MKM Partners
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
MKM Partners October 2007 - Present
Education
Boston College 1985 — 1989
Bachelor of Arts (B.A.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
MKM Partners January 2010 - Present
Education
University of Maryland College Park 1985 — 1989
B.S Finance, Business
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
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
MKM Partners TraderSpencer TraskAugust 1999 - January 2001
Education
Boston College 1995 — 1999
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
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
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
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
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
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
MKM partners November 2004 - Present
Education
syracuse university
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
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
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
MKM Partners September 2009 - Present
Goldman Sachs 2005 - 2009
Goldman Sachs 1998 - 2005
PricewaterhouseCoopers 1994 - 1997
Education
University of Bristol 1989 — 1992
Epsom College
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Cantor Fitzgerald February 2015 - Present
TRAIN4 January 2012 - Present
MKM Partners January 2008 - January 2015
Education
University of Pennsylvania 1991 — 1996
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