Experience
Fidelitas Capital Partners, LLC   March 2012 - Present
Cotton Creek Capital  January 2009 - March 2012
Trinity Hunt Partners   February 2004 - January 2009
Hunt Capital Group   July 1999 - February 2004
Merrill Lynch & Co.   May 1998 - August 1998
NationsBanc Capital Markets Inc.   July 1994 - August 1997

Skills
Corporate Finance, Buyouts, Recapitalizations, Private Equity, Valuation, Due Diligence, Mergers, Financial Modeling, Investments, Investment Banking, Financial Analysis, Venture Capital, LBO, Restructuring, Corporate Development, Equities, Alternative Investments, Capital, M&A experience, Business Valuation, Growth Capital, Leveraged Finance, Private Placements, Mergers, Mergers & Acquisitions

Education
The Wharton School   1997 — 1999
MBA, Finance, Entrepreneurial Management

Oklahoma State University   1989 — 1994
BS, Economics, Finance

Experience
Prospect Capital LLC   January 1990 - Present
Merrill Lynch & Co.   September 1987 - January 1990
First Boston Corporation  September 1985 - August 1987
Sonnenblick-Goldman Corp.   May 1982 - August 1985

Education
University of Pennsylvania - The Wharton School   1980 — 1982
MBA, Finance

University of Pennsylvania   1971 — 1975
BA, Psychology

Experience
Carmax Auto Finance  October 2012 - Present
Accenture  April 2011 - October 2012
MERRILL LYNCH & CO  May 2008 - October 2009
MERRILL LYNCH & CO  July 2007 - May 2008
Department of Justice  May 2004 - May 2007

Skills
Analysis, Finance, Microsoft Excel, PowerPoint, Financial Analysis, Payroll, Budgets, Account Reconciliation, Accounts Payable, Strategic Financial..., Managerial Finance, Financial Planning

Education
Georgia State University   2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics

Clark Atlanta University   2003 — 2007
Business Administration, Finance

Experience
Royall Capital Holdings, LLC.   April 2013 - Present
Blaylock & Company  January 2008 - April 2013
Blaylock & Company  March 2004 - December 2007
Credit Suisse First Boston  1998 - 2001
DLJ  1998 - 2000
Merrill Lynch & Co  1993 - 1996

Education
Columbia University - Columbia Business School   1997 — 1998
Finance

Syracuse University   1988 — 1992
B.S., FINANCE

Syracuse University - Martin J. Whitman School of Management   1988 — 1992
B.S., Finance

Experience
Angelo, Gordon & Co.   April 2015 - Present
Merrill Lynch & Co.   July 2009 - March 2015
Merrill Lynch & Co.   July 2007 - June 2009

Education
Penn State University   2003 — 2007
Bachelor of Science (B.S.), Finance

Experience
Private Investor - Financial Blogger - Business Consultant   May 2010 - Present
Blue Ocean Option   May 2010 - Present
SafeBOX Financial   May 2010 - April 2014
SafeBOX Financial   May 2010 - April 2014
Gilford Securities  February 2009 - April 2010
Oppenheimer & Co.   July 2006 - January 2009
Merrill Lynch & Co.   2003 - 2006

Skills
Equities, Investments, Options, Wealth Management, New Business Development, Mutual Funds, Strategic Leadership, Hedge Funds, Risk Management, Volatility Arbitrage, Finance, Motivational Speaking, Project Management, Series 7, Private Equity, Trading, Start-ups, Business Planning, Portfolio Management, Management, Financial Risk, Financial Modeling, Financial Advisory, Derivatives, Financial Markets, Electronic Trading, Analysis, Trading Systems, Securities, Capital Markets, Alternative Investments, Equity Trading, Real Estate, Investment Strategies, Bonds, Bloomberg, Fixed Income, Commodity, Volatility Arbitrage..., Options Strategist, Computer Proficiency, Asset Management, Public Speaking, Business Intelligence, Qualitative Research, Financial Analysis, Mergers & Acquisitions

Education
University of Virginia   1990 — 1992

United States Naval Academy   1985 — 1989

Experience
AIG  March 2013 - Present
AIG  October 2010 - March 2013
Bank of America  June 2009 - October 2010
Merrill Lynch & Co.   May 2008 - May 2009
Merrill Lynch & Co.   June 2004 - April 2008
Merrill Lynch &Co.   July 1999 - May 2004
Warner-Lambert Company (currently Pfizer, Inc)   June 1997 - July 1999
CR Bard, Inc.   October 1994 - June 1997
Federal Paper Board Co. (currently International Paper, Inc,)   August 1993 - September 1994
Witco Corporation (currently Chemtura Corp.)   September 1991 - August 1993

Skills
Finance, Strategic Financial..., Financial Reporting, Financial Analysis, Forecasting, Variance Analysis, Managerial Finance, Financial Modeling, Financial Services, Corporate Finance, Essbase, Valuation

Education
Seton Hall University   1995 — 1998
Master of Business Administration (M.B.A.), Finance

Rutgers University-New Brunswick   1987 — 1991
Bachelor's Degree, Accounting

Experience
Bespoke.is   February 2015 - Present
eCommerce and Strategy   September 2014 - Present
BeMe New York   November 2013 - August 2014
Stylyt   June 2011 - November 2013
The Wharton School / Lauder Institute, University of Pennsylvania   May 2009 - May 2011
Richmond Global   February 2010 - August 2010
Deloitte  June 2006 - May 2009
Merrill Lynch & Co.   2005 - 2006

Skills
Venture Capital, Financial Modeling, Start-ups, Strategy, Mergers, Private Equity, Due Diligence, Entrepreneurship, Emerging Markets, Investments, Portfolio Management, E-commerce, Valuation, Finance, Mergers & Acquisitions, Corporate Finance, Management Consulting, Corporate Development, Competitive Analysis

Education
University of Pennsylvania - The Wharton School   2009 — 2011
MBA/MA, Entrepreneurial Management

New York University - Leonard N. Stern School of Business   2002 — 2006
BS, Finance and Economics

Experience
American Resources & Development Corp.   January 2009 - Present
Bank of America Merrill Lynch  2013 - 2015
Pershing, a BNY Mellon company  2012 - 2013
CIGNA Group Insurance  September 2011 - February 2012
Merrill Lynch & Co.   October 2006 - October 2008
Keystone Financial Services, Inc.   November 2004 - July 2007
CIGNA Corporation  July 2005 - October 2006
ACE Insurance Company of North America   June 2004 - October 2004
TransUnion Mortgage Services, Inc.   January 2004 - March 2004
Keystone Financial Services, Inc.   January 2002 - January 2004

Skills
Requirements Gathering, SDLC, Requirements Analysis, User Acceptance Testing, Testing, Process Improvement, SQL, Integration, Business Analysis, Visio, Business Requirements, Vendor Management, Systems Analysis, Waterfall, Functional..., Software Documentation, Gap Analysis, Business Process, Software Project..., Databases, Project Management, PMO, DB2, Quality Assurance, Software Development, XML, Microsoft SQL Server, SOA, Enterprise Architecture, Agile Methodologies

Education
University of Richmond
Bachelor of Arts, Journalism

Experience
Select Energy Services  2008 - Present
Cimmaron Gathering LP   September 2005 - April 2007
Merrill Lynch & Co.   1993 - 2005
First Boston Corporation  1983 - 1993

Skills
Corporate Development, Business Acquisition, Natural Gas, Oil&Gas, Energy, Investment Banking, Due Diligence, Oil/Gas, Energy Industry, Acquisitions, Petroleum, Oil & Gas Industry, Oilfield, Gas, Upstream, Drilling, Mergers & Acquisitions, Oil & Gas

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1981 — 1983
Master's degree, Business Administration

University of Virginia, McIntire School of Commerce   1974 — 1978
Bachelor of Science, Commerce

Experience
State Street / PIMCO   January 2011 - April 2013
Custom Computer Specialists @ Visiting Nurse Regional Health Care System   May 2010 - November 2010
Qi Cashmere  September 2004 - November 2010
Franklin D. Roosevelt Academy   September 2008 - May 2010
Merrill Lynch & Co.   December 1997 - September 2008
Stony Brook University Medical Center  July 1995 - December 1997

Skills
XP, Hardware, Printers, Mac OS X, HP, Windows 7, Windows Server 2003, Windows Server 2008, Citrix Metaframe, Cisco, Management, Project Management, Project Planning, Change Management, Team Management, Team-oriented, Troubleshooting, Adaptability, Problem Solving, Problem Management, Windows Server, OS X, Cisco Technologies, Active Directory, Disaster Recovery, Networking, HP Procurve Networking, Aruba Wireless, Backup Exec, Microsoft Exchange, Information Security, Network Security, Cisco Firewall Security, Wireless Networking, Systems Engineering, Network Engineering, Information Technology, Infrastructure, BMC Remedy, Windows XP, Citrix

Education
Pace University
BS, Computer Science

ACS - Alliance Computing Solutions

FDR High School
Regent, Accounting

Experience
Disney Interactive  January 2015 - Present
Disney Interactive  July 2013 - December 2014
Driehaus Private Equity   April 2012 - April 2013
Disney Theatrical Group  May 2008 - June 2010
Merrill Lynch & Co.   July 2006 - May 2008
New Jersey Governor's Office  May 2004 - August 2005

Education
The University of Chicago - Booth School of Business   2010 — 2013
MBA

University of Chicago - Committee on International Relations   2010 — 2013
MA

Rutgers University   2002 — 2006
BS

West Windsor-Plainsboro High School North   1998 — 2002

Experience
IL Mulino New York  November 2013 - Present
iNovum   October 2010 - September 2013
Geller & Company  May 2009 - September 2010
Merrill Lynch & Co  July 2005 - May 2008
Clarendon Insurance Group  October 2004 - June 2005
Morgan Stanley Co   July 2000 - September 2004

Skills
Financial Analysis, Analysis, Account Reconciliation, Process Improvement, Financial Accounting, Financial Risk, Bloomberg, General Ledger, Market Research, Management, Treasury, Income Statement, Executive Management, Insurance, Accounting, Business Analysis, Strategic Planning, Business Planning, Data Analysis, Business Strategy

Education
Baruch College, City University of New York (CUNY)   2001 — 2004
MBA, Marketing & Finance;

Baruch College, City University of New York (CUNY)   1998 — 2000
BBA, Accounting

Experience
Kingsview Realty   August 2012 - Present
RYJ Management, Inc.   June 2007 - Present
New York Life Insurance Company  July 2013 - January 2014
CA Technologies  June 2012 - May 2013
CREDIT SUISSE SECURITIES LLC  April 2010 - June 2012
JPMorgan Chase  June 2003 - August 2009
last mile connections  2003 - 2003
Merrill Lynch  August 1998 - November 2002
MERRILL LYNCH & CO  January 1998 - January 2002
Smith Barney  May 1996 - July 1998

Skills
Mergers, Vendor Management, Management, Mergers & Acquisitions, Negotiation, Project Management, Contract Negotiation, Procurement, Strategy

Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law

LaSalle Academy
High School Diploma, Academic

Long Island University
Bachelor of Arts (B.A.), Political Science and Government, 3.64

NEW YORK UNIVERSITY

Experience
Target English International   June 2015 - Present
Manhattan Business Academy   September 2012 - May 2015
I.S. 5   September 2009 - June 2012
Supreme Evaluation   November 2011 - May 2012
NYC Dept. of Education  September 2001 - July 2009
Hospitality  October 2003 - August 2004
Internet Tradeline  March 2000 - January 2001
Merrill Lynch & Co.   September 1999 - March 2000
Hospitality  January 1994 - December 1999

Skills
Research, Instructional Design, Curriculum Design, Curriculum Development, Leadership Development, Teacher Training, Training, Event Planning, Educational Technology, Staff Development, PowerPoint, Coaching, Captivate

Education
CUNY Queens College   2006 — 2008
Master of Arts (M.A.), English Language and Literature, General

St. Joseph's College   1997 — 1999
Bachelor's degree, English Language and Literature, General

Queen's University Belfast
Certificate of Industrial Relations, Employment Relations

Zicklin School of Business
Executive MSILR, Labor Relations and Organizational Behavior

Experience
Sam's Club  October 2013 - Present
Sam's Club  April 2012 - October 2013
Sam's Club  November 2011 - April 2012
Walmart  March 2011 - November 2011
Walmart  June 2010 - March 2011
Merrill Lynch & Co.   June 2008 - July 2008
ETX Capital  February 2008 - April 2008

Skills
Merchandising, Retail, Financial Analysis, Consumer Electronics, Forecasting, Negotiation, Strategy, Pricing, Cross-functional Team..., P&L Management, Leadership, Management, Budgets, Supply Chain, Inventory Management

Education
University of Florida ­- Hough Graduate School of Business   2009 — 2010
Master of Arts, International Business, 3.76

University of Florida - Warrington College Of Business   2005 — 2009
Bachelor of Science, Business Administration; Finance, 3.70

Experience
BBVA Compass  March 2015 - Present
Paul Comstock Partners  August 2009 - March 2015
Woodway Financial Advisors  September 2007 - January 2009
JP Morgan  August 2004 - May 2006
Cougar Investment Fund, LLC  August 2004 - December 2005
Merrill Lynch & Co.   August 2002 - March 2004
US Army  May 1997 - May 2002

Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives

Education
University of Houston, C.T. Bauer College of Business   2004 — 2007
MBA, Finance

University of Houston, C.T. Bauer College of Business   2003 — 2005
Graduate Certificate, Financial Services Management

United States Military Academy at West Point   1993 — 1997
BS, American Legal System and Systems Engineering

McCullough   1988 — 1992

Experience
Bloomberg LP  May 2012 - Present
Bloomberg  October 2010 - May 2012
CITIBANK, N  October 2008 - August 2010
MERRILL LYNCH & CO  August 2006 - August 2008
PRIMESHARES WORLD MARKETS, LLC   November 2003 - August 2006

Skills
Bloomberg Terminal, Equity Research, Equity Trading, Technical Analysis, Equity Capital Markets

Education
Binghamton University - School of Management   2009 — 2010
Master, Business Administration

Lehigh University   1999 — 2003
Bachelor of Science, 2003; Finance and Marketing

Experience
Bank of America  July 2012 - 2013
Bank of America  January 2009 - July 2012
Merrill Lynch & Co  September 2006 - January 2009
Merrill Lynch  August 1999 - September 2006
Merrill Lynch  March 1996 - August 1999
NatWest Bank  1994 - 1996

Skills
Risk Management, Vendor Management, Networking, Operations Management, Management, Program Management, Team Building, Six Sigma, Leadership, Process Improvement, Microsoft Office, Business Analysis, Budgets, Project Management, SDLC, Marketing, Strategy, Sourcing, Asset Managment, Relationship Management, Contract Negotiation, Outsourcing, Team Leadership, Service Delivery, Disaster Recovery, Change Management, Portfolio Management, Procurement, Business Continuity, Business Process..., Cross-functional Team..., Financial Services, Strategic Planning, Business Development, Project Delivery, Training, Project Planning

Education
Brookdale Community College   1986 — 1987
Associate of Arts, Communications

Rutgers University – Camden
Liberal Studies

Experience
Integrated Enterprises Inc.   2001 - Present
Merrill Lynch & Co.   1994 - 2001
JP Morgan Securities  1992 - 1994
Salomon Brothers Inc.  1989 - 1992
Sun Microsystems  1986 - 1989

Skills
Business Analysis, Budgeting, Vendor Management, Banking, Strategic Planning, Data Center, Management Consulting, Process Improvement, Program Management, E-commerce, Equities, Customer Relations, Team Leadership, Unix, Capital Markets, Disaster Recovery, Risk Management, Negotiation, Problem Solving, IT Management, Trading, Enterprise Architecture, Insurance, Process Engineering, Sybase, IT Governance, Integration, Business Planning, New Business Development, Solution Design, Security, Operations Management, ITIL, Risk, Fundraising, Leadership Development, Software Development, Executive Management, Enterprise Software, Deployment, IT Strategy, Business Management, IT Operations, PMO, Service Delivery, IT Service Management, PMP, Business Strategy, Team Management

Education
New York Institute of Technology-Old Westbury   1978 — 1980
Computer Science

Experience
Strength from Within Fitness, LLC   March 2014 - Present
White House International, LLC   April 2013 - Present
White House Financial & Settlement Consulting, LLC   December 2000 - Present
Merrill Lynch & Co.   September 1997 - December 2001
River Capital   January 1997 - September 1997
Grant Thornton LLP  1993 - 1995

Skills
Personal Training, Fitness, Fitness Training, Fitness Industry, Fitness Instruction, Strategic Financial..., Wealth Management, Financial Advisory, Investments, Investment Management, Fixed Annuities, Finance, Securities, Mergers & Acquisitions, Estate Planning, Structured Settlements, Investment Advisory, Insurance, Retirement Planning, Retirement, Series 7, Financial Planning, Leadership, Divorce Planning, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Entrepreneurship, FINRA, Trusts, Investment Banking

Education
The University of Chicago Booth School of Business   1994 — 1996
MBA, Finance

University of Michigan   1987 — 1991
BSE, Engineering Physics

College of Financial Planning   2004 — 2005
Certified Financial Planner, Financial Planning, A+

Experience
PNC  May 2015 - Present
Citi  August 2005 - April 2015
Bank of America  2003 - 2005
Merrill Lynch & Co  1996 - 2003
Salomon Brothers Inc  October 1989 - May 1996
Carter Hawley Hale  August 1987 - May 1989
Macy's New York  July 1982 - April 1987
Macy's  1982 - 1987

Skills
Series 7, Succession Planning, Talent Management, Talent Acquisition, Employee Engagement, Management, Program Management, Deferred Compensation, Employee Benefits, Strategic Planning, Workforce Planning, Leadership, Organizational Design, Relationship Management, Change Management, Coaching, Leadership Development, Organizational..., Executive Coaching, Organizational..., Onboarding, Financial Services, Executive Management, Organizational Learning, Mergers & Acquisitions, Performance Management, Wealth Management, Human Resources, Vendor Management

Education
American University   1992 — 1995
MS, Organizational Development

Bloomsburg University of Pennsylvania   1978 — 1982

Downingtown Senior High School   1975 — 1979

Experience
RomneyCom L.L.C.   January 2000 - Present
Financial Women's Association  2005 - 2008
Padilla Speer Beardsley  January 1990 - July 1996
Merrill Lynch & Co  January 1983 - February 1989

Skills
Publicity, Public Relations, Corporate Communications, Marketing Communications, Thought Leadership, Event Planning, Public Speaking, Media Relations, Internal Communications, Leadership, Newsletters, Strategy, Business Development, Press Releases, Editing, Social Media Marketing, Marketing, Strategic Planning, Copywriting, Entrepreneurship, Social Media, Program Management, Leadership Development, Business Strategy, Advertising, Marketing Strategy, Strategic Communications, Lead Generation, Journalism, Nonprofits, Web Content, Messaging, Social Networking, Communication Training, Integrated Marketing, Speech Writing, Crisis Communications

Education
Brown University   1900 — 2019
AB - Honors, English Literature; Creative Writing

Experience
GlobeOp Financial Services  October 2010 - July 2015
Promontory Financial Group, LLC  May 2010 - October 2010
JPMorgan Chase  June 2007 - May 2009
UBS Alternative Investments   May 2006 - May 2007
Bank of America  2002 - 2005
Merrill Lynch & Co.   November 1999 - July 2002
Bankers Trust Company  1982 - 1999
Price Waterhouse  September 1980 - October 1982

Skills
Product Development, Hedge Funds, Alternative Investments, Equities

Education
State University of New York at Albany   1979 — 1980
Bachelor's degree, Accounting

Experience
General Mills  August 2011 - Present
NAVTEQ Corporation  September 2005 - August 2011
Lucent Technologies Inc  March 2000 - September 2005
Merrill Lynch & Co.   March 1997 - March 2000
Prudential Securities  August 1996 - March 1997
Prudential Securities  June 1995 - August 1995

Skills
Mergers & Acquisitions, Strategy, Venture Capital, Business Strategy, Corporate Development, Start-ups, Business Development, Cross-functional Team..., Strategic Partnerships, Investments

Education
University of Chicago - Booth School of Business   1994 — 1996
MBA

University of Michigan   1986 — 1990
BA

Experience
Winston Resources  October 2013 - Present
New York Staff Search, LLC   September 2012 - November 2013
Adam and Evenings, New York, NY   May 2009 - February 2013
Endeavor Trading Group   2009 - March 2012
TD Ameritrade  February 2007 - July 2009
Mellon Bank  June 2003 - November 2006
R&G Brenner Tax and Financial Advisors   April 2002 - June 2003
WIT Capital  March 1999 - June 2001
Merrill Lynch & Co.   September 1996 - March 1999

Skills
Strategic Financial..., Investor Relations, Building Relationships, Coordinating Special..., Investment Management, Customer Acquisition, Recruiting, Human Resources, Employee Relations, Employee Benefits, Strategic Hiring, Business Strategy, Social Media, Asset Managment, Analysis, Fixed Annuities, CRM, Investments, Finance, Institutional..., Portfolio Management, Securities, Program Management, Mutual Funds, Financial Analysis, Event Planning, Management, 401k, Capital Markets, Retirement, Strategy, Alternative Investments, Asset Allocation, Equities, Sales, Relationship Management, Financial Modeling, Financial Services, Fixed Income, Salesforce.com, Risk Management, Process Improvement, Account Management, Analytics, Epic Systems, Managerial Finance, Financial Accounting, Healthcare Industry, Asset Management, Networking

Education
Tulane University   1992 — 1996
Bachelor's degree, Finance

Edgemont High School

Experience
Citi Ventures   2014 - Present
IDEO Bits + Blocks coLAB   June 2015 - Present
Citi Ventures & Plug and Play Global FinTech Accelerator   March 2015 - Present
Kloud Technologies Inc.   2012 - Present
Philanthro Inc.   2006 - Present
Deloitte Touche Tohmatsu Limited (DTTL)   2012 - 2014
Monitor-Deloitte (Formerly Deloitte Consulting LLP)   2004 - 2012
Lazard  2009 - 2009
The Bear Fund LLC   2008 - 2008
Merrill Lynch & Co.   2003 - 2003

Skills
Strategy, Blockchain Technology, Bitcoin, Strategic Partnerships, FinTech, Corporate Venture..., Innovation Management, Mergers & Acquisitions, Management Consulting, Corporate Development, Business Strategy, Entrepreneurship, Due Diligence, Start-ups, Financial Modeling, Competitive Analysis, Market Research, Management, Strategic Planning, Mergers, Acquisition Integration, Venture Capital, Valuation, Marketing Strategy, Business Planning, Non-profits, Product Marketing, Restructuring, Financial Analysis, Deal Structuring, Business Valuation, Corporate Finance, Investment Banking, Change Management, Market Analysis, Competitive Intelligence, Business Management, Process Engineering, Cross-functional Team..., Turnaround Experience, Profitable Growth, Inventory Management, Supplier Development, Lead Time Reduction, Business Model..., Cost Reduction..., User Experience, Mobile Applications

Education
University of California, Berkeley - Walter A. Haas School of Business   2008 — 2010
MBA, Strategy & Innovation

New York University   2013 — 2013
Mobile App Development and Programming (iOS)

University of California, Los Angeles   1999 — 2004
Double BA Degrees, Design Technology / Media Arts and Economics

Experience
Zelman & Associates  February 2013 - Present
Deutsche Bank Securities  May 2010 - December 2012
Merrill Lynch & Co.   August 2006 - April 2010

Skills
Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Due Diligence, Valuation, Corporate Finance, Equities, Hedge Funds, Mergers & Acquisitions, LBO, Finance, Investments, Business Strategy, Corporate Development, Venture Capital, Portfolio Management, Emerging Markets, Management, Strategy, Asset Management, Financial Structuring

Education
The University of Chicago Booth School of Business   2004 — 2006

Experience
Kuafu Properties LLC   February 2015 - Present
The Greenwich Group International  June 2005 - February 2015
Terra Capital Partners  June 2005 - August 2007
Merrill Lynch & Co.   April 2004 - March 2005
Morgan Stanley & Co.   May 2002 - April 2004
Blackheath Financial  May 2002 - April 2004
Goldman Sachs & Co.   June 2000 - January 2002

Skills
Real Estate Economics, Asset Managment, Private Equity, Valuation, Disposition, Financial Analysis, Investments, Due Diligence, Financial Modeling, Capital Markets, Financial Structuring, Mezzanine, Investment Banking, Hedge Funds, Venture Capital, Loans, CMBS, Asset Management, Real Estate Financing, Structured Finance, Real Estate, Equities, Leases, Alternative Investments, Restructuring, Real Estate Transactions, Mergers & Acquisitions, Investment Management, Portfolio Management, DCF, Investment Properties, Funding, Real Estate Development, Tenant, Finance, Real Estate Private..., Brokerage, Land Acquisition, Investor Relations, Acquisitions, Corporate Real Estate, Property Management, Joint Ventures, Commercial Mortgages, Commercial Real Estate, Underwriting, Location Intelligence, Shopping Centers, Landlords, Dispositions

Education
The George Washington University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General

Great Neck North High School   1992 — 1996

Experience
Self-Employed  May 2015 - Present
Upower, Inc.   October 2013 - February 2015
Purple Teeth Cellars LLC   October 2006 - December 2013
Provenir  April 2012 - December 2012
Tableau Software  July 2011 - March 2012
85 Broads  January 2008 - November 2011
Audienz LLC  September 2010 - July 2011
Microsoft  April 2005 - July 2010
Washington Mutual  April 2003 - April 2005
Merrill Lynch & Co.   January 2001 - February 2003

Skills
Product Management, Program Management, Business Analysis, Enterprise Software, Product Development, Project Management, Project Planning, Business Development, Strategic Planning, Leadership, Management, Integration, Business Process, Entrepreneurship, Consulting, PMO, Six Sigma, Scrum, Vendor Management, E-commerce, Training, Agile Project Management, CRM, SDLC, Software Documentation, Partner Management, Customer Engagement, Salesforce.com, Team Building, JIRA, Change Management

Education
Villanova University   2004 — 2004
Certificate

State University of New York College at Oswego   1989 — 1993
B.S.

Experience
Charles Schwab & Co., Inc.   September 2005 - Present
LPL Financial Services  November 1997 - August 2005
Merrill Lynch & Co.   1989 - 1995
Lanier Worldwide  1988 - 1989

Education
Ohio University
BBA, Business, Economics

University of California, Berkeley Extension
Post Baccalaureate

Experience
Citi  July 2012 - Present
Southern Company Services, Inc.   August 2011 - June 2012
Mirant Corporation  November 1997 - December 2010
Merrill Lynch & Co.   1993 - 1995
Paula LeDuc Fine Catering  1993 - 1995
VNA & Hospice of Northern California   1992 - 1993

Skills
Executive Management, Management, Mergers, Process Improvement, Recruiting, PeopleSoft, Project Management, Solution Selling, Outlook, Strategic Planning, Administrative..., Operations Management, Employee Relations, Team Leadership, Mergers & Acquisitions, Budgets, Training, Leadership, Time Management, Human Resources, Contract Management, Office Management, Leadership Development, Vendor Management, Contract Negotiation, Process Scheduler, Analysis, Software Documentation, Risk Management, Strategy, Program Management, Change Management, Team Building, Visio, Administration

Education
San Francisco State University
B.A

Experience
BNY Mellon  February 2011 - Present
AETEA Information Technology  June 2006 - December 2010
LaBranche & Co.   February 2005 - June 2006
Merrill Lynch & Co.   March 2001 - February 2005
Deutsche Bank  December 1997 - March 2001
Citi Group  April 1997 - December 1997
Brooklyn Union Gas (KeySpan)   June 1991 - April 1997
KeySpan  June 1991 - April 1997
National Grid  June 1991 - April 1997
Citi Group  October 1988 - June 1991

Skills
Sarbanes-Oxley Act, IT Audit, IT Controls, Internal Controls, Access Control, Security, Application Processing, Audit Software, Audit Management, Equities Technology, Trading Systems, Capital Markets, Disaster Recovery, Business Continuity, IBM Mainframe, Distributed Applications, Mainframe Applications, Fixed Income Technology, Pre- &..., CISA, Banking, Internal Audit, Mainframe, Operational Risk..., Process Improvement, Analysis

Education
St. Francis College   1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General

Bishop Ford High School   1972 — 1976

Experience
Bank of America Merrill Lynch  September 2007 - Present
Glencoe Capital LLC   July 2003 - August 2007
FMC Corporation  January 2002 - December 2002
Merrill Lynch & Co  January 2000 - December 2001

Education
Northwestern University - Kellogg School of Management   2005 — 2007
MBA

Columbia University in the City of New York   1996 — 2000
BA, Economics

Experience
Ortelius Ventures   December 2011 - Present
Ortelius Capital Partners   September 2007 - December 2011
Merrill Lynch & Co.   2005 - 2007

Skills
Private Equity, Investment Banking, Valuation, Investments, Financial Analysis, Financial Modeling, Hedge Funds, Equities, Due Diligence, Leveraged Finance, Bloomberg

Education
New York University   2001 — 2005
Bachelor's degree, Accounting and Finance, Magna Cum Laude

Experience
Standard Chartered Bank  August 2014 - Present
Standard Chartered Bank  April 2010 - August 2014
Moody's Corporation  October 2008 - November 2009
Société Générale Corporate and Investment Banking   February 2006 - 2008
Etolian Capital Group LP   November 2003 - February 2006
Columbia Business School  2004 - 2004
Merrill Lynch & Co  July 1998 - November 2002
Chase Manhattan  October 1995 - September 1997

Skills
Derivatives, Brazil, Emerging Markets, Structured Products, Risk Management, Trading, Buy-side, Sell Side, Brazilian Portuguese, Spanish, German, conversational French, Financial Engineering, Capital Markets, FX, Structuring, Latin America, Credit, Fixed Income, Capital Structure, Portuguese, FX Options, Financial Structuring, Valuation, Options, Hedge Funds, Financial Markets, Corporate Finance, Structured Finance, International Capital..., Investments, Credit Analysis, Proprietary Trading, Foreign Exchange, Rates, Financial Institutions, Credit Derivatives, Interest Rates

Education
Columbia University in the City of New York   2003 — 2004
Master's

Escola Politécnica   1993 — 1998
Bachelor's

Experience
ExpertConnect  December 2009 - Present
Sentire Medical Systems, LLC   November 2011 - Present
D2K Equity Partners   January 2008 - Present
The Riverside Company  2006 - 2008
Professional Sports Publications  2004 - 2005
Merrill Lynch Global Private Equity   August 2000 - July 2004
Merrill Lynch & Co.   June 1995 - July 1998

Skills
Private Equity, Mergers & Acquisitions, Valuation, Venture Capital, Due Diligence, Financial Modeling, Strategy, Corporate Development, Competitive Analysis, Mergers, Strategic Planning, Entrepreneurship, Acquisitions, Executive Level..., Executive Financial..., Medical Devices, Portfolio Management, Investment Banking, Investments, Management, Corporate Finance, Financial Analysis, Financial Reporting, Finance

Education
University of California, Los Angeles - The Anderson School of Management   1998 — 2000
MBA

Penn State University   1991 — 1995
BS

Experience
Prolifiq Software  October 2011 - Present
Independent  November 2009 - September 2011
Merrill Lynch & Co.   1995 - 2002
Goldman, Sachs & Co.   1988 - 1995
Arthur Young & Co.   1985 - 1988

Skills
Start-ups

Education
Stanford University
AB

Experience
Incline LLC   2010 - 2013
Platinum Equity  2008 - 2010
Tennenbaum Capital Partners  2003 - 2007
Merrill Lynch & Co.   1999 - 2002

Skills
Private Equity, LBO, Special Situations, Valuation, Leveraged Finance, High Yield, Due Diligence, Mezzanine, Alternative Investments, Hedge Funds

Education
University of Pennsylvania - The Wharton School   1995 — 1999
BS

Experience
MongoDB  2013 - Present
Tower Research Capital  2009 - 2013
FXall  2008 - 2009
Merrill Lynch & Co  2005 - 2008
BlackRock Inc  2003 - 2005
TAZZ Networks  2001 - 2003
Brown University  2000 - 2001
EQuill Corporation   2000 - 2000

Skills
Trading Systems, Agile Methodologies, Low Latency, Distributed Systems, Perl, Market Data, Java, Electronic Trading, Python, C++, Unix, SQL, Linux, Fixed Income, Derivatives, Equities, Solaris, Testing, Software Engineering, Algorithms

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2013 — 2021
Master of Business Administration (MBA)

Brown University   1997 — 2000
Sc B

Experience
Singer Consulting, LLC   November 2007 - October 2011
Merrill Lynch & Co.   August 2004 - March 2007
New York Sports Club  August 2001 - January 2005
Interocity Development Corporation   October 1999 - May 2001

Skills
Weight Training, Fitness, Personal Training, Wellness, Social Media Marketing, Social Media, Strategy, Entertainment, Management, Nutrition, Entrepreneurship, Budgets, Functional Training

Education
University of Maryland - Robert H. Smith School of Business   1995 — 1999
Bachelor of Science, Management Science and Statistics

University of Maryland College Park   1995 — 1999
BS, Decision & Information Sciences

Experience
Schottenfeld Group  September 2008 - Present
Schottenfeld Group LCC-Proprietary Trading   August 2001 - Present
Salomon Smith Barney  August 2000 - October 2002
Salomon Smith Barney  August 2000 - August 2001
Merrill Lynch  June 1996 - September 1998
Merrill Lynch & Co  June 1996 - September 1998
Merrill Lynch  June 1996 - August 1998

Skills
Strategic Financial...

Education
Columbia University - Columbia Business School   1998 — 2000
MBA

Georgetown University   1992 — 1996
BS

Columbia University, Graduate School of Business
MBA

Georgetown University
Bachelor of Science

Experience
Wellington Management Company  2011 - Present
Lenox Park LLC   2010 - March 2011
Assured Guaranty (NYSE: AGO)/Financial Security Assurance   2004 - May 2010
Merrill Lynch & Co.   September 1996 - May 2004

Education
University of Pennsylvania - The Wharton School   1994 — 1996
MBA, Finance

University of Chicago   1988 — 1992
Bachelor of Arts (BA), Economics

Experience
Chessiecap Securities   2014 - Present
Stanford Professionals In Real Estate   2010 - Present
Digital Map Products  2012 - 2013
Raymond James & Associates  July 2010 - 2012
The Marcus & Millichap Company   2005 - 2008
Chadwick Saylor   2002 - 2005
Merrill Lynch & Co.   1993 - 2001
Salomon Brothers Inc  1982 - 1992

Skills
Investments, Management, Private Equity, Valuation, Alternative Investments, Asset Management, Venture Capital, Financial Modeling, Equities, Mergers & Acquisitions, Capital Markets, Corporate Finance, Portfolio Management, Finance, Real Estate, Investment Banking

Education
Stanford University Graduate School of Business   1977 — 1979
MBA, Finance

Stanford University   1973 — 1977
AB and MBA, Economics and Finance

Experience
DTCC  Senior MIS AnalystDTCCAugust 2003 - January 2006
Merrill Lynch & Co.   January 2001 - May 2003

Education
New York Institute of Technology   1986 — 1991

Experience
Merrill Lynch & Co.   Lead Systems Engineer
 

Education
University of Phoenix

Experience
Citigroup, N.A.   2014 - Present
Astoria Federal Savings  October 2011 - May 2014
Societe Generale  2004 - 2008
Merrill Lynch & Co.   June 1998 - December 2001
Citibank, N.A.   January 1993 - June 1998

Skills
Auditing, Compliance, Loans, Risk Management, Internal Audit, Banking, Management, Financial Risk, Enterprise Risk..., Program Management, Risk Assessment, OFAC, Operational Risk..., Commercial Banking, Credit Risk, Finance, Financial Analysis, Financial Services, Investment Banking, Portfolio Management, Retail Banking

Education
Pace University-Pleasantville/Briarcliff Campus   1986 — 1989
BBA, Double: Accounting and Finance

State University of New York at Buffalo
Economics

Experience
Mullin & Associates / Lincolnshire International   2008 - Present
Mullin Associates   November 2007 - Present
Mullin & Associates Outplacement   2007 - Present
KeySpan/National Grid   June 1995 - October 2007
KeySpan  1997 - 2007
Merrill Lynch & Co  June 1981 - September 1993

Education
City University of New York-Brooklyn College   1964 — 1968
BA, Sociology/Psychology

Experience
Principal Financial Group/Princor Securities Corp.   May 2013 - Present
Sagemark   October 2006 - Present
Merrill Lynch & Co.   April 2002 - October 2006
Prudential Financial  2001 - 2004

Education
Temple University - Fox School of Business and Management   1991 — 1993
Finance

University of Maryland College Park   1989 — 1991
Business

Experience
JR BIRSTLER & Associates   April 2002 - Present
Merrill Lynch & Co  1975 - 2001

Skills
Technology Management, Strategic Planning, Quality Management, Project Management, Management Consulting, Outsourcing, Start-ups, Management, Strategy, IT Strategy, Program Management, Change Management, Leadership, Executive Management, Human Resources

Education
Wagner College   1963 — 1968
BA, Sociology

Concordia college   1962 — 1963
Pre-theology

Experience
UBS  January 2012 - Present
UBS Wealth Management  February 2011 - January 2012
PellCo Partners LLC   2005 - August 2011
Merrill Lynch & Co.   1987 - 2006
Bondbook   2000 - 2001
Kidder Peabody  1984 - 1987

Skills
Fixed Income, Equities, Trading Systems, Capital Markets, Electronic Trading, Derivatives, Market Data, Trading, Bloomberg, Investments

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1982 — 1984
MBA, Corporate Finance

University of Florida   1974 — 1979
BSBA

Experience
Quest Integrity Group  2008 - Present
Merrill Lynch & Co.   2005 - 2008
Conway, Del Genio, Gries & Co., LLC   2002 - 2005
Morgan Stanley & Co.   2000 - 2002
Credit Suisse First Boston  1999 - 2000
MSC Software Corporation  1995 - 1997

Skills
Financial Modeling, Due Diligence, Mergers, Financial Analysis, IPO, Business Acquisition, Accounting, Sarbanes Oxley, Financial Reporting, Financial Management, Corporate Finance, Financial Accounting, Financial Control, Financial Markets, Investment Banking, Divestitures, Mergers & Acquisitions, Managerial Finance, Financial Audits, Valuation, Sarbanes-Oxley, Private Equity, Restructuring, M&A experience, Financial Structuring, Private Placements, Corporate Development, Internal Controls, LBO, Asset Management, Capital Markets, Executive Management, Cash Management, Alternative Investments, Acquisition Integration, Strategy, Finance, Equities, Emerging Markets, Investments, Venture Capital, Treasury, Hedge Funds, Acquisitions, Leveraged Finance, Sarbanes-Oxley Act, Business Valuation, Cash Flow, Investor Relations, Portfolio Management

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA, Finance

University of California, Los Angeles   1989 — 1994
B.A., Business Economics

Experience
Generate Capital   November 2014 - Present
i2 Capital Group   October 2012 - December 2014
Emerging Energy International   August 2010 - December 2014
Simon Murray & Company   2000 - 2005
Merrill Lynch & Co.   1999 - 2000
William Kent International (WKI)   1998 - 1999

Skills
Private Equity, Due Diligence, Venture Capital, Hedge Funds, Mergers, Financial Modeling, Valuation, Investments, Alternative Investments, Business Strategy, Corporate Finance, Equity Research

Education
Stanford University Graduate School of Business   2005 — 2006
MsM

University of Pennsylvania   1993 — 1997
BA, Economics, International Relations

Experience
Princeton University  October 2009 - Present
Newsmax Media Inc.  August 2010 - December 2014
Mercer County Community College  September 2009 - June 2010
Dow Jones & Co.   2002 - October 2008
Merrill Lynch & Co.   2001 - 2002
Work.com  2000 - 2001

Skills
Copy Editing, Editing, Editorial, Publications, Magazines, Proofreading, Newspapers, Feature Articles, Journalism, Publishing, Headline Writing, AP Style, News Writing, Storytelling, Web Content, Fact-checking, Online Journalism

Education
Syracuse University
Master's, newspaper journalism

Syracuse University
B.A., English

Experience
Convergent Capital   1998 - Present
Merrill Lynch & Co.   1988 - 1997
Salomon Brothers, Inc.   1984 - 1987

Skills
Financial Analysis, Asset Based Lending, Private Equity, Venture Capital, Business Strategy, Restructuring, Corporate Development, Mergers & Acquisitions, Business Planning, Start-ups, Debt Restructuring, Mergers, Entrepreneurship, Due Diligence

Education
Northwestern University - Kellogg School of Management   1982 — 1984
Master of Management, Finance, Economics

University of St. Thomas   1975 — 1979
BA, Business

Experience
Resources Global professionals  August 2013 - Present
Cushman & Wakefield  July 2010 - August 2013
AIG CONSUMER FINANCE GROUP, INC   March 2006 - 2010
BFK CAPITAL GROUP, INC   December 2005 - March 2006
MERRILL LYNCH & Co  May 2004 - November 2005
MERRILL LYNCH & Co  May 2000 - May 2004
BRISTOL-MYERS SQUIBB COMPANY  June 1999 - May 2000
DELOITTE & TOUCHE LLP  May 1997 - June 1999
DELOITTE & TOUCHE LLP  January 1997 - May 1997
DELOITTE & TOUCHE LLP  October 1995 - January 1997

Skills
Financial Reporting, Internal Controls, Finance, Auditing, Accounting, Managerial Finance, Forecasting, General Ledger, Analysis, Cash Flow, Internal Audit, Budgets, Consolidation, Process Improvement, SEC filings, Banking, Hyperion Enterprise, Management, Investments, Financial Audits

Education
Baruch College, City University of New York (CUNY)   1994 — 1997
BBA, ACCOUNTING

Odessa State Polytechnic University   1986 — 1992
MS, Engineering

Experience
Citi  August 2010 - Present
Citi  July 2005 - August 2010
Merrill Lynch & Co.   February 2000 - July 2005
Salomon Smith Barney  August 1995 - February 2000
CS First Boston  June 1992 - August 1995
CS First Boston  June 1990 - June 1992
The First Boston Company   September 1986 - June 1990

Skills
Mergers & Acquisitions, Management, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Emerging Markets, Financial Analysis, Investments, Financial Structuring

Education
Northwestern University - Kellogg School of Management   1985 — 1986
M.M., Finance

The University of Georgia   1980 — 1983
Bachelor of Business Administration (BBA), Finance, General

Experience
LStar Capital  April 2015 - Present
Solar Capital   January 2007 - September 2014
CIBC World Markets  January 1995 - January 2007
The Argosy Group   1992 - 1994
Merrill Lynch & Co.   1989 - 1992

Skills
Credit, Private Equity, Portfolio Management, Corporate Finance, Fixed Assets

Education
Tufts University   1985 — 1989
BA, Mathematics

Experience
Barclays Capital  July 2010 - June 2014
Barclays  July 2010 - June 2014
Merrill Lynch & Co  June 2006 - May 2009
American Stock Exchange, Anderson Kill & Olick   September 2004 - December 2004

Skills
PowerPoint skills, Access, Excel, Word, Microsoft Office 2007, cliqbook, MS Project, Database Management, Photoshop, Raiser's Edge, PowerPoint, Microsoft Excel, Microsoft Word, Budgets, Management

Education
Baruch College, City University of New York (CUNY)   1998 — 2002
BBA, Business Management

Experience
Graue Mill Partners, LLC   2000 - Present
Vetbrands International, Inc.   2002 - 2007
PaineWebber Group   1996 - 2000
Merrill Lynch & Co.   1979 - 1996

Skills
Mergers, Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Investments, Corporate Finance, Strategic Financial..., Strategy, Venture Capital, Entrepreneurship, Analysis, Business Planning, Investment Strategies, Alternative Investments, Financial Structuring, Valuation, Management, Leadership

Education
Northwestern University - Kellogg School of Management   1974 — 1977
MM, Finance/Marketing

Vanderbilt University   1970 — 1974
BA, Economics/Political Science/Philosophy

Experience
Broadridge Financial Solutions  2013 - Present
Royal Bank of Scotland  2011 - 2013
Royal Bank of Scotland  2008 - 2011
Merrill Lynch & Co.   2006 - 2008
Dresdner Bank AG  1998 - 2006
National Westminster Bank PLC  1997 - 1998
Donaldson, Lufkin & Jenrette Securities Corporation   1995 - 1997
BT Securities Corporation   1992 - 1995
Lehman Brothers  1991 - 1992
Bankers Trust Company  1984 - 1991

Skills
Structured Products, Capital Markets, Emerging Markets, Equities, Investment Banking, Fixed Income, Derivatives, Credit Derivatives, Financial Markets, Trading, Hedge Funds, Liquidity Management, Risk Management, Bloomberg, Financial Risk, Interest Rate...

Education
Rutgers, The State University of New Jersey-New Brunswick   1980 — 1984
BA Bachelor of Arts, Economics Psychology

Experience
fox chase capital partners   February 2000 - Present
gw piper & co   September 1989 - February 2000
merrill lynch & co  May 1982 - August 1989

Education
Carnegie Mellon University - Tepper School of Business   1981 — 1983
mba/msia, finance

Stony Brook University   1977 — 1981
bs, economics

Experience
Cerberus Capital Management  March 2007 - Present
Merrill Lynch & Co.   October 1998 - March 2007
New York State Attorney General's Office  1995 - 1998
New York Stock Exchange  1992 - 1995
New York County District Attorney's Office  1986 - 1992

Skills
Securities, Securities Regulation, FINRA, Due Diligence, Hedge Funds, Broker-Dealer, Investment Advisory, Securities Litigation, SEC, Capital Markets, Series 7, Alternative Investments, Corporate Governance, Mergers, Securities Offerings, Blue Sky, Compliance, Asset Management, Mergers & Acquisitions, Series 24, Fraud, Mutual Funds, M&A experience, Venture Capital, FCPA, Private Placements, Equities, Investment Management, Structured Finance, AML, Joint Ventures, Financial Regulation, Dodd-Frank, Investment Banking, Fund Of Funds, Prime Brokerage, Fixed Income, Financial Services, Investor Relations, Financial Structuring, LBO, Emerging Markets

Education
Bronx High School of Science   1974 — 1978

University of Pennsylvania
BA, Economics

University of Pennsylvania Law School
JD

Experience
Utendahl Capital Partners  May 2009 - October 2009
Merrill Lynch & Co.   July 1971 - August 2007
Merrill Lynch & Co.   1971 - 2007

Skills
Sales, Investments, Series 7, Management, Portfolio Management, Asset Management, Fixed Income, Strategy, Capital Markets, Credit, Securities, Alternative Investments, Equities, Asset Allocation, Hedge Funds, Bonds

Education
University of Missouri-Columbia   1967 — 1971
Bachelor of Journalism, Advertising

Belleville High School West   1965 — 1967

Yamato High School   1963 — 1965

Experience
Merrill Lynch  September 2009 - Present
Munich Reinsurance America, Inc.   March 1998 - September 2009
Merrill Lynch  February 1990 - March 1998
DML Software Inc   February 1989 - February 1990
Mabon Nugent & CO   April 1987 - February 1989
Merrill Lynch & Co  July 1985 - April 1987
PCS  October 1982 - June 1985
TCS  July 1980 - October 1982

Skills
COBOL, DB2, CICS, Oracle, VSAM, PL/SQL, Mainframe, Testing, Visual Basic, Leadership, C++, IMS DB/DC

Education
Indian Institute of Technology, Madras   1978 — 1980
M.Tech, Industrial Management

Bangalore University   1973 — 1978
B.E, Mechanical Engineering

National High School

Experience
Swiss Re  2001 - 2008
Chase Manhattan  1999 - 2001
Merrill Lynch & Co  1986 - 1999

Education
New York University - Leonard N. Stern School of Business   1981 — 1983
MBA, Fianace and International Business

Boston College   1975 — 1979
BS, Finance and Economics

Experience
Sandy Creek Partners, LLC   June 2008 - Present
EarthBalance Corporation   January 2005 - Present
Peace River Holdings, LLC   January 2005 - Present
Merrill Lynch & Co.   October 1985 - January 2002

Skills
Investments, Equities, Investment Banking, Private Equity, Mitigation, Strategic Planning, Management

Education
Northwestern University - Kellogg School of Management   1985 — 1987
Master of Business Administration (MBA) with Highest Honors, Finance

Rhodes College   1978 — 1982
BA Magna Cum Laude, Philosophy, Economics

Experience
Spyglass Investment Management, LLC   May 2015 - Present
UBS  January 2006 - May 2015
Merrill Lynch & Co  January 1994 - December 2005

Skills
Strategic Planning, Portfolio Management, Management, Investments, Asset Management, Financial Modeling, Financial Analysis, Equities, Finance, Wealth Management

Education
University of Puget Sound   1988 — 1992
BA, Economics

University of Pennsylvania
CIMA, Investment Management

College for Financial Planning   1999 — 2000
CFP, Financial Planning

Experience
Private Practice / Sabbatical   2006 - Present
Banc of America Securities / Montgomery Securities   1999 - 2003
Banc of America Securities / Montgomery Securities   1998 - 1999
Libra Capital Partners   1995 - 1998
Jefferies & Company  1993 - 1995
Merrill Lynch & Co.   1991 - 1993

Skills
Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Strategic Planning, Leveraged Finance, Board Presentations, Financial Services, Financial Forecasting, Contract Negotiation, IPO Staging & Execution, Leadership, Team Building, Cross Boarder..., CEO/CFO Thought Partner, Debt & Equity Financing, Capital Structure, Capital Formation, Financial Structuring, Business Strategy, Creative Problem Solving, Communication Technology, Enterprise..., Enterprise Storage, Cloud Computing, Big Data, SaaS, Mobile Technology, Team Leadership, Business Development, Financial Modeling, Financial Analysis, Strategic Partnerships, Joint Ventures, Investments, Private Equity, Venture Capital, Management Consulting, Advisory Boards, Valuation, Restructuring, Mentoring, Entrepreneurship, M&A Assessment, Acquisition Screening, Competitive Analysis, Negotiation, Management

Education
University of California, Berkeley
Bachelor's Degree

Experience
MBS Securities, Inc   August 2002 - Present
Salomon Smith Barney  December 1993 - June 1999
Merrill Lynch & Co  February 1987 - December 1993

Skills
Financial Analysis, Investments, Customer Relations, Account Management, Investment Strategies

Education
Central Michigan University   1977 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General