Ned Davis Research

Industry: Company

Description

Founded: 1980 Parent organization: Euromoney Institutional Investor Subsidiary: Ned Davis Research, Inc., Asset Management Arm

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Ned Davis Research Employees

Employee
Years
Job
Industry
Alejandra Grindal Alejandra Grindal Sarasota, Florida Details
Alejandra Grindal's Ned Davis Research Experience June 2006 - Present
Job Senior International Economist at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research   June 2006 - Present
Edison College  August 2005 - May 2006
Santa Fe Community College  January 2004 - April 2005

Skills
International Economics, Econometrics, Macroeconomics, Economic Research, Financial Markets, Economic Policy, Economics, Investment Strategies, Global Economics, Alternative Investments, Capital Markets, Emerging Markets, Equity Research, Fixed Income, Hedge Funds, Monetary Policy

Education
Florida State University   2002 — 2003
Master's degree, Economics

Florida State University   1998 — 2002
Bachelor's degree, Economics and International Affairs

Mike Funk Mike Funk Placida, Florida Details
Mike Funk's Ned Davis Research Experience May 2009 - July 2010
Job Scala Engineer
Industry Information Technology and Services
Experience
Objektwerks   January 2012 - Present
Mad Mobile  July 2011 - December 2011
Catalina Marketing  February 2011 - April 2011
Walt Disney World  September 2010 - February 2011
Ned Davis Research   May 2009 - July 2010
IHG - InterContinental Hotels Group  August 2008 - April 2009
Walt Disney World  January 2008 - July 2008
FLO TV Incorporated, subsidiary of Qualcomm  April 2007 - November 2007
Florida Power & Light  January 2007 - March 2007
Centers for Disease Control and Prevention  July 2006 - November 2006

Skills
Scala - 2.5, Java - 17, Hibernate - 8, Spring - 8, JPA - 6, Swing - 10, JavaFX - 1

Education
University of Maryland College Park   1986 — 1990
Bachelor's Degree, Asian Studies, International Business

Parleys   2015 — 2015
Scala

Coursera   2013 — 2014
Java and Scala

John Lyon, CFA John Lyon, CFA Sarasota, Florida Details
John Lyon, CFA's Ned Davis Research Experience November 2013 - Present
Job Sector Analyst at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research   November 2013 - Present
Armbruster Capital Management, Inc.   January 2012 - November 2013
Fulreader & Komma Management, Inc.   September 2011 - December 2011
Lyon Capital Management, LLC   December 2007 - January 2011
Country Club of Rochester  May 2008 - August 2010

Skills
Financial Analysis, Investment Management, Research, Valuation, Microsoft Excel, Microsoft Office, Asset Allocation, Equity Research

Education
Colgate University   2007 — 2011
BA, History, Economics (Minor)

Susie Castillo Susie Castillo Boston, Massachusetts Details
Susie Castillo's Ned Davis Research Experience October 2013 - February 2015
Job Event Marketing Specialist at Localytics
Industry Marketing and Advertising
Experience
Localytics  February 2014 - Present
Ned Davis Research   October 2013 - February 2015
WestJet  April 2007 - August 2014
TMG  April 2011 - August 2012
Fido Solutions  November 2004 - January 2007
PMA Canada  May 2003 - January 2007

Skills
Customer Service, Marketing Strategy, Management, Sales, Social Media, Strategic Planning, Marketing, Market Research, Event Management, Public Speaking, Time Management, Coaching, Sponsorship, Marketing Communications, Team Leadership, Social Media Marketing, Leadership, Social Networking, Teamwork, Fundraising, Product Development, French, Event Planning, Entertainment, Public Relations, Project Management, Budgets, Microsoft Office

Education
University of Manitoba
Bachelor of Commerce Degree, Marketing

Université du Québec à Trois-Rivières   2002 — 2004
French

Satheesh Murugappan Satheesh Murugappan Auburn Hills, Michigan Details
Satheesh Murugappan's Ned Davis Research Experience June 2013 - March 2014
Job Consultant at Volkswagen of America, Inc
Industry Computer Software
Experience
Volkswagen of America, Inc  July 2015 - Present
VMware  April 2015 - July 2015
Cisco  May 2014 - April 2015
CIGNEX Datamatics  June 2012 - April 2015
Ned Davis Research   June 2013 - March 2014
Tata Consultancy Services  March 2010 - September 2012
LCH.Clearnet  2010 - 2011
Genisys Software  January 2009 - March 2010
Birlasoft  September 2007 - January 2009
Trans It mPower Labs   February 2006 - September 2007

Skills
Struts, Liferay, Weblogic, AJAX, Oracle, Java, J2EE Application..., MySQL, Spring 2.x, HTML, CSS, XSLT, Hibernate 3.1, OpenSSO, SAML 2.0, LDAP, Apache, Oracle 9i, JMeter, Lucene, XML, Solr, PostgreSQL, Unix, Alloy UI, jQuery, Websphere, Spring Framework, Java Enterprise Edition, Hibernate

Education
Bharathidasan University   2000 — 2004
B.E, Electronics and Communication

Sawyer Lambert Sawyer Lambert Sarasota, Florida Details
Sawyer Lambert's Ned Davis Research Experience May 2014 - August 2014
Job Undergraduate Student at University of Florida
Industry Investment Management
Experience
RecoverywithCare LLC   February 2015 - Present
Ned Davis Research   May 2014 - August 2014

