Ned Davis Research, Inc.
Industry: Company
DescriptionFounded: 1980 Parent organization: Euromoney Institutional Investor Subsidiary: Ned Davis Research, Inc., Asset Management Arm
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Ned Davis Research, Inc. Employees
Employee
Years
Job
Industry
Paul Rosile Paul Rosile's Ned Davis Research, Inc. Experience November 2012 - Present
Job IT Infrastructure Leader at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. November 2012 - Present
KHS USA, Inc. February 1997 - November 2012
Skills
Active Directory, Red Hat Linux, VMware, VoIP, ERP/CRM, SharePoint, Exchange, Team Leadership, Employee Management, HP-UX, PHP, Baan, Budgeting, PKI, Oracle SQL, MySQL, SQL Server, SAN, Time Management, HP Procurve, Juniper
Education
University of South Florida 2009 — 2012
Bachelor's degree, Management Information Systems, General
Manatee Community College 1997 — 2000
Associate of Arts (AA)
Ned Davis Research, Inc. November 2012 - Present
KHS USA, Inc. February 1997 - November 2012
Skills
Active Directory, Red Hat Linux, VMware, VoIP, ERP/CRM, SharePoint, Exchange, Team Leadership, Employee Management, HP-UX, PHP, Baan, Budgeting, PKI, Oracle SQL, MySQL, SQL Server, SAN, Time Management, HP Procurve, Juniper
Education
University of South Florida 2009 — 2012
Bachelor's degree, Management Information Systems, General
Manatee Community College 1997 — 2000
Associate of Arts (AA)
Till Wieczorek, CFA Till Wieczorek, CFA's Ned Davis Research, Inc. Experience January 2013 - June 2015
Job Investment Analyst at University of Pittsburgh
Industry Financial Services
Experience
University of Pittsburgh July 2015 - Present
Ned Davis Research, Inc. January 2013 - June 2015
KJT Investments November 2006 - December 2012
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Securities, Asset Managment
Education
Kenyon College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Loomis Chaffee School 2000 — 2001
Drew College Preparatory School 1998 — 2000
University of Pittsburgh July 2015 - Present
Ned Davis Research, Inc. January 2013 - June 2015
KJT Investments November 2006 - December 2012
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Securities, Asset Managment
Education
Kenyon College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Loomis Chaffee School 2000 — 2001
Drew College Preparatory School 1998 — 2000
Martin Picard, CPA, CA Martin Picard, CPA, CA's Ned Davis Research, Inc. Experience February 2012 - February 2014
Job Director of Finance
Industry Real Estate
Experience
Flatbook May 2015 - Present
Adzura Inc. September 2013 - March 2015
Ned Davis Research, Inc. February 2012 - February 2014
Deloitte May 2007 - February 2012
National Bank of Canada August 2003 - April 2007
Skills
Financial Analysis, IFRS, Financial Accounting, Financial Reporting, Auditing, Entrepreneurship, Internal Controls, Corporate Finance, Advertising, Start-ups, Online Advertising, Business Strategy, Business Development, E-commerce, Venture Capital
Education
Concordia University 2008 — 2010
Graduate Diploma of Chartered Accountancy, Chartered Accountancy Diploma
Concordia University 2005 — 2008
B.Comm, Accounting
College Gérald Godin 2003 — 2005
College Degree, Administration
College Sainte Anne de Lachine 1998 — 2003
High School Degree
Flatbook May 2015 - Present
Adzura Inc. September 2013 - March 2015
Ned Davis Research, Inc. February 2012 - February 2014
Deloitte May 2007 - February 2012
National Bank of Canada August 2003 - April 2007
Skills
Financial Analysis, IFRS, Financial Accounting, Financial Reporting, Auditing, Entrepreneurship, Internal Controls, Corporate Finance, Advertising, Start-ups, Online Advertising, Business Strategy, Business Development, E-commerce, Venture Capital
Education
Concordia University 2008 — 2010
Graduate Diploma of Chartered Accountancy, Chartered Accountancy Diploma
Concordia University 2005 — 2008
B.Comm, Accounting
College Gérald Godin 2003 — 2005
College Degree, Administration
College Sainte Anne de Lachine 1998 — 2003
High School Degree
Philip Dollar Philip Dollar's Ned Davis Research, Inc. Experience June 2010 - August 2010
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies December 2014 - Present
FTI Consulting July 2012 - November 2014
Merrill Lynch June 2011 - August 2011
Ned Davis Research, Inc. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Jefferies December 2014 - Present
FTI Consulting July 2012 - November 2014
Merrill Lynch June 2011 - August 2011
Ned Davis Research, Inc. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
David Moskowitz David Moskowitz's Ned Davis Research, Inc. Experience January 2011 - Present
Job Market Data Architect/ PhD Candidate in Computer Science
Industry Information Technology and Services
Experience
Ned Davis Research, Inc. January 2011 - Present
Infoblazer, LLC September 1997 - Present
Sarasota Java Users Group January 2007 - Present
Domuswap.com December 2006 - October 2013
xxframework.org January 2006 - December 2009
General Electric 1998 - 2002
SplitTheDifference, Inc. 2000 - 2001
Keane, Inc. 1995 - 1997
Skills
Software Development, CSS, SQL, Spring, jQuery, Hibernate, Java Enterprise Edition, Architecture, UML, Eclipse, Maven, Software Engineering, JavaScript, Software Design, JSP, Web Services, XSLT, Microsoft SQL Server, Web Development, Databases, Oracle, Database Design, Groovy, JMS, Linux, MVC, Unix, Tomcat, Design Patterns, Open Source, HTML, Subversion, AJAX, REST, Research, SOAP, OOP, Web Applications, XML, Java, Jenkins, IntelliJ IDEA, MongoDB
Education
Nova Southeastern University 2010 — 2015
PhD
New York Institute of Technology 1990 — 1992
MS
Carnegie Mellon University 1988 — 1988
MS
Carnegie Mellon University 1983 — 1987
BS
1985 — 1986
Bronx High School of Science 1980 — 1983
Ned Davis Research, Inc. January 2011 - Present
Infoblazer, LLC September 1997 - Present
Sarasota Java Users Group January 2007 - Present
Domuswap.com December 2006 - October 2013
xxframework.org January 2006 - December 2009
General Electric 1998 - 2002
SplitTheDifference, Inc. 2000 - 2001
Keane, Inc. 1995 - 1997
Skills
