Needham & Company
Industry: Finance service company
DescriptionNeedham & Company is an independent investment bank and asset management firm specializing in advisory services and financings for growth companies. Needham & Company is a wholly owned subsidiary of The Needham Group, which also operates a private equity investment business and an investment management business. Founded: 1985 Headquarters: New York City, NY Founders: Raymond Godfrey, David Townes, George Needham Subsidiaries: Needham & Company, Llc, Asset Management Arm, Parent organization: The Needham Group, Inc.
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Needham & Company Employees
Employee
Years
Job
Industry
Ray Blanchard Ray Blanchard's Needham & Company Experience April 1999 - December 2000
Job Sr. Director, Head of Global Strategic Technology Partnerships, VMware
Industry Information Technology and Services
Experience
VMware November 2010 - Present
SAP September 2009 - October 2010
Saratoga Research & Investment Management March 2009 - September 2009
TrueDemand Software (Acq. by Acosta Sales & Marketing) March 2004 - March 2009
Mayfield Fund January 2004 - August 2004
SAP October 2001 - January 2004
Revolution Ventures December 2000 - January 2002
Needham & Company April 1999 - December 2000
J.P. Morgan August 1997 - March 1999
Morgan Stanley November 1996 - August 1997
Skills
GSD, SaaS, Enterprise Software, Cloud Computing, Corporate Finance, M&A execution, Venture Capital, Private Equity, Public Speaking, Published Author, Entrepreneurship, Mobile Devices, Business Alliances, Mobile Applications, Business Development, Business Strategy, Business Intelligence, Start-ups, Strategy, CRM, Go-to-market Strategy, Leadership, Operational Execution, Deal Execution, Program Management, Management, Business Process, Strategic Partnerships, Product Development, Corporate Development, Product Management, Competitive Analysis, Executive Management, Product Marketing, Mergers
Education
Harvard University 1990 — 1995
AB, Economics, Summa Cum Laude
Beijing International Studies University 1993 — 1994
Mandarin
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1993 — 1993
Econ/Parliamentary Reform
Semester at Sea ("SAS") 1992 — 1992
Econ
VMware November 2010 - Present
SAP September 2009 - October 2010
Saratoga Research & Investment Management March 2009 - September 2009
TrueDemand Software (Acq. by Acosta Sales & Marketing) March 2004 - March 2009
Mayfield Fund January 2004 - August 2004
SAP October 2001 - January 2004
Revolution Ventures December 2000 - January 2002
Needham & Company April 1999 - December 2000
J.P. Morgan August 1997 - March 1999
Morgan Stanley November 1996 - August 1997
Skills
GSD, SaaS, Enterprise Software, Cloud Computing, Corporate Finance, M&A execution, Venture Capital, Private Equity, Public Speaking, Published Author, Entrepreneurship, Mobile Devices, Business Alliances, Mobile Applications, Business Development, Business Strategy, Business Intelligence, Start-ups, Strategy, CRM, Go-to-market Strategy, Leadership, Operational Execution, Deal Execution, Program Management, Management, Business Process, Strategic Partnerships, Product Development, Corporate Development, Product Management, Competitive Analysis, Executive Management, Product Marketing, Mergers
Education
Harvard University 1990 — 1995
AB, Economics, Summa Cum Laude
Beijing International Studies University 1993 — 1994
Mandarin
Moscow State Institute of International Relations (University) MFA Russia MGIMO 1993 — 1993
Econ/Parliamentary Reform
Semester at Sea ("SAS") 1992 — 1992
Econ
Jennifer Cummins Jennifer Cummins's Needham & Company Experience April 2002 - November 2002
Job Jennifer Cummins, CPA, PLLC
Industry Accounting
Experience
Jennifer Cummins, CPA, PLLC February 2013 - Present
Mobile Loaves & Fishes, Inc July 2010 - July 2014
vivogig, Inc. January 2012 - December 2013
City University of Seattle, Bratislava Branch September 2009 - April 2010
Russell Eppright Custom Homes July 2004 - June 2008
Ernst & Young November 2002 - July 2004
Needham & Company April 2002 - November 2002
Arthur Anderson, LLP August 2001 - April 2002
The University of Texas at Austin September 2000 - May 2001
Skills
Social Media, Financial Accounting, Accounting, Financial Analysis, Start-ups, Auditing, Budgets, Leadership, CPA, Non-profits, Marketing, Forecasting, Financial Statements, QuickBooks, Public Speaking, Management, Tax, Real Estate, Nonprofits, Microsoft Office, Sarbanes-Oxley Act, SEC filings, PowerPoint, Fundraising, Due Diligence, Financial Reporting, Contract Negotiation, Microsoft Word, Microsoft Excel, Strategic Planning, GAAP, Finance, US GAAP, Cash Flow, Sales, Payroll
Education
The University of Texas at Austin 1996 — 2001
Masters in Professional Accounting; Bachelor in Business Administration, Bachelor of Arts, Auditing, Accounting, & Spanish Language, Masters GPA: 4.0 out of 4.0; Overall GPA: 3.9 out of 4.0
Universidad de Sevilla 1999 — 1999
Spanish Language and Literature
American University 1998 — 1998
Government & Politics Student
Jennifer Cummins, CPA, PLLC February 2013 - Present
Mobile Loaves & Fishes, Inc July 2010 - July 2014
vivogig, Inc. January 2012 - December 2013
City University of Seattle, Bratislava Branch September 2009 - April 2010
Russell Eppright Custom Homes July 2004 - June 2008
Ernst & Young November 2002 - July 2004
Needham & Company April 2002 - November 2002
Arthur Anderson, LLP August 2001 - April 2002
The University of Texas at Austin September 2000 - May 2001
Skills
Social Media, Financial Accounting, Accounting, Financial Analysis, Start-ups, Auditing, Budgets, Leadership, CPA, Non-profits, Marketing, Forecasting, Financial Statements, QuickBooks, Public Speaking, Management, Tax, Real Estate, Nonprofits, Microsoft Office, Sarbanes-Oxley Act, SEC filings, PowerPoint, Fundraising, Due Diligence, Financial Reporting, Contract Negotiation, Microsoft Word, Microsoft Excel, Strategic Planning, GAAP, Finance, US GAAP, Cash Flow, Sales, Payroll
Education
The University of Texas at Austin 1996 — 2001
Masters in Professional Accounting; Bachelor in Business Administration, Bachelor of Arts, Auditing, Accounting, & Spanish Language, Masters GPA: 4.0 out of 4.0; Overall GPA: 3.9 out of 4.0
Universidad de Sevilla 1999 — 1999
Spanish Language and Literature
American University 1998 — 1998
Government & Politics Student
Elizabeth C. Chwalk Elizabeth C. Chwalk's Needham & Company Experience October 2011 - Present
Job Research Associate at Needham & Company
Industry Investment Management
Experience
Needham & Company October 2011 - Present
Education
Fairfield University 2003 — 2007
BS
Portsmouth Abbey School 1999 — 2003
Needham & Company October 2011 - Present
Education
Fairfield University 2003 — 2007
BS
Portsmouth Abbey School 1999 — 2003
Charles Macaulay Charles Macaulay's Needham & Company Experience January 2015 - February 2015
Job Intern at WEY Technology, Intern at Digitec GmbH
Industry Marketing and Advertising
Experience
Digitec GmbH June 2014 - Present
WEY Technology INC. June 2014 - Present
Needham & Company January 2015 - February 2015
Office of Congressman Eliot L. Engel September 2014 - December 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, AutoCAD, Customer Service, Photoshop, Matlab, Facebook, Event Planning, C++, SPSS, Social Networking, HTML, Access, Leadership
Education
Manhattan College 2011 — 2015
History, Senior
Digitec GmbH June 2014 - Present
WEY Technology INC. June 2014 - Present
Needham & Company January 2015 - February 2015
Office of Congressman Eliot L. Engel September 2014 - December 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, AutoCAD, Customer Service, Photoshop, Matlab, Facebook, Event Planning, C++, SPSS, Social Networking, HTML, Access, Leadership
Education
Manhattan College 2011 — 2015
History, Senior
Steven Zaccone, CFA's Needham & Company Experience June 2010 - October 2013
Job Research Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company October 2014 - Present
Citi June 2014 - October 2014
Oppenheimer & Co. October 2013 - June 2014
Needham & Company June 2010 - October 2013
Shenkman Capital Management June 2009 - August 2009
Skills
Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Fordham University 2006 — 2010
BS, Finance and Applied Accounting
Cowen and Company October 2014 - Present
Citi June 2014 - October 2014
Oppenheimer & Co. October 2013 - June 2014
Needham & Company June 2010 - October 2013
Shenkman Capital Management June 2009 - August 2009
Skills
Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Fordham University 2006 — 2010
BS, Finance and Applied Accounting
Thomas Abe Thomas Abe's Needham & Company Experience May 2011 - August 2011
Job Crude Trading at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2013 - Present
Barclays Capital May 2012 - August 2012
Needham & Company May 2011 - August 2011
Wallace Dabney REO, LLC May 2010 - August 2010
Education
Colby College 2009 — 2013
(B.A.), Economics
Goldman Sachs August 2013 - Present
Barclays Capital May 2012 - August 2012
Needham & Company May 2011 - August 2011
Wallace Dabney REO, LLC May 2010 - August 2010
Education
Colby College 2009 — 2013
(B.A.), Economics
Thomas Hovore Thomas Hovore's Needham & Company Experience April 2000 - April 2002
Job Business Attorney
Industry Law Practice
Experience
Hovore Law, PLLC June 2006 - Present
Black Knight Capital March 2002 - June 2010
Freedom Development Group, LLC January 2002 - June 2006
Needham & Company April 2000 - April 2002
Brobeck, Phleger & Harrison May 1998 - April 2000
Skills
Private Equity, Due Diligence, Capital Markets, Investment Banking, Corporate Finance, Venture Capital, Mergers, M&A experience, IPO, Equities, Licensing, Hedge Funds, Private Placements, Capital Raising, Mergers & Acquisitions, LBO, Financial Structuring, Securities, Legal Malpractice, Corporate Law, Corporate Development, Business Litigation, Insurance Law, Commercial Litigation, Legal Advice, Arbitration, Litigation Management, Public Liability, Civil Litigation, Intellectual Property, Property Law, Litigation
Education
Georgetown University Law Center 1995 — 1998
JD
University of Southern California 1991 — 1995
BA, Political Science/International Relations/History
Hovore Law, PLLC June 2006 - Present
Black Knight Capital March 2002 - June 2010
Freedom Development Group, LLC January 2002 - June 2006
Needham & Company April 2000 - April 2002
Brobeck, Phleger & Harrison May 1998 - April 2000
Skills
Private Equity, Due Diligence, Capital Markets, Investment Banking, Corporate Finance, Venture Capital, Mergers, M&A experience, IPO, Equities, Licensing, Hedge Funds, Private Placements, Capital Raising, Mergers & Acquisitions, LBO, Financial Structuring, Securities, Legal Malpractice, Corporate Law, Corporate Development, Business Litigation, Insurance Law, Commercial Litigation, Legal Advice, Arbitration, Litigation Management, Public Liability, Civil Litigation, Intellectual Property, Property Law, Litigation
Education
Georgetown University Law Center 1995 — 1998
JD
University of Southern California 1991 — 1995
BA, Political Science/International Relations/History
Fabian Caceres Fabian Caceres's Needham & Company Experience September 2003 - October 2003
Job Manager, Health Industries Advisory at PwC
Industry Management Consulting
Experience
PricewaterhouseCoopers December 2010 - Present
Memorial Hermann Healthcare System December 2009 - December 2010
US Army September 2004 - September 2007
Needham & Company September 2003 - October 2003
Skills
Management Consulting, Strategy, Leadership, Project Management, Business Process..., Financial Analysis, Business Analysis
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
Doctor of Pharmacy
PricewaterhouseCoopers December 2010 - Present
Memorial Hermann Healthcare System December 2009 - December 2010
US Army September 2004 - September 2007
Needham & Company September 2003 - October 2003
Skills
Management Consulting, Strategy, Leadership, Project Management, Business Process..., Financial Analysis, Business Analysis
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
Doctor of Pharmacy
David Schechner's Needham & Company Experience 2003 - 2009
Job Managing Director Head of Life Sciences at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2012 - Present
Canaccord Genuity Inc. 2009 - 2012
Needham & Company 2003 - 2009
Goldman Sachs 1999 - 2003
Skills
Healthcare, Biotechnology, Investment Banking, Technology, Finance, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Cornell University 1981 — 1985
Bachelor of Arts (BA), Economics
Robert W. Baird & Co. August 2012 - Present
Canaccord Genuity Inc. 2009 - 2012
Needham & Company 2003 - 2009
Goldman Sachs 1999 - 2003
Skills
Healthcare, Biotechnology, Investment Banking, Technology, Finance, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Cornell University 1981 — 1985
Bachelor of Arts (BA), Economics
Matthew Lacy Matthew Lacy's Needham & Company Experience July 2007 - July 2009
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2015 - Present
Deutsche Bank July 2011 - February 2015
Deutsche Bank June 2010 - August 2010
Needham & Company July 2007 - July 2009
Needham & Company June 2005 - July 2007
Kronos September 2003 - June 2005
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital IQ, Series 7, LBO, Series 63, DCF, Equity Valuation, IPO, Finance
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Bates College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Deutsche Bank February 2015 - Present
Deutsche Bank July 2011 - February 2015
Deutsche Bank June 2010 - August 2010
Needham & Company July 2007 - July 2009
Needham & Company June 2005 - July 2007
Kronos September 2003 - June 2005
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Capital IQ, Series 7, LBO, Series 63, DCF, Equity Valuation, IPO, Finance
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Bates College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Lauren Jamiolkowski's Needham & Company Experience July 2012 - August 2012
Job Investor Relations Associate at Jackson Square Partners
Industry Investment Management
Experience
Jackson Square Partners March 2015 - Present
Financial Technology Partners July 2013 - March 2015
Fuqua School of Business May 2012 - February 2013
Needham & Company July 2012 - August 2012
Skills
Spanish, Microsoft Excel, PowerPoint, Fundraising, Bloomberg, EDGAR filings, SPSS, Non-profits, Social Media, Nonprofits, Public Policy, Teaching, Public Speaking, Financial Modeling, Valuation, Investment Banking, Capital IQ, Financial Analysis, Corporate Finance, Research, M&A experience, DCF, Due Diligence, Mergers, Mergers & Acquisitions
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Psychology & History
Cary Academy 2002 — 2009
Jackson Square Partners March 2015 - Present
Financial Technology Partners July 2013 - March 2015
Fuqua School of Business May 2012 - February 2013
Needham & Company July 2012 - August 2012
Skills
Spanish, Microsoft Excel, PowerPoint, Fundraising, Bloomberg, EDGAR filings, SPSS, Non-profits, Social Media, Nonprofits, Public Policy, Teaching, Public Speaking, Financial Modeling, Valuation, Investment Banking, Capital IQ, Financial Analysis, Corporate Finance, Research, M&A experience, DCF, Due Diligence, Mergers, Mergers & Acquisitions
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Psychology & History
Cary Academy 2002 — 2009
Mayank Tandon's Needham & Company Experience June 2011 - Present
Job Managing Director Senior Equity Research Analyst
Industry Investment Management
Experience
Needham & Company June 2011 - Present
Signal Hill Capital June 2009 - May 2011
Fidelity Investments March 2006 - March 2009
Janney Montgomery Scott LLC January 1998 - February 2006
INNOVA Securities April 1996 - December 1997
Skills
Investments, Equity Research, Portfolio Management, Strategy, Equities
Education
Northeastern University 1994 — 1996
Master of Arts (M.A.), International Economics
University of Mumbai 1993 — 1994
Master of Arts (M.A.), International Economics
Jai Hind College 1990 — 1993
Bachelor of Arts (B.A.), Economics
Needham & Company June 2011 - Present
Signal Hill Capital June 2009 - May 2011
Fidelity Investments March 2006 - March 2009
Janney Montgomery Scott LLC January 1998 - February 2006
INNOVA Securities April 1996 - December 1997
Skills
Investments, Equity Research, Portfolio Management, Strategy, Equities
Education
Northeastern University 1994 — 1996
Master of Arts (M.A.), International Economics
University of Mumbai 1993 — 1994
Master of Arts (M.A.), International Economics
Jai Hind College 1990 — 1993
Bachelor of Arts (B.A.), Economics
Peter Levine Peter Levine's Needham & Company Experience 2015 - 2015
Job Equity Analyst at Invicta Capital Management
Industry Banking
Experience
Invicta Capital Management February 2015 - Present
Needham & Company 2015 - 2015
LifeSetListings, Inc July 2011 - January 2014
Deutsche Bank July 2010 - December 2012
General Motors Asset Management June 2008 - November 2009
Skills
Alternative Investments, Equity Valuation, Equity Research Analysis, Portfolio Management, Financial Analysis, Finance, Financial Modeling, Hedge Funds, Equities, Fundamental Analysis
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Business Administration (MBA), Finance
University of Southern Connecticut State 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Invicta Capital Management February 2015 - Present
Needham & Company 2015 - 2015
LifeSetListings, Inc July 2011 - January 2014
Deutsche Bank July 2010 - December 2012
General Motors Asset Management June 2008 - November 2009
Skills
Alternative Investments, Equity Valuation, Equity Research Analysis, Portfolio Management, Financial Analysis, Finance, Financial Modeling, Hedge Funds, Equities, Fundamental Analysis
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Business Administration (MBA), Finance
University of Southern Connecticut State 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Montana Ortel Montana Ortel's Needham & Company Experience January 2013 - January 2013
Job Mechanical Engineer
Industry Mechanical or Industrial Engineering
Experience
Jaros Baum & Bolles August 2015 - Present
Nielsen July 2014 - September 2014
Needham & Company January 2013 - January 2013
NYC Guitar School June 2010 - August 2010
Skills
Matlab, Mathematica, Microsoft Office, Microsoft Excel, Research, Thought Leadership, Labview, Teamwork, Solid Edge, Public Speaking, Solidworks, Data Analysis, Technical Writing, AutoCAD, PowerPoint, Microsoft Word, PTC Pro/Engineer, Social Media, Leadership, LabVIEW
Education
Binghamton University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
Miss Porter's School 2007 — 2011
High School
Jaros Baum & Bolles August 2015 - Present
Nielsen July 2014 - September 2014
Needham & Company January 2013 - January 2013
NYC Guitar School June 2010 - August 2010
Skills
Matlab, Mathematica, Microsoft Office, Microsoft Excel, Research, Thought Leadership, Labview, Teamwork, Solid Edge, Public Speaking, Solidworks, Data Analysis, Technical Writing, AutoCAD, PowerPoint, Microsoft Word, PTC Pro/Engineer, Social Media, Leadership, LabVIEW
Education
Binghamton University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
Miss Porter's School 2007 — 2011
High School
Kristina Mayne's Needham & Company Experience January 2008 - June 2012
Job Event Marketing at Axial
Industry Marketing and Advertising
Experience
Axial January 2014 - Present
Mobile Marketer June 2012 - January 2014
Wetherly Fashion Group March 2012 - June 2012
Needham & Company January 2008 - June 2012
Carolina Herrera November 2011 - March 2012
PR Consulting August 2011 - November 2011
Skills
Social Media, Blogging, Fashion Writing, Event Planning, Press Releases, Fashion, Social Networking, Cision, Photoshop, Microsoft Office, Copy Editing, Marketing, Ap Style, Social Media Marketing, Editing, Outlook, InDesign, PowerPoint, Publishing, Marketing Strategy, Content Strategy
Education
Boston College 2008 — 2011
B.A., Communication
Loyola College in Maryland 2007 — 2008
Bachelor of Arts (B.A.), Communications
Axial January 2014 - Present
Mobile Marketer June 2012 - January 2014
Wetherly Fashion Group March 2012 - June 2012
Needham & Company January 2008 - June 2012
Carolina Herrera November 2011 - March 2012
PR Consulting August 2011 - November 2011
Skills
Social Media, Blogging, Fashion Writing, Event Planning, Press Releases, Fashion, Social Networking, Cision, Photoshop, Microsoft Office, Copy Editing, Marketing, Ap Style, Social Media Marketing, Editing, Outlook, InDesign, PowerPoint, Publishing, Marketing Strategy, Content Strategy
Education
Boston College 2008 — 2011
B.A., Communication
Loyola College in Maryland 2007 — 2008
Bachelor of Arts (B.A.), Communications
Sean Dwyer's Needham & Company Experience February 1997 - Present
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company February 1997 - Present
Gerard Klauer Mattison & Co.,LLC November 1995 - February 1997
Cowen and Company July 1991 - November 1995
Bankers Trust July 1989 - July 1991
Skills
Equities, Capital Markets, Hedge Funds, Trading, Investments, Bloomberg, Alternative Investments
Education
Gettysburg College 1985 — 1989
Bachelor's degree, Majored in Economics and Political Science
Darien High School - Darien, CT 1983 — 1985
Lake Forest High School - Lake Forest, IL 1981 — 1983
Needham & Company February 1997 - Present
Gerard Klauer Mattison & Co.,LLC November 1995 - February 1997
Cowen and Company July 1991 - November 1995
Bankers Trust July 1989 - July 1991
Skills
Equities, Capital Markets, Hedge Funds, Trading, Investments, Bloomberg, Alternative Investments
Education
Gettysburg College 1985 — 1989
Bachelor's degree, Majored in Economics and Political Science
Darien High School - Darien, CT 1983 — 1985
Lake Forest High School - Lake Forest, IL 1981 — 1983
Joseph Abramoff's Needham & Company Experience March 1985 - August 1989
Job President at Balance Trading Group Ltd.
Industry Financial Services
Experience
The Balance Group 1976 - Present
Netanya Academic College September 2011 - June 2012
College of Managment Academic Studies (COMAS) September 1990 - June 1992
Tel Aviv University September 1986 - June 1990
Needham & Company March 1985 - August 1989
Merrill Lynch 1974 - 1976
Banco Bonzano Somoneson de Investimento 1971 - 1972
Skills
Investments, Real Estate, Asset Management, Capital Markets, Hedge Funds, International Economics, Finance, Venture Capital, Lecturing, Guest Lecturing, Investment Banking, Equity Trading, Financial Markets, Trading, Interest Rate..., Structured Products, Options, Equities, Derivatives, Swaps, ETFs, Financial Services
Education
New York University 1976 — 1982
Doctor of Philosophy (Ph.D.), Economics
Stanford University 1969 — 1971
Master of Business Administration (MBA)
Brandeis University 1966 — 1969
Bachelor of Arts (BA), Economics
The Balance Group 1976 - Present
Netanya Academic College September 2011 - June 2012
College of Managment Academic Studies (COMAS) September 1990 - June 1992
Tel Aviv University September 1986 - June 1990
Needham & Company March 1985 - August 1989
Merrill Lynch 1974 - 1976
Banco Bonzano Somoneson de Investimento 1971 - 1972
Skills
Investments, Real Estate, Asset Management, Capital Markets, Hedge Funds, International Economics, Finance, Venture Capital, Lecturing, Guest Lecturing, Investment Banking, Equity Trading, Financial Markets, Trading, Interest Rate..., Structured Products, Options, Equities, Derivatives, Swaps, ETFs, Financial Services
Education
New York University 1976 — 1982
Doctor of Philosophy (Ph.D.), Economics
Stanford University 1969 — 1971
Master of Business Administration (MBA)
Brandeis University 1966 — 1969
Bachelor of Arts (BA), Economics
Brian Coyne Brian Coyne's Needham & Company Experience March 2002 - March 2004
Job VP Investor Relations & Financial Planning at Fusion
Industry Information Services
Experience
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
Fusion March 2015 - Present
National Alliance Capital Markets December 2013 - February 2015
3rdRev LLC April 2010 - December 2013
Wedge Partners June 2009 - March 2010
FBR Capital Markets March 2004 - August 2008
Needham & Company March 2002 - March 2004
Lehman Brothers August 2000 - August 2001
UBS June 1996 - August 2000
Skills
Corporate Finance, Investment Banking, Private Equity, Mergers, Investments, Research, Equities, Securities, Valuation, Equity Research, Financial Modeling, Hedge Funds, Asset Managment, Capital Markets, Venture Capital, Due Diligence, Financial Analysis, DCF, Series 7, Series 79, Series 63, Corporate Development, Private Placements, Finance, Strategy, Asset Management, M&A experience, FINRA, Mergers & Acquisitions, Alternative Investments, Investor Relations, Capital Raising, Equity Valuation, Financial Markets, Investment Strategies, Financial Structuring
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Vanderbilt University 1987 — 1991
BA
Katina Dorton Katina Dorton's Needham & Company Experience 2007 - 2009
Job Investment Banker/Board Member US Ecology
Industry Investment Banking
Experience
US Ecology, Inc. 2014 - Present
CoRise Co., LLC 2010 - 2014
BioPontis Alliance LLC 2011 - 2013
Needham & Company 2007 - 2009
Morgan Stanley 1994 - 2006
Skills
Venture Capital, Investment Banking, Mergers & Acquisitions, Strategy, IPO, Private Equity, Divestitures, Due Diligence, Start-ups, Mergers, Corporate Development, Capital Raising, Acquisition Integration, M&A experience, Corporate Law, Corporate Finance, Entrepreneurship, Private Placements, Strategic Partnerships, Investments, Investor Relations, Board of Directors, Restructuring, Corporate Governance, Venture Financing, Angel Investing, Board Governance, Executive Management, Emerging Markets
Education
Duke University
BA
The George Washington University - School of Business
MBA
University of Virginia School of Law
JD
US Ecology, Inc. 2014 - Present
CoRise Co., LLC 2010 - 2014
BioPontis Alliance LLC 2011 - 2013
Needham & Company 2007 - 2009
Morgan Stanley 1994 - 2006
Skills
Venture Capital, Investment Banking, Mergers & Acquisitions, Strategy, IPO, Private Equity, Divestitures, Due Diligence, Start-ups, Mergers, Corporate Development, Capital Raising, Acquisition Integration, M&A experience, Corporate Law, Corporate Finance, Entrepreneurship, Private Placements, Strategic Partnerships, Investments, Investor Relations, Board of Directors, Restructuring, Corporate Governance, Venture Financing, Angel Investing, Board Governance, Executive Management, Emerging Markets
Education
Duke University
BA
The George Washington University - School of Business
MBA
University of Virginia School of Law
JD
Frank Folz Frank Folz's Needham & Company Experience October 2000 - January 2010
Job Managing Director Associated European Capital LLC
Industry Investment Banking
Experience
Associated European Capital LLC July 2012 - Present
Airspan Networks Inc. January 2010 - July 2012
Needham & Company October 2000 - January 2010
Biodel Inc. 2002 - 2003
MedVen Development Corporation January 1991 - October 2000
Salomon Brothers 1983 - 1989
Skills
Business Development, Mergers, Wireless, Strategic Partnerships, Sales Management, Analysis, Strategic Planning, Competitive Analysis, Business Strategy, VoIP, Energy, Leadership, Mergers & Acquisitions, Private Equity, Start-ups, Renewable Energy, Strategy, Product Development, Corporate Development, Investment Banking, Telecommunications, Venture Capital, WiMAX, Contract Negotiation, Capital Raising, New Business Development, Product Management, Program Management, Marketing Strategy, Product Marketing, Wireless Networking, WiFi, Investments, Portfolio Management, Management, Networking, Management Consulting, Cross-functional Team..., International Business, Business Planning, Financial Modeling
Education
Georgetown University
School of Foreign Service, BSFS
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Associated European Capital LLC July 2012 - Present
Airspan Networks Inc. January 2010 - July 2012
Needham & Company October 2000 - January 2010
Biodel Inc. 2002 - 2003
MedVen Development Corporation January 1991 - October 2000
Salomon Brothers 1983 - 1989
Skills
Business Development, Mergers, Wireless, Strategic Partnerships, Sales Management, Analysis, Strategic Planning, Competitive Analysis, Business Strategy, VoIP, Energy, Leadership, Mergers & Acquisitions, Private Equity, Start-ups, Renewable Energy, Strategy, Product Development, Corporate Development, Investment Banking, Telecommunications, Venture Capital, WiMAX, Contract Negotiation, Capital Raising, New Business Development, Product Management, Program Management, Marketing Strategy, Product Marketing, Wireless Networking, WiFi, Investments, Portfolio Management, Management, Networking, Management Consulting, Cross-functional Team..., International Business, Business Planning, Financial Modeling
Education
Georgetown University
School of Foreign Service, BSFS
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
Peter Tang's Needham & Company Experience July 2012 - May 2015
Job Investment Banking Associate at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities May 2015 - Present
Needham & Company July 2012 - May 2015
Needham & Company July 2010 - July 2012
Sovereign Bank May 2009 - August 2009
General Electric 2008 - 2008
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Equities, Bloomberg, Financial Analysis, Due Diligence, Mergers, Mergers & Acquisitions, Finance, Strategy
Education
Boston College 2006 — 2010
BS, Finance, Accounting, Information Systems
Fairfield Ludlowe High School 2002 — 2006
Nomura Securities May 2015 - Present
Needham & Company July 2012 - May 2015
Needham & Company July 2010 - July 2012
Sovereign Bank May 2009 - August 2009
General Electric 2008 - 2008
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Equities, Bloomberg, Financial Analysis, Due Diligence, Mergers, Mergers & Acquisitions, Finance, Strategy
Education
Boston College 2006 — 2010
BS, Finance, Accounting, Information Systems
Fairfield Ludlowe High School 2002 — 2006
Jonah Weisel Jonah Weisel's Needham & Company Experience July 2015 - Present
Job Investment Banking Analyst at Needham & Company, LLC
Industry Financial Services
Experience
Needham & Company July 2015 - Present
1919 Investment Counsel June 2014 - December 2014
Skills
Bloomberg Terminal, Microsoft Excel, Equity Research, Microsoft Office, Leadership, Social Media Marketing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelors, Finance
Manchester Business School
Bachelor of Science (BS), Finance, General
Needham & Company July 2015 - Present
1919 Investment Counsel June 2014 - December 2014
Skills
Bloomberg Terminal, Microsoft Excel, Equity Research, Microsoft Office, Leadership, Social Media Marketing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
Bachelors, Finance
Manchester Business School
Bachelor of Science (BS), Finance, General
Samantha Ory's Needham & Company Experience June 2010 - August 2010
Job Private Equity Associate at Generation Equity Capital
Industry Banking
Experience
Generation Equity Capital May 2014 - Present
Corporate Fuel Advisors January 2014 - May 2014
Apogee Global Investment Advisors May 2013 - August 2013
Zomma Capital February 2012 - January 2013
Morgan Stanley August 2011 - January 2012
Needham & Company June 2010 - August 2010
Agent 16 January 2010 - May 2010
Prada September 2009 - December 2009
Valassis Communications June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Finance, Hedge Funds, Start-ups, Bloomberg, Investments, Valuation, Corporate Finance, Equities, Investment Banking, Portfolio Management, Trading, Financial Services, Economics, Capital Markets, Derivatives, Private Equity, Mergers & Acquisitions, Asset Management, Equity Research, Alternative Investments
Education
Brandeis University 2012 — 2013
MBA, Finance, Economics
Parsons School of Design 2007 — 2011
BBA, Business
Andover High School 2003 — 2007
Generation Equity Capital May 2014 - Present
Corporate Fuel Advisors January 2014 - May 2014
Apogee Global Investment Advisors May 2013 - August 2013
Zomma Capital February 2012 - January 2013
Morgan Stanley August 2011 - January 2012
Needham & Company June 2010 - August 2010
Agent 16 January 2010 - May 2010
Prada September 2009 - December 2009
Valassis Communications June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Finance, Hedge Funds, Start-ups, Bloomberg, Investments, Valuation, Corporate Finance, Equities, Investment Banking, Portfolio Management, Trading, Financial Services, Economics, Capital Markets, Derivatives, Private Equity, Mergers & Acquisitions, Asset Management, Equity Research, Alternative Investments
Education
Brandeis University 2012 — 2013
MBA, Finance, Economics
Parsons School of Design 2007 — 2011
BBA, Business
Andover High School 2003 — 2007
Carmelo Bueti's Needham & Company Experience June 2015 - Present
Job Investment Banking Analyst at Needham & Company
Industry Investment Banking
Experience
Needham & Company June 2015 - Present
Palisades Hudson Financial Group LLC June 2014 - June 2015
GE Capital June 2013 - August 2013
Skills
Corporate Finance, Credit Risk, Financial Modeling, Financial Services, Financial Risk, Asset Management, Asset Allocation, Finance, Financial Planning, Investment Banking, PowerPoint, Research, Bloomberg
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics, Graduated Magna Cum Laude
Needham & Company June 2015 - Present
Palisades Hudson Financial Group LLC June 2014 - June 2015
GE Capital June 2013 - August 2013
Skills
Corporate Finance, Credit Risk, Financial Modeling, Financial Services, Financial Risk, Asset Management, Asset Allocation, Finance, Financial Planning, Investment Banking, PowerPoint, Research, Bloomberg
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics, Graduated Magna Cum Laude
Michelle Zaniboni's Needham & Company Experience January 2012 - May 2012
Job Desk Associate at GMP Securities
Industry Financial Services
Experience
GMP Securities June 2013 - Present
GMP Securities June 2012 - June 2013
Needham & Company January 2012 - May 2012
Silicon Valley Bank May 2011 - December 2011
Skills
Fixed Income Analysis, Financial Modeling, Bloomberg, Excel, Financial Accounting, Microsoft Office, Accounting, Investment Banking, Analysis, Financial Reporting, PowerPoint
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science; BSBA, Dual Concentration in Finance and Accounting, Magna Cum Laude
GMP Securities June 2013 - Present
GMP Securities June 2012 - June 2013
Needham & Company January 2012 - May 2012
Silicon Valley Bank May 2011 - December 2011
Skills
Fixed Income Analysis, Financial Modeling, Bloomberg, Excel, Financial Accounting, Microsoft Office, Accounting, Investment Banking, Analysis, Financial Reporting, PowerPoint
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science; BSBA, Dual Concentration in Finance and Accounting, Magna Cum Laude
Alexander Halpern's Needham & Company Experience July 2012 - March 2014
Job Investment Banking Associate at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. March 2014 - Present
Needham & Company July 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Finance & Marketing
Greenwich High School 2005 — 2008
Greenwich Country Day School
Stifel Financial Corp. January 2015 - Present
Stifel Financial Corp. March 2014 - Present
Needham & Company July 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science, Finance & Marketing
Greenwich High School 2005 — 2008
Greenwich Country Day School
Cory McGrath's Needham & Company Experience June 2012 - August 2012
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2013 - Present
Needham & Company June 2012 - August 2012
Golden Pond Wealth Management January 2012 - January 2012
Colby College March 2011 - May 2011
Skills
Due Diligence, Economics, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Corporate Finance, Leadership
Education
Colby College 2009 — 2013
Bachelor of Arts, Economics
St. Paul's School 2006 — 2009
Duff & Phelps July 2013 - Present
Needham & Company June 2012 - August 2012
Golden Pond Wealth Management January 2012 - January 2012
Colby College March 2011 - May 2011
Skills
Due Diligence, Economics, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Corporate Finance, Leadership
Education
Colby College 2009 — 2013
Bachelor of Arts, Economics
St. Paul's School 2006 — 2009
Michael Lamothe's Needham & Company Experience December 2011 - March 2012
Job Investment Analyst at ShawSpring Partners LLC
Industry Investment Management
Experience
ShawSpring Partners LLC May 2014 - Present
WindSail Capital Group LLC January 2013 - April 2014
Apollo Global Management LLC November 2012 - December 2012
Needham & Company December 2011 - March 2012
Progress Partners June 2011 - August 2011
Skills
Capital IQ, Renewable Energy, Bloomberg Terminal, Bloomberg, Growth Capital, Microsoft Office, Cleantech, Financial Analysis, Private Equity, Microsoft Excel, Corporate Finance, Hedge Funds, Equities, Investments, Due Diligence, Acquisitions, Investment Banking, Valuation, Financial Modeling
Education
Clark University 2008 — 2012
BA, Economics, Cum Laude
ShawSpring Partners LLC May 2014 - Present
WindSail Capital Group LLC January 2013 - April 2014
Apollo Global Management LLC November 2012 - December 2012
Needham & Company December 2011 - March 2012
Progress Partners June 2011 - August 2011
Skills
Capital IQ, Renewable Energy, Bloomberg Terminal, Bloomberg, Growth Capital, Microsoft Office, Cleantech, Financial Analysis, Private Equity, Microsoft Excel, Corporate Finance, Hedge Funds, Equities, Investments, Due Diligence, Acquisitions, Investment Banking, Valuation, Financial Modeling
Education
Clark University 2008 — 2012
BA, Economics, Cum Laude
Dan Cocks's Needham & Company Experience March 2011 - Present
Job Vice President | Healthcare Investment Banking | Needham & Company
Industry Financial Services
Experience
Needham & Company March 2011 - Present
Skills
Investment Banking, Financial Modeling, Valuation
Education
Boston College 2006 — 2010
Finance
Needham & Company March 2011 - Present
Skills
Investment Banking, Financial Modeling, Valuation
Education
Boston College 2006 — 2010
Finance
David Kurzman David Kurzman's Needham & Company Experience 2003 - 2004
Job VP of Structured Solutions at NewPath Energy Capital LLC
Industry Renewables & Environment
Experience
NewPath Energy Capital LLC January 2014 - Present
EverStream Energy Capital Management September 2012 - December 2013
Leuthold Weeden July 2009 - December 2012
Kurzman CleanTech Research September 2008 - July 2009
Organic Recovery, LLC February 2009 - April 2009
Kurzman CleanTech, LP 2003 - December 2008
Panel Intelligence August 2007 - August 2008
Needham & Company 2003 - 2004
H.C. Wainwright & Co. January 2000 - December 2003
Value Line 1999 - 1999
Skills
Portfolio Management, Venture Capital, Angel Investing, Private Equity, Advisory Boards, Non-executive Director, Financial Analysis, Financial Modeling, Project Finance, Cleantech, Investments, Energy, Renewable Energy, Entrepreneurship, Due Diligence, Strategy, Non-Executive Director
Education
Grinnell College 1993 — 1996
BA, Sociology
NewPath Energy Capital LLC January 2014 - Present
EverStream Energy Capital Management September 2012 - December 2013
Leuthold Weeden July 2009 - December 2012
Kurzman CleanTech Research September 2008 - July 2009
Organic Recovery, LLC February 2009 - April 2009
Kurzman CleanTech, LP 2003 - December 2008
Panel Intelligence August 2007 - August 2008
Needham & Company 2003 - 2004
H.C. Wainwright & Co. January 2000 - December 2003
Value Line 1999 - 1999
Skills
Portfolio Management, Venture Capital, Angel Investing, Private Equity, Advisory Boards, Non-executive Director, Financial Analysis, Financial Modeling, Project Finance, Cleantech, Investments, Energy, Renewable Energy, Entrepreneurship, Due Diligence, Strategy, Non-Executive Director
Education
Grinnell College 1993 — 1996
BA, Sociology
Donald McGannon's Needham & Company Experience January 2000 - March 2013
Job Director at Strategas Research Partners
Industry Investment Management
Experience
Strategas Research Partners May 2013 - Present
Needham & Company January 2000 - March 2013
MCI Corporation June 1997 - January 2000
St. Elizabeth's Medical Center May 1994 - June 1997
Skills
Direct Sales, Equities, Bloomberg, Competitive Analysis, Valuation, Investments, Business Development, Strategy, Securities, Alternative Investments, Investor Relations, Corporate Finance, Financial Analysis, Management, Capital Markets
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), English
Strategas Research Partners May 2013 - Present
Needham & Company January 2000 - March 2013
MCI Corporation June 1997 - January 2000
St. Elizabeth's Medical Center May 1994 - June 1997
Skills
Direct Sales, Equities, Bloomberg, Competitive Analysis, Valuation, Investments, Business Development, Strategy, Securities, Alternative Investments, Investor Relations, Corporate Finance, Financial Analysis, Management, Capital Markets
Education
Boston College 1988 — 1992
Bachelor of Arts (B.A.), English
Daniel Driscoll Daniel Driscoll's Needham & Company Experience June 2013 - August 2013
Job TSR at Optimizely
Industry Venture Capital & Private Equity
Experience
Optimizely June 2014 - Present
Needham & Company June 2013 - August 2013
Copley Equity Partners January 2013 - March 2013
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics and French
The Roxbury Latin School 2004 — 2010
Optimizely June 2014 - Present
Needham & Company June 2013 - August 2013
Copley Equity Partners January 2013 - March 2013
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics and French
The Roxbury Latin School 2004 — 2010
Cory Reed, CFA Cory Reed, CFA's Needham & Company Experience January 2010 - October 2010
Job Head Trader at Tetrem Capital Management
Industry Financial Services
Experience
Tetrem Capital Management March 2013 - Present
LPL Financial August 2010 - March 2013
Needham & Company January 2010 - October 2010
Westfield Capital Management July 2007 - November 2009
Skills
Investments, Trading, Due Diligence, Bloomberg, Financial Analysis, Equity Research, Financial Modeling, Mutual Funds
Education
University of Maine 2003 — 2007
BS, Business Administration; Finance
Concordia University 2004 — 2005
Tetrem Capital Management March 2013 - Present
LPL Financial August 2010 - March 2013
Needham & Company January 2010 - October 2010
Westfield Capital Management July 2007 - November 2009
Skills
Investments, Trading, Due Diligence, Bloomberg, Financial Analysis, Equity Research, Financial Modeling, Mutual Funds
Education
University of Maine 2003 — 2007
BS, Business Administration; Finance
Concordia University 2004 — 2005
Alexander V. Staikos Alexander V. Staikos's Needham & Company Experience January 2013 - January 2013
Job Mutual Funds Analyst at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman July 2015 - Present
Morgan Stanley Smith Barney March 2013 - May 2015
Needham & Company January 2013 - January 2013
Skills
Management, Bloomberg, Leadership, Microsoft Excel, Equities
Education
Manhattan College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Business Management
Pope John XXIII Regional High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
Morgan Stanley Smith Barney March 2013 - May 2015
Needham & Company January 2013 - January 2013
Skills
Management, Bloomberg, Leadership, Microsoft Excel, Equities
Education
Manhattan College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Business Management
Pope John XXIII Regional High School 2007 — 2011
Christine McLean Garofalo's Needham & Company Experience February 1999 - September 2004
Job Corporate Access Consutlant at Bank of America Merrill Lynch
Industry Events Services
Experience
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Thomas N. Tullo Thomas N. Tullo's Needham & Company Experience April 2001 - January 2007
Job Managing Director at Compass Partners
Industry Investment Banking
Experience
Compass Partners December 2011 - Present
Taco Inc. January 2012 - Present
Gleacher & Company August 2010 - December 2011
RBC Capital Markets January 2007 - August 2010
Needham & Company April 2001 - January 2007
ING Barings 1997 - 2000
Schroder & Co. 1995 - 1997
Goldman Sachs May 1987 - March 1991
McKinsey & Company September 1982 - May 1986
Skills
Private Equity, Mergers, Corporate Finance, Venture Capital, Financial Modeling, Due Diligence, Valuation, Flow Control, Investments, Restructuring, Investment Banking, Private Placements, Capital Markets, Equities, Corporate Development, Mergers & Acquisitions, Acquisitions, LBO, M, Strategy
Education
Harvard Law School 1979 — 1982
JD
Dartmouth College 1975 — 1979
BS, Economics
Compass Partners December 2011 - Present
Taco Inc. January 2012 - Present
Gleacher & Company August 2010 - December 2011
RBC Capital Markets January 2007 - August 2010
Needham & Company April 2001 - January 2007
ING Barings 1997 - 2000
Schroder & Co. 1995 - 1997
Goldman Sachs May 1987 - March 1991
McKinsey & Company September 1982 - May 1986
Skills
Private Equity, Mergers, Corporate Finance, Venture Capital, Financial Modeling, Due Diligence, Valuation, Flow Control, Investments, Restructuring, Investment Banking, Private Placements, Capital Markets, Equities, Corporate Development, Mergers & Acquisitions, Acquisitions, LBO, M, Strategy
Education
Harvard Law School 1979 — 1982
JD
Dartmouth College 1975 — 1979
BS, Economics
megan lisa jones megan lisa jones's Needham & Company Experience January 1996 - January 1998
Job CEO and Founder at Essentielle Beauty
Industry Financial Services
Experience
EssentielleBeauty.com March 2015 - Present
Laernn.com January 2012 - Present
IBLA.US January 2011 - Present
Brainrush Academy August 2014 - November 2014
HADLEY PARTNERS INCORPORATED November 2009 - December 2010
LAZARD FRERES & CO January 2008 - February 2009
MLJ Consulting November 2000 - January 2008
THE SAGE GROUP, Investment Banking Group December 1999 - September 2000
NEEDHAM & COMPANY, Investment Banking Group January 1998 - January 1999
Needham & Company January 1996 - January 1998
Skills
Mergers, Investment Banking, Start-ups, Valuation, Restructuring, Private Placements, IPO, Capital Markets, LBO, Corporate Development, Venture Capital, Private Equity, Deal Structuring, Strategic Partnerships, Entrepreneurship, Investor Relations, Business Valuation, Corporate Finance, Joint Ventures, Strategic Analysis, Due Diligence, Hedge Funds, Entrepreneur, Strategy Development, Strategic Consulting, Business Strategy, Investments, Equities, Debt, Asset Management, Alternative Investments, Competitive Analysis, New Business Development, Business Planning, Emerging Markets, Management Consulting, Strategic Planning, International Business, Digital Media, Securities, Finance, Portfolio Management, Financial Analysis, Executive Management, Financial Services, CRM, Mergers & Acquisitions, Strategy, Analysis
Education
Draper University 2013 — 2013
Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Coro Executive Program in Leadership 2010 — 2011
Leadership and government
Loyola Law School, Los Angeles 1992 — 1995
JD, Law
Pepperdine University 1984 — 1988
BA, Business/Finance
LEHMAN BROTHERS, Investment Banking Group
EssentielleBeauty.com March 2015 - Present
Laernn.com January 2012 - Present
IBLA.US January 2011 - Present
Brainrush Academy August 2014 - November 2014
HADLEY PARTNERS INCORPORATED November 2009 - December 2010
LAZARD FRERES & CO January 2008 - February 2009
MLJ Consulting November 2000 - January 2008
THE SAGE GROUP, Investment Banking Group December 1999 - September 2000
NEEDHAM & COMPANY, Investment Banking Group January 1998 - January 1999
Needham & Company January 1996 - January 1998
Skills
Mergers, Investment Banking, Start-ups, Valuation, Restructuring, Private Placements, IPO, Capital Markets, LBO, Corporate Development, Venture Capital, Private Equity, Deal Structuring, Strategic Partnerships, Entrepreneurship, Investor Relations, Business Valuation, Corporate Finance, Joint Ventures, Strategic Analysis, Due Diligence, Hedge Funds, Entrepreneur, Strategy Development, Strategic Consulting, Business Strategy, Investments, Equities, Debt, Asset Management, Alternative Investments, Competitive Analysis, New Business Development, Business Planning, Emerging Markets, Management Consulting, Strategic Planning, International Business, Digital Media, Securities, Finance, Portfolio Management, Financial Analysis, Executive Management, Financial Services, CRM, Mergers & Acquisitions, Strategy, Analysis
Education
Draper University 2013 — 2013
Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Coro Executive Program in Leadership 2010 — 2011
Leadership and government
Loyola Law School, Los Angeles 1992 — 1995
JD, Law
Pepperdine University 1984 — 1988
BA, Business/Finance
LEHMAN BROTHERS, Investment Banking Group
Barry Kleiman, MBA Barry Kleiman, MBA's Needham & Company Experience July 2004 - June 2008
Job Business Coach Helping people achieve their dream of business ownership and coaching them to maximize their profits.
Industry Professional Training & Coaching
Experience
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
Matt Ochsner Matt Ochsner's Needham & Company Experience December 2014 - Present
Job Vice President, Internet & Digital Media Investment Banking
Industry Investment Banking
Experience
Needham & Company December 2014 - Present
Needham & Company November 2013 - November 2014
SocialTwist May 2012 - November 2013
Engine Yard March 2011 - April 2012
Yahoo! November 2009 - March 2011
AKQA August 2006 - November 2008
Google Inc. March 2004 - July 2006
Skills
SEO, Cloud Computing, Digital Media Sales, Digital Media, Advertising, Entrepreneur, Search Advertising, Google Adwords, Online Advertising, PPC, Salesforce.com, Web Analytics, Digital Marketing, Digital Strategy, Social Media Marketing, Platforms, Social Media, Social Marketing, Problem Solving, Team Leadership, Online Media Management, Online Media Buys, SEM, New Business Development, Display Advertising, Product Marketing, Marketing, Search, Sales, Mobile Marketing, Lead Generation, Business Development, Entrepreneurship, Mobile Advertising, Online Marketing, Email Marketing, E-commerce, Google Analytics, Marketing Strategy, Account Management, Integrated Marketing, Start-ups, Interactive Marketing, Customer Acquisition, Media Buying, Ad Networks, Media Planning, Selling, Mobile Devices, Leadership
Education
Golden Gate University 2011 — 2013
MBA
Villanova University
Sacred Heart Preparatory
Needham & Company December 2014 - Present
Needham & Company November 2013 - November 2014
SocialTwist May 2012 - November 2013
Engine Yard March 2011 - April 2012
Yahoo! November 2009 - March 2011
AKQA August 2006 - November 2008
Google Inc. March 2004 - July 2006
Skills
SEO, Cloud Computing, Digital Media Sales, Digital Media, Advertising, Entrepreneur, Search Advertising, Google Adwords, Online Advertising, PPC, Salesforce.com, Web Analytics, Digital Marketing, Digital Strategy, Social Media Marketing, Platforms, Social Media, Social Marketing, Problem Solving, Team Leadership, Online Media Management, Online Media Buys, SEM, New Business Development, Display Advertising, Product Marketing, Marketing, Search, Sales, Mobile Marketing, Lead Generation, Business Development, Entrepreneurship, Mobile Advertising, Online Marketing, Email Marketing, E-commerce, Google Analytics, Marketing Strategy, Account Management, Integrated Marketing, Start-ups, Interactive Marketing, Customer Acquisition, Media Buying, Ad Networks, Media Planning, Selling, Mobile Devices, Leadership
Education
Golden Gate University 2011 — 2013
MBA
Villanova University
Sacred Heart Preparatory
Radhika Samant's Needham & Company Experience June 2009 - August 2009
Job MPH Candidate Epidemiology, Columbia University
Industry Pharmaceuticals
Experience
Quintiles 2015 - 2015
Covance July 2013 - November 2014
Covance January 2012 - July 2013
Covance September 2011 - October 2011
Johnson & Johnson June 2010 - August 2010
Needham & Company June 2009 - August 2009
Strategic Reports July 2008 - August 2008
Skills
Sop, Pharmaceutical Industry, GCP, Biotechnology, Clinical Trials, FDA, ICH-GCP, Validation, Research, Oncology, Lifesciences, Data Analysis, Clinical Research, Clinical Development, Regulatory Affairs, Training, GDP, Writing, Microsoft Office
Education
Columbia University Mailman School of Public Health 2014 — 2016
Master's Degree, Public Health
Columbia University in the City of New York 2007 — 2011
BA, Biology
Quintiles 2015 - 2015
Covance July 2013 - November 2014
Covance January 2012 - July 2013
Covance September 2011 - October 2011
Johnson & Johnson June 2010 - August 2010
Needham & Company June 2009 - August 2009
Strategic Reports July 2008 - August 2008
Skills
Sop, Pharmaceutical Industry, GCP, Biotechnology, Clinical Trials, FDA, ICH-GCP, Validation, Research, Oncology, Lifesciences, Data Analysis, Clinical Research, Clinical Development, Regulatory Affairs, Training, GDP, Writing, Microsoft Office
Education
Columbia University Mailman School of Public Health 2014 — 2016
Master's Degree, Public Health
Columbia University in the City of New York 2007 — 2011
BA, Biology
Jason Kelley's Needham & Company Experience November 1997 - Present
Job Managing Director at Needham & Company
Industry Capital Markets
Experience
Needham & Company November 1997 - Present
Worldco LLC 1996 - 1997
PaineWebber 1994 - 1995
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Derivatives, Mergers, Private Equity, Fixed Income, Microsoft Excel, Investments, Risk Management, Banking, Bloomberg, Microsoft Office, Due Diligence, Project Management, Business Strategy, Equity Research, Series 7, Equity Trading, Series 63, Series 24, Alternative Investments
Education
Ithaca College 1990 — 1994
Bachelor's degree
Needham & Company November 1997 - Present
Worldco LLC 1996 - 1997
PaineWebber 1994 - 1995
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Equities, Derivatives, Mergers, Private Equity, Fixed Income, Microsoft Excel, Investments, Risk Management, Banking, Bloomberg, Microsoft Office, Due Diligence, Project Management, Business Strategy, Equity Research, Series 7, Equity Trading, Series 63, Series 24, Alternative Investments
Education
Ithaca College 1990 — 1994
Bachelor's degree
Tony Grillo's Needham & Company Experience August 2012 - February 2014
Job Manager, Corporate Marketing at PGA TOUR
Industry Sports
Experience
PGA TOUR February 2014 - Present
Needham & Company August 2012 - February 2014
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Equities, Equity Research, Economics, Corporate Finance, Investments, Due Diligence, Golf, Analysis, Emotional Intelligence, Interpersonal Skill
Education
Harvard University 2008 — 2012
A.B, Economics
Martha's Vineyard Regional High School 2004 — 2008
PGA TOUR February 2014 - Present
Needham & Company August 2012 - February 2014
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Equities, Equity Research, Economics, Corporate Finance, Investments, Due Diligence, Golf, Analysis, Emotional Intelligence, Interpersonal Skill
Education
Harvard University 2008 — 2012
A.B, Economics
Martha's Vineyard Regional High School 2004 — 2008
Adrienne Henderson's Needham & Company Experience July 2014 - August 2014
Job Communications Major (Media Studies) with a Minor in Entrepreneurship at Wake Forest University
Industry Public Relations and Communications
Experience
The Social Petwork February 2015 - Present
MWWPR June 2015 - August 2015
Needham & Company July 2014 - August 2014
Beach House Cafe June 2014 - August 2014
Global LEAD June 2013 - August 2014
Kamp Kairphree June 2010 - August 2013
National Audubon Society May 2009 - August 2009
Skills
Leadership, Public Relations, Entrepreneurship, Marketing Strategy, Public Speaking, Microsoft Excel, Advertising, Social Media Marketing, Microsoft Office, Strategy, PowerPoint, Social Entrepreneurship, Crowdfunding, Social Media, Non-profit Volunteer, Microsoft Word, Corporate Communications, Event Planning, Facebook, Marketing, Teamwork, Research, Management, Social Networking, Fundraising, Customer Service, Editing, Blogging, Nonprofits, Writing, Press Releases, Marketing Communications, Media Relations, Time Management, Strategic Communications
Education
Wake Forest University 2012 — 2016
Bachelor's Degree, Major in Communications and Media Studies, Minor in Entrepreneurship and Social Enterprises
Brigham Young University 2015 — 2015
Bachelor's Degree, Communication and Media Studies
International Education of Students (IES) 2014 — 2014
Business
Oglethorpe University 2013 — 2013
Service Learning and Leadership Development
The Loomis Chaffee School 2008 — 2012
The Social Petwork February 2015 - Present
MWWPR June 2015 - August 2015
Needham & Company July 2014 - August 2014
Beach House Cafe June 2014 - August 2014
Global LEAD June 2013 - August 2014
Kamp Kairphree June 2010 - August 2013
National Audubon Society May 2009 - August 2009
Skills
Leadership, Public Relations, Entrepreneurship, Marketing Strategy, Public Speaking, Microsoft Excel, Advertising, Social Media Marketing, Microsoft Office, Strategy, PowerPoint, Social Entrepreneurship, Crowdfunding, Social Media, Non-profit Volunteer, Microsoft Word, Corporate Communications, Event Planning, Facebook, Marketing, Teamwork, Research, Management, Social Networking, Fundraising, Customer Service, Editing, Blogging, Nonprofits, Writing, Press Releases, Marketing Communications, Media Relations, Time Management, Strategic Communications
Education
Wake Forest University 2012 — 2016
Bachelor's Degree, Major in Communications and Media Studies, Minor in Entrepreneurship and Social Enterprises
Brigham Young University 2015 — 2015
Bachelor's Degree, Communication and Media Studies
International Education of Students (IES) 2014 — 2014
Business
Oglethorpe University 2013 — 2013
Service Learning and Leadership Development
The Loomis Chaffee School 2008 — 2012
Kathryn Rice Kathryn Rice's Needham & Company Experience October 2014 - February 2015
Job Executive Assistant at Walker Zanger
Industry Marketing and Advertising
Experience
Walker Zanger May 2015 - Present
Related Companies February 2015 - May 2015
Needham & Company October 2014 - February 2015
Allison Novins, LLC January 2014 - September 2014
Rogers & Brown January 2013 - December 2013
Rivertown Bistro June 2011 - December 2012
Toms River Country Club June 2006 - August 2011
Rice’s Fast Break Restaurant June 2005 - August 2010
Bamm Hollow Golf Club May 2008 - August 2008
Skills
Sales, Management, Customer Service, Customer Satisfaction, Event Management, Microsoft Excel, Forecasting, Software Documentation, Data Entry, Business Strategy, Food & Beverage, Payroll, Restaurants, Menu Development, Time Management, Microsoft Office, Microsoft Word, Marketing Strategy, Marketing Communications, Email Marketing, Online Research, Online Advertising, Online Marketing, Sales Operations, Interior Design, Real Estate Development, Investment Properties, Strategic Planning, Account Management, Social Media Marketing, Event Planning, Leadership
Education
Coastal Carolina University 2011 — 2011
Bachelor of Business Administration (B.B.A.), International Marketing & International Finance, May Courses (after graduation)
Coastal Carolina University 2007 — 2011
Bachelors, Business Marketing; Business Management
Walker Zanger May 2015 - Present
Related Companies February 2015 - May 2015
Needham & Company October 2014 - February 2015
Allison Novins, LLC January 2014 - September 2014
Rogers & Brown January 2013 - December 2013
Rivertown Bistro June 2011 - December 2012
Toms River Country Club June 2006 - August 2011
Rice’s Fast Break Restaurant June 2005 - August 2010
Bamm Hollow Golf Club May 2008 - August 2008
Skills
Sales, Management, Customer Service, Customer Satisfaction, Event Management, Microsoft Excel, Forecasting, Software Documentation, Data Entry, Business Strategy, Food & Beverage, Payroll, Restaurants, Menu Development, Time Management, Microsoft Office, Microsoft Word, Marketing Strategy, Marketing Communications, Email Marketing, Online Research, Online Advertising, Online Marketing, Sales Operations, Interior Design, Real Estate Development, Investment Properties, Strategic Planning, Account Management, Social Media Marketing, Event Planning, Leadership
Education
Coastal Carolina University 2011 — 2011
Bachelor of Business Administration (B.B.A.), International Marketing & International Finance, May Courses (after graduation)
Coastal Carolina University 2007 — 2011
Bachelors, Business Marketing; Business Management
Kimberly Donovan Kimberly Donovan's Needham & Company Experience 2012 - Present
Job Equity Research Associate at Needham & Co, LLC
Industry Investment Banking
Experience
Needham & Company 2012 - Present
Ticonderoga Capital August 2011 - 2012
Duke Women's Golf August 2010 - May 2011
Skills
Financial Modeling, Leadership, Equities, Series 7, Series 63, CFA Level 2 Candidate, Equity Sales, Equity Research, Equity Valuation, Investments
Education
Duke University 2007 — 2011
BA, Psychology, MMS
Needham & Company 2012 - Present
Ticonderoga Capital August 2011 - 2012
Duke Women's Golf August 2010 - May 2011
Skills
Financial Modeling, Leadership, Equities, Series 7, Series 63, CFA Level 2 Candidate, Equity Sales, Equity Research, Equity Valuation, Investments
Education
Duke University 2007 — 2011
BA, Psychology, MMS
David H. Talbot David H. Talbot's Needham & Company Experience 1986 - 1988
Job Mananging Director at Terranova Capital Partners, Inc.
Industry Banking
Experience
Terranova Capital Partners, Inc. November 2014 - Present
TopHat Capital, LLC May 2012 - November 2014
Crystal Research Associates October 2011 - June 2014
Sanders, Morris & Harris April 2006 - February 2008
HealthReform Opportunities LLC 1994 - 2006
Healthcare Industry Reform Investment Trust, plc January 1996 - May 1998
Arnhold and S. Bleichroeder 1988 - 1994
Needham & Company 1986 - 1988
Drexel Burnham Lambert 1976 - 1986
William D. Witter 1972 - 1975
Skills
Healthcare Industry..., Analysis, healthcare industry, Venture Capital, Investment Banking
Education
Kellogg Graduate School of Management 1961 — 1963
MBA, Marketing
Brown University 1955 — 1959
AB, American Civilization
Terranova Capital Partners, Inc. November 2014 - Present
TopHat Capital, LLC May 2012 - November 2014
Crystal Research Associates October 2011 - June 2014
Sanders, Morris & Harris April 2006 - February 2008
HealthReform Opportunities LLC 1994 - 2006
Healthcare Industry Reform Investment Trust, plc January 1996 - May 1998
Arnhold and S. Bleichroeder 1988 - 1994
Needham & Company 1986 - 1988
Drexel Burnham Lambert 1976 - 1986
William D. Witter 1972 - 1975
Skills
Healthcare Industry..., Analysis, healthcare industry, Venture Capital, Investment Banking
Education
Kellogg Graduate School of Management 1961 — 1963
MBA, Marketing
Brown University 1955 — 1959
AB, American Civilization
Reni Benjamin Reni Benjamin's Needham & Company Experience June 2001 - March 2003
Job Senior Vice President/Senior Biotechnology Analyst at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
H.C. Wainwright September 2013 - June 2015
Burrill & Company August 2012 - July 2013
Rodman & Renshaw, LLC March 2003 - June 2012
Needham & Company June 2001 - March 2003
Skills
Equity Research, Valuation, Investment Banking, Venture Capital, Equities, Financial Modeling, Capital Markets, Biotechnology, Equity Valuation, Hedge Funds, Due Diligence, Private Equity, Oncology, Regenerative Medicine, Corporate Development
Education
University of Alabama at Birmingham 1993 — 2001
PhD, Biochemistry and Molecular Genetics
Allegheny College 1989 — 1993
BS, Biology
Raymond James Financial, Inc. June 2015 - Present
H.C. Wainwright September 2013 - June 2015
Burrill & Company August 2012 - July 2013
Rodman & Renshaw, LLC March 2003 - June 2012
Needham & Company June 2001 - March 2003
Skills
Equity Research, Valuation, Investment Banking, Venture Capital, Equities, Financial Modeling, Capital Markets, Biotechnology, Equity Valuation, Hedge Funds, Due Diligence, Private Equity, Oncology, Regenerative Medicine, Corporate Development
Education
University of Alabama at Birmingham 1993 — 2001
PhD, Biochemistry and Molecular Genetics
Allegheny College 1989 — 1993
BS, Biology
Joseph Dews Joseph Dews's Needham & Company Experience February 2001 - May 2007
Job Partner at AGC Partners
Industry Investment Banking
Experience
AGC Partners July 2012 - Present
ThinkEquity LLC May 2007 - July 2012
Needham & Company February 2001 - May 2007
Versata, Inc. 2000 - 2001
Dain Rauscher Wessels 1999 - 2000
CIBC Oppenheimer 1995 - 1999
Punk, Ziegel & Knoell 1994 - 1995
Cirrus Logic 1992 - 1994
Needham & Company 1988 - 1991
Skills
Mergers, IPO, Investment Banking, Cleantech, Semiconductors, Acquisitions, Energy Efficiency, Renewable Energy, LED lighting systems, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Start-ups, Private Placements, Business Development, Business Strategy, Strategy, Private Equity, Finance, Corporate Development
Education
Cornell University 1984 — 1988
BS
Keio University 1991 — 1991
Christian Brothers Academy 1980 — 1984
AGC Partners July 2012 - Present
ThinkEquity LLC May 2007 - July 2012
Needham & Company February 2001 - May 2007
Versata, Inc. 2000 - 2001
Dain Rauscher Wessels 1999 - 2000
CIBC Oppenheimer 1995 - 1999
Punk, Ziegel & Knoell 1994 - 1995
Cirrus Logic 1992 - 1994
Needham & Company 1988 - 1991
Skills
Mergers, IPO, Investment Banking, Cleantech, Semiconductors, Acquisitions, Energy Efficiency, Renewable Energy, LED lighting systems, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Start-ups, Private Placements, Business Development, Business Strategy, Strategy, Private Equity, Finance, Corporate Development
Education
Cornell University 1984 — 1988
BS
Keio University 1991 — 1991
Christian Brothers Academy 1980 — 1984
David Hynes's Needham & Company Experience October 2006 - June 2010
Job Equity Research at Canaccord Genuity Inc.
Industry
Experience
Canaccord Genuity Inc. June 2010 - Present
Needham & Company October 2006 - June 2010
Skills
Equity Research, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Equities, Investment Banking
Education
Harvard University 2002 — 2006
A.B., Economics
Belmont Hill School 1996 — 2001
Canaccord Genuity Inc. June 2010 - Present
Needham & Company October 2006 - June 2010
Skills
Equity Research, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Capital Markets, Equities, Investment Banking
Education
Harvard University 2002 — 2006
A.B., Economics
Belmont Hill School 1996 — 2001
Leslie Lau Leslie Lau's Needham & Company Experience January 2011 - August 2011
Job MBA 2013 at Columbia Business School
Industry Investment Banking
Experience
Scott-Macon, Ltd. January 2014 - Present
Columbia Business School August 2011 - May 2013
Needham & Company January 2011 - August 2011
Needham & Company July 2007 - December 2010
Needham & Company June 2004 - June 2007
A.G. Edwards & Sons, Inc. November 2002 - March 2003
PDL BioPharma 2003 - 2003
Skills
Financial Modeling, Investments, Valuation, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Bloomberg, Equities, Financial Analysis, Private Equity, Equity Research, Emerging Markets
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Business
University of California, Berkeley 1999 — 2003
BA, Economics, Business Administration
Scott-Macon, Ltd. January 2014 - Present
Columbia Business School August 2011 - May 2013
Needham & Company January 2011 - August 2011
Needham & Company July 2007 - December 2010
Needham & Company June 2004 - June 2007
A.G. Edwards & Sons, Inc. November 2002 - March 2003
PDL BioPharma 2003 - 2003
Skills
Financial Modeling, Investments, Valuation, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Bloomberg, Equities, Financial Analysis, Private Equity, Equity Research, Emerging Markets
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Business
University of California, Berkeley 1999 — 2003
BA, Economics, Business Administration
Andre De Casteja Andre De Casteja's Needham & Company Experience January 1997 - September 2000
Job Sr. VP at Raymond James Financial
Industry Capital Markets
Experience
Raymond James Financial Senior VPRaymond James2000 - Present
Needham & Company January 1997 - September 2000
Sherwood Securities 1996 - 1998
Education
Boston College 1991 — 1995
BA, International Trade
Deerfield Academy 1988 — 1991
High School
Eaglebrook School
Raymond James Financial Senior VPRaymond James2000 - Present
Needham & Company January 1997 - September 2000
Sherwood Securities 1996 - 1998
Education
Boston College 1991 — 1995
BA, International Trade
Deerfield Academy 1988 — 1991
High School
Eaglebrook School
Ed Shenkan Ed Shenkan's Needham & Company Experience 2005 - 2009
Job Consultant at Shenkan Advisors
Industry Medical Devices
Experience
Shenkan Advisors May 2009 - Present
Needham & Company 2005 - 2009
Wells Fargo 2002 - 2005
JPMorgan Chase 2000 - 2002
Schering-Plough 1994 - 1998
Skills
Due Diligence, Business Development, Market Research, Strategic Planning, Mergers, M&A experience, Healthcare, Mergers & Acquisitions, Start-ups, Business Strategy, Medical Devices, Competitive Analysis, Strategy, Consulting, Finance, Venture Capital, Financial Modeling, Hospitals, Financial Analysis, Management, Investments, Analysis
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BA/ BS, B.S. in Economics, B.A. in Anthropology
Shenkan Advisors May 2009 - Present
Needham & Company 2005 - 2009
Wells Fargo 2002 - 2005
JPMorgan Chase 2000 - 2002
Schering-Plough 1994 - 1998
Skills
Due Diligence, Business Development, Market Research, Strategic Planning, Mergers, M&A experience, Healthcare, Mergers & Acquisitions, Start-ups, Business Strategy, Medical Devices, Competitive Analysis, Strategy, Consulting, Finance, Venture Capital, Financial Modeling, Hospitals, Financial Analysis, Management, Investments, Analysis
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BA/ BS, B.S. in Economics, B.A. in Anthropology
Joseph Zuccaro Joseph Zuccaro's Needham & Company Experience March 2014 - May 2015
Job Account Executive at Zola Marketing LLC
Industry Information Technology and Services
Experience
Zola Marketing LLC May 2015 - Present
Needham & Company March 2014 - May 2015
Long Island University September 2013 - March 2014
Esprit March 2010 - August 2010
Skills
Troubleshooting, HTML, Windows 7, Microsoft Office, Technical Writing, Microsoft Excel, IT Hardware Support, Java, Databases, Windows XP, Adobe, Adobe Acrobat, Linux, JavaScript, Web Servers, .NET, iOS, Blackberry, Active Directory, ConnectWise, Windows Server, Outlook, Printers, LogMeIn, Windows XP Pro, Microsoft Exchange, XP
Education
Long Island University, C.W. Post Campus 2009 — 2012
Bachelor of Science (BS), Information Technology
Zola Marketing LLC May 2015 - Present
Needham & Company March 2014 - May 2015
Long Island University September 2013 - March 2014
Esprit March 2010 - August 2010
Skills
Troubleshooting, HTML, Windows 7, Microsoft Office, Technical Writing, Microsoft Excel, IT Hardware Support, Java, Databases, Windows XP, Adobe, Adobe Acrobat, Linux, JavaScript, Web Servers, .NET, iOS, Blackberry, Active Directory, ConnectWise, Windows Server, Outlook, Printers, LogMeIn, Windows XP Pro, Microsoft Exchange, XP
Education
Long Island University, C.W. Post Campus 2009 — 2012
Bachelor of Science (BS), Information Technology
Ricardo Gomez-Acebo Botin's Needham & Company Experience May 2011 - August 2011
Job Venture Capital and Hedge Fund Manager
Industry Financial Services
Experience
ClearWater Capital June 2015 - Present
Longrass Venture Capital Fund June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Needham & Company May 2011 - August 2011
Sovereign Bank May 2010 - July 2010
Skills
Entrepreneurship, Microsoft Excel, Investment Banking, Financial Analysis, Venture Capital, Investments, Research, Fixed Income, Financial Modeling, Market Research, Business Strategy, Corporate Finance, Microsoft Office, Spanish
Education
Babson College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Economics
American School of Madrid 2006 — 2008
International Baccalaureate
Colegio Retamar 1995 — 2005
ClearWater Capital June 2015 - Present
Longrass Venture Capital Fund June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Needham & Company May 2011 - August 2011
Sovereign Bank May 2010 - July 2010
Skills
Entrepreneurship, Microsoft Excel, Investment Banking, Financial Analysis, Venture Capital, Investments, Research, Fixed Income, Financial Modeling, Market Research, Business Strategy, Corporate Finance, Microsoft Office, Spanish
Education
Babson College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Economics
American School of Madrid 2006 — 2008
International Baccalaureate
Colegio Retamar 1995 — 2005
Robert Said Robert Said's Needham & Company Experience June 2014 - August 2014
Job Investment Banking Analyst at Nomura
Industry
Experience
Nomura July 2015 - Present
Needham & Company June 2014 - August 2014
Morgan Stanley December 2013 - March 2014
Skills
Wealth Management, Capital Markets, Investment Banking, Bloomberg, Health, Equities, Leadership, Teamwork, Financial Analysis, Microsoft Word, Economics
Education
Dartmouth College 2011 — 2015
Nomura July 2015 - Present
Needham & Company June 2014 - August 2014
Morgan Stanley December 2013 - March 2014
Skills
Wealth Management, Capital Markets, Investment Banking, Bloomberg, Health, Equities, Leadership, Teamwork, Financial Analysis, Microsoft Word, Economics
Education
Dartmouth College 2011 — 2015
Michael Walshe Michael Walshe's Needham & Company Experience October 2015 - Present
Job Investment Banking Analyst Intern at Needham & Company; Student at Fordham University
Industry Financial Services
Experience
Needham & Company October 2015 - Present
Amgen June 2015 - August 2015
AXA Advisors March 2015 - June 2015
Cloverleaf Tavern May 2010 - June 2015
Paterson Pearl Dental Studio LLC July 2010 - August 2012
Verona Recreation Department June 2008 - July 2010
Education
Fordham University 2013 — 2017
Saint Peter's Preparatory School 2009 — 2013
Needham & Company October 2015 - Present
Amgen June 2015 - August 2015
AXA Advisors March 2015 - June 2015
Cloverleaf Tavern May 2010 - June 2015
Paterson Pearl Dental Studio LLC July 2010 - August 2012
Verona Recreation Department June 2008 - July 2010
Education
Fordham University 2013 — 2017
Saint Peter's Preparatory School 2009 — 2013
Nick Alaverdyan Nick Alaverdyan's Needham & Company Experience March 2015 - Present
Job Investment Banking Analyst at Needham & Company
Industry Investment Banking
Experience
Needham & Company March 2015 - Present
Wells Fargo May 2014 - August 2014
University of California, Berkeley, Haas School of Business May 2013 - August 2014
YSO Capital Management, LLC May 2013 - September 2013
Logix Federal Credit Union March 2012 - January 2013
Skills
Microsoft Excel, Stock Picking, Equity Research Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Financial Statements, Analysis, Financial Planning, Leadership, Customer Service
Education
University of California, Berkeley 2013 — 2014
Bachelor of Arts (B.A.), Economics, GPA: 3.63
Glendale Community College 2009 — 2012
General Education, GPA: 3.72
Needham & Company March 2015 - Present
Wells Fargo May 2014 - August 2014
University of California, Berkeley, Haas School of Business May 2013 - August 2014
YSO Capital Management, LLC May 2013 - September 2013
Logix Federal Credit Union March 2012 - January 2013
Skills
Microsoft Excel, Stock Picking, Equity Research Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Financial Statements, Analysis, Financial Planning, Leadership, Customer Service
Education
University of California, Berkeley 2013 — 2014
Bachelor of Arts (B.A.), Economics, GPA: 3.63
Glendale Community College 2009 — 2012
General Education, GPA: 3.72
Lauren Benson's Needham & Company Experience May 2007 - April 2009
Job Programmatic Accounts at Pandora
Industry Marketing and Advertising
Experience
Pandora February 2015 - Present
Accordant Media May 2014 - November 2014
Accordant Media January 2011 - May 2014
Nicusa Capital April 2009 - January 2011
Needham & Company May 2007 - April 2009
Skills
DoubleClick, Analytics, Digital Media, Digital Marketing, Digital Strategy, Mobile Marketing, Online Advertising, Media Buying, SEM, Web Analytics, Online Marketing, Display Advertising, PPC
Education
Bentley University 2003 — 2007
BS, Finance
Pandora February 2015 - Present
Accordant Media May 2014 - November 2014
Accordant Media January 2011 - May 2014
Nicusa Capital April 2009 - January 2011
Needham & Company May 2007 - April 2009
Skills
DoubleClick, Analytics, Digital Media, Digital Marketing, Digital Strategy, Mobile Marketing, Online Advertising, Media Buying, SEM, Web Analytics, Online Marketing, Display Advertising, PPC
Education
Bentley University 2003 — 2007
BS, Finance
Sharyar Aziz Jr. Sharyar Aziz Jr.'s Needham & Company Experience June 2007 - July 2007
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Edgewood Management May 2013 - June 2015
GE Capital January 2011 - April 2013
Edgewood Management August 2010 - December 2010
New York Yankees May 2009 - August 2009
Warburg Pincus July 2008 - August 2008
Needham & Company June 2007 - July 2007
Skills
Finance, Investments, Financial Modeling, Investment Banking, Strategy, Portfolio Management, Strategic Financial..., Fixed Income, Mutual Funds, Capital Markets, Financial Analysis, Equity Research, Asset Management, Bloomberg, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2006 — 2010
BA, Political Science
Groton School 2002 — 2006
Buckley School 1993 — 2002
Edgewood Management May 2013 - June 2015
GE Capital January 2011 - April 2013
Edgewood Management August 2010 - December 2010
New York Yankees May 2009 - August 2009
Warburg Pincus July 2008 - August 2008
Needham & Company June 2007 - July 2007
Skills
Finance, Investments, Financial Modeling, Investment Banking, Strategy, Portfolio Management, Strategic Financial..., Fixed Income, Mutual Funds, Capital Markets, Financial Analysis, Equity Research, Asset Management, Bloomberg, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2006 — 2010
BA, Political Science
Groton School 2002 — 2006
Buckley School 1993 — 2002
Michael Wyzga Michael Wyzga's Needham & Company Experience October 2014 - Present
Job Healthcare Investment Banking Associate at Needham & Company
Industry Financial Services
Experience
Needham & Company October 2014 - Present
State Street Bank September 2013 - October 2014
Citi July 2011 - July 2013
Citi June 2010 - August 2010
Phase Forward June 2009 - August 2009
Skills
Financial Forecasting, Financial Modeling, Financial Risk, Series 63, series 79
Education
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Finance
Needham & Company October 2014 - Present
State Street Bank September 2013 - October 2014
Citi July 2011 - July 2013
Citi June 2010 - August 2010
Phase Forward June 2009 - August 2009
Skills
Financial Forecasting, Financial Modeling, Financial Risk, Series 63, series 79
Education
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Finance
Jim Lewellis's Needham & Company Experience January 2007 - May 2009
Job Finance at Dick's Sporting Goods
Industry Retail
Experience
Dick's Sporting Goods August 2012 - September 2015
Toys R Us October 2010 - August 2012
Toys R Us June 2009 - October 2010
Needham & Company January 2007 - May 2009
Goldman Sachs & Co. February 2006 - December 2006
Sumile May 2005 - December 2005
Flipside Media, Inc. May 1998 - July 2001
Avalon Coffee June 2000 - August 2000
Royal Scot Hotel January 1997 - April 1997
Skills
Financial Modeling, Financial Analysis, Investments, Forecasting, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA, Entrepreneurship
Columbia University - School of International and Public Affairs 2002 — 2004
Master of International Affairs, International Finance & Banking
Università degli Studi di Urbino 2002 — 2002
Non-Degree Study Abroad, Italian
Penn State University 1994 — 1998
Bachelor of Science (BS), Biobehavioral Health with additional concentration in Interactive Media Design
Whitehall High School 1990 — 1994
Dick's Sporting Goods August 2012 - September 2015
Toys R Us October 2010 - August 2012
Toys R Us June 2009 - October 2010
Needham & Company January 2007 - May 2009
Goldman Sachs & Co. February 2006 - December 2006
Sumile May 2005 - December 2005
Flipside Media, Inc. May 1998 - July 2001
Avalon Coffee June 2000 - August 2000
Royal Scot Hotel January 1997 - April 1997
Skills
Financial Modeling, Financial Analysis, Investments, Forecasting, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2005
MBA, Entrepreneurship
Columbia University - School of International and Public Affairs 2002 — 2004
Master of International Affairs, International Finance & Banking
Università degli Studi di Urbino 2002 — 2002
Non-Degree Study Abroad, Italian
Penn State University 1994 — 1998
Bachelor of Science (BS), Biobehavioral Health with additional concentration in Interactive Media Design
Whitehall High School 1990 — 1994
Amy Kurfist's Needham & Company Experience February 2015 - Present
Job Event marketing professional
Industry Financial Services
Experience
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Michelle McVeigh Michelle McVeigh's Needham & Company Experience July 2005 - December 2005
Job Senior Product Manager at Genentech
Industry Pharmaceuticals
Experience
Genentech August 2015 - Present
Genentech June 2015 - August 2015
Genentech June 2013 - June 2015
CMEA Capital April 2012 - August 2012
Blueprint Life Science Group, LLC December 2005 - April 2012
Needham & Company July 2005 - December 2005
Eli Lilly and Company July 2002 - July 2005
Skills
Biotechnology, Due Diligence, Pharmaceuticals, Start-ups, Technology Transfer, Pharmaceutical Industry, Lifesciences, Commercialization, Strategy, Mergers & Acquisitions, Health Economics, Pharmaceutical Sales, Biopharmaceuticals, Corporate Development, Biosimilars, Pricing Strategy, Drug Development, Clinical Development, Medical Devices, Drug Discovery, Life Sciences
Education
Johns Hopkins Bloomberg School of Public Health 2012 — 2013
Master of Health Science (MHS), Health Economics
Georgetown University
Bachelor of Arts (B.A.), Economics and English (writing)
St. Ignatius College Prep
Genentech August 2015 - Present
Genentech June 2015 - August 2015
Genentech June 2013 - June 2015
CMEA Capital April 2012 - August 2012
Blueprint Life Science Group, LLC December 2005 - April 2012
Needham & Company July 2005 - December 2005
Eli Lilly and Company July 2002 - July 2005
Skills
Biotechnology, Due Diligence, Pharmaceuticals, Start-ups, Technology Transfer, Pharmaceutical Industry, Lifesciences, Commercialization, Strategy, Mergers & Acquisitions, Health Economics, Pharmaceutical Sales, Biopharmaceuticals, Corporate Development, Biosimilars, Pricing Strategy, Drug Development, Clinical Development, Medical Devices, Drug Discovery, Life Sciences
Education
Johns Hopkins Bloomberg School of Public Health 2012 — 2013
Master of Health Science (MHS), Health Economics
Georgetown University
Bachelor of Arts (B.A.), Economics and English (writing)
St. Ignatius College Prep
David Rold David Rold's Needham & Company Experience August 2012 - Present
Job Equity Research Associate at Needham & Company (IT Hardware/Enterprise Storage/Cloud Infrastructure)
Industry Financial Services
Experience
Needham & Company August 2012 - Present
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Research, Valuation
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Needham & Company August 2012 - Present
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Research, Valuation
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Edyta Adamowicz Wade's Needham & Company Experience January 2008 - July 2008
Job Manager, NonImmigrant Team at SilzerLaw Chartered
Industry Law Practice
Experience
SilzerLaw Chartered March 2010 - January 2011
Healthcare Scouts December 2008 - March 2010
Needham & Company January 2008 - July 2008
SilzerLaw Chartered August 2003 - November 2007
Kelly Price & Company June 2002 - June 2003
Education
Rollins College 2001 — 2003
BA, International Affairs
1993 — 1997
Civil Engineering
SilzerLaw Chartered March 2010 - January 2011
Healthcare Scouts December 2008 - March 2010
Needham & Company January 2008 - July 2008
SilzerLaw Chartered August 2003 - November 2007
Kelly Price & Company June 2002 - June 2003
Education
Rollins College 2001 — 2003
BA, International Affairs
1993 — 1997
Civil Engineering
Connor Lafferty's Needham & Company Experience April 2015 - Present
Job Investment Banking at Needham & Company
Industry Investment Banking
Experience
Needham & Company April 2015 - Present
Bloomberg LP June 2014 - March 2015
Bloomberg LP December 2011 - May 2014
Bloomberg LP August 2010 - November 2011
Merrill Lynch January 2009 - June 2009
EMC June 2008 - August 2008
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Hedge Funds, Credit Analysis, Banking, Commercial Real Estate, Loans, Alternative Investments, Commercial Mortgages, Account Management, Microsoft Excel, Microsoft Word, CMBS, REIT, Agency MBS, MBS, CLO, Investment Banking
Education
Boston College 2006 — 2010
Bachelor's degree, Economics
Boston Latin School 2002 — 2006
Needham & Company April 2015 - Present
Bloomberg LP June 2014 - March 2015
Bloomberg LP December 2011 - May 2014
Bloomberg LP August 2010 - November 2011
Merrill Lynch January 2009 - June 2009
EMC June 2008 - August 2008
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Hedge Funds, Credit Analysis, Banking, Commercial Real Estate, Loans, Alternative Investments, Commercial Mortgages, Account Management, Microsoft Excel, Microsoft Word, CMBS, REIT, Agency MBS, MBS, CLO, Investment Banking
Education
Boston College 2006 — 2010
Bachelor's degree, Economics
Boston Latin School 2002 — 2006
Olga (Akimova) Shoraka's Needham & Company Experience April 2012 - June 2013
Job Equity Research Sales at ITG
Industry Investment Banking
Experience
ITG Inc. July 2013 - Present
Needham & Company April 2012 - June 2013
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. October 2008 - February 2010
Skills
Valuation, Venture Capital, Equity Research, Equities, Financial Modeling, Alternative Investments, Financial Services, Hedge Funds, Investments, Trading, Capital Markets, Series 7, Bloomberg
Education
Volgograd State Technical University 2001 — 2005
BA
ITG Inc. July 2013 - Present
Needham & Company April 2012 - June 2013
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. January 2009 - January 2012
Kaufman Bros. October 2008 - February 2010
Skills
Valuation, Venture Capital, Equity Research, Equities, Financial Modeling, Alternative Investments, Financial Services, Hedge Funds, Investments, Trading, Capital Markets, Series 7, Bloomberg
Education
Volgograd State Technical University 2001 — 2005
BA
Emily Barr Emily Barr's Needham & Company Experience June 2012 - August 2012
Job Special Projects Coordinator and Executive Assistant at EdVestors
Industry Education Management
Experience
EdVestors April 2015 - Present
EdVestors November 2013 - April 2015
Junior League of Boston October 2013 - April 2014
Match Education August 2012 - July 2013
Needham & Company June 2012 - August 2012
Ubuntu Education Fund June 2011 - August 2011
Skills
PowerPoint, Editing
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), History/Gender and Women's Studies
University of Cape Town 2010 — 2010
Ridgewood High School 2004 — 2008
EdVestors April 2015 - Present
EdVestors November 2013 - April 2015
Junior League of Boston October 2013 - April 2014
Match Education August 2012 - July 2013
Needham & Company June 2012 - August 2012
Ubuntu Education Fund June 2011 - August 2011
Skills
PowerPoint, Editing
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), History/Gender and Women's Studies
University of Cape Town 2010 — 2010
Ridgewood High School 2004 — 2008
Andrew Stern Andrew Stern's Needham & Company Experience May 2007 - July 2007
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2008 - Present
Needham & Company May 2007 - July 2007
HSBC May 2006 - July 2006
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2004 — 2008
BS, Applied Math, Economics
JPMorgan Chase July 2008 - Present
Needham & Company May 2007 - July 2007
HSBC May 2006 - July 2006
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2004 — 2008
BS, Applied Math, Economics
David Elliott, RMA-CRC David Elliott, RMA-CRC's Needham & Company Experience October 2000 - September 2002
Job Senior Vice President, Credit Risk Manager | Global Banking & Markets at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. June 2014 - Present
Cambridge Savings Bank March 2012 - June 2014
GE Capital July 2011 - March 2012
GE Capital July 2008 - July 2011
GE Capital July 2006 - July 2008
Comcast June 2005 - August 2005
Citigroup October 2003 - July 2004
Needham & Company October 2000 - September 2002
MedVen Development Corporation November 1997 - October 2000
Skills
Portfolio Management, Financial Modeling, Leveraged Finance, Corporate Finance, Valuation, Financial Analysis, Private Equity, Risk Management, Due Diligence, Capital Markets, Underwriting, Financial Structuring, Credit, Credit Risk, Team Management, Credit Analysis, Finance, Structured Finance, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance, Accounting and Strategic Management
The Risk Management Association
Credit Risk Certified (RMA-CRC Designation)
American Bankers Association
Supervisor Certification & Team Leader Certification
GE Capital Risk Management Leadership Program (RMLP) 2006 — 2008
Formal two-year credit training leadership program
City University of New York-Baruch College 2002 — 2004
Professional Certificate, Finance
New York University 2003 — 2003
Professional Certificate, Financial Risk Management
Cornell University
BA, Biological Sciences
Loyola High School of Los Angeles
Santander Bank, N.A. June 2014 - Present
Cambridge Savings Bank March 2012 - June 2014
GE Capital July 2011 - March 2012
GE Capital July 2008 - July 2011
GE Capital July 2006 - July 2008
Comcast June 2005 - August 2005
Citigroup October 2003 - July 2004
Needham & Company October 2000 - September 2002
MedVen Development Corporation November 1997 - October 2000
Skills
Portfolio Management, Financial Modeling, Leveraged Finance, Corporate Finance, Valuation, Financial Analysis, Private Equity, Risk Management, Due Diligence, Capital Markets, Underwriting, Financial Structuring, Credit, Credit Risk, Team Management, Credit Analysis, Finance, Structured Finance, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance, Accounting and Strategic Management
The Risk Management Association
Credit Risk Certified (RMA-CRC Designation)
American Bankers Association
Supervisor Certification & Team Leader Certification
GE Capital Risk Management Leadership Program (RMLP) 2006 — 2008
Formal two-year credit training leadership program
City University of New York-Baruch College 2002 — 2004
Professional Certificate, Finance
New York University 2003 — 2003
Professional Certificate, Financial Risk Management
Cornell University
BA, Biological Sciences
Loyola High School of Los Angeles
Scott Zeller's Needham & Company Experience 2006 - Present
Job Managing Director, Equity Analyst
Industry Investment Banking
Experience
Needham & Company 2006 - Present
Lehman Brothers 2004 - 2005
Deutsche Bank 2000 - 2003
Education
Cornell University 1989 — 1993
BS, Economics
Needham & Company 2006 - Present
Lehman Brothers 2004 - 2005
Deutsche Bank 2000 - 2003
Education
Cornell University 1989 — 1993
BS, Economics
Matthew Epstein's Needham & Company Experience 2000 - 2003
Job CEO at Primark Development Group
Industry Real Estate
Experience
Primark Development Group 2014 - Present
NexxtShow Exposition Services 2009 - 2013
Champion Exposition Services 2003 - 2008
Needham & Company 2000 - 2003
Skills
Trade Shows, Corporate Events, Management, Project Planning, Mergers, Event Planning, Event Management, Marketing, Fundraising, Marketing Communications, Relationship Marketing, Sales, Public Relations, Budget, Meeting Planning, New Business Development, Social Media, Strategic Planning, Marketing Strategy, Account Management
Education
Babson College 1996 — 2000
Bachelor of Science (B.S.), Finance & Entrepreneurship
Primark Development Group 2014 - Present
NexxtShow Exposition Services 2009 - 2013
Champion Exposition Services 2003 - 2008
Needham & Company 2000 - 2003
Skills
Trade Shows, Corporate Events, Management, Project Planning, Mergers, Event Planning, Event Management, Marketing, Fundraising, Marketing Communications, Relationship Marketing, Sales, Public Relations, Budget, Meeting Planning, New Business Development, Social Media, Strategic Planning, Marketing Strategy, Account Management
Education
Babson College 1996 — 2000
Bachelor of Science (B.S.), Finance & Entrepreneurship
Robin Graham's Needham & Company Experience June 2012 - Present
Job Head of Internet & Digital Media Investment Banking
Industry Investment Banking
Experience
Needham & Company June 2012 - Present
Needham & Company January 2012 - Present
ThinkEquity LLC May 2007 - December 2011
Needham & Company August 1994 - May 2007
Skills
Mergers, Venture Capital, Financial Modeling, Financial Analysis, Business Strategy, Corporate Development, Mergers & Acquisitions, Strategy, Capital Markets, Finance, Valuation, Private Equity, IPO, Corporate Finance, M&A experience, Digital Media, Investment Banking, Start-ups, Investments, Equities, Strategic Partnerships, Business Development, Due Diligence, Business Planning, Portfolio Management, Private Placements, Strategic Planning, Investor Relations, Emerging Markets
Education
Harvard University 1990 — 1994
A.B., Economics
Shiplake College 1986 — 1990
Needham & Company June 2012 - Present
Needham & Company January 2012 - Present
ThinkEquity LLC May 2007 - December 2011
Needham & Company August 1994 - May 2007
Skills
Mergers, Venture Capital, Financial Modeling, Financial Analysis, Business Strategy, Corporate Development, Mergers & Acquisitions, Strategy, Capital Markets, Finance, Valuation, Private Equity, IPO, Corporate Finance, M&A experience, Digital Media, Investment Banking, Start-ups, Investments, Equities, Strategic Partnerships, Business Development, Due Diligence, Business Planning, Portfolio Management, Private Placements, Strategic Planning, Investor Relations, Emerging Markets
Education
Harvard University 1990 — 1994
A.B., Economics
Shiplake College 1986 — 1990
Bill Sherman's Needham & Company Experience June 2000 - February 2003
Job Managing Member at TEC Advisors, LLC
Industry Financial Services
Experience
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
Laura Martin's Needham & Company Experience 2009 - 2014
Job CEO of Capital Knowledge
Industry Financial Services
Experience
Capital Knowledge January 2002 - Present
Needham & Company 2009 - 2014
Soleil Securities 2002 - 2009
Vivendi Universal 2001 - 2002
Credit Suisse First Boston 1994 - 2001
Drexel Burnham Lambert 1983 - 1990
Education
Harvard Business School 1981 — 1983
MBA, Finance
Stanford University
Capital Knowledge January 2002 - Present
Needham & Company 2009 - 2014
Soleil Securities 2002 - 2009
Vivendi Universal 2001 - 2002
Credit Suisse First Boston 1994 - 2001
Drexel Burnham Lambert 1983 - 1990
Education
Harvard Business School 1981 — 1983
MBA, Finance
Stanford University
Wayne Fitzpatrick Wayne Fitzpatrick's Needham & Company Experience 2002 - 2005
Job Principal and CFO at Bulger Partners
Industry Management Consulting
Experience
Bulger Partners 2007 - Present
First Albany Capital 2005 - 2006
Needham & Company 2002 - 2005
Banc of America Securities 1999 - 2001
NationsBanc Montgomery Securities 1996 - 1999
JP Morgan & Company 1993 - 1994
IBM 1990 - 1993
Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Trinity College-Hartford 1984 — 1988
BA
Belmont Hill School 1980 — 1984
Bulger Partners 2007 - Present
First Albany Capital 2005 - 2006
Needham & Company 2002 - 2005
Banc of America Securities 1999 - 2001
NationsBanc Montgomery Securities 1996 - 1999
JP Morgan & Company 1993 - 1994
IBM 1990 - 1993
Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Trinity College-Hartford 1984 — 1988
BA
Belmont Hill School 1980 — 1984
Benjamin Koby Benjamin Koby's Needham & Company Experience 2005 - 2005
Job
Industry Pharmaceuticals
Experience
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
Raina Smyth's Needham & Company Experience June 2002 - May 2004
Job Consultant
Industry Investment Management
Experience
Consultant October 2014 - Present
Self-employed September 2012 - Present
Lyrical Partners, LP July 2007 - May 2012
Morgan Stanley May 2004 - June 2007
Needham & Company June 2002 - May 2004
Dunmore Management LLC October 2001 - May 2002
J.P. Morgan June 2001 - August 2001
Skills
Equity Research, Hedge Funds, Financial Modeling, Options, Trading, Investment Management, Commodity, Alternative Investments, Asset Management, Value Investing, ETFs, Economics, Due Diligence, Volatility, Research, Stock Picking, Macroeconomics, Global Macro, Asset Allocation, Currency, Security Analysis, Industry Analysis, Fundamental Research, Currencies, Commodities, Discretionary Macro, FX trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Value Investing
University of Washington 1991 — 1996
B.S., Psychology
Consultant October 2014 - Present
Self-employed September 2012 - Present
Lyrical Partners, LP July 2007 - May 2012
Morgan Stanley May 2004 - June 2007
Needham & Company June 2002 - May 2004
Dunmore Management LLC October 2001 - May 2002
J.P. Morgan June 2001 - August 2001
Skills
Equity Research, Hedge Funds, Financial Modeling, Options, Trading, Investment Management, Commodity, Alternative Investments, Asset Management, Value Investing, ETFs, Economics, Due Diligence, Volatility, Research, Stock Picking, Macroeconomics, Global Macro, Asset Allocation, Currency, Security Analysis, Industry Analysis, Fundamental Research, Currencies, Commodities, Discretionary Macro, FX trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Value Investing
University of Washington 1991 — 1996
B.S., Psychology
Chris Schneck's Needham & Company Experience February 2010 - May 2011
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey January 2015 - Present
Medley Capital July 2014 - January 2015
Duff & Phelps March 2014 - July 2014
Duff & Phelps July 2012 - February 2014
ICAP June 2011 - August 2011
Needham & Company February 2010 - May 2011
Skills
Valuation, Bloomberg, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Hedge Funds, Private Equity, Investments, Business Valuation, Equity Research, Bloomberg Terminal, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2008 — 2011
B.S. Accounting
Houlihan Lokey January 2015 - Present
Medley Capital July 2014 - January 2015
Duff & Phelps March 2014 - July 2014
Duff & Phelps July 2012 - February 2014
ICAP June 2011 - August 2011
Needham & Company February 2010 - May 2011
Skills
Valuation, Bloomberg, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Hedge Funds, Private Equity, Investments, Business Valuation, Equity Research, Bloomberg Terminal, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2008 — 2011
B.S. Accounting
Mel S. Lavitt Mel S. Lavitt's Needham & Company Experience January 2009 - Present
Job Chairman of the Board of Directors at Governor's Board of Economic Development, Utah
Industry Investment Management
Experience
Governor's Board of Economic Development, Utah July 2005 - Present
Needham & Company January 2009 - Present
Lavitt Group January 2007 - Present
Jabil Circuit Inc. September 1991 - Present
State of Utah November 2011 - Present
Utah Capital Investment Corporation October 2010 - Present
Economic Development Corporation of Utah January 2014 - Present
Xavient Information Systems May 2010 - Present
C.E. Unterberg, Towbin August 1992 - July 2007
Lavitt Management June 1987 - August 1992
Skills
Strategy, Emerging Markets, Asset Management, Management Consulting, Contract Negotiation, Product Management, Corporate Development, Asset Managment, IPO, Investor Relations, Cross-functional Team..., Investment Banking, Marketing Strategy, Operations Management, Management, Networking, Venture Capital, Forecasting, Economics, Equities, Product Development, Fundraising, Manufacturing, Telecommunications, Leadership, Budgets, Customer Service
Education
Brown University 1955 — 1959
AB, American Civilization
Governor's Board of Economic Development, Utah July 2005 - Present
Needham & Company January 2009 - Present
Lavitt Group January 2007 - Present
Jabil Circuit Inc. September 1991 - Present
State of Utah November 2011 - Present
Utah Capital Investment Corporation October 2010 - Present
Economic Development Corporation of Utah January 2014 - Present
Xavient Information Systems May 2010 - Present
C.E. Unterberg, Towbin August 1992 - July 2007
Lavitt Management June 1987 - August 1992
Skills
Strategy, Emerging Markets, Asset Management, Management Consulting, Contract Negotiation, Product Management, Corporate Development, Asset Managment, IPO, Investor Relations, Cross-functional Team..., Investment Banking, Marketing Strategy, Operations Management, Management, Networking, Venture Capital, Forecasting, Economics, Equities, Product Development, Fundraising, Manufacturing, Telecommunications, Leadership, Budgets, Customer Service
Education
Brown University 1955 — 1959
AB, American Civilization
Joseph Catalano's Needham & Company Experience May 2013 - November 2013
Job Release Engineer at BlackRock
Industry Information Technology and Services
Experience
BlackRock July 2015 - Present
Manhattan College ITS September 2014 - April 2015
USTA June 2014 - August 2014
Needham & Company May 2013 - November 2013
Needham & Company June 2012 - August 2012
Skills
Analysis, Python, Outlook, Microsoft Excel, Social Networking, PowerPoint, Leadership, Microsoft Office, Research, Concur, EDGAR filings, Salesforce.com, Microsoft Word, Customer Service, Social Media, Management, Public Speaking, Facebook, Data Analysis, FactSet, Sage MAS500, Visual Basic
Education
Manhattan College 2011 — 2015
BS, Computer and Information Systems
Monsignor Farrell High School 2007 — 2011
Advanced Regents Deploma
BlackRock July 2015 - Present
Manhattan College ITS September 2014 - April 2015
USTA June 2014 - August 2014
Needham & Company May 2013 - November 2013
Needham & Company June 2012 - August 2012
Skills
Analysis, Python, Outlook, Microsoft Excel, Social Networking, PowerPoint, Leadership, Microsoft Office, Research, Concur, EDGAR filings, Salesforce.com, Microsoft Word, Customer Service, Social Media, Management, Public Speaking, Facebook, Data Analysis, FactSet, Sage MAS500, Visual Basic
Education
Manhattan College 2011 — 2015
BS, Computer and Information Systems
Monsignor Farrell High School 2007 — 2011
Advanced Regents Deploma
Christophe Lirola Christophe Lirola's Needham & Company Experience June 2011 - August 2011
Job M&A Analyst at BDA Partners
Industry Investment Banking
Experience
BDA Partners July 2013 - Present
GS Wilcox and Co. June 2012 - March 2013
GS Wilcox & Co. January 2012 - February 2012
Needham & Company June 2011 - August 2011
Needham & Company June 2010 - August 2010
Sachem's Head Yacht Club June 2006 - August 2009
Skills
Investment Banking, Finance, Economics, Financial Modeling, Commercial Mortgages, Series 79
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Economics/French
Choate Rosemary Hall 2004 — 2008
High School Diploma
Lycée Français de New York 1993 — 2004
BDA Partners July 2013 - Present
GS Wilcox and Co. June 2012 - March 2013
GS Wilcox & Co. January 2012 - February 2012
Needham & Company June 2011 - August 2011
Needham & Company June 2010 - August 2010
Sachem's Head Yacht Club June 2006 - August 2009
Skills
Investment Banking, Finance, Economics, Financial Modeling, Commercial Mortgages, Series 79
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Economics/French
Choate Rosemary Hall 2004 — 2008
High School Diploma
Lycée Français de New York 1993 — 2004
Benjamin Jang Benjamin Jang's Needham & Company Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Needham & Company
Industry Investment Banking
Experience
Needham & Company June 2015 - August 2015
SiVal Advisors LLC May 2014 - August 2014
Skills
Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Investment Banking, Financial Analysis, Valuation, Financial Statement..., Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2017
Bachelor of Science (BSc), Business Administration
John P. Stevens High School 2009 — 2013
Needham & Company June 2015 - August 2015
SiVal Advisors LLC May 2014 - August 2014
Skills
Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Investment Banking, Financial Analysis, Valuation, Financial Statement..., Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2017
Bachelor of Science (BSc), Business Administration
John P. Stevens High School 2009 — 2013
Jonathan Meyers's Needham & Company Experience 1991 - 1994
Job
Industry Semiconductors
Experience
Planar Semiconductor AG April 2014 - Present
Semiconductor Associates December 2012 - Present
Caris & Company August 2007 - December 2012
WR Hambrecht + Co January 2004 - August 2007
Soundview Technology Group 1994 - 2004
Needham & Company 1991 - 1994
PaineWebber (now UBS Financial Services) 1989 - 1991
Shearson Lehman Brothers 1974 - 1989
Skills
Mergers, IPO, Equities, Corporate Development, Venture Capital, Valuation, Private Placements, Equity Research, Capital Raising, Investment Banking, Mergers & Acquisitions, Start-ups, Private Equity, Business Strategy, Hedge Funds, Investments, Emerging Markets, Alternative Investments
Education
Harvard Business School 1972 — 1974
MBA
University of Pittsburgh 1964 — 1968
Bachelor of Arts (BA), Political Science / History
Planar Semiconductor AG April 2014 - Present
Semiconductor Associates December 2012 - Present
Caris & Company August 2007 - December 2012
WR Hambrecht + Co January 2004 - August 2007
Soundview Technology Group 1994 - 2004
Needham & Company 1991 - 1994
PaineWebber (now UBS Financial Services) 1989 - 1991
Shearson Lehman Brothers 1974 - 1989
Skills
Mergers, IPO, Equities, Corporate Development, Venture Capital, Valuation, Private Placements, Equity Research, Capital Raising, Investment Banking, Mergers & Acquisitions, Start-ups, Private Equity, Business Strategy, Hedge Funds, Investments, Emerging Markets, Alternative Investments
Education
Harvard Business School 1972 — 1974
MBA
University of Pittsburgh 1964 — 1968
Bachelor of Arts (BA), Political Science / History
Elvira Scotto, CFA's Needham & Company Experience 2001 - 2003
Job Managing Director, Equity Analyst MLPs and Energy Infrastructure at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets July 2011 - Present
Credit Suisse Securities (USA) LLC June 2009 - June 2011
Banc of America Securities January 2004 - April 2009
Needham & Company 2001 - 2003
Skills
Equity Research, Equities, Competitive Analysis, Valuation, Financial Modeling, Analysis, Alternative Investments, Capital Markets, Equity Valuation, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Asset Management, Investments, Corporate Finance, Bloomberg, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor's degree, Economics
RBC Capital Markets July 2011 - Present
Credit Suisse Securities (USA) LLC June 2009 - June 2011
Banc of America Securities January 2004 - April 2009
Needham & Company 2001 - 2003
Skills
Equity Research, Equities, Competitive Analysis, Valuation, Financial Modeling, Analysis, Alternative Investments, Capital Markets, Equity Valuation, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Asset Management, Investments, Corporate Finance, Bloomberg, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor's degree, Economics
Paula Torch's Needham & Company Experience December 2009 - November 2010
Job Senior Research Analyst at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners 2014 - Present
Avondale Partners September 2012 - January 2014
Barclays Capital December 2010 - July 2011
Needham & Company December 2009 - November 2010
Needham & Company April 2007 - December 2009
Needham & Company February 2005 - April 2007
Education
Fordham University
Bachelor of Science, Finance
Avondale Partners 2014 - Present
Avondale Partners September 2012 - January 2014
Barclays Capital December 2010 - July 2011
Needham & Company December 2009 - November 2010
Needham & Company April 2007 - December 2009
Needham & Company February 2005 - April 2007
Education
Fordham University
Bachelor of Science, Finance
Frederick Ziegel's Needham & Company Experience 1985 - 1990
Job Vice President at Topeka Capital Markets, Inc
Industry Capital Markets
Experience
Topeka Capital Markets, Inc May 2011 - Present
Blue Water Capital Markets LLC March 2010 - January 2012
Mackinac Research LLC 2004 - 2009
Tucker Anthony 1999 - 2001
Punk Ziegel & Knoell 1990 - 1997
Needham & Company 1985 - 1990
Salomon Brothers 1982 - 1985
Buyside Firms 1972 - 1982
Skills
Investment Research, Financial Modeling, Equity Research, Series 7, Series 63, Securities, Valuation, Alternative Investments, Trading, Fixed Income, FINRA, Equity Valuation, Asset Managment
Education
Eastern Michigan University 1969 — 1971
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 1965 — 1969
Bachelor of Science (BS), Labor Law/Economics
Topeka Capital Markets, Inc May 2011 - Present
Blue Water Capital Markets LLC March 2010 - January 2012
Mackinac Research LLC 2004 - 2009
Tucker Anthony 1999 - 2001
Punk Ziegel & Knoell 1990 - 1997
Needham & Company 1985 - 1990
Salomon Brothers 1982 - 1985
Buyside Firms 1972 - 1982
Skills
Investment Research, Financial Modeling, Equity Research, Series 7, Series 63, Securities, Valuation, Alternative Investments, Trading, Fixed Income, FINRA, Equity Valuation, Asset Managment
Education
Eastern Michigan University 1969 — 1971
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 1965 — 1969
Bachelor of Science (BS), Labor Law/Economics
Sean McGowan's Needham & Company Experience October 2007 - June 2015
Job Managing Director, Equity Research at Oppenheimer & Co. Inc.
Industry Banking
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Needham & Company October 2007 - June 2015
Wedbush Morgan Securities August 2006 - 2007
Harris Nesbitt Corp. May 2003 - August 2006
Gerard Klauer Mattison & Co. February 2002 - May 2003
Gerard Klauer Mattison & Co. November 1998 - November 2002
Gerard Klauer Mattison & Co. May 1989 - November 1998
Balis Zorn Gerard Inc. 1986 - 1989
Skills
Equity Research, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Series 7, Hedge Funds, Investments, Private Equity, Equity Valuation, Private Placements, Series 63, Corporate Finance, Venture Capital, Mergers, Due Diligence, Bloomberg, Portfolio Management, Financial Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Hofstra University 1979 — 1983
B.A., English Literature and French
Oppenheimer & Co. Inc. June 2015 - Present
Needham & Company October 2007 - June 2015
Wedbush Morgan Securities August 2006 - 2007
Harris Nesbitt Corp. May 2003 - August 2006
Gerard Klauer Mattison & Co. February 2002 - May 2003
Gerard Klauer Mattison & Co. November 1998 - November 2002
Gerard Klauer Mattison & Co. May 1989 - November 1998
Balis Zorn Gerard Inc. 1986 - 1989
Skills
Equity Research, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Series 7, Hedge Funds, Investments, Private Equity, Equity Valuation, Private Placements, Series 63, Corporate Finance, Venture Capital, Mergers, Due Diligence, Bloomberg, Portfolio Management, Financial Analysis
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Hofstra University 1979 — 1983
B.A., English Literature and French
Church Lewis's Needham & Company Experience January 2003 - August 2012
Job Partner at Gruppo, Levey & Co.
Industry Investment Banking
Experience
Gruppo, Levey & Co. August 2012 - Present
Needham & Company January 2003 - August 2012
Brandeis International Business School August 2008 - December 2009
Alex. Brown & Sons, Inc. 1984 - 1990
Skills
Venture Capital, Private Equity, Investment Banking, Mergers, Valuation, Financial Modeling, Corporate Finance, Equity Research, Due Diligence, Investments, Capital Markets, Entrepreneurship
Education
Harvard Business School 1982 — 1984
MBA
Columbia University School of Law 1974 — 1977
JD
Stanford University 1969 — 1973
BA
Gruppo, Levey & Co. August 2012 - Present
Needham & Company January 2003 - August 2012
Brandeis International Business School August 2008 - December 2009
Alex. Brown & Sons, Inc. 1984 - 1990
Skills
Venture Capital, Private Equity, Investment Banking, Mergers, Valuation, Financial Modeling, Corporate Finance, Equity Research, Due Diligence, Investments, Capital Markets, Entrepreneurship
Education
Harvard Business School 1982 — 1984
MBA
Columbia University School of Law 1974 — 1977
JD
Stanford University 1969 — 1973
BA
Amanda Pidgeon Serna's Needham & Company Experience October 1998 - June 2002
Job Neurosurgery RPAC
Industry Hospital & Health Care
Experience
SUNY Stony Brook-NY Spine & Brain Surgery, PC May 2007 - Present
Long Island Neurosurgical & Spinal Associates October 2004 - May 2014
St. Catherine of Siena Medical Center January 2005 - May 2007
Mid-Suffolk Neurosurgical Associates November 2004 - May 2007
Magdy Shady, MD, PC October 2004 - May 2007
Needham & Company October 1998 - June 2002
Prudential Securities July 1998 - October 1998
Skills
Neurosurgery, Public Speaking, Customer Service, Community Outreach, Marketing, Financial Analysis, Hospitals, Equity Trading, Healthcare
Education
Stony Brook University 2000 — 2004
RPAC, Physician Assistant BS
Georgetown University 1994 — 1998
BSBA, Finance
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Science in Business, Finance
SUNY Stony Brook-NY Spine & Brain Surgery, PC May 2007 - Present
Long Island Neurosurgical & Spinal Associates October 2004 - May 2014
St. Catherine of Siena Medical Center January 2005 - May 2007
Mid-Suffolk Neurosurgical Associates November 2004 - May 2007
Magdy Shady, MD, PC October 2004 - May 2007
Needham & Company October 1998 - June 2002
Prudential Securities July 1998 - October 1998
Skills
Neurosurgery, Public Speaking, Customer Service, Community Outreach, Marketing, Financial Analysis, Hospitals, Equity Trading, Healthcare
Education
Stony Brook University 2000 — 2004
RPAC, Physician Assistant BS
Georgetown University 1994 — 1998
BSBA, Finance
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Science in Business, Finance
Charlie Glavin's Needham & Company Experience 2004 - 2007
Job CFO at ViXS Systems Inc.
Industry Semiconductors
Experience
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
ViXS Systems Inc. July 2013 - Present
Phoenix Biomass Energy August 2010 - August 2013
MP2 Capital May 2009 - November 2010
New Enterprise Associates June 2008 - May 2009
Spreadtrum Communications January 2007 - July 2008
Needham & Company 2004 - 2007
ThinkEquity Partners 2002 - 2004
Credit Suisse First Boston 1997 - 2002
Robertson Stephens & Company 1996 - 1997
Intel 1993 - 1996
Skills
Mergers, Investments, Energy, Business Strategy, Strategic Planning, Financial Modeling, Due Diligence, Negotiation, Mergers & Acquisitions, Finance, Renewable Energy, Portfolio Management, Business Development, Project Finance, Venture Capital, Executive Management, Corporate Development, Private Equity, Cleantech
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing, Decision Sciences
Bucknell University 1981 — 1985
BS, Eocnomics
Catherine Brewer's Needham & Company Experience October 2001 - April 2005
Job Philanthropy Project Coordinator at Palo Alto Medical Foundation
Industry Hospital & Health Care
Experience
Palo Alto Medical Foundation May 2014 - Present
Sequoia Hospital January 2013 - May 2014
Stanford University Medical Center Development October 2011 - January 2013
Stanford Hospital 2010 - 2011
City of Palo Alto December 2009 - November 2010
Venrock April 2005 - March 2009
El Camino Hospital, Emergency Department August 2007 - June 2008
Needham & Company October 2001 - April 2005
Excite@Home March 2000 - July 2001
Skills
Fundraising, Event Planning, Program Management, Leadership, Social Media, PowerPoint, Management, Business Development, Marketing, Customer Service, Project Management, Healthcare
Education
California State University-East Bay 1995 — 1997
BA, Human Development / Psychology
Palo Alto Medical Foundation May 2014 - Present
Sequoia Hospital January 2013 - May 2014
Stanford University Medical Center Development October 2011 - January 2013
Stanford Hospital 2010 - 2011
City of Palo Alto December 2009 - November 2010
Venrock April 2005 - March 2009
El Camino Hospital, Emergency Department August 2007 - June 2008
Needham & Company October 2001 - April 2005
Excite@Home March 2000 - July 2001
Skills
Fundraising, Event Planning, Program Management, Leadership, Social Media, PowerPoint, Management, Business Development, Marketing, Customer Service, Project Management, Healthcare
Education
California State University-East Bay 1995 — 1997
BA, Human Development / Psychology
Sarah Neal's Needham & Company Experience March 2000 - January 2002
Job Corporate Finance at GM Financial
Industry Banking
Experience
GM Financial April 2013 - Present
Ally Financial Inc. 2008 - March 2013
Origen Financial 2006 - 2008
Amherst Partners, LLC, January 2006 - June 2006
Sears Holdings Corporation June 2004 - July 2005
Needham & Company March 2000 - January 2002
FleetBoston Robertson Stephens January 1997 - March 2000
Skills
Portfolio Management, Investment Banking, Financial Modeling, Corporate Finance, Finance, Financial Analysis, Due Diligence, Credit, Investments, Forecasting, Analysis, Budgets, Financial Risk, Accounting, Treasury, Pricing, Leadership, Strategic Financial..., Management, Financial Forecasting, Risk Management, Treasury Management, Cash Management, Financial Reporting, Credit Analysis, Credit Risk, Securitization, Banking, Cash Flow
Education
Michigan State University 2002 — 2004
MBA, Finance&Supply Chain Mgmt
Emory University 1989 — 1993
BA, International Studies, French
GM Financial April 2013 - Present
Ally Financial Inc. 2008 - March 2013
Origen Financial 2006 - 2008
Amherst Partners, LLC, January 2006 - June 2006
Sears Holdings Corporation June 2004 - July 2005
Needham & Company March 2000 - January 2002
FleetBoston Robertson Stephens January 1997 - March 2000
Skills
Portfolio Management, Investment Banking, Financial Modeling, Corporate Finance, Finance, Financial Analysis, Due Diligence, Credit, Investments, Forecasting, Analysis, Budgets, Financial Risk, Accounting, Treasury, Pricing, Leadership, Strategic Financial..., Management, Financial Forecasting, Risk Management, Treasury Management, Cash Management, Financial Reporting, Credit Analysis, Credit Risk, Securitization, Banking, Cash Flow
Education
Michigan State University 2002 — 2004
MBA, Finance&Supply Chain Mgmt
Emory University 1989 — 1993
BA, International Studies, French
Kandy Rathinasamy's Needham & Company Experience May 2004 - May 2005
Job Sr. Product Manager Bringing Innovative Software to Market
Industry Computer Software
Experience
Pegasystems January 2010 - Present
Cisco Systems March 2009 - December 2009
Cisco Systems, Inc. September 2006 - December 2009
Needham & Company May 2004 - May 2005
Cisco Systems, Inc. January 2000 - May 2004
WebLine Communications 1998 - 1999
ComputerVision 1995 - 1997
Skills
Product Management, CRM, Mobile Applications, Contact Centers, Unified Communications, Strategy, Cross-functional Team..., User Experience, Agile Methodologies, Enterprise Software, SaaS, Cloud Computing, Integration, Management, Competitive Analysis, Sales Enablement, Business Strategy, Solution Selling, Software Development, Pre-sales, Project Management, Go-to-market Strategy, Multi-channel Marketing, Product Launch, Scrum, Mobile Devices, Telecommunications, Leadership, VoIP, Software Project...
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Indian Institute of Technology, Madras 1989 — 1993
B. Tech., Civil Engineering
State University of New York College at Buffalo 1993 — 1995
M.S., Civil Eng.
Pegasystems January 2010 - Present
Cisco Systems March 2009 - December 2009
Cisco Systems, Inc. September 2006 - December 2009
Needham & Company May 2004 - May 2005
Cisco Systems, Inc. January 2000 - May 2004
WebLine Communications 1998 - 1999
ComputerVision 1995 - 1997
Skills
Product Management, CRM, Mobile Applications, Contact Centers, Unified Communications, Strategy, Cross-functional Team..., User Experience, Agile Methodologies, Enterprise Software, SaaS, Cloud Computing, Integration, Management, Competitive Analysis, Sales Enablement, Business Strategy, Solution Selling, Software Development, Pre-sales, Project Management, Go-to-market Strategy, Multi-channel Marketing, Product Launch, Scrum, Mobile Devices, Telecommunications, Leadership, VoIP, Software Project...
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Indian Institute of Technology, Madras 1989 — 1993
B. Tech., Civil Engineering
State University of New York College at Buffalo 1993 — 1995
M.S., Civil Eng.
Vik Grover's Needham & Company Experience September 2003 - January 2005
Job Managing Director at Source Capital Group, Inc.
Industry Financial Services
Experience
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Source Capital Group, Inc. Managing Director, Investment BankingSource Capital Group, Inc.2007 - Present
Merriman Curhan Ford & Co. January 2006 - December 2006
Thomas Weisel Partners January 2005 - January 2006
Needham & Company September 2003 - January 2005
Kaufman Bros. January 1998 - September 2003
Education
Georgia Institute of Technology 1993 — 1995
University of California, Berkeley 1987 — 1992
BA, Marketing/Communications
Erica Shannon-Berowski's Needham & Company Experience June 2003 - June 2005
Job Director Customer Services at IQPC
Industry Education Management
Experience
IQPC June 2005 - Present
Needham & Company June 2003 - June 2005
Education
Fairfield University 1999 — 2003
Marketing
IQPC June 2005 - Present
Needham & Company June 2003 - June 2005
Education
Fairfield University 1999 — 2003
Marketing
Ken Winston's Needham & Company Experience 1996 - 1999
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments December 2007 - Present
Hartford Investment Management March 2006 - November 2007
Lee Munder Capital Group August 2000 - March 2006
Needham & Company 1996 - 1999
Skills
Hedge Funds, Equities, Investments, Asset Managment, Alternative Investments, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Mutual Funds, Equity Valuation, Investment Management, Stock Picking
Education
Harvard Business School
MBA
Babson College
Bachelor's degree
Pioneer Investments December 2007 - Present
Hartford Investment Management March 2006 - November 2007
Lee Munder Capital Group August 2000 - March 2006
Needham & Company 1996 - 1999
Skills
Hedge Funds, Equities, Investments, Asset Managment, Alternative Investments, Portfolio Management, Bloomberg, Financial Modeling, Valuation, Mutual Funds, Equity Valuation, Investment Management, Stock Picking
Education
Harvard Business School
MBA
Babson College
Bachelor's degree
Marek Dydecki's Needham & Company Experience June 1999 - December 2008
Job consultant
Industry Information Technology and Services
Experience
freelancer September 2009 - Present
Needham & Company June 1999 - December 2008
Education
AGH University of Science and Technology 1967 — 1972
PhD, Civil Engineering
freelancer September 2009 - Present
Needham & Company June 1999 - December 2008
Education
AGH University of Science and Technology 1967 — 1972
PhD, Civil Engineering
Heather Hussey's Needham & Company Experience 2007 - 2008
Job Resident Physician at WinthropUniversity Hospital
Industry Biotechnology
Experience
Winthrop-University Hospital July 2012 - Present
Needham & Company 2007 - 2008
Citi 2002 - 2005
Skills
Healthcare, Clinical Research, Medical Education, Internal Medicine, Medicine
Education
Stony Brook University Health Sciences Center School of Medicine 2008 — 2012
M.D., Medicine
Columbia University in the City of New York 2005 — 2007
Pre-Med, Pre-Med
Harvard University 1998 — 2002
Bachelor of Arts (B.A.)
Winthrop-University Hospital July 2012 - Present
Needham & Company 2007 - 2008
Citi 2002 - 2005
Skills
Healthcare, Clinical Research, Medical Education, Internal Medicine, Medicine
Education
Stony Brook University Health Sciences Center School of Medicine 2008 — 2012
M.D., Medicine
Columbia University in the City of New York 2005 — 2007
Pre-Med, Pre-Med
Harvard University 1998 — 2002
Bachelor of Arts (B.A.)
Clinton Musil's Needham & Company Experience 2005 - 2008
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Wells Fargo Securities 2013 - July 2014
Essex Woodlands 2010 - 2013
Gilead Sciences 2009 - 2009
Needham & Company 2005 - 2008
sanofi-aventis 2004 - 2005
University of Arizona Department of Biochemistry 2001 - 2004
Skills
Venture Capital, Private Equity, Mergers, Due Diligence, Investments, Business Strategy, Corporate Development, Equities, Financial Modeling, Valuation, Investment Banking, Strategy
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Arizona 1999 — 2003
Bachelor of Science (BS), Biochemistry and Molecular Biology
Deutsche Bank July 2014 - Present
Wells Fargo Securities 2013 - July 2014
Essex Woodlands 2010 - 2013
Gilead Sciences 2009 - 2009
Needham & Company 2005 - 2008
sanofi-aventis 2004 - 2005
University of Arizona Department of Biochemistry 2001 - 2004
Skills
Venture Capital, Private Equity, Mergers, Due Diligence, Investments, Business Strategy, Corporate Development, Equities, Financial Modeling, Valuation, Investment Banking, Strategy
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Arizona 1999 — 2003
Bachelor of Science (BS), Biochemistry and Molecular Biology
Lisa Ayers's Needham & Company Experience August 2005 - February 2008
Job Executive Assistant at ForgeRock
Industry Security and Investigations
Experience
ForgeRock September 2015 - Present
E2open March 2008 - August 2015
Needham & Company August 2005 - February 2008
CSC June 1997 - January 2000
Skills
Marketing Communications, Management, Project Management, Enterprise Software, SaaS, Time Management, Direct Sales, Lead Generation, Business Development, Salesforce.com, Start-ups, Project Planning, Sales, Cross-functional Team..., Event Planning, B2B, Cloud Computing
Education
California State University-Chico 2001 — 2004
BS, Business
ForgeRock September 2015 - Present
E2open March 2008 - August 2015
Needham & Company August 2005 - February 2008
CSC June 1997 - January 2000
Skills
Marketing Communications, Management, Project Management, Enterprise Software, SaaS, Time Management, Direct Sales, Lead Generation, Business Development, Salesforce.com, Start-ups, Project Planning, Sales, Cross-functional Team..., Event Planning, B2B, Cloud Computing
Education
California State University-Chico 2001 — 2004
BS, Business
Debbie Delianites's Needham & Company Experience August 1988 - December 1990
Job Financial Services Professional Business Operations
Industry Financial Services
Experience
Financial Guaranty Insurance Company September 1997 - March 2008
Financial Guaranty Insurance Company (FGIC) 1998 - 2008
Punk, Ziegel & Knoell 1990 - 1998
Punk, Ziegel & Company 1990 - 1996
Needham & Company August 1988 - December 1990
E.F. Hutton & Co., Inc. April 1984 - September 1988
Education
Brooklyn College 1973 — 1980
Financial Guaranty Insurance Company September 1997 - March 2008
Financial Guaranty Insurance Company (FGIC) 1998 - 2008
Punk, Ziegel & Knoell 1990 - 1998
Punk, Ziegel & Company 1990 - 1996
Needham & Company August 1988 - December 1990
E.F. Hutton & Co., Inc. April 1984 - September 1988
Education
Brooklyn College 1973 — 1980
Kevin Allen's Needham & Company Experience February 2010 - May 2011
Job Director, Strategic Technology Investments
Industry Venture Capital & Private Equity
Experience
New York Life Investments May 2014 - Present
Citi June 2013 - May 2014
Barclays Capital May 2011 - June 2013
Needham & Company February 2010 - May 2011
Winterberry Group June 2009 - February 2010
Marsh & McLennan July 2007 - May 2009
Skills
Due Diligence, Financial Modeling, Valuation, Private Equity, Equities, Equity Capital Markets
Education
Bucknell University 2003 — 2007
B.A., Economics, Mathematics Concentration
Conestoga
New York Life Investments May 2014 - Present
Citi June 2013 - May 2014
Barclays Capital May 2011 - June 2013
Needham & Company February 2010 - May 2011
Winterberry Group June 2009 - February 2010
Marsh & McLennan July 2007 - May 2009
Skills
Due Diligence, Financial Modeling, Valuation, Private Equity, Equities, Equity Capital Markets
Education
Bucknell University 2003 — 2007
B.A., Economics, Mathematics Concentration
Conestoga
Andrew Spinola's Needham & Company Experience July 2004 - June 2008
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2008 - Present
Needham & Company July 2004 - June 2008
TenFold 1999 - 2003
Tenfold 1999 - 2003
Skills
Financial Modeling, Equities, Investment Banking, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Investments, Corporate Finance, Bloomberg, Fixed Income, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance
William & Mary 1991 — 1995
BA, Economics
Wells Fargo Securities September 2008 - Present
Needham & Company July 2004 - June 2008
TenFold 1999 - 2003
Tenfold 1999 - 2003
Skills
Financial Modeling, Equities, Investment Banking, Capital Markets, Financial Analysis, Portfolio Management, Valuation, Investments, Corporate Finance, Bloomberg, Fixed Income, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance
William & Mary 1991 — 1995
BA, Economics
Rob Zizza's Needham & Company Experience June 2007 - August 2007
Job Columbia Business School MBA Candidate, Class of 2017
Industry Real Estate
Experience
Columbia Business School August 2015 - Present
Frere Hall Capital Management LLC June 2012 - March 2015
Hess Energy Trading Company, LLC September 2008 - April 2012
Needham & Company June 2007 - August 2007
SM Investors, LLC June 2005 - August 2005
Skills
Equities, Valuation, Trading, Bloomberg, Financial Analysis, Hedge Funds, Investments, Derivatives, Asset Management, Private Equity, Corporate Finance, Due Diligence
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2004 — 2008
BA, Philosophy, History
Regis High School 2000 — 2004
Columbia Business School August 2015 - Present
Frere Hall Capital Management LLC June 2012 - March 2015
Hess Energy Trading Company, LLC September 2008 - April 2012
Needham & Company June 2007 - August 2007
SM Investors, LLC June 2005 - August 2005
Skills
Equities, Valuation, Trading, Bloomberg, Financial Analysis, Hedge Funds, Investments, Derivatives, Asset Management, Private Equity, Corporate Finance, Due Diligence
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2004 — 2008
BA, Philosophy, History
Regis High School 2000 — 2004
Reggie Miller, CFA's Needham & Company Experience March 2015 - August 2015
Job Associate, Healthcare Investment Banking
Industry Investment Banking
Experience
UBS August 2015 - Present
Needham & Company March 2015 - August 2015
Citi April 2014 - March 2015
UBS September 2013 - April 2014
CLSA July 2012 - September 2013
CLSA March 2011 - July 2012
CLSA September 2009 - March 2011
Calyon 2007 - 2009
Skills
Capital Markets, Equities, Equity Research, Series 7, Equity Derivatives, Series 63, Chartered Financial..., Derivatives, Series 55, Series 86, Series 87, Series 79, Hedge Funds, Financial Analysis, Fixed Income, Equity Trading, Investments, Investment Banking, Valuation
Education
Boston University - School of Management
BSBA, FINANCE / ACCOUNTING
UBS August 2015 - Present
Needham & Company March 2015 - August 2015
Citi April 2014 - March 2015
UBS September 2013 - April 2014
CLSA July 2012 - September 2013
CLSA March 2011 - July 2012
CLSA September 2009 - March 2011
Calyon 2007 - 2009
Skills
Capital Markets, Equities, Equity Research, Series 7, Equity Derivatives, Series 63, Chartered Financial..., Derivatives, Series 55, Series 86, Series 87, Series 79, Hedge Funds, Financial Analysis, Fixed Income, Equity Trading, Investments, Investment Banking, Valuation
Education
Boston University - School of Management
BSBA, FINANCE / ACCOUNTING
Damon Di Salvatore's Needham & Company Experience May 1997 - February 2001
Job Managing Director at Cowen Group
Industry Financial Services
Experience
Cowen and Company February 2012 - Present
Jefferies & Company September 2006 - December 2011
RBC Capital Markets February 2001 - December 2004
Needham & Company May 1997 - February 2001
Gerard Klauer Mattison & Co August 1992 - April 1997
Education
Fairfield University 1987 — 1991
BS, Business mangement
Cowen and Company February 2012 - Present
Jefferies & Company September 2006 - December 2011
RBC Capital Markets February 2001 - December 2004
Needham & Company May 1997 - February 2001
Gerard Klauer Mattison & Co August 1992 - April 1997
Education
Fairfield University 1987 — 1991
BS, Business mangement
Steven Gwozdz's Needham & Company Experience 2002 - 2005
Job Laurel Heights Equity Partners
Industry Financial Services
Experience
Laurel Heights Equity Partners, LLC June 2014 - Present
HSBC Securities 2005 - March 2014
Needham & Company 2002 - 2005
Robertson Stephens 1998 - 2002
Nantucket Nectars 1993 - 1996
Skills
Equities, Hedge Funds, Investments, Corporate Development, Emerging Markets, Equity Research, Investment Banking, Equity Capital Markets, Finance, Strategy, IPO, Capital Markets, Relationship Management, Non-profit Board..., Board of Directors, Valuation, Series 63, Series 7, Business Development, Strategic Partnerships, Business Advisory, Sales Management, Business Analysis, Financial Analysis, Key Account..., Partnerships, Start-ups, Brand Management, Nonprofits, Non-profit Leadership, Team Management, Team Leadership, Securities, Alternative Investments, Bloomberg, Due Diligence
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing, Management
Boston College 1987 — 1991
MA, Economics, Philosophy
Georgetown Preparatory School 1983 — 1987
Laurel Heights Equity Partners, LLC June 2014 - Present
HSBC Securities 2005 - March 2014
Needham & Company 2002 - 2005
Robertson Stephens 1998 - 2002
Nantucket Nectars 1993 - 1996
Skills
Equities, Hedge Funds, Investments, Corporate Development, Emerging Markets, Equity Research, Investment Banking, Equity Capital Markets, Finance, Strategy, IPO, Capital Markets, Relationship Management, Non-profit Board..., Board of Directors, Valuation, Series 63, Series 7, Business Development, Strategic Partnerships, Business Advisory, Sales Management, Business Analysis, Financial Analysis, Key Account..., Partnerships, Start-ups, Brand Management, Nonprofits, Non-profit Leadership, Team Management, Team Leadership, Securities, Alternative Investments, Bloomberg, Due Diligence
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing, Management
Boston College 1987 — 1991
MA, Economics, Philosophy
Georgetown Preparatory School 1983 — 1987
Dalton Chandler's Needham & Company Experience April 1998 - December 2012
Job Investment Advisor Representative at ING Financial Partners
Industry Investment Banking
Experience
ING Financial Partners November 2012 - Present
Needham & Company April 1998 - December 2012
H.C. Wainwright October 1996 - April 1998
Anthem Inc. (now Wellpoint) October 1992 - September 1996
Henry Ansbacher & Co May 1988 - September 1992
Skills
IPO, Equities, Venture Capital, Due Diligence, Equity Research, Financial Modeling, Corporate Development, Private Equity, Investment Banking, Business Planning, Finance, Portfolio Management, Valuation, Investments, Financial Analysis, Start-ups, Strategy, Corporate Finance
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA, Finance
University of Kentucky 1981 — 1986
BSEE, Electrical Engineering
ING Financial Partners November 2012 - Present
Needham & Company April 1998 - December 2012
H.C. Wainwright October 1996 - April 1998
Anthem Inc. (now Wellpoint) October 1992 - September 1996
Henry Ansbacher & Co May 1988 - September 1992
Skills
IPO, Equities, Venture Capital, Due Diligence, Equity Research, Financial Modeling, Corporate Development, Private Equity, Investment Banking, Business Planning, Finance, Portfolio Management, Valuation, Investments, Financial Analysis, Start-ups, Strategy, Corporate Finance
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA, Finance
University of Kentucky 1981 — 1986
BSEE, Electrical Engineering
Meaghan Scannell's Needham & Company Experience February 2005 - April 2010
Job Trainer at Barry's Bootcamp, Flybarre Instructor at Flywheel Sports
Industry Health, Wellness and Fitness
Experience
Flywheel Sports February 2015 - Present
Barry's Bootcamp October 2013 - Present
N/A - Independent Nutrition Consultant 2011 - Present
Exhale Spa March 2011 - February 2015
Needham & Company February 2005 - April 2010
Education
Boston College 2000 — 2004
BA, History
Flywheel Sports February 2015 - Present
Barry's Bootcamp October 2013 - Present
N/A - Independent Nutrition Consultant 2011 - Present
Exhale Spa March 2011 - February 2015
Needham & Company February 2005 - April 2010
Education
Boston College 2000 — 2004
BA, History
Michael Abbriano's Needham & Company Experience January 2010 - September 2012
Job Principal Consultant at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group September 2012 - Present
Needham & Company January 2010 - September 2012
Morgan Stanley Smith Barney July 2005 - January 2010
Skills
Compliance, Investment Advisory, Policy, Asset Management, Investment Companies, Mutual Funds, Hedge Funds, Broker-Dealer, Asset Managment
Education
Harvard University 2001 — 2005
Bachelor of Arts, Music
ACA Compliance Group September 2012 - Present
Needham & Company January 2010 - September 2012
Morgan Stanley Smith Barney July 2005 - January 2010
Skills
Compliance, Investment Advisory, Policy, Asset Management, Investment Companies, Mutual Funds, Hedge Funds, Broker-Dealer, Asset Managment
Education
Harvard University 2001 — 2005
Bachelor of Arts, Music
Tom Southworth's Needham & Company Experience December 2014 - January 2015
Job Former Vice President, Technology Investment Banking
Industry Investment Banking
Experience
Needham & Company December 2014 - January 2015
Needham & Company July 2012 - December 2014
Needham & Company June 2010 - June 2012
The Cambridge Queen's Head Pub September 2008 - March 2010
Commonwealth Financial Network June 2006 - August 2006
Education
Harvard University 2005 — 2010
AB, Economics
Needham & Company December 2014 - January 2015
Needham & Company July 2012 - December 2014
Needham & Company June 2010 - June 2012
The Cambridge Queen's Head Pub September 2008 - March 2010
Commonwealth Financial Network June 2006 - August 2006
Education
Harvard University 2005 — 2010
AB, Economics
Alex Henderson's Needham & Company Experience April 2012 - Present
Job Managing Director Data Networking and Optical Research at Needham & Company
Industry Financial Services
Experience
Needham & Company April 2012 - Present
Miller Tabak LLC February 2009 - April 2012
Citigroup June 2000 - 2008
Prudential Securities 1986 - 2000
Skills
Telecommunications, Management, Financial Modeling, Equities, Equity Research, Risk Management, Financial Analysis, Start-ups, Hedge Funds, Investments, Equity Trading, Bloomberg, Capital Markets, Venture Capital, Asset Management, Trading, Electronic Trading, Valuation, Virtualization, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1983
MBA
Bard College 1976 — 1980
BA, Physics And Appplied Math
Needham & Company April 2012 - Present
Miller Tabak LLC February 2009 - April 2012
Citigroup June 2000 - 2008
Prudential Securities 1986 - 2000
Skills
Telecommunications, Management, Financial Modeling, Equities, Equity Research, Risk Management, Financial Analysis, Start-ups, Hedge Funds, Investments, Equity Trading, Bloomberg, Capital Markets, Venture Capital, Asset Management, Trading, Electronic Trading, Valuation, Virtualization, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1983
MBA
Bard College 1976 — 1980
BA, Physics And Appplied Math
Robert Fiordaliso, CPA's Needham & Company Experience 2005 - Present
Job Managing Director, Acting CFO at Needham & Company
Industry Financial Services
Experience
Needham & Company 2005 - Present
Restaurant Associates November 1999 - July 2005
Skills
Financial Reporting, Series 7, Series 24, Financial Accounting, Equities, Capital Markets, Financial Analysis, Financial Modeling, Private Equity, Valuation, Mergers, Accounting
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
BBA, Accounting
Needham & Company 2005 - Present
Restaurant Associates November 1999 - July 2005
Skills
Financial Reporting, Series 7, Series 24, Financial Accounting, Equities, Capital Markets, Financial Analysis, Financial Modeling, Private Equity, Valuation, Mergers, Accounting
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
BBA, Accounting
Adam Heine's Needham & Company Experience September 1996 - April 1997
Job CEO and President at Camden Securities Company
Industry Investment Management
Experience
Great Hill Investments LLC CEO and PresidentCamden Securities CompanyFebruary 2009 - Present
Credit Suisse March 2008 - February 2009
Morgan Stanley April 1997 - March 2008
Needham & Company September 1996 - April 1997
Skills
Equity Trading, Hedge Funds, Bloomberg, Fixed Income, Equities, Investment Banking, Bonds, Capital Markets, Management, Trading, Alternative Investments, Series 7, Portfolio Management, Investments, Asset Management
Education
Denison University 1991 — 1995
BA, Communications
Great Hill Investments LLC CEO and PresidentCamden Securities CompanyFebruary 2009 - Present
Credit Suisse March 2008 - February 2009
Morgan Stanley April 1997 - March 2008
Needham & Company September 1996 - April 1997
Skills
Equity Trading, Hedge Funds, Bloomberg, Fixed Income, Equities, Investment Banking, Bonds, Capital Markets, Management, Trading, Alternative Investments, Series 7, Portfolio Management, Investments, Asset Management
Education
Denison University 1991 — 1995
BA, Communications
Alex Krasner's Needham & Company Experience September 2015 - Present
Job Associate, Operations @ Needham & Company LLC
Industry Financial Services
Experience
Needham & Company September 2015 - Present
Con Edison Inc. February 2014 - March 2014
JPMorgan Chase December 2012 - March 2013
JPMorgan Chase June 1999 - December 2012
Bear Stearns 1999 - 2008
KPMG LLP February 1998 - February 1999
Skills
Credit, Securities, Accounting, Analysis, Due Diligence, Finance, Financial Analysis, Banking, Equities, Investments, AML, Options, Financial Services, Bloomberg, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Middle Office, Portfolio Management, Asset Managment, Hedge Funds, Mutual Funds, Series 7, Financial Markets, Risk Management, Credit Analysis, Alternative Investments, KYC, FX Options, Settlement, Back Office, Trading Systems, Series 63, Asset Management, Electronic Trading, Bonds, Anti Money Laundering
Education
City University of New York-College of Staten Island 1990 — 1994
Bachelor of Science, Economics
FDR High School
HS Diploma, Physical Sciences
Needham & Company September 2015 - Present
Con Edison Inc. February 2014 - March 2014
JPMorgan Chase December 2012 - March 2013
JPMorgan Chase June 1999 - December 2012
Bear Stearns 1999 - 2008
KPMG LLP February 1998 - February 1999
Skills
Credit, Securities, Accounting, Analysis, Due Diligence, Finance, Financial Analysis, Banking, Equities, Investments, AML, Options, Financial Services, Bloomberg, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Middle Office, Portfolio Management, Asset Managment, Hedge Funds, Mutual Funds, Series 7, Financial Markets, Risk Management, Credit Analysis, Alternative Investments, KYC, FX Options, Settlement, Back Office, Trading Systems, Series 63, Asset Management, Electronic Trading, Bonds, Anti Money Laundering
Education
City University of New York-College of Staten Island 1990 — 1994
Bachelor of Science, Economics
FDR High School
HS Diploma, Physical Sciences
Richard Valera's Needham & Company Experience October 1997 - Present
Job Financial Analyst at Needham & Company
Industry Investment Banking
Experience
Needham & Company October 1997 - Present
Synopsys May 1995 - October 1997
ViewLogic 1994 - 1995
Racal Redac 1988 - 1993
Skills
Semiconductors, Equity Research, Hedge Funds, Investment Banking, Research, Forecasting, Start-ups, Financial Modeling, Strategic Partnerships, Valuation, Venture Capital, Equities, Capital Markets, Business Development, Bloomberg
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1997
MBA, Finance
Carnegie Mellon University 1985 — 1988
BS, Electrical Engineering
St. Mary's
Needham & Company October 1997 - Present
Synopsys May 1995 - October 1997
ViewLogic 1994 - 1995
Racal Redac 1988 - 1993
Skills
Semiconductors, Equity Research, Hedge Funds, Investment Banking, Research, Forecasting, Start-ups, Financial Modeling, Strategic Partnerships, Valuation, Venture Capital, Equities, Capital Markets, Business Development, Bloomberg
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1997
MBA, Finance
Carnegie Mellon University 1985 — 1988
BS, Electrical Engineering
St. Mary's
John Marquis's Needham & Company Experience July 2013 - May 2014
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners May 2014 - Present
Needham & Company July 2013 - May 2014
Needham & Company July 2011 - June 2013
Citi Investment Banking Strategy July 2010 - July 2011
Jane Street Capital June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Capital Markets, Equities, Investments, Private Equity, Financial Analysis, Due Diligence, Finance, Venture Capital, Analysis, Mergers & Acquisitions, Bloomberg
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science, Finance, Accounting
Providence Equity Partners May 2014 - Present
Needham & Company July 2013 - May 2014
Needham & Company July 2011 - June 2013
Citi Investment Banking Strategy July 2010 - July 2011
Jane Street Capital June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Capital Markets, Equities, Investments, Private Equity, Financial Analysis, Due Diligence, Finance, Venture Capital, Analysis, Mergers & Acquisitions, Bloomberg
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science, Finance, Accounting
David Romagnoli's Needham & Company Experience November 2010 - August 2011
Job Seacoast Capital
Industry Venture Capital & Private Equity
Experience
Seacoast Capital September 2013 - Present
Easterly Capital August 2011 - April 2013
Needham & Company November 2010 - August 2011
Global Insight October 2009 - May 2010
Skills
Alternative Investments, Investments, Asset Management, Due Diligence, Investment Banking
Education
Bates College 2005 — 2009
B.S., Economics
St. John's Prep 2001 — 2005
High School
Seacoast Capital September 2013 - Present
Easterly Capital August 2011 - April 2013
Needham & Company November 2010 - August 2011
Global Insight October 2009 - May 2010
Skills
Alternative Investments, Investments, Asset Management, Due Diligence, Investment Banking
Education
Bates College 2005 — 2009
B.S., Economics
St. John's Prep 2001 — 2005
High School
Peter J R Trapp's Needham & Company Experience 1997 - 2002
Job Founding Member of Bifrost Partners LLC
Industry Financial Services
Experience
Bifrost Fund LP January 2003 - Present
Needham & Company 1997 - 2002
The Needham Group,Inc. 1995 - 2002
Skills
Analysis, Investments, Venture Capital, Private Equity, Equities, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Valuation, Due Diligence, Start-ups, Corporate Finance, Investment Banking, Entrepreneurship, Capital Markets, Financial Modeling, Investor Relations, Strategic Planning, Strategy, Financial Analysis, Equity Research, Finance
Education
Columbia Business School 1971 — 1973
MBA, Finance and Marketing
University of Fribourg, Fribourg, Switzerland 1969 — 1971
Mi-License, Economic and Social Sciences
Oundle School, Oundle, Northamptonshire, England 1959 — 1963
A and O levels, General Studies and Languages
Bifrost Fund LP January 2003 - Present
Needham & Company 1997 - 2002
The Needham Group,Inc. 1995 - 2002
Skills
Analysis, Investments, Venture Capital, Private Equity, Equities, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Valuation, Due Diligence, Start-ups, Corporate Finance, Investment Banking, Entrepreneurship, Capital Markets, Financial Modeling, Investor Relations, Strategic Planning, Strategy, Financial Analysis, Equity Research, Finance
Education
Columbia Business School 1971 — 1973
MBA, Finance and Marketing
University of Fribourg, Fribourg, Switzerland 1969 — 1971
Mi-License, Economic and Social Sciences
Oundle School, Oundle, Northamptonshire, England 1959 — 1963
A and O levels, General Studies and Languages
Joshua Buchalter's Needham & Company Experience April 2014 - Present
Job Equity Research Associate at Needham & Company
Industry Financial Services
Experience
Needham & Company April 2014 - Present
Senvest International - Long/Short Hedge Fund June 2013 - August 2013
Hexcel Corporation June 2010 - August 2012
Skills
Economics, Equity Research, Research, Analysis, Valuation, Management, Competitive Analysis, Financial Modeling, Leadership, Editing, Equities, Project Planning, Data Analysis, Microsoft Excel, Financial Analysis, Finance, Investments, Corporate Finance
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA)
Tufts University 2006 — 2010
Bachelor of Science (B.S.), Quantitative Economics, Communications and Media Studies
Bond University
Needham & Company April 2014 - Present
Senvest International - Long/Short Hedge Fund June 2013 - August 2013
Hexcel Corporation June 2010 - August 2012
Skills
Economics, Equity Research, Research, Analysis, Valuation, Management, Competitive Analysis, Financial Modeling, Leadership, Editing, Equities, Project Planning, Data Analysis, Microsoft Excel, Financial Analysis, Finance, Investments, Corporate Finance
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA)
Tufts University 2006 — 2010
Bachelor of Science (B.S.), Quantitative Economics, Communications and Media Studies
Bond University
Bernard Lirola's Needham & Company Experience August 1994 - Present
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company August 1994 - Present
First Boston 1978 - 1990
Education
Harvard Business School 1974 — 1976
Graduate, Economics
Ecole polytechnique 1971 — 1974
Diplome, Science
Needham & Company August 1994 - Present
First Boston 1978 - 1990
Education
Harvard Business School 1974 — 1976
Graduate, Economics
Ecole polytechnique 1971 — 1974
Diplome, Science
Matt Swistak's Needham & Company Experience October 2000 - January 2007
Job Equity Trader at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments January 2007 - Present
Needham & Company October 2000 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Brown University 1996 — 2000
Bachelor's degree, Economics
Standard Life Investments January 2007 - Present
Needham & Company October 2000 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Brown University 1996 — 2000
Bachelor's degree, Economics
Christopher Onate's Needham & Company Experience June 2011 - April 2013
Job Business Support Analyst at AXA Liabilities Managers
Industry Insurance
Experience
AXA Liabilities Managers April 2013 - Present
Needham & Company June 2011 - April 2013
Sigma Alpha Delta June 2010 - December 2010
Skills
Bloomberg
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Computer Information Systems
AXA Liabilities Managers April 2013 - Present
Needham & Company June 2011 - April 2013
Sigma Alpha Delta June 2010 - December 2010
Skills
Bloomberg
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Computer Information Systems
Liz Wang's Needham & Company Experience March 2005 - June 2008
Job Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
UBS Investment Bank March 2013 - Present
UBS Investment Bank July 2010 - March 2013
UBS financial services September 2008 - June 2010
Needham & Company March 2005 - June 2008
Morgan Stanley Smith Barney December 1999 - March 2005
Skills
Capital Markets, Hedge Funds, Fixed Income, Series 7, Equities, Bloomberg, Derivatives, Equity Derivatives, Equity Research, Investment Banking, Electronic Trading, Financial Analysis, Investments, Financial Modeling, Management, Prime Brokerage, Trading, Trading Systems, Valuation
Education
Baruch College
Thomas Schwartz's Needham & Company Experience January 2009 - Present
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company January 2009 - Present
C.E. Unterberg, Towbin January 2004 - December 2008
Skills
Investment Banking, Venture Capital, Private Equity, Equities, Series 7, Capital Markets, Hedge Funds, Investments, Valuation, Investor Relations, Mergers, Equity Research
Education
Hobart and William Smith Colleges 1971 — 1975
BA, Philosophy, 3.4
Needham & Company January 2009 - Present
C.E. Unterberg, Towbin January 2004 - December 2008
Skills
Investment Banking, Venture Capital, Private Equity, Equities, Series 7, Capital Markets, Hedge Funds, Investments, Valuation, Investor Relations, Mergers, Equity Research
Education
Hobart and William Smith Colleges 1971 — 1975
BA, Philosophy, 3.4
Warren Foss's Needham & Company Experience September 1998 - March 2008
Job SelfEmployed as advisor, consultant and Board Member
Industry Financial Services
Experience
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
Leigh Knight's Needham & Company Experience February 1996 - October 2009
Job Director, Human Resources at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management September 2012 - Present
Garden City Group March 2012 - September 2012
Ticonderoga Securities LLC October 2009 - June 2012
Needham & Company February 1996 - October 2009
Canon USA September 1988 - October 1994
Skills
Mergers, Due Diligence, Equities, Recruiting, Employee Relations, Employment Law, Employee Benefits, Performance Management, Financial Analysis, Talent Management, Deferred Compensation, Investment Banking, Onboarding, Mergers & Acquisitions, Strategy, Human Resources, Investments, Hedge Funds, Capital Markets
Education
Fordham University
BA, Business
Fordham University
Bachelor's degree, Business Administration and Management, General
Visium Asset Management September 2012 - Present
Garden City Group March 2012 - September 2012
Ticonderoga Securities LLC October 2009 - June 2012
Needham & Company February 1996 - October 2009
Canon USA September 1988 - October 1994
Skills
Mergers, Due Diligence, Equities, Recruiting, Employee Relations, Employment Law, Employee Benefits, Performance Management, Financial Analysis, Talent Management, Deferred Compensation, Investment Banking, Onboarding, Mergers & Acquisitions, Strategy, Human Resources, Investments, Hedge Funds, Capital Markets
Education
Fordham University
BA, Business
Fordham University
Bachelor's degree, Business Administration and Management, General
Alex Miglis's Needham & Company Experience June 2015 - Present
Job
Industry Financial Services
Experience
Needham & Company June 2015 - Present
Education
Cornell University 2006 — 2010
B.Sc, Industrial and Labor Relations
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Needham & Company June 2015 - Present
Education
Cornell University 2006 — 2010
B.Sc, Industrial and Labor Relations
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Gregory Vasse's Needham & Company Experience June 2004 - January 2006
Job Equity Research Associate at TimesSquare Capital Management
Industry Investment Management
Experience
TimesSquare Capital Management April 2008 - Present
Lehman Brothers January 2006 - April 2008
Needham & Company June 2004 - January 2006
Citigroup Smith Barney February 2004 - May 2004
CB Richard Ellis June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Mergers, Equity Research, Mergers & Acquisitions, Equity Capital Markets, Bloomberg, Equities, Valuation, Investments, Portfolio Management
Education
Babson College 2000 — 2004
BS, Finance, Economics
TimesSquare Capital Management April 2008 - Present
Lehman Brothers January 2006 - April 2008
Needham & Company June 2004 - January 2006
Citigroup Smith Barney February 2004 - May 2004
CB Richard Ellis June 2003 - August 2003
Skills
Investment Banking, Financial Modeling, Mergers, Equity Research, Mergers & Acquisitions, Equity Capital Markets, Bloomberg, Equities, Valuation, Investments, Portfolio Management
Education
Babson College 2000 — 2004
BS, Finance, Economics
Stephanie (Stacie) Griffin's Needham & Company Experience February 2012 - Present
Job Supervisory Analyst at Needham & Company
Industry Financial Services
Experience
Needham & Company February 2012 - Present
Citadel Securities LLC September 2010 - August 2011
JPMorgan Chase Equity Research June 2003 - April 2010
JPMorgan Chase January 1999 - January 2003
Skills
Equities, Securities
Education
Brown University
B.A, English
University of Iowa 1994 — 1996
Master of Fine Arts degree, Creative Writing
Albany Academy for Girls 1983 — 1987
Needham & Company February 2012 - Present
Citadel Securities LLC September 2010 - August 2011
JPMorgan Chase Equity Research June 2003 - April 2010
JPMorgan Chase January 1999 - January 2003
Skills
Equities, Securities
Education
Brown University
B.A, English
University of Iowa 1994 — 1996
Master of Fine Arts degree, Creative Writing
Albany Academy for Girls 1983 — 1987
Raymond Godfrey's Needham & Company Experience October 2000 - September 2010
Job Chairman and Managing Partner
Industry Financial Services
Experience
Wealth Partners Capital LLC December 2010 - Present
Needham & Company October 2000 - September 2010
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Equities, Start-ups, Investments, Capital Markets, Valuation, Hedge Funds, Due Diligence
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Yale University
Bachelor's Degree
Exeter
High School
Wealth Partners Capital LLC December 2010 - Present
Needham & Company October 2000 - September 2010
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Equities, Start-ups, Investments, Capital Markets, Valuation, Hedge Funds, Due Diligence
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Yale University
Bachelor's Degree
Exeter
High School
Laura Richards's Needham & Company Experience December 2014 - Present
Job Principal, Human Resources & Finance at Needham & Company
Industry Investment Banking
Experience
Needham & Company December 2014 - Present
Needham & Company December 2012 - December 2014
Needham & Company November 2009 - December 2012
ENT and Allergy Associates June 2006 - November 2009
Skills
Human Resources, Performance Management, Investment Banking, Mergers & Acquisitions, M&A experience, Investments, Private Equity, Management
Education
Fairleigh Dickinson University 2007 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
State University of New York at New Paltz 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Needham & Company December 2014 - Present
Needham & Company December 2012 - December 2014
Needham & Company November 2009 - December 2012
ENT and Allergy Associates June 2006 - November 2009
Skills
Human Resources, Performance Management, Investment Banking, Mergers & Acquisitions, M&A experience, Investments, Private Equity, Management
Education
Fairleigh Dickinson University 2007 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
State University of New York at New Paltz 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
RBC Capital Markets
Duff & Phelps
AgFirst Farm Credit Bank
Farm Credit Bank of Texas
GreatAmerica Financial Services
GreatAmerica Leasing
Duff & Phelps, LLC
Royal Bank of Canada Capital Markets