MR Beal & Company
Description
Address: 110 Wall St # 6, New York, NY 10005: Category: : : : : Place name: : Phone: Hours: Website: 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 phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of M R Beal & Co Posting publicly on the Web Write a review Reviews Be the first to review
MR Beal & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MR Beal & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MR Beal & Company Employees
Employee
Years
Job
Industry
Byron Woodard Byron Woodard's MR Beal & Company Experience 2003 - 2005
Job SVP & Chief Marketing Officer at Ferguson Enterprises
Industry Wholesale
Experience
Ferguson Enterprises August 2013 - Present
The McGraw-Hill Companies - Platts March 2006 - August 2013
BDO Seidman, LLP - BridgeMark 2005 - 2006
M.R. Beal & Company 2003 - 2005
Merrill Lynch & Company 1999 - 2003
Naval Medical Center, San Diego, CA 1995 - 1999
Skills
Strategic Planning, Energy, Business Development, New Business Development, Business Strategy, Marketing Strategy, Strategic Partnerships, Mergers, Competitive Analysis, Cross-functional Team..., Product Development, Sales, Program Management, Strategy, Product Management, Strategic Thinking, Leadership, Market Research, E-commerce, Management, International Sales, Marketing Communications, Product Marketing, Market Analysis, Advertising, Start-ups, Social Media, Digital Strategy, Public Relations, Corporate Communications, Executive Management, P&L Management, Analytics, Marketing, Marketing Management, Professional Mentoring, Mergers & Acquisitions
Education
Cornell University 2011 — 2011
Post Graduate, Executive Leadership and Marketing Strategy
United States Naval Academy, Annapolis, MD 1991 — 1995
Bachelor of Science, Ocean Engineering
Ferguson Enterprises August 2013 - Present
The McGraw-Hill Companies - Platts March 2006 - August 2013
BDO Seidman, LLP - BridgeMark 2005 - 2006
M.R. Beal & Company 2003 - 2005
Merrill Lynch & Company 1999 - 2003
Naval Medical Center, San Diego, CA 1995 - 1999
Skills
Strategic Planning, Energy, Business Development, New Business Development, Business Strategy, Marketing Strategy, Strategic Partnerships, Mergers, Competitive Analysis, Cross-functional Team..., Product Development, Sales, Program Management, Strategy, Product Management, Strategic Thinking, Leadership, Market Research, E-commerce, Management, International Sales, Marketing Communications, Product Marketing, Market Analysis, Advertising, Start-ups, Social Media, Digital Strategy, Public Relations, Corporate Communications, Executive Management, P&L Management, Analytics, Marketing, Marketing Management, Professional Mentoring, Mergers & Acquisitions
Education
Cornell University 2011 — 2011
Post Graduate, Executive Leadership and Marketing Strategy
United States Naval Academy, Annapolis, MD 1991 — 1995
Bachelor of Science, Ocean Engineering
John Monkhouse John Monkhouse's MR Beal & Company Experience 2007 - 2013
Job Accounting Manager at Council of Fashion Designers of America (CFDA)
Industry Accounting
Experience
Council of Fashion Designers of America (CFDA) January 2015 - Present
MR Beal & Company 2007 - 2013
Blaylock & Company 2002 - 2007
Tucker Anthony 1998 - 2002
Skills
Financial Reporting, Financial Analysis, Accounts Payable, Accounts Receivable, Accounting, General Ledger, FINRA, Forecasting, Microsoft Excel, Accpac, Account Reconciliation, Journal Entries
Education
American University of Paris 1993 — 1996
Bachelor of Arts (BA)
Universidad Complutense de Madrid 1994 — 1995
Hispanic Studies Diploma
Council of Fashion Designers of America (CFDA) January 2015 - Present
MR Beal & Company 2007 - 2013
Blaylock & Company 2002 - 2007
Tucker Anthony 1998 - 2002
Skills
Financial Reporting, Financial Analysis, Accounts Payable, Accounts Receivable, Accounting, General Ledger, FINRA, Forecasting, Microsoft Excel, Accpac, Account Reconciliation, Journal Entries
Education
American University of Paris 1993 — 1996
Bachelor of Arts (BA)
Universidad Complutense de Madrid 1994 — 1995
Hispanic Studies Diploma
Aaron Fletcher Aaron Fletcher's MR Beal & Company Experience March 2013 - December 2013
Job Managing Director: Financial Strategy & Implementation at OPHDE Advisors, LLC
Industry Financial Services
Experience
OPHDE Advisors, LLC Vice President Public FinanceSterne AgeeJanuary 2014 - April 2015
M.R. Beal & Company March 2013 - December 2013
M.E. Allison & Co., Inc. July 2012 - February 2013
Southwest Securities December 2004 - May 2012
Ernst & Young October 1997 - December 2004
Skills
Financial Analysis, Financial Modeling, Municipal Bonds, Municipal Law, Debt Restructuring, Debt Management, Public Speaking
Education
University of Kentucky 1994 — 1996
Bachelor, Business Administratioin
University of Memphis 1999 — 2000
MBA, Finance
Auburn University
OPHDE Advisors, LLC Vice President Public FinanceSterne AgeeJanuary 2014 - April 2015
M.R. Beal & Company March 2013 - December 2013
M.E. Allison & Co., Inc. July 2012 - February 2013
Southwest Securities December 2004 - May 2012
Ernst & Young October 1997 - December 2004
Skills
Financial Analysis, Financial Modeling, Municipal Bonds, Municipal Law, Debt Restructuring, Debt Management, Public Speaking
Education
University of Kentucky 1994 — 1996
Bachelor, Business Administratioin
University of Memphis 1999 — 2000
MBA, Finance
Auburn University
Richard Persutti Richard Persutti's MR Beal & Company Experience August 2008 - June 2011
Job Vice President at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors August 2013 - Present
Bank of America Merrill Lynch May 2011 - June 2013
M.R. Beal & Company August 2008 - June 2011
Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Capital Markets, LBO, Series 7, Series 63, Due Diligence, Hedge Funds, Alternative Investments, Financial Analysis, Bloomberg, Investments
Education
College of the Holy Cross 2004 — 2008
B.A., Economics
Xavier High School 2000 — 2004
Kayne Anderson Capital Advisors August 2013 - Present
Bank of America Merrill Lynch May 2011 - June 2013
M.R. Beal & Company August 2008 - June 2011
Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Capital Markets, LBO, Series 7, Series 63, Due Diligence, Hedge Funds, Alternative Investments, Financial Analysis, Bloomberg, Investments
Education
College of the Holy Cross 2004 — 2008
B.A., Economics
Xavier High School 2000 — 2004
Joe Mendola Joe Mendola's MR Beal & Company Experience March 2010 - February 2014
Job Chief Compliance Officer and SVP, Siebert, Brandford Shank & Co., LLC
Industry Capital Markets
Experience
Siebert Brandford Shank Co., LLC. April 2015 - Present
Law Offices of Joseph A. Mendola February 2014 - April 2015
MR Beal & Company March 2010 - February 2014
Magna Securities Corp. 2007 - 2010
Nikko Asset Management 2000 - 2007
Skills
AML, FINRA, Policy, SEC, Analysis, Program Management, Privacy Law, Securities, Series 24, Capital Markets, Series 7, Hedge Funds, Fixed Income, Equities, Series 63, Trading, Options, Equity Trading, Broker-Dealer, Investment Banking
Education
Columbia Law School 1984 — 1987
Doctor of Law (J.D.), Law, Top Third
Fordham University 1984 — 1987
Bachelor's degree, Economics/Political Science, Rank 3/605
Siebert Brandford Shank Co., LLC. April 2015 - Present
Law Offices of Joseph A. Mendola February 2014 - April 2015
MR Beal & Company March 2010 - February 2014
Magna Securities Corp. 2007 - 2010
Nikko Asset Management 2000 - 2007
Skills
AML, FINRA, Policy, SEC, Analysis, Program Management, Privacy Law, Securities, Series 24, Capital Markets, Series 7, Hedge Funds, Fixed Income, Equities, Series 63, Trading, Options, Equity Trading, Broker-Dealer, Investment Banking
Education
Columbia Law School 1984 — 1987
Doctor of Law (J.D.), Law, Top Third
Fordham University 1984 — 1987
Bachelor's degree, Economics/Political Science, Rank 3/605
Osee Pierre Osee Pierre's MR Beal & Company Experience November 2010 - September 2014
Job Senior Vice President
