Vertical Research Partners
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16 Vertical Research Partners employees in database. Find out everything there's to know about Vertical Research Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vertical Research Partners Employees
Bentley Investment Group April 2014 - Present
Bentley University November 2013 - Present
Jefferies LLC May 2015 - August 2015
Vertical Research Partners May 2014 - August 2014
Northwestern Mutual June 2013 - September 2013
JMP Group May 2013 - June 2013
Banana Republic / Gap Inc. May 2012 - August 2012
Skills
Leadership, Bloomberg, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Time Management, Accounting, Sales, Teamwork, Equity Research, Customer Service, PowerPoint, Research, Consulting
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Corporate Finance and Accounting, Presidents List & Deans List
Phillips Exeter Academy 2011 — 2012
12th
Bishop Guertin Highschool 2007 — 2011
9th-12th
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
Vertical Research Partners July 2014 - Present
Summer Road, LLC. December 2013 - June 2014
China Merchants Securities June 2012 - August 2012
JD Capital 九鼎投资 June 2011 - August 2011
CITIC Securities December 2010 - January 2011
Skills
Bloomberg, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Mandarin, Investment Banking, Trading, Visual Basic, Access, FX Trading, Capital IQ, Python, Financial Modeling, Equity Derivatives, Convertible Bonds, Financial Analysis, Equity Research, Valuation
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science
Brandeis University 2010 — 2011
Bachelor of Science
High School Affiliated to RenMin University of China
A-Level
Vertical Research Partners July 2011 - Present
Credit Suisse March 2009 - July 2011
Citigroup August 1992 - December 2008
First Manhattan Co. February 1991 - August 1992
JP Morgan Investment Management July 1986 - February 1991
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Deutsche Bank August 1980 - August 1984
Skills
Fixed Income, Series 7, Equity Research, Capital Markets, Financial Modeling, Investments, Equities, Structured Products, Private Equity, Series 63, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Financial Analysis, Valuation, Bloomberg, Investment Banking
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
BS
Appalachian State University 1976 — 1977
None
Vertical Research Partners June 2012 - Present
Ticonderoga Securities LLC June 2010 - October 2011
JMP Securities May 2006 - May 2010
Skills
Series 7, Series 63
Education
Boston College 1990 — 1994
Bachelor's degree, Marketing
Belmont Hill 1985 — 1990
High School
RFA April 2015 - Present
PURE Group of Insurance Companies July 2013 - Present
Vertical Research Partners April 2012 - May 2013
MTV Networks / Logo January 2012 - April 2012
Skills
Financial Modeling, Strategic Planning, Relationship Management, Marketing Strategy, Corporate Finance, Valuation, Analysis, Financial Analysis, Bloomberg, Leadership, Portfolio Management, Microsoft Office, Finance, Equity Research, Competitive Analysis, Investments, Management, PowerPoint, Microsoft Excel, Salesforce.com..., Salesforce.com
Education
New York University 2011 — 2013
Bachelor's degree, Economics
Northport High School 2005 — 2009
State University of New York at Binghamton
Bachelor's degree, Economics
Brean Capital, LLC June 2015 - Present
Vertical Research Partners June 2014 - August 2014
Trilogy Global Advisors, LP November 2013 - January 2014
Carleton College Endowment June 2013 - September 2013
Bank of China June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking
Education
Carleton College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Economy
United Technologies 2013 - 2015
Vertical Research Partners 2009 - 2013
Credit Suisse 2005 - 2010
Bank of America 2000 - 2005
Skills
Equities, Investments, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Asset Management
Education
Harvard University
Bachelor's degree, Economics
Vertical Research Partners June 2011 - Present
Morgan Stanley August 2009 - May 2011
Raytheon July 2005 - June 2007
Raytheon June 2003 - June 2005
Skills
Corporate Finance, Equity Research, Capital Structure, Financial Modeling, Bloomberg, Equities, Financial Analysis, Capital Markets, Valuation, Cross-functional Team..., Private Equity, Investment Banking, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA, Finance / Asset Management
College of the Holy Cross 1997 — 2001
BA, Economics
SunTrust Robinson Humphrey September 2015 - Present
Vertical Research Partners July 2011 - September 2015
DeMatteo Monness LLC February 2010 - July 2011
CTPartners September 2007 - February 2010
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.)
