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.
Needham & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Needham & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Needham & Company Salaries. You can even request information on how much does Needham & Company pay if you want to. Learn about salaries, pros and cons of working for Needham & Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
271 Needham & Company employees in database. Find out everything there's to know about Needham & Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Needham & Company Employees
Employee
Years
Job
Industry
Spencer Chavez Spencer Chavez's Needham & Company Experience July 2012 - March 2014
Job Associate at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity March 2015 - Present
Citi March 2014 - February 2015
Needham & Company July 2012 - March 2014
Santa Clara University Undergraduate Business Office May 2009 - March 2012
Cisco Systems June 2011 - August 2011
Urban Futures Inc. June 2010 - September 2010
Urban Futures Inc. June 2009 - September 2009
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance, Economics
Servite High School 2004 — 2008
JMI Equity March 2015 - Present
Citi March 2014 - February 2015
Needham & Company July 2012 - March 2014
Santa Clara University Undergraduate Business Office May 2009 - March 2012
Cisco Systems June 2011 - August 2011
Urban Futures Inc. June 2010 - September 2010
Urban Futures Inc. June 2009 - September 2009
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Finance, Economics
Servite High School 2004 — 2008
Arjun Sodhani Arjun Sodhani's Needham & Company Experience June 2011 - August 2011
Job Technical Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle July 2014 - Present
Inovati October 2013 - June 2014
UCSB University Center Governance Board October 2011 - June 2014
WestSummit Capital July 2012 - September 2012
Needham & Company June 2011 - August 2011
Education.com July 2009 - August 2009
Skills
Java, Matlab, Research, Mathematica, Social Media, Solidworks, Data Analysis, PowerPoint, SolidWorks, Microsoft Office, Microsoft Word, Public Speaking, Information Technology, Teamwork, Leadership, Event Planning, IT Strategy, Microsoft Excel, Customer Service
Education
University of California, Santa Barbara 2010 — 2014
BS, Mechanical Engineering
Lowell High School 2006 — 2010
Oracle July 2014 - Present
Inovati October 2013 - June 2014
UCSB University Center Governance Board October 2011 - June 2014
WestSummit Capital July 2012 - September 2012
Needham & Company June 2011 - August 2011
Education.com July 2009 - August 2009
Skills
Java, Matlab, Research, Mathematica, Social Media, Solidworks, Data Analysis, PowerPoint, SolidWorks, Microsoft Office, Microsoft Word, Public Speaking, Information Technology, Teamwork, Leadership, Event Planning, IT Strategy, Microsoft Excel, Customer Service
Education
University of California, Santa Barbara 2010 — 2014
BS, Mechanical Engineering
Lowell High School 2006 — 2010
Josh Luter Josh Luter's Needham & Company Experience May 2014 - August 2014
Job Student at the University of Virginia
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Needham & Company May 2014 - August 2014
Williams Financial Group May 2013 - August 2013
Williams Financial Group May 2012 - August 2012
Education
University of Virginia 2014 — 2016
Bachelor of Arts, Economics
University of Arkansas 2012 — 2014
Bachelor of Arts, Economics
Breaking Into Wall Street 2013 — 2013
Financial Modeling Training
Bank of America Merrill Lynch June 2015 - August 2015
Needham & Company May 2014 - August 2014
Williams Financial Group May 2013 - August 2013
Williams Financial Group May 2012 - August 2012
Education
University of Virginia 2014 — 2016
Bachelor of Arts, Economics
University of Arkansas 2012 — 2014
Bachelor of Arts, Economics
Breaking Into Wall Street 2013 — 2013
Financial Modeling Training
Sandy Park's Needham & Company Experience August 2010 - Present
Job Managing Director Institutional Equity Sales at Needham & Company
Industry Investment Banking
Experience
Needham & Company August 2010 - Present
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Investment Banking, Series 7, Valuation, Bloomberg, Investments, Private Equity, Financial Modeling, Series 63, Alternative Investments, Asset Managment, Portfolio Management, Trading, Venture Capital, Equity Trading, Fixed Income, Corporate Finance, Asset Management, Emerging Markets, Equity Valuation, Investor Relations, Options, Securities, Equity Capital Markets
Education
University of California, Berkeley 1984 — 1989
Bachelor's degree
Needham & Company August 2010 - Present
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Investment Banking, Series 7, Valuation, Bloomberg, Investments, Private Equity, Financial Modeling, Series 63, Alternative Investments, Asset Managment, Portfolio Management, Trading, Venture Capital, Equity Trading, Fixed Income, Corporate Finance, Asset Management, Emerging Markets, Equity Valuation, Investor Relations, Options, Securities, Equity Capital Markets
Education
University of California, Berkeley 1984 — 1989
Bachelor's degree
David Grove David Grove's Needham & Company Experience February 2010 - May 2011
Job Managing Director and Founder at Vaquero Capital
Industry Investment Banking
Experience
Vaquero Capital November 2011 - Present
Pacific Crest Securities March 2011 - February 2012
Needham & Company February 2010 - May 2011
Banc of America Securities April 2005 - March 2009
SG Cowen & Co. (now Cowen & Company) 2000 - 2004
Andrews Kurth LLP January 1997 - March 2000
Skills
Mergers, Capital Markets, Enterprise Software, Equity Capital Markets, Digital Media, SaaS, Data and analysis, marketplaces, Venture Capital
Education
New York University School of Law 1994 — 1997
Juris Doctor, Law
Oregon State University 1990 — 1994
Bachelor of Science, Political Science and Communications
Vaquero Capital November 2011 - Present
Pacific Crest Securities March 2011 - February 2012
Needham & Company February 2010 - May 2011
Banc of America Securities April 2005 - March 2009
SG Cowen & Co. (now Cowen & Company) 2000 - 2004
Andrews Kurth LLP January 1997 - March 2000
Skills
Mergers, Capital Markets, Enterprise Software, Equity Capital Markets, Digital Media, SaaS, Data and analysis, marketplaces, Venture Capital
Education
New York University School of Law 1994 — 1997
Juris Doctor, Law
Oregon State University 1990 — 1994
Bachelor of Science, Political Science and Communications
Jonathan Bichsel Jonathan Bichsel's Needham & Company Experience July 2013 - January 2014
Job Associate at Rose Associates
Industry Real Estate
Experience
Rose Associates March 2015 - Present
Rose Associates January 2014 - March 2015
Needham & Company July 2013 - January 2014
The Blackstone Group June 2012 - August 2012
Education
Rutgers Business School 2009 — 2013
Econmics, Political Science
Princeton High School 2004 — 2008
Rose Associates March 2015 - Present
Rose Associates January 2014 - March 2015
Needham & Company July 2013 - January 2014
The Blackstone Group June 2012 - August 2012
Education
Rutgers Business School 2009 — 2013
Econmics, Political Science
Princeton High School 2004 — 2008
John-Peter Cabaniss John-Peter Cabaniss's Needham & Company Experience July 2014 - Present
Job Technology Investment Banking Analyst at Needham & Company
Industry Investment Banking
Experience
Needham & Company July 2014 - Present
Industry Ventures January 2014 - June 2014
Derivatives Trading Group January 2013 - June 2014
BlackRock June 2013 - August 2013
Taulia Inc. April 2013 - June 2013
Monitise Americas, Inc. August 2012 - December 2012
Student Investors & Entrepreneurs at Berkeley December 2010 - December 2012
Keiretsu Forum June 2012 - August 2012
Stiles Hall August 2010 - December 2011
Morrison & Foerster LLP June 2011 - August 2011
Skills
Microsoft Office, Customer Relations, Strategic Planning, Marketing Strategy, Asset Management, Risk Management, Project Planning, Project Execution, Strategic Consulting, Management Consulting, Salesforce.com, Sales Operations, Product Development, Video Production, Film Production, Post Production, Final Cut Pro, Photoshop, Project Management, Presentations, Public Speaking, Customer Service, Social Media, Marketing Communications, Market Research, Social Media Marketing, Digital Marketing, Digital Media, Product Marketing, Marketing Management, Online Advertising, Online Marketing, Strategic Communications, Strategic Partnerships, Digital Strategy, Consumer Behaviour, Product Adoption, Product Launch, Enterprise Software, Bloomberg Terminal, Mobile Marketing, Mobile Payments, Mobile Advertising, Mobile Devices, Mobile Applications, Mobile Technology, Fundraising, Marketing, Management, Investments
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (BA), Media studies
Universtiy of California, Berkeley 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.7
The University of Hong Kong 2012 — 2012
Faculty of Social Sciences
UCLA School of Law 2011 — 2011
Law Fellows Program
Needham & Company July 2014 - Present
Industry Ventures January 2014 - June 2014
Derivatives Trading Group January 2013 - June 2014
BlackRock June 2013 - August 2013
Taulia Inc. April 2013 - June 2013
Monitise Americas, Inc. August 2012 - December 2012
Student Investors & Entrepreneurs at Berkeley December 2010 - December 2012
Keiretsu Forum June 2012 - August 2012
Stiles Hall August 2010 - December 2011
Morrison & Foerster LLP June 2011 - August 2011
Skills
Microsoft Office, Customer Relations, Strategic Planning, Marketing Strategy, Asset Management, Risk Management, Project Planning, Project Execution, Strategic Consulting, Management Consulting, Salesforce.com, Sales Operations, Product Development, Video Production, Film Production, Post Production, Final Cut Pro, Photoshop, Project Management, Presentations, Public Speaking, Customer Service, Social Media, Marketing Communications, Market Research, Social Media Marketing, Digital Marketing, Digital Media, Product Marketing, Marketing Management, Online Advertising, Online Marketing, Strategic Communications, Strategic Partnerships, Digital Strategy, Consumer Behaviour, Product Adoption, Product Launch, Enterprise Software, Bloomberg Terminal, Mobile Marketing, Mobile Payments, Mobile Advertising, Mobile Devices, Mobile Applications, Mobile Technology, Fundraising, Marketing, Management, Investments
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (BA), Media studies
Universtiy of California, Berkeley 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.7
The University of Hong Kong 2012 — 2012
Faculty of Social Sciences
UCLA School of Law 2011 — 2011
Law Fellows Program
Eric Kainer Eric Kainer's Needham & Company Experience 2004 - 2006
Job Board Member at Aquetong Mills
Industry Computer Software
Experience
Aquetong Mills 2013 - Present
Syoti Group 2002 - Present
TerraNova Capital Partners 2009 - 2011
ThinkEquity Partners 2006 - 2009
Needham & Company 2004 - 2006
Sellsonic eCommerce 2001 - 2002
Lucent - Major Account Sales 1998 - 2001
Lucent Technologies 1996 - 1998
AT&T Network Systems 1996 - 1996
AT&T Network Systems 1994 - 1995
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Development, Valuation, Equity Research, Due Diligence, Investments, Equities, Corporate Finance, Capital Markets, Start-ups, Real Estate, Real Estate Investor, Strategic Partnerships, Telecommunications, Competitive Analysis, Strategy, Business Planning, Business Development, Cross-functional Team..., Wireless, Market Analysis, Leadership, Business Strategy, Entrepreneurship, Analytics, Go-to-market Strategy, Marketing Strategy, Outsourcing, Portfolio Management, Mobile Devices, Product Management, Management, M&A experience, Management Consulting, Analysis, Finance, Market Research, Asset Management, Investor Relations, Project Management, Alternative Investments, Emerging Markets, IPO, Consulting, Hedge Funds, Team Management, Executive Management, Strategic Financial...
Education
Wharton 1991 — 1992
Master of Business Administration (M.B.A.)
UConn 1981 — 1985
BSE
Delbarton 1977 — 1981
Diploma
Aquetong Mills 2013 - Present
Syoti Group 2002 - Present
TerraNova Capital Partners 2009 - 2011
ThinkEquity Partners 2006 - 2009
Needham & Company 2004 - 2006
Sellsonic eCommerce 2001 - 2002
Lucent - Major Account Sales 1998 - 2001
Lucent Technologies 1996 - 1998
AT&T Network Systems 1996 - 1996
AT&T Network Systems 1994 - 1995
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Development, Valuation, Equity Research, Due Diligence, Investments, Equities, Corporate Finance, Capital Markets, Start-ups, Real Estate, Real Estate Investor, Strategic Partnerships, Telecommunications, Competitive Analysis, Strategy, Business Planning, Business Development, Cross-functional Team..., Wireless, Market Analysis, Leadership, Business Strategy, Entrepreneurship, Analytics, Go-to-market Strategy, Marketing Strategy, Outsourcing, Portfolio Management, Mobile Devices, Product Management, Management, M&A experience, Management Consulting, Analysis, Finance, Market Research, Asset Management, Investor Relations, Project Management, Alternative Investments, Emerging Markets, IPO, Consulting, Hedge Funds, Team Management, Executive Management, Strategic Financial...
Education
Wharton 1991 — 1992
Master of Business Administration (M.B.A.)
UConn 1981 — 1985
BSE
Delbarton 1977 — 1981
Diploma
Stephan A. Leccese's Needham & Company Experience October 1997 - March 2011
Job COO at Fund That Flip / Partner at TechCXO
Industry Venture Capital & Private Equity
Experience
Fund That Flip, Inc. June 2015 - Present
TechCXO September 2014 - Present
Zeteo Tech October 2013 - Present
Fund That Flip, Inc. July 2014 - June 2015
TENSOR Technology Corporation March 2011 - September 2014
Gozaik October 2013 - February 2014
Needham & Company October 1997 - March 2011
Needham & Company January 2005 - December 2007
Needham & Company January 2002 - December 2004
Needham & Company January 1999 - December 2001
Skills
Financial Analysis, Financial Modeling, Corporate Finance, M&A experience, Investments, Negotiation, Strategic Planning, Corporate Development, Strategic Financial..., Capital Markets, Venture Capital, Corporate Venture..., Capital Raising, Business Development, Recruiting, Sustainability, Underwriting, Charity, Non-profits, Strategy, Equities, Financial Markets, Mergers & Acquisitions, Finance, Investment Banking, Entrepreneurship, Start-ups, IPO
Education
Queens College 1991 — 1995
BA
Fund That Flip, Inc. June 2015 - Present
TechCXO September 2014 - Present
Zeteo Tech October 2013 - Present
Fund That Flip, Inc. July 2014 - June 2015
TENSOR Technology Corporation March 2011 - September 2014
Gozaik October 2013 - February 2014
Needham & Company October 1997 - March 2011
Needham & Company January 2005 - December 2007
Needham & Company January 2002 - December 2004
Needham & Company January 1999 - December 2001
Skills
Financial Analysis, Financial Modeling, Corporate Finance, M&A experience, Investments, Negotiation, Strategic Planning, Corporate Development, Strategic Financial..., Capital Markets, Venture Capital, Corporate Venture..., Capital Raising, Business Development, Recruiting, Sustainability, Underwriting, Charity, Non-profits, Strategy, Equities, Financial Markets, Mergers & Acquisitions, Finance, Investment Banking, Entrepreneurship, Start-ups, IPO
Education
Queens College 1991 — 1995
BA
Lara Kozersky Lara Kozersky's Needham & Company Experience September 1992 - November 1998
Job Institutional Equity Sales
Industry Financial Services
Experience
CRT Capital Group September 2013 - May 2015
LOM USA, Ltd April 2012 - May 2013
Soleil Securities March 2004 - February 2012
C.E. Unterberg, Towbin May 2000 - March 2002
Josepthal & Co., Inc January 1999 - May 2000
Needham & Company September 1992 - November 1998
Skills
Research, Mutual Funds, Bloomberg, Investments, Hedge Funds, Strategy, Finance, Marketing, Financial Markets, FINRA, Equity Trading, Due Diligence, Alternative Investments, Financial Services, Emerging Markets, IPO, Competitive Analysis, Business Development, Sales, Equities, Securities, Electronic Trading, Series 63, Equity Capital Markets, Recruiting, Structured Products, Securities Lending, Institutional..., Series 7, Derivatives, Relationship Management, Capital Markets, Valuation, Financial Modeling, Institutional, Prime Brokerage, Entrepreneurship
Education
Manhattan College 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
CRT Capital Group September 2013 - May 2015
LOM USA, Ltd April 2012 - May 2013
Soleil Securities March 2004 - February 2012
C.E. Unterberg, Towbin May 2000 - March 2002
Josepthal & Co., Inc January 1999 - May 2000
Needham & Company September 1992 - November 1998
Skills
Research, Mutual Funds, Bloomberg, Investments, Hedge Funds, Strategy, Finance, Marketing, Financial Markets, FINRA, Equity Trading, Due Diligence, Alternative Investments, Financial Services, Emerging Markets, IPO, Competitive Analysis, Business Development, Sales, Equities, Securities, Electronic Trading, Series 63, Equity Capital Markets, Recruiting, Structured Products, Securities Lending, Institutional..., Series 7, Derivatives, Relationship Management, Capital Markets, Valuation, Financial Modeling, Institutional, Prime Brokerage, Entrepreneurship
Education
Manhattan College 1988 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Josh Bergman Josh Bergman's Needham & Company Experience June 2011 - August 2011
Job Associate at Simpson Thacher & Bartlett LLP
Industry Higher Education
Experience
Simpson Thacher & Bartlett LLP September 2014 - Present
Office of the General Counsel at the University of Pennsylvania September 2013 - December 2013
Weil Gotshal and Manges May 2013 - August 2013
Boies, Schiller & Flexner LLP May 2012 - August 2012
Needham & Company June 2011 - August 2011
Citi Institutional Clients Group June 2010 - August 2010
Skills
Finance, Financial Modeling
Education
University of Pennsylvania Law School 2011 — 2014
J.D., Business Economics and Public Policy Certificate from The Wharton School
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration, Finance, with minors in Accounting; Psychology; and Philosophy
Simpson Thacher & Bartlett LLP September 2014 - Present
Office of the General Counsel at the University of Pennsylvania September 2013 - December 2013
Weil Gotshal and Manges May 2013 - August 2013
Boies, Schiller & Flexner LLP May 2012 - August 2012
Needham & Company June 2011 - August 2011
Citi Institutional Clients Group June 2010 - August 2010
Skills
Finance, Financial Modeling
Education
University of Pennsylvania Law School 2011 — 2014
J.D., Business Economics and Public Policy Certificate from The Wharton School
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration, Finance, with minors in Accounting; Psychology; and Philosophy
Matt Strom Matt Strom's Needham & Company Experience January 2008 - June 2011
Job Vice President Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Caleb Kenney Caleb Kenney's Needham & Company Experience July 2014 - Present
Job Technology Investment Banking Analyst at Needham & Company
Industry Financial Services
Experience
Needham & Company July 2014 - Present
Method Autosport June 2011 - Present
Morpheus Capital May 2013 - December 2013
Caleb Kenney Racing January 2007 - July 2011
Skills
Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Forecasting, Venture Capital, Private Equity, Budgets, PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word
Education
Haas School of Business, UC Berkeley 2010 — 2014
Bachelor's Degree, Business Administration with Focus in Accounting and Finance, GPA: 3.83
Needham & Company July 2014 - Present
Method Autosport June 2011 - Present
Morpheus Capital May 2013 - December 2013
Caleb Kenney Racing January 2007 - July 2011
Skills
Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Forecasting, Venture Capital, Private Equity, Budgets, PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word
Education
Haas School of Business, UC Berkeley 2010 — 2014
Bachelor's Degree, Business Administration with Focus in Accounting and Finance, GPA: 3.83
John McGinn John McGinn's Needham & Company Experience December 2011 - January 2012
Job eFX SalesCFA Level 1 Candidate
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
BNP Paribas July 2014 - July 2015
Greystone Equity Fund January 2013 - May 2014
UBS June 2013 - August 2013
Aegis Capital June 2012 - August 2012
Needham & Company December 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Markets, Financial Modeling, Financial Analysis, Trading, Capital Markets, Fixed Income, Valuation, Economics, Equity Valuation, Microsoft Excel, Financial Accounting, Marketing, Investment Management, Equity Trading
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Xavier 2006 — 2010
UBS Investment Bank July 2015 - Present
BNP Paribas July 2014 - July 2015
Greystone Equity Fund January 2013 - May 2014
UBS June 2013 - August 2013
Aegis Capital June 2012 - August 2012
Needham & Company December 2011 - January 2012
Skills
Investments, Bloomberg Terminal, Financial Markets, Financial Modeling, Financial Analysis, Trading, Capital Markets, Fixed Income, Valuation, Economics, Equity Valuation, Microsoft Excel, Financial Accounting, Marketing, Investment Management, Equity Trading
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), Finance and Economics
Xavier 2006 — 2010
Harris Schatz, CPA Harris Schatz, CPA's Needham & Company Experience January 2014 - Present
Job Investment Banking Analyst at Needham & Company
Industry Investment Banking
Samuel M. Jensen's Needham & Company Experience August 2015 - September 2015
Job Doctor of Pharmacy Student at Rutgers University
Industry Pharmaceuticals
Experience
Johnson & Johnson September 2014 - Present
Needham & Company August 2015 - September 2015
Venrock May 2015 - June 2015
Biogen Idec June 2014 - August 2014
Daiichi Sankyo May 2013 - May 2014
Skills
Pharmaceutical Industry, Healthcare, Project Management, Clinical Research, Pharmacy, PowerPoint, Literature Reviews, Outcomes Research, Microsoft Office, Presentations, Clinical Trials, Management Accounting, Customer Service, Clinical Pharmacology, Pharmacists, Public Speaking, Research, Pharmacology, Quality Assurance, FDA GMP
Education
Rutgers University-New Brunswick 2010 — 2016
Doctor of Pharmacy (PharmD)
Johnson & Johnson September 2014 - Present
Needham & Company August 2015 - September 2015
Venrock May 2015 - June 2015
Biogen Idec June 2014 - August 2014
Daiichi Sankyo May 2013 - May 2014
Skills
Pharmaceutical Industry, Healthcare, Project Management, Clinical Research, Pharmacy, PowerPoint, Literature Reviews, Outcomes Research, Microsoft Office, Presentations, Clinical Trials, Management Accounting, Customer Service, Clinical Pharmacology, Pharmacists, Public Speaking, Research, Pharmacology, Quality Assurance, FDA GMP
Education
Rutgers University-New Brunswick 2010 — 2016
Doctor of Pharmacy (PharmD)
John Thompson, CFA John Thompson, CFA's Needham & Company Experience February 1995 - August 2012
Job Senior Vice President, Institutional Equity Sales at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. September 2013 - Present
Craig-Hallum Capital Group August 2012 - September 2013
Needham & Company February 1995 - August 2012
Merrill Lynch 1991 - 1995
Goldman Sachs 1990 - 1990
US Navy Submarine Officer 1987 - 1989
US Navy Submarine Officer, USS Indianapolis (SSN 697), a nuclear powered attack submarine 1984 - 1987
US Navy Surface Warfare Officer, USS Brewton (FF 1086), an anti-submarine warfare frigate 1981 - 1983
Education
MIT Sloan School of Management 1989 — 1991
Master's in Management, Finance Concentration
United States Naval Academy 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
D.A. Davidson & Co. September 2013 - Present
Craig-Hallum Capital Group August 2012 - September 2013
Needham & Company February 1995 - August 2012
Merrill Lynch 1991 - 1995
Goldman Sachs 1990 - 1990
US Navy Submarine Officer 1987 - 1989
US Navy Submarine Officer, USS Indianapolis (SSN 697), a nuclear powered attack submarine 1984 - 1987
US Navy Surface Warfare Officer, USS Brewton (FF 1086), an anti-submarine warfare frigate 1981 - 1983
Education
MIT Sloan School of Management 1989 — 1991
Master's in Management, Finance Concentration
United States Naval Academy 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
James Nie, CFA James Nie, CFA's Needham & Company Experience May 2014 - May 2015
Job Technology Investment Banking
Industry Financial Services
Experience
Mooreland Partners June 2015 - Present
Needham & Company May 2014 - May 2015
Sidoti & Company, LLC November 2013 - May 2014
Cliffwater LLC February 2012 - November 2013
Deutsche Bank 2009 - 2012
Selective Insurance 2008 - 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Portfolio Analysis, Statistics, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments, Equity Research, Investments, Financial Modeling, Investment Banking, Mergers, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS, Finance
Mooreland Partners June 2015 - Present
Needham & Company May 2014 - May 2015
Sidoti & Company, LLC November 2013 - May 2014
Cliffwater LLC February 2012 - November 2013
Deutsche Bank 2009 - 2012
Selective Insurance 2008 - 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Portfolio Analysis, Statistics, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments, Equity Research, Investments, Financial Modeling, Investment Banking, Mergers, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS, Finance
Kerry Rice Kerry Rice's Needham & Company Experience June 2011 - Present
Job Managing Director, Senior Equity Analyst Internet and Digital Media at Needham and Company
Industry Financial Services
Experience
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
Teddy Peikidis's Needham & Company Experience May 2009 - August 2009
Job Associate Analyst at Integre Asset Management
Industry Investment Management
Experience
Integre Asset Management September 2010 - Present
Needham & Company May 2009 - August 2009
Education
Penn State University 2006 — 2010
BS, Finance, General
Integre Asset Management September 2010 - Present
Needham & Company May 2009 - August 2009
Education
Penn State University 2006 — 2010
BS, Finance, General
Madeleine Gill Madeleine Gill's Needham & Company Experience June 2014 - September 2014
Job StudentAthlete at Stanford University
Industry
Experience
WSA World Tour October 2014 - Present
Needham & Company June 2014 - September 2014
KPMG July 2013 - September 2013
Essex Woodlands June 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Microsoft Word, Teamwork, Portfolio Management, C++, Java, HTML, Team Leadership, Public Speaking, Matlab, Research
Education
Stanford University 2011 — 2016
Bachelor of Science (BS), Mathematical and Computational Science
Darien High School 2007 — 2011
WSA World Tour October 2014 - Present
Needham & Company June 2014 - September 2014
KPMG July 2013 - September 2013
Essex Woodlands June 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Forecasting, Microsoft Word, Teamwork, Portfolio Management, C++, Java, HTML, Team Leadership, Public Speaking, Matlab, Research
Education
Stanford University 2011 — 2016
Bachelor of Science (BS), Mathematical and Computational Science
Darien High School 2007 — 2011
Amanda Schaible Amanda Schaible's Needham & Company Experience June 2012 - August 2012
Job Analyst at Cornerstone Research
Industry Financial Services
Experience
Cornerstone Research August 2014 - Present
Scripps College February 2012 - May 2014
Goldman Sachs June 2013 - August 2013
Needham & Company June 2012 - August 2012
Dorsey Wright Money Management May 2012 - August 2012
Jakks Pacific June 2011 - August 2011
Skills
Economics, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Editing, SEO, Market Research, Stata, Econometrics, Statistical Data..., Microsoft Powerpoint, Photoshop, Google Adwords, Research, Social Media, Microsoft Office, Event Planning
Education
Scripps College 2010 — 2014
Bachelor of Arts, Economics, 3.8
The Claremont Colleges 2010 — 2014
Dickinson College in Bologna 2012 — 2012
Moorpark High School 2006 — 2010
Cornerstone Research August 2014 - Present
Scripps College February 2012 - May 2014
Goldman Sachs June 2013 - August 2013
Needham & Company June 2012 - August 2012
Dorsey Wright Money Management May 2012 - August 2012
Jakks Pacific June 2011 - August 2011
Skills
Economics, Public Speaking, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Editing, SEO, Market Research, Stata, Econometrics, Statistical Data..., Microsoft Powerpoint, Photoshop, Google Adwords, Research, Social Media, Microsoft Office, Event Planning
Education
Scripps College 2010 — 2014
Bachelor of Arts, Economics, 3.8
The Claremont Colleges 2010 — 2014
Dickinson College in Bologna 2012 — 2012
Moorpark High School 2006 — 2010
Dan Scovel Dan Scovel's Needham & Company Experience April 2000 - March 2004
Job Semiconductor Analyst/Owner
Industry Financial Services
Experience
Tokeneke Research January 2005 - Present
Needham & Company April 2000 - March 2004
Fahnestock & Company April 1996 - March 2000
Cirrus Logic October 1989 - October 1995
Mosel June 1988 - July 1989
Saratoga Semiconductor September 1986 - June 1988
AMD January 1984 - September 1986
Skills
Semiconductor Industry, Market Research, Financial Analysis, Forecasting, Investments, Business Strategy, Thought Leadership, Report Writing, Data Analysis, Competitive Analysis, Business Analysis, Market Analysis, Research, Product Marketing
Education
Santa Clara University 1993 — 1995
Master of Business Administration (MBA), Finance
University of Washington 1979 — 1983
Bachelor of Science (BS), Electrical Engineering
Tokeneke Research January 2005 - Present
Needham & Company April 2000 - March 2004
Fahnestock & Company April 1996 - March 2000
Cirrus Logic October 1989 - October 1995
Mosel June 1988 - July 1989
Saratoga Semiconductor September 1986 - June 1988
AMD January 1984 - September 1986
Skills
Semiconductor Industry, Market Research, Financial Analysis, Forecasting, Investments, Business Strategy, Thought Leadership, Report Writing, Data Analysis, Competitive Analysis, Business Analysis, Market Analysis, Research, Product Marketing
Education
Santa Clara University 1993 — 1995
Master of Business Administration (MBA), Finance
University of Washington 1979 — 1983
Bachelor of Science (BS), Electrical Engineering
Nancy Sterzel Nancy Sterzel's Needham & Company Experience 2002 - 2003
Job FCG Advisors, LLC
Industry Financial Services
Experience
Liquidnet December 2011 - September 2012
Citi Markets & Banking June 2004 - October 2011
Ramius Capital Group 2003 - 2004
Needham & Company 2002 - 2003
Laidlaw & Co (U.K.) Ltd. 1999 - 2002
Skills
FINRA, Trading, Electronic Trading, Wealth Management, Investment Strategies, Portfolio Management, Account Reconciliation, Commission, Manage Client..., Equity Trading, Options, Trading Systems, Hedge Funds, Series 63, Series 24, Financial Services, Alternative Investments, Financial Markets, Mutual Funds, Derivatives, Equity Derivatives, ETFs
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-New Brunswick
B.A., Psychology
Liquidnet December 2011 - September 2012
Citi Markets & Banking June 2004 - October 2011
Ramius Capital Group 2003 - 2004
Needham & Company 2002 - 2003
Laidlaw & Co (U.K.) Ltd. 1999 - 2002
Skills
FINRA, Trading, Electronic Trading, Wealth Management, Investment Strategies, Portfolio Management, Account Reconciliation, Commission, Manage Client..., Equity Trading, Options, Trading Systems, Hedge Funds, Series 63, Series 24, Financial Services, Alternative Investments, Financial Markets, Mutual Funds, Derivatives, Equity Derivatives, ETFs
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-New Brunswick
B.A., Psychology
Michael Rode's Needham & Company Experience May 2006 - Present
Job Managing Director, Institutional Equity Sales at Needham & Company
Industry Investment Banking
Experience
Needham & Company May 2006 - Present
C.E. Unterberg, Towbin August 2003 - May 2006
Skills
Bloomberg, Equities, Capital Markets, Equity Research, Hedge Funds, Investment Banking, Series 63, Series 7, Valuation, Private Equity, Securities, Alternative Investments, Equity Valuation, Equity Trading
Education
Marist College 1999 — 2003
Bachelor's degree, Finance, General
Needham & Company May 2006 - Present
C.E. Unterberg, Towbin August 2003 - May 2006
Skills
Bloomberg, Equities, Capital Markets, Equity Research, Hedge Funds, Investment Banking, Series 63, Series 7, Valuation, Private Equity, Securities, Alternative Investments, Equity Valuation, Equity Trading
Education
Marist College 1999 — 2003
Bachelor's degree, Finance, General
Joseph Zaccaria Joseph Zaccaria's Needham & Company Experience September 2012 - April 2014
Job Associate at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2014 - Present
Needham & Company September 2012 - April 2014
Guidepoint Global July 2010 - September 2012
Guidepoint Global July 2010 - February 2012
Legg Mason Capital Management January 2006 - May 2006
Skills
Market Research, Competitive Analysis, Financial Modeling, Equity Research, Analysis, Valuation, Market Analysis, Financial Analysis, Bloomberg, Primary Research, Equities, Quantitative Analytics, Analytics, Qualitative Research, Semiconductors, Series 7, Series 63, Series 86, Series 87
Education
The Johns Hopkins University 2004 — 2008
BA, Political Sciences, Economics, Business
Manhasset High School 2000 — 2004
Oppenheimer & Co. Inc. April 2014 - Present
Needham & Company September 2012 - April 2014
Guidepoint Global July 2010 - September 2012
Guidepoint Global July 2010 - February 2012
Legg Mason Capital Management January 2006 - May 2006
Skills
Market Research, Competitive Analysis, Financial Modeling, Equity Research, Analysis, Valuation, Market Analysis, Financial Analysis, Bloomberg, Primary Research, Equities, Quantitative Analytics, Analytics, Qualitative Research, Semiconductors, Series 7, Series 63, Series 86, Series 87
Education
The Johns Hopkins University 2004 — 2008
BA, Political Sciences, Economics, Business
Manhasset High School 2000 — 2004
David Woolsey David Woolsey's Needham & Company Experience January 2012 - February 2012
Job Data Driven Financial Analyst
Industry Financial Services
Experience
Mercer Investments July 2012 - February 2015
Needham & Company January 2012 - February 2012
The Harker School 2009 - 2012
UBS December 2010 - April 2011
The Harker School August 2009 - June 2010
Skills
Microsoft Excel, Financial Analysis, Investments, Leadership, Financial Modeling, Microsoft Office, Finance, Business Analysis, C++, Management, Performance Attribution, Business Development, Lipper, Quarterly Reporting, Strategic Planning, Outlook, CRM, Public Speaking, Microsoft Word, Business Strategy, Investment Management, Data Analysis, PowerPoint, Analysis, Factset, Research, SQLite, R
Education
Santa Clara University 2010 — 2012
Bachelors, Finance
West Valley College 2009 — 2010
Harker High School 2002 — 2006
Mercer Investments July 2012 - February 2015
Needham & Company January 2012 - February 2012
The Harker School 2009 - 2012
UBS December 2010 - April 2011
The Harker School August 2009 - June 2010
Skills
Microsoft Excel, Financial Analysis, Investments, Leadership, Financial Modeling, Microsoft Office, Finance, Business Analysis, C++, Management, Performance Attribution, Business Development, Lipper, Quarterly Reporting, Strategic Planning, Outlook, CRM, Public Speaking, Microsoft Word, Business Strategy, Investment Management, Data Analysis, PowerPoint, Analysis, Factset, Research, SQLite, R
Education
Santa Clara University 2010 — 2012
Bachelors, Finance
West Valley College 2009 — 2010
Harker High School 2002 — 2006
Caitlin Ruane Caitlin Ruane's Needham & Company Experience October 2011 - January 2015
Job Assistant Project Manager at Trek Development
Industry Real Estate
Experience
Trek Development February 2015 - Present
Needham & Company October 2011 - January 2015
Skills
Series 7, Series 63, Customer Service, Financial Analysis, Investments, Microsoft Excel, Valuation
Education
University of Arizona
Trek Development February 2015 - Present
Needham & Company October 2011 - January 2015
Skills
Series 7, Series 63, Customer Service, Financial Analysis, Investments, Microsoft Excel, Valuation
Education
University of Arizona
Esther Pang Esther Pang's Needham & Company Experience September 2014 - Present
Job Biotechnology Equity Research Associate at Needham and Company
Industry Pharmaceuticals
Experience
Needham & Company September 2014 - Present
RevHealth September 2012 - September 2014
Enhanced Classroom Support 2008 - July 2011
CVS May 2007 - July 2011
Skills
Clinical, Microsoft Office, Research, Customer Service, Healthcare, Music Theory, Solo Piano, Medical Writing, Pharmacy, PowerPoint, Clinical Research, Medication Therapy..., Pharmacists, Pharmaceutics, Biotechnology, Microsoft Word, Data Analysis, Management, Analysis, Clinical Pharmacy, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2012
PharmD, pharmacy
Freehold High School 2002 — 2006
Needham & Company September 2014 - Present
RevHealth September 2012 - September 2014
Enhanced Classroom Support 2008 - July 2011
CVS May 2007 - July 2011
Skills
Clinical, Microsoft Office, Research, Customer Service, Healthcare, Music Theory, Solo Piano, Medical Writing, Pharmacy, PowerPoint, Clinical Research, Medication Therapy..., Pharmacists, Pharmaceutics, Biotechnology, Microsoft Word, Data Analysis, Management, Analysis, Clinical Pharmacy, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2012
PharmD, pharmacy
Freehold High School 2002 — 2006
Matt Castrovince Matt Castrovince's Needham & Company Experience June 2011 - Present
Job Investment Banking Associate at Needham & Company
Industry Investment Banking
Experience
Needham & Company June 2011 - Present
Morgan Stanley June 2010 - August 2010
BlueWater Acquisitions, LLC October 2009 - December 2009
Skills
Investment Banking
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Finance and International Business
University of Maryland College Park 2007 — 2011
Bachelors, Finance and International Business
Needham & Company June 2011 - Present
Morgan Stanley June 2010 - August 2010
BlueWater Acquisitions, LLC October 2009 - December 2009
Skills
Investment Banking
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Finance and International Business
University of Maryland College Park 2007 — 2011
Bachelors, Finance and International Business
Bryan Dow Bryan Dow's Needham & Company Experience December 2006 - September 2007
Job
Industry Investment Banking
Experience
Mooreland Partners January 2013 - Present
ThinkEquity LLC July 2012 - January 2013
ThinkEquity LLC April 2010 - July 2012
ThinkEquity Partners September 2007 - April 2010
Needham & Company December 2006 - September 2007
Needham & Company July 2004 - December 2006
Investment Tracking Services February 2003 - March 2004
Skills
Private Placements, Investment Banking, Corporate Finance, IPO, Mergers, Strategy, Divestitures, Private Equity, Valuation, Financial Modeling, Venture Capital, M&A experience, Mergers & Acquisitions, Equities, Investments, Corporate Development, Finance, 3D Printing
Education
Santa Clara University
Bachelor of Science in Commerce, Finance and MIS
Eden Prairie High School
Mooreland Partners January 2013 - Present
ThinkEquity LLC July 2012 - January 2013
ThinkEquity LLC April 2010 - July 2012
ThinkEquity Partners September 2007 - April 2010
Needham & Company December 2006 - September 2007
Needham & Company July 2004 - December 2006
Investment Tracking Services February 2003 - March 2004
Skills
Private Placements, Investment Banking, Corporate Finance, IPO, Mergers, Strategy, Divestitures, Private Equity, Valuation, Financial Modeling, Venture Capital, M&A experience, Mergers & Acquisitions, Equities, Investments, Corporate Development, Finance, 3D Printing
Education
Santa Clara University
Bachelor of Science in Commerce, Finance and MIS
Eden Prairie High School
William Boyle's Needham & Company Experience January 1999 - January 2008
Job Managing Director , Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. April 2008 - Present
Needham & Company January 1999 - January 2008
Nations Banc Montgomery Securities 1996 - 1998
Lehman Brothers 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), International Business Studies
Wake Forest University 1976 — 1980
Bachelor of Arts (BA), Cum Laude
D.A. Davidson & Co. April 2008 - Present
Needham & Company January 1999 - January 2008
Nations Banc Montgomery Securities 1996 - 1998
Lehman Brothers 1992 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), International Business Studies
Wake Forest University 1976 — 1980
Bachelor of Arts (BA), Cum Laude
Marc Chehlaoui Marc Chehlaoui's Needham & Company Experience July 2011 - Present
Job Managing Director, Institutional Equity Sales at Needham & Company
Industry Capital Markets
Experience
Needham & Company July 2011 - Present
Restonic Corporation November 2008 - July 2011
SMH Capital April 2007 - September 2008
Stifel Nicolaus & Co., Inc. December 2005 - March 2007
Legg Mason September 1999 - November 2005
Deutsche Bank Securities June 1996 - June 1999
First Interstate Bank May 1994 - March 1996
AIM Management Group Inc. February 1992 - April 1994
Skills
Financial Services, Energy, Healthcare, Business Services, Industrial Sector, REIT, Equities, Series 7, Investments, Asset Managment, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Series 24, Technology
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Episcopal HighSchool 1985 — 1987
Renbrook School 1979 — 1983
Needham & Company July 2011 - Present
Restonic Corporation November 2008 - July 2011
SMH Capital April 2007 - September 2008
Stifel Nicolaus & Co., Inc. December 2005 - March 2007
Legg Mason September 1999 - November 2005
Deutsche Bank Securities June 1996 - June 1999
First Interstate Bank May 1994 - March 1996
AIM Management Group Inc. February 1992 - April 1994
Skills
Financial Services, Energy, Healthcare, Business Services, Industrial Sector, REIT, Equities, Series 7, Investments, Asset Managment, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Series 24, Technology
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Episcopal HighSchool 1985 — 1987
Renbrook School 1979 — 1983
Sandi Landau Sandi Landau's Needham & Company Experience May 1996 - January 1998
Job Executive Assistant at Abbott Capital
Industry Financial Services
Experience
Abbott Capital Management, LLC October 2014 - Present
Apple Tree Partners August 2014 - October 2014
Jordan Zalaznick Advisers, Inc. October 2012 - November 2013
Spectra Financial Group June 2011 - October 2011
Altpoint Capital Partners, LLC - Private Equity Investments June 2009 - May 2011
Bregal Investments June 2003 - April 2008
Arkin Kaplan LLP June 2002 - April 2003
AXA Client Solutions April 2000 - October 2001
JP MORGAN - Investment Banking August 1998 - March 2000
Needham & Company May 1996 - January 1998
Skills
Word, Outlook, Microsoft Office, Scheduling, Fax, Accounts Payable, Excel, PowerPoint, Windows, Conferences, Event Management, Telephone Skills, Notary Public, Administrative Support, Microsoft Word, Microsoft Excel, Administrative..., Invoicing, Process Scheduler, Access, Administration, Management
Education
Pace University 1989 — 1993
B.B.A, Business Management
State University of New York at Buffalo 1986 — 1988
STUYVESANT HIGH SCHOOL 1983 — 1986
Academic Diploma, Academic program
Abbott Capital Management, LLC October 2014 - Present
Apple Tree Partners August 2014 - October 2014
Jordan Zalaznick Advisers, Inc. October 2012 - November 2013
Spectra Financial Group June 2011 - October 2011
Altpoint Capital Partners, LLC - Private Equity Investments June 2009 - May 2011
Bregal Investments June 2003 - April 2008
Arkin Kaplan LLP June 2002 - April 2003
AXA Client Solutions April 2000 - October 2001
JP MORGAN - Investment Banking August 1998 - March 2000
Needham & Company May 1996 - January 1998
Skills
Word, Outlook, Microsoft Office, Scheduling, Fax, Accounts Payable, Excel, PowerPoint, Windows, Conferences, Event Management, Telephone Skills, Notary Public, Administrative Support, Microsoft Word, Microsoft Excel, Administrative..., Invoicing, Process Scheduler, Access, Administration, Management
Education
Pace University 1989 — 1993
B.B.A, Business Management
State University of New York at Buffalo 1986 — 1988
STUYVESANT HIGH SCHOOL 1983 — 1986
Academic Diploma, Academic program
Anson (Xiaoyang) Shen's Needham & Company Experience June 2015 - Present
Job Summer Analyst at Needham & Company
Industry Financial Services
Experience
Needham & Company June 2015 - Present
JMI Equity September 2014 - May 2015
Vinci Partners July 2014 - August 2014
Algemy, Inc. May 2014 - July 2014
HWABAO SECURITIES July 2013 - August 2013
Med-X Research Institute of Shanghai Jiao Tong University June 2012 - July 2012
Skills
Statistics, Microsoft Office, Java, Teamwork, Qualitative Research, Data Analysis, Data Mining, Matlab, C++, C, Python, VBA, Visual Basic, Electrical Engineering, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Research, Microsoft Excel
Education
The Johns Hopkins University 2012 — 2016
Bachelor's degree, Computer Engineering and Applied Math
The Masters School 2010 — 2012
Needham & Company June 2015 - Present
JMI Equity September 2014 - May 2015
Vinci Partners July 2014 - August 2014
Algemy, Inc. May 2014 - July 2014
HWABAO SECURITIES July 2013 - August 2013
Med-X Research Institute of Shanghai Jiao Tong University June 2012 - July 2012
Skills
Statistics, Microsoft Office, Java, Teamwork, Qualitative Research, Data Analysis, Data Mining, Matlab, C++, C, Python, VBA, Visual Basic, Electrical Engineering, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Research, Microsoft Excel
Education
The Johns Hopkins University 2012 — 2016
Bachelor's degree, Computer Engineering and Applied Math
The Masters School 2010 — 2012
Ani Loshkajian Ani Loshkajian's Needham & Company Experience June 2013 - August 2013
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2014 - Present
Needham & Company June 2013 - August 2013
Sarabande Dance Ensemble January 2011 - December 2012
High Lantern Group June 2012 - August 2012
Council on Foreign Relations June 2012 - August 2012
LIFT September 2011 - December 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Double Major International Relations and French, Minor in Economics
Menlo-Atherton High School 2006 — 2010
Cambridge Associates July 2014 - Present
Needham & Company June 2013 - August 2013
Sarabande Dance Ensemble January 2011 - December 2012
High Lantern Group June 2012 - August 2012
Council on Foreign Relations June 2012 - August 2012
LIFT September 2011 - December 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Double Major International Relations and French, Minor in Economics
Menlo-Atherton High School 2006 — 2010
Brodie Main's Needham & Company Experience October 2011 - November 2012
Job Human Resources Business Partner at New York Life Insurance Company
Industry Human Resources
Experience
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2012 - Present
Needham & Company October 2011 - November 2012
Muhlenberg College January 2011 - May 2011
Bonnie Brae June 2010 - August 2010
Greystone Park Psychiatric Hospital June 2009 - August 2010
Education
Muhlenberg College 2007 — 2011
Bachelor's, Psychology
New York Life Insurance Company October 2014 - Present
New York Life Insurance Company October 2012 - Present
Needham & Company October 2011 - November 2012
Muhlenberg College January 2011 - May 2011
Bonnie Brae June 2010 - August 2010
Greystone Park Psychiatric Hospital June 2009 - August 2010
Education
Muhlenberg College 2007 — 2011
Bachelor's, Psychology
Krysten Sciacca Krysten Sciacca's Needham & Company Experience April 2014 - Present
Job Equity Research Associate, Semiconductors and Wireless Communication Infrastructure at Needham & Company
Industry Capital Markets
Experience
Needham & Company April 2014 - Present
Verition Fund Management, LLC January 2012 - April 2014
SCHONFELD GROUP HOLDINGS, LLC March 2010 - December 2011
CAMDEN PARTNERS HOLDINGS September 2008 - April 2009
JPMorgan Chase June 2008 - August 2008
Skills
CFA Level 3 Candidate, Bloomberg, FactSet, Series 86, Series 87, Series 7, Series 63, Microsoft Excel, Microsoft Word, Intermediate Italian
Education
The Johns Hopkins University 2006 — 2009
BA, Economics; Applied Mathematics and Statistics, Financial Economics, Entrepreneurship and Management
Needham & Company April 2014 - Present
Verition Fund Management, LLC January 2012 - April 2014
SCHONFELD GROUP HOLDINGS, LLC March 2010 - December 2011
CAMDEN PARTNERS HOLDINGS September 2008 - April 2009
JPMorgan Chase June 2008 - August 2008
Skills
CFA Level 3 Candidate, Bloomberg, FactSet, Series 86, Series 87, Series 7, Series 63, Microsoft Excel, Microsoft Word, Intermediate Italian
Education
The Johns Hopkins University 2006 — 2009
BA, Economics; Applied Mathematics and Statistics, Financial Economics, Entrepreneurship and Management
Tom Zoller Tom Zoller's Needham & Company Experience July 2014 - Present
Job Associate at Needham & Company
Industry Investment Banking
Experience
Needham & Company July 2014 - Present
Needham & Company January 2013 - July 2014
Canrock Ventures November 2010 - December 2012
Skills
Venture Capital, Financial Modeling, Business Development, Financial Structuring, Investment Banking, Private Equity, Start-ups, Valuation
Education
Trinity College-Hartford 2008 — 2010
BA, Economics, History
Vanderbilt University 2006 — 2008
Needham & Company July 2014 - Present
Needham & Company January 2013 - July 2014
Canrock Ventures November 2010 - December 2012
Skills
Venture Capital, Financial Modeling, Business Development, Financial Structuring, Investment Banking, Private Equity, Start-ups, Valuation
Education
Trinity College-Hartford 2008 — 2010
BA, Economics, History
Vanderbilt University 2006 — 2008
Roopak Pati Roopak Pati's Needham & Company Experience September 2015 - Present
Job Investment Banking Associate at Needham & Company
Industry Investment Banking
Experience
Needham & Company September 2015 - Present
HerWorkplace September 2014 - March 2015
Expedia July 2012 - August 2014
Moelis & Company 2010 - 2012
Jefferies & Company June 2009 - August 2009
Target June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Strategy, Corporate Development, Valuation, Private Equity, Data Analysis, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Analysis, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA)
Needham & Company September 2015 - Present
HerWorkplace September 2014 - March 2015
Expedia July 2012 - August 2014
Moelis & Company 2010 - 2012
Jefferies & Company June 2009 - August 2009
Target June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Strategy, Corporate Development, Valuation, Private Equity, Data Analysis, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Analysis, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA)
Jeffrey Weiss Jeffrey Weiss's Needham & Company Experience May 2013 - November 2013
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2014 - Present
Social Finance (SoFi) September 2012 - May 2014
Carlson School of Management, University of Minnesota August 2012 - May 2014
Needham & Company May 2013 - November 2013
FirstCNG June 2012 - August 2012
Development Guild/DDI January 2011 - May 2012
NOLS August 2010 - November 2010
Teach For America June 2008 - May 2010
Teach For America August 2007 - March 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
New Business Development, Relationship Development, Project Management, Market Research, Management Consulting, Leadership, Data Analysis, Financial Analysis, Strategy, Finance, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
MBA, Finance and Strategy
Washington University in St. Louis 2004 — 2008
BA, Economics and History
St. Paul Academy and Summit School 2000 — 2004
Piper Jaffray July 2014 - Present
Social Finance (SoFi) September 2012 - May 2014
Carlson School of Management, University of Minnesota August 2012 - May 2014
Needham & Company May 2013 - November 2013
FirstCNG June 2012 - August 2012
Development Guild/DDI January 2011 - May 2012
NOLS August 2010 - November 2010
Teach For America June 2008 - May 2010
Teach For America August 2007 - March 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
New Business Development, Relationship Development, Project Management, Market Research, Management Consulting, Leadership, Data Analysis, Financial Analysis, Strategy, Finance, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
MBA, Finance and Strategy
Washington University in St. Louis 2004 — 2008
BA, Economics and History
St. Paul Academy and Summit School 2000 — 2004
Jeanette Taibi Jeanette Taibi's Needham & Company Experience August 2007 - February 2010
Job Tax Market Development at KPMG
Industry Financial Services
Experience
Melinae March 2013 - August 2014
Maritime Parc March 2012 - December 2012
Jefferies & Company December 2010 - February 2012
Comodo February 2010 - November 2010
Needham & Company August 2007 - February 2010
Morgan Stanley August 2004 - June 2006
Credit Suisse First Boston June 2001 - August 2004
The MONY Group August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies) June 1998 - June 1999
Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning
Education
Stevens Institute of Technology 1992 — 1994
Biology/Biological Sciences, General
Immaculate Conception HS 1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8
Saint Peter's University
Bachelor of Arts (B.A.), Business
Melinae March 2013 - August 2014
Maritime Parc March 2012 - December 2012
Jefferies & Company December 2010 - February 2012
Comodo February 2010 - November 2010
Needham & Company August 2007 - February 2010
Morgan Stanley August 2004 - June 2006
Credit Suisse First Boston June 2001 - August 2004
The MONY Group August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies) June 1998 - June 1999
Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning
Education
Stevens Institute of Technology 1992 — 1994
Biology/Biological Sciences, General
Immaculate Conception HS 1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8
Saint Peter's University
Bachelor of Arts (B.A.), Business
Arthur Su Arthur Su's Needham & Company Experience March 2015 - Present
Job Equity Research Associate at Needham & Company, LLC
Industry Investment Banking
Experience
Needham & Company March 2015 - Present
Bay Valuation Advisors LLC September 2011 - March 2015
Skills
Valuation, Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Financial Forecasting, Financial Reporting, Report Writing, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Corporate Financial..., Economics, Research, Business Development, Cash Flow Analysis, Financial Statement..., Business Statistics, Quantitative Analytics, S&P Capital IQ, Factiva, Finance, Investments, Financial Services, Analysis, Due Diligence, Equity Research, Equities, Accounting, Market Research
Education
University of California, Berkeley 2006 — 2010
B.A., Economics
Needham & Company March 2015 - Present
Bay Valuation Advisors LLC September 2011 - March 2015
Skills
Valuation, Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Financial Forecasting, Financial Reporting, Report Writing, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Corporate Financial..., Economics, Research, Business Development, Cash Flow Analysis, Financial Statement..., Business Statistics, Quantitative Analytics, S&P Capital IQ, Factiva, Finance, Investments, Financial Services, Analysis, Due Diligence, Equity Research, Equities, Accounting, Market Research
Education
University of California, Berkeley 2006 — 2010
B.A., Economics
Ellen Mckay Ellen Mckay's Needham & Company Experience 2001 - 2009
Job Chief Operating Officer, Wealth & Retirement Strategies, Inc.
Industry Insurance
Experience
Wealth and Retirement Strategies, Inc. August 2015 - Present
The Love Kitchen, Inc. February 2014 - Present
Aflac January 2009 - July 2015
Needham & Company 2001 - 2009
Salomon Smith Barney 1999 - 2001
Bankers Trust Company / Deutsche Bank 1995 - 1999
Glickenhaus & Company 1993 - 1995
Morgan Stanley Investment Management 1992 - 1993
Jennison Associates 1990 - 1992
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, Pagemaker, Account Reconciliation, Bank Reconciliation, Financial Reporting, Social Media, Public Speaking, Executive Reporting, Volunteering, QuarkXPress, Database Administration, Corporate Communications, Event Planning, Corporate Events, Travel Management, Fundraising, Hedge Funds, Private Equity, Venture Capital, Health Insurance, Life Insurance, Accident Insurance, Finance, Management, Mergers & Acquisitions, Start-ups, Customer Service, Marketing, Leadership, Investments, Strategic Planning
Education
State University of New York at New Paltz 1986 — 1989
BS, Fine Arts, Communications
State University of New York at New Paltz 1985 — 1989
Bachelor of Science (B.S.), Art History, Communications
Wealth and Retirement Strategies, Inc. August 2015 - Present
The Love Kitchen, Inc. February 2014 - Present
Aflac January 2009 - July 2015
Needham & Company 2001 - 2009
Salomon Smith Barney 1999 - 2001
Bankers Trust Company / Deutsche Bank 1995 - 1999
Glickenhaus & Company 1993 - 1995
Morgan Stanley Investment Management 1992 - 1993
Jennison Associates 1990 - 1992
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, Pagemaker, Account Reconciliation, Bank Reconciliation, Financial Reporting, Social Media, Public Speaking, Executive Reporting, Volunteering, QuarkXPress, Database Administration, Corporate Communications, Event Planning, Corporate Events, Travel Management, Fundraising, Hedge Funds, Private Equity, Venture Capital, Health Insurance, Life Insurance, Accident Insurance, Finance, Management, Mergers & Acquisitions, Start-ups, Customer Service, Marketing, Leadership, Investments, Strategic Planning
Education
State University of New York at New Paltz 1986 — 1989
BS, Fine Arts, Communications
State University of New York at New Paltz 1985 — 1989
Bachelor of Science (B.S.), Art History, Communications
William Crowley's Needham & Company Experience January 2015 - January 2015
Job Analyst at Charles River Associates
Industry Financial Services
Experience
Charles River Associates September 2015 - Present
Chatsworth Securities October 2014 - September 2015
Needham & Company January 2015 - January 2015
Alvarez & Marsal June 2014 - August 2014
Education
New York University 2012 — 2015
Bachelor of Arts (BA), Economics
Iona Preparatory School 2007 — 2011
Charles River Associates September 2015 - Present
Chatsworth Securities October 2014 - September 2015
Needham & Company January 2015 - January 2015
Alvarez & Marsal June 2014 - August 2014
Education
New York University 2012 — 2015
Bachelor of Arts (BA), Economics
Iona Preparatory School 2007 — 2011
Dan Miin Dan Miin's Needham & Company Experience 2006 - 2006
Job Vice President, Healthcare Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies 2015 - Present
Brookfield Financial Corp. 2010 - 2015
Credit Suisse 2007 - 2010
Needham & Company 2006 - 2006
Sipex Corporation 2005 - 2005
AMD 1999 - 2005
Skills
Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Venture Capital, Real Estate, Investment Banking, Finance, Structured Finance, Portfolio Management
Education
Cornell University, Johnson Graduate School of Management 2005 — 2007
Master of Business Administration, Investment Banking Concentration
University of Michigan 1996 — 1999
Bachelor of Science, Electrical Engineering
Jefferies 2015 - Present
Brookfield Financial Corp. 2010 - 2015
Credit Suisse 2007 - 2010
Needham & Company 2006 - 2006
Sipex Corporation 2005 - 2005
AMD 1999 - 2005
Skills
Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Investments, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Venture Capital, Real Estate, Investment Banking, Finance, Structured Finance, Portfolio Management
Education
Cornell University, Johnson Graduate School of Management 2005 — 2007
Master of Business Administration, Investment Banking Concentration
University of Michigan 1996 — 1999
Bachelor of Science, Electrical Engineering
Bradley Kaufmann Bradley Kaufmann's Needham & Company Experience January 2014 - January 2015
Job StudentAthlete at Rider University
Industry Marketing and Advertising
Experience
Runners Edge May 2014 - August 2015
Needham & Company January 2014 - January 2015
Skills
Microsoft Word, Sales, Leadership, PowerPoint, Microsoft Excel, Marketing, Teamwork, Sports Marketing, Public Speaking, Social Media, Time Management, InDesign, Photoshop, Communication, Social Media Marketing, Advertising, Customer Satisfaction, Networking, Sports
Education
Rider University 2013 — 2017
Bachelor of Science, Business Administration; Marketing
Rider University 2013 — 2017
Bachelor's Degree, Marketing and Sports Management, Junior
East Meadow High School 2009 — 2013
High School, Honor Roll and Scholastic Roll Recipient
Runners Edge May 2014 - August 2015
Needham & Company January 2014 - January 2015
Skills
Microsoft Word, Sales, Leadership, PowerPoint, Microsoft Excel, Marketing, Teamwork, Sports Marketing, Public Speaking, Social Media, Time Management, InDesign, Photoshop, Communication, Social Media Marketing, Advertising, Customer Satisfaction, Networking, Sports
Education
Rider University 2013 — 2017
Bachelor of Science, Business Administration; Marketing
Rider University 2013 — 2017
Bachelor's Degree, Marketing and Sports Management, Junior
East Meadow High School 2009 — 2013
High School, Honor Roll and Scholastic Roll Recipient
Angelica Sambat Angelica Sambat's Needham & Company Experience May 2009 - June 2009
Job Staff Pharmacist at New York Presbyterian HospitalWeill Cornell
Industry Pharmaceuticals
Experience
New York-Presbyterian Hospital June 2013 - Present
Specialty Rx May 2011 - May 2013
Christ Hospital January 2011 - June 2012
ChemRx February 2011 - May 2011
ScienceFirst, LLC October 2010 - March 2011
Partners Pharmacy September 2010 - February 2011
Partners Pharmacy October 2008 - August 2010
BGB New York June 2009 - July 2009
Needham & Company May 2009 - June 2009
Skills
Pharmacists, Diabetes, Pharmacy, Healthcare, Hospitals, Patient Safety, Hospital Pharmacy, Pharmacy Practice, Managed Care, Oncology
Education
Rutgers University-New Brunswick 2004 — 2010
PharmD, Pharmacy
New York-Presbyterian Hospital June 2013 - Present
Specialty Rx May 2011 - May 2013
Christ Hospital January 2011 - June 2012
ChemRx February 2011 - May 2011
ScienceFirst, LLC October 2010 - March 2011
Partners Pharmacy September 2010 - February 2011
Partners Pharmacy October 2008 - August 2010
BGB New York June 2009 - July 2009
Needham & Company May 2009 - June 2009
Skills
Pharmacists, Diabetes, Pharmacy, Healthcare, Hospitals, Patient Safety, Hospital Pharmacy, Pharmacy Practice, Managed Care, Oncology
Education
Rutgers University-New Brunswick 2004 — 2010
PharmD, Pharmacy
Scott Berg Scott Berg's Needham & Company Experience April 2015 - Present
Job
Industry Investment Banking
Experience
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Christopher Nesbitt's Needham & Company Experience July 2013 - July 2015
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners August 2015 - Present
Needham & Company July 2013 - July 2015
Alpine Investors September 2011 - August 2012
Johnson Investment Counsel March 2010 - June 2011
Medpace June 2009 - September 2009
Skills
Microsoft Office, Industry Research, Industry Analysis, Excel, PowerPoint, Capital IQ, Bloomberg, Morningstar
Education
University of Cincinnati College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Finance, 3.95/4.00
Providence Equity Partners August 2015 - Present
Needham & Company July 2013 - July 2015
Alpine Investors September 2011 - August 2012
Johnson Investment Counsel March 2010 - June 2011
Medpace June 2009 - September 2009
Skills
Microsoft Office, Industry Research, Industry Analysis, Excel, PowerPoint, Capital IQ, Bloomberg, Morningstar
Education
University of Cincinnati College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Finance, 3.95/4.00
James Adolph James Adolph's Needham & Company Experience July 2013 - Present
Job Analyst at Needham & Company
Industry Financial Services
Experience
Needham & Company July 2013 - Present
Needham & Company March 2012 - September 2012
Compass Lexecon August 2011 - March 2012
Abaxis June 2011 - August 2011
Skills
Excel, Stata, Python, C++, Financial Analysis, Financial Modeling, PowerPoint, Data Analysis, Word, Microsoft Excel, Bloomberg, Valuation, Corporate Finance, Economics, Microsoft Word, Analysis, Public Speaking, Microsoft Office
Education
Santa Clara University 2009 — 2013
BS, Mathematics
Seattle Preparatory School 2005 — 2009
Needham & Company July 2013 - Present
Needham & Company March 2012 - September 2012
Compass Lexecon August 2011 - March 2012
Abaxis June 2011 - August 2011
Skills
Excel, Stata, Python, C++, Financial Analysis, Financial Modeling, PowerPoint, Data Analysis, Word, Microsoft Excel, Bloomberg, Valuation, Corporate Finance, Economics, Microsoft Word, Analysis, Public Speaking, Microsoft Office
Education
Santa Clara University 2009 — 2013
BS, Mathematics
Seattle Preparatory School 2005 — 2009
Gary Russillo Gary Russillo's Needham & Company Experience September 2005 - Present
Job Equity Sales Trader
Industry Financial Services
Experience
Needham & Company September 2005 - Present
Wells Fargo Securities September 1998 - August 2005
Cruttenden Roth December 1995 - July 1998
Pacific Crest Carpet Mills August 1993 - December 1995
Mammoth Mountain Ski Area December 1992 - May 1993
Skills
Series 7, Equities, Hedge Funds, Series 63, Trading, Equity Trading, Capital Markets, Securities, Equity Research, Investment Banking, Series 24, Financial Management..., Client Service, Business Development, Relationship Management, Electronic Trading, Bloomberg, Trading Systems
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Arts, Public Administration
Needham & Company September 2005 - Present
Wells Fargo Securities September 1998 - August 2005
Cruttenden Roth December 1995 - July 1998
Pacific Crest Carpet Mills August 1993 - December 1995
Mammoth Mountain Ski Area December 1992 - May 1993
Skills
Series 7, Equities, Hedge Funds, Series 63, Trading, Equity Trading, Capital Markets, Securities, Equity Research, Investment Banking, Series 24, Financial Management..., Client Service, Business Development, Relationship Management, Electronic Trading, Bloomberg, Trading Systems
Education
San Diego State University-California State University 1988 — 1992
Bachelor of Arts, Public Administration
Chris Russi Chris Russi's Needham & Company Experience July 2013 - Present
Job Investment Banking at Needham & Company
Industry Investment Banking
Experience
Needham & Company July 2013 - Present
All Stars Helping Kids 2013 - Present
Needham & Company May 2011 - June 2013
BTTR (Back to the Roots) Ventures 2010 - 2011
Houlihan Lokey June 2010 - July 2010
Jones Lang LaSalle May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Financial Modeling, Private Equity, Institutional Investors, Asset Management, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Venture Capital
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration - Finance & Entrepreneurship
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration, Concentrations in Finance and Entrepreneurship
Needham & Company July 2013 - Present
All Stars Helping Kids 2013 - Present
Needham & Company May 2011 - June 2013
BTTR (Back to the Roots) Ventures 2010 - 2011
Houlihan Lokey June 2010 - July 2010
Jones Lang LaSalle May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Financial Modeling, Private Equity, Institutional Investors, Asset Management, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Venture Capital
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration - Finance & Entrepreneurship
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration, Concentrations in Finance and Entrepreneurship
Anh Thu Nguyen, PharmD, BCACP, Health Coach Anh Thu Nguyen, PharmD, BCACP, Health Coach's Needham & Company Experience January 2009 - February 2009
Job Functional Medicine Practitioner and Health Coach at Food as Medicine with Dr. Anh
Industry Pharmaceuticals
Experience
#1 Ranked Food as Medicine Show with Dr. Anh March 2015 - Present
Pharmacy Society of Wisconsin July 2013 - Present
DrAnh.com January 2013 - Present
Main at Locust Pharmacy Clinic and Medical Supplies December 2012 - July 2013
Main at Locust Pharmacy Clinic and Medical Supplies August 2011 - July 2013
Main at Locust Pharmacy Clinic and Medical Supplies July 2009 - July 2013
Main at Locust Pharmacy Clinic July 2009 - July 2010
Needham & Company January 2009 - February 2009
American Pharmacists Association November 2008 - December 2008
Walgreens Corporation May 2007 - August 2007
Skills
Business Strategy, Healthcare, Clinical Pharmacy, Pharmacy Education, Community Pharmacy, Pharmacy Practice, Medication Therapy..., Medication Adherence, Wellness Coaching, Certified Immunizer, Marketing, Patient Counseling, Compounding, Clinical Research, Pharmaceutical Industry, Clinical Trials, Coaching, Healthcare Information..., Pharmacy, Healthcare Management, Hospitals, Patient Safety, Pharmacists, Managed Care, Diabetes, Disease Management, Ambulatory Care, Medicine, Pharmacy Automation, Clinical Pharmacology, Immunization, Patient Education, Pharmacology, Food Quality, Diet Planning, Food Science
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2009
Doctorate of Pharmacy
health coach
#1 Ranked Food as Medicine Show with Dr. Anh March 2015 - Present
Pharmacy Society of Wisconsin July 2013 - Present
DrAnh.com January 2013 - Present
Main at Locust Pharmacy Clinic and Medical Supplies December 2012 - July 2013
Main at Locust Pharmacy Clinic and Medical Supplies August 2011 - July 2013
Main at Locust Pharmacy Clinic and Medical Supplies July 2009 - July 2013
Main at Locust Pharmacy Clinic July 2009 - July 2010
Needham & Company January 2009 - February 2009
American Pharmacists Association November 2008 - December 2008
Walgreens Corporation May 2007 - August 2007
Skills
Business Strategy, Healthcare, Clinical Pharmacy, Pharmacy Education, Community Pharmacy, Pharmacy Practice, Medication Therapy..., Medication Adherence, Wellness Coaching, Certified Immunizer, Marketing, Patient Counseling, Compounding, Clinical Research, Pharmaceutical Industry, Clinical Trials, Coaching, Healthcare Information..., Pharmacy, Healthcare Management, Hospitals, Patient Safety, Pharmacists, Managed Care, Diabetes, Disease Management, Ambulatory Care, Medicine, Pharmacy Automation, Clinical Pharmacology, Immunization, Patient Education, Pharmacology, Food Quality, Diet Planning, Food Science
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2009
Doctorate of Pharmacy
health coach
Carson McCallum's Needham & Company Experience May 2013 - August 2013
Job Student at Penn State University
Industry Financial Services
Experience
Needham & Company May 2013 - August 2013
Needham & Company May 2012 - August 2012
Education
Penn State University 2010 — 2014
Finance
Montgomery Blair High School 2006 — 2010
Communication Arts Program
Needham & Company May 2013 - August 2013
Needham & Company May 2012 - August 2012
Education
Penn State University 2010 — 2014
Finance
Montgomery Blair High School 2006 — 2010
Communication Arts Program
William Cass William Cass's Needham & Company Experience July 2008 - Present
Job Vice President, Software & Services Investment Banking, Needham & Company
Industry Investment Banking
Experience
Needham & Company July 2008 - Present
York Capital Management May 2007 - August 2007
Skills
Capital Markets, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance, General
S.I. Newhouse School of Public Communications at Syracuse University 2004 — 2008
Bachelor of Science (B.S.), Broadcast Journalism
Needham & Company July 2008 - Present
York Capital Management May 2007 - August 2007
Skills
Capital Markets, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance, General
S.I. Newhouse School of Public Communications at Syracuse University 2004 — 2008
Bachelor of Science (B.S.), Broadcast Journalism
Rohit Kohli's Needham & Company Experience September 2010 - February 2011
Job Senior Partnerships Consultant at LeagueApps
Industry Sports
Experience
LeagueApps August 2014 - Present
LeagueApps July 2013 - August 2014
Pluto Mobile September 2012 - July 2013
Interventure Advisors February 2011 - May 2011
Needham & Company September 2010 - February 2011
Scottrade Financial Services February 2009 - April 2010
Credit Suisse May 2008 - August 2008
VJ Technologies Inc September 2005 - May 2008
Skills
Financial Modeling, Forecasting, Investment Banking, Equities, Private Equity, Business Development, Start-ups, Mobile Infrastructure, Analysis, Management, Budgets, Microsoft Excel, Marketing, Investments, Strategy, Social Media, Microsoft Office, Sales
Education
State University of New York at Stony Brook 2006 — 2010
BA, Economics & Finance
LeagueApps August 2014 - Present
LeagueApps July 2013 - August 2014
Pluto Mobile September 2012 - July 2013
Interventure Advisors February 2011 - May 2011
Needham & Company September 2010 - February 2011
Scottrade Financial Services February 2009 - April 2010
Credit Suisse May 2008 - August 2008
VJ Technologies Inc September 2005 - May 2008
Skills
Financial Modeling, Forecasting, Investment Banking, Equities, Private Equity, Business Development, Start-ups, Mobile Infrastructure, Analysis, Management, Budgets, Microsoft Excel, Marketing, Investments, Strategy, Social Media, Microsoft Office, Sales
Education
State University of New York at Stony Brook 2006 — 2010
BA, Economics & Finance
Brendan J. Bowers, ARM's Needham & Company Experience July 1999 - February 2005
Job Liberty Mutual Benefits
Industry Insurance
Experience
Liberty Mutual Insurance October 2012 - Present
Securevest Financial Group February 2012 - July 2012
CL King & Associates February 2005 - November 2011
Needham & Company July 1999 - February 2005
RDM SECURITIES September 1995 - July 1999
Skills
Trading, Securities, Equities, Bloomberg, Series 63, Capital Markets, Prime Brokerage, Wealth Management, Investments, Series 24, Trading Strategies, Equity Trading, Hedge Funds, Alternative Investments, Asset Management, Bonds, Series 55, Bloomberg Professional, Mutual Funds, Electronic Trading, FINRA, Equity Research, Microsoft Excel, Options, Portfolio Management, Investment Strategies, Excel, Insurance, Sales Management, Direct Sales, Sales Operations, Sales Presentations, Series 7, Risk Management, Fixed Income, Finance, Relationship Management, Financial Risk
Education
Middlebury College 1991 — 1995
BA, American Civilization
West Islip High School
Liberty Mutual Insurance October 2012 - Present
Securevest Financial Group February 2012 - July 2012
CL King & Associates February 2005 - November 2011
Needham & Company July 1999 - February 2005
RDM SECURITIES September 1995 - July 1999
Skills
Trading, Securities, Equities, Bloomberg, Series 63, Capital Markets, Prime Brokerage, Wealth Management, Investments, Series 24, Trading Strategies, Equity Trading, Hedge Funds, Alternative Investments, Asset Management, Bonds, Series 55, Bloomberg Professional, Mutual Funds, Electronic Trading, FINRA, Equity Research, Microsoft Excel, Options, Portfolio Management, Investment Strategies, Excel, Insurance, Sales Management, Direct Sales, Sales Operations, Sales Presentations, Series 7, Risk Management, Fixed Income, Finance, Relationship Management, Financial Risk
Education
Middlebury College 1991 — 1995
BA, American Civilization
West Islip High School
Kevin Pearson Kevin Pearson's Needham & Company Experience January 2013 - June 2013
Job Investment Banking Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities June 2014 - Present
Silicon Valley Bank June 2013 - September 2013
Needham & Company January 2013 - June 2013
Santa Clara University August 2011 - June 2013
UBS Financial Services Inc. September 2012 - December 2012
ValuLogik January 2012 - August 2012
Oswego Lake Country Club/Waverley Country Club June 2006 - August 2010
Skills
Financial Modeling, Valuation, Finance, PowerPoint, Investment Banking, Microsoft Excel
Education
Santa Clara University 2010 — 2014
Finance, Financial Mathematics
Santa Clara University - Leavey School of Business 2010 — 2014
Pacific Crest Securities June 2014 - Present
Silicon Valley Bank June 2013 - September 2013
Needham & Company January 2013 - June 2013
Santa Clara University August 2011 - June 2013
UBS Financial Services Inc. September 2012 - December 2012
ValuLogik January 2012 - August 2012
Oswego Lake Country Club/Waverley Country Club June 2006 - August 2010
Skills
Financial Modeling, Valuation, Finance, PowerPoint, Investment Banking, Microsoft Excel
Education
Santa Clara University 2010 — 2014
Finance, Financial Mathematics
Santa Clara University - Leavey School of Business 2010 — 2014
Michael Cargo's Needham & Company Experience March 2015 - Present
Job Investment Banking Associate at Needham & Company
Industry Investment Banking
Experience
Needham & Company March 2015 - Present
Cain Brothers & Company, LLC January 2014 - March 2015
Cain Brothers July 2011 - December 2013
Cain Brothers June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Marketing, Valuation, Advertising
Education
University of Pennsylvania 2007 — 2011
BA, Economics
University of Sydney 2009 — 2009
Study Abroad
Delbarton School 2001 — 2007
Needham & Company March 2015 - Present
Cain Brothers & Company, LLC January 2014 - March 2015
Cain Brothers July 2011 - December 2013
Cain Brothers June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Marketing, Valuation, Advertising
Education
University of Pennsylvania 2007 — 2011
BA, Economics
University of Sydney 2009 — 2009
Study Abroad
Delbarton School 2001 — 2007
Dustin Schwartz's Needham & Company Experience January 2013 - January 2015
Job Sales Executive
Industry Information Technology and Services
Experience
Likeable Local September 2015 - Present
Needham & Company January 2013 - January 2015
StatSocial June 2014 - September 2014
Parko June 2013 - September 2013
Orienta Beach Club 2010 - 2012
Skills
Marketing, Spanish, Microsoft Office, Social Media, Facebook, Event Planning, Social Networking, Leadership, Fundraising, PowerPoint, Microsoft Excel, Social Media Marketing, Public Relations, Customer Service, Microsoft Word, Event Management, Marketing Strategy, Photoshop, Public Speaking, Sales, Advertising, Strategic Planning, New Business Development, Salesforce.com, Data Mining
Education
University of Miami - School of Business 2011 — 2015
Bachelor's Degree, Finance and Entrepreneurship
Likeable Local September 2015 - Present
Needham & Company January 2013 - January 2015
StatSocial June 2014 - September 2014
Parko June 2013 - September 2013
Orienta Beach Club 2010 - 2012
Skills
Marketing, Spanish, Microsoft Office, Social Media, Facebook, Event Planning, Social Networking, Leadership, Fundraising, PowerPoint, Microsoft Excel, Social Media Marketing, Public Relations, Customer Service, Microsoft Word, Event Management, Marketing Strategy, Photoshop, Public Speaking, Sales, Advertising, Strategic Planning, New Business Development, Salesforce.com, Data Mining
Education
University of Miami - School of Business 2011 — 2015
Bachelor's Degree, Finance and Entrepreneurship
Heather MacBride Heather MacBride's Needham & Company Experience 2005 - 2010
Job Director of Customer Success at Zen Planner
Industry Computer Software
Experience
Zen Planner June 2015 - Present
CorePower Yoga May 2012 - Present
Zen Planner October 2014 - June 2015
Zen Planner June 2013 - September 2014
Zen Planner October 2012 - June 2013
Aviva, Inc. 2010 - October 2012
Needham & Company 2005 - 2010
Skills
Administrative..., Customer Service, PowerPoint, Management, Public Speaking, Energy, Sales, Marketing, Leadership, Salesforce.com, Natural Gas, Petroleum, Training, Microsoft Excel, Oil/Gas, Research, Microsoft Office, Microsoft Word, Social Media
Education
University of Richmond 2001 — 2005
Bachelor of Arts, Psychology
Zen Planner June 2015 - Present
CorePower Yoga May 2012 - Present
Zen Planner October 2014 - June 2015
Zen Planner June 2013 - September 2014
Zen Planner October 2012 - June 2013
Aviva, Inc. 2010 - October 2012
Needham & Company 2005 - 2010
Skills
Administrative..., Customer Service, PowerPoint, Management, Public Speaking, Energy, Sales, Marketing, Leadership, Salesforce.com, Natural Gas, Petroleum, Training, Microsoft Excel, Oil/Gas, Research, Microsoft Office, Microsoft Word, Social Media
Education
University of Richmond 2001 — 2005
Bachelor of Arts, Psychology
T.J. Tullo T.J. Tullo's Needham & Company Experience June 2007 - August 2007
Job Regional Sales Manager, Western US at Sensus
Industry Renewables & Environment
Experience
Sensus September 2013 - Present
Sensus February 2010 - Present
Vornado Realty Trust June 2008 - August 2008
Needham & Company June 2007 - August 2007
Skills
Business Strategy, Smart Grid, Product Management, Business Development, Renewable Energy, Strategic Planning, Cross-functional Team..., Energy, Competitive Analysis, New Business Development, Energy Efficiency, Energy Management, Smart Metering, Program Management, Cleantech, Project Management, Demand Response, Strategy
Education
Stanford University 2005 — 2009
BS, Civil Engineering
University of Virginia 2007 — 2007
2009, Semester at Sea
Sensus September 2013 - Present
Sensus February 2010 - Present
Vornado Realty Trust June 2008 - August 2008
Needham & Company June 2007 - August 2007
Skills
Business Strategy, Smart Grid, Product Management, Business Development, Renewable Energy, Strategic Planning, Cross-functional Team..., Energy, Competitive Analysis, New Business Development, Energy Efficiency, Energy Management, Smart Metering, Program Management, Cleantech, Project Management, Demand Response, Strategy
Education
Stanford University 2005 — 2009
BS, Civil Engineering
University of Virginia 2007 — 2007
2009, Semester at Sea
Maryanne Curtin Maryanne Curtin's Needham & Company Experience March 1985 - January 2002
Job Sales Associate at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2012 - Present
Prudential New Jersey Properties January 2006 - December 2011
Needham & Company March 1985 - January 2002
Skills
Sales, Real Estate, Investors, Venture Capital, Sellers, Portfolio Management, Asset Management, Buyers, Investment Properties, Equities
Education
The College of New Jersey
Bachelor's Degree, Business Administration, Economics Excellence Award
Coldwell Banker Residential Brokerage January 2012 - Present
Prudential New Jersey Properties January 2006 - December 2011
Needham & Company March 1985 - January 2002
Skills
Sales, Real Estate, Investors, Venture Capital, Sellers, Portfolio Management, Asset Management, Buyers, Investment Properties, Equities
Education
The College of New Jersey
Bachelor's Degree, Business Administration, Economics Excellence Award
Steven Camp Steven Camp's Needham & Company Experience January 2015 - Present
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company January 2015 - Present
Needham & Company December 2011 - Present
Needham & Company January 2010 - December 2011
Needham & Company December 2007 - December 2009
EMC July 2006 - December 2007
EMC July 2004 - July 2006
EMC July 2002 - July 2004
Education
University of Cincinnati
BBA, Finance & Accounting
Needham & Company January 2015 - Present
Needham & Company December 2011 - Present
Needham & Company January 2010 - December 2011
Needham & Company December 2007 - December 2009
EMC July 2006 - December 2007
EMC July 2004 - July 2006
EMC July 2002 - July 2004
Education
University of Cincinnati
BBA, Finance & Accounting
Matthew Frankel's Needham & Company Experience April 2010 - November 2010
Job Senior Associate Analyst at Macquarie
Industry Investment Management
Experience
Macquarie Group October 2012 - Present
Inflection Point Investing January 2012 - October 2012
Hedgeye Risk Management, LLC December 2010 - November 2011
Needham & Company April 2010 - November 2010
J.P. Morgan June 2007 - April 2010
Skills
Financial Analysis, Equities, Fixed Income, Equity Research, Investments, Financial Modeling, Investment Management, Asset Managment, Asset Allocation, Valuation, Portfolio Management, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance
Macquarie Group October 2012 - Present
Inflection Point Investing January 2012 - October 2012
Hedgeye Risk Management, LLC December 2010 - November 2011
Needham & Company April 2010 - November 2010
J.P. Morgan June 2007 - April 2010
Skills
Financial Analysis, Equities, Fixed Income, Equity Research, Investments, Financial Modeling, Investment Management, Asset Managment, Asset Allocation, Valuation, Portfolio Management, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance
Chad Messer's Needham & Company Experience March 2012 - Present
Job Senior Biotechnology Equity Analyst
Industry Investment Management
Experience
Needham & Company March 2012 - Present
Piper Jaffray August 2006 - March 2012
Paramount BioCapital LLC January 2005 - July 2006
Genaissance Pharmaceuticals 2000 - 2004
Skills
Biotechnology, Financial Modeling, Licensing, Valuation, Equity Research, Genomics, Start-ups, Pharmaceutical Industry, Drug Development, Strategy, Due Diligence, Lifesciences, Corporate Development, Oncology, Private Equity, Venture Capital
Education
New York University 2004 — 2007
MBA, Finance and Accounting
Yale University 1994 — 1999
PhD, Pharmacology
Yale University 1990 — 1994
BS, Biology
Needham & Company March 2012 - Present
Piper Jaffray August 2006 - March 2012
Paramount BioCapital LLC January 2005 - July 2006
Genaissance Pharmaceuticals 2000 - 2004
Skills
Biotechnology, Financial Modeling, Licensing, Valuation, Equity Research, Genomics, Start-ups, Pharmaceutical Industry, Drug Development, Strategy, Due Diligence, Lifesciences, Corporate Development, Oncology, Private Equity, Venture Capital
Education
New York University 2004 — 2007
MBA, Finance and Accounting
Yale University 1994 — 1999
PhD, Pharmacology
Yale University 1990 — 1994
BS, Biology
Marc Wang, CFA's Needham & Company Experience 2001 - 2004
Job Vice President at Matrix Partners China
Industry Venture Capital & Private Equity
Experience
ConvenientPower Ltd June 2011 - Present
Matrix Partners China January 2008 - Present
WI Harper Group July 2006 - January 2008
Needham & Company 2001 - 2004
Merrill Lynch Japan Securities June 2001 - September 2001
Needham & Company June 2000 - September 2000
Skills
Venture Capital, Investments, Corporate Finance, Mergers, Cleantech, Investment Banking, IPO, Financial Analysis
Education
Peking University 2005 — 2007
MBA
Stanford University 1997 — 2001
BS
Los Altos High School 1994 — 1997
ConvenientPower Ltd June 2011 - Present
Matrix Partners China January 2008 - Present
WI Harper Group July 2006 - January 2008
Needham & Company 2001 - 2004
Merrill Lynch Japan Securities June 2001 - September 2001
Needham & Company June 2000 - September 2000
Skills
Venture Capital, Investments, Corporate Finance, Mergers, Cleantech, Investment Banking, IPO, Financial Analysis
Education
Peking University 2005 — 2007
MBA
Stanford University 1997 — 2001
BS
Los Altos High School 1994 — 1997
Igor Kaplun's Needham & Company Experience October 1999 - September 2007
Job Helpdesk Manager at Blue Ridge Capital
Industry Information Technology and Services
Experience
Blue Ridge Capital September 2007 - Present
Living Space LLC 2003 - 2012
Needham & Company October 1999 - September 2007
Bear Stearns 1998 - 2000
CIBC World Markets 1997 - 1998
Skills
Asset Managment, Investments, Hedge Funds
Education
City University of New York-Queens College 1992 — 1996
BS, Computer Science
Blue Ridge Capital September 2007 - Present
Living Space LLC 2003 - 2012
Needham & Company October 1999 - September 2007
Bear Stearns 1998 - 2000
CIBC World Markets 1997 - 1998
Skills
Asset Managment, Investments, Hedge Funds
Education
City University of New York-Queens College 1992 — 1996
BS, Computer Science
Jan Robertson's Needham & Company Experience March 1997 - March 2002
Job Managing Partner, SiVal Advisors, LLC
Industry Investment Banking
Experience
SiVal Advisors LLC 2002 - Present
NAWBO Silicon Valley 2012 - 2013
Needham & Company March 1997 - March 2002
Skills
Mergers, Venture Capital, Market Research, Leadership, Strategic Planning, Capital Markets, Private Placements, Private Equity, Investments, Strategy, Start-ups, Management, IPO, Strategic Financial..., Portfolio Management, Selling, Financial Analysis, Management Consulting, Acquisition Integration, Executive Management, Financial Structuring, Business Planning, Business Development, Leveraged Finance, Investor Relations, Alternative Investments, Competitive Analysis, Business Valuation, Emerging Markets, Mergers & Acquisitions, LBO, Angel Investing, Strategic Consulting
Education
Queen's University 1979 — 1981
MBA, Finance
SiVal Advisors LLC 2002 - Present
NAWBO Silicon Valley 2012 - 2013
Needham & Company March 1997 - March 2002
Skills
Mergers, Venture Capital, Market Research, Leadership, Strategic Planning, Capital Markets, Private Placements, Private Equity, Investments, Strategy, Start-ups, Management, IPO, Strategic Financial..., Portfolio Management, Selling, Financial Analysis, Management Consulting, Acquisition Integration, Executive Management, Financial Structuring, Business Planning, Business Development, Leveraged Finance, Investor Relations, Alternative Investments, Competitive Analysis, Business Valuation, Emerging Markets, Mergers & Acquisitions, LBO, Angel Investing, Strategic Consulting
Education
Queen's University 1979 — 1981
MBA, Finance
Jennifer Wald's Needham & Company Experience May 2004 - December 2004
Job Human Resources at American Jewish World Service
Industry Human Resources
Experience
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
American Jewish World Service June 2010 - Present
Take 2 Interactive September 2007 - April 2009
Creditex Group Inc. February 2006 - July 2007
HSBC October 2005 - February 2006
Needham & Company May 2004 - December 2004
Banc of America Securities August 1998 - August 2001
Ladenburg Thalmann 1994 - 1998
Skills
Performance Management, Recruiting, Human Resources, Employment Law, Conflict Resolution, HRIS, Project Management, Nonprofit HR, Compensation & Benefit, Hiring, Organizational Design, Policy, Strategy, Temporary Placement, Personnel Management, Nonprofits, Management, Leadership, HR Policies
Education
New York University 2001 — 2003
MSW, Social Work
State University of New York College at Oswego 1990 — 1994
Yong Bai's Needham & Company Experience March 1995 - September 2000
Job Senior Vice President in Summit Bank
Industry Financial Services
Experience
Summit Bank January 2004 - Present
Bank of the West October 2011 - July 2012
Société Générale September 2000 - October 2003
Needham & Company March 1995 - September 2000
Skills
Banking, Credit, Mortgage Lending, Credit Analysis, Financial Analysis, Portfolio Management, Loan Origination, Mortgage Banking, Risk Management, Commercial Banking
Education
Citibank
Certificate in RIsk Management
Shanghai University
Bachelor's Degree, English and Business Administration
University of California, Berkeley
Independent Study in Intermediate Accounting
Western Illinois University
Master's Degree, Sociology
Summit Bank January 2004 - Present
Bank of the West October 2011 - July 2012
Société Générale September 2000 - October 2003
Needham & Company March 1995 - September 2000
Skills
Banking, Credit, Mortgage Lending, Credit Analysis, Financial Analysis, Portfolio Management, Loan Origination, Mortgage Banking, Risk Management, Commercial Banking
Education
Citibank
Certificate in RIsk Management
Shanghai University
Bachelor's Degree, English and Business Administration
University of California, Berkeley
Independent Study in Intermediate Accounting
Western Illinois University
Master's Degree, Sociology
Julie Harbey's Needham & Company Experience March 2015 - Present
Job Equity Capital Markets / Syndicate Manager at Needham & Company
Industry Capital Markets
Experience
Needham & Company March 2015 - Present
CIBC World Markets April 2008 - February 2015
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets Corp. September 2004 - January 2008
DJV Associates March 2001 - August 2001
Empire Corporate FCU June 2000 - June 2001
Skills
Equities, Equity Capital Markets, Series 63, Deal Execution, Series 24, Cross-border..., Capital Markets, Investment Banking, Bloomberg, Series 7
Education
New York University
BS, Economics
Needham & Company March 2015 - Present
CIBC World Markets April 2008 - February 2015
Oppenheimer & Co. January 2008 - March 2008
CIBC World Markets Corp. September 2004 - January 2008
DJV Associates March 2001 - August 2001
Empire Corporate FCU June 2000 - June 2001
Skills
Equities, Equity Capital Markets, Series 63, Deal Execution, Series 24, Cross-border..., Capital Markets, Investment Banking, Bloomberg, Series 7
Education
New York University
BS, Economics
Andrea Kapica's Needham & Company Experience 2001 - 2005
Job Equity Sales Trader at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2005 - Present
Needham & Company 2001 - 2005
Citi Group 2000 - 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Series 63, Series 7, Equities, Bloomberg, Capital Markets, Trading, Corporate Finance, Customer Relations, Investment Banking, Fixed Income, Alternative Investments
Education
State University of New York at Albany 1992 — 1996
Bachelor of Arts, Communication with a Business Minor
Irvington High School 1988 — 1992
Credit Suisse January 2005 - Present
Needham & Company 2001 - 2005
Citi Group 2000 - 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Series 63, Series 7, Equities, Bloomberg, Capital Markets, Trading, Corporate Finance, Customer Relations, Investment Banking, Fixed Income, Alternative Investments
Education
State University of New York at Albany 1992 — 1996
Bachelor of Arts, Communication with a Business Minor
Irvington High School 1988 — 1992
Bryan Huang's Needham & Company Experience October 2009 - 2011
Job Director, Early commercial
Industry Pharmaceuticals
Experience
Celgene June 2012 - Present
Citibank July 2011 - June 2012
Needham & Company October 2009 - 2011
SIG June 2008 - January 2010
Skills
Portfolio Management, Corporate Finance, Valuation, Financial Modeling, Equities, Biotechnology, Venture Capital, Mergers & Acquisitions, Fixed Income, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
The University of Texas Health Science Center at Houston 1998 — 2003
PhD, Genetics
Celgene June 2012 - Present
Citibank July 2011 - June 2012
Needham & Company October 2009 - 2011
SIG June 2008 - January 2010
Skills
Portfolio Management, Corporate Finance, Valuation, Financial Modeling, Equities, Biotechnology, Venture Capital, Mergers & Acquisitions, Fixed Income, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance
The University of Texas Health Science Center at Houston 1998 — 2003
PhD, Genetics
Matt Buten's Needham & Company Experience September 1996 - January 2000
Job Partner at Foresite Capital Management
Industry Investment Management
Experience
Sotera Wireless, Inc. April 2014 - Present
Foresite Capital Management January 2013 - Present
Catapult / Millennium LP June 2007 - June 2012
Sapphire Capital March 2005 - March 2007
Argus Partners January 2000 - March 2005
Needham & Company September 1996 - January 2000
Smith Barney September 1985 - September 1996
Skills
Mergers, Competitive Analysis, Project Management, Strategic Planning, Product Development, Product Management, Business Development, Telecommunications, Integration, Quality Assurance, Requirements Analysis, New Business Development, Team Building, Contract Negotiation, Project Planning, Hedge Funds, Mergers & Acquisitions, Strategy, Venture Capital, Portfolio Management, Entrepreneurship, Management Consulting, Investments, Due Diligence, Management, Leadership, Private Equity, Start-ups, Investment Banking, Healthcare, Strategic Partnerships, Business Strategy, Marketing Strategy, Medical Devices, Analysis, Business Planning
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE
Sotera Wireless, Inc. April 2014 - Present
Foresite Capital Management January 2013 - Present
Catapult / Millennium LP June 2007 - June 2012
Sapphire Capital March 2005 - March 2007
Argus Partners January 2000 - March 2005
Needham & Company September 1996 - January 2000
Smith Barney September 1985 - September 1996
Skills
Mergers, Competitive Analysis, Project Management, Strategic Planning, Product Development, Product Management, Business Development, Telecommunications, Integration, Quality Assurance, Requirements Analysis, New Business Development, Team Building, Contract Negotiation, Project Planning, Hedge Funds, Mergers & Acquisitions, Strategy, Venture Capital, Portfolio Management, Entrepreneurship, Management Consulting, Investments, Due Diligence, Management, Leadership, Private Equity, Start-ups, Investment Banking, Healthcare, Strategic Partnerships, Business Strategy, Marketing Strategy, Medical Devices, Analysis, Business Planning
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE
Damon Yuzon, CFA's Needham & Company Experience February 2000 - July 2003
Job Equilibrium Capital Group
Industry Investment Management
Experience
Equilibrium Capital Group December 2010 - Present
Williams & Dame Development, Inc. August 2003 - November 2010
Needham & Company February 2000 - July 2003
Skills
Finance, Valuation, Private Equity, Financial Modeling, Asset Management, Investments, Due Diligence, Financial Analysis, Venture Capital, Alternative Investments, Emerging Markets, Capital Markets
Education
Purdue University - Krannert School of Management 1994 — 1995
Master of Business Administration (M.B.A.), Finance, General
University of Oregon - Charles H. Lundquist College of Business 1990 — 1993
Finance and Management
Equilibrium Capital Group December 2010 - Present
Williams & Dame Development, Inc. August 2003 - November 2010
Needham & Company February 2000 - July 2003
Skills
Finance, Valuation, Private Equity, Financial Modeling, Asset Management, Investments, Due Diligence, Financial Analysis, Venture Capital, Alternative Investments, Emerging Markets, Capital Markets
Education
Purdue University - Krannert School of Management 1994 — 1995
Master of Business Administration (M.B.A.), Finance, General
University of Oregon - Charles H. Lundquist College of Business 1990 — 1993
Finance and Management
Courtney Lacey's Needham & Company Experience April 2002 - May 2007
Job Trader/Operations Manager at Granite Point Capital
Industry Financial Services
Experience
Granite Point Capital May 2007 - Present
Needham & Company April 2002 - May 2007
Robertson Stephens September 1998 - April 2002
Skills
Equity Trading, Electronic Trading, Operations Management, Human Resources, Sales, Office Management, Trading, Bloomberg, Microsoft Excel, Asset Managment, Microsoft Word, PowerPoint, Back Office, QuickBooks, Hedge Funds, Management, Asset Management, Investment Banking, Financial Analysis, Equities
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts (B.A.), Criminal Justice
Winchester High School
Granite Point Capital May 2007 - Present
Needham & Company April 2002 - May 2007
Robertson Stephens September 1998 - April 2002
Skills
Equity Trading, Electronic Trading, Operations Management, Human Resources, Sales, Office Management, Trading, Bloomberg, Microsoft Excel, Asset Managment, Microsoft Word, PowerPoint, Back Office, QuickBooks, Hedge Funds, Management, Asset Management, Investment Banking, Financial Analysis, Equities
Education
Saint Anselm College 1994 — 1998
Bachelor of Arts (B.A.), Criminal Justice
Winchester High School
Cristina Osmena's Needham & Company Experience 1999 - 2004
Job Investment Professional
Industry Investment Management
Experience
SunEdison Foundation 2014 - Present
Bronte Capital Management Pty Ltd November 2011 - Present
Invicta Capital Management June 2013 - March 2015
Spinner Asset 2007 - 2011
Offspring Production 2005 - 2008
Jefferies & Company 2004 - 2005
Needham & Company 1999 - 2004
JP Morgan (Hambrecht & Quist) 1996 - 1999
STAC 1996 - 1997
STAC 1996 - 1997
Skills
Equities, Investments, Valuation, Financial Modeling, Asset Management, Hedge Funds, Private Equity, Alternative Investments, Capital Markets, Portfolio Management
Education
University of California, Berkeley
Beverly Hills High School
SunEdison Foundation 2014 - Present
Bronte Capital Management Pty Ltd November 2011 - Present
Invicta Capital Management June 2013 - March 2015
Spinner Asset 2007 - 2011
Offspring Production 2005 - 2008
Jefferies & Company 2004 - 2005
Needham & Company 1999 - 2004
JP Morgan (Hambrecht & Quist) 1996 - 1999
STAC 1996 - 1997
STAC 1996 - 1997
Skills
Equities, Investments, Valuation, Financial Modeling, Asset Management, Hedge Funds, Private Equity, Alternative Investments, Capital Markets, Portfolio Management
Education
University of California, Berkeley
Beverly Hills High School
Accardi, Ingrid's Needham & Company Experience October 1999 - January 2005
Job Senior Copy Editor at Scholastic Inc.
Industry Publishing
Experience
Scholastic Inc. 2009 - Present
Institutional Investor January 2007 - 2009
Alpha Magazine 2007 - 2009
Prudential Financial September 2005 - January 2007
Needham & Company October 1999 - January 2005
Credit Suisse First Boston June 1993 - October 1999
Institutional Investor Magazine June 1989 - June 1993
Skills
Editing, Publications, Copy Editing, Editorial, Management, Magazines, Marketing, Fact-checking
Education
Rutgers University-New Brunswick 1983 — 1987
Scholastic Inc. 2009 - Present
Institutional Investor January 2007 - 2009
Alpha Magazine 2007 - 2009
Prudential Financial September 2005 - January 2007
Needham & Company October 1999 - January 2005
Credit Suisse First Boston June 1993 - October 1999
Institutional Investor Magazine June 1989 - June 1993
Skills
Editing, Publications, Copy Editing, Editorial, Management, Magazines, Marketing, Fact-checking
Education
Rutgers University-New Brunswick 1983 — 1987
Ted Murphy's Needham & Company Experience July 2006 - February 2010
Job Distressed Debt Desk Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
Citadel Investment Group March 2010 - August 2011
Needham & Company July 2006 - February 2010
Education
University of Maryland College Park 2002 — 2006
B.S., General Business and Management
Glastonbury High School 1998 — 2002
Morgan Stanley August 2011 - Present
Citadel Investment Group March 2010 - August 2011
Needham & Company July 2006 - February 2010
Education
University of Maryland College Park 2002 — 2006
B.S., General Business and Management
Glastonbury High School 1998 — 2002
Ellen Finkelstein's Needham & Company Experience 1986 - 1990
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2002 - 2014
Macon Dinners Out dba Super Suppers 2006 - 2011
Wachovia, A Wells Fargo Company 2000 - 2002
SunTrust Equitable Securities 1994 - 2000
Punk, Ziegel & Company 1990 - 1994
Needham & Company 1986 - 1990
Skills
Management, Securities, Equities, Asset Management, Finance, Investment Banking, Hedge Funds, Marketing, Leadership, Corporate Finance
Education
Mercer University
BA, Biology
Wells Fargo Advisors, LLC 2002 - 2014
Macon Dinners Out dba Super Suppers 2006 - 2011
Wachovia, A Wells Fargo Company 2000 - 2002
SunTrust Equitable Securities 1994 - 2000
Punk, Ziegel & Company 1990 - 1994
Needham & Company 1986 - 1990
Skills
Management, Securities, Equities, Asset Management, Finance, Investment Banking, Hedge Funds, Marketing, Leadership, Corporate Finance
Education
Mercer University
BA, Biology
Jesus Sinarahua's Needham & Company Experience 1995 - 2004
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services June 2004 - Present
Needham & Company 1995 - 2004
Education
Schiller International University 1993 — 1994
MA, International Relations & Diplomacy
University at Albany, SUNY 1988 — 1992
GlobeOp Financial Services June 2004 - Present
Needham & Company 1995 - 2004
Education
Schiller International University 1993 — 1994
MA, International Relations & Diplomacy
University at Albany, SUNY 1988 — 1992
Nick Bologna's Needham & Company Experience September 2006 - Present
Job Director at Eastward Capital Partners
Industry Financial Services
Experience
Needham & Company September 2006 - Present
Eastward Capital Partners September 2006 - Present
Stratus Computer 1981 - 1986
Skills
Venture Capital, Due Diligence, Investments, Mergers & Acquisitions, Valuation, Product Management, Corporate Development, Strategic Planning, Financial Modeling, Start-ups, Strategy, Private Equity, M&A experience
Education
The University of Connecticut School of Business 1964 — 1968
Needham & Company September 2006 - Present
Eastward Capital Partners September 2006 - Present
Stratus Computer 1981 - 1986
Skills
Venture Capital, Due Diligence, Investments, Mergers & Acquisitions, Valuation, Product Management, Corporate Development, Strategic Planning, Financial Modeling, Start-ups, Strategy, Private Equity, M&A experience
Education
The University of Connecticut School of Business 1964 — 1968
Joseph (Jay) DiBlasi's Needham & Company Experience July 2001 - January 2007
Job Business Development
Industry Financial Services
Experience
J&S Ventures, LLC January 2007 - Present
ProEquities, Inc. April 2010 - February 2012
Needham & Company July 2001 - January 2007
Knight Capital Group January 2000 - June 2001
Skills
Series 7, Series 63, Strategic Planning, Business Development, Bloomberg, Trading, Investments, Relationship Management, Investor Liaison, Morningstar
Education
Rutgers University-New Brunswick 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Economics
J&S Ventures, LLC January 2007 - Present
ProEquities, Inc. April 2010 - February 2012
Needham & Company July 2001 - January 2007
Knight Capital Group January 2000 - June 2001
Skills
Series 7, Series 63, Strategic Planning, Business Development, Bloomberg, Trading, Investments, Relationship Management, Investor Liaison, Morningstar
Education
Rutgers University-New Brunswick 1998 — 2000
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Economics
Preeti Russell's Needham & Company Experience May 2007 - June 2008
Job Associate
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Zayo Group July 2014 - June 2015
Brean Capital, LLC August 2013 - September 2013
Bank of America June 2013 - August 2013
American Tower October 2008 - October 2011
Needham & Company May 2007 - June 2008
Wellington Management June 2005 - February 2007
Fund for Public Interest Research August 2004 - February 2005
Skills
Lease Accounting, Financial Analysis, Management, Investor Relations, Process Improvement, Strategic Analysis, Accounting, Valuation, Analysis, Portfolio Management, Financial Accounting, Economics, Capital Markets, Business Strategy, Finance, Investments, Financial Modeling, Financial Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Leadership, Equities, Bloomberg, Strategy, Competitive Analysis, Strategic Financial..., Data Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics
Michigan State University 1999 — 2004
BAs, Political Science, Women's Studies
Eastside High School 1995 — 1996
Henry Ford II High School
Henry Ford II High School
Henry Ford II High School
Brean Capital, LLC July 2015 - Present
Zayo Group July 2014 - June 2015
Brean Capital, LLC August 2013 - September 2013
Bank of America June 2013 - August 2013
American Tower October 2008 - October 2011
Needham & Company May 2007 - June 2008
Wellington Management June 2005 - February 2007
Fund for Public Interest Research August 2004 - February 2005
Skills
Lease Accounting, Financial Analysis, Management, Investor Relations, Process Improvement, Strategic Analysis, Accounting, Valuation, Analysis, Portfolio Management, Financial Accounting, Economics, Capital Markets, Business Strategy, Finance, Investments, Financial Modeling, Financial Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Leadership, Equities, Bloomberg, Strategy, Competitive Analysis, Strategic Financial..., Data Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Economics
Michigan State University 1999 — 2004
BAs, Political Science, Women's Studies
Eastside High School 1995 — 1996
Henry Ford II High School
Henry Ford II High School
Henry Ford II High School
Lisa Corcoran's Needham & Company Experience April 2004 - April 2007
Job Senior VP, Senior Private Equity Fund Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2007 - Present
Needham & Company April 2004 - April 2007
Bernstein Investment Research & Management May 1998 - April 2004
Skills
Private Equity, Mutual Funds, Asset Management, Hedge Funds, Portfolio Management, Fund Administration, Alternative Investments, Investments, Equities, Valuation, Wealth Management, Due Diligence, Asset Allocation, Financial Services, Financial Modeling
Education
NYU 1994 — 1998
BA, Economics
Bessemer Trust April 2007 - Present
Needham & Company April 2004 - April 2007
Bernstein Investment Research & Management May 1998 - April 2004
Skills
Private Equity, Mutual Funds, Asset Management, Hedge Funds, Portfolio Management, Fund Administration, Alternative Investments, Investments, Equities, Valuation, Wealth Management, Due Diligence, Asset Allocation, Financial Services, Financial Modeling
Education
NYU 1994 — 1998
BA, Economics
Whitney Stevenson's Needham & Company Experience August 2011 - April 2012
Job Equity Research at JMP Securities
Industry Financial Services
Experience
JMP Securities April 2012 - Present
Needham & Company August 2011 - April 2012
Duff & Phelps March 2010 - August 2011
CB Richard Ellis January 2009 - March 2010
Skills
Writing, Equity Valuation, Financial Modeling, Equities, Equity Research, Valuation, Economics, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Investments, Asset Managment, Series 7, Portfolio Management, Financial Analysis, DCF, Financial Statement..., Alternative Investments, Capital IQ, Equestrian
Education
University of California, Davis 2004 — 2008
BS, Economics
JMP Securities April 2012 - Present
Needham & Company August 2011 - April 2012
Duff & Phelps March 2010 - August 2011
CB Richard Ellis January 2009 - March 2010
Skills
Writing, Equity Valuation, Financial Modeling, Equities, Equity Research, Valuation, Economics, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Investments, Asset Managment, Series 7, Portfolio Management, Financial Analysis, DCF, Financial Statement..., Alternative Investments, Capital IQ, Equestrian
Education
University of California, Davis 2004 — 2008
BS, Economics
Avita Sukhram's Needham & Company Experience May 2007 - June 2008
Job
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower June 2011 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2010 - June 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2008 - April 2010
Needham & Company May 2007 - June 2008
Thomson Financial August 2005 - April 2007
Thomson Financial September 2004 - August 2005
Bessemer Trust June 2002 - February 2004
Skills
Hedge Funds, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Business Strategy, Investments, Economics, Financial Analysis, Risk Management, Competitive Analysis, Trading, Business Development, Mergers & Acquisitions, Equity Research, Portfolio Management, Strategy, Securities, Asset Management, CRM, Fixed Income
Education
Rutgers University-New Brunswick 2000 — 2004
B.A.
HighTower January 2015 - Present
HighTower June 2011 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2010 - June 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2008 - April 2010
Needham & Company May 2007 - June 2008
Thomson Financial August 2005 - April 2007
Thomson Financial September 2004 - August 2005
Bessemer Trust June 2002 - February 2004
Skills
Hedge Funds, Private Equity, Equities, Capital Markets, Financial Modeling, Alternative Investments, Business Strategy, Investments, Economics, Financial Analysis, Risk Management, Competitive Analysis, Trading, Business Development, Mergers & Acquisitions, Equity Research, Portfolio Management, Strategy, Securities, Asset Management, CRM, Fixed Income
Education
Rutgers University-New Brunswick 2000 — 2004
B.A.
Adam Shifrin's Needham & Company Experience August 2006 - May 2011
Job Managing Director, Head of Institutional Sales at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners September 2012 - Present
Compass Point Research and Trading LLC June 2011 - September 2012
Needham & Company August 2006 - May 2011
BestVest Investments August 2004 - May 2006
2040 Sortie LLC December 2000 - September 2004
Skills
Microsoft Office, Lava, Sales, Investments, Financial Analysis, Due Diligence, Equities, Series 7
Education
Temple University 2000 — 2002
Masters of Arts, Instrumental Performance
Temple University 1996 — 2000
Bachelors of Arts, Instrumental Performance
Avondale Partners September 2012 - Present
Compass Point Research and Trading LLC June 2011 - September 2012
Needham & Company August 2006 - May 2011
BestVest Investments August 2004 - May 2006
2040 Sortie LLC December 2000 - September 2004
Skills
Microsoft Office, Lava, Sales, Investments, Financial Analysis, Due Diligence, Equities, Series 7
Education
Temple University 2000 — 2002
Masters of Arts, Instrumental Performance
Temple University 1996 — 2000
Bachelors of Arts, Instrumental Performance
Paul Esteves's Needham & Company Experience March 2010 - November 2010
Job Desktop Support Engineer at Align
Industry Information Technology and Services
Experience
Align April 2014 - Present
Eze Castle Integration March 2011 - August 2013
Needham & Company March 2010 - November 2010
Peoples United Bank September 2009 - March 2010
HostGrown Inc. December 2008 - September 2009
The Allen Group July 2008 - August 2008
Aladdin Capital Management June 2007 - August 2007
Skills
Active Directory, DNS, Servers, Microsoft Exchange, Cloud Computing, Private Cloud, Cloud Applications, Cloud Security, VMware ESX, Blackberry Enterprise..., Help Desk Support, DHCP, Firewalls, Troubleshooting, TCP/IP, Networking, VPN, Technical Support
Education
Rensselaer Polytechnic Institute
Management Information Systems
Align April 2014 - Present
Eze Castle Integration March 2011 - August 2013
Needham & Company March 2010 - November 2010
Peoples United Bank September 2009 - March 2010
HostGrown Inc. December 2008 - September 2009
The Allen Group July 2008 - August 2008
Aladdin Capital Management June 2007 - August 2007
Skills
Active Directory, DNS, Servers, Microsoft Exchange, Cloud Computing, Private Cloud, Cloud Applications, Cloud Security, VMware ESX, Blackberry Enterprise..., Help Desk Support, DHCP, Firewalls, Troubleshooting, TCP/IP, Networking, VPN, Technical Support
Education
Rensselaer Polytechnic Institute
Management Information Systems
Jack Kelleher's Needham & Company Experience April 1997 - April 2001
Job .
Industry Financial Services
Experience
MJJK Trading LLC April 2007 - Present
Cowen and Company March 2001 - April 2006
Needham & Company April 1997 - April 2001
Cowen and Company April 1992 - April 1997
Skills
Derivatives, Trading, Options, Series 7, Hedge Funds, Equity Trading, Capital Markets, Investments, Proprietary Trading, Portfolio Management, Financial Markets, Electronic Trading, Bloomberg, Securities, Equity Research, Trading Systems, Trading Strategies, ETFs, Fixed Income, Alternative Investments
Education
University of Scranton 1987 — 1991
BS, Finance
MJJK Trading LLC April 2007 - Present
Cowen and Company March 2001 - April 2006
Needham & Company April 1997 - April 2001
Cowen and Company April 1992 - April 1997
Skills
Derivatives, Trading, Options, Series 7, Hedge Funds, Equity Trading, Capital Markets, Investments, Proprietary Trading, Portfolio Management, Financial Markets, Electronic Trading, Bloomberg, Securities, Equity Research, Trading Systems, Trading Strategies, ETFs, Fixed Income, Alternative Investments
Education
University of Scranton 1987 — 1991
BS, Finance
Rebecca Acosta's Needham & Company Experience 2004 - 2006
Job Principal Business Analyst at IHS, Inc.
Industry Oil & Energy
Experience
IHS, Inc. September 2014 - Present
IHS, Inc. August 2010 - August 2014
IHS Herold September 2007 - July 2010
John S. Herold, Inc. August 2006 - August 2007
Needham & Company 2004 - 2006
Skills
Energy, Financial Analysis, Valuation, Mergers, Business Strategy, Analysis, Energy Industry, Natural Gas, Financial Modeling, Renewable Energy, Petroleum, Project Management, Competitive Analysis, Business Analysis, Due Diligence, Market Analysis, Strategy, Business Development, Market Research, Mergers & Acquisitions
Education
University of Houston, C.T. Bauer College of Business 2003 — 2004
Masters, Finance
The University of Texas at Austin 1993 — 1998
BA, Chemistry
IHS, Inc. September 2014 - Present
IHS, Inc. August 2010 - August 2014
IHS Herold September 2007 - July 2010
John S. Herold, Inc. August 2006 - August 2007
Needham & Company 2004 - 2006
Skills
Energy, Financial Analysis, Valuation, Mergers, Business Strategy, Analysis, Energy Industry, Natural Gas, Financial Modeling, Renewable Energy, Petroleum, Project Management, Competitive Analysis, Business Analysis, Due Diligence, Market Analysis, Strategy, Business Development, Market Research, Mergers & Acquisitions
Education
University of Houston, C.T. Bauer College of Business 2003 — 2004
Masters, Finance
The University of Texas at Austin 1993 — 1998
BA, Chemistry
Paul Hinkle's Needham & Company Experience October 1997 - March 2001
Job Director of Client Portfolio Management at Cove Street Capital
Industry Investment Management
Experience
Cove Street Capital 2012 - Present
Guggenheim Partners November 2009 - March 2012
Silverstrand Enterprises January 2009 - November 2009
Bear Stearns May 2004 - June 2008
Needham & Company October 1997 - March 2001
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Stanford University 1992 — 1996
AB, International Relations
Cove Street Capital 2012 - Present
Guggenheim Partners November 2009 - March 2012
Silverstrand Enterprises January 2009 - November 2009
Bear Stearns May 2004 - June 2008
Needham & Company October 1997 - March 2001
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Stanford University 1992 — 1996
AB, International Relations
Scott Jorgensen's Needham & Company Experience January 2002 - April 2004
Job Partner, Strathspey Crown LLC
Industry Financial Services
Experience
Strathspey Crown LLC May 2012 - Present
Johnson & Johnson August 2010 - May 2012
Jorgensen Ventures September 2009 - August 2010
Allergan October 2006 - August 2009
BIOLASE April 2004 - October 2006
Needham & Company January 2002 - April 2004
Credit Suisse July 2000 - January 2002
Cigna Investment Management May 1999 - August 1999
Skills
Business Development, Business Strategy, Competitive Analysis, Corporate Development, Financial Analysis, Financial Modeling, Investment Banking, M, Marketing, Mergers, New Business Development, Portfolio Management, Product Launch, Sales Operations, Strategic Planning, Strategy, Valuation, Venture Capital, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Strathspey Crown LLC May 2012 - Present
Johnson & Johnson August 2010 - May 2012
Jorgensen Ventures September 2009 - August 2010
Allergan October 2006 - August 2009
BIOLASE April 2004 - October 2006
Needham & Company January 2002 - April 2004
Credit Suisse July 2000 - January 2002
Cigna Investment Management May 1999 - August 1999
Skills
Business Development, Business Strategy, Competitive Analysis, Corporate Development, Financial Analysis, Financial Modeling, Investment Banking, M, Marketing, Mergers, New Business Development, Portfolio Management, Product Launch, Sales Operations, Strategic Planning, Strategy, Valuation, Venture Capital, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jeffrey Posner's Needham & Company Experience August 2009 - Present
Job at Needham & Company
Industry Financial Services
Experience
Needham & Company August 2009 - Present
Stanford Group Company 2007 - 2009
Ryan Beck & Co. 2005 - 2007
Calyon 1997 - 2005
Vector Securities International 1995 - 1997
Sutro & Co. 1990 - 1995
PaineWebber 1986 - 1990
Skills
Institutional Sales, Equities, Syndicate, Hedge Funds, Equity Capital Markets, Valuation, Series 7, Capital Markets, Investment Banking, Equity Trading, Alternative Investments, Series 63, Bloomberg, Equity Research, Investments, Asset Management
Education
Tulane University 1982 — 1986
BA, Economics
Needham & Company August 2009 - Present
Stanford Group Company 2007 - 2009
Ryan Beck & Co. 2005 - 2007
Calyon 1997 - 2005
Vector Securities International 1995 - 1997
Sutro & Co. 1990 - 1995
PaineWebber 1986 - 1990
Skills
Institutional Sales, Equities, Syndicate, Hedge Funds, Equity Capital Markets, Valuation, Series 7, Capital Markets, Investment Banking, Equity Trading, Alternative Investments, Series 63, Bloomberg, Equity Research, Investments, Asset Management
Education
Tulane University 1982 — 1986
BA, Economics
Sharlene Herrera's Needham & Company Experience June 2008 - July 2010
Job Department Manager
Industry Retail
Experience
Nordstrom March 2013 - Present
Nordstrom April 2012 - February 2013
Nordstrom April 2011 - March 2012
Needham & Company June 2008 - July 2010
Skills
Retail Sales, Sales Management, Sales, Sales Hiring, Employee Training, Customer Service, Luxury Goods, Merchandising, Visual Merchandising, Inventory Management, Event Planning, Shoes, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Retail, Office Management, Microsoft Office, Fashion
Education
Mount Holyoke College 2005 — 2008
BA, Art History, French
Nordstrom March 2013 - Present
Nordstrom April 2012 - February 2013
Nordstrom April 2011 - March 2012
Needham & Company June 2008 - July 2010
Skills
Retail Sales, Sales Management, Sales, Sales Hiring, Employee Training, Customer Service, Luxury Goods, Merchandising, Visual Merchandising, Inventory Management, Event Planning, Shoes, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Retail, Office Management, Microsoft Office, Fashion
Education
Mount Holyoke College 2005 — 2008
BA, Art History, French
Patricia Hardina's Needham & Company Experience 2013 - Present
Job Managing Director, Institutional Equity Research Sales at Needham & Company
Industry Financial Services
Experience
Needham & Company 2013 - Present
Canaccord Genuity Inc. July 2009 - January 2013
Citigroup May 1987 - February 2009
Skills
Series 7, Series 63, Series 24
Education
University of Dayton 1983 — 1987
Bachelor of Science, Finance
Needham & Company 2013 - Present
Canaccord Genuity Inc. July 2009 - January 2013
Citigroup May 1987 - February 2009
Skills
Series 7, Series 63, Series 24
Education
University of Dayton 1983 — 1987
Bachelor of Science, Finance
Marc Fuller's Needham & Company Experience June 2011 - July 2013
Job Business Operations Strategy Lead
Industry Financial Services
Experience
Replicon August 2013 - Present
Needham & Company June 2011 - July 2013
Fisher Investments September 2010 - June 2011
Skills
Mergers, Private Equity, Finance, Management Consulting, Portfolio Management, Investment Banking, Financial Analysis, Financial Reporting, Forecasting, Management, Financial Modeling, Accounting, Analysis, Valuation, Strategic Planning, Business Planning, Business Development, Start-ups, Business Strategy, Mergers & Acquisitions, Equity Research
Education
Santa Clara University 2006 — 2010
B.S. Commerce, Finance, Graduated: Cum Laude
The Thacher School 2002 — 2006
Replicon August 2013 - Present
Needham & Company June 2011 - July 2013
Fisher Investments September 2010 - June 2011
Skills
Mergers, Private Equity, Finance, Management Consulting, Portfolio Management, Investment Banking, Financial Analysis, Financial Reporting, Forecasting, Management, Financial Modeling, Accounting, Analysis, Valuation, Strategic Planning, Business Planning, Business Development, Start-ups, Business Strategy, Mergers & Acquisitions, Equity Research
Education
Santa Clara University 2006 — 2010
B.S. Commerce, Finance, Graduated: Cum Laude
The Thacher School 2002 — 2006
James A. Simms's Needham & Company Experience 2007 - 2008
Job Chief Financial Officer, Vicor Corporation
Industry Electrical/Electronic Manufacturing
Experience
Vicor Corporation (NASDAQ:VICR) April 2008 - Present
PAR Technology Corporation (NYSE:PAR) 2001 - May 2014
Needham & Company 2007 - 2008
Janney Montgomery Scott 2004 - 2007
Adams, Harkness & Hill, Inc. 1997 - 2004
Skills
Executive Management, Financial Reporting, Financial Modeling, Corporate Governance, Corporate Finance, Capital Structure, Manufacturing Operations, Management Accounting, Cost Control, Corporate Tax, IR, International Operations, Strategic Planning, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Strategic Partnerships, Valuation Modeling, Regulatory Compliance, Securities Regulation, Enterprise IT..., Transfer Pricing, Treasury Management, New Business Development, Start-ups, Private Equity, Cross-functional Team..., Team Building, Product Development, Product Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
University of Virginia 1977 — 1981
BA
Vicor Corporation (NASDAQ:VICR) April 2008 - Present
PAR Technology Corporation (NYSE:PAR) 2001 - May 2014
Needham & Company 2007 - 2008
Janney Montgomery Scott 2004 - 2007
Adams, Harkness & Hill, Inc. 1997 - 2004
Skills
Executive Management, Financial Reporting, Financial Modeling, Corporate Governance, Corporate Finance, Capital Structure, Manufacturing Operations, Management Accounting, Cost Control, Corporate Tax, IR, International Operations, Strategic Planning, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Strategic Partnerships, Valuation Modeling, Regulatory Compliance, Securities Regulation, Enterprise IT..., Transfer Pricing, Treasury Management, New Business Development, Start-ups, Private Equity, Cross-functional Team..., Team Building, Product Development, Product Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
University of Virginia 1977 — 1981
BA
Michael Turrin, CFA's Needham & Company Experience December 2013 - February 2015
Job Equity Research at UBS
Industry Investment Banking
Experience
UBS February 2015 - Present
Needham & Company December 2013 - February 2015
Bivium Capital Partners January 2012 - December 2013
Morgan Stanley September 2011 - January 2012
Skills
Financial Modeling, Matlab, Data Analysis, Investments, Corporate Finance, Portfolio Management, Private Equity, Equity Research, Investment Research, Software, SaaS, Management Due Diligence, Investment Management, Competitive Analysis, Microsoft Excel, Engineering, Supply Chain Management, Product Management, Portfolio Optimization, Strategic Planning, Market Research, Quantitative Research, Valuation, Equities, Statistical Modeling, Due Diligence, Financial Analysis, Analytics, Asset Management, Strategy, Business Strategy, Quantitative Analytics, Economics, Venture Capital
Education
Stanford University 2010 — 2011
Master of Science (MS)
San Jose State University
B.S.
UBS February 2015 - Present
Needham & Company December 2013 - February 2015
Bivium Capital Partners January 2012 - December 2013
Morgan Stanley September 2011 - January 2012
Skills
Financial Modeling, Matlab, Data Analysis, Investments, Corporate Finance, Portfolio Management, Private Equity, Equity Research, Investment Research, Software, SaaS, Management Due Diligence, Investment Management, Competitive Analysis, Microsoft Excel, Engineering, Supply Chain Management, Product Management, Portfolio Optimization, Strategic Planning, Market Research, Quantitative Research, Valuation, Equities, Statistical Modeling, Due Diligence, Financial Analysis, Analytics, Asset Management, Strategy, Business Strategy, Quantitative Analytics, Economics, Venture Capital
Education
Stanford University 2010 — 2011
Master of Science (MS)
San Jose State University
B.S.
Gary Stefanski's Needham & Company Experience December 2014 - July 2015
Job Equity Trader at Millennium Management
Industry Financial Services
Experience
Millennium Management July 2015 - Present
Needham & Company December 2014 - July 2015
Nomura Securities October 2012 - November 2014
Nomura Securities April 2012 - November 2012
Nomura June 2010 - April 2012
The Orange Value Fund, LLC September 2009 - May 2010
The Orange Value Fund, LLC. September 2008 - August 2009
Skills
Capital IQ, Bloomberg, Financial Modeling, Equities, Fixed Income, Equity Research, Financial Analysis, Derivatives, Investment Banking, Hedge Funds, Value Investing, Valuation, Investments, Microsoft Excel, Capital Markets, Alternative Investments, Equity Valuation, Financial Markets, Private Equity, Quantitative Analytics, Corporate Finance, Portfolio Management, Trading, Bloomberg Terminal
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B/S, Finance, Accounting
Millennium Management July 2015 - Present
Needham & Company December 2014 - July 2015
Nomura Securities October 2012 - November 2014
Nomura Securities April 2012 - November 2012
Nomura June 2010 - April 2012
The Orange Value Fund, LLC September 2009 - May 2010
The Orange Value Fund, LLC. September 2008 - August 2009
Skills
Capital IQ, Bloomberg, Financial Modeling, Equities, Fixed Income, Equity Research, Financial Analysis, Derivatives, Investment Banking, Hedge Funds, Value Investing, Valuation, Investments, Microsoft Excel, Capital Markets, Alternative Investments, Equity Valuation, Financial Markets, Private Equity, Quantitative Analytics, Corporate Finance, Portfolio Management, Trading, Bloomberg Terminal
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
B/S, Finance, Accounting
Christine Hoffmann's Needham & Company Experience July 2007 - June 2008
Job VP, Markets Compliance at HSBC Securities
Industry Banking
Experience
HSBC Securities December 2013 - Present
Newedge August 2012 - December 2013
RBS November 2010 - August 2012
BGC Partners January 2010 - October 2010
Cantor Fitzgerald July 2008 - October 2010
Needham & Company July 2007 - June 2008
FINRA 2002 - 2007
National Stock Exchange 2002 - 2005
Skills
Securities, Series 7, Series 63, Trading, Bloomberg, Equities, FINRA, Equity Trading, AML, Alternative Investments, Bonds, Capital Markets, Electronic Trading, ETFs, Equity Derivatives, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Market Data, Investment Banking, Options, Series 24, Structured Products, Trading Systems, Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business
B.S, Finance
HSBC Securities December 2013 - Present
Newedge August 2012 - December 2013
RBS November 2010 - August 2012
BGC Partners January 2010 - October 2010
Cantor Fitzgerald July 2008 - October 2010
Needham & Company July 2007 - June 2008
FINRA 2002 - 2007
National Stock Exchange 2002 - 2005
Skills
Securities, Series 7, Series 63, Trading, Bloomberg, Equities, FINRA, Equity Trading, AML, Alternative Investments, Bonds, Capital Markets, Electronic Trading, ETFs, Equity Derivatives, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Market Data, Investment Banking, Options, Series 24, Structured Products, Trading Systems, Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business
B.S, Finance
Yong Bai's Needham & Company Experience May 1996 - September 2000
Job Senior Vice President at Summit Bank
Industry Banking
Experience
Summit Bank July 2013 - Present
Bank of the West October 2012 - July 2013
Summit Bank January 2004 - October 2012
S.G. Cowen Securities Corporation September 2000 - October 2003
Needham & Company May 1996 - September 2000
Education
Citibank Banking School 2001 — 2001
Certificate, Risk Management
University of California, Berkeley 1998 — 1998
Certificate, Accounting
Western Illinois University 1987 — 1989
M.A., Sociology
Shanghai University
B.A., Business Administration & English
Summit Bank July 2013 - Present
Bank of the West October 2012 - July 2013
Summit Bank January 2004 - October 2012
S.G. Cowen Securities Corporation September 2000 - October 2003
Needham & Company May 1996 - September 2000
Education
Citibank Banking School 2001 — 2001
Certificate, Risk Management
University of California, Berkeley 1998 — 1998
Certificate, Accounting
Western Illinois University 1987 — 1989
M.A., Sociology
Shanghai University
B.A., Business Administration & English
Susan Frauenhofer's Needham & Company Experience June 1994 - April 1995
Job
Industry Financial Services
Experience
GE Capital February 2014 - February 2015
People's United Bank October 2012 - January 2014
Ranieri Real Estate Partners January 2012 - March 2012
JPMorgan Chase December 2006 - January 2012
UBS Dillon Read September 2006 - December 2006
Lehmans Brothers June 2005 - March 2006
Goldman Sachs March 1999 - June 2005
USBancorp Piper Jaffray January 1996 - February 1999
Needham & Company June 1994 - April 1995
Education
New York Law School 2000 — 2004
Juris Doctor, Cum Laude
Skidmore College 1988 — 1992
Bachelor of Arts, Psychology
The Gunnery School 1984 — 1988
High School, General Studies
GE Capital February 2014 - February 2015
People's United Bank October 2012 - January 2014
Ranieri Real Estate Partners January 2012 - March 2012
JPMorgan Chase December 2006 - January 2012
UBS Dillon Read September 2006 - December 2006
Lehmans Brothers June 2005 - March 2006
Goldman Sachs March 1999 - June 2005
USBancorp Piper Jaffray January 1996 - February 1999
Needham & Company June 1994 - April 1995
Education
New York Law School 2000 — 2004
Juris Doctor, Cum Laude
Skidmore College 1988 — 1992
Bachelor of Arts, Psychology
The Gunnery School 1984 — 1988
High School, General Studies
Brian Leite's Needham & Company Experience 2005 - 2009
Job Vice President of Client Services at ModernIR
Industry Capital Markets
Experience
ModernIR July 2012 - Present
The Stock Trader's Dictionary 2012 - Present
Kaufman Bros. 2009 - 2012
Needham & Company 2005 - 2009
Bank of America 2000 - 2004
Wedbush Securities 1995 - 2000
Skills
Trading, Equities, Series 63, Bloomberg, Hedge Funds, Series 7, Equity Research, Equity Trading, FINRA, Economics, Securities, Trading Systems, Investor Relations, Investments, Financial Markets, Investment Banking, Electronic Trading, Market Structure, Market Microstructure, Market Making, Sales Trading
Education
University of Southern California 1992 — 1994
MA, Economics
University of California, Irvine 1985 — 1989
BA, Economics
ModernIR July 2012 - Present
The Stock Trader's Dictionary 2012 - Present
Kaufman Bros. 2009 - 2012
Needham & Company 2005 - 2009
Bank of America 2000 - 2004
Wedbush Securities 1995 - 2000
Skills
Trading, Equities, Series 63, Bloomberg, Hedge Funds, Series 7, Equity Research, Equity Trading, FINRA, Economics, Securities, Trading Systems, Investor Relations, Investments, Financial Markets, Investment Banking, Electronic Trading, Market Structure, Market Microstructure, Market Making, Sales Trading
Education
University of Southern California 1992 — 1994
MA, Economics
University of California, Irvine 1985 — 1989
BA, Economics
Matthew De Nicola's Needham & Company Experience March 2013 - Present
Job Operations Associate at Needham & Company
Industry Financial Services
Experience
Needham & Company March 2013 - Present
International Fund Services (Ireland) Ltd, A State Street Company March 2011 - March 2013
RBS Markets & International Banking October 2009 - December 2009
JPMorgan Hedge Fund Services March 2008 - March 2009
Skills
Front Office, Series 99, Middle Office, Equities, DTC, Settlement, Fund Administration, Hedge Funds, Bloomberg, Fund Accounting, Corporate Actions, Fixed Income, Swaps, Derivatives, Asset Management, Finance, Financial Analysis, Investment Banking, Investments, Alternative Investments
Education
Mercy College 2004 — 2007
Bachelor of Science (BS), Accounting and Finance
Needham & Company March 2013 - Present
International Fund Services (Ireland) Ltd, A State Street Company March 2011 - March 2013
RBS Markets & International Banking October 2009 - December 2009
JPMorgan Hedge Fund Services March 2008 - March 2009
Skills
Front Office, Series 99, Middle Office, Equities, DTC, Settlement, Fund Administration, Hedge Funds, Bloomberg, Fund Accounting, Corporate Actions, Fixed Income, Swaps, Derivatives, Asset Management, Finance, Financial Analysis, Investment Banking, Investments, Alternative Investments
Education
Mercy College 2004 — 2007
Bachelor of Science (BS), Accounting and Finance
Meg Himes's Needham & Company Experience 2002 - 2005
Job President 201516, Westport Young Woman's League
Industry Nonprofit Organization Management
Experience
Westport Young Woman's League 2013 - 2015
Westport Young Woman's League 2012 - 2014
Westport Country Playhouse 2005 - 2006
Needham & Company 2002 - 2005
Independant Consultant - Organization Systems 2001 - 2002
Morgan Stanley 1999 - 2001
Leafstone Staffing 1998 - 1999
Walt Disney World 1996 - 1998
Skills
Social Media, Investment Banking, Mutual Funds, Hedge Funds, Private Equity, Mergers & Acquisitions, Management, Event Management, Public Relations, Event Planning, Fundraising, Public Speaking, Social Media Marketing, Marketing
Education
University of Washington 1993 — 1995
Bachelor of Arts (B.A.)
New York University 1990 — 1992
Westport Young Woman's League 2013 - 2015
Westport Young Woman's League 2012 - 2014
Westport Country Playhouse 2005 - 2006
Needham & Company 2002 - 2005
Independant Consultant - Organization Systems 2001 - 2002
Morgan Stanley 1999 - 2001
Leafstone Staffing 1998 - 1999
Walt Disney World 1996 - 1998
Skills
Social Media, Investment Banking, Mutual Funds, Hedge Funds, Private Equity, Mergers & Acquisitions, Management, Event Management, Public Relations, Event Planning, Fundraising, Public Speaking, Social Media Marketing, Marketing
Education
University of Washington 1993 — 1995
Bachelor of Arts (B.A.)
New York University 1990 — 1992
Hanna Yu's Needham & Company Experience March 2007 - Present
Job Executive Assistant at Needham & Company
Industry Investment Banking
Experience
Needham & Company March 2007 - Present
Skills
Strategy
Education
University of Maryland College Park
Bachelor of Arts (B.A.)
Needham & Company March 2007 - Present
Skills
Strategy
Education
University of Maryland College Park
Bachelor of Arts (B.A.)
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