Industry Investment Banking
Experience
Blaylock Beal Van, LLC October 2014 - Present
M.R. Beal & Company November 2010 - September 2014
Siebert Brandford Shank August 2008 - October 2010
UBS May 2007 - June 2008
Citi June 2004 - May 2007
Citi July 2001 - June 2004
Skills
Bonds, Restructuring, Investment Banking, Capital Markets, Fixed Income, Public Finance, Investments, Bloomberg, Finance, Financial Modeling, Financial Analysis, Project Finance, Due Diligence, Series 63, Securities
Education
University of Pennsylvania 1999 — 2001
Master, Government
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Economics
Seton Hall Prep High School 1991 — 1995
Sacred Heart, Bloomfield, New Jersey
Sacred Heart, Bloomfield, New Jersey
Blaylock Beal Van, LLC October 2014 - Present
M.R. Beal & Company November 2010 - September 2014
Siebert Brandford Shank August 2008 - October 2010
UBS May 2007 - June 2008
Citi June 2004 - May 2007
Citi July 2001 - June 2004
Skills
Bonds, Restructuring, Investment Banking, Capital Markets, Fixed Income, Public Finance, Investments, Bloomberg, Finance, Financial Modeling, Financial Analysis, Project Finance, Due Diligence, Series 63, Securities
Education
University of Pennsylvania 1999 — 2001
Master, Government
College of the Holy Cross 1995 — 1999
Bachelor of Arts, Economics
Seton Hall Prep High School 1991 — 1995
Sacred Heart, Bloomfield, New Jersey
Sacred Heart, Bloomfield, New Jersey
Rodney Jones Sr. Rodney Jones Sr.'s MR Beal & Company Experience January 1989 - January 1991
Job President of National Capital Resources, and Diversified Energy Services Company (DESCO)
Industry Financial Services
Experience
NCR is a SEC Registered Financial Advisor January 1991 - Present
National Capital Resources, LLC, an SEC Registered Financial Advisor January 1991 - Present
National Capital Resources, LLC and Clear View Investments January 2013 - Present
RR Donnelley-Financial January 1998 - January 2000
MR Beal & Company January 1989 - January 1991
MassDevelopment January 1987 - January 1989
Skills
Publications, Strategic Planning, New Business Development, Investments, Start-ups, Mergers, Budgets, Marketing Strategy, Due Diligence, Negotiation, Finance, Executive Management, Business Development, Public Speaking, Financial Analysis, Team Building, Marketing, Business Planning, Mergers & Acquisitions, Risk Management, Portfolio Management, Management, Nonprofits
Education
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA), Finance, and Strategic Planning
Morgan State University 1970 — 1972
Bachelors of Arts, Bus. Adm and Accounting
NCR is a SEC Registered Financial Advisor January 1991 - Present
National Capital Resources, LLC, an SEC Registered Financial Advisor January 1991 - Present
National Capital Resources, LLC and Clear View Investments January 2013 - Present
RR Donnelley-Financial January 1998 - January 2000
MR Beal & Company January 1989 - January 1991
MassDevelopment January 1987 - January 1989
Skills
Publications, Strategic Planning, New Business Development, Investments, Start-ups, Mergers, Budgets, Marketing Strategy, Due Diligence, Negotiation, Finance, Executive Management, Business Development, Public Speaking, Financial Analysis, Team Building, Marketing, Business Planning, Mergers & Acquisitions, Risk Management, Portfolio Management, Management, Nonprofits
Education
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA), Finance, and Strategic Planning
Morgan State University 1970 — 1972
Bachelors of Arts, Bus. Adm and Accounting
Sherman Boone Sherman Boone's MR Beal & Company Experience September 1990 - July 1991
Job Senior Policy Advisor, Division of Economic and Risk Analysis (DERA) at US Securities and Exchange Commission
Industry International Affairs
Experience
U.S. Securities and Exchange Commission April 2014 - Present
US Securities and Exchange Commission April 2012 - April 2014
US Securities and Exchange Commission May 2004 - April 2012
