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Career history of Brian Rogers
Former positions of Brian Rogers
Companies | Position | Start | End |
---|---|---|---|
Charter Equity Research, Inc.
![]() Charter Equity Research, Inc. Investment ManagersFinance Founded in 2003, Charter Equity Research, Inc. is an independent equity research firm located in Colorado Springs, Colorado. The firm focuses on the wireless / telecommunications industry, providing in-depth, vertical coverage of industry services, equipment and semiconductor companies. | Institutional Sales | 16/06/2010 | 31/05/2011 |
Pacific Crest Securities LLC
![]() Pacific Crest Securities LLC Investment Banks/BrokersFinance Founded in 1990, Pacific Crest Securities LLC is an independent investment bank and SEC-registered broker/dealer headquartered in Portland, Oregon. The firm is a subsidiary of KeyCorp. (NYSE: KEY). Pacific Crest Securities participates in the following types of business: (1) making inter-dealer markets in corporate securities over-the-counter (2) retailing corporate equity securities over-the-counter (3) underwriting and selling group participant securities (4) retailing mutual funds (5) dealing in U.S. government securities (6) trading securities for their own account and (7) private placements of securities. The firm does not engage in transactions involving commodities, commodity futures or commodity options. Their investment banking activities include providing advisory services related to M&A transactions. Pacific Crest Securities focuses exclusively on the technology sector. They seek to identify emerging trends and provide insight and solutions to institutional investors, venture capitalists and technology companies in North America and Europe. Pacific Crest Securities provides equity research, institutional sales and trading, merger and acquisition advisory services, public company financings, private company financings and corporate services. Within the technology sector, Pacific Crest Securities targets a variety of industries including: (1) government policy regulation (2) clean technology (3) Internet and digital media (4) software and systems (5) communications technologies and (6) semiconductor technologies. | Corporate Officer/Principal | 01/08/2006 | - |
Arcadia Investment Corp.
![]() Arcadia Investment Corp. Investment Banks/BrokersFinance Founded in 1994, Arcadia Investment Corp. is a full service brokerage firm located in Portland, Oregon. | Analyst-Equity | 01/08/1999 | - |
Putnam Lovell NBF Securities
![]() Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks. | Analyst-Equity | - | - |
Training of Brian Rogers
The University of North Carolina at Charlotte | Masters Business Admin |
University of New Hampshire | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Analyst-Equity | 2 |
Institutional Sales | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Charter Equity Research, Inc.
![]() Charter Equity Research, Inc. Investment ManagersFinance Founded in 2003, Charter Equity Research, Inc. is an independent equity research firm located in Colorado Springs, Colorado. The firm focuses on the wireless / telecommunications industry, providing in-depth, vertical coverage of industry services, equipment and semiconductor companies. | Finance |
Arcadia Investment Corp.
![]() Arcadia Investment Corp. Investment Banks/BrokersFinance Founded in 1994, Arcadia Investment Corp. is a full service brokerage firm located in Portland, Oregon. | Finance |
Pacific Crest Securities LLC
![]() Pacific Crest Securities LLC Investment Banks/BrokersFinance Founded in 1990, Pacific Crest Securities LLC is an independent investment bank and SEC-registered broker/dealer headquartered in Portland, Oregon. The firm is a subsidiary of KeyCorp. (NYSE: KEY). Pacific Crest Securities participates in the following types of business: (1) making inter-dealer markets in corporate securities over-the-counter (2) retailing corporate equity securities over-the-counter (3) underwriting and selling group participant securities (4) retailing mutual funds (5) dealing in U.S. government securities (6) trading securities for their own account and (7) private placements of securities. The firm does not engage in transactions involving commodities, commodity futures or commodity options. Their investment banking activities include providing advisory services related to M&A transactions. Pacific Crest Securities focuses exclusively on the technology sector. They seek to identify emerging trends and provide insight and solutions to institutional investors, venture capitalists and technology companies in North America and Europe. Pacific Crest Securities provides equity research, institutional sales and trading, merger and acquisition advisory services, public company financings, private company financings and corporate services. Within the technology sector, Pacific Crest Securities targets a variety of industries including: (1) government policy regulation (2) clean technology (3) Internet and digital media (4) software and systems (5) communications technologies and (6) semiconductor technologies. | Finance |
Putnam Lovell NBF Securities
![]() Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks. | Finance |
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