Skills
Financial Analysis, Financial Accounting, Research, Computer Science, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, English

Education
University of Florida   2015 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance

University of Mississippi   2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance

University of Pennsylvania - The Wharton School   2013 — 2014
Introduction to Accounting

Breaking into Wall Street
Modeling Work and Excel

Pine View High School

Patrick T. Ayers Patrick T. Ayers Sarasota, Florida Area Details
Patrick T. Ayers's Ned Davis Research Experience March 2014 - Present
Job International Economic Analyst at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research   March 2014 - Present

Education
Florida International University - College of Business Administration   2012 — 2013
Master of Science, Finance

Florida State University   2005 — 2010
Dual Bachelors of Science, Economics and Political Science

Josh Cochran, CFA Josh Cochran, CFA Greater Atlanta Area Details
Josh Cochran, CFA's Ned Davis Research Experience September 2013 - February 2014
Job Associate Wealth Management Advisor at Fifth Third Investment Advisors
Industry Investment Management
Experience
Fifth Third Bank  March 2014 - Present
Ned Davis Research   September 2013 - February 2014
Merrill Lynch - Private Banking & Investment Group  June 2011 - August 2013
Merrill Lynch  June 2008 - June 2011
Merrill Lynch  February 2008 - May 2008

Skills
Bloomberg, Private Banking, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Alternative Investments, Private Equity, Hedge Funds, Commodity Markets, Derivatives, Securities, Quantitative Analytics, Capital Markets, Financial Markets, Options, Investment Banking, Finance, Economics, Bonds, Trading, ETFs, Wealth Management..., Financial Advisory, FINRA, Financial Services, Equity Valuation

Education
University of North Carolina at Greensboro
B.S., Finance

Eric Lankinen Eric Lankinen Montreal, Canada Area Details
Eric Lankinen's Ned Davis Research Experience August 2011 - September 2014
Job Founding Partner at HexaB Consulting
Industry Financial Services
Experience
Ned Davis Research   August 2011 - September 2014
BCA Research  May 1986 - July 2011

Skills
Strategic Planning, Sales Management, Start-ups, Marketing Strategy, Finance, Product Development, Technology Management, Acquisitions, Finance Management, Compensation and..., Management, Risk Management, Leadership, Sales, Corporate Finance

Education
Laurentian University/Université Laurentienne   1983 — 1986
Bachelor of Science (B.Sc.), Mathematics and Computer Science

Aimee Garneau,MBA Aimee Garneau,MBA Greater Boston Area Details
Aimee Garneau,MBA's Ned Davis Research Experience July 2015 - Present
Job Accounting Manager
Industry Accounting
Experience
Ned Davis Research   July 2015 - Present
Onset Technology  December 2014 - July 2015
Garneau & Associates   January 2009 - January 2015
Ned Davis Research   2015 - 2015
Beth Israel Deaconess Medical Center  April 2014 - November 2014
KNF&T Staffing Resources  January 2014 - April 2014
Meteorix  June 2012 - January 2014
Catalyst Online  January 2012 - May 2012
HealthWyse  November 2008 - January 2012
Metro Boston  December 2007 - October 2008

Skills
Accounting, Quickbooks, Microsoft Office, Accounts Payable, Excel, Financial Reporting, GAAP, Outlook, Payroll, General Ledger, Accounts Receivable, Analysis, Employee Benefits, Small Business, PowerPoint, Tax, Financial Analysis, Revenue Recognition, Microsoft Excel, QuickBooks, Account Reconciliation, Journal Entries, Financial Statements, Tax Preparation, Invoicing, Fixed Assets, Financial Accounting, US GAAP, Bookkeeping, Spreadsheets, Expenses, ADP Payroll, Cost Accounting, Sarbanes-Oxley, Income Tax, Tax Accounting, Tax Returns, Corporate Tax, Microsoft Word, Bank Reconciliation, Time Management, Balance Sheet, Preparation, Year-end Close, Project Accounting, Accruals, Salesforce.com, Payroll Taxes, Human Resources, Finance

Education
Husson University   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

Husson University   2004 — 2006
Master’s Degree, Business/Commerce, General

Husson University   1998 — 2004
Bachelor’s Degree, Accounting

Sanford High School   1994 — 1998
High School

Ajith Jose Ajith Jose Sarasota, Florida Area Details
Ajith Jose's Ned Davis Research Experience August 2014 - Present
Job Senior Software Engineer at Ned Davis Research
Industry Computer Software
Experience
Ned Davis Research   August 2014 - Present
Ned Davis Research   August 2012 - August 2014
Verizon  March 2011 - August 2012
Oak Ridge National Laboratory  May 2009 - July 2010
EMC Lab, Missouri S&T   August 2008 - May 2009
Accenture  May 2006 - July 2008
Sapienz Solutions   December 2005 - April 2006

Skills
Java, PL/SQL, Oracle, OOP, Android, Design Patterns, XML, Object Oriented Design, Perl, JavaScript, MapReduce, XSLT, Functional Programming, Racket, Lisp, Scheme, Affective Computing, JFreeChart, XPath, RESTful API