Software Development, CSS, SQL, Spring, jQuery, Hibernate, Java Enterprise Edition, Architecture, UML, Eclipse, Maven, Software Engineering, JavaScript, Software Design, JSP, Web Services, XSLT, Microsoft SQL Server, Web Development, Databases, Oracle, Database Design, Groovy, JMS, Linux, MVC, Unix, Tomcat, Design Patterns, Open Source, HTML, Subversion, AJAX, REST, Research, SOAP, OOP, Web Applications, XML, Java, Jenkins, IntelliJ IDEA, MongoDB
Education
Nova Southeastern University 2010 — 2015
PhD
New York Institute of Technology 1990 — 1992
MS
Carnegie Mellon University 1988 — 1988
MS
Carnegie Mellon University 1983 — 1987
BS
1985 — 1986
Bronx High School of Science 1980 — 1983
Ed Clissold, CFA Ed Clissold, CFA's Ned Davis Research, Inc. Experience August 2010 - January 2012
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
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
Dana Wellins Dana Wellins's Ned Davis Research, Inc. Experience February 2009 - September 2010
Job Office Administrator at Dan Wellins Electric
Industry Construction
Experience
Allyn International September 2010 - July 2012
Ned Davis Research, Inc. February 2009 - September 2010
Engel & Völkers October 2007 - December 2008
Education
Florida Gulf Coast University 2008 — 2009
MBA, Business, Advertising
Florida Gulf Coast University 2004 — 2007
BS, Management, Marketing, Advertising
Allyn International September 2010 - July 2012
Ned Davis Research, Inc. February 2009 - September 2010
Engel & Völkers October 2007 - December 2008
Education
Florida Gulf Coast University 2008 — 2009
MBA, Business, Advertising
Florida Gulf Coast University 2004 — 2007
BS, Management, Marketing, Advertising
Greg Haines's Ned Davis Research, Inc. Experience May 2011 - June 2012
Job Senior Software Engineer
Industry Computer Software
Experience
Clare Controls June 2012 - Present
Ned Davis Research, Inc. May 2011 - June 2012
Ned Davis Research, Inc. May 2007 - May 2011
U.S. Navy - Civil Service May 2006 - December 2006
Austin Michael Internet Solutions December 2002 - May 2006
Carol Johnson & Company March 2003 - June 2003
Skills
Java, SQL, Maven, Git, jQuery, JavaScript, Spring, Unix, SDLC, Eclipse, Software Development, OS X, Objective-C, HTML5, JSON, AJAX, Agile Methodologies, Java Enterprise Edition, Linux, JSP, Tomcat, Web Services, Software Design, HTML 5, Servlets, XML, Subversion, Web Applications, MySQL, Scrum, Apache, CVS, iOS development, Ant, Continuous Integration, Spring Framework
Education
University of Florida 2002 — 2006
Bachelor of Science, Computer Science
Clare Controls June 2012 - Present
Ned Davis Research, Inc. May 2011 - June 2012
Ned Davis Research, Inc. May 2007 - May 2011
U.S. Navy - Civil Service May 2006 - December 2006
Austin Michael Internet Solutions December 2002 - May 2006
Carol Johnson & Company March 2003 - June 2003
Skills
Java, SQL, Maven, Git, jQuery, JavaScript, Spring, Unix, SDLC, Eclipse, Software Development, OS X, Objective-C, HTML5, JSON, AJAX, Agile Methodologies, Java Enterprise Edition, Linux, JSP, Tomcat, Web Services, Software Design, HTML 5, Servlets, XML, Subversion, Web Applications, MySQL, Scrum, Apache, CVS, iOS development, Ant, Continuous Integration, Spring Framework
Education
University of Florida 2002 — 2006
Bachelor of Science, Computer Science
Victor Jessup Victor Jessup's Ned Davis Research, Inc. Experience November 2012 - Present
Job Research Analyst at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. November 2012 - Present
Bosch Rexroth May 2010 - May 2011
Golf Headquarters May 2005 - December 2010
Skills
SQL, Visual Basic, SAP, Excel, Bloomberg Terminal, Matlab, Adobe Creative Suite, Microsoft Office, Microsoft Dynamics, Visio, MS Project, QuarkXPress, CAPM, Outlook, PowerPoint, Word, Access, VBA, C
Education
Clemson University 2007 — 2012
Bachelor of Science (BS), Finance
Clemson University - College of Business and Behavioral Science 2007 — 2012
BS, Financial Management
Clemson University - College of Business and Behavioral Science 2007 — 2012
BS, Management of Information Systems
Ned Davis Research, Inc. November 2012 - Present
Bosch Rexroth May 2010 - May 2011
Golf Headquarters May 2005 - December 2010
Skills
SQL, Visual Basic, SAP, Excel, Bloomberg Terminal, Matlab, Adobe Creative Suite, Microsoft Office, Microsoft Dynamics, Visio, MS Project, QuarkXPress, CAPM, Outlook, PowerPoint, Word, Access, VBA, C
Education
Clemson University 2007 — 2012
Bachelor of Science (BS), Finance
Clemson University - College of Business and Behavioral Science 2007 — 2012
BS, Financial Management
Clemson University - College of Business and Behavioral Science 2007 — 2012
BS, Management of Information Systems
Ana Liard-Blanco's Ned Davis Research, Inc. Experience August 2007 - December 2007
Job Transfer Pricing Staff at EY
Industry Financial Services
Experience
EY July 2014 - Present
University of Minnesota Honors Program September 2010 - December 2013
EY June 2013 - August 2013
University of Minnesota August 2012 - September 2012
Pine View School for the Gifted January 2008 - May 2008
Ned Davis Research, Inc. August 2007 - December 2007
Skills
Achiever, Positivity, Includer, Individualization, Futuristic, Time Management, Problem Solving, Creative Writing, Wiki Markup, Some Computer..., Writing, Communication, Statistics
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
University of Minnesota-Twin Cities 2009 — 2013
Minor, Psychology
EY July 2014 - Present
University of Minnesota Honors Program September 2010 - December 2013
EY June 2013 - August 2013
University of Minnesota August 2012 - September 2012
Pine View School for the Gifted January 2008 - May 2008
Ned Davis Research, Inc. August 2007 - December 2007
Skills
Achiever, Positivity, Includer, Individualization, Futuristic, Time Management, Problem Solving, Creative Writing, Wiki Markup, Some Computer..., Writing, Communication, Statistics
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
University of Minnesota-Twin Cities 2009 — 2013
Minor, Psychology
Deborah L. Jacobs, CFA's Ned Davis Research, Inc. Experience January 1988 - September 2001
Job Institutional Financial Services
Industry Investment Management
Experience
Anson Capital June 2012 - May 2014
HA&W Capital Partners January 2002 - August 2003
Ned Davis Research, Inc. January 1988 - September 2001
Skills
