Health Care
Experience
HealthEdge  August 2014 - Present
HealthEdge  May 2014 - August 2014
Charles River Development  February 2010 - April 2014
Charles River Development  September 2007 - February 2010
Charles River Development  August 2006 - September 2007
Charles River Development  January 2005 - August 2006
Charles River Development  2004 - 2005
MKM Partners   March 2003 - November 2003
SAC Capital Advisors  March 2001 - March 2003
Boston Financial Data Services  2000 - 2001

Skills
Trading Systems, Market Data, Fixed Income, Electronic Trading, Equities, Business Analysis, Management, Derivatives, Financial Markets, Professional Services, Consulting, Order Management, Resource Management, Equity Trading, Enterprise Software, Options, Portfolio Management, Middle Office, Bloomberg, Asset Management, Project Management, Trading, Financial Services, SaaS, Capital Markets, Securities, Risk Management, FX Options, Alternative Investments, Hedge Funds, Back Office, Investment Management, Mutual Funds, Strategic Partnerships, Negotiation, Recruiting, SDLC, Vendor Management

Education
Bentley University   1996 — 2000
BS, Finance

Danvers High School   1992 — 1996

Kevin Shea, CFA Kevin Shea, CFA Berwyn, Pennsylvania Details
Kevin Shea, CFA's MKM Partners Experience September 2007 - August 2010
Job Senior Equity Analyst at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners  April 2013 - Present
Empire Capital   June 2010 - April 2013
MKM Partners   September 2007 - August 2010
BlackRock  July 2005 - September 2007

Skills
Equity Research Analysis, Alternative Investments, Investment Management, Hedge Funds, Small Cap, Equity Capital Markets, Research, Market Research, Long/Short Equity, Financial Analysis, Team-oriented, Analysis, Investments, Valuation, Bloomberg, Equities, Equity Research, Financial Modeling

Education
Penn State University   2001 — 2005
Finance, Accounting

Waltham High School   1998 — 2001

Pete Kendall Pete Kendall Greater Boston Area Details
Pete Kendall's MKM Partners Experience September 2011 - Present
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners   September 2011 - Present
Peter Kendall Consulting, LLC   October 2009 - Present
Washington Redskins  August 2007 - March 2009
New York Jets  August 2004 - August 2007

Skills
Series 7, Series 63, Equities, Securities, Investments, Strategic Planning, Alternative Investments, Asset Management, Bloomberg, Capital Markets, ETFs, Equity Research, Equity Trading, FINRA, Financial Analysis, Financial Modeling, Hedge Funds, Portfolio Management, Sports Marketing, Trading, Valuation, Mutual Funds, Public Speaking

Education
Boston College - Carroll School of Management   1991 — 1995
BS, Marketing

Ben Osborn Ben Osborn Greater New York City Area Details
Ben Osborn's MKM Partners Experience December 2011 - September 2013
Job Research Associate Retail at Consumer Edge Research LLC
Industry Financial Services
Experience
Consumer Edge Research LLC  October 2013 - Present
MKM Partners   December 2011 - September 2013
Leonard Capital Markets   February 2011 - November 2011

Skills
Research, Microsoft Excel, Investments, Social Media, Microsoft Office, Equities, Financial Modeling, PowerPoint, Financial Analysis

Education
Grosse Pointe South

University of Michigan
BA, Economics, Applied Statistics

Walsh College

Walsh College

Dan Miele Dan Miele White Plains, New York Details
Dan Miele's MKM Partners Experience May 2009 - September 2010
Job Owner of Turn 7 Auto Care
Industry Automotive
Experience
Turn 7 Auto Detailing   September 2015 - Present
Axiom Technology Group  August 2013 - September 2015
Edge Technology Group  October 2010 - August 2013
MKM Partners   May 2009 - September 2010
Pepe Porsche   May 2002 - August 2004

Skills
Computer Network..., Vendor Management, Data Center, Networking, Juniper, Risk Management, Windows 7, Virtualization, Cloud Computing, Collateral Management, Project Management, Process Improvement, VMware, Network Design, Active Directory, Blackberry Enterprise..., Windows Server

Education
Pace University-Pleasantville/Briarcliff Campus   2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Shea Shepard Shea Shepard Greater New York City Area Details
Shea Shepard's MKM Partners Experience June 2009 - January 2010
Job Client Solutions Manager at Presidio
Industry Staffing and Recruiting
Experience
Presidio  January 2015 - Present
JW Michaels & Co.   2011 - 2015
New York Rangers  2011 - 2013
Onward Search  2010 - 2011
MKM Partners   June 2009 - January 2010

Skills
Technical Recruiting, Executive Search, Internet Recruiting, Talent Acquisition, Sourcing, Contract Recruitment, Temporary Placement, Staffing Services, Screening Resumes, Temporary Staffing, Applicant Tracking..., Permanent Placement, Cold Calling, Recruiting, Account Management, Social Media, Screening

Education
University of Colorado at Denver

University of Denver - Daniels College of Business

University of Maastricht

Greenwich High School

Canterbury School

William Robertson William Robertson Greater New York City Area Details
William Robertson's MKM Partners Experience November 2013 - Present
Job Managing Director at MKM Partners
Industry Financial Services
Experience
MKM Partners   November 2013 - Present
Lazard Capital Markets  August 2007 - November 2013
WR Hambrecht  September 2005 - August 2007
SoundView Technology Group  1997 - 2004
Gartner  1990 - 1997

Skills
Equities, Institutional Clients, Hedge Funds, Series 7, Capital Markets, Equity Trading, Investment Banking, Investments, Valuation, Series 63, Private Equity, Bloomberg, Financial Modeling, Trading, Asset Managment, Venture Capital, Trading Systems, Equity Research

Education
Columbia University - Columbia Business School   1987 — 1989
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   1978 — 1981
BS, Economics

Randy Diamond Randy Diamond Greater New York City Area Details
Randy Diamond's MKM Partners Experience June 2014 - Present
Job Executive Director Equity Sales and Trading at MKM Partners
Industry Financial Services
Experience
MKM Partners   June 2014 - Present
Miller Tabak and Co, LLC   October 2001 - June 2014
North River, LLC   1996 - 2000
Weiss Peck & Greer Investments   1993 - 1996

Education
State University of New York College at Oswego   1988 — 1992

State University of New York College at Oswego   1988 — 1992
BA, History, Political Science

Gabby Michnoff Gabby Michnoff New York, New York Details
Gabby Michnoff's MKM Partners Experience June 2014 - July 2014
Job Recruitment Coordinator at Betts Recruiting
Industry Staffing and Recruiting
Experience
Betts Recruiting  June 2015 - Present
University of Virginia  February 2015 - May 2015
Robin Hood  July 2014 - August 2014
MKM Partners   June 2014 - July 2014
Guggenheim Partners  June 2013 - August 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Research, Marketing, Event Planning, Leadership, Fundraising, Recruiting

Education
University of Virginia   2011 — 2015
Bachelor's Degree, Global Development

McIntire Business Institute at the University of Virginia   2014 — 2015

The Taft School   2008 — 2011

Sean Dunne Sean Dunne Greater New York City Area Details
Sean Dunne's MKM Partners Experience June 2007 - Present
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners   June 2007 - Present

Skills
Series 7, Bloomberg, Equity Research, Hedge Funds, Equities, Valuation, Financial Modeling, Series 63, Securitization, Strategic Partnerships, Business Development, Investments, Financial Structuring, Interest Rate Swaps, Collateral Management, Leveraged Finance, Capital Markets, Fixed Income, Alternative Investments, Financial Analysis, Portfolio Management