Education
Missouri University of Science and Technology   2008 — 2010
MS, Computer Science

Kannur University   2001 — 2005
B.Tech, Information Technology

Patrick Tschosik Patrick Tschosik United States Details
Patrick Tschosik's Ned Davis Research Experience September 2006 - Present
Job Consumer Strategist at Ned Davis Research
Industry Investment Management
Experience
Ned Davis Research   September 2006 - Present
RCM Capital Management  November 2000 - August 2006
Banc of America Investments  July 1999 - October 2000
Kraft Foods  January 1995 - June 1999

Skills
Equities, Equity Research, Portfolio Management, Bloomberg, Asset Management, Chartered Financial..., Programming, Microsoft Excel, Alternative Investments, Capital Markets, Investment Strategies

Education
The University of Chicago   1995 — 1997
MBA, Finance and Accounting

Illinois State University   1986 — 1990
BS, Computer Science

Newman Central Catholic High School   1982 — 1986

Martin Horowitz Martin Horowitz Durham, North Carolina Details
Martin Horowitz's Ned Davis Research Experience May 2012 - August 2012
Job Summer Associate at Cadwalader, Wickersham & Taft LLP
Industry Law Practice
Experience
Cadwalader, Wickersham & Taft LLP   May 2015 - July 2015
Duke University School of Law  June 2014 - July 2014
Knomad   May 2014 - June 2014
Law Offices of Gregg M Horowitz   December 2012 - May 2013
Ned Davis Research   May 2012 - August 2012
Cavalier Corporation   May 2005 - August 2011

Skills
Research, Strategy, Proofreading, Entrepreneurship, Legal Research, Publications, Legal Writing, Language Learning, Microsoft Office, Microsoft Excel, Public Speaking

Education
Duke University School of Law   2013 — 2016
JD/LLM in Law and Entrepreneurship

University of Miami   2009 — 2012
AB, Economics, 3.855

Pine View

Wayne Ratliff Wayne Ratliff Charleston, West Virginia Details
Wayne Ratliff's Ned Davis Research Experience 1993 - 1994
Job President, Market Symmetrics
Industry Market Research
Experience
Market Symmetrics   1987 - Present
Capital Strategies, Llc. / Walnut Street Securities, Llc.   2000 - 2001
Rosenthal Collins Group, Llc  1994 - 1996
Ned Davis Research   1993 - 1994
Market Metrics, Inc.,   1990 - 1993
Dominick & Dominick, Llc.   1988 - 1990
Blinder, Robinson & Co., Inc.   1987 - 1988
United States Air Force  1980 - 1988

Education
University of Kentucky
Finance / Economics

Ed Clissold, CFA Ed Clissold, CFA Sarasota, Florida Area Details
Ed Clissold, CFA's Ned Davis Research Experience January 2012 - Present
Job U.S. Market Strategist at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research   January 2012 - Present
Ned Davis Research, Inc.   August 2010 - January 2012
Ned Davis Research, Inc.   April 2002 - August 2010
Strong Capital Management  2001 - 2001
J.C. Bradford & Co.   June 1997 - June 2000

Education
Indiana University - Kelley School of Business   2000 — 2002
MBA, Finance

Indiana University Bloomington   2000 — 2002
MBA, Finance

Transylvania University   1993 — 1997
B.A., Economics

Alan Coman Alan Coman New York, New York Details
Alan Coman's Ned Davis Research Experience March 2009 - May 2011
Job Associate, Model Risk and Development Securitized Products at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   February 2015 - Present
Baruch College  August 2012 - Present
BNP Paribas  April 2014 - January 2015
State Street  January 2013 - March 2014
RBC Capital Markets  June 2012 - September 2012
Ned Davis Research   March 2009 - May 2011
Bank of Montreal  October 2007 - February 2009
RBC Royal Bank  March 2005 - October 2007
CIBC  January 2002 - April 2002

Skills
Quantitative Finance, VBA, Derivatives, C++, Quantitative Analytics, Interpersonal..., Monte Carlo Simulation, Econometrics, Fixed Income, Trading, Financial Modeling, R, Backtesting, Portfolio Management, Statistics, Asset Management, Bloomberg, Capital Markets, Options, Equities, Financial Analysis, Equity Derivatives, Credit Derivatives, Financial Markets, Stochastic Calculus, Bonds, Financial Risk, Investments, Economics, Commodity, Hedge Funds, Trading Systems, Financial Engineering, Market Risk, Risk Management

Education
City University of New York-Baruch College   2011 — 2012
Masters, MS, Financial Engineering

Queen's University   2003 — 2004
MA, Economics/Finance

University of Waterloo   2000 — 2003
B.Math, Mathematics; Applied Mathematics / Economics

Academia de Studii Economice din București   1996 — 1999
Did not graduate as I moved to Canada, University of Waterloo, Econometrics and Quantitative Economics

Gh Lazar highschool

Emily Chalko Emily Chalko Greater Boston Area Details
Emily Chalko's Ned Davis Research Experience February 2014 - Present
Job Sales Associate Advisory Accounts at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research   February 2014 - Present
OwnerIQ, Inc.   July 2013 - January 2014
Standard Life Investments  September 2012 - February 2013
Lynch & Associates  January 2010 - January 2012
OpenAir  June 2008 - November 2009

Skills
SaaS, Salesforce.com, Account Management, CRM, Enterprise Software, Financial Analysis, Manage Client..., Bank Reconciliation, Financial Accounting, Accounts Receivable, Accounts Payable, Stress Testing, Financial Reporting, Reporting & Analysis, PowerPoint, Microsoft Excel, Long-term Customer..., Business Relationship..., Sales, QuickBooks, Financial Modeling, Idea Generation, Leadership, NetSuite, Start-ups, Finance, Data Analysis, Accounting, Lead Generation, Strategy, Bloomberg

Education
College of the Holy Cross   2004 — 2008

Edward V. Hackett Edward V. Hackett Sarasota, Florida Area Details
Edward V. Hackett's Ned Davis Research Experience 1998 - November 2011
Job
Industry Information Technology and Services
Experience
Ned Davis Research   1998 - November 2011
Baybridge Associates   1996 - 1998
Morgan Stanley  1993 - 1994
Coronado   1990 - 1992
Insilco Corporation  1987 - 1989
Insilco Corporation  1985 - 1987
Insilco Corporation  1979 - 1984
Ernst & Young  1972 - 1978

Skills
Executive Management, Investment Advisory, Strategic Planning, M&A experience, Asset Management, Negotiation, Risk Management, Employee Stock..., Change Management, Disaster Recovery, Management Consulting, Mergers, Due Diligence, Business Strategy, Business Analysis, Investments, Acquisition Integration, Financial Analysis, Process Improvement, Strategic Consulting, Strategic Financial..., Business Development, SEC compliance, SEC reporting, Legal Issues, Real Estate, Intellectual Property, Strategy Development, Business Growth, Organizational..., Financial Management, Turnaround Experience, Marketing Strategy, Deferred Compensation, Administration, Human Capital Management, Troubleshooting, Financial Planning, Problem Solving, Business Planning, Restructuring, Divestitures, Internal Controls, SEC, Mergers & Acquisitions, Strategy, SEC filings, Capital Markets, Hedge Funds, Equities

Education
Columbia University - Columbia Business School
MBA, Accounting

Fordham University
BA, Political Science

Manhattan Prep

Eric Roemisch Eric Roemisch Sarasota, Florida Details
Eric Roemisch's Ned Davis Research Experience January 2014 - Present
Job IT Support Technician
Industry Financial Services
Experience
Ned Davis Research   January 2014 - Present

Skills
Active Directory, Microsoft Office, Troubleshooting, Operating Systems

Education
State College of Florida-Manatee-Sarasota   2012 — 2014
Associate of Science (A.S.), Network Administration and Security, Magna Cum Laude

Brian Pineau Brian Pineau Greater Boston Area Details
Brian Pineau's Ned Davis Research Experience November 2013 - November 2014
Job Investment Analyst at O'Brien Management, LLC
Industry Financial Services
Experience
O'Brien Management, LLC   November 2014 - Present
Ned Davis Research   November 2013 - November 2014
John Hancock Financial Services  September 2012 - October 2013
John Hancock  June 2010 - August 2010

Education
Bentley University   2007 — 2011
Bachelor of Science (BS), Corporate Finance and Accounting

Boston College High School   2003 — 2007

John Kornack John Kornack Greater Boston Area Details
John Kornack's Ned Davis Research Experience January 2015 - Present
Job Analyst at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research   January 2015 - Present
Insight Global  July 2014 - January 2015
EMC  May 2013 - August 2013
Kraw Kornack Funeral Home   May 2008 - January 2013

Skills
Asset Management, SAP, Microsoft Excel, Oracle Applications, Leadership, Teamwork, Finance, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Access, Customer Service, Marketing, Sales, Public Speaking

Education
Providence College   2010 — 2014
Bachelor of Science (BS), Finance

Dover-Sherbron High School   2006 — 2010

Brian Sanborn, CFA Brian Sanborn, CFA Sarasota, Florida Area Details
Brian Sanborn, CFA's Ned Davis Research Experience December 2004 - Present
Job Global Quantitative Equity Strategist
Industry Financial Services
Experience
Ned Davis Research   December 2004 - Present
Vardon Capital Management   2004 - 2004

Skills
Equities, Portfolio Management, Asset Managment, Equity Research, Trading, Asset Management, Investments, Financial Modeling

Education
Columbia University in the City of New York   2003 — 2004
Masters, Statistics

Davidson College   1999 — 2003
BS, Mathematics, Economics

Page Hodgson Page Hodgson Greater Boston Area Details
Page Hodgson's Ned Davis Research Experience February 2014 - Present
Job Sales Operations Associate at Ned Davis Research
Industry Information Services
Experience
Ned Davis Research   February 2014 - Present
EBSCO Information Services  May 2013 - January 2014
EBSCO Information Services  May 2011 - May 2013
Meridian Associates, Inc.   January 2010 - May 2011

Skills
Sales Operations, Microsoft Office, NetSuite, Sales Logix, Microsoft Excel, Project Management, Event Planning, Strategic Planning, Tableau, Contract Negotiation, Social Media Marketing, Stormwater Management

Education
University of Delaware   2001 — 2005
BA, Latin American Studies, Spanish Minor

