The Burney Company

Description

Founded: 1974 Subsidiary: The Burney Company, Research Division

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The Burney Company Employees

Employee
Years
Job
Industry
Ian Deveau Ian Deveau Greater Los Angeles Area Details
Ian Deveau's The Burney Company Experience August 2012 - September 2012
Job Media Production
Industry Information Technology and Services
Experience
Bo Bridges Gallery   May 2015 - Present
Uniregistry   October 2013 - November 2014
Adrenaline Lacrosse  July 2013 - October 2013
The Burney Company   August 2012 - September 2012
Machine Hero   June 2010 - September 2012

Skills
Editing, Photography, Film, Leadership, Media Production, Social Media Marketing, Content Strategy, Marketing, Social Media

Education
Colby College   2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies

Richard Bauchspies, CFA Richard Bauchspies, CFA Providence, Rhode Island Area Details
Richard Bauchspies, CFA's The Burney Company Experience 1992 - Present
Job Portfolio Manager, The Burney Company
Industry Investment Management
Experience
The Burney Company   1992 - Present
Turner Brothers Construction   1989 - 1992
Perini Corporation  1983 - 1989

Skills
Portfolio Management, Investments, Asset Management, Equities, Asset Allocation

Education
Penn State University   1979 — 1983
BS, Civil Engineering

Dmitry Grudzinskiy Dmitry Grudzinskiy San Francisco Bay Area Details
Dmitry Grudzinskiy's The Burney Company Experience September 2007 - March 2009
Job Director, Software Engineering at Natera
Industry Computer Software
Experience
Natera  January 2015 - Present
Natera  September 2014 - January 2015
Natera  November 2013 - September 2014
Natera  January 2013 - November 2013
SynapSense Corporation  January 2011 - January 2013
SynapSense Corporation  March 2009 - January 2011
The Burney Company   September 2007 - March 2009
MERA  January 2006 - September 2007

Skills
Java, Erlang, Scala, Multithreading, Distributed Systems, Subversion, TDD, OOP, XML, Linux, Test Driven Development

Education
State University of Nizhni Novgorod named after N.I. Lobachevsky (UNN)   2004 — 2010
Master of Science (MS), Computer Science

Alex Pratt, MBA Alex Pratt, MBA Greater Boston Area Details
Alex Pratt, MBA's The Burney Company Experience September 2014 - February 2015
Job Business Development at CloudLock
Industry Computer & Network Security
Experience
CloudLock  June 2015 - Present
The Burney Company   September 2014 - February 2015
22 Bowens   March 2014 - September 2014
Discover Newport  January 2014 - June 2014
Newport Country Club  May 2011 - September 2013

Skills
PowerPoint, Research, Public Speaking, Microsoft Word, Microsoft Office, Facebook, Social Media, Higher Education, Microsoft Excel, Event Planning, SPSS, Teaching, Student Affairs, Photoshop, Editing, Time Management, Customer Service, Social Networking, Teamwork, Sales, Leadership, Business Development, Marketing, Social Media Marketing

Education
Salve Regina University   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, 3.75 GPA

Salve Regina University   2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, Senior

Nashua High School North   2007 — 2010
High School

John Ohsner, CFP® John Ohsner, CFP® Columbus, Ohio Area Details
John Ohsner, CFP®'s The Burney Company Experience June 2008 - January 2012
Job Portfolio Manager at Heximer Investment Management, Inc.
Industry Investment Management
Experience
Heximer Investment Management, Inc.   February 2012 - Present
The Burney Company   June 2008 - January 2012
Franklin Research Group   January 2008 - June 2008
National Benefit Programs, Inc.   May 2006 - December 2007
Wilmington Trust Corp.   May 2004 - August 2004
Willis  June 2003 - August 2003

Skills
Portfolio Management, Portfolio Construction, Portfolio..., Establishing Financial..., Budgeting, Credit & Debt Management, Educational Funding, Insurance Needs Analysis, Asset Allocation, Security Analysis, Income Tax Fundamentals..., Cost Basis, Tax Management..., Retirement Needs..., Retirement Plans, Distribution Rules, Forms of Property..., Gifting, Estate Planning...

Education
Ohio University   2014 — 2015
Master of Financial Economics (MFE)

Boston University   2010 — 2011
Financial Planning

The Ohio State University   2006 — 2008
Bachelor's Degree, Journalism, English

Miami University   2003 — 2006
Journalism, English

The Wellington School   1994 — 2003
High School

Woody Soemantoro Woody Soemantoro Huntington Beach, California Details
Woody Soemantoro's The Burney Company Experience 1990 - 1992
Job Director, National Accounts at MDS Securities, LLC
Industry Capital Markets
Experience
MDS Securities, LLC   August 2015 - Present
Catalyst Energy Inc   June 2010 - August 2015
Texas Energy Holdings, Inc.   January 2009 - May 2010
Evergreen Realty Group, LLC   January 2007 - December 2008
Wells Real Estate Funds  2003 - January 2007
Mentis Broadband Solutions   2001 - 2002
Prudential Securities  1995 - 2001
Fulton Breakfield Broenniman, Inc.   1992 - 1995
The Burney Company   1990 - 1992

Skills
Alternative Investments, Investments, Series 7, Private Placements, Asset, Securities, Series 63, Bonds, Investment Strategies, Mutual Funds, Estate Planning, Wealth Management, Strategic Financial..., Asset Management, Relationship Management, Investment Management, Due Diligence, Retirement, Investment Advisory, Equities, Retirement Planning, Financial Advisory, Portfolio Management, Finance, Private Equity, Funding, Investor Relations, Hedge Funds, Valuation, FINRA, Capital Markets, Financial Services, Venture Capital, Asset Allocation, Investment Banking, Financial Analysis, Financial Planning

Education
George Mason University
BS, Economics

Marcus Josefsson Marcus Josefsson New York, New York Details
Marcus Josefsson's The Burney Company Experience March 2009 - September 2011
Job Equity Derivatives Trader at Barclays
Industry Financial Services
Experience
Barclays Investment Bank  May 2015 - Present
Barclays Investment Bank  July 2013 - Present
Colby College  September 2012 - May 2013
My Fresh Company LLC   February 2011 - December 2012
Barclays Capital  June 2012 - August 2012
The Burney Company   March 2009 - September 2011

Skills
Research, Entrepreneurship, Marketing Strategy, Strategic Planning, Data Analysis, Leadership Development, Leadership, Editing

Education
Colby College   2009 — 2013
Bachelor of Arts, Economics-Mathematics: Financial Markets

Portsmouth High School   2005 — 2009

Mack Clark Mack Clark Atlanta, Georgia Details
Mack Clark's The Burney Company Experience May 2011 - March 2012
Job Senior Financial Analyst (Associate Business Analyst) at KimberlyClark
Industry Consumer Goods
Experience
Kimberly-Clark  August 2014 - Present
Kimberly-Clark  June 2013 - July 2014
The Burney Company   May 2011 - March 2012
Pi Kappa Phi Fraternity  May 2011 - September 2011

Skills
Financial Analysis, Portfolio Management, Equities, Trading, Financial Risk, Budgets, Financial Modeling, Corporate Finance, Finance, Asset Management, Valuation, Forecasting, Leadership, Financial Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Forecasting, Charismatic Leadership

Education
University of Georgia - Terry College of Business   2009 — 2013
B.B.A, Finance & Banking

Tony Hardesty Tony Hardesty Washington D.C. Metro Area Details
Tony Hardesty's The Burney Company Experience July 2005 - Present
Job Director of Business Development at The Burney Company
Industry Investment Management
Experience
The Burney Company   July 2005 - Present
TD Ameritrade  2000 - 2005

Skills
Asset Managment, Investments, Money Management, Equities, Portfolio Management, Asset Allocation, Series 7, Asset Management, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Investment Management, Retirement Planning, Retirement, Securities, Financial Advisory, Series 65, Wealth Management..., High Net Worth..., IRAs, Relationship Management, Wealth Accumulation, Executive Management, ETFs, Financial Services

Education
George Mason University
Bachelor of Arts (B.A.), Communications

Tom Hutchinson Tom Hutchinson Greater Seattle Area Details
Tom Hutchinson's The Burney Company Experience 1991 - 1997
Job Finance and Decision Analysis
Industry Telecommunications
Experience
T-Mobile  April 2015 - Present
T-Mobile  October 2010 - April 2015
T-Mobile  2008 - 2010
Clearwire  2004 - 2008
AT&T Wireless  2003 - 2004
XO Communications  2000 - 2003
Omnipoint  1999 - 2000
The Burney Company   1991 - 1997

Skills
Financial Modeling, Forecasting, Financial Analysis, Strategic Planning, Budgeting, Business Strategy, Telecommunications, Competitive Analysis, Business Analysis, Team Leadership, Planning, Team Building, Analysis, Excel, Start-ups, Firm Valuation, Decision Modeling, Enterprise Valuation, Sensitivity Analysis, Scenario Analysis, Backtesting, Revenue Modeling, Annual Budgets, IRR, NPV, DCF, Proformas, Linear Regression, Hypothesis Testing, Business Planning, Valuation, Data Analysis, Analytics, Financial Planning, Managerial Finance, Due Diligence, Wireless, Strategic Financial..., Budgets, Microsoft Excel, Executive Management

Education
Northwestern University   2013 — 2016
Master of Science (MS), Predictive Analytics

Indiana University - Kelley School of Business   1997 — 1999
MBA, Finance

George Mason University   1988 — 1992
BS, Finance

Yevgeniy Gushcha Yevgeniy Gushcha Washington D.C. Metro Area Details
Yevgeniy Gushcha's The Burney Company Experience September 2009 - Present
Job Portfolio Manager at The Burney Company
Industry Investment Management
Experience
The Burney Company   September 2009 - Present
The Burney Company   December 2006 - September 2009
The Burney Company   July 2000 - December 2006

Skills
Investment Advisory, Portfolio Management, Wealth Management, Investments, Asset Management, Equities

Education
American University - Kogod School of Business   1996 — 2000
Bachelor of Science in Business Administration, Finance

Lowell Pratt, CFA Lowell Pratt, CFA Washington D.C. Metro Area Details
Lowell Pratt, CFA's The Burney Company Experience January 2003 - Present
Job President The Burney Company
Industry Financial Services
Experience
The Burney Company   January 2003 - Present
The Burney Company   January 1996 - January 2002
The Burney Company   January 1992 - December 1995
The Burney Company   January 1986 - December 1991

Skills
Portfolio Management, Equities, Investment Advisory

Education
Boston University   2005 — 2007
Master of Science (MS), Banking and Financial Services, 3.61

Virginia Polytechnic Institute and State University - Pamplin College of Business   1979 — 1984
BS, Finance, Economics

Matthew Etter, CFP® Matthew Etter, CFP® Tampa/St. Petersburg, Florida Area Details
Matthew Etter, CFP®'s The Burney Company Experience October 2009 - November 2012
Job Managing Partner at Krasney Financial LLC
Industry Financial Services
Experience
Signet Capital Management LLC   November 2012 - March 2014
The Burney Company   October 2009 - November 2012
Subway International   January 2003 - December 2008
Charles Schwab  January 1996 - December 2002

Skills
Asset Allocation, Series 63, Investment Strategies, Asset Managment, Strategic Financial..., Portfolio Management, Investment Advisory, Series 7, Investments, Wealth Management, Business Development, Estate Planning, Asset Management, Mutual Funds, Retirement Planning

Education
Indiana University Bloomington   1990 — 1994
B.A., History

Gerry LePage Gerry LePage Tiverton, Rhode Island Details
Gerry LePage's The Burney Company Experience July 1985 - September 2001
Job Information & Referral Specialist at Child & Family Services of Rhode Island
Industry Civic & Social Organization
Experience
Child & Family Services of Rhode Island   primary caregiver to my elderly parentsnoneFebruary 2009 - December 2012
LPL Financial  September 2001 - January 2009
The Burney Company   July 1985 - September 2001

Education
Salve Regina University   1983 — 1985
Master of Arts (M.A.), Developmental and Child Psychology

University of Massachusetts Dartmouth   1971 — 1975
Bachelor of Arts (B.A.), Psychology