Longbow Research - Cleveland, OH since Jun 2009
Senior Equity Analyst - Industrials
Education:
Wisconsin School of Business 2007 - 2009
Master of Business Administration, Masters
James A. Graaskamp Center For Real Estate 2007 - 2009
Master of Business Administration, Masters
Vassar College 1998 - 2002
Bachelors, Bachelor of Arts, Economics, Urban Studies
Skills:
Financial Analysis Valuation Equities Portfolio Management Financial Modeling Finance Equity Research Investments Equity Valuation Hedge Funds Competitive Analysis Series 7 Investment Management Bloomberg Forecasting Business Valuation Research Government Credit Analysis Mutual Funds Trading Compliance
KNELMAN ASSET MANGEMENT Cleveland, OH Jul 2013 to Aug 2014 Portfolio Manager and AnalystLONGBOW RESEARCH Independence, OH Jun 2009 to Jul 2013 Vice-President, Senior Equity Analyst - Industrial DistributorsRIVERSOURCE INVESTMENTS Minneapolis, MN Jun 2008 to Aug 2008 Equities Investment Management InternDEBTWIRE New York, NY Jul 2005 to Aug 2007 Research Analyst, Distressed Debt and Leveraged LoansDEALOGIC New York, NY Jan 2004 to Jul 2005 Analyst, Debt Capital Markets
Education:
UNIVERSITY OF WISCONSIN-MADISON Madison, WI 2007 to 2009 Master of Business Administration in Applied Security AnalysisVASSAR COLLEGE Poughkeepsie, NY Aug 1998 to May 2002 Bachelor of Arts in Economics and Urban Studies
Skills:
Series 7, 63, 86, 87 FINRA Licenses; Financial Research; Business and Data Analysis; Modeling & Forecasting; Valuation; Strategy; Industry Channel Checks; Market Research; Portfolio Management; Word, Excel, PowerPoint, Outlook; SEC and FINRA Compliance; Bloomberg; PACER.
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