OTR Global

Industry: Company

Description

Founded: 1995 Parent organization: Otr Global Holdings LlcFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportOTR GlobalWebsiteDirections Saved (0) Saved Save Financial consultant in Boston, Massachusetts Located in: Post Office Square Hubway StationAddress: 1 Post Office Square, Boston, MA 02109 Phone: (617) 451-5921Hours: : : Website: : : : Category: : Place name: Website: http://www.otrglobal.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of OTR Global Posting publicly on the Web Write a review Reviews Be the first to review

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OTR Global Employees

Employee
Years
Job
Industry
Vanessa Andrews Vanessa Andrews Greater Los Angeles Area Details
Vanessa Andrews's OTR Global Experience April 1996 - March 1999
Job Senior Account Executive
Industry Marketing and Advertising
Experience
Gunn/Jerkens Marketing Communications  October 2014 - Present
Toll Brothers  February 2014 - April 2014
Shapell Homes  March 2012 - February 2014
YMCA of Metropolitan Los Angeles  February 2011 - March 2012
Shapell Industries, Inc.   January 2006 - September 2010
Shapell Industries, Inc.   March 1999 - December 2005
OTR Global   April 1996 - March 1999

Skills
Marketing Management, Marketing, Marketing Strategy, Advertising, Project Planning, Budgets, Management, Residential Homes, Project Management, Leadership, Microsoft Office, Event Planning, Marketing Communications, Sales, Event Management, Contract Negotiation, Real Estate, Strategic Planning, Social Networking, Property Management, Social Media, Social Media Marketing

Education
Humboldt State University
Political Science and Government

SUNY Stony Brook

John D. Michel John D. Michel Dallas/Fort Worth Area Details
John D. Michel's OTR Global Experience March 2013 - June 2013
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  September 2014 - Present
Dartmouth Business Journal   March 2011 - January 2014
Dartmouth Entrepreneurial Society   October 2010 - January 2014
Investor Group Services (IGS)   June 2013 - August 2013
OTR Global   March 2013 - June 2013
Whitetruffle  February 2012 - January 2013
French Foreign Study Program   March 2012 - June 2012
CoupFlip   December 2011 - June 2012
PeopleAnswers  June 2011 - September 2011

Skills
Entrepreneurship, Strategy, Leadership, SEO, Public Relations, Data Analysis, Management Consulting, Marketing Strategy, Analysis, PowerPoint, Microsoft Excel, Marketing, Storytelling, Spanish, Writing, Stata, InDesign, Economics, Online Marketing, French, Marketing Communications, Business Strategy, Search Engine..., Excel, Marketing Management, Investment Research, Equity Research Analysis, Management, Microsoft Office, Economic Modeling, SQL

Education
Dartmouth College   2010 — 2014
B.A., Economics

St. Mark's School of Texas   2002 — 2010

John O'Donoghue John O'Donoghue Greater New York City Area Details
John O'Donoghue's OTR Global Experience 2013 - Present
Job Director of Equities at OTR Global
Industry Investment Banking
Experience
OTR Global   2013 - Present
New York  2012 - 2013
Cowen and Company  2005 - 2012
Credit Suisse  2000 - 2005
Schroders PLC   1983 - 2000

Skills
Fixed Income, Derivatives, Equities, Investment Banking, Investments, Electronic Trading, Private Equity, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Trading, Management

Education
Queen's University Belfast   1977 — 1981
Honours, Economics

Alysha Colangeli Alysha Colangeli Santa Fe, New Mexico Area Details
Alysha Colangeli's OTR Global Experience September 2014 - Present
Job Reporter, Research Assistant, Freelance Photographer
Industry Market Research
Experience
OTR Global   September 2014 - Present
Longines Watch Co. Francillon Ltd.   December 2013 - Present
OTR Global   January 2013 - Present
Visual Arts Library   April 2008 - May 2011

Education
School of Visual Arts   2007 — 2011
BFA, Bio Art

chuck zimmerman chuck zimmerman Greater Seattle Area Details
chuck zimmerman's OTR Global Experience July 2008 - August 2010
Job Member at Northwest Polite Society
Industry Marketing and Advertising
Experience
Northwest Polite Society   2012 - Present
Twenty Four Seven  July 2010 - October 2011
otr global   July 2008 - August 2010
USMP/The Marketing Arm   2008 - 2010
BFG Communications  January 2007 - April 2008
Passage Events  2006 - 2007
G2  2003 - 2005
KBA Marketing Group   1998 - 2003

Skills
Experiential Marketing, Influencer Marketing, Nightlife, Account Management, Event Marketing, Guerrilla Marketing, Sponsorship, Brand Communication, Strategic Partnerships, Relationship Marketing, Integrated Marketing, Event Planning, Brand Development, Strategy, Brand Awareness, Marketing Research, Project Management, Management, Leadership, Lead Generation, Marketing, New Business Development, Advertising, Digital Marketing, Sales, Social Media Marketing, Email Marketing, Marketing Strategy, Marketing Management, Market Planning, Brand Architecture, Trade Shows, Direct Marketing, Online Marketing, Social Media, Event Management, Public Relations, Marketing Communications

Education
Edmonds Community College
General studies

North Seattle Community College
General studies, Transportation logistics

Pratt Arts Institute
Fine Art

Seattle Central College
general studies, fine art

Jessica O'Hagan Jessica O'Hagan Wyckoff, New Jersey Details
Jessica O'Hagan's OTR Global Experience June 2011 - July 2011
Job Character Attendant at The Walt Disney Company Disney College Program
Industry
Experience
The Walt Disney Company  March 2015 - August 2015
David Tutera  July 2014 - December 2014
Creations by Christine Events   March 2013 - December 2014
European Wax Center  April 2012 - May 2014
The Disney Store  May 2011 - December 2011
OTR Global   June 2011 - July 2011

Skills
Event Management, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Facebook, Pinterest, Instagram, Millenium Software, Customer Service, Marketing, Sales, Retail, Typing (80 WPM)

Education
Penn State University   2014 — 2016
Bachelor of Science (B.S.), Organizational Leadership

Rockland Community College   2011 — 2013
Associate of Arts (A.A.), Humanities and Social Sciences

Academy of the Holy Angels   2006 — 2010

Jackie Wei Jackie Wei New York, New York Details
Jackie Wei's OTR Global Experience December 2012 - March 2013
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Bank of America Merrill Lynch  June 2014 - August 2014
Bank of America Merrill Lynch  January 2014 - March 2014
OTR Global   December 2012 - March 2013
ABC News  June 2010 - August 2010
The Guardian  June 2010 - August 2010

Skills
Economics, Capital Markets, Equities, Investment Banking, Mergers, Microsoft Excel, PowerPoint, Market Research, Research, Editing, Leadership

Education
Dartmouth College   2011 — 2015
Bachelor of Arts (BA), Economics

Great Neck South High School   2007 — 2011

Mason Hu Mason Hu Las Vegas, Nevada Details
Mason Hu's OTR Global Experience January 2008 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
Donghai Securities  January 2012 - July 2014
OTR Global   January 2008 - January 2010

Education
University of Maryland College Park   2010 — 2012
Master of Science (M.S.), Finance, General

Bhinnata Piya Bhinnata Piya Nashville, Tennessee Details
Bhinnata Piya's OTR Global Experience January 2012 - May 2012
Job David Satcher Scholar at Vanderbilt University
Industry Hospital & Health Care
Experience
Partners In Health  September 2015 - Present
Unite For Sight  June 2015 - August 2015
Peabody Research Institute  November 2014 - July 2015
Vanderbilt University Medical Center  October 2014 - July 2015
Possible  November 2013 - January 2014
Possible  September 2012 - September 2013
Stanford Graduate School of Business  April 2013 - June 2013
The Center for Refugees and Immigrants of Tennessee   June 2012 - August 2012
OTR Global   January 2012 - May 2012
Manhattanville College  August 2010 - May 2012

Skills
MS Office Suite, Bloomberg, Factset, Foreign Languages, Research, PowerPoint, Excel, ArcGIS, English, Microsoft Office, Access, Press Releases, Economics, Microsoft Excel, Analysis, Public Health, Finance, Social Entrepreneurship, Strategy, Interpersonal Skill, Nonprofits, Teaching

Education
Vanderbilt University School of Medicine   2014 — 2016
Master's Degree, Global Health

Manhattanville College   2008 — 2012
Bachelor's Degree, Finance and Sociology

Rato Bangala School   2005 — 2007
High School, A Levels

Graham da Ponte Graham da Ponte Greater New Orleans Area Details
Graham da Ponte's OTR Global Experience August 2012 - December 2014
Job Producer at INO Broadcasting
Industry Writing and Editing
Experience
INO Broadcasting, Inc.   March 2012 - Present
Freelance Writer/Editor  December 2011 - Present
OTR Global   August 2012 - December 2014
OTR Global   April 2012 - August 2012
OTR Global   April 2006 - December 2011
Court Watch NOLA  June 2008 - December 2009
Graham da Ponte   September 1989 - June 2008
Capital Defense Project of Southeast Louisiana   June 2002 - December 2006

Skills
Research, Editing, Press Releases, Proofreading, Newsletters, Copywriting, Blogging, Journalism, Public Speaking, Copy Editing, Editorial, Freelance Writing, Creative Writing, Social Media, News Writing

Education
Tulane University
BA, English

Tulane University Law School
JD, Law

Jennifer Harding Jennifer Harding Greater Milwaukee Area Details
Jennifer Harding's OTR Global Experience August 2010 - April 2011
Job Office Manager at Tabak Law, LLC
Industry Legal Services
Experience
Tabak Law, LLC  July 2014 - Present
Yo Mama! Frozen Yogurt and Goodies   May 2011 - July 2014
OTR Global   August 2010 - April 2011
Inboden Meats LTD.   August 2006 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Inventory Management, Teamwork, Data Entry, Time Management, Retail, Team Building, Sales, Marketing, Market Research, Merchandising, Marketing Strategy, Purchasing, Employee Relations, Human Resources, Inventory Control, Customer Satisfaction, Leadership, Forecasting, Process Scheduler, Budgets

Education
Cardinal Stritch University   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Northern Illinois University - College of Business   2009 — 2011
Bachlor of Science in Marketing, Bachlor of Science in Marketing

Ajay Kannan Ajay Kannan San Francisco Bay Area Details
Ajay Kannan's OTR Global Experience September 2012 - November 2012
Job Software Engineer at Google
Industry Computer Software
Experience
Dartmouth College  March 2015 - June 2015
Microsoft  June 2014 - September 2014
Dartmouth College  March 2014 - June 2014
MIT Little Devices Lab   January 2014 - March 2014
Dartmouth College  June 2013 - November 2013
National Institute of Standards and Technology  December 2012 - January 2013
OTR Global   September 2012 - November 2012
Gridley & Company LLC  June 2012 - August 2012
World Affairs Councils of America  August 2010 - May 2011
University of Maryland, College Park  June 2010 - August 2010

Skills
Java, C++, C, Python, Matlab, C#, NumPy, SciPy, Machine Learning, Statistics, Neural Networks, Econometrics, TCP/IP, Algorithms, Computer Vision, Differential Equations, Data Analysis, Probability, Graph Theory, Parallel Computing, Operating Systems, Computer Architecture, Unix, JavaScript, LaTeX, HTML, Software Development

Education
Dartmouth College   2011 — 2015
BA, Computer Science, Mathematics, Economics, 3.90

University of Oxford   2014 — 2014
Dartmouth-Oxford Exchange Program, Economics

Montgomery Blair High School   2007 — 2011
Science, Mathematics, Computer Science Magnet Program

Marsha W. Johnston Marsha W. Johnston Washington D.C. Metro Area Details
Marsha W. Johnston's OTR Global Experience July 2006 - November 2008
Job Chief Editor/Writer, Earth Steward Associates
Industry Media Production
Experience
Earth Steward Associates   June 1990 - Present
Lydia's Fields at Wheatland LLC   June 2012 - October 2014
Earth Day Network  October 2010 - May 2011
American Wind Wildlife Institute   May 2009 - December 2009
Obama for America (OFA)/Obama San Diego   January 2007 - November 2008
OTR Global   July 2006 - November 2008
World Economic Forum  January 2005 - January 2006
RCM  March 1992 - October 2005
Sustainable Business Investor/Euromoney PLC   August 2001 - March 2003
BusinessWeek  June 1994 - June 1999

Skills
CMS (Drupal), Basic Photoshop, Solar, Socially Responsible..., Bioremediation, Writing, Press Releases, Drupal, Journalism, Solar Energy, Blogging, Editing, Publications, Feature Articles, Editorial, Publicity, Social Media Marketing, Strategic Communications, Newsletters, Copy Editing, Media Relations, Facebook, Nonprofits, Leadership, Fundraising, Politics, Volunteer Management, Magazines, Community Outreach, Marketing, Content Development, Copywriting, Corporate Communications, Publishing, Public Speaking, Content Strategy, News Writing, Newspapers, Content Management

Education
University of Southern California   1976 — 1980
BA, Journalism

International Christian University   1981 — 1983
none, Japanese language, culture, history

University of Wisconsin-Madison   2015 — 2015
Online Course, The Land Ethic Reclaimed: Perceptive Hunting, Aldo Leopold and Conservation, Certified completion

Houston Johansen Houston Johansen Santa Fe, New Mexico Details
Houston Johansen's OTR Global Experience January 2013 - July 2014
Job Director of Field Operations at Friends of Stephanie Garcia Richard
Industry Political Organization
Experience
Friends of Stephanie Garcia Richard   August 2014 - Present
Solace Crisis Treatment Center  January 2013 - Present
Santa Fe Innovation Park   August 2011 - Present
Home is Where You Are   May 2009 - Present
OTR Global   January 2013 - July 2014
Earth Care International  March 2012 - November 2013
City of Santa Fe Charter Review Commission   December 2012 - July 2013
Johansen and Associates   April 2012 - April 2013
Stephanie Gracia Richard for House   October 2012 - November 2012
Corsini   April 2012 - October 2012

Skills
Fundraising, Political Campaigns, Political Science, Research, Non-profit..., Non-profit Development, Direct Sales, Phone Skills, Public Speaking, Team Management, Telephone Skills, Community Outreach, Policy

Education
Creighton University   2007 — 2010
BA, Political Science

Goucher College   2006 — 2007

Thomas Hickey Thomas Hickey Greater New York City Area Details
Thomas Hickey's OTR Global Experience March 2015 - Present
Job Chief Operating Officer / Chief Compliance Officer “Profit Performance through Operational Excellence"
Industry Financial Services
Experience
OTR Global   March 2015 - Present
RMJM Group Inc   January 2013 - December 2014
True North FX Capital LLC   2010 - 2013
Sherman, Richichi & Hickey, LLC   1993 - 2009
Board of Education City of Stamford, CT   1999 - 2004
McNamara & Kenney   1988 - 1993

Skills
Asset Managment, Business Strategy, Hedge Funds, Entrepreneurship, Private Equity, Streamlining processes..., Operations Management, Corporate Governance, Corporate Finance, Civil Litigation, Investment Banking, Investments, Equities, Valuation, Asset Management, Venture Capital, Accounting, Financial Analysis, Trading, Corporate Development, Portfolio Management, Real Estate, Capital Markets, Risk Management, Fund Of Funds, Alternative Investments, Due Diligence, Mergers & Acquisitions, Start-ups, Litigation, Management, Financial Modeling, Strategy, Restructuring, Executive Management, Strategic Financial..., Business Development, Contract Negotiation, Business Planning, Strategic Planning, Leadership

Education
The Catholic University of America   1985 — 1988
Juris Doctor

Fordham University   1981 — 1985
Bachelor of Arts (BA), Political Science and Government

Malcolm Leverett Malcolm Leverett Philadelphia, Pennsylvania Details
Malcolm Leverett's OTR Global Experience January 2013 - March 2013
Job Vanguard Accelerated Development Program
Industry Financial Services
Experience
The Vanguard Group  December 2013 - Present
Post-Newsweek Stations  June 2010 - June 2014
The Vanguard Group  May 2013 - August 2013
Management Leadership for Tomorrow  August 2012 - August 2013
OTR Global   January 2013 - March 2013
Beringea Limited  May 2010 - June 2010

Education
Dartmouth College   2010 — 2014
Bachelor of Arts (B.A.), Economics; Hispanic Studies

Detroit Country Day School   2006 — 2010

Robert Steelman Robert Steelman Orange County, California Area Details
Robert Steelman's OTR Global Experience September 2014 - Present
Job Reporter, TMT at OTR Global
Industry Writing and Editing
Experience
OTR Global   September 2014 - Present
RIS Enterprises   November 2012 - Present
1virtualhealth.com   December 2013 - May 2014
Wellness Champions  August 2012 - April 2014
OTR Global   October 2000 - December 2010
Southern Nevada Wellness Council   February 2000 - December 2001
Southern Nevada Health Care Journal   November 1998 - April 2000
Latitude Publications   July 1996 - December 1998

Skills
Hypnosis, Public Speaking, Writing, Interviewing, Cooking, Copywriting, Entrepreneurship, Interviews, Newsletters, Research, Social Media, Public Relations, Editing, Journalism, Social Media Marketing, Social Networking, Creative Writing, Copy Editing, Blogging, Press Releases, Editorial, Corporate Communications, Magazines, Publications, Management

Education
Columbia College Chicago
B.A., Theater/writing

Nicole Duran Nicole Duran Santa Fe, New Mexico Area Details
Nicole Duran's OTR Global Experience August 2012 - Present
Job Research Center Manager/Journalist/Senior Reporter
Industry Retail
Experience
OTR Global   August 2012 - Present
Absolute Flooring & Interiors, LLC   January 1998 - Present
OTR Global LLC.   August 2005 - August 2012
Linens N Things  November 2004 - November 2007
St. John's College   August 2002 - 2005
St. John's College   May 1997 - August 2002

Skills
Competitive Analysis, Market Research, Marketing, Retail, Product Development, Advertising, Sales, Cross-functional Team..., Corporate Communications, Marketing Communications, Marketing Strategy, Social Media, Investments, Market Analysis, Strategy, Brand Management, Business Strategy, Business Development, Social Media Marketing, Leadership, Management, Merchandising

Education
The University of New Mexico   2002 — 2005
Biology, Chemistry, Math

St. John's College (NM)   1997 — 2002
Bachelor's Degree - Liberal Arts

Holly Groelle Holly Groelle Raleigh-Durham, North Carolina Area Details
Holly Groelle's OTR Global Experience January 2008 - September 2012
Job Principal Regulatory Affairs Specialist at PPD
Industry Pharmaceuticals
Experience
PPD  August 2013 - Present
PPD  September 2012 - July 2013
OTR Global   January 2008 - September 2012
United States Department of Commerce  2010 - 2010
World Health Care Congress   2008 - 2008
Cambridge Healthtech Institute  August 2005 - April 2007
Bridgewater State College  January 2005 - June 2005
Critical Care Patients   July 1998 - May 2003
Serono  December 1994 - November 1995
Dana-Farber Cancer Institute  May 1992 - December 1994

Skills
Clinical Trials, Regulatory Affairs, FDA, Medical Devices, Pharmaceutical Industry, Biologics, Molecular Biology, Infectious Diseases, Regulatory Submissions, Clinical Development, Clinical Research, Oncology, GCP, Pharmaceutics, Biochemistry, Cell Culture, Diabetes, Pharmaceuticals, In Vitro Diagnostics, Project Management, Client Relations

Education
Boston University School of Medicine
Ph.D., Biochemistry

Northeastern University
MS, Regulatory Affairs, GPA 4.0

University of Maryland College Park
B.S., Microbiology

Jonathan Rather Jonathan Rather Greater New York City Area Details
Jonathan Rather's OTR Global Experience May 2010 - August 2010
Job Fixed Income Associate at BlackRock
Industry Financial Services
Experience
BlackRock  March 2015 - Present
UBS  May 2014 - March 2015
UBS Financial Services  August 2012 - December 2012
UBS Financial Services  May 2011 - September 2011
OTR Global   May 2010 - August 2010

Skills
Mutual Funds, Series 7, Valuation, Portfolio Management, Alternative Investments, Bloomberg, Analysis, Investments, Bloomberg Terminal, Securities, Hedge Funds, Asset Allocation, Bonds, Investment Strategies, Wealth Management, Investment Management

Education
Completed all 3 CFA exams, awaiting 4 years of experience to become Charterholder   2013 — 2014

Boston College   2008 — 2012
Bachelor's degree, Economics

Brian Frumberg Brian Frumberg New York, New York Details
Brian Frumberg's OTR Global Experience July 2009 - July 2011
Job Entrepreneur, Community Builder, Startup Mentor
Industry Internet
Experience
VentureOutNY  January 2012 - Present
Gotham Ventures   December 2011 - Present
iCatapult   November 2012 - August 2013
Corossol Consulting, LLC   September 2008 - April 2013
OTR Global   July 2009 - July 2011
Vista Research, a Standard & Poor's business   January 2008 - June 2009
Vista Research, a Standard & Poor's business   May 2006 - December 2007
Emancipation Capital   January 2006 - May 2006
Vista Research  May 2004 - August 2005
Societe Generale  May 2000 - August 2000

Skills
Mergers, Product Management, Relationship Management, Equity Research, Sales, Project Management, Customer Retention, Start-ups, Venture Capital, Hedge Funds, Business Development, Due Diligence, Entrepreneurship, Valuation, CRM, Strategic Partnerships, Strategy, Market Research, Management, SaaS, Enterprise Software, Financial Modeling, Social Media Marketing, Mergers & Acquisitions, Portfolio Management, Capital Markets, Finance, Competitive Analysis, Business Strategy, SEO, Emerging Markets, Marketing, Investments, Equities, Leadership, E-commerce, Corporate Finance, Analysis, Product Development, Corporate Development, Executive Management, Business Planning, Business Intelligence, Mobile Applications, Management Consulting, Social Media

Education
University of Richmond - Robins School of Business   2001 — 2006
Bachelor of Science in Business Administration, Finance

Chaminade High School   1997 — 2001

Raquel Formanek Raquel Formanek New York, New York Details
Raquel Formanek's OTR Global Experience June 2012 - August 2012
Job Quantitative Analytics at FactSet
Industry Financial Services
Experience
FactSet  September 2015 - Present
FactSet  March 2015 - September 2015
FactSet  September 2013 - March 2015
OTR Global   June 2012 - August 2012
MC Capital   October 2011 - December 2011
Young America Capital   June 2011 - August 2011

Skills
Series 7, Microsoft Excel, PowerPoint, Microsoft Word, Research, Capital IQ, Social Media, Microsoft Office, HTML, Public Speaking, Teamwork, Quantitative Research, Qualitative Research, Investment Banking

Education
The Johns Hopkins University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Steve Quintana Steve Quintana Bronx, New York Details
Steve Quintana's OTR Global Experience September 2012 - Present
Job Technical Support Administrator at OTR Global
Industry Financial Services
Experience
OTR Global   September 2012 - Present
Bank of America  June 2007 - July 2012
Bank of America  April 2004 - June 2007
Morgan Lewis & Bockius  October 2002 - March 2004
Pillsbury-Winthrop  January 2002 - April 2002
Fifth & Pacific Companies, Inc.   December 2001 - March 2002
Sidley, Austin, Brown and Wood   September 2001 - November 2001
SRA International Incorporated, Fairfax   August 1999 - April 2000

Skills
Active Directory, Disaster Recovery, Technical Support, Windows 7, Analysis, Project Management, Windows, Desktop Computers, Blackberry Enterprise..., Help Desk Support, Trading Systems, Desktop Administration, Citrix, Group Policy, Print Management, Symantec Backup

Education
Syracuse University   1995 — 1999
Bachelor's Degree, Information Technology

Fordham Preparatory   1991 — 1995

Brad Whitt Brad Whitt Dallas/Fort Worth Area Details
Brad Whitt's OTR Global Experience October 2011 - Present
Job Director of Software Research at OTR Global
Industry Research
Experience
OTR Global   October 2011 - Present
Gleacher & Company, Inc.   October 2007 - August 2011
RBC Capital Markets  March 2004 - September 2007
Southwest Securities  2000 - 2004

Skills
Equity Research, Capital Markets, Financial Modeling, Equities, Hedge Funds, Corporate Development, Enterprise Software, Valuation, Mergers, Series 7, Portfolio Management, Asset Managment, Due Diligence, Venture Capital, Corporate Finance

Education
Wake Forest University - Babcock Graduate School of Management   1995 — 1997
MBA

Appalachian State University   1981 — 1985
BSBA, International Business

Shellie Gazdik Shellie Gazdik Greater Los Angeles Area Details
Shellie Gazdik's OTR Global Experience August 2008 - January 2011
Job K12 Consultant at Hobsons
Industry E-Learning
Experience
Hobsons  March 2014 - Present
Pearson North America  April 2011 - February 2014
OTR Global   August 2008 - January 2011
Urban Academy   April 2007 - August 2008

Skills
Interviews, Program Management, Research, Project Management, Management, Business Analysis, Leadership, Strategic Planning, Social Media, Strategy, Business Development, Training, Market Research, Public Speaking, CRM, Higher Education, E-Learning, Consulting

Education
Beloit College   2000 — 2004
Bachelor of Arts (B.A.), History and Russian Studies

April Kaynor April Kaynor Greater New York City Area Details
April Kaynor's OTR Global Experience 1997 - 2004
Job #1 Sales Agent/2013 Top Producer
Industry Real Estate
Experience
AprilKaynorHomes Team at William Raveis Hamptons LLC   November 2013 - Present
William Raveis Real Estate  October 2010 - Present
AK Interiors   October 2005 - October 2010
OTR Global   1997 - 2004
Robertson, Stephens & Co.   1994 - 1997

Skills
Marketing, Marketing Strategy, Advertising, Social Media, Online Advertising, Real Estate, Sales, Real Estate Transactions

Education
Parsons The New School for Interior Design   2006 — 2008
Interior Design

Southern Methodist University   1989 — 1993
BA, Broadcast Journalism

Oscar Brugal Davila Oscar Brugal Davila Purchase, New York Details
Oscar Brugal Davila's OTR Global Experience September 2014 - November 2014
Job Investment Research Intern at OTR Global
Industry Financial Services
Experience
Manhattanville College  September 2013 - May 2015
Manhattanville College Admissions Office   September 2013 - May 2015
OTR Global   September 2014 - November 2014
Fulcrum Securities  May 2014 - August 2014
Vimenca   September 2011 - August 2013

Skills
Community Outreach, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Higher Education, Event Planning, Data Entry, Student Affairs, Public Speaking, Editing, Social Media, Fundraising, Facebook, Nonprofits, Teaching, Social Networking, Spanish, Outlook, Data Analysis, Bloomberg, Financial Modeling, Financial Analysis

Education
Manhattanville College   2013 — 2015
Bachelor’s Degree, Finance, 3.8

PUCMM   2011 — 2013

Severin Carlson Severin Carlson New York, New York Details
Severin Carlson's OTR Global Experience March 2014 - September 2014
Job Associate at Delos Living, LLC
Industry Real Estate
Experience
Delos®  September 2014 - Present
OTR Global   March 2014 - September 2014
Goldman Sachs  January 2013 - March 2014
Goldman Sachs  July 2009 - December 2012

Education
Northeastern University   2004 — 2009
Bachelor of Science (B.S.), Business Administration; Finance & Management

Fairfield Prep   2000 — 2004

Carol Schult Carol Schult Jacksonville, Florida Area Details
Carol Schult's OTR Global Experience October 2001 - Present
Job Great Clips Franchisee
Industry Retail
Experience
Great Clips  August 2002 - Present
OTR Global   October 2001 - Present
May Merchandising Corporation   July 1981 - June 2001

Skills
Merchandising, Retail, Franchising, Profit, Market Research, Leadership, Store Management, Purchasing, Team Building, Sales, Competitive Analysis, Inventory Management, P&L, Marketing, Visual Merchandising, Marketing Strategy, Strategic Planning

Education
Michigan State University   1970 — 1974
BS, Business

Margie Fishman Margie Fishman Greater Philadelphia Area Details
Margie Fishman's OTR Global Experience May 2008 - December 2010
Job Arts/Consumer Culture Reporter at The News Journal
Industry Writing and Editing
Experience
The News Journal  March 2012 - Present
Self-employed  June 2005 - Present
OTR Global   May 2008 - December 2010
Emory University  August 2006 - April 2008
Rast Marketing Research   February 2006 - September 2006
Raleigh News & Observer  September 2002 - June 2005
The Philadelphia Inquirer  December 1999 - March 2002

Education
University of Pennsylvania   1996 — 1999
BA, Sociology

Jennifer Rantin Jennifer Rantin Greater Los Angeles Area Details
Jennifer Rantin's OTR Global Experience 2008 - 2012
Job Professional Trainer and Consultant at Leading Learning
Industry Professional Training & Coaching
Experience
Leading Learning   2010 - Present
OTR Global   2008 - 2012
Mission Foods  1995 - 2004
Price Pfister  1990 - April 1995

Skills
Research, Journalism, Corporate Communications, Social Media, Strategic Planning, Content Development, Organizational..., Team Building, Market Research, Public Speaking, Management Consulting, Project Management, Management, Microsoft Excel

Education
University of California, Berkeley   1985 — 1989
BA, Social Science, Business

Rob Howe Rob Howe Greater New York City Area Details
Rob Howe's OTR Global Experience 2012 - Present
Job Head of Corporate Strategy at Liquidnet
Industry Financial Services
Experience
Liquidnet  September 2010 - Present
OTR Global   2012 - Present
Liquidnet  October 2005 - September 2010
GE Consumer Finance (GE Money)   2000 - 2005
GE  1997 - 1999
GE Lighting  1995 - 1997

Skills
Corporate Finance, Strategic Planning, Strategic Thinking, Strategic Analysis, Financial Analysis, Financial Planning, Financial Modeling, Mergers, IPO, Strategic Partnerships, Strategic Financial..., Equities, Business Strategy, Mergers & Acquisitions, Finance, Analysis, Managerial Finance, Investments, Leadership, Portfolio Management, Management, Private Equity, Board of Directors, Acquisition Analysis, Acquisition Integration, Recapitalizations, Pricing Strategy, Downsizing, Board Presentations, Auditing, Group Presentations, Talent Management, Talent Assessment, Business Development, Strategy

Education
Hamilton College   1991 — 1995
BA, Mathematics & Economics

Harvard Business School   2011 — 2011
Executive Education, Building New Businesses in Established Organizations

Greenhills School (High School)   1987 — 1991

Daniel Miao Daniel Miao Hanover, New Hampshire Details
Daniel Miao's OTR Global Experience March 2013 - June 2013
Job Junior Trader at Bunge
Industry Financial Services
Experience
Bunge  September 2015 - Present
Bunge  August 2014 - August 2015
Aspirex Investments LLC   July 2012 - June 2014
Belvedere Trading, LLC  June 2013 - August 2013
OTR Global   March 2013 - June 2013

Education
Dartmouth College   2010 — 2014
Bachelor of Arts, Mathematics and Economics

Council Rock High School South   2006 — 2010

Brendan Johnson Brendan Johnson Arlington, Virginia Details
Brendan Johnson's OTR Global Experience 2015 - 2015
Job Student at Dartmouth College
Industry Financial Services
Experience
Dartmouth Real Estate Development Club   November 2013 - Present
Dartmouth College Football Team   August 2012 - Present
OTR Global   2015 - 2015
Dartmouth Computer Store   June 2013 - August 2014
Capital Trust Group   June 2012 - June 2012

Skills
Leadership, Project Management, Sales, Analysis, Time Management, Research, Data Analysis, Public Speaking, PowerPoint, Fundraising, Microsoft Office, Event Planning, Editing, Microsoft Excel, Social Media, Microsoft Word, Customer Service

Education
Dartmouth College   2012 — 2016

Gonzaga College High School   2008 — 2012

Gabriella Barnes Gabriella Barnes Greater New York City Area Details
Gabriella Barnes's OTR Global Experience August 2013 - December 2013
Job Tailored Lending Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2014 - Present
Lincoln Financial Group  January 2014 - April 2014
OTR Global   August 2013 - December 2013
Morgan Stanley Wealth Management  June 2013 - August 2013
Manhattanville College  January 2013 - May 2013
The Metropolitan Museum of Art  December 2012 - May 2013
Water Authority of Western Nassau County   December 2012 - January 2013

Education
Manhattanville College   2011 — 2014
Bachelor of Arts (B.A.), Finance, 3.84/4.0

H. Frank Carey High School   2005 — 2011
High School Diploma, Regular/General High School

Harrison Gates Harrison Gates Boston, Massachusetts Details
Harrison Gates's OTR Global Experience June 2013 - August 2013
Job Business Analyst at MindStream Analytics
Industry Computer Software
Experience
MindStream Analytics  August 2014 - Present
OTR Global   June 2013 - August 2013
Rabobank  January 2013 - March 2013

Skills
Economics, Data Analysis, Financial Modeling, Research, Market Research, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Leadership

Education
Dartmouth College   2010 — 2014
Bachelor of Arts (BA), Mathematics, International Relations

College International   2012 — 2012
Mathematics

Warda Zahid Khan Warda Zahid Khan Greater New York City Area Details
Warda Zahid Khan's OTR Global Experience September 2011 - December 2011
Job Program Manager, Law and Franchise Integrity at MasterCard
Industry Financial Services
Experience
MasterCard  September 2014 - Present
MasterCard  February 2014 - Present
World Women Global Council   August 2012 - Present
MasterCard  August 2012 - January 2014
MassMutual Financial Group  February 2012 - May 2012
OTR Global   September 2011 - December 2011
Manhattanville College  August 2009 - April 2011
Manhattanville College  August 2009 - April 2011

Skills
Financial Modeling, Portfolio Management, Economics, Analysis, Leadership, Research, Public Speaking, Marketing, Event Management, Data Analysis, Team Leadership, Investments, Market Research, Financial Analysis, Spanish, Product Management, Strategy

Education
Manhattanville College   2008 — 2012
Bachelors, Finance

Lahore Grammar School   2006 — 2008
A-Levels, Economics, Law, Sociology, Urdu Language

Naomi Mannino Naomi Mannino Tampa/St. Petersburg, Florida Area Details
Naomi Mannino's OTR Global Experience June 2008 - Present
Job Personal Finance & Health Reporter, Content Writer
Industry Writing and Editing
Experience
CreditRepair.com  December 2014 - Present
Skyword Inc.  October 2014 - Present
MedShadow Foundation   October 2014 - Present
Ebyline, Inc.   November 2013 - Present
Bankrate.com, InsuranceQuotes.com, Bargaineering.com   January 2011 - Present
Orentreich Medical Group   May 2012 - Present
CreditSesame.com   April 2014 - Present
QuinStreet: Money-Rates.com, SavingsAccounts.com   June 2013 - Present
TheStreet.com: Mainstreet.com   April 2013 - Present
OTR Global   June 2008 - Present

Skills
Beauty Writing, Health Writing, Business Reporting, Copywriting, SEO Writing, Marketing Communications, Market Research, Instructional Design, Competitive Analysis, hair loss, personal finance, shopping, saving money, couponing, Web Content, Magazines, SEO, Health, Fitness, Nutrition, Catalogs, Ebooks, Beauty, Writing, Blogging, Social Media, Journalism, Ghostwriting, Content Development, Editorial, Research, Corporate Communications, Ghost-writing, Wordpress, Survey Research, Medical Writing, Hair Loss, Beauty Industry, SEO copywriting, Marketing, WordPress, Publications, Feature Articles, Social Media Marketing, Advertising, AP Style

Education
Pace University   1984 — 1988
BBA Marketing, Marketing/Advertising

Maggie Skelly, CPCU Maggie Skelly, CPCU Orlando, Florida Area Details
Maggie Skelly, CPCU's OTR Global Experience September 2002 - July 2008
Job Special Projects Manager, Field Resource Management
Industry Insurance
Experience
Liberty Mutual Insurance  January 2015 - Present
Liberty Mutual Insurance  July 2013 - September 2015
Liberty Mutual Insurance  August 2008 - July 2013
OTR Global   September 2002 - July 2008
Elon University  November 2005 - May 2008
AIG United Guaranty  May 2007 - August 2007

Skills
Leadership, Insurance, Management, Property & Casualty..., Negotiation, Training, Litigation, Project Management, Claims Management, Data Analysis, Customer Satisfaction, Time Management, Sales Operations, Customer Service, Coaching

Education
University of Georgia - Terry College of Business   2011 — 2013
MBA

Elon University   2004 — 2008
BS, Business Admin: Marketing and Finance

Cassie Ryding Cassie Ryding Greater Boston Area Details
Cassie Ryding's OTR Global Experience September 2011 - December 2011
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting   September 2013 - Present
Investor Group Services (IGS)   June 2012 - August 2012
OTR Global   September 2011 - December 2011
Concord Country Club  June 2010 - September 2010
Ryding Financial Services, LLC   2005 - September 2010

Education
Dartmouth College   2009 — 2013
Bachelor of Arts, Economics & Psychology

Westford Academy   2005 — 2009

Goodwill Batalingaya Goodwill Batalingaya Hanover, New Hampshire Details
Goodwill Batalingaya's OTR Global Experience August 2014 - December 2014
Job Undergraduate Senior at Dartmouth College
Industry Management Consulting
Experience
Brown Brothers Harriman & Co.   June 2015 - August 2015
Bank of America Merrill Lynch  April 2015 - April 2015
J.P. Morgan Asset Management   December 2014 - December 2014
OTR Global   August 2014 - December 2014
Dartmouth Academic Skills Center  November 2013 - December 2013
Columbia University School of Continuing Education  June 2013 - August 2013

Education
Dartmouth College   2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior

Dartmouth College - The Tuck School of Business at Dartmouth   2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing

Potomac Senior High School   2008 — 2012
High School Diploma, Summa Cum Laude

Juliana Rocha Juliana Rocha Austria area Details
Juliana Rocha's OTR Global Experience December 2008 - December 2010
Job Freelance Journalist based in Vienna, Austria
Industry Media Production
Experience
New Frontier Group   September 2013 - Present
Print and online media  May 2009 - Present
keyper — Tickets with friends   December 2014 - June 2015
eCleaners   May 2011 - December 2014
GfK  August 2014 - November 2014
Content Fleet GmbH   August 2013 - May 2014
Opera Mundi   October 2010 - December 2010
OTR Global   December 2008 - December 2010
New Content   April 2009 - May 2009
O Estado de São Paulo S/A   August 2008 - May 2009

Skills
Blogging, Social Media, Journalism, Press Releases, Creative Writing, Newsletters, Editing, Publications, Translation, Newspapers, Magazines, Editorial, Research, Publishing, News Writing, Public Relations, Digital Media, Media Relations, Corporate Communications, Writing, Digital Marketing, Online Journalism, WordPress, InDesign

Education
Universität Wien   2010 — 2016
Master, Publishing, Marketing

Universität Wien   2010 — 2016
BA, English and American Studies

Universidade Federal do Rio de Janeiro   2001 — 2005
Bachelor, Media and Communications, Journalism

Jennifer Stong Jennifer Stong Harrisburg, Pennsylvania Area Details
Jennifer Stong's OTR Global Experience 2003 - Present
Job Senior Reporter at OTR Global
Industry Information Technology and Services
Experience
OTR Global   2003 - Present
Various Publications  January 1993 - Present
GR Sponaugle   June 2000 - January 2002
The Communications Connection   January 1993 - January 2000

Skills
Enterprise Software, Marketing Communications, Blogging, Thought Leadership, Public Relations, Market Research, Corporate Communications, Competitive Analysis, New Business Development, Start-ups, Business Development, Content Management, Entrepreneurship, Virtualization, Press Releases, Sales, Social Media, Editing, Marketing Strategy, Project Management, Management

Education
Lock Haven University of Pennsylvania   1991 — 1993

Lebanon Valley College   1990 — 1992

Pranvera Hoxhaj Pranvera Hoxhaj Greater New York City Area Details
Pranvera Hoxhaj's OTR Global Experience August 2015 - Present
Job Investment Research Analyst Intern at OTR Global
Industry Financial Services
Experience
OTR Global   August 2015 - Present

Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Mac, Access, SharePoint, Filing, Data Entry, Telephone Skills, Time Management, Social Media, Public Speaking, Financial Analysis, Leadership, Microsoft Word, Research, Finance, Teamwork

Education
Manhattanville College   2012 — 2016
Bachelor's Degree, Finance, History, 3.6

Manhattanville College   2012 — 2016
Finance, History

lakeland highschool

Yash Bhatnagar Yash Bhatnagar Durham, North Carolina Details
Yash Bhatnagar's OTR Global Experience June 2015 - August 2015
Job Student at Duke University
Industry Financial Services
Experience
OTR Global   June 2015 - August 2015
Whitehead Institute  June 2014 - August 2014
Johns Hopkins University  June 2013 - August 2013

Education
Duke University   2013 — 2017
B.S.E: Biomedical Engineering & Minor: Finance

Thomas Jefferson High School for Science and Technology   2009 — 2013

Leila Ertel Leila Ertel Sacramento, California Area Details
Leila Ertel's OTR Global Experience January 2006 - January 2008
Job
Industry Marketing and Advertising
Experience
VSP Global  May 2015 - Present
Murano Group   June 2013 - May 2015
eBay Inc  September 2013 - January 2014
Bureau of Trade   April 2012 - May 2013
Murano Group   December 2008 - April 2012
OTR Global   January 2006 - January 2008
State University of New York at Oswego  May 2004 - May 2005

Skills
Eloqua, MailChimp, Constant Contact, Social Media, Marketing, Editing, Research, Social Media Marketing, Email Marketing, Advertising, Analysis, Newsletters, Customer Service, Strategy, Data Entry, Nonprofits, Budgets, Public Relations, Social Networking, Event Management, Microsoft Office, Microsoft Word, Public Speaking, Non-profits, Microsoft Office..., SPSS Statistical..., Microsoft...

Education
San Francisco State University
MPA, Public Administration

State University of New York College at Oswego
BA, Psychology & Public Justice

Jessica Lum Jessica Lum San Francisco, California Details
Jessica Lum's OTR Global Experience September 2010 - September 2011
Job Manager, Programs and Communications at Hotel Council of San Francisco
Industry Environmental Services
Experience
Hotel Council of San Francisco   January 2014 - Present
San Francisco Department of the Environment  September 2011 - January 2014
OTR Global   September 2010 - September 2011
Brilliant Earth  November 2009 - September 2010
Environmental Services Department, City of San Jose   June 2009 - September 2009
greenspace   June 2008 - September 2009
Think Local First - Santa Cruz   April 2009 - June 2009
Campaign for Sensible Transportation   April 2009 - June 2009
The Green Architect   January 2006 - March 2006

Skills
Zero Waste, Zero Waste Event..., Policy Implementation, NetSuite, Green Building, GIS, Community Outreach, Environmental Awareness, Training, Environmental Policy, Waste Reduction, Waste Management, Sustainability, Program Management, Environmental Issues

Education
University of California, Santa Cruz   2005 — 2009
BA, Economics and Environmental Studies

Chastity O'Sullivan Chastity O'Sullivan Greater New York City Area Details
Chastity O'Sullivan's OTR Global Experience September 2011 - April 2014
Job Strategic Account Marketing Manager at Grant Thornton
Industry Financial Services
Experience
Grant Thornton LLP  June 2015 - Present
Grant Thornton LLP  April 2014 - June 2015
OTR Global   September 2011 - April 2014
Artio Global Investors  April 2010 - April 2011
Great-West Retirement Services  April 2008 - April 2010
Irish Echo Newspaper   May 2004 - April 2008

Skills
Marketing Communications, Copywriting, Corporate Communications, InDesign, Social Media, Newsletters, Press Releases, Microsoft Excel, Writing, Marketing, Advertising, PowerPoint, Photoshop, Microsoft Word, Editing, Google Analytics, AP Style, Blogging, Integrated Marketing, Account Management, Digital Media, Event Coordination, Pagination, RFP, Event Planning

Education
SUNY New Paltz   2000 — 2004
Bachelor of Arts (B.A.), Journalism

Zoe Mannino Zoe Mannino Greater New York City Area Details
Zoe Mannino's OTR Global Experience December 2012 - November 2013
Job Public Relations and Fashion Blogging Intern at BERRICLE
Industry Marketing and Advertising
Experience
Susan Joy Studios   January 2015 - February 2015
KAELEN NYC   January 2015 - February 2015
Downstate Juniors Volleyball Club  November 2012 - January 2015
The College Racquet Club   August 2014 - December 2014
OTR Global   December 2012 - November 2013
Sawchuk Insurance Agency   May 2013 - August 2013
Racked.com (Racked National)   March 2013 - April 2013
Beauty Within TV   January 2013 - March 2013
Hollister  November 2010 - March 2011

Skills
Sales, Marketing, Social Media, Blogging, Editorial, Social Networking, Microsoft Word, Apparel, Event Planning, Public Relations, Event Management, Research, Fundraising, Social Media Marketing, Marketing Communications, Facebook, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Fashion, Time Management, Photoshop, HootSuite, E-commerce SEO

Education
Concordia College New York   2012 — 2016
Bachelor of Arts (B.A.), English/ Communications

Fashion Institute of Technology
Fashion Styling Certification

Springstead Highschool   2008 — 2012
Completed Highschool Diploma, English Language and Literature, General

Tony Abate Tony Abate Troy, New York Details
Tony Abate's OTR Global Experience March 2005 - May 2008
Job Demandside Resources R&D at NYSERDA
Industry Government Administration
Experience
NYSERDA  June 2008 - Present
OTR Global   March 2005 - May 2008

Skills
Analysis, Project Management, Program Management, Strategic Planning, Project Planning, Research, Requirements Analysis, Business Process..., Data Analysis, Market Research, Energy, Renewable Energy, Energy Efficiency, Contract Negotiation, Contract Management, Automation, Green Building, Construction Management, Smart Grid

Education
Rensselaer Polytechnic Institute   1993 — 1997
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Rensselaer Polytechnic Institute   1989 — 1993
Bachelor's Degree, Mechanical Engineering

Brittonkill Central High School   1985 — 1989
High School

Paige Cobbs Paige Cobbs New York, New York Details
Paige Cobbs's OTR Global Experience November 2014 - Present
Job Institutional Equity Sales at OTR Global
Industry Financial Services
Experience
OTR Global   November 2014 - Present
Raymond James Financial Inc.  July 2013 - November 2014
Hess Corporation  May 2012 - August 2012
Capstone Strategic  January 2012 - February 2012
The Back Porch Cafe   2008 - 2011

Skills
Economics, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Data Analysis, Equities, Hedge Funds, Institutional Sales, Valuation, Mergers, Marketing Strategy

Education
Bucknell University
BA, Economics

St. Mary's High School

Trinity College in Rome

Vanderbilt University
Vanderbilt Accelerator Program

Yufei Jiang Yufei Jiang Greater New York City Area Details
Yufei Jiang's OTR Global Experience July 2013 - September 2013
Job Accounting and Finance Major at Kelley School of Business
Industry Accounting
Experience
Kumon  September 2013 - June 2014
OTR Global   July 2013 - September 2013

Skills
Team Management, Chinese, French, Communication, Microsoft Excel

Education
Indiana University - Kelley School of Business   2014 — 2018
Bachelor's Degree, Accounting and Finance

Trumbull High School   2010 — 2014
High School

Melanie R. Norman Melanie R. Norman Boston, Massachusetts Details
Melanie R. Norman's OTR Global Experience June 2015 - August 2015
Job Student at Boston University
Industry Marketing and Advertising
Experience
NYBulls.com   June 2010 - Present
OTR Global   June 2015 - August 2015
Brae Burn Country Club  June 2013 - August 2013
OTA Management LLC  June 2011 - August 2012

Skills
Data Analysis, Project Management, Microsoft Excel, Presentation Development, PowerPoint

Education
Boston University Questrom School of Business   2014 — 2018
Sophomore

Scarsdale High School   2010 — 2014
High School Diploma

Jarrett Harris Jarrett Harris Greater New York City Area Details
Jarrett Harris's OTR Global Experience September 2012 - Present
Job Managing Editor at OTR Global
Industry Financial Services
Experience
OTR Global   September 2012 - Present
OTR Global   July 2010 - Present
OTR Global   November 2005 - June 2010
OTR Global   February 2004 - October 2005
Jack Hayford Ministries   May 2003 - August 2003

Skills
Research, Copywriting, Marketing, Project Management, Market Research, Editing

Education
Bradley University   1999 — 2003
B.S.

Deidre Evans Deidre Evans Chicago, Illinois Details
Deidre Evans's OTR Global Experience June 2010 - July 2010
Job Transforming audiences through strategic, engaging and inspiring experiences. Account Executive | Under the Radar
Industry Marketing and Advertising
Experience
Under The Radar, An Experiential Communications Agency  February 2014 - Present
Navistar Defense  March 2013 - February 2014
Navistar Defense  October 2011 - March 2013
Northern Illinois University  August 2011 - November 2011
Baird & Warner  July 2010 - August 2011
Northern Illinois University  May 2010 - August 2011
OTR Global   June 2010 - July 2010
Northern Illinois University  August 2007 - April 2010

Skills
Marketing, Leadership, Social Media, Market Research, Marketing Strategy, Social Media Marketing, Proposal Writing, Project Management, Marketing Communications, Account Management, Marketing Research, Event Planning, Salesforce.com, Negotiation, Team Leadership, Sales

Education
Northern Illinois University   2010 — 2011
M.B.A, International Marketing

Northern Illinois University   2006 — 2010
B.S., Marketing with an emphasis in Interactive Marketing

Claudia Hrusa Geller Claudia Hrusa Geller Beaverton, Oregon Details
Claudia Hrusa Geller's OTR Global Experience November 2002 - Present
Job Sr. Reporter/Analyst at OTR Global
Industry Market Research
Experience
OTR Global   November 2002 - Present
Lam Research  March 1994 - September 2001
Etec Systems, Inc. (now owned by Applied Materials)   July 1989 - March 1994
Lam Research  January 1988 - July 1989
SiScan Systems   December 1986 - January 1988
Ultratech  April 1984 - December 1986
IBM  January 1981 - April 1984

Skills
Research, Mobile, Mobile Communications, Wireless, Market Research, Mobile Devices, Product Marketing, Semiconductors, Copywriting, Management, Strategy, Social Networking, Product Development, Leadership, Competitive Analysis, B2B, Corporate Communications, Business Development, Press Releases, Blogging, Telecommunications, Business Strategy, Marketing Communications, Start-ups, Social Media Marketing, Editing, Marketing Strategy, Online Marketing, CRM, E-commerce, Digital Media, Content Management, Public Relations, Integrated Marketing, SEO, Online Advertising, Social Media, Content Development, New Media, Media Relations, Marketing Research, Manufacturing, Strategic Planning, Program Management, Semiconductor Industry, Process Engineering, Project Management, Engineering

Education
San Jose State University   1979 — 1981
Chemistry, Analytical Chemistry, Genetics

Monterey Peninsula College   1976 — 1978

Carmel High School   1973 — 1976

Khanh P. Ngo Khanh P. Ngo Greater Boston Area Details
Khanh P. Ngo's OTR Global Experience June 2011 - August 2011
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group  July 2014 - Present
Public Service Economics   November 2014 - Present
Babson College  March 2013 - Present
G51 Capital  September 2013 - May 2014
Boston Global Forum   August 2013 - January 2014
Babson Entrepreneurial Leadership Academy   August 2013 - August 2013
EMC  July 2012 - 2013
OTR Global   June 2011 - August 2011
Stephen D. Cutler Center for Investments and Finance   September 2010 - May 2011
Babson College Fund  April 2010 - April 2011

Skills
Bloomberg Terminal, Factset, Morningstar, Capital IQ, Equity Valuation, Consulting, Financial Modeling, Financial Analysis, Investments, Bloomberg, Valuation, Entrepreneurship, Economics, Equity Research, Corporate Finance, Microsoft Excel, Equities, Business Strategy, Portfolio Management, Analysis, Research, Finance, Asset Managment, Market Research, Strategy, Due Diligence, Business Development, Management, Leadership, Venture Capital

Education
Boston College - Carroll School of Management   2013 — 2014
Master of Science (M.Sc.), Finance, Asset Management

Babson College   2008 — 2012
Bachelor of Science (BSc. Honors), Finance, Philosophy, and Economics, Magna cum Laude

The London School of Economics and Political Science (LSE)   2010 — 2010
International Politics

Saigon South International School   2005 — 2008
Highschool Diploma

Giuseppe Stuto Giuseppe Stuto Greater Boston Area Details
Giuseppe Stuto's OTR Global Experience September 2010 - January 2011
Job CoFounder at SmackHigh. Mentor at BUILD.
Industry Computer Software
Experience
SmackHigh   February 2014 - Present
BUILD  April 2013 - June 2014
ShoutHub   March 2012 - April 2013
Auctus Partners   December 2010 - March 2012
SVG Capital   January 2011 - May 2011
OTR Global   September 2010 - January 2011
Merrill Lynch  June 2010 - August 2010
Merrill Lynch  September 2009 - December 2009
Gordon Brothers Group  January 2009 - September 2009

Skills
Start-ups, Valuation, Venture Capital, Software Development, Fundraising, Lean Startup, Startup Development, Software Project..., Software Architectural..., Objective-C, JavaScript, HTML5, iPhone Application..., Mobile Application..., Due Diligence, PowerPoint, Social Media, Business Development, Business Planning, Financial Modeling, Finance, Financial Analysis, Management, Private Equity, Strategy, Investments, Mobile Applications, Entrepreneurship, Leadership

Education
Boston University Questrom School of Business   2007 — 2011
BSBA, Finance

Malden Catholic High School   2003 — 2007

Brendan Fitzpatrick Brendan Fitzpatrick San Francisco, California Details
Brendan Fitzpatrick's OTR Global Experience May 2011 - August 2011
Job Fuel Oil Sales
Industry Oil & Energy
Experience
Glencore  January 2013 - Present
OTR Global   May 2011 - August 2011

Education
Saint Lawrence University   2008 — 2012
BA/BA, History, Economics

Howard Rothman Howard Rothman Greater Denver Area Details
Howard Rothman's OTR Global Experience 2001 - August 2012
Job Author, Consultant
Industry Financial Services
Experience
Annamel Media   1981 - Present
OTR Global   2001 - August 2012
C-SPAN  1999 - 2008
Amazon  1996 - 2002
Jackson Hole Guide   1979 - 1981

Skills
Published Author, Writing, Editing, Ghostwriting, Business Journalism, Online Journalism, Book Reviews, Magazine Articles, Social Media Marketing, Newsletter Production, Project Management, Blogger, Editorial Consulting, Journalism, Blogging, Corporate Communications, Books, Building Relationships, Highly Reliable, Marketing, Newspapers, New Media, Web Content, Copy Editing, Storytelling, News Writing, Magazines, Content Development, Feature Articles, Publications, Press Releases, Social Media, Newsletters, Proofreading

Education
Penn State University   1971 — 1974
BA, Journalism

Central High School (Philadelphia)   1967 — 1971
Bachelor's degree

Karina Kongo Karina Kongo Norwalk, Connecticut Details
Karina Kongo's OTR Global Experience 2012 - Present
Job Economics & Accounting Professional
Industry Accounting
Experience
OTR Global   2012 - Present
Quark Expeditions  2007 - 2010

Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Finance, Analysis, Corporate Finance, Budgets, GAAP, Due Diligence, Valuation, NetSuite, Economics, Economic Research, Broker-Dealer, FINRA

Education
The University of Connecticut   2010 — 2012
Bachelor of Arts (B.A.), Economics, 3.77

Colby Lennon Colby Lennon Greater New York City Area Details
Colby Lennon's OTR Global Experience July 2015 - Present
Job Junior Business Analyst at OTR Global
Industry Investment Banking
Experience
OTR Global   July 2015 - Present
William E. Simon School of Business, University of Rochester   July 2014 - June 2015
Lennon Crane & Equipment Company   June 2011 - 2014
University of Rochester Medical Center  May 2012 - September 2012
Windstream (Formerly PAETEC Holding Corp)   January 2011 - April 2011
Simon School of Business, University of Rochester  September 2010 - December 2010
NCA Partners LLC   June 2010 - August 2010

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Research, Communication Skills, Market Research, Entrepreneurship, Innovation, Finance, Public Speaking, Business Planning, Data Analysis, Marketing, Data Entry, Databases, Business Development, Business Strategy, Business Analysis, Organization, Product Development, Financial Modeling

Education
William E. Simon School of Business   2014 — 2015
Master of Science (MS), International Finance

University of Rochester   2008 — 2012
Bachelor of Arts (B.A.), Business; Entrepreneurship and Financial Economics

Chaparral High School   2004 — 2008

Michelle Kupersmith Michelle Kupersmith Greater New York City Area Details
Michelle Kupersmith's OTR Global Experience May 2009 - August 2009
Job Assistant Manager, Special Events at New York Public Library
Industry Events Services
Experience
New York Public Library  October 2013 - Present
Bowen & Company  October 2012 - October 2013
Bowen & Company  August 2011 - October 2012
HiTouch Business Services  May 2010 - February 2012
Bowen and Company   February 2011 - May 2011
The Saxton Group Ltd  September 2010 - December 2010
University of Connecticut Co-op  January 2007 - April 2010
OTR Global   May 2009 - August 2009

Education
University of Connecticut   2006 — 2010
BS, Finance, Psychology (minor)

Brian Cooke Brian Cooke Fort Collins, Colorado Details
Brian Cooke's OTR Global Experience October 2007 - Present
Job business writer and editor
Industry Writing and Editing
Experience
OTR Global   October 2007 - Present
BC Communications (personal freelance business)   2008 - Present
AMD  January 2013 - March 2014
ADP - Screening & Selection Services  March 2012 - July 2012
Merriman Curhan Ford & Co  March 2005 - September 2007
Kaufman Bros.  April 2004 - November 2004
Off The Record Research   June 1995 - April 2004
RCM Capital Management  August 1989 - May 1995
ORFI Systems   December 1988 - July 1989

Skills
Editing, Writing, Technical Writing, News Writing, Newsletters, Corporate Communications, Market Research, Research Project..., Website Development, Social Media, Public Speaking, SEC compliance, Webmaster Services, Content Management, Project Management, Corporate Blogging, Website Copy, Academic Writing, Online Research, Search Engine..., Professional Networking, BlueMatrix, Marketing Communications, Document Processing, Journalism, Web Content, Semiconductors, Editorial, Technical Communication, Interviews, Copy Editing, Content Development, Marketing, Copywriting, Social Networking, Newspapers, SEO, Publishing, Advertising, Marketing Copy, Text Editing

Education
Lehigh University   1985 — 1989
BA, Journalism Science Writing

Golden Gate University

Lupine Skelly Lupine Skelly Spokane, Washington Area Details
Lupine Skelly's OTR Global Experience May 2013 - August 2014
Job Senior Vice President, Equity Research at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities  September 2014 - Present
OTR Global   May 2013 - August 2014
OTR Global   2008 - 2013

Education
The University of New Mexico   2002 — 2004
MA, Latin American Studies

Willamette University   1995 — 1999
BA, Business Economics

Jerilee Olmstead Jerilee Olmstead Cupertino, California Details
Jerilee Olmstead's OTR Global Experience October 2004 - July 2012
Job Editor at Apple Inc.
Industry Marketing and Advertising
Experience
Apple  July 2012 - Present
OTR Global   October 2004 - July 2012
Governmental Advocates   January 2004 - October 2004

Skills
Editing, Blogging, Press Releases, Journalism, Corporate Communications, Newsletters, Public Relations, Social Media, Content Development, Copy Editing, Copywriting, Market Research, Editorial, Newspapers, Media Relations, Content Management, News Writing, Web Content, Marketing Communications, AP Style

Education
California State University-Chico   1998 — 2002
Journalism

Red Pfohl Red Pfohl New York, New York Details
Red Pfohl's OTR Global Experience October 1996 - June 2011
Job Institutional Sales at Dash Financial
Industry Financial Services
Experience
Dash Financial  March 2015 - Present
Jordan River Advisors   October 2014 - February 2015
Strategic Capital Investment LLC   July 2013 - September 2014
Sammons Securities Co, LLC; member FINRA/SIPC   January 2013 - June 2013
TE4 Capital Management, LLC   July 2011 - December 2012
OTR Global   October 1996 - June 2011
Trimark  1995 - 1996
Trimark  1995 - 1996

Skills
Equities, Hedge Funds, Risk Management, Customer Relations, Asset Management, Portfolio Management, Alternative Investments, Investments, Investor Relations, Investor Development, Investor Liaison, Trading, Capital Markets, Asset Managment, Series 7, Business Development, Customer Service, Securities, FINRA, Entrepreneurship, Private Equity, Asset Allocation, Fund Of Funds, Bloomberg, Investment Strategies, Fixed Income, Series 63, Mutual Funds, Options, Valuation, Management, Trading Strategies, ETFs, Emerging Markets, Equity Research, Investment Advisory, Investment Management, Financial Services, Financial Markets, Equity Trading

Education
Barry University   1988 — 1991

Spring Hill College   1986 — 1988

Culver Military Academy   1984 — 1986

Lisa Bullock Alston Lisa Bullock Alston Roswell, New Mexico Details
Lisa Bullock Alston's OTR Global Experience April 2001 - December 2011
Job Development Officer at Reflections & Recovery Ministries
Industry Market Research
Experience
Blueshift Research  April 2013 - Present
Reflections & Recovery Ministries   March 2013 - Present
OTR Global   April 2001 - December 2011
Crownpoint Institute of Technology   August 1998 - May 2001
Molzen Corbin & Associates  1993 - May 1997
Prudential Sun Belt Realty   1991 - 1992
John L Scott Real Estate  1989 - 1991
Interstate Distributor Co.  1988 - 1990

Skills
Market Research, Press Releases, Corporate Communications, Copy Editing, Newsletters, Blogging, Editing, Journalism, Marketing Communications, Social Media, Competitive Analysis, Content Development, Research, Marketing Strategy, Public Relations, Investigative Reporting, Proofreading, Editorial, Management

Education
McMurry University   1985 — 1989
BMu, music, religion, education

Conan Li Conan Li Baltimore, Maryland Area Details
Conan Li's OTR Global Experience July 2013 - July 2014
Job Software Investment Professional
Industry Venture Capital & Private Equity
Experience
JMI Equity  August 2014 - Present
OTR Global   July 2013 - July 2014
Student Managed Investment Fund  September 2012 - May 2013
Nomura Securities  June 2012 - September 2012
Merrill Lynch  May 2011 - August 2011

Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting

Education
Fordham University   2009 — 2013
Bachelor's degree, Finance, 3.5

Trinity Catholic High School   2005 — 2009

Erik Warnquist Erik Warnquist Hanover, New Hampshire Details
Erik Warnquist's OTR Global Experience December 2013 - March 2014
Job Student at Dartmouth College
Industry Financial Services
Experience
Goldman Sachs  June 2015 - August 2015
Tuck School of Business  May 2014 - September 2014
OTR Global   December 2013 - March 2014
The Dartmouth, Inc.   September 2012 - September 2013
NextGenJournal.com   June 2012 - October 2012
Yankee Institute for Public Policy  June 2012 - August 2012

Skills
Social Media, New Media, Microsoft Excel, Online Research, Quantitative Research, Public Policy, Tax Policy, Statistical Software, Google Analytics, Politics, Press Releases, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Leadership

Education
Dartmouth College   2012 — 2016
Bachelor's Degree, Economics

University of Oxford
Economics

Loudoun County Academy of Science   2008 — 2012
Advanced Diploma

Heritage High School   2008 — 2012
High School

Mark Specker Mark Specker Minneapolis, Minnesota Details
Mark Specker's OTR Global Experience September 2009 - October 2011
Job Financial Advisor at UBS
Industry Financial Services
Experience
OTR Global   September 2009 - October 2011
Thomson Reuters  September 2008 - July 2009
Reuters America  August 2006 - September 2008
WR Hambrecht + Co  January 2004 - February 2006
SoundView Technology Group  August 1996 - January 2004
Gartner  June 1987 - August 1996

Education
Columbia University in the City of New York   1983 — 1987
AB, Computer Science

Marc Lepp Marc Lepp Greater Los Angeles Area Details
Marc Lepp's OTR Global Experience 2006 - 2009
Job Principal at Doctorsoft
Industry Financial Services
Experience
Doctorsoft   2009 - Present
OTR Global   2006 - 2009
Self Employed  2005 - 2006
Catholic Healthcare West  1999 - 2004
UniHealth  1995 - 1999
Sequent Computer Systems  1990 - 1995

Skills
Cloud Computing, SaaS, Strategic Partnerships, Program Management, Start-ups, Professional Services, Competitive Analysis, Business Development, Enterprise Software, HTML, Copywriting, Mobile Devices, Corporate Communications, Interviews, Editing, Magazines, Blogging, Product Marketing, Writing, Public Relations, Strategic Planning, Leadership Development, Media Relations, Microsoft Word, Business Strategy

Education
Northwestern University
BS

The Prairie School

The Prairie School

The Prairie School

The Prairie School

Hope (McGill) Norman Hope (McGill) Norman San Diego, California Details
Hope (McGill) Norman's OTR Global Experience September 2006 - April 2010
Job Experienced Researcher/Writer
Industry Research
Experience
Blue Heron Research Partners  March 2012 - Present
OTR Global   September 2006 - April 2010
Covance  June 2000 - June 2006
Tony La Russa's Animal Rescue Foundation  July 1999 - June 2000
St. Vincent Medical Center  July 1998 - July 1999

Skills
Medical Writing, Market Research, Oncology, Corporate Communications, Newsletters, Healthcare Reimbursement, Marketing Research, Contractors, Investment Research, Interviews, Telephone Interviewing, Medical Coding, Medical Terminology, Lifesciences, Gerontology, Entrepreneurship, Report Writing, Biotechnology, Qualitative Research, Research, Competitive Intelligence, Health Economics, Data Analysis, Primary Research, Life Sciences, Management, Strategic Planning

Education
University of California, Los Angeles   1996 — 1998
MSW, Gerontology, Public Policy

San Diego State University-California State University   1992 — 1996
BA, Psychology

Robert Cardone Robert Cardone Greater New York City Area Details
Robert Cardone's OTR Global Experience November 2010 - March 2015
Job VP and Controller at Remedy Partners
Industry Financial Services
Experience
Remedy Partners  March 2015 - Present
OTR Global   November 2010 - March 2015
Siemens Healthcare Diagnostics  April 2007 - November 2010
Russell Reynolds Associates  March 2006 - April 2007
Premcor Refining  2004 - 2006
Instinet Incorporated  January 2000 - December 2003
Instinet Incorporated  April 1994 - December 1999
Instinet Incorporated  March 1991 - April 1994
Smith Barney Brokerage Firm  January 1989 - March 1991
Arthur Andersen & Co.   September 1987 - January 1989

Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Analysis, Forecasting, Risk Management, Accounting, Managerial Finance, Process Improvement, Variance Analysis, Financial Modeling, Internal Controls, Hyperion Enterprise, SAP, General Ledger, Hyperion

Education
Iona College   1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting

Daisy Olivo Daisy Olivo Lexington, Kentucky Area Details
Daisy Olivo's OTR Global Experience January 2009 - August 2010
Job Operations Manager at Kentucky Horse Council
Industry Nonprofit Organization Management
Experience
Kentucky Horse Council   April 2014 - Present
Clean Team   January 2009 - January 2014
OTR Global   January 2009 - August 2010
Missouri Department of Labor and Industrial Relations  November 2007 - January 2009
University of Missouri-Columbia  August 2006 - November 2007
Missouri Chamber of Commerce and Industry  2004 - 2006
Missouri Secretary of State  January 2002 - March 2004

Skills
Public Policy, Press Releases, Government, Public Relations, Legislative Relations, Research, State Government, Journalism, Media Relations, Blogging, Newsletters, Social Media, Copywriting, Politics, Strategic Communications, Public Speaking, Social Media Marketing, Social Networking, Policy Analysis, Marketing Strategy

Education
University of Missouri-Columbia   1997 — 2001
BA, English, Communications

Robin MacLeod Robin MacLeod Longmeadow, Massachusetts Details
Robin MacLeod's OTR Global Experience March 2003 - Present
Job OTR Global
Industry Financial Services
Experience
OTR Global   March 2003 - Present
Big Y Foods  1997 - 2003

Skills
Business Development, Recruitment, Training & Development, Market Research, Sales, Recruiting, Team Building, Customer Service, Employee Training, Project Management, Strategic Planning

Education
Cambridge College   1998 — 2002
MM, Management

Justin Pillette Justin Pillette Austin, Texas Details
Justin Pillette's OTR Global Experience April 2004 - Present
Job Editor, Restaurants at OTR Global
Industry Market Research
Experience
OTR Global   April 2004 - Present
Pillette Investment Management   June 1998 - March 2004

Skills
Journalism, Editing, Market Research, Research, Editorial, Proofreading, Social Media, Web Content, Copy Editing, Newsletters, News Writing, Press Releases, Content Development, Copywriting, Corporate Communications, Newspapers, Content Management

Education
University of California, Berkeley
Bachelor of Arts (B.A.), English Language and Literature, General

Lois Sakany Lois Sakany Greater New York City Area Details
Lois Sakany's OTR Global Experience 2002 - Present
Job Fashion & Retail Editor
Industry Internet
Experience
OTR Global   2002 - Present
The Snobette   April 2013 - Present
NY Gothams Youth Baseball   March 2012 - Present
Highsnobette   August 2006 - March 2013

Skills
Blogging, Copywriting, Journalism, Editorial, Social Media Marketing, Photoshop, Editing, New Media, Social Media, Photography, Public Relations, Press Releases, Advertising, Digital Media, Content Strategy, Magazines, Copy Editing, Creative Writing, Media Relations, Creative Direction, Web Content, Marketing Communications, Newspapers, Publishing, Content Development, Marketing, WordPress, Fashion, Social Networking, Online Marketing, Content Management, Newsletters, Corporate Communications, Facebook, Feature Articles, Publicity, Video Production, Online Advertising, Proofreading, News Writing, Television, SEO, Video, Strategic Communications, SEO copywriting, Online Journalism, Online Publishing

Education
University of Florida

Carin Davenport Carin Davenport Greater Chicago Area Details
Carin Davenport's OTR Global Experience September 2014 - Present
Job Managing Editor Consumer Retail at OTR Global
Industry Market Research
Experience
OTR Global   September 2014 - Present
OTR Global   September 2012 - September 2014
OTR Global   May 2007 - September 2012
OTR Global   March 2008 - November 2010
OTR Global   January 2001 - May 2007

Skills
Market Research, Competitive Analysis, Marketing Strategy, Business Development, Corporate Communications, Social Media, Research, Strategic Planning, Public Speaking, Marketing, Marketing Communications, Editing, Newsletters, Project Management, Team Building, Series 7, Management

Education
Carroll College   1997 — 2001
Bachelor of Science, Communications, Business

Forrest Lindekens Forrest Lindekens Greater New York City Area Details
Forrest Lindekens's OTR Global Experience December 2014 - Present
Job Coaching M&A Management Consulting Private Equity Business Development Non Profit Research
Industry Management Consulting
Experience
RecruitiFi  April 2015 - Present
OTR Global   December 2014 - Present
FogLax   April 2014 - Present
G5J Consulting   October 2011 - Present
LRN  June 2013 - December 2014
Trilogy Lacrosse  October 2011 - August 2013
Leadership Research Institute  September 2009 - October 2011
Corporate Executive Board  October 2006 - November 2008
Legg Mason  May 2005 - May 2006

Skills
New Business Development, Organizational..., Leadership Development, Product Management, Management Consulting, Salesforce.com, Business Development, Business Strategy, Sales, Lead Generation, Social Media, SaaS, Strategic Planning, Marketing, Project Management, Contract Negotiation, Change Management, Financial Services, Strategy, Sales Management, Marketing Communications, Go-to-market Strategy, Start-up Consulting, Sales Process, Team Management, Start-ups, Strategic Partnerships, Executive Management, Leadership, Program Management, Management, CRM, Consulting, Competitive Analysis, Marketing Strategy

Education
Salisbury University   1999 — 2003
Bachelor of Arts, Business Management / Political Science

Fox Lane High School

Barb Ebert Barb Ebert Sycamore, Illinois Details
Barb Ebert's OTR Global Experience November 2013 - August 2015
Job Math Teacher at Marmion Abbey/Academy
Industry Higher Education
Experience
Marmion Abbey/Academy  August 2015 - Present
OTR Global   November 2013 - August 2015
St. Mary's School Sycamore   August 2008 - January 2013
OTA/Off The Record Research   1997 - 2010
Dun & Bradstreet  1993 - 1995
Memorial Hospital  1991 - 1992

Skills
Market Research, Customer Service, Marketing Communications, Project Management, Verbal & Written..., Industry Research, Presenter, Research, Marketing, Business Strategy, Financial Analysis, Financial Market..., Teaching, Public Speaking, Nonprofits, Fundraising, Sales, Analysis, Strategic Planning, Time Management, Leadership, Management

Education
University of Illinois at Urbana-Champaign - College of Business   1984 — 1988
Bachelor of Science (B.S.), Marketing

Northern Illinois University   1991 — 1993
Master of Business Administration (MBA), Marketing

Oswego High School

Sheila Cunningham Sheila Cunningham San Francisco, California Details
Sheila Cunningham's OTR Global Experience 2006 - January 2012
Job Business Consultant at Business Sense for Entrepreneurs
Industry Professional Training & Coaching
Experience
Business Sense for Entrepreneurs   January 2014 - Present
Women's Initiative for Self-Employment  March 2009 - April 2014
OTR Global   2006 - January 2012
San Francisco State University  2005 - 2008
Compass Technology Group  2000 - 2004
BusinessWeek Magazine  1972 - 1984

Skills
Strategy, Start-ups, Entrepreneurship, Investments, Financial Analysis, Business Planning, Private Equity, Business Development, Asset Management, Equities, Analysis, Competitive Analysis, Portfolio Management, Business Analysis, Research, Corporate Finance

Education
Bryn Mawr College
AB, Economics

New York University - Leonard N. Stern School of Business
MBA, Finance

Bridget Wyatt Bridget Wyatt Greater New York City Area Details
Bridget Wyatt's OTR Global Experience October 2005 - June 2010
Job Institutional Equity Sales at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  June 2010 - Present
OTR Global   October 2005 - June 2010
PricewaterhouseCoopers  2002 - 2005

Education
Penn State University   1997 — 2001
BS, Finance and International Business

Carrie Hadler Carrie Hadler San Francisco Bay Area Details
Carrie Hadler's OTR Global Experience 1995 - 2003
Job Freelance Editor at Blueshift Research
Industry Publishing
Experience
Blueshift Research  2009 - Present
OTR Global   1995 - 2003
Union County JTPA   October 1993 - July 1995

Skills
Copy Editing, Editing, Editorial, Proofreading, Journalism, Research, Content Development, Publications, Publishing, Writing, Online Publishing

Education
University of Minnesota-Morris   1990 — 1993
BA, English

Robin MacLeod Robin MacLeod Springfield, Massachusetts Area Details
Robin MacLeod's OTR Global Experience March 2003 - Present
Job Field Force Hardlines Editor at OTR Global
Industry Financial Services
Experience
OTR Global   March 2003 - Present
OTR Global   February 2003 - Present
Big Y Foods, Inc.   August 1997 - February 2003

Education
Cambridge College   1999 — 2002
Masters Business Management

Katie Jacobson Katie Jacobson Madison, Wisconsin Area Details
Katie Jacobson's OTR Global Experience July 2014 - Present
Job Custom Research Editor at OTR Global
Industry Research
Experience
OTR Global   July 2014 - Present
OTR Global   March 1999 - July 2014

Skills
Press Releases, Journalism, Market Research, Corporate Communications, Newsletters, Copy Editing, Editing, Social Media, Research

Education
The University of New Mexico - Robert O. Anderson School of Management   1987 — 1991
BBA, Human Resources

James Dasher James Dasher Greater New York City Area Details
James Dasher's OTR Global Experience 2009 - Present
Job Director, Web Technologies at OTR Global
Industry Financial Services
Experience
OTR Global   2009 - Present
Vista Research  September 2004 - July 2009
iAmplify  September 2004 - August 2005
Tallan  2000 - 2001

Skills
Architecture, SQL, Agile Methodologies, Information Architecture, Linux, Unix, Knowledge Management, Analytics, Microsoft SQL Server, Project Management, Software Project..., Business Strategy, Business Development, Perl, Integration, Databases, Software Development, Equities, SOA, Business Intelligence, Product Management, SaaS

Education
Amherst College   1995 — 1999
BA, Computer Science

Lydia Norton Lydia Norton Eugene, Oregon Area Details
Lydia Norton's OTR Global Experience August 2015 - Present
Job
Industry Financial Services
Experience
OTR Global   August 2015 - Present

Skills
Journalism, News Writing, Content Management, Relationship Management, Qualitative Research, Integrated Marketing, Supervisory Skills, Market Research, Competitive Analysis, Homebuilders, Construction, Strategy, Corporate Communications, University Teaching, Team Building, Project Delivery, Project Management

Education
Colorado State University
Master of Science

Lisa Mosher Lisa Mosher Greater Salt Lake City Area Details
Lisa Mosher's OTR Global Experience May 2001 - Present
Job Sr. Reporter at OTR Global
Industry Market Research
Experience
OTR Global   May 2001 - Present
Jacobs Engineering  1992 - 1997
Hughes Aircraft  1987 - 1991

Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Finance

Patricia Newman Patricia Newman Greater Atlanta Area Details
Patricia Newman's OTR Global Experience 2007 - Present
Job Senior Reporter, Consumer Retail, OTR Global
Industry Retail
Experience
OTR Global   2007 - Present
The Greenville News  2005 - 2007
Marietta Daily Journal  2003 - 2004
Atlanta Journal Constitution  2001 - 2004
Black Entertainment Television (BET)   1995 - 1999

Skills
Fashion, Editorial, Blogging, Journalism, Copy Editing, Press Releases, Copywriting

Education
Howard University
BA

Al Farley Al Farley Greater Boston Area Details
Al Farley's OTR Global Experience September 2012 - Present
Job Sales Trader at OTR Global
Industry Investment Management
Experience
OTR Global   September 2012 - Present
Wellington Management  April 2001 - September 2012
Wellington Management  1996 - 2001
State Street Bank  1993 - 1996

Education
Bridgewater State College

Christopher Breen Christopher Breen Greater New York City Area Details
Christopher Breen's OTR Global Experience June 2010 - Present
Job Institutional Sales at OTR Global
Industry Financial Services
Experience
OTR Global   June 2010 - Present
McNicoll, Lewis & Vlak   March 2010 - June 2010
MKM Partners  January 2008 - September 2009
Westchester County  May 2007 - August 2007
Stewart Title  May 2007 - August 2007

Skills
Research, Asset Managment, Bloomberg, Investments, Series 7, Asset Management, Trading, Business Development, Portfolio Management, Equities

Education
Iona College   2005 — 2008
Bachelor’s Degree, Political Science / Public Policy

Horace Greeley High School   1990 — 2010
High School

Christopher Wu Christopher Wu Greater New York City Area Details
Christopher Wu's OTR Global Experience March 2011 - July 2015
Job Senior Analyst at CIFC Asset Management
Industry Financial Services
Experience
CIFC Asset Management  July 2015 - Present
OTR Global   March 2011 - July 2015
OTR Global   August 2009 - September 2009
M.D. Witter Investments   June 2009 - August 2009

Skills
Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Strategy, Economics, Data Analysis, Market Research, Competitive Analysis, Financial Services, Mergers & Acquisitions, Analysis, Business Strategy, Hedge Funds, Corporate Development

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2010 — 2010
Business Bridge Program

Dartmouth College   2006 — 2010
B.A., Economics & Psychological and Brain Sciences

Stuyvesant High School   2006 — 2010

Frank Saxe Frank Saxe Greater New York City Area Details
Frank Saxe's OTR Global Experience February 2004 - May 2007
Job Freelance journalist and editor
Industry Broadcast Media
Experience
Freelance Journalist  May 2015 - Present
Inside Radio  May 2007 - May 2015
OTR Global   February 2004 - May 2007
Inside Radio  2001 - May 2007
Media Post/Media Daily News   September 2002 - March 2003
Billboard  January 1998 - April 2001
Radio & Television Business Report   June 1995 - December 1997

Skills
New Media, Broadcast, Radio Broadcasting, Journalism, Television, Media Relations, Radio, Copywriting, News Writing, Radio Producing, Advertising, Social Media Marketing, Broadcast Television, Management, Digital Strategy, Digital Marketing, Radio Host, Digital Media, Public Relations, Radio Advertising, Broadcast Journalism, Strategic Partnerships, Producing

Education
University at Buffalo
Bachelor of Arts (B.A.), Political Science and Communication (double major)

Brendan Kirby Brendan Kirby Greater New York City Area Details
Brendan Kirby's OTR Global Experience June 2010 - August 2010
Job Financial Services Associate at Ernst & Young, LLP
Industry Financial Services
Experience
Ernst & Young  September 2012 - Present
Ernst & Young  June 2011 - August 2011
OTR Global   June 2010 - August 2010

Skills
Financial Analysis, Microsoft Excel, Analysis, Competitive Analysis, Financial Modeling, Financial Reporting

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2012
Bachelor of Science (BS), Accounting and Finance

Jeffrey Yudkoff Jeffrey Yudkoff San Francisco Bay Area Details
Jeffrey Yudkoff's OTR Global Experience 1995 - July 2015
Job CFO at Helion Productions
Industry Entertainment
Experience
Helion Productions   June 1994 - Present
OTR Global   1995 - July 2015
Brillant Studios   1990 - 1995
Henson International TV   1982 - 1984
Sesame Workshop  1979 - 1981

Skills
Due Diligence, Business Strategy, Finance, Valuation, Venture Capital, Market Analysis, Investments, Corporate Finance, Start-ups, Analysis, Management Consulting, Business Development, Hedge Funds, Mergers, Strategy, Project Management, Financial Modeling, Entrepreneurship, Strategic Planning, Social Media, Management, Private Equity

Education
Yale University - Yale School of Management   1976 — 1978
Master of Business Administration (MBA), Finance

Georgetown University   1970 — 1974
BS, Accounting

Dwight Englewood   1964 — 1970

Eva Cahen Eva Cahen Greater San Diego Area Details
Eva Cahen's OTR Global Experience February 2002 - December 2011
Job Journalist
Industry Writing and Editing
Experience
Freelance  September 2013 - Present
Blueshift   September 2013 - Present
Deutsche Telekom  September 2012 - September 2013
OTR Global   February 2002 - December 2011
CNSNews.com  2002 - 2007
M6 METROPOLE TELEVISION  1990 - 1999
La 5 TV   1988 - 1989
WTN, now APTN   1981 - 1987

Skills
Writing, In-depth knowledge of..., Interviewing, Presentations, News Writing, Telecommunications, Smartphones, Mobile Communications, Mobile Platforms, Mobile, Wireless, Competitive Analysis, Mobile Applications, Market Research, Marketing Communications, Mobile Devices, Entrepreneurship, Interviews, Business Development, New Media, Journalism, French, Press Releases, Content Development, Copywriting, Business Journalism, Editing, Web Content, Editorial, Online Journalism, Copy Editing, Creative Writing, Media Relations, Storytelling, Investigative Reporting, Strategy, Corporate Communications

Education
New York Institute of Technology-Old Westbury
M.A.

University of Colorado Boulder
B.A.

Herbert Thornhill Herbert Thornhill Greater New York City Area Details
Herbert Thornhill's OTR Global Experience March 2012 - May 2012
Job Senior Associate at Quantitative Management Associates
Industry Financial Services
Experience
Prudential Financial  January 2013 - Present
J.P. Morgan Hedge Fund Services   May 2012 - January 2013
OTR Global   March 2012 - May 2012
U.S. Commodity Futures Trading Commission   July 2009 - August 2011
Achilles International  July 2007 - May 2010

Skills
Trading Operations, CSS, Derivatives, Python, Bigdough, Equity Research, Market Research, Legal Research, CaseMap, Accounting, Financial Analysis, Commodities, Account Reconciliation, Bloomberg, Equities, Fixed Income, Margin, Futures

Education
Columbia College (NY)   2008 — 2012
Bachelor of Arts

Fordham Preparatory School   2004 — 2008
HS Degree

Stephanie Hu Stephanie Hu Greater Boston Area Details
Stephanie Hu's OTR Global Experience March 2010 - June 2010
Job Investment Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  July 2011 - Present
Dartmouth College  September 2010 - July 2011
MKM Partners  June 2010 - September 2010
OTR Global   March 2010 - June 2010
Kaplan Test Prep and Admissions  March 2010 - June 2010
Kaplan Test Prep and Admissions  January 2007 - March 2010

Skills
Stata

Education
Dartmouth College   2007 — 2011
Sociology modified with Economics; English

Trinity College Dublin   2009 — 2009
English Literature

Hunter College High School

New York University School of Continuing and Professional Studies
Analysis, Financial Risk Management; Behavioral Economics and Finance Theory

Jason Tremble Jason Tremble United States Details
Jason Tremble's OTR Global Experience 2000 - 2010
Job
Industry
Experience
OTR Global   2000 - 2010

Education
Northern Illinois University   1996 — 2000
Masters, MBA

Northern Illinois University   1990 — 1995
BS, Mechanical Engineering

Alexander Ching Alexander Ching Raleigh-Durham, North Carolina Area Details
Alexander Ching's OTR Global Experience June 2015 - Present
Job Investment Research Intern at OTR Global
Industry Mechanical or Industrial Engineering
Experience
OTR Global   June 2015 - Present
Duke Office of Information Technology  April 2013 - Present
Evalueserve  January 2015 - April 2015
Connotate  May 2014 - July 2014
Hazlet Pharmacy   September 2010 - September 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Data Analysis, Matlab

Education
Duke University   2012 — 2016
Bachelor of Science (BS), Mechanical Engineering

Graham Morrell Graham Morrell Greater Boston Area Details
Graham Morrell's OTR Global Experience 2010 - 2012
Job Senior Vice President at The Trout Group
Industry Financial Services
Experience
The Trout Group  2012 - Present
OTR Global   2010 - 2012
Canaccord Adams  2009 - 2010
Balyasny Asset Management L.P.   2008 - 2009
Fidelity Investments  2004 - 2008

Education
Harvard University
B.A., Government

Belmont Hill

Alan Talbot Alan Talbot Greater New York City Area Details
Alan Talbot's OTR Global Experience June 2013 - December 2014
Job Research Sales
Industry Financial Services
Experience
OTR Global   June 2013 - December 2014
Avatar Securities, LLC  December 2011 - March 2013
TD Ameritrade  April 2000 - September 2010
Morgan Stanley  1997 - 1999

Skills
Asset Allocation, Portfolio Management, Equity Trading, Asset Management, Equities, Securities, Wealth Management

Education
University of Nevada-Las Vegas
BS, Finance

Mark Conley Mark Conley Greater New York City Area Details
Mark Conley's OTR Global Experience March 2013 - Present
Job Director of Research at OTR Global
Industry Financial Services
Experience
OTR Global   March 2013 - Present
MKM Partners  2012 - 2013
Gleacher & Company  2008 - 2011
American Technology Research (acquired by Gleacher)   2006 - 2008
Merrill Lynch  2002 - 2005
GLG Partners  2001 - 2002
Merrill Lynch  1989 - 2001

Skills
Valuation, Equity Research, Hedge Funds, Management, Equities, Financial Modeling, Bloomberg, Investments, Trading, Research, Capital Markets, Alternative Investments, Analysis, Asset Management, Investment Banking

Education
Columbia Business School
Master of Business Administration (MBA)

Yale University
Bachelor of Science (BS), Applied Mathematics

William Mueller William Mueller New York, New York Details
William Mueller's OTR Global Experience January 2011 - March 2011
Job Analyst at Monashee Investment Management
Industry Financial Services
Experience
Monashee Investment Management   August 2014 - Present
Bank of America Merrill Lynch  July 2012 - Present
Bank of America Merrill Lynch  June 2011 - August 2011
OTR Global   January 2011 - March 2011

Education
Dartmouth College   2008 — 2012
Bachelor of Arts (B.A.), Economics

MICDS   1994 — 2008

Devon Ruttenberg Devon Ruttenberg Rye, New York Details
Devon Ruttenberg's OTR Global Experience July 2014 - Present
Job Sales Trader at OTR Global
Industry Financial Services
Experience
OTR Global   July 2014 - Present
CapRok Capital  March 2010 - July 2014
Kevin Dann & Partners   November 2008 - March 2010
Credit Suisse  June 2002 - October 2008
Lehman Brothers  1995 - 2000

Skills
Fixed Income, Capital Markets, Alternative Investments, Structured Products, Financial Structuring, Investments, Derivatives, Securities, Structured Finance, Valuation, Asset Management, Bloomberg, Portfolio Management, Credit Derivatives, Financial Modeling, Bonds

Education
New York University - Leonard N. Stern School of Business   2000 — 2002
Master of Business Administration (MBA)

Babson College   1991 — 1995

Loomis Chaffee   1987 — 1991

Dave Ambrose Dave Ambrose Purchase, New York Details
Dave Ambrose's OTR Global Experience June 2001 - Present
Job Director of Trading at OTR Global
Industry Financial Services
Experience
OTR Global   June 2001 - Present
Schwab Soundview Capital Markets  May 1989 - April 2001
Prescott Ball & Turben   April 1986 - May 1989
Furman Selz Mager Dietz & Birney   September 1983 - April 1986

Education
Boston College   1979 — 1983
Bachelor of Arts (BA), Economics/Political Science

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