SG Cowen Securities
Industry: Company
DescriptionHeadquarters: New York City, NY Parent organizations: Cowen Inc., Cowen Holdings, Inc. Subsidiaries: SG Barr Devlin, Cowen and Company, LLC, Research Division, Cowen Asset Management ltd
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SG Cowen Securities Employees
Employee
Years
Job
Industry
Brian Ernst Brian Ernst's SG Cowen Securities Experience July 1997 - July 2002
Job Branch Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
Creative Financial Group of NJ May 2013 - March 2014
Jackson Securities July 2011 - October 2012
Doley Securities, LLC October 2010 - May 2011
Electronic Global Securities March 2006 - October 2010
Piper Jaffray April 2005 - May 2006
VIE Financial February 2004 - March 2005
SG Cowen Securities July 1997 - July 2002
Education
Stockton University 1985 — 1989
Bachelor of Science, Marketing/ Finance
LPL Financial July 2014 - Present
Creative Financial Group of NJ May 2013 - March 2014
Jackson Securities July 2011 - October 2012
Doley Securities, LLC October 2010 - May 2011
Electronic Global Securities March 2006 - October 2010
Piper Jaffray April 2005 - May 2006
VIE Financial February 2004 - March 2005
SG Cowen Securities July 1997 - July 2002
Education
Stockton University 1985 — 1989
Bachelor of Science, Marketing/ Finance
William K. Woltz III William K. Woltz III's SG Cowen Securities Experience 1999 - 2001
Job Partner at Triad Commercial Properties
Industry Real Estate
Experience
Triad Commercial Properties 2008 - Present
Perry Manufacturing Company 2001 - 2008
SG Cowen Securities 1999 - 2001
Skills
Brokerage, Real Estate, Leases, Real Estate Development, Location Intelligence, Disposition, Corporate Real Estate, Financial Modeling, Strategic Planning, Real Estate Economics, Negotiation, Contract Negotiation, Business Development, Marketing Strategy, Real Estate Transactions, Commercial Real Estate, Lease Negotiations
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration
Woodberry Forest School 1991 — 1995
High School
Triad Commercial Properties 2008 - Present
Perry Manufacturing Company 2001 - 2008
SG Cowen Securities 1999 - 2001
Skills
Brokerage, Real Estate, Leases, Real Estate Development, Location Intelligence, Disposition, Corporate Real Estate, Financial Modeling, Strategic Planning, Real Estate Economics, Negotiation, Contract Negotiation, Business Development, Marketing Strategy, Real Estate Transactions, Commercial Real Estate, Lease Negotiations
Education
University of North Carolina at Chapel Hill 1995 — 1999
BS, Business Administration
Woodberry Forest School 1991 — 1995
High School
Kyle Stults Kyle Stults's SG Cowen Securities Experience June 2000 - July 2002
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
Janet Johns Janet Johns's SG Cowen Securities Experience 1999 - 2001
Job Business Development
Industry Financial Services
Experience
C4 Services, LLC 2003 - Present
Alumni Association Board of Directors DePauw University 2009 - 2011
SG Cowen Securities 1999 - 2001
UBS 1993 - 1999
Chemical Bank 1992 - 1993
Skills
Wealth Management, Public Speaking, Private Equity, Non-profits, Fundraising, Marketing, Negotiation, Corporate Communications, Event Planning, Strategy, Team Building, Nonprofits, Strategic Partnerships, Strategic Planning, Small Business, Start-ups, Public Relations, Entrepreneurship, Business Planning, Marketing Strategy, Management Consulting, Business Strategy, Social Media Marketing, Social Media, Leadership, Online Marketing, Marketing Communications, Online Advertising, New Business Development, Email Marketing, Event Management, Business Development, Board Development
Education
DePauw University 1981 — 1985
C4 Services, LLC 2003 - Present
Alumni Association Board of Directors DePauw University 2009 - 2011
SG Cowen Securities 1999 - 2001
UBS 1993 - 1999
Chemical Bank 1992 - 1993
Skills
Wealth Management, Public Speaking, Private Equity, Non-profits, Fundraising, Marketing, Negotiation, Corporate Communications, Event Planning, Strategy, Team Building, Nonprofits, Strategic Partnerships, Strategic Planning, Small Business, Start-ups, Public Relations, Entrepreneurship, Business Planning, Marketing Strategy, Management Consulting, Business Strategy, Social Media Marketing, Social Media, Leadership, Online Marketing, Marketing Communications, Online Advertising, New Business Development, Email Marketing, Event Management, Business Development, Board Development
Education
DePauw University 1981 — 1985
Christopher Kempisty Christopher Kempisty's SG Cowen Securities Experience May 1997 - May 2001
Job Senior Tax Associate / Broker Dealer Compliance at SMC International Group LTD.
Industry Financial Services
Experience
Liberty Tax Service December 2010 - Present
SMC International Group, Ltd. August 2006 - Present
Kempisty Financial Group May 2003 - Present
MaloneBailey, LLP January 2010 - September 2010
Washington Mutual 2005 - 2006
Northwestern Mutual Life 2004 - 2005
MetLife 2003 - 2004
SG Cowen Securities May 1997 - May 2001
Skills
Fixed Annuities, Tax Preparation, Retirement Planning, Estate Planning, Financial Planners, Tax, Investments, Insurance, Securities, Auditing, Small Business, Payroll, Finance, Mergers & Acquisitions, Options, QuickBooks, Health Insurance, Life Insurance, Term Life Insurance, Licensed Life & Health..., Corporate Tax, FINRA, Strategic Financial..., Financial Services, CPA, Tax Returns, IRAs, Income Tax, Mutual Funds, Employee Benefits, Tax Accounting, Series 63, Series 7, Banking, Disability Insurance, IRS, Accounting, Financial Advisory, Financial Statements
Education
Drexel University - LeBow College of Business 1993 — 1998
Notre Dame High School 1989 — 1993
Reynolds
Liberty Tax Service December 2010 - Present
SMC International Group, Ltd. August 2006 - Present
Kempisty Financial Group May 2003 - Present
MaloneBailey, LLP January 2010 - September 2010
Washington Mutual 2005 - 2006
Northwestern Mutual Life 2004 - 2005
MetLife 2003 - 2004
SG Cowen Securities May 1997 - May 2001
Skills
Fixed Annuities, Tax Preparation, Retirement Planning, Estate Planning, Financial Planners, Tax, Investments, Insurance, Securities, Auditing, Small Business, Payroll, Finance, Mergers & Acquisitions, Options, QuickBooks, Health Insurance, Life Insurance, Term Life Insurance, Licensed Life & Health..., Corporate Tax, FINRA, Strategic Financial..., Financial Services, CPA, Tax Returns, IRAs, Income Tax, Mutual Funds, Employee Benefits, Tax Accounting, Series 63, Series 7, Banking, Disability Insurance, IRS, Accounting, Financial Advisory, Financial Statements
Education
Drexel University - LeBow College of Business 1993 — 1998
Notre Dame High School 1989 — 1993
Reynolds
Niklas Gyllo Niklas Gyllo's SG Cowen Securities Experience May 2000 - February 2002
Job Managing Director, West Coast Capital Markets at RR Donnelley
Industry Information Services
Experience
RR Donnelley January 2015 - Present
RR Donnelley January 2009 - January 2015
RR Donnelley May 2002 - January 2009
SG Cowen Securities May 2000 - February 2002
IBM April 1996 - June 1999
Ferguson Enterprises January 1994 - April 1996
Skills
Mergers, Financial Analysis, Investment Banking, Negotiation, International Sales, Direct Sales, Cross-functional Team..., Account Management, Disaster Response, SaaS, Mergers & Acquisitions, Management, Forecasting, New Business Development, CRM, Enterprise Software, Outsourcing, Sales, Product Development, Finance, Marketing Strategy, Business Development
Education
Emory University - Goizueta Business School 1999 — 2001
MBA
London Business School 2000 — 2000
IEP, MBA
University of Florida - Warrington College of Business Administration 1989 — 1993
BSBA
RR Donnelley January 2015 - Present
RR Donnelley January 2009 - January 2015
RR Donnelley May 2002 - January 2009
SG Cowen Securities May 2000 - February 2002
IBM April 1996 - June 1999
Ferguson Enterprises January 1994 - April 1996
Skills
Mergers, Financial Analysis, Investment Banking, Negotiation, International Sales, Direct Sales, Cross-functional Team..., Account Management, Disaster Response, SaaS, Mergers & Acquisitions, Management, Forecasting, New Business Development, CRM, Enterprise Software, Outsourcing, Sales, Product Development, Finance, Marketing Strategy, Business Development
Education
Emory University - Goizueta Business School 1999 — 2001
MBA
London Business School 2000 — 2000
IEP, MBA
University of Florida - Warrington College of Business Administration 1989 — 1993
BSBA
Nikao Yang's SG Cowen Securities Experience July 1997 - March 2000
Job SVP Global Marketing & Business Development at Opera Mediaworks / AdColony
Industry Marketing and Advertising
Experience
Opera Mediaworks January 2015 - Present
AdColony (acquired by Opera Mediaworks) June 2009 - Present
Scion/Toyota August 2006 - May 2009
Del Monte Foods Company June 2005 - September 2005
The Walt Disney Company February 2005 - May 2005
SG Cowen Securities July 1997 - March 2000
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing and Strategy
University of California, Los Angeles
BA, Economics with Honors
Opera Mediaworks January 2015 - Present
AdColony (acquired by Opera Mediaworks) June 2009 - Present
Scion/Toyota August 2006 - May 2009
Del Monte Foods Company June 2005 - September 2005
The Walt Disney Company February 2005 - May 2005
SG Cowen Securities July 1997 - March 2000
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing and Strategy
University of California, Los Angeles
BA, Economics with Honors
scott wilkin scott wilkin's SG Cowen Securities Experience June 1999 - July 2003
Job Director of Research & Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management September 2012 - Present
UBS Global Asset Management July 2003 - September 2012
SG Cowen Securities June 1999 - July 2003
UBS Warburg January 1997 - June 1999
Dura Pharmaceuticals 1995 - 1997
Boston Biomedical Consultants June 1990 - September 1993
Skills
Valuation, Hedge Funds, Venture Capital, Equities, Alternative Investments, Equity Research, Private Equity, Asset Management, Investment Management, Financial Modeling, Investments, Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Portfolio Management
Education
Harvard Business School 1993 — 1995
MBA
Bowdoin College 1986 — 1990
Bachelor of Arts (B.A.) - Biochemistry, minor in Economics
UBS Global Asset Management September 2012 - Present
UBS Global Asset Management July 2003 - September 2012
SG Cowen Securities June 1999 - July 2003
UBS Warburg January 1997 - June 1999
Dura Pharmaceuticals 1995 - 1997
Boston Biomedical Consultants June 1990 - September 1993
Skills
Valuation, Hedge Funds, Venture Capital, Equities, Alternative Investments, Equity Research, Private Equity, Asset Management, Investment Management, Financial Modeling, Investments, Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Portfolio Management
Education
Harvard Business School 1993 — 1995
MBA
Bowdoin College 1986 — 1990
Bachelor of Arts (B.A.) - Biochemistry, minor in Economics
Paul Solomon Paul Solomon's SG Cowen Securities Experience 1998 - 2002
Job EVP and Chief Financial Officer at Physiotherapy Associates
Industry Hospital & Health Care
Experience
Physiotherapy Associates June 2014 - Present
Solstas Lab Partners Group, LLC (formerly Spectrum Lab Network) February 2010 - March 2014
Alvarez & Marsal July 2008 - February 2010
Salus Surgical Group LLC 2005 - 2008
SG Cowen Securities 1998 - 2002
Morgan Stanley Dean Witter 1992 - 1996
Skills
Acquisition Integration, Mergers & Acquisitions, Mergers, Financial Analysis, Leadership, Financial Reporting, Finance, Management, Healthcare, Change Management, Venture Capital, Private Equity, Corporate Finance, Managerial Finance, Financial Modeling, Due Diligence, Start-ups
Education
Binghamton University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Physiotherapy Associates June 2014 - Present
Solstas Lab Partners Group, LLC (formerly Spectrum Lab Network) February 2010 - March 2014
Alvarez & Marsal July 2008 - February 2010
Salus Surgical Group LLC 2005 - 2008
SG Cowen Securities 1998 - 2002
Morgan Stanley Dean Witter 1992 - 1996
Skills
Acquisition Integration, Mergers & Acquisitions, Mergers, Financial Analysis, Leadership, Financial Reporting, Finance, Management, Healthcare, Change Management, Venture Capital, Private Equity, Corporate Finance, Managerial Finance, Financial Modeling, Due Diligence, Start-ups
Education
Binghamton University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Evan Jennings's SG Cowen Securities Experience 2000 - 2002
Job Director, Financial Services Advisory Practice at PwC
Industry Financial Services
Experience
PwC March 2011 - Present
Millbrook Investment Management Company, LLC April 2004 - March 2011
Soundview Capital Management Corporation June 2002 - April 2004
SG Cowen Securities 2000 - 2002
Skills
Due Diligence, Hedge Funds, Private Equity, Financial Modeling, Project Management, Business Process..., Information Technology
Education
Brown University 1996 — 2000
AB
Choate Rosemary Hall 1994 — 1996
PwC March 2011 - Present
Millbrook Investment Management Company, LLC April 2004 - March 2011
Soundview Capital Management Corporation June 2002 - April 2004
SG Cowen Securities 2000 - 2002
Skills
Due Diligence, Hedge Funds, Private Equity, Financial Modeling, Project Management, Business Process..., Information Technology
Education
Brown University 1996 — 2000
AB
Choate Rosemary Hall 1994 — 1996
Gabriella Danza's SG Cowen Securities Experience 1998 - 2000
Job Marketing Contractor
Industry Consumer Goods
Experience
Independent Marketing Consultant April 2014 - Present
USTA - United States Tennis Association 2013 - 2014
PepsiCo 2008 - 2012
Playtex Products 2006 - 2008
Digitas 2005 - 2006
OLE 2004 - 2005
NYC2012 2003 - 2003
SG Cowen Securities 1998 - 2000
Skills
Consumer Products, Customer Insight, Brand Management, Marketing, Shopper Marketing, Competitive Analysis, Marketing Management, Segmentation, Brand Architecture, Marketing Research, Promotions, Cross-functional Team..., Advertising, Direct Marketing, Project Management, Budgets, Integrated Marketing, Product Marketing, Marketing Strategy, Marketing Communications, Business Analysis, Customer Service, Key Account Management, Strategic Partnerships, New Business Development, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Bachelor of Science (B.S.), Management with Finance Concentration
Independent Marketing Consultant April 2014 - Present
USTA - United States Tennis Association 2013 - 2014
PepsiCo 2008 - 2012
Playtex Products 2006 - 2008
Digitas 2005 - 2006
OLE 2004 - 2005
NYC2012 2003 - 2003
SG Cowen Securities 1998 - 2000
Skills
Consumer Products, Customer Insight, Brand Management, Marketing, Shopper Marketing, Competitive Analysis, Marketing Management, Segmentation, Brand Architecture, Marketing Research, Promotions, Cross-functional Team..., Advertising, Direct Marketing, Project Management, Budgets, Integrated Marketing, Product Marketing, Marketing Strategy, Marketing Communications, Business Analysis, Customer Service, Key Account Management, Strategic Partnerships, New Business Development, Strategy
Education
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Bachelor of Science (B.S.), Management with Finance Concentration
Robert Valdez's SG Cowen Securities Experience 1998 - 2000
Job Managing Director at Inverness Advisors
Industry Financial Services
Experience
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
Avinash Kant, Ph.D.'s SG Cowen Securities Experience January 2001 - August 2003
Job Venture Partner at Phoenix Venture Partners
Industry Venture Capital & Private Equity
Experience
Phoenix Venture Partners July 2015 - Present
D.A. Davidson & Co. August 2008 - February 2015
Broadpoint Capital 2007 - 2008
Canaccord Adams September 2003 - February 2007
SG Cowen Securities January 2001 - August 2003
Conexant Systems January 1998 - January 2001
Skills
Equities, Materials, Financial Analysis, Semiconductors, Financial Modeling, Solar Energy, Equity Research, Process Simulation, Valuation, Cleantech, Materials Science, Investments, Research, Capital Markets
Education
University of California, Berkeley 1994 — 1997
Ph.D., Materials Science & Engineering
Phoenix Venture Partners July 2015 - Present
D.A. Davidson & Co. August 2008 - February 2015
Broadpoint Capital 2007 - 2008
Canaccord Adams September 2003 - February 2007
SG Cowen Securities January 2001 - August 2003
Conexant Systems January 1998 - January 2001
Skills
Equities, Materials, Financial Analysis, Semiconductors, Financial Modeling, Solar Energy, Equity Research, Process Simulation, Valuation, Cleantech, Materials Science, Investments, Research, Capital Markets
Education
University of California, Berkeley 1994 — 1997
Ph.D., Materials Science & Engineering
Carole A. Kucharski's SG Cowen Securities Experience 1990 - 2002
Job Senior Operations Communications Analyst
Industry Financial Services
Experience
Robert W. Baird & Co. December 2010 - Present
Mesirow Financial September 2004 - July 2010
SG Cowen Securities 1990 - 2002
Cowen and Co. 1989 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1966 — 1979
BS/MBA, Business Education/Marketing
Robert W. Baird & Co. December 2010 - Present
Mesirow Financial September 2004 - July 2010
SG Cowen Securities 1990 - 2002
Cowen and Co. 1989 - 1999
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1966 — 1979
BS/MBA, Business Education/Marketing
Paul Shaum's SG Cowen Securities Experience 1996 - 2001
Job Principal, Commercial Real Estate and Investment Management LLC
Industry Financial Services
Experience
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
Lenard Hood's SG Cowen Securities Experience 1992 - 2001
Job Product Coordinator at Scholastic Book Fairs
Industry Consumer Services
Experience
Scholastic Book Fairs 2011 - Present
FedEx 2003 - 2010
Value Electronices 2003 - 2003
Taylor Hodson 2002 - 2002
SG Cowen Securities 1992 - 2001
Skills
Microsoft Excel, Project Management, Outlook, Leadership, Team Leadership, Process Improvement, Software Development, Project Planning, Negotiation, Microsoft Office, Operations Management, Microsoft Word, Product Development, PowerPoint, Forecasting, Time Management, Management, Program Management, CRM, Risk Management, Change Management, Analysis, Databases, Business Development, System Administration, Customer Service, Troubleshooting, Visio, Data Analysis, Quality Assurance
Education
LaGuardia Community College 1982 — 1984
AAS, Computer Science
Scholastic Book Fairs 2011 - Present
FedEx 2003 - 2010
Value Electronices 2003 - 2003
Taylor Hodson 2002 - 2002
SG Cowen Securities 1992 - 2001
Skills
Microsoft Excel, Project Management, Outlook, Leadership, Team Leadership, Process Improvement, Software Development, Project Planning, Negotiation, Microsoft Office, Operations Management, Microsoft Word, Product Development, PowerPoint, Forecasting, Time Management, Management, Program Management, CRM, Risk Management, Change Management, Analysis, Databases, Business Development, System Administration, Customer Service, Troubleshooting, Visio, Data Analysis, Quality Assurance
Education
LaGuardia Community College 1982 — 1984
AAS, Computer Science
Martha Geraldino's SG Cowen Securities Experience January 1997 - January 2000
Job Finance Administrator
Industry Investment Banking
Experience
UBS INVESTMENT BANK -Wealth Management November 2008 - April 2009
B-TRADE SERVICES/ BANK of NY MELLON January 2000 - January 2008
SG Cowen Securities January 1997 - January 2000
Education
Fordham University
Bachelor's Degree, Psychology
UBS INVESTMENT BANK -Wealth Management November 2008 - April 2009
B-TRADE SERVICES/ BANK of NY MELLON January 2000 - January 2008
SG Cowen Securities January 1997 - January 2000
Education
Fordham University
Bachelor's Degree, Psychology
Christopher Babson's SG Cowen Securities Experience February 2001 - September 2001
Job Corporate Finance Executive
Industry Venture Capital & Private Equity
Experience
Anthem Education Group July 2009 - August 2014
Kaplan Virtual Education June 2008 - April 2009
Online Vacation Center December 2006 - April 2008
NextEra Energy, Inc. June 2002 - September 2005
SG COWEN SECURITIES February 2001 - September 2001
Stephens Inc. June 1998 - February 2001
ENTERGY CORPORATION July 1997 - May 1998
Skills
Budgeting, Financial Modeling, Treasury Management, Venture Capital, Strategic M&A, Forecasting, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Analysis, Executive Management, Private Equity, Management, Financial Planning, Business Planning, Investments, Cash Flow, Financial Reporting, Strategic Planning
Education
University of Notre Dame
M.B.A, Finance
Georgetown University
B.S, Finance; Finance
Anthem Education Group July 2009 - August 2014
Kaplan Virtual Education June 2008 - April 2009
Online Vacation Center December 2006 - April 2008
NextEra Energy, Inc. June 2002 - September 2005
SG COWEN SECURITIES February 2001 - September 2001
Stephens Inc. June 1998 - February 2001
ENTERGY CORPORATION July 1997 - May 1998
Skills
Budgeting, Financial Modeling, Treasury Management, Venture Capital, Strategic M&A, Forecasting, Due Diligence, Finance, Mergers & Acquisitions, Financial Analysis, Strategy, Analysis, Executive Management, Private Equity, Management, Financial Planning, Business Planning, Investments, Cash Flow, Financial Reporting, Strategic Planning
Education
University of Notre Dame
M.B.A, Finance
Georgetown University
B.S, Finance; Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY