Wolfe Research, LLC
Industry: Company
DescriptionFounded: 2008 Subsidiary: Wolfe Trahan Securities
Wolfe Research, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wolfe Research, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wolfe Research, LLC Employees
Employee
Years
Job
Industry
Charlie Legg Charlie Legg's Wolfe Research, LLC Experience April 2011 - April 2013
Job Private Equity at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group July 2015 - Present
Wolfe Research, LLC April 2011 - April 2013
Putnam Investments July 2007 - April 2011
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Bowdoin College 2003 — 2007
BA, History, Economics
Fortress Investment Group July 2015 - Present
Wolfe Research, LLC April 2011 - April 2013
Putnam Investments July 2007 - April 2011
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Bowdoin College 2003 — 2007
BA, History, Economics
Shane Blankenhorn Shane Blankenhorn's Wolfe Research, LLC Experience July 2013 - November 2013
Job Music Industry Management
Industry Entertainment
Experience
TMWRK Management May 2015 - Present
Chobani November 2014 - May 2015
Chobani June 2014 - May 2015
Chobani November 2013 - May 2015
Wolfe Research, LLC July 2013 - November 2013
Town Residential January 2012 - May 2013
Luxury Attache November 2011 - May 2013
Jetsetter, A member of the Gilt Groupe December 2010 - November 2011
Status Nightlife June 2010 - August 2010
InterContinental Hotels Group May 2009 - August 2009
Skills
Event Management, Sales, Marketing, Hotels, Advertising, Microsoft Excel, Time Management, Leadership, Sales Management, Social Networking, Strategic Partnerships, Management, Customer Service, Editing, Hospitality, CRM, Budgets, Retail, Press Releases, Social Media Marketing, Public Relations, Social Media, Event Planning, Spanish, Online Marketing, Employee Training, Marketing Communications, Marketing Strategy, Market Research, Facebook, Online Advertising, Human Resources, Blogging, Email Marketing, PowerPoint, Business Development, Account Management, Fundraising, Negotiation, Strategic Planning, Brand Development, Salesforce.com, New Business Development, Public Speaking, Digital Marketing, Trade Shows, Media Relations, Contract Negotiation, Entrepreneurship, Direct Marketing
Education
Clemson University 2007 — 2010
B.S., International Business, Spanish
TMWRK Management May 2015 - Present
Chobani November 2014 - May 2015
Chobani June 2014 - May 2015
Chobani November 2013 - May 2015
Wolfe Research, LLC July 2013 - November 2013
Town Residential January 2012 - May 2013
Luxury Attache November 2011 - May 2013
Jetsetter, A member of the Gilt Groupe December 2010 - November 2011
Status Nightlife June 2010 - August 2010
InterContinental Hotels Group May 2009 - August 2009
Skills
Event Management, Sales, Marketing, Hotels, Advertising, Microsoft Excel, Time Management, Leadership, Sales Management, Social Networking, Strategic Partnerships, Management, Customer Service, Editing, Hospitality, CRM, Budgets, Retail, Press Releases, Social Media Marketing, Public Relations, Social Media, Event Planning, Spanish, Online Marketing, Employee Training, Marketing Communications, Marketing Strategy, Market Research, Facebook, Online Advertising, Human Resources, Blogging, Email Marketing, PowerPoint, Business Development, Account Management, Fundraising, Negotiation, Strategic Planning, Brand Development, Salesforce.com, New Business Development, Public Speaking, Digital Marketing, Trade Shows, Media Relations, Contract Negotiation, Entrepreneurship, Direct Marketing
Education
Clemson University 2007 — 2010
B.S., International Business, Spanish
Billy Paluch Billy Paluch's Wolfe Research, LLC Experience June 2014 - August 2014
Job Financial Analyst at Black Hills Corporation
Industry Higher Education
Experience
Black Hills Corporation September 2014 - Present
Wolfe Research, LLC June 2014 - August 2014
The Tennis Center of the Black Hills June 2008 - July 2013
Happy Hallow October 2012 - March 2013
Skills
Time Management, Passion for Success, Direct Client..., Strategic Planning, Internal Motivation
Education
Creighton University 2013 — 2015
Master of Security Analysis and Portfolio Management, Finance, General
Creighton University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6
Black Hills Corporation September 2014 - Present
Wolfe Research, LLC June 2014 - August 2014
The Tennis Center of the Black Hills June 2008 - July 2013
Happy Hallow October 2012 - March 2013
Skills
Time Management, Passion for Success, Direct Client..., Strategic Planning, Internal Motivation
Education
Creighton University 2013 — 2015
Master of Security Analysis and Portfolio Management, Finance, General
Creighton University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6
Dylan Grimm Dylan Grimm's Wolfe Research, LLC Experience May 2014 - August 2014
Job Financial Analyst at Koch Industries
Industry Higher Education
Experience
Koch Industries June 2015 - Present
Wolfe Research, LLC May 2014 - August 2014
Kansas State University August 2013 - June 2014
Spirit AeroSystems May 2013 - August 2013
Sigma Chi Fraternity May 2012 - December 2012
Sigma Chi Fraternity May 2011 - May 2012
Skills
Data Analysis, Statistics, Financial Modeling, Microsoft Excel, Teamwork, Qualitative Research, PowerPoint, Microsoft Office, Bloomberg Terminal, Public Speaking, Higher Education, Microsoft Word, SAP, Financial Analysis, Quantitative Research, Risk Analysis, Leadership, Value Investing
Education
Kansas State University 2010 — 2015
Financial Management, Senior
Koch Industries June 2015 - Present
Wolfe Research, LLC May 2014 - August 2014
Kansas State University August 2013 - June 2014
Spirit AeroSystems May 2013 - August 2013
Sigma Chi Fraternity May 2012 - December 2012
Sigma Chi Fraternity May 2011 - May 2012
Skills
Data Analysis, Statistics, Financial Modeling, Microsoft Excel, Teamwork, Qualitative Research, PowerPoint, Microsoft Office, Bloomberg Terminal, Public Speaking, Higher Education, Microsoft Word, SAP, Financial Analysis, Quantitative Research, Risk Analysis, Leadership, Value Investing
Education
Kansas State University 2010 — 2015
Financial Management, Senior
Stacy Harfenist Stacy Harfenist's Wolfe Research, LLC Experience March 2015 - Present
Job Administrative Assistant at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC March 2015 - Present
Savoy Capital September 2013 - December 2014
Law Offices of Justin C. Brasch May 2011 - May 2013
Skills
Securities
Education
Barnard College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Economics
Wolfe Research, LLC March 2015 - Present
Savoy Capital September 2013 - December 2014
Law Offices of Justin C. Brasch May 2011 - May 2013
Skills
Securities
Education
Barnard College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Economics
Jared Shojaian, CFA's Wolfe Research, LLC Experience May 2010 - Present
Job Vice President, Airline Equity Research at Wolfe Research
Industry Financial Services
Experience
Wolfe Research, LLC May 2010 - Present
AMR Corporation January 2009 - May 2010
Hutton Financial Advisors April 2007 - December 2008
Skills
Financial Modeling, Financial Analysis, Forecasting, Equity Research
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
Finance
Wolfe Research, LLC May 2010 - Present
AMR Corporation January 2009 - May 2010
Hutton Financial Advisors April 2007 - December 2008
Skills
Financial Modeling, Financial Analysis, Forecasting, Equity Research
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
Finance
Veronica Wohlschlaeger's Wolfe Research, LLC Experience February 2015 - Present
Job Marketing at Wolfe Research, LLC
Industry Marketing and Advertising
Experience
Wolfe Research, LLC February 2015 - Present
HGTV Magazine/Hearst Magazines June 2013 - Present
Signature Marketing Inc. November 2012 - February 2013
SELF Magazine June 2012 - August 2012
Providence Bruins January 2012 - May 2012
Magnolia Organics May 2011 - May 2012
Bryant University January 2011 - May 2012
Skills
Social Networking, Advertising Sales, Marketing, Event Management, Publishing, Event Planning, Sales, Public Relations, Client-oriented, Facebook, Social Media Marketing, PowerPoint, Public Speaking, Social Media, Press Releases, Marketing Communications, Advertising, Blogging, Microsoft Office, Microsoft Excel, Media Relations, Microsoft Word, Customer Service, Research, Sales&Marketing, Advertising Research, Sports, Sponsorship, Leadership, Editing, Email Marketing, Entrepreneurship, Community Outreach
Education
Bryant University 2009 — 2013
Bachelors of Arts in Business Administration, Marketing, Political Science
New Milford High School
Wolfe Research, LLC February 2015 - Present
HGTV Magazine/Hearst Magazines June 2013 - Present
Signature Marketing Inc. November 2012 - February 2013
SELF Magazine June 2012 - August 2012
Providence Bruins January 2012 - May 2012
Magnolia Organics May 2011 - May 2012
Bryant University January 2011 - May 2012
Skills
Social Networking, Advertising Sales, Marketing, Event Management, Publishing, Event Planning, Sales, Public Relations, Client-oriented, Facebook, Social Media Marketing, PowerPoint, Public Speaking, Social Media, Press Releases, Marketing Communications, Advertising, Blogging, Microsoft Office, Microsoft Excel, Media Relations, Microsoft Word, Customer Service, Research, Sales&Marketing, Advertising Research, Sports, Sponsorship, Leadership, Editing, Email Marketing, Entrepreneurship, Community Outreach
Education
Bryant University 2009 — 2013
Bachelors of Arts in Business Administration, Marketing, Political Science
New Milford High School
Chris Bottiglieri, CFA, CPA Chris Bottiglieri, CFA, CPA's Wolfe Research, LLC Experience September 2013 - Present
Job Equity Research Associate at Wolfe Research, LLC
Industry Investment Banking
Experience
Wolfe Research, LLC September 2013 - Present
Nomura Securities July 2012 - September 2013
Deutsche Bank July 2011 - July 2012
NYU Stern School of Business July 2009 - June 2011
Deloitte & Touche September 2005 - August 2009
Skills
Investment Banking, Accounting, Auditing, Value Investing, Equity Research Analysis, Growth Investing, Regression Analysis, Equity Research, Financial Modeling, Financial Reporting, Capital Markets, Due Diligence, Equity Valuation, Finance, Valuation, Financial Statement..., Fixed Income, Investments, Financial Analysis, Corporate Finance, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Financial Instruments & Markets, Taxation & Business Strategy, GPA: 3.55 out of 4.0.
Lehigh University 2001 — 2005
BS, Accounting
Wolfe Research, LLC September 2013 - Present
Nomura Securities July 2012 - September 2013
Deutsche Bank July 2011 - July 2012
NYU Stern School of Business July 2009 - June 2011
Deloitte & Touche September 2005 - August 2009
Skills
Investment Banking, Accounting, Auditing, Value Investing, Equity Research Analysis, Growth Investing, Regression Analysis, Equity Research, Financial Modeling, Financial Reporting, Capital Markets, Due Diligence, Equity Valuation, Finance, Valuation, Financial Statement..., Fixed Income, Investments, Financial Analysis, Corporate Finance, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Financial Instruments & Markets, Taxation & Business Strategy, GPA: 3.55 out of 4.0.
