Since 2016, Dave Matthew Walrod has been working in Jonestrading. Dave Matthew Walrod is a competent Equity Research Analyst with over 16 years of work experience. According to Dave's CV and work profile, Dave has worked at more than eight places with diverse backgrounds and got various skills. Dave Matthew Walrod studied at the University of Toledo from 1994 to 1996. This person has the certification in Cfa Cleveland, Ohio is the place where this person currently lives. Find this person's current email address and number with our search.
Name variants:
David Walrod
Last updated May 05, 2024
Contact Information
Last Update
Jul 3, 2022
Email
da**@roadrunner.com, dw**@ladenburg.com, da**@ladenburg.com
Location
Cleveland, OH
Company
Workplace
Colleagues
Work History
Equity Research Analyst
Senior Equity research analyst covering specialty finance.
Nov 2016 — Dec 2018
Managing Director - Equity Research
Senior Equity Analyst following the Mortgage REIT industry
Mar 2010 — Oct 2016
Research Sales
902 Broadway, New York, NY 10010
·Prospected new institutional equity accounts through leads and research.
·Successfully built financial vertical as a new consulting arm at the firm.
·Introduced and established my client...
Dec 2008 — Jun 2009
Sector Specialist
270 Park Ave, New York, NY 10010
Built client relationships by working with research sales force and sales traders.
Informed block traders concerning positions in Financial Services stocks.
Worked With other Specialists ...
May 2007 — Jul 2008
Senior Equity Analyst
Large, Mid and Small-Cap Value
Senior Analyst supporting three separate value-oriented funds with combined assets under management over $3 billion.
Primary focus was on Banks, Thrifts, Fi...
Jan 2003 — Jul 2005
Senior Analyst
127 Public Sq, Cleveland, OH 44114
Successfully launched the Consumer Technology sector with the initiation of coverage of Palm, Handspring and Metricom.
Worked with the Institutional Sales force to build a presence in this...
Jun 1998 — Dec 2000
Senior Research Associate
127 Public Sq, Cleveland, OH 44114
Packaging and Containers
Assisted Senior Analyst in all aspects of research coverage, including management meetings, conference attendance, writing research reports and First Call notes, a...
Dec 1997 — Jun 1998
Research Associate
127 Public Sq, Cleveland, OH 44114
Consumer Goods and Retail
Assisted three Senior Analysts. Duties included writing research reports and First Call notes, as well as modeling, valuation and morning call commentary.
Assist...
Nov 1996 — Dec 1997
Education
Occupations
Scientist
Research Analyst
Accountant
Finance and Accounting Specialist
Executive
Chief Executive Officer
Analyst
Research Assistant
Survey Researcher
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Chief Executive
Analysts
Skills
Equity Research
Equities
Valuation
Capital Markets
Financial Analysis
Banking
Asset Managment
Mutual Funds
Investment Banking
Securities
Hedge Funds
Risk Management
Financial Modeling
Due Diligence
Asset Allocation
Financial Markets
Derivatives
Bloomberg
Finance
Series 7
Financial Services
Alternative Investments
Investment Strategies
Investment Advisory
Private Equity
Series 63
Asset Management
Dcf
Analysis
Trading
Equity Valuation
Portfolio Management
Fixed Income
Equity Trading
Investments
Options
Corporate Finance
Stocks
FAQs about Dave Matthew Walrod
What is the profession of Dave Matthew Walrod?
This professional's job is Financial Services
What jobs is Dave proficient at at?
Dave Matthew Walrod is proficient at such jobs as Scientist and Research Analyst.
Where is Dave Matthew Walrod currently located?
The expert is located in Cleveland, Ohio.
What is Dave's email?
The professional's email is da**@roadrunner.com and dw**@ladenburg.com.
Where did Dave Matthew Walrod work?
This expert worked at Jonestrading, Ladenburg Thalmann.
What education does Dave Matthew Walrod have?
Dave studied at the University of Toledo from 1994 to 1996.
What are the certifications of Dave Matthew Walrod?
The expert received the following certifications: Cfa.
Are there any special skills Dave Matthew Walrod has?
Dave Matthew Walrod has the following skills: Equity Research, Equities, Valuation, Capital Markets, Financial Analysis, Banking, Asset Managment, Mutual Funds, Investment Banking, Securities, and Hedge Funds.