Ross, Sinclaire & Associates, LLC
Industry: Company
DescriptionFounded: 1989 Subsidiaries: Ross, Sinclaire & Associates, LLC, Asset Management Arm, Clientfirst Financial Strategies, Inc.
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Ross, Sinclaire & Associates, LLC Employees
Employee
Years
Job
Industry
Mitchell Blank Mitchell Blank's Ross, Sinclaire & Associates, LLC Experience June 2015 - August 2015
Job Student at the University of Notre Dame
Industry Banking
Experience
Ross, Sinclaire & Associates, LLC June 2015 - August 2015
3rd and Goal Foundation February 2015 - May 2015
Office of Congressman Brad Wenstrup June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Public Speaking, Sales
Education
University of Notre Dame 2013 — 2017
Finance, Junior
St. Xavier High School 2009 — 2013
Ross, Sinclaire & Associates, LLC June 2015 - August 2015
3rd and Goal Foundation February 2015 - May 2015
Office of Congressman Brad Wenstrup June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Public Speaking, Sales
Education
University of Notre Dame 2013 — 2017
Finance, Junior
St. Xavier High School 2009 — 2013
Patrick Maxwell Patrick Maxwell's Ross, Sinclaire & Associates, LLC Experience May 2009 - December 2009
Job JD Candidate at The University of Chicago Law School
Industry Financial Services
Experience
The University of Chicago Law School September 2014 - Present
Federal Trade Commission June 2015 - August 2015
Harris Williams & Co. May 2013 - August 2014
PNC August 2011 - May 2013
Fisher College of Business September 2010 - June 2011
JP Morgan Chase June 2010 - September 2010
Ross, Sinclaire & Associates, LLC May 2009 - December 2009
Skills
Series 7, Series 63, Series 79, Mergers & Acquisitions, Investment Banking, FINRA, Flags, Flag Football, First Time Home Buyers, Mexican Cuisine, PowerPoint, Roundabouts, Tigers
Education
The Ohio State University 2007 — 2011
Bachelor, Finance, Political Science (dual degree)
Avon Lake High School
The University of Chicago Law School September 2014 - Present
Federal Trade Commission June 2015 - August 2015
Harris Williams & Co. May 2013 - August 2014
PNC August 2011 - May 2013
Fisher College of Business September 2010 - June 2011
JP Morgan Chase June 2010 - September 2010
Ross, Sinclaire & Associates, LLC May 2009 - December 2009
Skills
Series 7, Series 63, Series 79, Mergers & Acquisitions, Investment Banking, FINRA, Flags, Flag Football, First Time Home Buyers, Mexican Cuisine, PowerPoint, Roundabouts, Tigers
Education
The Ohio State University 2007 — 2011
Bachelor, Finance, Political Science (dual degree)
Avon Lake High School
Samantha Nadler's Ross, Sinclaire & Associates, LLC Experience May 2010 - August 2011
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley July 2013 - April 2015
Tulane University Alumni Office February 2013 - February 2013
Tulane University Tutoring Center September 2010 - December 2012
PAE May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Ross, Sinclaire & Associates, LLC May 2010 - August 2011
Skills
PowerPoint, Finance, Financial Modeling, Access, French, Mentoring, Microsoft Excel, Investment Research, Microsoft Word, Social Media, Data Analysis, Equities, Equity Research, Statistics, Strategic Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French, cum laude
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French
Cincinnati Country Day School 1994 — 2009
High School Diploma
Morgan Stanley April 2015 - Present
Morgan Stanley July 2013 - April 2015
Tulane University Alumni Office February 2013 - February 2013
Tulane University Tutoring Center September 2010 - December 2012
PAE May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Ross, Sinclaire & Associates, LLC May 2010 - August 2011
Skills
PowerPoint, Finance, Financial Modeling, Access, French, Mentoring, Microsoft Excel, Investment Research, Microsoft Word, Social Media, Data Analysis, Equities, Equity Research, Statistics, Strategic Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French, cum laude
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French
Cincinnati Country Day School 1994 — 2009
High School Diploma
Alex Stillpass's Ross, Sinclaire & Associates, LLC Experience August 2005 - Present
Job Advisory Board Member at DVCI LLC
Industry Capital Markets
Experience
Ross, Sinclaire & Associates, LLC August 2005 - Present
DVCI LLC 2011 - Present
Activities Beyond the Classroom August 2013 - Present
Ross, Sinclaire & Associates, LLC August 1992 - Present
Centerpoint Health January 2009 - June 2012
Seasongood & Mayer August 1988 - August 1992
Skills
Alternative Energy, Securities, Debt, Investments, Asset Managment, Due Diligence, Non-profits, Microsoft Excel, Financial Analysis, Credit Analysis, Strategic Planning, Economic Development, Corporate Finance, Public Finance, Economic Development..., Investment Banking, Venture Capital, Management, Structured Finance, Nonprofits, Asset Allocation, Series 7, Bonds, Financial Structuring, Community Development, Mutual Funds, Series 63
Education
Tulane University 1983 — 1987
BA, Political Economy - Historical Perspective
Walnut Hills High School 1977 — 1983
Walnut Hills High School
Ross, Sinclaire & Associates, LLC August 2005 - Present
DVCI LLC 2011 - Present
Activities Beyond the Classroom August 2013 - Present
Ross, Sinclaire & Associates, LLC August 1992 - Present
Centerpoint Health January 2009 - June 2012
Seasongood & Mayer August 1988 - August 1992
Skills
Alternative Energy, Securities, Debt, Investments, Asset Managment, Due Diligence, Non-profits, Microsoft Excel, Financial Analysis, Credit Analysis, Strategic Planning, Economic Development, Corporate Finance, Public Finance, Economic Development..., Investment Banking, Venture Capital, Management, Structured Finance, Nonprofits, Asset Allocation, Series 7, Bonds, Financial Structuring, Community Development, Mutual Funds, Series 63
Education
Tulane University 1983 — 1987
BA, Political Economy - Historical Perspective
Walnut Hills High School 1977 — 1983
Walnut Hills High School
Andrew McKeown's Ross, Sinclaire & Associates, LLC Experience March 2010 - August 2010
Job Compensation Manager
Industry Human Resources
Experience
Unisys November 2014 - Present
Mercer January 2013 - November 2014
Fox School of Business at Temple University August 2011 - December 2012
Creative Lodging Solutions March 2011 - July 2011
Creative Lodging Solutions December 2010 - March 2011
Ross, Sinclaire & Associates, LLC March 2010 - August 2010
Kentucky Bank September 2009 - March 2010
Self Employed October 2008 - October 2009
First Southern National Bank March 2008 - June 2009
Kentucky Bank February 2008 - March 2008
Education
Temple University - Fox School of Business and Management 2012 — 2012
Master of Science (M.S.), Human Resource Management
Temple University - Fox School of Business and Management 2011 — 2012
Master of Business Administration (MBA), International Business
ENPC 2011 — 2012
MBA, International Business
Asbury University 2003 — 2007
Bachelor of Arts, Missions
Unisys November 2014 - Present
Mercer January 2013 - November 2014
Fox School of Business at Temple University August 2011 - December 2012
Creative Lodging Solutions March 2011 - July 2011
Creative Lodging Solutions December 2010 - March 2011
Ross, Sinclaire & Associates, LLC March 2010 - August 2010
Kentucky Bank September 2009 - March 2010
Self Employed October 2008 - October 2009
First Southern National Bank March 2008 - June 2009
Kentucky Bank February 2008 - March 2008
Education
Temple University - Fox School of Business and Management 2012 — 2012
Master of Science (M.S.), Human Resource Management
Temple University - Fox School of Business and Management 2011 — 2012
Master of Business Administration (MBA), International Business
ENPC 2011 — 2012
MBA, International Business
Asbury University 2003 — 2007
Bachelor of Arts, Missions
Brian Mathews Brian Mathews's Ross, Sinclaire & Associates, LLC Experience May 2012 - May 2014
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Ross, Sinclaire & Associates, LLC May 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch December 2011 - May 2012
Skills
Debt Financing, Financial Modeling, Valuation, Bloomberg
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Centerville High School 2007 — 2010
Morgan Stanley June 2014 - Present
Ross, Sinclaire & Associates, LLC May 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch December 2011 - May 2012
Skills
Debt Financing, Financial Modeling, Valuation, Bloomberg
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Centerville High School 2007 — 2010
Lesley Francisco's Ross, Sinclaire & Associates, LLC Experience August 2012 - August 2014
Job Assocate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
Ross, Sinclaire & Associates, LLC August 2012 - August 2014
Delta Delta Delta January 2013 - December 2013
Skills
QuickBooks, Microsoft Excel, Finance, Financial Analysis, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Financial Reporting, General Ledger, Budgets, Public Speaking, Leadership, Accounts Payable
Education
University of Kentucky 2010 — 2014
Bachelor's Degree, Accounting and Finance
PwC September 2015 - Present
Ross, Sinclaire & Associates, LLC August 2012 - August 2014
Delta Delta Delta January 2013 - December 2013
Skills
QuickBooks, Microsoft Excel, Finance, Financial Analysis, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Financial Reporting, General Ledger, Budgets, Public Speaking, Leadership, Accounts Payable
Education
University of Kentucky 2010 — 2014
Bachelor's Degree, Accounting and Finance
Andrew Paolillo, CFA Andrew Paolillo, CFA's Ross, Sinclaire & Associates, LLC Experience 2013 - Present
Job VP, Senior Portfolio Manager at Ross, Sinclaire & Associates, LLC
Industry Banking
Experience
Ross, Sinclaire & Associates, LLC 2013 - Present
Rocky Hill Advisors 2008 - 2013
J.P. Morgan (formerly Bear Stearns) 2005 - 2008
Bear Stearns 2004 - 2005
Smith Barney 2004 - 2004
Skills
Fixed Income, Portfolio Management, Asset Liability..., Risk Management, Interest Rate Risk..., Community Banking, Asset Allocation, Relationship Management, Investment Policy, Agency MBS, Municipal Bonds, Credit Analysis, Trading, Credit Trading, Trading Systems, Mortgage Banking, Stress Testing, Liquidity, Capital Markets, Bloomberg, Credit, Derivatives, ALM
Education
Fordham University 2000 — 2004
B.S., Business Administration: Finance & Marketing
St. Anthony's HS 1996 — 2000
Ross, Sinclaire & Associates, LLC 2013 - Present
Rocky Hill Advisors 2008 - 2013
J.P. Morgan (formerly Bear Stearns) 2005 - 2008
Bear Stearns 2004 - 2005
Smith Barney 2004 - 2004
Skills
Fixed Income, Portfolio Management, Asset Liability..., Risk Management, Interest Rate Risk..., Community Banking, Asset Allocation, Relationship Management, Investment Policy, Agency MBS, Municipal Bonds, Credit Analysis, Trading, Credit Trading, Trading Systems, Mortgage Banking, Stress Testing, Liquidity, Capital Markets, Bloomberg, Credit, Derivatives, ALM
Education
Fordham University 2000 — 2004
B.S., Business Administration: Finance & Marketing
St. Anthony's HS 1996 — 2000
Mark Crihfield Mark Crihfield's Ross, Sinclaire & Associates, LLC Experience May 2011 - Present
Job
Industry Investment Management
Experience
Ross, Sinclaire & Associates, LLC May 2011 - Present
Skills
Asset Management, Bloomberg, Bonds, Capital Markets, Equities, FINRA, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Trading
Education
Central Missouri State University 1980 — 1982
BS, Finance/Economics
Ross, Sinclaire & Associates, LLC May 2011 - Present
Skills
Asset Management, Bloomberg, Bonds, Capital Markets, Equities, FINRA, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Excel, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Trading
Education
Central Missouri State University 1980 — 1982
BS, Finance/Economics
Alek Eren Alek Eren's Ross, Sinclaire & Associates, LLC Experience May 2013 - August 2013
Job Math TA at Ohio State University
Industry Banking
Experience
Mathematics Department and The Ohio State University April 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
FlatClub May 2014 - July 2014
Ross, Sinclaire & Associates, LLC May 2013 - August 2013
Columbia University Palmer Lab July 2012 - July 2012
Skills
Applied Mathematics, Mathematics, Mathematical Modeling, Microsoft Excel, CRM Databases, Business Development, PowerPoint, Microsoft Office
Education
The Ohio State University 2011 — 2016
Bachelor of Science (B.S.), Mathematics
The Ohio State University 2011 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Investment Management Track
St. Ignatius Cleveland 2007 — 2011
Mathematics Department and The Ohio State University April 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
FlatClub May 2014 - July 2014
Ross, Sinclaire & Associates, LLC May 2013 - August 2013
Columbia University Palmer Lab July 2012 - July 2012
Skills
Applied Mathematics, Mathematics, Mathematical Modeling, Microsoft Excel, CRM Databases, Business Development, PowerPoint, Microsoft Office
Education
The Ohio State University 2011 — 2016
Bachelor of Science (B.S.), Mathematics
The Ohio State University 2011 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Investment Management Track
St. Ignatius Cleveland 2007 — 2011
Patrick T. Morgan's Ross, Sinclaire & Associates, LLC Experience October 2010 - Present
Job Trader at Ross, Sinclaire & Associates, LLC
Industry Capital Markets
Experience
Ross, Sinclaire & Associates, LLC October 2010 - Present
Corsair Investment Management, LLC 2007 - October 2010
ICAP September 2002 - September 2007
EMC Capital Management April 1994 - January 2001
Fimat 1992 - 1994
Skills
Alternative Investments, Trading, Derivatives, Fixed Income, Managed Futures, Fixed Income Trading, Capital Markets, Commodity Markets, Foreign Exchange, Options, Electronic Trading
Education
Hampden-Sydney College 1983 — 1987
B.A., History & French
The University of Chicago
e-Commerce Strategies
Ross, Sinclaire & Associates, LLC October 2010 - Present
Corsair Investment Management, LLC 2007 - October 2010
ICAP September 2002 - September 2007
EMC Capital Management April 1994 - January 2001
Fimat 1992 - 1994
Skills
Alternative Investments, Trading, Derivatives, Fixed Income, Managed Futures, Fixed Income Trading, Capital Markets, Commodity Markets, Foreign Exchange, Options, Electronic Trading
Education
Hampden-Sydney College 1983 — 1987
B.A., History & French
The University of Chicago
e-Commerce Strategies
Stephen Splawinski's Ross, Sinclaire & Associates, LLC Experience April 2013 - May 2014
Job Public Finance Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2015 - Present
Caldwell Flores Winters June 2014 - March 2015
Ross, Sinclaire & Associates, LLC April 2013 - May 2014
The Ohio State University September 2010 - May 2014
Strategic Health Care January 2013 - April 2013
Skills
Microsoft Office, Statistics, Social Media, Customer Service, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 2015 - Present
Caldwell Flores Winters June 2014 - March 2015
Ross, Sinclaire & Associates, LLC April 2013 - May 2014
The Ohio State University September 2010 - May 2014
Strategic Health Care January 2013 - April 2013
Skills
Microsoft Office, Statistics, Social Media, Customer Service, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Maya Tracey's Ross, Sinclaire & Associates, LLC Experience January 2014 - June 2014
Job Senior at Northeastern University
Industry Investment Management
Experience
GMO January 2015 - June 2015
Ross, Sinclaire & Associates, LLC January 2014 - June 2014
Barneys New York June 2013 - August 2013
Osteria Pane e Salute / La Garagista June 2008 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Market Research, Bloomberg
Education
Northeastern University 2012 — 2016
Candidate for a BS in Business Administration, Finance
Lorenzo de' Medici 2015 — 2015
Study Abroad, Art History and Italian
Suffolk University 2011 — 2012
Woodstock Union High School 2007 — 2011
Diploma
GMO January 2015 - June 2015
Ross, Sinclaire & Associates, LLC January 2014 - June 2014
Barneys New York June 2013 - August 2013
Osteria Pane e Salute / La Garagista June 2008 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Market Research, Bloomberg
Education
Northeastern University 2012 — 2016
Candidate for a BS in Business Administration, Finance
Lorenzo de' Medici 2015 — 2015
Study Abroad, Art History and Italian
Suffolk University 2011 — 2012
Woodstock Union High School 2007 — 2011
Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY