Wolfe Trahan & Co.
Industry: Company
DescriptionFounded: 2008 Subsidiary: Wolfe Trahan Securities
Wolfe Trahan & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wolfe Trahan & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wolfe Trahan & Co. Salaries. You can even request information on how much does Wolfe Trahan & Co. pay if you want to. Learn about salaries, pros and cons of working for Wolfe Trahan & Co. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
16 Wolfe Trahan & Co. employees in database. Find out everything there's to know about Wolfe Trahan & Co. 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.
Wolfe Trahan & Co. Employees
Employee
Years
Job
Industry
Victor Morange, CFA Victor Morange, CFA's Wolfe Trahan & Co. Experience March 2010 - June 2010
Job Quantitative and Index Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Macquarie Group October 2010 - August 2014
Wolfe Trahan & Co. March 2010 - June 2010
Bally Technologies June 2009 - March 2010
State Street April 2007 - January 2009
Raytheon June 2005 - March 2007
Skills
VBA, Portfolio Management, Equities, Analysis, Equity Research, Strategy, Trading, Competitive Analysis, Investments, R, Market Research, Trading Strategies, Economics, SAS, SQL
Education
University of Arizona 2004 — 2005
Master of Science (M.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Engineering/Industrial Management
Morgan Stanley August 2014 - Present
Macquarie Group October 2010 - August 2014
Wolfe Trahan & Co. March 2010 - June 2010
Bally Technologies June 2009 - March 2010
State Street April 2007 - January 2009
Raytheon June 2005 - March 2007
Skills
VBA, Portfolio Management, Equities, Analysis, Equity Research, Strategy, Trading, Competitive Analysis, Investments, R, Market Research, Trading Strategies, Economics, SAS, SQL
Education
University of Arizona 2004 — 2005
Master of Science (M.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Systems Engineering
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Engineering/Industrial Management
Catherine McQuail Catherine McQuail's Wolfe Trahan & Co. Experience January 2011 - May 2011
Job Account Executive at The Merz Group
Industry Marketing and Advertising
Experience
The Merz Group October 2012 - Present
The Merz Group September 2011 - October 2012
Wolfe Trahan & Co. January 2011 - May 2011
Running Subway, LLC June 2010 - August 2010
Community Blood Services June 2008 - August 2008
Focus Pointe Global June 2007 - August 2007
Skills
Proofreading, Project Management, Organization, Social Media, SEO, Blogging, Detail-Oriented, Branding, Client Service, Market Research, Event Management, Advertising, Marketing Strategy, Marketing Communications, Time Management, PowerPoint, Editing, Client Services, Press Releases, Marketing
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Management
The Merz Group October 2012 - Present
The Merz Group September 2011 - October 2012
Wolfe Trahan & Co. January 2011 - May 2011
Running Subway, LLC June 2010 - August 2010
Community Blood Services June 2008 - August 2008
Focus Pointe Global June 2007 - August 2007
Skills
Proofreading, Project Management, Organization, Social Media, SEO, Blogging, Detail-Oriented, Branding, Client Service, Market Research, Event Management, Advertising, Marketing Strategy, Marketing Communications, Time Management, PowerPoint, Editing, Client Services, Press Releases, Marketing
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Management
Eric Weiss Eric Weiss's Wolfe Trahan & Co. Experience August 2012 - Present
Job Associate at Wolfe Trahan & Co.
