Northcoast Research
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Northcoast Research Employees
Employee
Years
Job
Industry
David Stehlik David Stehlik's Northcoast Research Experience October 2014 - May 2015
Job Internal Auditor Consumer Compliance at KeyBank
Industry Financial Services
Experience
KeyBank May 2015 - Present
Northcoast Research October 2014 - May 2015
Sherwin Williams May 2014 - October 2014
Transdermal cap, inc January 2013 - February 2014
U.S. Marine Corps 2010 - January 2011
U.S. Marine Corps 2004 - 2010
Skills
Operational Planning, Analysis, Recruiting, Command, Personnel Supervision, Intelligence Analysis, National Security, Intelligence, Operations Management, Management, Leadership, Supply Chain Management, Logistics Management, Organizational..., Information Assurance, Logistics, Financial Analysis, Finance, Microsoft Excel, Corporate Finance, Financial Modeling, Accounting, Microsoft Office
Education
Cleveland State University 2015 — 2016
Master of Business Administration (M.B.A.)
Baldwin-Wallace College 2012 — 2015
Bachelor’s Degree, Finance
KeyBank May 2015 - Present
Northcoast Research October 2014 - May 2015
Sherwin Williams May 2014 - October 2014
Transdermal cap, inc January 2013 - February 2014
U.S. Marine Corps 2010 - January 2011
U.S. Marine Corps 2004 - 2010
Skills
Operational Planning, Analysis, Recruiting, Command, Personnel Supervision, Intelligence Analysis, National Security, Intelligence, Operations Management, Management, Leadership, Supply Chain Management, Logistics Management, Organizational..., Information Assurance, Logistics, Financial Analysis, Finance, Microsoft Excel, Corporate Finance, Financial Modeling, Accounting, Microsoft Office
Education
Cleveland State University 2015 — 2016
Master of Business Administration (M.B.A.)
Baldwin-Wallace College 2012 — 2015
Bachelor’s Degree, Finance
Kevin Hocevar, CFA Kevin Hocevar, CFA's Northcoast Research Experience May 2011 - Present
Job Equity Research Analyst
Industry Capital Markets
Experience
Northcoast Research May 2011 - Present
KeyBank March 2009 - April 2011
AIG Retirement Services May 2008 - February 2009
Morgan Stanley Smith Barney June 2007 - April 2008
National City Bank 2004 - 2007
Skills
Investments, Equities, Industry Analysis, Securities, Series 7, CFA, Equity Research
Education
Cleveland State University 2005 — 2006
MBA
Bowling Green State University 2000 — 2004
Bachelors, Accounting
Northcoast Research May 2011 - Present
KeyBank March 2009 - April 2011
AIG Retirement Services May 2008 - February 2009
Morgan Stanley Smith Barney June 2007 - April 2008
National City Bank 2004 - 2007
Skills
Investments, Equities, Industry Analysis, Securities, Series 7, CFA, Equity Research
Education
Cleveland State University 2005 — 2006
MBA
Bowling Green State University 2000 — 2004
Bachelors, Accounting
Eric Linn Eric Linn's Northcoast Research Experience May 2009 - August 2011
Job Investor Relations Analyst at United States Steel Corporation
Industry Mining & Metals
Experience
United States Steel Corporation April 2014 - Present
United States Steel Corporation March 2012 - March 2014
United States Steel Corporation October 2011 - February 2012
Northcoast Research May 2009 - August 2011
FTN Midwest Securities January 2009 - May 2009
US Steel June 2007 - August 2007
Merrill Lynch February 2006 - May 2006
Education
Duquesne University 2006 — 2008
MBA, Finance
United States Steel Corporation April 2014 - Present
United States Steel Corporation March 2012 - March 2014
United States Steel Corporation October 2011 - February 2012
Northcoast Research May 2009 - August 2011
FTN Midwest Securities January 2009 - May 2009
US Steel June 2007 - August 2007
Merrill Lynch February 2006 - May 2006
Education
Duquesne University 2006 — 2008
MBA, Finance
Patrick Tarkey Patrick Tarkey's Northcoast Research Experience February 2014 - Present
Job John Carroll University
Industry Higher Education
Experience
Northcoast Research February 2014 - Present
Paragon Advisors 2013 - November 2013
Northcoast Research September 2012 - January 2013
Skills
Investments, Financial Markets, Hedge Funds, Due Diligence, Management, Microsoft Excel, Financial Risk, Financial Modeling, Equity Research, Valuation, Financial Analysis, Equities, Portfolio Management, Equity Valuation, Series 7, Economics
Education
John Carroll University 2009 — 2013
Bachelor's degree, Finance
Northcoast Research February 2014 - Present
Paragon Advisors 2013 - November 2013
Northcoast Research September 2012 - January 2013
Skills
Investments, Financial Markets, Hedge Funds, Due Diligence, Management, Microsoft Excel, Financial Risk, Financial Modeling, Equity Research, Valuation, Financial Analysis, Equities, Portfolio Management, Equity Valuation, Series 7, Economics
Education
John Carroll University 2009 — 2013
Bachelor's degree, Finance
Evan Barry Evan Barry's Northcoast Research Experience December 2013 - May 2014
Job Financial Planning Analyst at TravelCenters of America
Industry Financial Services
Experience
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
Tony Grisanti Tony Grisanti's Northcoast Research Experience January 2012 - March 2012
Job Investment Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments August 2014 - Present
PNC Investments July 2013 - August 2014
PNC Bank May 2013 - July 2013
PNC Bank June 2012 - July 2013
Northcoast Research January 2012 - March 2012
Kent State University August 2010 - June 2011
Education
Kent State University 2007 — 2011
Bachelor, Business Administration; Economics
Solon High School 2003 — 2007
PNC Investments August 2014 - Present
PNC Investments July 2013 - August 2014
PNC Bank May 2013 - July 2013
PNC Bank June 2012 - July 2013
Northcoast Research January 2012 - March 2012
Kent State University August 2010 - June 2011
Education
Kent State University 2007 — 2011
Bachelor, Business Administration; Economics
Solon High School 2003 — 2007
Collin Carpenter Collin Carpenter's Northcoast Research Experience January 2013 - June 2013
Job Financial Analyst at VGT
Industry Financial Services
Experience
VGT August 2014 - Present
Wunderlich Securities June 2013 - August 2014
Northcoast Research January 2013 - June 2013
AVONDALE PARTNERS LLC May 2012 - December 2012
Skills
Investments, Leadership, VBA, Microsoft Excel, Financial Modeling, Analysis, Equities, Social Media, Financial Analysis, Research
Education
Middle Tennessee State University 2008 — 2012
Bachelor of Business Administration Degree, Business Finance; Business Administration
VGT August 2014 - Present
Wunderlich Securities June 2013 - August 2014
Northcoast Research January 2013 - June 2013
AVONDALE PARTNERS LLC May 2012 - December 2012
Skills
Investments, Leadership, VBA, Microsoft Excel, Financial Modeling, Analysis, Equities, Social Media, Financial Analysis, Research
Education
Middle Tennessee State University 2008 — 2012
Bachelor of Business Administration Degree, Business Finance; Business Administration
Tyler Kenyon Tyler Kenyon's Northcoast Research Experience January 2013 - August 2013
Job Associate at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets August 2013 - Present
Northcoast Research January 2013 - August 2013
Northcoast Research July 2011 - December 2012
Education
John Carroll University 2010 — 2011
Master of Science (M.S.), Accounting
John Carroll University 2006 — 2010
BSBA, Accounting
Canisius High School 2002 — 2006
KeyBanc Capital Markets August 2013 - Present
Northcoast Research January 2013 - August 2013
Northcoast Research July 2011 - December 2012
Education
John Carroll University 2010 — 2011
Master of Science (M.S.), Accounting
John Carroll University 2006 — 2010
BSBA, Accounting
Canisius High School 2002 — 2006
Daniel Testa Daniel Testa's Northcoast Research Experience August 2012 - October 2012
Job Trade Analyst at The J.M. Smucker Company
Industry Food & Beverages
Experience
The J.M. Smucker Company August 2014 - Present
U.S. Air Force National Guard August 2006 - Present
Diebold January 2013 - August 2014
Northcoast Research August 2012 - October 2012
The Lubrizol Corporation November 2011 - August 2012
The University of Akron July 2010 - December 2011
Skills
Microsoft Excel, Financial Analysis, Time Management, PowerPoint, Microsoft Word, Access, Microsoft Office, Forecasting, Training, SAP, Excel, Financial Modeling, Accounting, Market Research, Teamwork, Customer Service, Event Planning, Word, Oracle, Microsoft Outlook, Journal Entries, Account Reconciliation, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Finance, Leadership, Data Analysis
Education
The University of Akron 2008 — 2012
Bachelor of Business Administration, Corporate Financial Management
Community College of the Air Force 2007 — 2011
Associate, Aircraft Maintenance
The J.M. Smucker Company August 2014 - Present
U.S. Air Force National Guard August 2006 - Present
Diebold January 2013 - August 2014
Northcoast Research August 2012 - October 2012
The Lubrizol Corporation November 2011 - August 2012
The University of Akron July 2010 - December 2011
Skills
Microsoft Excel, Financial Analysis, Time Management, PowerPoint, Microsoft Word, Access, Microsoft Office, Forecasting, Training, SAP, Excel, Financial Modeling, Accounting, Market Research, Teamwork, Customer Service, Event Planning, Word, Oracle, Microsoft Outlook, Journal Entries, Account Reconciliation, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Finance, Leadership, Data Analysis
Education
The University of Akron 2008 — 2012
Bachelor of Business Administration, Corporate Financial Management
Community College of the Air Force 2007 — 2011
Associate, Aircraft Maintenance
Nicholas Ghattas Nicholas Ghattas's Northcoast Research Experience July 2013 - August 2014
Job Analyst at Fundstrat Global Advisors
Industry Capital Markets
Experience
Fundstrat Global Advisors, LLC August 2014 - Present
Northcoast Research July 2013 - August 2014
KeyBanc Capital Markets May 2012 - July 2012
Globis Capital May 2011 - December 2011
Miami University Investment Banking Group January 2011 - December 2011
Brown Gibbons Lang & Company June 2010 - December 2010
Education
Miami University 2009 — 2013
Bachelor of Science, Finance
Fundstrat Global Advisors, LLC August 2014 - Present
Northcoast Research July 2013 - August 2014
KeyBanc Capital Markets May 2012 - July 2012
Globis Capital May 2011 - December 2011
Miami University Investment Banking Group January 2011 - December 2011
Brown Gibbons Lang & Company June 2010 - December 2010
Education
Miami University 2009 — 2013
Bachelor of Science, Finance
Eric Proszek Eric Proszek's Northcoast Research Experience April 2011 - April 2013
Job AVP, Internal Sales Consultant at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors August 2015 - Present
PNC Investments April 2013 - August 2015
Northcoast Research April 2011 - April 2013
American Portfolios May 2010 - January 2011
Education
Baldwin-Wallace College 2008 — 2012
BA, Finance
PNC Capital Advisors August 2015 - Present
PNC Investments April 2013 - August 2015
Northcoast Research April 2011 - April 2013
American Portfolios May 2010 - January 2011
Education
Baldwin-Wallace College 2008 — 2012
BA, Finance
Cody Cox Cody Cox's Northcoast Research Experience May 2013 - May 2014
Job Sr. Analyst, EIT FP&A at Cardinal Health
Industry Research
Experience
Cardinal Health June 2015 - Present
Cardinal Health June 2014 - June 2015
Northcoast Research May 2013 - May 2014
Spalding/Emig Company May 2012 - August 2012
Skills
Market Research, Financial Modeling, Financial Analysis, Microsoft Excel, Accounting, Equity Research, Data Analysis, Analysis, PowerPoint, Valuation, Market Analysis, Microsoft Office, Microsoft Word, Investments, Equities, Pricing Strategy, Pricing Analysis, Pricing Optimization, Market Pricing
Education
Case Western Reserve University 2011 — 2014
Bachelor's Degree, Finance, General
Case Western Reserve University 2011 — 2014
Minor, Economics
Cardinal Health June 2015 - Present
Cardinal Health June 2014 - June 2015
Northcoast Research May 2013 - May 2014
Spalding/Emig Company May 2012 - August 2012
Skills
Market Research, Financial Modeling, Financial Analysis, Microsoft Excel, Accounting, Equity Research, Data Analysis, Analysis, PowerPoint, Valuation, Market Analysis, Microsoft Office, Microsoft Word, Investments, Equities, Pricing Strategy, Pricing Analysis, Pricing Optimization, Market Pricing
Education
Case Western Reserve University 2011 — 2014
Bachelor's Degree, Finance, General
Case Western Reserve University 2011 — 2014
Minor, Economics
Dan Pioch Dan Pioch's Northcoast Research Experience May 2013 - August 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Northcoast Research May 2013 - August 2013
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
PwC September 2014 - Present
Northcoast Research May 2013 - August 2013
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
William Lockwood William Lockwood's Northcoast Research Experience April 2009 - January 2015
Job Institutional Equity Sales at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research April 2009 - January 2015
FTN Midwest Securities November 2004 - April 2009
Pepsico 1998 - 2004
United States Marine Corps 1992 - 1996
Skills
Finance, Strategic Financial..., Valuation, Business Strategy, Banking, Relationship Management, Portfolio Management, Risk Management, Financial Modeling, Investments, Derivatives
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy
Kenyon College 1987 — 1991
BA, Economics
New Trier High School 1983 — 1987
Northcoast Research April 2009 - January 2015
FTN Midwest Securities November 2004 - April 2009
Pepsico 1998 - 2004
United States Marine Corps 1992 - 1996
Skills
Finance, Strategic Financial..., Valuation, Business Strategy, Banking, Relationship Management, Portfolio Management, Risk Management, Financial Modeling, Investments, Derivatives
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy
Kenyon College 1987 — 1991
BA, Economics
New Trier High School 1983 — 1987
Lloyd O'Carroll, CFA Lloyd O'Carroll, CFA's Northcoast Research Experience February 2014 - June 2015
Job Senior Analyst at CRU (Commodities Research Unit)
Industry Financial Services
Experience
CRU (Commodities Research Unit) September 2015 - Present
Northcoast Research February 2014 - June 2015
To Be Determined November 2013 - February 2014
Davenport & Company LLC November 2005 - November 2013
Davenport & Company LLC November 2005 - November 2013
Reynolds Metals Company November 1978 - August 1997
Skills
Metals, Strategic Planning, Equity Research, Mining, Investments, Steel, Gold, Trading, Equities, Economics, Commodity, Aluminum, Mergers & Acquisitions, Financial Modeling, Commodity Markets, Hedging, Hedge Funds, Securities, Capital Markets, Bloomberg, Valuation, Asset Management, Alternative Investments, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Derivatives, Asset Allocation, Investment Management, Due Diligence, Bonds, Investment Strategies, Analysis, Equity Valuation, Economic Research, Aluminum Alloys
Education
North Carolina State University 1965 — 1969
BA,MA, Economics
Governor's School of North Carolina
Chemistry
CRU (Commodities Research Unit) September 2015 - Present
Northcoast Research February 2014 - June 2015
To Be Determined November 2013 - February 2014
Davenport & Company LLC November 2005 - November 2013
Davenport & Company LLC November 2005 - November 2013
Reynolds Metals Company November 1978 - August 1997
Skills
Metals, Strategic Planning, Equity Research, Mining, Investments, Steel, Gold, Trading, Equities, Economics, Commodity, Aluminum, Mergers & Acquisitions, Financial Modeling, Commodity Markets, Hedging, Hedge Funds, Securities, Capital Markets, Bloomberg, Valuation, Asset Management, Alternative Investments, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Derivatives, Asset Allocation, Investment Management, Due Diligence, Bonds, Investment Strategies, Analysis, Equity Valuation, Economic Research, Aluminum Alloys
Education
North Carolina State University 1965 — 1969
BA,MA, Economics
Governor's School of North Carolina
Chemistry
Eileen Read Eileen Read's Northcoast Research Experience March 2012 - December 2014
Job Managing Director, Institutional Sales
Industry Financial Services
Experience
Detwiler Fenton June 2015 - Present
Burke & Quick Partners LLC December 2014 - June 2015
Northcoast Research March 2012 - December 2014
ABR Investment Strategy August 2011 - March 2012
Soleil Securities November 2008 - July 2011
C.E. Unterberg, Towbin June 2000 - November 2008
Skills
Series 7, Equity Research, Equities, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Asset Management, Capital Markets, Securities, Series 63, Mutual Funds, Portfolio Management, Valuation, Financial Modeling, Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
Mba, Finance
College of the Holy Cross 1989 — 1993
Bachelor of Arts (B.A.), English
Sacred Heart Academy 1985 — 1989
Sacred Heart Academy
Sacred Heart Academy
Sacred Heart Academy
Detwiler Fenton June 2015 - Present
Burke & Quick Partners LLC December 2014 - June 2015
Northcoast Research March 2012 - December 2014
ABR Investment Strategy August 2011 - March 2012
Soleil Securities November 2008 - July 2011
C.E. Unterberg, Towbin June 2000 - November 2008
Skills
Series 7, Equity Research, Equities, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Asset Management, Capital Markets, Securities, Series 63, Mutual Funds, Portfolio Management, Valuation, Financial Modeling, Management
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
Mba, Finance
College of the Holy Cross 1989 — 1993
Bachelor of Arts (B.A.), English
Sacred Heart Academy 1985 — 1989
Sacred Heart Academy
Sacred Heart Academy
Sacred Heart Academy
Blake Furgerson's Northcoast Research Experience August 2011 - December 2012
Job Financial Advisor at Robert W. Baird & Co. , Partner at The Nicholson Metz Davis Group, Baird PIM Group
Industry Investment Management
Experience
Robert W. Baird & Co. March 2014 - Present
The First Tee January 2014 - Present
Robert W. Baird & Co. December 2012 - December 2013
Northcoast Research August 2011 - December 2012
Roulston Research January 2011 - May 2011
John Carroll University January 2008 - May 2008
Dick's Sporting Goods September 2007 - January 2008
IMG February 2005 - May 2005
Skills
Financial Modeling, Investments, Market Research, Financial Analysis, Forecasting, Trend Analysis, Valuation, CRM, Competitive Analysis, Economics, Equity Valuation, Portfolio Management, Golf, Project Management, Business Strategy, Industry Research, SEC filings, Financial Markets, Financial Reporting, Business Opportunity..., Value Investing, Data Mining, Marketing, Advertising, Social Media, Statistics, Technical Analysis, Presentations, Problem Solving, Idea Generation, NPV, Microsoft Excel, Microsoft Office, Stock Market, Stock Market Analysis, Commodity Pricing, Commodity Markets, Economic Research, Corporate Strategy..., Corporate Development, Project Initiation, Revenue Modeling, Investment Strategies, Business Planning, Business Analysis, Business Networking, Experienced Traveler, Managed Futures, Chart Analysis, Portfolio Performance...
Education
John Carroll University 2008 — 2011
MBA - Finance, Cum Laude
Loyola University in Maryland 2005 — 2007
St. Edward High School 2001 — 2005
High School Graduate
Robert W. Baird & Co. March 2014 - Present
The First Tee January 2014 - Present
Robert W. Baird & Co. December 2012 - December 2013
Northcoast Research August 2011 - December 2012
Roulston Research January 2011 - May 2011
John Carroll University January 2008 - May 2008
Dick's Sporting Goods September 2007 - January 2008
IMG February 2005 - May 2005
Skills
Financial Modeling, Investments, Market Research, Financial Analysis, Forecasting, Trend Analysis, Valuation, CRM, Competitive Analysis, Economics, Equity Valuation, Portfolio Management, Golf, Project Management, Business Strategy, Industry Research, SEC filings, Financial Markets, Financial Reporting, Business Opportunity..., Value Investing, Data Mining, Marketing, Advertising, Social Media, Statistics, Technical Analysis, Presentations, Problem Solving, Idea Generation, NPV, Microsoft Excel, Microsoft Office, Stock Market, Stock Market Analysis, Commodity Pricing, Commodity Markets, Economic Research, Corporate Strategy..., Corporate Development, Project Initiation, Revenue Modeling, Investment Strategies, Business Planning, Business Analysis, Business Networking, Experienced Traveler, Managed Futures, Chart Analysis, Portfolio Performance...
Education
John Carroll University 2008 — 2011
MBA - Finance, Cum Laude
Loyola University in Maryland 2005 — 2007
St. Edward High School 2001 — 2005
High School Graduate
Ryan Augustitus Ryan Augustitus's Northcoast Research Experience August 2011 - February 2015
Job at
Industry Financial Services
Experience
Mexichem Specialty Resins Inc March 2015 - Present
Northcoast Research August 2011 - February 2015
Western & Southern Financial Group May 2011 - August 2011
Auditor of State - Ohio May 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Series 7, Series 63, Portfolio Management, Corporate Finance, Financial Markets
Education
Ashland University 2007 — 2011
Bachelors of Science in Business Administration, Accounting, Finance
Mexichem Specialty Resins Inc March 2015 - Present
Northcoast Research August 2011 - February 2015
Western & Southern Financial Group May 2011 - August 2011
Auditor of State - Ohio May 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Series 7, Series 63, Portfolio Management, Corporate Finance, Financial Markets
Education
Ashland University 2007 — 2011
Bachelors of Science in Business Administration, Accounting, Finance
Christopher Farnham Christopher Farnham's Northcoast Research Experience October 2014 - Present
Job Equity Research Associate at Northcoast Research
Industry Financial Services
Experience
Northcoast Research October 2014 - Present
Stifel Nicolaus May 2014 - Present
Skills
Financial Analysis, Financial Modeling, Finance, Bloomberg
Education
Miami University 2010 — 2014
Bachelor's degree, Finance, General
Bay High School
Northcoast Research October 2014 - Present
Stifel Nicolaus May 2014 - Present
Skills
Financial Analysis, Financial Modeling, Finance, Bloomberg
Education
Miami University 2010 — 2014
Bachelor's degree, Finance, General
Bay High School
Alex Bisson, CFA Alex Bisson, CFA's Northcoast Research Experience April 2009 - May 2011
Job Capital Strategy Manager at Ford Motor Company
Industry Facilities Services
Experience
Ford Motor Company August 2015 - Present
Ford Motor Company March 2015 - August 2015
Ford Motor Company July 2014 - March 2015
Ford Motor Company July 2013 - June 2014
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Ford Motor Company May 2012 - August 2012
Northcoast Research April 2009 - May 2011
FTN Midwest August 2006 - April 2009
Skills
Asset Managment, Asset Management, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Management, Equity Research, Bloomberg, Data Analysis, Equities, Mergers, Investments, Project Management, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
John Carroll University 2002 — 2006
BA, Economics
Poland Seminary High School
Ford Motor Company August 2015 - Present
Ford Motor Company March 2015 - August 2015
Ford Motor Company July 2014 - March 2015
Ford Motor Company July 2013 - June 2014
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Ford Motor Company May 2012 - August 2012
Northcoast Research April 2009 - May 2011
FTN Midwest August 2006 - April 2009
Skills
Asset Managment, Asset Management, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Management, Equity Research, Bloomberg, Data Analysis, Equities, Mergers, Investments, Project Management, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
John Carroll University 2002 — 2006
BA, Economics
Poland Seminary High School
Frank Lauria's Northcoast Research Experience May 2011 - October 2011
Job Account Manager at Hyland
Industry Computer Software
Experience
Hyland, creator of OnBase May 2014 - Present
Hyland, creator of OnBase October 2011 - May 2014
Northcoast Research May 2011 - October 2011
KeyBank May 2010 - May 2011
KPMG LLP August 2008 - May 2010
KPMG LLP January 2007 - March 2007
Education
John Carroll University 2004 — 2008
BSBA, Accountancy
John Carroll University 2008 — 2010
MBA, General MBA
Hyland, creator of OnBase May 2014 - Present
Hyland, creator of OnBase October 2011 - May 2014
Northcoast Research May 2011 - October 2011
KeyBank May 2010 - May 2011
KPMG LLP August 2008 - May 2010
KPMG LLP January 2007 - March 2007
Education
John Carroll University 2004 — 2008
BSBA, Accountancy
John Carroll University 2008 — 2010
MBA, General MBA
Saul Ludwig Saul Ludwig's Northcoast Research Experience April 2010 - May 2013
Job President at Saul Ludwig Consulting
Industry Financial Services
Experience
Saul Ludwig Consulting April 2015 - Present
Northcoast Research April 2010 - May 2013
KeyBank September 1995 - April 2010
Skills
Series 63, Series 7, Portfolio Management, Capital Markets, Securities, Asset Management, Hedge Funds, FINRA, Valuation, Equity Research, Strategic Financial..., Financial Modeling, Investment Management, Financial Markets, Financial Analysis, Risk Management, Wealth Management, Alternative Investments, Fixed Income, Equities
Education
UCLA Anderson School of Management 1964 — 1966
MBA, Finance
Case Institute ofTechnology 1956 — 1960
BSEE, Electrical, Electronics and Communications Engineering
Saul Ludwig Consulting April 2015 - Present
Northcoast Research April 2010 - May 2013
KeyBank September 1995 - April 2010
Skills
Series 63, Series 7, Portfolio Management, Capital Markets, Securities, Asset Management, Hedge Funds, FINRA, Valuation, Equity Research, Strategic Financial..., Financial Modeling, Investment Management, Financial Markets, Financial Analysis, Risk Management, Wealth Management, Alternative Investments, Fixed Income, Equities
Education
UCLA Anderson School of Management 1964 — 1966
MBA, Finance
Case Institute ofTechnology 1956 — 1960
BSEE, Electrical, Electronics and Communications Engineering
James Trey Morrish James Trey Morrish's Northcoast Research Experience August 2013 - October 2013
Job Analyst Equity Research
Industry Financial Services
Experience
Barclays Investment Bank October 2014 - Present
Citigroup October 2013 - September 2014
Northcoast Research August 2013 - October 2013
Young Life August 2008 - May 2012
Black Diamond Performance Reporting, LLC May 2011 - August 2011
Young Life August 2006 - May 2008
Skills
Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Capital IQ, Crystal Ball
Education
The Ohio State University 2012 — 2013
Specialized Masters in Business Finance, Investment Management
University of North Florida - College of Business Administration 2008 — 2012
BBA, Finance & Economics
Barclays Investment Bank October 2014 - Present
Citigroup October 2013 - September 2014
Northcoast Research August 2013 - October 2013
Young Life August 2008 - May 2012
Black Diamond Performance Reporting, LLC May 2011 - August 2011
Young Life August 2006 - May 2008
Skills
Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Capital IQ, Crystal Ball
Education
The Ohio State University 2012 — 2013
Specialized Masters in Business Finance, Investment Management
University of North Florida - College of Business Administration 2008 — 2012
BBA, Finance & Economics
Kameron Chones's Northcoast Research Experience August 2009 - July 2011
Job Assistant Camera at Freelance
Industry Entertainment
Experience
CORE Media Group Inc. February 2015 - Present
High Noon Entertainment April 2014 - January 2015
Longbow Research July 2011 - December 2013
Northcoast Research August 2009 - July 2011
Smith Barney September 2007 - July 2009
Bialosky + Partners Architects June 2006 - August 2006
J. Chones Basketball Camps 1998 - 2006
Design Collective, Inc. 2003 - 2003
Skills
Series 63, Investments, Wealth Management, Series 7, Equities, Portfolio Management, Valuation, Equity Research, Hedge Funds, Finance, Financial Modeling
Education
Brown University 2003 — 2007
BA, Architectural Studies
Orange High School
Western Reserve Academy
CORE Media Group Inc. February 2015 - Present
High Noon Entertainment April 2014 - January 2015
Longbow Research July 2011 - December 2013
Northcoast Research August 2009 - July 2011
Smith Barney September 2007 - July 2009
Bialosky + Partners Architects June 2006 - August 2006
J. Chones Basketball Camps 1998 - 2006
Design Collective, Inc. 2003 - 2003
Skills
Series 63, Investments, Wealth Management, Series 7, Equities, Portfolio Management, Valuation, Equity Research, Hedge Funds, Finance, Financial Modeling
Education
Brown University 2003 — 2007
BA, Architectural Studies
Orange High School
Western Reserve Academy
Craig Barrus Craig Barrus's Northcoast Research Experience May 2013 - August 2013
Job Advisory Staff at EY
Industry Management Consulting
Experience
Northcoast Research May 2013 - August 2013
Storage Squad April 2013 - August 2013
Skills
Data Analysis, Corporate Finance, Consulting, Team Leadership, Research, Microsoft Excel, Microsoft Office, Data Entry, Data Mining, Data Modeling, Tutoring, PowerPoint, Bloomberg, Nonprofits, Market Analysis, Inventory Management, Marketing, Time Management
Education
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Finance, Corporate
Siena Italian Studies 2014 — 2014
Italian Language
Strongsville High School 2007 — 2011
Northcoast Research May 2013 - August 2013
Storage Squad April 2013 - August 2013
Skills
Data Analysis, Corporate Finance, Consulting, Team Leadership, Research, Microsoft Excel, Microsoft Office, Data Entry, Data Mining, Data Modeling, Tutoring, PowerPoint, Bloomberg, Nonprofits, Market Analysis, Inventory Management, Marketing, Time Management
Education
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Finance, Corporate
Siena Italian Studies 2014 — 2014
Italian Language
Strongsville High School 2007 — 2011
Matt Lopuchovsky's Northcoast Research Experience August 2012 - December 2012
Job Billing Analyst at Laughlin Constable
Industry Investment Management
Experience
Laughlin Constable July 2015 - Present
Crossfit 414 May 2014 - Present
U.S. Bank July 2014 - July 2015
U.S. Bank April 2013 - July 2014
Northcoast Research August 2012 - December 2012
Mayfield Sandridge Country Club June 2011 - August 2011
California Pizza Kitchen June 2010 - December 2010
Skills
Sales, Microsoft Office, Mutual Funds, Customer Service, CrossFit, Accounting, Finance, PowerPoint, Microsoft Excel, Social Media, Leadership, Time Management, Public Speaking
Education
University of Wisconsin-Milwaukee 2015 — 2017
Master of Business Administration (MBA)
John Carroll University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Laughlin Constable July 2015 - Present
Crossfit 414 May 2014 - Present
U.S. Bank July 2014 - July 2015
U.S. Bank April 2013 - July 2014
Northcoast Research August 2012 - December 2012
Mayfield Sandridge Country Club June 2011 - August 2011
California Pizza Kitchen June 2010 - December 2010
Skills
Sales, Microsoft Office, Mutual Funds, Customer Service, CrossFit, Accounting, Finance, PowerPoint, Microsoft Excel, Social Media, Leadership, Time Management, Public Speaking
Education
University of Wisconsin-Milwaukee 2015 — 2017
Master of Business Administration (MBA)
John Carroll University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Samuel Snyder Samuel Snyder's Northcoast Research Experience May 2014 - Present
Job Equity Research Associate at Northcoast Research
Industry Financial Services
Experience
Northcoast Research May 2014 - Present
TIAA-CREF November 2012 - August 2013
Roulston Research June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Public Speaking, Microsoft Word, Equity Research, FactSet, Financial Writing, Channel Checks, Financial Modeling, Finance, Strategic Financial..., PowerPoint, Forecasting, Strategic Planning, Accounting, Customer Service, Bloomberg, Marketing, Financial Reporting, Analysis, Access, Corporate Finance
Education
The Ohio State University 2009 — 2014
Bachelor's Degree, Finance
Northcoast Research May 2014 - Present
TIAA-CREF November 2012 - August 2013
Roulston Research June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Financial Analysis, Leadership, Public Speaking, Microsoft Word, Equity Research, FactSet, Financial Writing, Channel Checks, Financial Modeling, Finance, Strategic Financial..., PowerPoint, Forecasting, Strategic Planning, Accounting, Customer Service, Bloomberg, Marketing, Financial Reporting, Analysis, Access, Corporate Finance
Education
The Ohio State University 2009 — 2014
Bachelor's Degree, Finance
Joe Drake Joe Drake's Northcoast Research Experience May 2012 - December 2012
Job Chief Financial Officer at Arbor healthcare
Industry Hospital & Health Care
Experience
Arbor healthcare April 2015 - Present
Stephens Inc. January 2013 - April 2015
Northcoast Research May 2012 - December 2012
Morgan Keegan May 2007 - April 2012
Bailey Southwell & Co. March 2007 - May 2007
Skills
Strategic Planning, Financial Modeling, Equity Research, Due Diligence, Analysis, Finance, Portfolio Management, Series 7, Mutual Funds, Entrepreneurship, Investment Banking
Education
Belmont University 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Arbor healthcare April 2015 - Present
Stephens Inc. January 2013 - April 2015
Northcoast Research May 2012 - December 2012
Morgan Keegan May 2007 - April 2012
Bailey Southwell & Co. March 2007 - May 2007
Skills
Strategic Planning, Financial Modeling, Equity Research, Due Diligence, Analysis, Finance, Portfolio Management, Series 7, Mutual Funds, Entrepreneurship, Investment Banking
Education
Belmont University 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Sean Egan Sean Egan's Northcoast Research Experience July 2013 - September 2013
Job Senior Equity Research Associate at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets September 2013 - Present
Northcoast Research July 2013 - September 2013
Northcoast Research January 2012 - July 2013
Northcoast Research August 2011 - January 2012
Skills
Research, Financial Modeling, Economics, Equity Valuation, Market Research, Financial Forecasting, Trend Analysis, Technical Writing, Data Analysis, Report Writing
Education
University of Wisconsin-Madison 2009 — 2011
Master of Arts, Journalism, 2011
University of Colorado at Boulder 2005 — 2009
Bachelor of Science, Journalism, 2009
KeyBanc Capital Markets February 2015 - Present
KeyBanc Capital Markets September 2013 - Present
Northcoast Research July 2013 - September 2013
Northcoast Research January 2012 - July 2013
Northcoast Research August 2011 - January 2012
Skills
Research, Financial Modeling, Economics, Equity Valuation, Market Research, Financial Forecasting, Trend Analysis, Technical Writing, Data Analysis, Report Writing
Education
University of Wisconsin-Madison 2009 — 2011
Master of Arts, Journalism, 2011
University of Colorado at Boulder 2005 — 2009
Bachelor of Science, Journalism, 2009
Kendall Mahon's Northcoast Research Experience January 2015 - March 2015
Job Financial Analyst at Southeastern Grocers
Industry Financial Services
Experience
Southeastern Grocers April 2015 - Present
Northcoast Research January 2015 - March 2015
Northcoast Research May 2014 - December 2014
Case Western Reserve University July 2013 - May 2014
Robert W. Baird & Co. May 2013 - July 2013
Alcoa June 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Data Analysis, Auditing, Microsoft Word, Event Planning, Customer Service, Research, Social Media, Public Speaking, Access, Fundraising, Facebook, Accounting
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2014
Master's degree, Finance, General
The Ohio State University 2009 — 2012
BSBA, Finance
Hudson High School
Hudson High School
Southeastern Grocers April 2015 - Present
Northcoast Research January 2015 - March 2015
Northcoast Research May 2014 - December 2014
Case Western Reserve University July 2013 - May 2014
Robert W. Baird & Co. May 2013 - July 2013
Alcoa June 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Data Analysis, Auditing, Microsoft Word, Event Planning, Customer Service, Research, Social Media, Public Speaking, Access, Fundraising, Facebook, Accounting
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2014
Master's degree, Finance, General
The Ohio State University 2009 — 2012
BSBA, Finance
Hudson High School
Hudson High School
Jamie Dunford Jamie Dunford's Northcoast Research Experience September 2011 - October 2012
Job Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company May 2015 - Present
Candlewood Partners, LLC August 2014 - May 2015
PNC February 2013 - August 2014
Northcoast Research September 2011 - October 2012
MAI Wealth Advisors, LLC June 2011 - August 2011
Golden Griffin Fund LLC May 2010 - May 2011
UBS Wealth Management May 2010 - August 2010
Education
Canisius College 2007 — 2011
BS, Finance, Economics
St. Ignatius High School 2003 — 2007
Brown Gibbons Lang & Company May 2015 - Present
Candlewood Partners, LLC August 2014 - May 2015
PNC February 2013 - August 2014
Northcoast Research September 2011 - October 2012
MAI Wealth Advisors, LLC June 2011 - August 2011
Golden Griffin Fund LLC May 2010 - May 2011
UBS Wealth Management May 2010 - August 2010
Education
Canisius College 2007 — 2011
BS, Finance, Economics
St. Ignatius High School 2003 — 2007
Matthew McCartney Matthew McCartney's Northcoast Research Experience April 2015 - Present
Job Equity Research Associate at Northcoast Research
Industry Research
Experience
Northcoast Research April 2015 - Present
Ohio House of Representatives October 2014 - April 2015
Northcoast Research May 2014 - August 2014
Perfection packaging May 2013 - August 2013
Skills
Research, Databases, Equity Research, Economics, Valuation, Financial Modeling, Equities, Investments, Capital Markets, Financial Analysis, Hedge Funds, Analysis, Market Research, Competitive Analysis, Securities, Microsoft Excel, Microsoft Word, Microsoft Office
Education
The Ohio State University 2010 — 2015
Bachelor's Degree, Economics
Northcoast Research April 2015 - Present
Ohio House of Representatives October 2014 - April 2015
Northcoast Research May 2014 - August 2014
Perfection packaging May 2013 - August 2013
Skills
Research, Databases, Equity Research, Economics, Valuation, Financial Modeling, Equities, Investments, Capital Markets, Financial Analysis, Hedge Funds, Analysis, Market Research, Competitive Analysis, Securities, Microsoft Excel, Microsoft Word, Microsoft Office
Education
The Ohio State University 2010 — 2015
Bachelor's Degree, Economics
James Cocita James Cocita's Northcoast Research Experience December 2010 - April 2013
Job Associate at Brown Gibbons Lang & Company
Industry Investment Management
Experience
Brown Gibbons Lang & Company May 2015 - Present
Candlewood Partners, LLC May 2013 - May 2015
Northcoast Research December 2010 - April 2013
Libman, Goldstine, Kopperman & Wolfe January 2010 - April 2010
Cunningham & Associates January 2009 - April 2009
IMG June 2008 - August 2008
Skills
Accounting, Tax, Financial Modeling, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Forecasting, Microsoft Office, Access, Valuation, Analysis, Series 7, Series 63, Series 86, Series 87, Financial Markets, Finance, Equity Research
Education
John Carroll University 2009 — 2011
MBA, Accounting
John Carroll University 2004 — 2009
Bachelors, Accounting
Brown Gibbons Lang & Company May 2015 - Present
Candlewood Partners, LLC May 2013 - May 2015
Northcoast Research December 2010 - April 2013
Libman, Goldstine, Kopperman & Wolfe January 2010 - April 2010
Cunningham & Associates January 2009 - April 2009
IMG June 2008 - August 2008
Skills
Accounting, Tax, Financial Modeling, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Forecasting, Microsoft Office, Access, Valuation, Analysis, Series 7, Series 63, Series 86, Series 87, Financial Markets, Finance, Equity Research
Education
John Carroll University 2009 — 2011
MBA, Accounting
John Carroll University 2004 — 2009
Bachelors, Accounting
Brendan Hardin's Northcoast Research Experience May 2013 - Present
Job Equity Research Associate at Northcoast Research
Industry Financial Services
Experience
Northcoast Research May 2013 - Present
Northcoast Research May 2012 - August 2012
Marathon Petroleum Company January 2012 - May 2012
Skills
Equity Research, Financial Analysis, Financial Modeling, Analysis, Finance, Accounting, Access, Microsoft Word, Management, PowerPoint, Training, Banking, Financial Services
Education
Ohio Northern University 2009 — 2013
Bachelors of Science in Business Administration, Finance, General
New Philadelphia High School 2005 — 2009
Northcoast Research May 2013 - Present
Northcoast Research May 2012 - August 2012
Marathon Petroleum Company January 2012 - May 2012
Skills
Equity Research, Financial Analysis, Financial Modeling, Analysis, Finance, Accounting, Access, Microsoft Word, Management, PowerPoint, Training, Banking, Financial Services
Education
Ohio Northern University 2009 — 2013
Bachelors of Science in Business Administration, Finance, General
New Philadelphia High School 2005 — 2009
Matt Lower Matt Lower's Northcoast Research Experience August 2009 - Present
Job Senior Vice President, Sales at Northcoast Research
Industry Financial Services
Experience
Northcoast Research August 2009 - Present
KeyBanc Capital Markets December 2008 - August 2009
FTN Midwest Securities June 2006 - December 2008
Skills
Series 7, Equities, Series 63, Financial Analysis, Investments, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Mutual Funds, Capital Markets
Education
John Carroll University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Northcoast Research August 2009 - Present
KeyBanc Capital Markets December 2008 - August 2009
FTN Midwest Securities June 2006 - December 2008
Skills
Series 7, Equities, Series 63, Financial Analysis, Investments, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Mutual Funds, Capital Markets
Education
John Carroll University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Kara Kavanaugh, M.T., CPA Kara Kavanaugh, M.T., CPA's Northcoast Research Experience October 2014 - Present
Job Research Associate at Northcoast Research
Industry Accounting
Experience
Northcoast Research October 2014 - Present
PwC July 2014 - October 2014
PwC September 2011 - June 2014
Skills
Tax, Financial Reporting, CPA, Financial Analysis, Accounting, Corporate Tax, US GAAP, Internal Controls, GAAP, Microsoft Office
Education
University of Denver 2010 — 2011
M.T., Taxation
John Carroll University 2006 — 2010
BSBA, Accounting
Northcoast Research October 2014 - Present
PwC July 2014 - October 2014
PwC September 2011 - June 2014
Skills
Tax, Financial Reporting, CPA, Financial Analysis, Accounting, Corporate Tax, US GAAP, Internal Controls, GAAP, Microsoft Office
Education
University of Denver 2010 — 2011
M.T., Taxation
John Carroll University 2006 — 2010
BSBA, Accounting
Faheem Sabeiha Faheem Sabeiha's Northcoast Research Experience November 2011 - August 2013
Job Equity Analyst at Longbow Research
Industry Financial Services
Experience
Longbow Research August 2013 - Present
Northcoast Research November 2011 - August 2013
Willis Group Holdings May 2008 - June 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Analysis, Mutual Funds, Finance, Economics, Portfolio Management, Due Diligence, Strategic Financial..., Investments, Competitive Analysis
Education
Cleveland State University 2009 — 2011
Master, Business Administration; Business Administration
Cleveland State University
Bachelor, Business Administration; Finance
Longbow Research August 2013 - Present
Northcoast Research November 2011 - August 2013
Willis Group Holdings May 2008 - June 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Analysis, Mutual Funds, Finance, Economics, Portfolio Management, Due Diligence, Strategic Financial..., Investments, Competitive Analysis
Education
Cleveland State University 2009 — 2011
Master, Business Administration; Business Administration
Cleveland State University
Bachelor, Business Administration; Finance
Manuela Francavilla Manuela Francavilla's Northcoast Research Experience June 2012 - June 2012
Job Italian Translator (EN, SP, FR > IT)
Industry Translation and Localization
Experience
Manuela Francavilla June 2012 - Present
Tenant Resource Center May 2014 - May 2015
Italian Workmen's Club September 2013 - May 2014
Literacy Network September 2012 - May 2014
Manuela Francavilla June 2012 - May 2014
Madison Area Technical College March 2011 - May 2014
Freelance Editing August 2012 - August 2012
Northcoast Research June 2012 - June 2012
University of Wisconsin-Madison September 2011 - March 2012
University of Wisconsin-Madison August 2005 - May 2009
Skills
Translation, Teaching, Spanish, Italian, French, English, editing, Proofreading, Editing, Foreign Languages, Journalism, Literature, Research, Intercultural..., Language Teaching
Education
University of Wisconsin
Master’s degree, Liberal Arts; Italian Language and Literature
Creative Writing. Madison Area Technical College
Università degli Studi di Torino 1996 — 2003
BA+MA, Spanish and French Languages and Literatures
Universidad de Oviedo, Spain 2000 — 2001
ERASMUS
Composition I. Madison Area Technical College
English I. Madison Area Technical College
Manuela Francavilla June 2012 - Present
Tenant Resource Center May 2014 - May 2015
Italian Workmen's Club September 2013 - May 2014
Literacy Network September 2012 - May 2014
Manuela Francavilla June 2012 - May 2014
Madison Area Technical College March 2011 - May 2014
Freelance Editing August 2012 - August 2012
Northcoast Research June 2012 - June 2012
University of Wisconsin-Madison September 2011 - March 2012
University of Wisconsin-Madison August 2005 - May 2009
Skills
Translation, Teaching, Spanish, Italian, French, English, editing, Proofreading, Editing, Foreign Languages, Journalism, Literature, Research, Intercultural..., Language Teaching
Education
University of Wisconsin
Master’s degree, Liberal Arts; Italian Language and Literature
Creative Writing. Madison Area Technical College
Università degli Studi di Torino 1996 — 2003
BA+MA, Spanish and French Languages and Literatures
Universidad de Oviedo, Spain 2000 — 2001
ERASMUS
Composition I. Madison Area Technical College
English I. Madison Area Technical College
Konner Reed Konner Reed's Northcoast Research Experience May 2014 - Present
Job Equity Research Associate at Northcoast Research
Industry Financial Services
Experience
Northcoast Research May 2014 - Present
Northcoast Research December 2013 - April 2014
The J.M. Smucker Company March 2013 - August 2013
Eagle Investment Group August 2012 - May 2013
Nabors Industries May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Data Analysis, Accounting, Fixed Asset Management, Corporate Finance, Management, Account Reconciliation, Portfolio Management, Strategy, Investments, Finance, Analysis, Financial Analysis
Education
Ashland University 2009 — 2013
Bachelor’s Degree, Finance, General, Graduated
Ashland University
Northcoast Research May 2014 - Present
Northcoast Research December 2013 - April 2014
The J.M. Smucker Company March 2013 - August 2013
Eagle Investment Group August 2012 - May 2013
Nabors Industries May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Data Analysis, Accounting, Fixed Asset Management, Corporate Finance, Management, Account Reconciliation, Portfolio Management, Strategy, Investments, Finance, Analysis, Financial Analysis
Education
Ashland University 2009 — 2013
Bachelor’s Degree, Finance, General, Graduated
Ashland University
JJ (Jiazhou) Yang's Northcoast Research Experience January 2014 - July 2015
Job @Brain
Industry Financial Services
Experience
Brain, LLC September 2015 - Present
Northcoast Research January 2014 - July 2015
Katzman, Garfinkal, & Berger January 2013 - May 2013
Rollins College August 2009 - May 2013
Chepenik Financial, LPL Financial August 2011 - May 2012
Calverton Consulting December 2011 - January 2012
China Great Lakes Innovation May 2011 - August 2011
New Diligence Research (Formerly Microcap China) January 2010 - June 2011
iNomadics June 2009 - December 2010
The Licence Bureau April 2009 - May 2009
Skills
Chinese, Due Diligence, Analysis, Marketing, Research, Finance, Social Networking, Leadership, Business Development, Data Analysis, Microsoft Excel
Education
Rollins College 2009 — 2013
Bachelor of Arts (B.A.), International Business
University School
University School
Brain, LLC September 2015 - Present
Northcoast Research January 2014 - July 2015
Katzman, Garfinkal, & Berger January 2013 - May 2013
Rollins College August 2009 - May 2013
Chepenik Financial, LPL Financial August 2011 - May 2012
Calverton Consulting December 2011 - January 2012
China Great Lakes Innovation May 2011 - August 2011
New Diligence Research (Formerly Microcap China) January 2010 - June 2011
iNomadics June 2009 - December 2010
The Licence Bureau April 2009 - May 2009
Skills
Chinese, Due Diligence, Analysis, Marketing, Research, Finance, Social Networking, Leadership, Business Development, Data Analysis, Microsoft Excel
Education
Rollins College 2009 — 2013
Bachelor of Arts (B.A.), International Business
University School
University School
Brian Helderman's Northcoast Research Experience August 2012 - August 2013
Job Creator/Project Manager at Giggin
Industry Investment Management
Experience
Giggin March 2014 - Present
eBay Inc January 2010 - Present
Hyperion Wealth Advisors June 2014 - August 2015
Buffalo 8 Productions July 2013 - August 2013
Northcoast Research August 2012 - August 2013
NYSE Euronext June 2012 - July 2012
Education
University of Denver 2012 — 2016
Bachelor of Arts (B.A.), Economics and Philosophy
Semester at Sea 2015 — 2015
International Studies
New York University 2014 — 2014
Richmond, The American International University in London 2014 — 2014
The Berkshire School 2009 — 2012
Giggin March 2014 - Present
eBay Inc January 2010 - Present
Hyperion Wealth Advisors June 2014 - August 2015
Buffalo 8 Productions July 2013 - August 2013
Northcoast Research August 2012 - August 2013
NYSE Euronext June 2012 - July 2012
Education
University of Denver 2012 — 2016
Bachelor of Arts (B.A.), Economics and Philosophy
Semester at Sea 2015 — 2015
International Studies
New York University 2014 — 2014
Richmond, The American International University in London 2014 — 2014
The Berkshire School 2009 — 2012
Elizabeth Davis's Northcoast Research Experience March 2015 - Present
Job Institutional Equity Sales at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
Northcoast Research March 2015 - Present
BB&T Capital Markets October 2001 - September 2014
Kaufman Bros. September 2000 - October 2001
WR Hambrecht + Co October 1999 - May 2000
Wachovia Securities Financial Network September 1995 - October 1999
Skills
Equity Research, Capital Markets, Series 7, Valuation, Equities, Series 63, Hedge Funds, Bloomberg
Education
Radford University 1988 — 1991
David Wieging's Northcoast Research Experience 1992 - 2004
Job BCI Special Agent at Ohio Attorney General's Office
Industry Law Enforcement
Experience
Ohio Attorney General's Office 2011 - Present
Ohio Attorney General's Office 2004 - 2011
NorthCoast Research 1992 - 2004
Skills
Public Speaking, Research, Government, Legal Research, Policy, Legal Writing, Litigation, Courts, Law Enforcement, Criminal Law
Education
Bowling Green State University 1987 — 1992
Bachelor of Science in Criminal Justice
Delphos St. John's High School 1983 — 1987
High School Diploma
Ohio Attorney General's Office 2011 - Present
Ohio Attorney General's Office 2004 - 2011
NorthCoast Research 1992 - 2004
Skills
Public Speaking, Research, Government, Legal Research, Policy, Legal Writing, Litigation, Courts, Law Enforcement, Criminal Law
Education
Bowling Green State University 1987 — 1992
Bachelor of Science in Criminal Justice
Delphos St. John's High School 1983 — 1987
High School Diploma
Nick Mitchell, CFA, CMT's Northcoast Research Experience 2009 - Present
Job Managing Director, Research Analyst at Northcoast Research
Industry Investment Management
Experience
Northcoast Research 2009 - Present
Ardor Capital L.L.C. November 2004 - October 2008
FTN Midwest Securities October 2002 - November 2004
McDonald Investments January 2002 - October 2002
Skills
Financial Modeling, Value Investing, Equity Research, Equities, Portfolio Management, Valuation, Investments, Technical Analysis, Capital Markets, Investment Strategies, Hedge Funds, Securities, Wealth Management, Equity Valuation, Finance, Financial Markets, Investment Management, Mutual Funds
Education
John Carroll University 1996 — 2001
B.S.B.A., Finance
Northcoast Research 2009 - Present
Ardor Capital L.L.C. November 2004 - October 2008
FTN Midwest Securities October 2002 - November 2004
McDonald Investments January 2002 - October 2002
Skills
Financial Modeling, Value Investing, Equity Research, Equities, Portfolio Management, Valuation, Investments, Technical Analysis, Capital Markets, Investment Strategies, Hedge Funds, Securities, Wealth Management, Equity Valuation, Finance, Financial Markets, Investment Management, Mutual Funds
Education
John Carroll University 1996 — 2001
B.S.B.A., Finance
Tony Manocchio's Northcoast Research Experience May 2009 - Present
Job Institutional Equity Sales at Northcoast Research
Industry Investment Management
Experience
Northcoast Research May 2009 - Present
Longbow Research November 2004 - April 2009
FTN Midwest Research April 1996 - November 2004
Skills
Series 7, Financial Modeling, Valuation, Equity Research, Investments, Capital Markets, Portfolio Management, Equity Valuation, Hedge Funds, Securities, Asset Management, Bloomberg, Investment Management, Investment Banking, Alternative Investments
Education
Cleveland State University 1996 — 1997
MBA, Marketing
John Carroll University 1988 — 1992
BSBA, Finance
Northcoast Research May 2009 - Present
Longbow Research November 2004 - April 2009
FTN Midwest Research April 1996 - November 2004
Skills
Series 7, Financial Modeling, Valuation, Equity Research, Investments, Capital Markets, Portfolio Management, Equity Valuation, Hedge Funds, Securities, Asset Management, Bloomberg, Investment Management, Investment Banking, Alternative Investments
Education
Cleveland State University 1996 — 1997
MBA, Marketing
John Carroll University 1988 — 1992
BSBA, Finance
Adam Schauer's Northcoast Research Experience January 2013 - March 2013
Job Quantitative Associate / Credit Derivatives Trader, Portfolio Strategies at KeyBank
Industry Banking
Experience
KeyBank September 2014 - Present
KeyBank July 2013 - September 2014
Northcoast Research January 2013 - March 2013
Cleveland State University May 2012 - December 2012
Springleaf Financial Services February 2009 - August 2010
UBS January 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SAS, Statistical Modeling, R, VBA, Python, Quantitative Analytics, Data Management, Trading, Credit Derivatives, Interest Rate..., Credit Default Swaps, FX, Equities, SQL, Mathematica, FactSet, Access, Photoshop, Eviews, Outlook
Education
Northwestern University 2014 — 2016
MS, Predictive Analytics
Cleveland State University 2010 — 2012
MBA, Finance
The Ohio State University 2004 — 2008
BA, Economics
KeyBank September 2014 - Present
KeyBank July 2013 - September 2014
Northcoast Research January 2013 - March 2013
Cleveland State University May 2012 - December 2012
Springleaf Financial Services February 2009 - August 2010
UBS January 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, SAS, Statistical Modeling, R, VBA, Python, Quantitative Analytics, Data Management, Trading, Credit Derivatives, Interest Rate..., Credit Default Swaps, FX, Equities, SQL, Mathematica, FactSet, Access, Photoshop, Eviews, Outlook
Education
Northwestern University 2014 — 2016
MS, Predictive Analytics
Cleveland State University 2010 — 2012
MBA, Finance
The Ohio State University 2004 — 2008
BA, Economics
Bethany Dria's Northcoast Research Experience May 2009 - February 2011
Job Business Valuation Associate at Apple Growth Partners
Industry Financial Services
Experience
Apple Growth Partners October 2014 - Present
Diebold July 2012 - October 2014
Northcoast Research May 2009 - February 2011
Midwest Research December 2008 - May 2009
AXA Advisors July 2008 - December 2008
Eagle Investment Group - University Investment Course August 2007 - May 2008
AXA Advisors 2007 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Securities, Financial Advisory, Investment Strategies, Uniform Combined State..., Asset Management, Life Insurance, 401k, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance
Education
Ashland University 2004 — 2008
BS in BA, Finance, Psychology
Apple Growth Partners October 2014 - Present
Diebold July 2012 - October 2014
Northcoast Research May 2009 - February 2011
Midwest Research December 2008 - May 2009
AXA Advisors July 2008 - December 2008
Eagle Investment Group - University Investment Course August 2007 - May 2008
AXA Advisors 2007 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Securities, Financial Advisory, Investment Strategies, Uniform Combined State..., Asset Management, Life Insurance, 401k, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance
Education
Ashland University 2004 — 2008
BS in BA, Finance, Psychology
William Keller's Northcoast Research Experience November 2013 - Present
Job Vice President, Research Analyst at Northcoast Research
Industry Financial Services
Experience
Northcoast Research November 2013 - Present
Mercedes-Benz of North Olmsted January 2013 - September 2013
Paradigm Wealth Management January 2009 - December 2012
FTN Midwest Securities September 2006 - December 2008
Aleris May 2006 - September 2006
KeyBanc Capital Markets 2003 - 2006
Fairport Asset Management February 2001 - October 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Manufacturing, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equity Research, Asset Managment, Equities, Finance, Mutual Funds, Securities
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Finance, MIDS
Penn State University 1991 — 1995
B.S., Finance
Bay High 1987 — 1991
Northcoast Research November 2013 - Present
Mercedes-Benz of North Olmsted January 2013 - September 2013
Paradigm Wealth Management January 2009 - December 2012
FTN Midwest Securities September 2006 - December 2008
Aleris May 2006 - September 2006
KeyBanc Capital Markets 2003 - 2006
Fairport Asset Management February 2001 - October 2002
Ford Motor Company 1998 - 2000
Ford Motor Company 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Manufacturing, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equity Research, Asset Managment, Equities, Finance, Mutual Funds, Securities
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Finance, MIDS
Penn State University 1991 — 1995
B.S., Finance
Bay High 1987 — 1991
Erik Shoger's Northcoast Research Experience January 2014 - Present
Job Vice President, Research Analyst at Northcoast Research
Industry Research
Experience
Northcoast Research January 2014 - Present
Northcoast Research January 2013 - December 2013
Northcoast Research July 2010 - December 2012
Northcoast Research January 2010 - July 2010
Cleveland Research Company October 2009 - December 2009
Braxton Educational and Technology Consulting January 2009 - June 2009
Golf Channel May 2007 - September 2008
Hans H. Jenny Investment Club September 2005 - May 2008
The College of Wooster January 2006 - May 2006
Skills
Portfolio Management, Analysis, Research, Management, Financial Modeling, Event Management, Strategy, Investments, Start-ups, Economics, Business Planning, Valuation, Financial Analysis, Market Research, Leadership
Education
The College of Wooster 2004 — 2008
BA, Business Economics, History
Northcoast Research January 2014 - Present
Northcoast Research January 2013 - December 2013
Northcoast Research July 2010 - December 2012
Northcoast Research January 2010 - July 2010
Cleveland Research Company October 2009 - December 2009
Braxton Educational and Technology Consulting January 2009 - June 2009
Golf Channel May 2007 - September 2008
Hans H. Jenny Investment Club September 2005 - May 2008
The College of Wooster January 2006 - May 2006
Skills
Portfolio Management, Analysis, Research, Management, Financial Modeling, Event Management, Strategy, Investments, Start-ups, Economics, Business Planning, Valuation, Financial Analysis, Market Research, Leadership
Education
The College of Wooster 2004 — 2008
BA, Business Economics, History
Keith Housum's Northcoast Research Experience May 2009 - Present
Job Managing Director at Northcoast Research
Industry Capital Markets
Experience
Northcoast Research May 2009 - Present
FTN Midwest Securities August 2005 - May 2009
Ernst & Young July 1995 - August 2005
Skills
Equity Research, Due Diligence, Income Tax, Financial Modeling, Tax, Management, Valuation, Investments
Education
Case Western Reserve University 1991 — 1995
B.S., Accounting
Valley Forge High School 1987 — 1991
Northcoast Research May 2009 - Present
FTN Midwest Securities August 2005 - May 2009
Ernst & Young July 1995 - August 2005
Skills
Equity Research, Due Diligence, Income Tax, Financial Modeling, Tax, Management, Valuation, Investments
Education
Case Western Reserve University 1991 — 1995
B.S., Accounting
Valley Forge High School 1987 — 1991
Courtney Downs's Northcoast Research Experience 2009 - 2011
Job Vice President at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC 2015 - Present
Western Reserve Partners LLC 2013 - 2015
Western Reserve Partners LLC 2011 - 2013
Northcoast Research 2009 - 2011
KeyBanc Capital Markets 2009 - 2009
KeyBank, N.A. 2008 - 2009
KeyBanc Capital Markets 2008 - 2009
Sherwin Williams 2006 - 2007
Education
Case Western Reserve University 2005 — 2008
B.S., Accounting, Minor in Banking and Finance
Western Reserve Partners LLC 2015 - Present
Western Reserve Partners LLC 2013 - 2015
Western Reserve Partners LLC 2011 - 2013
Northcoast Research 2009 - 2011
KeyBanc Capital Markets 2009 - 2009
KeyBank, N.A. 2008 - 2009
KeyBanc Capital Markets 2008 - 2009
Sherwin Williams 2006 - 2007
Education
Case Western Reserve University 2005 — 2008
B.S., Accounting, Minor in Banking and Finance
Chris Zajac's Northcoast Research Experience 2009 - 2009
Job Financial Analyst The Ayco Company, L.P.
Industry Financial Services
Experience
The Ayco Company, L.P. March 2013 - Present
PNC January 2013 - February 2013
Merrill Lynch June 2011 - January 2013
Greater Cleveland Sports Commission January 2011 - June 2011
MRI Software LLC August 2010 - January 2011
Northcoast Research 2009 - 2009
Skills
Microsoft Excel, Financial Modeling, Customer Service, Finance, Financial Analysis
Education
John Carroll University 2006 — 2010
BSBA, Finance
The Ayco Company, L.P. March 2013 - Present
PNC January 2013 - February 2013
Merrill Lynch June 2011 - January 2013
Greater Cleveland Sports Commission January 2011 - June 2011
MRI Software LLC August 2010 - January 2011
Northcoast Research 2009 - 2009
Skills
Microsoft Excel, Financial Modeling, Customer Service, Finance, Financial Analysis
Education
John Carroll University 2006 — 2010
BSBA, Finance
Samantha Geaney's Northcoast Research Experience December 2013 - February 2014
Job Corporate Finance Analyst at Materion Corporation
Industry Mining & Metals
Experience
Materion Corporation November 2014 - Present
Brown Gibbons Lang & Company April 2014 - November 2014
Longbow Research February 2014 - April 2014
Northcoast Research December 2013 - February 2014
Northcoast Research August 2013 - November 2013
Nordson Corporation May 2012 - November 2012
Internal Revenue Service January 2012 - April 2012
Crowe Horwath LLP June 2009 - August 2009
Skills
Corporate Law, Corporate Tax, Financial Analysis, Microsoft Excel, Accounting, Public Speaking, SEC filings, Finance, Corporate Governance, Financial Reporting, Capital Markets, Investments, Securities, Microsoft Word, Civil Litigation
Education
Case Western Reserve University School of Law 2010 — 2013
Juris Doctor (J.D.), Business Organizations
Ohio University 2005 — 2009
Bachelor's Degree, Accounting and Business Pre-Law
Materion Corporation November 2014 - Present
Brown Gibbons Lang & Company April 2014 - November 2014
Longbow Research February 2014 - April 2014
Northcoast Research December 2013 - February 2014
Northcoast Research August 2013 - November 2013
Nordson Corporation May 2012 - November 2012
Internal Revenue Service January 2012 - April 2012
Crowe Horwath LLP June 2009 - August 2009
Skills
Corporate Law, Corporate Tax, Financial Analysis, Microsoft Excel, Accounting, Public Speaking, SEC filings, Finance, Corporate Governance, Financial Reporting, Capital Markets, Investments, Securities, Microsoft Word, Civil Litigation
Education
Case Western Reserve University School of Law 2010 — 2013
Juris Doctor (J.D.), Business Organizations
Ohio University 2005 — 2009
Bachelor's Degree, Accounting and Business Pre-Law
Ed Snyder's Northcoast Research Experience Senior Equity Research AnalystFTN Midwest Securities2000 - 2009
Job Managing Director, Research Principal at Northcoast Research
Industry Financial Services
Experience
Northcoast Research Senior Equity Research AnalystFTN Midwest Securities2000 - 2009
Roulston & Company 1995 - 2000
Olde Discount 1992 - 1993
Education
The Ohio State University
BSBA, Economics
Northcoast Research Senior Equity Research AnalystFTN Midwest Securities2000 - 2009
Roulston & Company 1995 - 2000
Olde Discount 1992 - 1993
Education
The Ohio State University
BSBA, Economics
Priyank Dhabuwala's Northcoast Research Experience March 2014 - August 2015
Job Senior Associate; Valuation and Business Modelling
Industry Financial Services
Experience
EY August 2015 - Present
Northcoast Research March 2014 - August 2015
ORG Portfolio Management August 2013 - October 2013
Edgewater Capital Partners June 2012 - December 2012
Kotak Securities August 2007 - July 2011
Skills
Equity Research, Valuation, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MBA, Finance
University of Mumbai
Bachelor's Degree, Bio-Medical Engineering
EY August 2015 - Present
Northcoast Research March 2014 - August 2015
ORG Portfolio Management August 2013 - October 2013
Edgewater Capital Partners June 2012 - December 2012
Kotak Securities August 2007 - July 2011
Skills
Equity Research, Valuation, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 2011 — 2013
MBA, Finance
University of Mumbai
Bachelor's Degree, Bio-Medical Engineering
David LaPuma's Northcoast Research Experience January 2012 - April 2013
Job Associate, Institutional Sales at Zelman & Associates
Industry Investment Management
Experience
Zelman & Associates June 2015 - Present
Fidelity Investments April 2013 - Present
Northcoast Research January 2012 - April 2013
HFS Wealth Advisors April 2011 - January 2012
Education
John Carroll University 2011 — 2015
MBA
The University of Akron 2006 — 2010
B.S., Finance
Zelman & Associates June 2015 - Present
Fidelity Investments April 2013 - Present
Northcoast Research January 2012 - April 2013
HFS Wealth Advisors April 2011 - January 2012
Education
John Carroll University 2011 — 2015
MBA
The University of Akron 2006 — 2010
B.S., Finance
Adil Haider's Northcoast Research Experience September 2014 - December 2014
Job Finance Leadership Development Program Associate at Rockwell Automation
Industry Financial Services
Experience
Rockwell Automation January 2015 - Present
Northcoast Research September 2014 - December 2014
Weatherhead School of Management at Case Western Reserve University August 2014 - December 2014
Entrepreneurs EDGE May 2014 - August 2014
Inner City Muslim Action Network July 2012 - June 2013
Avicenna Community Healthcenter June 2010 - October 2010
IKEA June 2009 - September 2009
Islamic Foundation School June 2009 - August 2009
Islamic Foundation School October 2008 - March 2009
Skills
Leadership, Teaching, Microsoft Excel, Economics, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Project Management, Financial Analysis, Social Media, Program Management, Nonprofits, Management, Analysis
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2014
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts (B.A.), Economics
Islamic Foundation School 1994 — 2008
Diploma
Rockwell Automation January 2015 - Present
Northcoast Research September 2014 - December 2014
Weatherhead School of Management at Case Western Reserve University August 2014 - December 2014
Entrepreneurs EDGE May 2014 - August 2014
Inner City Muslim Action Network July 2012 - June 2013
Avicenna Community Healthcenter June 2010 - October 2010
IKEA June 2009 - September 2009
Islamic Foundation School June 2009 - August 2009
Islamic Foundation School October 2008 - March 2009
Skills
Leadership, Teaching, Microsoft Excel, Economics, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Project Management, Financial Analysis, Social Media, Program Management, Nonprofits, Management, Analysis
Education
Case Western Reserve University - Weatherhead School of Management 2013 — 2014
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts (B.A.), Economics
Islamic Foundation School 1994 — 2008
Diploma
Tim Dubois, CISA's Northcoast Research Experience September 2011 - December 2011
Job Senior Consultant with Deloitte Advisory
Industry Accounting
Experience
Deloitte & Touche, LLP July 2012 - Present
Northcoast Research September 2011 - December 2011
Corpus Christi University Parish May 2010 - May 2011
University of Toledo March 2007 - May 2010
Skills
IT Audit, Accounting, Auditing, Internal Controls, Analysis, Microsoft Office, IT General Controls, Access, Information Security, Financial Reporting, Mainframe RACF Security, Teamwork, Unix, Windows, Mac OS X, Team Leadership, Multitasker, Personal Communication, Attention To Detail, Public Speaking, Sarbanes-Oxley Act, Leadership
Education
John Carroll University 2011 — 2012
Master of Science, Accountancy
University of Toledo 2006 — 2010
Bachelor of Business Administration, Accounting & Information Systems
Deloitte & Touche, LLP July 2012 - Present
Northcoast Research September 2011 - December 2011
Corpus Christi University Parish May 2010 - May 2011
University of Toledo March 2007 - May 2010
Skills
IT Audit, Accounting, Auditing, Internal Controls, Analysis, Microsoft Office, IT General Controls, Access, Information Security, Financial Reporting, Mainframe RACF Security, Teamwork, Unix, Windows, Mac OS X, Team Leadership, Multitasker, Personal Communication, Attention To Detail, Public Speaking, Sarbanes-Oxley Act, Leadership
Education
John Carroll University 2011 — 2012
Master of Science, Accountancy
University of Toledo 2006 — 2010
Bachelor of Business Administration, Accounting & Information Systems
Tanie Andraos's Northcoast Research Experience December 2011 - May 2012
Job Lead Business Intelligence Analyst at ECRM
Industry Information Technology and Services
Experience
ECRM July 2013 - Present
Northcoast Research December 2011 - May 2012
Skills
Microsoft Office, Business Analysis, Marketing Analytics, Market Research, Project Management, Financial Analysis, Data Visualization, Creative Solutions, Financial Modeling, Data Analysis, Minitab, Social Media Marketing, Equity Research, Investments, Valuation, SAS, Economics, Analysis, SQL, Marketing
Education
Cleveland State University 2007 — 2011
BA, Economics, Graduated Cum Laude
ECRM July 2013 - Present
Northcoast Research December 2011 - May 2012
Skills
Microsoft Office, Business Analysis, Marketing Analytics, Market Research, Project Management, Financial Analysis, Data Visualization, Creative Solutions, Financial Modeling, Data Analysis, Minitab, Social Media Marketing, Equity Research, Investments, Valuation, SAS, Economics, Analysis, SQL, Marketing
Education
Cleveland State University 2007 — 2011
BA, Economics, Graduated Cum Laude
Norman Siegal's Northcoast Research Experience August 2009 - Present
Job Managing Director, CoHead of Institutional Equity Sales & Principal
Industry Financial Services
Experience
Northcoast Research August 2009 - Present
KeyBanc Capital Markets November 1995 - August 2009
Roulston Research May 1989 - November 1995
Prudential Securities September 1987 - May 1989
Skills
Equities, Institutional Equity...
Education
Cornell University 1985 — 1987
MBA, Finance
Northwestern University 1981 — 1985
BA, Political Science
Northcoast Research August 2009 - Present
KeyBanc Capital Markets November 1995 - August 2009
Roulston Research May 1989 - November 1995
Prudential Securities September 1987 - May 1989
Skills
Equities, Institutional Equity...
Education
Cornell University 1985 — 1987
MBA, Finance
Northwestern University 1981 — 1985
BA, Political Science
Robert M. Derrington's Northcoast Research Experience May 2012 - June 2013
Job Managing Director Restaurant Analyst Telsey Advisory Group
Industry Restaurants
Experience
Telsey Advisory Group August 2015 - Present
Wunderlich Securities Inc. June 2013 - August 2015
Northcoast Research May 2012 - June 2013
Morgan Keegan June 2001 - March 2012
Suntrust Equitable Securities October 1994 - May 2001
Bromad Investments dba Panera Pizza August 1981 - December 1991
Shillington Box Company May 1978 - August 1981
Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting
Education
Washington University in St. Louis 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of Missouri-Saint Louis 1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management
Telsey Advisory Group August 2015 - Present
Wunderlich Securities Inc. June 2013 - August 2015
Northcoast Research May 2012 - June 2013
Morgan Keegan June 2001 - March 2012
Suntrust Equitable Securities October 1994 - May 2001
Bromad Investments dba Panera Pizza August 1981 - December 1991
Shillington Box Company May 1978 - August 1981
Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting
Education
Washington University in St. Louis 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of Missouri-Saint Louis 1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management
Ken Leighton's Northcoast Research Experience May 2009 - December 2014
Job Institutional Equity Sales at Longbow Research
Industry Financial Services
Experience
Longbow Research January 2015 - Present
Northcoast Research May 2009 - December 2014
FTN Equity Capital Markets April 2006 - April 2009
Education
John Carroll University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Dayton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Solon High School
Solon High School
Longbow Research January 2015 - Present
Northcoast Research May 2009 - December 2014
FTN Equity Capital Markets April 2006 - April 2009
Education
John Carroll University 2008 — 2010
Master of Business Administration (MBA), Finance, General
University of Dayton 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Solon High School
Solon High School
Brian Rayle, CFA's Northcoast Research Experience April 2009 - April 2013
Job CEO at Libertatis Consulting (Investor Relations Consulting)
Industry Financial Services
Experience
Libertatis Consulting January 2014 - Present
Dix & Eaton May 2013 - December 2013
Northcoast Research April 2009 - April 2013
FTN Midwest Securities April 2007 - April 2009
Keybanc Capital Markets April 2006 - April 2007
FTN Midwest Securities June 2003 - April 2006
FTN Midwest Securities May 2000 - June 2003
Skills
Investor Relations, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Investments, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Series 7
Education
Case Western Reserve University 2003 — 2005
Master of Business Administration (MBA), Banking and Finance
Miami University 1997 — 2000
Bachelor's degree, Double Major – Economics and Finance
Libertatis Consulting January 2014 - Present
Dix & Eaton May 2013 - December 2013
Northcoast Research April 2009 - April 2013
FTN Midwest Securities April 2007 - April 2009
Keybanc Capital Markets April 2006 - April 2007
FTN Midwest Securities June 2003 - April 2006
FTN Midwest Securities May 2000 - June 2003
Skills
Investor Relations, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Investments, Capital Markets, Portfolio Management, Asset Management, Bloomberg, Series 7
Education
Case Western Reserve University 2003 — 2005
Master of Business Administration (MBA), Banking and Finance
Miami University 1997 — 2000
Bachelor's degree, Double Major – Economics and Finance
David Keiser's Northcoast Research Experience April 2009 - Present
Job Research Analyst at Northcoast Research
Industry Financial Services
Experience
Northcoast Research April 2009 - Present
FTN Midwest Securities January 2004 - April 2009
Health Research International March 1999 - April 2002
Education
Ohio University 2002 — 2003
Master of Business Administration (MBA), Finance, General
Ohio University 1993 — 1998
Bachelor of Business Administration (BBA), Finance, Marketing
Northcoast Research April 2009 - Present
FTN Midwest Securities January 2004 - April 2009
Health Research International March 1999 - April 2002
Education
Ohio University 2002 — 2003
Master of Business Administration (MBA), Finance, General
Ohio University 1993 — 1998
Bachelor of Business Administration (BBA), Finance, Marketing