Wm Smith & Co.
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Wm Smith & Co. Employees
Employee
Years
Job
Industry
Margo Swomley Margo Swomley's Wm Smith & Co. Experience May 2014 - April 2015
Job Incoming Sales and Trading Analyst at Barclays
Industry Financial Services
Experience
Copper Mountain Resort November 2008 - Present
Barclays June 2015 - August 2015
Wm Smith & Co. May 2014 - April 2015
UNIDO & AllWorld Network July 2011 - October 2011
Education
University of Virginia 2013 — 2016
Bachelor's Degree, History
Tulane University 2012 — 2013
Copper Mountain Resort November 2008 - Present
Barclays June 2015 - August 2015
Wm Smith & Co. May 2014 - April 2015
UNIDO & AllWorld Network July 2011 - October 2011
Education
University of Virginia 2013 — 2016
Bachelor's Degree, History
Tulane University 2012 — 2013
Brent Hause Brent Hause's Wm Smith & Co. Experience July 2012 - July 2013
Job Director of Asia Trading at Access Global Trading
Industry Financial Services
Experience
Access Global Trading (AXGT) July 2013 - Present
Wm Smith & Co. July 2012 - July 2013
Wm Smith & Co. October 2011 - July 2012
Deloitte June 2010 - September 2011
Colorado European Union Center for Excellence July 2009 - December 2009
JP Turner & Company, LLC April 2009 - July 2009
Skills
Bloomberg, Bloomberg SSEOMS, Equities, Investments, Hedge Funds, Hedging, Futures Trading, FX trading, Portfolio Management, Technical Analysis, Traders, Sales, Business Objects, CRM, Capital Markets, Stata, Microsoft Office, SAP Business Objects..., MIXIT OMS
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts, Economics, French, 3.7 GPA
Institut Francais Des Alpes 2008 — 2008
Certificate of Language Proficiency, French
Spaulding High School 2001 — 2005
Access Global Trading (AXGT) July 2013 - Present
Wm Smith & Co. July 2012 - July 2013
Wm Smith & Co. October 2011 - July 2012
Deloitte June 2010 - September 2011
Colorado European Union Center for Excellence July 2009 - December 2009
JP Turner & Company, LLC April 2009 - July 2009
Skills
Bloomberg, Bloomberg SSEOMS, Equities, Investments, Hedge Funds, Hedging, Futures Trading, FX trading, Portfolio Management, Technical Analysis, Traders, Sales, Business Objects, CRM, Capital Markets, Stata, Microsoft Office, SAP Business Objects..., MIXIT OMS
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts, Economics, French, 3.7 GPA
Institut Francais Des Alpes 2008 — 2008
Certificate of Language Proficiency, French
Spaulding High School 2001 — 2005
Dalton Mathis Dalton Mathis's Wm Smith & Co. Experience May 2011 - September 2011
Job Assurance and Advisory Senior at Frank, Rimerman + Co. LLP
Industry Accounting
Experience
Frank, Rimerman + Co. LLP September 2012 - Present
Wm Smith & Co. May 2011 - September 2011
Education
University of San Diego 2008 — 2012
BBA in Accounting, BBA in Finance
Frank, Rimerman + Co. LLP September 2012 - Present
Wm Smith & Co. May 2011 - September 2011
Education
University of San Diego 2008 — 2012
BBA in Accounting, BBA in Finance
H. Warrick Jervis, CFA's Wm Smith & Co. Experience January 1997 - January 2001
Job Experienced Analyst
Industry Investment Management
Experience
GVC Capital LLC July 2014 - Present
Quist - Valuation Services January 2013 - April 2014
Trailhead Asset Management, LLC July 2007 - December 2012
Falkenberg Capital Corporation March 2001 - June 2007
Wm Smith & Co. January 1997 - January 2001
Skills
Portfolio Management, Equities, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Investment Management, Mergers, Acquisitions, Investment Research, Investor Relations, Corporate Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Equity Research, Investments, Private Equity, Venture Capital
Education
University of Colorado at Denver 2003 — 2006
MBA, Business Administration and Management, General
CFA Institute 1996 — 1998
Chartered Financial Analyst, Accounting, Economics and Statistics
University of California, Santa Barbara 1989 — 1993
B.A., Business Economics
GVC Capital LLC July 2014 - Present
Quist - Valuation Services January 2013 - April 2014
Trailhead Asset Management, LLC July 2007 - December 2012
Falkenberg Capital Corporation March 2001 - June 2007
Wm Smith & Co. January 1997 - January 2001
Skills
Portfolio Management, Equities, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Investment Management, Mergers, Acquisitions, Investment Research, Investor Relations, Corporate Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Equity Research, Investments, Private Equity, Venture Capital
Education
University of Colorado at Denver 2003 — 2006
MBA, Business Administration and Management, General
CFA Institute 1996 — 1998
Chartered Financial Analyst, Accounting, Economics and Statistics
University of California, Santa Barbara 1989 — 1993
B.A., Business Economics
Brent Lewis's Wm Smith & Co. Experience 2008 - 2010
Job Chief Commercial Officer at Tri Global Energy, LLC
Industry Investment Banking
Experience
Tri Global Energy, LLC April 2014 - Present
McNicoll, Lewis & Vlak January 2010 - April 2014
Wm Smith & Co. 2008 - 2010
Cantor Fitzgerald 2005 - 2007
ABN AMRO 1996 - 2005
Skills
Investment Banking, Private Equity, Capital Markets, Venture Capital, Equities, Project Finance, Financial Modeling, Corporate Development, Valuation, Due Diligence, Structured Finance, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Equity Research, Business Valuation, Investments, Alternative Investments, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance and Accounting
The University of Western Ontario
BA, Economics
Tri Global Energy, LLC April 2014 - Present
McNicoll, Lewis & Vlak January 2010 - April 2014
Wm Smith & Co. 2008 - 2010
Cantor Fitzgerald 2005 - 2007
ABN AMRO 1996 - 2005
Skills
Investment Banking, Private Equity, Capital Markets, Venture Capital, Equities, Project Finance, Financial Modeling, Corporate Development, Valuation, Due Diligence, Structured Finance, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Equity Research, Business Valuation, Investments, Alternative Investments, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance and Accounting
The University of Western Ontario
BA, Economics
Jim Ulrich Jim Ulrich's Wm Smith & Co. Experience February 2011 - September 2011
Job Financial Reporting Staff Accountant at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group April 2013 - Present
Janus Capital Group January 2012 - March 2013
Wm Smith & Co. February 2011 - September 2011
Tristone Capital (USA) Inc. March 2007 - August 2009
Petrie Parkman & Co February 2002 - December 2006
Janus Capital Group May 2000 - January 2002
Skills
Securities, Investments, Finance, Hedge Funds, Trading, Financial Reporting, Management, Analysis, Accounting, CRM, Options, Financial Analysis, Total Return Swaps, Swaps, Mutual Funds, Equities
Education
Metropolitan State College of Denver
B.S., Accounting
Kent Denver 1988 — 1993
Janus Capital Group April 2013 - Present
Janus Capital Group January 2012 - March 2013
Wm Smith & Co. February 2011 - September 2011
Tristone Capital (USA) Inc. March 2007 - August 2009
Petrie Parkman & Co February 2002 - December 2006
Janus Capital Group May 2000 - January 2002
Skills
Securities, Investments, Finance, Hedge Funds, Trading, Financial Reporting, Management, Analysis, Accounting, CRM, Options, Financial Analysis, Total Return Swaps, Swaps, Mutual Funds, Equities
Education
Metropolitan State College of Denver
B.S., Accounting
Kent Denver 1988 — 1993
Michael Chewning Michael Chewning's Wm Smith & Co. Experience February 2011 - March 2012
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
Jay Murphy Jay Murphy's Wm Smith & Co. Experience August 2011 - May 2012
Job MBA Candidate at University of Wisconsin School of Business
Industry Financial Services
Experience
Wisconsin School of Business August 2015 - Present
FMV Opinions, Inc. May 2015 - Present
FMV Opinions, Inc. October 2012 - May 2015
Wm Smith & Co. August 2011 - May 2012
Comedy Works June 2011 - August 2011
NOJ Trading LLC June 2008 - August 2008
Skills
Equity Valuation, Reseach Reports, MS Office Suite, Bloomberg Terminal, Capital IQ, FactSet, Microsoft CRM, Financial Analysis, Financial Modeling, Business Valuation, Microsoft Excel, Bloomberg, Investments, Equity Research, Finance, Securities, Valuation, Equities
Education
University of Wisconsin-Madison - School of Business 2015 — 2017
Master of Business Administration (MBA), Finance - Applied Security Analysis
University of Denver 2007 — 2011
BSBA, Finance
Wisconsin School of Business August 2015 - Present
FMV Opinions, Inc. May 2015 - Present
FMV Opinions, Inc. October 2012 - May 2015
Wm Smith & Co. August 2011 - May 2012
Comedy Works June 2011 - August 2011
NOJ Trading LLC June 2008 - August 2008
Skills
Equity Valuation, Reseach Reports, MS Office Suite, Bloomberg Terminal, Capital IQ, FactSet, Microsoft CRM, Financial Analysis, Financial Modeling, Business Valuation, Microsoft Excel, Bloomberg, Investments, Equity Research, Finance, Securities, Valuation, Equities
Education
University of Wisconsin-Madison - School of Business 2015 — 2017
Master of Business Administration (MBA), Finance - Applied Security Analysis
University of Denver 2007 — 2011
BSBA, Finance
Cole Kimball's Wm Smith & Co. Experience November 2006 - September 2007
Job Chief Investment Officer, Financial Advisor* at Finity Group
Industry Financial Services
Experience
Finity Group, LLC December 2011 - Present
North Star Resource Group July 2010 - November 2011
Janco Partners March 2009 - May 2010
Janco Partners May 2008 - November 2009
Touchpoint Securities November 2007 - February 2008
Wm Smith & Co November 2006 - September 2007
Wm Smith & Co. September 2006 - November 2006
Education
University of Colorado Boulder 2002 — 2006
Business, Finance & Operational Management
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finity Group, LLC December 2011 - Present
North Star Resource Group July 2010 - November 2011
Janco Partners March 2009 - May 2010
Janco Partners May 2008 - November 2009
Touchpoint Securities November 2007 - February 2008
Wm Smith & Co November 2006 - September 2007
Wm Smith & Co. September 2006 - November 2006
Education
University of Colorado Boulder 2002 — 2006
Business, Finance & Operational Management
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Joshua Sharf's Wm Smith & Co. Experience Contract ProgrammerCricketJanuary 2008 - Present
Job Research Analyst at Wm Smith & Co.
Industry Financial Services
Experience
Wm Smith & Co. Contract ProgrammerCricketJanuary 2008 - Present
Ceridian 2007 - Present
Contract Staffing Specialists 2011 - 2011
Contract Staffing Specialists 2011 - 2011
Sharf for Colorado House District 6 2008 - 2010
Athena Investment Svcs. 2005 - 2005
Statera 2004 - 2005
NCBA 2001 - 2003
Bigwords 1999 - 2000
Education
University of Denver 2002 — 2005
MBA, MS Finance
University of Denver - Daniels College of Business 2002 — 2005
MBA/MSF, Finance
University of Virginia 1983 — 1987
Wm Smith & Co. Contract ProgrammerCricketJanuary 2008 - Present
Ceridian 2007 - Present
Contract Staffing Specialists 2011 - 2011
Contract Staffing Specialists 2011 - 2011
Sharf for Colorado House District 6 2008 - 2010
Athena Investment Svcs. 2005 - 2005
Statera 2004 - 2005
NCBA 2001 - 2003
Bigwords 1999 - 2000
Education
University of Denver 2002 — 2005
MBA, MS Finance
University of Denver - Daniels College of Business 2002 — 2005
MBA/MSF, Finance
University of Virginia 1983 — 1987
Edward Einboden's Wm Smith & Co. Experience November 2007 - April 2010
Job Principal, M&A and Investor Relations at TeleTech
Industry Venture Capital & Private Equity
Experience
TeleTech May 2013 - Present
BackCountry Capital August 2011 - April 2013
Wm Smith & Co. November 2007 - April 2010
RBC Capital Markets February 2005 - November 2007
OppenheimerFunds 1997 - 2005
Skills
Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Equities, Mutual Funds, Corporate Finance, Excel, Asset Management, Analysis, Valuation, Investments, Private Equity, Venture Capital, Financial Modeling, Deal Sourcing, Compliance, Entrepreneurship, Business Valuation, Corporate Development, Due Diligence, Strategy, Business Strategy, Series 7, LBO, Series 63, Series 86, Series 87, Alternative Investments, Equity Valuation, Financial Markets, Investment Management, Mergers, Finance, Equity Capital Markets, Microsoft Office, Competitive Analysis, Securities, Capital Markets
Education
University of Colorado at Denver 2010 — 2011
Master of Business Administration, Finance
University of Northern Colorado 1992 — 1996
Bachelors of Science, Finance
TeleTech May 2013 - Present
BackCountry Capital August 2011 - April 2013
Wm Smith & Co. November 2007 - April 2010
RBC Capital Markets February 2005 - November 2007
OppenheimerFunds 1997 - 2005
Skills
Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Equities, Mutual Funds, Corporate Finance, Excel, Asset Management, Analysis, Valuation, Investments, Private Equity, Venture Capital, Financial Modeling, Deal Sourcing, Compliance, Entrepreneurship, Business Valuation, Corporate Development, Due Diligence, Strategy, Business Strategy, Series 7, LBO, Series 63, Series 86, Series 87, Alternative Investments, Equity Valuation, Financial Markets, Investment Management, Mergers, Finance, Equity Capital Markets, Microsoft Office, Competitive Analysis, Securities, Capital Markets
Education
University of Colorado at Denver 2010 — 2011
Master of Business Administration, Finance
University of Northern Colorado 1992 — 1996
Bachelors of Science, Finance
David Wolfson's Wm Smith & Co. Experience April 2010 - January 2013
Job Analyst at Broadbill Partners
Industry Financial Services
Experience
broadbill partners February 2013 - Present
Wm Smith & Co. April 2010 - January 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Capital Markets, Microsoft Office, Private Equity, Investments, Equities, Bloomberg, Corporate Finance
Education
Indiana University Bloomington 2005 — 2009
BS, Finance
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Finance, General
broadbill partners February 2013 - Present
Wm Smith & Co. April 2010 - January 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Capital Markets, Microsoft Office, Private Equity, Investments, Equities, Bloomberg, Corporate Finance
Education
Indiana University Bloomington 2005 — 2009
BS, Finance
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Finance, General
Lee Poelma's Wm Smith & Co. Experience 2007 - Present
Job CFO/CCO at Wm Smith & Co.
Industry Financial Services
Experience
Wm Smith & Co. 2007 - Present
Geronimo Holdings, LLC 2005 - 2006
Homeport Holdings, LLC 2003 - 2005
Skills
Series 7, Securities, Equities, Investments, Due Diligence, Financial Modeling, Bloomberg, Valuation, Capital Markets, Private Equity, Options, Hedge Funds, Financial Analysis, Mutual Funds, FINRA, Alternative Investments, Series 63, Investment Management, Investor Relations, Equity Trading
Education
Regis University 2002 — 2004
MBA, Finance/Accounting
University of Wyoming 1974 — 1978
Bachelors of Science, Accounting
Wm Smith & Co. 2007 - Present
Geronimo Holdings, LLC 2005 - 2006
Homeport Holdings, LLC 2003 - 2005
Skills
Series 7, Securities, Equities, Investments, Due Diligence, Financial Modeling, Bloomberg, Valuation, Capital Markets, Private Equity, Options, Hedge Funds, Financial Analysis, Mutual Funds, FINRA, Alternative Investments, Series 63, Investment Management, Investor Relations, Equity Trading
Education
Regis University 2002 — 2004
MBA, Finance/Accounting
University of Wyoming 1974 — 1978
Bachelors of Science, Accounting
William Tapert's Wm Smith & Co. Experience Senior Managing DirectorWm Smith & Co.$
Job Managing Director at Wm Smith & Co.
Industry Financial Services
Experience
Wm Smith & Co. Senior Managing DirectorWm Smith & Co.$
Skills
Valuation, Financial Modeling, Equities, Investments, Capital Markets, Private Equity, Corporate Finance, Equity Research, Due Diligence, Trading, Bloomberg, Mergers & Acquisitions, Financial Analysis, Securities, Series 7, Options, Investment Banking, Hedge Funds
Education
Sorbonne University of Paris
Foreign Studies Degree
University of Paris I: Panthéon-Sorbonne
Wm Smith & Co. Senior Managing DirectorWm Smith & Co.$
Skills
Valuation, Financial Modeling, Equities, Investments, Capital Markets, Private Equity, Corporate Finance, Equity Research, Due Diligence, Trading, Bloomberg, Mergers & Acquisitions, Financial Analysis, Securities, Series 7, Options, Investment Banking, Hedge Funds
Education
Sorbonne University of Paris
Foreign Studies Degree
University of Paris I: Panthéon-Sorbonne