Summer Street Research Partners
Industry: Company
DescriptionFounded: 2002 Parent organization: Northland Securities, Inc Subsidiaries: Alere Financial Partners LLC, Summer Street Research Partners, Asset Management Arm
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Summer Street Research Partners Employees
Employee
Years
Job
Industry
Clark Leger Clark Leger's Summer Street Research Partners Experience August 2011 - May 2013
Job Research Associate at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital June 2013 - Present
Summer Street Research Partners August 2011 - May 2013
Skills
Series 7, Microsoft Office, Equities, Securities, PowerPoint, Financial Analysis, French, Investments, Research, Series 63, Creole, Factset, Bloomberg, Investment Banking, Microsoft Excel, Portfolio Management, Institutional..., Hedge Funds, Fixed Income, Financial Modeling, Equity Trading, Emerging Markets, Equity Research, ETFs, Due Diligence
Education
Stonehill College
Bachelor, Neuroscience
Magnetar Capital June 2013 - Present
Summer Street Research Partners August 2011 - May 2013
Skills
Series 7, Microsoft Office, Equities, Securities, PowerPoint, Financial Analysis, French, Investments, Research, Series 63, Creole, Factset, Bloomberg, Investment Banking, Microsoft Excel, Portfolio Management, Institutional..., Hedge Funds, Fixed Income, Financial Modeling, Equity Trading, Emerging Markets, Equity Research, ETFs, Due Diligence
Education
Stonehill College
Bachelor, Neuroscience
Matthew Hoyle Matthew Hoyle's Summer Street Research Partners Experience June 2011 - August 2011
Job Associate Global Portfolio Trading at Citi
Industry Financial Services
Experience
Citigroup August 2015 - Present
Citigroup July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Summer Street Research Partners June 2011 - August 2011
Guelph Storm - OHL September 2009 - February 2010
Skills
Bloomberg, Trading, Equities, Fixed Income, Alternative Investments, Series 63, Capital Markets, Series 7, Series 55
Education
Harvard University 2008 — 2013
Bachelor of Arts (BA), Government
Park Tudor School 2007 — 2008
St. Michaels College School 2004 — 2007
Citigroup August 2015 - Present
Citigroup July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Summer Street Research Partners June 2011 - August 2011
Guelph Storm - OHL September 2009 - February 2010
Skills
Bloomberg, Trading, Equities, Fixed Income, Alternative Investments, Series 63, Capital Markets, Series 7, Series 55
Education
Harvard University 2008 — 2013
Bachelor of Arts (BA), Government
Park Tudor School 2007 — 2008
St. Michaels College School 2004 — 2007
Nicholas Carlson's Summer Street Research Partners Experience January 2014 - November 2014
Job Investment Banking Summer Analyst at ROTH Capital Partners
Industry Investment Management
Experience
ROTH Capital Partners May 2015 - Present
Pramerica February 2015 - April 2015
Summer Street Research Partners January 2014 - November 2014
Rockport National Bank June 2011 - August 2011
Skills
Critical Thinking, PowerPoint, Microsoft Excel, Analysis, Problem Solving, Data Analysis, Valuation, Financial Modeling, Corporate Finance
Education
Boston University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Sophmore
Sir Francis Drake High School 2009 — 2012
ROTH Capital Partners May 2015 - Present
Pramerica February 2015 - April 2015
Summer Street Research Partners January 2014 - November 2014
Rockport National Bank June 2011 - August 2011
Skills
Critical Thinking, PowerPoint, Microsoft Excel, Analysis, Problem Solving, Data Analysis, Valuation, Financial Modeling, Corporate Finance
Education
Boston University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Sophmore
Sir Francis Drake High School 2009 — 2012
Joseph Gilmore Joseph Gilmore's Summer Street Research Partners Experience March 2006 - Present
Job Trader at Summer Street Research Partners
Industry Capital Markets
Experience
Altus Capital Group January 2014 - Present
Summer Street Research Partners March 2006 - Present
Independent 2004 - Present
Leerink Swann & Co. 1998 - 2004
H.C. Wainwright 1996 - 1998
Merrill Lynch 1993 - 1995
Skills
Equity Trading, Equities, Electronic Trading, Series 7, Hedge Funds, Trading, Proprietary Trading, Bloomberg, Options, Trading Strategies, Trading Systems, Securities, ETFs, Series 63, Equity Research, FINRA, Traders, Investments, Market Making
Education
Suffolk University - Sawyer Business School 1988 — 1992
Xaverian Brothers 1984 — 1988
Altus Capital Group January 2014 - Present
Summer Street Research Partners March 2006 - Present
Independent 2004 - Present
Leerink Swann & Co. 1998 - 2004
H.C. Wainwright 1996 - 1998
Merrill Lynch 1993 - 1995
Skills
Equity Trading, Equities, Electronic Trading, Series 7, Hedge Funds, Trading, Proprietary Trading, Bloomberg, Options, Trading Strategies, Trading Systems, Securities, ETFs, Series 63, Equity Research, FINRA, Traders, Investments, Market Making
Education
Suffolk University - Sawyer Business School 1988 — 1992
Xaverian Brothers 1984 — 1988
James Molloy James Molloy's Summer Street Research Partners Experience March 2014 - March 2015
Job Managing Director, Specialty Pharmaceuticals & Biotechnology at Laidlaw & Company UK Ltd.
Industry Investment Management
Experience
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners March 2014 - March 2015
Janney Montgomery Scott December 2012 - March 2014
ThinkEquity LLC June 2011 - December 2012
Caris & Company November 2008 - June 2011
Oppenheimer & Co. March 2004 - January 2008
Skills
Pharmaceutical Industry, Biotechnology, Due Diligence, Series 7, Financial Analysis, Corporate Finance, Alternative Investments, Mergers, Venture Capital, Series 63, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1987 — 1992
BA, Environmental Science
Roxbury Latin School 1982 — 1987
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners March 2014 - March 2015
Janney Montgomery Scott December 2012 - March 2014
ThinkEquity LLC June 2011 - December 2012
Caris & Company November 2008 - June 2011
Oppenheimer & Co. March 2004 - January 2008
Skills
Pharmaceutical Industry, Biotechnology, Due Diligence, Series 7, Financial Analysis, Corporate Finance, Alternative Investments, Mergers, Venture Capital, Series 63, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1987 — 1992
BA, Environmental Science
Roxbury Latin School 1982 — 1987
Jacqueline Devins Jacqueline Devins's Summer Street Research Partners Experience July 2007 - December 2009
Job Account Executive at Business Wire
Industry Financial Services
Experience
Business Wire July 2015 - Present
NASDAQ January 2015 - June 2015
LPL Financial May 2013 - November 2014
Alcoa May 2011 - February 2013
The Bank of New York Mellon December 2009 - May 2011
Summer Street Research Partners July 2007 - December 2009
University of Massachusetts Amherst January 2004 - May 2006
Dovetail Health 2006 - 2006
Reebok 2006 - 2006
NECN June 2005 - August 2005
Skills
Investments, Microsoft Office, Thomson One Analytics, Bloomberg, Adobe Creative Suite, Spanish, Financial Modeling, Asset Managment, Financial Services, Financial Analysis, Management, Fixed Income, Portfolio Management, Analysis, Corporate Finance, Equities, Equity Research, Mergers, Capital Markets, Valuation, Finance, Strategy, Investor Relations, Marketing, Strategic Communications, Asset Management
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's degree, Public Relations and Marketing
Universitat Autònoma de Barcelona 2006 — 2007
International Marketing/Business and Spanish
Oliver Ames High School
Business Wire July 2015 - Present
NASDAQ January 2015 - June 2015
LPL Financial May 2013 - November 2014
Alcoa May 2011 - February 2013
The Bank of New York Mellon December 2009 - May 2011
Summer Street Research Partners July 2007 - December 2009
University of Massachusetts Amherst January 2004 - May 2006
Dovetail Health 2006 - 2006
Reebok 2006 - 2006
NECN June 2005 - August 2005
Skills
Investments, Microsoft Office, Thomson One Analytics, Bloomberg, Adobe Creative Suite, Spanish, Financial Modeling, Asset Managment, Financial Services, Financial Analysis, Management, Fixed Income, Portfolio Management, Analysis, Corporate Finance, Equities, Equity Research, Mergers, Capital Markets, Valuation, Finance, Strategy, Investor Relations, Marketing, Strategic Communications, Asset Management
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's degree, Public Relations and Marketing
Universitat Autònoma de Barcelona 2006 — 2007
International Marketing/Business and Spanish
Oliver Ames High School
Zachary Wills Zachary Wills's Summer Street Research Partners Experience July 2006 - March 2007
Job Healthcare Sector Specialist + Business Development Professional
Industry Investment Banking
Experience
Favus Institutional Research, LLC September 2012 - Present
Guidepoint Global December 2009 - August 2012
grail research, a member of Monitor Group March 2007 - December 2008
Summer Street Research Partners July 2006 - March 2007
Sturza’s Institutional Research June 2003 - June 2006
Morgan Stanley March 2001 - June 2003
Skills
Biotechnology, Finance, Pharmaceutical Industry, Lifesciences, Business Development, Fundamental Analysis, Data-Driven Sales &..., Opportunity Monetization, Investment Banking, Competitive Analysis, Healthcare, Medical Devices, Strategy, Venture Capital, Start-ups, Market Research, Mergers & Acquisitions, Market Analysis, Competitive Intelligence, Sales, Due Diligence, Cross-functional Team..., Valuation, Financial Modeling, Investments, Hedge Funds, Equities
Education
Dickinson College 1996 — 2000
BA, Political Science
christ school 1994 — 1996
Favus Institutional Research, LLC September 2012 - Present
Guidepoint Global December 2009 - August 2012
grail research, a member of Monitor Group March 2007 - December 2008
Summer Street Research Partners July 2006 - March 2007
Sturza’s Institutional Research June 2003 - June 2006
Morgan Stanley March 2001 - June 2003
Skills
Biotechnology, Finance, Pharmaceutical Industry, Lifesciences, Business Development, Fundamental Analysis, Data-Driven Sales &..., Opportunity Monetization, Investment Banking, Competitive Analysis, Healthcare, Medical Devices, Strategy, Venture Capital, Start-ups, Market Research, Mergers & Acquisitions, Market Analysis, Competitive Intelligence, Sales, Due Diligence, Cross-functional Team..., Valuation, Financial Modeling, Investments, Hedge Funds, Equities
Education
Dickinson College 1996 — 2000
BA, Political Science
christ school 1994 — 1996
Riley Kammer's Summer Street Research Partners Experience August 2013 - August 2014
Job Associate Director of Clinical Operations at ClinEdge
Industry Research
Experience
ClinEdge September 2015 - Present
ClinEdge August 2014 - September 2015
Summer Street Research Partners August 2013 - August 2014
Automation Techniques June 2010 - August 2010
Skills
Research, Market Research, Business Development, Leadership, Biotechnology, Pharmaceutical Industry, Healthcare, Public Speaking, Microsoft Office, Financial Analysis, Microsoft Word, Microsoft Excel, Spanish, Salesforce.com, Data Analysis, PowerPoint
Education
Boston University
Bachelor of Arts (B.A.), Economics
Northwest Guilford High School
ClinEdge September 2015 - Present
ClinEdge August 2014 - September 2015
Summer Street Research Partners August 2013 - August 2014
Automation Techniques June 2010 - August 2010
Skills
Research, Market Research, Business Development, Leadership, Biotechnology, Pharmaceutical Industry, Healthcare, Public Speaking, Microsoft Office, Financial Analysis, Microsoft Word, Microsoft Excel, Spanish, Salesforce.com, Data Analysis, PowerPoint
Education
Boston University
Bachelor of Arts (B.A.), Economics
Northwest Guilford High School
Karina Soto Karina Soto's Summer Street Research Partners Experience April 2007 - July 2007
Job Creative (Trainer) at Apple
Industry Consumer Electronics
Experience
Weston Public Schools September 2015 - Present
KaKu Products January 2011 - Present
Apple November 2007 - September 2015
Apple July 2009 - April 2013
Landau Jewelry August 2007 - November 2007
Summer Street Research Partners April 2007 - July 2007
Skills
Apple Certified, Apple Aperture, OS X, iOS, Time Management, Graphic Design, Personal Training, Technology, Enthusiasm to learn, Aperture, Image Editing, Highly motivated..., Team Leadership, Flexible to Change, Teaching, Computer Software..., Visual Management, Final Cut Pro, Visual Merchandising, Team Building, iLife, iWork, Image Manipulation, iPod, Digital Illustration, iTunes, iPhoto, Keynote, Mac, iPad, iPhone, Apple Remote Desktop, Advertising, Mac OS, Final Cut Studio, Macintosh hardware, iWeb, Retail, Troubleshooting, Macintosh Applications, Sales, iDVD, Garageband, Hands-on Training, Multimedia, Digital Photography
Education
The New England Institute of Art 2006 — 2008
Graphic Design
North Quincy high school 2002 — 2006
Weston Public Schools September 2015 - Present
KaKu Products January 2011 - Present
Apple November 2007 - September 2015
Apple July 2009 - April 2013
Landau Jewelry August 2007 - November 2007
Summer Street Research Partners April 2007 - July 2007
Skills
Apple Certified, Apple Aperture, OS X, iOS, Time Management, Graphic Design, Personal Training, Technology, Enthusiasm to learn, Aperture, Image Editing, Highly motivated..., Team Leadership, Flexible to Change, Teaching, Computer Software..., Visual Management, Final Cut Pro, Visual Merchandising, Team Building, iLife, iWork, Image Manipulation, iPod, Digital Illustration, iTunes, iPhoto, Keynote, Mac, iPad, iPhone, Apple Remote Desktop, Advertising, Mac OS, Final Cut Studio, Macintosh hardware, iWeb, Retail, Troubleshooting, Macintosh Applications, Sales, iDVD, Garageband, Hands-on Training, Multimedia, Digital Photography
Education
The New England Institute of Art 2006 — 2008
Graphic Design
North Quincy high school 2002 — 2006
Ewen Bazirake's Summer Street Research Partners Experience 2012 - 2014
Job Origination and Evaluation at Kamylon Capital
Industry Venture Capital & Private Equity
Experience
Kamylon Capital June 2015 - Present
Summer Street Research Partners 2012 - 2014
America's Growth Capital September 2012 - October 2012
TerraCycle January 2012 - February 2012
Global Emergency Care Collaborative December 2010 - January 2011
Skills
Financial Modeling, Investments, Investment Banking, Private Equity, Economics, Financial Analysis, Venture Capital, Research, Biotechnology, Financial Economics, Capital IQ, FactSet, Argus Modeling, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Analysis, Data Analysis, Corporate Finance, Valuation
Education
Brandeis International Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2008 — 2012
Bachelors, Economics, Biochemistry
Monterey Institute of International Studies 2011 — 2011
Professional Certificate, Project Management
United World College of Southern Africa, WK 2006 — 2007
International Baccalaureate Diploma
Kings College Budo 2001 — 2005
High School Certificate
Kamylon Capital June 2015 - Present
Summer Street Research Partners 2012 - 2014
America's Growth Capital September 2012 - October 2012
TerraCycle January 2012 - February 2012
Global Emergency Care Collaborative December 2010 - January 2011
Skills
Financial Modeling, Investments, Investment Banking, Private Equity, Economics, Financial Analysis, Venture Capital, Research, Biotechnology, Financial Economics, Capital IQ, FactSet, Argus Modeling, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Analysis, Data Analysis, Corporate Finance, Valuation
Education
Brandeis International Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2008 — 2012
Bachelors, Economics, Biochemistry
Monterey Institute of International Studies 2011 — 2011
Professional Certificate, Project Management
United World College of Southern Africa, WK 2006 — 2007
International Baccalaureate Diploma
Kings College Budo 2001 — 2005
High School Certificate
Carla Tardi Carla Tardi's Summer Street Research Partners Experience March 2006 - August 2009
Job Manager, Technical Editing Department at Commonwealth of Massachusetts
Industry Investment Banking
Experience
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Ashley Dickson Ashley Dickson's Summer Street Research Partners Experience March 2010 - March 2015
Job Freelance Writing and Editing
Industry Financial Services
Experience
Freelance Writing and Editing January 2009 - Present
Summer Street Research Partners March 2010 - March 2015
Brigham and Women's Hospital March 2010 - October 2010
Bennett Communications November 2005 - January 2009
Skills
Research, Editing, Microsoft Office, Blogging, Biotechnology, Microsoft Excel, Writing
Education
Simmons College 2009 — 2011
Master's, Library and Information Science
Brigham Young University 2001 — 2005
Bachelor's, Communications: Journalism
Freelance Writing and Editing January 2009 - Present
Summer Street Research Partners March 2010 - March 2015
Brigham and Women's Hospital March 2010 - October 2010
Bennett Communications November 2005 - January 2009
Skills
Research, Editing, Microsoft Office, Blogging, Biotechnology, Microsoft Excel, Writing
Education
Simmons College 2009 — 2011
Master's, Library and Information Science
Brigham Young University 2001 — 2005
Bachelor's, Communications: Journalism
Jon Stephenson Jon Stephenson's Summer Street Research Partners Experience November 2008 - February 2011
Job Portfolio Manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2013 - Present
Pioneer Investments January 2011 - January 2013
Summer Street Research Partners November 2008 - February 2011
Akasha Capital April 2008 - October 2008
John Hancock 2007 - 2007
Sumer Street Research Partners 2003 - 2007
State Street Research 1997 - 2003
State Street Research 1997 - 1999
Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling
Education
Bucknell University 1993 — 1997
Pioneer Investments January 2013 - Present
Pioneer Investments January 2011 - January 2013
Summer Street Research Partners November 2008 - February 2011
Akasha Capital April 2008 - October 2008
John Hancock 2007 - 2007
Sumer Street Research Partners 2003 - 2007
State Street Research 1997 - 2003
State Street Research 1997 - 1999
Skills
Investment Banking, Equities, Bloomberg, Healthcare, Mergers & Acquisitions, Mutual Funds, Valuation, Hedge Funds, Equity Research, Financial Services, Series 7, Strategy, Competitive Analysis, Entrepreneurship, Venture Capital, Investments, Capital Markets, Asset Management, Management, Financial Modeling
Education
Bucknell University 1993 — 1997
Laurie Hassay's Summer Street Research Partners Experience 2003 - 2013
Job Staff Accountant at Regulatory Compliance, LLC
Industry Accounting
Experience
Regulatory Compliance, LLC April 2014 - Present
Arete Research 2007 - Present
Levin and Company, Inc 1998 - Present
Laurie Hassay Consulting 1997 - Present
AD+, Inc. 1996 - Present
Summer Street Research Partners 2003 - 2013
Third Sector Development Corp. 1995 - 1997
Morton's The Steakhouse 1990 - 1995
Skills
Internal Controls, Financial Accounting, Tax, Cost Accounting, Financial Statements, Fixed Assets, Financial Audits, GAAP, Strategy, Strategic Planning, Finance, Accounting, Corporate Finance, Budgets, Management, Investments, Mergers & Acquisitions, Financial Modeling, Customer Service, Financial Analysis, Executive Management
Education
Boston University
Regulatory Compliance, LLC April 2014 - Present
Arete Research 2007 - Present
Levin and Company, Inc 1998 - Present
Laurie Hassay Consulting 1997 - Present
AD+, Inc. 1996 - Present
Summer Street Research Partners 2003 - 2013
Third Sector Development Corp. 1995 - 1997
Morton's The Steakhouse 1990 - 1995
Skills
Internal Controls, Financial Accounting, Tax, Cost Accounting, Financial Statements, Fixed Assets, Financial Audits, GAAP, Strategy, Strategic Planning, Finance, Accounting, Corporate Finance, Budgets, Management, Investments, Mergers & Acquisitions, Financial Modeling, Customer Service, Financial Analysis, Executive Management
Education
Boston University
Amreen Ashraf's Summer Street Research Partners Experience September 2011 - November 2011
Job Analyst at Timexsl.com
Industry Apparel & Fashion
Experience
Timexsl.com July 2012 - Present
Extended Solutions LLC. October 2011 - March 2012
Summer Street Research Partners September 2011 - November 2011
Investor Group Services (IGS) August 2011 - September 2011
Pivot solutions November 2010 - June 2011
LeSportsac May 2010 - July 2010
HSBC August 2008 - September 2008
John Keells Holdings July 2008 - July 2008
Skills
Business Development, Analytics, Strategy, Sales, Retail, Fashion, Market Research, Project Planning, Salesforce.com, Competitive Analysis, Entrepreneurship, Marketing Strategy, Microsoft Excel, Marketing, Business Strategy, Start-ups, Social Media
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship
Timexsl.com July 2012 - Present
Extended Solutions LLC. October 2011 - March 2012
Summer Street Research Partners September 2011 - November 2011
Investor Group Services (IGS) August 2011 - September 2011
Pivot solutions November 2010 - June 2011
LeSportsac May 2010 - July 2010
HSBC August 2008 - September 2008
John Keells Holdings July 2008 - July 2008
Skills
Business Development, Analytics, Strategy, Sales, Retail, Fashion, Market Research, Project Planning, Salesforce.com, Competitive Analysis, Entrepreneurship, Marketing Strategy, Microsoft Excel, Marketing, Business Strategy, Start-ups, Social Media
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Finance and Entrepreneurship
Eric Laub Eric Laub's Summer Street Research Partners Experience December 2002 - September 2005
Job Managing Partner Access Capital Advisors
Industry Financial Services
Experience
Access Capital Advisors May 2013 - Present
MMA Foundation Trustee April 1995 - Present
Burrill & Company June 2012 - May 2013
Capital Insight, L.L.C. December 2005 - June 2012
Execution Noble / Formerly Clear Capital December 2007 - June 2009
Summer Street Research Partners December 2002 - September 2005
Leerink Swann June 1999 - December 2002
Cowen & Co. August 1994 - June 1999
Skills
Healthcare, Biotechnology, Equities, Technical Analysis, Equity Research, Trading, Investments, Small Business, Securities, Portfolio Management, Asset Management, Mergers, Funding, Capital Markets, Due Diligence, Venture Capital, Asset Managment, Private Equity, Corporate Development, Strategic Partnerships, Start-ups, Leadership, Mergers & Acquisitions, Bloomberg, Entrepreneurship, Strategy, Executive Management, Fixed Income, Valuation, Emerging Markets, Hedge Funds, Management, Corporate Finance, Investment Banking, Investor Relations, Alternative Investments, Private Placements, Financial Modeling, IPO, Equity Trading, Investment Management, Investment Strategies, Series 7, Financial Advisory, Options, Equity Valuation, Series 63
Education
Massachusetts Maritime Academy 1989 — 1993
Bachelor of Science, Engineering
Ithaca College 1988 — 1989
Business Managemant
Tabor Academy 1985 — 1988
Fessenden School
Access Capital Advisors May 2013 - Present
MMA Foundation Trustee April 1995 - Present
Burrill & Company June 2012 - May 2013
Capital Insight, L.L.C. December 2005 - June 2012
Execution Noble / Formerly Clear Capital December 2007 - June 2009
Summer Street Research Partners December 2002 - September 2005
Leerink Swann June 1999 - December 2002
Cowen & Co. August 1994 - June 1999
Skills
Healthcare, Biotechnology, Equities, Technical Analysis, Equity Research, Trading, Investments, Small Business, Securities, Portfolio Management, Asset Management, Mergers, Funding, Capital Markets, Due Diligence, Venture Capital, Asset Managment, Private Equity, Corporate Development, Strategic Partnerships, Start-ups, Leadership, Mergers & Acquisitions, Bloomberg, Entrepreneurship, Strategy, Executive Management, Fixed Income, Valuation, Emerging Markets, Hedge Funds, Management, Corporate Finance, Investment Banking, Investor Relations, Alternative Investments, Private Placements, Financial Modeling, IPO, Equity Trading, Investment Management, Investment Strategies, Series 7, Financial Advisory, Options, Equity Valuation, Series 63
Education
Massachusetts Maritime Academy 1989 — 1993
Bachelor of Science, Engineering
Ithaca College 1988 — 1989
Business Managemant
Tabor Academy 1985 — 1988
Fessenden School
Andre Thomas Andre Thomas's Summer Street Research Partners Experience October 2011 - 2013
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2015 - Present
Credit Suisse June 2014 - August 2014
Summer Street Research Partners October 2011 - 2013
MIT September 2009 - June 2011
MITRE Corporation June 2009 - August 2010
Con Edison May 2008 - August 2008
Skills
Matlab, Research, Nanotechnology, Microsoft Office, Word, Data Analysis, Statistics, Microsoft Excel, Analysis, Financial Analysis, Economics
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (BS), Chemical Engineering
Campion College
Bank of America Merrill Lynch 2015 - Present
Credit Suisse June 2014 - August 2014
Summer Street Research Partners October 2011 - 2013
MIT September 2009 - June 2011
MITRE Corporation June 2009 - August 2010
Con Edison May 2008 - August 2008
Skills
Matlab, Research, Nanotechnology, Microsoft Office, Word, Data Analysis, Statistics, Microsoft Excel, Analysis, Financial Analysis, Economics
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (BS), Chemical Engineering
Campion College
Dhruva Patel's Summer Street Research Partners Experience August 2011 - July 2012
Job Associate Account Executive at Yahoo
Industry Marketing and Advertising
Experience
Yahoo May 2015 - Present
Hill Holliday January 2014 - May 2015
Hill Holliday October 2012 - December 2013
Summer Street Research Partners August 2011 - July 2012
Harlow Scientific May 2010 - August 2010
Skills
Healthcare, PowerPoint, Pharmaceutical Industry, Microsoft Office, Marketing, Public Speaking, Microsoft Word, Microsoft Excel, Research, Event Planning, Leadership, Media Buying, Account Management, Market Research, Social Media, Customer Service, Management
Education
UMass Boston 2012 — 2015
Master of Business Administration (MBA), Specialization in Marketing, Internet Marketing and Entrepreneurship
Massachusetts College of Pharmacy and Health Sciences 2007 — 2011
B.S, Pharmaceutical and Health Care Business
Yahoo May 2015 - Present
Hill Holliday January 2014 - May 2015
Hill Holliday October 2012 - December 2013
Summer Street Research Partners August 2011 - July 2012
Harlow Scientific May 2010 - August 2010
Skills
Healthcare, PowerPoint, Pharmaceutical Industry, Microsoft Office, Marketing, Public Speaking, Microsoft Word, Microsoft Excel, Research, Event Planning, Leadership, Media Buying, Account Management, Market Research, Social Media, Customer Service, Management
Education
UMass Boston 2012 — 2015
Master of Business Administration (MBA), Specialization in Marketing, Internet Marketing and Entrepreneurship
Massachusetts College of Pharmacy and Health Sciences 2007 — 2011
B.S, Pharmaceutical and Health Care Business
Ashley Oladipo, MD Ashley Oladipo, MD's Summer Street Research Partners Experience October 2008 - July 2010
Job Radiology Resident at UCSF
Industry Medical Practice
Experience
UCSF Medical Center July 2015 - Present
Alameda Health System June 2014 - June 2015
Summer Street Research Partners October 2008 - July 2010
Skills
Research, Statistics, Clinical Research, Microsoft Office, Microsoft Excel, Biotechnology, Lifesciences, Healthcare, PowerPoint, Microsoft Word, Matlab, Data Analysis
Education
Howard University College of Medicine 2010 — 2014
M.D.
Massachusetts Institute of Technology 2004 — 2008
B.S., Brain and Cognitive Sciences
Craigmont High School 2000 — 2004
UCSF Medical Center July 2015 - Present
Alameda Health System June 2014 - June 2015
Summer Street Research Partners October 2008 - July 2010
Skills
Research, Statistics, Clinical Research, Microsoft Office, Microsoft Excel, Biotechnology, Lifesciences, Healthcare, PowerPoint, Microsoft Word, Matlab, Data Analysis
Education
Howard University College of Medicine 2010 — 2014
M.D.
Massachusetts Institute of Technology 2004 — 2008
B.S., Brain and Cognitive Sciences
Craigmont High School 2000 — 2004
François Brisebois's Summer Street Research Partners Experience September 2014 - March 2015
Job Associate Research Analyst, Specialty Pharmaceuticals & Biotechnology, Laidlaw & Company (UK) Ltd.
Industry Investment Banking
Experience
University of Montreal May 2012 - Present
Summer Street Research Partners September 2014 - March 2015
NHL/AHL/ECHL/Czech extra liga July 2009 - January 2012
Montreal General Hospital June 2010 - August 2010
Skills
Leadership
Education
University of Montreal 2012 — 2014
M.Sc candidate, Pharmaceutical Sciences
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Molecular Biology
St. Paul's School, Concord NH 2005 — 2007
High-School
University of Montreal May 2012 - Present
Summer Street Research Partners September 2014 - March 2015
NHL/AHL/ECHL/Czech extra liga July 2009 - January 2012
Montreal General Hospital June 2010 - August 2010
Skills
Leadership
Education
University of Montreal 2012 — 2014
M.Sc candidate, Pharmaceutical Sciences
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Molecular Biology
St. Paul's School, Concord NH 2005 — 2007
High-School
Cyrus Alphonse's Summer Street Research Partners Experience July 2011 - August 2015
Job Head Trader/Compliance Officer at Crossover Healthcare Fund, LLC
Industry Financial Services
Experience
Crossover Healthcare Fund, LLC August 2015 - Present
Summer Street Research Partners July 2011 - August 2015
Summer Street Research Partners 2005 - July 2015
Skills
Equities, Series 7, Trading, Series 63, Hedge Funds, Investments, Capital Markets, Securities, Customer Service, Series 24, Series 79, Series 55, Financial Services
Education
Hobart and William Smith Colleges 1993 — 1997
Princeton Day School 1980 — 1993
Crossover Healthcare Fund, LLC August 2015 - Present
Summer Street Research Partners July 2011 - August 2015
Summer Street Research Partners 2005 - July 2015
Skills
Equities, Series 7, Trading, Series 63, Hedge Funds, Investments, Capital Markets, Securities, Customer Service, Series 24, Series 79, Series 55, Financial Services
Education
Hobart and William Smith Colleges 1993 — 1997
Princeton Day School 1980 — 1993
Curtis Hogue's Summer Street Research Partners Experience April 2003 - November 2005
Job Analyst at Discovery Capital Management
Industry Investment Management
Experience
Discovery Capital Management February 2010 - Present
Hogue Intellectual Property, LLC November 2005 - February 2010
Summer Street Research Partners April 2003 - November 2005
DCF Capital May 2000 - April 2003
Skills
Investment Banking, Equities, Investments, Entrepreneurship, Intellectual Property, Patents
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
The Johns Hopkins University 1993 — 1996
MS, Biotechnology
James Madison University 1987 — 1991
BS, Physics
Discovery Capital Management February 2010 - Present
Hogue Intellectual Property, LLC November 2005 - February 2010
Summer Street Research Partners April 2003 - November 2005
DCF Capital May 2000 - April 2003
Skills
Investment Banking, Equities, Investments, Entrepreneurship, Intellectual Property, Patents
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
The Johns Hopkins University 1993 — 1996
MS, Biotechnology
James Madison University 1987 — 1991
BS, Physics
Patrick McKillop's Summer Street Research Partners Experience June 2010 - September 2013
Job Director / Investor Relations at Transition Therapeutics (TTHINASDAQ)
Industry Biotechnology
Experience
Transition Therapeutics October 2014 - Present
Maxim Group October 2013 - October 2014
Summer Street Research Partners June 2010 - September 2013
Rodman&Renshaw June 2006 - March 2009
Summer Street Research Partners July 2003 - June 2006
Cowen and Company 1994 - 2003
Skills
Healthcare, Biotechnology, Equity Valuation, Financial Markets, Competitive Intelligence, Investments, Medical Devices, Clinical Trials, Business Development, Analysis, Leadership, Due Diligence, Research, Lifesciences, Competitive Analysis, Market Research, Pharmaceutical Industry, Finance, Options, Private Placements, IPO, Trading Strategies, Life Sciences, New Business Development, Hedge Funds, Capital Markets
Education
Northeastern University 1990 — 1995
BS, Finance
Transition Therapeutics October 2014 - Present
Maxim Group October 2013 - October 2014
Summer Street Research Partners June 2010 - September 2013
Rodman&Renshaw June 2006 - March 2009
Summer Street Research Partners July 2003 - June 2006
Cowen and Company 1994 - 2003
Skills
Healthcare, Biotechnology, Equity Valuation, Financial Markets, Competitive Intelligence, Investments, Medical Devices, Clinical Trials, Business Development, Analysis, Leadership, Due Diligence, Research, Lifesciences, Competitive Analysis, Market Research, Pharmaceutical Industry, Finance, Options, Private Placements, IPO, Trading Strategies, Life Sciences, New Business Development, Hedge Funds, Capital Markets
Education
Northeastern University 1990 — 1995
BS, Finance
Stacey Rusk's Summer Street Research Partners Experience October 2012 - February 2013
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Summer Street Research Partners October 2012 - February 2013
Compass Point Research and Trading, LLC January 2008 - October 2012
Gridpoint May 2005 - January 2008
Xchange, Inc 1997 - 2001
Perspective Technology Corporation March 1995 - June 1997
Cap Gemini Ernst & Young 1994 - 1995
Education
The George Washington University - School of Business 2007 — 2009
San Diego State University-California State University 1987 — 1991
BS, Business
TIAA-CREF February 2013 - Present
Summer Street Research Partners October 2012 - February 2013
Compass Point Research and Trading, LLC January 2008 - October 2012
Gridpoint May 2005 - January 2008
Xchange, Inc 1997 - 2001
Perspective Technology Corporation March 1995 - June 1997
Cap Gemini Ernst & Young 1994 - 1995
Education
The George Washington University - School of Business 2007 — 2009
San Diego State University-California State University 1987 — 1991
BS, Business
Emily Hill's Summer Street Research Partners Experience June 2007 - September 2008
Job Director, Investor Relations, PTC Therapeutics
Industry Financial Services
Experience
Warner Chilcott January 2011 - November 2012
Genzyme October 2008 - January 2011
Summer Street Research Partners June 2007 - September 2008
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MBA
Tufts University School of Medicine 2002 — 2006
MS, Pharmacology
Hamilton College 1998 — 2002
Warner Chilcott January 2011 - November 2012
Genzyme October 2008 - January 2011
Summer Street Research Partners June 2007 - September 2008
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MBA
Tufts University School of Medicine 2002 — 2006
MS, Pharmacology
Hamilton College 1998 — 2002
Aly Landry's Summer Street Research Partners Experience November 2004 - August 2005
Job at
Industry Hospital & Health Care
Experience
Beacon Health Strategies April 2014 - Present
Tufts Medical Center October 2011 - Present
Tufts Medical Center July 2010 - September 2011
Tufts Medical Center January 2007 - August 2010
Tufts Medical Center August 2005 - January 2007
Summer Street Research Partners November 2004 - August 2005
Tufts Medical Center August 2002 - November 2004
Skills
Access, ADP Payroll, Microsoft Word, PowerPoint, FrontPage, Outlook, Microsoft Excel, Projects, Business Communications, Instructional Manuals, Microsoft Applications, Management, Kronos, Healthcare, Benefits Administration, HIPAA, HRIS
Education
University of New Hampshire 1996 — 2000
Bachelor's of Science, Occupational Therapy/Therapist
Beacon Health Strategies April 2014 - Present
Tufts Medical Center October 2011 - Present
Tufts Medical Center July 2010 - September 2011
Tufts Medical Center January 2007 - August 2010
Tufts Medical Center August 2005 - January 2007
Summer Street Research Partners November 2004 - August 2005
Tufts Medical Center August 2002 - November 2004
Skills
Access, ADP Payroll, Microsoft Word, PowerPoint, FrontPage, Outlook, Microsoft Excel, Projects, Business Communications, Instructional Manuals, Microsoft Applications, Management, Kronos, Healthcare, Benefits Administration, HIPAA, HRIS
Education
University of New Hampshire 1996 — 2000
Bachelor's of Science, Occupational Therapy/Therapist
Norman Yun's Summer Street Research Partners Experience November 2010 - June 2013
Job Managing Director at H.C. Wainwright & Co., LLC
Industry Financial Services
Experience
H.C. Wainwright & Co., LLC February 2014 - Present
Brookline Group, LLC June 2013 - February 2014
Summer Street Research Partners November 2010 - June 2013
Louis Capital Markets February 2006 - September 2010
Skills
Bloomberg, Options, Derivatives, Electronic Trading, Proprietary Trading, Equity Derivatives, Financial Markets, Due Diligence, Trading Systems, Biotechnology, Fidessa, Microsoft Excel, Hedging, Pharmaceutical Industry, Sell Side, Commodity, Risk Management, Life Science Industry, Lifesciences, Volatility, Traders, Hedge Funds, Capital Markets, Investments, Securities, Management
Education
University of Melbourne 1994 — 1994
International Economics
Stony Brook University 1990 — 1994
Bachelor of Science (B.Sc.), Applied Math & Statistics; double major Economics
Tappan Zee High School
H.C. Wainwright & Co., LLC February 2014 - Present
Brookline Group, LLC June 2013 - February 2014
Summer Street Research Partners November 2010 - June 2013
Louis Capital Markets February 2006 - September 2010
Skills
Bloomberg, Options, Derivatives, Electronic Trading, Proprietary Trading, Equity Derivatives, Financial Markets, Due Diligence, Trading Systems, Biotechnology, Fidessa, Microsoft Excel, Hedging, Pharmaceutical Industry, Sell Side, Commodity, Risk Management, Life Science Industry, Lifesciences, Volatility, Traders, Hedge Funds, Capital Markets, Investments, Securities, Management
Education
University of Melbourne 1994 — 1994
International Economics
Stony Brook University 1990 — 1994
Bachelor of Science (B.Sc.), Applied Math & Statistics; double major Economics
Tappan Zee High School
Matt Dormer's Summer Street Research Partners Experience February 2006 - April 2015
Job Managing Director at Laidlaw & Company UK Ltd.
Industry Investment Banking
Experience
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners February 2006 - April 2015
Wellington Management 2005 - 2006
Fulcrum Global Partners 2000 - 2002
Skills
Investment Banking, IPO, Private Placements, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Private Equity, Investments, Corporate Finance, Equities
Education
Northeastern University 2003 — 2005
MBA, Finance
Davidson College 1989 — 1993
BS, Biology
hill school
Laidlaw & Company UK Ltd. April 2015 - Present
Summer Street Research Partners February 2006 - April 2015
Wellington Management 2005 - 2006
Fulcrum Global Partners 2000 - 2002
Skills
Investment Banking, IPO, Private Placements, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Private Equity, Investments, Corporate Finance, Equities
Education
Northeastern University 2003 — 2005
MBA, Finance
Davidson College 1989 — 1993
BS, Biology
hill school
Robert Veek's Summer Street Research Partners Experience 2010 - Present
Job Managing Director, Head of Institutional Trading at Summer Street Research Partners
Industry Financial Services
Experience
Summer Street Research Partners 2010 - Present
White Cap Trading 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Equities, Series 7, Series 63, Series 55, Bloomberg, Equity Trading, FINRA, Trading Strategies, Asset Management, Electronic Trading, Trading
Education
University of Massachusetts, Amherst
Summer Street Research Partners 2010 - Present
White Cap Trading 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Equities, Series 7, Series 63, Series 55, Bloomberg, Equity Trading, FINRA, Trading Strategies, Asset Management, Electronic Trading, Trading
Education
University of Massachusetts, Amherst
Edward Abany's Summer Street Research Partners Experience July 2011 - September 2012
Job Financial Services Professional
Industry Financial Services
Experience
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School
Don Munoz's Summer Street Research Partners Experience 2012 - 2014
Job Group CFO at NOXXON Pharma AG
Industry Financial Services
Experience
NOXXON Pharma AG 2014 - Present
Summer Street Research Partners 2012 - 2014
Cowen and Company 2009 - 2011
Leerink Partners LLC 2005 - 2009
Deutsche Bank 1995 - 2005
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Fixed Income, Mergers & Acquisitions, Corporate Development, Securities, Start-ups, Venture Capital, Financial Modeling, Equities, Due Diligence, Corporate Finance, Investments, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance
Dartmouth College 1987 — 1991
BA
NOXXON Pharma AG 2014 - Present
Summer Street Research Partners 2012 - 2014
Cowen and Company 2009 - 2011
Leerink Partners LLC 2005 - 2009
Deutsche Bank 1995 - 2005
Skills
Capital Markets, Investment Banking, Valuation, Private Equity, Fixed Income, Mergers & Acquisitions, Corporate Development, Securities, Start-ups, Venture Capital, Financial Modeling, Equities, Due Diligence, Corporate Finance, Investments, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance
Dartmouth College 1987 — 1991
BA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY