Zelman & Associates
Industry: Company
DescriptionFounded: 2007 Parent organization: Zelman Holdings, LLC Subsidiary: Zelman Partners LLC
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Zelman & Associates Employees
Employee
Years
Job
Industry
Hardik Goel Hardik Goel's Zelman & Associates Experience July 2013 - Present
Job Associate at Zelman & Associates
Industry Investment Banking
Experience
Zelman & Associates July 2013 - Present
Citi June 2012 - August 2012
BCMS Corporate June 2011 - November 2011
Avalon International One June 2010 - August 2010
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Mergers & Acquisitions, Investments, Investment Banking, Finance, Analysis, Research, Portfolio Management, Corporate Finance, Equity Research, Market Research, Forecasting, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S, Finance and Accounting
East China Normal University 2011 — 2011
NYU Shanghai -- Sophomore Spring, Chinese, Law, Culture, Organizational Communication, Management and Operations
Dubai International Academy 2007 — 2009
IB diploma, English, Business, Economics
Zelman & Associates July 2013 - Present
Citi June 2012 - August 2012
BCMS Corporate June 2011 - November 2011
Avalon International One June 2010 - August 2010
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Mergers & Acquisitions, Investments, Investment Banking, Finance, Analysis, Research, Portfolio Management, Corporate Finance, Equity Research, Market Research, Forecasting, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S, Finance and Accounting
East China Normal University 2011 — 2011
NYU Shanghai -- Sophomore Spring, Chinese, Law, Culture, Organizational Communication, Management and Operations
Dubai International Academy 2007 — 2009
IB diploma, English, Business, Economics
Suzanne Campos, LICSW, LCSW-C, LCSW Suzanne Campos, LICSW, LCSW-C, LCSW's Zelman & Associates Experience March 2014 - May 2014
Job at
Industry Mental Health Care
Experience
Joint Base Andrews May 2014 - Present
Zelman & Associates March 2014 - May 2014
Scentsy, Inc. October 2012 - May 2014
QCI Behavioral Health November 2013 - March 2014
Family Matters of Greater Washington January 2011 - November 2013
Blue Cross Blue Shield 2001 - 2005
Skills
Social Services, Non-profits, Case Managment, Mental Health Counseling, Public Speaking, Crisis Intervention, Event Planning, Behavioral Health, Group Therapy, Adolescents, Mental Health, Family Therapy, Clinical Supervision, Psychotherapy, Foster Care, Volunteer Management, Youth Development, Child Welfare, Program Development, Psychosocial, Psychology, Grant Writing, Community Outreach, Solution Focused, Child Development, Program Evaluation, Interventions, Conflict Resolution, Therapists, CBT, Prevention, DSM-IV, Therapeutic Crisis..., Suicide Assessment, Adolescent Therapy, Case Management Services, Family Services, Individual Counselling, Crisis, Harm Reduction, Co-occurring Disorders, Treatment, Biopsychosocial..., Counseling Psychology
Education
George Washington University 2014 — 2017
Masters, Public Health
University of South Carolina-Columbia 2004 — 2007
Master's degree, Social Work
Joint Base Andrews May 2014 - Present
Zelman & Associates March 2014 - May 2014
Scentsy, Inc. October 2012 - May 2014
QCI Behavioral Health November 2013 - March 2014
Family Matters of Greater Washington January 2011 - November 2013
Blue Cross Blue Shield 2001 - 2005
Skills
Social Services, Non-profits, Case Managment, Mental Health Counseling, Public Speaking, Crisis Intervention, Event Planning, Behavioral Health, Group Therapy, Adolescents, Mental Health, Family Therapy, Clinical Supervision, Psychotherapy, Foster Care, Volunteer Management, Youth Development, Child Welfare, Program Development, Psychosocial, Psychology, Grant Writing, Community Outreach, Solution Focused, Child Development, Program Evaluation, Interventions, Conflict Resolution, Therapists, CBT, Prevention, DSM-IV, Therapeutic Crisis..., Suicide Assessment, Adolescent Therapy, Case Management Services, Family Services, Individual Counselling, Crisis, Harm Reduction, Co-occurring Disorders, Treatment, Biopsychosocial..., Counseling Psychology
Education
George Washington University 2014 — 2017
Masters, Public Health
University of South Carolina-Columbia 2004 — 2007
Master's degree, Social Work
Michael Waller Michael Waller's Zelman & Associates Experience June 2011 - August 2011
Job Debt Capital Markets Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
Zelman & Associates June 2011 - August 2011
Coldwell Banker June 2010 - August 2010
Skills
Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Credit Analysis, Bonds, Valuation
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wayne Hills High School 2006 — 2009
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
Zelman & Associates June 2011 - August 2011
Coldwell Banker June 2010 - August 2010
Skills
Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Investment Banking, Credit Analysis, Bonds, Valuation
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wayne Hills High School 2006 — 2009
Sean Felter's Zelman & Associates Experience 2012 - Present
Job Managing Director, Institutional Sales at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates 2012 - Present
Longbow Research 2004 - 2012
Skills
Series 7, Series 63, Level 1, Manage Client..., New Business Development, Alpha Generation, Sales Research, Product Specialists, Client Development, Equities, Equity Research, Investments, Hedge Funds, Investment Banking, Financial Analysis, Bloomberg, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Capital Markets, Fixed Income, Securities, Asset Management, Financial Modeling, Portfolio Management, Investment Management, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2004
MBA, Finance
Miami University 1995 — 1999
Finance, Finance, Economics
Zelman & Associates 2012 - Present
Longbow Research 2004 - 2012
Skills
Series 7, Series 63, Level 1, Manage Client..., New Business Development, Alpha Generation, Sales Research, Product Specialists, Client Development, Equities, Equity Research, Investments, Hedge Funds, Investment Banking, Financial Analysis, Bloomberg, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Capital Markets, Fixed Income, Securities, Asset Management, Financial Modeling, Portfolio Management, Investment Management, Valuation
Education
Case Western Reserve University - Weatherhead School of Management 2003 — 2004
MBA, Finance
Miami University 1995 — 1999
Finance, Finance, Economics
Nicholas A. Julien Nicholas A. Julien's Zelman & Associates Experience June 2009 - August 2009
Job Bartender/Sales/Entrepreneur
Industry Wine and Spirits
Experience
Bartender September 2014 - Present
Entrepreneur April 2014 - Present
Caputi's Northtown Liquors September 2012 - Present
Flower City Properties May 2009 - Present
Combined Insurance April 2013 - May 2014
Mayer Paint and Hardware May 2006 - August 2011
Guggenheim Partners June 2010 - August 2010
Zelman & Associates June 2009 - August 2009
Skills
Customer Service, Sales, Management, Microsoft Excel, Customer Satisfaction, Financial Analysis, New Business Development, Negotiation, PowerPoint, Leadership, Analysis, Teamwork, Market Research, Strategic Planning, Business Strategy, Microsoft Office, Project Management, Economics, Research, Sales Management, Financial Modeling, Finance, Equity Research, Time Management, Access, Data Analysis, Budgets, Microsoft Word, Business Analysis, Debate, Marketing, Recruiting
Education
University at Buffalo 2008 — 2012
Bachelor's degree, Economics
Penfield High School 2004 — 2008
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Bartender September 2014 - Present
Entrepreneur April 2014 - Present
Caputi's Northtown Liquors September 2012 - Present
Flower City Properties May 2009 - Present
Combined Insurance April 2013 - May 2014
Mayer Paint and Hardware May 2006 - August 2011
Guggenheim Partners June 2010 - August 2010
Zelman & Associates June 2009 - August 2009
Skills
Customer Service, Sales, Management, Microsoft Excel, Customer Satisfaction, Financial Analysis, New Business Development, Negotiation, PowerPoint, Leadership, Analysis, Teamwork, Market Research, Strategic Planning, Business Strategy, Microsoft Office, Project Management, Economics, Research, Sales Management, Financial Modeling, Finance, Equity Research, Time Management, Access, Data Analysis, Budgets, Microsoft Word, Business Analysis, Debate, Marketing, Recruiting
Education
University at Buffalo 2008 — 2012
Bachelor's degree, Economics
Penfield High School 2004 — 2008
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Alex Fuller's Zelman & Associates Experience May 2008 - August 2008
Job Business Development Strategist and Analyst at Majestic Steel USA
Industry Mining & Metals
Experience
Majestic Steel USA December 2013 - Present
Progressive Insurance June 2013 - December 2013
Progressive Insurance November 2011 - June 2013
Progressive Insurance May 2010 - November 2011
Progressive Insurance May 2009 - August 2009
Zelman & Associates May 2008 - August 2008
NCA Financial Planners June 2007 - August 2007
Skills
Analytics, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Pricing Analysis, Auditing, Budget, Risk Assessment, Financial Risk, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SharePoint, Stock Market
Education
Miami University 2006 — 2010
Bachelor's degree, Accounting and Finance
Majestic Steel USA December 2013 - Present
Progressive Insurance June 2013 - December 2013
Progressive Insurance November 2011 - June 2013
Progressive Insurance May 2010 - November 2011
Progressive Insurance May 2009 - August 2009
Zelman & Associates May 2008 - August 2008
NCA Financial Planners June 2007 - August 2007
Skills
Analytics, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Pricing Analysis, Auditing, Budget, Risk Assessment, Financial Risk, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, SharePoint, Stock Market
Education
Miami University 2006 — 2010
Bachelor's degree, Accounting and Finance
Herson Suindah's Zelman & Associates Experience February 2013 - Present
Job Managing Director at Zelman & Associates
Industry Investment Banking
Experience
Zelman & Associates February 2013 - Present
Deutsche Bank Securities May 2010 - December 2012
Merrill Lynch & Co. August 2006 - April 2010
Skills
Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Due Diligence, Valuation, Corporate Finance, Equities, Hedge Funds, Mergers & Acquisitions, LBO, Finance, Investments, Business Strategy, Corporate Development, Venture Capital, Portfolio Management, Emerging Markets, Management, Strategy, Asset Management, Financial Structuring
Education
The University of Chicago Booth School of Business 2004 — 2006
Zelman & Associates February 2013 - Present
Deutsche Bank Securities May 2010 - December 2012
Merrill Lynch & Co. August 2006 - April 2010
Skills
Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Due Diligence, Valuation, Corporate Finance, Equities, Hedge Funds, Mergers & Acquisitions, LBO, Finance, Investments, Business Strategy, Corporate Development, Venture Capital, Portfolio Management, Emerging Markets, Management, Strategy, Asset Management, Financial Structuring
Education
The University of Chicago Booth School of Business 2004 — 2006
Eric J. Kim Eric J. Kim's Zelman & Associates Experience 2013 - 2015
Job Senior Vice President at True Investments, LLC
Industry Real Estate
Experience
True Investments LLC 2015 - Present
Zelman & Associates 2013 - 2015
Keefe, Bruyette & Woods 2008 - 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
University of California, Irvine 1998 — 2000
BA
True Investments LLC 2015 - Present
Zelman & Associates 2013 - 2015
Keefe, Bruyette & Woods 2008 - 2012
Lehman Brothers 2007 - 2008
UBS Investment Bank 2006 - 2007
Merrill Lynch Investment Managers 2001 - 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Equities, Capital Markets, Portfolio Management, M&A experience, Real Estate, Financial Advisory, Restructuring, Financial Modeling, Capital, Due Diligence, Mergers, DCF, Capital Raising, Private Equity, Real Estate Financing, Real Estate Transactions, Real Estate Economics, Real Estate Private..., Private Placements
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
MBA
University of California, Irvine 1998 — 2000
BA
Hamza Fodderwala Hamza Fodderwala's Zelman & Associates Experience June 2012 - September 2012
Job Equity Research Associate at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) May 2014 - Present
Stern Value Management June 2013 - May 2014
Zelman & Associates June 2012 - September 2012
Capstone Partners LLC August 2011 - December 2011
The Hartford May 2011 - August 2011
Skills
Corporate Finance, Equity Research, Financial Modeling, Microsoft Office, Capital IQ, Writing, Real Estate Economics, REIT, Insurance
Education
New York University 2010 — 2013
BS, Economics & Public Policy
Farmington High School 2005 — 2009
High School Diploma
Susquehanna International Group, LLP (SIG) May 2014 - Present
Stern Value Management June 2013 - May 2014
Zelman & Associates June 2012 - September 2012
Capstone Partners LLC August 2011 - December 2011
The Hartford May 2011 - August 2011
Skills
Corporate Finance, Equity Research, Financial Modeling, Microsoft Office, Capital IQ, Writing, Real Estate Economics, REIT, Insurance
Education
New York University 2010 — 2013
BS, Economics & Public Policy
Farmington High School 2005 — 2009
High School Diploma
Ryan Bennett, CFA Ryan Bennett, CFA's Zelman & Associates Experience February 2013 - September 2014
Job Equity Analyst at Schroders
Industry Financial Services
Experience
Schroders October 2014 - Present
Zelman & Associates February 2013 - September 2014
Barclays Capital September 2008 - January 2013
Lehman Brothers 2007 - 2008
Lehman Brothers July 2005 - July 2007
Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Investments, Investment Banking, Real Estate, Bloomberg
Education
Georgetown University 2001 — 2005
B.S., Finance, Management
Schroders October 2014 - Present
Zelman & Associates February 2013 - September 2014
Barclays Capital September 2008 - January 2013
Lehman Brothers 2007 - 2008
Lehman Brothers July 2005 - July 2007
Skills
Valuation, Financial Modeling, Capital Markets, Portfolio Management, Investments, Investment Banking, Real Estate, Bloomberg
Education
Georgetown University 2001 — 2005
B.S., Finance, Management
Russell Pierce, CFA's Zelman & Associates Experience October 2013 - Present
Job Sales Associate at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates October 2013 - Present
Cleveland Research Company August 2012 - September 2013
Cleveland Research Company January 2009 - July 2012
Education
University of Dayton 2005 — 2008
BS, Finance, Economics
Zelman & Associates October 2013 - Present
Cleveland Research Company August 2012 - September 2013
Cleveland Research Company January 2009 - July 2012
Education
University of Dayton 2005 — 2008
BS, Finance, Economics
Kevin Rate Kevin Rate's Zelman & Associates Experience June 2010 - Present
Job Research Associate at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates June 2010 - Present
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master of Management Studies, Finance, Management
Elon University 2005 — 2009
Bachelor of Science, Biology
Zelman & Associates June 2010 - Present
Education
Duke University - The Fuqua School of Business 2009 — 2010
Master of Management Studies, Finance, Management
Elon University 2005 — 2009
Bachelor of Science, Biology
Brandon O'Daniell's Zelman & Associates Experience October 2008 - August 2009
Job
Industry Capital Markets
Experience
Susquehanna International Group October 2009 - Present
Zelman & Associates October 2008 - August 2009
Merrill Lynch January 2001 - December 2008
Credit Suisse July 1998 - January 2001
Skills
Equities
Education
Columbia University in the City of New York 1994 — 1998
BA, Pre-Medicine/Economics
Susquehanna International Group October 2009 - Present
Zelman & Associates October 2008 - August 2009
Merrill Lynch January 2001 - December 2008
Credit Suisse July 1998 - January 2001
Skills
Equities
Education
Columbia University in the City of New York 1994 — 1998
BA, Pre-Medicine/Economics
Kevin Kaczmarek's Zelman & Associates Experience April 2013 - Present
Job Director at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates April 2013 - Present
Skills
Financial Modeling, Financial Markets, Capital Markets, Private Placements, Online Databases, Natural Language..., Investments, Equities, Financial Analysis
Education
University of Pennsylvania 2001 — 2002
M.S., Physics
Colgate University 1996 — 2000
Bachelor of Arts (B.A.)
Zelman & Associates April 2013 - Present
Skills
Financial Modeling, Financial Markets, Capital Markets, Private Placements, Online Databases, Natural Language..., Investments, Equities, Financial Analysis
Education
University of Pennsylvania 2001 — 2002
M.S., Physics
Colgate University 1996 — 2000
Bachelor of Arts (B.A.)
Lance Stafford, CFA's Zelman & Associates Experience April 2013 - November 2013
Job Senior Vice President and Investment Counselor at Capital Group Private Client Services
Industry Financial Services
Experience
Capital Group Private Client Services August 2014 - Present
L and R Investors November 2013 - July 2014
Zelman & Associates April 2013 - November 2013
KBW March 2002 - November 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA
Emory University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Capital Group Private Client Services August 2014 - Present
L and R Investors November 2013 - July 2014
Zelman & Associates April 2013 - November 2013
KBW March 2002 - November 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA
Emory University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Evan Morgan's Zelman & Associates Experience January 2013 - April 2015
Job Head of Sales at Rosenblatt Securities
Industry Capital Markets
Experience
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Rosenblatt Securities June 2015 - Present
Zelman & Associates January 2013 - April 2015
Wedge Partners August 2007 - January 2013
FTN Equity Capital Markets 2001 - 2007
FTN Midwest Research 2000 - 2007
FTN Midwest Securities 2000 - 2007
Midwest Research February 1996 - December 2000
Roulston Research 1994 - 1996
Apple Computer, Inc. 1988 - 1993
Chase Manhattan Bank 1985 - 1988
Skills
Series 7, Equities, Securities, Investment Banking, Series 63, Investments, Equity Research, Valuation, Asset Managment, Private Equity, Financial Modeling, Financial Analysis, Mergers, Portfolio Management, Due Diligence, Capital Markets, Hedge Funds, Business Strategy, Bloomberg, Research, Management, Business Development, Sales, Strategy, Start-ups, Venture Capital, Trading, Asset Management, Mergers & Acquisitions, Derivatives, Alternative Investments, Options, ETFs, Strategic Financial..., Equity Trading, Financial Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1994
MBA, Finance/Marketing
Columbia University in the City of New York 1981 — 1985
Bachelor of Arts (B.A.), Economics and History - Double Concentration
Corpus Christi
Corpus Christi School
Michele Mohler Segalla's Zelman & Associates Experience May 2008 - February 2013
Job Managing Partner at CFC Capital
Industry Financial Services
Experience
CFC Capital March 2013 - Present
Zelman & Associates May 2008 - February 2013
Bear Stearns January 1999 - May 2008
JPMorgan June 1989 - January 1999
Skills
Equities, Institutional Sales, Equity Research, Real Estate, Financial Modeling, Leadership, Finance, Capital Markets, Due Diligence, Investments, Investment Banking, Hedge Funds, Asset Management, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, Marketing
Brockport High School 1981 — 1985
CFC Capital March 2013 - Present
Zelman & Associates May 2008 - February 2013
Bear Stearns January 1999 - May 2008
JPMorgan June 1989 - January 1999
Skills
Equities, Institutional Sales, Equity Research, Real Estate, Financial Modeling, Leadership, Finance, Capital Markets, Due Diligence, Investments, Investment Banking, Hedge Funds, Asset Management, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, Marketing
Brockport High School 1981 — 1985
Pamela Scher Callahan's Zelman & Associates Experience November 2009 - Present
Job Managing Director at Zelman & Associates
Industry Market Research
Experience
Zelman & Associates November 2009 - Present
Golden Seeds 2007 - 2008
Deutsche Bank Securities November 2000 - November 2007
Deutsche Bank 2000 - 2007
Deutsche Bank 2000 - 2007
Donaldson, Lufkin and Jenrette November 1992 - November 2000
Salomon Brothers Inc 1986 - 1991
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Portfolio Management, Investments, Securities, Management, Venture Capital, Finance, Institutional..., Investment Banking, Mutual Funds, Valuation, Asset Management
Education
Princeton University 1977 — 1981
BA, English, French
Princeton University 1977 — 1981
Bachelor of Arts (B.A.), English with concentration in French
Zelman & Associates November 2009 - Present
Golden Seeds 2007 - 2008
Deutsche Bank Securities November 2000 - November 2007
Deutsche Bank 2000 - 2007
Deutsche Bank 2000 - 2007
Donaldson, Lufkin and Jenrette November 1992 - November 2000
Salomon Brothers Inc 1986 - 1991
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Portfolio Management, Investments, Securities, Management, Venture Capital, Finance, Institutional..., Investment Banking, Mutual Funds, Valuation, Asset Management
Education
Princeton University 1977 — 1981
BA, English, French
Princeton University 1977 — 1981
Bachelor of Arts (B.A.), English with concentration in French
Steve Wank's Zelman & Associates Experience September 2008 - Present
Job CFO/CCO at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates September 2008 - Present
Longbow Research 2005 - 2008
Cohen & Company 2000 - 2005
Skills
Series 7, Accounting, Financial Analysis, SEC filings, Tax, Investments, Operations Management, Compliance, Broker-Dealer, Hedge Funds, Investment Advisor...
Education
Bowling Green State University 1995 — 1999
Accounting, accounting
Zelman & Associates September 2008 - Present
Longbow Research 2005 - 2008
Cohen & Company 2000 - 2005
Skills
Series 7, Accounting, Financial Analysis, SEC filings, Tax, Investments, Operations Management, Compliance, Broker-Dealer, Hedge Funds, Investment Advisor...
Education
Bowling Green State University 1995 — 1999
Accounting, accounting
Haitham Said's Zelman & Associates Experience January 2012 - Present
Job Investment Banking Associate at Zelman & Associates
Industry Capital Markets
Experience
Zelman & Associates January 2012 - Present
KPMG Advisory December 2010 - January 2012
Citigroup July 2010 - November 2010
Skills
Valuation, Corporate Finance, Capital IQ, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Structured Finance, Financial Analysis, Equities, Due Diligence, MBS
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Finance, Legal Studies
Zelman & Associates January 2012 - Present
KPMG Advisory December 2010 - January 2012
Citigroup July 2010 - November 2010
Skills
Valuation, Corporate Finance, Capital IQ, Bloomberg, Investment Banking, Capital Markets, Fixed Income, Structured Finance, Financial Analysis, Equities, Due Diligence, MBS
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S. Economics, Finance, Legal Studies
David Zelman's Zelman & Associates Experience September 2007 - Present
Job President Zelman & Associates; Managing Partner Zelman Capital
Industry Capital Markets
Experience
Zelman & Associates September 2007 - Present
Zelman Capital January 2012 - Present
Education
NYU Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General, Deans List
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
Bachelor of Business Administration (B.B.A.), Marketing, Deans List
Zelman & Associates September 2007 - Present
Zelman Capital January 2012 - Present
Education
NYU Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General, Deans List
The Ohio State University - The Max M. Fisher College of Business 1980 — 1984
Bachelor of Business Administration (B.B.A.), Marketing, Deans List
Matt Porath's Zelman & Associates Experience October 2010 - Present
Job Associate at Zelman & Associates
Industry Financial Services
Experience
Zelman & Associates October 2010 - Present
JP Morgan Chase April 2010 - October 2010
UBS Wealth Management July 2008 - April 2009
EMC June 2007 - August 2007
Education
Boston College 2004 — 2008
B.S., Finance
St. Ignatius High School 2000 — 2004
Zelman & Associates October 2010 - Present
JP Morgan Chase April 2010 - October 2010
UBS Wealth Management July 2008 - April 2009
EMC June 2007 - August 2007
Education
Boston College 2004 — 2008
B.S., Finance
St. Ignatius High School 2000 — 2004
Matthew Weasen's Zelman & Associates Experience June 2009 - October 2009
Job Capital Markets Risk Associate at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2015 - Present
Blue Mountain Capital Management November 2013 - March 2015
Deutsche Bank December 2011 - November 2013
JP Morgan Chase November 2009 - December 2011
Zelman & Associates June 2009 - October 2009
JP Morgan Chase June 2008 - August 2008
Skills
Treasury Management, Treasury, Finance, Fixed Income, Bloomberg, Microsoft Excel, Funding
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
Federal Reserve Bank of New York June 2015 - Present
Blue Mountain Capital Management November 2013 - March 2015
Deutsche Bank December 2011 - November 2013
JP Morgan Chase November 2009 - December 2011
Zelman & Associates June 2009 - October 2009
JP Morgan Chase June 2008 - August 2008
Skills
Treasury Management, Treasury, Finance, Fixed Income, Bloomberg, Microsoft Excel, Funding
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
David LaPuma's Zelman & Associates Experience June 2015 - Present
Job Associate, Institutional Sales at Zelman & Associates
Industry Investment Management
Experience
Zelman & Associates June 2015 - Present
Fidelity Investments April 2013 - Present
Northcoast Research January 2012 - April 2013
HFS Wealth Advisors April 2011 - January 2012
Education
John Carroll University 2011 — 2015
MBA
The University of Akron 2006 — 2010
B.S., Finance
Zelman & Associates June 2015 - Present
Fidelity Investments April 2013 - Present
Northcoast Research January 2012 - April 2013
HFS Wealth Advisors April 2011 - January 2012
Education
John Carroll University 2011 — 2015
MBA
The University of Akron 2006 — 2010
B.S., Finance
Katherine Mountz's Zelman & Associates Experience October 2014 - Present
Job Executive Assistant and Office Manager at Interlude Ltd.
Industry Writing and Editing
Experience
Interlude Ltd. August 2015 - Present
Zelman & Associates October 2014 - Present
Callen-Lorde Community Health Center January 2012 - Present
Callen-Lorde Community Health Center October 2010 - January 2012
The Faster Times May 2010 - October 2010
Esther Raushenbush Library September 2009 - May 2010
BaDaBing Records January 2007 - May 2008
United States Forest Service May 2007 - August 2007
Just Thoughts, Inc June 2005 - August 2005
Skills
Research, Blogging, Microsoft Word, Community Outreach, Teaching, Healthcare, PowerPoint, Event Planning, Fundraising, Community Health, Social Services, Public Health, Training, Copy Editing, Proofreading, Mental Health Care, Editing, Technical Writing, Public, Microsoft Of, Proficient Typing Skills, Project Management, Operations Management, Office Administration, Mental Health, Grant Writing, Hospitals, Nonprofits, Creative Writing, Volunteer Management, Program Development, Clinical Research, Public Speaking, Data Entry, Patient Advocacy
Education
Sarah Lawrence College 2006 — 2010
BA, English Literature, Psychology, Writing
University of Oxford 2008 — 2009
Study abroad, Literature/Psychology/Philosophy
Interlude Ltd. August 2015 - Present
Zelman & Associates October 2014 - Present
Callen-Lorde Community Health Center January 2012 - Present
Callen-Lorde Community Health Center October 2010 - January 2012
The Faster Times May 2010 - October 2010
Esther Raushenbush Library September 2009 - May 2010
BaDaBing Records January 2007 - May 2008
United States Forest Service May 2007 - August 2007
Just Thoughts, Inc June 2005 - August 2005
Skills
Research, Blogging, Microsoft Word, Community Outreach, Teaching, Healthcare, PowerPoint, Event Planning, Fundraising, Community Health, Social Services, Public Health, Training, Copy Editing, Proofreading, Mental Health Care, Editing, Technical Writing, Public, Microsoft Of, Proficient Typing Skills, Project Management, Operations Management, Office Administration, Mental Health, Grant Writing, Hospitals, Nonprofits, Creative Writing, Volunteer Management, Program Development, Clinical Research, Public Speaking, Data Entry, Patient Advocacy
Education
Sarah Lawrence College 2006 — 2010
BA, English Literature, Psychology, Writing
University of Oxford 2008 — 2009
Study abroad, Literature/Psychology/Philosophy
John Timmes's Zelman & Associates Experience September 2013 - Present
Job Finance Professional
Industry Financial Services
Experience
Zelman & Associates September 2013 - Present
Mubadala Development Company June 2011 - August 2011
KPMG July 2007 - July 2010
Skills
Business Planning, Investments, Risk Management, Financial Analysis, Corporate Finance, Program Management, Valuation, Financial Modeling, Finance, Tax, Financial Reporting, Client Presentation, Private Equity, Internal Controls, Mergers & Acquisitions, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Accounting, Financial Instruments & Markets
Penn State University 2002 — 2007
BS, Accounting
Zelman & Associates September 2013 - Present
Mubadala Development Company June 2011 - August 2011
KPMG July 2007 - July 2010
Skills
Business Planning, Investments, Risk Management, Financial Analysis, Corporate Finance, Program Management, Valuation, Financial Modeling, Finance, Tax, Financial Reporting, Client Presentation, Private Equity, Internal Controls, Mergers & Acquisitions, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Accounting, Financial Instruments & Markets
Penn State University 2002 — 2007
BS, Accounting
Thomas Maguire's Zelman & Associates Experience April 2015 - Present
Job Equity Research Associate
Industry Financial Services
Experience
Zelman & Associates April 2015 - Present
EY July 2014 - April 2015
EY June 2013 - August 2013
HFF May 2012 - August 2012
Carnival Corporation May 2011 - July 2011
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Qualitative Research, Management, Data Analysis, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master's degree, Accounting
Florida State University 2009 — 2013
Bachelor's degree, Accounting and Finance
Zelman & Associates April 2015 - Present
EY July 2014 - April 2015
EY June 2013 - August 2013
HFF May 2012 - August 2012
Carnival Corporation May 2011 - July 2011
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Qualitative Research, Management, Data Analysis, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master's degree, Accounting
Florida State University 2009 — 2013
Bachelor's degree, Accounting and Finance
Colette Irving's Zelman & Associates Experience February 2010 - June 2011
Job BC Law Public Service Fellow at Massachusetts Law Reform Institute
Industry Law Practice
Experience
Massachusetts Law Reform Institute September 2014 - Present
Office of Senator James Eldridge January 2014 - April 2014
National Women's Law Center June 2013 - August 2013
Southwest Women's Law Center June 2012 - August 2012
Zelman & Associates February 2010 - June 2011
Deutsche Bank July 2007 - October 2009
Deutsche Bank June 2006 - August 2006
Skills
Westlaw, Legal Research, Legal Writing, Editing
Education
Boston College Law School 2011 — 2014
Doctor of Law (J.D.), cum laude
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, cum laude
Massachusetts Law Reform Institute September 2014 - Present
Office of Senator James Eldridge January 2014 - April 2014
National Women's Law Center June 2013 - August 2013
Southwest Women's Law Center June 2012 - August 2012
Zelman & Associates February 2010 - June 2011
Deutsche Bank July 2007 - October 2009
Deutsche Bank June 2006 - August 2006
Skills
Westlaw, Legal Research, Legal Writing, Editing
Education
Boston College Law School 2011 — 2014
Doctor of Law (J.D.), cum laude
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, cum laude
Griffin Bell's Zelman & Associates Experience January 2013 - Present
Job Analyst at Zelman & Associates
Industry Investment Banking
Experience
Zelman & Associates January 2013 - Present
Zelman Capital June 2012 - December 2012
Resilience Capital Partners June 2011 - August 2011
Goldberg Companies, Inc June 2006 - August 2010
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Microsoft Excel, Capital Markets, Financial Analysis, Finance, M&A execution, Valuation, Real Estate, Structured Finance, PowerPoint, Public Speaking
Education
University of Arizona 2008 — 2012
Bachelor's degree, Interdisciplinary Studies (Prelaw)
Zelman & Associates January 2013 - Present
Zelman Capital June 2012 - December 2012
Resilience Capital Partners June 2011 - August 2011
Goldberg Companies, Inc June 2006 - August 2010
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Microsoft Excel, Capital Markets, Financial Analysis, Finance, M&A execution, Valuation, Real Estate, Structured Finance, PowerPoint, Public Speaking
Education
University of Arizona 2008 — 2012
Bachelor's degree, Interdisciplinary Studies (Prelaw)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY