Sandler O'Neill & Partners, L.P.
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 & Partners, L.P. Employees
Employee
Years
Job
Industry
Alexander Far Alexander Far's Sandler O'Neill & Partners, L.P. Experience March 2012 - October 2014
Job Executive Sales Professional
Industry Financial Services
Experience
lululemon athletica December 2014 - Present
Sandler O'Neill & Partners, L.P. March 2012 - October 2014
lululemon athletica November 2013 - January 2014
Morgan Stanley March 2007 - January 2012
Morgan Stanley July 2005 - March 2007
Skills
Capital Markets, Fixed Income, Financial Modeling, Equities, Valuation, Investments, Bloomberg, Investment Banking, Series 7, Derivatives, Financial Analysis, Budgets, Strategic Planning, Apparel, Sales, Sales Operations, Visual Merchandising, Intercollegiate..., Athletic Apparel
Education
Bucknell University 2001 — 2005
Bachelor of Science, with a double major in Business Management and History
Joel Barlow High School 1997 — 2001
lululemon athletica December 2014 - Present
Sandler O'Neill & Partners, L.P. March 2012 - October 2014
lululemon athletica November 2013 - January 2014
Morgan Stanley March 2007 - January 2012
Morgan Stanley July 2005 - March 2007
Skills
Capital Markets, Fixed Income, Financial Modeling, Equities, Valuation, Investments, Bloomberg, Investment Banking, Series 7, Derivatives, Financial Analysis, Budgets, Strategic Planning, Apparel, Sales, Sales Operations, Visual Merchandising, Intercollegiate..., Athletic Apparel
Education
Bucknell University 2001 — 2005
Bachelor of Science, with a double major in Business Management and History
Joel Barlow High School 1997 — 2001
Andrew Disdier Andrew Disdier's Sandler O'Neill & Partners, L.P. Experience July 2014 - Present
Job Associate, Equity Research
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2014 - Present
Office of the Comptroller of the Currency June 2013 - July 2014
Office of the Comptroller of the Currency June 2012 - May 2013
Skills
Capital Markets, Financial Analysis, Credit Risk, Investments, Finance, Equities, Asset Management
Education
Muhlenberg College 2008 — 2012
Bachelor of Arts (B.A.), Finance, Economics
Montgomery High School
Sandler O'Neill & Partners, L.P. July 2014 - Present
Office of the Comptroller of the Currency June 2013 - July 2014
Office of the Comptroller of the Currency June 2012 - May 2013
Skills
Capital Markets, Financial Analysis, Credit Risk, Investments, Finance, Equities, Asset Management
Education
Muhlenberg College 2008 — 2012
Bachelor of Arts (B.A.), Finance, Economics
Montgomery High School
Chely Picazo Chely Picazo's Sandler O'Neill & Partners, L.P. Experience November 2006 - March 2012
Job Executive Assistant to CEO at Jawbone
Industry Consumer Electronics
Experience
Sandler O'Neill & Partners, L.P. November 2006 - March 2012
JWM Partners LLC January 2003 - November 2006
OffRoad Capital January 1999 - January 2000
Banc of America Securities LLC January 1998 - January 1999
Banc of America Securities LLC January 1995 - January 1998
Skills
Executive Support, Board Relations, Office Management, Event Planning, Heavy Calendaring, Travel Management, Employee Training, Investments, Banking, Bloomberg, Fluent in Spanish, InterAction CRM, CRM, Microsoft Excel, Microsoft Office, Financial Services, Hedge Funds, Trading, Sales, Start-ups, Customer Service
Education
University of California, Berkeley
B.A, Sociology/Education
Sandler O'Neill & Partners, L.P. November 2006 - March 2012
JWM Partners LLC January 2003 - November 2006
OffRoad Capital January 1999 - January 2000
Banc of America Securities LLC January 1998 - January 1999
Banc of America Securities LLC January 1995 - January 1998
Skills
Executive Support, Board Relations, Office Management, Event Planning, Heavy Calendaring, Travel Management, Employee Training, Investments, Banking, Bloomberg, Fluent in Spanish, InterAction CRM, CRM, Microsoft Excel, Microsoft Office, Financial Services, Hedge Funds, Trading, Sales, Start-ups, Customer Service
Education
University of California, Berkeley
B.A, Sociology/Education
Randall Aluwi Randall Aluwi's Sandler O'Neill & Partners, L.P. Experience April 2010 - April 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
David Schwister David Schwister's Sandler O'Neill & Partners, L.P. Experience May 2010 - April 2011
Job Business Development & Strategic Partnerships at Google
Industry Internet
Experience
Google June 2015 - Present
Mental Health Association of San Francisco May 2015 - Present
Google December 2012 - June 2015
Google January 2012 - December 2012
Google September 2011 - December 2011
Sandler O'Neill & Partners, L.P. May 2010 - April 2011
Faegre & Benson LLP May 2009 - August 2009
Faegre & Benson LLP May 2008 - August 2008
Northwest Airlines May 2007 - September 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Strategic Partnerships, Business Development, Mergers, Strategic Planning, Contract Negotiation, Strategy, Competitive Analysis, Management
Education
Washington University in St. Louis
J.D., M&A and Securities Law
Washington University in St. Louis
M.B.A., Strategy and General Management
University of Minnesota - Carlson School of Management
B.S., Marketing and Entrepreneurial Management
Google June 2015 - Present
Mental Health Association of San Francisco May 2015 - Present
Google December 2012 - June 2015
Google January 2012 - December 2012
Google September 2011 - December 2011
Sandler O'Neill & Partners, L.P. May 2010 - April 2011
Faegre & Benson LLP May 2009 - August 2009
Faegre & Benson LLP May 2008 - August 2008
Northwest Airlines May 2007 - September 2007
Ameriprise Financial Services, Inc. 2005 - 2006
Skills
Strategic Partnerships, Business Development, Mergers, Strategic Planning, Contract Negotiation, Strategy, Competitive Analysis, Management
Education
Washington University in St. Louis
J.D., M&A and Securities Law
Washington University in St. Louis
M.B.A., Strategy and General Management
University of Minnesota - Carlson School of Management
B.S., Marketing and Entrepreneurial Management
Brenna O'Neill Brenna O'Neill's Sandler O'Neill & Partners, L.P. Experience July 2008 - April 2011
Job Vice President Global Capital Markets at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Sandler O'Neill & Partners, L.P. July 2008 - April 2011
Skills
Capital Markets, Financial Modeling, Valuation, Private Equity, Equities, Financial Analysis, Investment Banking
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley April 2011 - Present
Sandler O'Neill & Partners, L.P. July 2008 - April 2011
Skills
Capital Markets, Financial Modeling, Valuation, Private Equity, Equities, Financial Analysis, Investment Banking
Education
Dartmouth College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Michael Nolop Michael Nolop's Sandler O'Neill & Partners, L.P. Experience June 2010 - August 2010
Job CDO/CLO Trader at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company December 2012 - Present
UBS Investment Bank July 2011 - November 2012
Stanford Graduate School of Business 2010 - 2011
Sandler O'Neill & Partners, L.P. June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Skills
Fixed Income, CLO, CBO, CDO, Structured Products, Credit Derivatives
Education
Stanford University 2007 — 2011
BA, Economics
Jefferies & Company December 2012 - Present
UBS Investment Bank July 2011 - November 2012
Stanford Graduate School of Business 2010 - 2011
Sandler O'Neill & Partners, L.P. June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Skills
Fixed Income, CLO, CBO, CDO, Structured Products, Credit Derivatives
Education
Stanford University 2007 — 2011
BA, Economics
Whitney Kukulka Whitney Kukulka's Sandler O'Neill & Partners, L.P. Experience 2013 - 2014
Job Investor Relations The Blueshirt Group
Industry Investment Banking
Experience
The Blueshirt Group July 2015 - Present
The Blueshirt Group April 2014 - July 2015
Sandler O'Neill & Partners, L.P. 2013 - 2014
Cambridge Associates 2010 - 2013
Education
University of Arizona, Eller College of Management
Bachelor's Degree
Georgetown University
Non-Degree Seeking
The Blueshirt Group July 2015 - Present
The Blueshirt Group April 2014 - July 2015
Sandler O'Neill & Partners, L.P. 2013 - 2014
Cambridge Associates 2010 - 2013
Education
University of Arizona, Eller College of Management
Bachelor's Degree
Georgetown University
Non-Degree Seeking
Lars Mudrak Lars Mudrak's Sandler O'Neill & Partners, L.P. Experience June 2015 - Present
Job Investment Banking Analyst at Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. June 2015 - Present
Unilever May 2014 - August 2014
Bandwagon Brew Pub December 2010 - August 2013
Bandwagon Brew Pub December 2009 - December 2010
Skills
Craft Beer, Beer, Brewing, Beverage Industry, Alcoholic Beverages, Brewery, Microsoft Excel, Product Development, Microsoft Word, Sanitation, Food Safety, PowerPoint, Marketing, Food, Food & Beverage, HACCP, Wine, Recipes, Visual Basic, Product Management, Data Modeling, Excel Models, Public Speaking, Management, Corporate Finance, Financial Modeling
Education
Cornell University 2013 — 2015
Bachelor’s Degree, Applied Economics and Managment & Finance, Magna Cum Laude
Sandler O'Neill & Partners, L.P. June 2015 - Present
Unilever May 2014 - August 2014
Bandwagon Brew Pub December 2010 - August 2013
Bandwagon Brew Pub December 2009 - December 2010
Skills
Craft Beer, Beer, Brewing, Beverage Industry, Alcoholic Beverages, Brewery, Microsoft Excel, Product Development, Microsoft Word, Sanitation, Food Safety, PowerPoint, Marketing, Food, Food & Beverage, HACCP, Wine, Recipes, Visual Basic, Product Management, Data Modeling, Excel Models, Public Speaking, Management, Corporate Finance, Financial Modeling
Education
Cornell University 2013 — 2015
Bachelor’s Degree, Applied Economics and Managment & Finance, Magna Cum Laude
Jocelyn Kukulka Jocelyn Kukulka's Sandler O'Neill & Partners, L.P. Experience April 2008 - Present
Job Vice President Investment Banking Group at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. April 2008 - Present
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Equities, Private Equity, LBO, Hedge Funds, Mergers & Acquisitions, Bonds, Financial Services, Insurance, Asset Management, Commercial Banking
Education
University of Arizona 2003 — 2007
Bachelor of Science (BS), Finance, Business Management
University of Arizona 2003 — 2007
Bachelor of Science (BS), Psychology
Sandler O'Neill & Partners, L.P. April 2008 - Present
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Equities, Private Equity, LBO, Hedge Funds, Mergers & Acquisitions, Bonds, Financial Services, Insurance, Asset Management, Commercial Banking
Education
University of Arizona 2003 — 2007
Bachelor of Science (BS), Finance, Business Management
University of Arizona 2003 — 2007
Bachelor of Science (BS), Psychology
Alex DeOteris's Sandler O'Neill & Partners, L.P. Experience June 2013 - March 2014
Job Vice President at Synterra Capital Management LLC
Industry Financial Services
Experience
Synterra Capital Management LLC March 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - March 2014
Macquarie Capital October 2009 - May 2013
Lehman Brothers / Barclays Capital 2008 - 2009
Skills
Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, Valuation, Due Diligence, Investments, Derivatives, Mergers, Fixed Income, Equities, Bloomberg, Spanish, Mergers & Acquisitions, Capital Markets, Finance, Financial Services, Alternative Investments
Education
Bucknell University
BA, Political Economy, Spanish Language & Literature
Boston College
Synterra Capital Management LLC March 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - March 2014
Macquarie Capital October 2009 - May 2013
Lehman Brothers / Barclays Capital 2008 - 2009
Skills
Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, Valuation, Due Diligence, Investments, Derivatives, Mergers, Fixed Income, Equities, Bloomberg, Spanish, Mergers & Acquisitions, Capital Markets, Finance, Financial Services, Alternative Investments
Education
Bucknell University
BA, Political Economy, Spanish Language & Literature
Boston College
Chris Maser's Sandler O'Neill & Partners, L.P. Experience July 2015 - Present
Job Associate at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Houlihan Lokey June 2014 - July 2015
TTV Capital September 2013 - May 2014
Johnson Lambert LLP September 2008 - May 2013
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Valuation, Real Estate Financing, Private Equity, Venture Capital, LBO
Education
Emory University - Goizueta Business School 2013 — 2014
Master of Business Administration (MBA), Finance, Real Estate
The College of William and Mary - The Mason School of Business 2007 — 2008
Masters, Accounting
University of Virginia 2003 — 2007
Bachelor of Science, Commerce
Hampton Roads Academy
Sandler O'Neill & Partners, L.P. July 2015 - Present
Houlihan Lokey June 2014 - July 2015
TTV Capital September 2013 - May 2014
Johnson Lambert LLP September 2008 - May 2013
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Valuation, Real Estate Financing, Private Equity, Venture Capital, LBO
Education
Emory University - Goizueta Business School 2013 — 2014
Master of Business Administration (MBA), Finance, Real Estate
The College of William and Mary - The Mason School of Business 2007 — 2008
Masters, Accounting
University of Virginia 2003 — 2007
Bachelor of Science, Commerce
Hampton Roads Academy
Brett Geren Brett Geren's Sandler O'Neill & Partners, L.P. Experience June 2014 - August 2014
Job Consultant at CPSG Partners
Industry Information Technology and Services
Experience
CPSG Partners August 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - August 2014
Major League Baseball June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Public Speaking
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Politics
San Ramon Valley High School 2007 — 2011
CPSG Partners August 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - August 2014
Major League Baseball June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Public Speaking
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Politics
San Ramon Valley High School 2007 — 2011
Nikon Limberis's Sandler O'Neill & Partners, L.P. Experience September 2001 - August 2012
Job Principal of Limberis Law Firm, PLLC
Industry Legal Services
Experience
Limberis Law Firm, PLLC January 2013 - Present
Sandler O'Neill & Partners, L.P. September 2001 - August 2012
Bank of America April 1999 - August 2001
Skills
Contract Law, Real Estate Transactions, Commercial Real Estate, Mortgage Banking, Estate Planning, Estate Tax Planning, Immigration Law, Legal Advice, Equity Trading, Financial Markets, Structured Products
Education
New York Law School 2003 — 2007
Juris Doctor, Banking, Corporate, Finance, and Securities Law
University at Albany, State University of New York 1994 — 1998
Bachelor of Science, Business Administration; Finance/Marketing
Limberis Law Firm, PLLC January 2013 - Present
Sandler O'Neill & Partners, L.P. September 2001 - August 2012
Bank of America April 1999 - August 2001
Skills
Contract Law, Real Estate Transactions, Commercial Real Estate, Mortgage Banking, Estate Planning, Estate Tax Planning, Immigration Law, Legal Advice, Equity Trading, Financial Markets, Structured Products
Education
New York Law School 2003 — 2007
Juris Doctor, Banking, Corporate, Finance, and Securities Law
University at Albany, State University of New York 1994 — 1998
Bachelor of Science, Business Administration; Finance/Marketing
Matthew Proven's Sandler O'Neill & Partners, L.P. Experience July 2013 - Present
Job Investment Banking Analyst at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2013 - Present
Spot Trading LLC June 2012 - August 2012
Knall-Cohen Undergraduate Fund September 2011 - February 2012
M&T Bank May 2011 - July 2011
Country Club of Buffalo April 2006 - May 2011
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelors of Science in Business, Finance
Sandler O'Neill & Partners, L.P. July 2013 - Present
Spot Trading LLC June 2012 - August 2012
Knall-Cohen Undergraduate Fund September 2011 - February 2012
M&T Bank May 2011 - July 2011
Country Club of Buffalo April 2006 - May 2011
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelors of Science in Business, Finance
Lauren Hatch Lauren Hatch's Sandler O'Neill & Partners, L.P. Experience February 2015 - June 2015
Job Analyst
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. February 2015 - June 2015
Senator Cruz's office June 2013 - August 2013
KNUU Investment Solutions May 2013 - June 2013
ClearBridge Financial Advisors June 2012 - July 2012
James Alpha Managment July 2011 - August 2011
US Navy June 2008 - June 2010
US Navy July 2009 - August 2009
Skills
Strategic Communications, Social Media, Public Relations, Market Research, Media Relations, Press Releases, Corporate Communications, Facebook, Event Planning, Spanish, Strategic Planning, Public Speaking, Leadership, PerTrac, Microsoft Excel, Bloomberg Terminal, PowerPoint, Navy, Microsoft Office, Microsoft Word, Research, Social Media Marketing
Education
University of Richmond 2011 — 2014
BA, Rhetoric and Communication
United States Naval Academy 2008 — 2010
political science/ Engineering
Pomfret 2006 — 2008
high school, High School Diplomas
Sandler O'Neill & Partners, L.P. February 2015 - June 2015
Senator Cruz's office June 2013 - August 2013
KNUU Investment Solutions May 2013 - June 2013
ClearBridge Financial Advisors June 2012 - July 2012
James Alpha Managment July 2011 - August 2011
US Navy June 2008 - June 2010
US Navy July 2009 - August 2009
Skills
Strategic Communications, Social Media, Public Relations, Market Research, Media Relations, Press Releases, Corporate Communications, Facebook, Event Planning, Spanish, Strategic Planning, Public Speaking, Leadership, PerTrac, Microsoft Excel, Bloomberg Terminal, PowerPoint, Navy, Microsoft Office, Microsoft Word, Research, Social Media Marketing
Education
University of Richmond 2011 — 2014
BA, Rhetoric and Communication
United States Naval Academy 2008 — 2010
political science/ Engineering
Pomfret 2006 — 2008
high school, High School Diplomas
Jack Audibert's Sandler O'Neill & Partners, L.P. Experience 2011 - 2014
Job Finance
Industry Investment Management
Experience
Sandler O'Neill & Partners, L.P. 2011 - 2014
Putnam Associates 2009 - 2011
Education
Boston College 2005 — 2009
B.S., Finance, History
Delbarton School 2001 — 2005
Sandler O'Neill & Partners, L.P. 2011 - 2014
Putnam Associates 2009 - 2011
Education
Boston College 2005 — 2009
B.S., Finance, History
Delbarton School 2001 — 2005
Will Sartorius's Sandler O'Neill & Partners, L.P. Experience June 2014 - August 2014
Job Student at Bates College
Industry Investment Banking
Experience
Bates College September 2012 - Present
Deutsche Bank June 2015 - August 2015
Sandler O'Neill & Partners, L.P. June 2014 - August 2014
Suffield Academy June 2013 - August 2013
Suffield Academy June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Marketing, Data Analysis, Social Networking, Spanish
Education
Bates College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Suffield Academy 2009 — 2012
Kingswood-Oxford School 2005 — 2009
Bates College September 2012 - Present
Deutsche Bank June 2015 - August 2015
Sandler O'Neill & Partners, L.P. June 2014 - August 2014
Suffield Academy June 2013 - August 2013
Suffield Academy June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Marketing, Data Analysis, Social Networking, Spanish
Education
Bates College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Suffield Academy 2009 — 2012
Kingswood-Oxford School 2005 — 2009
Peter Ruiz Peter Ruiz's Sandler O'Neill & Partners, L.P. Experience May 2013 - Present
Job Vice President, Equity Research
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. May 2013 - Present
Bernstein Global Wealth Management July 2012 - April 2013
Iron Capital Advisors Inc. August 2011 - May 2012
Student Managed Investment Fund May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Access, Asset Management, Bloomberg Terminal, Equity Valuation, Investment Management, Valuation, Zephyr Style Advisor, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Morningstar, Financial Reporting, Series 7, Series 63, Equity Research, Investment Strategies
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.74/4.0
Sandler O'Neill & Partners, L.P. May 2013 - Present
Bernstein Global Wealth Management July 2012 - April 2013
Iron Capital Advisors Inc. August 2011 - May 2012
Student Managed Investment Fund May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Access, Asset Management, Bloomberg Terminal, Equity Valuation, Investment Management, Valuation, Zephyr Style Advisor, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Morningstar, Financial Reporting, Series 7, Series 63, Equity Research, Investment Strategies
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.74/4.0
David Franecki's Sandler O'Neill & Partners, L.P. Experience 2008 - Present
Job Director of Marketing at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2008 - Present
BlackRock 2006 - 2008
Lord, Abbett & Co. LLC 2004 - 2006
Barron's 2000 - 2002
Dow Jones Newswires 1996 - 2000
Skills
News Writing, Marketing, Marketing Strategy, Corporate Communications, Internal Communications, Media Relations, Marketing Communications, Content Management, Content Strategy, Web Content, Brand Management, White Papers, Strategic Communications, Research, Project Management, Messaging, Web Content Management, Corporate Branding, Brand Awareness, Editing, Text Editing, Writing, Online Research, Website Creation, Message Development, Web Content Creation, Brand Implementation, Brand Developement, Executive-level..., Executive Consultation, Advertising Management, Advertising, Thought Leadership, Financial Services, Series 7
Education
Syracuse University 1992 — 1996
Dual Bachelor of Science, Newspaper Journalism-Law and Public Policy
Sandler O'Neill & Partners, L.P. 2008 - Present
BlackRock 2006 - 2008
Lord, Abbett & Co. LLC 2004 - 2006
Barron's 2000 - 2002
Dow Jones Newswires 1996 - 2000
Skills
News Writing, Marketing, Marketing Strategy, Corporate Communications, Internal Communications, Media Relations, Marketing Communications, Content Management, Content Strategy, Web Content, Brand Management, White Papers, Strategic Communications, Research, Project Management, Messaging, Web Content Management, Corporate Branding, Brand Awareness, Editing, Text Editing, Writing, Online Research, Website Creation, Message Development, Web Content Creation, Brand Implementation, Brand Developement, Executive-level..., Executive Consultation, Advertising Management, Advertising, Thought Leadership, Financial Services, Series 7
Education
Syracuse University 1992 — 1996
Dual Bachelor of Science, Newspaper Journalism-Law and Public Policy
Tom Blessing's Sandler O'Neill & Partners, L.P. Experience July 2009 - June 2012
Job Founder, Fresh Artistry
Industry Food & Beverages
Experience
Fresh Artistry October 2012 - Present
Sandler O'Neill & Partners, L.P. July 2009 - June 2012
Thomas Blessing Music 2005 - 2010
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Mergers, Private Equity, Equities, Financial Analysis, Due Diligence, Corporate Development, Investments, Mergers & Acquisitions, Venture Capital, Hedge Funds
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.) in Finance, Minor in Music
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Technology Management
Fresh Artistry October 2012 - Present
Sandler O'Neill & Partners, L.P. July 2009 - June 2012
Thomas Blessing Music 2005 - 2010
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Mergers, Private Equity, Equities, Financial Analysis, Due Diligence, Corporate Development, Investments, Mergers & Acquisitions, Venture Capital, Hedge Funds
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.) in Finance, Minor in Music
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Technology Management
Eshaan Arora's Sandler O'Neill & Partners, L.P. Experience December 2014 - Present
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
Michael J. Loughran's Sandler O'Neill & Partners, L.P. Experience March 2005 - May 2006
Job
Industry Information Technology and Services
Experience
vXchnge April 2011 - July 2015
Weil Gotshal and Manges August 2008 - March 2011
Cravath, Swaine & Moore December 2006 - February 2007
The Howard Stern Radio Show March 2006 - December 2006
Related Companies July 2006 - October 2006
Sandler O'Neill & Partners, L.P. March 2005 - May 2006
Structure Tone, Inc. November 2001 - March 2005
Skills
Disaster Recovery, Data Center, Servers, Networking, Citrix, Troubleshooting, VPN, Active Directory, Databases, Technical Support, Windows Server, Network Administration, Lotus Notes, Security, Cisco Technologies, Microsoft Exchange, System Administration, Infrastructure, Help Desk Support, Vendor Management, SharePoint, Cloud Computing, DNS, Network Security, Graphic Design, Backup Exec, VMware, Operating Systems, IT Management, IT Operations, IT Strategy, Storage, Virtualization, Business Continuity, VoIP, Compliance Management, Conflict Resolution, Infrastructure..., Asset Management, SSAE 16, Training & Development, Documentation, Budget Management, Physical Security, Systems Engineering, Management, Hardware, Software Installation, Project Management, CRM
Education
Lehigh University 1997 — 2001
BA, Computer Science, 3.1
vXchnge April 2011 - July 2015
Weil Gotshal and Manges August 2008 - March 2011
Cravath, Swaine & Moore December 2006 - February 2007
The Howard Stern Radio Show March 2006 - December 2006
Related Companies July 2006 - October 2006
Sandler O'Neill & Partners, L.P. March 2005 - May 2006
Structure Tone, Inc. November 2001 - March 2005
Skills
Disaster Recovery, Data Center, Servers, Networking, Citrix, Troubleshooting, VPN, Active Directory, Databases, Technical Support, Windows Server, Network Administration, Lotus Notes, Security, Cisco Technologies, Microsoft Exchange, System Administration, Infrastructure, Help Desk Support, Vendor Management, SharePoint, Cloud Computing, DNS, Network Security, Graphic Design, Backup Exec, VMware, Operating Systems, IT Management, IT Operations, IT Strategy, Storage, Virtualization, Business Continuity, VoIP, Compliance Management, Conflict Resolution, Infrastructure..., Asset Management, SSAE 16, Training & Development, Documentation, Budget Management, Physical Security, Systems Engineering, Management, Hardware, Software Installation, Project Management, CRM
Education
Lehigh University 1997 — 2001
BA, Computer Science, 3.1
Tim Hubey Tim Hubey's Sandler O'Neill & Partners, L.P. Experience July 2015 - Present
Job Investment Banking Associate at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Sandler O'Neill & Partners, L.P. December 2014 - June 2015
Sandler O'Neill & Partners, L.P. October 2011 - December 2014
Gleacher Partners July 2011 - August 2011
Gleacher Partners June 2010 - August 2010
Education
Lafayette College 2007 — 2011
A.B. Engineering - Mechanical Engineering Concentration
Sandler O'Neill & Partners, L.P. July 2015 - Present
Sandler O'Neill & Partners, L.P. December 2014 - June 2015
Sandler O'Neill & Partners, L.P. October 2011 - December 2014
Gleacher Partners July 2011 - August 2011
Gleacher Partners June 2010 - August 2010
Education
Lafayette College 2007 — 2011
A.B. Engineering - Mechanical Engineering Concentration
Mark Petrone's Sandler O'Neill & Partners, L.P. Experience June 2015 - August 2015
Job Summer Analyst Equity Sales and Trading
Industry Financial Services
Experience
Paragon Bank August 2015 - Present
Sandler O'Neill & Partners, L.P. June 2015 - August 2015
Community One Bank June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Google Apps, Adobe Creative Suite, Teamwork, Leadership, Research, Microsoft Word, Public Speaking, Event Planning, Social Media
Education
North Carolina State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Woodberry Forest School 2009 — 2012
Paragon Bank August 2015 - Present
Sandler O'Neill & Partners, L.P. June 2015 - August 2015
Community One Bank June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Google Apps, Adobe Creative Suite, Teamwork, Leadership, Research, Microsoft Word, Public Speaking, Event Planning, Social Media
Education
North Carolina State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Woodberry Forest School 2009 — 2012
Sean Choi Sean Choi's Sandler O'Neill & Partners, L.P. Experience May 2005 - March 2015
Job Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2015 - Present
Sandler O'Neill & Partners, L.P. May 2005 - March 2015
Commonfund June 2004 - May 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Financial Structuring, Capital Markets, Corporate Finance, Equities, Mergers, Series 7, Series 63, IPO, Financial Institutions
Education
Cornell University 2001 — 2004
Bachelor's degree, Applied Economics
Credit Suisse March 2015 - Present
Sandler O'Neill & Partners, L.P. May 2005 - March 2015
Commonfund June 2004 - May 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Financial Structuring, Capital Markets, Corporate Finance, Equities, Mergers, Series 7, Series 63, IPO, Financial Institutions
Education
Cornell University 2001 — 2004
Bachelor's degree, Applied Economics
Layne Fackler's Sandler O'Neill & Partners, L.P. Experience May 2002 - August 2002
Job TravisMathew Florida Territory Consultant
Industry Sports
Experience
TravisMathew Apparel March 2015 - Present
ELIGO Club North America April 2012 - February 2015
Eligo Club North America February 2011 - August 2012
Fuzion Golf LP October 2003 - October 2011
Friars Head Golf Club May 2003 - October 2003
State Farm Insurance February 2003 - May 2003
Sandler O'Neill & Partners, L.P. May 2002 - August 2002
Skills
Golf, Sports, Sports Marketing, Tournaments, Event Management, Event Planning, Golf Courses, Social Media, Public Speaking, Public Relations, Sponsorship, Email Marketing, Entrepreneurship, Sports Management, Club
Education
University of Nebraska-Lincoln 1999 — 2003
BSBA, Finance
Consortium International University-Paderno Italy 2002 — 2002
European Accounting Practices & Internationl HR Managment
TravisMathew Apparel March 2015 - Present
ELIGO Club North America April 2012 - February 2015
Eligo Club North America February 2011 - August 2012
Fuzion Golf LP October 2003 - October 2011
Friars Head Golf Club May 2003 - October 2003
State Farm Insurance February 2003 - May 2003
Sandler O'Neill & Partners, L.P. May 2002 - August 2002
Skills
Golf, Sports, Sports Marketing, Tournaments, Event Management, Event Planning, Golf Courses, Social Media, Public Speaking, Public Relations, Sponsorship, Email Marketing, Entrepreneurship, Sports Management, Club
Education
University of Nebraska-Lincoln 1999 — 2003
BSBA, Finance
Consortium International University-Paderno Italy 2002 — 2002
European Accounting Practices & Internationl HR Managment
Cale Spaulding's Sandler O'Neill & Partners, L.P. Experience January 2011 - June 2012
Job Vice President, Fixed Income at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. February 2013 - Present
KBW July 2012 - February 2013
Sandler O'Neill & Partners, L.P. January 2011 - June 2012
Bank Hapoalim, NY Branches June 2006 - January 2011
AXA Financial June 2005 - August 2005
AXA Financial June 2004 - August 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Trading, Options, Funding, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Pennsylvania 2003 — 2006
Bachelor of Arts (B.A.), Economics
Middlebury College 2002 — 2003
Stifel Financial Corp. February 2013 - Present
KBW July 2012 - February 2013
Sandler O'Neill & Partners, L.P. January 2011 - June 2012
Bank Hapoalim, NY Branches June 2006 - January 2011
AXA Financial June 2005 - August 2005
AXA Financial June 2004 - August 2004
Skills
Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Trading, Options, Funding, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship
University of Pennsylvania 2003 — 2006
Bachelor of Arts (B.A.), Economics
Middlebury College 2002 — 2003
Kristina Patrk's Sandler O'Neill & Partners, L.P. Experience June 2012 - August 2012
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
KBW June 2013 - July 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Titan Advisors May 2011 - July 2011
Education
Bucknell University 2009 — 2013
BSBA, Mathematics and Economics
Credit Suisse July 2015 - Present
KBW June 2013 - July 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Titan Advisors May 2011 - July 2011
Education
Bucknell University 2009 — 2013
BSBA, Mathematics and Economics
Alex Beygelman Alex Beygelman's Sandler O'Neill & Partners, L.P. Experience June 2014 - July 2015
Job Associate at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - July 2015
BMO Capital Markets July 2011 - June 2014
Bryant Park Capital June 2010 - September 2010
Skills
Bloomberg, Valuation, Financial Modeling, Capital IQ, Private Equity, Investment Banking, Equity Research, Equities, Fixed Income, Capital Markets, Investments, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Alternative Investments, Finance, Economics, Derivatives, LBO, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
BBA
Barclays Investment Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - July 2015
BMO Capital Markets July 2011 - June 2014
Bryant Park Capital June 2010 - September 2010
Skills
Bloomberg, Valuation, Financial Modeling, Capital IQ, Private Equity, Investment Banking, Equity Research, Equities, Fixed Income, Capital Markets, Investments, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Alternative Investments, Finance, Economics, Derivatives, LBO, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
BBA
Billy Armfield Billy Armfield's Sandler O'Neill & Partners, L.P. Experience June 2009 - August 2009
Job Sales Operations Manager at DISCERN
Industry Financial Services
Experience
DISCERN February 2015 - Present
DISCERN June 2014 - Present
DISCERN January 2014 - May 2014
JPMorgan Chase June 2013 - July 2013
Amici Capital LLC January 2013 - February 2013
Sandler O'Neill & Partners, L.P. June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Valuation, Financial Modeling, Research, Salesforce.com..., DemandTools, SaaS, Finance
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Political Science and Government
New York University School of Continuing and Professional Studies
Financial Analysis
Woodberry Forest School
DISCERN February 2015 - Present
DISCERN June 2014 - Present
DISCERN January 2014 - May 2014
JPMorgan Chase June 2013 - July 2013
Amici Capital LLC January 2013 - February 2013
Sandler O'Neill & Partners, L.P. June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Valuation, Financial Modeling, Research, Salesforce.com..., DemandTools, SaaS, Finance
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Political Science and Government
New York University School of Continuing and Professional Studies
Financial Analysis
Woodberry Forest School
Jeff Gwizdala's Sandler O'Neill & Partners, L.P. Experience March 2013 - Present
Job Associate at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. March 2013 - Present
River Branch Capital September 2012 - March 2013
Keefe, Bruyette & Woods July 2010 - September 2012
Donnelly Penman & Partners June 2009 - August 2009
Skills
Financial Modeling
Education
Northwood University 2006 — 2010
BBA, Finance and Accounting
Sandler O'Neill & Partners, L.P. March 2013 - Present
River Branch Capital September 2012 - March 2013
Keefe, Bruyette & Woods July 2010 - September 2012
Donnelly Penman & Partners June 2009 - August 2009
Skills
Financial Modeling
Education
Northwood University 2006 — 2010
BBA, Finance and Accounting
Henry Holmes's Sandler O'Neill & Partners, L.P. Experience June 2015 - Present
Job Junior at Colby College Interested in Financial Services
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. June 2015 - Present
Cleveland Browns July 2014 - August 2014
Helix Linear Technologies June 2013 - August 2013
Mayfran International August 2012 - August 2012
Keewaydin Camp June 2012 - July 2012
Skills
Bloomberg Terminal, FactSet, SNL Financial, Microsoft Office, Research, Financial Analysis, Writing, Public Speaking, Leadership, Fundraising
Education
Colby College 2012 — 2016
Political Science and Government
Woodberry Forest School 2009 — 2012
Sandler O'Neill & Partners, L.P. June 2015 - Present
Cleveland Browns July 2014 - August 2014
Helix Linear Technologies June 2013 - August 2013
Mayfran International August 2012 - August 2012
Keewaydin Camp June 2012 - July 2012
Skills
Bloomberg Terminal, FactSet, SNL Financial, Microsoft Office, Research, Financial Analysis, Writing, Public Speaking, Leadership, Fundraising
Education
Colby College 2012 — 2016
Political Science and Government
Woodberry Forest School 2009 — 2012
Kristina McDermott Kristina McDermott's Sandler O'Neill & Partners, L.P. Experience July 2015 - Present
Job Student at Elon University
Industry
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Education
Elon University 2013 — 2017
Finance, General
Curtin University 2015 — 2015
Sociology and Anthropology
Sandler O'Neill & Partners, L.P. July 2015 - Present
Education
Elon University 2013 — 2017
Finance, General
Curtin University 2015 — 2015
Sociology and Anthropology
Betsy Miller Frank Betsy Miller Frank's Sandler O'Neill & Partners, L.P. Experience May 2004 - August 2007
Job Director, Investor Relations at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2011 - Present
Goldman Sachs August 2007 - July 2009
Sandler O'Neill & Partners, L.P. May 2004 - August 2007
Skills
Equity Research, Investor Relations, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Fixed Income, Alternative Investments, Series 7, Valuation, Bloomberg, Financial Analysis, Securities
Education
Southern Methodist University 1998 — 2002
Bachelor's Degree, Finance, General
University College, Oxford 2000 — 2000
summer program, 2000
E*TRADE Financial Corporation May 2011 - Present
Goldman Sachs August 2007 - July 2009
Sandler O'Neill & Partners, L.P. May 2004 - August 2007
Skills
Equity Research, Investor Relations, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Fixed Income, Alternative Investments, Series 7, Valuation, Bloomberg, Financial Analysis, Securities
Education
Southern Methodist University 1998 — 2002
Bachelor's Degree, Finance, General
University College, Oxford 2000 — 2000
summer program, 2000
Matt McInnis Matt McInnis's Sandler O'Neill & Partners, L.P. Experience May 2013 - August 2013
Job Strategic Project Manager and Vice President at High Point Bank
Industry Banking
Experience
High Point Bank August 2014 - Present
Sandler O'Neill & Partners, L.P. May 2013 - August 2013
SunTrust Bank February 2008 - April 2012
SunTrust Bank September 2007 - February 2008
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor's degree, Economics
High Point Bank August 2014 - Present
Sandler O'Neill & Partners, L.P. May 2013 - August 2013
SunTrust Bank February 2008 - April 2012
SunTrust Bank September 2007 - February 2008
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor's degree, Economics
Ron Kazel's Sandler O'Neill & Partners, L.P. Experience November 1991 - January 1996
Job Principal at Kalliam Capital
Industry Financial Services
Experience
Kalliam Capital LLC July 2013 - Present
Blueprint Capital REIT, Inc. November 2014 - Present
Annaly Capital Management, Inc. December 2001 - June 2013
CreXus Investment Corp. September 2009 - May 2013
Prodesse Investment Limited April 2005 - April 2010
Friedman, Billings, Ramsey & Co. Inc. February 1996 - October 2001
Sandler O'Neill & Partners, L.P. November 1991 - January 1996
Skills
Business Strategy, Strategic Planning, Capital Markets, Investment Banking, Asset Management, Investments, Structured Finance, Fixed Income, Securities, Investment Management, Valuation, Bonds, Due Diligence, Financial Services, Asset Managment, Financial Modeling, Corporate Finance, Private Placements, Finance, Equities, Bloomberg, Private Equity, Series 63, Alternative Investments, Hedge Funds, Trading, Financial Markets, Structured Products, Financial Structuring, Investment Strategies, Investment Advisory, Venture Capital, Securitization, Mergers, Corporate Development, Relationship Management, Mergers & Acquisitions
Education
New York University 1988 — 1991
BS, Finance, Management and Organizational Behavior
Montana State University-Bozeman 1986 — 1988
Kalliam Capital LLC July 2013 - Present
Blueprint Capital REIT, Inc. November 2014 - Present
Annaly Capital Management, Inc. December 2001 - June 2013
CreXus Investment Corp. September 2009 - May 2013
Prodesse Investment Limited April 2005 - April 2010
Friedman, Billings, Ramsey & Co. Inc. February 1996 - October 2001
Sandler O'Neill & Partners, L.P. November 1991 - January 1996
Skills
Business Strategy, Strategic Planning, Capital Markets, Investment Banking, Asset Management, Investments, Structured Finance, Fixed Income, Securities, Investment Management, Valuation, Bonds, Due Diligence, Financial Services, Asset Managment, Financial Modeling, Corporate Finance, Private Placements, Finance, Equities, Bloomberg, Private Equity, Series 63, Alternative Investments, Hedge Funds, Trading, Financial Markets, Structured Products, Financial Structuring, Investment Strategies, Investment Advisory, Venture Capital, Securitization, Mergers, Corporate Development, Relationship Management, Mergers & Acquisitions
Education
New York University 1988 — 1991
BS, Finance, Management and Organizational Behavior
Montana State University-Bozeman 1986 — 1988
Nicholas Cucharale Nicholas Cucharale's Sandler O'Neill & Partners, L.P. Experience April 2014 - Present
Job Vice President, Equity Research, Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. April 2014 - Present
AllianceBernstein April 2012 - April 2014
AllianceBernstein April 2011 - March 2012
AllianceBernstein February 2008 - March 2011
Skills
Series 7, Asset Management, Portfolio Management, Hedge Funds, Asset Managment, Equities, Alternative Investments, Asset Allocation, Fixed Income, Investment Strategies, Financial Modeling, Bloomberg
Education
College of the Holy Cross 2003 — 2007
Sandler O'Neill & Partners, L.P. April 2014 - Present
AllianceBernstein April 2012 - April 2014
AllianceBernstein April 2011 - March 2012
AllianceBernstein February 2008 - March 2011
Skills
Series 7, Asset Management, Portfolio Management, Hedge Funds, Asset Managment, Equities, Alternative Investments, Asset Allocation, Fixed Income, Investment Strategies, Financial Modeling, Bloomberg
Education
College of the Holy Cross 2003 — 2007
Jessica Martino Jessica Martino's Sandler O'Neill & Partners, L.P. Experience August 2014 - Present
Job IBG Analyst at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. August 2014 - Present
Campus Crest April 2014 - August 2014
Campus Crest November 2013 - April 2014
Campus Crest August 2012 - March 2014
Holiday On Ice October 2011 - April 2012
Tom Martino Racing, LLC January 2005 - November 2011
Woodstock Ice Productions, Inc. May 2011 - August 2011
NBCUniversal, Inc. June 2010 - September 2010
Universal Music Enterprises June 2009 - September 2009
Burstein Company June 2008 - September 2008
Skills
Microsoft Excel, Data Analysis, Analysis, Inventory Management, Market Research, Marketing, Public Relations, Microsoft Office, Social Networking, Social Media, PowerPoint, Event Planning, Social Media Marketing, Research, Facebook, Marketing Strategy, Event Management, Advertising, Entertainment, Digital Media, Media Relations, Sales Analysis, Budgets, Decks
Education
University of California, Los Angeles 2007 — 2010
B.A., Economics
Sandler O'Neill & Partners, L.P. August 2014 - Present
Campus Crest April 2014 - August 2014
Campus Crest November 2013 - April 2014
Campus Crest August 2012 - March 2014
Holiday On Ice October 2011 - April 2012
Tom Martino Racing, LLC January 2005 - November 2011
Woodstock Ice Productions, Inc. May 2011 - August 2011
NBCUniversal, Inc. June 2010 - September 2010
Universal Music Enterprises June 2009 - September 2009
Burstein Company June 2008 - September 2008
Skills
Microsoft Excel, Data Analysis, Analysis, Inventory Management, Market Research, Marketing, Public Relations, Microsoft Office, Social Networking, Social Media, PowerPoint, Event Planning, Social Media Marketing, Research, Facebook, Marketing Strategy, Event Management, Advertising, Entertainment, Digital Media, Media Relations, Sales Analysis, Budgets, Decks
Education
University of California, Los Angeles 2007 — 2010
B.A., Economics
David McCallion David McCallion's Sandler O'Neill & Partners, L.P. Experience November 2013 - Present
Job Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. November 2013 - Present
Wasatch Funds August 2011 - May 2012
Marathon Asset Management April 2006 - May 2011
Marathon Asset Management Singapore December 2006 - October 2007
Morgan Stanley Investment Management March 2005 - April 2006
Skills
Investments, Valuation, Financial Modeling, Capital Markets, Derivatives, Fixed Income, Asset Managment, Finance, Bloomberg, Financial Analysis, Bonds, Alternative Investments, Trading, Asset Management, Business Analysis, Bloomberg Terminal, Hedge Funds, Due Diligence, Emerging Markets, Portfolio Management, Equities, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance & Investments
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelors of Science
St. Anthony's High School 1996 — 2000
Sandler O'Neill & Partners, L.P. November 2013 - Present
Wasatch Funds August 2011 - May 2012
Marathon Asset Management April 2006 - May 2011
Marathon Asset Management Singapore December 2006 - October 2007
Morgan Stanley Investment Management March 2005 - April 2006
Skills
Investments, Valuation, Financial Modeling, Capital Markets, Derivatives, Fixed Income, Asset Managment, Finance, Bloomberg, Financial Analysis, Bonds, Alternative Investments, Trading, Asset Management, Business Analysis, Bloomberg Terminal, Hedge Funds, Due Diligence, Emerging Markets, Portfolio Management, Equities, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance & Investments
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelors of Science
St. Anthony's High School 1996 — 2000
Adam Waite's Sandler O'Neill & Partners, L.P. Experience July 2014 - Present
Job Associate Financial Technology M&A at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2014 - Present
Northwestern University August 2011 - June 2014
Evercore Partners June 2013 - August 2013
Beach Point Capital Management July 2011 - August 2011
Cambridge Associates July 2006 - July 2011
Cambridge Associates July 2006 - July 2010
Skills
Hedge Funds, Alternative Investments, Due Diligence, Asset Allocation, Financial Analysis, Equities, Fixed Income, Economics, Derivatives, Investment Management, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance
Northwestern University School of Law 2011 — 2014
JD
Bates College 2000 — 2004
BS, Economics
The Hotchkiss School 1999 — 2000
Sandler O'Neill & Partners, L.P. July 2014 - Present
Northwestern University August 2011 - June 2014
Evercore Partners June 2013 - August 2013
Beach Point Capital Management July 2011 - August 2011
Cambridge Associates July 2006 - July 2011
Cambridge Associates July 2006 - July 2010
Skills
Hedge Funds, Alternative Investments, Due Diligence, Asset Allocation, Financial Analysis, Equities, Fixed Income, Economics, Derivatives, Investment Management, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance
Northwestern University School of Law 2011 — 2014
JD
Bates College 2000 — 2004
BS, Economics
The Hotchkiss School 1999 — 2000
Tracy Holden Krumme's Sandler O'Neill & Partners, L.P. Experience 1992 - 1996
Job Vice President, Investor Relations
Industry Information Technology and Services
Experience
NCR Corporation January 2013 - Present
Fuel Tech Inc. September 2002 - December 2012
Hollinger International Inc. 1997 - 2002
The Financial Relations Board/ Weber Shandwick 1996 - 1997
Sandler O'Neill & Partners, L.P. 1992 - 1996
Prudential Securities 1990 - 1992
Kidder Peabody (London) 1989 - 1990
Skills
Investor Relations, Strategic Communications, Crisis Communications, Corporate Communications, Media Relations, Contract Negotiation, Thought Leadership, Internal Communications, Integrated Marketing, Negotiation, Message Development, Public Relations, Investment Banking, Investment Strategies, Strategy, Project Management, Equity Research, Mergers & Acquisitions, Strategic Planning, Capital Markets, Finance, Financial Modeling, Financial Services, Equities
Education
Syracuse University London Center, London, England 1988 — 1989
International Finance Program
Denison University 1985 — 1989
Bachelor of Arts (B.A.)
NCR Corporation January 2013 - Present
Fuel Tech Inc. September 2002 - December 2012
Hollinger International Inc. 1997 - 2002
The Financial Relations Board/ Weber Shandwick 1996 - 1997
Sandler O'Neill & Partners, L.P. 1992 - 1996
Prudential Securities 1990 - 1992
Kidder Peabody (London) 1989 - 1990
Skills
Investor Relations, Strategic Communications, Crisis Communications, Corporate Communications, Media Relations, Contract Negotiation, Thought Leadership, Internal Communications, Integrated Marketing, Negotiation, Message Development, Public Relations, Investment Banking, Investment Strategies, Strategy, Project Management, Equity Research, Mergers & Acquisitions, Strategic Planning, Capital Markets, Finance, Financial Modeling, Financial Services, Equities
Education
Syracuse University London Center, London, England 1988 — 1989
International Finance Program
Denison University 1985 — 1989
Bachelor of Arts (B.A.)
Angelo Mangia Angelo Mangia's Sandler O'Neill & Partners, L.P. Experience 1995 - 2001
Job AttorneyatLaw / Management Consultant
Industry Law Practice
Experience
Angelo J. Mangia, Attorney-at-Law June 2011 - Present
Standard Funding Corp. June 2001 - 2011
Sandler O'Neill & Partners, L.P. 1995 - 2001
New York State Senate 1983 - 1994
Skills
Mergers & Acquisitions, Risk Management, Public Policy, Insurance, Strategy, Strategic Planning, Leadership, Finance, Executive Management, Legislation, Negotiation, General Practice of Law, Non-profits, Banking
Education
Saint John's University School of Law
J.D., Law
Georgetown University
A.B., cum laude, Government; Economics minor
Brooklyn Prep
Angelo J. Mangia, Attorney-at-Law June 2011 - Present
Standard Funding Corp. June 2001 - 2011
Sandler O'Neill & Partners, L.P. 1995 - 2001
New York State Senate 1983 - 1994
Skills
Mergers & Acquisitions, Risk Management, Public Policy, Insurance, Strategy, Strategic Planning, Leadership, Finance, Executive Management, Legislation, Negotiation, General Practice of Law, Non-profits, Banking
Education
Saint John's University School of Law
J.D., Law
Georgetown University
A.B., cum laude, Government; Economics minor
Brooklyn Prep
Michael Brocious Michael Brocious's Sandler O'Neill & Partners, L.P. Experience June 2012 - August 2012
Job Investment Banking Associate at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross January 2015 - Present
Stout Risius Ross June 2013 - December 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Microsoft Office, Accounting, Microsoft Word, Finance, Valuation, DCF, Investments, Corporate Finance, Private Equity, LBO
Education
Indiana University Bloomington 2009 — 2013
BS, Finance
London School of Economics and Political Science 2011 — 2011
Stout Risius Ross January 2015 - Present
Stout Risius Ross June 2013 - December 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Investment Banking, Bloomberg, Financial Modeling, Capital Markets, Microsoft Office, Accounting, Microsoft Word, Finance, Valuation, DCF, Investments, Corporate Finance, Private Equity, LBO
Education
Indiana University Bloomington 2009 — 2013
BS, Finance
London School of Economics and Political Science 2011 — 2011
Tom Killian Tom Killian's Sandler O'Neill & Partners, L.P. Experience January 1992 - Present
Job Principal at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. January 1992 - Present
J.P. Morgan September 1987 - December 1991
Salomon Brothers July 1985 - August 1987
Bank of America August 1979 - July 1985
Skills
Capital Markets, Valuation, Corporate Finance, Investment Banking, Mergers, Private Equity, Financial Modeling, Due Diligence, Banking, Structured Finance, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Accounting and Finance
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science (BS), Industrial Relations
Sandler O'Neill & Partners, L.P. January 1992 - Present
J.P. Morgan September 1987 - December 1991
Salomon Brothers July 1985 - August 1987
Bank of America August 1979 - July 1985
Skills
Capital Markets, Valuation, Corporate Finance, Investment Banking, Mergers, Private Equity, Financial Modeling, Due Diligence, Banking, Structured Finance, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1982 — 1985
MBA, Accounting and Finance
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor of Science (BS), Industrial Relations
Christian Ruiz-Jacinto Christian Ruiz-Jacinto's Sandler O'Neill & Partners, L.P. Experience September 2009 - July 2013
Job Student at College of the Holy Cross
Industry
Experience
Cristo Rey New York High School July 2015 - August 2015
College of the Holy Cross January 2015 - May 2015
West Care Medical Associates December 2014 - January 2015
West Care Medical Associates June 2014 - August 2014
Sandler O'Neill & Partners, L.P. September 2009 - July 2013
Education
College of the Holy Cross 2013 — 2017
Bachelor's Degree
Cristo Rey New York High School July 2015 - August 2015
College of the Holy Cross January 2015 - May 2015
West Care Medical Associates December 2014 - January 2015
West Care Medical Associates June 2014 - August 2014
Sandler O'Neill & Partners, L.P. September 2009 - July 2013
Education
College of the Holy Cross 2013 — 2017
Bachelor's Degree
Amanda Gilman Amanda Gilman's Sandler O'Neill & Partners, L.P. Experience December 2014 - 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
Dan Wychulis Dan Wychulis's Sandler O'Neill & Partners, L.P. Experience 1998 - 2000
Job Managing Director Business Development
Industry Internet
Experience
RealConnex August 2015 - Present
JMP Group May 2000 - March 2015
JMP Securities 2000 - 2002
Sandler O'Neill & Partners, L.P. 1998 - 2000
Morgan, Lewis & Bockius LLP 1997 - 1998
Grey Group 1996 - 1997
Skills
Business Development, Fundraising, Startup Development, Equities, Capital Markets, Hedge Funds, Series 7, Equity Research, Bloomberg, Sales Management, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Series 24, Series 63, Equity Trading, Institutional Sales, Investment Banking, Equity Valuation, Equity Capital Markets, Asset Management, Corporate Finance, Venture Capital, Internet Strategy, Digital Marketing, Corporate Management, Capital Structure
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), International Relations and Affairs
Delbarton School
High School
RealConnex August 2015 - Present
JMP Group May 2000 - March 2015
JMP Securities 2000 - 2002
Sandler O'Neill & Partners, L.P. 1998 - 2000
Morgan, Lewis & Bockius LLP 1997 - 1998
Grey Group 1996 - 1997
Skills
Business Development, Fundraising, Startup Development, Equities, Capital Markets, Hedge Funds, Series 7, Equity Research, Bloomberg, Sales Management, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Series 24, Series 63, Equity Trading, Institutional Sales, Investment Banking, Equity Valuation, Equity Capital Markets, Asset Management, Corporate Finance, Venture Capital, Internet Strategy, Digital Marketing, Corporate Management, Capital Structure
Education
Georgetown University 1992 — 1996
Bachelor of Arts (B.A.), International Relations and Affairs
Delbarton School
High School
Jack Rainer Jack Rainer's Sandler O'Neill & Partners, L.P. Experience June 2003 - August 2003
Job Financial Services Professional
Industry Financial Services
Experience
Career Personnel Service, Inc. December 2013 - August 2014
Morgan Keegan & Co Inc June 2004 - April 2012
Sandler O'Neill & Partners, L.P. June 2003 - August 2003
Sterne, Agee & Leach, Inc January 1999 - January 2002
American Event Tents January 1995 - January 1998
Skills
Equity Trading, Capital Markets, FINRA, Trading, Equities, Series 63, Bloomberg, Securities, Investments
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Auburn University
Bachelor of Science (B.S.), Finance
Career Personnel Service, Inc. December 2013 - August 2014
Morgan Keegan & Co Inc June 2004 - April 2012
Sandler O'Neill & Partners, L.P. June 2003 - August 2003
Sterne, Agee & Leach, Inc January 1999 - January 2002
American Event Tents January 1995 - January 1998
Skills
Equity Trading, Capital Markets, FINRA, Trading, Equities, Series 63, Bloomberg, Securities, Investments
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Auburn University
Bachelor of Science (B.S.), Finance
Seth Hoskins's Sandler O'Neill & Partners, L.P. Experience July 2015 - Present
Job Investment Banking Analyst at Sandler O'Neill & Partners, L.P.
Industry Banking
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Federal Deposit Insurance Corporation 2013 - 2015
PwC 2012 - 2013
Rex Encore LLC June 2012 - September 2012
The Boeing Company May 2011 - August 2011
World Trade Center, Saint Louis February 2011 - May 2011
Education
University of Missouri-Saint Louis
Bachelor of Science (Dual), Finance, International Business, 4.0
CFA Institute
Passed Level I of the CFA Program
Sandler O'Neill & Partners, L.P. July 2015 - Present
Federal Deposit Insurance Corporation 2013 - 2015
PwC 2012 - 2013
Rex Encore LLC June 2012 - September 2012
The Boeing Company May 2011 - August 2011
World Trade Center, Saint Louis February 2011 - May 2011
Education
University of Missouri-Saint Louis
Bachelor of Science (Dual), Finance, International Business, 4.0
CFA Institute
Passed Level I of the CFA Program
Emily Cummings Emily Cummings's Sandler O'Neill & Partners, L.P. Experience June 2014 - August 2014
Job Student at Dartmouth College
Industry
Experience
Dartmouth Vietnam Project June 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - August 2014
INTERMIX June 2013 - August 2013
Michael Kors June 2012 - August 2012
Skills
Public Speaking, Leadership, Research, Sales, PowerPoint, Social Media
Education
Dartmouth College 2013 — 2017
Bachelor of Arts (B.A.), History, Government
Nightingale Bamford School 2000 — 2013
High School
Dartmouth Vietnam Project June 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - August 2014
INTERMIX June 2013 - August 2013
Michael Kors June 2012 - August 2012
Skills
Public Speaking, Leadership, Research, Sales, PowerPoint, Social Media
Education
Dartmouth College 2013 — 2017
Bachelor of Arts (B.A.), History, Government
Nightingale Bamford School 2000 — 2013
High School
James Colbert James Colbert's Sandler O'Neill & Partners, L.P. Experience December 2000 - October 2014
Job Associate Director at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. December 2000 - October 2014
Education
Duke University 1996 — 2000
Bachelor's degree, Economics
Sandler O'Neill & Partners, L.P. December 2000 - October 2014
Education
Duke University 1996 — 2000
Bachelor's degree, Economics
Kimberly Lin Kimberly Lin's Sandler O'Neill & Partners, L.P. Experience August 2011 - March 2013
Job Manager, Financial Planning & Analysis at Sony/ATV
Industry Music
Experience
Sony/ATV March 2014 - Present
Sony/ATV March 2013 - March 2014
Sandler O'Neill & Partners, L.P. August 2011 - March 2013
Piper Jaffray July 2010 - August 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor's Degree, Economics
Sony/ATV March 2014 - Present
Sony/ATV March 2013 - March 2014
Sandler O'Neill & Partners, L.P. August 2011 - March 2013
Piper Jaffray July 2010 - August 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor's Degree, Economics
Michael Thaden Michael Thaden's Sandler O'Neill & Partners, L.P. Experience June 2013 - June 2015
Job Associate at Castle Creek Capital LLC
Industry Financial Services
Experience
Castle Creek Capital LLC July 2015 - Present
Sandler O'Neill & Partners, L.P. June 2013 - June 2015
Text2Give, Inc. December 2012 - May 2013
Chapel Hill Country Club May 2010 - August 2012
Country Club Services, Inc. June 2009 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Data Analysis, Corporate Finance, Valuation, Customer Service, Financial Analysis
Education
University of North Carolina at Chapel Hill 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Castle Creek Capital LLC July 2015 - Present
Sandler O'Neill & Partners, L.P. June 2013 - June 2015
Text2Give, Inc. December 2012 - May 2013
Chapel Hill Country Club May 2010 - August 2012
Country Club Services, Inc. June 2009 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Data Analysis, Corporate Finance, Valuation, Customer Service, Financial Analysis
Education
University of North Carolina at Chapel Hill 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Nader Sharif-Emami's Sandler O'Neill & Partners, L.P. Experience August 2015 - August 2015
Job Equity Research Intern at Rebellion Research
Industry Investment Management
Experience
Sandler O'Neill & Partners, L.P. August 2015 - August 2015
Rebellion Research May 2015 - August 2015
The Claremont Group May 2014 - July 2014
Family July 2013 - August 2013
NYC Lacrosse Camps June 2013 - July 2013
NYC Lacrosse Camps June 2012 - July 2012
NYC Lacrosse Camps June 2011 - July 2011
NYC Lacrosse Camps June 2010 - July 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Time Management, Editing, Spanish, Facebook
Education
Bucknell University 2013 — 2017
Bachelor of Arts (B.A.), Economics, Sophomore
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor's Degree, Economics
The Lawrenceville School 2009 — 2013
High School
Sandler O'Neill & Partners, L.P. August 2015 - August 2015
Rebellion Research May 2015 - August 2015
The Claremont Group May 2014 - July 2014
Family July 2013 - August 2013
NYC Lacrosse Camps June 2013 - July 2013
NYC Lacrosse Camps June 2012 - July 2012
NYC Lacrosse Camps June 2011 - July 2011
NYC Lacrosse Camps June 2010 - July 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Time Management, Editing, Spanish, Facebook
Education
Bucknell University 2013 — 2017
Bachelor of Arts (B.A.), Economics, Sophomore
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor's Degree, Economics
The Lawrenceville School 2009 — 2013
High School
Zach Goldstein's Sandler O'Neill & Partners, L.P. Experience June 2012 - August 2012
Job Business Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
BlackRock June 2013 - August 2013
J.P. Morgan April 2013 - June 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Post Acute Partners June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork, Public Speaking, Windows, English, Analysis, Financial Modeling, Leadership, Management, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor's degree, Economics
Mamaroneck High School 2006 — 2010
High School Degree
BlackRock August 2014 - Present
BlackRock June 2013 - August 2013
J.P. Morgan April 2013 - June 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Post Acute Partners June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork, Public Speaking, Windows, English, Analysis, Financial Modeling, Leadership, Management, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor's degree, Economics
Mamaroneck High School 2006 — 2010
High School Degree
Andrew Russo CAIA's Sandler O'Neill & Partners, L.P. Experience July 2011 - August 2012
Job Product Specialist
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
Merrill Lynch 2013 - 2014
Sandler O'Neill & Partners, L.P. July 2011 - August 2012
Sandler O'Neill & Partners, L.P. May 2010 - August 2010
Skills
Finance, Financial Analysis, Legal Writing, Project Planning, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Market Research, Team Leadership, Sales, Securities
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Merrill Lynch 2013 - Present
Merrill Lynch 2013 - 2014
Sandler O'Neill & Partners, L.P. July 2011 - August 2012
Sandler O'Neill & Partners, L.P. May 2010 - August 2010
Skills
Finance, Financial Analysis, Legal Writing, Project Planning, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Market Research, Team Leadership, Sales, Securities
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Jonathan Kowalczyk's Sandler O'Neill & Partners, L.P. Experience June 2015 - Present
Job Equity sales and trade summer intern at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. June 2015 - Present
Market Bistro May 2014 - April 2015
JLD and Associates May 2014 - August 2014
Latham soccer club January 2014 - April 2014
American Capital March 2012 - April 2012
Skills
Bloomberg, Trading, Valuation, Equity Research, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FactSet, SNL
Education
Siena College 2012 — 2016
Psychology, Management minor
The Wheatley high school 2008 — 2012
Sandler O'Neill & Partners, L.P. June 2015 - Present
Market Bistro May 2014 - April 2015
JLD and Associates May 2014 - August 2014
Latham soccer club January 2014 - April 2014
American Capital March 2012 - April 2012
Skills
Bloomberg, Trading, Valuation, Equity Research, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FactSet, SNL
Education
Siena College 2012 — 2016
Psychology, Management minor
The Wheatley high school 2008 — 2012
Adam Begin's Sandler O'Neill & Partners, L.P. Experience July 2014 - Present
Job Investment Banking Analyst at Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Century Capital Management May 2012 - February 2013
Merrill Lynch July 2011 - September 2011
Skills
Microsoft Office, Capital IQ, Bloomberg, Outlook, Financial Modeling, Private Equity, Analysis, LBO, Finance, Cash Flow Forecasting, DCF, Financial Analysis, Investments, Microsoft Excel
Education
Bentley University 2010 — 2014
Bachelor's Degree, Finance and Liberal Studies, Minor in Accounting
Wall Street Prep 2012 — 2012
Valuation Boot Camp
Sandler O'Neill & Partners, L.P. July 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Century Capital Management May 2012 - February 2013
Merrill Lynch July 2011 - September 2011
Skills
Microsoft Office, Capital IQ, Bloomberg, Outlook, Financial Modeling, Private Equity, Analysis, LBO, Finance, Cash Flow Forecasting, DCF, Financial Analysis, Investments, Microsoft Excel
Education
Bentley University 2010 — 2014
Bachelor's Degree, Finance and Liberal Studies, Minor in Accounting
Wall Street Prep 2012 — 2012
Valuation Boot Camp
Christopher Massood Christopher Massood's Sandler O'Neill & Partners, L.P. Experience June 2013 - August 2013
Job Audit Associate Alternative Investments KPMG
Industry Accounting
Experience
KPMG US December 2014 - Present
Massood & Company PA CPA's June 2011 - December 2014
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Thomasville Home Furnishings June 2001 - June 2011
Skills
Bookkeeping, Financial Reporting, Accounting, Microsoft Excel, Business Planning, Microsoft Office, Financial Analysis, Time Management, PowerPoint, Teamwork, General Ledger, Account Reconciliation, Accounts Payable, QuickBooks, Financial Accounting, Microsoft Word, Social Media, Facebook
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
KPMG US December 2014 - Present
Massood & Company PA CPA's June 2011 - December 2014
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Thomasville Home Furnishings June 2001 - June 2011
Skills
Bookkeeping, Financial Reporting, Accounting, Microsoft Excel, Business Planning, Microsoft Office, Financial Analysis, Time Management, PowerPoint, Teamwork, General Ledger, Account Reconciliation, Accounts Payable, QuickBooks, Financial Accounting, Microsoft Word, Social Media, Facebook
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
J Guderyon J Guderyon's Sandler O'Neill & Partners, L.P. Experience June 2007 - October 2010
Job Managing Partner at Crest Capital LLC
Industry Financial Services
Experience
Crest Capital LLC January 2015 - Present
JDG Holdings LLC September 2012 - Present
Ranieri Financial Services January 2011 - September 2012
Sandler O'Neill & Partners, L.P. June 2007 - October 2010
SunTrust Robinson Humphrey May 2006 - June 2007
Scotiabank September 2003 - May 2006
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Investments, Financial Modeling, Equities, Mergers & Acquisitions, Hedge Funds, Venture Capital, Corporate Development, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance, General
Crest Capital LLC January 2015 - Present
JDG Holdings LLC September 2012 - Present
Ranieri Financial Services January 2011 - September 2012
Sandler O'Neill & Partners, L.P. June 2007 - October 2010
SunTrust Robinson Humphrey May 2006 - June 2007
Scotiabank September 2003 - May 2006
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Investments, Financial Modeling, Equities, Mergers & Acquisitions, Hedge Funds, Venture Capital, Corporate Development, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance, General
Emmett Daly Emmett Daly's Sandler O'Neill & Partners, L.P. Experience 2003 - Present
Job Partner at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2003 - Present
Merrill Lynch 2000 - 2003
Keefe Bruyette & Woods 1987 - 1999
Education
University of North Carolina at Chapel Hill 1985 — 1987
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Economics
Sandler O'Neill & Partners, L.P. 2003 - Present
Merrill Lynch 2000 - 2003
Keefe Bruyette & Woods 1987 - 1999
Education
University of North Carolina at Chapel Hill 1985 — 1987
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1978 — 1982
Bachelor of Arts (B.A.), Economics
David Rold David Rold's Sandler O'Neill & Partners, L.P. Experience June 2012 - August 2012
Job Equity Research Associate at Needham & Company (IT Hardware/Enterprise Storage/Cloud Infrastructure)
Industry Financial Services
Experience
Needham & Company August 2012 - Present
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Research, Valuation
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Needham & Company August 2012 - Present
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Research, Valuation
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Ashley Dunklebarger Ashley Dunklebarger's Sandler O'Neill & Partners, L.P. Experience June 2004 - August 2004
Job North Texas Customer Service Director at U.S. General Services Administration
Industry Government Relations
Experience
GSA April 2011 - Present
GSA July 2007 - Present
GSA July 2005 - July 2007
Sandler O'Neill & Partners, L.P. June 2004 - August 2004
Skills
Leadership, Management, Program Management, Financial Analysis, Government Contracting, Market Research, Customer Service, Strategy, Government Procurement, Proposal Writing, Data Analysis, Social Media, Public Speaking, Microsoft Excel, Event Planning, Microsoft Office, Financial Reporting, Marketing Strategy, Building Relationships, Relationship Management, Vendor Relationships, Long-term Customer..., Organization, Strategic Thinking
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (MBA)
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Finance
GSA April 2011 - Present
GSA July 2007 - Present
GSA July 2005 - July 2007
Sandler O'Neill & Partners, L.P. June 2004 - August 2004
Skills
Leadership, Management, Program Management, Financial Analysis, Government Contracting, Market Research, Customer Service, Strategy, Government Procurement, Proposal Writing, Data Analysis, Social Media, Public Speaking, Microsoft Excel, Event Planning, Microsoft Office, Financial Reporting, Marketing Strategy, Building Relationships, Relationship Management, Vendor Relationships, Long-term Customer..., Organization, Strategic Thinking
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (MBA)
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Finance
Emma Stein Emma Stein's Sandler O'Neill & Partners, L.P. Experience March 2012 - June 2012
Job Editorial Assistant at St. Martin's Press
Industry Publishing
Experience
St. Martin's Press February 2015 - Present
Hilsinger-Mendelson August 2014 - February 2015
Writers House June 2014 - August 2014
4x4 September 2013 - May 2014
Columbia Journal of Literary Criticism September 2013 - May 2014
Random House January 2013 - December 2013
Macmillan May 2013 - August 2013
Whitney Museum of American Art September 2012 - December 2012
The Office of the Governor of New York State May 2012 - August 2012
Sandler O'Neill & Partners, L.P. March 2012 - June 2012
Skills
InCopy, Wordpress, Transcription, Copy Editing, Press Releases, Speech Writing, Research, Proofreading, Fact-checking, Journalism, Editing, Blogging, Ap Style, Tumblr, Editorial, InDesign, Social Media, Facebook, News Writing, Creative Writing, K4, Copywriting
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (BA), English Language and Literature and Business Management
Newark Academy 2006 — 2010
St. Martin's Press February 2015 - Present
Hilsinger-Mendelson August 2014 - February 2015
Writers House June 2014 - August 2014
4x4 September 2013 - May 2014
Columbia Journal of Literary Criticism September 2013 - May 2014
Random House January 2013 - December 2013
Macmillan May 2013 - August 2013
Whitney Museum of American Art September 2012 - December 2012
The Office of the Governor of New York State May 2012 - August 2012
Sandler O'Neill & Partners, L.P. March 2012 - June 2012
Skills
InCopy, Wordpress, Transcription, Copy Editing, Press Releases, Speech Writing, Research, Proofreading, Fact-checking, Journalism, Editing, Blogging, Ap Style, Tumblr, Editorial, InDesign, Social Media, Facebook, News Writing, Creative Writing, K4, Copywriting
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (BA), English Language and Literature and Business Management
Newark Academy 2006 — 2010
Pat Mullane's Sandler O'Neill & Partners, L.P. Experience June 2012 - August 2012
Job Professional Hockey Player at Ässät Pori in the SMLiiga
Industry Sports
Experience
Ässät Pori August 2015 - Present
State and Liberty Clothing Co. 2014 - Present
Rockford IceHogs June 2013 - June 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Public Speaking, Ice Hockey, Management, Investments, Highly personable, Time Management, Finance
Education
Boston College 2009 — 2013
Bachelor's degree, Economics
Avon Old Farms 2005 — 2009
Ässät Pori August 2015 - Present
State and Liberty Clothing Co. 2014 - Present
Rockford IceHogs June 2013 - June 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Public Speaking, Ice Hockey, Management, Investments, Highly personable, Time Management, Finance
Education
Boston College 2009 — 2013
Bachelor's degree, Economics
Avon Old Farms 2005 — 2009
Sheila Sullivan Sheila Sullivan's Sandler O'Neill & Partners, L.P. Experience June 2013 - August 2013
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet September 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
CapGen Financial June 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Leadership Studies
Garden City High School 2006 — 2010
FactSet September 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
CapGen Financial June 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Leadership Studies
Garden City High School 2006 — 2010
Eileen Connors Eileen Connors's Sandler O'Neill & Partners, L.P. Experience June 2012 - August 2012
Job Equity Syndicate Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2014 - Present
BMO Capital Markets July 2013 - Present
Inter American Defense Board October 2011 - May 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Bloomberg, Thomson One, French, Timeslips, TimeMatters, Legal Precision...
Education
Georgetown University 2009 — 2013
BSFS, International Politics with a Concentration in Security Studies
Stuyvesant High School 2005 — 2009
BMO Capital Markets August 2014 - Present
BMO Capital Markets July 2013 - Present
Inter American Defense Board October 2011 - May 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Bloomberg, Thomson One, French, Timeslips, TimeMatters, Legal Precision...
Education
Georgetown University 2009 — 2013
BSFS, International Politics with a Concentration in Security Studies
Stuyvesant High School 2005 — 2009
Devin Ryan's Sandler O'Neill & Partners, L.P. Experience 2004 - 2013
Job Managing Director at JMP Securities
Industry Investment Banking
Experience
JMP Group 2013 - Present
Sandler O'Neill & Partners, L.P. 2004 - 2013
Smith Barney 2002 - 2004
Education
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (B.B.A.)
JMP Group 2013 - Present
Sandler O'Neill & Partners, L.P. 2004 - 2013
Smith Barney 2002 - 2004
Education
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Brian Roy Brian Roy's Sandler O'Neill & Partners, L.P. Experience March 2014 - April 2015
Job Vice President at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Sandler O'Neill & Partners, L.P. March 2014 - April 2015
Citi August 2011 - March 2014
Babson Capital Management November 2006 - July 2009
Skills
Financial Modeling, Corporate Finance, Equity Research, Hedge Funds, Valuation, Private Equity
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Accounting and Finance
Boston College 2001 — 2005
BS, Finance, Accounting
Citi April 2015 - Present
Sandler O'Neill & Partners, L.P. March 2014 - April 2015
Citi August 2011 - March 2014
Babson Capital Management November 2006 - July 2009
Skills
Financial Modeling, Corporate Finance, Equity Research, Hedge Funds, Valuation, Private Equity
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Accounting and Finance
Boston College 2001 — 2005
BS, Finance, Accounting
Christopher Donohoe Christopher Donohoe's Sandler O'Neill & Partners, L.P. Experience July 2012 - Present
Job Managing Director, Specialty Finance at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
Christopher Memoli's Sandler O'Neill & Partners, L.P. Experience May 2004 - July 2007
Job Director, Secondary Purchasing & Sales, Alternative Investments at Capital One
Industry Financial Services
Experience
Capital One May 2012 - Present
HSBC Bank, USA July 2007 - May 2012
Sandler O'Neill & Partners, L.P. May 2004 - July 2007
Advest, Inc. April 1998 - April 2004
Skills
Community Development, Low Income Housing Tax..., Alternative Investments, Real Estate Private..., SBIC Private Equity, Agency MBS, New Markets Tax Credits, Secondary Market, Structured Finance, Bond Trading, Investments, Finance, Fixed Income, Mortgage Lending, Portfolio Management, Management, Financial Analysis, Financial Modeling, Financial Services, Derivatives, LIHTC, Due Diligence, Asset Management, Equities
Education
Boston University 1988 — 1992
Bachelor's Degree, Finance, General
Capital One May 2012 - Present
HSBC Bank, USA July 2007 - May 2012
Sandler O'Neill & Partners, L.P. May 2004 - July 2007
Advest, Inc. April 1998 - April 2004
Skills
Community Development, Low Income Housing Tax..., Alternative Investments, Real Estate Private..., SBIC Private Equity, Agency MBS, New Markets Tax Credits, Secondary Market, Structured Finance, Bond Trading, Investments, Finance, Fixed Income, Mortgage Lending, Portfolio Management, Management, Financial Analysis, Financial Modeling, Financial Services, Derivatives, LIHTC, Due Diligence, Asset Management, Equities
Education
Boston University 1988 — 1992
Bachelor's Degree, Finance, General
Gregory Giordano Gregory Giordano's Sandler O'Neill & Partners, L.P. Experience July 2015 - Present
Job Investment Banking Analyst at Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Berkery, Noyes & Co., LLC February 2014 - June 2015
Student Managed Investment Fund September 2014 - May 2015
St. Augustine Federal Credit Union August 2012 - September 2013
Skills
Mergers & Acquisitions, Investment Banking, Analysis, Equities, Capital IQ, Microsoft Excel, PowerPoint, Financial Modeling, FactSet, Social Media, Finance, Teamwork, Microsoft Office, Financial Analysis, Microsoft Word, Valuation
Education
Fordham University 2011 — 2015
Wheatley
Sandler O'Neill & Partners, L.P. July 2015 - Present
Berkery, Noyes & Co., LLC February 2014 - June 2015
Student Managed Investment Fund September 2014 - May 2015
St. Augustine Federal Credit Union August 2012 - September 2013
Skills
Mergers & Acquisitions, Investment Banking, Analysis, Equities, Capital IQ, Microsoft Excel, PowerPoint, Financial Modeling, FactSet, Social Media, Finance, Teamwork, Microsoft Office, Financial Analysis, Microsoft Word, Valuation
Education
Fordham University 2011 — 2015
Wheatley
Mike Berkemeyer's Sandler O'Neill & Partners, L.P. Experience June 2015 - Present
Job Investment Banking
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. June 2015 - Present
Grosvenor Capital Management August 2012 - June 2015
JPMorgan Chase June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachlor, Finance
Sandler O'Neill & Partners, L.P. June 2015 - Present
Grosvenor Capital Management August 2012 - June 2015
JPMorgan Chase June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachlor, Finance
Parker Hurst Parker Hurst's Sandler O'Neill & Partners, L.P. Experience 2014 - Present
Job Analyst at Sandler O'Neill & Partners, L.P.
Industry
Experience
Sandler O'Neill & Partners, L.P. 2014 - Present
Hamlin Capital Management, LLC June 2013 - August 2013
Edgewood Management May 2012 - June 2012
Skills
Valuation, Economics, Bloomberg, Financial Modeling, PowerPoint, Microsoft Excel, Financial Analysis, Research, Microsoft Office, Corporate Finance, Microsoft Word, Stata
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics
Brunswick School 2002 — 2010
High School Diploma
Sandler O'Neill & Partners, L.P. 2014 - Present
Hamlin Capital Management, LLC June 2013 - August 2013
Edgewood Management May 2012 - June 2012
Skills
Valuation, Economics, Bloomberg, Financial Modeling, PowerPoint, Microsoft Excel, Financial Analysis, Research, Microsoft Office, Corporate Finance, Microsoft Word, Stata
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics
Brunswick School 2002 — 2010
High School Diploma
Avi Barak Avi Barak's Sandler O'Neill & Partners, L.P. Experience April 2003 - Present
Job Managing Director at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. April 2003 - Present
Prudential Securities June 2002 - April 2003
Skills
Banking, Commercial Banking, Equities, Financial Institutions, Equity Research, Hedge Funds, Investments, Restructuring, Series 7, Private Equity, Valuation, Investment Banking, Bloomberg, Fixed Income, Capital Markets, Financial Modeling
Education
Cornell University 1998 — 2002
B.A., Economics; Psychology
Sandler O'Neill & Partners, L.P. April 2003 - Present
Prudential Securities June 2002 - April 2003
Skills
Banking, Commercial Banking, Equities, Financial Institutions, Equity Research, Hedge Funds, Investments, Restructuring, Series 7, Private Equity, Valuation, Investment Banking, Bloomberg, Fixed Income, Capital Markets, Financial Modeling
Education
Cornell University 1998 — 2002
B.A., Economics; Psychology
Ethan Hill's Sandler O'Neill & Partners, L.P. Experience June 2015 - August 2015
Job Government Services Intern at CHM Government Services l CHM GS l Concessions Advisory Support
Industry Financial Services
Experience
CHM Government Services l CHM GS l Concessions Advisory Support September 2015 - Present
Sandler O'Neill & Partners, L.P. June 2015 - August 2015
Pyramid Hotel Group January 2015 - January 2015
Northwestern Mutual April 2014 - August 2014
Baystate Financial Services December 2013 - January 2014
adidas July 2012 - December 2013
Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Insurance, PowerPoint, Finance, Microsoft Excel, Leadership, Microsoft Word, Customer Service, Life Insurance, Investments, Economics, Retirement, Financial Modeling, Public Speaking, Fixed Annuities, Microsoft Office, Personal Finance, Data Analysis, Financial Planning
Education
Endicott College 2013 — 2016
Bachelor of Science (BS), Finance, General
Kennett High School 2009 — 2013
CHM Government Services l CHM GS l Concessions Advisory Support September 2015 - Present
Sandler O'Neill & Partners, L.P. June 2015 - August 2015
Pyramid Hotel Group January 2015 - January 2015
Northwestern Mutual April 2014 - August 2014
Baystate Financial Services December 2013 - January 2014
adidas July 2012 - December 2013
Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Insurance, PowerPoint, Finance, Microsoft Excel, Leadership, Microsoft Word, Customer Service, Life Insurance, Investments, Economics, Retirement, Financial Modeling, Public Speaking, Fixed Annuities, Microsoft Office, Personal Finance, Data Analysis, Financial Planning
Education
Endicott College 2013 — 2016
Bachelor of Science (BS), Finance, General
Kennett High School 2009 — 2013
Darren Sun, CFA Darren Sun, CFA's Sandler O'Neill & Partners, L.P. Experience December 2012 - Present
Job Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. December 2012 - Present
Odeon Capital Group LLC October 2009 - December 2012
Neonet Securities April 2007 - April 2009
RBC Professional Trader Group, LLC November 2005 - April 2007
Education
Hamilton College 2001 — 2005
BA, Economics
Sandler O'Neill & Partners, L.P. December 2012 - Present
Odeon Capital Group LLC October 2009 - December 2012
Neonet Securities April 2007 - April 2009
RBC Professional Trader Group, LLC November 2005 - April 2007
Education
Hamilton College 2001 — 2005
BA, Economics
Daniel Cullen Daniel Cullen's Sandler O'Neill & Partners, L.P. Experience October 2012 - Present
Job Vice President Fixed Income Trading at Sandler O'Neill & Partners, L.P.
Industry Capital Markets
Experience
Sandler O'Neill & Partners, L.P. October 2012 - Present
Sandler O'Neill & Partners, L.P. January 2012 - October 2012
Sandler O'Neill & Partners, L.P. June 2011 - December 2011
Vail Resorts November 2007 - April 2010
Skills
Sales, Fixed Income, Financial Analysis, Series 7, Series 63, Bloomberg, Trading, Intex Desktop, Analysis, Business Strategy
Education
ESADE Business & Law School 2010 — 2011
MSc Finance, Capital Markets
Peking University
Emerging Markets
Babson College 2003 — 2007
BS of Business Management, Economics & Finance
Sandler O'Neill & Partners, L.P. October 2012 - Present
Sandler O'Neill & Partners, L.P. January 2012 - October 2012
Sandler O'Neill & Partners, L.P. June 2011 - December 2011
Vail Resorts November 2007 - April 2010
Skills
Sales, Fixed Income, Financial Analysis, Series 7, Series 63, Bloomberg, Trading, Intex Desktop, Analysis, Business Strategy
Education
ESADE Business & Law School 2010 — 2011
MSc Finance, Capital Markets
Peking University
Emerging Markets
Babson College 2003 — 2007
BS of Business Management, Economics & Finance
Alexander Venino's Sandler O'Neill & Partners, L.P. Experience December 2014 - May 2015
Job Associate at Century Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Capital Partners June 2015 - Present
Sandler O'Neill & Partners, L.P. December 2014 - May 2015
Sandler O'Neill & Partners, L.P. March 2013 - December 2014
Ernst & Young August 2011 - March 2013
Horizon Kinetics, LLC July 2009 - September 2009
Skills
Financial Analysis, Accounting, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Due Diligence, Financial Services, Investments, Microsoft Office, Portfolio Management, Structured Finance, Banking
Education
Boston College 2007 — 2011
Bachelor of Science, Accounting, French
Université Paris Dauphine 2010 — 2011
Finance, French
Century Capital Partners June 2015 - Present
Sandler O'Neill & Partners, L.P. December 2014 - May 2015
Sandler O'Neill & Partners, L.P. March 2013 - December 2014
Ernst & Young August 2011 - March 2013
Horizon Kinetics, LLC July 2009 - September 2009
Skills
Financial Analysis, Accounting, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Due Diligence, Financial Services, Investments, Microsoft Office, Portfolio Management, Structured Finance, Banking
Education
Boston College 2007 — 2011
Bachelor of Science, Accounting, French
Université Paris Dauphine 2010 — 2011
Finance, French
Michael Busacco Michael Busacco's Sandler O'Neill & Partners, L.P. Experience April 2009 - August 2010
Job Enterprise Infrastructure Manager at Investcorp
Industry Financial Services
Experience
Investcorp June 2013 - Present
CLS Group. August 2010 - June 2013
Sandler O'Neill & Partners, L.P. April 2009 - August 2010
FIS - Fidelity Information Services January 2006 - February 2009
Catholic Health Services of Long Island November 2002 - January 2006
Skills
Data Center Designing, IT Infrastructure..., Network Architecture, Network Design, Storage Virtualization, Project Management, Project Planning, System Administration, Solution Architecture, Systems Engineering, Network Security, IT Strategy, Vendor Management, IT Service Management, Strategic Planning, Sales, Disaster Recovery, Business Analysis, Business Development, Management, Requirements Analysis, ITIL, IT Management, Microsoft SQL Server, Process Improvement, Active Directory, Leadership, Windows Server, Customer Service, Data Center, Infrastructure, Networking, VMware, Virtualization
Education
St. John's University 1996 — 2000
Bachelor’s Degree
Investcorp June 2013 - Present
CLS Group. August 2010 - June 2013
Sandler O'Neill & Partners, L.P. April 2009 - August 2010
FIS - Fidelity Information Services January 2006 - February 2009
Catholic Health Services of Long Island November 2002 - January 2006
Skills
Data Center Designing, IT Infrastructure..., Network Architecture, Network Design, Storage Virtualization, Project Management, Project Planning, System Administration, Solution Architecture, Systems Engineering, Network Security, IT Strategy, Vendor Management, IT Service Management, Strategic Planning, Sales, Disaster Recovery, Business Analysis, Business Development, Management, Requirements Analysis, ITIL, IT Management, Microsoft SQL Server, Process Improvement, Active Directory, Leadership, Windows Server, Customer Service, Data Center, Infrastructure, Networking, VMware, Virtualization
Education
St. John's University 1996 — 2000
Bachelor’s Degree
John Mallock's Sandler O'Neill & Partners, L.P. Experience May 2015 - Present
Job Financial Institutions Group intern at Sandler O'Neill & Partners, L.P.
Industry
Experience
Sandler O'Neill & Partners, L.P. May 2015 - Present
Sterling National Bank May 2014 - August 2014
Lucky Star Leather Ltd April 2013 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Teamwork
Education
University of Pennsylvania 2012 — 2016
Candidate for BA, Economics, Minor International Relations
University of Pennsylvania 2012 — 2016
Candidate for BA-Economics. Minor-International Relations, International Relations
Sandler O'Neill & Partners, L.P. May 2015 - Present
Sterling National Bank May 2014 - August 2014
Lucky Star Leather Ltd April 2013 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Teamwork
Education
University of Pennsylvania 2012 — 2016
Candidate for BA, Economics, Minor International Relations
University of Pennsylvania 2012 — 2016
Candidate for BA-Economics. Minor-International Relations, International Relations
William Pappas's Sandler O'Neill & Partners, L.P. Experience June 1993 - April 1996
Job Chief Commercial Officer S&P/CapIQ/SNL
Industry Information Technology and Services
Experience
S&P Capital IQ September 2015 - Present
SNL Financial April 2002 - August 2015
Y-Merge.com December 1999 - March 2002
Multex April 1996 - December 1999
Sandler O'Neill & Partners, L.P. June 1993 - April 1996
Skills
New Business Development, Strategic Partnerships, Sales, Business Development, Start-ups, Strategic Planning, Strategy, Product Management, Analytics, Salesforce.com, Management, SaaS, Capital Markets, Equities, Investments, Mergers & Acquisitions
Education
Duke University 1989 — 1993
AB, Economics, History
The Pingry School 1983 — 1989
High School
S&P Capital IQ September 2015 - Present
SNL Financial April 2002 - August 2015
Y-Merge.com December 1999 - March 2002
Multex April 1996 - December 1999
Sandler O'Neill & Partners, L.P. June 1993 - April 1996
Skills
New Business Development, Strategic Partnerships, Sales, Business Development, Start-ups, Strategic Planning, Strategy, Product Management, Analytics, Salesforce.com, Management, SaaS, Capital Markets, Equities, Investments, Mergers & Acquisitions
Education
Duke University 1989 — 1993
AB, Economics, History
The Pingry School 1983 — 1989
High School
Richard Mastrangelo's Sandler O'Neill & Partners, L.P. Experience 2014 - 2015
Job Financial and Investment Banking Professional
Industry Investment Banking
Experience
Sandler O’Neill & Partners, L.P. 2014 - 2015
Sandler O’Neill & Partners, L.P. January 2009 - December 2013
Sandler O’Neill & Partners, L.P. June 2004 - December 2008
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Insurance, Strategic Planning, New Business Development, Negotiation, Finance, Bloomberg, Microsoft Office, Private Equity, Due Diligence, Management, Equities, Investments
Education
New York University 2000 — 2004
Bachelor of Science (B.S.), Finance and Management
Sandler O’Neill & Partners, L.P. 2014 - 2015
Sandler O’Neill & Partners, L.P. January 2009 - December 2013
Sandler O’Neill & Partners, L.P. June 2004 - December 2008
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Insurance, Strategic Planning, New Business Development, Negotiation, Finance, Bloomberg, Microsoft Office, Private Equity, Due Diligence, Management, Equities, Investments
Education
New York University 2000 — 2004
Bachelor of Science (B.S.), Finance and Management
Steven Sklar's Sandler O'Neill & Partners, L.P. Experience February 2012 - April 2015
Job
Industry Financial Services
Experience
Premium Point Investments April 2015 - Present
Sandler O'Neill & Partners, L.P. February 2012 - April 2015
Sandler O'Neill & Partners, L.P. August 2010 - February 2012
Sandler O'Neill & Partners, L.P. June 2008 - July 2010
Trilogy Global Advisors May 2007 - May 2008
Skills
SQL, VBA, C#, Intex, Fixed Income Analysis, JavaScript, HTML, Microsoft SQL Server, Crystal Reports, Microsoft Office, Bloomberg, Software Development, CSS, Market Data, ASP.NET MVC, F#, .NET, Entity Framework, Visual Studio, ASP.NET AJAX, TFS, WCF Services, Telerik, Polypaths, SNL, Git, Python, Silverlight, LINQ, WPF
Education
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
The London School of Economics and Political Science (LSE) 2006 — 2006
Summer Program, Economics
Premium Point Investments April 2015 - Present
Sandler O'Neill & Partners, L.P. February 2012 - April 2015
Sandler O'Neill & Partners, L.P. August 2010 - February 2012
Sandler O'Neill & Partners, L.P. June 2008 - July 2010
Trilogy Global Advisors May 2007 - May 2008
Skills
SQL, VBA, C#, Intex, Fixed Income Analysis, JavaScript, HTML, Microsoft SQL Server, Crystal Reports, Microsoft Office, Bloomberg, Software Development, CSS, Market Data, ASP.NET MVC, F#, .NET, Entity Framework, Visual Studio, ASP.NET AJAX, TFS, WCF Services, Telerik, Polypaths, SNL, Git, Python, Silverlight, LINQ, WPF
Education
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
The London School of Economics and Political Science (LSE) 2006 — 2006
Summer Program, Economics
Dwight Fairback's Sandler O'Neill & Partners, L.P. Experience February 1995 - March 1996
Job Director Business Development, Nat'l Advertising Sales DIRECTV
Industry Marketing and Advertising
Experience
DIRECTV April 2014 - Present
Screenvision March 2013 - March 2014
Viacom February 2011 - March 2013
Viacom - Nickelodeon March 2004 - February 2011
TV Guide Network November 2002 - March 2004
Double-Click February 2000 - September 2002
Donaldson, Lufkin & Jenrette April 1996 - December 1999
Sandler O'Neill & Partners, L.P. February 1995 - March 1996
Prudential Securties April 1991 - December 1994
Union Bank of Switzerland August 1988 - April 1991
Skills
Digital Media, Integrated Marketing, Digital Marketing, New Business Development, Sales, Strategic Partnerships, Management, Advertising, Digital Strategy, Advertising Sales, Online Advertising, New Media, Television, Addressable TV, Business Development, Mobile Advertising
Education
University of Arizona 1984 — 1988
Bachelor of Science (B.S.), Double Major: Finance & Entrepreneurship
DIRECTV April 2014 - Present
Screenvision March 2013 - March 2014
Viacom February 2011 - March 2013
Viacom - Nickelodeon March 2004 - February 2011
TV Guide Network November 2002 - March 2004
Double-Click February 2000 - September 2002
Donaldson, Lufkin & Jenrette April 1996 - December 1999
Sandler O'Neill & Partners, L.P. February 1995 - March 1996
Prudential Securties April 1991 - December 1994
Union Bank of Switzerland August 1988 - April 1991
Skills
Digital Media, Integrated Marketing, Digital Marketing, New Business Development, Sales, Strategic Partnerships, Management, Advertising, Digital Strategy, Advertising Sales, Online Advertising, New Media, Television, Addressable TV, Business Development, Mobile Advertising
Education
University of Arizona 1984 — 1988
Bachelor of Science (B.S.), Double Major: Finance & Entrepreneurship
Stephanie Bates's Sandler O'Neill & Partners, L.P. Experience February 2008 - September 2008
Job Owner, Pepper's Pets
Industry Veterinary
Experience
Pepper's Pets January 2009 - Present
Sandler O'Neill & Partners, L.P. February 2008 - September 2008
Schematic January 2007 - February 2008
University of Miami -Lowe Art Museum August 2003 - July 2006
Lucent Technologies October 1999 - February 2001
McKesson December 1997 - March 1999
Skills
Social Media, Copywriting, Fundraising, Event Planning, Volunteer Coordination, Writing, Animal Handling, Animal Care, Animal Welfare, Dog Training, Office Management, Needs Analysis, Training Delivery, Training & Development, Organizing, Conflict Management, Volunteer Development, Volunteer Training, Management, Marketing, Project Management, Customer Service, Leadership, Event Management, Social Networking, Team Building, Public Speaking, Strategic Planning
Education
Salem State College 1994 — 1996
Richland Community College 1991 — 1993
Pepper's Pets January 2009 - Present
Sandler O'Neill & Partners, L.P. February 2008 - September 2008
Schematic January 2007 - February 2008
University of Miami -Lowe Art Museum August 2003 - July 2006
Lucent Technologies October 1999 - February 2001
McKesson December 1997 - March 1999
Skills
Social Media, Copywriting, Fundraising, Event Planning, Volunteer Coordination, Writing, Animal Handling, Animal Care, Animal Welfare, Dog Training, Office Management, Needs Analysis, Training Delivery, Training & Development, Organizing, Conflict Management, Volunteer Development, Volunteer Training, Management, Marketing, Project Management, Customer Service, Leadership, Event Management, Social Networking, Team Building, Public Speaking, Strategic Planning
Education
Salem State College 1994 — 1996
Richland Community College 1991 — 1993
Matthew Forgotson's Sandler O'Neill & Partners, L.P. Experience January 2012 - Present
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
Sumeet Mody's Sandler O'Neill & Partners, L.P. Experience March 2012 - Present
Job Vice President at Sandler O'Neill & Partners, L.P.
Industry Banking
Experience
Sandler O'Neill & Partners, L.P. March 2012 - Present
Citi November 2010 - December 2011
Control Air Conditioning Corp. January 2008 - November 2009
ACTIV Financial Systems, Inc. May 2005 - August 2006
Arrowhead Golf Club April 2000 - August 2005
Skills
Financial Analysis, Leadership, Data Center, Servers
Education
Tulane University 2003 — 2007
B.S., Mechanical Engineering
Cornell University 2005 — 2005
Mechanical Engineering
Sandler O'Neill & Partners, L.P. March 2012 - Present
Citi November 2010 - December 2011
Control Air Conditioning Corp. January 2008 - November 2009
ACTIV Financial Systems, Inc. May 2005 - August 2006
Arrowhead Golf Club April 2000 - August 2005
Skills
Financial Analysis, Leadership, Data Center, Servers
Education
Tulane University 2003 — 2007
B.S., Mechanical Engineering
Cornell University 2005 — 2005
Mechanical Engineering
Michael Bracken's Sandler O'Neill & Partners, L.P. Experience December 2014 - Present
Job Managing Director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill & Partners L.P. 2012 - December 2014
Sandler O'Neill & Partners, L.P. 2010 - 2012
Resource Financial Fund Management 2008 - 2010
Resource Financial Fund Management 2007 - 2008
Sandler O'Neill & Partners L.P. 2002 - 2006
Education
Bucknell University
Economics
Columbia University - Columbia Business School
MBA
Sandler O'Neill & Partners, L.P. December 2014 - Present
Sandler O'Neill & Partners L.P. 2012 - December 2014
Sandler O'Neill & Partners, L.P. 2010 - 2012
Resource Financial Fund Management 2008 - 2010
Resource Financial Fund Management 2007 - 2008
Sandler O'Neill & Partners L.P. 2002 - 2006
Education
Bucknell University
Economics
Columbia University - Columbia Business School
MBA
Caspar Bentinck's Sandler O'Neill & Partners, L.P. Experience July 2015 - Present
Job Debt Capital Markets at Jefferies & Company
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Jefferies & Company May 2011 - Present
Jefferies July 2012 - June 2015
Bank of America Merrill Lynch July 2005 - May 2011
Lehman Brothers August 1997 - May 2004
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Series 7, Bloomberg, Investments, Financial Modeling, Bonds, Derivatives, Securities, Trading, Mergers, Banking, Finance, Financial Services, High Yield
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Eton College 1987 — 1992
Sandler O'Neill & Partners, L.P. July 2015 - Present
Jefferies & Company May 2011 - Present
Jefferies July 2012 - June 2015
Bank of America Merrill Lynch July 2005 - May 2011
Lehman Brothers August 1997 - May 2004
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Series 7, Bloomberg, Investments, Financial Modeling, Bonds, Derivatives, Securities, Trading, Mergers, Banking, Finance, Financial Services, High Yield
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Philosophy, Politics, Economics
Eton College 1987 — 1992
Andy Flick's Sandler O'Neill & Partners, L.P. Experience February 2015 - Present
Job Managing Director CMBS Trading at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. February 2015 - Present
Brean Capital, LLC September 2013 - January 2015
Jefferies LLC April 2008 - June 2013
RBS Greenwich Capital May 2006 - October 2007
JMP Group February 2004 - May 2005
JPMorgan Chase June 2000 - February 2004
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Finance and Management
Wilton High School 1993 — 1996
Sandler O'Neill & Partners, L.P. February 2015 - Present
Brean Capital, LLC September 2013 - January 2015
Jefferies LLC April 2008 - June 2013
RBS Greenwich Capital May 2006 - October 2007
JMP Group February 2004 - May 2005
JPMorgan Chase June 2000 - February 2004
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Finance and Management
Wilton High School 1993 — 1996
Declan O'Callaghan's Sandler O'Neill & Partners, L.P. Experience December 2014 - Present
Job Associate Director, Sandler O' Neill & Partners
Industry Financial Services
Stephen Scouten, CFA's Sandler O'Neill & Partners, L.P. Experience May 2014 - Present
Job Associate Director, Sandler O'Neill
Industry Banking
Experience
Sandler O'Neill & Partners, L.P. May 2014 - Present
KBW May 2011 - May 2014
SunTrust Robinson Humphrey June 2010 - May 2011
First Option Mortgage June 2006 - May 2011
First Option Mortgage June 2006 - May 2011
Emory University December 2008 - May 2010
Amerisave Mortgage Corporation 2002 - 2003
Skills
Banking, Finance, Investments, Financial Analysis, Underwriting, Portfolio Management, Business Development, Loan Origination, Credit, Loans, Financial Modeling, Strategic Planning, CFA Level III candidate, Analysis, Capital Markets, Investment Banking, Mergers, Mortgage Lending, Valuation, Kidspiration, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance
Sandler O'Neill & Partners, L.P. May 2014 - Present
KBW May 2011 - May 2014
SunTrust Robinson Humphrey June 2010 - May 2011
First Option Mortgage June 2006 - May 2011
First Option Mortgage June 2006 - May 2011
Emory University December 2008 - May 2010
Amerisave Mortgage Corporation 2002 - 2003
Skills
Banking, Finance, Investments, Financial Analysis, Underwriting, Portfolio Management, Business Development, Loan Origination, Credit, Loans, Financial Modeling, Strategic Planning, CFA Level III candidate, Analysis, Capital Markets, Investment Banking, Mergers, Mortgage Lending, Valuation, Kidspiration, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Finance
University of Virginia 1998 — 2002
BS, Finance
Tony Langelier's Sandler O'Neill & Partners, L.P. Experience November 2009 - June 2015
Job Vice President Asset Liability Manager at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. November 2009 - June 2015
MoneyAisle April 2008 - July 2009
Darling Consulting Group September 1997 - April 2008
Putnam Investments June 1996 - August 1996
Skills
Financial Modeling, Risk Management, Capital Markets, Strategy, Investments, Fixed Income, Banking
Education
ABA Stonier Graduate School of Banking 2004 — 2006
Certificate, Banking
Bentley University 1993 — 1997
Bachelor of Science, Finance
St. Dominic's Regional High School 1989 — 1993
Emigrant Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. November 2009 - June 2015
MoneyAisle April 2008 - July 2009
Darling Consulting Group September 1997 - April 2008
Putnam Investments June 1996 - August 1996
Skills
Financial Modeling, Risk Management, Capital Markets, Strategy, Investments, Fixed Income, Banking
Education
ABA Stonier Graduate School of Banking 2004 — 2006
Certificate, Banking
Bentley University 1993 — 1997
Bachelor of Science, Finance
St. Dominic's Regional High School 1989 — 1993
Alec MacColl's Sandler O'Neill & Partners, L.P. Experience July 2009 - July 2014
Job Manager, M&A at Cox Communications
Industry Telecommunications
Experience
Cox Communications July 2014 - Present
Sandler O'Neill & Partners, L.P. July 2009 - July 2014
Riverlake Partners June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science (BS), Economics
London School of Economics and Political Science 2007 — 2008
General Course
Catlin Gabel 2001 — 2005
Cox Communications July 2014 - Present
Sandler O'Neill & Partners, L.P. July 2009 - July 2014
Riverlake Partners June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Science (BS), Economics
London School of Economics and Political Science 2007 — 2008
General Course
Catlin Gabel 2001 — 2005
Paul Barrese's Sandler O'Neill & Partners, L.P. Experience October 2014 - Present
Job Sandler O'Neill + Partners
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. October 2014 - Present
Financial Industry Regulatory Authority December 2010 - October 2014
Morgan Stanley April 2006 - December 2010
Main Street Wine Cellars June 2002 - January 2006
Skills
Equities, Fixed Income, Business Analysis, Project Management, FINRA, Securities, Securities Lending, Settlement, Finance
Education
Texas A&M University 2011 — 2016
Master of Business Administration (MBA), Finance, General
Fordham University 2008 — 2010
Philadelphia University 1998 — 2002
BS, Finance and Entrepreneurial Studies
Sandler O'Neill & Partners, L.P. October 2014 - Present
Financial Industry Regulatory Authority December 2010 - October 2014
Morgan Stanley April 2006 - December 2010
Main Street Wine Cellars June 2002 - January 2006
Skills
Equities, Fixed Income, Business Analysis, Project Management, FINRA, Securities, Securities Lending, Settlement, Finance
Education
Texas A&M University 2011 — 2016
Master of Business Administration (MBA), Finance, General
Fordham University 2008 — 2010
Philadelphia University 1998 — 2002
BS, Finance and Entrepreneurial Studies
Frank Lugo's Sandler O'Neill & Partners, L.P. Experience January 2011 - September 2012
Job Director of Operations, Prestige Corp
Industry Hospitality
Experience
US Army October 1989 - Present
Prestige Corp June 2014 - May 2015
Prestige Hospitality Services LLC September 2012 - June 2014
Sandler O'Neill & Partners, L.P. January 2011 - September 2012
Sailfish Capital Partners March 2005 - November 2008
ICAP November 2004 - March 2005
UBS Investment Bank May 2000 - November 2004
Skills
Leadership, Team Building, Risk Assessment, Fixed Income, Emerging Markets, International Relations, Communication, Mentoring, Intelligence Analysis, Geopolitics, Civil Affairs, Psychological Operations, Business Intelligence, Operations Management, Management, Government, Strategy, Analysis
Education
Naval Postgraduate School 2012 — 2014
Master's degree, Public Policy Analysis Global Strategic Planning, 3.55
Drew University 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs, 3.0
US Army October 1989 - Present
Prestige Corp June 2014 - May 2015
Prestige Hospitality Services LLC September 2012 - June 2014
Sandler O'Neill & Partners, L.P. January 2011 - September 2012
Sailfish Capital Partners March 2005 - November 2008
ICAP November 2004 - March 2005
UBS Investment Bank May 2000 - November 2004
Skills
Leadership, Team Building, Risk Assessment, Fixed Income, Emerging Markets, International Relations, Communication, Mentoring, Intelligence Analysis, Geopolitics, Civil Affairs, Psychological Operations, Business Intelligence, Operations Management, Management, Government, Strategy, Analysis
Education
Naval Postgraduate School 2012 — 2014
Master's degree, Public Policy Analysis Global Strategic Planning, 3.55
Drew University 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs, 3.0
Janine Palmer's Sandler O'Neill & Partners, L.P. Experience July 2015 - Present
Job Associate at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
J.P. Morgan May 2006 - July 2015
Iron Mountain September 2005 - May 2006
UBS Investment Bank April 2002 - September 2005
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Equities, Management, Microsoft Excel, Sales, Investments, Marketing
Education
Maine Maritime Academy 1993 — 1997
BS, Marina Management
Sandler O'Neill & Partners, L.P. July 2015 - Present
J.P. Morgan May 2006 - July 2015
Iron Mountain September 2005 - May 2006
UBS Investment Bank April 2002 - September 2005
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Equities, Management, Microsoft Excel, Sales, Investments, Marketing
Education
Maine Maritime Academy 1993 — 1997
BS, Marina Management
Dustin Saboorian's Sandler O'Neill & Partners, L.P. Experience September 2013 - September 2014
Job Restaurants
Industry Financial Services
Experience
Roguewood Restaurant Group September 2014 - Present
Sandler O'Neill & Partners, L.P. September 2013 - September 2014
FIG Partners May 2012 - August 2013
State Street June 2011 - May 2012
Carson Medlin, A Division of Monroe Securities, Inc. July 2009 - June 2011
PricewaterhouseCoopers LLP September 2007 - July 2009
Skills
Financial Analysis, Financial Modeling, Internal Controls, Auditing, Accounting, Mergers, Valuation, Business Analysis, Financial Audits, Analysis, Strategic Planning, SEC filings, Financial Reporting, Corporate Finance, GAAP, Banking, Sarbanes-Oxley Act, Investments, Business Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Master, Accounting
University of North Carolina at Chapel Hill 2002 — 2006
B.S, Business Administration
University of North Carolina at Chapel Hill 2002 — 2006
B.A, Spanish
Roguewood Restaurant Group September 2014 - Present
Sandler O'Neill & Partners, L.P. September 2013 - September 2014
FIG Partners May 2012 - August 2013
State Street June 2011 - May 2012
Carson Medlin, A Division of Monroe Securities, Inc. July 2009 - June 2011
PricewaterhouseCoopers LLP September 2007 - July 2009
Skills
Financial Analysis, Financial Modeling, Internal Controls, Auditing, Accounting, Mergers, Valuation, Business Analysis, Financial Audits, Analysis, Strategic Planning, SEC filings, Financial Reporting, Corporate Finance, GAAP, Banking, Sarbanes-Oxley Act, Investments, Business Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Master, Accounting
University of North Carolina at Chapel Hill 2002 — 2006
B.S, Business Administration
University of North Carolina at Chapel Hill 2002 — 2006
B.A, Spanish
Crystal Waters, M.A.'s Sandler O'Neill & Partners, L.P. Experience August 2007 - May 2012
Job Experienced Administrative Professional
Industry Public Relations and Communications
Experience
Urban Broadcast Media November 2014 - Present
Hyatt Hotels Corporation July 2014 - Present
Mann Enterprises January 2014 - May 2014
Sirius XM Radio Inc. 2013 - 2014
Conde Nast February 2013 - October 2013
Screenvision October 2012 - February 2013
Sandler O'Neill & Partners, L.P. August 2007 - May 2012
Skills
Interpersonal Leadership, Project Management, Public Speaking, Editing, Microsoft Office, Customer Satisfaction, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Research
Education
Governors State University 2010 — 2012
Master of Arts (M.A.), Business/Corporate Communications
Robert Morris University - Illinois 2005 — 2007
Bahelor of Business Administration, Business Administration and Management, General
Urban Broadcast Media November 2014 - Present
Hyatt Hotels Corporation July 2014 - Present
Mann Enterprises January 2014 - May 2014
Sirius XM Radio Inc. 2013 - 2014
Conde Nast February 2013 - October 2013
Screenvision October 2012 - February 2013
Sandler O'Neill & Partners, L.P. August 2007 - May 2012
Skills
Interpersonal Leadership, Project Management, Public Speaking, Editing, Microsoft Office, Customer Satisfaction, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Research
Education
Governors State University 2010 — 2012
Master of Arts (M.A.), Business/Corporate Communications
Robert Morris University - Illinois 2005 — 2007
Bahelor of Business Administration, Business Administration and Management, General
Abdel Banda's Sandler O'Neill & Partners, L.P. Experience 2008 - 2010
Job Business/Philantropy
Industry Oil & Energy
Experience
Edison Chouest Offshore 2010 - Present
Students Bridging the Information Gap 501(c)3 2007 - Present
Sandler O'Neill & Partners, L.P. 2008 - 2010
Education
University of Notre Dame
Finance
Edison Chouest Offshore 2010 - Present
Students Bridging the Information Gap 501(c)3 2007 - Present
Sandler O'Neill & Partners, L.P. 2008 - 2010
Education
University of Notre Dame
Finance
John A Riccio Jr's Sandler O'Neill & Partners, L.P. Experience September 1993 - July 1995
Job US Institutional Sales/Sales Trader at Gabelli & Company
Industry Financial Services
Experience
Gabelli & Company December 2012 - Present
Soleil/Ticonderoga Securities December 2005 - January 2012
UBS Investment Bank December 1998 - August 2005
SBC WARBURG / UBS INVESTMENT BANK November 1997 - December 1998
Hedgeware, Inc July 1995 - November 1997
Sandler O'Neill & Partners, L.P. September 1993 - July 1995
PALOMA PARTNERS L.P December 1991 - September 1993
WEATHERLY PRIVATE CAPITAL June 1990 - December 1991
Deloitte October 1988 - June 1990
Skills
Equities
Education
Iona College
BBA, Accounting
Gabelli & Company December 2012 - Present
Soleil/Ticonderoga Securities December 2005 - January 2012
UBS Investment Bank December 1998 - August 2005
SBC WARBURG / UBS INVESTMENT BANK November 1997 - December 1998
Hedgeware, Inc July 1995 - November 1997
Sandler O'Neill & Partners, L.P. September 1993 - July 1995
PALOMA PARTNERS L.P December 1991 - September 1993
WEATHERLY PRIVATE CAPITAL June 1990 - December 1991
Deloitte October 1988 - June 1990
Skills
Equities
Education
Iona College
BBA, Accounting
Jason Hach's Sandler O'Neill & Partners, L.P. Experience August 2014 - Present
Job Managing Director at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. August 2014 - Present
Keefe, Bruyette & Woods May 2010 - August 2014
Janney Montgomery Scott February 2008 - May 2010
National City Corp. 2001 - 2008
Federated Investors June 1997 - May 2000
PwC 1995 - 1997
Nabisco 1994 - 1994
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
Bucknell University 1991 — 1995
BS, Accounting
Hermosa Drive Elementary School
Sandler O'Neill & Partners, L.P. August 2014 - Present
Keefe, Bruyette & Woods May 2010 - August 2014
Janney Montgomery Scott February 2008 - May 2010
National City Corp. 2001 - 2008
Federated Investors June 1997 - May 2000
PwC 1995 - 1997
Nabisco 1994 - 1994
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance
Bucknell University 1991 — 1995
BS, Accounting
Hermosa Drive Elementary School
Theresa McCall's Sandler O'Neill & Partners, L.P. Experience February 2001 - Present
Job Associate Director at Sandler O'Neill Mortgage Finance, LP
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. February 2001 - Present
Skills
Capital Markets, Valuation, Private Equity, Investment Banking, Financial Modeling, Asset Management, Financial Analysis, Portfolio Management, Banking, Credit
Education
The University of Memphis 1991 — 1995
Bachelor's Degree, Finance and Real Estate
Sandler O'Neill & Partners, L.P. February 2001 - Present
Skills
Capital Markets, Valuation, Private Equity, Investment Banking, Financial Modeling, Asset Management, Financial Analysis, Portfolio Management, Banking, Credit
Education
The University of Memphis 1991 — 1995
Bachelor's Degree, Finance and Real Estate
Douglas Elliott's Sandler O'Neill & Partners, L.P. Experience 1998 - 2000
Job Fellow at The Brookings Institution
Industry Think Tanks
Experience
The Brookings Institution January 2009 - Present
J.P. Morgan Securities April 2006 - December 2008
Center on Federal Financial Institutions 2003 - 2006
ABN AMRO Bank N.V. 2000 - 2001
Sandler O'Neill & Partners, L.P. 1998 - 2000
Sanford C. Bernstein 1997 - 1997
J.P. Morgan 1985 - 1997
Education
Duke University 1982 — 1984
Master's degree, Computer Science
Harvard College 1977 — 1981
Bachelor's degree, Sociology
McCluer North High School
The Brookings Institution January 2009 - Present
J.P. Morgan Securities April 2006 - December 2008
Center on Federal Financial Institutions 2003 - 2006
ABN AMRO Bank N.V. 2000 - 2001
Sandler O'Neill & Partners, L.P. 1998 - 2000
Sanford C. Bernstein 1997 - 1997
J.P. Morgan 1985 - 1997
Education
Duke University 1982 — 1984
Master's degree, Computer Science
Harvard College 1977 — 1981
Bachelor's degree, Sociology
McCluer North High School
Johannes Lambrou's Sandler O'Neill & Partners, L.P. Experience June 2005 - Present
Job Managing Director at Sandler O'Neill
Industry Information Technology and Services
Experience
Sandler O'Neill & Partners, L.P. June 2005 - Present
AIG February 2004 - June 2005
Schering-Plough Research Institute May 2003 - February 2004
City University of New York July 2000 - May 2003
NYC Department of City Planning December 1998 - January 2000
NYNEX Corporation December 1996 - September 1997
Skills
Networking, Network Architecture, Network Design, Network Security, Network Engineering, Wireless Networking, Network Administration, Storage Area Networks, Information Security, Information Security..., Routing, Switching, Video Conferencing, Cisco Technologies, Capital Markets, Investment Banking, Project Management
Education
New York Institute of Technology 1998 — 2000
Bachelor of Science (B.S.), COMPUTER ENGINEERING TECHNOLOGY
City University of New York 1997 — 1998
Associate of Science (A.S.), TELECOMMUNICATIONS ENGINEERING TECHNOLOGY
Sandler O'Neill & Partners, L.P. June 2005 - Present
AIG February 2004 - June 2005
Schering-Plough Research Institute May 2003 - February 2004
City University of New York July 2000 - May 2003
NYC Department of City Planning December 1998 - January 2000
NYNEX Corporation December 1996 - September 1997
Skills
Networking, Network Architecture, Network Design, Network Security, Network Engineering, Wireless Networking, Network Administration, Storage Area Networks, Information Security, Information Security..., Routing, Switching, Video Conferencing, Cisco Technologies, Capital Markets, Investment Banking, Project Management
Education
New York Institute of Technology 1998 — 2000
Bachelor of Science (B.S.), COMPUTER ENGINEERING TECHNOLOGY
City University of New York 1997 — 1998
Associate of Science (A.S.), TELECOMMUNICATIONS ENGINEERING TECHNOLOGY
Andrew Reich's Sandler O'Neill & Partners, L.P. Experience May 2010 - April 2014
Job MBA Candidate, Columbia Business School
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. May 2010 - April 2014
Skills
Valuation, Financial Modeling, Capital Markets, Fixed Income, Investment Banking, Bloomberg, Series 7, Private Equity, Equities, Hedge Funds, Alternative Investments, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), History
Sandler O'Neill & Partners, L.P. May 2010 - April 2014
Skills
Valuation, Financial Modeling, Capital Markets, Fixed Income, Investment Banking, Bloomberg, Series 7, Private Equity, Equities, Hedge Funds, Alternative Investments, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), History
Reid Brewer's Sandler O'Neill & Partners, L.P. Experience 2007 - Present
Job Investment Banking Professional
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2007 - Present
Smith Barney 2005 - 2007
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Financial Services
Education
Brown University 2003 — 2007
B.A, Public and Private Sectors of Organization
University of California, Berkeley, Haas School of Business
Sandler O'Neill & Partners, L.P. 2007 - Present
Smith Barney 2005 - 2007
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Financial Services
Education
Brown University 2003 — 2007
B.A, Public and Private Sectors of Organization
University of California, Berkeley, Haas School of Business
Gordon Russo's Sandler O'Neill & Partners, L.P. Experience 1992 - 2000
Job Fixed Income Analyst
Industry Investment Management
Experience
Flaherty & Crumrine, Inc. December 2012 - Present
Dwight Asset Management 2000 - 2012
Sandler O'Neill & Partners, L.P. 1992 - 2000
U.S. Department of the Treasury 1989 - 1992
Education
Bentley University
Master of Science in Finance
College for Financial Planning
CFP Professional Education Program
Rutgers University-New Brunswick
B.A. Economics
Flaherty & Crumrine, Inc. December 2012 - Present
Dwight Asset Management 2000 - 2012
Sandler O'Neill & Partners, L.P. 1992 - 2000
U.S. Department of the Treasury 1989 - 1992
Education
Bentley University
Master of Science in Finance
College for Financial Planning
CFP Professional Education Program
Rutgers University-New Brunswick
B.A. Economics
Rich Onesto's Sandler O'Neill & Partners, L.P. Experience April 1991 - February 2006
Job CEO/CFO Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities, Inc. February 2013 - Present
Far Hills Group 2006 - February 2012
Scandinaviska Enskilda Banken, AB July 2001 - June 2006
Sandler O'Neill & Partners, L.P. April 1991 - February 2006
Prime Charter Ltd 1997 - 2001
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Taxation
Newport Coast Securities, Inc. February 2013 - Present
Far Hills Group 2006 - February 2012
Scandinaviska Enskilda Banken, AB July 2001 - June 2006
Sandler O'Neill & Partners, L.P. April 1991 - February 2006
Prime Charter Ltd 1997 - 2001
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Taxation
Colin Umphreys's Sandler O'Neill & Partners, L.P. Experience May 2014 - March 2015
Job Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies March 2015 - Present
Sandler O'Neill & Partners, L.P. May 2014 - March 2015
JMP Securities July 2013 - May 2014
JMP Securities July 2010 - July 2013
Skills
Financial Modeling, Valuation, Venture Capital, Financial Analysis, Corporate Finance, DCF, Due Diligence, Investment Banking, IPO, Business Valuation, Private Equity, Capital IQ, Financial Institutions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Masters in Accounting
Trinity University 2005 — 2009
B.S. Accounting, B.S. Finance
London School of Economics and Political Science 2008 — 2008
Menlo School 2001 — 2005
Jefferies March 2015 - Present
Sandler O'Neill & Partners, L.P. May 2014 - March 2015
JMP Securities July 2013 - May 2014
JMP Securities July 2010 - July 2013
Skills
Financial Modeling, Valuation, Venture Capital, Financial Analysis, Corporate Finance, DCF, Due Diligence, Investment Banking, IPO, Business Valuation, Private Equity, Capital IQ, Financial Institutions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Masters in Accounting
Trinity University 2005 — 2009
B.S. Accounting, B.S. Finance
London School of Economics and Political Science 2008 — 2008
Menlo School 2001 — 2005
Collin Cook's Sandler O'Neill & Partners, L.P. Experience September 2013 - Present
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
Bradley de Voogd's Sandler O'Neill & Partners, L.P. Experience 2015 - Present
Job Investment Banking at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2015 - Present
Bank of America Merrill Lynch 2012 - 2015
Goldman Sachs 2007 - 2009
Ernst & Young 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Bucknell University 2000 — 2004
BSBA
The Lawrenceville School 1997 — 2000
Sandler O'Neill & Partners, L.P. 2015 - Present
Bank of America Merrill Lynch 2012 - 2015
Goldman Sachs 2007 - 2009
Ernst & Young 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Bucknell University 2000 — 2004
BSBA
The Lawrenceville School 1997 — 2000
James Burkett's Sandler O'Neill & Partners, L.P. Experience July 2014 - Present
Job Investment Banking Analyst at Sandler O'Neill + Partners
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2014 - Present
FBR January 2013 - June 2014
Woodside Capital Partners November 2012 - January 2013
J. Moore Partners LLC June 2012 - September 2012
AIESEC United States May 2011 - July 2011
PrintCountry.com January 2011 - May 2011
Tre Clothing August 2007 - May 2011
DieCutsDirect.com October 2010 - March 2011
Chi Psi Fraternity May 2010 - December 2010
RhinoForce LLC May 2010 - November 2010
Skills
PowerPoint, Excel, Financial Analysis, New Business Development, Forecasting, Market Research, Bloomberg, Factset, Financial Modeling, Investment Banking, M&A analysis, Investments, Due Diligence, Finance, Microsoft Excel, Competitive Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors in Business Administration, Finance and Entrepreneurship
Del Oro High School 2004 — 2008
Sandler O'Neill & Partners, L.P. July 2014 - Present
FBR January 2013 - June 2014
Woodside Capital Partners November 2012 - January 2013
J. Moore Partners LLC June 2012 - September 2012
AIESEC United States May 2011 - July 2011
PrintCountry.com January 2011 - May 2011
Tre Clothing August 2007 - May 2011
DieCutsDirect.com October 2010 - March 2011
Chi Psi Fraternity May 2010 - December 2010
RhinoForce LLC May 2010 - November 2010
Skills
PowerPoint, Excel, Financial Analysis, New Business Development, Forecasting, Market Research, Bloomberg, Factset, Financial Modeling, Investment Banking, M&A analysis, Investments, Due Diligence, Finance, Microsoft Excel, Competitive Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors in Business Administration, Finance and Entrepreneurship
Del Oro High School 2004 — 2008
Josh Shropa's Sandler O'Neill & Partners, L.P. Experience May 2014 - Present
Job Associate at Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. May 2014 - Present
Citi July 2012 - May 2014
Citi June 2011 - August 2011
KPMG Audit 2003 - 2010
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
Bethel University 1999 — 2003
BA, Accounting and Finance
Sandler O'Neill & Partners, L.P. May 2014 - Present
Citi July 2012 - May 2014
Citi June 2011 - August 2011
KPMG Audit 2003 - 2010
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
Bethel University 1999 — 2003
BA, Accounting and Finance
John J. Arizzi's Sandler O'Neill & Partners, L.P. Experience September 2015 - Present
Job Associate DirectorBSAS
Industry Banking
Experience
Sandler O'Neill & Partners, L.P. September 2015 - Present
Hudson City Savings Bank January 2011 - Present
QRM 2013 - 2013
Hudson City Savings Bank 2004 - December 2010
Sound Federal Savings Bank 2004 - 2006
Valley National Bank 2001 - 2004
Skills
Banking, Loans, Commercial Banking, Deposits, Retail Banking, Credit Analysis, Mortgage Lending, Cross Selling, Consumer Lending, Loan Origination, Small Business Lending, Mortgage Banking, Commercial Lending, Outlook, Residential Mortgages, Microsoft Excel, Branch Banking, Refinance, Commercial Mortgages, Risk Management, QRM, Liquidity Risk, Treasury, ALM, Basel III, Financial Modeling, Prepayment, Deposit Modeling, SQL Server Management..., Access, Market Risk, Financial Risk, Capital Markets, Credit Risk, Fixed Income
Education
University of Connecticut 2013 — 2015
M.S. Financial Risk Management
Mount Saint Mary College 1997 — 2009
MBA
Sandler O'Neill & Partners, L.P. September 2015 - Present
Hudson City Savings Bank January 2011 - Present
QRM 2013 - 2013
Hudson City Savings Bank 2004 - December 2010
Sound Federal Savings Bank 2004 - 2006
Valley National Bank 2001 - 2004
Skills
Banking, Loans, Commercial Banking, Deposits, Retail Banking, Credit Analysis, Mortgage Lending, Cross Selling, Consumer Lending, Loan Origination, Small Business Lending, Mortgage Banking, Commercial Lending, Outlook, Residential Mortgages, Microsoft Excel, Branch Banking, Refinance, Commercial Mortgages, Risk Management, QRM, Liquidity Risk, Treasury, ALM, Basel III, Financial Modeling, Prepayment, Deposit Modeling, SQL Server Management..., Access, Market Risk, Financial Risk, Capital Markets, Credit Risk, Fixed Income
Education
University of Connecticut 2013 — 2015
M.S. Financial Risk Management
Mount Saint Mary College 1997 — 2009
MBA
Conor McKenna's Sandler O'Neill & Partners, L.P. Experience April 2013 - May 2014
Job Investment Banking Associate at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC May 2014 - Present
Sandler O'Neill & Partners, L.P. April 2013 - May 2014
Weil Gotshal and Manges March 2012 - April 2013
M.R. Beal June 2011 - February 2012
Belltower Books May 2009 - May 2011
Merrill Lynch September 2010 - December 2010
GE June 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Public Finance, Financial Modeling, Bloomberg Terminal, Python, Company Valuation, DCF Valuation, Mergers & Acquisitions, LBO
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Summa Cum Laude, Economics and Mathematics
Investment Banking Institute 2012 — 2012
LUMA Partners LLC May 2014 - Present
Sandler O'Neill & Partners, L.P. April 2013 - May 2014
Weil Gotshal and Manges March 2012 - April 2013
M.R. Beal June 2011 - February 2012
Belltower Books May 2009 - May 2011
Merrill Lynch September 2010 - December 2010
GE June 2010 - August 2010
Skills
Excel, PowerPoint, Microsoft Office, Public Finance, Financial Modeling, Bloomberg Terminal, Python, Company Valuation, DCF Valuation, Mergers & Acquisitions, LBO
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts, Summa Cum Laude, Economics and Mathematics
Investment Banking Institute 2012 — 2012
Dean Gibbons's Sandler O'Neill & Partners, L.P. Experience June 2011 - August 2011
Job Founder TelosLax
Industry Higher Education
Experience
TelosLax January 2015 - Present
Major League Lacrosse March 2014 - Present
JPMorgan Chase July 2011 - March 2014
Sandler O'Neill & Partners, L.P. June 2011 - August 2011
CapGen Financial Group June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Ruby on Rails, Growth Hacking
Education
Harvard University 2007 — 2011
Bachelor's degree, Psychology
Garden City High School 2003 — 2007
TelosLax January 2015 - Present
Major League Lacrosse March 2014 - Present
JPMorgan Chase July 2011 - March 2014
Sandler O'Neill & Partners, L.P. June 2011 - August 2011
CapGen Financial Group June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Ruby on Rails, Growth Hacking
Education
Harvard University 2007 — 2011
Bachelor's degree, Psychology
Garden City High School 2003 — 2007
Lindsay Bracken's Sandler O'Neill & Partners, L.P. Experience March 2011 - Present
Job Managing Director at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill & Partners, LP March 2011 - Present
Sandler O'Neill & Partners, LP January 2007 - February 2011
Sandler O'Neill & Partners, L.P. August 2002 - December 2006
Skills
Project Management, Due Diligence, Trading, Valuation, Management, Risk Management, Vendor Management, Operations Management, Series 7, Series 63, Series 24
Education
The University of Western Ontario - Huron University College 1998 — 2002
BACS, Finance and Administration
Miss Edgar's and Miss Cramp's School
High School, K through 11
Sandler O'Neill & Partners, LP March 2011 - Present
Sandler O'Neill & Partners, LP January 2007 - February 2011
Sandler O'Neill & Partners, L.P. August 2002 - December 2006
Skills
Project Management, Due Diligence, Trading, Valuation, Management, Risk Management, Vendor Management, Operations Management, Series 7, Series 63, Series 24
Education
The University of Western Ontario - Huron University College 1998 — 2002
BACS, Finance and Administration
Miss Edgar's and Miss Cramp's School
High School, K through 11
Alexander Wolodzko's Sandler O'Neill & Partners, L.P. Experience July 2014 - March 2015
Job Financial Analyst at JLL
Industry Program Development
Experience
JLL March 2015 - Present
Sandler O'Neill & Partners, L.P. July 2014 - March 2015
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Pearson North America June 2012 - August 2012
Residential Programs and Services August 2011 - August 2012
Discovery Day Camp, Inc June 2011 - August 2011
Campus Recreational Sports September 2010 - March 2011
Abercrombie & Fitch April 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Access, Microsoft Office, Customer Service, Sales, Social Media Marketing, Marketing Strategy, Management, Leadership, Social Media, Public Speaking, Data Analysis, Event Planning, Research, Financial Analysis
Education
Indiana University Bloomington 2010 — 2014
Bachelor's Degree, Finance
JLL March 2015 - Present
Sandler O'Neill & Partners, L.P. July 2014 - March 2015
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
Pearson North America June 2012 - August 2012
Residential Programs and Services August 2011 - August 2012
Discovery Day Camp, Inc June 2011 - August 2011
Campus Recreational Sports September 2010 - March 2011
Abercrombie & Fitch April 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Photoshop, PowerPoint, Access, Microsoft Office, Customer Service, Sales, Social Media Marketing, Marketing Strategy, Management, Leadership, Social Media, Public Speaking, Data Analysis, Event Planning, Research, Financial Analysis
Education
Indiana University Bloomington 2010 — 2014
Bachelor's Degree, Finance
Richard Balmir's Sandler O'Neill & Partners, L.P. Experience May 2015 - Present
Job Software Developer, VP
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. May 2015 - Present
Annaly Capital Management September 2011 - Present
Balmir Technical Solutions 2015 - 2015
Lockheed Martin Corp. February 2010 - September 2011
Graduate Course Work - Software Engineering Studio August 2010 - December 2010
Lockheed Martin October 2009 - February 2010
Lockheed Martin December 2007 - October 2009
Lockheed Martin November 2006 - December 2007
Lockheed Martin August 2006 - November 2006
Lockheed Martin June 2005 - August 2005
Skills
C#, C++, SQL, Software Engineering, Visual Basic, Agile Methodologies, Powershell, Visual Studio, JavaScript, TFS, IIS, Android, ActionScript, UML, Microsoft SQL Server, Hg, FlashDevelop, Flash Professional, Photoshop, Maximo, SSIS, Git, Java, .NET, Microsoft Office
Education
Syracuse University 2008 — 2012
M.S, Computer Engineering concentrated in Software, 3.7 GPA
SUNY New Paltz 2001 — 2006
B.S, Electrical Engineering
Sandler O'Neill & Partners, L.P. May 2015 - Present
Annaly Capital Management September 2011 - Present
Balmir Technical Solutions 2015 - 2015
Lockheed Martin Corp. February 2010 - September 2011
Graduate Course Work - Software Engineering Studio August 2010 - December 2010
Lockheed Martin October 2009 - February 2010
Lockheed Martin December 2007 - October 2009
Lockheed Martin November 2006 - December 2007
Lockheed Martin August 2006 - November 2006
Lockheed Martin June 2005 - August 2005
Skills
C#, C++, SQL, Software Engineering, Visual Basic, Agile Methodologies, Powershell, Visual Studio, JavaScript, TFS, IIS, Android, ActionScript, UML, Microsoft SQL Server, Hg, FlashDevelop, Flash Professional, Photoshop, Maximo, SSIS, Git, Java, .NET, Microsoft Office
Education
Syracuse University 2008 — 2012
M.S, Computer Engineering concentrated in Software, 3.7 GPA
SUNY New Paltz 2001 — 2006
B.S, Electrical Engineering
Christopher Gdowski's Sandler O'Neill & Partners, L.P. Experience August 2006 - August 2008
Job Navigant Capital Advisors
Industry Financial Services
Experience
Navigant Capital Advisors October 2008 - Present
Sandler O'Neill & Partners, L.P. August 2006 - August 2008
Education
Creighton University
Navigant Capital Advisors October 2008 - Present
Sandler O'Neill & Partners, L.P. August 2006 - August 2008
Education
Creighton University
Alex Bondroff's Sandler O'Neill & Partners, L.P. Experience June 2015 - Present
Job Associate Investment Banking at Sandler O'Neill & Partners
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. June 2015 - Present
Boenning & Scattergood, Inc. January 2015 - May 2015
Boenning & Scattergood, Inc. May 2012 - December 2014
University of Delaware December 2009 - May 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Bloomberg Terminal, Financial Modeling, Capital IQ, SNL, Series 79, Series 63
Education
University of Delaware 2008 — 2012
B.S., Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S., Finance
Montville Township High School
Sandler O'Neill & Partners, L.P. June 2015 - Present
Boenning & Scattergood, Inc. January 2015 - May 2015
Boenning & Scattergood, Inc. May 2012 - December 2014
University of Delaware December 2009 - May 2012
Jefferies & Company June 2011 - August 2011
Skills
Valuation, Bloomberg Terminal, Financial Modeling, Capital IQ, SNL, Series 79, Series 63
Education
University of Delaware 2008 — 2012
B.S., Finance
University of Delaware - Lerner College of Business and Economics 2008 — 2012
B.S., Finance
Montville Township High School
Will Foley's Sandler O'Neill & Partners, L.P. Experience 1993 - 2000
Job Equity Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management 2007 - Present
Diker Management 2006 - 2007
Sidoti & Company, LLC 2000 - 2006
Sandler O'Neill & Partners, L.P. 1993 - 2000
Education
Trinity College, Dublin 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Wellington Management 2007 - Present
Diker Management 2006 - 2007
Sidoti & Company, LLC 2000 - 2006
Sandler O'Neill & Partners, L.P. 1993 - 2000
Education
Trinity College, Dublin 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Chad Sawyer's Sandler O'Neill & Partners, L.P. Experience August 2012 - August 2012
Job Relationship Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Connecticut College August 2011 - May 2014
CUTCO Cutlery 2013 - 2013
Sandler O'Neill & Partners, L.P. August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Economics, Fixed Income, Lacrosse, Communication, Leadership, Sociology, Sales, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Research
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Rising Senior
New Trier High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
Brown Brothers Harriman June 2014 - August 2014
Connecticut College August 2011 - May 2014
CUTCO Cutlery 2013 - 2013
Sandler O'Neill & Partners, L.P. August 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Economics, Fixed Income, Lacrosse, Communication, Leadership, Sociology, Sales, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Research
Education
Connecticut College 2011 — 2015
Bachelor of Arts (BA), Economics, Rising Senior
New Trier High School 2007 — 2011
gerry cronin's Sandler O'Neill & Partners, L.P. Experience January 2002 - June 2003
Job Partner at Maltese Capital Management
Industry Financial Services
Experience
Maltese Capital Management July 2003 - Present
Sandler O'Neill & Partners, L.P. January 2002 - June 2003
Skills
Equities, Equity Research, Valuation, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Corporate Finance, Investments, Series 7
Education
Boston University Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance, General
Bowdoin College 1985 — 1989
Bachelor of Arts (BA), Economics
arlington high school
Maltese Capital Management July 2003 - Present
Sandler O'Neill & Partners, L.P. January 2002 - June 2003
Skills
Equities, Equity Research, Valuation, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Financial Analysis, Financial Modeling, Asset Management, Corporate Finance, Investments, Series 7
Education
Boston University Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance, General
Bowdoin College 1985 — 1989
Bachelor of Arts (BA), Economics
arlington high school
Marijane Uehlinger's Sandler O'Neill & Partners, L.P. Experience 2001 - 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2001 - 2012
Merrill Lynch June 2000 - April 2001
Skills
Equity Trading, Sales Trading, Negotiation, Bloomberg Terminal, Oasys, Fidessa, Customer Oriented, Series 7, Series 63, series 55, Series 24, Dissemination Of...
Education
Muhlenberg College 1983 — 1986
Bachelor of Arts (B.A.), Social Sciences
Sandler O'Neill & Partners, L.P. 2001 - 2012
Merrill Lynch June 2000 - April 2001
Skills
Equity Trading, Sales Trading, Negotiation, Bloomberg Terminal, Oasys, Fidessa, Customer Oriented, Series 7, Series 63, series 55, Series 24, Dissemination Of...
Education
Muhlenberg College 1983 — 1986
Bachelor of Arts (B.A.), Social Sciences
Marc Byrnes's Sandler O'Neill & Partners, L.P. Experience June 2013 - June 2013
Job Student at Georgetown University
Industry
Experience
SCOR July 2013 - July 2013
Sandler O'Neill & Partners, L.P. June 2013 - June 2013
Education
Georgetown University 2012 — 2016
SCOR July 2013 - July 2013
Sandler O'Neill & Partners, L.P. June 2013 - June 2013
Education
Georgetown University 2012 — 2016
Paul Fusco's Sandler O'Neill & Partners, L.P. Experience March 2009 - December 2010
Job
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Evercore June 2013 - May 2014
Núuk Capital, LLC April 2012 - May 2013
Collins Stewart Inc January 2010 - April 2012
Sandler O'Neill & Partners, L.P. March 2009 - December 2010
Tisbury Capital, LLC January 2007 - March 2008
Fontana Capital, LLC September 2004 - January 2007
John Hancock Investments July 1998 - March 2004
Skills
Management, Research, Sales, Investments, Portfolio Management, Equities, Financial Services, Finance, Financial Analysis, Mutual Funds, Leadership, Financial Modeling, Risk Management
Education
Bryant University 1990 — 1994
Bachelor's degree, Finance, General
Xaverian Brothers High School 1986 — 1990
New York Life Insurance Company December 2014 - Present
Evercore June 2013 - May 2014
Núuk Capital, LLC April 2012 - May 2013
Collins Stewart Inc January 2010 - April 2012
Sandler O'Neill & Partners, L.P. March 2009 - December 2010
Tisbury Capital, LLC January 2007 - March 2008
Fontana Capital, LLC September 2004 - January 2007
John Hancock Investments July 1998 - March 2004
Skills
Management, Research, Sales, Investments, Portfolio Management, Equities, Financial Services, Finance, Financial Analysis, Mutual Funds, Leadership, Financial Modeling, Risk Management
Education
Bryant University 1990 — 1994
Bachelor's degree, Finance, General
Xaverian Brothers High School 1986 — 1990
Erik N. van Nispen's Sandler O'Neill & Partners, L.P. Experience 1998 - 2000
Job Managing Director
Industry Investment Banking
Experience
BMO Capital Markets Corp. 2005 - 2014
Milestone Advisors LLC 2004 - 2005
ABN AMRO Inc. 2000 - 2003
Sandler O'Neill & Partners, L.P. 1998 - 2000
Ryan Beck & Co. 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Continental Illinois National Bank and Trust Company 1979 - 1986
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Banking
Georgetown University
Bachelor of Arts (B.A.), Economics
BMO Capital Markets Corp. 2005 - 2014
Milestone Advisors LLC 2004 - 2005
ABN AMRO Inc. 2000 - 2003
Sandler O'Neill & Partners, L.P. 1998 - 2000
Ryan Beck & Co. 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Continental Illinois National Bank and Trust Company 1979 - 1986
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Banking
Georgetown University
Bachelor of Arts (B.A.), Economics
Nick Doherty's Sandler O'Neill & Partners, L.P. Experience 2014 - Present
Job Intern
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. 2014 - Present
Blake Sports Group February 2014 - May 2014
Noel Lesley Event Services, Inc. December 2013 - February 2014
Tree Tech, Inc October 2013 - December 2013
Cayman Partners LLC June 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Event Planning, Customer Service
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Liberal Arts and Sciences, Economics
John Cabot University 2011 — 2011
Delbarton 2005 — 2009
High School
Sandler O'Neill & Partners, L.P. 2014 - Present
Blake Sports Group February 2014 - May 2014
Noel Lesley Event Services, Inc. December 2013 - February 2014
Tree Tech, Inc October 2013 - December 2013
Cayman Partners LLC June 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Social Media, Bloomberg, Event Planning, Customer Service
Education
Villanova University 2009 — 2013
Bachelor of Science (BS), Liberal Arts and Sciences, Economics
John Cabot University 2011 — 2011
Delbarton 2005 — 2009
High School
CITIC Securities
WR Hambrecht + Co
Sandler O'Neill
CITIC Securities Company Limited
Sandler O'Neill & Partners
WR Hambrecht
CITICS