Telsey Advisory Group

Description

Address: 555 5th Ave, New York, NY 10017 Phone: (212) 973-9700: Category: : : Hours: Website: : Place name: : : Website: http://www.telseygroup.com/ Category: Financial Planner 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.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 Telsey Advisory Group (TAG) Posting publicly on the Web Write a review Reviews 1 Google review

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Telsey Advisory Group Employees

Employee
Years
Job
Industry
Nicholas Wells, CFA Nicholas Wells, CFA San Francisco, California Details
Nicholas Wells, CFA's Telsey Advisory Group Experience November 2010 - April 2011
Job Research Associate at Capital Group
Industry Investment Management
Experience
Capital Group  June 2013 - Present
UBS Investment Bank  June 2012 - May 2013
NYU Stern School of Business  August 2010 - May 2012
UBS Investment Bank  June 2011 - August 2011
Telsey Advisory Group   November 2010 - April 2011
SOUTHWEST SECURITIES, INC  April 2010 - July 2010
SOUTHWEST SECURITIES, INC  June 2007 - April 2010
CITIGROUP  June 2006 - June 2007

Skills
Equity Research, Value Investing, Valuation, Investments, Economics, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Writing, Fixed Income, Microsoft Excel, Bloomberg, Series 7, Series 63, Capital Markets

Education
New York University - Leonard N. Stern School of Business   2010 — 2012
Master, Specializations in Finance and Economics

Texas Tech University - Rawls College of Business   2002 — 2006
BBA, Management

Eva Becker Eva Becker Greater New York City Area Details
Eva Becker's Telsey Advisory Group Experience April 2015 - June 2015
Job Operations Manager
Industry Financial Services
Experience
Resource Management Group  August 2015 - Present
Telsey Advisory Group   April 2015 - June 2015
Truex Metier  August 2014 - February 2015
Truex Metier  April 2014 - August 2014
Beahm Law   August 2011 - April 2014
University of Massachusetts Commonwealth Honors College   August 2008 - May 2010

Skills
Recruiting, Human Resources, Management, Executive Level..., Hiring, Training, Microsoft Office, Business Development, Sourcing, Permanent Staffing, Scheduling, Expense Reports, Concur, Calendaring, Resume Writing, Screening Resumes, Career Counseling, Interview Preparation, Social Media Marketing, Temporary Placement, Event Planning, Interviews, CRM, Salesforce.com, Operations Management, Accounts Receivable, WebEx, LinkedIn Recruiter, Office Management, Social Media

Education
University of Massachusetts, Amherst   2006 — 2010
Bachelor of Arts, English Literature; Japanese Language and Literature

Stanford University
Master of Arts, East Asian Studies

Lauren Rufino Seiler Lauren Rufino Seiler Greater New York City Area Details
Lauren Rufino Seiler's Telsey Advisory Group Experience August 2009 - May 2015
Job Head of North American Equity Sales at Union Gaming
Industry Financial Services
Experience
Union Gaming   June 2015 - Present
Telsey Advisory Group   August 2009 - May 2015
Deutsche Bank  August 2007 - August 2009
Morgan Stanley  September 2005 - April 2007

Skills
Series 24, Series 7, Series 63, Bloomberg, Equities, Fixed Income, Trading, Portfolio Management, Bonds, High Yield, Investment Advisory, Economics, Equity Research, Hedge Funds, Capital Markets, Securities, Financial Modeling, Investments, Valuation, Asset Management, Alternative Investments, Investment Banking, Financial Analysis, Mutual Funds, Financial Markets, Private Equity, Corporate Finance, Derivatives, Investment Management, Finance, Asset Allocation, Equity Valuation, Emerging Markets, Due Diligence, Equity Trading, Investment Strategies, Financial Services, Mergers, Wealth Management, FINRA, Banking, Risk Management

Education
Tufts University   1999 — 2003
BA, Quantitative Economics

Pleasantville High School   1995 — 1999

Karen Cundari Karen Cundari New York, New York Details
Karen Cundari's Telsey Advisory Group Experience February 2012 - February 2014
Job Director Institutional Sales at BTIG
Industry Financial Services
Experience
BTIG, LLC  November 2014 - Present
Cornerstone Macro LP  February 2014 - November 2014
Telsey Advisory Group   February 2012 - February 2014
ITG (& the former Majestic Research)   August 2007 - January 2012
Georgetown Lombardi Comprehensive Cancer Center  January 2007 - June 2007
Rockefeller & Co., Inc.   June 2006 - August 2006

Skills
Equity Research, Pharmaceuticals, Biotechnology, Retail, Report Writing, Data Modeling, Financial Modeling, Valuation, Equities, Finance, Financial Analysis

Education
Georgetown University   2003 — 2007
Bachelor of Science (BS)

Elan Danon, CFA Elan Danon, CFA Greater New York City Area Details
Elan Danon, CFA's Telsey Advisory Group Experience January 2011 - April 2013
Job Senior Equity Analyst, Garnet Group
Industry Financial Services
Experience
Garnet Group, Inc.   May 2013 - Present
Telsey Advisory Group   January 2011 - April 2013
RBC Capital Markets  January 2009 - December 2010
First New York Securities  September 2005 - November 2008
Stratix Capital   December 2006 - August 2007
Monarch Research   January 2003 - August 2005

Skills
Portfolio Management, Trading, Bloomberg, Equities, Equity Research, Buy-side, Sell Side, Equity Valuation, Hedge Funds, Series 7, Valuation, Equity Trading, Series 63, Capital Markets, Financial Markets, Investment Strategies, Financial Modeling, Securities, Investments, Trading Systems, Asset Management, ETFs, Proprietary Trading, Trading Strategies, Chartered Financial..., Institutional..., Investment Management, Bloomberg Terminal, Fixed Income, Alternative Investments, Due Diligence

Education
Indiana University Bloomington   1993 — 1997
Finance, Business

John DeCree John DeCree New York, New York Details
John DeCree's Telsey Advisory Group Experience April 2012 - November 2014
Job Equity Research Analyst at Union Gaming
Industry Financial Services
Experience
Union Gaming   November 2014 - Present
Telsey Advisory Group   April 2012 - November 2014
The GMS Group  May 2009 - April 2012
The GMS Group  May 2007 - May 2009
Goldman Sachs  June 2006 - January 2007
Millennium Pharmaceuticals  2005 - 2006
Liberty Mutual Insurance  2004 - 2005

Skills
Financial Modeling, Valuation, Fixed Income, Restructuring, Credit Analysis, Structured Finance, Real Estate Finance, Leveraged Finance, Financial Statement..., Equity Research, Bloomberg, Equities, Investment Banking, Capital Markets, Investments, Equity Valuation, Hedge Funds, Securities, Series 7, Series 63, Corporate Finance, Due Diligence, Bonds, Financial Analysis, FINRA, Financial Services, Mergers & Acquisitions, Finance, Private Equity, Financial Markets, Equity Capital Markets, DCF, Financial Reporting, High Yield, Structured Products, LBO, Business Valuation

Education
Northeastern University   2002 — 2007
Bachelor of Science, Finance and Entrepreneurship

La Salle College High School   1998 — 2002

Jerry S. Arzu Jerry S. Arzu Greater New York City Area Details
Jerry S. Arzu's Telsey Advisory Group Experience June 2010 - Present
Job Director, Business Development
Industry Financial Services
Experience
Telsey Advisory Group   June 2010 - Present
TECHF.I.N. (Technology for Families In Need)   2014 - Present
Telsey Advisory Group   August 2008 - June 2010
USTA  January 2008 - August 2008
USTA  March 2006 - January 2008
USTA  August 2003 - March 2006

Skills
New Business Development, Business Analysis, Securities, Equities, Entrepreneurial..., Creative Problem Solving, Client Development, New Client Acquisitions, Salesforce.com, Pension Funds, Entrepreneurship, Corporate Finance, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Managment, Trading, Asset Management, Strategic Planning, Business Development, Investments, Capital Markets, Asset Allocation, Mutual Funds, Investment Management, Venture Capital, Series 7, Investment Strategies, Management, Fixed Income, Equity Trading, Equity Research, Series 24, Hedge Funds, Financial Services, Investment Banking, Leadership, Financial Markets, Due Diligence, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Strategic Financial..., Options, Analysis, FINRA, Series 63, Fund Of Funds

Education
Pace University - Lubin School of Business   2000 — 2005
Bachelor of Arts

Elyse Colen Elyse Colen Greater Los Angeles Area Details
Elyse Colen's Telsey Advisory Group Experience June 2009 - August 2009
Job Director of West Coast Operations at IvyConnect
Industry Venture Capital & Private Equity
Experience
The Lab Studio   March 2015 - Present
Ivy  October 2013 - March 2015
Forerunner Ventures   October 2010 - September 2013
Relativity Media  September 2009 - December 2009
Telsey Advisory Group   June 2009 - August 2009
Sotheby's  June 2008 - August 2008

Education
USC Marshall School of Business   2007 — 2010
Bachelor's, Business Admin

Richmond, The American International University in London   2006 — 2006

Bari Goldman Bari Goldman Greater New York City Area Details
Bari Goldman's Telsey Advisory Group Experience March 2013 - June 2014
Job Director, Institutional Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  June 2014 - Present
Telsey Advisory Group   March 2013 - June 2014
AllianceBernstein  August 2011 - March 2013
UBS  June 2004 - July 2011

Skills
Series 7, Equities, Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Capital Markets, Trading, Investments, Securities, Mutual Funds

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
MBA, General Business

Lehigh University - College of Business and Economics   2000 — 2004
B.S., Finance

Elizabeth Montgomery, CFA Elizabeth Montgomery, CFA Greater New York City Area Details
Elizabeth Montgomery, CFA's Telsey Advisory Group Experience November 2013 - June 2014
Job Retail and Consumer Analyst
Industry Retail
Experience
Telsey Advisory Group   November 2013 - June 2014
Loehmann's  July 2013 - November 2013
AprilMarin & Co.   September 2012 - July 2013
Longbow Research  February 2009 - March 2010
Cowen and Company  June 2002 - January 2008
Robertson Stephens & Co.   August 2000 - June 2002
Lazard Freres & Co.   May 1999 - August 2000

Skills
Financial Analysis, Investment Management, Trading, Equity Research, Retail Sales Analysis, Consumer Branding, Inventory Accounting, Revenue Modeling, Private Equity, Valuation, Retail, Series 63, Investment Banking, Series 7, Hedge Funds, Mutual Funds, Venture Capital, FINRA, Financial Modeling, Equity Valuation, Fixed Income, Capital Markets, Investments, Equity Capital Markets, Equities, Due Diligence, Bloomberg, Investor Relations, Securities, Equity Trading, Forecasting, Asset Management, Alternative Investments, Analysis, Corporate Development, Corporate Finance, Portfolio Management, Finance, Analytics

Education
Harvard University   1993 — 1997
A.B.

Tony Toury Tony Toury New York, New York Details
Tony Toury's Telsey Advisory Group Experience August 2006 - May 2007
Job Consultant at Towers Watson
Industry Management Consulting
Experience
Towers Watson  August 2013 - Present
Aon Hewitt  August 2011 - August 2013
Gerson Lehrman Group  April 2010 - March 2011
Thomson Reuters  January 2008 - March 2010
Berkery, Noyes & Co., LLC   August 2007 - December 2007
Citi  June 2007 - August 2007
Telsey Advisory Group   August 2006 - May 2007

Skills
Financial Modeling, Management Consulting, CRM, Investments, Financial Analysis, Equity Research, Analysis, French, PowerPoint, Strategic Sourcing, Business Analysis, Research, Benchmarking, Economics, Corporate Communications, Procurement, Event Planning, Business Relationship..., Financial Reporting, Balanced Scorecard, Presentation Development, Microsoft Excel, Arabic, Finance, Excel, Client Relationship..., Cost Reduction, Cost Savings, PMO, Spin-offs, Mergers & Acquisitions, Human Resources, Incentive Programs, Sales Effectiveness, Change Management, Executive Compensation..., Career Path Planning, Market Pricing, Performance Benchmarking

Education
City University of New York-Hunter College   2004 — 2007
Bachelor's Degree, Economics, 3.71

New York University   2003 — 2004
Computer Engineering

Jonathan Gersch Jonathan Gersch New York, New York Details
Jonathan Gersch's Telsey Advisory Group Experience October 2012 - November 2013
Job Vice President, Investor Relations at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management  January 2014 - Present
Telsey Advisory Group   October 2012 - November 2013
ThinkEquity LLC  February 2005 - September 2012

Education
Colgate University   1999 — 2003
B.A., English

American Institute For Foreign Study - Granada, Spain   2012 — 2012

David Katz David Katz New York, New York Details
David Katz's Telsey Advisory Group Experience February 2015 - Present
Job Managing Director at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group   February 2015 - Present
GreyCap Advisors, LLC   February 2012 - December 2014
Jefferies & Company  April 2010 - December 2011
CIBC World Markets / Oppenheimer & Company   December 2001 - April 2010
Harlyn Textile Mills/Ozzie Industries, Inc.   June 1991 - August 2001

Skills
Equity Research, Capital Markets, Financial Advisory, Corporate Development, Investment Banking, Hedge Funds, Equities, Private Equity, Alternative Investments, Valuation, Fixed Income, Investor Relations, Financial Modeling, Trading, Corporate Finance, Emerging Markets, Venture Capital, Investments, Strategy

Education
Columbia Business School   1998 — 2000
MBA, Finance

Lehigh University - College of Business and Economics   1982 — 1986
B.S., Business Finance

Gabriella Papesh Gabriella Papesh San Francisco Bay Area Details
Gabriella Papesh's Telsey Advisory Group Experience February 2011 - February 2013
Job CCO at WestEnd Capital Management
Industry Financial Services
Experience
WestEnd Capital Management   February 2013 - Present
Presidio EES   2013 - Present
Telsey Advisory Group   February 2011 - February 2013
Island Trader Securities   August 2008 - January 2011
LPL Financial  January 2007 - August 2008

Skills
•Series 7, Series 24,..., •Basic Spanish Fluency, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Moxy, Axys, Bloomberg, EMSX, Adobe, Easy Tax Software, Trading, Alternative Investments, Management, Financial Analysis, Equities, Finance

Education
San Francisco State University   2003 — 2006
B.S., Corporate Finance

Tom Forte, CFA Tom Forte, CFA New York, New York Details
Tom Forte, CFA's Telsey Advisory Group Experience March 2007 - June 2014
Job Senior Vice President & Senior Analyst at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC  September 2014 - Present
Telsey Advisory Group   March 2007 - June 2014
Geneva Investment Management  2005 - 2007
Morningstar  September 2004 - December 2005
William Blair and Company  1998 - 2002
BMO Nesbitt Burns  1996 - 1998
Ennis Knupp & Associates  1994 - 1996

Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7

Education
University of Southern California   2002 — 2004

University of Illinois at Urbana-Champaign
BA, Economics

New Trier High School

New Trier High School

Rizwan Sadiq, ASA Rizwan Sadiq, ASA Greater New York City Area Details
Rizwan Sadiq, ASA's Telsey Advisory Group Experience January 2011 - September 2011
Job Director, Investments at The Estée Lauder Companies Inc.
Industry Investment Management
Experience
The Estée Lauder Companies Inc.   September 2014 - Present
PepsiCo  April 2012 - September 2014
Telsey Advisory Group   January 2011 - September 2011
Bank of America Merrill Lynch  June 2010 - August 2010
Watson Wyatt Worldwide  March 2008 - August 2009
Watson Wyatt Worldwide  July 2004 - February 2008
Citigroup  June 2003 - July 2003

Skills
Financial Modeling, Pensions, ALM, Investments, Valuation, Investment Strategies, VBA, Actuarial, Financial Analysis, Risk Management, Funding, Risk, Statistics, Asset Management, Hedging, Portfolio Management, Asset Allocation, Actuarial Science, Finance, Capital Markets, Trading, Investment Management, Financial Risk

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
Master, Business Administration

University of Virginia   2000 — 2004
Bachelor of Arts, Economics and Mathematics, GPA 3.8

KIMS

Lahore University of Management Sciences

Adam Lynn Adam Lynn Greater New York City Area Details
Adam Lynn's Telsey Advisory Group Experience April 2015 - August 2015
Job MBA in Finance Candidate | Equity Research Intern at Telsey Advisory Group
Industry Capital Markets
Experience
Telsey Advisory Group   April 2015 - August 2015
Grayson and Associates, Inc.   January 2013 - June 2014
David Lerner Associates, inc.   September 2012 - January 2013
HTG Capital Partners, LLC  February 2011 - July 2011
The Gelber Group (Previously Four Leaf Trading)   April 2009 - August 2010
Breakwater Trading  December 2006 - April 2009

Skills
Trading, Bonds, Proprietary Trading, Equities, Derivatives, Investments, Securities, Fixed Income, Financial Analysis, Finance, Series 7, Corporate Finance, Valuation, Electronic Trading, Capital Markets, Trading Systems, Interest Rate..., Technical Analysis, Modeling, Bloomberg Terminal, Interest Rates, Financial Modeling, Bloomberg

Education
Baruch College, City University of New York (CUNY)   2014 — 2016
Master of Business Administration (M.B.A.), Finance, 3.71

University of Florida   2002 — 2006
BA, History

Jeremy Sessler Jeremy Sessler Greater New York City Area Details
Jeremy Sessler's Telsey Advisory Group Experience August 2015 - Present
Job Equity Sales
Industry Financial Services
Experience
Telsey Advisory Group   August 2015 - Present
New York Cares  January 2005 - Present
Topeka Capital Markets, Inc  March 2011 - February 2015
JNK Securities  April 2007 - March 2011
Citigroup Global Markets INC.  January 2000 - January 2007

Skills
Equities, Series 7, Series 63, Trading, Options, Bloomberg, Securities, Hedge Funds, Equity Trading, Equity Research, Capital Markets, Asset Management, Electronic Trading, Strategy, Alternative Investments

Education
University at Albany, SUNY   1995 — 1999
BS, Accounting

Fernando Bringas Fernando Bringas Greater New York City Area Details
Fernando Bringas's Telsey Advisory Group Experience June 2012 - May 2013
Job Equity Research Associate at Bank of America
Industry Financial Services
Experience
Bank of America  July 2014 - Present
FBR  July 2013 - June 2014
Telsey Advisory Group   June 2012 - May 2013
cayuga fund llc   September 2011 - May 2012
Department of Investments - NJ Pension Fund   May 2011 - August 2011
Nomura Asset Management  2008 - 2009
Accenture  2005 - 2008

Skills
Financial Statement..., Research, Team Management, Financial Modeling, Valuation, Equity Research, Financial Analysis, Capital Markets, Bloomberg, Equities, Investments, Asset Managment

Education
Cornell University - Johnson Graduate School of Management   2010 — 2012
MBA, Capital Markets & Asset Management

Fairleigh Dickinson University   2000 — 2005
Bachelors of Science, Finance/Economics

Kristin Tafaro Kristin Tafaro Greater New York City Area Details
Kristin Tafaro's Telsey Advisory Group Experience December 2010 - May 2013
Job Roadshow Coordinator, Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2013 - Present
Telsey Advisory Group   December 2010 - May 2013
The JAM Brands  July 2008 - December 2010
KRN Contractors, LLC   August 2007 - July 2008

Skills
Event Management

Education
University of Louisville   2007 — 2009
Master of Science (MS), Sport Administration

University of Louisville   2003 — 2007
Bachelor of Science (BS), Marketing

Jerimiah Booream-Phelps Jerimiah Booream-Phelps Greater New York City Area Details
Jerimiah Booream-Phelps's Telsey Advisory Group Experience June 2010 - August 2010
Job Clean Tech Equity Research Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2012 - Present
Deutsche Bank  June 2011 - August 2011
Hobart and William Smith Colleges  September 2009 - July 2011
Telsey Advisory Group   June 2010 - August 2010
NJ Department of Health & Senior Services  July 2007 - September 2008
The Sergeantsville Inn   August 2005 - July 2007

Skills
Strategic Planning, PowerPoint, Grant Writing, Microsoft Excel, Research, Social Media, Public Speaking, Sustainability, Social Networking, Analysis, Microsoft Word, Community Outreach, Microsoft Office, Data Analysis, Time Management, Nonprofits, Equity Research, Finance, Leadership, Fundraising, Event Planning, Spanish, Teamwork, Customer Service, Team Leadership, Marketing, Outlook, Facebook, Equities, Sales, Economics, Financial Analysis, English, Financial Modeling, Investments, Valuation

Education
Hobart and William Smith Colleges   2008 — 2012
BA, Economics, Environmental Studies, 3.67

Kevin Dorfmeyer Kevin Dorfmeyer New York, New York Details
Kevin Dorfmeyer's Telsey Advisory Group Experience June 2013 - June 2014
Job Planning at Rent The Runway
Industry Retail
Experience
Rent The Runway  June 2014 - Present
Telsey Advisory Group   June 2013 - June 2014
Georgetown University  August 2012 - June 2014
Barclays Capital  September 2008 - June 2012
Lehman Brothers  February 2008 - September 2008
Macy's  2006 - 2008

Skills
Financial Modeling, Valuation, Options, Derivatives, Bloomberg, Equity Research

Education
Georgetown University - The McDonough School of Business
MBA Candidate 2014

The Ohio State University
Economics

James Cakmak, CFA James Cakmak, CFA Greater New York City Area Details
James Cakmak, CFA's Telsey Advisory Group Experience January 2012 - September 2014
Job Internet Equity Research Analyst
Industry Financial Services
Experience
Monness, Crespi, Hardt & Co., Inc.   September 2014 - Present
Telsey Advisory Group   January 2012 - September 2014
Sidoti & Company, LLC   October 2007 - January 2012
Zurich Financial Services  July 2003 - October 2007

Skills
Equity Research, Alternative Investments, Financial Modeling, Economics, Fundraising, Business Development, Investment Banking, Investment Selection, Valuation, Equities, Capital Markets, Investments, Trading, Securities, Equity Valuation

Education
The Johns Hopkins University
BA, Economics, German

Brennan Matthews Brennan Matthews Greater New York City Area Details
Brennan Matthews's Telsey Advisory Group Experience November 2013 - May 2015
Job Equity Research Associate
Industry Capital Markets
Experience
BB&T Capital Markets  June 2015 - Present
Telsey Advisory Group   November 2013 - May 2015
Northland Securities  August 2011 - November 2013
Bank of America Merrill Lynch  October 2010 - May 2011

Skills
Series 7, Series 63, Financial Modeling, Equity Research, Microsoft Excel, Capital Markets, Analytical Reasoning, Microsoft Word, Thomson One Analytics, Series 86/87, Valuation, Finance, Portfolio Management

Education
Marquette University   2007 — 2011
Bachelor of Science (BS), Finance, Economics

Talha Peracha Talha Peracha New York, New York Details
Talha Peracha's Telsey Advisory Group Experience October 2015 - Present
Job Equity Research InternHardlines at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group   October 2015 - Present
ClearSlide  June 2014 - September 2015
University of Michigan Telefund  January 2014 - April 2014
CrossRoads  June 2013 - July 2013
Jones The Grocer LLC   June 2012 - July 2012
Forest Sweaters Ltd.   August 2009 - August 2009

Skills
Accounting, Financial Modeling, Valuation, Economics, Microsoft Excel, Data Analysis, Statistics, Problem Solving, Minitab, Visual Basic, Manufacturing, Open Source, ERP, ERP Implementations, Cold Calling, Microsoft Dynamics ERP, ProModel, Client Rapport, Business Model..., SaaS, Salesforce.com, Microsoft Office, PowerPoint, Leadership, Social Media, Teamwork, Research

Education
University of Michigan   2010 — 2014
B.S.E., Industrial and Operations Engineering, Cum Laude

Timothy O'Connor Timothy O'Connor Greater New York City Area Details
Timothy O'Connor's Telsey Advisory Group Experience March 2009 - October 2011
Job Major Accounts, Sprinklr: Helping brands deliver an optimized experience to their customers
Industry Computer Software
Experience
Sprinklr  January 2015 - Present
Sprinklr  January 2014 - December 2014
Sprinklr  July 2012 - December 2013
Imperial Capital  December 2011 - June 2012
Telsey Advisory Group   March 2009 - October 2011
Merrill Lynch  March 2002 - January 2009

Skills
Social Media, Enterprise Software, Financial Services, SaaS, Social Media Measurement, Solution Selling, Social Media Consulting, Corporate Social Media, Account Management, Sales Management, Thought Leadership, Social Selling, Coaching & Mentoring, Peer Mentoring, Cross Functional Team..., Public Speaking, Creative Writing

Education
College of the Holy Cross   1997 — 2001
Bachelor of Arts (B.A.), English Literature, Italian Language

Darien High School

Martine Olivier Martine Olivier Greater New York City Area Details
Martine Olivier's Telsey Advisory Group Experience March 2014 - March 2015
Job Bookkeeper Executive Assistant at Repeater Communications Group, LLC
Industry Executive Office
Experience
Repeater Communications Group, LLC   March 2015 - Present
Telsey Advisory Group   March 2014 - March 2015
The Tiffen Company  March 2012 - February 2014
CoreyPam1, Inc. d/b/a New York Inkjet, LLC. & Pettway Digital   September 2009 - March 2012
Charter Management Realty Corp   April 2007 - August 2009

Skills
Social Media Marketing, Management, Customer Service, Microsoft Office, Marketing Strategy, Accounting, Marketing, Payroll, Training, Access, Accounts Receivable, Process Scheduler, Accounts Payable, Adobe Creative Suite, Online Marketing, Data Entry, Outlook, HTML, Website Development, Business Development, Microsoft Word, Public Speaking, Microsoft Excel, Human Resources, Sales Support, Sales Presentations, Presentation Development, Reception, Bookkeeping, Web Project Management, Content Development, B2B eCommerce, Bid Preparation, Vendor Relations, Quickbooks, Customer Presentations, Office Administration, Small Business..., Report Writing, Report Generation, Public Relations, Staff Training, Order Entry, Order Processing, Order Management, Project Management, Manufacturing..., Copywriting, Marketing Copy, Administrative...

Education
Nassau Community College   1994 — 1998
Associates, Liberal Arts

Jonathan Matuszewski, CFA Jonathan Matuszewski, CFA Greater New York City Area Details
Jonathan Matuszewski, CFA's Telsey Advisory Group Experience March 2014 - Present
Job Vice President at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group   March 2014 - Present
Telsey Advisory Group   July 2010 - February 2014
Credit Suisse  July 2008 - June 2010
Credit Suisse  June 2007 - August 2007
General Electric Asset Management  May 2006 - August 2006

Skills
Financial Modeling, Valuation, Due Diligence, Statistical Analysis, Business Development, Finance, Analytics, Capital Markets, Corporate Finance, Bloomberg

Education
Babson College   2004 — 2008
Bachelor of Science, Finance

Ridgefield High School   2000 — 2004

Phil U. Payne Phil U. Payne Nashville, Tennessee Details
Phil U. Payne's Telsey Advisory Group Experience September 2015 - Present
Job Equity Research
Industry Capital Markets
Experience
Telsey Advisory Group   September 2015 - Present
Community Health Systems  September 2014 - September 2015
e+CancerCare  December 2013 - September 2014
CapitalSpring  October 2013 - December 2013
Stephens Inc.  March 2013 - September 2013
Masters Investment Learning Center   December 2010 - December 2012
Haslam Torch Fund   September 2011 - October 2012
Tennessee Consolidated Retirement System  May 2012 - August 2012
The Board Room   August 2006 - August 2012
Merrill Lynch  April 2011 - August 2011

Skills
Bloomberg, Finance, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Equity Research, PowerPoint, Equities, Fixed Income, Risk Management, Microsoft Office, Bloomberg Software, Analytics, Excel, Equity Research Analysis, Stock Research, Equity Valuation, Capital Markets, Teamwork, @Risk, Investment Research, Equity Capital Markets, MS Office Suite, Analytic Thinking, Challenge Driven, Intellectually Curious, Salesforce.com, FactSet, Financial Risk

Education
University of Tennessee-Knoxville - College of Business Administration   2011 — 2012
Masters of Business Administration, Finance

University of Tennessee-Knoxville   2008 — 2010
Bachelor of Science, Finance, Accounting

Jeffrey Beesley Jeffrey Beesley New York, New York Details
Jeffrey Beesley's Telsey Advisory Group Experience April 2011 - March 2015
Job VP & Sector Specialist, Institutional Equity Sales at Consumer Edge Research LLC
Industry Financial Services
Experience
Consumer Edge Research LLC  March 2015 - Present
Telsey Advisory Group   April 2011 - March 2015
HRC Portofilio Solutions   January 2009 - April 2011
Lazard Asset Management  May 2008 - January 2009

Skills
Series 7, Equities, Fixed Income, Series 63, Alternative Investments, Investments, Capital Markets, Mutual Funds, Securities, Asset Management, Salesforce.com, Financial Services, Asset Allocation

Education
Loyola University Maryland   1999 — 2003
Bachelor's degree, Economics

Don Bosco Prep   1995 — 1999

Maggie McKenna Maggie McKenna Greater New York City Area Details
Maggie McKenna's Telsey Advisory Group Experience January 2012 - April 2012
Job Planner at Noble People (formerly Ikon3)
Industry Marketing and Advertising
Experience
Noble People (formerly Ikon3)   June 2015 - Present
VCU Brandcenter  August 2013 - May 2015
Cramer-Krasselt  June 2014 - August 2014
Brooks Brothers  June 2012 - August 2013
Telsey Advisory Group   January 2012 - April 2012
Missing Piece Group  July 2010 - December 2011
Girlie Action Media & Marketing  September 2009 - July 2010

Skills
Social Media, Press Releases, Public Relations, New Media, Social Media Marketing, Journalism, Creative Writing, Final Cut Pro, Microsoft Office, Mac OS X, Photography, Communication, Writing, Store Operations, Music Publicity, Entertainment Journalism, Arts Journalism, Photoshop, Made to Measure, Blue Cherry, Special Orders, Strategic Planning, Marketing Strategy, Focus Groups, Quantitative Research, SurveyMonkey, Presentations, Branding & Identity

Education
Virginia Commonwealth University   2013 — 2015
Master's Degree, Advertising - Strategy

Fordham University   2004 — 2008
B.A., Communications & Media Studies

Noelle Murrain Noelle Murrain Los Angeles, California Details
Noelle Murrain's Telsey Advisory Group Experience March 2010 - August 2010
Job Recruitment Delivery Coordinator at ManpowerGroup Solutions
Industry Human Resources
Experience
ManpowerGroup Solutions  September 2013 - Present
Richard Attias & Associates  March 2012 - December 2012
New Leaders for New Schools  April 2011 - November 2011
Regan, Campbell Ward Group   September 2010 - February 2011
Telsey Advisory Group   March 2010 - August 2010
The NewsMarket Inc   March 2009 - June 2009
Atlas Media Corp  December 2007 - May 2008
Tie A Yellow Ribbon, LLC   July 2007 - November 2007
Freelance  April 2006 - December 2006
HarperCollins/Regan Books   May 2005 - February 2006

Skills
Microsoft Office, Mac user, Pro Tools, Final Cut Pro, Blogging, Salesforce.com, Media Pitching, Public Relations, Publicity, Media Tours, Social Media, Photoshop, Books, PowerPoint, Event Planning, Word, Writing, Press Releases, Excel, Outlook, Mac, Illustrator, Dreamweaver, HTML, Media Relations, Proofreading, SugarCRM, Microsoft Excel, Event Management, Social Networking, Facebook, Television, Editorial

Education
The New School for General Studies New   2007 — 2009
Master of Arts, Media Studies & Media Management

Colgate University   1995 — 1999
Bachelor of Arts (B.A.), Psychology and English

Shawne Ashton Shawne Ashton Greater New York City Area Details
Shawne Ashton's Telsey Advisory Group Experience January 2011 - January 2012
Job Manager of Strategic Planning at Zola
Industry Internet
Experience
Zola  July 2014 - Present
Amazon  January 2012 - July 2014
Telsey Advisory Group   January 2011 - January 2012
Gilt Groupe  September 2009 - January 2011
Saks Fifth Avenue  June 2008 - September 2009
The Luxury Marketing Council  January 2008 - May 2008
Tungsten Partners  January 2007 - June 2007
Merrill Lynch  May 2006 - October 2006

Skills
Marketing, Financial Modeling, Financial Analysis, Analysis, Start-ups, E-commerce, Competitive Analysis, Business Development, Business Analysis, SQL, Forecasting, Salesforce.com, Market Research, Merchandising, Marketing Strategy, Analytics, Management, Advanced Microsoft..., P&L Management, Category Management, Category Development, Category Analysis, Negotiation, Microsoft Excel, Team Management, Retail, Categorization, Project Management, Corporate Finance, Pricing, Cross-functional Team..., Vendor Management, Data Analysis, Valuation, Market Analysis, Program Management, New Business Development, Strategic Partnerships, Business Planning, Entrepreneurship, Leadership, CRM, Strategic Planning, Fashion, Team Leadership, Strategy

Education
New York University   2004 — 2008
Economics, Finance

The American University of Paris   2007 — 2007

Traverse City Central High School

Woodland School
Independent

Caroline Cooney Caroline Cooney Los Angeles, California Details
Caroline Cooney's Telsey Advisory Group Experience July 2013 - June 2014
Job Events Manager
Industry Events Services
Experience
FalconBridge Capital Markets   September 2014 - January 2015
Telsey Advisory Group   July 2013 - June 2014
Wolfe Research   July 2012 - June 2013
ICR  May 2010 - July 2012
Superfly Productions  June 2008 - June 2010
The University of Alabama  August 2007 - May 2009
Big Hassle  May 2008 - August 2008

Skills
Press Releases, Public Relations, Event Planning, Marketing, Editing, Newsletters, Budgets, Management, Analysis, CRM, Photoshop, Event Management, Social Media, Recruiting, Research, Social Media Marketing, Microsoft Office

Education
University of Alabama   2005 — 2009
Bachelors in Communication Information Sciences, Public Relations, English, 3.4

Lauren Grass Lauren Grass Washington D.C. Metro Area Details
Lauren Grass's Telsey Advisory Group Experience February 2012 - June 2012
Job Looking for Next Opportunity
Industry Retail
Experience
Gap Inc.  August 2012 - September 2014
Telsey Advisory Group   February 2012 - June 2012
The Frankel Group  June 2011 - August 2011
Conifer Securities  October 2005 - December 2009

Skills
Retail, Inventory Management, Financial Analysis, Inventory Planning, Pricing Strategy, Financial Forecasting, Equity Research Analysis, Market Analysis, Strategic Planning, Leadership, Business Strategy, Analysis, Equity Research

Education
Columbia University - Columbia Business School   2010 — 2012
Master of Business Administration (M.B.A.), Business

University of Virginia   2001 — 2005
BA, American Government

Paul Tufaro Paul Tufaro Greater New York City Area Details
Paul Tufaro's Telsey Advisory Group Experience 2010 - 2012
Job Director, Client Development at Business Talent Group
Industry Management Consulting
Experience
Business Talent Group  2013 - Present
Telsey Advisory Group   2010 - 2012
Vertical Partners   May 2009 - July 2009
AlpInvest Partners  2006 - 2008
Credit Suisse  2004 - 2006

Skills
Private Equity, Financial Modeling, Valuation, Business Strategy, Strategy, Corporate Finance, Investments, Equity Research, Business Development, Investment Banking, Fundraising, Financial Analysis, M&A execution, LBO, Capital Markets, Alternative Investments, New Business Development, Fixed Income, Equities, Leveraged Finance, Financial Statement..., Management Due Diligence, Sales Management, Complex Sales, Consulting, Marketing Strategy, Sales

Education
Georgetown University - The McDonough School of Business   2008 — 2010
MBA

Emory University - Goizueta Business School   2000 — 2004
BBA, Finance

Walt Whitman HS   1996 — 2000
High School

Chris Egan Chris Egan Greater New York City Area Details
Chris Egan's Telsey Advisory Group Experience September 2012 - December 2012
Job Equity Analyst
Industry Investment Banking
Experience
Copperhead Capital LLC   2014 - Present
Oppenheimer & Co.   December 2012 - March 2014
Telsey Advisory Group   September 2012 - December 2012
Merrill Lynch  September 2010 - May 2011

Skills
Financial Modeling, Equity Valuation, Financial Analysis, Capital Markets, DCF Valuation, Bloomberg Terminal, Special Situations, US Equities, Investments, Asset Management

Education
University of South Florida - College of Business Administration   2006 — 2011
Bachelor of Science (B.S.), Finance

Catriona Williams Catriona Williams Greater New York City Area Details
Catriona Williams's Telsey Advisory Group Experience January 2011 - June 2012
Job Freelance Administrative Professional
Industry Writing and Editing
Experience
American Appraisal  June 2012 - May 2015
Telsey Advisory Group   January 2011 - June 2012
Northern Transcripts   March 2007 - February 2010
Celtic Transcripts   February 2005 - March 2007

Skills
Salesforce.com, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Due Diligence, Google Chrome, Windows, Management, HTML, CSS, FTP software

Education
Manhattan College   2000 — 2004
Bachelor of Arts (B.A.), Industrial and Organizational Psychology

Lowell Wiener Lowell Wiener New York, New York Details
Lowell Wiener's Telsey Advisory Group Experience October 2013 - March 2014
Job Analyst/Associate
Industry Financial Services
Experience
GE Capital  March 2014 - Present
Telsey Advisory Group   October 2013 - March 2014
CPM Group  September 2012 - October 2013
Martin Scott Wines, Ltd.   June 2007 - September 2012
Allied Supply Inc.  June 2002 - August 2006

Skills
Corporate Finance, Asset Managment, Fundamental Analysis, Commodity Markets, Financial Statement..., Equity Valuation, Equity Research, Market Valuation, Technical Data Analysis, Strategic Financial..., Forecasting, Sales Operations, Large-Scale Budget &..., Budget Forecasts, Operations Management, Inventory Management, Inventory Forecasting, Hedge Funds, Asset Management, Bloomberg Terminal, Valuation, Financial Modeling, Private Equity, Economics, Financial Analysis, Financial Planning, Capital Markets, Finance, Portfolio Management, Strategy, Equities, Business Analysis, Bloomberg, Management

Education
NYU Stern School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance, Quantitative Finance, Accounting

SUNY at Buffalo   2003 — 2007
Bachelor's Degree, Specialization: International Business and World Trade

Commack High School   1999 — 2003

Andrew Chambers Andrew Chambers Greater Denver Area Details
Andrew Chambers's Telsey Advisory Group Experience February 2010 - April 2011
Job SVP/Principal at GLC Business Services
Industry Facilities Services
Experience
GLC Business Services  April 2011 - Present
Telsey Advisory Group   February 2010 - April 2011
AllianceBernstein  June 2008 - February 2010
Bear Stearns  2007 - 2008
Right Wall Capital   2005 - 2005

Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Investment Banking, Management, Wealth Management, Corporate Finance, Investments, Leadership, CRM, New Business Development, Mergers & Acquisitions, Due Diligence

Education
Middlebury College   2004 — 2008
BA, Economics

pittsford sutherland

pittsford sutherland

Albert Periu Albert Periu San Francisco Bay Area Details
Albert Periu's Telsey Advisory Group Experience January 2012 - October 2012
Job Head of Capital Markets, Funding Circle USA
Industry Financial Services
Experience
Funding Circle USA  October 2012 - Present
Prolific Interactive  April 2013 - January 2015
Telsey Advisory Group   January 2012 - October 2012
FBR  December 2005 - November 2011
Merrill Lynch  2003 - 2005
Deutsche Bank  2001 - 2003

Skills
Valuation, Financial Modeling, Investment Banking, Equities

Education
Georgetown University - The McDonough School of Business   1997 — 2001
BSBA, Finance, International Business

St. Joseph's High School

Karina Melamed, CPA Karina Melamed, CPA Greater New York City Area Details
Karina Melamed, CPA's Telsey Advisory Group Experience December 2010 - March 2011
Job Associate Manager at The Siegfried Group
Industry Financial Services
Experience
Citi Capital Advisors  July 2011 - November 2012
Telsey Advisory Group   December 2010 - March 2011
Livingston Securities  May 2010 - August 2010
PricewaterhouseCoopers  September 2006 - September 2009
Viacom, Inc.   January 2005 - January 2006
Sumitomo Mitsui Banking Corporation  March 2004 - November 2004

Skills
Financial Modeling, Valuation, Fixed Income, Corporate Finance, Financial Reporting, Hedge Funds, Auditing, Capital Markets, Investments

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
MBA

Pace University - Lubin School of Business   2003 — 2006
BBA

Daniel J. Busch Daniel J. Busch Orange County, California Area Details
Daniel J. Busch's Telsey Advisory Group Experience May 2010 - January 2011
Job Real Estate Research Analyst at Green Street Advisors
Industry Research
Experience
Green Street Advisors  January 2011 - Present
Telsey Advisory Group   May 2010 - January 2011
Telsey Advisory Group   February 2009 - May 2010
PETCO Animal Supplies, Inc.   December 2005 - July 2008

Skills
Financial Modeling, Financial Analysis, Equity Research, Valuation, Bloomberg, Corporate Finance, Equity Valuation, Microsoft Excel, Equities, Private Equity, Due Diligence, Asset Allocation, Series 7, Securities, Real Estate Economics, Real Estate, Commercial Real Estate

Education
New York University, Stern School of Business   2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance

Cornell University   2001 — 2004
Bachelor of Science (B.S.), Applied Economics and Management

John Legacki John Legacki Orange County, California Area Details
John Legacki's Telsey Advisory Group Experience August 2007 - September 2009
Job Account Executive at Anaplan
Industry Computer Software
Experience
Anaplan  July 2015 - Present
Clarabridge  March 2014 - June 2015
GoodData  October 2012 - March 2014
Oracle/RightNow Technologies   October 2010 - October 2012
Auriga USA, LLC  October 2009 - November 2010
Telsey Advisory Group   August 2007 - September 2009
Roth Capital Partners  October 2005 - August 2007

Skills
SaaS, Strategic Partnerships, Salesforce.com, CRM, New Business Development, Sales, Sales Operations, Account Management, Business Intelligence, Enterprise Software, Solution Selling, Analytics, Business Strategy, Cloud Computing, Lead Generation, Marketing Strategy, Professional Services, Sales Process, Start-ups, Strategy

Education
University of California, Santa Barbara   1997 — 2001

Patrick Brand Patrick Brand New York, New York Details
Patrick Brand's Telsey Advisory Group Experience August 2010 - December 2010
Job Director of Client Services at Global Language & Business Solutions Company
Industry Translation and Localization
Experience
Global Language & Business Solutions Company   August 2015 - Present
Global Language & Business Solutions Company   September 2013 - Present
McKinney Rogers  April 2013 - September 2013
Fresenius Medical Care  February 2013 - April 2013
Arcadia Investment Partners  December 2010 - December 2012
Telsey Advisory Group   August 2010 - December 2010
Noble Media Management   September 2009 - July 2010
My Good Girl Music - Sony/ATV Publishing   August 2008 - December 2008
Red Light Management  August 2008 - December 2008
I.E.B.A.   May 2008 - August 2008

Skills
Publicity, Entertainment, Music Industry, Account Management, Project Management, Investor Relations, Qualitative Research, Event Planning, Client Relations Skills, Management Consulting, Research

Education
Belmont University   2005 — 2009
Bachelor of Business Administration (BBA)

Sally Rong Sally Rong New York, New York Details
Sally Rong's Telsey Advisory Group Experience November 2014 - April 2015
Job Associate at Telsey Advisory Group
Industry Investment Banking
Experience
Telsey Advisory Group   November 2014 - April 2015
UBS Investment Bank  February 2014 - November 2014
KPMG UK  October 2012 - February 2014

Skills
Valuation, Economics, Corporate Finance, Due Diligence, Strategy, Private Equity, Risk Management, Analysis, Financial Modeling

Education
University College London, U. of London   2010 — 2011
Masters, International Public Policy

The University of Connecticut   2006 — 2010
Bachelor of Science in Business, Finance and International Studies

National University of Singapore Business School   2008 — 2009
Full-year Study Abroad, Finance

Danbury High School   2002 — 2006
Diploma

Cynthia Liu Cynthia Liu Palo Alto, California Details
Cynthia Liu's Telsey Advisory Group Experience June 2010 - August 2010
Job Business Analyst at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company  July 2013 - Present
Soros Fund Management  August 2012 - September 2012
IMC Financial Markets  June 2012 - August 2012
United States Department of the Treasury  March 2012 - June 2012
Credit Suisse  August 2011 - September 2011
Stanford University Economics Department   June 2011 - August 2011
Telsey Advisory Group   June 2010 - August 2010

Education
Stanford University   2012 — 2013
Master of Science (M.S.), Management Science and Engineering

Stanford University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Groton School   2004 — 2009

Brian T. Davis Brian T. Davis Greater New York City Area Details
Brian T. Davis's Telsey Advisory Group Experience July 2015 - Present
Job Equity Research Associate at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group   July 2015 - Present
Merrill Lynch  2012 - 2015
Wells Fargo Securities  2010 - 2012
MKM Partners  May 2008 - August 2008
Davis Capital Management   2004 - 2007

Skills
Equity Valuation, Research, Telecommunications, Financial Modeling, Equity Research, Financial Analysis, Banking, Investments, Portfolio Management, Equities

Education
Duke University - The Fuqua School of Business   2007 — 2009
MBA, Finance

SDA Bocconi   2009 — 2009
MBA, Finance

Vanderbilt University
BA, Psychology/Business Admin

Lauren Rothberg Lauren Rothberg New York, New York Details
Lauren Rothberg's Telsey Advisory Group Experience July 2012 - March 2013
Job Associate Manager, Global Marketing at Michael Kors
Industry Apparel & Fashion
Experience
Michael Kors  May 2015 - Present
Michael Kors  April 2013 - May 2015
Telsey Advisory Group   July 2012 - March 2013
Telsey Advisory Group   June 2011 - August 2011

Skills
Marketing, Marketing Strategy, Luxury Brand Marketing, Digital Marketing, Social Media Marketing, Product Marketing, Online Marketing, 360 Campaigns, Campaign Management, Market Research, Campaign Development, Multi-channel Campaign..., Luxury Goods, Integration, Social Media Measurement, Digital Media, Digital Strategy, Cross-functional Team..., Leadership, Driving Results, Strategic Planning, Strategic Communications, Creative Strategy, Creative Briefs, Competitive Analysis, Competitive Marketing...

