Updata Partners
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Updata Partners Employees
Cenveo June 2014 - Present
Cenveo January 2012 - May 2014
Cenveo March 2011 - December 2011
Geovesi Services June 2010 - March 2011
Geovesi Services (EarthWater Global) July 2008 - May 2010
Banc of America Securities June 2005 - June 2008
Updata Partners 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Business Strategy, Mergers, Due Diligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Georgetown Preparatory School 1998 — 2002
Bond Street August 2015 - Present
Updata Partners November 2012 - July 2015
Stifel Nicolaus Weisel July 2011 - November 2012
Hardesty Capital Management 2009 - 2010
Skills
Valuation, Financial Analysis, Venture Capital, Business Strategy, Investment Banking, Social Media, Microsoft Office, Microsoft Excel, Financial Modeling, Business Development, Strategy, Portfolio Management, Finance, Bloomberg, SEO, comScore, Sourcing, Sales, Teamwork
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
New York University
Barclays June 2015 - Present
Georgetown University Student Investment Fund December 2013 - December 2014
The Hoya November 2013 - November 2014
Updata Partners September 2013 - May 2014
Georgetown University Student Investment Fund January 2013 - January 2014
Georgetown University Marketing Department May 2013 - December 2013
The Hoya November 2012 - November 2013
WGTB Georgetown Radio November 2011 - November 2013
Georgetown University Student Investment Fund September 2012 - January 2013
Skills
Organizational Structure, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Pro Tools, Public Speaking, Leadership, Idea Generation, Research, Teamwork, Business Strategy, Finance
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Finance, Operation & Information Systems Management, English
Oxford University 2013 — 2013
Boston University 2012 — 2012
Mathematics
Harvard University 2012 — 2012
Economics
Worcester Academy 2004 — 2011
RUN November 2014 - Present
JPMorgan Chase February 2014 - November 2014
JPMorgan Chase July 2013 - February 2014
TargetSpot June 2013 - July 2013
Sustainable Engineering Lab at Columbia University March 2013 - June 2013
Columbia University August 2010 - May 2013
Center on Organizational Innovation at Columbia's Institute for Social and Economic Policy and Rese February 2010 - September 2012
J.P. Morgan June 2012 - August 2012
Success Charter Network September 2011 - December 2011
Updata Partners May 2011 - August 2011
Skills
R, Statistics, Research, Python, Project Management, Perl, Data Analysis, Portrait Photography, Quantitative Research, Sports Photography, Market Research, International Relations, Interpersonal Skill, Editing, Machine Learning, Agile Methodologies, Git, Operations Consulting, Apache Pig, Flask, SQL, Wedding Photography, Hive, Amazon Web Services..., Ruby on Rails, Backbone.js
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Statistics
Columbia University in the City of New York 2009 — 2013
BA, Statistics, Sociology
Phillips Academy Andover 2005 — 2009
Springboard Entertainment September 2014 - Present
Buy Rite Liquors August 2010 - Present
EMM Records July 2012 - September 2014
Updata Partners June 2008 - June 2010
WRAT-FM September 2009 - January 2010
Zumiez March 2008 - June 2009
CLUB ABYSS/DEKO LOUNGE September 2006 - December 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Social Networking, Audio Editing, Microsoft Word, Radio, Sales, Music Industry, Social Media Marketing, Online Advertising, Email Marketing, Online Marketing, Social Media, Radio Broadcasting, Entertainment, Voice Over, Music, Radio Host, Advertising, Digital Media, Facebook
Education
Dubspot 2011 — 2012
Ableton Certificate, Ableton Live
Monmouth University 2005 — 2009
B.A., Communication - Radio & Television
Lorenzo de Medici 2008 — 2008
Study Abroad
Adobe July 2014 - Present
Kellogg School of Management September 2012 - June 2014
Adobe June 2013 - August 2013
Updata Partners November 2009 - June 2012
Montgomery & Co., LLC August 2007 - October 2009
Eastern Maine Healthcare Systems July 2006 - September 2006
Bridgewater Associates March 2006 - June 2006
Skills
SaaS, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Financial Modeling, Cloud Computing, Mergers, Entrepreneurship, Investment Banking, Business Valuation, Persuasive Presentation..., Finance, Pricing Strategy, Strategy
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Innovation & Entrepreneurship; Marketing
HEC Paris 2014 — 2014
Master of Business Administration (M.B.A.)
Dartmouth College 2003 — 2007
AB, Economics
SpinCar™ November 2014 - August 2015
StoreBound June 2012 - October 2014
Videasa January 2009 - June 2012
Hitviews March 2008 - February 2009
Saatchi & Saatchi Wellness July 2007 - February 2008
Rapp Collins Worldwide October 2006 - July 2007
Wunderman, Y&R Brands 2005 - 2007
Edelman 2004 - 2005
Updata Partners 2002 - 2003
Intevo 1998 - 2001
Skills
Online Marketing, Online Advertising, Social Media Marketing, Digital Media, Integrated Marketing, Marketing Communications, Strategic Planning, Email Marketing, Direct Marketing, Marketing Strategy, Brand Management, SEO, Creative Strategy, Interactive Marketing, Marketing Research, Web Analytics, Advertising, Creative Direction, Marketing, Digital Marketing, Web Video, Strategy, Analytics, CRM, Business Strategy, Digital Strategy, Mobile Marketing, Team Leadership, PPC, Customer Insight, Start-ups, Social Media, Competitive Analysis, Management, Relationship Marketing, Brand Development, Leadership, Business Development, Online Branding, Online Video, Operations, Interactive Advertising, Brand Awareness, Direct Mail, Blogging, Retail Packaging, Print Advertising, Public Relations, Digital Photography, Commercial Photography
Education
Rutgers Graduate School of Management 2001 — 2003
MBA, Marketing
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1993
BS, Psychology
Perella Weinberg Partners July 2015 - Present
Innovo Solutions Inc. September 2011 - May 2015
Georgetown University Student Investment Fund September 2011 - May 2014
Updata Partners September 2013 - January 2014
Georgetown University's McDonough School of Business September 2013 - December 2013
Apocalypse 22 LLC June 2012 - August 2012
Katz Capital LP June 2010 - July 2010
Skills
Microsoft Excel, Bloomberg Terminal, Visual Basic, Financial Modeling, Presentations, Public Speaking, PowerPoint, Research, Microsoft Office, Microsoft Word, Computer Hardware, Photoshop, Technology, Social Media
Education
Georgetown University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting and Finance, Alumni
University of Oxford 2013 — 2013
Summer Study Abroad, International Finance & Strategic Management, Junior
Regis High School 2007 — 2011
High School Diploma, Liberal Arts and Sciences/Liberal Studies, Graduated
Deutsche Bank Securities June 2012 - Present
Deutsche Bank Securities February 2010 - June 2012
Deutsche Bank Securities September 2007 - February 2010
Barclays Capital May 2007 - September 2007
Updata Partners May 2006 - March 2007
Skills
Fixed Income, Bloomberg, Capital Markets, Bonds, Trading, Derivatives, Series 7, Electronic Trading, Prime Brokerage, High Yield, Venture Capital, Equities, Hedge Funds, Securities, Trading Systems, Credit Derivatives, Structured Products, Financial Modeling, Options
Education
Loyola University Maryland 2003 — 2007
BA, Finance
Seton Hall Preparatory School 1999 — 2003
High School
Amphora Catering January 2002 - Present
Updata Partners 2002 - 2004
UBS 2000 - 2002
Skills
Event Management, Event Planning, Catering, Food, Food, Banquets, Corporate Events, Private Events, Wedding Planning, Venue Management, Coordinating Events, Marketing Communications, Parties, Event Producing, Award Ceremonies, Hospitality, Venue Relations, Live Events, Meeting Planning, Restaurants, Fundraisers, Charity, Relationship Marketing, Events Organisation, Hospitality Industry, Galas, Celebrations, Special Event, Dinners, Sponsorship, Events Coordination, Fundraising, Weddings, Customer Service, Marketing, Social Networking
Education
McIntire School of Commerce
University of Virginia
Finance, Marketing, School of Commerce
Lockheed Martin Aeronautics May 2014 - Present
Sabre Holdings October 2012 - February 2014
DRT Strategies September 2009 - June 2012
Arlington(Virginia) Youth Football Club January 2009 - April 2012
Updata Partners June 2008 - August 2008
Corporate Executive Board August 2005 - July 2007
Littlejohn Engineering Associates (formerly E. Roberts Alley & Associates) September 2002 - July 2005
Publicis Dialog January 2001 - May 2001
R.J. O'Brien June 2000 - August 2000
Skills
Project Management, Strategy, Business Process, Analysis, Business Process..., Management Consulting, Strategic Planning, Business Analysis, Requirements Analysis, Risk Management, Business Requirements, Leadership, Management, User Acceptance Testing, Business Intelligence, Business Development, Strategic Consulting, Requirements Management, Competitive Analysis, Business Strategy, Project Planning, PMO, Developing Client..., PMP, Team Leadership, SDLC, Training, SharePoint, Agile & Waterfall..., Agile Project Management, Scrum, Communication, Project Estimation, Software Project..., Risk, IT Strategy, Change Management, Process Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Business Administration
University of California, Berkeley 1998 — 2002
B.S., Environmental Economics & Policy
Hellman & Friedman July 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Updata Partners June 2011 - August 2011
Skills
Java, PHP, Obj. C, Python, JavaScript, MATLAB, VBA, SolidWorks, Photoshop, Microsoft Excel
Education
Duke University 2009 — 2013
BSE Biomedical Engineering, BS Economics
Updata Partners September 2015 - Present
Tudor, Pickering, Holt & Co. August 2015 - August 2015
Compass Point Research & Trading, LLC June 2015 - August 2015
Greenberg Advisors, LLC February 2015 - June 2015
The Kogod School of Business at American University January 2015 - May 2015
Skills
Customer Service, Social Media, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Community Outreach, Strategic Planning, Strategy, Asset Management, Nonprofits
Education
American University 2013 — 2017
Bachelor of Science (BS) in Business Administration, Finance and Accounting
Naperville North High School 2009 — 2013
Answers March 2015 - Present
Updata Partners January 2013 - February 2015
UBS Investment Bank May 2011 - December 2012
Oppenheimer & Co. July 2010 - May 2011
Skills
LBO, Telecommunications, Financial Modeling, Investment Banking, Valuation, Software, Venture Capital, Corporate Development, Capital Markets, Investments, Bloomberg, Private Equity
Education
Cornell University 2006 — 2010
B.S., Operations Research and Engineering
Granite Equity Partners 2013 - Present
McKinsey & Company 2011 - 2012
The Carlyle Group 2010 - 2011
Updata Partners 2009 - 2010
InboxDollars 2007 - 2009
Morgan Stanley 2005 - 2006
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Georgetown University 2003 — 2006
Bachelor of Science in Business Administration (BSBA), Finance
VMTurbo 2014 - Present
Pitney Bowes 2013 - 2014
Pitney Bowes 2011 - 2013
MarketBridge 2004 - 2010
Updata Partners 2003 - 2003
Accenture 1998 - 2002
Skills
Business Strategy, Product Management, Go-to-market Strategy, Strategic Partnerships, Strategy, SaaS, Product Marketing, Analytics, Enterprise Software, Management, Management Consulting, Competitive Analysis, Strategic Planning, Start-ups, Cross-functional Team..., P&L Management, Corporate Development, Multi-channel Marketing, Segmentation, Financial Modeling, VMTurbo
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance and Marketing
Washington and Lee University 1994 — 1998
BS, Chemical Engineering
Allied Dental Practices of NJ LLC October 2012 - Present
Updata Partners June 2007 - October 2012
Updata Advisors 1996 - 2007
The Gregg Division of The McGraw Hill Book Company March 1977 - March 1987
Skills
Notary Public, Salesforce.com, Microsoft Office, Shorthand, Event Planning, Travel Arrangements, PowerPoint, Microsoft Word, Administrative..., Microsoft Excel, Office Management, Team Building, Calendaring, Administrative..., Outlook, Customer Service, Entrepreneurship
Education
Brookdale Community College
Business Administration and Management, General
The Wood School, New York City
Secretarial Sciences
Evolent Health December 2014 - Present
Independent October 2014 - December 2014
Ontuitive May 2011 - October 2014
Logi Analytics July 2009 - May 2011
Overture Technologies September 2008 - June 2009
Capital Trust Ventures June 2008 - June 2009
Updata Partners May 2007 - August 2007
The Advisory Board Company February 2004 - May 2006
Intel Corporation June 2001 - February 2004
Skills
SaaS, Financial Modeling, Go-to-market Strategy, Strategy, Product Management, Product Marketing, Marketing, Start-ups, Market Analysis, Marketing Strategy, Mergers & Acquisitions, Analytics, Venture Capital, Strategic Partnerships, Salesforce.com
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Master's degree, Business Administration, Operations, and Marketing
Penn State University 1997 — 2001
Bachelor of Science (BS), Computer Science
UClass May 2015 - Present
MIT Sloan School of Management August 2014 - Present
Bain & Company November 2010 - July 2014
Updata Partners May 2009 - August 2009
GE Infrastructure May 2008 - August 2008
Skills
Competitive Analysis, Mergers & Acquisitions, Strategic Planning, Analysis, Management Consulting, Strategic Consulting, Growth Strategies, Business Strategy, Due Diligence, Private Equity, Mergers, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship and Innovation
Duke University 2006 — 2010
Bachelor of Science, Electrical and Computer Engineering
Russell Reynolds Associates April 2013 - Present
VeriFone August 2012 - Present
Riverbed Technology March 2008 - August 2012
Updata Partners March 2007 - February 2008
Vision Sports & Entertainment Partners June 2001 - July 2004
Audacious Networks August 2000 - June 2001
myteam.com May 2000 - June 2001
Skills
SaaS, Product Marketing, Virtualization, Cloud Computing, Start-ups, Strategy, Enterprise Software, Competitive Analysis, Disaster Recovery, Venture Capital, Product Management, Business Strategy, Go-to-market Strategy, PaaS, Salesforce.com, Business Development, IaaS, Networking, International Market..., WAN Optimisation, Analytics, Leadership
Education
University of Cambridge 2004 — 2006
MA
University of California, Berkeley 1998 — 2002
BA
Buckingham Browne & Nichols 1994 — 1998
High School
Goldman Sachs January 2015 - Present
BMO Capital Markets July 2012 - December 2014
BMO Capital Markets June 2011 - August 2011
Sequential Capital Partners June 2010 - August 2010
Updata Partners October 2009 - December 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2008 — 2010
Bachelor of Science, Finance and Mathematics
Cogo Labs July 2014 - Present
Cogo Labs November 2013 - June 2014
Cogo Labs July 2012 - October 2013
Professor Bruce Sacerdote, Dartmouth College Department of Economics January 2011 - February 2012
Updata Partners June 2011 - September 2011
Camp Laurel South 2009 - 2009
Skills
Financial Modeling, MySQL, Online Poker, Data Mining
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Tandem Friends School 2004 — 2008
High School
Updata Partners August 2015 - Present
General Catalyst Partners August 2013 - August 2015
AGC Partners November 2011 - June 2013
Tilden Park Capital Management July 2010 - September 2010
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts, Economics
Milton Academy 2003 — 2007
Apollo Global Management LLC August 2015 - Present
Morgan Stanley June 2013 - July 2015
Morgan Stanley June 2012 - August 2012
Updata Partners May 2011 - August 2011
Skills
Investment Banking, Corporate Finance, Financial Modeling, Bloomberg, Economics, Finance, Valuation, Private Equity, Investments, Strategy, Mergers & Acquisitions, Strategic Planning, LBO, Financial Analysis, Due Diligence, Microsoft Excel, PowerPoint, Venture Capital, Microsoft Office, Research
Education
Princeton University 2009 — 2013
A.B., American History (United States)
Phillips Exeter Academy 2005 — 2009
Conversant Labs August 2015 - Present
Plus Consulting July 2014 - Present
Microsoft July 2013 - July 2014
Updata Partners June 2012 - August 2012
J.P. Morgan July 2007 - June 2011
Apple May 2006 - May 2007
Education
University of Virginia Darden School of Business 2011 — 2013
MBA
Colgate University 2003 — 2007
BA
Updata Partners October 2013 - Present
SBE Entertainment May 2013 - August 2013
Brandy Melville June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Facebook, Pinterest, Organization, Google Plus, Collaboration, Communication, Always Punctual, InDesign, Instagram, Twitter, Facebook Marketing, Zoho, Capital IQ, Crunch Base
Education
Georgetown University 2012 — 2015
Bachelor’s Degree, Economics Major with Minors in Government and Business Administration, GPA 3.83
Georgetown University 2012 — 2015
Bachelor of Arts (B.A.), Economics
Prudential Capital Group July 2014 - Present
Updata Partners June 2013 - August 2013
HSBC July 2010 - June 2012
HSBC June 2007 - June 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Leveraged Finance, Credit Analysis, Buyouts, Acquisition Financing, Financial Analysis, Venture Capital, Growth Equity, Private Equity, Capital Markets, High Yield Bonds, Bridge Financing, Capital Structure, Fixed Income, Leveraged Loans, Due Diligence, Emerging Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business Administration
Updata Partners September 2014 - Present
Updata Partners June 2012 - September 2014
Signal Hill Capital April 2010 - June 2012
FBR Capital Markets June 2008 - June 2009
Skills
Financial Modeling, Investment Banking, Economics, Mergers, Excel, Mergers & Acquisitions, Microsoft Excel, Investments, Finance, Portfolio Management, Analytics
Education
American University 2004 — 2008
BSBA, Finance, Accounting, Economics
American University - Kogod School of Business 2004 — 2008
BSBA, Finance, Accounting & Economics
Solomon Schechter Day School
Goldman Sachs June 2015 - Present
Georgetown University Student Investment Fund January 2015 - Present
Updata Partners October 2014 - April 2015
Georgetown University Student Investment Fund May 2014 - December 2014
UBS July 2014 - August 2014
Georgetown University Student Investment Fund January 2014 - April 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Main Management, LLC May 2013 - June 2013
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Modeling, Financial Accounting, PowerPoint, Microsoft Word, Corporate Finance, Financial Reporting, Teamwork, Valuation, Finance, Investments, Bloomberg, Leadership
Education
Georgetown University 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Accounting and Finance, Junior
Bellarmine College Preparatory 2008 — 2012
High School Diploma
BTS August 2015 - Present
BTS August 2014 - July 2015
Duff & Phelps July 2012 - 2014
Bank of America June 2011 - August 2011
Updata Partners February 2011 - May 2011
Rutgers Business School August 2010 - May 2011
Skills
Business Valuation, Microsoft Office, Pivot Tables, Salesforce.com, Capital IQ, Management Consulting, Business Analytics, Litigation Consulting, Bloomberg, Strategic Consulting, Financial Analysis, Private Equity, Entrepreneurship, Due Diligence, Portfolio Management, Finance, Financial Modeling, Microsoft Excel, Valuation, Public Speaking, Litigation, Financial Reporting, Databases, Market Research, Business Strategy
Education
Rutgers Business School 2008 — 2012
Bachelor of Science, Finance
Delhi University 2009 — 2009
St. Stephen's College, Rutgers Study Abroad, Economics (Hons.)
John P. Stevens High School 2004 — 2008
Updata Partners October 2012 - Present
Adams Street Partners July 2007 - July 2012
Benchmark Capital August 2004 - June 2007
Skills
Fund Accounting, Private Equity, Venture Capital, Corporate Finance, Project Management, Financial Reporting, Accounting, Microsoft Excel, Payroll, Budgets, Cash Flow, Financial Accounting, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Master of Science in Accountancy, Accounting
University of Missouri-Columbia 2000 — 2003
B.A., Linguistics
University of Missouri-Columbia 2000 — 2003
B.A., French
MuleSoft Inc April 2014 - Present
Williams-Sonoma, Inc. November 2013 - April 2014
Credit Suisse June 2013 - October 2013
Updata Partners February 2013 - May 2013
RTI International September 2012 - December 2012
CARANA Corporation April 2012 - October 2012
The George Washington University May 2011 - May 2012
Skills
International Trade, International Economics, International..., Economic Development, Economics, Business Development, Proposal Support, Market Research, Human Resources
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), International Affairs, Economics
Deutsche Bank Securities July 2011 - Present
Deutsche Bank Securities July 2011 - September 2011
Deutsche Bank Securities July 2011 - August 2011
Deutsche Bank Securities June 2010 - August 2010
Updata Partners January 2010 - May 2010
Novartis June 2009 - August 2009
Education
Seton Hall University 2007 — 2011
Bachelors, Finance, Asian Studies
Diebold August 2012 - Present
Apprenda November 2009 - August 2012
Hedge Fund 2010 - 2012
Primary Venture Partners January 2005 - November 2009
Updata Partners September 2004 - November 2004
Prospina Systems September 2003 - September 2004
Directions Group May 2001 - September 2003
Skills
Business Strategy, Venture Capital, PaaS, Competitive Analysis, Market Analysis, Business Intelligence, Entrepreneurship, Deal Sourcing, SaaS, Start-ups, Enterprise Software, Strategic Partnerships, Alliances, New Business Development, IaaS, Infrastructure as a..., Platform as a Service, Cloud Computing, Rock Climbing, Business Alliances, Platforms, Product Management, Business Development, Strategy, Infrastructure, Analytics, Executive Management, Go-to-market Strategy, Mergers & Acquisitions, Product Marketing, CRM, Selling, Management
Education
Clarkson University 1997 — 2001
BS, Management, Information Systems
McKinsey & Company August 2015 - Present
Cogo Labs June 2014 - August 2014
Communications Media Advisors, LLC January 2014 - January 2014
Northeastern Economic Developers Association June 2013 - August 2013
Lifetopia Corp. January 2013 - February 2013
Updata Partners September 2010 - June 2011
Bergen County Academies July 2009 - August 2009
Skills
Business Development, Social Media, Public Speaking
Education
MIT 2011 — 2015
Bachelor of Science (BS), Economics/Management Double Major, 4.7
Kaseya 2015 - Present
Yodle 2013 - 2015
Yodle 2012 - 2013
Deloitte Consulting September 2006 - October 2012
CA Inc (Formerly Computer Associates Inc) March 2006 - September 2006
CA Inc (Formerly Computer Associates Inc) April 2005 - March 2006
Dell Inc. April 2004 - April 2005
Updata Partners 2002 - 2004
Dell Inc. December 1999 - August 2002
Microsoft January 1998 - June 1998
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Pennsylvania State University 1995 — 1999
BS, Finance
Scopely February 2011 - Present
UberMedia February 2015 - Present
ClearMob April 2012 - Present
Hooked Media Group July 2009 - January 2011
EnticeLabs May 2010 - October 2010
Aggregate Knowledge February 2008 - July 2009
IBM September 2006 - February 2008
Updata Partners January 2005 - December 2005
Gunderson Dettmer May 2004 - August 2005
Trilogy Software May 1999 - January 2001
Skills
Product Management, Business Strategy, Account Management, Online Advertising, Mobile Advertising, Advertising, Entrepreneurship, Video Advertising, Finance, Monetization, Analytics, Strategic Partnerships, Management, Social Media Marketing, Social Networking, Mobile Devices, Business Development, Product Development, Social Media, Leadership, Start-ups, Fundraising, Governance, Corporate Finance, Venture Capital, Mobile Applications
Education
New York University 2002 — 2006
JD & MBA
Duke University 1995 — 1999
BSE & BS
Various Fortune 500 Companies and Startups August 2011 - Present
McKinsey & Company September 2007 - August 2011
Updata Partners January 2006 - September 2006
Tallan Consulting July 2003 - June 2005
Scient May 1999 - July 2002
Simplified Development Corp. January 1999 - May 1999
Trilogy Software June 1998 - December 1998
Skills
Management Consulting, Business Strategy, Strategy, Competitive Analysis, Strategic Planning, Venture Capital, Financial Modeling, Entrepreneurship, Analytics, Due Diligence, Private Equity, Strategic Partnerships, Data Analysis, Innovation Consulting, Poker
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Entrepreneurship
University of Pennsylvania 1994 — 1998
Bachelors, Chemistry
9Lenses October 2013 - Present
MediaSolv Solutions Corporation October 2009 - October 2013
Everest Software Inc. June 2008 - November 2009
Updata Partners February 2007 - October 2007
Accenture May 2001 - June 2006
Skills
Venture Capital, Marketing Strategy, Partnerships, Business Modeling, Market Analysis, Leadership, Value Propositions, Modeling, Start-ups, Product Management, SaaS, Entrepreneurship, Business Strategy, Business Development, Strategic Planning, E-commerce, Enterprise Software, Financial Modeling, Strategy, Analytics, Management, Mobile Devices, Competitive Analysis, Management Consulting, Mergers & Acquisitions, Marketing, Sales Process
Education
James Madison University
Bachelor’s Degree, Integrated Science & Technology / Computer Science
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (M.B.A.), Finance, Growing Early Stage Companies
Houlihan Lokey May 2013 - August 2013
Updata Partners August 2009 - September 2011
SigmaPoints, Inc. March 2008 - June 2009
Kayne Anderson Capital Advisors, L.P. July 2006 - February 2008
Easy Travel International February 1997 - August 2002
Skills
Fixed Income, Strategic Consulting, Venture Capital, Business Case, Bloomberg Terminal, Start-up Consulting, Early Stage Companies, Corporate Development, Financial Analysis, Private Equity, Strategy, Investments, Entrepreneurship, Valuation, Mergers, Investment Banking, Financial Modeling, LBO, Corporate Finance, Due Diligence, Bloomberg, Capital Markets, Growth Capital, Finance, Equity Valuation, Analysis, Business Valuation, Cleantech, Private Placements, M, Deal Sourcing, DCF, IPO, Deal Execution, Competitive Analysis, Financial Structuring, Capital IQ, Securities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
B.S. in Finance and Management, Magna Cum Laude
University of Pennsylvania - The Wharton School 2005 — 2005
Semester "Abroad", Finance, Managment
St. Lukes School 1999 — 2002
High School/Secondary Diplomas and Certificates
J. McGovern & Associates July 2014 - Present
Merrill Lynch July 2010 - June 2014
Updata Partners May 2009 - August 2009
Ground Swell Equity Partners October 2005 - May 2007
Silver Lake Partners 2004 - 2005
TD Securities 2001 - 2004
Education
Georgetown University 2008 — 2010
MBA, General Management
Penn State University 1998 — 2001
B.S., Economics
United States Naval Academy 1996 — 1998
Majored, Mechanical Engineering
Trinity High School
Updata Partners July 2011 - Present
Barclays Capital April 2010 - July 2011
America's Growth Capital 2008 - March 2010
Skills
Growth Equity, Private Equity, Venture Capital, Private Placements, Due Diligence, Financial Modeling, Valuation, Investment Banking, M&A Execution, M&A execution, Growth Capital, Investments, Mergers & Acquisitions, LBO
Education
Colby College 2004 — 2008
BA, Mathematical Sciences and Economics with a Concentration in Financial Markets
Atalaya Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Updata Partners May 2010 - August 2010
Campus Destinations January 2008 - May 2010
Skills
Financial Modeling, Investment Banking, Valuation, LBO, Private Equity, Venture Capital, Investments, Due Diligence, Mergers, Corporate Finance, Financial Analysis, DCF, High Yield, Capital Markets, Bloomberg, Mergers & Acquisitions, Capital IQ
Education
Duke University 2007 — 2011
BS, Economics, Markets & Management Studies, Sociology
Staples High School 2003 — 2007
Wilson Sonsini Goodrich & Rosati September 2015 - Present
Wilson Sonsini Goodrich & Rosati August 2014 - September 2015
Wilson Sonsini Goodrich & Rosati June 2014 - August 2014
US Securities and Exchange Commission May 2013 - August 2013
Proskauer Rose LLP April 2011 - June 2012
Bridgewater Associates August 2010 - April 2011
Updata Partners June 2010 - August 2010
First Choice Marketing 2006 - 2009
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Finance, Capital Markets, Corporate Finance, Corporate Governance, Corporate Law, Due Diligence, Entrepreneurial Finance, Federal Government..., IPO, Legal Research, Legal Writing, Securities, Securities Regulation, Start-up Consulting, Start-ups
Education
The George Washington University Law School 2012 — 2015
Juris Doctor (J.D.)
Vanderbilt University 2006 — 2010
B.A., History, Corporate Strategy
London School of Economics and Political Science 2008 — 2008
Financial Accounting, Marketing
The Pingry School 2002 — 2006
Covisint Corporation November 2012 - Present
Updata Partners 1997 - Present
Dendrite International, Inc. 1998 - 2008
Compuware 1994 - 2003
CGA Computer 1968 - 1986
Skills
Start-ups, Strategic Partnerships, SaaS, Mergers & Acquisitions, Venture Capital, Strategic Planning, Business Development, Business Strategy, Entrepreneurship, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1962 — 1966
Bachelor's degree, business
the peddie school 1959 — 1962
Bachelor of Arts (B.A.), Business Administration and Management, General
H.I.G. Capital July 2015 - Present
Jefferies & Company July 2012 - 2015
Updata Partners September 2010 - February 2011
IBM March 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor’s Degree, Finance and Economics
East China Normal University 2010 — 2010
Study Abroad Program
Stonington High School
Bridge Energy Group September 2011 - Present
Total Defense Inc. June 2011 - Present
Harmony Information Systems, Inc. February 2011 - Present
RES Software June 2009 - Present
M86 Security November 2008 - Present
Updata Partners April 2008 - Present
Symantec 2005 - 2008
United States Senate 2003 - 2004
Credit Suisse 2000 - 2003
Education
Harvard Business School 1990 — 1992
MBA
University of Virginia 1984 — 1988
BA
Food Circus Super Markets Inc. 2008 - Present
Updata Partners February 2001 - October 2007
Press Communications, LLC October 1997 - September 2000
Skills
QuickBooks, Databases, Microsoft Excel, Microsoft Word
Education
Brookdale Community College 1985 — 1991
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Deutsche Bank July 2014 - Present
Knife Capital January 2014 - March 2014
Deutsche Bank June 2013 - August 2013
Updata Partners September 2012 - May 2013
The Hoya April 2012 - May 2013
Volksbank Trier June 2011 - July 2011
Education
Georgetown University - The McDonough School of Business 2010 — 2013
BSBA, Accounting and Finance, Summa Cum Laude
University of Oxford 2012 — 2012
International Finance/Strategic Managmeent
Universität Trier 2011 — 2011
German
Citadel LLC June 2014 - Present
Snow Day Calculator 2007 - Present
Operations Research Center - MIT November 2012 - June 2013
Updata Partners May 2012 - June 2012
Princeton Plasma Physics Lab June 2011 - August 2011
Skills
Python, Java, PHP, JavaScript, Microsoft Office, Research, Social Media
Education
Massachusetts Institute of Technology 2012 — 2016
The Pingry School 2008 — 2012