Program Graduates
A significant percentage of OTR's interns find placement directly after their time with the firm. OTR's former interns work at a number of well respected financial services companies and a variety of related industries. Students will find the OTR team extremely helpful in finding placement after their internships are complete or when they graduate.
View OTR's intern program graduates from 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009
2017
Name: Nicole DeBlasio
College: Dartmouth College
Major: Psychology, minoring in Markets, Magement, and Economics
Year of graduation: 2019
Date of your OTR internship: Fall 2017
Take away from your internship at OTR:
Throughout my OTR Global internship I was given great exposure to the financial sector, establishing a working vocabulary of important financial terms and gaining a thorough understanding of the equity research industry. A unique aspect of OTR’s internship is the access to senior management. I had daily interaction with senior management and worked closely on different projects. Next summer I’m working at Bank of America in GWIM, which I think my internship at OTR Global really paved the way for.
Name: Jack Auteri
College: Dartmouth College
Major: Government and Spanish
Year of graduation: 2019
Date of your OTR internship: Fall 2017
Take away from your internship at OTR:
The OTR internship has provided me with the exposure to various facets of the Financial Research Industry. This position has allowed me to work on projects for the marketing department, assist the sales staff with prospecting clients, and work with the management team on various business development assignments. I have been able to observe and put into perspective how the Buy and Sell side firms interact with one another as well as the day to day routine of the sales staff and operations staff. As someone interested in pursuing a career in finance, I have gained valuable skills and knowledge in understanding the markets and data analysis. Many of the projects I was assigned dealt with data from OTR’s proprietary portal. I have sharpened my ability to manipulate Excel formulas to analyze large data sets as well as my ability to present them to superiors in a succinct and appealing manor. Some of these projects include constructing a pipeline illustrating the size and demand of potential OTR clients and measuring the impact OTR Research has on a given ticker on its release date.
The entire team at OTR is extremely pleasant to work with as well as interested in your success. On numerous occasions I have used my connections with the people I work with here for career advice and best practices moving forward. I believe this experience is a great stepping stone to anyone interested in pursuing a career in the financial services industry.
2016
Name: Jessica Wang
College: Dartmouth College
Major: Economics and Government
Year of graduation: 2018
Date of your OTR internship: Spring 2016
Take away from your internship at OTR:
My internship at OTR was invaluable in providing me with exposure and insight into not only equity research but the financial services industry as a whole. Working at OTR helped me to hone my interest in finance and in investments in particular. I especially enjoyed working with senior management on projects where I felt like I was really making an impact on the future direction of the company.
Name: Alvin Heumann
College: Dartmouth College
Major: Government
Year of graduation: 2018
Date of your OTR internship: Spring 2016
Take away from your internship at OTR:
My spring internship at OTR gave me valuable exposure to the financial industry as a whole and the equity research industry in particular. I especially enjoyed collaborating with senior management on various projects throughout my time at OTR.
Name: James Goldszer
College: Dartmouth College
Major: Economics
Year of graduation: 2017
Date of your OTR internship: Winter 2015/2016
Take away from your internship at OTR:
I was able to gain valuable insights into the sell side equity research industry, learn about hedge fund management, and the basics of channel check research.
Next adventure:
Summer Analyst at Goldman Sachs in Credit Research
2015
Name: Chris Aguemon
College: Dartmouth College
Major: Government
Year of graduation: 2017
Date of your OTR internship: Winter 2015
Take away from your internship at OTR:
OTR was extremely instrumental in my development in the financial world. From learning basic excel, to delving into the way the markets operated, to simply being a part of the field and networking throughout it, OTR provided an experience that has significantly impacted my development and young career.
Current company and position/next adventure:
Analyst, Morgan Stanley
Name: Goodwill Batalingaya
School: Dartmouth College
Major: Mathematics and Engineering Sciences (Mechanical)
Year of Graduation: 2016
Date of OTR Internship: Fall 2014
Takeaways from my internship at OTR: I really enjoyed my high pressure environment OTR brought be. Because I was at a small place, I had the opportunity to deliver a pretty decent impact. I presented marketing materials for potential clients, worked on excel modeling of the crowdfunding space, and wrote overviews of various private and public companies. Additionally, I was present during the Alibaba IPO and thus had a great experience witnessing it next to the trading desk.
Next Adventure: I'll be finishing up with my Bachelors of Engineering in Mechanical Engineering during the Fall 2016 and Winter 2017. I would really like to work in Financial Services, specifically Investment Management, and I've connected with a few professionals. We'll see what opportunities lie ahead!
Name: Evan Lefkovitz
College: Cornell University
Major: Industrial and Labor Relations
Year of graduation: 2016
Date of your OTR internship: Summer 2014
Take away from your internship at OTR:
My big takeaway from my internship at OTR was the invaluable experience I gained learning about the intricacies of determining the future success of a company. I came to understand that channel-check research like the reports distributed by OTR are an essential component to evaluate a potential investment.
Current company and position/next adventure:
I hope to pursue an internship in investment banking for the upcoming summer.
Name: Marcus Dunlap
College: Bucknell University
Major: Economics
Year of graduation: 2016
Date of your OTR internship: Summer 2014
Take away from your internship at OTR:
A big take away from my OTR internship was working so closely with company management, allowing me the opportunity to observe the company continually strive to innovate it's product and tap other markets. Research reports on specific markets, including the consulting and channel-checking research markets, followed by feedback on my work from management advanced my research skills while providing intellectual insight into many different financial market topics.
Current company and position/next adventure:
Since my internship, I have begun my junior year at Bucknell University with a much clearer idea of what I would like to do after I graduate- Investment Banking and/or Private Equity. I plan to work next summer as an investment banking intern on Wall street.
Name: Erik Warnquist
College: Dartmouth College
Year of graduation: 2016
Date of your OTR internship: Winter 2014
Take away from your internship at OTR:
I would say that there were two main take aways from my OTR Global Internship. The first was the chance to work directly with senior leadership in the company after only weeks of working in the internship. I had the opportunity to present three of my projects directly to Stanton and receiving his feed back and adapting to what he was looking for was instrumental for my time there. The second take away was the variety of the work I was given. I worked on models, marketing, promotional materials, research, and many other elements of a financial institution that gave me better insight to what exactly I am interested in pursuing in the future.
Current company and position/next adventure:
I have started a peer-to-peer textbook rental company, researched for a professor at the Tuck School of Business, and am studying banking and industrial organization at Oxford during the winter 2015 term.
Name: Alison Flint
College: Dartmouth College
Major: Economics
Year of graduation: 2015
Date of your OTR internship: Winter 2014
Take away from your internship at OTR:
I was very impressed by the organization of contacts and references that OTR, and Stanton in particular, kept. I learned how organization can help me in business and the true meaning of networking.
Current company and position/next adventure:
I interned with Wayfair, an online home decor store, and am looking into marketing and possibly online retail strategy. I am looking at a wide variety of companies in data, entertainment, publishing and business management for a job after graduation.
Name: William Cobau
College: Dartmouth College
Major: Economics and German Studies
Year of graduation: 2015
Date of your OTR internship: Winter 2014
Take away from your internship at OTR:
During my experience at OTR, I was impressed by the firm’s commitment to community and teamwork. Also, my mentor assisted with my professional development as I learned the process of backtesting investment theses and collecting necessary data.
Current company and position/next adventure:
Recently, I worked as a summer analyst for Wells Fargo in the private wealth management division. The skills that I developed at OTR allowed me to instantly adjust to a new environment and make a substantial contribution. Currently, I am in my fourth year at Dartmouth College, and am applying for full-time positions.
Name: Justin Lee
College: Dartmouth College
Major: Economics
Year of graduation: 2015
Date of your OTR internship: Fall 2013
Take away from your internship at OTR:
I had a wide range of learning experiences during my time at OTR: from familiarizing basic spreadsheet operations to learning about the derivative markets.
Current company and position/next adventure:
Analyst, Institutional Asset Management Group at PNC
Name: William Wang
College: Dartmouth College
Major: Economics & Computer Science
Year of graduation: 2015
Date of your OTR internship: Fall 2013
Take away from your internship at OTR:
I developed useful broad knowledge about the financial services industry, particularly in the equities markets.
