SG Cowen
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SG Cowen Employees
Employee
Years
Job
Industry
Meera Balakumar Meera Balakumar's SG Cowen Experience January 2000 - January 2001
Job Technology to power the smart money in financial services.
Industry Financial Services
Experience
Sterlinks March 2013 - Present
Sterling Analytics, Fund Formation Analytics January 2009 - February 2013
Presidio Partners 2004 - 2008
International Network of Alternative Financial Institutions July 2002 - June 2004
Research Grant, University of Cape Town (South Africa) December 2001 - June 2002
SG Cowen January 2000 - January 2001
BofAML 1998 - 2000
Skills
Mergers & Acquisitions, Due Diligence, Investments, Private Equity, Risk Management, Investment Banking, Strategy, Investor Relations, Corporate Finance, Entrepreneurship, Securities, Equities, Economics, Financial Services, Management
Education
University of California, Berkeley
BA Dual Degree, Economics and International Development
Meiji Gakuin University
Asian Development Economics Program
University of Cape Town
Research Associate, Faculty of Economics
Sterlinks March 2013 - Present
Sterling Analytics, Fund Formation Analytics January 2009 - February 2013
Presidio Partners 2004 - 2008
International Network of Alternative Financial Institutions July 2002 - June 2004
Research Grant, University of Cape Town (South Africa) December 2001 - June 2002
SG Cowen January 2000 - January 2001
BofAML 1998 - 2000
Skills
Mergers & Acquisitions, Due Diligence, Investments, Private Equity, Risk Management, Investment Banking, Strategy, Investor Relations, Corporate Finance, Entrepreneurship, Securities, Equities, Economics, Financial Services, Management
Education
University of California, Berkeley
BA Dual Degree, Economics and International Development
Meiji Gakuin University
Asian Development Economics Program
University of Cape Town
Research Associate, Faculty of Economics
Timothy Bentley Timothy Bentley's SG Cowen Experience 2004 - 2006
Job CEO, Founder at Giftly
Industry Information Services
Experience
Giftly August 2010 - Present
ZIRX September 2014 - September 2015
Chomp (acquired by Apple) February 2010 - April 2010
Aardvark (acquired by Google) October 2007 - February 2010
1-800-KNOW-NOW (merged with Aardvark) August 2006 - October 2007
SG Cowen 2004 - 2006
Goldman Sachs June 2003 - August 2003
Skills
Entrepreneurship, Start-ups, Venture Capital, Research, Project Management, Social Media, SEO, Ruby on Rails, Product Development, User Experience
Education
Brown University 2000 — 2004
BSc, Engineering and Physics
Giftly August 2010 - Present
ZIRX September 2014 - September 2015
Chomp (acquired by Apple) February 2010 - April 2010
Aardvark (acquired by Google) October 2007 - February 2010
1-800-KNOW-NOW (merged with Aardvark) August 2006 - October 2007
SG Cowen 2004 - 2006
Goldman Sachs June 2003 - August 2003
Skills
Entrepreneurship, Start-ups, Venture Capital, Research, Project Management, Social Media, SEO, Ruby on Rails, Product Development, User Experience
Education
Brown University 2000 — 2004
BSc, Engineering and Physics
Karl Zimmermann Karl Zimmermann's SG Cowen Experience July 2001 - August 2002
Job Partner at Bain & Company
Industry Management Consulting
Experience
Bain & Company January 2014 - Present
Bain & Company February 2010 - January 2014
Bain & Company August 2007 - January 2010
Bain & Company June 2006 - August 2006
Greenwich Strategy August 2002 - July 2005
SG Cowen July 2001 - August 2002
OrbiMed Advisors October 1999 - May 2001
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
BS Finance
Bain & Company January 2014 - Present
Bain & Company February 2010 - January 2014
Bain & Company August 2007 - January 2010
Bain & Company June 2006 - August 2006
Greenwich Strategy August 2002 - July 2005
SG Cowen July 2001 - August 2002
OrbiMed Advisors October 1999 - May 2001
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA
New York University - Leonard N. Stern School of Business 1997 — 2001
BS Finance
Allen Kim, CFA Allen Kim, CFA's SG Cowen Experience June 1999 - September 1999
Job Director Manager Research & Investment Solutions at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick September 2014 - Present
Savos Investments May 2011 - August 2014
Cetera Financial Group, FKA ING November 2010 - May 2011
ING October 2005 - October 2010
ING August 2001 - October 2005
AirFreightCentral.com November 1999 - June 2001
SG Cowen June 1999 - September 1999
Thomson Reuters 1996 - 1998
MCI 1993 - 1996
Skills
Alternative Investments, Investments, Public Speaking, Private Equity, Investment Strategies, Due Diligence, Investment Management, Mutual Funds, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Series 63, Asset Managment, Equities, Portfolio Management, Securities, Derivatives, Capital Markets, Risk Management, Asset Management, Corporate Finance, Investment Banking, Finance, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MBA, Finance
The George Washington University 1989 — 1993
BBA, Finance & Economics
Kayne Anderson Rudnick September 2014 - Present
Savos Investments May 2011 - August 2014
Cetera Financial Group, FKA ING November 2010 - May 2011
ING October 2005 - October 2010
ING August 2001 - October 2005
AirFreightCentral.com November 1999 - June 2001
SG Cowen June 1999 - September 1999
Thomson Reuters 1996 - 1998
MCI 1993 - 1996
Skills
Alternative Investments, Investments, Public Speaking, Private Equity, Investment Strategies, Due Diligence, Investment Management, Mutual Funds, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Series 63, Asset Managment, Equities, Portfolio Management, Securities, Derivatives, Capital Markets, Risk Management, Asset Management, Corporate Finance, Investment Banking, Finance, Financial Services
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MBA, Finance
The George Washington University 1989 — 1993
BBA, Finance & Economics
Bryan R. Parker Bryan R. Parker's SG Cowen Experience 2000 - 2003
Job Senior Operations Professional
Industry Hospital & Health Care
Experience
Port of Oakland August 2012 - Present
PCI Health Dev July 2013 - Present
City of Oakland May 2013 - November 2014
DaVita February 2009 - June 2013
Consultant/Obama for America February 2008 - January 2009
Affinity Media January 2007 - January 2008
Needham & Co 2005 - 2007
iPass Inc. 2003 - 2005
SG Cowen 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Mergers, Private Equity, Strategy, Finance, Due Diligence, Operations, People Management, CRM, Mergers & Acquisitions, Investment Banking, Strategic Partnerships, Real Estate, Corporate Finance, Analysis, Management, Corporate Development, Investments, Analytics, Financial Reporting, Negotiation, Strategic Planning
Education
New York University School of Law 1992 — 1995
JD, Law
University of California, Berkeley 1987 — 1991
AB, Political Economy
Port of Oakland August 2012 - Present
PCI Health Dev July 2013 - Present
City of Oakland May 2013 - November 2014
DaVita February 2009 - June 2013
Consultant/Obama for America February 2008 - January 2009
Affinity Media January 2007 - January 2008
Needham & Co 2005 - 2007
iPass Inc. 2003 - 2005
SG Cowen 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Mergers, Private Equity, Strategy, Finance, Due Diligence, Operations, People Management, CRM, Mergers & Acquisitions, Investment Banking, Strategic Partnerships, Real Estate, Corporate Finance, Analysis, Management, Corporate Development, Investments, Analytics, Financial Reporting, Negotiation, Strategic Planning
Education
New York University School of Law 1992 — 1995
JD, Law
University of California, Berkeley 1987 — 1991
AB, Political Economy
Buffy Leonard Buffy Leonard's SG Cowen Experience January 1999 - October 2000
Job Senior Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2004 - Present
Smith Barney August 2002 - December 2003
Lehman Brothers October 2000 - August 2002
SG Cowen January 1999 - October 2000
Skills
Series 7, Mutual Funds, Series 63, Equities, Investments, Fixed Income, Bonds
Education
University at Albany 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Janney Montgomery Scott January 2004 - Present
Smith Barney August 2002 - December 2003
Lehman Brothers October 2000 - August 2002
SG Cowen January 1999 - October 2000
Skills
Series 7, Mutual Funds, Series 63, Equities, Investments, Fixed Income, Bonds
Education
University at Albany 1996 — 2000
Bachelor of Arts (BA), Political Science and Government
Yasmin Ibrahim Yasmin Ibrahim's SG Cowen Experience 1999 - 2001
Job Director of Marketing and Client Services at Muzinich & Co
Industry Financial Services
Experience
Muzinich & Co June 2009 - Present
Avenue Capital Group October 2007 - March 2009
Commerzbank AG October 2003 - October 2007
SG Cowen 1999 - 2001
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Investments, Asset Managment, Portfolio Management, Emerging Markets, Financial Modeling, Private Equity, Derivatives, Investment Banking, Bloomberg, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance, Economics
Georgetown University 1995 — 1999
BS, International Law/International Politics
Muzinich & Co June 2009 - Present
Avenue Capital Group October 2007 - March 2009
Commerzbank AG October 2003 - October 2007
SG Cowen 1999 - 2001
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Investments, Asset Managment, Portfolio Management, Emerging Markets, Financial Modeling, Private Equity, Derivatives, Investment Banking, Bloomberg, Capital Markets, Valuation
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance, Economics
Georgetown University 1995 — 1999
BS, International Law/International Politics
Katherine Wolf Katherine Wolf's SG Cowen Experience 1997 - 2000
Job Partner at Ondra Partners
Industry Investment Banking
Experience
Ondra Partners April 2015 - Present
Macrocure 2014 - Present
Community-Word Project 2005 - Present
Rocket Science 2014 - 2015
Vision Sciences 2008 - 2012
HSBC 2005 - 2008
Bear Stearns 2000 - 2005
SG Cowen 1997 - 2000
Furman Selz Inc 1995 - 1997
Goldman Sachs 1994 - 1994
Skills
Investor Relations, Mergers, Strategic Planning, Business Development, Finance, Medical Devices, Lifesciences, Business Planning, Strategy, Fundraising, Accounting, Financial Modeling, Process Improvement, Capital Markets, Investments, Management, Executive Management, Management Consulting, Competitive Analysis, Program Management, Start-ups, Valuation, SEC filings, Corporate Finance, Corporate Development, Private Equity, Financial Analysis, Entrepreneurship, Cross-functional Team..., Healthcare, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Budgets, Leadership, Acquisition Integration, IPO, Venture Capital, Restructuring, Emerging Markets, Private Placements, M&A experience, Capital Raising, Acquisitions, Managerial Finance, Angel Investing, Divestitures, Venture Financing, LBO
Education
Harvard Business School
MBA, Business
Williams College
BA, History
Ondra Partners April 2015 - Present
Macrocure 2014 - Present
Community-Word Project 2005 - Present
Rocket Science 2014 - 2015
Vision Sciences 2008 - 2012
HSBC 2005 - 2008
Bear Stearns 2000 - 2005
SG Cowen 1997 - 2000
Furman Selz Inc 1995 - 1997
Goldman Sachs 1994 - 1994
Skills
Investor Relations, Mergers, Strategic Planning, Business Development, Finance, Medical Devices, Lifesciences, Business Planning, Strategy, Fundraising, Accounting, Financial Modeling, Process Improvement, Capital Markets, Investments, Management, Executive Management, Management Consulting, Competitive Analysis, Program Management, Start-ups, Valuation, SEC filings, Corporate Finance, Corporate Development, Private Equity, Financial Analysis, Entrepreneurship, Cross-functional Team..., Healthcare, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Budgets, Leadership, Acquisition Integration, IPO, Venture Capital, Restructuring, Emerging Markets, Private Placements, M&A experience, Capital Raising, Acquisitions, Managerial Finance, Angel Investing, Divestitures, Venture Financing, LBO
Education
Harvard Business School
MBA, Business
Williams College
BA, History
Erin Ang Erin Ang's SG Cowen Experience 1999 - 2002
Job Amazon, Senior Marketing Manager, Social Advertising
Industry Internet
Experience
Amazon 2014 - 2014
Citi 2012 - 2013
Citi 2009 - 2012
Citi 2006 - 2009
Citi 2004 - 2006
SG Cowen 1999 - 2002
Skills
Social Media, Digital Marketing, Customer Acquisition, Product Management, Financial Modeling, Channel Partners, Customer Retention
Education
NYU School of Continuing and Professional Studies
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania - The Wharton School
Bachelor of Science (BS)
Amazon 2014 - 2014
Citi 2012 - 2013
Citi 2009 - 2012
Citi 2006 - 2009
Citi 2004 - 2006
SG Cowen 1999 - 2002
Skills
Social Media, Digital Marketing, Customer Acquisition, Product Management, Financial Modeling, Channel Partners, Customer Retention
Education
NYU School of Continuing and Professional Studies
New York University - Leonard N. Stern School of Business
MBA
University of Pennsylvania - The Wharton School
Bachelor of Science (BS)
Jackie Aquino Jackie Aquino's SG Cowen Experience October 2005 - April 2006
Job Senior Project Manager Technology Services
Industry Financial Services
Experience
RBS April 2006 - Present
SG Cowen October 2005 - April 2006
American Stock Exchange August 2004 - October 2005
Wachovia Securities December 2000 - August 2004
Merrill Lynch April 1998 - December 2000
Skills
Trading Systems, Fixed Income, Equities, Options, Electronic Trading, SDLC, Business Analysis, Financial Services, Banking, Equity Trading, Project Management, PMBOK, Business Requirements, Payment Systems, Bloomberg, Requirements Gathering, SWIFT messages, Budget Forecasts, Strategic Planning, Mutual Funds, SWIFT payments, Financial Risk, Portfolio Management, PMO, Project Portfolio..., Analysis, Distributed Systems, Regulatory Requirements, Mainframe Architecture, Distributed Architecture, Vendor Management
Education
City University of New York-College of Staten Island
Bachelor of Science, Business
Villanova University
PMP Certification Preparation
RBS April 2006 - Present
SG Cowen October 2005 - April 2006
American Stock Exchange August 2004 - October 2005
Wachovia Securities December 2000 - August 2004
Merrill Lynch April 1998 - December 2000
Skills
Trading Systems, Fixed Income, Equities, Options, Electronic Trading, SDLC, Business Analysis, Financial Services, Banking, Equity Trading, Project Management, PMBOK, Business Requirements, Payment Systems, Bloomberg, Requirements Gathering, SWIFT messages, Budget Forecasts, Strategic Planning, Mutual Funds, SWIFT payments, Financial Risk, Portfolio Management, PMO, Project Portfolio..., Analysis, Distributed Systems, Regulatory Requirements, Mainframe Architecture, Distributed Architecture, Vendor Management
Education
City University of New York-College of Staten Island
Bachelor of Science, Business
Villanova University
PMP Certification Preparation
Peter Theos Peter Theos's SG Cowen Experience April 2000 - July 2005
Job Program Manager at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard October 2014 - Present
Hewlett-Packard April 2014 - September 2014
Hewlett-Packard June 2013 - March 2014
Hewlett-Packard March 2012 - January 2013
Hewlett-Packard February 2011 - January 2012
Hewlett-Packard August 2010 - January 2011
Hewlett Packard January 2007 - July 2010
Hewlett Packard April 2006 - July 2010
SG Cowen April 2000 - July 2005
SG Cowen April 2000 - June 2005
Skills
VoIP, Video Conferencing, Data Center, Budgeting, HP, UCC, Project Portfolio..., Project Implementation, Project Planning, Project Delivery, Budgets, Project Management, Vendor Management, IT Service Management, ITIL, Program Management, IT Management, Servers, Cross-functional Team..., System Administration, PMP, PMO, Service Delivery, Microsoft Exchange, Management, Integration, Troubleshooting, System Deployment, Infrastructure, Pre-sales, Disaster Recovery, IT Strategy, Strategy, Information Technology, Hardware, IT Operations, Technical Support
Education
PMI 2005 — 2007
PMP, Project Manager
Northeastern University 1992 — 1994
Finance, Intrnational Finance, 3.4
Massachusetts Bay Community College 1990 — 1992
Business, business management, 3.8
Foxborough High School 1985 — 1989
High School Deploma, Business Administration and Management, General
Hewlett-Packard October 2014 - Present
Hewlett-Packard April 2014 - September 2014
Hewlett-Packard June 2013 - March 2014
Hewlett-Packard March 2012 - January 2013
Hewlett-Packard February 2011 - January 2012
Hewlett-Packard August 2010 - January 2011
Hewlett Packard January 2007 - July 2010
Hewlett Packard April 2006 - July 2010
SG Cowen April 2000 - July 2005
SG Cowen April 2000 - June 2005
Skills
VoIP, Video Conferencing, Data Center, Budgeting, HP, UCC, Project Portfolio..., Project Implementation, Project Planning, Project Delivery, Budgets, Project Management, Vendor Management, IT Service Management, ITIL, Program Management, IT Management, Servers, Cross-functional Team..., System Administration, PMP, PMO, Service Delivery, Microsoft Exchange, Management, Integration, Troubleshooting, System Deployment, Infrastructure, Pre-sales, Disaster Recovery, IT Strategy, Strategy, Information Technology, Hardware, IT Operations, Technical Support
Education
PMI 2005 — 2007
PMP, Project Manager
Northeastern University 1992 — 1994
Finance, Intrnational Finance, 3.4
Massachusetts Bay Community College 1990 — 1992
Business, business management, 3.8
Foxborough High School 1985 — 1989
High School Deploma, Business Administration and Management, General
Jeff Nicklas Jeff Nicklas's SG Cowen Experience 1999 - 2000
Job Director at HSBC Securities
Industry Banking
Experience
HSBC Securities (USA) Inc 2005 - Present
Lehman Brothers 2000 - 2005
SG Cowen 1999 - 2000
Union Bank of Switzerland 1996 - 1998
Union Bank of Switzerland 1992 - 1996
Skills
Capital Markets, Trading, Equities, Bonds, Equity Capital Markets, Fixed Income, Client Development, Sales Management, New Business Development, Series 7, Investments, Hedge Funds, Securities, Financial Analysis, Investment Banking, Customer Service, Origination, Customer Relations, Equity Derivatives, Derivatives, Share Repurchase, Syndicate, Relationship Management, Convertible Bonds, Generating Revenue, Leadership
Education
Columbia University - Columbia Business School
MBA, Finance and Management
University of Virginia
BS, Finance, Accounting
HSBC Securities (USA) Inc 2005 - Present
Lehman Brothers 2000 - 2005
SG Cowen 1999 - 2000
Union Bank of Switzerland 1996 - 1998
Union Bank of Switzerland 1992 - 1996
Skills
Capital Markets, Trading, Equities, Bonds, Equity Capital Markets, Fixed Income, Client Development, Sales Management, New Business Development, Series 7, Investments, Hedge Funds, Securities, Financial Analysis, Investment Banking, Customer Service, Origination, Customer Relations, Equity Derivatives, Derivatives, Share Repurchase, Syndicate, Relationship Management, Convertible Bonds, Generating Revenue, Leadership
Education
Columbia University - Columbia Business School
MBA, Finance and Management
University of Virginia
BS, Finance, Accounting
Robert J. Schwartz PhD's SG Cowen Experience 1996 - 2000
Job Corporate Development and Strategy Leader
Industry Computer Software
Experience
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Eric Fernandez, CFA Eric Fernandez, CFA's SG Cowen Experience 2000 - 2002
Job Principal at Two Rivers Analytics
Industry Research
Experience
Two Rivers Analytics September 2010 - Present
Cirrus Research, LLC January 2007 - August 2010
SG Cowen 2000 - 2002
Citigroup 1996 - 2000
Kleinwort Benson 1992 - 1996
Skills
Valuation, Industry Analysis, Equity Research, Fundamental Research, Financial Modeling, Debt, Credit Analysis, Short Selling, Mergers, Due Diligence, Mergers & Acquisitions, Hedge Funds, Restructuring, Competitive Analysis, Equity Valuation, Asset Management, Equities, Research, Corporate Finance, Commodity, Leveraged Finance, Analysis, Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance & Accounting
University of Florida 1983 — 1986
BSBA, Finance
Two Rivers Analytics September 2010 - Present
Cirrus Research, LLC January 2007 - August 2010
SG Cowen 2000 - 2002
Citigroup 1996 - 2000
Kleinwort Benson 1992 - 1996
Skills
Valuation, Industry Analysis, Equity Research, Fundamental Research, Financial Modeling, Debt, Credit Analysis, Short Selling, Mergers, Due Diligence, Mergers & Acquisitions, Hedge Funds, Restructuring, Competitive Analysis, Equity Valuation, Asset Management, Equities, Research, Corporate Finance, Commodity, Leveraged Finance, Analysis, Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance & Accounting
University of Florida 1983 — 1986
BSBA, Finance
Edward Padin Edward Padin's SG Cowen Experience September 1991 - August 1994
Job Principal Sales Engineer at Citrix Systems
Industry Information Technology and Services
Experience
Citrix Systems May 2007 - Present
Citrix Systems 2007 - Present
Citigroup December 2005 - May 2007
Corente November 2000 - December 2005