Industry Investment Banking
Experience
Wolfe Trahan & Co. August 2012 - Present
Nomura July 2011 - August 2012
Nomura June 2010 - August 2010
Skills
Finance, Corporate Finance, Structured Finance, Financial Modeling, Financial Statement..., Financial Analysis, Bloomberg, Series 7, Series 63, Analysis, Valuation, Business Analysis, PowerPoint, Microsoft Excel, series 79, Capital Markets, Investment Banking, Hedge Funds, Fixed Income
Education
Bucknell University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Philosophy
New Providence High School 2003 — 2007
Wolfe Trahan & Co. August 2012 - Present
Nomura July 2011 - August 2012
Nomura June 2010 - August 2010
Skills
Finance, Corporate Finance, Structured Finance, Financial Modeling, Financial Statement..., Financial Analysis, Bloomberg, Series 7, Series 63, Analysis, Valuation, Business Analysis, PowerPoint, Microsoft Excel, series 79, Capital Markets, Investment Banking, Hedge Funds, Fixed Income
Education
Bucknell University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Philosophy
New Providence High School 2003 — 2007
Nathaniel Brogadir Nathaniel Brogadir's Wolfe Trahan & Co. Experience December 2010 - May 2011
Job Director at Post Road Capital Management
Industry Investment Management
Experience
Post Road Capital Management March 2014 - Present
Citi June 2013 - March 2014
Stifel Nicolaus (Formerly Thomas Weisel Partners) May 2011 - June 2013
Wolfe Trahan & Co. December 2010 - May 2011
Wolfe Trahan & Co. November 2008 - December 2010
PNC Financial Services Group May 2007 - November 2008
Skills
Equity Research, Corporate Finance, Financial Modeling, Internet Strategy, Digital Media, Social Media, Entrepreneurship, Investment Management, Lead Generation, E-commerce, Transportation, Business Strategy, Investments
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Economics
Post Road Capital Management March 2014 - Present
Citi June 2013 - March 2014
Stifel Nicolaus (Formerly Thomas Weisel Partners) May 2011 - June 2013
Wolfe Trahan & Co. December 2010 - May 2011
Wolfe Trahan & Co. November 2008 - December 2010
PNC Financial Services Group May 2007 - November 2008
Skills
Equity Research, Corporate Finance, Financial Modeling, Internet Strategy, Digital Media, Social Media, Entrepreneurship, Investment Management, Lead Generation, E-commerce, Transportation, Business Strategy, Investments
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Economics
Rob Farley, CFA Rob Farley, CFA's Wolfe Trahan & Co. Experience June 2008 - May 2013
Job
Industry Financial Services
Experience
Strategas Research Partners May 2013 - Present
Wolfe Trahan & Co. June 2008 - May 2013
Bear Stearns December 2003 - June 2008
Pratt & Whitney January 1999 - October 2003
Education
Michigan State University 1996 — 1998
B.S., Mechanical Engineering
Strategas Research Partners May 2013 - Present
Wolfe Trahan & Co. June 2008 - May 2013
Bear Stearns December 2003 - June 2008
Pratt & Whitney January 1999 - October 2003
Education
Michigan State University 1996 — 1998
B.S., Mechanical Engineering
Roxanne Daly Roxanne Daly's Wolfe Trahan & Co. Experience November 2011 - January 2013
Job Marketing Coordinator at Graphics Systems Corporation
Industry Marketing and Advertising
Experience
Graphics Systems Corporation August 2014 - Present
JX Enterprises / JX Peterbilt July 2013 - July 2014
Kohl's Department Stores April 2013 - July 2013
Wolfe Trahan & Co. November 2011 - January 2013
Marathon Asset Management March 2011 - November 2011
Loretta Barrett Books September 2010 - March 2011
UW Milwaukee Writing Center January 2009 - May 2010
Milwaukee Magazine September 2009 - January 2010
Skills
Event Planning, Blogging, Event Management, Marketing Communications, Customer Service, Facebook, Social Media Marketing, Marketing, Editing, Microsoft Word, Newsletters, Editorial, Advertising, Management
Education
Pace University 2013 — 2013
Digital Publishing
University of Wisconsin-Milwaukee 2006 — 2010
BA, English, Linguistics
Graphics Systems Corporation August 2014 - Present
JX Enterprises / JX Peterbilt July 2013 - July 2014
Kohl's Department Stores April 2013 - July 2013
Wolfe Trahan & Co. November 2011 - January 2013
Marathon Asset Management March 2011 - November 2011
Loretta Barrett Books September 2010 - March 2011
UW Milwaukee Writing Center January 2009 - May 2010
Milwaukee Magazine September 2009 - January 2010
Skills
Event Planning, Blogging, Event Management, Marketing Communications, Customer Service, Facebook, Social Media Marketing, Marketing, Editing, Microsoft Word, Newsletters, Editorial, Advertising, Management
Education
Pace University 2013 — 2013
Digital Publishing
University of Wisconsin-Milwaukee 2006 — 2010
BA, English, Linguistics
Sarah Dwyer Sarah Dwyer's Wolfe Trahan & Co. Experience October 2011 - December 2011
Job VP; Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust July 2015 - Present
U.S. Trust February 2014 - July 2015
U.S. Trust November 2012 - February 2014
U.S. Trust February 2012 - November 2012
Wolfe Trahan & Co. October 2011 - December 2011
Vox Network Technologies May 2010 - July 2010
ICAP August 2007 - June 2009
New York Mercantile Exchange May 2006 - July 2006
Education
Lehigh University - College of Business and Economics 2009 — 2011
Master of Business Administration (MBA), Finance
Penn State University 2003 — 2007
B.A., Economics, French
The Pingry School 1999 — 2003
U.S. Trust July 2015 - Present
U.S. Trust February 2014 - July 2015
U.S. Trust November 2012 - February 2014
U.S. Trust February 2012 - November 2012
Wolfe Trahan & Co. October 2011 - December 2011
Vox Network Technologies May 2010 - July 2010
ICAP August 2007 - June 2009
New York Mercantile Exchange May 2006 - July 2006
Education
Lehigh University - College of Business and Economics 2009 — 2011
Master of Business Administration (MBA), Finance
Penn State University 2003 — 2007
B.A., Economics, French
The Pingry School 1999 — 2003
Damion Egerton's Wolfe Trahan & Co. Experience September 2010 - February 2011
Job Manager, Capital Markets Advisory PwC Advisory Services LLC
Industry Financial Services
Experience
PwC Advisory Services LLC July 2015 - Present
PwC September 2011 - June 2015
Wolfe Trahan & Co. September 2010 - February 2011
JPMorgan Chase August 2003 - August 2008
Fred Alger Management October 2000 - April 2003
Salomon Smith Barney June 1998 - September 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Equity Research, Financial Analysis, Capital Markets, Private Equity, Equities, Investment Banking, Due Diligence, Hedge Funds, Fixed Income, Investments, Emerging Markets, Equity Valuation, Series 7, Competitive Analysis, Alternative Investments, Trading, Asset Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Seton Hall University 1994 — 1998
BSBA, Finance
PwC Advisory Services LLC July 2015 - Present
PwC September 2011 - June 2015
Wolfe Trahan & Co. September 2010 - February 2011
JPMorgan Chase August 2003 - August 2008
Fred Alger Management October 2000 - April 2003
Salomon Smith Barney June 1998 - September 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Equity Research, Financial Analysis, Capital Markets, Private Equity, Equities, Investment Banking, Due Diligence, Hedge Funds, Fixed Income, Investments, Emerging Markets, Equity Valuation, Series 7, Competitive Analysis, Alternative Investments, Trading, Asset Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Seton Hall University 1994 — 1998
BSBA, Finance
Chloe Nicol's Wolfe Trahan & Co. Experience April 2010 - May 2011
Job Portfolio Manager at Algodon Advisers
Industry Investment Banking
Experience
Algodon Advisers January 2014 - Present
Teneo Strategy June 2011 - December 2013
Wolfe Trahan & Co. April 2010 - May 2011
UBS July 2008 - December 2009
JP Morgan Cazenove August 2004 - September 2006
JP Morgan Cazenove June 2004 - August 2004
Finsbury July 2003 - August 2003
Skills
Strategy, Financial Modeling, Equities, Management, Hedge Funds, Financial Analysis, Portfolio Management, Finance
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, University of Toronto - Rotman School of Management
McGill University 2000 — 2004
BA, Economics Major, European History and Theatre Studies Minor
University of Sorbonne
Algodon Advisers January 2014 - Present
Teneo Strategy June 2011 - December 2013
Wolfe Trahan & Co. April 2010 - May 2011
UBS July 2008 - December 2009
JP Morgan Cazenove August 2004 - September 2006
JP Morgan Cazenove June 2004 - August 2004
Finsbury July 2003 - August 2003
Skills
Strategy, Financial Modeling, Equities, Management, Hedge Funds, Financial Analysis, Portfolio Management, Finance
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, University of Toronto - Rotman School of Management
McGill University 2000 — 2004
BA, Economics Major, European History and Theatre Studies Minor
University of Sorbonne
Joe Ramirez, CFA's Wolfe Trahan & Co. Experience February 2010 - March 2013
Job Global Macro & Quantitative Research Analyst
Industry Investment Management
Experience
Surgo Group August 2015 - Present
Cornerstone Macro LP May 2013 - May 2015
Wolfe Trahan & Co. February 2010 - March 2013
ISI Group December 2009 - February 2010
Beacon Trust Company August 2007 - December 2009
Provident Group Asset Management May 2007 - August 2007
Rockwell Automation May 2006 - September 2006
Skills
Equities, Bloomberg, VBA, Portfolio Management, Investments, Data Analysis, Statistics, Matlab, Economics, Financial Modeling, Quantitative Finance, C++, Equity Research, Mutual Funds, Valuation, Financial Analysis, Hedge Funds, Asset Managment, Investment Banking, Corporate Finance, Fixed Income
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelors of Science, Electrical Engineering, Economics
Surgo Group August 2015 - Present
Cornerstone Macro LP May 2013 - May 2015
Wolfe Trahan & Co. February 2010 - March 2013
ISI Group December 2009 - February 2010
Beacon Trust Company August 2007 - December 2009
Provident Group Asset Management May 2007 - August 2007
Rockwell Automation May 2006 - September 2006
Skills
Equities, Bloomberg, VBA, Portfolio Management, Investments, Data Analysis, Statistics, Matlab, Economics, Financial Modeling, Quantitative Finance, C++, Equity Research, Mutual Funds, Valuation, Financial Analysis, Hedge Funds, Asset Managment, Investment Banking, Corporate Finance, Fixed Income
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelors of Science, Electrical Engineering, Economics
Peter Rosenberg's Wolfe Trahan & Co. Experience May 2010 - April 2013
Job Senior V.P Alternatives Marketing
Industry Financial Services
Experience
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
Phase One Capital September 2015 - Present
Independent Placement Agent December 2014 - September 2015
ABR Investment Strategy August 2013 - August 2014
Wolfe Trahan & Co. May 2010 - April 2013
Waterloo Int'l Advisors January 2009 - May 2010
Granite Hill Partners 2006 - 2008
Fulcrum Global Partners 2005 - 2006
Wells Fargo Securities 2003 - 2004
Robertson Stephens & Co 2001 - 2002
Soundview Technology Goup 1998 - 2001
Skills
Hedge Funds, Equity Research, Institutional Research, Equities, Capital Markets, Valuation, Financial Services, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance and Accounting
Hutter, Alexander's Wolfe Trahan & Co. Experience April 2012 - May 2013
Job Equity Research
Industry Financial Services
Experience
Jefferies June 2013 - Present
Wolfe Trahan & Co. April 2012 - May 2013
Axiom Capital Management September 2011 - August 2012
Gleacher & Company January 2009 - July 2011
Skills
Equity Research, Financial Analysis, Financial Modeling, Series 7, Series 63, Bloomberg, Factset, Thomson One
Education
Loyola University Maryland 2003 — 2007
BBA, Finance
Fairfield Prep
Jefferies June 2013 - Present
Wolfe Trahan & Co. April 2012 - May 2013
Axiom Capital Management September 2011 - August 2012
Gleacher & Company January 2009 - July 2011
Skills
Equity Research, Financial Analysis, Financial Modeling, Series 7, Series 63, Bloomberg, Factset, Thomson One
Education
Loyola University Maryland 2003 — 2007
BBA, Finance
Fairfield Prep
John M. Gavin III's Wolfe Trahan & Co. Experience September 2011 - April 2013
Job Institutional Sales at Cornerstone Macro LP
Industry Financial Services
Experience
Cornerstone Macro LP May 2013 - Present
Wolfe Trahan & Co. September 2011 - April 2013
Gleacher & Company March 2011 - January 2012
HSBC June 2010 - January 2011
BNY Mellon December 2009 - January 2010
BNY Mellon June 2009 - August 2009
BNY Capital Markets, Inc June 2007 - August 2007
Skills
Microsoft Excel, Research, Microsoft Office, Financial Modeling, Corporate Finance, Series 7, Series 63, Equity Research, Financial Services, Financial Analysis
Education
Bucknell University 2006 — 2010
Bachelor of the Arts, Economics and Political Science; Economic Development
Regis High School 2002 — 2006
Cornerstone Macro LP May 2013 - Present
Wolfe Trahan & Co. September 2011 - April 2013
Gleacher & Company March 2011 - January 2012
HSBC June 2010 - January 2011
BNY Mellon December 2009 - January 2010
BNY Mellon June 2009 - August 2009
BNY Capital Markets, Inc June 2007 - August 2007
Skills
Microsoft Excel, Research, Microsoft Office, Financial Modeling, Corporate Finance, Series 7, Series 63, Equity Research, Financial Services, Financial Analysis
Education
Bucknell University 2006 — 2010
Bachelor of the Arts, Economics and Political Science; Economic Development
Regis High School 2002 — 2006
Matthew Trainor's Wolfe Trahan & Co. Experience September 2010 - February 2011
Job Project Account Manager at IOMAX USA
Industry Defense & Space
Experience
IOMAX USA April 2014 - Present
IOMAX USA February 2011 - April 2014
IOMAX USA February 2011 - August 2012
Wolfe Trahan & Co. September 2010 - February 2011
US Army May 2004 - May 2010
Skills
Customer Service, Social Media, C++, Public Speaking, HTML, C, Java, Matlab, English, Event Planning, AutoCAD, Team Leadership
Education
Wake Forest University 2012 — 2014
Master of Business Administration (MBA)
Washington State University 2007 — 2010
Bachelor's degree, Finance, General, Really Good
Washington State University - College of Business and Economics 2007 — 2010
Bachelor's Degree, Finance
Defense Language Institute 2004 — 2005
Associate of Arts and Sciences (AAS), Russian Language and Culture
IOMAX USA April 2014 - Present
IOMAX USA February 2011 - April 2014
IOMAX USA February 2011 - August 2012
Wolfe Trahan & Co. September 2010 - February 2011
US Army May 2004 - May 2010
Skills
Customer Service, Social Media, C++, Public Speaking, HTML, C, Java, Matlab, English, Event Planning, AutoCAD, Team Leadership
Education
Wake Forest University 2012 — 2014
Master of Business Administration (MBA)
Washington State University 2007 — 2010
Bachelor's degree, Finance, General, Really Good
Washington State University - College of Business and Economics 2007 — 2010
Bachelor's Degree, Finance
Defense Language Institute 2004 — 2005
Associate of Arts and Sciences (AAS), Russian Language and Culture
Julia Klein's Wolfe Trahan & Co. Experience March 2012 - November 2012
Job Manager, Strategic Cause Partnerships at ASPCA
Industry Nonprofit Organization Management
Experience
ASPCA August 2015 - Present
ASPCA June 2013 - Present
Wolfe Trahan & Co. March 2012 - November 2012
RiverPark Capital, LLC January 2010 - March 2012
Greenberg Nicoletta & Stein May 2009 - January 2010
The Soho House New York June 2008 - January 2009
Skills
Marketing Communications, Event Planning, Email Marketing, Corporate Events, Salesforce.com, Hospitality Management, Event Marketing, Administrative Support, Microsoft Office 2010, Adobe, Client Services, Legal Assistance, Financial Reporting, Corporate Social..., Macintosh Applications, Microsoft Excel, Microsoft Word, PowerPoint, FileMaker, Axys, ACT!, Nonprofits, Analysis, Financial Services, Microsoft Office, Social Media, Marketing, Social Networking, Fundraising, Social Media Marketing, Sales
Education
Baruch College - Zicklin School of Business 2015 — 2018
Master of Business Administration (MBA), Marketing
Syracuse University 2004 — 2008
BA, Hospitality Management
University of Sydney
ASPCA August 2015 - Present
ASPCA June 2013 - Present
Wolfe Trahan & Co. March 2012 - November 2012
RiverPark Capital, LLC January 2010 - March 2012
Greenberg Nicoletta & Stein May 2009 - January 2010
The Soho House New York June 2008 - January 2009
Skills
Marketing Communications, Event Planning, Email Marketing, Corporate Events, Salesforce.com, Hospitality Management, Event Marketing, Administrative Support, Microsoft Office 2010, Adobe, Client Services, Legal Assistance, Financial Reporting, Corporate Social..., Macintosh Applications, Microsoft Excel, Microsoft Word, PowerPoint, FileMaker, Axys, ACT!, Nonprofits, Analysis, Financial Services, Microsoft Office, Social Media, Marketing, Social Networking, Fundraising, Social Media Marketing, Sales
Education
Baruch College - Zicklin School of Business 2015 — 2018
Master of Business Administration (MBA), Marketing
Syracuse University 2004 — 2008
BA, Hospitality Management
University of Sydney
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY