Sandler O'Neill
Industry: Full service investment banking company
DescriptionSandler O'Neill + Partners, L.P., is a full-service investment banking firm and broker-dealer specializing in the financial services sector. It is headquartered in New York City, and has offices in Boston, Chicago, San Francisco and Atlanta. Headquarters: United States of America Founded: 1988 Subsidiaries: Sandler O'Neill Mortgage Finance L.P., Type of business: Partnership
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Sandler O'Neill Employees
Employee
Years
Job
Industry
Don Kent Don Kent's Sandler O'Neill Experience 2001 - 2007
Job Owner, Tall Corn Alpacas, LLC
Industry Ranching
Experience
Tall Corn Alpacas, LLC April 2007 - Present
Sandler O'Neill 2001 - 2007
Chicago Capital Corporation 1996 - 1997
Howe Barnes Hoefer & Arnett 1994 - 1996
The Chicago Corporation 1989 - 1994
L. H. Listrom & Co. 1986 - 1988
Edward Jones 1983 - 1986
Skills
Equities, Trading, Capital Markets, Hedge Funds, Equity Sales, Institutional Sales, Financial Services, Equity Trading, Securities, Portfolio Management, Small Business, Investments, Alternative Investments, Valuation, Corporate Finance, Series 63, Asset Allocation, Trading Systems, Equity Research, Animal Husbandry, Investment Banking, Series 7, Mutual Funds, Structured Finance, Venture Capital, Financial Analysis, Customer Service, Analysis, Options, Private Equity, Asset Management, Due Diligence, Mergers & Acquisitions, Derivatives, Investment Strategies, Fixed Income, Wealth Management, Investor Relations, Business Planning, Strategic Financial..., Financial Markets, Financial Modeling, Financial Structuring
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Finance
Tall Corn Alpacas, LLC April 2007 - Present
Sandler O'Neill 2001 - 2007
Chicago Capital Corporation 1996 - 1997
Howe Barnes Hoefer & Arnett 1994 - 1996
The Chicago Corporation 1989 - 1994
L. H. Listrom & Co. 1986 - 1988
Edward Jones 1983 - 1986
Skills
Equities, Trading, Capital Markets, Hedge Funds, Equity Sales, Institutional Sales, Financial Services, Equity Trading, Securities, Portfolio Management, Small Business, Investments, Alternative Investments, Valuation, Corporate Finance, Series 63, Asset Allocation, Trading Systems, Equity Research, Animal Husbandry, Investment Banking, Series 7, Mutual Funds, Structured Finance, Venture Capital, Financial Analysis, Customer Service, Analysis, Options, Private Equity, Asset Management, Due Diligence, Mergers & Acquisitions, Derivatives, Investment Strategies, Fixed Income, Wealth Management, Investor Relations, Business Planning, Strategic Financial..., Financial Markets, Financial Modeling, Financial Structuring
Education
University of Missouri-Columbia, College of Business 1979 — 1982
BSBA, Finance
Randall Aluwi Randall Aluwi's Sandler O'Neill Experience April 2013 - June 2013
Job
Industry Investment Banking
Experience
Carpenter & Company June 2014 - August 2014
Dalton Investments January 2014 - May 2014
Sandler O'Neill April 2013 - June 2013
Sandler O'Neill & Partners, L.P. April 2010 - April 2013
LP Capital Advisors October 2008 - March 2010
Angeleno Group June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
Bachelor of Science (B.S.), Business Administration with a concentration in Finance & Entrepreneurship
Jakarta International School 1991 — 2004
Carpenter & Company June 2014 - August 2014
Dalton Investments January 2014 - May 2014
Sandler O'Neill April 2013 - June 2013
Sandler O'Neill & Partners, L.P. April 2010 - April 2013
LP Capital Advisors October 2008 - March 2010
Angeleno Group June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
Bachelor of Science (B.S.), Business Administration with a concentration in Finance & Entrepreneurship
Jakarta International School 1991 — 2004
Kathleen (Lungren) Jobe Kathleen (Lungren) Jobe's Sandler O'Neill Experience 2003 - 2007
Job Author at The Jobe Brothers
Industry Internet
Experience
The Jobe Brothers 2015 - Present
Digital Mountain September 2013 - Present
The Broad Foundations April 2011 - June 2013
KL Productions 2009 - 2011
UBS Wealth Management 2007 - 2008
Sandler O'Neill 2003 - 2007
Film Industry 1999 - 2003
The Kennedy Marshall Company 1998 - 1999
Rotary International 1994 - 1995
Skills
Social Media, Project Management, Nonprofits, Event Management, Operations Management, Event Planning, Film, Strategic Planning, Marketing, Public Speaking, Strategy, Public Relations, Leadership, Social Networking, Consulting, Social Media Marketing
Education
Loyola Marymount University 1995 — 1999
BA, Film Production
St. Francis High School 1990 — 1994
The Jobe Brothers 2015 - Present
Digital Mountain September 2013 - Present
The Broad Foundations April 2011 - June 2013
KL Productions 2009 - 2011
UBS Wealth Management 2007 - 2008
Sandler O'Neill 2003 - 2007
Film Industry 1999 - 2003
The Kennedy Marshall Company 1998 - 1999
Rotary International 1994 - 1995
Skills
Social Media, Project Management, Nonprofits, Event Management, Operations Management, Event Planning, Film, Strategic Planning, Marketing, Public Speaking, Strategy, Public Relations, Leadership, Social Networking, Consulting, Social Media Marketing
Education
Loyola Marymount University 1995 — 1999
BA, Film Production
St. Francis High School 1990 — 1994
Matthew Fisk Matthew Fisk's Sandler O'Neill Experience June 2011 - August 2011
Job MBA Candidate at Chicago Booth
Industry Real Estate
Experience
Raymond James Financial, Inc. June 2015 - Present
HAN Capital, LLC February 2015 - June 2015
Madison Dearborn Partners, LLC January 2015 - June 2015
W. P. Carey Inc. February 2013 - July 2014
W. P. Carey Inc. August 2011 - January 2013
Sandler O'Neill June 2011 - August 2011
PricewaterhouseCoopers September 2010 - May 2011
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Alternative Investments, Acquisitions, Mergers & Acquisitions, Strategic Financial..., Strategy, Accounting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Economics
University of Notre Dame - Mendoza College of Business 2009 — 2010
Master of Science (MS), Accounting
University of Miami 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Raymond James Financial, Inc. June 2015 - Present
HAN Capital, LLC February 2015 - June 2015
Madison Dearborn Partners, LLC January 2015 - June 2015
W. P. Carey Inc. February 2013 - July 2014
W. P. Carey Inc. August 2011 - January 2013
Sandler O'Neill June 2011 - August 2011
PricewaterhouseCoopers September 2010 - May 2011
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Alternative Investments, Acquisitions, Mergers & Acquisitions, Strategic Financial..., Strategy, Accounting
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Economics
University of Notre Dame - Mendoza College of Business 2009 — 2010
Master of Science (MS), Accounting
University of Miami 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Bruce Goldstein Bruce Goldstein's Sandler O'Neill Experience October 1988 - February 1997
Job Managing Partner at Alhambra Circle Partners
Industry Investment Banking
Experience
Alhambra Circle Partners May 2015 - Present
iFinanceWorld August 2014 - Present
Middlemarch Partners August 2011 - May 2015
Payment Card Services January 2009 - August 2011
BSG Capital, LLC June 2003 - August 2011
Cash Yes Card January 2006 - January 2009
Milestone Advisors January 2002 - June 2003
KBW February 1997 - September 2001
Sandler O'Neill October 1988 - February 1997
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Accounting
Tulane University
Bachelor's degree, Economics
Alhambra Circle Partners May 2015 - Present
iFinanceWorld August 2014 - Present
Middlemarch Partners August 2011 - May 2015
Payment Card Services January 2009 - August 2011
BSG Capital, LLC June 2003 - August 2011
Cash Yes Card January 2006 - January 2009
Milestone Advisors January 2002 - June 2003
KBW February 1997 - September 2001
Sandler O'Neill October 1988 - February 1997
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Accounting
Tulane University
Bachelor's degree, Economics
David Abrams's Sandler O'Neill Experience March 2009 - November 2010
Job Managing Director at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Charles Todd McConnell Charles Todd McConnell's Sandler O'Neill Experience July 2006 - July 2007
Job Business Development at Traust Sollus Wealth Management
Industry Financial Services
Experience
Traust Sollus Wealth Management September 2014 - Present
Peller Wealth Management August 2012 - September 2014
10 West Capital August 2011 - November 2013
MCBD LLC January 2009 - March 2011
Northwestern Mutual September 2007 - July 2008
Sandler O'Neill July 2006 - July 2007
Morgan Stanley May 2005 - August 2005
Skills
Finance, Financial Modeling, Securities, Equities, Sales, Alternative Investments, Microsoft Excel, Private Equity, Portfolio Management, Real Estate, Risk Management, Management, Wealth Management, Venture Capital, Investments, Business Development, Mutual Funds, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Series 63, Salesforce.com, Financial Planning
Education
Gettysburg College 2002 — 2006
Business, Management
Morristown Beard School 1998 — 2002
Harding Township
Traust Sollus Wealth Management September 2014 - Present
Peller Wealth Management August 2012 - September 2014
10 West Capital August 2011 - November 2013
MCBD LLC January 2009 - March 2011
Northwestern Mutual September 2007 - July 2008
Sandler O'Neill July 2006 - July 2007
Morgan Stanley May 2005 - August 2005
Skills
Finance, Financial Modeling, Securities, Equities, Sales, Alternative Investments, Microsoft Excel, Private Equity, Portfolio Management, Real Estate, Risk Management, Management, Wealth Management, Venture Capital, Investments, Business Development, Mutual Funds, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Series 63, Salesforce.com, Financial Planning
Education
Gettysburg College 2002 — 2006
Business, Management
Morristown Beard School 1998 — 2002
Harding Township
William Harrison William Harrison's Sandler O'Neill Experience June 2011 - August 2011
Job Managing Consultant at CrossCountry Consulting
Industry Financial Services
Experience
CrossCountry Consulting April 2014 - Present
Ernst & Young October 2013 - April 2014
EY February 2012 - October 2013
MKM Partners August 2011 - February 2012
Sandler O'Neill June 2011 - August 2011
Con Edison March 2006 - August 2009
US Army May 2003 - March 2006
Skills
Risk Management, Financial Modeling, Equity Valuation, Sensitivity Analysis, Enterprise Valuation, Bloomberg Terminal, Microsoft Office, Problem Solving, Team Building, Valuation, Analysis, Hedge Funds, Alternative Investments, Corporate Finance, Due Diligence, Equities, Capital Markets, Bloomberg, Private Equity, Investment Banking, Fixed Income, Asset Management, Business Valuation, Derivatives, Equity Research, Investments, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
United States Military Academy at West Point 1999 — 2003
Bachelors in Science, Systems Engineering
CrossCountry Consulting April 2014 - Present
Ernst & Young October 2013 - April 2014
EY February 2012 - October 2013
MKM Partners August 2011 - February 2012
Sandler O'Neill June 2011 - August 2011
Con Edison March 2006 - August 2009
US Army May 2003 - March 2006
Skills
Risk Management, Financial Modeling, Equity Valuation, Sensitivity Analysis, Enterprise Valuation, Bloomberg Terminal, Microsoft Office, Problem Solving, Team Building, Valuation, Analysis, Hedge Funds, Alternative Investments, Corporate Finance, Due Diligence, Equities, Capital Markets, Bloomberg, Private Equity, Investment Banking, Fixed Income, Asset Management, Business Valuation, Derivatives, Equity Research, Investments, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investments
United States Military Academy at West Point 1999 — 2003
Bachelors in Science, Systems Engineering
Lisa Mahshie's Sandler O'Neill Experience April 2011 - November 2013
Job Human Resources Assistant at EY
Industry Financial Services
Experience
EY November 2013 - Present
Sandler O'Neill April 2011 - November 2013
HedgeCo Networks September 2009 - March 2011
Lehn Law, P.A January 2009 - May 2009
Skills
Microsoft Office, Hedge Funds, Capital Markets, Securities, Bloomberg
Education
Florida State University 2005 — 2008
B.S., Psychology
EY November 2013 - Present
Sandler O'Neill April 2011 - November 2013
HedgeCo Networks September 2009 - March 2011
Lehn Law, P.A January 2009 - May 2009
Skills
Microsoft Office, Hedge Funds, Capital Markets, Securities, Bloomberg
Education
Florida State University 2005 — 2008
B.S., Psychology
Jorge Puente Jorge Puente's Sandler O'Neill Experience January 2011 - Present
Job Associate Director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill January 2011 - Present
AllianceBernstein May 2006 - January 2011
AllianceBernstein August 2005 - April 2006
FDNY Counseling Service Unit May 2002 - July 2005
Brown Brothers Harriman February 2001 - September 2001
Skills
Fixed Income, MBS, Corporates, Quantitative Analysis, Investment Strategies, Analytics, Stochastic Analysis, Portfolio Management, Bloomberg, Bonds, Financial Modeling, Investments, Quantitative Analytics, Capital Markets, Financial Risk, Options, Alternative Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
The Cooper Union for the Advancement of Science and Art 2001 — 2005
BE, Mechanical Engineering
Sandler O'Neill January 2011 - Present
AllianceBernstein May 2006 - January 2011
AllianceBernstein August 2005 - April 2006
FDNY Counseling Service Unit May 2002 - July 2005
Brown Brothers Harriman February 2001 - September 2001
Skills
Fixed Income, MBS, Corporates, Quantitative Analysis, Investment Strategies, Analytics, Stochastic Analysis, Portfolio Management, Bloomberg, Bonds, Financial Modeling, Investments, Quantitative Analytics, Capital Markets, Financial Risk, Options, Alternative Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
The Cooper Union for the Advancement of Science and Art 2001 — 2005
BE, Mechanical Engineering
Maggie Miller Maggie Miller's Sandler O'Neill Experience February 2004 - April 2007
Job Investment Advisor at Geneva Investment Management
Industry Financial Services
Experience
Geneva Investment Management June 2007 - Present
Sandler O'Neill February 2004 - April 2007
Credit Suisse October 2000 - February 2004
Donaldson, Lufkin & Jenrette May 1995 - October 2000
Bank of America(prev.Continental Bank) August 1991 - April 1995
Skills
Investments, Investment Management, Equities, High Net Worth..., Strategic Financial..., Asset Managment, 401k
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Geneva Investment Management June 2007 - Present
Sandler O'Neill February 2004 - April 2007
Credit Suisse October 2000 - February 2004
Donaldson, Lufkin & Jenrette May 1995 - October 2000
Bank of America(prev.Continental Bank) August 1991 - April 1995
Skills
Investments, Investment Management, Equities, High Net Worth..., Strategic Financial..., Asset Managment, 401k
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Michael Dion, CFA Michael Dion, CFA's Sandler O'Neill Experience May 2001 - July 2006
Job Executive Director, CoHead of US Sector Research
Industry Financial Services
Experience
UBS August 2006 - Present
Sandler O'Neill May 2001 - July 2006
ABN AMRO July 2000 - May 2001
Skills
Equities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Capital Markets, Asset Management, Bloomberg, Investments, Hedge Funds, Investment Banking, Corporate Finance, Fixed Income, Alternative Investments, Portfolio Management, Financials –..., Financial Modeling -..., Equities - Cash Flow..., Asset Allocation -...
Education
University of Notre Dame - Mendoza College of Business
MBA, Finance and Investments
University of Southern California - Marshall School of Business
BS, Business Administration
UBS August 2006 - Present
Sandler O'Neill May 2001 - July 2006
ABN AMRO July 2000 - May 2001
Skills
Equities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Capital Markets, Asset Management, Bloomberg, Investments, Hedge Funds, Investment Banking, Corporate Finance, Fixed Income, Alternative Investments, Portfolio Management, Financials –..., Financial Modeling -..., Equities - Cash Flow..., Asset Allocation -...
Education
University of Notre Dame - Mendoza College of Business
MBA, Finance and Investments
University of Southern California - Marshall School of Business
BS, Business Administration
Eshaan Arora's Sandler O'Neill Experience June 2011 - August 2011
Job Investment Banking Associate at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill & Partners, L.P. July 2012 - December 2014
Campus Tutoring Service August 2010 - May 2012
Sandler O'Neill June 2011 - August 2011
Positive Moves May 2010 - July 2010
Student Academic Center January 2010 - May 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Data Analysis, Accounting, Market Research, Microsoft Office, Finance, DCF, Investments
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance, Entrepreneurship
Vernon Hills High School 2004 — 2008
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill & Partners, L.P. July 2012 - December 2014
Campus Tutoring Service August 2010 - May 2012
Sandler O'Neill June 2011 - August 2011
Positive Moves May 2010 - July 2010
Student Academic Center January 2010 - May 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Investment Banking, Data Analysis, Accounting, Market Research, Microsoft Office, Finance, DCF, Investments
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance, Entrepreneurship
Vernon Hills High School 2004 — 2008
Mateen Kemet's Sandler O'Neill Experience July 1991 - 1993
Job 2nd Assistant Director at Freelance
Industry Entertainment
Experience
Runaway FiLMWORX 1999 - Present
Freelance Film and Commercials August 2011 - Present
Loyola Marymount University August 2013 - January 2014
ACADEMY OF BUSINESS AND FINANCE 1997 - 1999
School of Business and Commerce 1996 - 1997
Pryor McClendon Counts & Co 1993 - 1996
Sandler O'Neill July 1991 - 1993
Skills
Screenwriting, Video, Film, Film Production, Directing, HD Video, Feature Films, Producing, Short Films, Cinematography, Reality, Music Videos, Camera, New Media, Animation, Documentaries, Television, Video Production
Education
Chapman University 1997 — 2002
San Francisco State University
Runaway FiLMWORX 1999 - Present
Freelance Film and Commercials August 2011 - Present
Loyola Marymount University August 2013 - January 2014
ACADEMY OF BUSINESS AND FINANCE 1997 - 1999
School of Business and Commerce 1996 - 1997
Pryor McClendon Counts & Co 1993 - 1996
Sandler O'Neill July 1991 - 1993
Skills
Screenwriting, Video, Film, Film Production, Directing, HD Video, Feature Films, Producing, Short Films, Cinematography, Reality, Music Videos, Camera, New Media, Animation, Documentaries, Television, Video Production
Education
Chapman University 1997 — 2002
San Francisco State University
Matt Doherty's Sandler O'Neill Experience May 2000 - May 2001
Job Chief Financial Officer, Executive Vice President at Heartland Bank and Trust Company
Industry Banking
Experience
Heartland Bank and Trust Company March 2010 - Present
Wells Fargo Securities, LLC May 2009 - March 2010
Banc of America Securities October 2007 - March 2009
LaSalle Bank May 2002 - October 2007
Banc One Securities May 2001 - May 2002
Sandler O'Neill May 2000 - May 2001
ABN AMRO Inc. August 1992 - April 2000
Skills
Capital Markets, Banking, Finance, Fixed Income, Bonds, Credit, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Credit Analysis, Financial Institutions, Securities, Asset Allocation, Commercial Banking, Loans, Cash Management, Treasury Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Loan Origination, Mortgage Lending, Financial Risk, Interest Rate Risk..., Interest Rate Swaps, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accountancy
Heartland Bank and Trust Company March 2010 - Present
Wells Fargo Securities, LLC May 2009 - March 2010
Banc of America Securities October 2007 - March 2009
LaSalle Bank May 2002 - October 2007
Banc One Securities May 2001 - May 2002
Sandler O'Neill May 2000 - May 2001
ABN AMRO Inc. August 1992 - April 2000
Skills
Capital Markets, Banking, Finance, Fixed Income, Bonds, Credit, Commercial Lending, Financial Analysis, Portfolio Management, Risk Management, Credit Analysis, Financial Institutions, Securities, Asset Allocation, Commercial Banking, Loans, Cash Management, Treasury Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Loan Origination, Mortgage Lending, Financial Risk, Interest Rate Risk..., Interest Rate Swaps, Options
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accountancy
Dana Hetsrony's Sandler O'Neill Experience March 2010 - February 2014
Job Finance at Indeed.com
Industry Investment Banking
Experience
Indeed.com July 2014 - Present
Sandler O'Neill March 2010 - February 2014
Houlihan Smith & Company, Inc. August 2008 - February 2010
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Financial Institutions, IPO, Corporate Development, Strategic Planning, Mergers & Acquisitions, Product Management, Team Leadership, Employee Training, Social Media, Microsoft Office, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Indeed.com July 2014 - Present
Sandler O'Neill March 2010 - February 2014
Houlihan Smith & Company, Inc. August 2008 - February 2010
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Financial Institutions, IPO, Corporate Development, Strategic Planning, Mergers & Acquisitions, Product Management, Team Leadership, Employee Training, Social Media, Microsoft Office, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
David C. Haines, CFA David C. Haines, CFA's Sandler O'Neill Experience October 2011 - August 2015
Job Investment Banking and Corporate Finance at Societe Generale
Industry Investment Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Sandler O'Neill October 2011 - August 2015
Gleacher & Company January 2008 - October 2011
Imperial Capital, LLC January 2007 - January 2008
Huron Consulting Group June 2005 - January 2007
Skills
Investment Banking, Leveraged Finance, Finance, Mergers & Acquisitions, Special Situations, Credit, Restructuring, Recapitalizations, Corporate Finance
Education
Lehigh University 2002 — 2005
B.S., Finance and Mathematics
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Sandler O'Neill October 2011 - August 2015
Gleacher & Company January 2008 - October 2011
Imperial Capital, LLC January 2007 - January 2008
Huron Consulting Group June 2005 - January 2007
Skills
Investment Banking, Leveraged Finance, Finance, Mergers & Acquisitions, Special Situations, Credit, Restructuring, Recapitalizations, Corporate Finance
Education
Lehigh University 2002 — 2005
B.S., Finance and Mathematics
Robert Monsky's Sandler O'Neill Experience December 1990 - December 1995
Job Partner at First Florida Capital Corporation
Industry Financial Services
Experience
Lindsay Goldberg August 2009 - Present
First Florida Capital Corporation December 1995 - Present
Sandler O'Neill December 1990 - December 1995
Bear Stearns December 1985 - December 1990
Skills
Private Equity, Mergers, Due Diligence, Valuation, Entrepreneurship, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Venture Capital, Private Placements, Clean Technology, Event Planning, Corporate Development, Commercial Banking, M&A experience, Business Valuation, Business Development, Strategic Partnerships, Start-ups, Corporate Finance, Investment Banking, Financial Institutions, Business Planning, Investments, LBO, Strategy, Alternative Investments, Investor Relations, Divestitures, Restructuring, IPO, Financial Services, Emerging Markets, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Fixed Income, Executive Management, Leveraged Finance, Financial Structuring, Funding, Equities, Joint Ventures, Portfolio Management, Acquisition Integration, Acquisitions, Asset Management, Project Finance
Education
Babson College 1982 — 1985
BS Finance, Finance and Quantitative Methods
Rollins College 1981 — 1982
Lindsay Goldberg August 2009 - Present
First Florida Capital Corporation December 1995 - Present
Sandler O'Neill December 1990 - December 1995
Bear Stearns December 1985 - December 1990
Skills
Private Equity, Mergers, Due Diligence, Valuation, Entrepreneurship, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Venture Capital, Private Placements, Clean Technology, Event Planning, Corporate Development, Commercial Banking, M&A experience, Business Valuation, Business Development, Strategic Partnerships, Start-ups, Corporate Finance, Investment Banking, Financial Institutions, Business Planning, Investments, LBO, Strategy, Alternative Investments, Investor Relations, Divestitures, Restructuring, IPO, Financial Services, Emerging Markets, Hedge Funds, Marketing Strategy, Finance, Capital Markets, Fixed Income, Executive Management, Leveraged Finance, Financial Structuring, Funding, Equities, Joint Ventures, Portfolio Management, Acquisition Integration, Acquisitions, Asset Management, Project Finance
Education
Babson College 1982 — 1985
BS Finance, Finance and Quantitative Methods
Rollins College 1981 — 1982
Erin MacEachern Erin MacEachern's Sandler O'Neill Experience 2011 - June 2012
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
Croft & Bender June 2012 - April 2014
Sandler O'Neill 2011 - June 2012
Price Waterhouse Coopers 2009 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers, IPO, Financial Institutions, Accounting, Corporate Finance, Business Valuation, Capital Markets, Private Equity
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Accounting, Music
SunTrust Robinson Humphrey April 2014 - Present
Croft & Bender June 2012 - April 2014
Sandler O'Neill 2011 - June 2012
Price Waterhouse Coopers 2009 - 2011
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mergers, IPO, Financial Institutions, Accounting, Corporate Finance, Business Valuation, Capital Markets, Private Equity
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Accounting, Music
Garrett Burke's Sandler O'Neill Experience June 2008 - August 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Lockheed Martin June 2009 - April 2011
Sandler O'Neill June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Proposal Writing, Private Equity, Asset Managment, Mergers, Risk Management, Strategic Planning, Finance, Corporate Finance, Investments, Business Development, Asset Allocation, Portfolio Management, Earned Value Management, Equities, New Business Development, Strategy, Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Leadership, Asset Management, Budgets, Financial Markets, Analysis, Series 7, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2006 — 2009
BA, Finance
Florida State University - College of Business 2005 — 2006
Finance
Merrill Lynch April 2011 - Present
Lockheed Martin June 2009 - April 2011
Sandler O'Neill June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Strategic Financial..., Proposal Writing, Private Equity, Asset Managment, Mergers, Risk Management, Strategic Planning, Finance, Corporate Finance, Investments, Business Development, Asset Allocation, Portfolio Management, Earned Value Management, Equities, New Business Development, Strategy, Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Leadership, Asset Management, Budgets, Financial Markets, Analysis, Series 7, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2006 — 2009
BA, Finance
Florida State University - College of Business 2005 — 2006
Finance
Don White Don White's Sandler O'Neill Experience January 2002 - March 2013
Job CFO at Salisbury Bank & Trust
Industry Banking
Experience
Salisbury Bank & Trust April 2013 - Present
Sandler O'Neill January 2002 - March 2013
Middlesex Schools FCU June 1998 - January 2002
Eagle Bank 1995 - 1998
Valley Teacher's FCU April 1993 - June 1995
Bank of Hartford 1981 - 1993
Connecticut National June 1989 - April 1991
Skills
Strategic Planning, ALM, Fixed Income Products, Portfolio Strategy, balance sheet management
Education
University of Connecticut 1985 — 1989
BS & MBA, Finance
Salisbury Bank & Trust April 2013 - Present
Sandler O'Neill January 2002 - March 2013
Middlesex Schools FCU June 1998 - January 2002
Eagle Bank 1995 - 1998
Valley Teacher's FCU April 1993 - June 1995
Bank of Hartford 1981 - 1993
Connecticut National June 1989 - April 1991
Skills
Strategic Planning, ALM, Fixed Income Products, Portfolio Strategy, balance sheet management
Education
University of Connecticut 1985 — 1989
BS & MBA, Finance
Melissa Morehead Melissa Morehead's Sandler O'Neill Experience January 2003 - August 2004
Job VP, FP&A at Limelight Networks
Industry Internet
Experience
Limelight Networks February 2014 - Present
Rally.org April 2013 - January 2014
ReImagine Growth Strategies July 2009 - March 2013
Merrill Lynch September 2004 - July 2008
Sandler O'Neill January 2003 - August 2004
Goldman Sachs July 2000 - November 2002
Kerr White Institute for Health Services Research January 1995 - August 1998
KPMG Peat Marwick September 1991 - December 1994
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Business Planning, Managerial Finance, Fundraising, Venture Capital, Financial Accounting, Investment Banking, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Start-ups, Due Diligence, Valuation, Finance, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Financial Management
University of Kentucky 1987 — 1991
B.S., Accounting
Limelight Networks February 2014 - Present
Rally.org April 2013 - January 2014
ReImagine Growth Strategies July 2009 - March 2013
Merrill Lynch September 2004 - July 2008
Sandler O'Neill January 2003 - August 2004
Goldman Sachs July 2000 - November 2002
Kerr White Institute for Health Services Research January 1995 - August 1998
KPMG Peat Marwick September 1991 - December 1994
Skills
Investor Relations, Financial Analysis, Financial Modeling, Mergers, Business Planning, Managerial Finance, Fundraising, Venture Capital, Financial Accounting, Investment Banking, Strategic Planning, Financial Reporting, Mergers & Acquisitions, Start-ups, Due Diligence, Valuation, Finance, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA, Financial Management
University of Kentucky 1987 — 1991
B.S., Accounting
Julia Yelevich's Sandler O'Neill Experience July 2004 - July 2005
Job AVP Provider Strategy & Management at CareCentrix
Industry Insurance
Experience
CareCentrix September 2015 - Present
Cigna January 2015 - August 2015
Cigna February 2012 - February 2015
The Hartford August 2010 - February 2012
The Hartford June 2010 - August 2010
Barclays June 2008 - February 2009
JPMorgan August 2006 - May 2008
Sandler O'Neill July 2004 - July 2005
Unilever June 2003 - August 2003
Skills
Strategy, Business Strategy, Strategic Planning, Management Consulting, Leadership, Valuation, Executive Management, Management, Market Analysis, Organizational..., Corporate Finance, Marketing Strategy, Business Development, Financial Analysis, Financial Modeling, Operations Management, Mergers & Acquisitions, Cross-functional Team..., Cross Functional Team..., Strategic Consulting, Investments, Finance, Forecasting, Due Diligence, Investment Banking, Executive-level..., Insurance
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance, Strategy, Marketing
UConn Foundation 2009 — 2010
Portfolio Manager - MBA SMF, Asset Management, Equity Research, Risk Management
University of Connecticut 2001 — 2004
Bachelor of Bus. Admin., Finance
CareCentrix September 2015 - Present
Cigna January 2015 - August 2015
Cigna February 2012 - February 2015
The Hartford August 2010 - February 2012
The Hartford June 2010 - August 2010
Barclays June 2008 - February 2009
JPMorgan August 2006 - May 2008
Sandler O'Neill July 2004 - July 2005
Unilever June 2003 - August 2003
Skills
Strategy, Business Strategy, Strategic Planning, Management Consulting, Leadership, Valuation, Executive Management, Management, Market Analysis, Organizational..., Corporate Finance, Marketing Strategy, Business Development, Financial Analysis, Financial Modeling, Operations Management, Mergers & Acquisitions, Cross-functional Team..., Cross Functional Team..., Strategic Consulting, Investments, Finance, Forecasting, Due Diligence, Investment Banking, Executive-level..., Insurance
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance, Strategy, Marketing
UConn Foundation 2009 — 2010
Portfolio Manager - MBA SMF, Asset Management, Equity Research, Risk Management
University of Connecticut 2001 — 2004
Bachelor of Bus. Admin., Finance
Andy Pritchett Andy Pritchett's Sandler O'Neill Experience April 2010 - July 2011
Job Risk Management Advisor at Turner Insurance and Bonding Co.
Industry Financial Services
Experience
Turner Insurance and Bonding Co. September 2014 - Present
State Farm July 2013 - July 2014
Cantor Fitzgerald July 2011 - June 2013
Sandler O'Neill April 2010 - July 2011
Sterne Agee October 2005 - February 2010
Colonial Bank 2001 - 2005
Regions Financial Corporation February 1999 - June 2001
Regions Financial Corporation April 1996 - June 1997
BBVA Compass October 1994 - April 1996
BBVA Compass August 1992 - October 1994
Skills
Portfolio Management, Portfolio Strategy, Economic Research, Interest Rate..., Funding, Mortgage Banking, MBS, CMOS, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Commercial Banking, Fixed Income Analysis, Capital Markets, Fixed Income, Bonds, Finance, Bloomberg, Securities, Professional Liability, Risk Management
Education
University of Alabama 1989 — 1992
BS, Corporate Finance and Investment Management
Turner Insurance and Bonding Co. September 2014 - Present
State Farm July 2013 - July 2014
Cantor Fitzgerald July 2011 - June 2013
Sandler O'Neill April 2010 - July 2011
Sterne Agee October 2005 - February 2010
Colonial Bank 2001 - 2005
Regions Financial Corporation February 1999 - June 2001
Regions Financial Corporation April 1996 - June 1997
BBVA Compass October 1994 - April 1996
BBVA Compass August 1992 - October 1994
Skills
Portfolio Management, Portfolio Strategy, Economic Research, Interest Rate..., Funding, Mortgage Banking, MBS, CMOS, Fixed Income Trading, Fixed Income Products, Fixed Income Research, Commercial Banking, Fixed Income Analysis, Capital Markets, Fixed Income, Bonds, Finance, Bloomberg, Securities, Professional Liability, Risk Management
Education
University of Alabama 1989 — 1992
BS, Corporate Finance and Investment Management
Nikhil Mahajan Nikhil Mahajan's Sandler O'Neill Experience 2010 - 2010
Job
Industry Investment Management
Experience
City National Rochdale Investment Management January 2011 - Present
Moloney Securities 2010 - 2010
Sandler O'Neill 2010 - 2010
Catamount Capital Management June 2009 - August 2009
Crown Capital 2009 - May 2009
Fidelity Investments 2006 - 2008
Skills
Alternative Investments, Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Investments and Securities
Manipal Institute of Technology 2002 — 2006
Bachelor of Engineering (BE)
City National Rochdale Investment Management January 2011 - Present
Moloney Securities 2010 - 2010
Sandler O'Neill 2010 - 2010
Catamount Capital Management June 2009 - August 2009
Crown Capital 2009 - May 2009
Fidelity Investments 2006 - 2008
Skills
Alternative Investments, Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Investments and Securities
Manipal Institute of Technology 2002 — 2006
Bachelor of Engineering (BE)
Kristin DeFeo Kristin DeFeo's Sandler O'Neill Experience July 2010 - June 2012
Job Vice President at Citi
Industry Capital Markets
Experience
Citi July 2012 - Present
Sandler O'Neill July 2010 - June 2012
OppenheimerFunds June 2009 - August 2009
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Bloomberg Terminal, Series 63, Private Equity, FINRA, Equities, Due Diligence, Financial Analysis, Corporate Finance
Education
College of the Holy Cross 2006 — 2010
BA, Economics
Oxford University 2008 — 2008
Citi July 2012 - Present
Sandler O'Neill July 2010 - June 2012
OppenheimerFunds June 2009 - August 2009
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Bloomberg Terminal, Series 63, Private Equity, FINRA, Equities, Due Diligence, Financial Analysis, Corporate Finance
Education
College of the Holy Cross 2006 — 2010
BA, Economics
Oxford University 2008 — 2008
Douglas Liang Douglas Liang's Sandler O'Neill Experience April 2011 - August 2012
Job SVP Treasury at Flushing Bank
Industry Banking
Experience
Flushing Bank September 2012 - Present
Sandler O'Neill April 2011 - August 2012
o3 Technology Solutions, LLC September 2009 - March 2011
American Express Company May 2003 - January 2009
American Express Bank, LTD July 2000 - April 2003
American Express Brokerage May 1998 - June 2000
Ameriprise Financial September 1997 - April 1998
Skills
Treasury Management, ALM, Banking, Liquidity Management, Funding, Capital Markets, Financial Analysis, Fixed Income, Risk Management, Business Planning, Treasury, Finance, Investments, Financial Risk, Trading, Derivatives, Cash Management
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Bronx Science 1990 — 1993
Flushing Bank September 2012 - Present
Sandler O'Neill April 2011 - August 2012
o3 Technology Solutions, LLC September 2009 - March 2011
American Express Company May 2003 - January 2009
American Express Bank, LTD July 2000 - April 2003
American Express Brokerage May 1998 - June 2000
Ameriprise Financial September 1997 - April 1998
Skills
Treasury Management, ALM, Banking, Liquidity Management, Funding, Capital Markets, Financial Analysis, Fixed Income, Risk Management, Business Planning, Treasury, Finance, Investments, Financial Risk, Trading, Derivatives, Cash Management
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance
Bronx Science 1990 — 1993
Rob Gandy's Sandler O'Neill Experience 2003 - 2007
Job Managing Partner at Cielo Property Group
Industry Real Estate
Experience
Cielo Property Group March 2010 - Present
FNB 2007 - 2010
Sandler O'Neill 2003 - 2007
Skills
Valuation, Investments, Due Diligence, Private Equity, Financial Modeling, Real Estate, Investment Properties, Real Estate Development, Disposition, Brokerage, Real Estate Financing, Commercial Real Estate, Real Estate Economics, Acquisitions, Real Estate Transactions, Asset Management, Corporate Real Estate
Education
The University of Texas at Austin
University of Florida
Cielo Property Group March 2010 - Present
FNB 2007 - 2010
Sandler O'Neill 2003 - 2007
Skills
Valuation, Investments, Due Diligence, Private Equity, Financial Modeling, Real Estate, Investment Properties, Real Estate Development, Disposition, Brokerage, Real Estate Financing, Commercial Real Estate, Real Estate Economics, Acquisitions, Real Estate Transactions, Asset Management, Corporate Real Estate
Education
The University of Texas at Austin
University of Florida
Mark Beardi Mark Beardi's Sandler O'Neill Experience February 2002 - January 2003
Job Financial Advisor at SY Associates
Industry Financial Services
Experience
SY Associates March 2014 - Present
Alliance Advisory Group, Inc. April 2009 - April 2012
M&T Bank September 2003 - September 2008
Sandler O'Neill February 2002 - January 2003
Merrill Lynch June 2000 - November 2001
Morgan Stanley August 1997 - June 1999
BlackRock September 1994 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Canisius High School 1986 — 1990
HS Diploma, NA
SY Associates March 2014 - Present
Alliance Advisory Group, Inc. April 2009 - April 2012
M&T Bank September 2003 - September 2008
Sandler O'Neill February 2002 - January 2003
Merrill Lynch June 2000 - November 2001
Morgan Stanley August 1997 - June 1999
BlackRock September 1994 - August 1997
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics and Business Management
Canisius High School 1986 — 1990
HS Diploma, NA
Bernie Krock Bernie Krock's Sandler O'Neill Experience March 1994 - Present
Job Senior Project Manager at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill March 1994 - Present
First Mortgage Strategies Group February 1992 - March 1994
Union Planters Bank May 1990 - February 1992
First Southern Federal March 1986 - May 1990
Leader Federal Savings Bank March 1977 - March 1986
Skills
Asset Managment, Portfolio Management, Loans, Valuation, Banking, Due Diligence, Financial Analysis, Asset Management, Mortgage Banking, Mergers, Team Building, Strategic Planning, Risk Management, Mergers & Acquisitions, Credit Analysis, Finance, Financial Modeling, Credit, Underwriting, Mortgage Lending, Loan Origination, Real Estate Economics, Equities, Funding, Financial Structuring, Investments, Real Estate Financing, Commercial Banking, Private Equity, Real Estate, Credit Risk, Commercial Real Estate, Financial Risk, Analysis, Capital Markets
Education
The University of Memphis 1969 — 1973
BBA, Business
Sandler O'Neill March 1994 - Present
First Mortgage Strategies Group February 1992 - March 1994
Union Planters Bank May 1990 - February 1992
First Southern Federal March 1986 - May 1990
Leader Federal Savings Bank March 1977 - March 1986
Skills
Asset Managment, Portfolio Management, Loans, Valuation, Banking, Due Diligence, Financial Analysis, Asset Management, Mortgage Banking, Mergers, Team Building, Strategic Planning, Risk Management, Mergers & Acquisitions, Credit Analysis, Finance, Financial Modeling, Credit, Underwriting, Mortgage Lending, Loan Origination, Real Estate Economics, Equities, Funding, Financial Structuring, Investments, Real Estate Financing, Commercial Banking, Private Equity, Real Estate, Credit Risk, Commercial Real Estate, Financial Risk, Analysis, Capital Markets
Education
The University of Memphis 1969 — 1973
BBA, Business
Randy Yates Randy Yates's Sandler O'Neill Experience September 1990 - September 1995
Job Information Security Officer at Memorial Hermann
Industry Hospital & Health Care
Experience
Memorial Hermann Healthcare System September 2005 - Present
Deloitte & Touche LLP January 2014 - September 2014
IBM Global Services September 2001 - September 2005
Cambridge Technology Partners September 1999 - September 2001
International Paper June 1995 - September 1999
Sandler O'Neill September 1990 - September 1995
Skills
HIPAA, System Administration, Information Technology, Business Analysis, Healthcare Information..., Disaster Recovery, SDLC, IT Strategy, Team Building, Vendor Management, EHR, Information Security..., CRM, Governance, Informatics, IT Audit, Security, Healthcare, Information Security, Process Improvement, EMR, Software Documentation, Healthcare Management, CISSP, Revenue Cycle, IT Management
Education
Mississippi State University - College of Business and Industry 1986 — 1990
BBA, Finance
Memorial Hermann Healthcare System September 2005 - Present
Deloitte & Touche LLP January 2014 - September 2014
IBM Global Services September 2001 - September 2005
Cambridge Technology Partners September 1999 - September 2001
International Paper June 1995 - September 1999
Sandler O'Neill September 1990 - September 1995
Skills
HIPAA, System Administration, Information Technology, Business Analysis, Healthcare Information..., Disaster Recovery, SDLC, IT Strategy, Team Building, Vendor Management, EHR, Information Security..., CRM, Governance, Informatics, IT Audit, Security, Healthcare, Information Security, Process Improvement, EMR, Software Documentation, Healthcare Management, CISSP, Revenue Cycle, IT Management
Education
Mississippi State University - College of Business and Industry 1986 — 1990
BBA, Finance
Joshua Ernst Joshua Ernst's Sandler O'Neill Experience October 2011 - June 2012
Job Venture Capital Investor at Revel Partners
Industry Internet
Experience
Revel Partners June 2015 - Present
urBin LLC - Acquired by Dumbo Moving & Storage November 2012 - June 2015
Digital Broadcasting Group May 2012 - May 2013
Sandler O'Neill October 2011 - June 2012
Gleacher & Company July 2009 - August 2011
Skills
Finance, Investment Banking, Financial Modeling, Valuation, Private Equity, Capital Markets
Education
The University of Texas at Austin
Revel Partners June 2015 - Present
urBin LLC - Acquired by Dumbo Moving & Storage November 2012 - June 2015
Digital Broadcasting Group May 2012 - May 2013
Sandler O'Neill October 2011 - June 2012
Gleacher & Company July 2009 - August 2011
Skills
Finance, Investment Banking, Financial Modeling, Valuation, Private Equity, Capital Markets
Education
The University of Texas at Austin
Amanda Gilman Amanda Gilman's Sandler O'Neill Experience August 2010 - Present
Job Associate Director at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill August 2010 - Present
Eaton Vance June 2008 - August 2010
Skills
Financial Analysis, Bloomberg, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Investments, Fixed Income, Microsoft Excel, Strategy, Securities, Research, Valuation, Corporate Finance, Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 63, Equity Research, Equities
Education
Merrimack College 2005 — 2009
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill August 2010 - Present
Eaton Vance June 2008 - August 2010
Skills
Financial Analysis, Bloomberg, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Investments, Fixed Income, Microsoft Excel, Strategy, Securities, Research, Valuation, Corporate Finance, Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 63, Equity Research, Equities
Education
Merrimack College 2005 — 2009
Scott Alaniz Scott Alaniz's Sandler O'Neill Experience February 2004 - February 2006
Job Partner, Private Investment Management Firm
Industry Investment Management
Experience
Boston Mountain Money Management, Inc. June 2007 - Present
Sandler O'Neill February 2004 - February 2006
SAMCO Capital Markets March 2003 - February 2004
Stephens Inc. June 1991 - March 2003
Skills
Corporate Finance, Strategic Planning, Valuation, Management, Financial Advisory, Tax, Venture Capital, Finance, Strategic Financial..., Accounting, Financial Services, Equities, Investments, Executive Management, Analysis, Financial Reporting, Investment Strategies, Competitive Analysis, Capital Markets, Strategy, Due Diligence, Banking, Investment Banking, Managerial Finance, Risk Management, Alternative Investments, Portfolio Management, Asset Management, Start-ups, Financial Planning
Education
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (B.S.), Finance
Boston Mountain Money Management, Inc. June 2007 - Present
Sandler O'Neill February 2004 - February 2006
SAMCO Capital Markets March 2003 - February 2004
Stephens Inc. June 1991 - March 2003
Skills
Corporate Finance, Strategic Planning, Valuation, Management, Financial Advisory, Tax, Venture Capital, Finance, Strategic Financial..., Accounting, Financial Services, Equities, Investments, Executive Management, Analysis, Financial Reporting, Investment Strategies, Competitive Analysis, Capital Markets, Strategy, Due Diligence, Banking, Investment Banking, Managerial Finance, Risk Management, Alternative Investments, Portfolio Management, Asset Management, Start-ups, Financial Planning
Education
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (B.S.), Finance
Steven Lu's Sandler O'Neill Experience 2007 - 2009
Job MBA Candidate at UCLA Anderson School of Management
Industry Investment Banking
Experience
KPMG Corporate Finance LLC 2013 - August 2014
KPMG Corporate Finance LLC 2012 - 2013
Wedbush Securities 2009 - 2010
Sandler O'Neill 2007 - 2009
Barclays Global Investors 2006 - 2006
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, LBO, Mergers, Capital IQ, Capital Markets, Private Placements, Corporate Finance, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Davis 2003 — 2007
B.S.
Monta Vista High School 1999 — 2003
KPMG Corporate Finance LLC 2013 - August 2014
KPMG Corporate Finance LLC 2012 - 2013
Wedbush Securities 2009 - 2010
Sandler O'Neill 2007 - 2009
Barclays Global Investors 2006 - 2006
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, LBO, Mergers, Capital IQ, Capital Markets, Private Placements, Corporate Finance, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Davis 2003 — 2007
B.S.
Monta Vista High School 1999 — 2003
Claire Gould Claire Gould's Sandler O'Neill Experience 2006 - 2007
Job Office Operations Manager at All Campus
Industry Higher Education
Experience
Public Interest Law Initiative (PILI) June 2014 - January 2015
DePaul University August 2010 - June 2014
DePaul University August 2007 - August 2010
Sandler O'Neill 2006 - 2007
Skills
Event Planning, Public Speaking, Nonprofits, Research, Office Management, Project Coordination, Operations Management, Marketing, Theatre, Fundraising, Program Development, Program Evaluation, Grant Writing, Event Management, Community Outreach, Volunteer Management, Microsoft Office
Education
DePaul University 2009 — 2011
MNM, Non-Profit Management
Miami University 1995 — 1999
BFA, Theatre Performance
Divine Savior Holy Angels 1991 — 1995
Public Interest Law Initiative (PILI) June 2014 - January 2015
DePaul University August 2010 - June 2014
DePaul University August 2007 - August 2010
Sandler O'Neill 2006 - 2007
Skills
Event Planning, Public Speaking, Nonprofits, Research, Office Management, Project Coordination, Operations Management, Marketing, Theatre, Fundraising, Program Development, Program Evaluation, Grant Writing, Event Management, Community Outreach, Volunteer Management, Microsoft Office
Education
DePaul University 2009 — 2011
MNM, Non-Profit Management
Miami University 1995 — 1999
BFA, Theatre Performance
Divine Savior Holy Angels 1991 — 1995
Jennie Funk Jennie Funk's Sandler O'Neill Experience June 2007 - August 2007
Job Redwoods Resident at DaVita
Industry Hospital & Health Care
Experience
DaVita Kidney Care 2015 - Present
The Bridgespan Group 2011 - 2013
Bain & Company 2008 - 2011
Sandler O'Neill June 2007 - August 2007
U.S. Senate Committee on Finance July 2006 - August 2006
Skills
Management, Management Consulting, Strategy, Healthcare, Business Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Health Care Management
Georgetown University 2004 — 2008
BSBA, Accounting
DaVita Kidney Care 2015 - Present
The Bridgespan Group 2011 - 2013
Bain & Company 2008 - 2011
Sandler O'Neill June 2007 - August 2007
U.S. Senate Committee on Finance July 2006 - August 2006
Skills
Management, Management Consulting, Strategy, Healthcare, Business Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Health Care Management
Georgetown University 2004 — 2008
BSBA, Accounting
JoyAnn Book JoyAnn Book's Sandler O'Neill Experience 2006 - 2007
Job Founder & CEO, PatientConnecter
Industry Computer Software
Experience
PatientConnecter September 2010 - Present
By The Book Consulting 2008 - 2010
Merriman Curhan Ford & Co. 2007 - 2008
Sandler O'Neill 2006 - 2007
Sandler O'Neill 2005 - 2006
World Savings 2003 - 2005
U.S. Commercial Service 2002 - 2003
Skills
Financial Modeling, Digital Strategy, Business Strategy, Entrepreneurship, Analytics, Finance, Advertising, Investments, New Business Development, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Strategy, Social Networking, Strategic Partnerships, Process Improvement, Web Analytics, Digital Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Stanford Business School
Pacific University 1999 — 2003
Double B.A.
PatientConnecter September 2010 - Present
By The Book Consulting 2008 - 2010
Merriman Curhan Ford & Co. 2007 - 2008
Sandler O'Neill 2006 - 2007
Sandler O'Neill 2005 - 2006
World Savings 2003 - 2005
U.S. Commercial Service 2002 - 2003
Skills
Financial Modeling, Digital Strategy, Business Strategy, Entrepreneurship, Analytics, Finance, Advertising, Investments, New Business Development, Competitive Analysis, Start-ups, Marketing Strategy, Strategic Planning, Strategy, Social Networking, Strategic Partnerships, Process Improvement, Web Analytics, Digital Marketing
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Stanford Business School
Pacific University 1999 — 2003
Double B.A.
Kelly Joyce's Sandler O'Neill Experience June 2008 - July 2008
Job point pickup
Industry Logistics and Supply Chain
Experience
Point PickUp Technologies, Inc. February 2015 - Present
Draper James November 2014 - January 2015
Lynn Morgan Interior Design January 2014 - July 2014
One Kings Lane April 2013 - December 2013
Joele Frank, Wilkinson Brimmer Katcher June 2011 - March 2013
Beetlebung Farm June 2010 - August 2010
Vineyard Golf Club May 2010 - August 2010
Sandler O'Neill June 2008 - July 2008
Joele Frank Wilkinson Brimmer Catcher January 2007 - March 2007
Skills
Social Media, Public Relations, Press Releases, Cision, Media Relations, Blogging, Corporate Communications, Strategic Communications, Crisis Communications, Investor Relations, Social Media Marketing, Editing, PowerPoint, Microsoft Excel, Marketing Communications, Research, Microsoft Office, Internal Communications, Microsoft Word
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), History and Literature
Convent of the Sacred Heart 2002 — 2006
High School
Point PickUp Technologies, Inc. February 2015 - Present
Draper James November 2014 - January 2015
Lynn Morgan Interior Design January 2014 - July 2014
One Kings Lane April 2013 - December 2013
Joele Frank, Wilkinson Brimmer Katcher June 2011 - March 2013
Beetlebung Farm June 2010 - August 2010
Vineyard Golf Club May 2010 - August 2010
Sandler O'Neill June 2008 - July 2008
Joele Frank Wilkinson Brimmer Catcher January 2007 - March 2007
Skills
Social Media, Public Relations, Press Releases, Cision, Media Relations, Blogging, Corporate Communications, Strategic Communications, Crisis Communications, Investor Relations, Social Media Marketing, Editing, PowerPoint, Microsoft Excel, Marketing Communications, Research, Microsoft Office, Internal Communications, Microsoft Word
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), History and Literature
Convent of the Sacred Heart 2002 — 2006
High School
Derek Mazur's Sandler O'Neill Experience March 2011 - August 2011
Job Senior Analyst at Santé Ventures
Industry Venture Capital & Private Equity
Experience
Santé Ventures June 2014 - Present
Houlihan Lokey November 2013 - June 2014
SunTrust Bank June 2012 - November 2013
Sandler O'Neill March 2011 - August 2011
Skills
Series 79, Series 63, FINRA, Investment Banking, Equity Research, Bloomberg, Valuation, Finance, Venture Capital, PowerPoint, Investments, Analysis, Microsoft Office, Microsoft Excel
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Lake Forest Academy 2004 — 2008
Santé Ventures June 2014 - Present
Houlihan Lokey November 2013 - June 2014
SunTrust Bank June 2012 - November 2013
Sandler O'Neill March 2011 - August 2011
Skills
Series 79, Series 63, FINRA, Investment Banking, Equity Research, Bloomberg, Valuation, Finance, Venture Capital, PowerPoint, Investments, Analysis, Microsoft Office, Microsoft Excel
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Lake Forest Academy 2004 — 2008
Ryan Holgan, CFA's Sandler O'Neill Experience June 2008 - August 2008
Job Associate Asset Management at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2012 - Present
JP Morgan Chase May 2010 - June 2012
Morgan Stanley July 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2005 — 2009
B.B.A., Finance
Monash University 2008 — 2008
B.B.A., General Studies
JPMorgan Chase February 2014 - Present
JPMorgan Chase June 2012 - Present
JP Morgan Chase May 2010 - June 2012
Morgan Stanley July 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Loyola College in Maryland 2005 — 2009
B.B.A., Finance
Monash University 2008 — 2008
B.B.A., General Studies
Chris McKeon's Sandler O'Neill Experience November 2007 - June 2010
Job Senior Account Executive at Regence
Industry Insurance
Experience
Regence February 2014 - Present
Aon Hewitt September 2012 - February 2014
Aetna October 2011 - October 2012
Aetna November 2010 - October 2011
Aetna June 2010 - November 2010
Sandler O'Neill November 2007 - June 2010
Skills
Insurance, Employee Benefits, Data Analysis, Strategic Planning, Analytics, Social Media, Salesforce.com, CRM, Public Speaking, Financial Services, Competitive Analysis, Project Management, Microsoft Excel, Event Planning, Sales
Education
University of Washington 2004 — 2007
Master of Fine Arts (MFA), Acting
Kenyon College 1999 — 2003
B.A., Political Science
The Masters School
Regence February 2014 - Present
Aon Hewitt September 2012 - February 2014
Aetna October 2011 - October 2012
Aetna November 2010 - October 2011
Aetna June 2010 - November 2010
Sandler O'Neill November 2007 - June 2010
Skills
Insurance, Employee Benefits, Data Analysis, Strategic Planning, Analytics, Social Media, Salesforce.com, CRM, Public Speaking, Financial Services, Competitive Analysis, Project Management, Microsoft Excel, Event Planning, Sales
Education
University of Washington 2004 — 2007
Master of Fine Arts (MFA), Acting
Kenyon College 1999 — 2003
B.A., Political Science
The Masters School
Chris Donat, CFA Chris Donat, CFA's Sandler O'Neill Experience August 2005 - Present
Job Managing Director at Sandler O'Neill
Industry Capital Markets
Experience
Sandler O'Neill August 2005 - Present
Jefferies & Company June 2003 - August 2005
Brilleon Capital August 2001 - May 2003
Robertson Stephens January 1999 - August 2001
White & Case March 1996 - June 1998
Atlantic Council of the United States September 1991 - August 1993
Skills
Capital Markets, Equity Research, Trading, Banking, Start-ups, Mutual Funds, Hedge Funds, Equities, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
M.A., International Economics and European Studies
Pomona College 1987 — 1991
B.A., International Relations
Summit Senior High School 1984 — 1987
Sandler O'Neill August 2005 - Present
Jefferies & Company June 2003 - August 2005
Brilleon Capital August 2001 - May 2003
Robertson Stephens January 1999 - August 2001
White & Case March 1996 - June 1998
Atlantic Council of the United States September 1991 - August 1993
Skills
Capital Markets, Equity Research, Trading, Banking, Start-ups, Mutual Funds, Hedge Funds, Equities, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
M.A., International Economics and European Studies
Pomona College 1987 — 1991
B.A., International Relations
Summit Senior High School 1984 — 1987
Stephen Mathai-Davis Stephen Mathai-Davis's Sandler O'Neill Experience August 2003 - August 2005
Job Director Portfolio Investments at Centauri Investment Management
Industry Investment Management
Experience
Centauri Investment Management September 2012 - Present
PineBridge Investments March 2008 - June 2012
Sunridge Capital Advisors November 2005 - February 2007
Sandler O'Neill August 2003 - August 2005
Skills
Factset, Thomson One, Equities, Valuation, Asset Managment, Financial Analysis, Financial Modeling, Investment Management, Bloomberg, Writing, White Papers, Investments, Fixed Income, Emerging Markets, Mergers & Acquisitions, Equity Trading, Securities, Mutual Funds, Trading, Equity Research, Options, Hedge Funds, Alternative Investments, Trading Systems, Economics, Investment Banking, Capital Markets, Fund Of Funds, Portfolio Management, Strategy, Investment Strategies, Asset Management, Private Equity, Financial Markets, Bloomberg Terminal, Thompson One, Asset Allocation, Structured Finance, Derivatives
Education
The Johns Hopkins University 1999 — 2003
Bachelor of Arts (B.A.), International Studies
Centauri Investment Management September 2012 - Present
PineBridge Investments March 2008 - June 2012
Sunridge Capital Advisors November 2005 - February 2007
Sandler O'Neill August 2003 - August 2005
Skills
Factset, Thomson One, Equities, Valuation, Asset Managment, Financial Analysis, Financial Modeling, Investment Management, Bloomberg, Writing, White Papers, Investments, Fixed Income, Emerging Markets, Mergers & Acquisitions, Equity Trading, Securities, Mutual Funds, Trading, Equity Research, Options, Hedge Funds, Alternative Investments, Trading Systems, Economics, Investment Banking, Capital Markets, Fund Of Funds, Portfolio Management, Strategy, Investment Strategies, Asset Management, Private Equity, Financial Markets, Bloomberg Terminal, Thompson One, Asset Allocation, Structured Finance, Derivatives
Education
The Johns Hopkins University 1999 — 2003
Bachelor of Arts (B.A.), International Studies
JK Delegas's Sandler O'Neill Experience July 2010 - March 2012
Job Private Equity Associate at Century Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Capital Partners May 2012 - Present
Sandler O'Neill July 2010 - March 2012
Sandler O'Neill June 2009 - August 2009
Navigant Consulting June 2008 - July 2008
Skills
Private Equity, Deal Sourcing, Valuation Modeling, Financial Modeling, LBO, Investment Banking, Mergers, Corporate Finance, DCF Valuation, Mergers & Acquisitions, Finance, Financial Services, Valuation, Venture Capital
Education
Babson College 2006 — 2010
BS, Finance, Cumulative GPA 3.87; Finance concentration GPA 3.93
The London School of Economics and Political Science (LSE) 2008 — 2008
Financial Instruments
Century Capital Partners May 2012 - Present
Sandler O'Neill July 2010 - March 2012
Sandler O'Neill June 2009 - August 2009
Navigant Consulting June 2008 - July 2008
Skills
Private Equity, Deal Sourcing, Valuation Modeling, Financial Modeling, LBO, Investment Banking, Mergers, Corporate Finance, DCF Valuation, Mergers & Acquisitions, Finance, Financial Services, Valuation, Venture Capital
Education
Babson College 2006 — 2010
BS, Finance, Cumulative GPA 3.87; Finance concentration GPA 3.93
The London School of Economics and Political Science (LSE) 2008 — 2008
Financial Instruments
Nick Pirsos Nick Pirsos's Sandler O'Neill Experience 1999 - 2006
Job at TIAACREF
Industry Research
Experience
TIAA-CREF October 2010 - Present
Macquarie Securities 2008 - November 2009
Ethos Securities 2006 - 2008
Sandler O'Neill 1999 - 2006
Ryan, Beck & Co. 1996 - 1999
Everest Reinsurance 1993 - 1996
Firemark Group 1990 - 1993
Skills
Equity Research, Industry Analysis, Conference Presentations, Valuation, Due Diligence, Capital Markets, Real Estate, Insurance, Asset Management, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Equities, Real Estate Investment, Investor Relations, Bloomberg, Business Planning, Excel, Strategic Planning, Research, Business Strategy, Budgeting
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance: Portfolio Mgt.
New York University - Leonard N. Stern School of Business 1983 — 1987
BA, Finance / Int'l Economics
TIAA-CREF October 2010 - Present
Macquarie Securities 2008 - November 2009
Ethos Securities 2006 - 2008
Sandler O'Neill 1999 - 2006
Ryan, Beck & Co. 1996 - 1999
Everest Reinsurance 1993 - 1996
Firemark Group 1990 - 1993
Skills
Equity Research, Industry Analysis, Conference Presentations, Valuation, Due Diligence, Capital Markets, Real Estate, Insurance, Asset Management, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Equities, Real Estate Investment, Investor Relations, Bloomberg, Business Planning, Excel, Strategic Planning, Research, Business Strategy, Budgeting
Education
Pace University - Lubin School of Business 1988 — 1989
MBA, Finance: Portfolio Mgt.
New York University - Leonard N. Stern School of Business 1983 — 1987
BA, Finance / Int'l Economics
Rebecca Ebert's Sandler O'Neill Experience May 2008 - July 2014
Job Associate General Counsel, Global Regulatory Affairs
Industry Law Practice
Experience
Standard & Poor's Ratings Services August 2014 - Present
Sandler O'Neill May 2008 - July 2014
Sidley Austin LLP April 2005 - April 2008
US Securities and Exchange Commission September 2001 - March 2005
Skills
Securities Regulation, Litigation, Securities, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Class Actions, Securities Litigation, Internal Investigations, Civil Litigation, Arbitration, Dispute Resolution, FINRA, Document Review, General Securities..., Regulatory Requirements, US Equities, Fixed Income, Investment Banking, Research, Contract Negotiation, Project Management, Project Planning, Budgets, Organization, Team Management, Capital Markets, Series 7, Series 24, Equity Capital Markets, Fraud, AML, Litigation Support, Broker-Dealer, White Collar Criminal..., Investment Advisers Act, Corporate Governance
Education
Institute of Culinary Education 2010 — 2010
Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef
Suffolk University Law School 1999 — 2001
JD
University of Wisconsin-Madison 1992 — 1996
BA, Political Science
Standard & Poor's Ratings Services August 2014 - Present
Sandler O'Neill May 2008 - July 2014
Sidley Austin LLP April 2005 - April 2008
US Securities and Exchange Commission September 2001 - March 2005
Skills
Securities Regulation, Litigation, Securities, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Class Actions, Securities Litigation, Internal Investigations, Civil Litigation, Arbitration, Dispute Resolution, FINRA, Document Review, General Securities..., Regulatory Requirements, US Equities, Fixed Income, Investment Banking, Research, Contract Negotiation, Project Management, Project Planning, Budgets, Organization, Team Management, Capital Markets, Series 7, Series 24, Equity Capital Markets, Fraud, AML, Litigation Support, Broker-Dealer, White Collar Criminal..., Investment Advisers Act, Corporate Governance
Education
Institute of Culinary Education 2010 — 2010
Pastry Arts, Baking and Pastry Arts/Baker/Pastry Chef
Suffolk University Law School 1999 — 2001
JD
University of Wisconsin-Madison 1992 — 1996
BA, Political Science
Sam Schuster's Sandler O'Neill Experience February 2002 - June 2005
Job Managing Principal at Negotium Advisors LLC
Industry Capital Markets
Experience
Negotium Advisors LLC October 2014 - Present
Brevet Capital Management October 2007 - December 2013
The Winter Group July 2005 - March 2007
Sandler O'Neill February 2002 - June 2005
Prudential Securities 1999 - 2002
Deutsche Bank Securities 1996 - 1998
Nomura Securities 1994 - 1996
Skills
Hedge Funds, Private Equity, Valuation, Fixed Income, Loans, Banking, Mortgage Lending, Structured Finance, Financial Structuring, Portfolio Management, Real Estate, Management, Capital Markets, Finance, ABS, Investments, Securitization, Asset Management, Alternative Investments, Due Diligence, Structured Products, Financial Modeling, Securities, Corporate Finance, Leveraged Finance, Investment Banking, Credit, Bonds
Education
New York University - Leonard N. Stern School of Business 1993 — 1998
MBA, Finance & Information Technology
Binghamton University - School of Management
BS, Finance
Negotium Advisors LLC October 2014 - Present
Brevet Capital Management October 2007 - December 2013
The Winter Group July 2005 - March 2007
Sandler O'Neill February 2002 - June 2005
Prudential Securities 1999 - 2002
Deutsche Bank Securities 1996 - 1998
Nomura Securities 1994 - 1996
Skills
Hedge Funds, Private Equity, Valuation, Fixed Income, Loans, Banking, Mortgage Lending, Structured Finance, Financial Structuring, Portfolio Management, Real Estate, Management, Capital Markets, Finance, ABS, Investments, Securitization, Asset Management, Alternative Investments, Due Diligence, Structured Products, Financial Modeling, Securities, Corporate Finance, Leveraged Finance, Investment Banking, Credit, Bonds
Education
New York University - Leonard N. Stern School of Business 1993 — 1998
MBA, Finance & Information Technology
Binghamton University - School of Management
BS, Finance
Chris Valli's Sandler O'Neill Experience 1996 - 1997
Job Head of Asia Sales North America at Bernstein Research
Industry Capital Markets
Experience
Bernstein Research August 2014 - Present
CIMB 2012 - August 2014
Nomura 2008 - 2011
Lehman Brothers 1999 - 2008
Sandler O'Neill 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Equities, Emerging Markets, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Cornell University 1989 — 1993
Bernstein Research August 2014 - Present
CIMB 2012 - August 2014
Nomura 2008 - 2011
Lehman Brothers 1999 - 2008
Sandler O'Neill 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Equities, Emerging Markets, Series 7, Capital Markets
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Cornell University 1989 — 1993
Matthew Forgotson's Sandler O'Neill Experience December 2009 - December 2011
Job Associate Director Equity Research at Sandler O'Neill & Partners, L.P.
Industry Banking
Experience
Sandler O'Neill & Partners, L.P. January 2012 - Present
Sandler O'Neill December 2009 - December 2011
Edelman January 2008 - December 2008
Center for American Progress 2007 - 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Sandler O'Neill & Partners, L.P. January 2012 - Present
Sandler O'Neill December 2009 - December 2011
Edelman January 2008 - December 2008
Center for American Progress 2007 - 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Michael Lacovara's Sandler O'Neill Experience 2004 - 2007
Job Partner at Freshfields Bruckhaus Deringer LLP and Global CoHead of General Industries Sector Group
Industry Law Practice
Experience
Freshfields Bruckhaus Deringer LLP September 2012 - Present
Analysis Group, Inc. 2004 - September 2012
Cortview Capital Holdings Inc. 2010 - 2012
Rodman & Renshaw Capital Group 2007 - 2009
Sandler O'Neill 2004 - 2007
Sullivan & Cromwell LLP 1997 - 2004
Skills
Private Equity, Capital Markets, Securities, Investment Banking, Fixed Income, Hedge Funds, Due Diligence, Venture Capital, Corporate Finance, Equities, IPO, Valuation, Divestitures, Alternative Investments, Derivatives, Options, Joint Ventures, Banking, Financial Analysis, Licensing, Business Valuation, Funding, Investments, Portfolio Management, Commodity, M&A experience, Equity Research, Trading, Project Finance, Leveraged Finance, Structured Finance, Risk Management, Strategy, Emerging Markets, Corporate Development, Bonds, Finance, Financial Markets, Bloomberg, Asset Managment, Investment Management, Restructuring, Financial Services, Corporate Governance, Financial Structuring, Series 7, Corporate Law, Start-ups, Investor Relations, Financial Modeling
Education
Harvard Law School 1985 — 1988
JD, Law
University of Cambridge 1984 — 1985
MPhil, International Relations
University of Pennsylvania 1981 — 1984
BA, History
Freshfields Bruckhaus Deringer LLP September 2012 - Present
Analysis Group, Inc. 2004 - September 2012
Cortview Capital Holdings Inc. 2010 - 2012
Rodman & Renshaw Capital Group 2007 - 2009
Sandler O'Neill 2004 - 2007
Sullivan & Cromwell LLP 1997 - 2004
Skills
Private Equity, Capital Markets, Securities, Investment Banking, Fixed Income, Hedge Funds, Due Diligence, Venture Capital, Corporate Finance, Equities, IPO, Valuation, Divestitures, Alternative Investments, Derivatives, Options, Joint Ventures, Banking, Financial Analysis, Licensing, Business Valuation, Funding, Investments, Portfolio Management, Commodity, M&A experience, Equity Research, Trading, Project Finance, Leveraged Finance, Structured Finance, Risk Management, Strategy, Emerging Markets, Corporate Development, Bonds, Finance, Financial Markets, Bloomberg, Asset Managment, Investment Management, Restructuring, Financial Services, Corporate Governance, Financial Structuring, Series 7, Corporate Law, Start-ups, Investor Relations, Financial Modeling
Education
Harvard Law School 1985 — 1988
JD, Law
University of Cambridge 1984 — 1985
MPhil, International Relations
University of Pennsylvania 1981 — 1984
BA, History
Fizza Khan's Sandler O'Neill Experience 2003 - 2008
Job Attorney
Industry Investment Management
Experience
CounselWorks LLC January 2009 - Present
DKR Oasis March 2008 - December 2008
Sandler O'Neill 2003 - 2008
Kramer Levin Naftalis & Frankel LLP 2001 - 2002
Education
University of Maryland Francis King Carey School of Law 1997 — 2000
Drexel University - College of Business and Administration 1991 — 1996
Bachelor of Science (B.S.), Finance and Economics
CounselWorks LLC January 2009 - Present
DKR Oasis March 2008 - December 2008
Sandler O'Neill 2003 - 2008
Kramer Levin Naftalis & Frankel LLP 2001 - 2002
Education
University of Maryland Francis King Carey School of Law 1997 — 2000
Drexel University - College of Business and Administration 1991 — 1996
Bachelor of Science (B.S.), Finance and Economics
Bridget Fennessy-Volk's Sandler O'Neill Experience October 2001 - February 2003
Job Producer at Altered Image
Industry Public Relations and Communications
Experience
Altered Image December 2009 - Present
Freelance Corporate Communications/Events April 2009 - December 2009
altered image October 2007 - March 2009
c2 creative January 2005 - September 2007
Freelance, Corporate Communications November 2003 - December 2004
Jack Morton Worldwide February 2003 - October 2003
Sandler O'Neill October 2001 - February 2003
PGI April 1999 - September 2001
Louis Vuitton November 1998 - April 1999
MovieFone August 1997 - October 1998
Skills
MS Office Suite, Video Production, Events, Project Management, Project Planning, Proposal Support, Budget, Production Managment, Live Event Producer, Corporate Communications, Corporate Events, Trade Shows, Budget Reconciliation, Production Schedules, Travel Management, Marketing, Budgets, Creative Direction, Strategy, Video, Event Management, Entertainment, Integrated Marketing, Live Events, Marketing Communications, Event Planning, Management, Content Strategy, Microsoft Office, Brand Development, Broadcast, Production Management, Multimedia
Education
College of Mount Saint Vincent 1993 — 1997
BA
MTHS 1990 — 1993
Altered Image December 2009 - Present
Freelance Corporate Communications/Events April 2009 - December 2009
altered image October 2007 - March 2009
c2 creative January 2005 - September 2007
Freelance, Corporate Communications November 2003 - December 2004
Jack Morton Worldwide February 2003 - October 2003
Sandler O'Neill October 2001 - February 2003
PGI April 1999 - September 2001
Louis Vuitton November 1998 - April 1999
MovieFone August 1997 - October 1998
Skills
MS Office Suite, Video Production, Events, Project Management, Project Planning, Proposal Support, Budget, Production Managment, Live Event Producer, Corporate Communications, Corporate Events, Trade Shows, Budget Reconciliation, Production Schedules, Travel Management, Marketing, Budgets, Creative Direction, Strategy, Video, Event Management, Entertainment, Integrated Marketing, Live Events, Marketing Communications, Event Planning, Management, Content Strategy, Microsoft Office, Brand Development, Broadcast, Production Management, Multimedia
Education
College of Mount Saint Vincent 1993 — 1997
BA
MTHS 1990 — 1993
Robert Greene's Sandler O'Neill Experience January 2003 - April 2007
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore May 2014 - Present
Sterne Agee March 2011 - April 2014
Collins Stewart LLC July 2009 - March 2011
Citi May 2008 - August 2008
Sandler O'Neill January 2003 - April 2007
State Street 2002 - 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Writing, Technical Writing, Public Speaking, Bloomberg, Equity Research, Equity Valuation, Financial Accounting, Investment Banking, Capital Markets, Equities, Investments, Corporate Finance, Mutual Funds, Securities, Financial Institutions, Bloomberg Terminal, Hedge Funds, Private Equity, Financial Markets, Portfolio Management, Derivatives, Due Diligence, Alternative Investments, Financial Advisory
Education
Duke University 2007 — 2009
MBA, Corporate Finance & Financial Statement Analysis
Tufts University 1998 — 2002
BA, Economics
Colorado Academy
Evercore May 2014 - Present
Sterne Agee March 2011 - April 2014
Collins Stewart LLC July 2009 - March 2011
Citi May 2008 - August 2008
Sandler O'Neill January 2003 - April 2007
State Street 2002 - 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Writing, Technical Writing, Public Speaking, Bloomberg, Equity Research, Equity Valuation, Financial Accounting, Investment Banking, Capital Markets, Equities, Investments, Corporate Finance, Mutual Funds, Securities, Financial Institutions, Bloomberg Terminal, Hedge Funds, Private Equity, Financial Markets, Portfolio Management, Derivatives, Due Diligence, Alternative Investments, Financial Advisory
Education
Duke University 2007 — 2009
MBA, Corporate Finance & Financial Statement Analysis
Tufts University 1998 — 2002
BA, Economics
Colorado Academy
Eric Ferdinand's Sandler O'Neill Experience July 2011 - Present
Job Associate Director at Sandler O'Neill
Industry Banking
Experience
Sandler O'Neill July 2011 - Present
Goldman Sachs June 2009 - January 2012
Goldman Sachs June 2008 - August 2008
KPMG August 2003 - August 2007
Ernst & Young May 2003 - August 2004
Arthur Andersen June 2001 - August 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Investment Banking, Mergers, Hedge Funds, Capital Markets, Business Valuation, Equities, Investments, Fixed Income, Equity Research, Financial Institutions, IPO, Bloomberg, Equity Valuation, Corporate Development, Financial Structuring
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Northern Illinois University 1999 — 2003
MAS, BS, Accounting
Sandler O'Neill July 2011 - Present
Goldman Sachs June 2009 - January 2012
Goldman Sachs June 2008 - August 2008
KPMG August 2003 - August 2007
Ernst & Young May 2003 - August 2004
Arthur Andersen June 2001 - August 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Investment Banking, Mergers, Hedge Funds, Capital Markets, Business Valuation, Equities, Investments, Fixed Income, Equity Research, Financial Institutions, IPO, Bloomberg, Equity Valuation, Corporate Development, Financial Structuring
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Northern Illinois University 1999 — 2003
MAS, BS, Accounting
Larry Belinsky's Sandler O'Neill Experience October 2001 - July 2005
Job Managing Director at Frasca & Associates, LLC
Industry Financial Services
Experience
High Point Advisors, LLC November 2011 - Present
Frasca & Associates, LLC November 2011 - Present
HELPUSA July 2005 - September 2011
Sandler O'Neill October 2001 - July 2005
Skills
Financial Modeling, Affordable Housing, Housing Finance, PPP Advisory, Management, Real Estate Economics, Real Estate Development, Community Development, Due Diligence, Asset Management, Real Estate Financing, Finance, Public Policy, Real Estate Transactions, Nonprofits, Real Estate, Brokerage, Financial Analysis, Entrepreneurship, Budgets, Strategic Planning, Disposition, Fundraising
Education
Columbia University - Columbia Business School 1989 — 1991
Master of Business Administration, Finance
University at Albany, SUNY 1978 — 1980
BS, Political Science
High Point Advisors, LLC November 2011 - Present
Frasca & Associates, LLC November 2011 - Present
HELPUSA July 2005 - September 2011
Sandler O'Neill October 2001 - July 2005
Skills
Financial Modeling, Affordable Housing, Housing Finance, PPP Advisory, Management, Real Estate Economics, Real Estate Development, Community Development, Due Diligence, Asset Management, Real Estate Financing, Finance, Public Policy, Real Estate Transactions, Nonprofits, Real Estate, Brokerage, Financial Analysis, Entrepreneurship, Budgets, Strategic Planning, Disposition, Fundraising
Education
Columbia University - Columbia Business School 1989 — 1991
Master of Business Administration, Finance
University at Albany, SUNY 1978 — 1980
BS, Political Science
Megan Reynolds (Wadsworth), CFA's Sandler O'Neill Experience June 2002 - September 2008
Job investment strategy
Industry Financial Services
Experience
Sandler O'Neill June 2002 - September 2008
Deutsche Asset Management November 1998 - January 2002
Education
University of Delaware 1993 — 1997
BA, History & Political Science
Sandler O'Neill June 2002 - September 2008
Deutsche Asset Management November 1998 - January 2002
Education
University of Delaware 1993 — 1997
BA, History & Political Science
Jason Raefski's Sandler O'Neill Experience April 1992 - May 1997
Job Senior Managing Director at Opus Bank
Industry Banking
Experience
Opus Bank May 2013 - Present
California Council on Economic Education 2009 - Present
Sunwest Bank Charitable Foundation, Inc December 2009 - May 2013
Sunwest Bank 2007 - May 2013
American Red Cross Orange County Chapter 2009 - 2011
Vineyard Bank October 2006 - June 2007
Commercial Capital Bank June 1997 - October 2006
Sandler O'Neill April 1992 - May 1997
Skills
M&A, Budgets, Team Building, Corporate Finance, Balance Sheet Management, Risk Management, Profitability..., Strategic Planning, ALM, Financial Analysis, Captial Markets, Shareholder Value, Investment Strategies, Cost Reduction..., SOP 03-3, Operations, Corporate Governance, Sales, Shareholder Relations, Legal Matters, Contract Negotiation, Regulatory Affairs
Education
Bentley University 1987 — 1991
Finance and Economics
Opus Bank May 2013 - Present
California Council on Economic Education 2009 - Present
Sunwest Bank Charitable Foundation, Inc December 2009 - May 2013
Sunwest Bank 2007 - May 2013
American Red Cross Orange County Chapter 2009 - 2011
Vineyard Bank October 2006 - June 2007
Commercial Capital Bank June 1997 - October 2006
Sandler O'Neill April 1992 - May 1997
Skills
M&A, Budgets, Team Building, Corporate Finance, Balance Sheet Management, Risk Management, Profitability..., Strategic Planning, ALM, Financial Analysis, Captial Markets, Shareholder Value, Investment Strategies, Cost Reduction..., SOP 03-3, Operations, Corporate Governance, Sales, Shareholder Relations, Legal Matters, Contract Negotiation, Regulatory Affairs
Education
Bentley University 1987 — 1991
Finance and Economics
John K. Davis Jr.'s Sandler O'Neill Experience October 2010 - November 2011
Job Equity Analyst
Industry Financial Services
Experience
Sandler O'Neill October 2010 - November 2011
J.P. Morgan May 2009 - October 2010
J.P. Morgan July 2008 - May 2009
Trusco Capital Management June 2006 - August 2006
Education
Florida State University - College of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 2004 — 2007
Bachelor of Arts, Economics
Sandler O'Neill October 2010 - November 2011
J.P. Morgan May 2009 - October 2010
J.P. Morgan July 2008 - May 2009
Trusco Capital Management June 2006 - August 2006
Education
Florida State University - College of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 2004 — 2007
Bachelor of Arts, Economics
Robert Kurisu's Sandler O'Neill Experience July 2008 - March 2010
Job Vice President, WKF, Inc. / Managing Partner, HICAP, LLC
Industry Commercial Real Estate
Experience
HICAP, LLC April 2014 - Present
WKF, Inc. March 2014 - Present
Bank of Hawaii July 2011 - March 2014
Nomura Securities April 2010 - June 2011
Sandler O'Neill July 2008 - March 2010
Skills
Loans, Commercial Mortgages, Affordable Housing
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Accounting, Finance
Punahou School 1992 — 2004
HICAP, LLC April 2014 - Present
WKF, Inc. March 2014 - Present
Bank of Hawaii July 2011 - March 2014
Nomura Securities April 2010 - June 2011
Sandler O'Neill July 2008 - March 2010
Skills
Loans, Commercial Mortgages, Affordable Housing
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Accounting, Finance
Punahou School 1992 — 2004
Jack Bell's Sandler O'Neill Experience 2010 - 2011
Job Managing Director at Fifth Third Securities
Industry Capital Markets
Experience
Fifth Third Securities January 2014 - Present
Wells Fargo Securities March 2012 - December 2013
Mizuho Securities USA Inc. 2011 - 2011
Sandler O'Neill 2010 - 2011
FHLB Atlanta 2005 - 2010
BBT 2003 - 2005
Skills
Series 7, Series 63, Series 24, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA, Business Finance
Fifth Third Securities January 2014 - Present
Wells Fargo Securities March 2012 - December 2013
Mizuho Securities USA Inc. 2011 - 2011
Sandler O'Neill 2010 - 2011
FHLB Atlanta 2005 - 2010
BBT 2003 - 2005
Skills
Series 7, Series 63, Series 24, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA, Business Finance
Alexander Twerdahl's Sandler O'Neill Experience August 2006 - Present
Job Equity Research Analyst at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill August 2006 - Present
Skills
Capital Markets, Financial Modeling, Valuation, Hedge Funds, Equities, Fixed Income, Investment Banking, Bloomberg, Series 7, Private Equity, Corporate Finance, Due Diligence, Investments, Portfolio Management, Financial Analysis
Education
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Physics and Mathematics
New Canaan High School 1999 — 2002
Sandler O'Neill August 2006 - Present
Skills
Capital Markets, Financial Modeling, Valuation, Hedge Funds, Equities, Fixed Income, Investment Banking, Bloomberg, Series 7, Private Equity, Corporate Finance, Due Diligence, Investments, Portfolio Management, Financial Analysis
Education
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Physics and Mathematics
New Canaan High School 1999 — 2002
Elizabeth Jacobs's Sandler O'Neill Experience May 2009 - Present
Job Managing Director at Barclays
Industry Banking
Experience
Barclays Investment Bank June 2015 - Present
Sandler O'Neill May 2009 - Present
Goldman Sachs March 2005 - May 2009
Sandler O'Neill March 2003 - March 2005
Citigroup June 2001 - March 2003
Skills
Financial Institutions, Investment Banking, Mergers, Valuation, Private Equity, Series 7, IPO, Financial Modeling, Corporate Development, Corporate Finance, Series 24, Series 63, Capital Markets, Financial Analysis, Due Diligence
Education
Duke University 1997 — 2001
BA, Political Science, Economics
Harriton 1993 — 1997
High School
Barclays Investment Bank June 2015 - Present
Sandler O'Neill May 2009 - Present
Goldman Sachs March 2005 - May 2009
Sandler O'Neill March 2003 - March 2005
Citigroup June 2001 - March 2003
Skills
Financial Institutions, Investment Banking, Mergers, Valuation, Private Equity, Series 7, IPO, Financial Modeling, Corporate Development, Corporate Finance, Series 24, Series 63, Capital Markets, Financial Analysis, Due Diligence
Education
Duke University 1997 — 2001
BA, Political Science, Economics
Harriton 1993 — 1997
High School
Robert Fornes's Sandler O'Neill Experience April 2002 - Present
Job Managing Director at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill April 2002 - Present
Skills
Capital Markets, Equities, Hedge Funds, Series 7, Asset Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
Sandler O'Neill April 2002 - Present
Skills
Capital Markets, Equities, Hedge Funds, Series 7, Asset Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
Andrew Schoenfeld's Sandler O'Neill Experience November 2008 - Present
Job Sandler O'neill+Partners Principal
Industry Financial Services
Experience
Sandler O'Neill November 2008 - Present
Education
The Johns Hopkins University 1980 — 1984
Sandler O'Neill November 2008 - Present
Education
The Johns Hopkins University 1980 — 1984
Lily Granville's Sandler O'Neill Experience March 2009 - September 2010
Job Senior Product Developer at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems October 2014 - Present
FactSet Research Systems September 2013 - September 2014
FactSet Research Systems February 2011 - September 2013
Sandler O'Neill March 2009 - September 2010
Balyasny Asset Management July 2008 - February 2009
The Gelber Group June 2007 - August 2007
Skills
Financial Modeling, Equities, Fixed Income, Trading, Equity Research, Valuation, Series 7, Bloomberg, Capital Markets
Education
Northwestern University 2004 — 2008
BA, Philosophy, History
The Millbrook School 2000 — 2004
High School
FactSet Research Systems October 2014 - Present
FactSet Research Systems September 2013 - September 2014
FactSet Research Systems February 2011 - September 2013
Sandler O'Neill March 2009 - September 2010
Balyasny Asset Management July 2008 - February 2009
The Gelber Group June 2007 - August 2007
Skills
Financial Modeling, Equities, Fixed Income, Trading, Equity Research, Valuation, Series 7, Bloomberg, Capital Markets
Education
Northwestern University 2004 — 2008
BA, Philosophy, History
The Millbrook School 2000 — 2004
High School
Matt Brunner's Sandler O'Neill Experience May 2011 - Present
Job Associate Director at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill May 2011 - Present
Meredith Whitney Advisory Group February 2009 - May 2011
Bank of America 2007 - 2009
Education
The University of Kansas 2004 — 2008
BS, Finance
Sandler O'Neill May 2011 - Present
Meredith Whitney Advisory Group February 2009 - May 2011
Bank of America 2007 - 2009
Education
The University of Kansas 2004 — 2008
BS, Finance
Brian Vanselow's Sandler O'Neill Experience April 2011 - June 2013
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. October 2014 - Present
CRT Capital Group June 2013 - October 2014
Sandler O'Neill April 2011 - June 2013
Guggenheim Capital Markets July 2008 - May 2010
Bear Stearns & Co. Inc June 2001 - July 2008
Martin Progressive September 1999 - May 2001
Morgan Stanley Wealth Management July 1998 - September 1999
Skills
Fixed Income, Series 7, Series 63, Structured Finance, MBS, ABS, Bonds, Insurance, Bloomberg Terminal, Investments, Capital Markets, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Finance, Securities
Education
Southern Illinois University, Carbondale 1995 — 1998
Bachelor Science, Business Administration-Management
Mizuho Securities USA Inc. October 2014 - Present
CRT Capital Group June 2013 - October 2014
Sandler O'Neill April 2011 - June 2013
Guggenheim Capital Markets July 2008 - May 2010
Bear Stearns & Co. Inc June 2001 - July 2008
Martin Progressive September 1999 - May 2001
Morgan Stanley Wealth Management July 1998 - September 1999
Skills
Fixed Income, Series 7, Series 63, Structured Finance, MBS, ABS, Bonds, Insurance, Bloomberg Terminal, Investments, Capital Markets, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Finance, Securities
Education
Southern Illinois University, Carbondale 1995 — 1998
Bachelor Science, Business Administration-Management
Andrew Dorgan's Sandler O'Neill Experience July 2011 - March 2013
Job General Manager at Sauers Ford Lincoln
Industry Investment Banking
Experience
Sauers Ford Lincoln February 2014 - Present
Sauers Buick GMC March 2013 - February 2014
Sandler O'Neill July 2011 - March 2013
Mooreland Partners January 2010 - August 2011
Updata Advisors July 2008 - March 2009
Susquehanna International Group March 2007 - October 2007
BlackRock March 2006 - January 2007
Education
Drexel University
Sauers Ford Lincoln February 2014 - Present
Sauers Buick GMC March 2013 - February 2014
Sandler O'Neill July 2011 - March 2013
Mooreland Partners January 2010 - August 2011
Updata Advisors July 2008 - March 2009
Susquehanna International Group March 2007 - October 2007
BlackRock March 2006 - January 2007
Education
Drexel University
Mark Biche's Sandler O'Neill Experience 2005 - Present
Job Managing Director at Sandler O'Neill & Partners, LP
Industry Investment Banking
Experience
Sandler O'Neill & Partners, LP April 2005 - Present
Sandler O'Neill 2005 - Present
RBC Capital Markets September 2001 - March 2005
McDonald & Company 1986 - 2001
Skills
Equity Research, Fixed Income, Investments, Asset Managment, Business Valuation, Derivatives, Securities, Financial Analysis, Structured Finance, MBS, Series 63, Trading, CMBS, Investor Relations, Business Strategy, Alternative Investments, Asset Management
Education
John Carroll University 1979 — 1983
BS/BA, Finance
Sandler O'Neill & Partners, LP April 2005 - Present
Sandler O'Neill 2005 - Present
RBC Capital Markets September 2001 - March 2005
McDonald & Company 1986 - 2001
Skills
Equity Research, Fixed Income, Investments, Asset Managment, Business Valuation, Derivatives, Securities, Financial Analysis, Structured Finance, MBS, Series 63, Trading, CMBS, Investor Relations, Business Strategy, Alternative Investments, Asset Management
Education
John Carroll University 1979 — 1983
BS/BA, Finance
Katherine Denby's Sandler O'Neill Experience 2007 - 2007
Job Associate at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP October 2013 - Present
Columbia Law School August 2010 - Present
Cleary Gottlieb Steen & Hamilton LLP May 2012 - August 2012
Brown Rudnick May 2011 - July 2011
Booz Allen Hamilton May 2009 - August 2010
Kaiser Associates August 2008 - January 2009
Gras Savoye January 2007 - March 2007
Sandler O'Neill 2007 - 2007
Skills
Business Strategy, Management Consulting, Analysis, French, Marketing Strategy, Marketing, Leadership, Competitive Analysis, Due Diligence, Public Speaking, Research, Social Media, Spanish, Capital Markets
Education
Columbia Law School 2010 — 2013
J.D., Law
Dartmouth College 2004 — 2008
BA, English Literature, Romance Languages (French & Italian)
Stone Ridge 2000 — 2004
Cleary Gottlieb Steen & Hamilton LLP October 2013 - Present
Columbia Law School August 2010 - Present
Cleary Gottlieb Steen & Hamilton LLP May 2012 - August 2012
Brown Rudnick May 2011 - July 2011
Booz Allen Hamilton May 2009 - August 2010
Kaiser Associates August 2008 - January 2009
Gras Savoye January 2007 - March 2007
Sandler O'Neill 2007 - 2007
Skills
Business Strategy, Management Consulting, Analysis, French, Marketing Strategy, Marketing, Leadership, Competitive Analysis, Due Diligence, Public Speaking, Research, Social Media, Spanish, Capital Markets
Education
Columbia Law School 2010 — 2013
J.D., Law
Dartmouth College 2004 — 2008
BA, English Literature, Romance Languages (French & Italian)
Stone Ridge 2000 — 2004
Joseph Peri's Sandler O'Neill Experience August 2004 - Present
Job Balance Sheet Strategist at Sandler O'Neill + Partners
Industry Financial Services
Experience
Sandler O'Neill August 2004 - Present
Skills
Fixed Income, Valuation, Private Equity, Financial Modeling, Bloomberg, Equity Research, Series 7, Investments, Asset Management, Derivatives, Series 63, Due Diligence, Financial Structuring, Financial Services, ALM, Portfolio Management
Education
State University of New York at Buffalo 2002 — 2004
Master of Business Administration (MBA), Finance, General
State University of New York at Buffalo 1998 — 2002
Bachelor of Engineering (B.E.), Civil Engineering
Sandler O'Neill August 2004 - Present
Skills
Fixed Income, Valuation, Private Equity, Financial Modeling, Bloomberg, Equity Research, Series 7, Investments, Asset Management, Derivatives, Series 63, Due Diligence, Financial Structuring, Financial Services, ALM, Portfolio Management
Education
State University of New York at Buffalo 2002 — 2004
Master of Business Administration (MBA), Finance, General
State University of New York at Buffalo 1998 — 2002
Bachelor of Engineering (B.E.), Civil Engineering
Rich Spinner's Sandler O'Neill Experience 2002 - 2005
Job Senior Financial Advisor at Edge Wealth
Industry Financial Services
Experience
Edge Wealth Management January 2009 - Present
Deutsche Bank July 2005 - March 2008
Sandler O'Neill 2002 - 2005
Nomura 1990 - 2000
Salomon Smith Barney 1984 - 1990
Education
University at Buffalo 1976 — 1979
BS, Accounting
Edge Wealth Management January 2009 - Present
Deutsche Bank July 2005 - March 2008
Sandler O'Neill 2002 - 2005
Nomura 1990 - 2000
Salomon Smith Barney 1984 - 1990
Education
University at Buffalo 1976 — 1979
BS, Accounting
Jennifer Nathan's Sandler O'Neill Experience April 2001 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Sandler O'Neill April 2001 - September 2008
Education
Mount Holyoke College 1992 — 1996
BA, Economics
Sandler O'Neill April 2001 - September 2008
Education
Mount Holyoke College 1992 — 1996
BA, Economics
Bernie Rechtman's Sandler O'Neill Experience May 2009 - Present
Job Commercial Real Estate & Investment Banking
Industry Real Estate
Experience
Sandler O'Neill May 2009 - Present
GE Real Estate November 1988 - January 2011
GE Commercial Real Estate - Business Properties 2003 - 2009
GE Capital 2002 - 2009
Skills
Valuation, Portfolio Management, Financial Modeling, Real Estate, Loans, Due Diligence, Debt, Structuring, Negotiation, Credit
Education
City University of New York
BA
Sandler O'Neill May 2009 - Present
GE Real Estate November 1988 - January 2011
GE Commercial Real Estate - Business Properties 2003 - 2009
GE Capital 2002 - 2009
Skills
Valuation, Portfolio Management, Financial Modeling, Real Estate, Loans, Due Diligence, Debt, Structuring, Negotiation, Credit
Education
City University of New York
BA
Susan Weinberg's Sandler O'Neill Experience July 2009 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Sandler O'Neill July 2009 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS, Finance
Sandler O'Neill July 2009 - Present
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS, Finance
Max Besong's Sandler O'Neill Experience May 2007 - August 2007
Job CDO Trading
Industry Financial Services
Experience
Citi July 2011 - Present
CastleOak Securities July 2009 - June 2011
UBS Wealth Management July 2008 - April 2009
Sandler O'Neill May 2007 - August 2007
Education
University of Arizona 2004 — 2008
Bachelor's of Science in Business Administration, Finance
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science in Business Administration, Finance
Citi July 2011 - Present
CastleOak Securities July 2009 - June 2011
UBS Wealth Management July 2008 - April 2009
Sandler O'Neill May 2007 - August 2007
Education
University of Arizona 2004 — 2008
Bachelor's of Science in Business Administration, Finance
University of Arizona, Eller College of Management 2004 — 2008
Bachelor of Science in Business Administration, Finance
Justin Kayse's Sandler O'Neill Experience May 2009 - July 2010
Job Vice President Fixed Income Sales at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2010 - Present
Sandler O'Neill May 2009 - July 2010
JP Morgan January 2008 - May 2009
JP Morgan November 2005 - January 2008
JP Morgan September 2003 - November 2005
JP Morgan June 2002 - September 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Management Information Systems
Nomura Securities July 2010 - Present
Sandler O'Neill May 2009 - July 2010
JP Morgan January 2008 - May 2009
JP Morgan November 2005 - January 2008
JP Morgan September 2003 - November 2005
JP Morgan June 2002 - September 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Management Information Systems
Joseph Fiorito's Sandler O'Neill Experience July 2009 - Present
Job Associate Director at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill July 2009 - Present
Sandler O'Neill June 2007 - June 2009
Capital Financial Management Group, LLC June 2006 - August 2006
Skills
Bloomberg, Capital Markets, Equities, Financial Analysis, Fixed Income, Hedge Funds, Investments, Series 63, Series 7, Trading, Valuation
Education
College of the Holy Cross
BA, Economics and Accounting
Trinity Catholic High School
Sandler O'Neill July 2009 - Present
Sandler O'Neill June 2007 - June 2009
Capital Financial Management Group, LLC June 2006 - August 2006
Skills
Bloomberg, Capital Markets, Equities, Financial Analysis, Fixed Income, Hedge Funds, Investments, Series 63, Series 7, Trading, Valuation
Education
College of the Holy Cross
BA, Economics and Accounting
Trinity Catholic High School
Joshua Eaton's Sandler O'Neill Experience June 2010 - February 2012
Job CoFounder and Managing Partner at Crayhill Capital Management LP
Industry Financial Services
Experience
Crayhill Capital Management LP August 2015 - Present
Magnetar Capital September 2012 - August 2015
Sandler O'Neill June 2010 - February 2012
Dune Capital Management LP January 2005 - June 2010
Cleary Gottlieb Steen & Hamilton LLP January 1998 - December 2004
Skills
Private Equity, Capital Markets, Securities, Structured Finance, Investment Banking, Corporate Law, Corporate Finance, Hedge Funds, Financial Institutions, Securities Regulation, Derivatives, Financial Structuring, Alternative Investments, Secured Transactions, Asset Based Finance, M&A, Asset Managment, Regulatory Capital, Specialty Finance, General Securities..., Real Estate Private..., Commercial Real Estate, Real Estate License, Life Settlements, Film Finance, Special Situations..., Tax Structuring, Solar PV, Renewable Energy
Education
Boston University School of Law 1994 — 1997
J.D.
Université de Caen Basse Normandie / Universite de Caen 1992 — 1994
French Studies, French Studies, With Honors
University of Washington 1988 — 1992
B.A., Business Administration - Finance
The Lakeside School, Seattle, WA 1984 — 1988
High School Diploma
Crayhill Capital Management LP August 2015 - Present
Magnetar Capital September 2012 - August 2015
Sandler O'Neill June 2010 - February 2012
Dune Capital Management LP January 2005 - June 2010
Cleary Gottlieb Steen & Hamilton LLP January 1998 - December 2004
Skills
Private Equity, Capital Markets, Securities, Structured Finance, Investment Banking, Corporate Law, Corporate Finance, Hedge Funds, Financial Institutions, Securities Regulation, Derivatives, Financial Structuring, Alternative Investments, Secured Transactions, Asset Based Finance, M&A, Asset Managment, Regulatory Capital, Specialty Finance, General Securities..., Real Estate Private..., Commercial Real Estate, Real Estate License, Life Settlements, Film Finance, Special Situations..., Tax Structuring, Solar PV, Renewable Energy
Education
Boston University School of Law 1994 — 1997
J.D.
Université de Caen Basse Normandie / Universite de Caen 1992 — 1994
French Studies, French Studies, With Honors
University of Washington 1988 — 1992
B.A., Business Administration - Finance
The Lakeside School, Seattle, WA 1984 — 1988
High School Diploma
J Paul Newsome's Sandler O'Neill Experience January 2007 - Present
Job managing director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
Jeff Shulkin's Sandler O'Neill Experience April 2004 - September 2004
Job Independent Trader at International Trading Group
Industry Capital Markets
Experience
International Trading Group September 2004 - Present
Sandler O'Neill April 2004 - September 2004
Resource Trading Group June 2001 - April 2004
Arthur Andersen August 2000 - June 2001
Skills
Proprietary Trading, Electronic Trading, Commodity, Trading, Fixed Income, Options, Trading Systems, Derivatives, Equities, Financial Markets, Equity Trading, Technical Analysis, Bloomberg, Capital Markets, Investments, Trading Strategies, Commodity Markets, Risk Management, Volatility, Brokerage
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Accounting
International Trading Group September 2004 - Present
Sandler O'Neill April 2004 - September 2004
Resource Trading Group June 2001 - April 2004
Arthur Andersen August 2000 - June 2001
Skills
Proprietary Trading, Electronic Trading, Commodity, Trading, Fixed Income, Options, Trading Systems, Derivatives, Equities, Financial Markets, Equity Trading, Technical Analysis, Bloomberg, Capital Markets, Investments, Trading Strategies, Commodity Markets, Risk Management, Volatility, Brokerage
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Accounting
Collin Cook's Sandler O'Neill Experience June 2010 - August 2010
Job Associate Director, Equity Research
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. September 2013 - Present
Sandler O'Neill & Partners, L.P. July 2011 - August 2013
Sandler O'Neill June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Market Research, Bloomberg, Entrepreneurship, Social Media, Access, Microsoft Word, Corporate Finance
Education
Babson College 2007 — 2011
Business Administration, Finance, Economics
Sandler O'Neill & Partners, L.P. September 2013 - Present
Sandler O'Neill & Partners, L.P. July 2011 - August 2013
Sandler O'Neill June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Microsoft Office, Market Research, Bloomberg, Entrepreneurship, Social Media, Access, Microsoft Word, Corporate Finance
Education
Babson College 2007 — 2011
Business Administration, Finance, Economics
Eugene Kim's Sandler O'Neill Experience July 2010 - May 2012
Job Corporate Development, The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company June 2012 - Present
Sandler O'Neill July 2010 - May 2012
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Mergers & Acquisitions, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Business Strategy
Education
Northwestern University 2006 — 2010
Bachelor of Arts (B.A.), Economics
The University of Chicago Booth School of Business
The Boeing Company June 2012 - Present
Sandler O'Neill July 2010 - May 2012
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Mergers & Acquisitions, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Business Strategy
Education
Northwestern University 2006 — 2010
Bachelor of Arts (B.A.), Economics
The University of Chicago Booth School of Business
Larry Deubler's Sandler O'Neill Experience April 2003 - April 2005
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2005 - Present
Sandler O'Neill April 2003 - April 2005
FTN Financial June 2002 - April 2003
ING Barings April 1999 - November 2001
ING Barings April 1998 - April 1999
UBS Securities June 1996 - April 1998
Lehman Brothers June 1992 - June 1996
Keefe, Bruyette and Woods May 1986 - June 1992
Skills
Series 7, Equities, Series 24, Capital Markets, Start-ups
Education
University of California, Berkeley 1980 — 1984
BA, Political Economics
SunTrust Robinson Humphrey April 2005 - Present
Sandler O'Neill April 2003 - April 2005
FTN Financial June 2002 - April 2003
ING Barings April 1999 - November 2001
ING Barings April 1998 - April 1999
UBS Securities June 1996 - April 1998
Lehman Brothers June 1992 - June 1996
Keefe, Bruyette and Woods May 1986 - June 1992
Skills
Series 7, Equities, Series 24, Capital Markets, Start-ups
Education
University of California, Berkeley 1980 — 1984
BA, Political Economics
Geoff Gentile's Sandler O'Neill Experience June 1998 - September 1998
Job Principal at Abdiel Capital
Industry Investment Management
Experience
Abdiel Capital May 2006 - Present
Barclays Capital November 2004 - April 2006
Citigroup October 2003 - November 2004
Merrill Lynch July 2001 - October 2003
Sandler O'Neill June 1998 - September 1998
Gleacher Partners June 1997 - August 1997
Gleacher Partners June 1997 - August 1997
Education
Princeton University 1997 — 2001
A.B., Economics
Kings Park High School 1993 — 1997
Abdiel Capital May 2006 - Present
Barclays Capital November 2004 - April 2006
Citigroup October 2003 - November 2004
Merrill Lynch July 2001 - October 2003
Sandler O'Neill June 1998 - September 1998
Gleacher Partners June 1997 - August 1997
Gleacher Partners June 1997 - August 1997
Education
Princeton University 1997 — 2001
A.B., Economics
Kings Park High School 1993 — 1997
James Furey's Sandler O'Neill Experience December 2011 - Present
Job Associate Director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill December 2011 - Present
Sandler O'Neill March 2010 - January 2012
Sandler O'Neill June 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Merrill Lynch September 2007 - January 2008
Education
Seton Hall University 2005 — 2009
BS, Finance
Sandler O'Neill December 2011 - Present
Sandler O'Neill March 2010 - January 2012
Sandler O'Neill June 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Merrill Lynch September 2007 - January 2008
Education
Seton Hall University 2005 — 2009
BS, Finance
Charlie Crowley's Sandler O'Neill Experience 1991 - 1997
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2013 - Present
Keefe, Bruyette & Woods 1997 - 2013
Sandler O'Neill 1991 - 1997
IPS-Sendero 1986 - 1991
IPS-Sendero 1986 - 1990
Hibernia Bank 1983 - 1986
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives
Education
University of Connecticut 1981 — 1982
MA, Economics
St. Anselm College 1977 — 1981
BA, Business and Economics
Wells Fargo Securities 2013 - Present
Keefe, Bruyette & Woods 1997 - 2013
Sandler O'Neill 1991 - 1997
IPS-Sendero 1986 - 1991
IPS-Sendero 1986 - 1990
Hibernia Bank 1983 - 1986
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives
Education
University of Connecticut 1981 — 1982
MA, Economics
St. Anselm College 1977 — 1981
BA, Business and Economics
Bill Candee's Sandler O'Neill Experience 2011 - Present
Job Director at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill 2011 - Present
Citadel Securities 2010 - 2011
ICP Capital 2008 - 2010
Goldman Sachs 2000 - 2008
Skills
Valuation, Investment Banking, Investments, Capital Markets, Alternative Investments
Education
James Madison University 1996 — 2000
BBA, Finance
Sandler O'Neill 2011 - Present
Citadel Securities 2010 - 2011
ICP Capital 2008 - 2010
Goldman Sachs 2000 - 2008
Skills
Valuation, Investment Banking, Investments, Capital Markets, Alternative Investments
Education
James Madison University 1996 — 2000
BBA, Finance
J. David Walton, Jr.'s Sandler O'Neill Experience July 2011 - March 2013
Job Senior Analyst, Mergers & Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey April 2013 - April 2014
Sandler O'Neill July 2011 - March 2013
United Community Bank July 2010 - September 2010
Morgan Keegan June 2010 - July 2010
Skills
Investment Banking, Mergers & Acquisitions, FIG, Private Equity, Valuation, Financial Modeling, Financial Analysis, Financial Projection, Corporate Finance, Due Diligence, Microsoft Office, Microsoft Excel, SNL Financial, Bloomberg, Series 79, Series 63
Education
Washington and Lee University 2007 — 2011
BA, Economics, Classics, Accounting/Finance
Middlebury College 2008 — 2008
Language Schools, Spanish Summer School
Fannin County High School 2003 — 2007
High School
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey April 2013 - April 2014
Sandler O'Neill July 2011 - March 2013
United Community Bank July 2010 - September 2010
Morgan Keegan June 2010 - July 2010
Skills
Investment Banking, Mergers & Acquisitions, FIG, Private Equity, Valuation, Financial Modeling, Financial Analysis, Financial Projection, Corporate Finance, Due Diligence, Microsoft Office, Microsoft Excel, SNL Financial, Bloomberg, Series 79, Series 63
Education
Washington and Lee University 2007 — 2011
BA, Economics, Classics, Accounting/Finance
Middlebury College 2008 — 2008
Language Schools, Spanish Summer School
Fannin County High School 2003 — 2007
High School
Rob Bonds's Sandler O'Neill Experience November 2008 - August 2012
Job Depository Strategy at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies October 2015 - Present
Wells Fargo Securities August 2012 - October 2015
Sandler O'Neill November 2008 - August 2012
Colonial Bancgroup July 2006 - November 2008
Sungard Trading and Risk February 2005 - July 2006
Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Valuation, Derivatives, Portfolio Management, Hedge Funds, Equities, Bloomberg, Series 7, Financial Analysis, Securities, Asset Management, Interest Rate..., Investments, Private Equity, Trading
Education
University of Alabama 2002 — 2003
Master’s Degree, College of Commerce and Business Administration - Applied Economics
University of Alabama 1998 — 2002
Bachelor’s Degree, Commerce and Business Administration - Economics Concentration
D.A. Davidson Companies October 2015 - Present
Wells Fargo Securities August 2012 - October 2015
Sandler O'Neill November 2008 - August 2012
Colonial Bancgroup July 2006 - November 2008
Sungard Trading and Risk February 2005 - July 2006
Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Valuation, Derivatives, Portfolio Management, Hedge Funds, Equities, Bloomberg, Series 7, Financial Analysis, Securities, Asset Management, Interest Rate..., Investments, Private Equity, Trading
Education
University of Alabama 2002 — 2003
Master’s Degree, College of Commerce and Business Administration - Applied Economics
University of Alabama 1998 — 2002
Bachelor’s Degree, Commerce and Business Administration - Economics Concentration
Scott Levy's Sandler O'Neill Experience October 2011 - August 2012
Job Business Operations Lead at Teespring
Industry Internet
Experience
Teespring May 2015 - Present
Teespring September 2014 - May 2015
Apartmentlist.com January 2013 - June 2014
Sandler O'Neill October 2011 - August 2012
Gleacher & Company April 2011 - August 2011
Perella Weinberg Partners September 2010 - December 2010
Imperial Capital Bank June 2010 - August 2010
Skills
User Acquisition, SEM, Python, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, HTML, CSS, Mergers, Fixed Income, LBO, Capital IQ, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Finance, Communications
Teespring May 2015 - Present
Teespring September 2014 - May 2015
Apartmentlist.com January 2013 - June 2014
Sandler O'Neill October 2011 - August 2012
Gleacher & Company April 2011 - August 2011
Perella Weinberg Partners September 2010 - December 2010
Imperial Capital Bank June 2010 - August 2010
Skills
User Acquisition, SEM, Python, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, HTML, CSS, Mergers, Fixed Income, LBO, Capital IQ, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Finance, Communications
Joselito Padama's Sandler O'Neill Experience August 2010 - September 2010
Job Research Accountant at Weill Cornell Medical College
Industry Accounting
Experience
Weill Cornell Medical College November 2010 - Present
Sandler O'Neill August 2010 - September 2010
Computershare Fund Services January 2010 - April 2010
Barnes & Noble College Booksellers January 2009 - April 2009
New Jersey Books July 2008 - January 2009
Skills
Accounting, Financial Statements, Budgets, Microsoft Excel, Microsoft Office, Research, Account Reconciliation, SAP, Financial Analysis, Finance, NIH, Grants, WAWF, SharePoint, Invoicing, Account Management, Outlook
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor, Accounting
Brookdale Community College 2005 — 2006
Accounting
Middletown High School South
Weill Cornell Medical College November 2010 - Present
Sandler O'Neill August 2010 - September 2010
Computershare Fund Services January 2010 - April 2010
Barnes & Noble College Booksellers January 2009 - April 2009
New Jersey Books July 2008 - January 2009
Skills
Accounting, Financial Statements, Budgets, Microsoft Excel, Microsoft Office, Research, Account Reconciliation, SAP, Financial Analysis, Finance, NIH, Grants, WAWF, SharePoint, Invoicing, Account Management, Outlook
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor, Accounting
Brookdale Community College 2005 — 2006
Accounting
Middletown High School South
David N Brown's Sandler O'Neill Experience 2002 - 2005
Job MBS Portfolio Management
Industry Investment Management
Experience
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Prudential Financial May 2015 - Present
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - May 2015
BNP Paribas December 2012 - August 2014
BNP Paribas May 2008 - December 2012
Merrill Lynch February 2005 - May 2008
Sandler O'Neill 2002 - 2005
UBS Investment Bank 2000 - 2002
Paine Webber 1996 - 2000
Lehman Brothers 1990 - 1996
Skills
Trading
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Middlebury College 1981 — 1985
BA, Economics
Lexington H.S.
Jason Greco's Sandler O'Neill Experience February 2011 - Present
Job Investment Banking Vice President at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill February 2011 - Present
Jefferies & Company July 2007 - February 2011
Skills
Investment Banking, Asset Management, Valuation, Financial Advisory, Financial Modeling, Capital Markets
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance, Statistics, Mathematics
Sandler O'Neill February 2011 - Present
Jefferies & Company July 2007 - February 2011
Skills
Investment Banking, Asset Management, Valuation, Financial Advisory, Financial Modeling, Capital Markets
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance, Statistics, Mathematics
Hilary Glassman's Sandler O'Neill Experience February 2003 - July 2005
Job General Counsel at HomeServe USA
Industry Law Practice
Experience
HomeServe USA March 2013 - Present
Citadel Broadcasting Corporation February 2011 - September 2011
Frontier Communications Company July 2005 - July 2010
Sandler O'Neill February 2003 - July 2005
Newview Technologies 2000 - 2003
Reliance Group Holdings 1994 - 2000
Weil Gotshal and Manges 1987 - 1993
Skills
Securities, Mergers &...
Education
New York University School of Law 1984 — 1987
JD, Law
New York University - Leonard N. Stern School of Business 1980 — 1984
BS, Accounting
HomeServe USA March 2013 - Present
Citadel Broadcasting Corporation February 2011 - September 2011
Frontier Communications Company July 2005 - July 2010
Sandler O'Neill February 2003 - July 2005
Newview Technologies 2000 - 2003
Reliance Group Holdings 1994 - 2000
Weil Gotshal and Manges 1987 - 1993
Skills
Securities, Mergers &...
Education
New York University School of Law 1984 — 1987
JD, Law
New York University - Leonard N. Stern School of Business 1980 — 1984
BS, Accounting
Andre Eloisa's Sandler O'Neill Experience October 2011 - December 2012
Job Senior Financial Analyst at DBRS
Industry Financial Services
Experience
DBRS January 2015 - Present
DBRS December 2012 - December 2014
Sandler O'Neill October 2011 - December 2012
Gentry Capital Partners, LLC March 2011 - July 2011
Driehaus Virtual Portfolio Competition October 2010 - May 2011
DBRS July 2010 - March 2011
UBS April 2010 - June 2010
Skills
Valuation, Financial Modeling, Finance, Underwriting, CMBS, Structured Finance, Financial Analysis, Commercial Real Estate, Commercial Real Estate..., Corporate Finance
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance, Economics
DBRS January 2015 - Present
DBRS December 2012 - December 2014
Sandler O'Neill October 2011 - December 2012
Gentry Capital Partners, LLC March 2011 - July 2011
Driehaus Virtual Portfolio Competition October 2010 - May 2011
DBRS July 2010 - March 2011
UBS April 2010 - June 2010
Skills
Valuation, Financial Modeling, Finance, Underwriting, CMBS, Structured Finance, Financial Analysis, Commercial Real Estate, Commercial Real Estate..., Corporate Finance
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance, Economics
Jonathan Greenglass's Sandler O'Neill Experience 2009 - 2011
Job Head of Finance & Operations at Imgur
Industry Internet
Experience
Imgur May 2014 - Present
LUMA Partners LLC 2011 - May 2014
Sandler O'Neill 2009 - 2011
J.P. Morgan 2008 - 2008
Skills
Series 79, Series 7, Series 63, Financial Modeling, Financial Analysis, Digital Media, Valuation, M&A experience, Capital Raising, Awesomeness
Education
College of the Holy Cross
Imgur May 2014 - Present
LUMA Partners LLC 2011 - May 2014
Sandler O'Neill 2009 - 2011
J.P. Morgan 2008 - 2008
Skills
Series 79, Series 7, Series 63, Financial Modeling, Financial Analysis, Digital Media, Valuation, M&A experience, Capital Raising, Awesomeness
Education
College of the Holy Cross
David Connelly's Sandler O'Neill Experience 2011 - 2013
Job Kimberlite Group LLC, President, Partner
Industry Investment Banking
Experience
Kimberlite Advisors, LLC 2013 - Present
Sandler O'Neill 2011 - 2013
Guggenheim Securities 2008 - 2011
Bear Stearns & Co 1984 - 2007
Education
Tulane University - A.B. Freeman School of Business 1981 — 1984
BSM, Accounting and Business/Management
Kimberlite Advisors, LLC 2013 - Present
Sandler O'Neill 2011 - 2013
Guggenheim Securities 2008 - 2011
Bear Stearns & Co 1984 - 2007
Education
Tulane University - A.B. Freeman School of Business 1981 — 1984
BSM, Accounting and Business/Management
CITIC Securities
Sandler O'Neill & Partners, L.P.
WR Hambrecht + Co
CITIC Securities Company Limited
Sandler O'Neill & Partners
WR Hambrecht
CITICS