Education
Tulane University   2003 — 2007
MFin, Finance

Tulane University - A.B. Freeman School of Business   2003 — 2007
BSM, Finance

Yichuan Wang Yichuan Wang Ann Arbor, Michigan Details
Yichuan Wang's MKM Partners Experience June 2013 - August 2013
Job Research Assistant, "The Dynamics of Happiness: Evidence from Daily Panel Data" at University of Michigan
Industry Investment Management
Experience
University of Michigan  September 2013 - Present
Bridgewater Associates  2015 - 2015
Columbia Business School  June 2014 - July 2014
University of Michigan  February 2014 - June 2014
University of Michigan  June 2013 - June 2014
Synthenomics   March 2012 - March 2014
MKM Partners   June 2013 - August 2013
University of Michigan  September 2012 - May 2013

Skills
R, Microsoft Excel, Statistics, Monetary Economics, LyX, Teaching, Stata, Java, C++, Python, Public Policy, Macroeconomics, Research, Data Analysis, Analysis, Economics, Econometrics, Matlab, Data Mining, Time Series Analysis

Education
University of Michigan   2012 — 2016
Bachelor of Science (B.S.), Honors Mathematics, Honors Economics

London School of Economics -- Beijing University Summer School   2014 — 2014

HSSP

Jonathan D. Bloom Jonathan D. Bloom Greater New York City Area Details
Jonathan D. Bloom's MKM Partners Experience September 2015 - Present
Job Executive Director Sales Trading at MKM Partners
Industry Capital Markets
Experience
MKM Partners   September 2015 - Present
TJM Investments LLC  September 2008 - September 2015
Bear Stearns  May 2005 - August 2008
Deutsche Bank  2003 - 2005

Skills
Trading, Equities, ETFs, Electronic Trading, Equity Trading, Series 7, Portfolio Management, Commodity, Trading Systems, Fixed Income, Emerging Markets, Hedge Funds, Delta One, Capital Markets, Options, Bloomberg, Trade Ideas, Program Trading, Proprietary Trading, Hedging, Trading Strategies, Series 63, Market Making, Financial Markets, Swaps, Equity Derivatives, Middle Office, Derivatives, Series 24

Education
University at Albany, SUNY   1992 — 1995
B.A., Economics

Cresskill High School   1988 — 1991

Richard Bohack Richard Bohack Greater New York City Area Details
Richard Bohack's MKM Partners Experience 2011 - 2012
Job Vice President, Branch Manager & Operations Principal at Global Arena Capital Corp.
Industry Financial Services
Experience
Global Arena Capital Corp.  2013 - Present
Richard Bohack, Independent Consultant   2012 - 2013
MKM Partners   2011 - 2012
MetLife  August 2011 - November 2011
Schonfeld Group  1992 - 2011

Skills
Equities, Series 7, Securities, Trading, Series 63, Hedge Funds, Trading Systems, Bloomberg, Options, Equity Trading, Electronic Trading, Derivatives, FINRA, Fixed Income, Financial Services, Mutual Funds, Valuation, Capital Markets, Hedging, Back Office, Management, Series 24, Technical Analysis, Private Equity, Alternative Investments, Middle Office, Financial Modeling, Commodity, Emerging Markets, Financial Markets, Investment Banking

Education
Queens College
Communications

Saint John's University
Communications

State University of New York at New Paltz
German

Ethan M. Rothschild Ethan M. Rothschild Syracuse, New York Details
Ethan M. Rothschild's MKM Partners Experience 2012 - 2012
Job HR Management Trainee at Unilever
Industry Consumer Goods
Experience
Unilever  July 2015 - Present
Unilever  May 2014 - August 2014
NBC Olympics  January 2014 - February 2014
Mondelēz International  September 2013 - December 2013
Unilever  May 2013 - August 2013
MKM Partners   2012 - 2012

Skills
Public Speaking, Leadership, Research, Microsoft Office

Education
Syracuse University   2011 — 2015
B.S., Management & Public Relations majors, Geography minor

Manlius Pebble Hill School   2006 — 2011

John mclellan John mclellan New York, New York Details
John mclellan's MKM Partners Experience May 2014 - Present
Job Principal Broker at John B. McLellan, Licensed Real Estate Broker
Industry Real Estate
Experience
John B. McLellan, Licensed Real Estate Broker   April 2015 - Present
MKM Partners   May 2014 - Present
Phoenix partners group  July 2011 - May 2013
Miller Tabak + Co., LLC   2010 - 2012
jb mac   2002 - 2004

Skills
Trading, Bloomberg, Equities, Equity Trading, Electronic Trading, Equity Derivatives, Hedge Funds, Options, Trading Systems, Derivatives, Capital Markets, Series 7, Financial Markets, Fixed Income, Series 63, Equity Research, Securities, FINRA, Investment Banking, Bonds, Alternative Investments, Investments, Asset Management, Portfolio Management

Education
Baruch College   2009 — 2010
Master's degree, Finance, General

University of Delaware   1998 — 2002
Finance, General

University of Delaware   1998 — 2002
Bachelor's degree, Finance

Michael Bueti Michael Bueti Greater New York City Area Details
Michael Bueti's MKM Partners Experience August 2015 - August 2015
Job Student at Marist College
Industry Financial Services
Experience
MKM Partners   August 2015 - August 2015
Broadridge  June 2015 - August 2015
Mt. Kisco Wines & Spirits   June 2012 - June 2014

Skills
Leadership, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Team Building, Time Management, Client Services

Education
Marist College   2013 — 2017
B.S., Major: Finance, Minor: Economics, Junior

Syosset High School   2009 — 2013

Jaclyn Lionetta Jaclyn Lionetta New York, New York Details
Jaclyn Lionetta's MKM Partners Experience July 2012 - October 2013
Job Analyst at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services  October 2013 - Present
MKM Partners   July 2012 - October 2013
The Patriot Group, LLC  October 2011 - July 2012
Axceler  May 2011 - September 2011

Education
Fairfield University   2008 — 2012
Bachelor's degree, Accounting

Universitat Autonoma de Barcelona   2011 — 2011

Acton Boxborough Regional High School   2004 — 2008

Keith Arcuri Keith Arcuri Charlotte, North Carolina Details
Keith Arcuri's MKM Partners Experience May 2011 - December 2011
Job Control Room at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   April 2015 - Present
Barclays Investment Bank  August 2012 - April 2015
Makosi  August 2012 - October 2013
JPMorgan Chase  June 2012 - August 2012
MKM Partners   May 2011 - December 2011

Skills
Investments, Financial Analysis, Equities, Securities, Microsoft Excel, Microsoft Word, Bigdough, SAS, Evolve CRM System, Chorus Trading Book, Microsoft PowerPoint, Oracle, Toad 9.0, Actimize, Financial Markets, Auditing, PowerPoint, Finance, Bloomberg, Trading, Capital Markets

Education
Long Island University, C.W. Post Campus   2007 — 2011
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law

South Side High School   2003 — 2007
GED, International Baccalaureate (IB), Business Administration and Management, General

Zachary A. Miller Zachary A. Miller Madison, Connecticut Details
Zachary A. Miller's MKM Partners Experience June 2015 - September 2015
Job Royalty Analyst at Gelfand, Rennert & Feldman LLP
Industry Financial Services
Experience
Gelfand, Rennert & Feldman, LLP   September 2015 - Present
MKM Partners   June 2015 - September 2015
Merrill Lynch  June 2014 - August 2014

Skills
Team Leadership, Teamwork, Interpersonal Skills, Organization Skills, Research, Project Management, Customer Service, Management, Written Communication, Analytical Skills, Presentation Skills, Time Management, Microsoft Office, Sales, Data Analysis, Portfolio Management, Event Planning

Education
Gettysburg College   2011 — 2015
Bachelor of Arts (B.A.), Economics, Business Minor

Daniel Hand High School   2007 — 2011
High School Diploma

Brian T. Davis Brian T. Davis Greater New York City Area Details
Brian T. Davis's MKM Partners Experience May 2008 - August 2008
Job Equity Research Associate at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group  July 2015 - Present
Merrill Lynch  2012 - 2015
Wells Fargo Securities  2010 - 2012
MKM Partners   May 2008 - August 2008
Davis Capital Management   2004 - 2007

Skills
Equity Valuation, Research, Telecommunications, Financial Modeling, Equity Research, Financial Analysis, Banking, Investments, Portfolio Management, Equities

Education
Duke University - The Fuqua School of Business   2007 — 2009
MBA, Finance

SDA Bocconi   2009 — 2009
MBA, Finance

Vanderbilt University
BA, Psychology/Business Admin

Patrick McKeever Patrick McKeever Stamford, Connecticut Details
Patrick McKeever's MKM Partners Experience October 2007 - Present
Job Managing Director at MKM Partners
Industry Financial Services
Experience
MKM Partners   October 2007 - Present

Education
Boston College   1985 — 1989
Bachelor of Arts (B.A.)

James Wreden James Wreden Richmond, Virginia Details
James Wreden's MKM Partners Experience June 2012 - August 2012
Job Finance Student at Virginia Commonwealth University
Industry Financial Services
Experience
MKM Partners   June 2012 - August 2012
MKM Partners   June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, English, Windows, Marketing, Social Networking

Education
Virginia Commonwealth University   2013 — 2015
Finance, General

Hampden-Sydney College   2010 — 2013
Bachelor of Arts (B.A.), Business/Commerce, General

Deep Run High School

Pat Daley Pat Daley Greater Boston Area Details
Pat Daley's MKM Partners Experience July 2011 - August 2011
Job Student at Siena College
Industry Higher Education
Experience
New Hampshire Tomahawks   June 2008 - August 2012
MKM Partners   July 2011 - August 2011
Moquin & Daley   June 2008 - August 2010

Skills
Research, PowerPoint, Higher Education, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, SPSS, Social Media, Teamwork, Event Planning, Teaching, Social Networking

Education
Siena College   2008 — 2012
BS, Psychology

Chris O'Hara Chris O'Hara New York, New York Details
Chris O'Hara's MKM Partners Experience
Job Executive Director Equity Sales Trading at MKM Partners
Industry Financial Services
Experience
MKM Partners  

Skills
Bloomberg, Hedge Funds, Series 7, Equities, Trading, Series 63, Equity Research, Fixed Income, Capital Markets, Investments, Valuation, Alternative Investments

Education
Dartmouth College   1997 — 2001

Alexander Gould Alexander Gould Greater New York City Area Details
Alexander Gould's MKM Partners Experience June 2013 - August 2013
Job Financial Product Sales and Analytics at Bloomberg
Industry Financial Services
Experience
Bloomberg LP  July 2015 - Present
Bloomberg LP  May 2014 - August 2014
MKM Partners   June 2013 - August 2013
Vineyard Vines  June 2012 - August 2012
Chilmark Community Center  June 2012 - August 2012

Skills
Teamwork, Process Improvement, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Outlook, Strategic Planning, Research, Access, Accounting, Project Management, Public Speaking, Analysis, Social Media, Financial Modeling, Business Strategy, Market Research, Risk Management

Education
Elon University - Martha and Spencer Love School of Business   2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Finance

Westminster School   2007 — 2011

Ian Ing Ian Ing Austin, Texas Details
Ian Ing's MKM Partners Experience November 2013 - Present
Job Executive Director, MKM Partners
Industry Investment Management
Experience
MKM Partners   November 2013 - Present
Lazard Capital Markets  October 2011 - November 2013
Broadpoint Gleacher  December 2007 - August 2011
Lattice Semiconductor  October 2000 - December 2007
Motorola Inc  December 1998 - September 2000
Lucent Technologies  June 1997 - December 1998
Booz-Allen & Hamilton, New York   May 1996 - August 1996

Skills
Product Marketing, Semiconductors, Wireless, Product Development, FPGA, Management, Unix, ASIC, Leadership, Debugging, Analysis, RF, Marketing, Hardware, IP, EDA, Manufacturing, Sales, Marketing Management, Competitive Analysis, Access, Hardware Architecture, Product Management, Financial Modeling

Education
Columbia Business School   1995 — 1997
MBA, Marketing, Finance

Georgia Institute of Technology
MSEE, DSP, CMOS design, Communications

Peter Greene Peter Greene Greater New York City Area Details
Peter Greene's MKM Partners Experience March 2004 - July 2006
Job Sales and Business Development Consultant at Verde Energy USA
Industry Consumer Services
Experience
Verde Energy USA  August 2015 - Present
Connemara Consulting LLC.   May 2014 - Present
Direct Energy  May 2011 - July 2014
Fusion Analytics Investment Partners  2007 - May 2011
Hunter Ridge Capital   2006 - 2007
MKM Partners   March 2004 - July 2006
Fidelity Investments  September 1993 - March 2004
North Ledge Well Association   June 1992 - July 1996

Skills
Business Development, Business Strategy, Strategic Partnerships, Strategy, Direct Marketing, Management, Start-ups, Risk Management, Leadership, Sales, Customer Acquisition, Mergers & Acquisitions, Energy, CRM, Lead Generation, Coaching, Sales Management, P&L Management, Competitive Analysis, Trading, Analytics, Securities, Financial Modeling, Loyalty Programs, Portfolio Management, Customer Retention, Email Marketing, Partnership Marketing, Equities, Direct Mail, Technical Analysis, Salesforce.com, Asset Management, Team Leadership, Negotiation, Market Analysis, New Business Development, Wall Street, Affiliate Marketing, Business Travel, M&A experience, Partnerships, Key Account Management, Motivation, Franchising, Account Management

Education
Suffolk University - Sawyer School of Management   1986 — 1990
Bachelor of Business Administration (B.B.A.)

Boston College High School   1982 — 1986

Garrett Paolella Garrett Paolella Greater New York City Area Details
Garrett Paolella's MKM Partners Experience 2008 - 2012
Job Managing Partner & CEO, Recon Capital Partners
Industry Financial Services
Experience
Recon Capital Partners  January 2012 - Present
MKM Partners   2008 - 2012

Skills
Series 7, Series 63, Hedge Funds, Equities, Bloomberg, Series 65, Portfolio Management, Equity Trading, Derivatives Trading, series 55, Alternative Investments, Finacial Management, Financial Advisory, Fixed Income, Investment Strategies, Valuation, Securities, Investments, Technical Analysis, Financial Risk, Trading, Finance, ETFs, Equity Research, Asset Allocation, Investment Management, FINRA

Education
Roger Williams University   2004 — 2008
Bachelor of Science (B.S.), Finance and Financial Management

Brendan Shea Brendan Shea New York, New York Details
Brendan Shea's MKM Partners Experience April 2011 - December 2012
Job Equity Research Associate at William Blair & Company
Industry Capital Markets
Experience
William Blair & Company  January 2013 - Present
MKM Partners   April 2011 - December 2012
BlackRock  July 2008 - April 2011

Skills
Valuation, Analysis, Modeling, Series 7, Series 63, Financial Modeling, Equity Research, Bloomberg, Data Analysis, Excel, Factset, Thomson One, Microsoft Excel, Hedge Funds, Equities, Equity Valuation, Fixed Income, Capital Markets

Education
Penn State University   2004 — 2008
BS, Finance

Luke Solomon Luke Solomon Greater New York City Area Details
Luke Solomon's MKM Partners Experience April 2015 - Present
Job Trading Floor support Intern
Industry Financial Services
Experience
MKM Partners   April 2015 - Present
Roscoe Camp Ground   January 2014 - March 2015
Iron Scape   January 2009 - December 2013
Red Hour Films  January 2013 - August 2013
C.O.P.S. Ltd   January 2011 - December 2012

Skills
Derivatives, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Customer Service, Sales, Fidessa, Bloomberg Terminal, BD Vision, Pivot, FactSet

Education
State University of New York at New Paltz   2011 — 2015
Bachelor's degree, Dual Degree Marketing and Management, 3.2

Rob Sanderson Rob Sanderson Stamford, Connecticut Details
Rob Sanderson's MKM Partners Experience March 2013 - Present
Job Managing Director, Senior Research Analyst at MKM Partners
Industry Investment Banking
Experience
MKM Partners   March 2013 - Present
ABR Investment Strategy  June 2009 - February 2013
American Technology Research  January 2003 - March 2009
Montgomery Securities/ Banc of America Securities   1997 - 2003

Skills
Management, Cloud Computing, Valuation, Financial Modeling, Hedge Funds, Research, Investments, Equities, Equity Research, Portfolio Management, Capital Markets, Venture Capital

Education
Montana State University-Bozeman
Business and Finance

Saint Mary's University
Finance and Economics

University of Manitoba
Mechanical Engineering

Matt R. Richter Matt R. Richter Austin, Texas Details
Matt R. Richter's MKM Partners Experience November 2010 - June 2013
Job Lucas Petroleum Group, Inc.
Industry Investment Management
Experience
Lucas Petroleum Group, Inc.   June 2013 - Present
MKM Partners   November 2010 - June 2013
Westlake Securities  September 2008 - November 2010
Stifel Financial Corp.  1995 - 2005

Skills
Equities, Equity Research, Hedge Funds, Trading, Equity Trading, Bloomberg, Series 7, Investments, Series 63, series 55, Securities, Finance, Options, Electronic Trading, Trading Systems, Fixed Income, Alternative Investments, Derivatives, Financial Markets, Hedging, Equity Derivatives, Bloomberg Terminal, ETFs, Financial Modeling, Investment Management, Bonds, Financial Analysis, Private Equity, Commodity, FX Options

Education
Colorado State University   1991 — 1995
Bachelor's degree, Economics

Curtis Trimble Curtis Trimble Houston, Texas Details
Curtis Trimble's MKM Partners Experience August 2010 - November 2011
Job Senior Equity Research Analyst, Energy & Utilties at Ameriprise Financial Services, Inc.
Industry Investment Banking
Experience
England & Company  May 2015 - June 2015
Brean Capital, LLC  April 2014 - January 2015
Global Hunter Securities  May 2012 - March 2014
MKM Partners   August 2010 - November 2011
Natixis Bleichroeder  January 2008 - August 2010
Cannacord Adams   January 2007 - November 2007
Sterne, Agee & Leach   October 2005 - December 2006
Ferris, Baker Watts  September 2002 - December 2005
Frost Securities   May 2000 - June 2002

Skills
Equity Research, Petroleum, Hedge Funds, Energy, Equity Valuation, Equities, Bloomberg, Valuation, Natural Gas, E&P, Oilfield, Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Modeling, Trading, Financial Analysis, Investments

Education
Jones Graduate School of Business, Rice University   1998 — 2000
MBA

Swarthmore College   1992 — 1996

Greg Teller Greg Teller Dallas/Fort Worth Area Details
Greg Teller's MKM Partners Experience April 2015 - Present
Job Executive Director at MKM Partners
Industry Investment Banking
Experience
MKM Partners   April 2015 - Present
Sterne Agee  June 2010 - April 2015
Jefferies Inc   March 2005 - May 2010
Citigroup  October 1993 - February 2005

Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Series 7, Securities, Fixed Income, Investments, Series 63, Alternative Investments

Education
The Ohio State University
BA, Political Science

Dan Logue Dan Logue Greater New York City Area Details
Dan Logue's MKM Partners Experience 2012 - 2014
Job Compliance Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  March 2015 - Present
Mission Critical Services   October 2014 - February 2015
MKM Partners   2012 - 2014
BNY ConvergEx  2008 - 2012
Jensen Group  2007 - 2008
New York Stock Exchnge   1998 - 2007
Banc of America Securities  1997 - 2007
Montgomery Securities  1993 - 1997
Merrill Lynch  1990 - 1993
Merrill Lynch  1984 - 1990

Skills
Compliance, Series 7, Equities, Securities, FINRA, Hedge Funds, Series 63, Capital Markets, Trading, Equity Trading, Options, Alternative Investments, Series 24, Asset Management, Derivatives, Electronic Trading, Investments, Fixed Income, AML

Education
FINRA Institute at Wharton   2007 — 2009
CRCP, Securities Regulation and Compliance

New York Law School   1987 — 1991
JD, Law

Union College   1979 — 1982
BA, Political Science

Greg Darnall Greg Darnall Greater Boston Area Details
Greg Darnall's MKM Partners Experience June 2012 - January 2015
Job Director at CLSA
Industry Financial Services
Experience
CLSA Americas   January 2015 - Present
MKM Partners   June 2012 - January 2015
BMO Capital Markets  December 2004 - July 2011
Fulcrum Global Partners  June 2002 - December 2004
Goldman Sachs  March 2000 - May 2002

Education
University of Massachusetts, Amherst   2009 — 2013
Master of Business Administration (MBA), Finance, General

Hamilton College   1994 — 1997
Bachelor of Arts (B.A.)

David Trone David Trone Greater New York City Area Details
David Trone's MKM Partners Experience November 2013 - Present
Job Director of Equity Research at MKM Partners
Industry Investment Banking
Experience
MKM Partners   November 2013 - Present
JMP Securities  July 2010 - August 2013
Fox-Pitt, Kelton  July 2004 - June 2010
Prudential Securities  2000 - July 2004
Credit Suisse First Boston  1996 - 2000

Skills
Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Financial Modeling, Series 7, Investments, Asset Managment, Mergers, Corporate Finance, Securities, Corporate Development, Banking, Finance, Mergers

Education
University of Maryland - Robert H. Smith School of Business   1993 — 1995
Master of Business Administration (MBA), Finance, General

University of Maryland College Park   1982 — 1987
Bachelor of Science (BS), Computer Science

Lee Grossman Lee Grossman Greater New York City Area Details
Lee Grossman's MKM Partners Experience January 2010 - Present
Job Trader at Self employed
Industry Capital Markets
Experience
MKM Partners   January 2010 - Present

Education
University of Maryland College Park   1985 — 1989
B.S Finance, Business

Jane Friman Jane Friman Greater New York City Area Details
Jane Friman's MKM Partners Experience April 2014 - Present
Job Cofounder at marz gems
Industry Market Research
Experience
MKM Partners   April 2014 - Present
marz gems jewelry collection   May 2013 - Present
MarketTools  November 2006 - May 2013
Perception Research Services  May 2004 - November 2006

Skills
Quantitative Research, Marketing Research, Questionnaire Design, Survey Design, Customer Insight, Online Research, Consumer Behaviour, Primary Research, Brand Equity, Analytics

Education
Rutgers University-New Brunswick   1999 — 2003

Ocean Township

Ocean Township

Greg Mulbury Greg Mulbury Pittsford, New York Details
Greg Mulbury's MKM Partners Experience March 2010 - June 2011
Job Director of Portfolio Analytics at Halleran Financial Group
Industry Financial Services
Experience
Halleran Financial Group   April 2015 - Present
Para Advisors   March 2014 - December 2014
Topeka Capital Markets, Inc  June 2011 - March 2014
MKM Partners   March 2010 - June 2011
Pali Capital  July 2008 - March 2010
Jefferies & Company  2004 - 2007
First Albany Capital  1998 - 2000

Skills
Series 7, Series 63, Trading, Hedge Funds, Bloomberg, Capital Markets, Investments, Fixed Income, Securities, Alternative Investments, Asset Management

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2002 — 2004
Masters of Business, Finance & Corporate Accounting

Miami University   1993 — 1997
BA, Finance

McQuaid Jesuit High School   1989 — 1993

Matt Casamassima Matt Casamassima Greater New York City Area Details
Matt Casamassima's MKM Partners Experience TraderSpencer TraskAugust 1999 - January 2001
Job SVP at MKM Partners
Industry Financial Services
Experience
MKM Partners   TraderSpencer TraskAugust 1999 - January 2001

Education
Boston College   1995 — 1999

Mehdi Sunderji Mehdi Sunderji Greater New York City Area Details
Mehdi Sunderji's MKM Partners Experience January 2013 - October 2014
Job Partner at Synchrotab LLC
Industry Computer Software
Experience
Synchrotab LLC   November 2014 - Present
MKM Partners   January 2013 - October 2014
Atlantic Equities   March 2011 - December 2012
Execution LLC   July 2001 - March 2011

Skills
Asset Management, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, Equities, Equity Research, Equity Trading, Financial Analysis, Financial Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities, Series 7, Trading, Trading Systems, Valuation

Education
Imperial College London   1994 — 1999

Lee Grossman Lee Grossman Greater New York City Area Details
Lee Grossman's MKM Partners Experience January 2010 - Present
Job Sales Trader at MKM Partners
Industry Capital Markets
Experience
MKM Partners   January 2010 - Present

Skills
Investments, Capital Markets, Equities, Hedge Funds, Bloomberg, Equity Trading, Portfolio Management, Asset Management, Fixed Income

Education
University of Maryland College Park
Finance

Greg Kops Greg Kops Greater New York City Area Details
Greg Kops's MKM Partners Experience 2012 - 2012
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2015 - Present
Telsey Advisory Group  March 2014 - August 2015
MKM Partners   2012 - 2012
Citi  2005 - 2011

Skills
Equities, Hedge Funds, Series 7, Portfolio Management, Bloomberg

Education
Pepperdine University   1998 — 2002

The Pomfret School   1996 — 1998

Charles M. Padala Charles M. Padala Greater New York City Area Details
Charles M. Padala's MKM Partners Experience January 2009 - December 2011
Job Managing Director, Equities
Industry Financial Services
Experience
Security Traders Association (STA)   January 2011 - Present
Brean Capital LLC  May 2012 - December 2014
MKM Partners   January 2009 - December 2011
SunTrust Robinson Humphrey  August 1987 - December 2007

Skills
Series 7, Equities, Equity Trading, Series 63, Equity Research, Securities, Trading, Management, Capital Markets, Electronic Trading, Bloomberg, Hedge Funds, Fixed Income, Trading Systems, Alternative Investments

Education
New York University
Bachelor of Arts

David Dellacato David Dellacato Monroe, Connecticut Details
David Dellacato's MKM Partners Experience September 2011 - Present
Job Institutional Sales & Trading
Industry Investment Management
Experience
MKM Partners   September 2011 - Present
MKM Partners   2011 - 2013
BTIG  2007 - 2011
Kellogg Partners  2003 - 2006

Skills
Equity Trading, Series 7, Series 63, Hedge Funds, Equities, Trading, Electronic Trading, Bloomberg, Securities, Trading Systems, Equity Research, Options

Education
Purdue University   1987 — 1991

Shelton High School

Kevin J Keaveney Kevin J Keaveney Stamford, Connecticut Details
Kevin J Keaveney's MKM Partners Experience 2011 - 2012
Job Senior Sales Director Gartner Invest
Industry Financial Services
Experience
Gartner  2014 - Present
MKM Partners   2011 - 2012
Gleacher & Co  October 2008 - 2011
American Technology Research, Inc.   October 2003 - October 2008
SoundView Technology Group  January 2001 - October 2003
Donaldson, Lufkin & Jenrette   February 1992 - October 2000

Skills
Equities, Market Research, Trading, Hedge Funds, Series 7, Bloomberg, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Fidessa, Investments, Securities, Relationship Management, Capital Markets, Financial Services, Series 63, Institutional..., Fixed Income, Equity Trading, Alternative Investments, Asset Management

Education
Hobart and William Smith Colleges   1986 — 1991
BA, Economics

Dom Fin Dom Fin Fairfield, Connecticut Details
Dom Fin's MKM Partners Experience November 2004 - Present
Job Managing Director Sales Trading
Industry Investment Banking
Experience
MKM partners   November 2004 - Present

Education
syracuse university

Samantha Powers (Leib) Samantha Powers (Leib) Baltimore, Maryland Area Details
Samantha Powers (Leib)'s MKM Partners Experience June 2007 - August 2007
Job Sr. Manager, Market Research at Consumer Electronics Association
Industry Market Research
Experience
Consumer Electronics Association  December 2014 - Present
Stanley Black & Decker , Inc.   April 2013 - November 2014
Stanley Black & Decker , Inc.   September 2010 - April 2013
Black & Decker  June 2008 - August 2010
MKM Partners   June 2007 - August 2007

Skills
Marketing Research, Segmentation, Account Management, Marketing Strategy, Research, Market Research, Customer Insight, Marketing Communications, Cross-functional Team..., Consumer Products, Market Planning, Management, Marketing, Competitive Analysis, Analysis, Microsoft Excel, Microsoft Office, Strategic Planning

Education
Loyola University Maryland   2010 — 2013
MBA, Management

Towson University   2004 — 2008
B.S., Marketing, Spanish

Michael Genovese Michael Genovese Greater New York City Area Details
Michael Genovese's MKM Partners Experience November 2010 - Present
Job Managing Director / Senior Equity Research Analyst
Industry Financial Services
Experience
MKM Partners   November 2010 - Present
Elevate Research / Soleil Securities   July 2009 - November 2010
AllianceBernstein  September 2007 - April 2009
Citigroup  July 2003 - August 2007

Skills
Bloomberg, Equities, Equity Research, Portfolio Management, Hedge Funds, Series 7, Financial Modeling, Research, Capital Markets, Investments, Alternative Investments, Equity Valuation, Valuation

Education
Tufts University - The Fletcher School of Law and Diplomacy   1998 — 2000
MALD, Finance and Telecom

Swarthmore College   1991 — 1995
BA, Political Science

Phillips Academy   1987 — 1990

Erika Henik, Ph.D. Erika Henik, Ph.D. Greater New York City Area Details
Erika Henik, Ph.D.'s MKM Partners Experience June 2012 - March 2013
Job President & CEO at VIARI Chocolates LLC
Industry Financial Services
Experience
VIARI Chocolates LLC   August 2013 - Present
J.P. Morgan   March 2013 - Present
Stevens Institute of Technology  January 2009 - Present
MKM Partners   June 2012 - March 2013
MKM Partners   October 2010 - June 2012
MKM Partners   May 2010 - October 2010
MKM Partners   December 2009 - April 2010
Self-employed  January 2009 - December 2009
Goldman Sachs & Co., Inc.   2007 - 2008
Thomas Weisel Partners LLC  2000 - 2007

Skills
Business Strategy, Change Management, Financial Modeling, Organizational..., Financial Services, Corporate Communications, Entrepreneurship, Coaching, Investments, Strategic Planning, Training, Business Analysis, Program Management, Strategy, Management, Microsoft Office, Organizational Design, Team Building, Leadership, Start-ups, Market Research, CRM, Equity Research, Performance Management, Research, Economics

Education
University of California, Berkeley, Haas School of Business   2002 — 2008
Ph.D., Organizational Behavior

Columbia University in the City of New York   1986 — 1990
B.A., Psychology

Christopher Agnew, CFA Christopher Agnew, CFA Greater New York City Area Details
Christopher Agnew, CFA's MKM Partners Experience September 2009 - Present
Job Investment Research Professional
Industry Financial Services
Experience
MKM Partners   September 2009 - Present
Goldman Sachs  2005 - 2009
Goldman Sachs  1998 - 2005
PricewaterhouseCoopers  1994 - 1997

Education
University of Bristol   1989 — 1992

Epsom College

Christopher Breen Christopher Breen Greater New York City Area Details
Christopher Breen's MKM Partners Experience January 2008 - September 2009
Job Institutional Sales at OTR Global
Industry Financial Services
Experience
OTR Global  June 2010 - Present
McNicoll, Lewis & Vlak   March 2010 - June 2010
MKM Partners   January 2008 - September 2009
Westchester County  May 2007 - August 2007
Stewart Title  May 2007 - August 2007

Skills
Research, Asset Managment, Bloomberg, Investments, Series 7, Asset Management, Trading, Business Development, Portfolio Management, Equities

Education
Iona College   2005 — 2008
Bachelor’s Degree, Political Science / Public Policy

Horace Greeley High School   1990 — 2010
High School

Julia Semrai Julia Semrai Greater New York City Area Details
Julia Semrai's MKM Partners Experience August 2009 - July 2014
Job Financial Services Professional
Industry Financial Services
Experience
Brean Capital, LLC  August 2014 - January 2015
MKM Partners   August 2009 - July 2014
Jefferies  September 2003 - April 2009

Skills
Equity Sales, Equity Capital Markets, Financial Services, Sales, Marketing

Education
Smith College   1997 — 2001
Bachelor of Arts (B.A.), Economics

Brian Ellerson Brian Ellerson Sarasota, Florida Area Details
Brian Ellerson's MKM Partners Experience November 2009 - July 2013
Job BDE Florida
Industry Restaurants
Experience
BDE Florida   July 2013 - Present
MKM Partners   November 2009 - July 2013
Barclays  2005 - May 2009
Morgan Stanley  August 1999 - May 2005

Skills
Series 7, Capital Markets, Electronic Trading, Fixed Income, Portfolio Management, Derivatives, Options, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Trading, Equities, Equity Trading, Valuation, Financial Markets, Economics, Emerging Markets, Asset Management, Financial Modeling, Series 63, Bloomberg, Private Equity, Hedging

Education
University of Pennsylvania   1997 — 1999
Master of Business Administration (MBA), Accounting and Finance

University of Colorado at Boulder   1990 — 1994
Bachelor's degree, International Relations and Affairs

William Crawford William Crawford Greater New York City Area Details
William Crawford's MKM Partners Experience June 2006 - Present
Job sales and trading at MKM Partners
Industry Financial Services
Experience
MKM Partners   June 2006 - Present
Collins Stewart  October 2004 - June 2006
Merrill Lynch  April 2002 - November 2002

Skills
Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Business Development, Sales, Equities, Series 7, Bloomberg, Series 63, Fixed Income, Equity Trading, Capital Markets, Equity Research, Securities, Electronic Trading, Alternative Investments, Derivatives, Options

Education
Roanoke College   1993 — 1997
Bachelor's degree

Harry Fong Harry Fong Greater New York City Area Details
Harry Fong's MKM Partners Experience March 2012 - Present
Job Insurance Analyst at MKM PARTNERS
Industry Financial Services
Experience
MKM Partners   March 2012 - Present
Ticonderoga Securities LLC  2011 - March 2012
Soleil Securities  2008 - 2011
Calyon Securities  2004 - 2008
Blaylock & Partners  2002 - 2004
Philo Smith & Co.   2001 - 2002
Deutsche Bank Securities  1994 - 2000
Conning & Company  1984 - 1994

Skills
Equity Research, Valuation, Investments, Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Series 7, Bloomberg, Asset Management, Capital Markets, Equity Valuation, Securities, Trading, Fixed Income, Investment Banking, Insurance, Financial Markets, Series 63, Alternative Investments, Investment Strategies, Financial Services, Trading Systems, Series 24, FINRA, Equity Trading, Derivatives, Mutual Funds, Emerging Markets, Options, Electronic Trading, Bonds, ETFs, Financial Risk, Investment Management, Risk Management, Private Equity, Hedging, Institutional..., Corporate Finance, Proprietary Trading, Commodity, Structured Products, Bloomberg Terminal, Equity Capital Markets, Economics, Investor Relations, Asset Allocation

Education
Case Western Reserve University - Weatherhead School of Management   1974 — 1978
Master of Business Administration (MBA), Finance, General

Cleveland State University   1968 — 1973
Bachelor of Business Administration (BBA), Business Economics

Michael Chieco Michael Chieco New York, New York Details
Michael Chieco's MKM Partners Experience June 2009 - August 2009
Job Manager at Liberty Eagle
Industry Management Consulting
Experience
Liberty Eagle   October 2014 - Present
Deloitte Consulting  July 2010 - September 2014
MKM Partners   June 2009 - August 2009
Maybrook Saint James Ltd   February 2009 - April 2009

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Analytics, Project Management, Business Strategy, Financial Modeling, Marketing Strategy, Logical Approach, Strategic Planning, Strategy Execution, Deal Execution, Competitive Analysis, Organizational Design, Management, Management Consulting, Finance

Education
Lehigh University - College of Business and Economics   2006 — 2010
Bachelor of Science (B.S.), Finance, With Honors

Boston University   2009 — 2009

Greenwich High School   2002 — 2006

Scott Leddy Scott Leddy Greater New York City Area Details
Scott Leddy's MKM Partners Experience August 2009 - April 2011
Job Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  February 2015 - Present
Citi  March 2013 - January 2015
Frontpoint Partners  May 2011 - August 2011
MKM Partners   August 2009 - April 2011
Bank of America  December 2000 - April 2009

Education
Trinity College-Hartford
BA, Economics

Westminster School

Paul Prentice Paul Prentice Greater Minneapolis-St. Paul Area Details
Paul Prentice's MKM Partners Experience November 2012 - April 2014
Job President, Sawtooth Solutions, LLC
Industry Investment Banking
Experience
Sawtooth Solutions, LLC   April 2014 - Present
MKM Partners   November 2012 - April 2014
Collins Stewart  February 2010 - February 2012
Pali Capital  2004 - 2010
RBC Capital Markets  1997 - 2004

Skills
Hedge Funds, Alternative Investments, Equity Trading, Series 7, Fixed Income, Bloomberg, Capital Markets, Equity Research, Options, Securities, Investment Banking, Series 63, Electronic Trading, Trading, Equity Derivatives

Education
Dartmouth College   1985 — 1989
Bachelor of Arts (BA), Economics, Geography

James Staltaro James Staltaro Greater New York City Area Details
James Staltaro's MKM Partners Experience August 2012 - June 2013
Job MNS International
Industry Financial Services
Experience
MNS International   November 2014 - Present
Aegis Capital  May 2014 - November 2014
Institutional Financial Markets, Inc. (formerly Cohen & Company)   June 2013 - March 2014
MKM Partners   August 2012 - June 2013
Maxim Group  September 2011 - August 2012
Societe Generale  August 2010 - September 2011
Maxim Group  January 2003 - July 2010
Investec  December 2001 - September 2002

Skills
Equity Derivatives, Derivatives, Options, Equities, Bloomberg, Hedge Funds, Trading, Portfolio Management, Series 7, Commodity, Equity Trading, Technical Analysis, Fixed Income, Financial Markets, Capital Markets, Electronic Trading, Alternative Investments, ETFs, Trading Systems, Securities, Proprietary Trading, Series 63, Equity Research, Trading Strategies

Education
Saint Joseph's University   1996 — 2000
Bachelor of Sciences, Finance

Fairfield Prep   1992 — 1996

Tim Boyd Tim Boyd Greater San Diego Area Details
Tim Boyd's MKM Partners Experience December 2009 - December 2010
Job Managing Director at Sage Capital Advisors
Industry Financial Services
Experience
Sage Capital Advisors LLC  January 2015 - Present
Skepticus, Inc.   October 2014 - Present
Gotham Nights Entertainment   July 2014 - Present
MKM Partners   December 2009 - December 2010
American Technology Research, Inc.   April 2007 - March 2009
Caris & Company  January 2006 - April 2007
American Technology Research, Inc.   January 2004 - September 2005
Bridgewater Associates  July 2001 - December 2003
Wilkinson Boyd   July 1996 - July 2000

Skills
Equities, Portfolio Management, Hedge Funds, Equity Research, Investments, Fixed Income, Financial Modeling, Competitive Analysis, Derivatives, Financial Analysis, Finance, Equity Trading, Equity Valuation, Valuation, Trading, Asset Management, Capital Markets, Mutual Funds, Foreign Exchange..., Data Analysis, Business Analysis, Market Analysis, Revenue Analysis, Market Research, Qualitative Research, Marketing Research, Quantitative Research, Proprietary Trading, FX trading, Futures Trading, Trading Strategies, Business Valuation, DCF Valuation, Enterprise Valuation, Investment Valuation, Company Valuation

Education
Connecticut College   1997 — 2001
Bachelor of Arts (B.A.), Classical and Ancient Studies

Stephanie Hu Stephanie Hu Greater Boston Area Details
Stephanie Hu's MKM Partners Experience June 2010 - September 2010
Job Investment Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  July 2011 - Present
Dartmouth College  September 2010 - July 2011
MKM Partners   June 2010 - September 2010
OTR Global  March 2010 - June 2010
Kaplan Test Prep and Admissions  March 2010 - June 2010
Kaplan Test Prep and Admissions  January 2007 - March 2010

Skills
Stata

Education
Dartmouth College   2007 — 2011
Sociology modified with Economics; English

Trinity College Dublin   2009 — 2009
English Literature

Hunter College High School

New York University School of Continuing and Professional Studies
Analysis, Financial Risk Management; Behavioral Economics and Finance Theory

Christopher De Cicco Christopher De Cicco Cleveland/Akron, Ohio Area Details
Christopher De Cicco's MKM Partners Experience June 2006 - Present
Job Sales Trader at MKM Partners
Industry Financial Services
Experience
MKM Partners   June 2006 - Present
MKM Partners   June 2006 - Present
MKM Partners   2006 - Present
KeyBanc Capital Markets  July 2000 - June 2006
KeyBanc Capital Markets  January 2000 - January 2006
STANTON AND STANTON LLC   January 1995 - January 2000
JEFFERY J JAUNICH LLC   January 1992 - January 1995

Skills
Equity Trading, Series 7, Equities, Options, Bloomberg, Securities, Investments, Series 63, Hedge Funds, Trading, Electronic Trading, Capital Markets

Education
University of Dayton   1988 — 1992
BS, Criminal Justice

University of Dayton   1988 — 1992
Bachelor of Science, Criminal Justice

Loyola Academy   1984 — 1988

Philip Epifano Philip Epifano Stratford, Connecticut Details
Philip Epifano's MKM Partners Experience August 2011 - November 2011
Job Project Manager at Tischler und Sohn (USA)
Industry Construction
Experience
Tischler und Sohn   July 2013 - Present
Power Home Remodeling Group  June 2012 - June 2013
MKM Partners   August 2011 - November 2011
Turner Surety and Insurance Brokerage  November 2010 - August 2011
Turner Construction  June 2008 - October 2010
Turner Construction Company  June 2007 - August 2007

Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Management, Research, Project Management, Sales, Process Scheduler, Social Media Marketing, Event Planning, Negotiation, Marketing, Marketing Strategy, Microsoft Office

Education
University of Colorado at Denver   2006 — 2008
Bachelor of Arts (B.A.), Communication, General

St. Lawrence University   2005 — 2006

Brian Hicks Brian Hicks Greater New York City Area Details
Brian Hicks's MKM Partners Experience May 2014 - September 2014
Job SVP Equity Sales at Raymond James
Industry Financial Services
Experience
MKM Partners   May 2014 - September 2014
Northwestern Mutual  May 2013 - May 2014
MKM Partners   April 2010 - November 2013
CIBC/Oppenheimer Holdings & Company   October 2006 - April 2010
AURARIAN CAPITAL MANAGEMENT, LLC   August 2005 - September 2006
Bear Stearns  November 2004 - July 2005
Schwab Soundview Capital Markets  July 2003 - July 2004
OTC Trading   January 1996 - January 2003

Education
University of Connecticut
Master of Business Administration

University at Albany, SUNY
Bachelor of Business Administration

Pankaj Chitrakar Pankaj Chitrakar Greater New York City Area Details
Pankaj Chitrakar's MKM Partners Experience March 2014 - Present
Job Associate at MKM Partners
Industry Investment Management
Experience
MKM Partners   March 2014 - Present
Trademark Foods   August 2013 - February 2014
Citi  June 2012 - June 2013
SBDC, Institute of Entrepreneurial Excellence   January 2011 - July 2012
IntraLinks  May 2011 - September 2011
Circadiance, LLC   January 2011 - May 2011
Nepal Restaurants   January 2009 - February 2010

Skills
Valuation, Corporate Finance, Financial Accounting, Management Consulting, Mergers & Acquisitions, Strategic Financial..., Financial Modeling, Strategy

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2010 — 2012
MBA, Finance & Accounting

University of Idaho   2004 — 2008
B.S Finance, Finance

Scott Noble Scott Noble Greater New York City Area Details
Scott Noble's MKM Partners Experience March 2011 - November 2011
Job Equity Trader at AMR Capital Trading
Industry Financial Services
Experience
AMR Capital Trading  January 2012 - Present
MKM Partners   March 2011 - November 2011
Nomura Securities International  January 2009 - August 2010
Lehman Brothers  September 2007 - January 2009
Lehman Brothers  January 2006 - September 2007

Skills
Equities, Derivatives, Options, Capital Markets, Bloomberg, Series 7, Trading, Valuation, Portfolio Management, Equity Derivatives, Financial Markets, Electronic Trading, Equity Trading, Hedge Funds, Investments

Education
Duke University   1998 — 2002
BA, Economics

Christian Brothers High School   1994 — 1998

Patrick Maynor Patrick Maynor Athens, Georgia Area Details
Patrick Maynor's MKM Partners Experience May 2010 - October 2010
Job MBA Student at University of GeorgiaTerry School of Business
Industry Capital Markets
Experience
MKM Partners   May 2010 - October 2010
NextEra Energy Resources  January 2010 - May 2010

Education
University of Georgia - Terry College of Business   2010 — 2012
MBA, Finance

Stanford University

William Cleary William Cleary Greater New York City Area Details
William Cleary's MKM Partners Experience January 2011 - Present
Job Executive Director Research Sales MKM Partners
Industry Financial Services
Experience
MKM Partners   January 2011 - Present
Macquarie Bank  June 2008 - December 2010
CRT Capital Group  2004 - 2008
Sanford C. Bernstein  1999 - 2004
Morgan Stanley Smith Barney  1989 - 1992

Skills
Series 7, Special Situations, Series 63, Fixed Income, Hedge Funds, Equity Trading, Equity Research, Bloomberg, Electronic Trading, Convertible Bonds, Capital Markets, Trading Systems, Bonds, Derivatives, Corporate Finance

Education
The University of Western Ontario   1997 — 1999
Master of Business Administration (MBA)

Colgate University   1985 — 1989
BA, Economics

don avena don avena Greater New York City Area Details
don avena's MKM Partners Experience
Job salestrader at MKM Partners
Industry Financial Services
Experience
MKM Partners  

Skills
Equities, Derivatives, Portfolio Management, Investments, Asset Managment, Financial Modeling, Financial Analysis, Hedge Funds, Start-ups, Analysis, Bloomberg, Series 7, Business Strategy, Management, Trading

Education
University of Massachusetts, Amherst   1989 — 1993
Bachelor of Science (BS), Communication, General

MANHASSET

Brenden Becker Brenden Becker Greater New York City Area Details
Brenden Becker's MKM Partners Experience June 2012 - June 2015
Job Bronson Point Management
Industry Capital Markets
Experience
Bronson Point Management   June 2015 - Present
MKM Partners   June 2012 - June 2015
Ascent Private Capital Management  June 2011 - August 2011
Titan Advisors  June 2010 - August 2010

Education
University of Richmond   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Louis Suba Louis Suba San Francisco Bay Area Details
Louis Suba's MKM Partners Experience 2014 - Present
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners   2014 - Present
Lazard Capital Markets  2013 - 2014
ThinkEquity LLC  2011 - 2012
Wedbush Securities  2008 - 2011
Oppenheimer  2006 - 2007
BB&T Capital Markets  2005 - 2006
Deutsche Bank  2001 - 2005
Robertson Stephens  1997 - 2001
Price Waterhouse  1990 - 1995

Skills
Institutional Sales, Equities, Financial Markets, Investments, Securities, Hedge Funds, Mutual Funds, Series 7, Series 63, Relationship Mgmt, Investor Relations, IPO, Institutional..., Investment Advisory, Equity Capital Markets, Equity Valuation, Equity Research, Wrestling, Trading, Investment Banking, Financial Modeling, Investment Management, Valuation

Education
University of California, Berkeley
Master of Business Administration (MBA), Finance

Indiana University Bloomington
Bachelor of Science (BS), Finance

Josh Pokrzywinski Josh Pokrzywinski Greater New York City Area Details
Josh Pokrzywinski's MKM Partners Experience September 2010 - July 2014
Job Director at The Buckingham Research Group
Industry
Experience
The Buckingham Research Group  July 2014 - Present
MKM Partners   September 2010 - July 2014
KeyBanc Capital Markets  August 2007 - August 2010

Skills
Capital Markets, Equities, Bloomberg, Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Securities, Equity Valuation, Series 7, Financial Analysis

Education
Indiana University Bloomington
BS, Business/Managerial Economics

william barr william barr New York, New York Details
william barr's MKM Partners Experience December 2011 - January 2013
Job Managing Partner
Industry Financial Services
Experience
Rafferty Capital Markets  June 2014 - Present
X-Change Financial Access (XFA)   April 2013 - June 2014
MKM Partners   December 2011 - January 2013
BGC Partners  December 2009 - November 2011
Pali Capital  May 2006 - December 2009
Israel A. Englander & Co.   November 2001 - May 2006
LaSalle Trading   1996 - 1998

Skills
Options, Derivatives, Series 7, Equities, Hedge Funds, Bloomberg, Trading, Structured Products, Electronic Trading, Fixed Income, Equity Derivatives, Capital Markets, Financial Structuring, Trading Systems, Financial Markets, Alternative Investments, Equity Trading, Series 63, ETFs, Hedging, Securities, Equity Research

Education
Rutgers University   1993 — 1996
BS, Finance

Jeffrey Samilson Jeffrey Samilson Cleveland/Akron, Ohio Area Details
Jeffrey Samilson's MKM Partners Experience October 2006 - August 2007
Job Institutional Relationship Manager at Sterling Trust Company
Industry Financial Services
Experience
Sterling Trust Company  February 2013 - Present
PNC Investments  April 2012 - November 2012
PNC Bank  December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC  April 2008 - June 2010
MKM Partners   October 2006 - August 2007
KeyBanc Capital Markets  December 1993 - May 2006
Roulston Research  December 1990 - December 1993
Mitchell Hutchins Institutional Investors   August 1978 - November 1990

Skills
Investments, Strategy

Education
Fairfield University   1973 — 1977
Bachelor's degree, History

Salvatore Miciotta Salvatore Miciotta New York, New York Details
Salvatore Miciotta's MKM Partners Experience October 2011 - Present
Job Managing Director/Event Driven Sales at MKM Partners
Industry Financial Services
Experience
MKM Partners   October 2011 - Present
Knight Equity Markets  August 2004 - September 2011
Harvest Management  June 1994 - August 2004
Neuberger Berman  August 1984 - June 1994

Skills
Equities, FINRA, Portfolio Management, Alternative Investments, Equity Research, Series 24, Management, Financial Services, Asset Management

Education
Adelphi University   1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General

Mark Conley Mark Conley Greater New York City Area Details
Mark Conley's MKM Partners Experience 2012 - 2013
Job Director of Research at OTR Global
Industry Financial Services
Experience
OTR Global  March 2013 - Present
MKM Partners   2012 - 2013
Gleacher & Company  2008 - 2011
American Technology Research (acquired by Gleacher)   2006 - 2008
Merrill Lynch  2002 - 2005
GLG Partners  2001 - 2002
Merrill Lynch  1989 - 2001

Skills
Valuation, Equity Research, Hedge Funds, Management, Equities, Financial Modeling, Bloomberg, Investments, Trading, Research, Capital Markets, Alternative Investments, Analysis, Asset Management, Investment Banking

Education
Columbia Business School
Master of Business Administration (MBA)

Yale University
Bachelor of Science (BS), Applied Mathematics

Ryan Cronin Ryan Cronin East Norwich, New York Details
Ryan Cronin's MKM Partners Experience June 2014 - August 2014
Job Student at University of Alabama
Industry
Experience
MKM Partners   June 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Argus Modeling

Education
University of Alabama   2011 — 2015

David Hinkle David Hinkle Austin, Texas Details
David Hinkle's MKM Partners Experience January 2008 - January 2015
Job Institutional Equity Sales at Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald  February 2015 - Present
TRAIN4   January 2012 - Present
MKM Partners   January 2008 - January 2015

Education
University of Pennsylvania   1991 — 1996

Nathan Cahill Nathan Cahill Chicago, Illinois Details
Nathan Cahill's MKM Partners Experience October 2014 - Present
Job Executive Director at MKM Partners
Industry Financial Services
Experience
MKM Partners   October 2014 - Present
Nomura Securities  December 2010 - May 2014
Bank of America  June 2009 - December 2010
Wachovia  June 2003 - June 2009
Goldman Sachs  June 2002 - August 2002

Skills
Financial Services, Investments, Capital Markets, Investment Banking, Mergers & Acquisitions, Equity Research, Asset Management, Equities, Fixed Income, Portfolio Management, Hedge Funds, Due Diligence, Series 7, Series 63

Education
University of Notre Dame   1999 — 2003
Bachelor's degree, Finance and Business Economics