US Treasury Department, Office of International Banking and Securities Markets June 1998 - April 2004
National Security Council / National Economic Council, The White House March 1997 - June 1998
U.S. Treasury Department, International Affairs April 1992 - March 1997
MR Beal & Company September 1990 - July 1991
DSL Capital Corporation March 1985 - September 1990
Merrill Lynch May 1985 - March 1986
Crocker National Bank September 1981 - July 1984
Skills
Public Policy, International Relations, Economics, Policy, Government, Research, Securities Regulation, Policy Analysis, Corporate Governance, Political Science, Financial Regulation, Economic Development, International..., Public Speaking, Politics, Diplomacy, Analysis, International Economics, Stata, Risk Management
Education
Princeton University 1977 — 1980
Master of Public Administration (MPA), International Relations and Affairs
Grinnell College 1973 — 1977
Bachelor of Arts (B.A.), History
U.S. Securities and Exchange Commission April 2014 - Present
US Securities and Exchange Commission April 2012 - April 2014
US Securities and Exchange Commission May 2004 - April 2012
US Treasury Department, Office of International Banking and Securities Markets June 1998 - April 2004
National Security Council / National Economic Council, The White House March 1997 - June 1998
U.S. Treasury Department, International Affairs April 1992 - March 1997
MR Beal & Company September 1990 - July 1991
DSL Capital Corporation March 1985 - September 1990
Merrill Lynch May 1985 - March 1986
Crocker National Bank September 1981 - July 1984
Skills
Public Policy, International Relations, Economics, Policy, Government, Research, Securities Regulation, Policy Analysis, Corporate Governance, Political Science, Financial Regulation, Economic Development, International..., Public Speaking, Politics, Diplomacy, Analysis, International Economics, Stata, Risk Management
Education
Princeton University 1977 — 1980
Master of Public Administration (MPA), International Relations and Affairs
Grinnell College 1973 — 1977
Bachelor of Arts (B.A.), History
Reg Weaver Reg Weaver's MR Beal & Company Experience November 2010 - February 2013
Job Senior Trader at Cheevers & Company, Inc.
Industry Financial Services
Experience
Cheevers & Company, Inc. February 2013 - Present
MR Beal & Company November 2010 - February 2013
Gardner Rich, LLC June 2009 - November 2010
William Blair and Company February 2000 - December 2008
NCM Capital January 1992 - May 1999
Ariel Capital Management 1985 - 1985
Education
Morehouse College 1983 — 1988
B.A., Finance
St. Peter Lutheran
St. Peter Lutheran
Cheevers & Company, Inc. February 2013 - Present
MR Beal & Company November 2010 - February 2013
Gardner Rich, LLC June 2009 - November 2010
William Blair and Company February 2000 - December 2008
NCM Capital January 1992 - May 1999
Ariel Capital Management 1985 - 1985
Education
Morehouse College 1983 — 1988
B.A., Finance
St. Peter Lutheran
St. Peter Lutheran
Patrick Bave Patrick Bave's MR Beal & Company Experience May 2011 - September 2011
Job Manager: Big Box Leasing & Development at General Growth Properties
Industry Financial Services
Experience
General Growth Properties March 2015 - Present
General Growth Properties January 2015 - March 2015
General Growth Properties October 2013 - January 2015
General Growth Properties April 2012 - October 2013
Pearson Realty Group November 2011 - April 2012
MR Beal & Company May 2011 - September 2011
Chicago Urban League March 2011 - May 2011
Skills
Financial Analysis, Equities
Education
Loyola University of Chicago 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Fordham Preparatory School
Loyola University Chicago
School of Business AdministrationBBA, Finance
General Growth Properties March 2015 - Present
General Growth Properties January 2015 - March 2015
General Growth Properties October 2013 - January 2015
General Growth Properties April 2012 - October 2013
Pearson Realty Group November 2011 - April 2012
MR Beal & Company May 2011 - September 2011
Chicago Urban League March 2011 - May 2011
Skills
Financial Analysis, Equities
Education
Loyola University of Chicago 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Fordham Preparatory School
Loyola University Chicago
School of Business AdministrationBBA, Finance
John Livreri John Livreri's MR Beal & Company Experience 1993 - 1996
Job Principal Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA January 2011 - Present
ALaS Consulting Corp. August 2010 - October 2010
LaBranche Structured Products LLC 2006 - 2010
Commerzbank AG 2002 - 2006
Oscar Gruss 2000 - 2002
Capital Markets / Newbold Consulting Groups 1996 - 2000
MR Beal & Company 1993 - 1996
Drexel Burnham Lambert 1986 - 1993
Skills
Compliance, Financial Reporting, Accounting, FINRA, Financial Analysis, Analysis, Financial Services, Finance, General Ledger, Account Reconciliation, Internal Controls, Financial Audits, Financial Accounting, Securities, Mergers & Acquisitions, Risk Management, Due Diligence, Capital Markets, Equities, Fixed Income
Education
Queens College 1976 — 1980
B.A., Accounting
FINRA January 2011 - Present
ALaS Consulting Corp. August 2010 - October 2010
LaBranche Structured Products LLC 2006 - 2010
Commerzbank AG 2002 - 2006
Oscar Gruss 2000 - 2002
Capital Markets / Newbold Consulting Groups 1996 - 2000
MR Beal & Company 1993 - 1996
Drexel Burnham Lambert 1986 - 1993
Skills
Compliance, Financial Reporting, Accounting, FINRA, Financial Analysis, Analysis, Financial Services, Finance, General Ledger, Account Reconciliation, Internal Controls, Financial Audits, Financial Accounting, Securities, Mergers & Acquisitions, Risk Management, Due Diligence, Capital Markets, Equities, Fixed Income
Education
Queens College 1976 — 1980
B.A., Accounting
Gary Iannarone Gary Iannarone's MR Beal & Company Experience September 2012 - January 2014
Job Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2015 - Present
MLV & Co. February 2014 - August 2015
M.R. Beal & Company September 2012 - January 2014
Bloomberg LP May 2012 - September 2012
Deal4Meals.com, LLC September 2010 - December 2011
Tinari Economics Group (TEG) October 2010 - August 2011
Skills
Financial Modeling, Municipal Bonds, Public Finance, DBC Finance, Government Bonds, Bond Markets, Fixed Income, Fixed Income Analysis, Investment Banking, Valuation, Finance, Analysis, Investments, Economics, DCF, Cash Flow, Budgets, Financial Statement..., Public Sector Financial..., Public Financial..., Local Government Finance
Education
Seton Hall University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Investment Banking Institute 2011 — 2011
Investment Banking
Goldman Sachs August 2015 - Present
MLV & Co. February 2014 - August 2015
M.R. Beal & Company September 2012 - January 2014
Bloomberg LP May 2012 - September 2012
Deal4Meals.com, LLC September 2010 - December 2011
Tinari Economics Group (TEG) October 2010 - August 2011
Skills
Financial Modeling, Municipal Bonds, Public Finance, DBC Finance, Government Bonds, Bond Markets, Fixed Income, Fixed Income Analysis, Investment Banking, Valuation, Finance, Analysis, Investments, Economics, DCF, Cash Flow, Budgets, Financial Statement..., Public Sector Financial..., Public Financial..., Local Government Finance
Education
Seton Hall University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Investment Banking Institute 2011 — 2011
Investment Banking
Samphas Chhea Samphas Chhea's MR Beal & Company Experience March 2012 - January 2014
Job
Industry Investment Banking
Experience
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Stan Grayson's MR Beal & Company Experience President & Chief Operating OfficerM.R. Beal & CompanyJuly 2002 - Present
Job Vice Chairman & Chief Operating Officer at M.R. Beal & Company
Industry Financial Services
Experience
MR Beal & Company President & Chief Operating OfficerM.R. Beal & CompanyJuly 2002 - Present
Education
College of the Holy Cross 1968 — 1972
BA, Economics
Holy Cross College 1968 — 1972
B. A., Economics
MR Beal & Company President & Chief Operating OfficerM.R. Beal & CompanyJuly 2002 - Present
Education
College of the Holy Cross 1968 — 1972
BA, Economics
Holy Cross College 1968 — 1972
B. A., Economics
Nabil Bennouna's MR Beal & Company Experience March 2009 - June 2012
Job Vice President | Public Finance | Energy & Power Infrastructure
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets June 2012 - Present
M.R. Beal & Company March 2009 - June 2012
M. R. Beal & Company August 2007 - February 2009
Ferrand Consulting Group, Inc. November 2006 - August 2007
Skills
Pension Funds, Finance, Investments, Microsoft Excel, Investment Banking, Banking, Pronunciation, Due Diligence, Valuation, Financial Modeling, Capital Markets, Bonds, Public Finance, Bloomberg, Fixed Income, Series 7, Securities, Derivatives, Bloomberg Terminal
Education
Tulane University 2001 — 2005
BSE, Biomedical Engineering
BMO Capital Markets December 2013 - Present
BMO Capital Markets June 2012 - Present
M.R. Beal & Company March 2009 - June 2012
M. R. Beal & Company August 2007 - February 2009
Ferrand Consulting Group, Inc. November 2006 - August 2007
Skills
Pension Funds, Finance, Investments, Microsoft Excel, Investment Banking, Banking, Pronunciation, Due Diligence, Valuation, Financial Modeling, Capital Markets, Bonds, Public Finance, Bloomberg, Fixed Income, Series 7, Securities, Derivatives, Bloomberg Terminal
Education
Tulane University 2001 — 2005
BSE, Biomedical Engineering
Brent Boyce's MR Beal & Company Experience July 2012 - December 2013
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2014 - Present
M.R. Beal & Company July 2012 - December 2013
SunTrust Robinson Humphrey July 2010 - September 2011
threeKINGS NYC August 2003 - July 2010
Goldman Sachs September 2006 - July 2007
Ernst & Young October 2002 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Capital Markets, Bloomberg, Real Estate, Financial Analysis, Mergers & Acquisitions, Real Estate Economics, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Equities, Venture Capital, Fixed Income, Corporate Finance, Investments, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Entrepreneurship
Morehouse College 1998 — 2002
BA, Accounting
Collegiate School 1986 — 1998
BMO Capital Markets January 2014 - Present
M.R. Beal & Company July 2012 - December 2013
SunTrust Robinson Humphrey July 2010 - September 2011
threeKINGS NYC August 2003 - July 2010
Goldman Sachs September 2006 - July 2007
Ernst & Young October 2002 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Capital Markets, Bloomberg, Real Estate, Financial Analysis, Mergers & Acquisitions, Real Estate Economics, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Equities, Venture Capital, Fixed Income, Corporate Finance, Investments, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Entrepreneurship
Morehouse College 1998 — 2002
BA, Accounting
Collegiate School 1986 — 1998
Brian Lambert's MR Beal & Company Experience January 2013 - November 2014
Job Loan Originator at StoneCastle Land & Home Financial
Industry Financial Services
Experience
StoneCastle Land & Home Financial December 2014 - Present
MR Beal & Company January 2013 - November 2014
Jackson Securities February 2010 - January 2013
Magna Securities March 2009 - March 2010
Screaming Eagle Trading February 2006 - February 2009
Oppenheimer & Co. January 2003 - February 2006
Lehman Brothers 2000 - 2000
Robertson Stephens 1990 - 2000
Weeden & Co. March 1986 - January 1990
City of Cleveland January 1980 - January 1982
Skills
Trading, Equities, Investment Banking, Capital Markets, Asset Managment, Equity Trading, Investments, Electronic Trading, Trading Systems, Fixed Income, Equity Research, Series 7, Hedge Funds, Valuation, Securities, Financial Modeling, Corporate Finance, Portfolio Management, Public Finance, Program Trading, Prime Brokerage, Equity Derivatives, Bonds, Asset Management, Bloomberg
Education
Golden Gate University 1988 — 1990
MBA, Investments and Securities
Cleveland State University 1979 — 1980
Master of Science (MS), Urban Planning
st edwards high school
StoneCastle Land & Home Financial December 2014 - Present
MR Beal & Company January 2013 - November 2014
Jackson Securities February 2010 - January 2013
Magna Securities March 2009 - March 2010
Screaming Eagle Trading February 2006 - February 2009
Oppenheimer & Co. January 2003 - February 2006
Lehman Brothers 2000 - 2000
Robertson Stephens 1990 - 2000
Weeden & Co. March 1986 - January 1990
City of Cleveland January 1980 - January 1982
Skills
Trading, Equities, Investment Banking, Capital Markets, Asset Managment, Equity Trading, Investments, Electronic Trading, Trading Systems, Fixed Income, Equity Research, Series 7, Hedge Funds, Valuation, Securities, Financial Modeling, Corporate Finance, Portfolio Management, Public Finance, Program Trading, Prime Brokerage, Equity Derivatives, Bonds, Asset Management, Bloomberg
Education
Golden Gate University 1988 — 1990
MBA, Investments and Securities
Cleveland State University 1979 — 1980
Master of Science (MS), Urban Planning
st edwards high school
Tasheena Davey's MR Beal & Company Experience July 2009 - August 2009
Job Student at Johnson and Wales University
Industry Accounting
Experience
Multiple National Sclerosis Society December 2011 - April 2012
Women's Center September 2009 - November 2011
Jerk & Seafood Center April 2007 - August 2011
M.R. Beal & Company July 2009 - August 2009
Education
Johnson & Wales University
Bachelor of Science, Accounting; Fraud Examination & Finance
Multiple National Sclerosis Society December 2011 - April 2012
Women's Center September 2009 - November 2011
Jerk & Seafood Center April 2007 - August 2011
M.R. Beal & Company July 2009 - August 2009
Education
Johnson & Wales University
Bachelor of Science, Accounting; Fraud Examination & Finance
Peter R. Catalano, Jr.'s MR Beal & Company Experience February 2006 - February 2007
Job Senior Financial Executive
Industry Capital Markets
Experience
Milestone Financial Advisory Services June 2014 - January 2015
BNY Mellon Capital Markets LLC February 2007 - March 2014
MR Beal & Company February 2006 - February 2007
SW Bach and Company March 2003 - February 2006
Sumitomo Mitsui Banking Corporation Securities, Inc. January 1998 - February 2003
Skills
Finance, Financial Analysis, Capital Markets, Financial Reporting, Internal Controls, Financial Accounting, Variance Analysis, Cash Management, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Financial Statements, US GAAP, Cash Flow, Derivatives, Accounting
Education
Adelphi University
Master of Science (M.S.), Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Milestone Financial Advisory Services June 2014 - January 2015
BNY Mellon Capital Markets LLC February 2007 - March 2014
MR Beal & Company February 2006 - February 2007
SW Bach and Company March 2003 - February 2006
Sumitomo Mitsui Banking Corporation Securities, Inc. January 1998 - February 2003
Skills
Finance, Financial Analysis, Capital Markets, Financial Reporting, Internal Controls, Financial Accounting, Variance Analysis, Cash Management, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Financial Statements, US GAAP, Cash Flow, Derivatives, Accounting
Education
Adelphi University
Master of Science (M.S.), Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Jamie Cortese's MR Beal & Company Experience 2011 - 2014
Job
Industry Financial Services
Experience
Ramirez & Co., Inc. January 2014 - Present
MR Beal & Company 2011 - 2014
UBS March 1994 - June 2008
Skills
Municipal Bonds
Education
State University of New York College at Oswego 1979 — 1983
Bachelor of Science (B.S.), Political Science and Government
Ramirez & Co., Inc. January 2014 - Present
MR Beal & Company 2011 - 2014
UBS March 1994 - June 2008
Skills
Municipal Bonds
Education
State University of New York College at Oswego 1979 — 1983
Bachelor of Science (B.S.), Political Science and Government