Education
University of Pennsylvania   2008 — 2012
Bachelor of Arts (BA), History

Charles Johnston Charles Johnston Greater New York City Area Details
Charles Johnston's Telsey Advisory Group Experience June 2012 - November 2012
Job Analyst MLPs & Coal Producers at CreditSights
Industry Financial Services
Experience
CreditSights  September 2014 - Present
CreditSights  November 2012 - September 2014
Telsey Advisory Group   June 2012 - November 2012
ASG Capital   May 2009 - August 2009

Skills
Financial Modeling, Equity Research, Corporate Finance, Valuation, Report Writing, Factset, Equity Valuation, Credit Analysis, Fixed Income Research, Energy, Investment Analysis, Financial Statement..., Fundamental Analysis, Midstream, Industry Research, Bloomberg, Capital Markets, Fixed Income, Power Generation, Natural Gas

Education
Florida International University
Master of Science, Finance

University of Central Florida
Bachelor of Science, Business Administration; Finance

Stephen Costanza Stephen Costanza Tuckahoe, New York Details
Stephen Costanza's Telsey Advisory Group Experience June 2010 - August 2010
Job Associate Accountant at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company  November 2013 - Present
New York Yankees  June 2013 - August 2013
Imperium Inc  January 2013 - May 2013
American University  2009 - 2012
Telsey Advisory Group   June 2010 - August 2010
New York Legislative Service - Legislative History   June 2007 - August 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Non-profits, Sports, Editing, Social Networking, English, Data Analysis

Education
American University   2012 — 2013
Master of Science (MS), Accounting

American University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Brian Innes Brian Innes Los Angeles, California Details
Brian Innes's Telsey Advisory Group Experience 2010 - 2012
Job MBA Candidate at UCLA Anderson
Industry Investment Banking
Experience
Bank of America Merrill Lynch  2014 - 2014
Credit Suisse  2012 - 2012
Telsey Advisory Group   2010 - 2012
Telsey Advisory Group   2009 - 2010
Telsey Advisory Group   2008 - 2009
Bear Stearns & Co.   2005 - 2005

Skills
Equity Research, Equity Valuation, Bloomberg, Series 7, Equities, Series 63, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Economics, Series 24, Equity Trading, Financial Analysis, Securities, Capital Markets, Alternative Investments

Education
UCLA Anderson School of Management   2013 — 2015
M.B.A., Full-Time Program, Finance

Northwestern University   2005 — 2008
B.A., Economics

Laura Rodgers Laura Rodgers Greater New York City Area Details
Laura Rodgers's Telsey Advisory Group Experience March 2008 - August 2008
Job Associate at CTF Development International
Industry Venture Capital & Private Equity
Experience
CTF Development International   July 2014 - Present
Solera Capital  May 2010 - April 2014
Telsey Advisory Group   March 2008 - August 2008

Skills
Valuation, Financial Modeling, Private Equity, Due Diligence, Venture Capital, Mergers, Microsoft Excel, Equity Research, Research, Microsoft Office, Corporate Finance

Education
Barnard College   2007 — 2010
BA

Reed College   2006 — 2007

Spence   1993 — 2006

Christopher Sinnott Christopher Sinnott Greater New York City Area Details
Christopher Sinnott's Telsey Advisory Group Experience September 2013 - June 2014
Job
Industry Financial Services
Experience
Telsey Advisory Group   September 2013 - June 2014
ASCAP  January 2013 - September 2013
ASCAP  January 2011 - December 2012

Education
NYU Stern School of Business
MBA Candidate, Langone Part-Time Program, Finance

University of Miami   2005 — 2009
BM, Bachelor of Music Business and Entertainment Industries, May 2009

Buckinghamshire New University   2008 — 2008
Semester Abroad, Global Entertainment Distribution Studies, Spring Semester 2008

Brian Louko, CFA Brian Louko, CFA Boston, Massachusetts Details
Brian Louko, CFA's Telsey Advisory Group Experience 2013 - May 2013
Job Research Analyst at MAST Capital Management
Industry Investment Management
Experience
MAST Capital Management  2014 - Present
Kwoller   2014 - Present
Embed.ly   2010 - Present
American Airlines  May 2013 - August 2013
Telsey Advisory Group   2013 - May 2013
Fidelity Investments  2006 - 2012

Skills
Hedge Funds, Credit Risk, Financial Modeling, Alternative Investments, Financial Analysis, Capital Markets, Strategic Financial..., Risk Management, Investment Strategies, Investment Management, Credit Analysis, Non-profit Consulting, Restructuring, Business Development, Business Strategy, Mergers & Acquisitions, Financial Risk..., Valuation, Equity Research, Distresse, Debt Restructuring, Debt, Start-up Ventures, Non-profit Leadership, Non-profit Board..., Prime Brokerage, Start-ups, Distressed Debt, Bloomberg, Equities, Corporate Finance, Investments, Value Investing

Education
Columbia Business School   2012 — 2014
Master of Business Administration (M.B.A.)

Chartered Financial Analyst Institute   2007 — 2009
CFA Charterholder

Northeastern University   2000 — 2005
Bachelor of Science in Business, Finance/Accounting

Joe Knudson Joe Knudson San Francisco Bay Area Details
Joe Knudson's Telsey Advisory Group Experience June 2012 - August 2012
Job Business Analyst at Facebook
Industry Internet
Experience
U.S. Cellular   January 2014 - January 2015
Las Vegas Sands Corporation  September 2012 - October 2013
Telsey Advisory Group   June 2012 - August 2012
MD Global Partners, LLC  December 2011 - January 2012
Smart Online  May 2011 - July 2011
Self Employed  August 2009 - April 2011

Skills
Corporate Finance, Microsoft Excel, Financial Analysis, Equity Research, Capital Markets, PowerPoint, Bloomberg, Financial Modeling, Valuation

Education
Duke University - The Fuqua School of Business   2011 — 2012
Master of Management Studies

The University of Iowa   2005 — 2009
Bachelor of Science, Psychology

Jonathan McLeman Jonathan McLeman Greater New York City Area Details
Jonathan McLeman's Telsey Advisory Group Experience November 2014 - April 2015
Job Supervisory Development Associate at FRBNY.
Industry Banking
Experience
Federal Reserve Bank of New York  July 2015 - Present
NYU Stern School of Business  July 2013 - July 2015
Telsey Advisory Group   November 2014 - April 2015
Standard & Poor's   June 2014 - August 2014
United States Marine Corps  February 2012 - July 2012
United States Marine Corps  October 2010 - March 2012
United States Marine Corps  June 2010 - October 2010
United States Marine Corps  October 2007 - June 2010

Skills
Military Operations, Signals Intelligence, Electronic Warfare, Russian, Information Operations, Training, DoD, Management, Operational Planning

Education
New York University, Stern School of Business   2013 — 2015
Master of Business Administration (MBA) 2015, Finance, General

Trinity College-Hartford   2003 — 2007
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies

Simeon Siegel, CFA Simeon Siegel, CFA Greater New York City Area Details
Simeon Siegel, CFA's Telsey Advisory Group Experience 2006 - 2007
Job Executive Director, Equity Research at Nomura Securities
Industry Financial Services
Experience
Nomura Securities  June 2013 - Present
J.P. Morgan   July 2011 - June 2013
Janney/FBR   January 2009 - July 2011
Goldman Sachs  2007 - 2009
Telsey Advisory Group   2006 - 2007

Skills
Equity Research, Capital Markets, Investment Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Bloomberg, Corporate Finance, Investments, Due Diligence, Asset Management, Investment Banking, Private Equity, Alternative Investments, Equity Valuation, Portfolio Management, LBO, Trading, Securities, Series 7, Options, Series 63, Equity Derivatives, FINRA, Financial Markets, Investment Strategies, Financial Analysis, Bloomberg Terminal, Asset Allocation, DCF, Derivatives, Emerging Markets, Bonds

Education
Columbia University in the City of New York   2003 — 2006
BA, Economics and Philosophy

James Babiarz James Babiarz Greater New York City Area Details
James Babiarz's Telsey Advisory Group Experience March 2006 - March 2011
Job Administrative Assistant at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  November 2010 - Present
Citi  2011 - 2012
Telsey Advisory Group   March 2006 - March 2011
DAWSON CAPITAL MANAGEMENT, Inc   April 2010 - September 2010
Telsey Advisory Group   March 2006 - April 2010
BEAR STEARNS & Co  November 2002 - March 2006

Skills
Editing, Bloomberg, Research, Strategic Planning, Management, Press Releases, Microsoft Excel, Human Resources, Salesforce.com

Education
Marist College   1998 — 2002
BA, History

Jeffrey Rairan Jeffrey Rairan Greater New York City Area Details
Jeffrey Rairan's Telsey Advisory Group Experience July 2012 - Present
Job Director of Operations
Industry Financial Services
Experience
Telsey Advisory Group   July 2012 - Present
Gleacher & Company  August 2008 - September 2011
American Technology Research  September 2002 - August 2008
SoundView Technology Group  September 1997 - September 2002
Nutmeg Securities, Ltd.   December 1993 - September 1997

Skills
Series 7, 63, 24, Alert, Oasys , Oasys..., Fidessa, JP Morgan Clearing Corp..., Pershing Clearing, Bloomberg OMS, GLOS, XTIVA, Microsoft Office, DTC Settlements, International ..., F/X, Futures, Fixed Income, Reconciliations, Process Improvement, Project Management, Broadridge/ADP, Sungard, Entrepreneur, Team Building, Vendor Management, Change Management, Series 63, Entrepreneurship, Account Reconciliation, Series 7, Trading, Bloomberg, Equities, Equity Trading, Series 24, Risk Management, Trading Systems, Operations Management, Options, Electronic Trading, Equity Derivatives, FINRA, Hedge Funds, Investments, Securities, Settlement, Alternative Investments, Capital Markets, Portfolio Management

Education
Bryant College   1990 — 1993
B.S, Business Administration

Norwalk Community College   1989 — 1990
Associates, Finance and Banking

Dylan Duffy Dylan Duffy Weston, Connecticut Details
Dylan Duffy's Telsey Advisory Group Experience May 2015 - Present
Job Student at University of Delaware Lerner College of Business and Economics
Industry
Experience
Telsey Advisory Group   May 2015 - Present
ICR  May 2014 - August 2014
ICR  May 2013 - August 2013
Splash Restaurant  May 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Public Speaking, Bloomberg Terminal, Critical Thinking, Customer Service, Leadership

Education
University of Delaware - Lerner College of Business and Economics   2013 — 2017

Fairfield College Preparatory School   2009 — 2013

Andrew Winkler Andrew Winkler Greater New York City Area Details
Andrew Winkler's Telsey Advisory Group Experience April 2009 - August 2009
Job 2nd Lieutenant at US Army (Signal Corps)
Industry Research
Experience
Telsey Advisory Group   April 2009 - August 2009
Johnson Associates  2008 - 2009
AllianceBernstein  2006 - 2007
Trillium Securities   2005 - 2006

Skills
Portfolio Management, Financial Modeling, Equities, Investments, Hedge Funds, Fixed Income, Management Consulting, Due Diligence, Management, Finance, Derivatives, Valuation, Financial Services, Economics, Market Research, Business Strategy, Corporate Finance, Risk Management, Venture Capital, Data Analysis, Financial Analysis, Securities, Bloomberg, Business Analysis, Investment Banking, Capital Markets, Private Equity, Strategy

Education
Rutgers, The State University of New Jersey-New Brunswick   2001 — 2005
BA

United States Army Officer Candidate School

Sarang Vora, CFA Sarang Vora, CFA Greater New York City Area Details
Sarang Vora, CFA's Telsey Advisory Group Experience July 2015 - Present
Job
Industry Investment Banking
Experience
Telsey Advisory Group   July 2015 - Present
Janney Capital Markets  April 2009 - Present
Banc of America Securities  January 2006 - April 2009
HDFC Bank  2002 - 2004

Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Financial Accounting, Bloomberg, Derivatives, Retail, Financial Analysis, Forecasting, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Banking, Equity Valuation, Fixed Income

Education
Chartered Accountant
Chartered Accountant, Finance & Accounting

Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance and Financial Management Services

James Hurley James Hurley Greater Boston Area Details
James Hurley's Telsey Advisory Group Experience 2006 - 2007
Job
Industry Gambling & Casinos
Experience
IGT  February 2015 - Present
Ralph Lauren  2007 - February 2015
Telsey Advisory Group   2006 - 2007
W Hotels  2005 - 2006
Bear, Stearns & Co. Inc.   2000 - 2005

Skills
Investor Relations, Public Relations, Apparel, Marketing, Financial Modeling, Retail, Equity Research, Management, Microsoft Excel, Valuation, Advertising, Business Development, Investments, Event Planning, Fashion, Corporate Communications, Competitive Analysis, PowerPoint, Business Strategy, Financial Analysis

Education
Columbia University in the City of New York
BA

Northwestern University - Kellogg School of Management
MBA

Nina Olman Aicardi Nina Olman Aicardi Greater New York City Area Details
Nina Olman Aicardi's Telsey Advisory Group Experience 2008 - June 2010
Job
Industry Financial Services
Experience
Profit Investment Management  2010 - Present
Telsey Advisory Group   2008 - June 2010
Deutsche Bank  2006 - 2008
EBRD (European Bank for Reconstruction and Development)   September 2002 - July 2004
U.S. Bancorp Libra   1999 - 2001

Education
Columbia University - Columbia Business School   2004 — 2006
MBA

Stanford University   1995 — 1999
BA

Sonia Mondor Sonia Mondor New York, New York Details
Sonia Mondor's Telsey Advisory Group Experience February 2010 - February 2012
Job Conversion Partners
Industry Investment Management
Experience
Conversion Partners  March 2012 - Present
Telsey Advisory Group   February 2010 - February 2012
City Light Capital  June 2009 - September 2009
Citigroup  August 2005 - June 2008
Citigroup  October 2003 - July 2005
Deutsche Bank  June 2002 - October 2003

Skills
Investment Banking

Education
New York University - Leonard N. Stern School of Business   2006 — 2009
MBA, Finance & Strategy

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1998 — 2002
BSBA, Business

Nichole Saland Nichole Saland Greater New York City Area Details
Nichole Saland's Telsey Advisory Group Experience March 2013 - Present
Job Managing Director Head of Corporate Access/Research Operations at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group   March 2013 - Present
Telsey Advisory Group   March 2007 - March 2013
Telsey Advisory Group   February 2006 - March 2007
Bear Stearns  2000 - 2006
PaineWebber  1999 - 2000

Skills
Salesforce.com, Event Planning, Financial Services, Management, Conference Coordination, Event Management, International Event..., Roadshows, Sales Operations, Microsoft Excel, FrontPage, Microsoft Office, Equity Research, Analysis, Investments, Market Research, Capital Markets, Financial Modeling, Bloomberg, Asset Management, Financial Analysis

Education
City University of New York-Baruch College   1993 — 1997
B.A., English Literature

Joe Feldman Joe Feldman Greater New York City Area Details
Joe Feldman's Telsey Advisory Group Experience 2006 - Present
Job Managing Director at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group   2006 - Present
Cowen and Company  2004 - 2005
Bear Stearns  2000 - 2004
Saks Fifth Avenue  1993 - 1997

Skills
Hedge Funds, Valuation, Equity Research, Equities

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
MBA, Finance, Accounting

Brandeis University   1989 — 1993
BA, American Studies, Art History

Ms. Julian Ho Ms. Julian Ho New York, New York Details
Ms. Julian Ho's Telsey Advisory Group Experience June 2013 - August 2013
Job MBA Graduate, Class of 2014 at Cornell University S.C. Johnson Graduate School of Management
Industry Financial Services
Experience
Cornell University - S.C. Johnson Graduate School of Management   August 2012 - Present
Telsey Advisory Group   June 2013 - August 2013
Deloitte  April 2011 - November 2011
Sansar Capital Management   August 2010 - March 2011
Principled Capital Management  April 2008 - May 2010
United Airlines  July 2006 - March 2008

Skills
Investments, Financial Analysis, Valuation, Alternative Investments, Finance, Sarbanes-Oxley Act, Hedge Funds, Financial Modeling, Equity Research, Private Equity, Accounting, Strategy, Analysis, Corporate Finance, Management, Asset Management, Portfolio Management

Education
Cornell University - S.C. Johnson Graduate School of Management   2012 — 2014
MBA Candidate, Class of 2014

Cornell University

University of Arizona, Eller College of Management
Bachelor, Accounting

University of Illinois at Urbana-Champaign - College of Business
Master, Accounting

Melissa Lyte Melissa Lyte Greater New York City Area Details
Melissa Lyte's Telsey Advisory Group Experience 2006 - 2007
Job Office Administrator / EA to the Chief Merchandising Officer and Chief Marketing Officer at Rue La La
Industry Retail
Experience
Rue La La  October 2013 - Present
Sweeney, Johnson & Scates   January 2012 - September 2013
Barnes & Noble Inc.   August 2007 - December 2011
Skin Cancer Foundation   2007 - 2007
Telsey Advisory Group   2006 - 2007
Zagat Survey  2002 - 2007
Benetton USA   2001 - 2002
Rena Lange  2000 - 2001

Skills
Microsoft Excel, Microsoft Word, Access, Travel Planning, Online Research, Database Administration, Time Management, Logistics, PowerPoint, Follow Through, Event Management, Outlook, Event Planning, Merchandising, Customer Service, Office Administration, Administrative..., Microsoft Office, Spreadsheets, Administrative...

Education
Brooklyn Technical   1986 — 1990

City University of New York

Morgan State University

Lara Gorton Lara Gorton Greater New York City Area Details
Lara Gorton's Telsey Advisory Group Experience May 2009 - January 2010
Job Account Director at ISG
Industry Financial Services
Experience
Information Services Group  April 2012 - Present
Telsey Advisory Group   May 2009 - January 2010
Sanford C. Bernstein & Co. LLC   June 2000 - March 2009
Smith Barney  October 1996 - March 2000

Skills
Program Management, Financial Services, Equity Research, Consulting, Management, Financial Analysis, Mergers & Acquisitions, Sales, Outsourcing, Management Consulting, Competitive Analysis, Business Transformation, Business Development, Business Process..., Strategy, Business Strategy, Financial Modeling

Education
ALMA Scuola di Cucina   2011 — 2011
Professional Certificate, Cuisine

Lafayette College   1986 — 1990
Bachelor of Arts (BA), International Affairs

Lauren Staudinger Lauren Staudinger Greater New York City Area Details
Lauren Staudinger's Telsey Advisory Group Experience December 2008 - July 2009
Job Manager at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers  July 2014 - Present
JPMorgan Chase  April 2013 - July 2014
PricewaterhouseCoopers  August 2011 - April 2013
Telsey Advisory Group   December 2008 - July 2009
Lehman Brothers  July 2003 - August 2008

Skills
Capital Markets, Financial Risk, Management Consulting, Banking, Equity Research, Private Equity, Valuation, Financial Modeling, Due Diligence, Hedge Funds

Education
NYU Stern School of Business   2009 — 2011
MBA, Finance, Strategy

University of Pennsylvania   1999 — 2003
Bachelor of Science (BS), Economics

University of Pennsylvania - The Wharton School   1999 — 2003

Olma Fuentes Olma Fuentes Greater New York City Area Details
Olma Fuentes's Telsey Advisory Group Experience September 2008 - May 2009
Job Global Knowledge Manager, Energy at Korn Ferry
Industry Management Consulting
Experience
Korn Ferry  February 2015 - Present
Korn Ferry  May 2014 - Present
Reputation Institute  March 2012 - May 2014
Reputation Institute  July 2010 - March 2012
Telsey Advisory Group   September 2008 - May 2009
Smith Barney  May 2008 - August 2008

Skills
Financial Modeling, Economics, Equities, Research, Market Research, Microsoft Excel, Consulting, Presentations, Qualitative Research, Equity Research, Report Writing, Writing, Magazine Management, Case Studies, Editorial Process, Management, Content Management, Content Production, Finance, Management Consulting, Data Analysis, Analytics, Project Management, Market Analysis, Competitive Analysis, PowerPoint, Reputation Management, Reputation, Financial Analysis, Financial Accounting, Conducting Interviews, Client Presentation, Copy Editing, Creative Writing, Business Writing, Quantitative Research, Competitive Intelligence, Strategy, Analysis, Interviews

Education
Fordham University - Graduate School of Business Administration   2007 — 2009
Master of Business Administration (MBA), Finance

Williams College   1999 — 2003
B.A., American Studies

Christopher Jones Christopher Jones New York, New York Details
Christopher Jones's Telsey Advisory Group Experience June 2008 - 2014
Job Managing Director Senior Gaming Analyst at Union Gaming
Industry Financial Services
Experience
Union Gaming   November 2014 - Present
Telsey Advisory Group   June 2008 - 2014
Oppenheimer & Co.   June 2006 - January 2008
Jefferies Asset Management  August 2005 - May 2006
Oppenheimer & Co.   May 2004 - August 2005
Merrill Lynch  March 2002 - May 2004
Lehman Brothers  May 2000 - March 2002
Saks Incorporated  March 1998 - May 2000

Skills
Equities, Equity Research, Valuation, Financial Modeling, Hedge Funds, Investments, Asset Managment, Capital Markets, Series 7, Bloomberg, Portfolio Management, Alternative Investments, Fixed Income, Buy-side, Series 63, Equity Valuation, Corporate Finance, Financial Analysis, Retail, Securities, Stock Picking, Emerging Markets, Financial Reporting, High Yield

Education
Boston University - School of Management   1993 — 1997
Bachelor of Science (BS)

Tabor academy

Tabor academy

Greg Kops Greg Kops Greater New York City Area Details
Greg Kops's Telsey Advisory Group Experience March 2014 - August 2015
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2015 - Present
Telsey Advisory Group   March 2014 - August 2015
MKM Partners  2012 - 2012
Citi  2005 - 2011

Skills
Equities, Hedge Funds, Series 7, Portfolio Management, Bloomberg

Education
Pepperdine University   1998 — 2002

The Pomfret School   1996 — 1998

Jennifer Milan Jennifer Milan Greater New York City Area Details
Jennifer Milan's Telsey Advisory Group Experience January 2014 - April 2014
Job Director, Investor Relations at Dice Holdings, Inc.
Industry Capital Markets
Experience
DHI Group, Inc.   January 2015 - Present
Telsey Advisory Group   January 2014 - April 2014
FTI Consulting  October 2011 - November 2013
Sterne Agee  September 2008 - October 2011
ICR, Inc.   July 2007 - May 2008
Ryan Beck & Co.   June 2004 - January 2007
Qwest Communications  January 2001 - October 2001
Delia Associates  November 1999 - November 2000
A.G. Edwards & Sons, Inc.   December 1994 - September 1999

Skills
Equity Research, Capital Markets, Investments, Investor Relations, Equities, Valuation, Financial Modeling, Financial Analysis, Series 7, Business Strategy, Corporate Communications, Due Diligence, Strategy, Finance, Analysis, Market Research, Securities, Communications Strategy, Executive-level Advisory, Industry Research, Oral & Written..., Retail & Consumer Sector

Education
Rutgers University-New Brunswick   2003 — 2004
BA and MBA, Finance, Economics, Psychology

Rutgers, The State University of New Jersey-Newark   2002 — 2004
BA, Pyschology

David Daich, PRM, CQF David Daich, PRM, CQF New York, New York Details
David Daich, PRM, CQF's Telsey Advisory Group Experience December 2010 - May 2011
Job Quantitative Risk Manager
Industry Financial Services
Experience
New York Life Insurance Company  July 2012 - Present
PRMIA - Professional Risk Managers' International Association  October 2013 - Present
Lazard Capital Markets  August 2011 - July 2012
Telsey Advisory Group   December 2010 - May 2011
BAE Systems  May 2003 - May 2010

Skills
Financial Modeling, Valuation, Financial Analysis, VBA, Bloomberg, Equities, Corporate Finance, Market Risk, Equity Valuation, Fixed Income, Microsoft Excel, MATLAB, Excel, Firm Valuation, Fixed Income Products, Fundamental Research, Machine Learning, Data Mining, Credit Risk, Financial Risk, Financial Risk..., Risk Management, Python, R

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

New York University - Polytechnic School of Engineering
Masters, Electrical Engineering

City University of New York-Brooklyn College
Bachelor, Physics

Courtnay Thomas Courtnay Thomas Greater New York City Area Details
Courtnay Thomas's Telsey Advisory Group Experience May 2008 - July 2009
Job Retail Strategist 703 Advisors
Industry Management Consulting
Experience
703 Advisors   June 2015 - Present
Kurt Salmon Associates  September 2009 - June 2015
Telsey Advisory Group   May 2008 - July 2009
Polo Ralph Lauren  January 2008 - May 2008
Ariel Investments  June 2004 - July 2007

Skills
Management Consulting, Equity Research, Strategy, Business Strategy, Financial Modeling, Retail, Product Development, Investments, Competitive Analysis, Corporate Development, Analytics

Education
Columbia University - Columbia Business School   2007 — 2009
MBA, Management, Retail

Columbia University in the City of New York   2007 — 2009
MBA

Tufts University   2000 — 2004
Bachelor of Arts (BA), Economics and International Relations

Dora Dvir, CPA Dora Dvir, CPA Greater New York City Area Details
Dora Dvir, CPA's Telsey Advisory Group Experience September 2007 - July 2008
Job Managing Director and Shareholder
Industry Accounting
Experience
CBIZ MHM, LLC  September 2015 - Present
Citrin Cooperman  July 2014 - September 2015
Citrin Cooperman  July 2013 - July 2014
Mayer Hoffman McCann CPAs   October 2008 - June 2013
Telsey Advisory Group   September 2007 - July 2008
RSM McGladrey  August 2006 - September 2007
Berenson LLP  October 2003 - August 2006

Skills
GAAP, Payroll, Financial Reporting, Financial Accounting, US GAAP, Auditing, Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, External Audit, Financial Statements, Consolidation, Cash Flow, Financial Analysis, Financial Audits, General Ledger, Revenue Recognition, QuickBooks, Assurance, Account Reconciliation, Cost Accounting, Fixed Assets, Journal Entries, Accounts Receivable, Accruals, Forecasting, Bank Reconciliation, Bookkeeping, Private Equity, Accountants, Tax, SEC filings, Internal Audit, Tax Preparation, Income Tax

Education
New York University   1998 — 2001
Bachelor of Science, Economics

Chesley Snider Chesley Snider Greater New York City Area Details
Chesley Snider's Telsey Advisory Group Experience 2006 - 2007
Job Vice President at CL King & Associates
Industry Financial Services
Experience
CL King & Associates  2007 - Present
Telsey Advisory Group   2006 - 2007
New Vernon Associates   2005 - 2006
Fulcrum Global Partners  2003 - 2004
Bear Stearns  1998 - 2003

Education
United States Naval Academy   1989 — 1993
BS, English

Emily Bye Emily Bye Greater Boston Area Details
Emily Bye's Telsey Advisory Group Experience August 2013 - September 2013
Job
Industry Management Consulting
Experience
Liberty Mutual Insurance  December 2014 - Present
Tuck School of Business at Dartmouth College  August 2012 - June 2014
Telsey Advisory Group   August 2013 - September 2013
Dunkin' Brands  June 2013 - August 2013
Altman Vilandrie & Company  June 2011 - July 2012
Altman Vilandrie & Company  February 2010 - June 2011
Kurt Salmon Associates  August 2007 - November 2008

Skills
Management Consulting, Financial Modeling, Due Diligence, Strategy, Analytics, Competitive Analysis, Business Strategy, Business Modeling, Data Analysis, Market Analysis, Market Research, Segmentation, Strategic Consulting, Entrepreneurship, Economics

Education
Tuck School of Business at Dartmouth   2012 — 2014
Master of Business Administration (M.B.A.)

Duke University   2003 — 2007
Bachelor's Degree, Psychology

Doug Pearl Doug Pearl Greater Boston Area Details
Doug Pearl's Telsey Advisory Group Experience August 2007 - May 2008
Job Vice President at Topeka Capital Markets, Inc
Industry Financial Services
Experience
Topeka Capital Markets, Inc  December 2013 - Present
Boston Financial Corporation   July 2011 - November 2013
CL King & Associates  December 2010 - June 2012
Kaufman Brothers   May 2008 - April 2010
Telsey Advisory Group   August 2007 - May 2008

Skills
Equity Research, Series 63, Equities, Capital Markets, Series 24, Securities

Education
University of Pennsylvania - The Wharton School   1981 — 1985
BS Econ, Finance/Marketing

Choate Rosemary Hall   1977 — 1981

Lamont Williams, CFA Lamont Williams, CFA Greater New York City Area Details
Lamont Williams, CFA's Telsey Advisory Group Experience October 2011 - June 2014
Job Equity Research Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  June 2014 - Present
Telsey Advisory Group   October 2011 - June 2014
Stifel Nicolaus  February 2003 - July 2009

Skills
Equity Research, Equities, Valuation, Financial Analysis, Financial Modeling, Industry analysis, Consulting

Education
Univeristy of Virginia, McIntire School of Commerce
BS Commerce, Finance and Management Information Systems

University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Corporate Strategy

Melissa Calandruccio, CFA Melissa Calandruccio, CFA Greater New York City Area Details
Melissa Calandruccio, CFA's Telsey Advisory Group Experience June 2013 - Present
Job Research Analyst at Telsey Advisory Group
Industry Capital Markets
Experience
Telsey Advisory Group   June 2013 - Present
Lazard Capital Markets  December 2012 - June 2013
Lazard Capital Markets  October 2011 - December 2012
Lazard Capital Markets  May 2005 - October 2011
Allan Gershowitz Securities Corp   May 2003 - May 2005

Skills
Series 7, Microsoft Excel, PowerPoint, Series 63, Equities, Equity Research, Bloomberg, Hedge Funds, Fixed Income, Capital Markets, Investments, Financial Modeling, Series 86 & 87, Series 55, Trading

Education
Penn State University   1999 — 2003
Bachelor, Finance, Business Law

Bill Sims Bill Sims Greater New York City Area Details
Bill Sims's Telsey Advisory Group Experience June 2014 - May 2015
Job Director at Telsey Advisory Group
Industry Investment Banking
Experience
Telsey Advisory Group   June 2014 - May 2015
Citi Global Markets  October 2000 - December 2013
Citigroup Global Markets  October 2000 - December 2007
Credit Suisse First Boston  October 1999 - October 2000
Goldman Sachs & Co.   August 1997 - September 1999

Skills
Equities, Equity Research, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Derivatives, Fixed Income, Emerging Markets, Financial Markets, Structured Products, Equity Trading, Securities, Trading, Valuation, Financial Modeling, Equity Valuation, Series 7, Alternative Investments, Equity Derivatives, Private Equity, Financial Analysis, DCF, Retail, Consumer Products, Investor Relations, Equity Product..., Specialty Sales, Desk Analyst, Strategy, Long/Short Equity, Investments, Portfolio Management

Education
Columbia University in the City of New York   1995 — 1997
MIA, International Finance & Business

Cornell University   1991 — 1995
BS, Economics & Industrial Relations

London School of Economics and Political Science   1993 — 1994
Certificate, International Accounting & Finance

Ches Snider, CFA Ches Snider, CFA Greater New York City Area Details
Ches Snider, CFA's Telsey Advisory Group Experience February 2006 - March 2007
Job Tocqueville Funds Senior Regional Sales Associate
Industry Financial Services
Experience
Tocqueville Asset Management  November 2013 - Present
ENG LLC   March 2012 - October 2013
Morgan Joseph Tri Artisan Partners   August 2010 - December 2011
CL King & Associates  March 2007 - August 2010
Telsey Advisory Group   February 2006 - March 2007
New Vernon Associates   January 2005 - February 2006
Bear Stearns  July 1998 - June 2003

Education
United States Naval Academy   1989 — 1993
Bachelors of Science, English

Chris Snow Chris Snow Greater New York City Area Details
Chris Snow's Telsey Advisory Group Experience February 2014 - Present
Job Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group   February 2014 - Present
Morgan Stanley  October 2010 - February 2014

Education
State University of New York at Buffalo - School of Management   2006 — 2010
Bachelor of Science in Business Administration, Finance

Kristen Mackie Kristen Mackie Greater Boston Area Details
Kristen Mackie's Telsey Advisory Group Experience June 2013 - August 2013
Job Associate, Brand Management at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company  October 2014 - Present
Telsey Advisory Group   June 2013 - August 2013
FTI Consulting  January 2010 - July 2012
FTI Consulting  October 2009 - January 2010
Huron Consulting Group  August 2007 - October 2009

Skills
Financial Modeling, Valuation, Strategy, Business Valuation, Financial Analysis, Data Analysis, Investment Banking, Analysis, Microsoft Office, Emerging Markets, Risk Management, Consulting, Due Diligence, Management Consulting, Corporate Finance, Economics, Litigation Consulting, Bloomberg, Litigation Support, Hedge Funds, Equity Research, Equity Valuation, Brand Management, SPSS, Global Brand Development

Education
MIT Sloan School of Management   2012 — 2014
Master of Business Administration (MBA)

Cornell University   2003 — 2007
BS, Applied Economics and Management

Peter Harriss Peter Harriss Greenwich, Connecticut Details
Peter Harriss's Telsey Advisory Group Experience February 2012 - August 2012
Job Entrepreneur and Financial Coach
Industry Financial Services
Experience
Entreprenuer  August 2013 - Present
Institute for Integrative Nutrition  September 2013 - September 2014
Green & Tonic   September 2013 - September 2014
juice press  May 2013 - August 2013
Columbia Business School  August 2011 - July 2013
Batali & Bastianich Hospitality Group  February 2013 - April 2013
GAMCO Investors, Inc.   September 2012 - December 2012
Telsey Advisory Group   February 2012 - August 2012
Morgan Stanley Wealth Management  June 2007 - June 2011

Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Valuation, Asset Managment, Financial Modeling, Capital Markets, Prime Brokerage, Economics, Financial Markets, Due Diligence, Financial Analysis, Data Analysis, Financial Reporting, Market Research, Squash, Nutrition, Human Nutrition, Operations Management, Mindfulness Meditation, Green Living, Food, Food Industry

Education
Columbia Business School   2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship

Boston University   2003 — 2007
BA, Economics

Columbia

Donny Blumenkranz Donny Blumenkranz New York, New York Details
Donny Blumenkranz's Telsey Advisory Group Experience March 2012 - Present
Job Compliance/Legal Associate at Telsey Advisory Group
Industry Banking
Experience
Telsey Advisory Group   March 2012 - Present
Credit Suisse Securities (USA) LLC   May 2011 - March 2012
JS Barkats PLLC   January 2011 - April 2011
NYC Courts Access to Justice Program   March 2010 - August 2010
Legal Services of North Florida  January 2009 - May 2009
Florida Housing and Finance Corporation   August 2008 - December 2008

Skills
Capital Markets

Education
Florida State University College of Law   2006 — 2009
Juris Doctor

Florida State University - College of Business   2002 — 2006
BS, Finance and Real Estate

Amy Wei Jia Amy Wei Jia Greater New York City Area Details
Amy Wei Jia's Telsey Advisory Group Experience February 2015 - May 2015
Job Equity Research Intern at Telsey Advisory Group
Industry Financial Services
Experience
CITIC Securities Company Limited  May 2015 - August 2015
Telsey Advisory Group   February 2015 - May 2015
GUOTAI JUNAN ASSET MANAGEMENT CO., LTD.   June 2014 - August 2014
ENERGY HOUSE CO., LTD.   2012 - 2014
CHINA LOYALTY FINE WINES LTD.   2010 - 2012

Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Equities, Economics, Strategy, Derivatives, VBA, Data Analysis, Bloomberg, Research, Investments, Mandarin

Education
New York University - Leonard N. Stern School of Business   2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

The University of Hong Kong   2007 — 2010
Bachelor of Engineering (B.Eng.)

Utrecht University   2009 — 2009

Fudan University   2006 — 2007
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), Foundation Year

Anthony Costanzo Anthony Costanzo Greater New York City Area Details
Anthony Costanzo's Telsey Advisory Group Experience May 2012 - November 2013
Job Institutional Sales at Cornerstone Macro LP
Industry Financial Services
Experience
Cornerstone Macro LP  November 2013 - Present
Telsey Advisory Group   May 2012 - November 2013
Telsey Advisory Group   December 2010 - April 2012
Atalanta Corporation  November 2009 - December 2010
Farmhouse Equity Research   August 2009 - October 2009
Telsey Advisory Group   2007 - 2009

Skills
Series 7, Series 63, Valuation, Financial Market..., Asset Allocation, Financial Analysis, Equity Research, Retail, Equities, Hedge Funds, Mutual Funds, Consumer, Securities, Trading, Alternative Investments, Bloomberg

Education
University of Connecticut   2005 — 2009
BA, Psychology

Rob Rosenhaus Rob Rosenhaus New York, New York Details
Rob Rosenhaus's Telsey Advisory Group Experience November 2014 - Present
Job Research Associate at Telsey Advisory Group
Industry Investment Banking
Experience
Telsey Advisory Group   November 2014 - Present
Imperial Capital, LLC  January 2012 - July 2014
Collins Stewart  November 2011 - January 2012
Morgan Joseph TriArtisan LLC  March 2010 - November 2011

Skills
Capital Structure, Financial Modeling, Equity Research, Research, Competitive Analysis

Education
Lehigh University - College of Business and Economics   2005 — 2009
Finance, Finance, Accounting

Avon Old Farms School   2003 — 2005

Dylan Carden Dylan Carden Greater New York City Area Details
Dylan Carden's Telsey Advisory Group Experience July 2011 - September 2014
Job Research Associate at William Blair & Company
Industry Research
Experience
William Blair & Company  September 2014 - Present
Telsey Advisory Group   July 2011 - September 2014
Barclays Capital  September 2008 - June 2010
Lehman Brothers  April 2007 - September 2008
Alaco Ltd   June 2005 - April 2007

Skills
Series 7, 63, 86, 87, Equities, Financial Modeling, Valuation, Financial Analysis, Equity Research

Education
Indiana University - Kelley School of Business   2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance

Kenyon College   2001 — 2005
BA, English

Deerfield Academy   1996 — 2000

Jaison Blair Jaison Blair New York, New York Details
Jaison Blair's Telsey Advisory Group Experience August 2010 - October 2013
Job Senior Vice President Corporate Communications and Investor Relations at Time Inc.
Industry Publishing
Experience
Time Inc.  October 2013 - Present
Telsey Advisory Group   August 2010 - October 2013
Rochdale Securities  June 2004 - August 2010
Creative Homeowner  September 1998 - June 2004
PaineWebber  May 1995 - September 1998

Skills
Equity Research, Valuation, Equities, Financial Modeling, Investments, Private Equity, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Financial Analysis, Broadcast Television, Business Strategy, Capital IQ, Corporate Development

Education
London School of Economics and Political Science
Graduate Diploma, Accounting and Finance

Washington University in St. Louis
Bachelor of Arts (B.A.), History

Jennifer Feeley Jennifer Feeley Greater New York City Area Details
Jennifer Feeley's Telsey Advisory Group Experience 2007 - 2010
Job Director, Client Development at Profit Investments
Industry Financial Services
Experience
Profit Investments   June 2015 - Present
Janney Capital Markets  August 2010 - January 2014
Telsey Advisory Group   2007 - 2010
Wachovia, A Wells Fargo Company  2001 - 2007
Goldman Sachs  2000 - 2000
Merrill Lynch  1992 - 1999

Education
University of Virginia - Darden Graduate School of Business Administration   1999 — 2001
Master of Business Administration (MBA)

Rutgers, The State University of New Jersey-New Brunswick   1988 — 1992
Bachelor of Science (B.S.), Finance, General

Bronx Science

Noel Culhane, CFA Noel Culhane, CFA United States Details
Noel Culhane, CFA's Telsey Advisory Group Experience October 2011 - June 2012
Job Investment Analyst Global TMT at Vulcan, Inc.
Industry Capital Markets
Experience
Vulcan, Inc.   April 2014 - Present
Citigroup  June 2012 - April 2014
Telsey Advisory Group   October 2011 - June 2012
MF Global  September 2008 - October 2011
RBS Global Banking & Markets   2007 - 2008

Education
University College Dublin   2005 — 2006
MBS, Masters Finance

University College Dublin   2001 — 2005
BBLS, Law & Commerce

Daniel Harnish Daniel Harnish Greater Philadelphia Area Details
Daniel Harnish's Telsey Advisory Group Experience July 2011 - August 2011
Job Analyst
Industry Financial Services
Experience
Miller Investment Management  August 2014 - Present
Dartmouth College  September 2010 - June 2014
Constitution Capital Partners   July 2013 - August 2013
D'Ambrosio Brown, LLP   January 2013 - March 2013
Telsey Advisory Group   July 2011 - August 2011

Education
Dartmouth College   2010 — 2014
B.A., Economics

Reanna Flood Reanna Flood Greater New York City Area Details
Reanna Flood's Telsey Advisory Group Experience August 2012 - February 2014
Job Executive Assistant at Prosek Partners
Industry Public Relations and Communications
Experience
Telsey Advisory Group   August 2012 - February 2014
Choice Associates  September 2011 - August 2012

Skills
Marketing, Outlook, Resume Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Salesforce.com, Cold Calling

Education
Arizona State University, W. P. Carey School of Business
Business Administration

Darla Shay Darla Shay Pittsburgh, Pennsylvania Details
Darla Shay's Telsey Advisory Group Experience 2008 - 2010
Job Investor Relations at Dick's Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods  November 2013 - Present
Credit Suisse  2011 - July 2013
FBR  2010 - 2011
Telsey Advisory Group   2008 - 2010

Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management, Series 7, Valuation

Education
Duke University   2004 — 2008

Fox Chapel

Michael J. Cohen Michael J. Cohen New York, New York Details
Michael J. Cohen's Telsey Advisory Group Experience 2006 - 2007
Job Director at Coleman Research Group
Industry Financial Services
Experience
Coleman Research Group  October 2009 - Present
CK Cooper   2007 - 2008
Telsey Advisory Group   2006 - 2007

Education
Columbia Business School
MBA

Brandeis University
BA, Political Science

Robert M. Derrington Robert M. Derrington Greater Nashville Area Details
Robert M. Derrington's Telsey Advisory Group Experience August 2015 - Present
Job Managing Director Restaurant Analyst Telsey Advisory Group
Industry Restaurants
Experience
Telsey Advisory Group   August 2015 - Present
Wunderlich Securities Inc.   June 2013 - August 2015
Northcoast Research  May 2012 - June 2013
Morgan Keegan  June 2001 - March 2012
Suntrust Equitable Securities  October 1994 - May 2001
Bromad Investments dba Panera Pizza   August 1981 - December 1991
Shillington Box Company   May 1978 - August 1981

Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting

Education
Washington University in St. Louis   1978 — 1980
Master of Business Administration (MBA), Accounting and Finance

University of Missouri-Saint Louis   1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management

john lyden john lyden Trumbull, Connecticut Details
john lyden's Telsey Advisory Group Experience November 2013 - February 2014
Job Institutional Equity Trader at Oppenheimer
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   March 2014 - Present
Telsey Advisory Group   November 2013 - February 2014
Alliance Bernstein  2001 - 2013
TD/Waterhouse Securites   July 1996 - March 1999

Skills
Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Series 7, Trading

Education
Siena College   1992 — 1996
Bachelor of Science (B.S.), Finance, General

Westlake High School   1989 — 1992