Profil
Prior to joining Kaufman Brothers in 2011, Mr. O'Sullivan had been with Utendahl Capital Partners.
Prior to joining Utendahl Capital Partners, Mr. O'Sullivan was an equity analyst at Sidoti & Company, LLC, where he covered small cap business services and specialty finance companies.
Previous to Sidoti & Company, he was Director of Corporate Development at e-media, Inc., and a buyside equity analyst at QCI Asset Management, Inc.
Mr. O'Sullivan NASD registered series 7, 24, 63, 86, and 87.
Anciens postes connus de Dan B. O'Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
Kaufman Bros. LP
 Kaufman Bros. LP Investment Banks/BrokersFinance Founded in 1995, Kaufman Bros. LP is a broker/dealer headquartered in New York City with an additional office in San Francisco. The firm is a member of the NASD, the SIPC and FINRA. Kaufman Bros. provides investment banking, equity research and institutional sales and trading. The firm provides fundamental research on the following sectors: (1) cable, satellite and interactive media (2) communications equipment (3) digital media software (4) green technology (5) information technology hardware and storage (6) information technology services and software (7) semiconductors and (8) telecommunications & data services. | Analyst-Equity | 30/01/2012 |
Utendahl Capital Partners LP
 Utendahl Capital Partners LP Investment Banks/BrokersFinance Founded in 1992, Utendahl Capital Partners LP is a broker/dealer located in New York City. Along with their affiliates in merchant banking, mezzanine finance and asset management, the firm offers a full range of investment banking products including equity, fixed-income, research, corporate finance and capital markets. Their research team focuses on small- to mid-cap companies in the business services, capital goods, consumer discretionary, consumer finance, consumer products, industrial machinery, media and entertainment and specialty finance sectors. The firm is a subsidiary of Utendahl Capital Group LLC. | Analyst-Equity | 31/12/2009 |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Analyst-Equity | - |
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Analyst-Equity | - |
Expériences
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Sociétés liées
| Entreprise privées | 4 |
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Utendahl Capital Partners LP
Utendahl Capital Partners LP Investment Banks/BrokersFinance Founded in 1992, Utendahl Capital Partners LP is a broker/dealer located in New York City. Along with their affiliates in merchant banking, mezzanine finance and asset management, the firm offers a full range of investment banking products including equity, fixed-income, research, corporate finance and capital markets. Their research team focuses on small- to mid-cap companies in the business services, capital goods, consumer discretionary, consumer finance, consumer products, industrial machinery, media and entertainment and specialty finance sectors. The firm is a subsidiary of Utendahl Capital Group LLC. | Finance |
Kaufman Bros. LP
Kaufman Bros. LP Investment Banks/BrokersFinance Founded in 1995, Kaufman Bros. LP is a broker/dealer headquartered in New York City with an additional office in San Francisco. The firm is a member of the NASD, the SIPC and FINRA. Kaufman Bros. provides investment banking, equity research and institutional sales and trading. The firm provides fundamental research on the following sectors: (1) cable, satellite and interactive media (2) communications equipment (3) digital media software (4) green technology (5) information technology hardware and storage (6) information technology services and software (7) semiconductors and (8) telecommunications & data services. | Finance |
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Finance |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Finance |