Milton Academy 1997 — 2003
Vertical Research Partners December 2010 - Present
Skills
Capital Markets, Hedge Funds, Series 7, Equities, Series 63, Bloomberg, Business Development, Investments, Financial Modeling, Equity Research, Valuation
Education
Harvard University 1991 — 1995
AB
Vertical Research Partners February 2010 - Present
Citigroup October 2006 - February 2010
Soleil Securities September 2005 - October 2006
Ascent Growth Funds June 2003 - September 2005
SG Cowen April 2001 - July 2002
Gardner Lewis Asset Management August 2000 - April 2001
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs
Roslyn High School
Barclays July 2015 - Present
Vertical Research Partners July 2011 - June 2015
Morgan Stanley January 2007 - May 2011
Morgan Stanley July 2002 - January 2007
Matrix Associates March 1997 - July 2000
Peace Corps October 1994 - December 1996
Skills
Equity Research, Series 7, Equities, Financial Modeling, Series 63, Hedge Funds, Alternative Investments, Equity Valuation, Capital Markets, Fixed Income, Asset Management, Valuation, Portfolio Management
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Carleton College 1990 — 1994
BA, Geology, French
Jefferies March 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Vertical Research Partners July 2012 - March 2013
Goldman Sachs May 2010 - July 2012
Skills
Finance, Financial Modeling, Financial Statement..., Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Equities, Asset Management, Fixed Income, Analysis, Internal Controls, Investments, Strategy, Valuation
Education
Marymount Manhattan College 2007 — 2011
Bachelor of Science, Accounting
Holy Trinity Diocesan High School 2004 — 2007
Massachusetts Bay Transportation Authority Retirement Fund June 2015 - Present
Massachusetts Pension Reserves Investment Management February 2015 - Present
Consilium Partners January 2015 - Present
Mobiquity, Inc. April 2011 - Present
Commonwealth of Massachusetts January 2014 - November 2014
Consilium Partners April 2012 - March 2014
Mobiquity, Inc. November 2010 - April 2011
Vertical Research Partners February 2010 - October 2010
Citi August 1992 - March 2010
Skills
Management, Start-ups, Entrepreneurship, Financial Modeling, Equities, Strategic Partnerships, Strategy, Capital Markets, Venture Capital, Mergers & Acquisitions, Strategic Planning, Investments, Hedge Funds, Business Development, Valuation, Investment Banking, Private Equity, Business Strategy, Management Consulting, Corporate Development, Alternative Investments, Equity Research
Education
Harvard Kennedy School of Government 2012 — 2013
Master of Public Administration (MPA)
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Georgetown University 1979 — 1983
Bachelor's Degree, Economics/Government
CAN Capital April 2015 - Present
BlackRock November 2014 - April 2015
BlackRock March 2013 - November 2014
Vertical Research Partners April 2012 - February 2013
Princeton University December 2011 - April 2012
Ergon Energy September 2005 - October 2011
Skills
Documentation, Governance, Business Process, Policy, Problem Solving, Negotiation, Administration, Microsoft Office, Process Improvement, Excel, Business Analysis, Change Management, Project Planning, Analysis, Writing, Word, PowerPoint, SharePoint, Project Implementation, Visio, Data Analysis, Banking, Outlook, Government, Project Delivery, MS Project, PMO, Human Resources, Teamwork, Risk Management, Software Documentation, Microsoft Word, Microsoft Excel
Education
Fitness Institute 2010 — 2011
Certificate III in Fitness, Fitness
Fitness Institute 2010 — 2011
Certificate IV in Fitness, Personal Training
The University of Queensland 1998 — 1999
Colac High School 1996 — 1997
Australian Institute of Applied Sciences
Certificate IV in Allied Health Assistance, Nutrition