Current company and position/next adventure:
In the summer of 2014 I worked as an intern in Fidelity's Quantitative Equity Research Group. I was one of their two first non-MBA interns.
Name:
Harry Gates
College: Dartmouth College
Year of graduation: 2014
Date of your OTR internship: Summer 2013
Takeaway from your internship at OTR:
I learned a great deal about the equity research industry through rewarding projects and easy access to upper management. I really valued the mentorship from Stanton Green (CEO) and Christopher Wu (Senior Business Analyst) -- I will use their advice as I jump into my next adventure.
Current company and position/next adventure:
Business Analyst at MindStream Analytics, a predictive analytics and data management consulting company in Boston.
Name: Chris Gibson
College: Dartmouth
Year of graduation: 2014
Date of your OTR internship: Summer 2013
Take away from your internship at OTR:
I really valued my interactions with Stanton Green. I was surprised and delighted that I was allowed such access to the CEO. He provided valuable mentorship with my future career path. I also valued increased exposure to the equity research segment and the tools used for the industry.
Current company and position/next adventure:
I'm working as an associate at IGS, a private equity consulting firm, in Boston
Name: Joe Pak
College: Harvard College
Year of graduation: 2014
Date of your OTR internship: Summer 2013
Take away from your internship at OTR:
"I gained great insight into market trends in many different sectors of industry, and a better sense of the different segments of the financial services business. I was also fortunate to have the opportunity to consult with many mentors and use their advice as a springboard into my next journey."
Current company and position/next adventure:
Analyst at Market Metrics, a Factset Company doing management consulting and market research in Boston.
Name: John Michel
College: Dartmouth College
YOG: 2014
Major: Economics
Date of OTR Internship: Spring 2013
Takeaway from OTR Internship:
- Developed quantitative and qualitative analysis skills, including sizing and segmenting markets relevant to OTR's research
- Worked on large data projects, including analysis of adverse weather on retail sales over the last century and construction of model measuring client engagement with quarterly research reports
- Led core research sales process toward European institutional investors by cold-calling portfolio managers in both French and English
- Gained an intimate understanding of the equity research industry
Current Company & Position: Interned during summer 2013 with IGS, a private equity consulting firm in Boston. After graduation in 2014 began a full time position with the Boston Consulting Group (BCG).
Name: Daniel Miao
College: Dartmouth College
YOG: 2014
Major: Economics and Mathematics
Date of OTR Internship: Spring 2013
Takeaway from OTR Internship: "Managing multiple projects at once and learning to prioritize better."
Current Company & Position: Bunge
Name: Jon-Paul Witkop
College: Manhattanville College
Major: Finance
YOG: 2014
Date of OTR Internship: Spring 2013
Takeaway from OTR Internship: "My first hands-on experience within the financial services industry. In shadowing and meeting with the professionals at OTR, I was able to gain and witness valuable, first-hand insights into the industry. Furthermore, the small size of the firm gave the position as an intern "high visibility" to upper management."
Current Company & Position: Accepted full-time position at Algonquin Advisors as a research analyst after a summer internship at Mastercard in 2013.
Name: Malcolm Leverett
College: Dartmouth College
YOG: 2014
Major: Computer Science, Math, Economics
Date of OTR Internship: Winter 2013
Takeaway from OTR Internship: "Overall, my time at OTR Global was very educational. I mastered many relevant Excel functions. More importantly, however, I learned about the investment research industry and its relation to the larger financial services sector."
Current Company & Position: The Vanguard Group
2012
Name: Herbert Thornhill
College: Columbia College
YOG: 2012
Major: Economics & Philosophy
Date of OTR Internship: Spring 2012
Takeaway from OTR Internship: “OTR had a great environment that exposed me to a wide range of projects that broadened my general financial knowledge. I learned tons about research, trading and equities markets, and I have been given a great opportunity to expand on those foundations at JP Morgan Hedge Fund Services. OTR gave me the chance to develop very important quantitative and analytical skills that I can build on throughout my career, and I am very thankful to have participated in its internship program.”
Current Company & Position: Investment Operations Analyst at Quantitative Management Associates, LLC
Name: A
jay Kannan
College: Dartmouth College
YOG: 2015
Major: Computer Science, Math, Economics
Date of OTR Internship: Fall 2012
Takeaway from OTR Internship: "The shadowing and learning opportunities at OTR were great - I learned a ton about how trading is done in the real world."
Current Company & Position: Graduates 2015
Name: Alison Levens
College: Dartmouth College
YOG: 2014
Major: Linguistics
Minor: Markets, Management & Economy
Date of OTR Internship: Fall 2012
After OTR: Summer Financial Analyst, Goldman Sachs & Co.
Name: Adam Kent
College: Manhattanville College
YOG: 2012
Major: Business Management
Date of OTR Internship: Spring 2012
Takeaway from OTR Internship:“OTR allowed me to experience for the first time what it means to work within a business that relies heavily upon one another to get projects done, thus allowing the company to move forward as a whole. I worked on a number of tasks that provided opportunities to experience new business concepts, all in which resulted in a learning process that was beneficial on an individual level. Working in a professional environment alongside a set of employees who were continually helpful throughout my time at OTR was especially rewarding and heightened my overall learning experience.”
Current Company & Position: Assistant Director, Soccer at Its Best Academy in Brooklyn.
Name: Joy Chen
College: Dartmouth College
YOG: 2014
Major: Government & Ecomonics
Date of OTR Internship: Summer 2012
After OTR: Investment Analytics Intern, Eaton Vance
Name: Bhinnata Piya
College: Manhattanville College
YOG: 2012
Major: Finance & Sociology
Date of OTR Internship: Spring 2012
Takeaway from OTR Internship: “I was surprised to see how helpful my finance-related internships could be, even in the field of global health. Working in Achham requires a lot of resilience, patience and an ability to keep going even under a lot of emotional and mental stress. But in terms of the data-driven aspect of the work, working with OTR Global and IndexIQ during my time at Manhattanville, has definitely helped me effectively organize and analyze our data and use it for the people of Achham. “
Current Company & Position: “I have been working with Nyaya Health as the assistant to the country director in Achham for almost a year now. I'm absolutely in love with Nyaya, Achham and the hard work that our Nepal and global team put together every day to ensure that our patients receive the care that they deserve without letting their financial conditions get in the way. We operate in an extremely remote and impoverished area with one of the highest maternal mortality rates in the country, which makes me very proud to let you know that I have been given an opportunity to be a part of starting up our newest program: health post strengthening program, which is aimed toward increasing delivery rate in health facilities and increasing family planning uptake throughout the district.”
Name: Matthew Habig
College: Dartmouth College
YOG: 2013
Major: Engineering Sciences & Economics
Date of OTR Internship: Summer 2012
Takeaway from OTR Internship: “The importance of a flawless work product.”
After OTR: Gridley and Co. Summer Investment Banking Analyst
Current Company & Position: Morgan Stanley, US Equity Research Sales, Sales Assistant/Professional
Name: Raquel Formanek
College: Johns Hopkins
YOG: 2013
Major: Economics
Date of OTR Internship: Summer 2012
Takeaway from OTR Internship: “I was excited to learn the intricacies of the business throughout my internship experience at OTR. The skills I learned were applicable to coursework and helped to prepare me for the interview process for after graduation. Overall, the experience provided a dynamic exposure to research, sales and trading and business analysis."
Current Company & Position: “I currently work at FactSet as a consultant.”
2011
Name: Giuseppe Stuto
College: Boston University
YOG: 2011
Major: Business Administration
Date of OTR Internship: Fall 2010 – Spring 2011
Takeaway from OTR Internship: “I learned that the key to learning as much as possible is to surround yourself with people smarter than you. At OTR, I knew that I would be in such an environment, and on top of learning all that I did, it indirectly motivated me to push myself harder and harder.”
Current Company & Position: “I spent some time at a private equity/venture capital fund of funds, and I was also able to start my own company. My start-up has pivoted and rebranded as ‘CoverTonight.’ I am the CEO and founder of it and lead both the software and business development aspect of it. CoverTonight is a mobile app software as a service that allows users to discover cool events closest to them and allows them to purchase access to those events with the click of a few buttons!”
Name: William Mueller
College: Dartmouth College
YOG: 2012
Major: Economics
Date of OTR Internship: Winter 2011
Takeaway from OTR Internship: “OTR taught me dynamic skills to excel in many different working environments. In addition to teaching me the hard skills in the areas of Excel, accounting and finance, OTR taught me to work well in groups and to constantly search for the simplified version of an answer. I am extremely fortunate to have such an outstanding internship experience.”
Current Company & Position: Bank of America Merrill Lynch, Investment Banking Analyst
Name: Brendan Fitzgerald
College: St. Lawrence University
YOG: 2012
Major: Economics & History
Date of OTR Internship: Summer 2011
Takeaway from OTR Internship: “My internship at OTR was an invaluable experience that I will take with me into my professional career. It was an exciting experience to be a part of the immediate business and strategic needs of the firm. The opportunity to spend time on the trading floor with OTR's experienced salespeople and traders was a unique chance to witness firsthand the operation and daily workings of the marketplace. What's more, as I further my professional career in my post-college life, I will undoubtedly take with me the lessons that only firsthand experience in the industry would have been able to teach me.”
Current company & Position: “Since January 7, I’ve been a fuel oil sales and marketing representative at Chemoil Corporation in San Francisco, CA. I work with our traders and operators to supply fuel for big ships, such as cruise liners and container ships. I’ve found many parallels between the oil industry and finance — a lot of the same personal mentalities along with a strong reliance on real-world information and its effects on markets. My experience at OTR has definitely made an impact on the work I do daily, even if indirectly.”
Name: Warda Khan
College: Manhattanville College
YOG: 2012
Major: Finance; Minor in Political Science
Date of OTR Internship: Fall 2011
Takeaway from OTR Internship: “Greater confidence in terms of cross-departmental interaction, improved communication skills, hands-on experience with regards to financial markets and issues crucial to internal revenue growth of the company, valuable advice and guidance from the senior officials of the company, including the CEO.”
Current Company & Position: Associate Analyst, Global Products and Solutions: (Department: Emerging Payments), MasterCard Worldwide Inc.
Name: Stephen Gianneta
College: Cornell University
YOG: 2013
Major: Economics
Date of OTR Internship: Summer 2011
Takeaway from OTR Internship: “The OTR internship was a great starting point for my career in finance. It gave me my first exposure to the markets each day. I was working on projects to help me further my understanding. My biggest takeaway from the summer was the people I met. OTR is full of professionals who have been in the industry for many years. It was a great experience to get to ask them questions and watch them do their jobs on a daily basis.”
After OTR: “The summer after I interned at OTR, I got an internship doing a sales and trading rotational program at Barclays in New York City.”
Current Company & Position: “I was hired directly out of the summer internship program at Barclays. I just started a few weeks ago, and I am on the Prime Services Fixed-Income Financing Sales desk.”
2010
Name: Ray Lee
College: Dartmouth College
Major: Economics
Date of OTR Internship: Winter 2010
Takeaway from OTR Internship: “In addition to receiving a great introduction to the world of finance and its research industry, I learned the crucial importance of teamwork, initiative and hard work during my experience as an OTR Global intern. Being responsible for projects, which included competitive analysis and trading volume revenue reports, especially enhanced my critical-analysis skills.”
Current Company & Position: Exploring options in the start-up industry
Name: Stephanie Hu
College: Dartmouth College
YOG: 2011
Major: Sociology modified with Economics & English
Date of OTR Internship: Spring 2010
Takeaway from OTR Internship: “Although my internship with OTR global focused mostly on business development and marketing, it was my first exposure to the finance community and helped me understand the processes behind equity research and analysis. I became very interested in fundamental research, and my experience at OTR ultimately inspired me to pursue a career in investment management, despite having been pre-med for most of my Dartmouth career.”
After OTR: “Completed another internship at MKM partners as an equity research intern, working with an apparel retail analyst.”
Current Company & Position: “Putnam Investment Management, Investment Associate doing equity research with the global health care team.”
Name: Brendan Kirby
College: Boston College, Carroll School of Management
YOG: 2012
Major: Accounting & Finance
Date of OTR Internship: Summer 2010
Takeaway from OTR Internship: “Attention to detail, preparation, and hard work are just as essential to success as things learned in the classroom. After OTR, I completed my junior year at Boston College and landed an internship with Ernst and Young's Financial Services office the following summer."
Current Company & Position: “Ernst and Young, FSO Staff 1, scheduled to start work and complete my CPA in January.”
Name: Jonathan Rather
College: Boston College
YOG: 2012
Major: Communications & Economics
Date of OTR Internship: Summer 2010
Takeaway from OTR Internship: “While working at OTR under a small team of sales traders, I was exposed to the financial markets on a daily basis, and as such, I was able to learn a lot about equity and bond markets and the financial services industry as a whole. The OTR office in Purchase, NY, was relatively small and everyone working there was incredibly helpful and willing to help me learn and gain insight into the core businesses at OTR. Overall, it was a great experience, I met a lot of great people and I was able to learn a lot."
After OTR: “The following summer after OTR, I was able to land an internship at UBS Wealth Management in its home office in Weehawken, NJ. I was one of 60 interns working at UBS that summer, who were all looking to land full-time jobs with the firm."
Current Company & Position: “Starting in August, I am working full time as an analyst at UBS WM in its Graduate Training Program. It is a two-year program in which I rotate through various departments within the bank every four months or so.”
Name: Michael Capozzi
School: Manhattanville College
YOG: 2012
Major: Finance & Sociology
Date of OTR Internship: Fall 2010
Takeaway from OTR Internship: “OTR Global and its president and CEO, Stanton Green, taught me how to think critically and outside the box. I was always encouraged to find solutions to the problems encountered with innovation and creativity. It always amazed me how I was never told exactly what to do or micromanaged but, instead, given the opportunity to develop my own ideas in the specified projects. It gave me the opportunity to interact with senior management in a fascinating firm and gave me experiences that pushed my career to new heights.
After OTR: “After OTR, I did a year-long internship at MasterCard Worldwide (starting on June 2011) supporting the Global Media and Agency Operations Department. I was hired in the fall of 2011 to join full time after graduation."
Current Company & Position: “Associate Analyst, MasterCard Worldwide (started May 21, 2012).”
2009
Name: Beatus Rwechungura
College: Princeton University
YOG: 2010
Major: BSE, Operations Research & Financial Engineering
Date of OTR Internship: Summer 2009
Takeaway from OTR Internship: “As a CEO intern, I was able to work directly with the company's CEO, director of marketing and director of human resources. I had a great exposure to upper management and was able to work on different in-house projects. I analyzed a company's trading volume, helped on the calculation of bonuses for the sales reps and also participated in allocating potential clients to OTR services. The internship helped improve my communications skills with top management, which helped later on my job as an investment banking analyst. I also gained experience in multitasking and prioritizing projects, as well as improved my analytic and presentation skills.”
Current Company & Position: “After my OTR Internship, I finished my senior year and graduated with honors in Operations Research and Financial Engineering. I then moved to New York in July 2010 for a job as an investment banking analyst at TAP Advisors. TAP is an investment firm focused on telecommunication, founded by ex-UBS bankers. I worked at TAP until February 2012 and gained an invaluable experience working with some of the top bankers in their field. I thought it was important for me to bring back my experience to Tanzania, so I moved back to my home country in March 2012 and started working as an economist for a multinational oil and gas company, BG Group, in May 2012 in Dar Es Salaam, Tanzania.
I believe that OTR has opened a lot of interview doors by just having this interesting and rewarding internship on my resume."
Name: Christopher Wu
College: Dartmouth College
YOG: 2010
Major: Economics & Psychological and Brain Sciences
Date of OTR Internship: Fall 2009
Takeaway from OTR Internship: “During my internship, I learned to see the bigger picture and how various departments interact and affect the firm. In addition to seeing the bigger picture, OTR taught me how to systemically solve problems and the importance of critically questioning everything. While here, I was also very fortunate to have a number of incredible and inspiring mentors."
After OTR: “Business Analyst at HBO, Time Warner”
Current Company & Position: OTR Global, Senior Business Analyst
