Sterne Agee CRT
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Sterne Agee CRT Employees
Sterne Agee CRT August 2015 - Present
Evercore ISI August 2011 - May 2015
Caris & Company January 2009 - July 2011
Brompton Cross Capital January 2006 - December 2008
Fulcrum Global Partners January 2002 - December 2005
ABN Amro/ING Barings/Furman Selz 1997 - 2001
Skills
Equity Valuation, Equities, Investment Banking, Equity Research, Valuation, Hedge Funds, Asset Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Alternative Investments
Education
Ivey Business School at Western University 1991 — 1993
MBA, Economics
Sterne Agee CRT July 2015 - Present
Pacific Crest Securities October 2012 - July 2015
Williams Capital Advisors, LLC June 2011 - July 2012
Alvarez & Marsal December 2010 - March 2011
Illinois Business Consulting September 2010 - December 2010
Trinity Wealth Advisor, L.L.C. May 2009 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Capital IQ, Financial Modeling, Firm Valuation, Cash Flow Forecasting, Industry Research, Equity Research, DCF, Capital Markets, Crystal Ball, Investments, Mergers & Acquisitions, Valuation, Investment Banking, Due Diligence
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
BSBA, Finance, International Finance
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science, Finance
Sterne Agee CRT April 2015 - Present
Sterne Agee October 2014 - April 2015
Sterne Agee October 2013 - October 2014
O'Neil and Associates 2012 - 2012
J.P. Morgan May 2010 - September 2010
Skills
Microsoft Office, E-Trade Competent, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Sales, Entrepreneurship, Equities, Trading, Outlook
Education
University of Miami - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Cold Spring Harbor High School 2005 — 2009
Advanced Regents Diploma
Sterne Agee CRT July 2015 - Present
Sidoti & Company, LLC January 2014 - July 2015
dealReporter August 2011 - January 2014
North Capital, Inc. January 2011 - July 2011
Ripple Response August 2008 - June 2009
Skills
Equities, Financial Statement..., Financial Modeling, Valuation, Mergers & Acquisitions, Portfolio Management, Investments, Analysis, Entrepreneurship, Equity Research, Corporate Finance, Financial Analysis, Finance, Bloomberg, Asset Management, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master's Degree, Finance
University of Arizona 2006 — 2009
Bachelor of Science, Business Administration; Finance and Entrepreneurship
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
Sterne Agee CRT April 2013 - Present
Jefferies & Company October 2006 - March 2013
Banc of Amercia Securities 2003 - 2006
JPMorgan Chase 2000 - 2003
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Sociology and Anthropology
Sterne Agee CRT June 2014 - Present
Louis Vuitton March 2012 - March 2013
M Squared Asset Management 2012 - 2013
Unicom Capital June 2007 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Bloomberg, Equity Research, Equity Trading, Finance, Equities
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Sterne Agee CRT May 2015 - Present
Sterne Agee June 2014 - May 2015
Vanguard November 2013 - June 2014
Vanguard June 2013 - November 2013
TD May 2012 - August 2012
Salusubury World Refugee Charity September 2011 - December 2011
Federal Reserve Bank of Philadelphia June 2011 - August 2011
Villanova University January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Bloomberg, PowerPoint, SharePoint, Management, Investments, Investment Research, Analysis, Valuation, Social Media, Financial Analysis, Equities, Financial Modeling, Research
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance
City University (GB) 2011 — 2011
Study Abroad - Finance
Sterne Agee CRT June 2007 - Present
FTN Midwest Securities 2006 - 2007
FTN Financial 2006 - 2007
The Sports Authority June 2000 - February 2003
Champs Sports 1998 - 2000
Bloomingdales 1990 - 1996
Macy's West 1985 - 1990
Charivari-Shop 1982 - 1985
Charivari-Shop 1982 - 1985
Skills
Analysis
Education
Pitzer College 1983 — 1985
Bachelor's degree, political studies
Washington University in St. Louis 1979 — 1983
history
Fieldston 1976 — 1979
high school
city and country 1970 — 1973
Sterne Agee CRT June 2015 - Present
BTIG, LLC September 2013 - June 2015
LL Capital Asset Management 2013 - 2013
Weiss Multi-Strategy Associates 2008 - 2012
Banc of America Securities 2000 - 2008
Lehman Brothers 1999 - 1999
Columbia Capital Corporation 1995 - 1998
Skills
Equities, Due Diligence, Capital Markets, Financial Modeling, Investment Banking, Valuation, Bloomberg, Portfolio Management, Hedge Funds, Investments, Asset Management, Equity Research, Financial Analysis, Corporate Finance, Private Equity, Bonds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Virginia 1995 — 1998
Creative Writing
Duke University 1991 — 1995
B.A., English
Quince Orchard HS
Sterne Agee CRT May 2015 - Present
OpenExchange, Inc. June 2014 - Present
Barclays Capital June 2012 - May 2014
Goldman Sachs September 2006 - March 2012
Skills
Valuation, Financial Modeling, Fixed Income, Bloomberg, Equities, Alternative Investments, Marketing
Education
Arizona State University
Walter Cronkite School of Journalism
Sterne Agee CRT September 2011 - Present
Jefferies & Company June 2008 - July 2011
Bear Stearns 1998 - 2008
Education
University of Notre Dame
BBA, Finance
Sterne Agee CRT April 2015 - Present
Sterne Agee January 2013 - April 2015
ThinkEquity LLC January 2010 - October 2012
Sophis November 2008 - December 2009
MSCI BARRA May 2006 - November 2008
FIRST ALBANY CAPITAL November 2003 - May 2006
Skills
Hedge Funds, Industry Analysis, Asset Management, Portfolio Management, Risk Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Franklin & Marshall College 1985 — 1989
BA, Economics