Luc Aubin Luc Aubin San Diego, California Details
Luc Aubin's Ned Davis Research Experience April 1999 - Present
Job Research Analyst at Ned Davis Research
Industry Market Research
Experience
Ned Davis Research   April 1999 - Present
Viasystems / Circo-Craft   1997 - 1999
Baker Cummins / Glaxo-Wellcome   February 1997 - July 1997
Novartis / Ciba-Geigy   1996 - 1997

Skills
Equity Research, Equities, Alternative Investments, Asset Management, Financial Markets, Investment Strategies, Market Research, Asset Allocation

Education
HEC Montréal   1993 — 1996
Cert., Logistic

Université de Montréal   1993 — 1994
DESS, Environment

Université de Montréal   1989 — 1992
Bsc, Economics

Veneta Dimitrova Veneta Dimitrova Tampa, Florida Details
Veneta Dimitrova's Ned Davis Research Experience January 2009 - Present
Job Senior U.S. Economist at Ned Davis Research Group
Industry Investment Management
Experience
Ned Davis Research   January 2009 - Present
Bayview Lending Group Llc   September 2006 - January 2009
Nikko Cordial Securities Inc   March 2002 - July 2003
CDC Investment Management Co.   June 1999 - February 2002

Skills
Macroeconomics, Econometrics, Economic Research, Economic Modeling, Business Cycle, Economic Policy, Monetary Policy, Financial Markets, Capital Markets, Fixed Income, Investment Strategies

Education
University of South Florida   2003 — 2006
Master’s Degree, Economics

Eckerd College   1997 — 1999
Bachelor’s Degree, Economics and Mathematics

Bruce Kaminsky Bruce Kaminsky Greater Atlanta Area Details
Bruce Kaminsky's Ned Davis Research Experience August 1994 - September 2009
Job Providing analytics and data to institutional investors and allocators
Industry Financial Services
Experience
eVestment  February 2015 - Present
Sky Investment Services   January 2011 - February 2015
Timescape Global   September 2009 - January 2011
Ned Davis Research   August 1994 - September 2009

Skills
Alternative Investments, Capital Markets, Derivatives, Equity Research, Investment Strategies, Equities, Trading, Investments, Financial Markets, Private Equity, Fixed Income, Investment Management, Mutual Funds, Series 7, Wealth Management, Due Diligence, Hedge Funds, Asset Allocation, Bloomberg, Investor Relations, Asset Management, Securities, Financial Modeling, Valuation, Portfolio Management, Investment Advisory, Fund Of Funds, Institutional..., Options, Financial Services, Retirement Income...

Education
University of Georgia - Terry College of Business   1989 — 1992
bba, finance

Georgia State University   1993 — 1994
MBA

Anthony Welch, CMT Anthony Welch, CMT Sarasota, Florida Area Details
Anthony Welch, CMT's Ned Davis Research Experience May 2015 - Present
Job ETF Strategist at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research   May 2015 - Present
Ned Davis Research, Inc.   May 2007 - Present
Sarasota Capital Strategies   December 2006 - May 2007

Skills
Asset Allocation, ETFs, Investments, Emerging Markets, Portfolio Management, Equities, Asset Managment, Equity Research, Institutional..., Investment Strategies, Market Research, Alternative Investments, Hedge Funds, Technical Analysis, Quantitative Analytics, Portfolio Optimization, Series 65, Valuation, Commodity, Securities, Financial Markets, Bloomberg, Asset Management

Education
Florida State University   2004 — 2006
Bachelor of Science (B.S.), Finance, General

2016 Level III Candidate in the CFA Program

Kara Sigmon Kara Sigmon Clemson, South Carolina Details
Kara Sigmon's Ned Davis Research Experience May 2015 - Present
Job Institutional Sales Analyst at Ned Davis Research
Industry Marketing and Advertising
Experience
Ned Davis Research   May 2015 - Present
Okemo Mountain Resort  November 2014 - May 2015
CSX  July 2014 - October 2014
Clemson University  September 2013 - December 2013
Newell Rubbermaid  May 2013 - August 2013
Hagemeyer North America  May 2012 - August 2012
Clemson University AAF Chapter   August 2011 - May 2012
Clemson University  August 2011 - May 2012
The Toledo Country Club   April 2009 - August 2011

Skills
Microsoft Office, Excel, Access, Microsoft Excel, Leadership, Sales, PowerPoint, Marketing

Education
Clemson University
Bachelor of Science, Marketing

Clemson University   2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services

Clemson University - College of Business and Behavioral Science   2009 — 2013

Clemson University Brussels Center   2011 — 2011

Andrew Mickish Andrew Mickish Sarasota, Florida Area Details
Andrew Mickish's Ned Davis Research Experience July 2007 - Present
Job
Industry Computer Software
Experience
Ned Davis Research   July 2007 - Present
Microsoft  August 2005 - July 2007
Hiconversion Inc.   2007 - 2007
BearShare   October 2001 - July 2005
SneakerLabs   November 1998 - December 2000
Highlander Systems   March 1998 - November 1998
Vanderbilt University Medical Center  August 1995 - April 1998
Carnegie Mellon University  June 1989 - August 1995

Skills
Java, Software Development, XML, C++, Linux, Unix, SQL

Education
Carnegie Mellon University   1986 — 1990
B.S., Mathematics and Computer Science

Jeff Newlin Jeff Newlin Atlanta, Georgia Details
Jeff Newlin's Ned Davis Research Experience May 1997 - June 1999
Job Director, Business Development at Midtown Consulting Group
Industry Management Consulting
Experience
Midtown Consulting Group  August 2015 - Present
CohnReznick LLP  July 2014 - July 2015
RGP (Resources Global Professionals)   July 2011 - July 2014
AGH (Aarons Grant & Habif, LLC)   September 2009 - August 2011
Adams Harris  January 2009 - September 2009
Two Degrees/Slalom Consulting   September 2007 - January 2009
SSRC, Inc.   October 2003 - September 2007
Network Plus  June 1999 - October 2003
Ned Davis Research   May 1997 - June 1999

Skills
Professional Services, Due Diligence, Financial Analysis, Investments, Finance, Consulting, Business, Financial Modeling, Mergers, Executive Management, Forecasting, Financial Services, Financial Reporting, Corporate Finance, Accounting, Business Development, Sarbanes-Oxley Act, Auditing, Risk Management, Internal Audit, SEC filings, Mergers & Acquisitions, Internal Controls, Budgets, Banking, Start-ups, Management Consulting, Financial Risk, Analysis, Management, Leadership, Process Improvement, Business Process..., Strategy, Managerial Finance, Business Analysis, Strategic Planning, Business Intelligence, Enterprise Software, Valuation, Cross-functional Team..., Strategic Financial..., Sales Operations, Business Planning, Negotiation, Marketing, Sales, Human Resources, Business Strategy, CRM

Education
Georgia State University - J. Mack Robinson College of Business   2011 — 2013
MBA, Marketing Analytics / Business Intelligence

University of Georgia - Terry College of Business   1993 — 1997
BBA, Finance/Management

St. Pius X High School

Joseph Lilly Joseph Lilly Tampa/St. Petersburg, Florida Area Details
Joseph Lilly's Ned Davis Research Experience October 1993 - August 1997
Job Enterprise Architect
Industry Information Technology and Services
Experience
Integratecture   August 2008 - Present
Pyramid Consulting  June 2012 - June 2013
PricewaterhouseCoopers LLC  April 2005 - July 2008
JPMorgan Chase  February 2000 - March 2005
Cox Target Media  September 1998 - February 2000
Cochrane Environmental Products   August 1997 - August 1998
Ned Davis Research   October 1993 - August 1997

Skills
Business Modeling, Requirements Analysis, Java Enterprise Edition, Web Services, IT Management, Weblogic, System Architecture, Software Development, Enterprise Software, Websphere, Oracle, Unix, SOA, Business Process..., BPM Architecture, EAI, Portals, Databases, Software Design, Project Management

Education
University of South Florida   2006 — 2006
BSCS coursework, Computer Science

Hillsborough Community College   2004 — 2005
AA Computer Science

Manatee Vocational

Manatee Vocational

Adam Lotz Adam Lotz Miami/Fort Lauderdale Area Details
Adam Lotz's Ned Davis Research Experience January 1996 - January 2000
Job Principal Product Manager, ShareFile at Citrix
Industry Computer Software
Experience
Citrix  June 2012 - Present
Citrix Systems  July 2008 - May 2012
Citrix Systems  November 2007 - July 2008
Citrix Systems, Inc  June 2006 - November 2007
Citrix Systems Inc  May 2000 - May 2006
Ned Davis Research   January 1996 - January 2000

Skills
Cloud Computing, Virtualization, VDI, Product Strategy, Enterprise Software, Data Sharing, Sales Enablement, Go-to-market Strategy, Xen, Product Management, SaaS, Software Development, Pre-sales, Partner Management

Education
Georgia Institute of Technology   1994 — 2000
BS, Computer Science

Andrea Justiniano Andrea Justiniano Sarasota, Florida Area Details
Andrea Justiniano's Ned Davis Research Experience 2002 - 2007
Job Music Educator and Professional Artist
Industry Music
Experience
Bay Haven School of Basics Plus   July 2014 - Present
Manatee County  October 2008 - Present
Bealls Inc.  June 2007 - November 2008
School of Library and Information Science University of South Florida   2006 - 2007
Ned Davis Research   2002 - 2007
Davis Mendel & Regenstein   September 2000 - February 2002
Turner Broadcasting System International   August 1998 - August 2000
Emory University  1996 - 1998

Skills
Web Design, Layout, Public Relations, Print Production, Multimedia, Art History, Ceramic, Pottery, Sculpture, Painting, Mixed Media, Graphic Design, Photography, Adobe Creative Suite, Watercolor, Art Direction, Graphics, Acrylic, InDesign, Visual Arts, Illustrator, Logo Design, Creative Direction, Concept Development, Art, Photoshop, Digital Illustration, Drawing, Illustration, Studio Art, Brochures, Digital Photography, Graphite, Printmaking, Brand Development, Craft, Collage, Ceramic Sculpture, Art Education, Clay, Modern Art, Gouache, Vector Illustration, Fine Art, Visual Communication, Branding & Identity, Corporate Identity, Adobe Acrobat, Image Manipulation, Typography

Education
Art Institute of Pittsburgh   2000 — 2005
Diploma, Digital Design

Emory University   1992 — 1996
BA, Music and English

Oxford College   1992 — 1994
AA

Amilcar Blake Amilcar Blake Tampa/St. Petersburg, Florida Area Details
Amilcar Blake's Ned Davis Research Experience March 2002 - April 2007
Job Director, Business Intelligence & Data Management at Moffitt Cancer Center
Industry Information Technology and Services
Experience
Moffitt Cancer Center  January 2015 - Present
Moffitt Cancer Center  March 2011 - January 2015
M2Gen  December 2008 - March 2011
Moffitt Cancer Center  May 2007 - December 2008
Ned Davis Research   March 2002 - April 2007
Wellfound Technology   June 2000 - June 2001
Scholar's Press   May 1999 - May 2000
Coxe Curry & Associates  May 1998 - May 1999

Skills
Software Development, Databases, Data Modeling, Business Analysis, Business Intelligence, SDLC, Cloud Computing, Design Patterns, Database Design, ETL, SQL, Data Warehousing, Data Analysis, SSRS, HIPAA, SSIS, Enterprise Architecture, Software Design, T-SQL, Microsoft SQL Server, PL/SQL, Oracle, Unix, Web Applications, Research Computing, Software Project..., DB2, Data Integration, Web Services, Software Quality, Code Review, Crystal Reports, .NET, Linux, Java, MicroStrategy, OBIEE, Tableau, High Performance..., Predictive Analytics

Education
Emory University   1992 — 1996
Bachelor of Arts (B.A.)

Ivan Morales Ivan Morales Sarasota, Florida Details
Ivan Morales's Ned Davis Research Experience August 2007 - Present
Job Software Engineer Web Developer
Industry Financial Services
Experience
Ned Davis Research   August 2007 - Present
Ned Davis Research, Inc.   December 1999 - August 2007
Merry Mechanization   February 1996 - December 1996
Merry Mechanization   February 1996 - December 1996

Skills
Tomcat, jQuery, JavaScript, Spring, Java, SQL, Software Engineering, CSS, Servlets, Unix, Linux, Eclipse, JDBC, Apache, Spanish, Java Enterprise Edition, JSON, Relational Databases, Solr, Sun Certified Java..., HTML, JSP, Memcached, JSTL, Python, Unix Shell Scripting, User Experience, Ant, User Interface Design, XML, Web Applications, Requirements Analysis, AJAX, Front-end Development, Lucene, Struts2, Django, JUnit, Subversion, Selenium, HTTP, XSLT, OOP, Front-end, Liferay, Portals, Portlets, Gradle, Continuous Integration, Portlet Development

Education
University of South Florida   2004 — 2006
Master of Business Administration, Finance, Marketing, International Business

University of South Florida   1997 — 1999
Bachelor of Science, Computer Science

State College of Florida-Manatee-Sarasota   1993 — 1995
Associate of Science, Computer Programming & Analysis

Sam Burns Sam Burns Greater Boston Area Details
Sam Burns's Ned Davis Research Experience 1999 - 2004
Job Institutional Portfolio Strategist at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   January 2013 - Present
Brown Brothers Harriman  November 2010 - September 2012
State Street Global Markets  September 2004 - November 2010
Ned Davis Research   1999 - 2004

Skills
Equity Research, Equities, Investment Strategies, Asset Allocation, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg, FX Options, Capital Markets, Risk Management, Strategy, Macroeconomics, Mutual Funds, Fixed Income, Valuation, Quantitative Analytics, Alternative Investments, Investments, Technical Analysis, Institutional..., Financial Modeling, Series 63, Asset Management, Series 7, Options, Trading, Trading Systems, FINRA, Derivatives, Finance, Investment Management, Equity Trading, Emerging Markets, Equity Valuation, Securities

Education
The University of Texas at Austin - Red McCombs School of Business   1997 — 1999
MBA, Finance

Vanderbilt University   1990 — 1994
BA, Economics

Katherine Krantz Katherine Krantz Greater New York City Area Details
Katherine Krantz's Ned Davis Research Experience April 1998 - November 1998
Job Zenith Partners
Industry Financial Services
Experience
Zenith Partners   July 2015 - Present
Cornerstone Macro LP  January 2013 - March 2015
Miracle Mile Advisors, LLC   January 2007 - June 2013
Auda International   January 2013 - March 2013
Trahan Capital Management   July 2011 - March 2013
AIG SunAmerica  February 2006 - December 2007
Morgan Stanley Wealth Management  February 2004 - January 2006
AXA Investment Managers  March 2000 - November 2003
Brown Brothers Harriman  November 1998 - March 2000
Ned Davis Research   April 1998 - November 1998

Skills
Asset Management, Asset Allocation, Investments, Investment Advisory, Hedge Funds, Macroeconomics, VBA, Asset Managment, Investment Management, Trading, Equities, Fund Of Funds, ETFs, Alternative Investments, Options, Wealth Management, Strategy, Fixed Income, Portfolio Management, Mutual Funds, Bloomberg, Securities, Series 63, Series 7, Wealth Management..., Equity Research, Due Diligence, Finance, Economics, Risk Management, Private Equity

Education
McGill University   1994 — 1996
MA, Economics; Econometrics and Industrial Organization;

Northwestern University   1990 — 1994
BA, Economics/Mathematical Methods in the Social Sciences