Lehigh University 2001 — 2005
BS, Accounting
Gloria Li Chen Gloria Li Chen's Wolfe Research, LLC Experience October 2013 - February 2014
Job Certified Business Developer / Executive Assistant / Public Relations
Industry Public Relations and Communications
Experience
Silver Star Motors Mercedes-Benz September 2014 - Present
Adjmi Apparel Group March 2014 - June 2014
Wolfe Research, LLC October 2013 - February 2014
Onex January 2013 - October 2013
Walter Steiger October 2007 - April 2012
Planet PR March 2008 - March 2009
Zang Toi, SZT LLC September 2006 - October 2007
Skills
Public Relations, Editorial, Fashion, Graphic Design, Facebook, Magazines, Photoshop, Illustrator, Social Media, Photo Retouching, Instagram, Pinterest, Retail, Leadership, Event Planning, Marketing, Image Manipulation, Microsoft Office, Sales, Microsoft Excel, Management, Sales Management, Marketing Strategy, Research, Team Building, Event Management, Outlook, Budgets, Fashion Shows, Social Networking, Customer Service, Strategic Planning, New Business Development, Training, Social Media Marketing, Media Relations, Strategy, Corporate Communications, Advertising, Marketing Communications, Entertainment, Mac
Education
Fashion Institute of Technology
Graphic Design
Fashion Institute of Technology 2005 — 2010
Fashion/Apparel Design
Silver Star Motors Mercedes-Benz September 2014 - Present
Adjmi Apparel Group March 2014 - June 2014
Wolfe Research, LLC October 2013 - February 2014
Onex January 2013 - October 2013
Walter Steiger October 2007 - April 2012
Planet PR March 2008 - March 2009
Zang Toi, SZT LLC September 2006 - October 2007
Skills
Public Relations, Editorial, Fashion, Graphic Design, Facebook, Magazines, Photoshop, Illustrator, Social Media, Photo Retouching, Instagram, Pinterest, Retail, Leadership, Event Planning, Marketing, Image Manipulation, Microsoft Office, Sales, Microsoft Excel, Management, Sales Management, Marketing Strategy, Research, Team Building, Event Management, Outlook, Budgets, Fashion Shows, Social Networking, Customer Service, Strategic Planning, New Business Development, Training, Social Media Marketing, Media Relations, Strategy, Corporate Communications, Advertising, Marketing Communications, Entertainment, Mac
Education
Fashion Institute of Technology
Graphic Design
Fashion Institute of Technology 2005 — 2010
Fashion/Apparel Design
Steven Perrotto's Wolfe Research, LLC Experience January 2015 - Present
Job Equity Research Associate at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC January 2015 - Present
FXCM August 2014 - December 2014
Joseph Gunnar & Co, LLC May 2014 - August 2014
The Baiocco And Maldari Connection January 2014 - May 2014
Metropolitan Opera May 2012 - September 2012
Skills
Information Systems, Java, Dreamweaver, Estonian, Spanish, Microsoft Excel, Microsoft Word, HTML, Photoshop, Management, Finance, Social Networking, PowerPoint, Public Speaking, Social Media, Economics, Teamwork, Research, Time Management
Education
Pace University - Lubin School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SUNY Rockland 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Mathematics and Science, 3.7 GPA
North Rockland
Wolfe Research, LLC January 2015 - Present
FXCM August 2014 - December 2014
Joseph Gunnar & Co, LLC May 2014 - August 2014
The Baiocco And Maldari Connection January 2014 - May 2014
Metropolitan Opera May 2012 - September 2012
Skills
Information Systems, Java, Dreamweaver, Estonian, Spanish, Microsoft Excel, Microsoft Word, HTML, Photoshop, Management, Finance, Social Networking, PowerPoint, Public Speaking, Social Media, Economics, Teamwork, Research, Time Management
Education
Pace University - Lubin School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SUNY Rockland 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Mathematics and Science, 3.7 GPA
North Rockland
Christopher Van Doren's Wolfe Research, LLC Experience February 2015 - Present
Job Research Associate at Wolfe Research, LLC
Industry Investment Management
Experience
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Cynthia Alozie's Wolfe Research, LLC Experience April 2015 - Present
Job Pepperdine University ℅ 2013
Industry Financial Services
Experience
Wolfe Research, LLC April 2015 - Present
Lord, Abbett & Co. LLC February 2014 - October 2014
Law Offices of Johnwilly C. Osuji June 2007 - September 2013
Pepperdine University August 2010 - May 2011
Skills
Microsoft Office, Time Management, Social Media, PowerPoint, Event Planning, Social Networking, Customer Service, Office Administration, Receptionist Duties, Office Management, Visual Merchandising, Fashion, Retail, Merchandising, Sales, Teamwork, Styling, Spanish, Retail Sales
Education
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Sports Medicine
Wolfe Research, LLC April 2015 - Present
Lord, Abbett & Co. LLC February 2014 - October 2014
Law Offices of Johnwilly C. Osuji June 2007 - September 2013
Pepperdine University August 2010 - May 2011
Skills
Microsoft Office, Time Management, Social Media, PowerPoint, Event Planning, Social Networking, Customer Service, Office Administration, Receptionist Duties, Office Management, Visual Merchandising, Fashion, Retail, Merchandising, Sales, Teamwork, Styling, Spanish, Retail Sales
Education
Pepperdine University 2009 — 2013
Bachelor of Science (B.S.), Sports Medicine
Derek Still's Wolfe Research, LLC Experience August 2012 - April 2013
Job Senior Account Executive & Sales Team Lead
Industry Internet
Experience
Stack Exchange July 2014 - Present
Stack Exchange February 2015 - Present
Stack Exchange June 2014 - February 2015
Stack Exchange April 2013 - June 2014
Wolfe Research, LLC August 2012 - April 2013
UBS Investment Bank February 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Boenning & Scattergood, Inc. June 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Arts
William Penn Charter School 1998 — 2005
Stack Exchange July 2014 - Present
Stack Exchange February 2015 - Present
Stack Exchange June 2014 - February 2015
Stack Exchange April 2013 - June 2014
Wolfe Research, LLC August 2012 - April 2013
UBS Investment Bank February 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Boenning & Scattergood, Inc. June 2007 - August 2007
Education
Dickinson College 2005 — 2009
Bachelor of Arts
William Penn Charter School 1998 — 2005
Alli Cooke Alli Cooke's Wolfe Research, LLC Experience March 2012 - Present
Job Conference Manager & Executive Assistant at Wolfe Research, LLC
Industry Events Services
Experience
Wolfe Research, LLC March 2012 - Present
Disco Sushi Entertainment August 2011 - February 2012
Conde Nast August 2010 - April 2011
Principals Executive Program 2008 - 2009
BoUNCe Magazine July 2006 - July 2008
Meier Law Offices October 2007 - June 2008
Diocese of Raleigh January 2008 - April 2008
Playmakers Repertory Co October 2004 - October 2007
Skills
Event Planning, Newsletters, Editing, InDesign, Nonprofits, Marketing, Publicity, Publishing, Research, Event Management, Facebook, Social Media Marketing, Blogging, Non-profits, Conference management
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Journalism/Mass Comm (Focus - Public Relations)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, School, Journalism and Mass Communication
Killian Hill Christian School
Wolfe Research, LLC March 2012 - Present
Disco Sushi Entertainment August 2011 - February 2012
Conde Nast August 2010 - April 2011
Principals Executive Program 2008 - 2009
BoUNCe Magazine July 2006 - July 2008
Meier Law Offices October 2007 - June 2008
Diocese of Raleigh January 2008 - April 2008
Playmakers Repertory Co October 2004 - October 2007
Skills
Event Planning, Newsletters, Editing, InDesign, Nonprofits, Marketing, Publicity, Publishing, Research, Event Management, Facebook, Social Media Marketing, Blogging, Non-profits, Conference management
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Journalism/Mass Comm (Focus - Public Relations)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, School, Journalism and Mass Communication
Killian Hill Christian School
Jeff Zundel Jeff Zundel's Wolfe Research, LLC Experience May 2014 - Present
Job Financial Services Associate at Wolfe Research, LLC
Industry Investment Banking
Experience
Wolfe Research, LLC May 2014 - Present
Light Green Advisors January 2014 - April 2014
Citi May 2013 - August 2013
Zundel’s Jewelry January 2005 - August 2012
Coldwell Banker – South Shore Realty January 2004 - January 2005
Skills
Microsoft Office, Computer Proficiency, Customer Experience, Real Estate Transactions, Financial Analysis, Corporate Finance, Strategic Financial..., Risk Management, Event Management, Sales Management, Managerial Finance, Real Estate Financing, Real Estate Economics, Real Estate License, Real Estate Private...
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Alabama 2000 — 2004
BS, Finance
Wolfe Research, LLC May 2014 - Present
Light Green Advisors January 2014 - April 2014
Citi May 2013 - August 2013
Zundel’s Jewelry January 2005 - August 2012
Coldwell Banker – South Shore Realty January 2004 - January 2005
Skills
Microsoft Office, Computer Proficiency, Customer Experience, Real Estate Transactions, Financial Analysis, Corporate Finance, Strategic Financial..., Risk Management, Event Management, Sales Management, Managerial Finance, Real Estate Financing, Real Estate Economics, Real Estate License, Real Estate Private...
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Alabama 2000 — 2004
BS, Finance
Tom Gang, CPA Tom Gang, CPA's Wolfe Research, LLC Experience May 2011 - Present
Job Wolfe Research, LLC
Industry Accounting
Experience
Wolfe Research, LLC May 2011 - Present
PwC September 2008 - April 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Statements, External Audit, Assurance, Broker-Dealer Compliance, Broker-Dealer Operations, Trade Operations, FINOP, Tax
Education
St. Joseph's College 2004 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Wolfe Research, LLC May 2011 - Present
PwC September 2008 - April 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Statements, External Audit, Assurance, Broker-Dealer Compliance, Broker-Dealer Operations, Trade Operations, FINOP, Tax
Education
St. Joseph's College 2004 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Jessica (Stein) Governale's Wolfe Research, LLC Experience March 2014 - March 2015
Job Administrative Assistant and Receptionist at InterMedia Partners, L.P.
Industry Financial Services
Experience
InterMedia Partners, L.P. April 2015 - Present
Wolfe Research, LLC March 2014 - March 2015
Accretive October 2012 - January 2014
Children's Aid Society July 2011 - October 2012
Children's Aid Society September 2009 - July 2011
Jet Set Social May 2009 - September 2009
Boys and Girls Harbor, Inc. September 2008 - May 2009
Tutor Time of Baldwin May 2007 - August 2008
Visiting Nurse Service of New York September 2007 - May 2008
Nassau County Department of Public Works June 2003 - August 2006
Skills
Program Development, Social Services, Case Managment, Group Therapy, Facebook, Public Speaking, Marketing, Community Outreach, Microsoft Word, Event Planning
Education
Columbia University 2007 — 2009
MS, Clinical Social Work
Boston University 2004 — 2007
BA, Psychology
InterMedia Partners, L.P. April 2015 - Present
Wolfe Research, LLC March 2014 - March 2015
Accretive October 2012 - January 2014
Children's Aid Society July 2011 - October 2012
Children's Aid Society September 2009 - July 2011
Jet Set Social May 2009 - September 2009
Boys and Girls Harbor, Inc. September 2008 - May 2009
Tutor Time of Baldwin May 2007 - August 2008
Visiting Nurse Service of New York September 2007 - May 2008
Nassau County Department of Public Works June 2003 - August 2006
Skills
Program Development, Social Services, Case Managment, Group Therapy, Facebook, Public Speaking, Marketing, Community Outreach, Microsoft Word, Event Planning
Education
Columbia University 2007 — 2009
MS, Clinical Social Work
Boston University 2004 — 2007
BA, Psychology
Matthew Hershenhorn Matthew Hershenhorn's Wolfe Research, LLC Experience June 2013 - August 2013
Job Summer Intern, Private Client Division at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Student Voice, Inc. July 2014 - Present
Esquire Bank LLC July 2014 - August 2014
Wolfe Research, LLC June 2013 - August 2013
Office of the Public Advocate for the City of New York July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Research, Technical Writing, English, Spanish, Public Speaking, Customer Service, Event Planning, Online Publishing, Website Development, Digital Media, Financial Modeling, Financial Reporting, Retail Banking, Equity Valuation, DCF Valuation, Equity Research, Freight Transportation, Real Estate Economics, Real Estate Financing, Commercial Real Estate, Macroeconomics, History of Philosophy, Philosophy of Mind, Phenomenology, Stand-up Comedy, Alto Saxophone, Tenor Saxophone, Piano, Sailing, Tennis, Golf
Education
Emory University 2012 — 2016
Bachelor's Degree, Economics & Philosophy, Junior
Oppenheimer & Co. Inc. May 2015 - Present
Student Voice, Inc. July 2014 - Present
Esquire Bank LLC July 2014 - August 2014
Wolfe Research, LLC June 2013 - August 2013
Office of the Public Advocate for the City of New York July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Research, Technical Writing, English, Spanish, Public Speaking, Customer Service, Event Planning, Online Publishing, Website Development, Digital Media, Financial Modeling, Financial Reporting, Retail Banking, Equity Valuation, DCF Valuation, Equity Research, Freight Transportation, Real Estate Economics, Real Estate Financing, Commercial Real Estate, Macroeconomics, History of Philosophy, Philosophy of Mind, Phenomenology, Stand-up Comedy, Alto Saxophone, Tenor Saxophone, Piano, Sailing, Tennis, Golf
Education
Emory University 2012 — 2016
Bachelor's Degree, Economics & Philosophy, Junior
Scott Schoenhaus Scott Schoenhaus's Wolfe Research, LLC Experience August 2011 - January 2014
Job Equity Research
Industry Financial Services
Experience
Stephens Inc. February 2014 - Present
Wolfe Research, LLC August 2011 - January 2014
Education
Georgetown University 2003 — 2007
Economics
Delbarton School 1999 — 2003
Stephens Inc. February 2014 - Present
Wolfe Research, LLC August 2011 - January 2014
Education
Georgetown University 2003 — 2007
Economics
Delbarton School 1999 — 2003
Nikolas Carpentieri's Wolfe Research, LLC Experience June 2014 - August 2014
Job Risk Advisory at EY
Industry Information Technology and Services
Experience
EY August 2015 - Present
Wolfe Research, LLC June 2014 - August 2014
Citrin Cooperman May 2013 - August 2013
Production Resource Group April 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Budgets, Financial Analysis, Equity Research Analysis, Teamwork, Valuation, Finance, Social Media, SAP ERP, Customer Service, Social Media Marketing, IBM SPSS Data Modeler, Microsoft Word, Project Planning, FactSet, Public Speaking, Process Improvement, Risk Analysis
Education
Penn State University 2011 — 2015
Bachelor of Applied Science (BASc), Bachelor of Science (B.S.), Management Information Systems, General, Finance
Byram Hills High School 2007 — 2011
EY August 2015 - Present
Wolfe Research, LLC June 2014 - August 2014
Citrin Cooperman May 2013 - August 2013
Production Resource Group April 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Budgets, Financial Analysis, Equity Research Analysis, Teamwork, Valuation, Finance, Social Media, SAP ERP, Customer Service, Social Media Marketing, IBM SPSS Data Modeler, Microsoft Word, Project Planning, FactSet, Public Speaking, Process Improvement, Risk Analysis
Education
Penn State University 2011 — 2015
Bachelor of Applied Science (BASc), Bachelor of Science (B.S.), Management Information Systems, General, Finance
Byram Hills High School 2007 — 2011
Gregory Stern's Wolfe Research, LLC Experience July 2015 - Present
Job Investment Banking Summer Analyst at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC July 2015 - Present
University of Richmond Student Activities Desk September 2013 - Present
Edgewood Management May 2015 - June 2015
Morgan Stanley Private Wealth Management May 2014 - August 2014
Makerbot Industries June 2013 - August 2013
Skills
Public Speaking, PowerPoint, Leadership, Interpersonal Skill, Microsoft Word, Critical Thinking, Finance, Economics, Spanish, Access, Data Analysis, Analysis, Customer Service, Microsoft Excel, Investments
Education
University of Richmond 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance
Rye High School 2008 — 2012
Wolfe Research, LLC July 2015 - Present
University of Richmond Student Activities Desk September 2013 - Present
Edgewood Management May 2015 - June 2015
Morgan Stanley Private Wealth Management May 2014 - August 2014
Makerbot Industries June 2013 - August 2013
Skills
Public Speaking, PowerPoint, Leadership, Interpersonal Skill, Microsoft Word, Critical Thinking, Finance, Economics, Spanish, Access, Data Analysis, Analysis, Customer Service, Microsoft Excel, Investments
Education
University of Richmond 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance
Rye High School 2008 — 2012
Amber Olson's Wolfe Research, LLC Experience September 2014 - Present
Job Institutional Equity Services at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC September 2014 - Present
NASDAQ OMX March 2012 - September 2014
NASDAQ OMX September 2010 - March 2012
National Yellow Pages Unlimited September 2004 - January 2010
The Saratoga Trunk Groupo May 2005 - August 2009
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Bloomberg, Account Management, CRM, Financial Modeling, Capital Markets, PowerPoint, Sales, Customer Service, Project Management, Investments, Analysis
Education
Babson College 2006 — 2010
Bachelor of Science in Business Management, Marketing, Science & Society
Guilderland High School 2001 — 2006
Wolfe Research, LLC September 2014 - Present
NASDAQ OMX March 2012 - September 2014
NASDAQ OMX September 2010 - March 2012
National Yellow Pages Unlimited September 2004 - January 2010
The Saratoga Trunk Groupo May 2005 - August 2009
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Bloomberg, Account Management, CRM, Financial Modeling, Capital Markets, PowerPoint, Sales, Customer Service, Project Management, Investments, Analysis
Education
Babson College 2006 — 2010
Bachelor of Science in Business Management, Marketing, Science & Society
Guilderland High School 2001 — 2006
Matt Timpanelli's Wolfe Research, LLC Experience February 2015 - Present
Job Institutional Equity Sales at Wolfe Research, LLC
Industry Capital Markets
Experience
Wolfe Research, LLC February 2015 - Present
KLR Group, LLC January 2014 - December 2014
KeyBanc Capital Markets 2012 - December 2013
Janney Montgomery Scott June 2012 - August 2012
Sage American Grill and Oyster Bar June 2011 - June 2012
Mare Bello Fine Italian Cuisine May 2010 - August 2010
Education
Bentley University 2012 — 2013
Master of Science (MS), Finance
Florida State University - College of Business 2009 — 2012
Bachelor's, Finance, Applied Economics
Wolfe Research, LLC February 2015 - Present
KLR Group, LLC January 2014 - December 2014
KeyBanc Capital Markets 2012 - December 2013
Janney Montgomery Scott June 2012 - August 2012
Sage American Grill and Oyster Bar June 2011 - June 2012
Mare Bello Fine Italian Cuisine May 2010 - August 2010
Education
Bentley University 2012 — 2013
Master of Science (MS), Finance
Florida State University - College of Business 2009 — 2012
Bachelor's, Finance, Applied Economics
Alexander Naples Alexander Naples's Wolfe Research, LLC Experience April 2014 - Present
Job Equity Research Sales at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC April 2014 - Present
Morgan Stanley January 2013 - July 2013
First Empire Securities, Inc June 2012 - August 2012
Skills
Economics, Financial Analysis, Financial Modeling, Equity Research, Leadership, Team Leadership, Equities, Microsoft Excel, Equity Trading, Equity Research Analysis, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
MBA, Finance, GPA: 3.96
Saint John's University 2009 — 2013
B.S., Finance, GPA: 3.76
Wolfe Research, LLC April 2014 - Present
Morgan Stanley January 2013 - July 2013
First Empire Securities, Inc June 2012 - August 2012
Skills
Economics, Financial Analysis, Financial Modeling, Equity Research, Leadership, Team Leadership, Equities, Microsoft Excel, Equity Trading, Equity Research Analysis, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
MBA, Finance, GPA: 3.96
Saint John's University 2009 — 2013
B.S., Finance, GPA: 3.76
Chelsea Butler's Wolfe Research, LLC Experience October 2014 - Present
Job Administrative Assistant at Wolfe Research, LLC
Industry Public Relations and Communications
Experience
Wolfe Research, LLC October 2014 - Present
Laura Davidson Public Relation 2014 - 2014
HEINEKEN 2013 - 2014
Russell Investments 2011 - 2012
Anittel 2010 - 2011
Skills
Social Media Marketing, Strategic Communications, Executive..., Google Analytics, Microsoft Excel, Microsoft Office, QuickBooks, CisionPoint, comScore, Adobe Acrobat, Photoshop, PowerPoint, Hospitality, Client Relations, Client Services, Event Planning, Budgeting, Public Relations, Administrative..., Database Administration, Marketing Communications, Scheduling, Conference Coordination, Conference Organization, Conference Management, CRM Databases, Lead Generation, Client Liaison, Client Presentation, Deadline Oriented, Clipping, Pitching Media, Publishing, Proofreading, Merchandising
Education
Saint John's University 2013 — 2014
Bachelor's Degree, Communication and Media Studies
Macquarie University 2011 — 2013
Communication and Media Studies
VTHS
Wolfe Research, LLC October 2014 - Present
Laura Davidson Public Relation 2014 - 2014
HEINEKEN 2013 - 2014
Russell Investments 2011 - 2012
Anittel 2010 - 2011
Skills
Social Media Marketing, Strategic Communications, Executive..., Google Analytics, Microsoft Excel, Microsoft Office, QuickBooks, CisionPoint, comScore, Adobe Acrobat, Photoshop, PowerPoint, Hospitality, Client Relations, Client Services, Event Planning, Budgeting, Public Relations, Administrative..., Database Administration, Marketing Communications, Scheduling, Conference Coordination, Conference Organization, Conference Management, CRM Databases, Lead Generation, Client Liaison, Client Presentation, Deadline Oriented, Clipping, Pitching Media, Publishing, Proofreading, Merchandising
Education
Saint John's University 2013 — 2014
Bachelor's Degree, Communication and Media Studies
Macquarie University 2011 — 2013
Communication and Media Studies
VTHS
Claire Tse's Wolfe Research, LLC Experience July 2015 - Present
Job Research Associate at Wolfe Research, LLC
Industry Real Estate
Experience
Wolfe Research, LLC July 2015 - Present
Wolfe Research, LLC February 2013 - June 2015
Elegran Real Estate & Development July 2012 - January 2013
Cornell University December 2010 - May 2012
Cornell University April 2009 - May 2012
University Directories May 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
AIC Education June 2009 - August 2009
Rita's Italian Ice May 2002 - August 2008
Skills
Real Estate, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Research, Microsoft Word, Mandarin, Market Research, Social Media Marketing, Stata, Event Planning, Editing, Statistics, Data Analysis
Education
Cornell University 2008 — 2012
Bachelor of Arts, Economics, Sociology
Livingston High School 2004 — 2008
Wolfe Research, LLC July 2015 - Present
Wolfe Research, LLC February 2013 - June 2015
Elegran Real Estate & Development July 2012 - January 2013
Cornell University December 2010 - May 2012
Cornell University April 2009 - May 2012
University Directories May 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
AIC Education June 2009 - August 2009
Rita's Italian Ice May 2002 - August 2008
Skills
Real Estate, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Research, Microsoft Word, Mandarin, Market Research, Social Media Marketing, Stata, Event Planning, Editing, Statistics, Data Analysis
Education
Cornell University 2008 — 2012
Bachelor of Arts, Economics, Sociology
Livingston High School 2004 — 2008
Chip Miller's Wolfe Research, LLC Experience April 2013 - Present
Job
Industry Investment Banking
Experience
Wolfe Research, LLC April 2013 - Present
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA
Fairfield University 1989 — 1993
BS
Wolfe Research, LLC April 2013 - Present
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA
Fairfield University 1989 — 1993
BS
Andrew Gordon, CFA's Wolfe Research, LLC Experience 2013 - 2015
Job Investment Analyst at Zeke LP
Industry Investment Management
Experience
Zeke LP 2015 - Present
Wolfe Research, LLC 2013 - 2015
CastleRock Management April 2012 - September 2013
JP Morgan 2011 - 2011
JPMorgan Chase 2010 - 2011
Shazzle, LLC June 2009 - December 2009
New Sector Alliance June 2008 - September 2008
Harvard College Globalization Project January 2005 - June 2008
ITAP International July 2007 - September 2007
United Nations - CEPAL June 2006 - August 2006
Skills
Financial Modeling, Investments, Investment Strategies, Financial Analysis, Economics, Valuation, Analysis, Business Strategy, Entrepreneurship, Data Analysis, Strategy, Bloomberg, Start-ups, Hedge Funds, Business Development, Corporate Finance, Private Equity, Management, Venture Capital, Portfolio Management, Emerging Markets
Education
Columbia Business School
MBA, Value Investing Program
Harvard University 2005 — 2009
BA, Hons, Social Science
Zeke LP 2015 - Present
Wolfe Research, LLC 2013 - 2015
CastleRock Management April 2012 - September 2013
JP Morgan 2011 - 2011
JPMorgan Chase 2010 - 2011
Shazzle, LLC June 2009 - December 2009
New Sector Alliance June 2008 - September 2008
Harvard College Globalization Project January 2005 - June 2008
ITAP International July 2007 - September 2007
United Nations - CEPAL June 2006 - August 2006
Skills
Financial Modeling, Investments, Investment Strategies, Financial Analysis, Economics, Valuation, Analysis, Business Strategy, Entrepreneurship, Data Analysis, Strategy, Bloomberg, Start-ups, Hedge Funds, Business Development, Corporate Finance, Private Equity, Management, Venture Capital, Portfolio Management, Emerging Markets
Education
Columbia Business School
MBA, Value Investing Program
Harvard University 2005 — 2009
BA, Hons, Social Science
Scott Group's Wolfe Research, LLC Experience May 2008 - Present
Job Wolfe Research Transportation Analyst
Industry Financial Services
Experience
Wolfe Research, LLC May 2008 - Present
Bear Stearns 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Education
University of Pennsylvania 1999 — 2003
Wolfe Research, LLC May 2008 - Present
Bear Stearns 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Education
University of Pennsylvania 1999 — 2003
Dave Malat's Wolfe Research, LLC Experience April 2008 - Present
Job Chief Financial Officer and Chief Operating Officer at Wolfe Research
Industry Financial Services
Experience
Wolfe Research, LLC April 2008 - Present
Searock Capital Management 2007 - 2008
Zweig Companies 1989 - 1998
Oppenheim, Appel & Dixon 1981 - 1988
Skills
Securities, Finance, Hedge Funds, Financial Modeling, Asset Management, Financial Analysis
Education
SUNY at Buffalo 1975 — 1979
Bachelor of Science, Accounting
Wolfe Research, LLC April 2008 - Present
Searock Capital Management 2007 - 2008
Zweig Companies 1989 - 1998
Oppenheim, Appel & Dixon 1981 - 1988
Skills
Securities, Finance, Hedge Funds, Financial Modeling, Asset Management, Financial Analysis
Education
SUNY at Buffalo 1975 — 1979
Bachelor of Science, Accounting
Scott Mushkin's Wolfe Research, LLC Experience May 2013 - Present
Job managing director at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Wolfe Research, LLC May 2013 - Present
Jefferies & Company June 2008 - May 2013
Banc of America Securities 2005 - 2007
Lehman Brothers 2001 - 2004
Education
The University of Chicago - Booth School of Business 1999 — 2001
mba, finance, economics, strategy
Boston College 1987 — 1991
ba, history
Adrienne Yih's Wolfe Research, LLC Experience July 2015 - Present
Job Managing Director, Senior Analyst Retailing/Department Stores & Specialty Softlines at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC July 2015 - Present
Janney Capital Markets August 2010 - June 2015
FBR Capital Markets June 2006 - May 2010
Wedbush Morgan Securities April 2000 - May 2006
Prudential Securities 1993 - 1997
Skills
Retail, Equity Research, Valuation, Financial Analysis, Mutual Funds, Series 63, M&A experience, Finance, Capital Markets, Venture Capital, Investment Banking, Asset Allocation, Equities, Financial Modeling, Hedge Funds, Stock Picking, Equity Valuation, Series 7, Private Equity, Structured Finance, Competitive Analysis, Sell Side, FINRA, Management, Mergers & Acquisitions, Investments, Alternative Investments, Bloomberg, Securities, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Investment Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Stanford University 1988 — 1992
BS, Industrial Engineering
Wolfe Research, LLC July 2015 - Present
Janney Capital Markets August 2010 - June 2015
FBR Capital Markets June 2006 - May 2010
Wedbush Morgan Securities April 2000 - May 2006
Prudential Securities 1993 - 1997
Skills
Retail, Equity Research, Valuation, Financial Analysis, Mutual Funds, Series 63, M&A experience, Finance, Capital Markets, Venture Capital, Investment Banking, Asset Allocation, Equities, Financial Modeling, Hedge Funds, Stock Picking, Equity Valuation, Series 7, Private Equity, Structured Finance, Competitive Analysis, Sell Side, FINRA, Management, Mergers & Acquisitions, Investments, Alternative Investments, Bloomberg, Securities, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Investment Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
Stanford University 1988 — 1992
BS, Industrial Engineering
Ivan Yi's Wolfe Research, LLC Experience 2008 - Present
Job Vice President at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC 2008 - Present
North Sound Capital 2006 - 2006
Rockefeller University 2003 - 2005
Credit Suisse 2000 - 2001
Deutsche Bank 1999 - 2000
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Yale University 1995 — 1999
Bachelor's Degree, Economics & Mathematics
Wolfe Research, LLC 2008 - Present
North Sound Capital 2006 - 2006
Rockefeller University 2003 - 2005
Credit Suisse 2000 - 2001
Deutsche Bank 1999 - 2000
Education
UCLA Anderson School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Yale University 1995 — 1999
Bachelor's Degree, Economics & Mathematics
Vanck Zhu's Wolfe Research, LLC Experience March 2014 - Present
Job Equity Research Associate at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC March 2014 - Present
Fidelity Investments July 2011 - February 2014
Navon Partners August 2010 - January 2011
Credit Suisse June 2010 - August 2010
Heraeus July 2009 - September 2009
Ivy Insiders April 2008 - August 2008
Shoreview Public Library September 2003 - December 2006
Skills
Microsoft Excel, Financial Modeling, Valuation, Economics, Mandarin, VBA, Financial Analysis, Data Analysis, Statistics, Research, Python
Education
Columbia University in the City of New York 2007 — 2011
Bachelor’s Degree, Mathematics, Economics-Philosophy
University of Oxford 2009 — 2010
N/A, Mathematics, Philosophy
Wolfe Research, LLC March 2014 - Present
Fidelity Investments July 2011 - February 2014
Navon Partners August 2010 - January 2011
Credit Suisse June 2010 - August 2010
Heraeus July 2009 - September 2009
Ivy Insiders April 2008 - August 2008
Shoreview Public Library September 2003 - December 2006
Skills
Microsoft Excel, Financial Modeling, Valuation, Economics, Mandarin, VBA, Financial Analysis, Data Analysis, Statistics, Research, Python
Education
Columbia University in the City of New York 2007 — 2011
Bachelor’s Degree, Mathematics, Economics-Philosophy
University of Oxford 2009 — 2010
N/A, Mathematics, Philosophy
Douglas Hundt, CFA's Wolfe Research, LLC Experience February 2010 - Present
Job Director, Institutional Equity Sales
Industry Investment Banking
Experience
Wolfe Research, LLC February 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch April 2005 - January 2007
UBS October 2002 - April 2005
Skills
Equity Research, Client Service, Economics, Equities, Bloomberg, Series 7, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Equity Valuation, Investments, Financial Analysis, Alternative Investments, Portfolio Management, Series 63, Asset Allocation, Asset Managment, Bloomberg Terminal, Mutual Funds, Sell Side, Financial Services
Education
Bates College 1998 — 2002
BA, Economics
Fordham Preparatory School 1994 — 1998
Wolfe Research, LLC February 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch April 2005 - January 2007
UBS October 2002 - April 2005
Skills
Equity Research, Client Service, Economics, Equities, Bloomberg, Series 7, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Equity Valuation, Investments, Financial Analysis, Alternative Investments, Portfolio Management, Series 63, Asset Allocation, Asset Managment, Bloomberg Terminal, Mutual Funds, Sell Side, Financial Services
Education
Bates College 1998 — 2002
BA, Economics
Fordham Preparatory School 1994 — 1998
Timothy Denoyer's Wolfe Research, LLC Experience October 2009 - July 2013
Job Industrials Analyst at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P. April 2015 - Present
KSA MidOcean September 2013 - April 2015
Wolfe Research, LLC October 2009 - July 2013
Wolfe Research, LLC May 2008 - October 2009
Bear Stearns March 2006 - May 2008
Prudential Equity Group March 2002 - October 2005
Skills
Economics, Primary Research, Equity Research, Valuation, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Analysis, Equities, Bloomberg, Capital Markets, Alternative Investments, Equity Valuation, Fixed Income, Asset Management
Education
James Madison University 1997 — 2001
BBA, Economics, Finance
Balyasny Asset Management L.P. April 2015 - Present
KSA MidOcean September 2013 - April 2015
Wolfe Research, LLC October 2009 - July 2013
Wolfe Research, LLC May 2008 - October 2009
Bear Stearns March 2006 - May 2008
Prudential Equity Group March 2002 - October 2005
Skills
Economics, Primary Research, Equity Research, Valuation, Financial Modeling, Investments, Financial Analysis, Hedge Funds, Analysis, Equities, Bloomberg, Capital Markets, Alternative Investments, Equity Valuation, Fixed Income, Asset Management
Education
James Madison University 1997 — 2001
BBA, Economics, Finance
Cody Ross's Wolfe Research, LLC Experience October 2013 - Present
Job Equity Research Associate
Industry Financial Services
Experience
Wolfe Research, LLC October 2013 - Present
AIB August 2013 - October 2013
Deloitte Financial Advisory Services September 2011 - August 2013
Skills
Financial Analysis, Series 7, Series 63, Series 86, Series 87, Financial Modeling, Equity Research, Valuation, Microsoft Excel, Equities
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Wolfe Research, LLC October 2013 - Present
AIB August 2013 - October 2013
Deloitte Financial Advisory Services September 2011 - August 2013
Skills
Financial Analysis, Series 7, Series 63, Series 86, Series 87, Financial Modeling, Equity Research, Valuation, Microsoft Excel, Equities
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Aram Rubinson's Wolfe Research, LLC Experience November 2013 - Present
Job Managing Director at Wolfe Research, LLC
Industry Retail
Experience
Wolfe Research, LLC November 2013 - Present
Nomura June 2010 - November 2012
Highside Capital Management May 2005 - April 2010
Education
Tufts University 1988 — 1992
Master of Arts (B.A.), Economics
Frisch High School 1984 — 1988
Wolfe Research, LLC November 2013 - Present
Nomura June 2010 - November 2012
Highside Capital Management May 2005 - April 2010
Education
Tufts University 1988 — 1992
Master of Arts (B.A.), Economics
Frisch High School 1984 — 1988
Christian Theodoropoulos's Wolfe Research, LLC Experience June 2015 - Present
Job Equity Research Associate at Wolfe Research, LLC
Industry Financial Services
Experience
Wolfe Research, LLC June 2015 - Present
U.S.A. Hockey, Level 3 Referee December 2007 - Present
Innovus Capital January 2015 - April 2015
Soros Fund Management October 2014 - December 2014
CIBC May 2014 - August 2014
Millennium Partners June 2013 - May 2014
CounterPointe Digital Technologies May 2013 - May 2013
Gilford Securities February 2013 - May 2013
HFP Capital October 2012 - December 2012
Imperial China December 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Acess, Internet Explorer, Fixed Income, Bloomberg, Customer Service, Sales, Financial Modeling, Trading, Financial Analysis, Finance, Investments, Portfolio Management, Microsoft Office
Education
Fordham University 2011 — 2015
Bachelor's Degree, Finance Major, Double Minor in Economics and Accounting, Specialization in Alternative Investments, GPA: 3.7
Wolfe Research, LLC June 2015 - Present
U.S.A. Hockey, Level 3 Referee December 2007 - Present
Innovus Capital January 2015 - April 2015
Soros Fund Management October 2014 - December 2014
CIBC May 2014 - August 2014
Millennium Partners June 2013 - May 2014
CounterPointe Digital Technologies May 2013 - May 2013
Gilford Securities February 2013 - May 2013
HFP Capital October 2012 - December 2012
Imperial China December 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Acess, Internet Explorer, Fixed Income, Bloomberg, Customer Service, Sales, Financial Modeling, Trading, Financial Analysis, Finance, Investments, Portfolio Management, Microsoft Office
Education
Fordham University 2011 — 2015
Bachelor's Degree, Finance Major, Double Minor in Economics and Accounting, Specialization in Alternative Investments, GPA: 3.7
Pallante Sandra's Wolfe Research, LLC Experience May 2012 - Present
Job Chief Compliance Officer at Wolfe Research, LLC
Industry
Experience
Wolfe Research, LLC May 2012 - Present
Bear 2003 - 2008
Education
Brooklyn Law School
Wolfe Research, LLC May 2012 - Present
Bear 2003 - 2008
Education
Brooklyn Law School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY