Stifel Nicolaus Weisel
Description
Address: 11100 Wayzata Blvd, Minnetonka, MN 55305 Phone: (763) 732-1300: Hours: : : Website: : : Place name: : Category: Website: http://www.stifel.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Stifel Nicolaus & Co Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Stifel Nicolaus Weisel Employees
Employee
Years
Job
Industry
Ramon Suazo Ramon Suazo's Stifel Nicolaus Weisel Experience March 2002 - August 2007
Job Managing Director at BG Strategic Advisors
Industry Investment Banking
Experience
BG Strategic Advisors March 2013 - Present
The Clarendon Group March 2010 - March 2013
Weeden & Co. March 2009 - March 2010
HSBC Securities September 2007 - March 2009
Stifel Nicolaus Weisel March 2002 - August 2007
Lehman Brothers September 2000 - March 2002
Booz Allen Hamilton September 1994 - September 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BA, Political Science
BG Strategic Advisors March 2013 - Present
The Clarendon Group March 2010 - March 2013
Weeden & Co. March 2009 - March 2010
HSBC Securities September 2007 - March 2009
Stifel Nicolaus Weisel March 2002 - August 2007
Lehman Brothers September 2000 - March 2002
Booz Allen Hamilton September 1994 - September 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BA, Political Science
John McGreevy John McGreevy's Stifel Nicolaus Weisel Experience July 2011 - June 2013
Job Director, Finance at Dairy Farmers of America
Industry Financial Services
Experience
Dairy Farmers of America June 2013 - Present
Stifel Nicolaus Weisel July 2011 - June 2013
Dairy Farmers of America June 2010 - August 2010
Skills
Finance, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Investments, Corporate Finance
Education
University of Kansas 2007 — 2011
Bachelor of Science, Finance, Entrepreneurship Concentration
Dairy Farmers of America June 2013 - Present
Stifel Nicolaus Weisel July 2011 - June 2013
Dairy Farmers of America June 2010 - August 2010
Skills
Finance, Financial Modeling, Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Investments, Corporate Finance
Education
University of Kansas 2007 — 2011
Bachelor of Science, Finance, Entrepreneurship Concentration
Huff Millard Huff Millard's Stifel Nicolaus Weisel Experience July 2011 - November 2012
Job Business Development at Bond Street
Industry Internet
Experience
Bond Street August 2015 - Present
Updata Partners November 2012 - July 2015
Stifel Nicolaus Weisel July 2011 - November 2012
Hardesty Capital Management 2009 - 2010
Skills
Valuation, Financial Analysis, Venture Capital, Business Strategy, Investment Banking, Social Media, Microsoft Office, Microsoft Excel, Financial Modeling, Business Development, Strategy, Portfolio Management, Finance, Bloomberg, SEO, comScore, Sourcing, Sales, Teamwork
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
New York University
Bond Street August 2015 - Present
Updata Partners November 2012 - July 2015
Stifel Nicolaus Weisel July 2011 - November 2012
Hardesty Capital Management 2009 - 2010
Skills
Valuation, Financial Analysis, Venture Capital, Business Strategy, Investment Banking, Social Media, Microsoft Office, Microsoft Excel, Financial Modeling, Business Development, Strategy, Portfolio Management, Finance, Bloomberg, SEO, comScore, Sourcing, Sales, Teamwork
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
New York University
Daniel Brown Daniel Brown's Stifel Nicolaus Weisel Experience July 2012 - July 2014
Job Financial Planning & Analysis at Okta, Inc.
Industry Financial Services
Experience
Okta, Inc. June 2015 - Present
Symantec July 2014 - June 2015
Stifel Nicolaus Weisel July 2012 - July 2014
J. Moore Partners LLC June 2011 - August 2011
Education
University of California, Berkeley 2008 — 2012
Loyola High School 2004 — 2008
Okta, Inc. June 2015 - Present
Symantec July 2014 - June 2015
Stifel Nicolaus Weisel July 2012 - July 2014
J. Moore Partners LLC June 2011 - August 2011
Education
University of California, Berkeley 2008 — 2012
Loyola High School 2004 — 2008
Murray Huneke Murray Huneke's Stifel Nicolaus Weisel Experience 2012 - Present
Job Managing Director at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel 2012 - Present
Piper Jaffray 2002 - 2012
Montgomery Securities/ Banc of America Securities 1993 - 2001
Skills
Mergers, Venture Capital, Private Equity, Investment Banking, Equities, Capital Markets, Management
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Economics
Deerfield Academy
Stifel Nicolaus Weisel 2012 - Present
Piper Jaffray 2002 - 2012
Montgomery Securities/ Banc of America Securities 1993 - 2001
Skills
Mergers, Venture Capital, Private Equity, Investment Banking, Equities, Capital Markets, Management
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Economics
Deerfield Academy
Jason Moran Jason Moran's Stifel Nicolaus Weisel Experience 2008 - 2012
Job Managing Director & Group Head Healthcare Life Sciences at KPMG Corporate Finance LLC
Industry Financial Services
Experience
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
Antonina Pazmino Antonina Pazmino's Stifel Nicolaus Weisel Experience July 2012 - December 2012
Job Executive Assistant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company April 2013 - Present
Stifel Nicolaus Weisel July 2012 - December 2012
MasterMind Group 2007 - 2011
MedSave USA July 2006 - February 2007
Skills
Administrative..., Office Management, Travel Arrangements, Spreadsheets, Office Administration, Outlook, Data Entry, Public Speaking, Lotus Notes, Event Planning, Coordination, PowerPoint, Calendaring, System Administration, Confidentiality, Calendars, Diary Management, Expenses, Executive Support, Administrative...
Education
Уссурийский Государственный Педагогический Институт / Ussuriisk State Pedagogical Institute 1993 — 1998
BA, English, 4.0
McKinsey & Company April 2013 - Present
Stifel Nicolaus Weisel July 2012 - December 2012
MasterMind Group 2007 - 2011
MedSave USA July 2006 - February 2007
Skills
Administrative..., Office Management, Travel Arrangements, Spreadsheets, Office Administration, Outlook, Data Entry, Public Speaking, Lotus Notes, Event Planning, Coordination, PowerPoint, Calendaring, System Administration, Confidentiality, Calendars, Diary Management, Expenses, Executive Support, Administrative...
Education
Уссурийский Государственный Педагогический Институт / Ussuriisk State Pedagogical Institute 1993 — 1998
BA, English, 4.0
Alex Vezendan's Stifel Nicolaus Weisel Experience July 2011 - July 2013
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Citadel Investment Group January 2015 - Present
NWQ Investment Mgmt December 2013 - January 2015
ValueAct Capital August 2013 - October 2013
American Refining and Biochemical July 2013 - September 2013
Stifel Nicolaus Weisel July 2011 - July 2013
Skills
Financial Modeling, Equities, Fixed Income, Finance, Investment Banking, Venture Capital, Alternative Investments, Private Equity, Equity Research, Hedge Funds, Corporate Finance, Capital Markets, Financial Analysis, Valuation
Education
University of Kansas
Finance, Accounting
Citadel Investment Group January 2015 - Present
NWQ Investment Mgmt December 2013 - January 2015
ValueAct Capital August 2013 - October 2013
American Refining and Biochemical July 2013 - September 2013
Stifel Nicolaus Weisel July 2011 - July 2013
Skills
Financial Modeling, Equities, Fixed Income, Finance, Investment Banking, Venture Capital, Alternative Investments, Private Equity, Equity Research, Hedge Funds, Corporate Finance, Capital Markets, Financial Analysis, Valuation
Education
University of Kansas
Finance, Accounting
Melissa Chan Melissa Chan's Stifel Nicolaus Weisel Experience October 2010 - Present
Job Investment Banking Associate at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel October 2010 - Present
Cowen and Company July 2010 - October 2010
Skills
Valuation, Investment Banking, Capital Markets, Financial Modeling, Private Equity, Fixed Income, Corporate Finance, Equities, DCF, Due Diligence, Alternative Investments, Venture Capital, Bloomberg, Financial Analysis, Investments
Education
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), Economics and International Relations
Stuyvesant High School 2002 — 2006
Stifel Nicolaus Weisel October 2010 - Present
Cowen and Company July 2010 - October 2010
Skills
Valuation, Investment Banking, Capital Markets, Financial Modeling, Private Equity, Fixed Income, Corporate Finance, Equities, DCF, Due Diligence, Alternative Investments, Venture Capital, Bloomberg, Financial Analysis, Investments
Education
The Johns Hopkins University 2006 — 2010
Bachelor of Arts (B.A.), Economics and International Relations
Stuyvesant High School 2002 — 2006
Shez Bandukwala Shez Bandukwala's Stifel Nicolaus Weisel Experience February 2010 - February 2012
Job
Industry Investment Banking
Experience
KPMG Corporate Finance, LLC May 2012 - Present
ACG Chicago February 2012 - January 2013
Stifel Nicolaus Weisel February 2010 - February 2012
ThinkEquity LLC July 2005 - February 2010
Hilco Trading January 2003 - July 2005
William Blair & Company August 1992 - October 2002
IBM January 1988 - August 1991
Skills
Private Placements, Investment Banking, Equities, IPO, Mergers, Valuation, Cleantech, Renewable Energy, Mergers & Acquisitions, Private Equity, Corporate Development, Entrepreneurship, Venture Capital, Start-ups, Capital Raising, Strategy, Corporate Finance, Analysis, Capital, Investments, Due Diligence, Project Finance, Business Development, Energy, M&A experience, Financial Advisory, LBO, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Glenbard East High School 1979 — 1983
KPMG Corporate Finance, LLC May 2012 - Present
ACG Chicago February 2012 - January 2013
Stifel Nicolaus Weisel February 2010 - February 2012
ThinkEquity LLC July 2005 - February 2010
Hilco Trading January 2003 - July 2005
William Blair & Company August 1992 - October 2002
IBM January 1988 - August 1991
Skills
Private Placements, Investment Banking, Equities, IPO, Mergers, Valuation, Cleantech, Renewable Energy, Mergers & Acquisitions, Private Equity, Corporate Development, Entrepreneurship, Venture Capital, Start-ups, Capital Raising, Strategy, Corporate Finance, Analysis, Capital, Investments, Due Diligence, Project Finance, Business Development, Energy, M&A experience, Financial Advisory, LBO, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Glenbard East High School 1979 — 1983
Anthony Macleod Anthony Macleod's Stifel Nicolaus Weisel Experience July 2009 - July 2010
Job Chief of Staff at American HomePatient
Industry Hospital & Health Care
Experience
American HomePatient June 2014 - Present
Iron Mountain August 2012 - June 2014
The Bigelow Company August 2010 - August 2012
Stifel Nicolaus Weisel July 2009 - July 2010
Stifel Nicolaus Weisel June 2008 - August 2008
The Bigelow Company May 2007 - May 2008
Skills
Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Valuation, Financial Analysis, Strategic Planning, Industry Research, Strategy, Business Analysis, Investment Banking, Strategy Development, Product Management, Go-to-market Strategy, Corporate Finance, Corporate Development, M&A Advisory Services
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
B.S., Finance
Cheverus High School 2001 — 2005
American HomePatient June 2014 - Present
Iron Mountain August 2012 - June 2014
The Bigelow Company August 2010 - August 2012
Stifel Nicolaus Weisel July 2009 - July 2010
Stifel Nicolaus Weisel June 2008 - August 2008
The Bigelow Company May 2007 - May 2008
Skills
Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Valuation, Financial Analysis, Strategic Planning, Industry Research, Strategy, Business Analysis, Investment Banking, Strategy Development, Product Management, Go-to-market Strategy, Corporate Finance, Corporate Development, M&A Advisory Services
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
B.S., Finance
Cheverus High School 2001 — 2005
Gregory Sgammato's Stifel Nicolaus Weisel Experience June 2012 - August 2012
Job Investment Banking Analyst at Lazard
Industry Banking
Experience
Lazard June 2013 - Present
Stifel Nicolaus Weisel June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Middleton Gardiner Group (MgG) January 2011 - May 2011
Johns Hopkins University May 2010 - August 2010
Margaret Brent Elementary Middle School January 2009 - May 2010
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
Master of Arts, International Economics
The Johns Hopkins University 2008 — 2012
Bachelor of Science, Economics; International Studies, 3.9/4.0
Lazard June 2013 - Present
Stifel Nicolaus Weisel June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Middleton Gardiner Group (MgG) January 2011 - May 2011
Johns Hopkins University May 2010 - August 2010
Margaret Brent Elementary Middle School January 2009 - May 2010
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
Master of Arts, International Economics
The Johns Hopkins University 2008 — 2012
Bachelor of Science, Economics; International Studies, 3.9/4.0
Nick Irion Nick Irion's Stifel Nicolaus Weisel Experience July 2009 - July 2011
Job Private Equity Associate at Harren Equity Partners
Industry Venture Capital & Private Equity
Experience
Harren Equity Partners September 2015 - Present
Greenhill & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
Stifel Nicolaus Weisel July 2009 - July 2011
TheStreet.com May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Financial Modeling, Equities, Mergers & Acquisitions, Equity Research
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2005 — 2009
Economics, Finance, and International Business
Harren Equity Partners September 2015 - Present
Greenhill & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
Stifel Nicolaus Weisel July 2009 - July 2011
TheStreet.com May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Financial Modeling, Equities, Mergers & Acquisitions, Equity Research
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2005 — 2009
Economics, Finance, and International Business
Kyle Bransfield Kyle Bransfield's Stifel Nicolaus Weisel Experience June 2006 - August 2008
Job Principal at Atlantic Pacific Capital
Industry Capital Markets
Experience
Atlantic Pacific Capital March 2015 - Present
Sagent Advisors July 2014 - February 2015
CS Capital Partners / Catenary Group February 2009 - July 2014
Preferred Unlimited September 2008 - January 2009
Stifel Nicolaus Weisel June 2006 - August 2008
FOCUS LLC 2005 - 2006
Skills
Financial Modeling, Financial Analysis, LBO, Private Equity, Valuation, Due Diligence, Investment Banking, Portfolio Management, Venture Capital, Investments, Corporate Finance, Capital Markets, Corporate Development, Equities, Alternative Investments, Mergers & Acquisitions, Business Valuation, Asset Management
Education
American University - Kogod School of Business 2002 — 2006
Finance, Economics
St. John's Prep
Atlantic Pacific Capital March 2015 - Present
Sagent Advisors July 2014 - February 2015
CS Capital Partners / Catenary Group February 2009 - July 2014
Preferred Unlimited September 2008 - January 2009
Stifel Nicolaus Weisel June 2006 - August 2008
FOCUS LLC 2005 - 2006
Skills
Financial Modeling, Financial Analysis, LBO, Private Equity, Valuation, Due Diligence, Investment Banking, Portfolio Management, Venture Capital, Investments, Corporate Finance, Capital Markets, Corporate Development, Equities, Alternative Investments, Mergers & Acquisitions, Business Valuation, Asset Management
Education
American University - Kogod School of Business 2002 — 2006
Finance, Economics
St. John's Prep
Victor Chen's Stifel Nicolaus Weisel Experience May 2011 - July 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Euclid Inc. February 2013 - June 2013
KKR February 2013 - June 2013
Goldman Sachs May 2012 - August 2012
Stifel Nicolaus Weisel May 2011 - July 2011
Skills
Investment Banking, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Equities, Analytics, Capital IQ, Investments, Due Diligence, Finance, Economics, Mergers & Acquisitions, Bloomberg
Education
UC Berkeley 2009 — 2012
Bachelor of Arts (B.A.), Economics
Mission San Jose High School 2005 — 2009
Goldman Sachs July 2013 - Present
Euclid Inc. February 2013 - June 2013
KKR February 2013 - June 2013
Goldman Sachs May 2012 - August 2012
Stifel Nicolaus Weisel May 2011 - July 2011
Skills
Investment Banking, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Equities, Analytics, Capital IQ, Investments, Due Diligence, Finance, Economics, Mergers & Acquisitions, Bloomberg
Education
UC Berkeley 2009 — 2012
Bachelor of Arts (B.A.), Economics
Mission San Jose High School 2005 — 2009
Christopher College Christopher College's Stifel Nicolaus Weisel Experience June 1999 - December 2012
Job Managing Partner at TCP Venture Capital
Industry Venture Capital & Private Equity
Experience
TCP Venture Capital January 2013 - Present
Stifel Nicolaus Weisel June 1999 - December 2012
Robert W. Baird & Co. 1992 - 1997
Citi 1989 - 1992
Skills
Equities, Alternative Investments, Capital Markets, Series 7 & 63, Hedge Funds, Investment Banking, Business Model Analysis, Capital Structure Design, Presentation Design, Negotiation, Business Valuation, Private Equity, Mergers & Acquisitions, Business Modeling, Valuation, Investor Relations, Financial Modeling, Venture Investing, Investor Relationship, Management Coaching, Financial..., Excellent Written &..., Presentation Delivery, Board/Investor..., Public Company..., Venture Capital, LBO, Structured Finance, Capital Raising, Capital, Equity Capital Markets, Strategy, Private Placements, Finance, Series 7, Due Diligence, Corporate Development, M&A experience
Education
Emory University - Goizueta Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Northwestern University 1985 — 1989
Bachelor of Arts (BA), Economics
TCP Venture Capital January 2013 - Present
Stifel Nicolaus Weisel June 1999 - December 2012
Robert W. Baird & Co. 1992 - 1997
Citi 1989 - 1992
Skills
Equities, Alternative Investments, Capital Markets, Series 7 & 63, Hedge Funds, Investment Banking, Business Model Analysis, Capital Structure Design, Presentation Design, Negotiation, Business Valuation, Private Equity, Mergers & Acquisitions, Business Modeling, Valuation, Investor Relations, Financial Modeling, Venture Investing, Investor Relationship, Management Coaching, Financial..., Excellent Written &..., Presentation Delivery, Board/Investor..., Public Company..., Venture Capital, LBO, Structured Finance, Capital Raising, Capital, Equity Capital Markets, Strategy, Private Placements, Finance, Series 7, Due Diligence, Corporate Development, M&A experience
Education
Emory University - Goizueta Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Northwestern University 1985 — 1989
Bachelor of Arts (BA), Economics
Calvin Xu Calvin Xu's Stifel Nicolaus Weisel Experience June 2012 - August 2012
Job Corporate Finance at Twitter
Industry Internet
Experience
Twitter June 2015 - Present
Perella Weinberg Partners July 2013 - June 2015
Stifel Nicolaus Weisel June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Capital IQ, Financial Modeling, Business Modeling, Bloomberg, Corporate Finance, Economics, Financial Analysis, Valuation
Education
University of California, Berkeley 2009 — 2013
B.A., Economics
Twitter June 2015 - Present
Perella Weinberg Partners July 2013 - June 2015
Stifel Nicolaus Weisel June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Capital IQ, Financial Modeling, Business Modeling, Bloomberg, Corporate Finance, Economics, Financial Analysis, Valuation
Education
University of California, Berkeley 2009 — 2013
B.A., Economics
Kurt Wassmer Kurt Wassmer's Stifel Nicolaus Weisel Experience July 2007 - July 2010
Job Investment Banking Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
St. Charles Capital April 2012 - July 2013
Lazard June 2011 - August 2011
Stifel Nicolaus Weisel July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Boeing May 2005 - May 2006
AXA Advisors February 2005 - May 2005
Skills
Series 63, Series 79
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Finance, Private Equity and Venture Capital
Saint Louis University 2003 — 2007
BSBA, Finance and Accounting
Deutsche Bank August 2013 - Present
St. Charles Capital April 2012 - July 2013
Lazard June 2011 - August 2011
Stifel Nicolaus Weisel July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Boeing May 2005 - May 2006
AXA Advisors February 2005 - May 2005
Skills
Series 63, Series 79
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Finance, Private Equity and Venture Capital
Saint Louis University 2003 — 2007
BSBA, Finance and Accounting
Sven Beer Sven Beer's Stifel Nicolaus Weisel Experience June 2014 - August 2014
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. July 2015 - Present
Stifel Nicolaus Weisel June 2014 - August 2014
Merrill Lynch September 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - January 2014
Kathleen Russell Consulting May 2012 - July 2012
Skills
Wealth Management, VBA, Microsoft Excel, PowerPoint, SQL, Financial Modeling, Microsoft Word, Access Database, Access, Emergency Medical..., CPR Certified
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance and Operations Information Management
University of Oxford, Trinity College 2013 — 2013
Study Abroad, Finance
The Branson School 2007 — 2011
High School Diploma
Stifel Financial Corp. July 2015 - Present
Stifel Nicolaus Weisel June 2014 - August 2014
Merrill Lynch September 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - January 2014
Kathleen Russell Consulting May 2012 - July 2012
Skills
Wealth Management, VBA, Microsoft Excel, PowerPoint, SQL, Financial Modeling, Microsoft Word, Access Database, Access, Emergency Medical..., CPR Certified
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance and Operations Information Management
University of Oxford, Trinity College 2013 — 2013
Study Abroad, Finance
The Branson School 2007 — 2011
High School Diploma
Francis Gallagher Francis Gallagher's Stifel Nicolaus Weisel Experience December 2005 - May 2011
Job Managing Partner at Charlesmead Advisors, LLC
Industry Financial Services
Experience
Charlesmead Advisors, LLC May 2011 - Present
Stifel Nicolaus Weisel December 2005 - May 2011
Legg Mason May 1997 - November 2005
Legg Mason Wood Walker, Inc. 1997 - 2005
Venable LLP 1993 - 1997
Pillsbury Winthrop Shaw Pittman 1991 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Private Placements, Management, Executive Management, Strategic Planning, Start-ups, Mergers, Valuation, Strategy, Investments, Entrepreneurship, Investment Banking, Finance, Portfolio Management, LBO, Asset Management, Investor Relations, Business Development, Contract Negotiation, Strategic Partnerships, Financial Analysis, Private Equity, M&A experience, Business Valuation, Capital Markets
Education
New York University 1985 — 1986
Georgetown University Law Center 1983 — 1986
Doctor of Law (J.D.)
Georgetown University 1977 — 1981
Bachelor of Arts (B.A.), History
Charlesmead Advisors, LLC May 2011 - Present
Stifel Nicolaus Weisel December 2005 - May 2011
Legg Mason May 1997 - November 2005
Legg Mason Wood Walker, Inc. 1997 - 2005
Venable LLP 1993 - 1997
Pillsbury Winthrop Shaw Pittman 1991 - 1993
Skills
Mergers & Acquisitions, Venture Capital, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Private Placements, Management, Executive Management, Strategic Planning, Start-ups, Mergers, Valuation, Strategy, Investments, Entrepreneurship, Investment Banking, Finance, Portfolio Management, LBO, Asset Management, Investor Relations, Business Development, Contract Negotiation, Strategic Partnerships, Financial Analysis, Private Equity, M&A experience, Business Valuation, Capital Markets
Education
New York University 1985 — 1986
Georgetown University Law Center 1983 — 1986
Doctor of Law (J.D.)
Georgetown University 1977 — 1981
Bachelor of Arts (B.A.), History
Ian Whear Ian Whear's Stifel Nicolaus Weisel Experience July 2011 - June 2013
Job Strategic Finance & Analytics at Shutterstock
Industry Internet
Experience
Shutterstock August 2015 - Present
Great Hill Partners August 2013 - July 2015
Stifel Nicolaus Weisel July 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Brook Venture Partners November 2009 - January 2010
Education
University of Massachusetts, Amherst 2007 — 2011
BBA, Finance / Economics
Hamilton Wenham Regional High School 2003 — 2007
Diploma, General
Shutterstock August 2015 - Present
Great Hill Partners August 2013 - July 2015
Stifel Nicolaus Weisel July 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Brook Venture Partners November 2009 - January 2010
Education
University of Massachusetts, Amherst 2007 — 2011
BBA, Finance / Economics
Hamilton Wenham Regional High School 2003 — 2007
Diploma, General
David W. Hass David W. Hass's Stifel Nicolaus Weisel Experience February 2011 - June 2011
Job Vice President of Strategy and Financial Planning & Analysis at Primo Water Corporation
Industry Consumer Goods
Experience
Primo Water Corporation January 2013 - Present
Primo Water Corporation June 2011 - December 2012
Stifel Nicolaus Weisel February 2011 - June 2011
Stifel Nicolaus Weisel June 2010 - February 2011
Thomas Weisel Partners (Acquired) July 2007 - June 2010
Lone Wolf Investments June 2004 - June 2005
Accenture July 2003 - June 2004
Accenture July 2001 - June 2003
Skills
Financial Modeling, Mergers, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Private Equity, Investment Banking, Corporate Development, Capital Markets, Business Valuation, Forecasting, Strategic Financial..., Financial Reporting, Finance, Equities, Portfolio Management, Investments, IPO, Business Strategy, Investor Relations, Bloomberg, Mergers & Acquisitions, Analysis
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA (Full-Time Program), Finance
Northern Illinois University - College of Business 1999 — 2001
B.S., Finance
Primo Water Corporation January 2013 - Present
Primo Water Corporation June 2011 - December 2012
Stifel Nicolaus Weisel February 2011 - June 2011
Stifel Nicolaus Weisel June 2010 - February 2011
Thomas Weisel Partners (Acquired) July 2007 - June 2010
Lone Wolf Investments June 2004 - June 2005
Accenture July 2003 - June 2004
Accenture July 2001 - June 2003
Skills
Financial Modeling, Mergers, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Private Equity, Investment Banking, Corporate Development, Capital Markets, Business Valuation, Forecasting, Strategic Financial..., Financial Reporting, Finance, Equities, Portfolio Management, Investments, IPO, Business Strategy, Investor Relations, Bloomberg, Mergers & Acquisitions, Analysis
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA (Full-Time Program), Finance
Northern Illinois University - College of Business 1999 — 2001
B.S., Finance
Kaycee Shoemaker, CPA Kaycee Shoemaker, CPA's Stifel Nicolaus Weisel Experience July 2008 - December 2010
Job Financial Analyst at TD Bank
Industry Investment Banking
Experience
TD Bank Group July 2011 - Present
Stifel Nicolaus Weisel July 2008 - December 2010
Stifel Nicolaus July 2008 - August 2008
Ernst & Young August 2003 - June 2006
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
Wake Forest University 1998 — 2003
MS, BS, Accounting, Analytical Finance
TD Bank Group July 2011 - Present
Stifel Nicolaus Weisel July 2008 - December 2010
Stifel Nicolaus July 2008 - August 2008
Ernst & Young August 2003 - June 2006
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Finance
Wake Forest University 1998 — 2003
MS, BS, Accounting, Analytical Finance
Frank Song Frank Song's Stifel Nicolaus Weisel Experience 2010 - 2012
Job Entrepreneur / Private Equity Investor
Industry Computer Software
Experience
Modern Career Advice 2013 - Present
Accel-KKR 2012 - 2013
Stifel Nicolaus Weisel 2010 - 2012
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Mergers, Corporate Finance, Asset Managment, Real Estate, Equities, Venture Capital, Portfolio Management, Finance, Economics, Entrepreneurship, LBO, Asset Management, Corporate Development
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Modern Career Advice 2013 - Present
Accel-KKR 2012 - 2013
Stifel Nicolaus Weisel 2010 - 2012
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Mergers, Corporate Finance, Asset Managment, Real Estate, Equities, Venture Capital, Portfolio Management, Finance, Economics, Entrepreneurship, LBO, Asset Management, Corporate Development
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Bryan Schnugg Bryan Schnugg's Stifel Nicolaus Weisel Experience May 2011 - July 2011
Job Experienced Business Intelligence Professional
Industry Wine and Spirits
Experience
Moët Hennessy USA March 2015 - Present
The Olympic Club Foundation November 2013 - Present
Southern Wine & Spirits July 2014 - March 2015
Southern Wine & Spirits July 2012 - July 2014
UC Berkeley Varsity Water Polo August 2007 - December 2011
Stifel Nicolaus Weisel May 2011 - July 2011
BTIG May 2008 - July 2008
Skills
Data Analysis, Business Intelligence, Market Research, PowerPoint, Competitive Analysis, Training, Public Speaking, Microsoft Excel, Community Outreach, Leadership, Market Analysis, Marketing, Social Media, Tableau, Information Design, Nielsen Nitro, Business Objects, Business Analysis, Report Writing, Reporting & Analysis, Alcoholic Beverages, Wine & Spirits Industry, Microsoft Word, Nielsen Data, Team Leadership, Philanthropy, Fundraising, Microsoft Office, Strategic Planning, Corporate Strategy..., Data Visualization, Employee Training, IRI
Education
University of California, Berkeley 2007 — 2011
BA, Globalization and Consumer Behavior
Moët Hennessy USA March 2015 - Present
The Olympic Club Foundation November 2013 - Present
Southern Wine & Spirits July 2014 - March 2015
Southern Wine & Spirits July 2012 - July 2014
UC Berkeley Varsity Water Polo August 2007 - December 2011
Stifel Nicolaus Weisel May 2011 - July 2011
BTIG May 2008 - July 2008
Skills
Data Analysis, Business Intelligence, Market Research, PowerPoint, Competitive Analysis, Training, Public Speaking, Microsoft Excel, Community Outreach, Leadership, Market Analysis, Marketing, Social Media, Tableau, Information Design, Nielsen Nitro, Business Objects, Business Analysis, Report Writing, Reporting & Analysis, Alcoholic Beverages, Wine & Spirits Industry, Microsoft Word, Nielsen Data, Team Leadership, Philanthropy, Fundraising, Microsoft Office, Strategic Planning, Corporate Strategy..., Data Visualization, Employee Training, IRI
Education
University of California, Berkeley 2007 — 2011
BA, Globalization and Consumer Behavior
N. Anthony Nemoto's Stifel Nicolaus Weisel Experience February 2013 - July 2013
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Deutsche Bank July 2010 - December 2014
Stifel Nicolaus Weisel February 2013 - July 2013
Deloitte November 2005 - June 2008
Accenture January 2004 - November 2005
Skills
Financial Modeling, Valuation, DCF, LBO, M&A experience, Deal Structuring, Capital Structure, Strategic Analysis, Competitive Analysis, Organizational Change, Excel, Mergers, IPO, Leveraged Finance, Underwriting, Accretion/dilution, SOTP, Comparable Analysis, Payments, Mergers & Acquisitions, Investments, Hedge Funds, Analysis, Corporate Finance, Trading, Capital Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
London Business School 2010 — 2010
MBA, International Exchange Program (IEP2010)
Cornell University 1999 — 2003
BS, Computer Science
Roslyn High School 1995 — 1999
High school diploma
Credit Suisse January 2015 - Present
Deutsche Bank July 2010 - December 2014
Stifel Nicolaus Weisel February 2013 - July 2013
Deloitte November 2005 - June 2008
Accenture January 2004 - November 2005
Skills
Financial Modeling, Valuation, DCF, LBO, M&A experience, Deal Structuring, Capital Structure, Strategic Analysis, Competitive Analysis, Organizational Change, Excel, Mergers, IPO, Leveraged Finance, Underwriting, Accretion/dilution, SOTP, Comparable Analysis, Payments, Mergers & Acquisitions, Investments, Hedge Funds, Analysis, Corporate Finance, Trading, Capital Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
London Business School 2010 — 2010
MBA, International Exchange Program (IEP2010)
Cornell University 1999 — 2003
BS, Computer Science
Roslyn High School 1995 — 1999
High school diploma
Cole Bader's Stifel Nicolaus Weisel Experience July 2010 - Present
Job Managing Director, CoHead of Mergers & Acquisitions at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel July 2010 - Present
Thomas Weisel Partners January 2002 - July 2010
Morgan Stanley August 1992 - January 2002
Deutscher Bundestag September 1991 - August 1992
Skills
Investment Banking, Mergers & Acquisitions, M&A experience, Private Equity, Equities, Valuation, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, Financial Modeling, Corporate Finance, Due Diligence, LBO, Securities, Mergers
Education
Princeton University 1987 — 1991
A.B., Politics
The University of Bonn 1991 — 1992
Political Economy, International Relations
Stifel Nicolaus Weisel July 2010 - Present
Thomas Weisel Partners January 2002 - July 2010
Morgan Stanley August 1992 - January 2002
Deutscher Bundestag September 1991 - August 1992
Skills
Investment Banking, Mergers & Acquisitions, M&A experience, Private Equity, Equities, Valuation, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, Financial Modeling, Corporate Finance, Due Diligence, LBO, Securities, Mergers
Education
Princeton University 1987 — 1991
A.B., Politics
The University of Bonn 1991 — 1992
Political Economy, International Relations
Dan Covatta's Stifel Nicolaus Weisel Experience June 2007 - Present
Job Managing Director at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus Weisel June 2007 - Present
UBS Securities LLC 2002 - 2007
Education
Duke University
Stifel Nicolaus Weisel June 2007 - Present
UBS Securities LLC 2002 - 2007
Education
Duke University
Eugene Peysakh's Stifel Nicolaus Weisel Experience February 2010 - February 2012
Job
Industry Financial Services
Experience
Northwestern Mutual December 2013 - Present
Traxis Partners May 2013 - November 2013
Traxis Partners September 2012 - November 2012
Stifel Nicolaus Weisel February 2010 - February 2012
Sivik Global Healthcare April 2007 - December 2008
Cowen and Company December 2003 - June 2006
Bates May 2001 - August 2002
MarketingInfo.com July 2000 - February 2001
Education
University of Virginia 1996 — 2000
BS Commerce
Pace University - Lubin School of Business 2013 — 2016
Master's Degree
John Jay High School
Fox Lane Middle School
Northwestern Mutual December 2013 - Present
Traxis Partners May 2013 - November 2013
Traxis Partners September 2012 - November 2012
Stifel Nicolaus Weisel February 2010 - February 2012
Sivik Global Healthcare April 2007 - December 2008
Cowen and Company December 2003 - June 2006
Bates May 2001 - August 2002
MarketingInfo.com July 2000 - February 2001
Education
University of Virginia 1996 — 2000
BS Commerce
Pace University - Lubin School of Business 2013 — 2016
Master's Degree
John Jay High School
Fox Lane Middle School
Tyler Redlitz's Stifel Nicolaus Weisel Experience February 2010 - May 2011
Job San Francisco 49ers
Industry Sports
Experience
San Francisco 49ers January 2015 - Present
Twitter March 2011 - January 2015
Stifel Nicolaus Weisel February 2010 - May 2011
The National Investor September 2008 - September 2009
JDA Software 2009 - 2009
Redwood Trust June 2007 - September 2007
University of Michigan August 2004 - January 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investment Banking, Economics, Capital Markets, Due Diligence, Data Analysis, Mergers
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, Accounting and Finance
University of Michigan 2003 — 2007
BA, Economics
San Francisco 49ers January 2015 - Present
Twitter March 2011 - January 2015
Stifel Nicolaus Weisel February 2010 - May 2011
The National Investor September 2008 - September 2009
JDA Software 2009 - 2009
Redwood Trust June 2007 - September 2007
University of Michigan August 2004 - January 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investment Banking, Economics, Capital Markets, Due Diligence, Data Analysis, Mergers
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2007 — 2008
MSc, Accounting and Finance
University of Michigan 2003 — 2007
BA, Economics
Dick Himelfarb's Stifel Nicolaus Weisel Experience July 2009 - Present
Job Chairman, Investment Banking at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel Nicolaus Weisel July 2009 - Present
Stifel Nicolaus & Company, Inc. December 2005 - Present
Legg Mason, Inc. 1983 - 2005
Saul Ewing LLP (formerly Weinberg and Green) 1967 - 1983
Skills
Capital Markets, Investments, Mergers & Acquisitions, Valuation, Investment Banking, Mergers, Equities, Alternative Investments, Private Equity, Financial Services, Corporate Finance, Financial Modeling, Portfolio Management, Hedge Funds, Series 7, Due Diligence, Asset Management
Education
Yale Law School 1962 — 1965
JD
The Johns Hopkins University 1957 — 1962
Stifel Nicolaus Weisel July 2009 - Present
Stifel Nicolaus & Company, Inc. December 2005 - Present
Legg Mason, Inc. 1983 - 2005
Saul Ewing LLP (formerly Weinberg and Green) 1967 - 1983
Skills
Capital Markets, Investments, Mergers & Acquisitions, Valuation, Investment Banking, Mergers, Equities, Alternative Investments, Private Equity, Financial Services, Corporate Finance, Financial Modeling, Portfolio Management, Hedge Funds, Series 7, Due Diligence, Asset Management
Education
Yale Law School 1962 — 1965
JD
The Johns Hopkins University 1957 — 1962
Chen Xue's Stifel Nicolaus Weisel Experience July 2010 - March 2013
Job Vice President, Investment Banking at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. April 2013 - Present
Stifel Nicolaus Weisel July 2010 - March 2013
Thomas Weisel Partners July 2009 - June 2010
Thomas Weisel Partners July 2006 - June 2009
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity, LBO, Capital Markets, Equity Research, M&A experience, Venture Capital
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics
Stifel Financial Corp. April 2013 - Present
Stifel Nicolaus Weisel July 2010 - March 2013
Thomas Weisel Partners July 2009 - June 2010
Thomas Weisel Partners July 2006 - June 2009
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Private Equity, LBO, Capital Markets, Equity Research, M&A experience, Venture Capital
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics
Michael F Barry's Stifel Nicolaus Weisel Experience September 2009 - February 2013
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Sterne Agee February 2013 - May 2015
Stifel Nicolaus Weisel September 2009 - February 2013
Merrill Lynch October 2007 - January 2009
Skills
Investments, Equities, Capital Markets, Banking, Fixed Income, Private Equity, Financial Analysis, Due Diligence, Hedge Funds, Mergers & Acquisitions, Investment Banking, Management, Series 7, Financial Modeling, Capital Structure, Valuation, Financial Services, Structured Finance, Portfolio Management, Structured Products, Equity Research, Series 63, Derivatives, Investment Strategies, Corporate Finance, Alternative Investments, Asset Management, Venture Capital, Financial Markets, Securities, Strategic Financial..., Bonds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA with Distinction, Finance
Princeton University 1978 — 1982
AB Summa Cum Laude, Politics, Polical Economy Program
Piper Jaffray May 2015 - Present
Sterne Agee February 2013 - May 2015
Stifel Nicolaus Weisel September 2009 - February 2013
Merrill Lynch October 2007 - January 2009
Skills
Investments, Equities, Capital Markets, Banking, Fixed Income, Private Equity, Financial Analysis, Due Diligence, Hedge Funds, Mergers & Acquisitions, Investment Banking, Management, Series 7, Financial Modeling, Capital Structure, Valuation, Financial Services, Structured Finance, Portfolio Management, Structured Products, Equity Research, Series 63, Derivatives, Investment Strategies, Corporate Finance, Alternative Investments, Asset Management, Venture Capital, Financial Markets, Securities, Strategic Financial..., Bonds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA with Distinction, Finance
Princeton University 1978 — 1982
AB Summa Cum Laude, Politics, Polical Economy Program
Keith M Sipes's Stifel Nicolaus Weisel Experience March 2010 - March 2013
Job Head of Global Media, Telecom & Technology Investment Banking
Industry Investment Banking
Experience
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
Gordon O'Brien's Stifel Nicolaus Weisel Experience July 2010 - July 2012
Job Associate at MUFG
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Seabury Group November 2012 - October 2014
Stifel Nicolaus Weisel July 2010 - July 2012
Accenture June 2009 - August 2009
Education
University of Richmond 2006 — 2010
BSBA, Business Administration: Finance, Accounting Concentrations
Bronxville
Bank of Tokyo-Mitsubishi UFJ October 2014 - Present
Seabury Group November 2012 - October 2014
Stifel Nicolaus Weisel July 2010 - July 2012
Accenture June 2009 - August 2009
Education
University of Richmond 2006 — 2010
BSBA, Business Administration: Finance, Accounting Concentrations
Bronxville
Jeffrey Jackson's Stifel Nicolaus Weisel Experience 2011 - 2013
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Cerana Import Pvt Ltd 2014 - Present
Evercore April 2013 - Present
Stifel Nicolaus Weisel 2011 - 2013
Intercontinental Real Estate Corporation 2006 - 2009
Samuels & Associates 2004 - 2006
Citi 2002 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Investment Banking, DCF, LBO, Strategy, Acquisitions, Venture Capital, Real Estate, Corporate Finance, Finance, Disposition, Mergers & Acquisitions, Investment Properties, Investments, Dispositions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, General Managment, Finance
Hampton University 1998 — 2002
B.S., Finance
The Park School
Cerana Import Pvt Ltd 2014 - Present
Evercore April 2013 - Present
Stifel Nicolaus Weisel 2011 - 2013
Intercontinental Real Estate Corporation 2006 - 2009
Samuels & Associates 2004 - 2006
Citi 2002 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Investment Banking, DCF, LBO, Strategy, Acquisitions, Venture Capital, Real Estate, Corporate Finance, Finance, Disposition, Mergers & Acquisitions, Investment Properties, Investments, Dispositions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, General Managment, Finance
Hampton University 1998 — 2002
B.S., Finance
The Park School
Peter Reikes's Stifel Nicolaus Weisel Experience November 2010 - Present
Job Vice Chairman at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel November 2010 - Present
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of California, Los Angeles 1978 — 1982
ba, political science
Stifel Nicolaus Weisel November 2010 - Present
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of California, Los Angeles 1978 — 1982
ba, political science
John Orem's Stifel Nicolaus Weisel Experience March 2012 - Present
Job Managing Director at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel March 2012 - Present
Miller Buckfire November 2008 - March 2012
Morgan Stanley May 1987 - March 2008
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Valuation, Fixed Income, Mergers, Corporate Finance, Hedge Funds, Derivatives, Financial Modeling, Investments
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Business Administration and Management, General
Lehigh University 1979 — 1983
Bachelor of Science (BS), Civil Engineering
Stifel Nicolaus Weisel March 2012 - Present
Miller Buckfire November 2008 - March 2012
Morgan Stanley May 1987 - March 2008
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Valuation, Fixed Income, Mergers, Corporate Finance, Hedge Funds, Derivatives, Financial Modeling, Investments
Education
Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Business Administration and Management, General
Lehigh University 1979 — 1983
Bachelor of Science (BS), Civil Engineering