Putnam Lovell NBF
Industry: Company
DescriptionFounded: 1987 Parent organization: National Bank Of Canada Financial Group Inc.
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Putnam Lovell NBF Employees
Tango Me January 2015 - Present
Ubisoft August 2011 - February 2014
Electronic Arts (EA) May 2009 - March 2010
Jefferies LLC / Putnam Lovell July 2007 - December 2008
Jefferies LLC / Putnam Lovell July 2005 - July 2007
Putnam Lovell NBF July 2002 - June 2005
HSBC Investment bank 2001 - 2001
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Mergers, Financial Analysis, Asset Managment, Investments, Due Diligence, Corporate Development, Equities, Business Development, Finance, Mergers & Acquisitions, Strategic Financial..., Forecasting, Analysis, Management, Mobile Devices, Start-ups, Contract Negotiation, Strategy, Competitive Analysis, M&A experience, Strategic Partnerships, Project Management, Entrepreneurship, Analytics, Business Strategy, Negotiation, Process Improvement, Licensing, Market Analysis, Video Games, Market Research, Sales, Social Games, Mobile Games, Online Gaming, Business Valuation, Casual Games, Cross-functional Team..., Digital Distribution, Gaming, Relationship Management, Business Analysis, Digital Media, Sales Management, Game Development
Education
University of California, Berkeley 1996 — 2000
Economics, Finance minor
Janus Capital Group April 2011 - July 2014
Janus Capital Group January 2010 - April 2011
Janus Capital Group September 2008 - December 2009
Silvergate Capital Management November 2006 - January 2008
Putnam Lovell NBF June 2005 - September 2006
Skills
Equity Research, Equities, Equity Valuation, Investments, Investment Banking, Hedge Funds, Portfolio Management, International Business, Mutual Funds, International Investment, Asian Markets, Asian Business, Industrial Sector, Automotive, Transportation, Healthcare, Agriculture, Buy-side, Long/Short Equity, Financial Analysis, Financial Modeling
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS) With Honors, Finance, 3.87 Overall GPA. 4.0 Major GPA
Hofstra University January 2013 - Present
glaceau, The Coca-Cola Company November 2002 - December 2012
Putnam Lovell NBF October 2000 - October 2002
LexisNexis July 1998 - October 2000
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Administrative..., Budgets, Spreadsheets, Lotus Notes, Outlook, Concur, Fundraising, Project Management, Calendaring, Market Research, Data Entry, Travel Arrangements, Expense Reports, Heavy Calendaring, Office Equipment, PowerPoint, Fax, Adobe Acrobat, Invoicing, Expenses, File Management, Office Administration, Calendars, Customer Service, Expense Management, Event Planning, Administrative...
Education
Nassau Community College 2008 — 2010
Paralegal Studies Certificate, Paralegal Studies
Gallaudet University 1997 — 1998
none, Masters in Social Work for the Deaf population
SUNY Geneseo 1994 — 1997
Bachelor of Science, Elementary & Special Education
Nassau Community College 1992 — 1994
Associates, Liberal Arts
Kudu Investment Management April 2014 - Present
Alpha Strategic plc January 2013 - March 2014
Asset Management Finance October 2003 - November 2012
Putnam Lovell NBF December 1998 - October 2003
First Union National Bank July 1995 - December 1998
T. Rowe Price 1990 - 1993
Education
Thunderbird School of Global Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Dickinson College 1985 — 1989
Bachelor of Arts (B.A.), International/Global Studies
Morgan Stanley July 2014 - Present
Credit Suisse June 2013 - August 2013
Guggenheim Partners July 2011 - April 2012
Guggenheim Partners July 2009 - June 2011
Credit Suisse July 2007 - December 2008
Putnam Lovell NBF June 2006 - November 2006
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Company Valuation, M&A analysis, M&A Modeling, LBO, Investment Banking, Valuation, Leveraged Finance, Derivatives, Mergers & Acquisitions, DCF, Investments, Fixed Income, Finance, Equity Research, Bloomberg, Capital Markets, Due Diligence, Financial Markets, Securities
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2003 — 2007
BS, Finance
Meso LLC 2010 - Present
The Generator Guys, LLC 2013 - Present
UniCredit Markets & Investment Banking 2006 - 2009
UniCredit Markets & Investment Banking 2004 - 2006