401k, ERISA, Fiduciary Services, Investment Advisory, Investment Strategies, Asset Allocation, Chartered Financial..., Financial Advisory, Wealth Management..., Retirement, Equities, Mutual Funds, Wealth Management, Series 7, Bonds, Portfolio Management, Asset Management, Management, Investments, Estate Planning, Financial Risk, Fixed Income
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA), Finance
Newcomb College
Bachelor of Arts (B.A.), Economics
Anson Capital June 2012 - May 2014
HA&W Capital Partners January 2002 - August 2003
Ned Davis Research, Inc. January 1988 - September 2001
Skills
401k, ERISA, Fiduciary Services, Investment Advisory, Investment Strategies, Asset Allocation, Chartered Financial..., Financial Advisory, Wealth Management..., Retirement, Equities, Mutual Funds, Wealth Management, Series 7, Bonds, Portfolio Management, Asset Management, Management, Investments, Estate Planning, Financial Risk, Fixed Income
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA), Finance
Newcomb College
Bachelor of Arts (B.A.), Economics
Craig Maalouf Craig Maalouf's Ned Davis Research, Inc. Experience March 2012 - Present
Job
Industry Financial Services
Experience
BlackRock September 2015 - Present
Ned Davis Research, Inc. March 2012 - Present
John Hancock Funds November 2011 - March 2012
John Hancock Funds June 2009 - November 2011
John Hancock Funds May 2008 - September 2008
Skills
Series 7, PowerPoint, Mutual Funds, Investments, Series 63, Bloomberg, Finance, Equities, Sales
Education
Providence College 2005 — 2009
finance, economics
BlackRock September 2015 - Present
Ned Davis Research, Inc. March 2012 - Present
John Hancock Funds November 2011 - March 2012
John Hancock Funds June 2009 - November 2011
John Hancock Funds May 2008 - September 2008
Skills
Series 7, PowerPoint, Mutual Funds, Investments, Series 63, Bloomberg, Finance, Equities, Sales
Education
Providence College 2005 — 2009
finance, economics
Jeremiah Hegarty's Ned Davis Research, Inc. Experience June 2011 - Present
Job Business Analyst at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. June 2011 - Present
Landscaping January 2004 - Present
Merrill Lynch May 2010 - August 2010
Skills
Equities, Management, Financial Analysis, Marketing, Strategy, Customer Service, Leadership, Financial Services, Analysis, Bloomberg, Financial Modeling, Investments, Strategic Planning
Education
Boston College - Business School Class of 2011 2007 — 2011
School, Finance and General Management
Boston College - Wallace E. Carroll Graduate School of Management
Ned Davis Research, Inc. June 2011 - Present
Landscaping January 2004 - Present
Merrill Lynch May 2010 - August 2010
Skills
Equities, Management, Financial Analysis, Marketing, Strategy, Customer Service, Leadership, Financial Services, Analysis, Bloomberg, Financial Modeling, Investments, Strategic Planning
Education
Boston College - Business School Class of 2011 2007 — 2011
School, Finance and General Management
Boston College - Wallace E. Carroll Graduate School of Management
William Hayes, CFA William Hayes, CFA's Ned Davis Research, Inc. Experience February 1992 - September 2005
Job AVP, Derivative Analytics at MetLife
Industry Investment Management
Experience
MetLife September 2005 - Present
Ned Davis Research, Inc. February 1992 - September 2005
Skills
Derivatives, Investments, Trading, Options, Quantitative Analytics, Risk Management, Asset Allocation, Quantitative Finance, Financial Risk, Trading Systems, Quantitative Research, Quantitative Investing, Portfolio Management, Portfolio Optimization, Capital Markets, Insurance, Market Risk, Hedging, Fixed Income, Equity Research, Structured Products, Swaps, VAR, Project Management
Education
CFA Institute
CFA, Investment Management and Research
University of South Florida - College of Business Administration
B.Sc., Finance/Economics
MetLife September 2005 - Present
Ned Davis Research, Inc. February 1992 - September 2005
Skills
Derivatives, Investments, Trading, Options, Quantitative Analytics, Risk Management, Asset Allocation, Quantitative Finance, Financial Risk, Trading Systems, Quantitative Research, Quantitative Investing, Portfolio Management, Portfolio Optimization, Capital Markets, Insurance, Market Risk, Hedging, Fixed Income, Equity Research, Structured Products, Swaps, VAR, Project Management
Education
CFA Institute
CFA, Investment Management and Research
University of South Florida - College of Business Administration
B.Sc., Finance/Economics
Karen Stewich Karen Stewich's Ned Davis Research, Inc. Experience January 2013 - Present
Job Director Sales Operations at Ned Davis Research, Inc.
Industry Information Services
Experience
Ned Davis Research, Inc. January 2013 - Present
Lantheus Medical Imaging March 2012 - December 2012
Lantheus Medical Imaging, Inc. September 2004 - March 2012
NewsEdge June 1997 - January 2004
Reuters Financial Software September 1988 - May 1997
Skills
Cross-functional Team..., Pharmaceutical Industry, Account Management, Leadership, Customer Service, Contract Negotiation, Process Improvement, Microsoft Word, Business Planning, New Business Development, Business Analysis, Sales Management, Negotiation, Teamwork, Key Account Management, Team Leadership, Operations Management, Order Processing, Coaching, Microsoft Office, Contract Management, PowerPoint, Healthcare, Analysis, Outlook, Microsoft Excel, Strategy, Strategic Planning, Invoicing, Training, Product Launch, Business Development, Salesforce.com, Competitive Analysis, Market Research, Administration, Selling, Commercial Operation, Team Building, Management, Sales Operations, Compliance, Billing, Problem Solving, Customer Relations, Sales Support, Mentoring, Excel, Word, Pharmaceuticals
Education
University of Maine 1983 — 1987
Bachelor of Arts, International Affairs
Ned Davis Research, Inc. January 2013 - Present
Lantheus Medical Imaging March 2012 - December 2012
Lantheus Medical Imaging, Inc. September 2004 - March 2012
NewsEdge June 1997 - January 2004
Reuters Financial Software September 1988 - May 1997
Skills
Cross-functional Team..., Pharmaceutical Industry, Account Management, Leadership, Customer Service, Contract Negotiation, Process Improvement, Microsoft Word, Business Planning, New Business Development, Business Analysis, Sales Management, Negotiation, Teamwork, Key Account Management, Team Leadership, Operations Management, Order Processing, Coaching, Microsoft Office, Contract Management, PowerPoint, Healthcare, Analysis, Outlook, Microsoft Excel, Strategy, Strategic Planning, Invoicing, Training, Product Launch, Business Development, Salesforce.com, Competitive Analysis, Market Research, Administration, Selling, Commercial Operation, Team Building, Management, Sales Operations, Compliance, Billing, Problem Solving, Customer Relations, Sales Support, Mentoring, Excel, Word, Pharmaceuticals
Education
University of Maine 1983 — 1987
Bachelor of Arts, International Affairs
Anthony Welch, CMT's Ned Davis Research, Inc. Experience May 2007 - 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
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
Rick Taussig's Ned Davis Research, Inc. Experience January 2012 - June 2014
Job Sales Director at Wall Street Horizon
Industry Financial Services
Experience
Wall Street Horizon June 2015 - Present
Roubini Global Economics June 2014 - June 2015
Ned Davis Research, Inc. January 2012 - June 2014
Congress Asset Management August 2007 - January 2012
Putnam Investments July 2005 - June 2007
Morgan Stanley August 2004 - December 2004
Skills
Relationship Management, Sales Operations, Mutual Funds, Sales, CRM, Marketing, Salesforce.com, Business Development, Alternative Investments, Investments
Education
Boston University Questrom School of Business 2008 — 2009
COMMUNITY VOLUNTEER Boston Partners in Education 2007 — 2009
Hobart and William Smith Colleges 2000 — 2004
Exeter High School 1996 — 2000
Wall Street Horizon June 2015 - Present
Roubini Global Economics June 2014 - June 2015
Ned Davis Research, Inc. January 2012 - June 2014
Congress Asset Management August 2007 - January 2012
Putnam Investments July 2005 - June 2007
Morgan Stanley August 2004 - December 2004
Skills
Relationship Management, Sales Operations, Mutual Funds, Sales, CRM, Marketing, Salesforce.com, Business Development, Alternative Investments, Investments
Education
Boston University Questrom School of Business 2008 — 2009
COMMUNITY VOLUNTEER Boston Partners in Education 2007 — 2009
Hobart and William Smith Colleges 2000 — 2004
Exeter High School 1996 — 2000
Jim McQueeney Jim McQueeney's Ned Davis Research, Inc. Experience March 2012 - Present
Job Director Market Data at Ned Davis Research, Inc.
Industry Information Technology and Services
Experience
Ned Davis Research, Inc. March 2012 - Present
Citco Technology Management July 2008 - February 2012
Citco Technology Management June 2004 - July 2008
Ameritrade March 2003 - July 2004
Datek January 2000 - February 2003
State Street Bank 1997 - 2000
SilverPlatter Information 1991 - 1997
Babson College 1987 - 1991
Skills
Unix, Market Data, SDLC, Project Management, Hedge Funds, Business Analysis, PMP, Integration, Trading, Management, Risk Management, Financial Services, Agile Methodologies, Equities, Enterprise Architecture, SQL, Fixed Income, Requirements Analysis, IT Strategy, Software Project..., Electronic Trading, Program Management, Derivatives, Financial Markets, IT Management, Software Development, Trading Systems
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1991
MBA, Investments, Information Systems, General Management
Worcester Polytechnic Institute 1981 — 1986
BSEE, Computer Engineering
Ned Davis Research, Inc. March 2012 - Present
Citco Technology Management July 2008 - February 2012
Citco Technology Management June 2004 - July 2008
Ameritrade March 2003 - July 2004
Datek January 2000 - February 2003
State Street Bank 1997 - 2000
SilverPlatter Information 1991 - 1997
Babson College 1987 - 1991
Skills
Unix, Market Data, SDLC, Project Management, Hedge Funds, Business Analysis, PMP, Integration, Trading, Management, Risk Management, Financial Services, Agile Methodologies, Equities, Enterprise Architecture, SQL, Fixed Income, Requirements Analysis, IT Strategy, Software Project..., Electronic Trading, Program Management, Derivatives, Financial Markets, IT Management, Software Development, Trading Systems
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1991
MBA, Investments, Information Systems, General Management
Worcester Polytechnic Institute 1981 — 1986
BSEE, Computer Engineering
Warren Pies, ERP Warren Pies, ERP's Ned Davis Research, Inc. Experience May 2011 - Present
Job Senior Commodity Analyst at Ned Davis Research, Inc.
Industry Financial Services
Experience
Add-A-Room Self Storage September 2014 - Present
Ned Davis Research, Inc. May 2011 - Present
Dye, Deitrich, Petruff, & St. Paul, P.L. 2008 - 2011
Skills
Equities, Investments, Asset Managment, Alternative Investments, Hedge Funds, Equity Research, Commodity, Derivatives, Trading, Portfolio Management, Strategic Financial..., Risk Management, Asset Allocation, Investment Strategies, Trading Systems, Financial Markets, Securities, Capital Markets, Options, Bonds, Fixed Income, Asset Management
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
Juris Doctor, with Honors
University of Florida 2002 — 2005
BS, with Honors
Add-A-Room Self Storage September 2014 - Present
Ned Davis Research, Inc. May 2011 - Present
Dye, Deitrich, Petruff, & St. Paul, P.L. 2008 - 2011
Skills
Equities, Investments, Asset Managment, Alternative Investments, Hedge Funds, Equity Research, Commodity, Derivatives, Trading, Portfolio Management, Strategic Financial..., Risk Management, Asset Allocation, Investment Strategies, Trading Systems, Financial Markets, Securities, Capital Markets, Options, Bonds, Fixed Income, Asset Management
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
Juris Doctor, with Honors
University of Florida 2002 — 2005
BS, with Honors
Stephanie O'Brien Stephanie O'Brien's Ned Davis Research, Inc. Experience May 2008 - Present
Job Research Analyst at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. May 2008 - Present
Northwestern Mutual July 2007 - April 2008
Education
University of South Florida 2006 — 2008
Bachelor of Science (BS), Economics
Ned Davis Research, Inc. May 2008 - Present
Northwestern Mutual July 2007 - April 2008
Education
University of South Florida 2006 — 2008
Bachelor of Science (BS), Economics
Rene Ng Rene Ng's Ned Davis Research, Inc. Experience January 2011 - September 2011
Job Social Media Marketing and Technology Management Consulting
Industry Information Technology and Services
Experience
NTC Consulting October 2011 - Present
Ned Davis Research, Inc. January 2011 - September 2011
Gobal Village (GVC) January 2009 - January 2011
Diocese of Venice May 2007 - December 2008
Taylor Woodrow June 2005 - April 2007
WinStaff May 2001 - May 2005
RunMoney September 1999 - September 2001
Capital Systems 1983 - 1984
Education
East West College of Natural Medicine 2003 — 2007
MS, Traditional Oriental Medicine
East West College of Natural Medicine 2003 — 2007
BS, Public Health Science
George Washingon University 1985 — 1987
MS, Engineering Administration (Artificial Intelligence)
Marymount University 1985 — 1987
MBA, Finance
Binghamton University 1982 — 1983
BS, Mathematics / Computer Science
Hong Kong Polytechnic University 1977 — 1980
BS, Systems Analysis
Yuet Wah College 1969 — 1977
High School
NTC Consulting October 2011 - Present
Ned Davis Research, Inc. January 2011 - September 2011
Gobal Village (GVC) January 2009 - January 2011
Diocese of Venice May 2007 - December 2008
Taylor Woodrow June 2005 - April 2007
WinStaff May 2001 - May 2005
RunMoney September 1999 - September 2001
Capital Systems 1983 - 1984
Education
East West College of Natural Medicine 2003 — 2007
MS, Traditional Oriental Medicine
East West College of Natural Medicine 2003 — 2007
BS, Public Health Science
George Washingon University 1985 — 1987
MS, Engineering Administration (Artificial Intelligence)
Marymount University 1985 — 1987
MBA, Finance
Binghamton University 1982 — 1983
BS, Mathematics / Computer Science
Hong Kong Polytechnic University 1977 — 1980
BS, Systems Analysis
Yuet Wah College 1969 — 1977
High School
Matt Bauer, CFA's Ned Davis Research, Inc. Experience April 2012 - Present
Job
Industry Research
Experience
Ned Davis Research, Inc. April 2012 - Present
Charles Schwab January 2011 - March 2012
Charles Schwab May 2006 - December 2010
Charles Schwab June 2001 - May 2006
Charles Schwab September 1999 - June 2001
Georgia-Pacific LLC May 1998 - September 1999
Education
Regis University
BS, Finance
Ned Davis Research, Inc. April 2012 - Present
Charles Schwab January 2011 - March 2012
Charles Schwab May 2006 - December 2010
Charles Schwab June 2001 - May 2006
Charles Schwab September 1999 - June 2001
Georgia-Pacific LLC May 1998 - September 1999
Education
Regis University
BS, Finance
Ivan Morales's Ned Davis Research, Inc. Experience December 1999 - August 2007
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
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
Nate Emerton's Ned Davis Research, Inc. Experience September 2009 - December 2012
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group January 2014 - Present
Potomac Research Group January 2013 - January 2014
Ned Davis Research, Inc. September 2009 - December 2012
ThinkEquity LLC 2001 - August 2009
Skills
Equities, Equity Research, Hedge Funds, Series 7, Investments, Bloomberg, Asset Managment, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets, Series 63, Investment Banking, Financial Modeling, Equity Trading, Institutional Sales, Valuation, ETFs, Private Equity, Asset Management, Corporate Finance
Education
Drake University 1997 — 2001
BS, Finance, Economics
Craig-Hallum Capital Group January 2014 - Present
Potomac Research Group January 2013 - January 2014
Ned Davis Research, Inc. September 2009 - December 2012
ThinkEquity LLC 2001 - August 2009
Skills
Equities, Equity Research, Hedge Funds, Series 7, Investments, Bloomberg, Asset Managment, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets, Series 63, Investment Banking, Financial Modeling, Equity Trading, Institutional Sales, Valuation, ETFs, Private Equity, Asset Management, Corporate Finance
Education
Drake University 1997 — 2001
BS, Finance, Economics
Rick May's Ned Davis Research, Inc. Experience May 1994 - June 2004
Job Investment Consultant and Manager for Institutional Investors and High Net Worth Individuals
Industry Financial Services
Experience
678-361-6665 September 2013 - Present
F.D. May Investment Consultiing February 2009 - September 2013
First Allied Securities, Inc. February 2008 - January 2013
Bernstein Global Wealth Management May 2006 - June 2007
Trim Tabs Investment Research February 2005 - May 2006
Ned Davis Research, Inc. May 1994 - June 2004
The Robinson Humphrey Company 1984 - 1994
Skills
Alternative Investments, Wealth Management, Relationship Management, Portfolio Management, Private Equity, Hedge Funds, Asset Management, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Equities, Series 7, Series 24, Financial Planning, Venture Capital, Retirement Planning, New Business Development, Estate Planning, Due Diligence/Compliance, Investment Advisory, Investments, Due Diligence, Retirement, Valuation, Mutual Funds, Strategic Financial..., High Net Worth..., Finance, Trading, Securities, Wealth, Investment Management, Fixed Income, Banking, Series 63, Capital Markets, Equity Research, ETFs, Financial Advisory, Wealth Management...
Education
University of Tennessee-Knoxville - College of Business Administration 1975 — 1977
MBA, Finance
Haslam College of Business at the University of Tennessee 1971 — 1975
BSBA, Marketing
678-361-6665 September 2013 - Present
F.D. May Investment Consultiing February 2009 - September 2013
First Allied Securities, Inc. February 2008 - January 2013
Bernstein Global Wealth Management May 2006 - June 2007
Trim Tabs Investment Research February 2005 - May 2006
Ned Davis Research, Inc. May 1994 - June 2004
The Robinson Humphrey Company 1984 - 1994
Skills
Alternative Investments, Wealth Management, Relationship Management, Portfolio Management, Private Equity, Hedge Funds, Asset Management, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Equities, Series 7, Series 24, Financial Planning, Venture Capital, Retirement Planning, New Business Development, Estate Planning, Due Diligence/Compliance, Investment Advisory, Investments, Due Diligence, Retirement, Valuation, Mutual Funds, Strategic Financial..., High Net Worth..., Finance, Trading, Securities, Wealth, Investment Management, Fixed Income, Banking, Series 63, Capital Markets, Equity Research, ETFs, Financial Advisory, Wealth Management...