WAGNER-WEBER ASSOCIATES, INC October 1994 - November 2000
Mabon Securites (Subsidiary of IMI) August 1994 - October 1994
SG Cowen September 1991 - August 1994
Weiser LLP January 1990 - September 1991
Mercantile Stores Company Inc November 1988 - January 1990
Education
New York University - Polytechnic School of Engineering 1984 — 1989
Citrix Systems May 2007 - Present
Citrix Systems 2007 - Present
Citigroup December 2005 - May 2007
Corente November 2000 - December 2005
WAGNER-WEBER ASSOCIATES, INC October 1994 - November 2000
Mabon Securites (Subsidiary of IMI) August 1994 - October 1994
SG Cowen September 1991 - August 1994
Weiser LLP January 1990 - September 1991
Mercantile Stores Company Inc November 1988 - January 1990
Education
New York University - Polytechnic School of Engineering 1984 — 1989
Anthony D. Carlucci Jr Anthony D. Carlucci Jr's SG Cowen Experience 1998 - 2001
Job Finance Manager at Lexus of Route 10
Industry Automotive
Experience
Lexus of Route 10 January 2014 - Present
Deep Blue Communications August 2012 - December 2013
Knight Capital Group February 2004 - October 2011
Citigroup 2001 - 2004
SG Cowen 1998 - 2001
Josephthal, Lyon & Ross 1996 - 1998
Skills
Social Media, Social Media Marketing, Business Networking, Financial Statement..., Team Building, Selling Skills, Marketing, Lead Generation, Securities, Sales, Trading, Business Development, CRM, Leadership, Salesforce.com, Strategic Partnerships, Equity Trading, Hedge Funds, New Business Development, Electronic Trading, Series 7, Series 63, Cloud Computing
Education
Marist College 1991 — 1996
BS, Business Marketing
Seton Hall Prep 1988 — 1991
Lexus of Route 10 January 2014 - Present
Deep Blue Communications August 2012 - December 2013
Knight Capital Group February 2004 - October 2011
Citigroup 2001 - 2004
SG Cowen 1998 - 2001
Josephthal, Lyon & Ross 1996 - 1998
Skills
Social Media, Social Media Marketing, Business Networking, Financial Statement..., Team Building, Selling Skills, Marketing, Lead Generation, Securities, Sales, Trading, Business Development, CRM, Leadership, Salesforce.com, Strategic Partnerships, Equity Trading, Hedge Funds, New Business Development, Electronic Trading, Series 7, Series 63, Cloud Computing
Education
Marist College 1991 — 1996
BS, Business Marketing
Seton Hall Prep 1988 — 1991
Richard Bayman Richard Bayman's SG Cowen Experience August 2000 - March 2003
Job Principal at Hammond Hanlon Camp LLC
Industry Financial Services
Experience
Hammond Hanlon Camp LLC June 2011 - Present
Shattuck Hammond Partners November 2003 - June 2011
SG Cowen August 2000 - March 2003
General Electric November 1991 - June 1998
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
The University of Connecticut 1986 — 2000
Economics
Hammond Hanlon Camp LLC June 2011 - Present
Shattuck Hammond Partners November 2003 - June 2011
SG Cowen August 2000 - March 2003
General Electric November 1991 - June 1998
Education
Emory University - Goizueta Business School 1998 — 2000
MBA, Finance
The University of Connecticut 1986 — 2000
Economics
Mark Kuper Mark Kuper's SG Cowen Experience 1998 - 1999
Job
Industry Investment Management
Experience
Telluride Asset Management LLC August 2002 - January 2015
Knight Trading Group 2000 - 2002
SG Cowen 1998 - 1999
Lek Schoenau & Co. 1996 - 1998
Spear Leeds & Kellogg 1985 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Trading, Trading Systems, Asset Management, Derivatives, Portfolio Management, Fixed Income, Options, Investments, Commodity, Asset Managment, Investment Management, Capital Markets, Securities, Financial Markets, Series 7, Asset Allocation, Fund Of Funds, Risk Management, Investment Banking, Equity Trading, Financial Modeling, Private Equity, Bloomberg, Equity Derivatives, Hedging, ETFs, Investment Strategies, FX Options, Bonds, Market Risk, Proprietary Trading, Microsoft Office, Cross-functional Team..., Team Building, Due Diligence, Investor Relations, Strategy, Venture Capital, Mergers & Acquisitions, Executive Management, Prime Brokerage, Commodity Markets, Financial Futures, Mutual Funds, Regulatory Compliance, Management
Education
University of Florida 1979 — 1981
BSBA, Finance
Rensselaer Polytechnic Institute 1977 — 1979
Telluride Asset Management LLC August 2002 - January 2015
Knight Trading Group 2000 - 2002
SG Cowen 1998 - 1999
Lek Schoenau & Co. 1996 - 1998
Spear Leeds & Kellogg 1985 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Trading, Trading Systems, Asset Management, Derivatives, Portfolio Management, Fixed Income, Options, Investments, Commodity, Asset Managment, Investment Management, Capital Markets, Securities, Financial Markets, Series 7, Asset Allocation, Fund Of Funds, Risk Management, Investment Banking, Equity Trading, Financial Modeling, Private Equity, Bloomberg, Equity Derivatives, Hedging, ETFs, Investment Strategies, FX Options, Bonds, Market Risk, Proprietary Trading, Microsoft Office, Cross-functional Team..., Team Building, Due Diligence, Investor Relations, Strategy, Venture Capital, Mergers & Acquisitions, Executive Management, Prime Brokerage, Commodity Markets, Financial Futures, Mutual Funds, Regulatory Compliance, Management
Education
University of Florida 1979 — 1981
BSBA, Finance
Rensselaer Polytechnic Institute 1977 — 1979
Sharon (Stanczyk) Downs's SG Cowen Experience 1998 - 1999
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase October 2006 - Present
Bank One 2004 - 2005
Bank One 2004 - 2005
Technology Solutions Company 1998 - 2001
SG Cowen 1998 - 1999
Skills
Business Analysis, SDLC, Vendor Management, Risk Management, Program Management, Banking, Process Improvement, Management, Project Management, IT Strategy
Education
University of Illinois at Urbana-Champaign
BS, Communications
JPMorgan Chase October 2006 - Present
Bank One 2004 - 2005
Bank One 2004 - 2005
Technology Solutions Company 1998 - 2001
SG Cowen 1998 - 1999
Skills
Business Analysis, SDLC, Vendor Management, Risk Management, Program Management, Banking, Process Improvement, Management, Project Management, IT Strategy
Education
University of Illinois at Urbana-Champaign
BS, Communications
Thomas Hyde Thomas Hyde's SG Cowen Experience 1998 - 2000
Job Institutional Sales Trader @ MINT
Industry Capital Markets
Experience
MINT Partners 2013 - Present
SCS Tradition 2010 - 2013
Newedge 2008 - 2010
Fimat USA 2000 - 2008
SG Cowen 1998 - 2000
Cowen and Company 1993 - 1998
Murphy & Durieu 1991 - 1993
Fundamental Corporate Brokers 1989 - 1991
Cantor Fitzgerald 1985 - 1989
Shatkin Trading Company 1984 - 1985
Skills
Trading, Bonds, Equities, Equity Derivatives, Sales
Education
Teachers College of Columbia University 2006 — 2008
Communication and Media Studies
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA)
Kent School Kent, Connecticut 1976 — 1979
Harvard Business School
Launching New Ventures
MINT Partners 2013 - Present
SCS Tradition 2010 - 2013
Newedge 2008 - 2010
Fimat USA 2000 - 2008
SG Cowen 1998 - 2000
Cowen and Company 1993 - 1998
Murphy & Durieu 1991 - 1993
Fundamental Corporate Brokers 1989 - 1991
Cantor Fitzgerald 1985 - 1989
Shatkin Trading Company 1984 - 1985
Skills
Trading, Bonds, Equities, Equity Derivatives, Sales
Education
Teachers College of Columbia University 2006 — 2008
Communication and Media Studies
Washington and Lee University 1979 — 1984
Bachelor of Arts (BA)
Kent School Kent, Connecticut 1976 — 1979
Harvard Business School
Launching New Ventures
Daniel A. Murphy Daniel A. Murphy's SG Cowen Experience May 2001 - September 2001
Job Vice President of Home Improvement Lending at Home Loan Investment Bank
Industry Banking
Experience
Home Loan Investment Bank September 2014 - Present
Hatch Entrepreneurial Center September 2013 - Present
Ocean Capital October 2007 - Present
Home Loan Investment Bank, FSB December 2001 - Present
Ocean Capital June 2007 - October 2007
SG Cowen May 2001 - September 2001
Lehman Brothers May 1998 - September 1998
Skills
Business Expansion, Debt Consolidation, Loans, Commercial Lending, Mortgage Lending, Credit, Credit Analysis, Small Business Lending, Banking, Loan Origination, Financial Analysis, Commercial Mortgages, Commercial Banking, Refinance, Mortgage Banking, Real Estate, Sales, Finance, Relationship Management, Business Development, Sales Management, Funding, Commercial Real Estate, Real Estate Financing, Financial Services, Management, Negotiation, Marketing, Investment Properties, Mergers & Acquisitions, Investments, Residential Mortgages, Small Business, New Business Development, FHA, Strategic Planning, Business Planning, Underwriting, Portfolio Management
Education
UNSW Australia 2000 — 2001
Brown University 1997 — 2001
Choate Rosemary Hall 1995 — 1996
Home Loan Investment Bank September 2014 - Present
Hatch Entrepreneurial Center September 2013 - Present
Ocean Capital October 2007 - Present
Home Loan Investment Bank, FSB December 2001 - Present
Ocean Capital June 2007 - October 2007
SG Cowen May 2001 - September 2001
Lehman Brothers May 1998 - September 1998
Skills
Business Expansion, Debt Consolidation, Loans, Commercial Lending, Mortgage Lending, Credit, Credit Analysis, Small Business Lending, Banking, Loan Origination, Financial Analysis, Commercial Mortgages, Commercial Banking, Refinance, Mortgage Banking, Real Estate, Sales, Finance, Relationship Management, Business Development, Sales Management, Funding, Commercial Real Estate, Real Estate Financing, Financial Services, Management, Negotiation, Marketing, Investment Properties, Mergers & Acquisitions, Investments, Residential Mortgages, Small Business, New Business Development, FHA, Strategic Planning, Business Planning, Underwriting, Portfolio Management
Education
UNSW Australia 2000 — 2001
Brown University 1997 — 2001
Choate Rosemary Hall 1995 — 1996
Blaine Carroll, CFA Blaine Carroll, CFA's SG Cowen Experience June 1994 - August 2000
Job V.P. of Strategic Initiatives at Delta Dental of Rhode Island
Industry Venture Capital & Private Equity
Experience
Delta Dental of Rhode Island January 2014 - Present
Avian Securities December 2011 - December 2012
Hudson Securities/Rodman & Renshaw August 2010 - September 2011
FTN Equity Capital Markets July 2006 - April 2010
Oppenheimer & Co. June 2004 - July 2005
Adams & Harkness August 2000 - June 2004
SG Cowen June 1994 - August 2000
Skills
Wireless, Telecommunications, Financial Modeling, Equity Research, Semiconductors, Portfolio Management, Equities, Investments, Valuation, Financial Analysis, Capital Markets, Asset Managment
Education
Providence College 1979 — 1983
Bachelor of Arts, Math/Computer Science/Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1994
MBA, Finance, General
Delta Dental of Rhode Island January 2014 - Present
Avian Securities December 2011 - December 2012
Hudson Securities/Rodman & Renshaw August 2010 - September 2011
FTN Equity Capital Markets July 2006 - April 2010
Oppenheimer & Co. June 2004 - July 2005
Adams & Harkness August 2000 - June 2004
SG Cowen June 1994 - August 2000
Skills
Wireless, Telecommunications, Financial Modeling, Equity Research, Semiconductors, Portfolio Management, Equities, Investments, Valuation, Financial Analysis, Capital Markets, Asset Managment
Education
Providence College 1979 — 1983
Bachelor of Arts, Math/Computer Science/Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1994
MBA, Finance, General
Kyle Stults Kyle Stults's SG Cowen Experience June 1999 - September 1999
Job
Industry Financial Services
Experience
GFO Oil LLC May 2015 - Present
Novus Via L.P. July 2013 - Present
Perpetuelle January 2010 - Present
GFO Oil LLC October 2014 - April 2015
Journelle May 2012 - November 2012
Martek May 2005 - October 2011
Wm Smith Securities August 2002 - January 2005
SG Cowen Securities June 2000 - July 2002
SG Cowen June 1999 - September 1999
Education
University of Denver 1996 — 2000
B.S.B.A., cum laude, Finance
Wray High School 1992 — 1996
GFO Oil LLC May 2015 - Present
Novus Via L.P. July 2013 - Present
Perpetuelle January 2010 - Present
GFO Oil LLC October 2014 - April 2015
Journelle May 2012 - November 2012
Martek May 2005 - October 2011
Wm Smith Securities August 2002 - January 2005
SG Cowen Securities June 2000 - July 2002
SG Cowen June 1999 - September 1999
Education
University of Denver 1996 — 2000
B.S.B.A., cum laude, Finance
Wray High School 1992 — 1996
JoEileen Tiermas JoEileen Tiermas's SG Cowen Experience March 2000 - September 2001
Job Virtual Assistant | Executive Assistant | Personal Assistant | Entrepreneur
Industry Retail
Experience
Tiermark Global March 2013 - Present
ARAMARK February 2009 - February 2013
Carmel Partners 2001 - 2007
SG Cowen March 2000 - September 2001
McCann December 1994 - December 1996
Mervyns June 1986 - September 1994
Skills
Outlook, Word, Microsoft Office, PowerPoint, Excel, Customer Service, Payroll Processing, Access, Administrative Support, Event Planning, Data Entry, Office Management, Calendars, Typing, Contract Negotiation, Telephone Skills, Event Management, Budgeting, Promotions, Microsoft Excel, Administrative..., Microsoft Word, Budgets, Process Scheduler, Time Management, Payroll, Negotiation, Strategic Planning, Employee Relations, System Administration, Customer Satisfaction, Training, Supervisory Skills, Purchasing, Hiring, Sales, Forecasting, Advertising, Inventory Management, Team Building, Social Media Marketing, Leadership, Human Resources, Retail, Recruiting, Social Networking, Entrepreneurship, Administration, Management, Administrative...
Education
Laney College
Associates Degree, Business Administration, Graduated with Honors
Tiermark Global March 2013 - Present
ARAMARK February 2009 - February 2013
Carmel Partners 2001 - 2007
SG Cowen March 2000 - September 2001
McCann December 1994 - December 1996
Mervyns June 1986 - September 1994
Skills
Outlook, Word, Microsoft Office, PowerPoint, Excel, Customer Service, Payroll Processing, Access, Administrative Support, Event Planning, Data Entry, Office Management, Calendars, Typing, Contract Negotiation, Telephone Skills, Event Management, Budgeting, Promotions, Microsoft Excel, Administrative..., Microsoft Word, Budgets, Process Scheduler, Time Management, Payroll, Negotiation, Strategic Planning, Employee Relations, System Administration, Customer Satisfaction, Training, Supervisory Skills, Purchasing, Hiring, Sales, Forecasting, Advertising, Inventory Management, Team Building, Social Media Marketing, Leadership, Human Resources, Retail, Recruiting, Social Networking, Entrepreneurship, Administration, Management, Administrative...
Education
Laney College
Associates Degree, Business Administration, Graduated with Honors
Michael Penfield Michael Penfield's SG Cowen Experience April 1994 - August 2000
Job Founder FanDistro.com
Industry Music
Experience
FanDistro LLC January 2007 - Present
LeaseTrading, Inc January 2000 - July 2004
SG Cowen April 1994 - August 2000
The Lodestar Group March 1990 - April 1994
Merrill Lynch December 1986 - March 1990
Citibank 1984 - 1987
Skills
Music, Social Media Marketing, Social Media, Start-ups, Corporate Development, Business Strategy, Digital Distribution, PHP, jQuery, JavaScript, MySQL, ActionScript, Mergers, Investment Banking, Mergers & Acquisitions, E-commerce, Executive Management, Corporate Finance, Marketing, Digital Media, New Media, Strategic Partnerships, Investments, Venture Capital
Education
University of Denver - Daniels College of Business 1979 — 1983
BSBA, Finance
FanDistro LLC January 2007 - Present
LeaseTrading, Inc January 2000 - July 2004
SG Cowen April 1994 - August 2000
The Lodestar Group March 1990 - April 1994
Merrill Lynch December 1986 - March 1990
Citibank 1984 - 1987
Skills
Music, Social Media Marketing, Social Media, Start-ups, Corporate Development, Business Strategy, Digital Distribution, PHP, jQuery, JavaScript, MySQL, ActionScript, Mergers, Investment Banking, Mergers & Acquisitions, E-commerce, Executive Management, Corporate Finance, Marketing, Digital Media, New Media, Strategic Partnerships, Investments, Venture Capital
Education
University of Denver - Daniels College of Business 1979 — 1983
BSBA, Finance
Josh Barocas Josh Barocas's SG Cowen Experience June 2002 - September 2004
Job Executive Director, Consumer Revenue & Partnerships at Sharecare, Inc
Industry Internet
Experience
Sharecare, Inc. April 2015 - Present
Sharecare, Inc November 2013 - Present
Sharecare, Inc November 2011 - Present
CNN January 2011 - November 2011
CNN June 2008 - January 2011
CNN August 2006 - June 2008
CNN October 2004 - August 2006
SG Cowen June 2002 - September 2004
Norwegian Cruise Lines 2001 - 2001
Skills
Digital Media, Strategic Partnerships, Digital Strategy, Social Media, New Media, Online Advertising, Business Development, Analytics, Strategic Planning, Corporate Development, Financial Modeling, Business Strategy, Product Management, Competitive Analysis, Mergers, SEM, Management, Business Planning, Cross-functional Team..., Business Intelligence, Strategy, Mergers, Team Building
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Sharecare, Inc. April 2015 - Present
Sharecare, Inc November 2013 - Present
Sharecare, Inc November 2011 - Present
CNN January 2011 - November 2011
CNN June 2008 - January 2011
CNN August 2006 - June 2008
CNN October 2004 - August 2006
SG Cowen June 2002 - September 2004
Norwegian Cruise Lines 2001 - 2001
Skills
Digital Media, Strategic Partnerships, Digital Strategy, Social Media, New Media, Online Advertising, Business Development, Analytics, Strategic Planning, Corporate Development, Financial Modeling, Business Strategy, Product Management, Competitive Analysis, Mergers, SEM, Management, Business Planning, Cross-functional Team..., Business Intelligence, Strategy, Mergers, Team Building
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Manish Narula Manish Narula's SG Cowen Experience June 2004 - September 2004
Job Director, Corporate Development (M&A) at ARM
Industry Investment Banking
Experience
ARM February 2015 - Present
Microsoft June 2011 - December 2014
Microsoft June 2008 - June 2011
Thomas Weisel Partners April 2005 - April 2008
SLAC National Accelerator Laboratory April 2003 - March 2005
SG Cowen June 2004 - September 2004
Sona Koyo Steering Systems Ltd December 2001 - July 2002
Sunglow Technologies 2001 - 2001
Force Motors / Bajaj Tempo Ltd. July 2000 - December 2000
Skills
Financial Modeling, Corporate Finance, Mergers, Strategy, Valuation, Due Diligence, Venture Capital, Corporate Development, Analytics, Investment Banking, Business Analysis, Investments, Finance, Management, Analysis, Project Management, Acquisitions, Joint Ventures, Negotiation, Divestitures, Private Equity, Mergers & Acquisitions, Cross-functional Team..., General Awesomeness, Awesomeness
Education
Stanford University 2003 — 2005
M.S., Management Science & Engineering
National Institute of Technology, Jalandhar, India 1997 — 2001
B. Tech., Industrial Engineering
Hislop College, Nagpur, India 1995 — 1997
High School, Science
Bharatiya Vidya Bhavan, Nagpur, India 1991 — 1995
Middle School, Science
ARM February 2015 - Present
Microsoft June 2011 - December 2014
Microsoft June 2008 - June 2011
Thomas Weisel Partners April 2005 - April 2008
SLAC National Accelerator Laboratory April 2003 - March 2005
SG Cowen June 2004 - September 2004
Sona Koyo Steering Systems Ltd December 2001 - July 2002
Sunglow Technologies 2001 - 2001
Force Motors / Bajaj Tempo Ltd. July 2000 - December 2000
Skills
Financial Modeling, Corporate Finance, Mergers, Strategy, Valuation, Due Diligence, Venture Capital, Corporate Development, Analytics, Investment Banking, Business Analysis, Investments, Finance, Management, Analysis, Project Management, Acquisitions, Joint Ventures, Negotiation, Divestitures, Private Equity, Mergers & Acquisitions, Cross-functional Team..., General Awesomeness, Awesomeness
Education
Stanford University 2003 — 2005
M.S., Management Science & Engineering
National Institute of Technology, Jalandhar, India 1997 — 2001
B. Tech., Industrial Engineering
Hislop College, Nagpur, India 1995 — 1997
High School, Science
Bharatiya Vidya Bhavan, Nagpur, India 1991 — 1995
Middle School, Science
David Rappaport, CFA's SG Cowen Experience 2004 - 2006
Job Senior Vice President at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. 2014 - Present
Inverness Advisors, LLC 2009 - 2014
Stanford Group Company 2008 - 2009
Thomas Weisel Partners 2006 - 2008
SG Cowen 2004 - 2006
Ibbotson Associates 1998 - 2002
Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements
Education
Emory University - Goizueta Business School 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance and Economics
Raymond James Financial Inc. 2014 - Present
Inverness Advisors, LLC 2009 - 2014
Stanford Group Company 2008 - 2009
Thomas Weisel Partners 2006 - 2008
SG Cowen 2004 - 2006
Ibbotson Associates 1998 - 2002
Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements
Education
Emory University - Goizueta Business School 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance and Economics
Ronald Murphy's SG Cowen Experience August 2005 - June 2006
Job VP Investor Relations and Corporate Business Development at Primo Medical Group
Industry Medical Devices
Experience
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Charles Rupprecht Charles Rupprecht's SG Cowen Experience 1999 - 2001
Job Senior IT Manager
Industry Financial Services
Experience
AIG July 2013 - March 2014
Independent Consultant February 2013 - July 2013
HSBC Securities (USA), Inc. September 2011 - February 2013
Fidessa January 2009 - August 2011
JPMorgan Chase August 2008 - October 2008
Bear, Stearns & Co. Inc. May 2007 - October 2008
American Stock Exchange January 2006 - May 2007
HSBC May 2005 - January 2006
BNP Paribas September 2001 - April 2005
SG Cowen 1999 - 2001
Skills
Trading Systems, Trading, Electronic Trading, Equity Trading, Quality Assurance, Market Data, Business Analysis, IT Management, Equities, Testing, Options, Hedge Funds, Financial Services, Investment Banking, Fidessa, Financial Markets, Low Latency, Algorithmic Trading..., Middle Office, FIX, Requirements Gathering, Cross-functional Team..., Team Leadership, Exchange Connectivity, Software Project..., Reference Data, Production Support, Back Office, Prime Brokerage, Equity Derivatives, Order Management, SDLC, Sybase, Interest Rate..., Fixed Income, Settlement, Securities, IT Strategy, Capital Markets, Credit Derivatives, FX Options, Bloomberg, Commodity, Bonds, Management, Project Management
Education
University of Notre Dame - Mendoza College of Business 1983 — 1985
MBA, Finance and MIS
Stevens Institute of Technology 1979 — 1983
BEChE, Chemical Engineering
Bernards High School 1974 — 1979
High School Diploma, Pre-College - Science
AIG July 2013 - March 2014
Independent Consultant February 2013 - July 2013
HSBC Securities (USA), Inc. September 2011 - February 2013
Fidessa January 2009 - August 2011
JPMorgan Chase August 2008 - October 2008
Bear, Stearns & Co. Inc. May 2007 - October 2008
American Stock Exchange January 2006 - May 2007
HSBC May 2005 - January 2006
BNP Paribas September 2001 - April 2005
SG Cowen 1999 - 2001
Skills
Trading Systems, Trading, Electronic Trading, Equity Trading, Quality Assurance, Market Data, Business Analysis, IT Management, Equities, Testing, Options, Hedge Funds, Financial Services, Investment Banking, Fidessa, Financial Markets, Low Latency, Algorithmic Trading..., Middle Office, FIX, Requirements Gathering, Cross-functional Team..., Team Leadership, Exchange Connectivity, Software Project..., Reference Data, Production Support, Back Office, Prime Brokerage, Equity Derivatives, Order Management, SDLC, Sybase, Interest Rate..., Fixed Income, Settlement, Securities, IT Strategy, Capital Markets, Credit Derivatives, FX Options, Bloomberg, Commodity, Bonds, Management, Project Management
Education
University of Notre Dame - Mendoza College of Business 1983 — 1985
MBA, Finance and MIS
Stevens Institute of Technology 1979 — 1983
BEChE, Chemical Engineering
Bernards High School 1974 — 1979
High School Diploma, Pre-College - Science
Stephanie Scherer Young's SG Cowen Experience November 1996 - November 1999
Job Managing Director at US Trust Bank of America
Industry Banking
Experience
US Trust Bank of America November 2007 - Present
SG Cowen November 1996 - November 1999
Skills
Investments, Capital Markets, Management, Equities, Portfolio Management, Asset Management, Alternative Investments
Education
Columbia University in the City of New York
Master's degree, International Relations and Affairs
New York University
Master of Business Administration (MBA), Accounting and Finance
University of Michigan
Bachelor of Arts (B.A.), Economics
US Trust Bank of America November 2007 - Present
SG Cowen November 1996 - November 1999
Skills
Investments, Capital Markets, Management, Equities, Portfolio Management, Asset Management, Alternative Investments
Education
Columbia University in the City of New York
Master's degree, International Relations and Affairs
New York University
Master of Business Administration (MBA), Accounting and Finance
University of Michigan
Bachelor of Arts (B.A.), Economics
Sean Crowley's SG Cowen Experience June 2003 - August 2003
Job Branch Manager & Loan Officer at CMG Financial
Industry Financial Services
Experience
CMG Financial October 2012 - Present
Wells Fargo Securities (Wachovia Securities) June 2007 - September 2012
CIBC World Markets March 2006 - May 2007
J.P. Morgan Securities July 2004 - February 2006
SG Cowen June 2003 - August 2003
Capgemini Ernst & Young LLC January 1999 - June 2002
The Walt Disney Company January 1995 - December 1997
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA Financing, Valuation, Corporate Finance, Financial Modeling, Investment Banking, LBO, Structured Finance, Private Placements, Debt Restructuring, Business Planning, Due Diligence, Real Estate, Equity Capital Markets, Series 7, High Yield, Credit Analysis, Acquisitions, IPO, Strategic Planning, Negotiation, Real Estate Financing, Management Consulting, Series 63, M&A execution, Cash Flow Forecasting, Strategic Partnerships, Mezzanine, M&A Modeling, Capital Markets Advisory, Development Financing, Casino Gaming, Indian Gaming, Online Casino, Lodging, Competitive Analysis, Mergers, Financial Sponsors, Revolving Lines of..., Term Loan, High Grade, Statistical Modeling, Casino, Entertainment Industry, Industrial Engineering, SEC filings
Education
Anderson School at UCLA 2002 — 2004
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology 1993 — 1998
Bachelor's degree, Industrial Engineering
Good Counsel High School - Maryland 1989 — 1993
CMG Financial October 2012 - Present
Wells Fargo Securities (Wachovia Securities) June 2007 - September 2012
CIBC World Markets March 2006 - May 2007
J.P. Morgan Securities July 2004 - February 2006
SG Cowen June 2003 - August 2003
Capgemini Ernst & Young LLC January 1999 - June 2002
The Walt Disney Company January 1995 - December 1997
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Refinance, Loans, FHA Financing, Valuation, Corporate Finance, Financial Modeling, Investment Banking, LBO, Structured Finance, Private Placements, Debt Restructuring, Business Planning, Due Diligence, Real Estate, Equity Capital Markets, Series 7, High Yield, Credit Analysis, Acquisitions, IPO, Strategic Planning, Negotiation, Real Estate Financing, Management Consulting, Series 63, M&A execution, Cash Flow Forecasting, Strategic Partnerships, Mezzanine, M&A Modeling, Capital Markets Advisory, Development Financing, Casino Gaming, Indian Gaming, Online Casino, Lodging, Competitive Analysis, Mergers, Financial Sponsors, Revolving Lines of..., Term Loan, High Grade, Statistical Modeling, Casino, Entertainment Industry, Industrial Engineering, SEC filings
Education
Anderson School at UCLA 2002 — 2004
Master of Business Administration (MBA), Finance, General
Georgia Institute of Technology 1993 — 1998
Bachelor's degree, Industrial Engineering
Good Counsel High School - Maryland 1989 — 1993
Anthony Tomicich Anthony Tomicich's SG Cowen Experience June 1998 - February 2000
Job Financial Operatons Specialist
Industry Investment Management
Experience
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
Greater New York City Area May 2015 - Present
UBS June 2013 - April 2015
AllianceBernstein April 2000 - June 2012
SG Cowen June 1998 - February 2000
Paine Webber April 1995 - June 1998
Kidder Peabody June 1992 - April 1995
Bear Stearns March 1989 - April 1992
Skills
Settlement, Corporate Actions, Fixed Income, Equities, Stocks, Securities, Asset Management, Bonds, Process Improvement, Dividends, Microsoft Excel, Account Reconciliation, Transfer Agency, Microsoft Word, Outlook, Financial Operations, Highly detail oriented, Brokers, Highly Dedicated, Exceptional People..., High Level Of Accuracy, Reorg, Buy-in, Operations Management, Stock Transfer, Financial Analysis, Prioritize Workload, Committed to..., Capital Markets, Financial Services, Investment Banking, Broadridge, ADP, DTCC, Loan Administration, WSO, Clearpar, Brokerage Operations, Fail Control, Bond Interest, Flexibility, Adaptability, Fast Paced Environment, Fast Learner, Multi Tasking
Education
Manhattan College 1984 — 1988
Bachelor of Science (Business Administration), Finance and Marketing Majors
John Urquhart's SG Cowen Experience July 2004 - March 2007
Job Vice President at HealthCare Royalty Partners
Industry Financial Services
Experience
HealthCare Royalty Partners May 2012 - Present
Cowen Healthcare Royalty Partners April 2007 - July 2010
SG Cowen July 2004 - March 2007
Cowen and Co. 2004 - 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Health Care Management
Brown University 2000 — 2004
BA, Economics
Fairfield Prep 1996 — 2000
HealthCare Royalty Partners May 2012 - Present
Cowen Healthcare Royalty Partners April 2007 - July 2010
SG Cowen July 2004 - March 2007
Cowen and Co. 2004 - 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Health Care Management
Brown University 2000 — 2004
BA, Economics
Fairfield Prep 1996 — 2000
Michael Hennessey, CFA Michael Hennessey, CFA's SG Cowen Experience 2001 - 2004
Job Vice President, Investment Research at IDC
Industry Financial Services
Experience
IDC March 2006 - Present
IDC 2006 - September 2010
Wachovia 2004 - 2006
SG Cowen 2001 - 2004
IDC 1999 - 2001
Pioneer Investments 1993 - 1999
Skills
Equity Research, Strategic Financial..., Project Management, Personal Financial..., Asset Management, Buy-side, Maintaining Strong..., Investment Research, Global Business..., Mutual Funds, Hedge Funds, Partnerships, Entrepreneurship, Equities, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1999
MBA, Finance
University of Vermont 1989 — 1993
Bachelor of Science (B.S.)
Springfield High School 1985 — 1989
IDC March 2006 - Present
IDC 2006 - September 2010
Wachovia 2004 - 2006
SG Cowen 2001 - 2004
IDC 1999 - 2001
Pioneer Investments 1993 - 1999
Skills
Equity Research, Strategic Financial..., Project Management, Personal Financial..., Asset Management, Buy-side, Maintaining Strong..., Investment Research, Global Business..., Mutual Funds, Hedge Funds, Partnerships, Entrepreneurship, Equities, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1999
MBA, Finance
University of Vermont 1989 — 1993
Bachelor of Science (B.S.)
Springfield High School 1985 — 1989
Chris Stix Chris Stix's SG Cowen Experience 1995 - 2000
Job Executive in Residence at Babson College Fund
Industry Investment Management
Experience
Babson College Fund January 2011 - Present
Country Drive Associates March 2002 - Present
Jolsin Diabetes Center 2005 - 2010
Morgan Stanley 2000 - 2002
SG Cowen 1995 - 2000
Boston Consulting Group 1981 - 1985
Skills
Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Management, Cleantech, Equities, Financial Modeling, Equity Research, Entrepreneurship, Start-ups, Strategy, Valuation, Business Strategy, Investments
Education
Harvard Business School 1979 — 1981
MBA
University of Wisconsin-Green Bay 1972 — 1976
BA, Environmental Studies/Personal Concentration
Babson College Fund January 2011 - Present
Country Drive Associates March 2002 - Present
Jolsin Diabetes Center 2005 - 2010
Morgan Stanley 2000 - 2002
SG Cowen 1995 - 2000
Boston Consulting Group 1981 - 1985
Skills
Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Management, Cleantech, Equities, Financial Modeling, Equity Research, Entrepreneurship, Start-ups, Strategy, Valuation, Business Strategy, Investments
Education
Harvard Business School 1979 — 1981
MBA
University of Wisconsin-Green Bay 1972 — 1976
BA, Environmental Studies/Personal Concentration
Ken Smoltz Ken Smoltz's SG Cowen Experience 1996 - 1997
Job Sales and Business Management
Industry Information Services
Experience
Bloomberg June 2010 - Present
Bloomberg 2008 - 2010
Bloomberg 2007 - 2009
Bloomberg 2006 - 2007
Bloomberg 1998 - 2006
SG Cowen 1996 - 1997
Asiel & Company 1991 - 1995
Skills
Banking, Bloomberg, New Business Development, Financial Markets, Equities, Sales Management, Sales, Market Data, Fixed Income, Leadership, Electronic Trading, Investments, Portfolio Management, Project Management, Business Development, Account Management, Trading Systems, Relationship Management, Salesforce.com, Bloomberg Terminal, Hedge Funds, Risk Management, Derivatives, Trading, Asset Management, Equity Trading, Options, Mutual Funds, FX Options, Capital Markets, Bonds, Commodity, Securities, Series 7, Equity Derivatives, Reference Data
Education
Connecticut College 1987 — 1991
BA, Government / History
Bloomberg June 2010 - Present
Bloomberg 2008 - 2010
Bloomberg 2007 - 2009
Bloomberg 2006 - 2007
Bloomberg 1998 - 2006
SG Cowen 1996 - 1997
Asiel & Company 1991 - 1995
Skills
Banking, Bloomberg, New Business Development, Financial Markets, Equities, Sales Management, Sales, Market Data, Fixed Income, Leadership, Electronic Trading, Investments, Portfolio Management, Project Management, Business Development, Account Management, Trading Systems, Relationship Management, Salesforce.com, Bloomberg Terminal, Hedge Funds, Risk Management, Derivatives, Trading, Asset Management, Equity Trading, Options, Mutual Funds, FX Options, Capital Markets, Bonds, Commodity, Securities, Series 7, Equity Derivatives, Reference Data
Education
Connecticut College 1987 — 1991
BA, Government / History
Jean Ogrinz Jean Ogrinz's SG Cowen Experience July 2002 - November 2005
Job Sr. Librarian at Queens Library
Industry Libraries
Experience
Queens Library February 2006 - Present
SG Cowen July 2002 - November 2005
Zurich Scudder Investments 1998 - 2001
Skills
Library Instruction, Information Literacy, Cataloging, Library Research, Collection Development, Library, Library Science, Public Libraries, Community Outreach, Circulation
Education
Long Island University
Advanced Certificate, Public Library Administration
Long Island University 2002 — 2004
MLS, Library Science
Oberlin College 1987 — 1991
B.A.
Hunter College High School 1981 — 1987
Queens Library February 2006 - Present
SG Cowen July 2002 - November 2005
Zurich Scudder Investments 1998 - 2001
Skills
Library Instruction, Information Literacy, Cataloging, Library Research, Collection Development, Library, Library Science, Public Libraries, Community Outreach, Circulation
Education
Long Island University
Advanced Certificate, Public Library Administration
Long Island University 2002 — 2004
MLS, Library Science
Oberlin College 1987 — 1991
B.A.
Hunter College High School 1981 — 1987
Benjamin Levy's SG Cowen Experience November 1998 - January 2000
Job CoFounder at BootstrapLabs
Industry Venture Capital & Private Equity
Experience
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
BootstrapLabs May 2012 - Present
QuantumWave Capital January 2011 - April 2012
Wedbush Morgan Securities December 2009 - December 2010
InsideVenture, Inc. July 2008 - July 2009
Houlihan Lokey Howard & Zukin April 2005 - December 2007
Praedea Solutions, Inc. September 2001 - December 2004
Lazard Freres April 2000 - August 2001
SG Cowen November 1998 - January 2000
Societe Generale May 1997 - October 1998
Skills
Private Equity, Financial Analysis, Fundraising, Innovation Development, PIPEs, Mergers, M&A experience, Enterprise Valuation, Mobile Technology, Venture Capital, Technology Evaluation, Product Development, Enterprise Software, SaaS, Start-ups, Corporate Development, Business Strategy, Business Development, Mergers & Acquisitions, Private Placements, Management, Due Diligence, Finance, Strategy, Strategic Partnerships, Investment Banking, Entrepreneurship, Telecommunications, Valuation, Angel Investing, Corporate Finance, Executive Management, Investor Relations, Portfolio Management, Go-to-market Strategy, Business Modeling, Financial Modeling, IPO, Emerging Markets, Acquisition Integration, Capital, Capital Raising, Funding, Venture Financing, Business Valuation, Cleantech, LBO, Divestitures, Leveraged Finance, Restructuring
Education
University of Nanterre - Paris X 1997 — 1998
Masters, Corporate Finance
Université Paris Dauphine 1996 — 1997
BS, Finance
Patrick Russo Patrick Russo's SG Cowen Experience January 1996 - March 2000
Job Partner at Shamrock Capital Advisors
Industry Financial Services
Experience
Shamrock Capital Advisors November 2014 - Present
FTI Consulting January 2013 - November 2014
The Salter Group January 2003 - January 2013
Houlihan Lokey Howard and Zukin 2000 - 2003
SG Cowen January 1996 - March 2000
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1985 — 1989
BS, Business Management
Shamrock Capital Advisors November 2014 - Present
FTI Consulting January 2013 - November 2014
The Salter Group January 2003 - January 2013
Houlihan Lokey Howard and Zukin 2000 - 2003
SG Cowen January 1996 - March 2000
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1985 — 1989
BS, Business Management
Cisco del Valle Cisco del Valle's SG Cowen Experience 1998 - 1999
Job CoFounder & Managing Member at Prelude Capital
Industry Investment Management
Experience
Prelude Capital 2010 - Present
Springbok Capital Management, LLC 2004 - 2009
Banc of America Securities LLC 1999 - 2004
SG Cowen 1998 - 1999
Education
Harvard Business School 2000 — 2002
MBA
Yale University 1993 — 1997
BA, Economics, International Studies
Prelude Capital 2010 - Present
Springbok Capital Management, LLC 2004 - 2009
Banc of America Securities LLC 1999 - 2004
SG Cowen 1998 - 1999
Education
Harvard Business School 2000 — 2002
MBA
Yale University 1993 — 1997
BA, Economics, International Studies
Robert Cockburn Robert Cockburn's SG Cowen Experience July 2002 - March 2005
Job Chief Financial Officer at Kaplan Test Prep and Admissions
Industry Publishing
Experience
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Gregg Schoenberg's SG Cowen Experience 1998 - 2003
Job Wescott Capital
Industry Financial Services
Experience
Wescott Capital January 2010 - Present
AnalytixInsight February 2014 - Present
Peerform April 2012 - August 2015
Natixis 2004 - December 2011
SG Cowen 1998 - 2003
Atlantic Richfield Corporation (ARCO) 1995 - 1996
The Office of Senator Bill Bradley 1993 - 1995
The Clinton-Gore Campaign August 1992 - December 1992
Skills
Investment Banking, Private Equity, Capital Markets, Start-ups, Equities, Business Development, Strategy, Strategic Communications, Business Strategy, Venture Capital, Asset Management, Valuation, Entrepreneurship, Due Diligence, Finance, Corporate Development, Mergers & Acquisitions, Trading, Corporate Finance, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA
Washington University in St. Louis 1987 — 1991
BS, History and Political Science
Wescott Capital January 2010 - Present
AnalytixInsight February 2014 - Present
Peerform April 2012 - August 2015
Natixis 2004 - December 2011
SG Cowen 1998 - 2003
Atlantic Richfield Corporation (ARCO) 1995 - 1996
The Office of Senator Bill Bradley 1993 - 1995
The Clinton-Gore Campaign August 1992 - December 1992
Skills
Investment Banking, Private Equity, Capital Markets, Start-ups, Equities, Business Development, Strategy, Strategic Communications, Business Strategy, Venture Capital, Asset Management, Valuation, Entrepreneurship, Due Diligence, Finance, Corporate Development, Mergers & Acquisitions, Trading, Corporate Finance, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA
Washington University in St. Louis 1987 — 1991
BS, History and Political Science
Margo Nalbandian's SG Cowen Experience 2006 - 2007
Job Associate
Industry Financial Services
Experience
JP Morgan Chase December 2007 - Present
SG Cowen 2006 - 2007
Deutche Bank 2003 - 2006
Merrill Lynch 1991 - 2003
Education
Borough of Manhattan Community College 2002 — 2004
Associates, Business Management
JP Morgan Chase December 2007 - Present
SG Cowen 2006 - 2007
Deutche Bank 2003 - 2006
Merrill Lynch 1991 - 2003
Education
Borough of Manhattan Community College 2002 — 2004
Associates, Business Management
Robert Doris Robert Doris's SG Cowen Experience 2003 - 2007
Job Owner at Happy Wanderer Media
Industry Graphic Design
Experience
Happy Wanderer Media January 2010 - Present
Innovative Wellness Solutions llc January 2010 - June 2012
Korn/Ferry International February 2007 - December 2008
SG Cowen 2003 - 2007
42 North Structured Finance 2001 - 2002
Chase Private Bank September 1999 - December 2000
Images Graphic Design March 1995 - May 1998
David Publications May 1987 - March 1995
Nature´s Jewelry October 1985 - February 1987
Commonwealth of Massachusetts October 1983 - October 1985
Skills
Graphic Design, Advertising Design, Designing Marketing..., Logo Design, Branding & Identity, Web Design, Trade Show Graphics, Adobe Creative Suite, Photoshop, Art Direction, Copywriting, Copy Editing, Business Cards, Company Presentations, Social Media Consulting, Customer Service, Spanish, Travel Planning, Travel Photography, Leadership, Microsoft Excel, Fundraising, Nonprofits, Social Networking, Display Advertising, Public Speaking, Advertising, Office Management, Spanish-speaking, Marketing Communications, Magazine Layout Design, Training, Editing, Web Development, Management, Social Media Marketing
Education
Cornell College 1979 — 1983
Bachelor of Arts, Spanish
Universidad Complutense de Madrid 1981 — 1982
Junior Year Abroad, Spanish lang., hist., cult, phil., rel., etc.
Happy Wanderer Media January 2010 - Present
Innovative Wellness Solutions llc January 2010 - June 2012
Korn/Ferry International February 2007 - December 2008
SG Cowen 2003 - 2007
42 North Structured Finance 2001 - 2002
Chase Private Bank September 1999 - December 2000
Images Graphic Design March 1995 - May 1998
David Publications May 1987 - March 1995
Nature´s Jewelry October 1985 - February 1987
Commonwealth of Massachusetts October 1983 - October 1985
Skills
Graphic Design, Advertising Design, Designing Marketing..., Logo Design, Branding & Identity, Web Design, Trade Show Graphics, Adobe Creative Suite, Photoshop, Art Direction, Copywriting, Copy Editing, Business Cards, Company Presentations, Social Media Consulting, Customer Service, Spanish, Travel Planning, Travel Photography, Leadership, Microsoft Excel, Fundraising, Nonprofits, Social Networking, Display Advertising, Public Speaking, Advertising, Office Management, Spanish-speaking, Marketing Communications, Magazine Layout Design, Training, Editing, Web Development, Management, Social Media Marketing
Education
Cornell College 1979 — 1983
Bachelor of Arts, Spanish
Universidad Complutense de Madrid 1981 — 1982
Junior Year Abroad, Spanish lang., hist., cult, phil., rel., etc.
William Tanner, PhD's SG Cowen Experience July 1999 - May 2002
Job Managing Director at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities May 2015 - Present
other October 2013 - February 2015
Lazard Capital Markets May 2009 - October 2013
Leerink Swann July 2002 - April 2009
SG Cowen July 1999 - May 2002
Vector Securities International January 1998 - June 1999
Washington University School of Medicine 1992 - 1996
Monsanto 1988 - 1991
Education
Washington University in St. Louis - Olin Business School
MBA
Texas A&M University
BS PhD
Guggenheim Securities May 2015 - Present
other October 2013 - February 2015
Lazard Capital Markets May 2009 - October 2013
Leerink Swann July 2002 - April 2009
SG Cowen July 1999 - May 2002
Vector Securities International January 1998 - June 1999
Washington University School of Medicine 1992 - 1996
Monsanto 1988 - 1991
Education
Washington University in St. Louis - Olin Business School
MBA
Texas A&M University
BS PhD
Avi Oster Avi Oster's SG Cowen Experience 1996 - 2001
Job Expert Witness and Consultant at Judicious Advisors LLC
Industry Financial Services
Experience
Judicious Advisors LLC March 2012 - Present
Capital Management Solutions LLC 2010 - 2012
Aquate Group Ltd. 2008 - 2010
CIFG 2006 - 2008
Dresdner Kleinwort 2005 - 2006
Credit Agricole CIB 2001 - 2005
SG Cowen 1996 - 2001
PNC Securities Corporation 1995 - 1996
JPMorgan (Chemical Securities Inc.) 1993 - 1995
Standard & Poor's 1984 - 1993
Skills
Securitization, Structured Finance, ABS, ABCP, Credit Facilities, Credit, Ratings, Risk Management, Fixed Income, Due Diligence, Deal Structuring, Origination, Renewable Energy, Expert Witness Services, Expert Witness, Consultancy, Loan Origination, Financial Structuring, Hedge Funds, Alternative Investments, Structured Products, Bonds, Investments, Asset Management, MBS, Capital Markets, Portfolio Management, Banking, Trading, Loans, Financial Markets, Equities, Investment Banking, Treasury, Valuation, Private Equity, Derivatives, Finance
Education
Isenberg School of Management, UMass Amherst 1983 — 1984
MS, Accounting
Isenberg School of Management, UMass Amherst 1981 — 1983
MBA, Finance
Judicious Advisors LLC March 2012 - Present
Capital Management Solutions LLC 2010 - 2012
Aquate Group Ltd. 2008 - 2010
CIFG 2006 - 2008
Dresdner Kleinwort 2005 - 2006
Credit Agricole CIB 2001 - 2005
SG Cowen 1996 - 2001
PNC Securities Corporation 1995 - 1996
JPMorgan (Chemical Securities Inc.) 1993 - 1995
Standard & Poor's 1984 - 1993
Skills
Securitization, Structured Finance, ABS, ABCP, Credit Facilities, Credit, Ratings, Risk Management, Fixed Income, Due Diligence, Deal Structuring, Origination, Renewable Energy, Expert Witness Services, Expert Witness, Consultancy, Loan Origination, Financial Structuring, Hedge Funds, Alternative Investments, Structured Products, Bonds, Investments, Asset Management, MBS, Capital Markets, Portfolio Management, Banking, Trading, Loans, Financial Markets, Equities, Investment Banking, Treasury, Valuation, Private Equity, Derivatives, Finance
Education
Isenberg School of Management, UMass Amherst 1983 — 1984
MS, Accounting
Isenberg School of Management, UMass Amherst 1981 — 1983
MBA, Finance
Perry Guarracino's SG Cowen Experience March 1993 - October 2000
Job Director Fixed Income Trading & New Issue Municipals at TD Ameritrade
Industry Capital Markets
Experience
TD Ameritrade November 2011 - Present
TD Ameritrade March 2008 - Present
TD Ameritrade August 2006 - Present
Advest-Lebenthal March 2002 - August 2006
SG Cowen March 1993 - October 2000
Shearson lehman 1984 - 1990
Skills
Series 7, Fixed Income, Series 63, Investment Products, Client Experience, Series 53, Trading, Securities, Investments, Capital Markets, Wealth Management, Customer Experience, FINRA, Financial Services, Portfolio Management, Bloomberg, Municipal Bonds, Risk Management, Electronic Trading, Financial Advisory, Bonds, Mutual Funds, Series 24, Wealth Management..., Options, Investment Management, Asset Allocation, Uniform Combined State...
Education
City University of New York-Herbert H. Lehman College 1978 — 1982
TD Ameritrade November 2011 - Present
TD Ameritrade March 2008 - Present
TD Ameritrade August 2006 - Present
Advest-Lebenthal March 2002 - August 2006
SG Cowen March 1993 - October 2000
Shearson lehman 1984 - 1990
Skills
Series 7, Fixed Income, Series 63, Investment Products, Client Experience, Series 53, Trading, Securities, Investments, Capital Markets, Wealth Management, Customer Experience, FINRA, Financial Services, Portfolio Management, Bloomberg, Municipal Bonds, Risk Management, Electronic Trading, Financial Advisory, Bonds, Mutual Funds, Series 24, Wealth Management..., Options, Investment Management, Asset Allocation, Uniform Combined State...
Education
City University of New York-Herbert H. Lehman College 1978 — 1982
Bryan Katz, CLU Bryan Katz, CLU's SG Cowen Experience 1998 - 2003
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual December 2012 - Present
First Analysis July 2011 - November 2012
Caris & Company November 2003 - July 2011
SG Cowen 1998 - 2003
Education
University of Delaware 1993 — 1997
BS, Business Administration/Finance
Northwestern Mutual December 2012 - Present
First Analysis July 2011 - November 2012
Caris & Company November 2003 - July 2011
SG Cowen 1998 - 2003
Education
University of Delaware 1993 — 1997
BS, Business Administration/Finance
Darren Sardoff Darren Sardoff's SG Cowen Experience 1997 - 1998
Job Portfolio Manager at Act II Capital LLC
Industry Investment Management
Experience
Act II Capital February 2002 - Present
Lehman Brothers 2000 - 2002
ING Barings Furman Selz 1998 - 2000
SG Cowen 1997 - 1998
Time Warner & Affiliates 1992 - 1997
Alpine Capital Group 1990 - 1992
Ernst & Young 1987 - 1990
Skills
Strategy, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Investments, Business Development, Equity Research, Asset Management, Investor Relations, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University at Buffalo 1983 — 1987
BS, Accounting
Act II Capital February 2002 - Present
Lehman Brothers 2000 - 2002
ING Barings Furman Selz 1998 - 2000
SG Cowen 1997 - 1998
Time Warner & Affiliates 1992 - 1997
Alpine Capital Group 1990 - 1992
Ernst & Young 1987 - 1990
Skills
Strategy, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Investments, Business Development, Equity Research, Asset Management, Investor Relations, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University at Buffalo 1983 — 1987
BS, Accounting
Stan King Stan King's SG Cowen Experience 2000 - 2005
Job computer technologist
Industry Defense & Space
Experience
RBC Capital Markets June 2005 - May 2009
SG Cowen 2000 - 2005
NDB 1996 - 2000
AT&T 1995 - 1996
AT&T 1995 - 1996
Hughes Aircraft June 1992 - May 1995
Bell Laboratories 1982 - 1992
Skills
TCL, SQL, Sybase, C, Unix, Linux, Compliance, Requirements Analysis, Quality Assurance, Operating Systems, Equities, Programming, Software Development, Databases, Integration, Testing, Scripting, Troubleshooting, Distributed Systems, zoneminder, Fidessa, Trading, Solaris, Unix Shell Scripting, Equity Trading, Perl, Electronic Trading, Trading Systems, Oracle, Market Data, TCP/IP, Analysis, Business Analysis, Microsoft SQL Server, Disaster Recovery
Education
University of Illinois at Urbana-Champaign 1981 — 1982
MS, computer science
University of Illinois at Urbana-Champaign 1977 — 1981
BS, computer science
Coonley
RBC Capital Markets June 2005 - May 2009
SG Cowen 2000 - 2005
NDB 1996 - 2000
AT&T 1995 - 1996
AT&T 1995 - 1996
Hughes Aircraft June 1992 - May 1995
Bell Laboratories 1982 - 1992
Skills
TCL, SQL, Sybase, C, Unix, Linux, Compliance, Requirements Analysis, Quality Assurance, Operating Systems, Equities, Programming, Software Development, Databases, Integration, Testing, Scripting, Troubleshooting, Distributed Systems, zoneminder, Fidessa, Trading, Solaris, Unix Shell Scripting, Equity Trading, Perl, Electronic Trading, Trading Systems, Oracle, Market Data, TCP/IP, Analysis, Business Analysis, Microsoft SQL Server, Disaster Recovery
Education
University of Illinois at Urbana-Champaign 1981 — 1982
MS, computer science
University of Illinois at Urbana-Champaign 1977 — 1981
BS, computer science
Coonley
Robert W. Bolt Robert W. Bolt's SG Cowen Experience 1997 - 2000
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
GoldenTree Asset Management 2007 - 2008
LaSalle Bank 2000 - 2006
SG Cowen 1997 - 2000
Bank of America 1994 - 1997
Continental Bank 1983 - 1994
Education
The University of Chicago 1984 — 1986
MBA, Finance and Marketing
Purdue University 1979 — 1983
BSIM, Industrial Management
Northwestern Mutual 2009 - Present
GoldenTree Asset Management 2007 - 2008
LaSalle Bank 2000 - 2006
SG Cowen 1997 - 2000
Bank of America 1994 - 1997
Continental Bank 1983 - 1994
Education
The University of Chicago 1984 — 1986
MBA, Finance and Marketing
Purdue University 1979 — 1983
BSIM, Industrial Management
Matthew Kane Matthew Kane's SG Cowen Experience April 2004 - March 2009
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Benjamin Koby Benjamin Koby's SG Cowen Experience May 1997 - March 1999
Job
Industry Pharmaceuticals
Experience
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
ZymoGenetics, a Bristol-Myers Squibb Company May 2011 - Present
Bristol-Myers Squibb, Princeton, New Jersey September 2009 - August 2011
Bristol-Myers Squibb, Princeton, New Jersey May 2006 - September 2009
Needham & Company 2005 - 2005
Carlin Financial Group 2001 - 2004
Thomas Weisel Partners March 1999 - August 2000
SG Cowen May 1997 - March 1999
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Managerial Finance, Management, Strategic Financial..., Program Management, Leadership, Finance, Pharmaceutical Industry, Investments, Project Planning, Restructuring, Financial Modeling, Financial Analysis, Financial Services, Sales, Due Diligence, Forecasting, Cross-functional Team...
Education
Cornell University - S.C. Johnson Graduate School of Management 2005 — 2007
MBA
Georgetown University 1994 — 1998
BS, Finance & Management
Tony Pandjiris Tony Pandjiris's SG Cowen Experience July 1998 - August 2000
Job Managing Director at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital October 2013 - Present
Morgan Stanley September 2010 - April 2013
UBS Investment Bank July 2005 - August 2010
Intel Capital June 2004 - August 2004
Comdisco Ventures August 2000 - June 2003
SG Cowen July 1998 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Corporate Strategy
Vanderbilt University 1994 — 1998
BA, Economics
Hercules Technology Growth Capital October 2013 - Present
Morgan Stanley September 2010 - April 2013
UBS Investment Bank July 2005 - August 2010
Intel Capital June 2004 - August 2004
Comdisco Ventures August 2000 - June 2003
SG Cowen July 1998 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Corporate Strategy
Vanderbilt University 1994 — 1998
BA, Economics
Jonathan Rothenberg's SG Cowen Experience August 1996 - October 2002
Job Vice President, Corporate Development at EXL; M&A Professional
Industry Outsourcing/Offshoring
Experience
EXL 2009 - Present
BNP Paribas 2007 - 2009
Lane Berry & Co. March 2006 - March 2007
Emancipation Capital December 2002 - March 2006
SG Cowen August 1996 - October 2002
Thelen, Marrin, Johnson & Bridges April 1992 - July 1994
Skills
Mergers and Acquisitions, Strategic Partnerships, Acquisition Integration, PIPEs, Corporate Development, Corporate Finance, Finance, Mergers, Business Strategy, Executive Management, Investments, Mergers & Acquisitions, Negotiation, Private Placements, IPO, Investment Banking, Strategy, Management, Hedge Funds, Private Equity, Valuation
Education
New York University, Stern School of Business 1994 — 1996
MBA
University of California San Diego 1987 — 1991
BA
EXL 2009 - Present
BNP Paribas 2007 - 2009
Lane Berry & Co. March 2006 - March 2007
Emancipation Capital December 2002 - March 2006
SG Cowen August 1996 - October 2002
Thelen, Marrin, Johnson & Bridges April 1992 - July 1994
Skills
Mergers and Acquisitions, Strategic Partnerships, Acquisition Integration, PIPEs, Corporate Development, Corporate Finance, Finance, Mergers, Business Strategy, Executive Management, Investments, Mergers & Acquisitions, Negotiation, Private Placements, IPO, Investment Banking, Strategy, Management, Hedge Funds, Private Equity, Valuation
Education
New York University, Stern School of Business 1994 — 1996
MBA
University of California San Diego 1987 — 1991
BA
Sushmit Patel's SG Cowen Experience 2000 - 2002
Job VP Corporate Development, Strategy, Tax & Treasury at TimkenSteel Corporation
Industry Mining & Metals
Experience
TimkenSteel Corporation January 2014 - Present
The Timken Company March 2010 - December 2013
General Electric (GE) 2006 - 2009
General Electric (GE) 2004 - 2006
Advanced Pain Management 2002 - 2003
SG Cowen 2000 - 2002
Stern Stewart & Co. 1997 - 2000
Skills
Strategy, Corporate Finance, Business Development, Strategic Planning, Finance, Financial Modeling, Private Equity, Financial Analysis, Acquisitions, Investment Banking, Risk Management, Business Strategy, Due Diligence, Leadership, New Business Development, Pricing, Corporate Development, Executive Management, Acquisition Integration, Restructuring, Competitive Analysis, Business Planning, Management Consulting, Marketing, Investments, Business Transformation, Energy, Capital Markets, Cash Management, Venture Capital, Financial Forecasting, Capital Budgeting, Treasury Management, Tax, Treasury, Controllers, Controllership Functions, Investor Relations
Education
Northwestern University - Kellogg School of Management 2003 — 2004
MBA, Executive Master of Business Administration
Cass Business School 1995 — 1997
MSc, Shipping, Trade and Finance, (Honored with distinction)
City University London 1991 — 1995
BSc, Actuarial Science, First Class Honors (Summa Cum Laude)
TimkenSteel Corporation January 2014 - Present
The Timken Company March 2010 - December 2013
General Electric (GE) 2006 - 2009
General Electric (GE) 2004 - 2006
Advanced Pain Management 2002 - 2003
SG Cowen 2000 - 2002
Stern Stewart & Co. 1997 - 2000
Skills
Strategy, Corporate Finance, Business Development, Strategic Planning, Finance, Financial Modeling, Private Equity, Financial Analysis, Acquisitions, Investment Banking, Risk Management, Business Strategy, Due Diligence, Leadership, New Business Development, Pricing, Corporate Development, Executive Management, Acquisition Integration, Restructuring, Competitive Analysis, Business Planning, Management Consulting, Marketing, Investments, Business Transformation, Energy, Capital Markets, Cash Management, Venture Capital, Financial Forecasting, Capital Budgeting, Treasury Management, Tax, Treasury, Controllers, Controllership Functions, Investor Relations
Education
Northwestern University - Kellogg School of Management 2003 — 2004
MBA, Executive Master of Business Administration
Cass Business School 1995 — 1997
MSc, Shipping, Trade and Finance, (Honored with distinction)
City University London 1991 — 1995
BSc, Actuarial Science, First Class Honors (Summa Cum Laude)
Jason Tauber, CFA's SG Cowen Experience July 1998 - November 1999
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2006 - Present
Lehman Brothers August 2004 - September 2006
Lehman Brothers July 2003 - August 2003
Vignette Corp. (formerly Epicentric) November 1999 - June 2002
SG Cowen July 1998 - November 1999
Skills
Supermarkets, Agribusiness, Restaurants, Hotels, Drug Stores, Equity Research, Equities, Investments, Investment Management, Financial Modeling, Private Equity, Valuation, Portfolio Management, Due Diligence, Venture Capital, Corporate Finance, Financial Analysis, Hedge Funds, Investment Banking, Mergers, Capital Markets, Strategy, Asset Management, Bloomberg, Management, Finance, Securities, Trading, Series 7, Fixed Income, Leadership
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Business
Haverford College 1993 — 1997
BS, Molecular Biology
Neuberger Berman September 2006 - Present
Lehman Brothers August 2004 - September 2006
Lehman Brothers July 2003 - August 2003
Vignette Corp. (formerly Epicentric) November 1999 - June 2002
SG Cowen July 1998 - November 1999
Skills
Supermarkets, Agribusiness, Restaurants, Hotels, Drug Stores, Equity Research, Equities, Investments, Investment Management, Financial Modeling, Private Equity, Valuation, Portfolio Management, Due Diligence, Venture Capital, Corporate Finance, Financial Analysis, Hedge Funds, Investment Banking, Mergers, Capital Markets, Strategy, Asset Management, Bloomberg, Management, Finance, Securities, Trading, Series 7, Fixed Income, Leadership
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Business
Haverford College 1993 — 1997
BS, Molecular Biology
Jonathan Dubroff's SG Cowen Experience August 2003 - June 2005
Job
Industry Investment Banking
Experience
BMO Capital Markets December 2011 - Present
BMO Capital Markets January 2009 - December 2011
Barclays Capital August 2007 - December 2008
BMO Capital Markets June 2005 - August 2007
SG Cowen August 2003 - June 2005
Deloitte & Touche LLP 1998 - 2001
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
New York University - Leonard N. Stern School of Business 1995 — 1998
BS
Bar-Ilan University
BMO Capital Markets December 2011 - Present
BMO Capital Markets January 2009 - December 2011
Barclays Capital August 2007 - December 2008
BMO Capital Markets June 2005 - August 2007
SG Cowen August 2003 - June 2005
Deloitte & Touche LLP 1998 - 2001
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
New York University - Leonard N. Stern School of Business 1995 — 1998
BS
Bar-Ilan University
Chuck Goldblum's SG Cowen Experience July 2000 - March 2003
Job Owner, Hurley Capital
Industry Investment Management
Experience
Hurley Capital, LLC August 2003 - Present
Emancipation Capital July 2003 - December 2009
SG Cowen July 2000 - March 2003
CIBC World Markets February 2000 - July 2000
First Union Securities 1999 - 2000
Trafigura AG May 1995 - May 1999
Marc Rich + Co February 1993 - March 1994
Glencore February 1992 - February 1993
Skills
Hedge Funds, Alternative Investments, Equities, Financial Modeling, Investments, Valuation, Asset Managment, Investment Management, Securities, Equity Research, Venture Capital, Investment Strategies, Real Estate, Investment Banking, Financial Analysis, Asset Management, Retirement Planning, Portfolio Management, Finance, Fixed Income, Commodity
Education
Tufts University 1987 — 1991
Bachelor of Arts (BA), English and German Area Studies
Horace Mann 1985 — 1987
High School
Frisch School 1983 — 1985
Yeshiva High School
Bi-Cultural Day School 1974 — 1983
Hurley Capital, LLC August 2003 - Present
Emancipation Capital July 2003 - December 2009
SG Cowen July 2000 - March 2003
CIBC World Markets February 2000 - July 2000
First Union Securities 1999 - 2000
Trafigura AG May 1995 - May 1999
Marc Rich + Co February 1993 - March 1994
Glencore February 1992 - February 1993
Skills
Hedge Funds, Alternative Investments, Equities, Financial Modeling, Investments, Valuation, Asset Managment, Investment Management, Securities, Equity Research, Venture Capital, Investment Strategies, Real Estate, Investment Banking, Financial Analysis, Asset Management, Retirement Planning, Portfolio Management, Finance, Fixed Income, Commodity
Education
Tufts University 1987 — 1991
Bachelor of Arts (BA), English and German Area Studies
Horace Mann 1985 — 1987
High School
Frisch School 1983 — 1985
Yeshiva High School
Bi-Cultural Day School 1974 — 1983
Jeff Kessler's SG Cowen Experience September 1986 - October 1989
Job
Industry Security and Investigations
Experience
Imperial Capital August 2008 - Present
JTK Consulting & TheSecurityAnalyst.com March 2008 - August 2008
Lehman Brothers November 1989 - March 2008
SG Cowen September 1986 - October 1989
Argus Research September 1983 - September 1986
Skills
Personal relationships..., Superior Domain..., Industry Analysis, Industrial Sector, Business Development, Start-ups, Business Strategy, Mergers, Strategy, Competitive Analysis, Analysis, Security, Go-to-market Strategy, Due Diligence, Product Management, Market Research, Strategic Planning, Private Equity, Mergers & Acquisitions, Operations Management, Physical Security, Corporate Finance, Executive Management, Investments, Leadership, Management, Equities, Portfolio Management
Education
McGill University 1971 — 1978
M.A., Political Science/Economics
Columbia University - Graduate School of Journalism 1974 — 1975
M.S., Financial Journalism
State University of New York College at Purchase 1969 — 1973
B.A. IN CO-OP WITH McGILL UNIVERSITY, Montreal, Quebec, Political Science
Imperial Capital August 2008 - Present
JTK Consulting & TheSecurityAnalyst.com March 2008 - August 2008
Lehman Brothers November 1989 - March 2008
SG Cowen September 1986 - October 1989
Argus Research September 1983 - September 1986
Skills
Personal relationships..., Superior Domain..., Industry Analysis, Industrial Sector, Business Development, Start-ups, Business Strategy, Mergers, Strategy, Competitive Analysis, Analysis, Security, Go-to-market Strategy, Due Diligence, Product Management, Market Research, Strategic Planning, Private Equity, Mergers & Acquisitions, Operations Management, Physical Security, Corporate Finance, Executive Management, Investments, Leadership, Management, Equities, Portfolio Management
Education
McGill University 1971 — 1978
M.A., Political Science/Economics
Columbia University - Graduate School of Journalism 1974 — 1975
M.S., Financial Journalism
State University of New York College at Purchase 1969 — 1973
B.A. IN CO-OP WITH McGILL UNIVERSITY, Montreal, Quebec, Political Science
Paul Dalle Molle's SG Cowen Experience 1999 - 2002
Job MD & Senior Banker at SG Americas Securities LLC
Industry Banking
Experience
SG Americas Securities LLC September 2014 - Present
SG Americas Securities LLC August 2012 - August 2014
Societe Generale July 2009 - July 2012
SG Americas Securities LLC September 2005 - July 2009
Société Générale May 2002 - September 2005
Societe Generale October 1995 - May 2002
SG Cowen 1999 - 2002
Societe Generale June 1994 - September 1995
Societe Generale August 1991 - June 1994
The Bank of New York 1988 - 1991
Skills
Change Management, Risk Management, Marketing Strategy, Capital Markets, Strategic Leadership, Team Leadership, Client Relationship..., Banking, International Business, Cross-cultural, CRM
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Relations and Economics
Queen's University 1974 — 1977
BA Honours, Political Science
SG Americas Securities LLC September 2014 - Present
SG Americas Securities LLC August 2012 - August 2014
Societe Generale July 2009 - July 2012
SG Americas Securities LLC September 2005 - July 2009
Société Générale May 2002 - September 2005
Societe Generale October 1995 - May 2002
SG Cowen 1999 - 2002
Societe Generale June 1994 - September 1995
Societe Generale August 1991 - June 1994
The Bank of New York 1988 - 1991
Skills
Change Management, Risk Management, Marketing Strategy, Capital Markets, Strategic Leadership, Team Leadership, Client Relationship..., Banking, International Business, Cross-cultural, CRM
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Relations and Economics
Queen's University 1974 — 1977
BA Honours, Political Science
Satish Natu's SG Cowen Experience January 1998 - December 1998
Job Senior Consultant at Citadel LLC
Industry Financial Services
Experience
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Adam Inzirillo's SG Cowen Experience June 2000 - January 2001
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Merrill Lynch July 2010 - Present
UBS Securities LLC April 2005 - May 2010
UBS Investment Bank 2005 - May 2010
UBS 2005 - May 2010
Knight Trading Group January 2001 - April 2005
Knight Capital Group, Inc. 2000 - 2005
Knight Equity Markets 2000 - 2005
Knight Securities 2000 - 2005
SG Cowen June 2000 - January 2001
Internet Trading Technologies June 1998 - June 2000
Skills
Equities, Trading Systems, Electronic Trading, Financial Markets, Equity Trading, Options, Series 7, Series 63, Market Data, FINRA, Middle Office, Series 24, Low Latency, Financial Analysis, Securities, Trading, Equity Derivatives, Capital Markets, Hedge Funds
Education
Dowling College 2002 — 2004
MBA, Banking and Finance
Bucknell University 1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science
Greg Sutton's SG Cowen Experience August 2001 - May 2003
Job Commonwealth Opportunity Capital
Industry Financial Services
Experience
CommonWealth Opportunity Capital July 2008 - Present
Pacific Media Capital 2007 - 2008
Roth Capital Partners November 2003 - March 2007
SG Cowen August 2001 - May 2003
PricewaterhouseCoopers August 1996 - August 1999
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
University of Arizona 1992 — 1996
BS, Accounting
CommonWealth Opportunity Capital July 2008 - Present
Pacific Media Capital 2007 - 2008
Roth Capital Partners November 2003 - March 2007
SG Cowen August 2001 - May 2003
PricewaterhouseCoopers August 1996 - August 1999
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
University of Arizona 1992 — 1996
BS, Accounting
Laura McCaughey's SG Cowen Experience 1999 - 2002
Job Senior CustomerCentric Marketing Leader
Industry Computer Software
Experience
NaviNet August 2011 - June 2015
New Momentum, LLC 2008 - 2010
AMR Research 2006 - 2008
GlobalEqon 2002 - 2003
SG Cowen 1999 - 2002
Santander Investment 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Marketing, Competitive Intelligence, SaaS, Public Relations, Analyst Relations, Strategy, Start-ups, Business Strategy, Marketing Management, Management, Strategic Planning, Marketing Strategy, Product Marketing, CRM, Marketing Communications, Salesforce.com, Go-to-market Strategy, Cross-functional Team..., Product Management, Entrepreneurship, Business Development, Enterprise Software, Competitive Analysis, Lead Generation, Demand Generation, Analytics, Multi-channel Marketing, Thought Leadership, Sales Enablement, Strategic Partnerships, Integrated Marketing, Product Launch
Education
Colgate University
Colgate University
NaviNet August 2011 - June 2015
New Momentum, LLC 2008 - 2010
AMR Research 2006 - 2008
GlobalEqon 2002 - 2003
SG Cowen 1999 - 2002
Santander Investment 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Marketing, Competitive Intelligence, SaaS, Public Relations, Analyst Relations, Strategy, Start-ups, Business Strategy, Marketing Management, Management, Strategic Planning, Marketing Strategy, Product Marketing, CRM, Marketing Communications, Salesforce.com, Go-to-market Strategy, Cross-functional Team..., Product Management, Entrepreneurship, Business Development, Enterprise Software, Competitive Analysis, Lead Generation, Demand Generation, Analytics, Multi-channel Marketing, Thought Leadership, Sales Enablement, Strategic Partnerships, Integrated Marketing, Product Launch
Education
Colgate University
Colgate University
Noel Cueto's SG Cowen Experience May 1999 - September 2000
Job Client Associate
Industry Financial Services
Experience
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Sterne Agee May 2007 - April 2014
CIBC Oppenheimer September 2000 - May 2007
SG Cowen May 1999 - September 2000
Merrill Lynch June 1998 - May 1999
Merrill Lynch Consults December 1995 - June 1998
Cowen and Company November 1995 - December 1995
Skills
Financial Analysis, Trading, Institutional Sales, Equity Sales, Series 7, Institutional, Equities, Securities, Hedge Funds, Capital Markets, Fixed Income, Mutual Funds
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Legal Studies, General
Nicholas Davide's SG Cowen Experience 1998 - 2001
Job Broker Dealer Operations Management
Industry Financial Services
Experience
Nicholas Davide September 2007 - Present
Consultant 2007 - Present
Nicholas Davide 2007 - Present
Jefferies & Company 2011 - April 2013
Hecht 2013 - 2013
IMAG June 2008 - May 2010
SG Americas Securities 2001 - August 2007
Societe Generale 1998 - 2007
Societe Generale/Cowen Securities 1998 - 2007
SG Cowen 1998 - 2001
Skills
Operational Risk, Sybase, Business Planning, Equities, Securities, Fixed Income, Investment Banking, Capital Markets, Middle Office, Back Office, Banking, Equity Derivatives, Financial Markets, Electronic Trading, Financial Services, FX Options, Hedge Funds, Derivatives, Options, Prime Brokerage, Trading Systems, Trading, Bloomberg, Market Risk, Wealth Management, AML, Interest Rate..., Settlement, Swaps, Investments, Risk Management, Alternative Investments, Asset Management, Bonds, Mutual Funds, Market Data, Structured Products, Series 7, Financial Risk, Corporate Actions, Valuation, Credit Derivatives, Equity Trading, Series 63, Collateral Management, Portfolio Management, Investment Management, Funding, Commodity, Emerging Markets
Education
City University of New York-Brooklyn College 1968 — 1975
Nicholas Davide September 2007 - Present
Consultant 2007 - Present
Nicholas Davide 2007 - Present
Jefferies & Company 2011 - April 2013
Hecht 2013 - 2013
IMAG June 2008 - May 2010
SG Americas Securities 2001 - August 2007
Societe Generale 1998 - 2007
Societe Generale/Cowen Securities 1998 - 2007
SG Cowen 1998 - 2001
Skills
Operational Risk, Sybase, Business Planning, Equities, Securities, Fixed Income, Investment Banking, Capital Markets, Middle Office, Back Office, Banking, Equity Derivatives, Financial Markets, Electronic Trading, Financial Services, FX Options, Hedge Funds, Derivatives, Options, Prime Brokerage, Trading Systems, Trading, Bloomberg, Market Risk, Wealth Management, AML, Interest Rate..., Settlement, Swaps, Investments, Risk Management, Alternative Investments, Asset Management, Bonds, Mutual Funds, Market Data, Structured Products, Series 7, Financial Risk, Corporate Actions, Valuation, Credit Derivatives, Equity Trading, Series 63, Collateral Management, Portfolio Management, Investment Management, Funding, Commodity, Emerging Markets
Education
City University of New York-Brooklyn College 1968 — 1975
Deepak Wontakal's SG Cowen Experience 1999 - 1999
Job Sr. Valuation Analyst at Capital Group
Industry Financial Services
Experience
Capital Group April 2010 - Present
The Capital Group Companies April 2006 - March 2010
Adjoined Consulting May 2003 - March 2005
Cap Gemini Ernst & Young 2001 - 2003
SG Cowen 1999 - 1999
Skills
Agile, RUP, Fixed Income, Valuation, Business Analysis, Financial Modeling, SDLC, IT Strategy, Requirements Analysis, Bloomberg, Data Modeling, Risk Management, Business Process..., Business Process Design, Management Consulting, Asset Managment, Portfolio Management, Agile Methodologies, Securities, Asset Management
Education
Syracuse University 2000 — 2001
MS, Bioengineering
Syracuse University 1995 — 1999
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
Capital Group April 2010 - Present
The Capital Group Companies April 2006 - March 2010
Adjoined Consulting May 2003 - March 2005
Cap Gemini Ernst & Young 2001 - 2003
SG Cowen 1999 - 1999
Skills
Agile, RUP, Fixed Income, Valuation, Business Analysis, Financial Modeling, SDLC, IT Strategy, Requirements Analysis, Bloomberg, Data Modeling, Risk Management, Business Process..., Business Process Design, Management Consulting, Asset Managment, Portfolio Management, Agile Methodologies, Securities, Asset Management
Education
Syracuse University 2000 — 2001
MS, Bioengineering
Syracuse University 1995 — 1999
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
Stephen Bessen's SG Cowen Experience 1996 - 1999
Job Experienced Tech & Training Manager
Industry Information Technology and Services
Experience
The Lord Bessen Team September 2005 - Present
Freelance Consulting 2004 - 2007
Economist Intelligence Unit 1999 - 2004
Freelance Consulting 1996 - 2000
SG Cowen 1996 - 1999
Tiger Information Systems 1993 - 1996
Skills
Content Development, Training
Education
Xi Technology 1999 — 1999
MSCE Training
University at Buffalo 1984 — 1989
The New School
Graphic Design
The Lord Bessen Team September 2005 - Present
Freelance Consulting 2004 - 2007
Economist Intelligence Unit 1999 - 2004
Freelance Consulting 1996 - 2000
SG Cowen 1996 - 1999
Tiger Information Systems 1993 - 1996
Skills
Content Development, Training
Education
Xi Technology 1999 — 1999
MSCE Training
University at Buffalo 1984 — 1989
The New School
Graphic Design
Phillip Falk's SG Cowen Experience 1993 - 1999
Job Professional Investment Advisor
Industry Investment Management
Experience
Independent Firm September 2008 - Present
Advanced Equities Inc. January 2006 - September 2008
William Blair & Company LLC 2003 - 2006
Credit Suisse First Boston 1999 - 2003
SG Cowen 1993 - 1999
Telephone & Data Systems Inc. 1988 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1980 — 1983
B.S. Finance, Finance- Investments
Niles West High School 1976 — 1980
Independent Firm September 2008 - Present
Advanced Equities Inc. January 2006 - September 2008
William Blair & Company LLC 2003 - 2006
Credit Suisse First Boston 1999 - 2003
SG Cowen 1993 - 1999
Telephone & Data Systems Inc. 1988 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
MBA, Finance
University of Illinois at Urbana-Champaign 1980 — 1983
B.S. Finance, Finance- Investments
Niles West High School 1976 — 1980
Dan Chace's SG Cowen Experience 1998 - 2000
Job Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors December 2003 - Present
Wasatch Advisors June 2002 - December 2003
SG Cowen 1998 - 2000
Merrill Lynch 1997 - 1998
Oppenheimer Investments 1996 - 1997
Peace Corps 1994 - 1996
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Equity Research, Hedge Funds, Asset Allocation, Mutual Funds, Venture Capital, Fixed Income
Education
Harvard Business School 2000 — 2002
MBA
Pomona College 1988 — 1992
BA, Cultural Anthropology
Wasatch Advisors December 2003 - Present
Wasatch Advisors June 2002 - December 2003
SG Cowen 1998 - 2000
Merrill Lynch 1997 - 1998
Oppenheimer Investments 1996 - 1997
Peace Corps 1994 - 1996
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Emerging Markets, Private Equity, Alternative Investments, Equity Research, Hedge Funds, Asset Allocation, Mutual Funds, Venture Capital, Fixed Income
Education
Harvard Business School 2000 — 2002
MBA
Pomona College 1988 — 1992
BA, Cultural Anthropology
Peter Alfano's SG Cowen Experience 2005 - 2006
Job Senior Consultant at Nasdaq
Industry Investment Banking
Experience
Nasdaq May 2015 - Present
MDSL June 2013 - Present
Citi November 2008 - May 2013
Alfano Consulting, LLC April 2006 - November 2008
Credit Suisse 2007 - 2008
Deutsche Bank 2006 - 2007
SG Cowen 2005 - 2006
Jordan & Jordan 2004 - 2006
Skills
Market Data, Fixed Income, Trading Systems, Electronic Trading, Equities, Vendor Management, Hedge Funds, Investment Banking, Financial Services, Derivatives, Bloomberg, Capital Markets, FX Options, Financial Markets, Options
Education
Fordham University 1994 — 1996
B.A., History
Nasdaq May 2015 - Present
MDSL June 2013 - Present
Citi November 2008 - May 2013
Alfano Consulting, LLC April 2006 - November 2008
Credit Suisse 2007 - 2008
Deutsche Bank 2006 - 2007
SG Cowen 2005 - 2006
Jordan & Jordan 2004 - 2006
Skills
Market Data, Fixed Income, Trading Systems, Electronic Trading, Equities, Vendor Management, Hedge Funds, Investment Banking, Financial Services, Derivatives, Bloomberg, Capital Markets, FX Options, Financial Markets, Options
Education
Fordham University 1994 — 1996
B.A., History
Edward Hatch's SG Cowen Experience 1998 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
mediavision capital March 2002 - May 2005
societe generale October 1998 - September 2001
SG Cowen 1998 - 2001
ubs 1991 - 1998
nomura securities June 1989 - July 1991
merrill lynch October 1987 - June 1989
lehman brothers June 1985 - October 1987
new york life ins. investments 1983 - 1985
general reinsurance investments 1982 - 1983
dean witter 1980 - 1982
Skills
Equities, Investments, Investment Banking, Corporate Finance, Private Equity, Valuation, Mergers, Financial Analysis, Equity Valuation, Financial Modeling, Venture Capital, Strategic Planning, Accounting, Business Valuation, IPO, Investor Relations, Hedge Funds, Equity Research, Alternative Investments, Bloomberg
Education
Syracuse University 1977 — 1979
mba, finance, international finance
Colby College 1970 — 1974
BA, Economics
Colby College 1970 — 1974
BA, Economics major Administrative Science minor
lhs 1966 — 1970
college prep courses
mediavision capital March 2002 - May 2005
societe generale October 1998 - September 2001
SG Cowen 1998 - 2001
ubs 1991 - 1998
nomura securities June 1989 - July 1991
merrill lynch October 1987 - June 1989
lehman brothers June 1985 - October 1987
new york life ins. investments 1983 - 1985
general reinsurance investments 1982 - 1983
dean witter 1980 - 1982
Skills
Equities, Investments, Investment Banking, Corporate Finance, Private Equity, Valuation, Mergers, Financial Analysis, Equity Valuation, Financial Modeling, Venture Capital, Strategic Planning, Accounting, Business Valuation, IPO, Investor Relations, Hedge Funds, Equity Research, Alternative Investments, Bloomberg
Education
Syracuse University 1977 — 1979
mba, finance, international finance
Colby College 1970 — 1974
BA, Economics
Colby College 1970 — 1974
BA, Economics major Administrative Science minor
lhs 1966 — 1970
college prep courses
Paul Weismann's SG Cowen Experience 1995 - 1999
Job Portfolio Manager at Weismann Capital LLC
Industry Investment Management
Experience
Weismann Capital LLC December 2010 - Present
Weismann Associates September 2004 - January 2011
SG Cowen 1995 - 1999
Skills
Value Investing, Financial Analysis, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Special Situations, Investments, Asset Managment, Private Equity, Equity Research, Investment Banking, Asset Allocation, Investment Strategies, Investment Management, Financial Modeling
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1990 — 1993
BA, Government
Weismann Capital LLC December 2010 - Present
Weismann Associates September 2004 - January 2011
SG Cowen 1995 - 1999
Skills
Value Investing, Financial Analysis, Equities, Portfolio Management, Hedge Funds, Alternative Investments, Special Situations, Investments, Asset Managment, Private Equity, Equity Research, Investment Banking, Asset Allocation, Investment Strategies, Investment Management, Financial Modeling
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1990 — 1993
BA, Government
Heidi Epsha-Golabek's SG Cowen Experience 1996 - 1998
Job Director of Program Management at Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP May 2014 - Present
Shearman & Sterling April 2011 - May 2014
ILTA 2006 - 2011
Shearman & Sterling LLP 2001 - 2007
Painewebber 1998 - 2001
SG Cowen 1996 - 1998
Skills
SharePoint, Litigation Support, ESI, Document Management, Knowledge Management, Legal Assistance, IT Strategy, Project Management, Disaster Recovery, Business Analysis, MS Project, Information Technology, Citrix, PMO, Vendor Management, PMP, Governance, Project Portfolio..., IT Management
Education
New York University 1990 — 1994
BFA
ESI
Proskauer Rose LLP May 2014 - Present
Shearman & Sterling April 2011 - May 2014
ILTA 2006 - 2011
Shearman & Sterling LLP 2001 - 2007
Painewebber 1998 - 2001
SG Cowen 1996 - 1998
Skills
SharePoint, Litigation Support, ESI, Document Management, Knowledge Management, Legal Assistance, IT Strategy, Project Management, Disaster Recovery, Business Analysis, MS Project, Information Technology, Citrix, PMO, Vendor Management, PMP, Governance, Project Portfolio..., IT Management
Education
New York University 1990 — 1994
BFA
ESI
Mike Grippo's SG Cowen Experience April 1997 - April 2003
Job Vice President Corporate Development at CR Bard
Industry Medical Devices
Experience
CR Bard December 2010 - Present
Hill-Rom Holdings Inc. June 2006 - December 2010
SunTrust Robinson Humphrey March 2005 - June 2006
Welch Allyn June 2003 - March 2005
SG Cowen April 1997 - April 2003
UBS Securities Co., Ltd April 1995 - April 1997
Dillon, Read & Co. Inc. December 1992 - April 1995
Skills
Strategic Planning, Business Development, Investor Relations, Market Research, Team Building, Capital Allocation, Strategy Execution, Mergers, Medical Devices, Business Strategy, Corporate Development
Education
Princeton University 1987 — 1991
AB, Economics and Political Science
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
CR Bard December 2010 - Present
Hill-Rom Holdings Inc. June 2006 - December 2010
SunTrust Robinson Humphrey March 2005 - June 2006
Welch Allyn June 2003 - March 2005
SG Cowen April 1997 - April 2003
UBS Securities Co., Ltd April 1995 - April 1997
Dillon, Read & Co. Inc. December 1992 - April 1995
Skills
Strategic Planning, Business Development, Investor Relations, Market Research, Team Building, Capital Allocation, Strategy Execution, Mergers, Medical Devices, Business Strategy, Corporate Development
Education
Princeton University 1987 — 1991
AB, Economics and Political Science
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Michael J. Cymerman, CIMA®'s SG Cowen Experience 2005 - 2006
Job Director, Analyst Relations at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group August 2006 - Present
SG Cowen 2005 - 2006
FTN Midwest Research 2003 - 2005
Education
Miami University 1996 — 2000
Janus Capital Group August 2006 - Present
SG Cowen 2005 - 2006
FTN Midwest Research 2003 - 2005
Education
Miami University 1996 — 2000
Pierre Nicolas's SG Cowen Experience 2001 - 2005
Job Experienced Technology Executive
Industry Financial Services
Experience
Credit Suisse August 2005 - September 2012
SG Cowen 2001 - 2005
Cowen and Company LLC 2001 - 2005
Columbia Business School 1997 - 1999
Deutsche Bank 1995 - 1997
Deutsche Bank Securities 1995 - 1997
Salomon Smith Barney 1993 - 1995
TCAM, LLC 1991 - 1993
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Investments, Options, Low Latency, Equity Trading, Trading Systems, Equity Research, Market Data, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Risk Management, Emerging Markets, Strategic Planning, Venture Capital, Financial Structuring, Strategy, Electronic Trading, Asset Management, Due Diligence, Swaps, Corporate Finance, Structured Finance, Bonds, Trading, Financial Markets, Financial Services, FX Options, Alternative Investments, Private Equity, Banking, Program Management, Series 7, Credit Derivatives, SDLC, Equity Derivatives, Vendor Management, Project Management, Sybase, Business Analysis, Structured Products
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
New York University - Polytechnic School of Engineering 1993 — 1996
MS, Computer Science
New York University - Polytechnic School of Engineering 1986 — 1990
BS, Electrical Engineering
Credit Suisse August 2005 - September 2012
SG Cowen 2001 - 2005
Cowen and Company LLC 2001 - 2005
Columbia Business School 1997 - 1999
Deutsche Bank 1995 - 1997
Deutsche Bank Securities 1995 - 1997
Salomon Smith Barney 1993 - 1995
TCAM, LLC 1991 - 1993
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Investments, Options, Low Latency, Equity Trading, Trading Systems, Equity Research, Market Data, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Risk Management, Emerging Markets, Strategic Planning, Venture Capital, Financial Structuring, Strategy, Electronic Trading, Asset Management, Due Diligence, Swaps, Corporate Finance, Structured Finance, Bonds, Trading, Financial Markets, Financial Services, FX Options, Alternative Investments, Private Equity, Banking, Program Management, Series 7, Credit Derivatives, SDLC, Equity Derivatives, Vendor Management, Project Management, Sybase, Business Analysis, Structured Products
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
New York University - Polytechnic School of Engineering 1993 — 1996
MS, Computer Science
New York University - Polytechnic School of Engineering 1986 — 1990
BS, Electrical Engineering
Rebecca Richards Shankar's SG Cowen Experience 2000 - 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
SMBC Securities Inc 2004 - 2006
SG Cowen 2000 - 2003
NationsBank/Bank of America 1996 - 1998
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MIBS/Int'l MBA, International Business/Finance
Wake Forest University 1991 — 1995
SMBC Securities Inc 2004 - 2006
SG Cowen 2000 - 2003
NationsBank/Bank of America 1996 - 1998
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MIBS/Int'l MBA, International Business/Finance
Wake Forest University 1991 — 1995
Sean Watterson's SG Cowen Experience August 1994 - May 2000
Job President & CoOwner at Happy Dog at the Euclid Tavern
Industry Restaurants
Experience
Happy Dog at the Euclid Tavern October 2014 - Present
The Happy Dog August 2008 - Present
Bank of America January 2009 - August 2010
Merrill Lynch August 2007 - December 2008
Citigroup 2005 - 2007
US Securities and Exchange Commission September 2001 - October 2005
SG Cowen August 1994 - May 2000
Baker Company, Incorporated October 1991 - May 1994
Skills
Policy, Public Speaking, Securities, Contract Negotiation, Legal Research, Risk Management, Management, Strategic Planning, Leadership, Marketing, Fundraising, Event Planning, Team Building, Sales, Social Media, Legal Writing
Education
Case Western Reserve University School of Law 1998 — 2001
JD, International Law and Legal Studies
Williams College 1987 — 1991
Bachelor of Arts (B.A.), American Studies
University School 1984 — 1987
Happy Dog at the Euclid Tavern October 2014 - Present
The Happy Dog August 2008 - Present
Bank of America January 2009 - August 2010
Merrill Lynch August 2007 - December 2008
Citigroup 2005 - 2007
US Securities and Exchange Commission September 2001 - October 2005
SG Cowen August 1994 - May 2000
Baker Company, Incorporated October 1991 - May 1994
Skills
Policy, Public Speaking, Securities, Contract Negotiation, Legal Research, Risk Management, Management, Strategic Planning, Leadership, Marketing, Fundraising, Event Planning, Team Building, Sales, Social Media, Legal Writing
Education
Case Western Reserve University School of Law 1998 — 2001
JD, International Law and Legal Studies
Williams College 1987 — 1991
Bachelor of Arts (B.A.), American Studies
University School 1984 — 1987
Margaret Coyle's SG Cowen Experience January 1997 - May 1999
Job Group Vice President Corporate Development at Oracle Corporation
Industry Computer Software
Experience
Oracle Corporation November 2006 - Present
Fair Isaac March 2003 - October 2006
Credit Suisse May 1999 - December 2002
Credit Suisse First Boston 1999 - 2002
SG Cowen January 1997 - May 1999
Skills
Corporate Development, Mergers & Acquisitions, Strategy, Enterprise Software, Acquisition Integration, SaaS, Strategic Partnerships, Business Alliances, Start-ups, Product Management, Venture Capital, Analytics, Professional Services, Executive Management, Business Development, Cloud Computing, Go-to-market Strategy
Education
Canisius College 1991 — 1996
BA, Mathematics and Economics
Oracle Corporation November 2006 - Present
Fair Isaac March 2003 - October 2006
Credit Suisse May 1999 - December 2002
Credit Suisse First Boston 1999 - 2002
SG Cowen January 1997 - May 1999
Skills
Corporate Development, Mergers & Acquisitions, Strategy, Enterprise Software, Acquisition Integration, SaaS, Strategic Partnerships, Business Alliances, Start-ups, Product Management, Venture Capital, Analytics, Professional Services, Executive Management, Business Development, Cloud Computing, Go-to-market Strategy
Education
Canisius College 1991 — 1996
BA, Mathematics and Economics
Eric Gaaserud's SG Cowen Experience April 2000 - October 2001
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
FBR January 2004 - June 2006
Energy Merchant LLC October 2001 - December 2003
SG Cowen April 2000 - October 2001
Deutsche Banc Alex. Brown August 1997 - March 2000
USS CHICAGO (SSN 721) 1992 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
AB, History
J.P. Morgan December 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
FBR January 2004 - June 2006
Energy Merchant LLC October 2001 - December 2003
SG Cowen April 2000 - October 2001
Deutsche Banc Alex. Brown August 1997 - March 2000
USS CHICAGO (SSN 721) 1992 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
AB, History
Louis Mitchell's SG Cowen Experience 1996 - 1999
Job Managing Director at Mesirow Financial, Inc.
Industry Investment Banking
Experience
Mesirow Financial, Inc. 2003 - Present
Salomon Smith Barney 1999 - 2003
SG Cowen 1996 - 1999
TD 1990 - 1996
Skills
Management, Valuation, Private Equity, Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
Duke University - The Fuqua School of Business
MBA
Southern Methodist University
BBA
Mesirow Financial, Inc. 2003 - Present
Salomon Smith Barney 1999 - 2003
SG Cowen 1996 - 1999
TD 1990 - 1996
Skills
Management, Valuation, Private Equity, Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
Duke University - The Fuqua School of Business
MBA
Southern Methodist University
BBA
Scott Searle's SG Cowen Experience August 2000 - August 2002
Job Analyst/Porfolio Manager at Diker Management
Industry Telecommunications
Experience
Diker Management November 2012 - Present
Unterberg Capital February 2012 - Present
B. Riley & Co. October 2011 - February 2012
Merriman Curhan Ford November 2009 - October 2011
S Squared Technology July 2003 - January 2009
SG Cowen August 2000 - August 2002
Cowen & Company 2000 - 2002
RBC Dain Rauscher May 1999 - June 2000
UBS December 1994 - May 1999
Neuberger Berman August 1992 - December 1994
Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT
Education
Bucknell University 1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude
Diker Management November 2012 - Present
Unterberg Capital February 2012 - Present
B. Riley & Co. October 2011 - February 2012
Merriman Curhan Ford November 2009 - October 2011
S Squared Technology July 2003 - January 2009
SG Cowen August 2000 - August 2002
Cowen & Company 2000 - 2002
RBC Dain Rauscher May 1999 - June 2000
UBS December 1994 - May 1999
Neuberger Berman August 1992 - December 1994
Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT
Education
Bucknell University 1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude
David Cannizzo's SG Cowen Experience November 1999 - June 2005
Job Vice President at Investment Technology Group
Industry Financial Services
Experience
Investment Technology Group Director - U.S. Equity TradingCalyon SecuritiesJune 2005 - December 2006
SG Cowen November 1999 - June 2005
Salomon Smith Barney June 1998 - November 1999
Education
Fordham Gabelli School of Business 2000 — 2005
M.B.A., Finance - Investments
Lehigh University 1990 — 1994
B.S., Mathematics
Investment Technology Group Director - U.S. Equity TradingCalyon SecuritiesJune 2005 - December 2006
SG Cowen November 1999 - June 2005
Salomon Smith Barney June 1998 - November 1999
Education
Fordham Gabelli School of Business 2000 — 2005
M.B.A., Finance - Investments
Lehigh University 1990 — 1994
B.S., Mathematics
Alicia Heslop's SG Cowen Experience April 1995 - December 1995
Job
Industry Investment Management
Experience
Hyperion Brookfield Asset Management September 2006 - January 2009
Evergreen Investments 1995 - September 2006
SG Cowen April 1995 - December 1995
Deutsche Bank April 1994 - March 1995
Fidelity Investments April 1992 - April 1994
Skills
Bloomberg, Due Diligence, Research, Portfolio Management, Derivatives, Fixed Income, Asset Management, Equities, Financial Modeling, Leadership, Valuation, Financial Analysis
Education
Siena College 1987 — 1990
BS, Marketing/Management
Ithaca College 1986 — 1987
Hyperion Brookfield Asset Management September 2006 - January 2009
Evergreen Investments 1995 - September 2006
SG Cowen April 1995 - December 1995
Deutsche Bank April 1994 - March 1995
Fidelity Investments April 1992 - April 1994
Skills
Bloomberg, Due Diligence, Research, Portfolio Management, Derivatives, Fixed Income, Asset Management, Equities, Financial Modeling, Leadership, Valuation, Financial Analysis
Education
Siena College 1987 — 1990
BS, Marketing/Management
Ithaca College 1986 — 1987
Brendan Tierney's SG Cowen Experience June 1999 - August 1999
Job Managing Director Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott June 2008 - Present
Citi March 2006 - May 2008
Rabobank Nederland May 2000 - February 2006
SG Cowen June 1999 - August 1999
Merrill Lynch February 1997 - July 1998
State Street Research September 1993 - February 1997
Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, Economics
Tabor Academy 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
Janney Montgomery Scott June 2008 - Present
Citi March 2006 - May 2008
Rabobank Nederland May 2000 - February 2006
SG Cowen June 1999 - August 1999
Merrill Lynch February 1997 - July 1998
State Street Research September 1993 - February 1997
Skills
Management, Valuation, Investments, Mergers, Banking, Financial Analysis, Energy, Strategy, Investment Banking, Equities, Private Equity, Capital Markets, Mergers & Acquisitions, Due Diligence, Private Placements, Corporate Finance, Venture Capital, LBO, Corporate Development, Alternative Investments, Hedge Funds, Fixed Income, Finance, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Tufts University 1989 — 1993
BA, Economics
Tabor Academy 1985 — 1989
High School, High School/Secondary Diplomas and Certificates
John Walzer's SG Cowen Experience November 2000 - October 2002
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2013 - August 2015
ITG September 2012 - July 2013
Guggenheim Partners March 2010 - January 2012
Pali Capital 2007 - 2010
RBC 2003 - 2007
SG Cowen November 2000 - October 2002
Herzog Heine and Geduld 1996 - 2001
Herzog, Heine, Geduld, Inc. (Merrill Lynch) 1996 - 2000
Skills
Equities, Capital Markets, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Trading, Trading Systems, Investments, Electronic Trading, Securities, Fixed Income, Equity Research, ETFs, Asset Management, FINRA, Alternative Investments, Options, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Equity Derivatives, Series 24, Proprietary Trading, Valuation, Business Communications, LinkedIn, Hold Series 7, Series 65, Retirement Planning, series 55
Education
Hobart and William Smith Colleges 1985 — 1990
Bachelor of Arts (BA)
Fordham Prep 1981 — 1985
Fidelity Investments August 2015 - Present
Fidelity Investments October 2013 - August 2015
ITG September 2012 - July 2013
Guggenheim Partners March 2010 - January 2012
Pali Capital 2007 - 2010
RBC 2003 - 2007
SG Cowen November 2000 - October 2002
Herzog Heine and Geduld 1996 - 2001
Herzog, Heine, Geduld, Inc. (Merrill Lynch) 1996 - 2000
Skills
Equities, Capital Markets, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Trading, Trading Systems, Investments, Electronic Trading, Securities, Fixed Income, Equity Research, ETFs, Asset Management, FINRA, Alternative Investments, Options, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Equity Derivatives, Series 24, Proprietary Trading, Valuation, Business Communications, LinkedIn, Hold Series 7, Series 65, Retirement Planning, series 55
Education
Hobart and William Smith Colleges 1985 — 1990
Bachelor of Arts (BA)
Fordham Prep 1981 — 1985
Alan Pierce's SG Cowen Experience January 2001 - April 2003
Job Chief Investment Officer at Wright Family Office, Inc.
Industry Venture Capital & Private Equity
Experience
Wright Family Office, Inc. August 2005 - Present
SG Cowen January 2001 - April 2003
PaineWebber 1996 - 1999
Stephens Inc. 1991 - 1993
Skills
Investments, Private Equity, Hedge Funds, Equities, Portfolio Management, Finance, Mutual Funds, Real Estate, Acquisitions, Management, Venture Capital, Capital, Mergers & Acquisitions, Valuation, Corporate Development, Alternative Investments, Financial Modeling
Education
The University of Texas at Austin 1993 — 1997
JD
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1997
MBA
Washington and Lee University 1987 — 1991
BS, Business Administration
Wright Family Office, Inc. August 2005 - Present
SG Cowen January 2001 - April 2003
PaineWebber 1996 - 1999
Stephens Inc. 1991 - 1993
Skills
Investments, Private Equity, Hedge Funds, Equities, Portfolio Management, Finance, Mutual Funds, Real Estate, Acquisitions, Management, Venture Capital, Capital, Mergers & Acquisitions, Valuation, Corporate Development, Alternative Investments, Financial Modeling
Education
The University of Texas at Austin 1993 — 1997
JD
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1997
MBA
Washington and Lee University 1987 — 1991
BS, Business Administration
Susan Passoni's SG Cowen Experience 1993 - 1999
Job Scholarship Committee at University Club of Boston
Industry Nonprofit Organization Management
Experience
Committee to Elect Susan Passoni, State Rep, Third Suffolk District 2009 - 2009
Committee to Elect Susan Passoni, District 2 City Council 2007 - 2007
Committtee to Elect Susan Passoni, District 2 City Council 2004 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
SG Cowen 1993 - 1999
Smith Barney 1986 - 1993
Goldman Sachs 1983 - 1986
Skills
Fundraising, Nonprofits, Community Outreach, Volunteer Management, Community Development, Local Government, Political Campaigns, Budgets, Financial Analysis, Research, Non-profits, Campaign Plans, Campaign Strategies, Capital Campaigns, Grant Administration, Mentoring, Writing, Advocacy, Budgeting, Community Relations, Government Relations, Education, Charter Schools, Non-profit Board..., Non-profit Volunteering, Strategic Communications, Grant Writing
Education
EQUINOX 2015 — 2015
Pilates Institute Mat Certification
Harvard University Kennedy School of Government 2003 — 2003
Political Science and Government
Marymount Manhattan College 1979 — 1983
BS, Magna Cum Laude, Mathematics
Committee to Elect Susan Passoni, State Rep, Third Suffolk District 2009 - 2009
Committee to Elect Susan Passoni, District 2 City Council 2007 - 2007
Committtee to Elect Susan Passoni, District 2 City Council 2004 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
SG Cowen 1993 - 1999
Smith Barney 1986 - 1993
Goldman Sachs 1983 - 1986
Skills
Fundraising, Nonprofits, Community Outreach, Volunteer Management, Community Development, Local Government, Political Campaigns, Budgets, Financial Analysis, Research, Non-profits, Campaign Plans, Campaign Strategies, Capital Campaigns, Grant Administration, Mentoring, Writing, Advocacy, Budgeting, Community Relations, Government Relations, Education, Charter Schools, Non-profit Board..., Non-profit Volunteering, Strategic Communications, Grant Writing
Education
EQUINOX 2015 — 2015
Pilates Institute Mat Certification
Harvard University Kennedy School of Government 2003 — 2003
Political Science and Government
Marymount Manhattan College 1979 — 1983
BS, Magna Cum Laude, Mathematics
Jesse Carliner's SG Cowen Experience 1997 - 2001
Job Computer Software Professional
Industry Computer Software
Experience
Ciber June 1996 - January 2002
SG Cowen 1997 - 2001
Salomon Brothers September 1987 - July 1996
Citibank September 1987 - July 1996
The Chase Manhattan Bank September 1979 - September 1979
Education
Pace University
MBA, Computer Science and Information Systems
Rider University 1970 — 1975
Ciber June 1996 - January 2002
SG Cowen 1997 - 2001
Salomon Brothers September 1987 - July 1996
Citibank September 1987 - July 1996
The Chase Manhattan Bank September 1979 - September 1979
Education
Pace University
MBA, Computer Science and Information Systems
Rider University 1970 — 1975
Rob Hadfield's SG Cowen Experience June 1999 - July 2002
Job General Counsel at Flex Pharma, Inc.
Industry Law Practice
Experience
Flex Pharma, Inc. April 2014 - Present
Cooley LLP March 2012 - April 2014
Kiva Systems, Inc. August 2011 - March 2012
Cooley LLP August 2007 - August 2011
Goulston & Storrs September 2006 - August 2007
SG Cowen June 1999 - July 2002
Skills
Licensing, Mergers, Corporate Law, Litigation, Corporate Governance, Legal Writing, Intellectual Property, Securities Regulation, Mergers & Acquisitions, Commercial Litigation, Legal Research, Joint Ventures, Private Equity, Civil Litigation
Education
Georgetown University Law Center 2003 — 2006
J.D.
Providence College 1995 — 1999
BS, Finance
Flex Pharma, Inc. April 2014 - Present
Cooley LLP March 2012 - April 2014
Kiva Systems, Inc. August 2011 - March 2012
Cooley LLP August 2007 - August 2011
Goulston & Storrs September 2006 - August 2007
SG Cowen June 1999 - July 2002
Skills
Licensing, Mergers, Corporate Law, Litigation, Corporate Governance, Legal Writing, Intellectual Property, Securities Regulation, Mergers & Acquisitions, Commercial Litigation, Legal Research, Joint Ventures, Private Equity, Civil Litigation
Education
Georgetown University Law Center 2003 — 2006
J.D.
Providence College 1995 — 1999
BS, Finance
Jatinder Mahal's SG Cowen Experience March 1998 - November 2002
Job analyst at UB Group
Industry Computer Software
Experience
Citi Bank/Stonewain Systems October 2012 - Present
Citi Bank/Stonewain Systems, NY/NJ October 2012 - Present
DOITT March 2012 - October 2012
Ambac Assurance Corporation January 2011 - March 2012
GE Aviation, NJ February 2008 - January 2011
United Bank of Switzerland (UBS), NJ December 2006 - February 2008
Sun Investments Solutions, Inc October 2004 - November 2006
Merrill Lynch January 2003 - September 2004
SG Cowen March 1998 - November 2002
Chase Manhattan Bank November 1995 - February 1998
Skills
Data Warehousing, ETL, SSIS, Databases, Oracle, SQL, Data Modeling, SSRS, Microsoft SQL Server, Crystal Reports
Education
Guru Nanak University
Post Graduate Diploma, Computer Applications
Guru Nanak University
MA, Economics; Math
Monmouth University
MBA, Information Systems
Citi Bank/Stonewain Systems October 2012 - Present
Citi Bank/Stonewain Systems, NY/NJ October 2012 - Present
DOITT March 2012 - October 2012
Ambac Assurance Corporation January 2011 - March 2012
GE Aviation, NJ February 2008 - January 2011
United Bank of Switzerland (UBS), NJ December 2006 - February 2008
Sun Investments Solutions, Inc October 2004 - November 2006
Merrill Lynch January 2003 - September 2004
SG Cowen March 1998 - November 2002
Chase Manhattan Bank November 1995 - February 1998
Skills
Data Warehousing, ETL, SSIS, Databases, Oracle, SQL, Data Modeling, SSRS, Microsoft SQL Server, Crystal Reports
Education
Guru Nanak University
Post Graduate Diploma, Computer Applications
Guru Nanak University
MA, Economics; Math
Monmouth University
MBA, Information Systems
Rob Nagle, CFA's SG Cowen Experience 2001 - 2001
Job Manager Sales and Client Service at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics 2009 - Present
New York University 2002 - Present
Thomson Reuters 2007 - 2009
Thomson Financial 2007 - 2008
LaBranche & Co. 2003 - 2006
SG Cowen 2001 - 2001
Prudential Securities 2000 - 2000
The Chase Manhattan Bank 1999 - 2000
Skills
Financial Markets, Financial Services, Financial Analysis, Investor Relations, Portfolio Management, Mergers, Financial Modeling, Valuation, Risk Management, Investment Banking, Fixed Income, Credit, Problem Solving, Team Management, Strategy, Driving Results, Collaboration, Account Management, Credit Analysis, Analytics
Education
Hofstra University
MBA with Distinction, Finance
Stony Brook University 1992 — 1996
BA, LIberal Arts
Moody's Analytics 2009 - Present
New York University 2002 - Present
Thomson Reuters 2007 - 2009
Thomson Financial 2007 - 2008
LaBranche & Co. 2003 - 2006
SG Cowen 2001 - 2001
Prudential Securities 2000 - 2000
The Chase Manhattan Bank 1999 - 2000
Skills
Financial Markets, Financial Services, Financial Analysis, Investor Relations, Portfolio Management, Mergers, Financial Modeling, Valuation, Risk Management, Investment Banking, Fixed Income, Credit, Problem Solving, Team Management, Strategy, Driving Results, Collaboration, Account Management, Credit Analysis, Analytics
Education
Hofstra University
MBA with Distinction, Finance
Stony Brook University 1992 — 1996
BA, LIberal Arts
Stephen Putorte's SG Cowen Experience May 1997 - November 2000
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2009 - Present
Morgan Stanley March 2008 - March 2009
Morgan Stanley December 2000 - February 2008
SG Cowen May 1997 - November 2000
Paine Webber January 1991 - May 1997
Skills
XP, Insurance, CRM, Asset Allocation, Asset Managment, Leadership, Microsoft Office 2007, Securities, Series 63, Series 7, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Services, Back Office, Separately Managed..., IRAs, Bonds, Retirement
Education
City University of New York-College of Staten Island
Morgan Stanley Smith Barney March 2009 - Present
Morgan Stanley March 2008 - March 2009
Morgan Stanley December 2000 - February 2008
SG Cowen May 1997 - November 2000
Paine Webber January 1991 - May 1997
Skills
XP, Insurance, CRM, Asset Allocation, Asset Managment, Leadership, Microsoft Office 2007, Securities, Series 63, Series 7, Asset Management, Strategic Financial..., Mutual Funds, Investment Advisory, Financial Services, Back Office, Separately Managed..., IRAs, Bonds, Retirement
Education
City University of New York-College of Staten Island
Matthew Pados's SG Cowen Experience June 2002 - August 2002
Job Director at Hancock Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Hancock Capital Management June 2013 - Present
Hancock Capital Management July 2009 - June 2013
Wachovia Securities June 2008 - August 2008
Morgan Creek Capital Management January 2008 - April 2008
Dubin Clark & Company, Inc. January 2007 - June 2007
MetLife January 2005 - January 2007
MetLife July 2003 - January 2005
SG Cowen June 2002 - August 2002
SG Cowen June 2001 - August 2001
Skills
Equity Research, Investments, Leveraged Finance, Private Placements, Financial Modeling, Valuation, Private Equity, Financial Analysis, Corporate Finance, Equities, Due Diligence, Portfolio Management, Capital Markets, Alternative Investments, Fixed Income, Asset Management, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
Boston College 1999 — 2003
BS, Management
Hancock Capital Management June 2013 - Present
Hancock Capital Management July 2009 - June 2013
Wachovia Securities June 2008 - August 2008
Morgan Creek Capital Management January 2008 - April 2008
Dubin Clark & Company, Inc. January 2007 - June 2007
MetLife January 2005 - January 2007
MetLife July 2003 - January 2005
SG Cowen June 2002 - August 2002
SG Cowen June 2001 - August 2001
Skills
Equity Research, Investments, Leveraged Finance, Private Placements, Financial Modeling, Valuation, Private Equity, Financial Analysis, Corporate Finance, Equities, Due Diligence, Portfolio Management, Capital Markets, Alternative Investments, Fixed Income, Asset Management, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance
Boston College 1999 — 2003
BS, Management
Brian Konigsberg's SG Cowen Experience April 2001 - July 2002
Job Equity Research Analyst, SMID Industrials/Engineering and Construction
Industry Financial Services
Experience
Vertical Research Partners February 2010 - Present
Citigroup October 2006 - February 2010
Soleil Securities September 2005 - October 2006
Ascent Growth Funds June 2003 - September 2005
SG Cowen April 2001 - July 2002
Gardner Lewis Asset Management August 2000 - April 2001
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs
Roslyn High School
Vertical Research Partners February 2010 - Present
Citigroup October 2006 - February 2010
Soleil Securities September 2005 - October 2006
Ascent Growth Funds June 2003 - September 2005
SG Cowen April 2001 - July 2002
Gardner Lewis Asset Management August 2000 - April 2001
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs
Roslyn High School
John Reardon's SG Cowen Experience December 2003 - June 2005
Job Client Engineer Manager for Jefferies LLC at FIS
Industry Information Technology and Services
Experience
FIS June 2014 - Present
Jefferies LLC October 2007 - May 2014
HP June 2005 - October 2007
SG Cowen December 2003 - June 2005
Perot Systems June 1998 - December 2003
Union Bank of Switzerland December 1997 - June 1998
Skills
Disaster Recovery, Virtualization, VMware, ITIL, Vendor Management, Active Directory, Data Center, Windows Server, HP, Cloud Computing, Operating Systems, Windows 7, IT Service Management, Infrastructure, Enterprise Architecture, System Deployment, XP, Business Continuity, IT Strategy, Microsoft Exchange, Windows, Outsourcing, Security, IT Management, Wise Packaging, Citrix, SCCM, thinapp, Server Architecture, Incident Management, Servers, Information Technology, Microsoft Technologies, VMware Infrastructure, VMware ESX, Information Security, SAN, System Administration, Solaris, Cisco Technologies, Storage Area Networks, Unix, IIS, Storage, DNS, Integration, Applications, Windows XP, Firewalls, Technical Support
Education
University of Phoenix 2003 — 2007
BS, Information Technology
University of Phoenix 2003 — 2005
AA, General
FIS June 2014 - Present
Jefferies LLC October 2007 - May 2014
HP June 2005 - October 2007
SG Cowen December 2003 - June 2005
Perot Systems June 1998 - December 2003
Union Bank of Switzerland December 1997 - June 1998
Skills
Disaster Recovery, Virtualization, VMware, ITIL, Vendor Management, Active Directory, Data Center, Windows Server, HP, Cloud Computing, Operating Systems, Windows 7, IT Service Management, Infrastructure, Enterprise Architecture, System Deployment, XP, Business Continuity, IT Strategy, Microsoft Exchange, Windows, Outsourcing, Security, IT Management, Wise Packaging, Citrix, SCCM, thinapp, Server Architecture, Incident Management, Servers, Information Technology, Microsoft Technologies, VMware Infrastructure, VMware ESX, Information Security, SAN, System Administration, Solaris, Cisco Technologies, Storage Area Networks, Unix, IIS, Storage, DNS, Integration, Applications, Windows XP, Firewalls, Technical Support
Education
University of Phoenix 2003 — 2007
BS, Information Technology
University of Phoenix 2003 — 2005
AA, General
John McVicar's SG Cowen Experience 1999 - 2007
Job Senior Manager TIAACREF Asset Management IT
Industry Information Technology and Services
Experience
TIAA-CREF October 2011 - Present
Bank of America October 2007 - Present
Merrill Lynch October 2007 - October 2011
Bank of America Merril Lynch 2007 - October 2011
Barclays Capital May 2007 - September 2007
SG Cowen 1999 - 2007
Cowen & Company 1999 - 2007
Societe General 1999 - 2006
Societe Generale 2000 - 2005
Skills
Equity Trading, Equities, Program Trading, Fidessa, Electronic Trading, Market Data, Middle Office, Trading Systems, Bloomberg, Order Management, FINRA, Infrastructure, Low Latency, Trading, Back Office, Investment Banking, Series 63, Series 7, Proprietary Trading, Exchange Connectivity, Series 24, Valuation, Trading System, Business Continuity, Options, Equity Derivatives, Asset Management, Derivatives, Risk Management, SDLC
Education
Mercy College 1991 — 1993
BS, Public Accounting
TIAA-CREF October 2011 - Present
Bank of America October 2007 - Present
Merrill Lynch October 2007 - October 2011
Bank of America Merril Lynch 2007 - October 2011
Barclays Capital May 2007 - September 2007
SG Cowen 1999 - 2007
Cowen & Company 1999 - 2007
Societe General 1999 - 2006
Societe Generale 2000 - 2005
Skills
Equity Trading, Equities, Program Trading, Fidessa, Electronic Trading, Market Data, Middle Office, Trading Systems, Bloomberg, Order Management, FINRA, Infrastructure, Low Latency, Trading, Back Office, Investment Banking, Series 63, Series 7, Proprietary Trading, Exchange Connectivity, Series 24, Valuation, Trading System, Business Continuity, Options, Equity Derivatives, Asset Management, Derivatives, Risk Management, SDLC
Education
Mercy College 1991 — 1993
BS, Public Accounting
Lisa Remaklus's SG Cowen Experience 1994 - 1996
Job Sugar Me
Industry Research
Experience
Sugar Me January 2010 - Present
Fortis Partners 2008 - 2009
Equinox 2008 - 2008
Digital Island 1999 - 2001
PricewaterhouseCoopers 1998 - 1999
Lehman Brothers 1996 - 1998
SG Cowen 1994 - 1996
Education
Piedmont Schools
San Francisco State University
Sugar Me January 2010 - Present
Fortis Partners 2008 - 2009
Equinox 2008 - 2008
Digital Island 1999 - 2001
PricewaterhouseCoopers 1998 - 1999
Lehman Brothers 1996 - 1998
SG Cowen 1994 - 1996
Education
Piedmont Schools
San Francisco State University
Douglas Sainato's SG Cowen Experience September 2002 - August 2005
Job Cloud Solutions Specialist
Industry Information Technology and Services
Experience
Onix Networking Corp. January 2014 - Present
MIXIT Inc. October 2011 - May 2013
Ullink February 2009 - October 2011
NYFIX August 2005 - February 2009
SG Cowen September 2002 - August 2005
Merrill Lynch October 1998 - September 2002
Skills
Trading, Electronic Trading, Equity Trading, Trading Systems, Market Data, Options, Order Management, Execution Management, Equities, Low Latency, Back Office, Derivatives, Business Analysis, Equity Derivatives, Execution Management..., FX Options, Financial Markets, Fixed Income, Portfolio Management, Project Management, Risk Management, Financial Services, Securities, Hedge Funds
Education
Florida Atlantic University 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration
State University of New York at Albany 1990 — 1995
Bachelor of Arts (B.A.), Major: Computer Science; Minor: Business Administration
Onix Networking Corp. January 2014 - Present
MIXIT Inc. October 2011 - May 2013
Ullink February 2009 - October 2011
NYFIX August 2005 - February 2009
SG Cowen September 2002 - August 2005
Merrill Lynch October 1998 - September 2002
Skills
Trading, Electronic Trading, Equity Trading, Trading Systems, Market Data, Options, Order Management, Execution Management, Equities, Low Latency, Back Office, Derivatives, Business Analysis, Equity Derivatives, Execution Management..., FX Options, Financial Markets, Fixed Income, Portfolio Management, Project Management, Risk Management, Financial Services, Securities, Hedge Funds
Education
Florida Atlantic University 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration
State University of New York at Albany 1990 — 1995
Bachelor of Arts (B.A.), Major: Computer Science; Minor: Business Administration
Arram Han's SG Cowen Experience February 2000 - September 2001
Job Head of Equity Derivatives Application Support, Americas
Industry Information Technology and Services
Experience
Société Générale July 2014 - Present
Societe Generale December 2012 - July 2014
Societe Generale July 2010 - November 2012
SGCIB September 2001 - July 2010
SG Cowen February 2000 - September 2001
SG Cowen 1999 - 2000
Skills
NAS, SAN, NetApp, NCDA, Disaster Recovery, Production Support, Equity Trading, Trading System, CRM, Crisis Management, Perl Script, High Frequency Trading, Low Latency Trading
Education
New York University 1995 — 1998
Société Générale July 2014 - Present
Societe Generale December 2012 - July 2014
Societe Generale July 2010 - November 2012
SGCIB September 2001 - July 2010
SG Cowen February 2000 - September 2001
SG Cowen 1999 - 2000
Skills
NAS, SAN, NetApp, NCDA, Disaster Recovery, Production Support, Equity Trading, Trading System, CRM, Crisis Management, Perl Script, High Frequency Trading, Low Latency Trading
Education
New York University 1995 — 1998
Joe Mastronardi's SG Cowen Experience January 1995 - February 1999
Job Controller at Peri Software Solutions Inc
Industry Staffing and Recruiting
Experience
Peri Software Solutions Inc September 2010 - Present
Illuminating Experiences Inc April 2009 - August 2010
WiLine Networks March 2006 - March 2009
Ergodynamics Inc February 2000 - February 2006
Credit Lyonnais Securities March 1999 - January 2000
SG COWEN January 1995 - February 1999
Skills
Accounting, Consolidation, Financial Analysis, Forecasting, Financial Reporting, Managerial Finance, Sarbanes-Oxley Act, Finance, Business Strategy, Financial Modeling
Education
Fairleigh Dickinson University-Florham Campus 1981 — 1986
mba
Seton Hall University 1973 — 1977
B.S. in Bus Adm, Accounting
Peri Software Solutions Inc September 2010 - Present
Illuminating Experiences Inc April 2009 - August 2010
WiLine Networks March 2006 - March 2009
Ergodynamics Inc February 2000 - February 2006
Credit Lyonnais Securities March 1999 - January 2000
SG COWEN January 1995 - February 1999
Skills
Accounting, Consolidation, Financial Analysis, Forecasting, Financial Reporting, Managerial Finance, Sarbanes-Oxley Act, Finance, Business Strategy, Financial Modeling
Education
Fairleigh Dickinson University-Florham Campus 1981 — 1986
mba
Seton Hall University 1973 — 1977
B.S. in Bus Adm, Accounting
Oscar Mack's SG Cowen Experience 2004 - 2005
Job Director of Application Development at Select Equity Group, L.P.
Industry Information Technology and Services
Experience
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
Liz (Johnson) DeFreitas's SG Cowen Experience 2004 - 2005
Job StayAtHome Mom
Industry Wine and Spirits
Experience
Constellation Brands March 2012 - January 2014
Constellation Brands September 2008 - February 2012
SG Cowen 2004 - 2005
Southern Wine & Spirits 2002 - 2004
Telogy 2001 - 2002
Southwestern Company 1996 - 1997
Skills
Outlook, Forecasting, Excel, Microsoft Excel, Wine, Management, Strategy, Business Analysis, Marketing Strategy, Budgets, Marketing, Sales, Sales Management, Sales Operations, FMCG, Food
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Agribusiness with Mktg and Int'l Business Concentrations; Minor in Economics
Constellation Brands March 2012 - January 2014
Constellation Brands September 2008 - February 2012
SG Cowen 2004 - 2005
Southern Wine & Spirits 2002 - 2004
Telogy 2001 - 2002
Southwestern Company 1996 - 1997
Skills
Outlook, Forecasting, Excel, Microsoft Excel, Wine, Management, Strategy, Business Analysis, Marketing Strategy, Budgets, Marketing, Sales, Sales Management, Sales Operations, FMCG, Food
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
BS, Agribusiness with Mktg and Int'l Business Concentrations; Minor in Economics
Eric Muzzy's SG Cowen Experience 1999 - 2000
Job Programmer Analyst at Memorial SloanKettering Cancer Center
Industry Information Technology and Services
Experience
Memorial Sloan-Kettering Cancer Center December 2008 - Present
American Museum of Natural History 2005 - December 2008
Moodys Investor Services 2001 - 2003
Sapphire Systems 1999 - 2003
Prudential Financial 2000 - 2001
SG Cowen 1999 - 2000
The Chase Manhattan Bank 1997 - 1999
Education
City University of New York 2004 — 2005
MLIS
Temple University 1976 — 1979
BA, Film / Television
Memorial Sloan-Kettering Cancer Center December 2008 - Present
American Museum of Natural History 2005 - December 2008
Moodys Investor Services 2001 - 2003
Sapphire Systems 1999 - 2003
Prudential Financial 2000 - 2001
SG Cowen 1999 - 2000
The Chase Manhattan Bank 1997 - 1999
Education
City University of New York 2004 — 2005
MLIS
Temple University 1976 — 1979
BA, Film / Television
Edwin H. Gordon's SG Cowen Experience 1996 - 2000
Job Managing Director at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann & Co July 2008 - Present
Merriman Curhan Ford 2007 - 2008
Punk, Ziegel & Company 2000 - 2007
SG Cowen 1996 - 2000
Furman Selz 1994 - 1996
Morgan Stanley & Co 1990 - 1994
Skills
Venture Capital, Private Equity, Corporate Development, Private Placements, Investment Banking, IPO, Valuation, Mergers & Acquisitions, Start-ups, Mergers, Due Diligence, Financial Modeling, Asset Management, Investor Relations, Business Strategy, Restructuring, Business Valuation, Management Consulting, Corporate Finance, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Strategy, Entrepreneurship, M&A experience, LBO, Emerging Markets, Equities, Investments, Business Planning, Portfolio Management, Securities, Capital Raising, Equity Valuation, Financial Structuring, Capital, Investment Management, Divestitures, Funding, Equity Trading
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Economics
University of Pittsburgh
Bachelor of Arts (B.A.), Economics
Ladenburg Thalmann & Co July 2008 - Present
Merriman Curhan Ford 2007 - 2008
Punk, Ziegel & Company 2000 - 2007
SG Cowen 1996 - 2000
Furman Selz 1994 - 1996
Morgan Stanley & Co 1990 - 1994
Skills
Venture Capital, Private Equity, Corporate Development, Private Placements, Investment Banking, IPO, Valuation, Mergers & Acquisitions, Start-ups, Mergers, Due Diligence, Financial Modeling, Asset Management, Investor Relations, Business Strategy, Restructuring, Business Valuation, Management Consulting, Corporate Finance, Equity Research, Capital Markets, Alternative Investments, Hedge Funds, Strategy, Entrepreneurship, M&A experience, LBO, Emerging Markets, Equities, Investments, Business Planning, Portfolio Management, Securities, Capital Raising, Equity Valuation, Financial Structuring, Capital, Investment Management, Divestitures, Funding, Equity Trading
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Economics
University of Pittsburgh
Bachelor of Arts (B.A.), Economics
brett skolnik's SG Cowen Experience 1996 - 2003
Job Managing Director, Head of Healthcare M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Peter Londa's SG Cowen Experience August 1999 - July 2000
Job President & CEO, Tantalus Systems
Industry Information Technology and Services
Experience
Tantalus Systems April 2014 - Present
BPL Global December 2007 - Present
World Energy June 2014 - January 2015
The Chart Group May 2004 - December 2007
ThoughtWorks July 2000 - December 2003
SG Cowen August 1999 - July 2000
Skills
Strategy, Venture Capital, Strategic Partnerships, Private Equity, Business Development, New Business Development, Investment Banking, Start-ups, Marketing Strategy, Strategic Planning, Finance, Product Management, Equities, Private Placements, Business Process..., Leadership, Listen, Agile Methodologies
Education
Emory University - Goizueta Business School 1995 — 1999
MBA, Finance, General
Emory University School of Law 1995 — 1999
JD
Emory University 1991 — 1995
BA, Economics
Tantalus Systems April 2014 - Present
BPL Global December 2007 - Present
World Energy June 2014 - January 2015
The Chart Group May 2004 - December 2007
ThoughtWorks July 2000 - December 2003
SG Cowen August 1999 - July 2000
Skills
Strategy, Venture Capital, Strategic Partnerships, Private Equity, Business Development, New Business Development, Investment Banking, Start-ups, Marketing Strategy, Strategic Planning, Finance, Product Management, Equities, Private Placements, Business Process..., Leadership, Listen, Agile Methodologies
Education
Emory University - Goizueta Business School 1995 — 1999
MBA, Finance, General
Emory University School of Law 1995 — 1999
JD
Emory University 1991 — 1995
BA, Economics
Erica Stauffer's SG Cowen Experience 1999 - 2000
Job Global Head of University Relations at AIG
Industry Financial Services
Experience
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
Adam Goodfriend's SG Cowen Experience 1997 - 2000
Job Chief Investment Officer at The Alberleen Group
Industry Financial Services
Experience
The Alberleen Group June 2010 - Present
Platinum Gate Capital Management June 2009 - June 2010
Consumer Care Solutions January 2007 - May 2009
Airlie Group January 2003 - January 2006
Banc of America Securities January 2000 - January 2003
SG Cowen 1997 - 2000
The Chase Manhattan Bank 1990 - 1997
American Security & Trust Co. 1986 - 1988
Skills
Hedge Funds, Asset Managment, Private Equity, Capital Markets, Investment Banking, Alternative Investments, Equities, Investments, Financial Modeling, Corporate Finance, Valuation, Fixed Income
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
The Johns Hopkins University 1982 — 1986
BA, International Relations / Soviet Studies
Bronx High School of Science
The Alberleen Group June 2010 - Present
Platinum Gate Capital Management June 2009 - June 2010
Consumer Care Solutions January 2007 - May 2009
Airlie Group January 2003 - January 2006
Banc of America Securities January 2000 - January 2003
SG Cowen 1997 - 2000
The Chase Manhattan Bank 1990 - 1997
American Security & Trust Co. 1986 - 1988
Skills
Hedge Funds, Asset Managment, Private Equity, Capital Markets, Investment Banking, Alternative Investments, Equities, Investments, Financial Modeling, Corporate Finance, Valuation, Fixed Income
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
The Johns Hopkins University 1982 — 1986
BA, International Relations / Soviet Studies
Bronx High School of Science
Daniel K. Lee's SG Cowen Experience December 2003 - August 2005
Job Associate at Mitsubishi UFJ Financial Group (MUFG)
Industry Investment Management
Experience
Mitsubishi UFJ Financial Group (MUFG) July 2013 - Present
MetLife Investments June 2012 - September 2012
GH Venture Partners LLC, Kiboo LLC and Boylan Bottling Company December 2008 - August 2011
Macquarie Capital October 2006 - December 2008
BNY Mezzanine Partners August 2005 - October 2006
SG Cowen December 2003 - August 2005
Skills
Private Equity, Valuation, Investment Management, Investments, Financial Modeling, Securities, Portfolio Management, Equities, Investment Banking
Education
UCLA Anderson School of Management 2011 — 2013
M.B.A., Finance, Graduated with Honors
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Mitsubishi UFJ Financial Group (MUFG) July 2013 - Present
MetLife Investments June 2012 - September 2012
GH Venture Partners LLC, Kiboo LLC and Boylan Bottling Company December 2008 - August 2011
Macquarie Capital October 2006 - December 2008
BNY Mezzanine Partners August 2005 - October 2006
SG Cowen December 2003 - August 2005
Skills
Private Equity, Valuation, Investment Management, Investments, Financial Modeling, Securities, Portfolio Management, Equities, Investment Banking
Education
UCLA Anderson School of Management 2011 — 2013
M.B.A., Finance, Graduated with Honors
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Rick Deitch's SG Cowen Experience September 2000 - April 2003
Job Private Equity Investor
Industry Investment Management
Experience
RSR Finance, LLC 2003 - Present
SG Cowen September 2000 - April 2003
Donaldson, Lufkin & Jenrette 1990 - 2000
DLJ 1990 - 2000
Skills
Investments, Investment Banking, Finance, Management, Outsourcing, Banking, Data Center, Private Equity, Venture Capital, Valuation, IT Service Management, Financial Modeling, Mergers & Acquisitions, Equities, Due Diligence, Corporate Development, Alternative Investments, Capital Markets, Corporate Finance, LBO, Start-ups, Private Placements
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Rose-Hulman Institute of Technology 1981 — 1985
BS, Double Major: Economics/Chemical Eng.
RSR Finance, LLC 2003 - Present
SG Cowen September 2000 - April 2003
Donaldson, Lufkin & Jenrette 1990 - 2000
DLJ 1990 - 2000
Skills
Investments, Investment Banking, Finance, Management, Outsourcing, Banking, Data Center, Private Equity, Venture Capital, Valuation, IT Service Management, Financial Modeling, Mergers & Acquisitions, Equities, Due Diligence, Corporate Development, Alternative Investments, Capital Markets, Corporate Finance, LBO, Start-ups, Private Placements
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Rose-Hulman Institute of Technology 1981 — 1985
BS, Double Major: Economics/Chemical Eng.
Andrew J. Turchin's SG Cowen Experience 1998 - 2002
Job Hedge Fund executive searching for a Chief Financial Officer opportunity
Industry Investment Management
Experience
Kenbelle Capital L.P. December 2013 - December 2014
Elm Ridge Management LLC February 2013 - December 2013
Voras Capital Management March 2011 - August 2012
Castle Point Capital 2006 - 2011
Gerber Asset Management 2003 - 2005
EY 2003 - 2003
EY 2003 - 2003
SG Cowen 1998 - 2002
PaineWebber Specialists Inc 1985 - 1998
Paine Webber 1985 - 1998
Education
SUNY Albany
BS, Accounting
Kenbelle Capital L.P. December 2013 - December 2014
Elm Ridge Management LLC February 2013 - December 2013
Voras Capital Management March 2011 - August 2012
Castle Point Capital 2006 - 2011
Gerber Asset Management 2003 - 2005
EY 2003 - 2003
EY 2003 - 2003
SG Cowen 1998 - 2002
PaineWebber Specialists Inc 1985 - 1998
Paine Webber 1985 - 1998
Education
SUNY Albany
BS, Accounting
Azra Azhar's SG Cowen Experience 2001 - 2006
Job Société Générale Corporate and Investment Banking
Industry Financial Services
Experience
Société Générale Corporate and Investment Banking 2001 - Present
SG Cowen 2001 - 2006
SHELL Petroleum N.V.Pakistan 1993 - 1997
Applied Economics Research Centre 1989 - 1992
Skills
Equity Derivatives, Quality Assurance, Trading Systems, Investment Banking, Derivatives, Electronic Trading, Fixed Income, Financial Markets, Equities, Capital Markets, SQL, Structured Products, Business Analysis, Dodd Frank Title 7
Education
University of Cambridge 1991 — 1992
M.Phil, Economics
Société Générale Corporate and Investment Banking 2001 - Present
SG Cowen 2001 - 2006
SHELL Petroleum N.V.Pakistan 1993 - 1997
Applied Economics Research Centre 1989 - 1992
Skills
Equity Derivatives, Quality Assurance, Trading Systems, Investment Banking, Derivatives, Electronic Trading, Fixed Income, Financial Markets, Equities, Capital Markets, SQL, Structured Products, Business Analysis, Dodd Frank Title 7
Education
University of Cambridge 1991 — 1992
M.Phil, Economics
Betty Piazza's SG Cowen Experience June 1999 - May 2004
Job District Sales Coordinator at Aflac
Industry Insurance
Experience
Aflac June 2014 - Present
Brooks International January 2012 - December 2013
MetLife August 2007 - July 2011
SG Cowen June 1999 - May 2004
Skills
Securities, Business Development, Asset Allocation, Strategic Financial..., Series 63, Series 6, Equities, Equity Trading, Portfolio Management
Education
Long Island University, C.W. Post Campus 1993 — 1997
Bachelor of Science (B.S.), Marketing
Aflac June 2014 - Present
Brooks International January 2012 - December 2013
MetLife August 2007 - July 2011
SG Cowen June 1999 - May 2004
Skills
Securities, Business Development, Asset Allocation, Strategic Financial..., Series 63, Series 6, Equities, Equity Trading, Portfolio Management
Education
Long Island University, C.W. Post Campus 1993 — 1997
Bachelor of Science (B.S.), Marketing
William Michie's SG Cowen Experience February 1999 - January 2004
Job Information Services Professional
Industry Information Services
Experience
Lazard 2009 - Present
Bear Stearns Investment Bank 2004 - 2008
SG Cowen February 1999 - January 2004
Skills
Word, Excel, Visio, MapInfo, PowerPoint, Photoshop, Illustrator, Microsoft Excel, Microsoft Word
Education
Macalester College
Bachelor's degree, English
Lazard 2009 - Present
Bear Stearns Investment Bank 2004 - 2008
SG Cowen February 1999 - January 2004
Skills
Word, Excel, Visio, MapInfo, PowerPoint, Photoshop, Illustrator, Microsoft Excel, Microsoft Word
Education
Macalester College
Bachelor's degree, English
Ashley Blevins's SG Cowen Experience May 2001 - July 2003
Job Senior Director at Catamaran
Industry Pharmaceuticals
Experience
Catamaran July 2012 - Present
Catalyst Rx August 2011 - Present
Catalyst Rx September 2008 - August 2011
Catalyst Rx July 2006 - September 2008
PharmaCare August 2003 - July 2006
SG Cowen May 2001 - July 2003
Skills
Pharmacy Benefit..., Managed Care, Medicare Part D, Medicaid, Healthcare Consulting, Healthcare Management, Medicare, Healthcare, Disease Management, Health Insurance, Hospitals, Healthcare Industry, HIPAA, Utilization Management, Healthcare Information..., Specialty Pharmaceutical, Account Management
Education
John Carroll University 1991 — 1995
BS, Business, Psychology
Catamaran July 2012 - Present
Catalyst Rx August 2011 - Present
Catalyst Rx September 2008 - August 2011
Catalyst Rx July 2006 - September 2008
PharmaCare August 2003 - July 2006
SG Cowen May 2001 - July 2003
Skills
Pharmacy Benefit..., Managed Care, Medicare Part D, Medicaid, Healthcare Consulting, Healthcare Management, Medicare, Healthcare, Disease Management, Health Insurance, Hospitals, Healthcare Industry, HIPAA, Utilization Management, Healthcare Information..., Specialty Pharmaceutical, Account Management
Education
John Carroll University 1991 — 1995
BS, Business, Psychology
Eleanor Stanculescu D's SG Cowen Experience October 1998 - November 2001
Job Relative Value Team Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West November 2001 - Present
SG Cowen October 1998 - November 2001
Skills
Alternative Investments, Fixed Income, Hedge Funds, Bloomberg Terminal, Equities, Asset Management, Equity Research, Mutual Funds, Wealth Management, Financial Services
Education
New York University 2007 — 2012
Bachelor of Applied Science (BASc), Leadership and Management - Marketing Management
Trust Company of the West November 2001 - Present
SG Cowen October 1998 - November 2001
Skills
Alternative Investments, Fixed Income, Hedge Funds, Bloomberg Terminal, Equities, Asset Management, Equity Research, Mutual Funds, Wealth Management, Financial Services
Education
New York University 2007 — 2012
Bachelor of Applied Science (BASc), Leadership and Management - Marketing Management
Adam Dresher's SG Cowen Experience April 1998 - January 2001
Job Managing Director at FBN Securities
Industry Financial Services
Experience
FBN Securities October 2009 - Present
Miller Tabak & Co., LLC January 2001 - August 2009
SG Cowen April 1998 - January 2001
Cruttenden Roth, Inc. October 1997 - December 1998
Bank Julius Baer - Frankfurt September 1996 - September 1997
Skills
Derivatives, Options, Equities, Equity Derivatives, Corporate Access, Investment Banking, Corporations, Investments, Bloomberg, Equity Trading, Series 7, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Electronic Trading, ETFs, Capital Markets, Fund Of Funds, Trading, Series 63, Securities, Volatility, Prime Brokerage
Education
Franklin & Marshall College 1992 — 1996
Bachelor's Degree, Major in History, Minor in Art
FBN Securities October 2009 - Present
Miller Tabak & Co., LLC January 2001 - August 2009
SG Cowen April 1998 - January 2001
Cruttenden Roth, Inc. October 1997 - December 1998
Bank Julius Baer - Frankfurt September 1996 - September 1997
Skills
Derivatives, Options, Equities, Equity Derivatives, Corporate Access, Investment Banking, Corporations, Investments, Bloomberg, Equity Trading, Series 7, Alternative Investments, Hedge Funds, Fixed Income, Equity Research, Electronic Trading, ETFs, Capital Markets, Fund Of Funds, Trading, Series 63, Securities, Volatility, Prime Brokerage
Education
Franklin & Marshall College 1992 — 1996
Bachelor's Degree, Major in History, Minor in Art
Sam Adondakis's SG Cowen Experience 1999 - 2000
Job WeGen Solar
Industry Renewables & Environment
Experience
Vortex Capital 2011 - 2012
Level Global Investors 2006 - 2010
Prudential Equity Group 2002 - 2006
Broadview 2000 - 2001
SG Cowen 1999 - 2000
Prudential Securities 1993 - 1996
Skills
Equities, Trading, Bloomberg, Hedge Funds, Derivatives, Portfolio Management, Investments, Asset Management, Financial Markets, Options, Capital Markets, Solar Energy, Business Development
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Finance
University of Washington 1989 — 1993
Bachelor of Business Administration (BBA), Finance and Marketing
Vortex Capital 2011 - 2012
Level Global Investors 2006 - 2010
Prudential Equity Group 2002 - 2006
Broadview 2000 - 2001
SG Cowen 1999 - 2000
Prudential Securities 1993 - 1996
Skills
Equities, Trading, Bloomberg, Hedge Funds, Derivatives, Portfolio Management, Investments, Asset Management, Financial Markets, Options, Capital Markets, Solar Energy, Business Development
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Finance
University of Washington 1989 — 1993
Bachelor of Business Administration (BBA), Finance and Marketing
Elan Schultz's SG Cowen Experience 1997 - 2004
Job Founding Partner at TriSpan
Industry Venture Capital & Private Equity
Experience
TriSpan February 2015 - Present
Quilvest USA, Inc. 2005 - Present
SG Cowen 1997 - 2004
DLJ 1992 - 1997
Alvarez & Marsal 1989 - 1992
DLJ 1986 - 1988
Education
Stanford Business School 1988 — 1990
MBA
The University of Texas at Austin 1979 — 1985
BBA
TriSpan February 2015 - Present
Quilvest USA, Inc. 2005 - Present
SG Cowen 1997 - 2004
DLJ 1992 - 1997
Alvarez & Marsal 1989 - 1992
DLJ 1986 - 1988
Education
Stanford Business School 1988 — 1990
MBA
The University of Texas at Austin 1979 — 1985
BBA
Art Richardson's SG Cowen Experience March 2001 - April 2002
Job Principal at Delphian Capital Advisors, LLC
Industry Investment Management
Experience
Delphian Capital Advisors, LLC January 2014 - Present
KKR Prisma 2011 - 2014
Quattro Global Capital LLC May 2002 - February 2011
SG Cowen March 2001 - April 2002
Oaktree Capital Management July 1998 - February 2001
Merrill Lynch July 1994 - May 1996
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Equities, Fund Of Funds, Derivatives, Risk Analytics, Investment Banking, Equity Derivatives
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Stanford University 1990 — 1994
Bachelor's degree, Economics
St. Paul's School. Concord, NH
Delphian Capital Advisors, LLC January 2014 - Present
KKR Prisma 2011 - 2014
Quattro Global Capital LLC May 2002 - February 2011
SG Cowen March 2001 - April 2002
Oaktree Capital Management July 1998 - February 2001
Merrill Lynch July 1994 - May 1996
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Fixed Income, Portfolio Management, Capital Markets, Equities, Fund Of Funds, Derivatives, Risk Analytics, Investment Banking, Equity Derivatives
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Stanford University 1990 — 1994
Bachelor's degree, Economics
St. Paul's School. Concord, NH
Augie Ortiz's SG Cowen Experience February 1995 - March 2001
Job Bankrupt & Distressed Securities at First Brokers Securities/ICAP PLC
Industry Financial Services
Experience
First Brokers Securities/ICAP PLC March 2001 - Present
SG Cowen February 1995 - March 2001
Herzog, Heine & Geduld May 1988 - February 1995
Securities Settlement Corp March 1986 - May 1988
Goldberg Securities/First Options of Chicago March 1984 - March 1986
Skills
Bonds, Fixed Income, Equities, Capital Markets, Securities, Trading, Bloomberg, Alternative Investments, Series 7, Investments
Education
Adelphi University 1979 — 1983
BA, Finance
First Brokers Securities/ICAP PLC March 2001 - Present
SG Cowen February 1995 - March 2001
Herzog, Heine & Geduld May 1988 - February 1995
Securities Settlement Corp March 1986 - May 1988
Goldberg Securities/First Options of Chicago March 1984 - March 1986
Skills
Bonds, Fixed Income, Equities, Capital Markets, Securities, Trading, Bloomberg, Alternative Investments, Series 7, Investments
Education
Adelphi University 1979 — 1983
BA, Finance
Jack Eiff's SG Cowen Experience 1997 - 1999
Job Managing Director at Redan Capital, LLC
Industry Financial Services
Experience
Redan Capital, LLC August 2015 - Present
R6 Capital Group LLC April 2014 - July 2015
Banco Espirito Santo New York December 2011 - June 2013
Fidelity Capital Markets May 2010 - October 2011
Weeden & Co. October 2007 - 2010
E*trade Capital Markets January 2001 - October 2007
Spear, Leeds & Kellog 2000 - 2001
Oppenheimer & Close, Inc 1999 - 2001
SG Cowen 1997 - 1999
Skills
Financial Services, Equities, Series 63, Fixed Income, Hedge Funds, Series 7, Trading, Sales, Equity Trading, Securities, Electronic Trading, Capital Markets
Education
Columbia University in the City of New York
Continuing education
Ohio Wesleyan University
avon old farms
Lake Forest Country Day School - LFCDS
Redan Capital, LLC August 2015 - Present
R6 Capital Group LLC April 2014 - July 2015
Banco Espirito Santo New York December 2011 - June 2013
Fidelity Capital Markets May 2010 - October 2011
Weeden & Co. October 2007 - 2010
E*trade Capital Markets January 2001 - October 2007
Spear, Leeds & Kellog 2000 - 2001
Oppenheimer & Close, Inc 1999 - 2001
SG Cowen 1997 - 1999
Skills
Financial Services, Equities, Series 63, Fixed Income, Hedge Funds, Series 7, Trading, Sales, Equity Trading, Securities, Electronic Trading, Capital Markets
Education
Columbia University in the City of New York
Continuing education
Ohio Wesleyan University
avon old farms
Lake Forest Country Day School - LFCDS
Chris Beyer's SG Cowen Experience 1990 - 2003
Job Equity Sales TradingCantor Fitzgerald
Industry Investment Management
Experience
Cantor Fitzgerald October 2012 - Present
Auriga Securities July 2011 - June 2012
Collins Stewart 2009 - 2011
Natixis 2003 - 2008
Schwab Soundview 2003 - 2004
Weeden & Co. 2003 - 2004
SG Cowen 1990 - 2003
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Trading, Bloomberg, Derivatives, Asset Management, Investment Banking, Investments, Series 7, Equity Research, Equity Trading, Financial Markets, Securities, Alternative Investments, Portfolio Management, Electronic Trading, Valuation, Options, Series 63
Education
Ohio University 1978 — 1982
BA, Economics
Cantor Fitzgerald October 2012 - Present
Auriga Securities July 2011 - June 2012
Collins Stewart 2009 - 2011
Natixis 2003 - 2008
Schwab Soundview 2003 - 2004
Weeden & Co. 2003 - 2004
SG Cowen 1990 - 2003
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Trading, Bloomberg, Derivatives, Asset Management, Investment Banking, Investments, Series 7, Equity Research, Equity Trading, Financial Markets, Securities, Alternative Investments, Portfolio Management, Electronic Trading, Valuation, Options, Series 63
Education
Ohio University 1978 — 1982
BA, Economics
Georgina Payne's SG Cowen Experience November 1998 - October 2000
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 2000 - 2007
SG Cowen November 1998 - October 2000
Education
Pratt Institute 1986 — 1990
Bachelor of Fine Arts (BFA), Photography
Bear Stearns 2000 - 2007
SG Cowen November 1998 - October 2000
Education
Pratt Institute 1986 — 1990
Bachelor of Fine Arts (BFA), Photography
Marianne Kim's SG Cowen Experience 1999 - 2000
Job Corporate Counsel, Franklin Templeton
Industry Legal Services
Experience
Franklin Templeton Investments January 2014 - Present
Davis Polk & Wardwell LLP 2011 - December 2013
Kim & Chang 2009 - 2011
Goldman Sachs 2007 - 2008
Latham and Watkins 2003 - 2007
Sullivan & Cromwell LLP 2002 - 2002
Sullivan & Cromwell LLP 2001 - 2001
SG Cowen 1999 - 2000
Wilson Sonsini Goodrich and Rosati 1996 - 1999
Education
Bronx High School of Science
High School Diploma
New York University School of Law
Doctor of Law (JD)
Stanford University
Bachelor of Arts (BA), Psychology
Franklin Templeton Investments January 2014 - Present
Davis Polk & Wardwell LLP 2011 - December 2013
Kim & Chang 2009 - 2011
Goldman Sachs 2007 - 2008
Latham and Watkins 2003 - 2007
Sullivan & Cromwell LLP 2002 - 2002
Sullivan & Cromwell LLP 2001 - 2001
SG Cowen 1999 - 2000
Wilson Sonsini Goodrich and Rosati 1996 - 1999
Education
Bronx High School of Science
High School Diploma
New York University School of Law
Doctor of Law (JD)
Stanford University
Bachelor of Arts (BA), Psychology
Rebecca Yuan CPA's SG Cowen Experience August 2001 - April 2005
Job Accounting Manager
Industry Banking
Experience
Bnp Paribas September 2014 - Present
SG AMERICAS SECURITIES LLC February 2010 - August 2014
SG AMERICAS SECURITIES LLC April 2005 - February 2010
SG Cowen August 2001 - April 2005
DELOITTE & TOUCHE LLP August 1998 - August 2001
Skills
Accounting, Research, Banking, Budgets, Business Analysis, Financial Accounting, Financial Analysis, Leadership, Management, Risk Management, Testing, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
Master of Business Administration (MBA), Professional accounting
Bnp Paribas September 2014 - Present
SG AMERICAS SECURITIES LLC February 2010 - August 2014
SG AMERICAS SECURITIES LLC April 2005 - February 2010
SG Cowen August 2001 - April 2005
DELOITTE & TOUCHE LLP August 1998 - August 2001
Skills
Accounting, Research, Banking, Budgets, Business Analysis, Financial Accounting, Financial Analysis, Leadership, Management, Risk Management, Testing, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
Master of Business Administration (MBA), Professional accounting