RTF Solutions LLC 2001 - 2004
Putnam Lovell NBF 1996 - 2001
Citi 1992 - 1996
Skills
Structured Finance, Capital Markets, Risk Management, Alternative Investments, Private Placements, Securitization, Credit, Fixed Income, Start-up Environments, Business Relationship..., ABS, Business Strategy, Start-ups, Portfolio Management, Derivatives, Finance, Credit Analysis, Banking, Due Diligence
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Brandeis University 1984 — 1988
BA, Economics
PNC September 2013 - Present
Wells Fargo Advisors LLC Private Client Group October 2011 - January 2013
Bell Rock Capital February 2009 - October 2011
Putnam Lovell NBF August 2000 - May 2004
John Hancock Funds July 1994 - August 2000
Skills
Hedge Funds, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Series 7, Financial Services, Options, Investments, Equity Research, Financial Modeling, Securities, Asset Allocation, Mutual Funds, Finance, Investment Strategies
Education
Franklin College
Simmons College
AS, Finance and Marketing
University of New Hampshire
Business
United Technologies Aerospace Systems December 2013 - Present
Jamie Lee Carmichael - Mobile Notary April 2013 - December 2013
NTA/US NAVY November 2010 - May 2013
EVELYNNE GRACE GROUP January 2008 - December 2011
KPMG April 2008 - October 2010
Putnam Lovell NBF August 2005 - October 2007
Dynacast April 2003 - May 2005
Mountain Funding LLC April 2002 - March 2003
Wachovia August 2001 - May 2002
Merrill Lynch 1997 - 2001
Skills
Administrative..., Training, Budgets, Outlook, Marketing, Customer Service, Microsoft Office, Sales, Team Building, Human Resources, Social Networking, Time Management, Event Planning, Event Management
Education
Pace University
Greater Boca Raton Chamber of Commerce November 2011 - Present
Bell Rock Capital April 2007 - Present
Junior League of Boca Raton August 2002 - Present
Junior League of Boca Raton Endowment Fund June 2009 - May 2014
Ryan Beck & Co. May 2003 - March 2007
Ryan Beck & Co. May 2003 - March 2007
Putnam Lovell NBF March 2000 - February 2003
Salomon Smith Barney April 1997 - June 1999
CS First Boston 1992 - 1995
Janney Montgomery Scott 1992 - 1993
Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations
Education
Cedar Crest College 1984 — 1988
BS, Finance, economics
Cedar Crest College 1984 — 1988
Bachelor of Science, Finance & Economics
Zelig Associates January 2010 - Present
Finantix January 2010 - Present
Thomson Reuters May 2008 - December 2009
Reuters September 2004 - May 2008
Putnam Lovell NBF 2003 - 2004
ABN AMRO 1999 - 2003
Rabobank International 1998 - 1999
Tokyo-Mitsubishi International 1997 - 1998
OECD 1996 - 1996
Skills
Marketing Strategy, Capital Markets, Investment Banking, Banking, Financial Markets, Derivatives, FX, Equities, Asset Management, Portfolio Management, Private Equity, Fixed Income, Risk Management, Valuation, Wealth Management, Venture Capital, Trading Systems, Corporate Finance, Due Diligence, Business Strategy, Strategy Development, Business Management, Trading, Buy-side, Sell Side, Financial Technology, Entrepreneur, Hedge Funds, Electronic Trading, Securities, Bloomberg, Private Banking, Risk, Corporate Development, Debt, Equity Capital Markets, Market Data, Equity Research, Investment Strategies, Financial Institutions, Retail Banking, Economics, Business Analysis, Quantitative Analysis, Mergers & Acquisitions, Strategy, Financial Services, Finance, Investment Management, CRM
Education
McGill University 1994 — 1995
MA
American University of Paris 1990 — 1994
BA
St Louis Ste Clotilde 1976 — 1989
Baccalaureat C
kasina, a DST Company April 2014 - Present
Marketing Communications Consultant July 2013 - Present
AIG September 2010 - June 2013
AIG October 2007 - September 2010
Fox-Pitt, Kelton April 2002 - June 2003
Swiss Re May 2001 - April 2002
Putnam Lovell NBF 1999 - 2001
Skills
Marketing Communications, Digital Marketing, Content Marketing, Corporate Communications, Integrated Marketing, Content Management, Event Management, Strategic Communications, Public Relations, Marketing Strategy, Photoshop, Team Management, Organizational..., Result Oriented, Customer Satisfaction, B2B Marketing Strategy, Internal & External..., HTML, Change Communications, CSS
Education
Columbia University - School of International and Public Affairs
MIA, International Banking and Finance
Tufts University
BA, Political Science
Institut d'Etudes politiques de Paris
International Relations and Affairs
Tenor Capital Management Company October 2005 - Present
Putnam Lovell NBF 2002 - 2005
TD Securities, Inc. 1991 - 2000
PaineWebber, Inc. 1985 - 1990
Education
Massachusetts Institute of Technology 1983 — 1985
MSc., Management
Concordia University 1980 — 1983
BComm, Economics
Hugim High School
CL-Media Relations LLC 2006 - Present
Putnam Lovell NBF 2003 - 2005
InvestorForce 2000 - 2002
Bloomberg News 1998 - 2000
Investment Management Weekly and ROI magazine 1988 - 1997
SEI 1986 - 1987
Institutional Investor 1983 - 1985
Education
City College of New York
New School University
Tel Aviv University
Bombardier Aerospace April 2014 - Present
Aeroplan May 2011 - April 2014
IBM August 2010 - May 2011
TD Insurance May 2007 - July 2010
IBM Canada 2003 - 2007
IBM March 2003 - July 2004
National Bank Financial January 2000 - March 2003
Putnam Lovell NBF September 2002 - December 2002
Skills
People Skills, PMP, Project Planning, Communication, Team Leadership, Outsourcing, ITIL, Business Process, PMI, PMO, Visio, Software Project..., IT Strategy, Process Improvement, Agile Methodologies, Integration, Networking, Project Delivery, Project Management, Databases, SDLC, Requirements Gathering, CRM, Security, SQL, Project Coordination, Business Intelligence, Vendor Management, Project Portfolio..., Infrastructure, Business Analysis, Leadership, Data Warehousing, Management, Storage Area Networks, Program Management, IT Management, MS Project, Software Development, Requirements Analysis, Business Process..., Solution Architecture, Software Documentation, IT Service Management, SharePoint, Change Management, Microsoft SQL Server, Governance, Team Management
Education
HEC Montréal 2000 — 2002
Certificate, Information System Management
T Squared Partners April 2007 - Present
Quest Energy Corporation February 2007 - Present
Proctor NBF June 2002 - June 2004
Putnam Lovell NBF June 2001 - June 2003
Putnam Lovell NBF Securities Inc. 2001 - 2003
Skills
Mergers & Acquisitions, Investments, Mutual Funds, Equities, Hedge Funds, Valuation, Capital Markets, Investment Banking, Private Equity, Asset Management, Financial Modeling, Alternative Investments
Education
University of Rochester 1997 — 2001
BA, Economics
Golub Capital September 2010 - Present
Proctor NBF Capital Partners February 2006 - September 2010
Putnam Lovell NBF 2004 - 2006
Arthur Andersen 1998 - 2002
Skills
Financial Modeling, Hedge Funds, Valuation, Private Equity, Investment Banking, Equities, Capital Markets, Corporate Finance, Mergers, Investments, Due Diligence, Financial Analysis, Asset Managment, Alternative Investments, Venture Capital, Fixed Income, Portfolio Management, Corporate Development, LBO
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
HEC Montréal 1995 — 1999
BBA, MS, Accounting
CFA Institute
CFA, CFA Charterholder
Halcyon Financial Technology, L.P. July 2010 - Present
Blum Capital Partners February 2003 - July 2010
Putnam Lovell NBF March 1999 - February 2003
Silicon Wireless September 1996 - March 1999
Madge Networks October 1991 - September 1996
I.T. Consulting September 1990 - October 1991
University of Manchester August 1989 - October 1990
North Wales Computer Services August 1982 - July 1986
Skills
Hedge Funds, Mergers, Private Equity, SaaS, Venture Capital, Equities, Due Diligence, Financial Modeling, Business Analysis, Cloud Computing, Start-ups, Asset Managment, Investment Banking, Corporate Development, Valuation, Business Strategy, Electronic Trading, Alternative Investments, Enterprise Software, Capital Markets, Investments, Project Management, M&A experience, Asset Management, Executive Management, Entrepreneurship, Mergers & Acquisitions, Consulting, Strategy, Leadership, Portfolio Management, Management, Emerging Markets, Fixed Income, Investment Management, Trading Systems, Securities, Restructuring, Market Data, Acquisition Integration, Corporate Finance, IT Strategy, Management Consulting, Strategic Partnerships, Analytics, Virtualization, Storage, CRM, Financial Services
Education
The University of Manchester 1986 — 1989
BSc (Joint Hons.)
EOS Capital Advisors LLC May 2015 - Present
Cleantech Open April 2015 - Present
Marathon Capital, LLC August 2012 - April 2015
Goldman Sachs May 2005 - July 2012
Putnam Lovell NBF July 2003 - April 2005
Haas School of Business 2001 - 2003
Hewlett-Packard June 2002 - August 2002
Deloitte & Touche July 1996 - July 2001
Skills
Mergers, Asset Management, Financial Institutions, Renewable Energy, Investment Banking, Capital Markets, Financings, Power & Utilities, Transaction Execution, Strong communications..., Strategic Advisory, Equities, Deal Structuring, Valuation, Financial Modeling, Corporate Finance, Deal Execution, Capital Structure, Financial Analysis, Strategy, Mergers & Acquisitions, Due Diligence, Finance, Negotiation, Private Equity, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA, Finance
University of Humberside 1992 — 1996
Bachelor of Arts (B.A.), European Business Administration
Fundrise August 2013 - Present
WestMill Capital January 2012 - Present
Popularise January 2012 - Present
Fundrise January 2012 - July 2013
Northwestern Mutual October 2011 - January 2012
Bank of America Merrill Lynch January 2011 - April 2011
Office of Congressman Patrick Kennedy July 2008 - August 2008
Putnam Investments July 2006 - August 2006
Putnam Lovell NBF July 2005 - August 2005
Skills
Investments, Portfolio Management, Equities, Microsoft Excel, Finance, Economics, Investment Banking, Creative Real Estate..., Real Estate, Real Estate Development, Localization, Crowdfunding, Alternative Investments, Securities Regulation, Securities, Securities Offerings, Series 7, Series 63, Investment Properties, Investment Management, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Compliance, Due Diligence, Market Research, Start-ups, Operations Management, Commercial Leasing, Property Management, Process Engineering, Process Management, Process Optimization, Local Economic...
Education
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Finance, Mathematics
The University of Queensland 2010 — 2010
Economics, Mathematics
Evercore Partners August 2009 - Present
Evercore Partners May 2008 - August 2008
Putnam Lovell NBF July 2004 - July 2007
JP Morgan June 2003 - August 2003
Skills
Financial Modeling, Mergers, Investment Banking, Asset Management, Mobile Payments, Payment Card Processing, Electronic Trading, Electronic Payments
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 2000 — 2004
BS, Policy Analysis & Management
Kings Park High School 1996 — 2000
Regents Diploma
Mediasmith February 2007 - Present
Putnam Lovell NBF 2004 - 2007
Langtech January 1999 - July 2003
Skills
Microsoft Exchange, Active Directory, Windows, Project Management, Backup Exec, Mobile Devices, System Administration, Disaster Recovery, Windows Server, Microsoft Office, Integration, IT Strategy, Citrix, Network Administration, IT Management, E-commerce, Technical Support, Security, Troubleshooting
Education
CLC 1999 — 1999
Microsoft Certified Systems Engineer
City College of San Francisco
R-Pharm US, LLC June 2015 - Present
RenovaCare, Inc. June 2013 - Present
Tatum March 2010 - Present
Vector Asset Management, Inc. April 2013 - Present
Armada Oil, Inc. May 2012 - March 2013
Tonix Pharmaceuticals, Inc. August 2010 - February 2012
Validus Pharmaceuticals LLC January 2008 - March 2010
Wood Creek Capital Management (affiliate of Mass Mutual Life Insurance Company) November 2006 - December 2007
Liability Solutions 2004 - 2005
Putnam Lovell NBF January 1999 - January 2003
Skills
Financial Operations, Private Equity, Investment Banking, SEC Financial Reporting, Early Stage Companies, Start-up Consulting, Due Diligence, Investor Relations, Investments, Finance, Venture Capital, Mergers & Acquisitions, Asset Management, Strategy, Financial Modeling, Executive Management, Valuation, Equities, Financial Services, Hedge Funds
Education
The Wharton School, University of Pennsylvania 1977 — 1979
MBA
The Wharton School, University of Pennsylvania 1974 — 1978
BS
Temple University - Fox School of Business and Management 1985 — 1987
MS
Lower Merion
Professional Designations and Activities
MBS/BS
The Concorde Group, Inc. February 2008 - Present
Sanders Morris Harris Group, Inc. March 2006 - February 2008
Friedman Billings Ramsey & Co., Inc. April 2003 - December 2004
Putnam Lovell NBF December 2000 - March 2003
CIBC World Markets January 1998 - November 2000
MA Schapiro & Co., Inc. May 1991 - December 1997
Tucker Anthony, Inc. April 1987 - December 1990
Keefe, Bruyette & Woods, Inc. June 1982 - March 1987
First National Bank of Boston June 1979 - May 1982
Skills
Investment Banking, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Financial Institutions, Series 24, Series 7, Series 63, Mergers, Valuation, Due Diligence, Securities, Private Placements, Fixed Income, Capital Markets, Financial Services, Finance, Equities, Investments, Securitization, Bloomberg, Financial Modeling, Private Equity, Financial Markets, Portfolio Management, Bonds, Venture Capital, Equity Research, Alternative Investments, Structured Finance, LBO, Asset Allocation, Structured Products, Hedge Funds, Equity Capital Markets, IPO, Asset Management, Corporate Development, Capital, Trading, Financial Advisory, Investment Strategies, Financial Structuring, Capital Raising, Equity Trading, Emerging Markets, Acquisitions, FINRA, Investor Relations, Business Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1982
Finance
Amherst College 1975 — 1979
A.B., Anthropology, US History
Deerfield Academy 1971 — 1975
Murphy Capital Management August 2010 - Present
Jefferies & Company July 2007 - June 2009
Putnam Lovell NBF 2000 - 2007
First American International Bank 1999 - 2000
Education
New York University 1999 — 2000
MS
Stanford University 1994 — 1998
BS
Stuyvesant High School 1990 — 1994
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
Houlihan Lokey February 2015 - Present
The Blackstone Group September 2011 - January 2015
Prudential Financial September 2008 - September 2011
Bear Stearns July 2007 - June 2008
Putnam Lovell NBF June 2006 - September 2006
Sony Corporation of America May 2003 - August 2005
PricewaterhouseCoopers January 2001 - May 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law
University of California, Los Angeles 1996 — 2000
BA, Economics, Accounting
UAW Retiree Medical Benefits Trust September 2014 - Present
UAW Retiree Medical Benefits Trust February 2013 - Present
Harvard Management Company 2008 - 2012
Wood Creek Capital Management 2005 - 2008
Putnam Lovell NBF 2004 - 2005
Stern Investment Management 2002 - 2003
Deutsche Bank 2000 - 2002
NYSDOT 1993 - 1998
Skills
Hedge Funds, Capital Markets, Asset Managment, Investment Management..., Derivatives, Private Equity, Valuation, Alternative Investments, Investments, Portfolio Management, Investment Strategies, Asset Management, Investment Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA)
State University of New York College at Buffalo 1991 — 1993
MS
Delhi College of Engineering 1984 — 1988
BE
Tenor Capital Mgmt 2004 - Present
Putnam Lovell NBF 2000 - 2004
Bankers Trust 1992 - 2000
Deutsche Bank 1992 - 2000
Bank of America June 1991 - November 1992
JPMorgan Chase July 1987 - June 1991
Education
Garden City High
Pace University - Lubin School of Business
Weichert, Realtors 2013 - Present
Lynx Trading August 2009 - May 2010
Tradeware Global January 2007 - June 2009
Sungard Trading Systems 2004 - 2007
SunGard 2003 - 2007
putnam lovell securities May 2000 - August 2003
Putnam Lovell NBF 2000 - 2003
Skills
Equities, Financial Markets, Business Analysis, Derivatives, SQL, Trading Systems, Electronic Trading, Trading, Data Center, Unix, Capital Markets, Fixed Income, Disaster Recovery, SDLC, Market Data, Options
Education
City University of New York-Brooklyn College
meadowlands school of real estate
Blum Capital Partners August 2010 - Present
Blum Capital Partners May 2003 - August 2010
Putnam Lovell NBF May 2000 - May 2003
Fairmont Hotels & Resorts May 1995 - May 2000
Skills
Active Directory, Cloud Computing, VDI, VMware, Infrastructure, Disaster Recovery, Business Analysis, Windows Server, Virtualization, Project Management, SaaS, IT Management, IT Strategy, Data Center, IT Operations, Management, Integration, Strategy, Leadership, Servers
Education
British Columbia Institute of Technology
The University of British Columbia
PartnerRe Principal Finance March 2014 - Present
PartnerRe Principal Finance April 2011 - March 2014
PartnerRe Principal Finance September 2009 - March 2011
Fox-Pitt, Kelton October 2008 - September 2009
Putnam Lovell NBF July 2006 - October 2008
Education
Franklin & Marshall College 2002 — 2006
Philadelphia Financial February 2004 - Present
Frontline Technologies Inc. May 2008 - April 2012
Hovde Financial July 2003 - January 2004
Jefferies & Company September 2002 - July 2003
Robertson Stephens February 1998 - July 2002
Putnam Lovell NBF 1996 - 1998
Russell Miller Inc. September 1994 - 1996
Education
University of California, Irvine 1990 — 1994
BA, Economics
CBRE July 2012 - Present
Pacific Maritime Association November 2008 - July 2012
Putnam Lovell NBF June 2004 - October 2007
World Savings June 2001 - June 2003
World Savings June 1998 - June 2001
World Savings June 1995 - June 1998
Skills
Finance, Financial Analysis, Valuation, Forecasting, Financial Modeling, Budgets, Analysis, Management, Microsoft Excel, Microsoft Office, Process Improvement, Financial Forecasting
Education
Saint Mary's College of California 1991 — 1995
B.S., Business Administration, Economics
Legacy 3 Inc. June 2010 - Present
Claridge December 2007 - December 2009
XPL Advisors August 2001 - December 2007
Putnam Lovell NBF 1999 - 2001
Skills
Strategic Planning, Customer Service, Mergers, Change Management, Hedge Funds, Alternative Investments, Equities, Business Planning, Business Strategy, Investment Banking, Mergers & Acquisitions, Asset Managment, Negotiation, Asset Management, Due Diligence, Portfolio Management, Private Equity, Valuation, Capital Markets, Investments
Education
University of Toronto 1992 — 1995
LLB
Ivey Business School at Western University 1989 — 1992
HBA
Synchrony Financial July 2014 - Present
GE Capital March 2014 - Present
JPMorgan Chase 2008 - 2014
JPMorgan 2007 - 2008
Putnam Lovell NBF 1999 - 2007
UBS Investment Bank 1997 - 1999
Goldman Sachs 1998 - 1998
PricewaterhouseCoopers 1991 - 1997
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Mergers, Private Equity, Equities, Due Diligence, Asset Management, Finance, Financial Services, Banking, Structured Finance, Strategic Financial..., Corporate Development, Series 7, M, Business Strategy, Financial Structuring, Financial Reporting, Strategy, Business Valuation, Series 63
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance/Accounting
Duke University 1987 — 1991
AB, Economics
Wilmington Friends School
Sandler O'Neill + Partners November 2003 - Present
Putnam Lovell NBF August 2000 - October 2003
Lehman Brothers August 1997 - 2000
Mobil 1985 - 2000
Skills
Asset Managment, Equities, Derivatives, Capital Markets, Investment Banking, Valuation, Strategic Planning, Hedge Funds, Fixed Income, Business Development
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
United States Military Academy at West Point
BS, Mechanical Engineering
Sheffield Haworth September 2014 - Present
PFS Associates August 2004 - September 2014
Putnam Lovell NBF 2003 - 2004
Merrill Lynch 2001 - 2003
HI Hunt & Company 1997 - 2001
Chase Manhattan Bank 1990 - 1994
Education
Saint Lawrence University 1986 — 1990
BA, Government
Frances Finch Consulting August 2014 - Present
KCG Holdings, Inc December 2010 - November 2013
Frances Finch Consulting December 2007 - November 2010
Knight Equity Markets December 2005 - November 2007
Fulcrum Global Partners 2004 - 2005
Soleil Securities 2003 - 2004
Putnam Lovell NBF 2000 - 2003
Skills
Series 7, Equities, Research, Series 24, Series 63, Series 87, Capital Markets
Education
Marshall University 1988 — 1993
Masters, English
Brooklyn College
Education
Pratt Institute
Graphics
Aesthetic Realism Foundation
Continuing Education
USAA Federal Savings Bank December 2013 - Present
Recall Holdings December 2013 - Present
MasterCard Worldwide May 2012 - March 2013
MasterCard Worldwide January 2009 - May 2012
Syniverse Technologies May 2009 - December 2011
Mastercard Worldwide February 2005 - January 2009
Putnam Lovell NBF February 2004 - February 2005
Citigroup Asset Management October 1998 - October 2002
Tullett & Tokyo Liberty 1996 - 2000
Salomon Smith Barney September 1997 - October 1998
Skills
Mobile Payments, E-payments, Product Management, Payments, Credit Cards, Mobile Commerce, Cards, Payment Gateways, Transaction Processing, Mobile Banking, Product Marketing, Analytics, Product Development, E-commerce, Strategic Partnerships
Education
The University of Western Ontario 1980 — 1982
Master of Business Administration (MBA), Finance and Marketing
McGill University 1968 — 1972
Bachelor of Arts (B.A.), French Canadian Studies
Lucia Capital Management, LLC an affiliate of Lucia Capital Group June 2014 - Present
Validus Growth Investors LLC November 2012 - Present
Aletheia Research and Management November 2008 - October 2012
Fisher Investments December 2006 - November 2008
Putnam Lovell NBF 1991 - 2006
Salomon Brothers July 1989 - July 1991
Skills
Asset Managment, Equities, Hedge Funds, Investment Banking, Private Equity, Investments, Investment Management, Capital Markets, Valuation, Corporate Finance, Mergers, Financial Modeling, Securities, Portfolio Management, Due Diligence, Venture Capital, Corporate Development, Series 7, Financial Institutions, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Mergers & Acquisitions, Financial Services, Investment Strategies, Strategy, Equity Research, Asset Management, Mutual Funds, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Accounting, Finance, Management
Kudu Advisors LLC August 2010 - Present
Bentley Associates March 2009 - December 2009
Freeman & Co. LLC 2004 - 2008
Putnam Lovell NBF 2001 - 2004
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Valuation, Equities, Corporate Finance, Investment Banking, Hedge Funds, Private Placements, Alternative Investments, Capital Markets
Education
Harvard Law School
JD
Rice University
BA, Economics
Rice University - Jesse H. Jones Graduate School of Management
MBA
Highfields Capital August 2011 - August 2014
Morgan Stanley June 2010 - June 2011
Lehman Brothers May 2008 - August 2008
Coady Diemar Partners June 2006 - August 2006
Putnam Lovell NBF June 2004 - August 2004
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Veodin January 2014 - Present
nelou 2009 - Present
Jefferies & Company September 2006 - January 2009
Putnam Lovell NBF September 2006 - July 2007
Lehman Brothers April 2006 - July 2006
Skills
Fashion, E-commerce, Microsoft Excel, Research, Teamwork, Finance, Valuation, Apparel, Trend, Styling, Textiles, Retail, Fashion Design, Market Research, Product Development, Entrepreneurship, Merchandising, Sourcing, Trend Analysis, Business Strategy
Education
University of California, Berkeley - School of Law 2005 — 2005
LLM, Law & Economics
Rotterdam School of Management, Erasmus University 2004 — 2005
LLM, Law & Economics
Università di Bologna 2004 — 2005
LLM, Law & Economics
Stellenbosch University/Universiteit Stellenbosch 2003 — 2004
BA, Philosphy & Economics
University of Bayreuth 2001 — 2004
BA, Philosphy & Economics
BBR Partners May 2013 - Present
Asset Management Finance LLC October 2003 - April 2013
Putnam Lovell NBF 1999 - 2003
Bankers Trust Company 1985 - 1999
Citibank 1983 - 1985
Skills
Corporate Finance, Investment Management, Management, Relationship Management, Operations Management, Project Management, Cash Management, Structured Investments, Principal Investments
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1979 — 1983
BS, Economics
Hull High School 1975 — 1979
UBS Investment Bank October 2013 - Present
Credit Suisse Securities January 2007 - October 2013
Putnam Lovell NBF 2003 - 2007
Paine Webber 1999 - 2001
Skills
Administrative..., Asset Management, Banking, Investment Banking, Financial Technology
Education
City University of New York-College of Staten Island
St. Joseph by the Sea
Avivo Health Corporation January 2013 - Present
T Squared Partners January 2007 - Present
Proctor NBF June 2003 - July 2004
Putnam Lovell NBF July 2001 - June 2003
Education
University of Rochester 1997 — 2002
Bachelor of Arts (BA), Economics