Warren Onnie Mayshak Warren Onnie Mayshak Greater Boston Area Details
Warren Onnie Mayshak's Ned Davis Research Experience June 2013 - January 2015
Job Director, Institutional Sales at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  January 2015 - Present
Ned Davis Research   June 2013 - January 2015
Susquehanna International Group  2006 - 2013
Susquehanna International Group, LLP (SIG)   July 2003 - 2006

Skills
Derivatives, Options, Series 7, Equities, Trading, Series 63, Alternative Investments, Market Making, Commodity, Equity Derivatives, Valuation, Fixed Income, Portfolio Management, Bloomberg, Hedging, Electronic Trading, Proprietary Trading, Equity Trading, Commodities

Education
Harvard University   1999 — 2003

Nancy Grab Nancy Grab Sarasota, Florida Area Details
Nancy Grab's Ned Davis Research Experience July 2015 - Present
Job Product Operations Manager
Industry Financial Services
Experience
Ned Davis Research   July 2015 - Present

Education
The University of Chicago Booth School of Business   1983 — 1985
MBA, Marketing

University of Rochester   1980 — 1983
BA, Psychology & Business

Greg Saunders, CFA, CMT Greg Saunders, CFA, CMT Greater Boston Area Details
Greg Saunders, CFA, CMT's Ned Davis Research Experience 2013 - 2014
Job Portfolio Manager at Washington Trust Co.
Industry Financial Services
Experience
Washington Trust Investments   2014 - Present
Ned Davis Research   2013 - 2014
THL Capital   2012 - 2013
Detwiler Fenton  2003 - 2011
Adams Harkness  2001 - 2003
JPMorgan Chase  1999 - 2001

Skills
Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Equity Research, Capital Markets, Equities

Education
Lehigh University
BA, Economics

Colin Morris Colin Morris Greater New York City Area Details
Colin Morris's Ned Davis Research Experience June 2010 - August 2010
Job Winton Capital
Industry Financial Services
Experience
Winton Capital Management  June 2014 - Present
The Blackstone Group  December 2013 - May 2014
Mitsubishi UFJ Securities (USA), Inc.   August 2011 - December 2013
Ned Davis Research   June 2010 - August 2010
Springbok Sports Academies   September 2008 - November 2009
Sierra Nevada College  June 2008 - July 2008

Skills
Bonds, Coaching, Customer Service, Marketing, Business Planning, Hedge Funds, Fundraising, Financial Statement..., Credit Analysis, Credit Risk, Equity Capital Markets, Debt Capital Markets, Bloomberg, Market Analysis, Banking, Capital Markets, Financial Analysis, Finance, Investment Banking, Strategy

Education
Harvard University   2007 — 2011
Bachelor's Degree, Economics; Psychology

Dartmouth College - The Tuck School of Business at Dartmouth   2011 — 2011
Business Bridge Summer Program, Finance, General

Chelsea Reichard Chelsea Reichard San Francisco Bay Area Details
Chelsea Reichard's Ned Davis Research Experience September 2013 - Present
Job Senior Associate Institutional Sales at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research   September 2013 - Present
Ned Davis Research, Inc.   April 2013 - September 2013
Fisher Investments  August 2012 - April 2013
Fisher Investments  April 2011 - August 2012
Merrill Lynch  April 2010 - April 2011
Northwestern Mutual Financial Network  May 2008 - December 2008

Skills
Marketing, Finance, Investments, Time Management, Team Leadership, Customer Service, Project Management

Education
Regis University   2005 — 2009
Bachelor's of Science, Finance

Skyline HIgh School

Daniel Sanborn, CFA Daniel Sanborn, CFA Middleburg, Virginia Details
Daniel Sanborn, CFA's Ned Davis Research Experience April 2011 - February 2015
Job Senior Data and Research Analyst at Terra Alpha Investments LLC
Industry Investment Management
Experience
Terra Alpha Investments LLC   March 2015 - Present
Ned Davis Research   April 2011 - February 2015
Ned Davis Research   May 2006 - April 2011
Vardon Capital Management   July 2004 - January 2006

Education
University of Florida - Warrington College Of Business   2005 — 2006
Master's Degree, Finance

Rollins College   2001 — 2004
Bachelor's Degree, Economics, 3.84/4.00

Callie Gauzer Callie Gauzer Boston, Massachusetts Details
Callie Gauzer's Ned Davis Research Experience October 2014 - Present
Job Director, Institutional Sales at Ned Davis Research
Industry Investment Management
Experience
Ned Davis Research   October 2014 - Present
Thompson Research Group  March 2013 - January 2014
Scotiabank  May 2011 - February 2013
Eaton Vance Management  2001 - 2010

Skills
Equity Research, Investments, Equities

Education
Boston University Questrom School of Business
Master of Science, Investment Management

Simmons College
Bachelor of Arts, Economics

Dan Dortona Dan Dortona Boston, Massachusetts Details
Dan Dortona's Ned Davis Research Experience April 2015 - Present
Job Senior Associate, Institutional Sales at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research   April 2015 - Present
Ned Davis Research, Inc.   May 2012 - Present
Northwestern Mutual  November 2011 - May 2012

Skills
Sales, Salesforce.com, Sales Process, New Business Development, Strategic Planning, Business Development, Financial Analysis, Direct Sales, Investments, Asset Management

Education
Boston University

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