Education
University of Tennessee-Knoxville - College of Business Administration 1975 — 1977
MBA, Finance
Haslam College of Business at the University of Tennessee 1971 — 1975
BSBA, Marketing
Sangeeta Kundu's Ned Davis Research, Inc. Experience October 2005 - March 2008
Job Software Development Manager at Wellcare
Industry Information Technology and Services
Experience
WellCare Health Plans December 2012 - Present
WellCare Health Plans October 2011 - November 2012
WellCare Health Plans April 2008 - September 2011
Ned Davis Research, Inc. October 2005 - March 2008
Skills
Strategic Planning, Process Improvement, Vendor Management, Big Data Solutions, Java, SOA, Hadoop, Spark, Agile Methodologies, Data Science, Hive, Spring, Enterprise Architecture, Java Enterprise Edition, JBoss Application Server, SQL, MapReduce, Web Services, SDLC
Education
University of South Florida 2002 — 2004
Master of Science, Computer Science
WellCare Health Plans December 2012 - Present
WellCare Health Plans October 2011 - November 2012
WellCare Health Plans April 2008 - September 2011
Ned Davis Research, Inc. October 2005 - March 2008
Skills
Strategic Planning, Process Improvement, Vendor Management, Big Data Solutions, Java, SOA, Hadoop, Spark, Agile Methodologies, Data Science, Hive, Spring, Enterprise Architecture, Java Enterprise Edition, JBoss Application Server, SQL, MapReduce, Web Services, SDLC
Education
University of South Florida 2002 — 2004
Master of Science, Computer Science
Kathy Hartley's Ned Davis Research, Inc. Experience December 1998 - Present
Job Senior Sector Analyst at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. December 1998 - Present
SunTrust Bank 1996 - 1998
Skills
Investments, Asset Allocation, Asset Management, Portfolio Management, Equity Research, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Valuation, Retirement, Fixed Income, Mergers & Acquisitions, Due Diligence, Hedge Funds, Bloomberg, Retirement Planning, Risk Management, Wealth Management, Investment Advisory, Investment Management, Market Research, Institutional..., Trading
Education
University of South Florida 1990 — 1998
Bachelor's Degree, Finance, Economics
Ned Davis Research, Inc. December 1998 - Present
SunTrust Bank 1996 - 1998
Skills
Investments, Asset Allocation, Asset Management, Portfolio Management, Equity Research, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Valuation, Retirement, Fixed Income, Mergers & Acquisitions, Due Diligence, Hedge Funds, Bloomberg, Retirement Planning, Risk Management, Wealth Management, Investment Advisory, Investment Management, Market Research, Institutional..., Trading
Education
University of South Florida 1990 — 1998
Bachelor's Degree, Finance, Economics
Wenjia (Lucy) Liu, CFA's Ned Davis Research, Inc. Experience April 2014 - Present
Job Senior Investment Research Analyst at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. April 2014 - Present
Ned Davis Research, Inc. November 2010 - April 2014
Boston Common Asset Management May 2009 - August 2009
AIA October 2007 - May 2008
AIA July 2007 - October 2007
Skills
Python, NoSQL (MongoDB), VBA, Excel, Bloomberg, Stata, Eviews, SAS, Capital IQ, PowerPoint, Word, @Risk, Mandarin, German, Equity Research, Financial Modeling, Portfolio Management, Asset Management, Investments, Asset Allocation, Investment Strategies, Fundamental Research, Bonds
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA
Peking University 2003 — 2007
BA, Law; Economics
Ned Davis Research, Inc. April 2014 - Present
Ned Davis Research, Inc. November 2010 - April 2014
Boston Common Asset Management May 2009 - August 2009
AIA October 2007 - May 2008
AIA July 2007 - October 2007
Skills
Python, NoSQL (MongoDB), VBA, Excel, Bloomberg, Stata, Eviews, SAS, Capital IQ, PowerPoint, Word, @Risk, Mandarin, German, Equity Research, Financial Modeling, Portfolio Management, Asset Management, Investments, Asset Allocation, Investment Strategies, Fundamental Research, Bonds
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA
Peking University 2003 — 2007
BA, Law; Economics
Nancy Mari's Ned Davis Research, Inc. Experience September 1996 - March 1998
Job Project Manager at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company April 1998 - Present
Ned Davis Research, Inc. September 1996 - March 1998
Central Health Services 1995 - 1996
Florida Department of Revenue 1990 - 1995
Skills
Human Resources, Mergers & Acquisitions, Due Diligence, Policy, Marketing, Strategic Planning, Project Management, New Business Development, Business Strategy, Forecasting, Change Management, Marketing Strategy, Process Improvement, Budgets, Leadership, Contract Negotiation, Competitive Analysis, Sales, Business Planning, Market Research, Mergers, Financial Analysis, Cross-functional Team..., Strategy, Management, Negotiation, Team Building, Management Consulting, Sales Management, Business Development, Account Management
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2000
MBA, Business
Florida State University - College of Business 1992 — 1995
Bachelors, Human Resource Management
The Coca-Cola Company April 1998 - Present
Ned Davis Research, Inc. September 1996 - March 1998
Central Health Services 1995 - 1996
Florida Department of Revenue 1990 - 1995
Skills
Human Resources, Mergers & Acquisitions, Due Diligence, Policy, Marketing, Strategic Planning, Project Management, New Business Development, Business Strategy, Forecasting, Change Management, Marketing Strategy, Process Improvement, Budgets, Leadership, Contract Negotiation, Competitive Analysis, Sales, Business Planning, Market Research, Mergers, Financial Analysis, Cross-functional Team..., Strategy, Management, Negotiation, Team Building, Management Consulting, Sales Management, Business Development, Account Management
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2000
MBA, Business
Florida State University - College of Business 1992 — 1995
Bachelors, Human Resource Management
Kate Leahy's Ned Davis Research, Inc. Experience January 2012 - August 2013
Job Relationship Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Wellington Management August 2013 - January 2015
Ned Davis Research, Inc. January 2012 - August 2013
Ned Davis Research, Inc. August 2009 - December 2011
BzzAgent May 2008 - August 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Trinity College-Hartford 2005 — 2009
BA, Economics, Spanish
Weston High School 2001 — 2005
Wellington Management January 2015 - Present
Wellington Management August 2013 - January 2015
Ned Davis Research, Inc. January 2012 - August 2013
Ned Davis Research, Inc. August 2009 - December 2011
BzzAgent May 2008 - August 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Trinity College-Hartford 2005 — 2009
BA, Economics, Spanish
Weston High School 2001 — 2005
Tiffany Emfinger's Ned Davis Research, Inc. Experience September 2008 - October 2009
Job IT Support Specialist
Industry Information Technology and Services
Experience
AdvancED September 2010 - Present
Ned Davis Research, Inc. September 2008 - October 2009
Skills
Microsoft Office, Windows 7, Microsoft Windows 98, Adobe Creative Suite, Graphic Design, Digital Photography, Photo Editing, Dreamweaver, Image Editing
Education
Full Sail University 2000 — 2003
BA, Digial Arts and Design
Troy State University
Computer Science
AdvancED September 2010 - Present
Ned Davis Research, Inc. September 2008 - October 2009
Skills
Microsoft Office, Windows 7, Microsoft Windows 98, Adobe Creative Suite, Graphic Design, Digital Photography, Photo Editing, Dreamweaver, Image Editing
Education
Full Sail University 2000 — 2003
BA, Digial Arts and Design
Troy State University
Computer Science
Chelsea Reichard's Ned Davis Research, Inc. Experience April 2013 - September 2013
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
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
John Odino's Ned Davis Research, Inc. Experience June 2011 - April 2013
Job Project Manager
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2013 - Present
Ned Davis Research, Inc. June 2011 - April 2013
JPMorgan Chase October 2000 - June 2011
Skills
SDLC, Business Analysis, Program Management, Project Management, Requirements Analysis, Agile Project Management, Change Management, Software Project..., PMP, Software Development, Risk Management, Vendor Management, SQL, CRM, Process Improvement, Consulting, Resource Management, Integration, Software Documentation, System Administration, Access, Team Building, SharePoint, Project Portfolio..., Business Intelligence, MS Project, IT Management, Enterprise Architecture, Visio, Disaster Recovery, IT Strategy
Education
The University of Dallas
MBA
Tulane University
BS, Computer Systems
The Depository Trust & Clearing Corporation April 2013 - Present
Ned Davis Research, Inc. June 2011 - April 2013
JPMorgan Chase October 2000 - June 2011
Skills
SDLC, Business Analysis, Program Management, Project Management, Requirements Analysis, Agile Project Management, Change Management, Software Project..., PMP, Software Development, Risk Management, Vendor Management, SQL, CRM, Process Improvement, Consulting, Resource Management, Integration, Software Documentation, System Administration, Access, Team Building, SharePoint, Project Portfolio..., Business Intelligence, MS Project, IT Management, Enterprise Architecture, Visio, Disaster Recovery, IT Strategy
Education
The University of Dallas
MBA
Tulane University
BS, Computer Systems
Jerry Joyner's Ned Davis Research, Inc. Experience January 1997 - February 2011
Job Principal at Old Bull Investment Co., LLC
Industry Investment Management
Experience
Old Bull Investment Co., LLC February 2011 - Present
Ned Davis Research, Inc. January 1997 - February 2011
Alternative Investment Strategies, LP January 1995 - January 2000
Ned Davis Research, Inc January 1992 - January 1995
McVean Trading and Investments, Inc January 1986 - January 1992
Skills
Portfolio Management, Investments, Hedge Funds, Equities, Options, Trading, ETFs, Asset Allocation, Risk Management, Asset Management, Alternative Investments, Financial Markets, Fixed Income, Derivatives, Commodities, Equity Derivatives, Hedging, Managed Futures, Investment Strategies, Wealth Management, Fund Of Funds, Tactical Asset..., Proprietary Trading, Equity Trading, Risk, Portfolios, Trading Systems, Commodity, Investment Advisory, Asset Managment, Strategy, SEC, Capital Markets, Due Diligence, Mutual Funds, Equity Research, Financial Risk, Investment Management, Global Macro
Education
The University of Memphis
Masters of Business Administration with concentrations, Finance and Economics
The University of Memphis
Masters of Arts, Teaching; Curriculum Development
The University of Memphis
Bachelors of Business Adminstration, Finance
Old Bull Investment Co., LLC February 2011 - Present
Ned Davis Research, Inc. January 1997 - February 2011
Alternative Investment Strategies, LP January 1995 - January 2000
Ned Davis Research, Inc January 1992 - January 1995
McVean Trading and Investments, Inc January 1986 - January 1992
Skills
Portfolio Management, Investments, Hedge Funds, Equities, Options, Trading, ETFs, Asset Allocation, Risk Management, Asset Management, Alternative Investments, Financial Markets, Fixed Income, Derivatives, Commodities, Equity Derivatives, Hedging, Managed Futures, Investment Strategies, Wealth Management, Fund Of Funds, Tactical Asset..., Proprietary Trading, Equity Trading, Risk, Portfolios, Trading Systems, Commodity, Investment Advisory, Asset Managment, Strategy, SEC, Capital Markets, Due Diligence, Mutual Funds, Equity Research, Financial Risk, Investment Management, Global Macro
Education
The University of Memphis
Masters of Business Administration with concentrations, Finance and Economics
The University of Memphis
Masters of Arts, Teaching; Curriculum Development
The University of Memphis
Bachelors of Business Adminstration, Finance
Molly Domingo's Ned Davis Research, Inc. Experience May 2010 - August 2013
Job Associate at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates September 2014 - Present
Florida State University January 2014 - July 2014
Florida State University August 2013 - December 2013
Ned Davis Research, Inc. May 2010 - August 2013
Skills
Stata, SAS, Econometrics, Statistics, Microsoft Office, Microsoft Excel
Education
Florida State University 2013 — 2014
M.S. in Economics in the Applied Program
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Economics, Political Science
Pine View School 2002 — 2009
Charles River Associates September 2014 - Present
Florida State University January 2014 - July 2014
Florida State University August 2013 - December 2013
Ned Davis Research, Inc. May 2010 - August 2013
Skills
Stata, SAS, Econometrics, Statistics, Microsoft Office, Microsoft Excel
Education
Florida State University 2013 — 2014
M.S. in Economics in the Applied Program
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Economics, Political Science
Pine View School 2002 — 2009
Gary Sarkissian, CFA's Ned Davis Research, Inc. Experience May 2011 - January 2014
Job
Industry Financial Services
Experience
Ned Davis Research, Inc. May 2011 - January 2014
Morgan Stanley Smith Barney July 2007 - May 2011
E*TRADE Financial November 2006 - July 2007
Premier Mortgage Funding September 2005 - October 2006
Skills
Equities, Investments, Financial Markets, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Wealth Management, Market Research, Finance, Options, Strategy, Portfolio Management, Trading, Series 7, Financial Services
Education
University of South Florida - College of Business Administration 2000 — 2002
BS
St. Petersburg College 1999 — 2000
AA
Ned Davis Research, Inc. May 2011 - January 2014
Morgan Stanley Smith Barney July 2007 - May 2011
E*TRADE Financial November 2006 - July 2007
Premier Mortgage Funding September 2005 - October 2006
Skills
Equities, Investments, Financial Markets, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Wealth Management, Market Research, Finance, Options, Strategy, Portfolio Management, Trading, Series 7, Financial Services
Education
University of South Florida - College of Business Administration 2000 — 2002
BS
St. Petersburg College 1999 — 2000
AA
Dan Dortona's Ned Davis Research, Inc. Experience May 2012 - 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
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
Robert Melley's Ned Davis Research, Inc. Experience 2005 - 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
RamsHead Productions 2005 - 2011
Ned Davis Research, Inc. 2005 - 2011
Institutional Services Mgr New England Regional 1981 - 1994
Skills
Investments, Due Diligence, Asset Managment, Retirement, Retirement Planning, Wealth Management, Mergers, Risk Management, Mortgage Lending, Business Strategy, Financial Analysis, Portfolio Management, Securities, Mutual Funds, Fixed Income, Mergers & Acquisitions, Investment Strategies, Alternative Investments, Investment Management, Hedge Funds, New Business Development, Investment Advisory, Capital Markets, Asset Allocation, Business Planning, Contract Negotiation, Equities, Business Analysis, Management Consulting, Strategic Financial..., 401k, Business Development, Pensions, Asset Management, Financial Services, Management, Series 7, Strategy, Financial Modeling, Series 63, CRM, Private Equity, Bonds, Leadership, Options, Estate Planning, Long-term Care, Trading Systems, Financial Markets, Trading
Education
US Navy OCS Class 50, Ensign USNR 1960 — 1960
Bachelor of Arts (B.A.) from College of the Holy Cross, 1960, AB English, English Literature, As and Bs in majors
College of the Holy Cross 1956 — 1960
Bachelor's Degree, English Lit - Liberal Arts, High end of system
College of the Holy Cross 1956 — 1960
AB English Literature, Languages, Classics, Philosophy, .........Business Skills, Sales Management as SVP at Fidelity
RamsHead Productions 2005 - 2011
Ned Davis Research, Inc. 2005 - 2011
Institutional Services Mgr New England Regional 1981 - 1994
Skills
Investments, Due Diligence, Asset Managment, Retirement, Retirement Planning, Wealth Management, Mergers, Risk Management, Mortgage Lending, Business Strategy, Financial Analysis, Portfolio Management, Securities, Mutual Funds, Fixed Income, Mergers & Acquisitions, Investment Strategies, Alternative Investments, Investment Management, Hedge Funds, New Business Development, Investment Advisory, Capital Markets, Asset Allocation, Business Planning, Contract Negotiation, Equities, Business Analysis, Management Consulting, Strategic Financial..., 401k, Business Development, Pensions, Asset Management, Financial Services, Management, Series 7, Strategy, Financial Modeling, Series 63, CRM, Private Equity, Bonds, Leadership, Options, Estate Planning, Long-term Care, Trading Systems, Financial Markets, Trading
Education
US Navy OCS Class 50, Ensign USNR 1960 — 1960
Bachelor of Arts (B.A.) from College of the Holy Cross, 1960, AB English, English Literature, As and Bs in majors
College of the Holy Cross 1956 — 1960
Bachelor's Degree, English Lit - Liberal Arts, High end of system
College of the Holy Cross 1956 — 1960
AB English Literature, Languages, Classics, Philosophy, .........Business Skills, Sales Management as SVP at Fidelity
Art Kirshner's Ned Davis Research, Inc. Experience 2000 - 2012
Job Managing Director Operations at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. 2000 - 2012
Skills
Executive Management, Risk Management, Change Management, Process Improvement, Business Analysis, Project Management, Team Building, Business Strategy, Strategy, Cross-functional Team..., Operations Management, Business Development, Management Consulting
Education
Nova Southeastern University 1998 — 2001
Master of Science (M.S.), Computer information systems
University of Tennessee-Knoxville 1980 — 1983
Bachelor of Science (BS), Business Administration
Ned Davis Research, Inc. 2000 - 2012
Skills
Executive Management, Risk Management, Change Management, Process Improvement, Business Analysis, Project Management, Team Building, Business Strategy, Strategy, Cross-functional Team..., Operations Management, Business Development, Management Consulting
Education
Nova Southeastern University 1998 — 2001
Master of Science (M.S.), Computer information systems
University of Tennessee-Knoxville 1980 — 1983
Bachelor of Science (BS), Business Administration
Geoffrey P Raymond, CFA's Ned Davis Research, Inc. Experience August 1996 - August 2011
Job President & Chief Investment Officer at Raymond Capital Advisors, LLC
Industry Investment Management
Experience
Raymond Capital Advisors, LLC August 2011 - Present
Ned Davis Research, Inc. August 1996 - August 2011
Travelers Investment Management Co. July 1990 - November 1992
Skills
Investment Strategies, Wealth Management, Asset Managment, Portfolio Management, Investments, Investment Management, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Equities, Retirement, Strategic Financial..., Strategy, ETFs, Securities, Equity Research, Bonds, Mutual Funds, Retirement Planning, Asset Management, Due Diligence, Risk Management, Mergers & Acquisitions, Financial Advisory, Financial Services, High Net Worth..., Financial Analysis, Equity Trading, Capital Markets, Financial Markets, Institutional..., Wealth, Pensions
Education
The Wharton School, University of Pennsylvania 1965 — 1967
Master of Business Administration (MBA), Finance, General
Providence College 1961 — 1965
Bachelor of Arts (B.A.) cum laude, Political Science and Government
Raymond Capital Advisors, LLC August 2011 - Present
Ned Davis Research, Inc. August 1996 - August 2011
Travelers Investment Management Co. July 1990 - November 1992
Skills
Investment Strategies, Wealth Management, Asset Managment, Portfolio Management, Investments, Investment Management, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Income, Equities, Retirement, Strategic Financial..., Strategy, ETFs, Securities, Equity Research, Bonds, Mutual Funds, Retirement Planning, Asset Management, Due Diligence, Risk Management, Mergers & Acquisitions, Financial Advisory, Financial Services, High Net Worth..., Financial Analysis, Equity Trading, Capital Markets, Financial Markets, Institutional..., Wealth, Pensions
Education
The Wharton School, University of Pennsylvania 1965 — 1967
Master of Business Administration (MBA), Finance, General
Providence College 1961 — 1965
Bachelor of Arts (B.A.) cum laude, Political Science and Government
Shani Thimm's Ned Davis Research, Inc. Experience March 2007 - November 2013
Job Creative Marketing/Publishing Specialist at Ned Davis Research, Inc.
Industry Financial Services
Experience
Ned Davis Research, Inc. March 2007 - November 2013
University of Florida March 2005 - March 2007
Skills
Graphic Design, Visual Communication, Web Graphics, Marketing, Email Marketing, Microsoft Office, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Dreamweaver, Web Design, Mac, Windows, GoToMeeting, Rental Real Estate, Renovation, Dog Training, Dogs, Business Analysis, Web Development, Customer Service, User Experience, Website Development, Obedience
Education
University of Florida 1997 — 2001
Bachelor of Science (B.S.), Animal Sciences
Ned Davis Research, Inc. March 2007 - November 2013
University of Florida March 2005 - March 2007
Skills
Graphic Design, Visual Communication, Web Graphics, Marketing, Email Marketing, Microsoft Office, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Dreamweaver, Web Design, Mac, Windows, GoToMeeting, Rental Real Estate, Renovation, Dog Training, Dogs, Business Analysis, Web Development, Customer Service, User Experience, Website Development, Obedience
Education
University of Florida 1997 — 2001
Bachelor of Science (B.S.), Animal Sciences
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY