Berkery, Noyes & Co., LLC
Industry: Private investment banking company
DescriptionBerkery, Noyes & Co., LLC is a private middle-market investment bank based in New York City, United States, specializing in mergers and acquisitions advisory and financial consulting services. Headquarters: United States of America Founder: Joseph W. Berkery Founded: 1983 Subsidiaries: Berkery Noyes Securities, LLC, Berkery, Noyes & Co., LLC, Research Division Type of business: Privately held company
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Berkery, Noyes & Co., LLC Employees
Datto, Inc. January 2015 - Present
Datto, Inc. June 2014 - Present
CafeComply January 2013 - June 2014
Berkery, Noyes & Co., LLC May 2011 - January 2013
KPMG September 2008 - May 2011
Skills
Cloud Computing, Valuation, Start-ups, Business Development, Solution Selling, Managed Services, Private Equity, Sales, Disaster Recovery, Marketing Strategy, Account Management, Direct Sales, Business Continuity..., Channel Partners, Consultative Sales..., Information Technology..., Business Continuity, Data Center..., Channel Sales, Data Center, Storage, SAN, VARs, Sales Channel..., Channel Partner..., Backup Solutions, Lead Generation
Education
University of Vermont 2004 — 2008
Bachelor, Business Administration - Accounting
University of California, Santa Barbara 2009 — 2009
Summer Accounting Program
Bank of America March 2013 - Present
UBS Investment Bank May 2012 - January 2013
FDM Group January 2012 - May 2012
Berkery, Noyes & Co., LLC June 2010 - December 2011
Merrill Lynch June 2010 - August 2010
Office of NYC Comptroller February 2010 - May 2010
1199 SEIU 2008 - 2009
Uniqlo September 2006 - February 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
JPMorgan Chase May 2013 - Present
JPMorgan Chase January 2013 - April 2013
Berkery, Noyes & Co., LLC January 2012 - December 2012
Skills
Bloomberg Terminal, Fixed Income
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics
Chaminade High School 2006 — 2010
Berkery, Noyes & Co., LLC December 2013 - Present
Berkery, Noyes & Co., LLC March 2011 - December 2013
Deloitte & Touche September 2009 - March 2011
Deloitte & Touche June 2008 - August 2008
Palladium Group, Inc May 2007 - August 2007
Skills
Financial Modeling, Capital IQ, Financial Analysis, Valuation, Corporate Finance, Due Diligence, DCF, Mergers, Investment Banking, Accounting, Financial Reporting, LBO, Private Equity, Analysis, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 2005 — 2009
BBA, Finance, Economics
EY September 2015 - Present
Berkery, Noyes & Co., LLC May 2014 - December 2014
Merrill Lynch February 2014 - April 2014
LCD Mortgage Co. July 2011 - December 2013
Hennion & Walsh May 2013 - August 2013
The Concourse Fund October 2012 - 2013
Seton Hall Preparatory School September 2008 - June 2011
Seton Hall Preparatory School September 2010 - May 2011
St. James of the Marches 2007 - 2011
St. James of the Marches 2006 - 2011
Skills
Team Leadership, Cooperative, Musician, Flexible to Change, People Skills, Project Management, Fitness, Management, Leadership, Banking, Fundraising, Teaching, PowerPoint, Microsoft Word, CRM, Social Networking, Bloomberg Terminal, Accounting, Research, Microsoft Excel, Social Media, Public Speaking
Education
Fordham University - Gabelli School of Business 2011 — 2015
Bachelor's Degree, Finance
Fordham University 2011 — 2015
Seton Hall Preparatory School2007 2007 — 2011
EY June 2015 - Present
Berkery, Noyes & Co., LLC June 2013 - June 2014
DeSilva & Phillips September 2012 - June 2013
BCA Research March 2012 - September 2012
Andover Education October 2011 - April 2012
Christ School October 2008 - June 2011
Fairfield Country Day School September 2007 - October 2008
Yahoo! UK January 2006 - March 2006
Skills
Market Research, Research, PowerPoint, Analysis, New Business Development, English, Problem Solving, Word, Writing, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Business Development, Finance, Microsoft Office, Valuation, Microsoft Excel, Marketing Strategy, Microsoft Word, Leadership, Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2004 — 2007
B.A, English; Anthropology
The Switch September 2011 - Present
Berkery, Noyes & Co., LLC October 2010 - May 2011
Merrill Lynch May 2010 - August 2010
Skills
Microsoft Office, Financial Analysis, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, Research, Broadcast, Access
Education
Fordham University 2007 — 2011
BA, Economics
Woodstock Academy 2003 — 2007
Webtools, LLC May 2014 - Present
Berkery, Noyes & Co., LLC March 2014 - June 2014
Parea Bistro June 2012 - March 2013
Office of Congressman Paul D. Tonko January 2012 - May 2012
Queen Jane Day Spa January 2010 - January 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Social Media, Event Planning, Public Speaking, Hospitality, Restaurant Management, Inventory Management, Food & Beverage, Time Management, Sales
Education
University at Albany 2008 — 2012
Bachelor of Arts (B.A.), Journalism
J.P. Morgan June 2015 - Present
Global China Connections September 2012 - Present
Berkery, Noyes & Co., LLC September 2014 - December 2014
Merrill Lynch June 2014 - September 2014
Light Beam Capital March 2014 - June 2014
Suzhou International Development Venture Capital Holding Co., Ltd June 2013 - August 2013
Genius Education Co,. Ltd September 2012 - June 2013
Guo Fa SME Investment Guarantee Co,. Ltd December 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Python, Presentations, DCF, Porter Five Forces..., Start-ups, Investments, Research
Education
NYU Stern School of Business 2012 — 2016
BS, Finance, General, 3.90 GPA with coursework in Financial Market, Accounting, & Corporate Finance
University of Pennsylvania 2012 — 2012
Summer Program, Economics, A in Microeconomics; A - in Game Theory
Dulwich College Suzhou 2009 — 2012
International A-Level Cirriculum
BTG Pactual June 2015 - Present
Berkery, Noyes & Co., LLC January 2015 - February 2015
Morgan Stanley June 2014 - September 2014
Fordham University January 2013 - June 2014
BBC Worldwide May 2013 - December 2013
SBD Kitchens, LLC January 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Client Relations, Valuation, Management, Digital Media, Advertising Sales, Team Leadership, Team Management, Media Buying, Microsoft Excel, New Media, Finance
Education
Fordham University 2012 — 2016
Bachelor's Degree, Business Administration, Concentration in Finance and Alternative Investments, 3.8
The American University of Rome 2011 — 2012
Bachelor's Degree, Philosophy, Freshman Year of College
Harvard University 2010 — 2010
Additional Coursework
University of California, Berkeley 2010 — 2010
Additional Coursework
National Outdoor Leadership School 2009 — 2009
NCHS
Oppenheimer & Co. Inc. January 2015 - Present
Deloitte January 2012 - December 2014
Berkery, Noyes & Co., LLC August 2011 - January 2012
Skills
Financial Modeling, Valuation, Bloomberg Terminal, Capital IQ, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2007 — 2011
BS, Accounting
ADP July 2013 - Present
Sterling Jewelers December 2012 - Present
ADP November 2012 - July 2013
Operation Wallacea February 2010 - November 2011
Operation Wallacea 2010 - 2011
Warner Music Group June 2009 - September 2009
Lehigh University August 2008 - May 2009
Berkery, Noyes & Co., LLC May 2008 - August 2008
Skills
Bloomberg, Capital IQ, Hoovers, Soundscan, Digidesign Pro Tools, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft SQL Server, Salesforce.com, CRM, Data Analysis, Research, Marketing, Social Media Marketing, Analysis, Cold Calling, Lead Generation, Outlook, Tax Advisory, Prospecting Skills, Sales, Business Intelligence, Pro Tools, Training, Management
Education
Lehigh University 2005 — 2009
Bachelor of Science (B.S.), Finance, Music Industry Minor
Mixology Wine Institute 2012 — 2012
Mixology Certification, Professional Bartending
Cox Media Group April 2015 - Present
Berkery, Noyes & Co., LLC October 2012 - September 2013
Workshop Industry, Inc. July 2010 - June 2012
Cox Reps June 2008 - July 2010
WOR Radio March 2003 - October 2008
Toys R Us July 2001 - August 2002
Bowne & Co., Inc. October 1999 - July 2000
Skills
Research, Video, Microsoft Word, Microsoft Excel, Final Cut Pro, Broadcast, Social Media, Radio Broadcasting, Sound Editing, ENCO, Sound, Live Recording, Field Recording, Digital Recording, Analog Recording, Broadcast Journalism, Search Engines, Adobe Audition, Marketing, Trend, PowerPoint, Outlook, Medialine, Arianna, Nielsen Data, SNAP, Inventory Management, Storytelling, Microsoft Office, Editing, Customer Service, Radio
Education
Queens College 2005 — 2008
Bachelor of Arts, Media Studies
Hunter College 2000 — 2005
Communication and Media Studies
MediaCom 2014 - Present
MediaCom February 2013 - July 2014
CBS Corporation (Outdoor) August 2012 - December 2012
Berkery, Noyes & Co., LLC August 2009 - August 2012
Learn Program & Tech Prep Program July 2007 - June 2008
Skills
Social Media, Microsoft Excel, Email Marketing, Advertising, PowerPoint, Social Media Marketing, Business Development, Online Advertising, Marketing Research, CRM, Microsoft Office, Capital IQ, Facebook, Market Research, Google Adwords..., Marin Software, Redbooks, MSN AdCenter, Adgooroo, PPC Bid Management, PPC, Lead Generation
Education
City University of New York-Brooklyn College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
City University of New York-Baruch College 2009 — 2011
Digital Marketing
University of Florence 2010 — 2010
Fashion Marketing
Goldman Sachs July 2012 - July 2014
Student Managed Investment Fund September 2011 - May 2012
Goldman Sachs June 2011 - August 2011
Berkery, Noyes & Co., LLC August 2010 - December 2010
UBS Wealth Management January 2010 - August 2010
Skills
Bloomberg Terminal, Capital IQ, Financial Analysis, Valuation, Investment Banking, Capital Markets, Fixed Income, Series 79 Certified, Microsoft Excel, Bloomberg
Education
Fordham University 2008 — 2012
Bachelor of Science
Universitat Ramon Llull 2010 — 2011
Christian Brothers Academy 2004 — 2008
High School Diploma
Duff & Phelps November 2013 - Present
EVA Dimensions April 2013 - October 2013
Societe Generale June 2012 - August 2012
Berkery, Noyes & Co., LLC October 2011 - May 2012
Citigroup September 2010 - January 2011
Skills
Investment Banking
Education
Fordham University 2009 — 2013
BA, Finance, Economics
Fordham Preparatory School 2004 — 2009
College Preparatory
Distinctive Offices 2014 - Present
ACF Distribution, Inc. 2013 - 2014
Petawawa LLC 2009 - 2013
Berkery, Noyes & Co., LLC 2006 - 2009
JCC Association 2002 - 2005
Pepsi-Cola Buffalo Bottling Corp. 1996 - 2002
Skills
Management, Business Development, Marketing Strategy, New Business Development, Marketing, Strategy, Leadership, Strategic Partnerships, B2B, Public Relations, Competitive Analysis
Education
The Ohio State University
GrandArmy May 2015 - August 2015
Ruckus Marketing July 2014 - September 2014
Razorfish March 2013 - September 2013
Razorfish January 2011 - March 2013
Esquire magazine October 2009 - May 2010
Hearst Digital January 2009 - May 2009
Berkery, Noyes & Co., LLC January 2007 - January 2009
Skills
Social Networking, Digital Marketing, Outlook, Marketing, Microsoft Excel, PowerPoint, Photoshop, Microsoft Office, Microsoft Word, Advertising, Marketing Communications, WordPress, Social Media Marketing, Online Advertising, Graphic Design, Adobe Creative Suite
Education
School of Visual Arts 2013 — 2016
Bachelor of Arts (BA), Advertising, Graphic Design
Baruch College, City University of New York (CUNY) 2006 — 2010
BA, Marketing
Datalot February 2015 - Present
Berkery, Noyes & Co., LLC March 2014 - February 2015
Self Employed January 2009 - December 2013
Major League Baseball May 2011 - October 2011
dGenerate Films January 2011 - May 2011
Skills
Editing, Social Media, Microsoft Office, Research, PowerPoint, Statistics, Data Analysis, HTML, Microsoft Excel, Microsoft Word, Photography, Google Analytics, SPSS, SQL, Lead Generation, Online Lead Generation, Digital Marketing, Email Marketing, Market Research, Marketing Analytics, SEM, Marketing, Google Adwords
Education
City University of New York City College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Bucknell University 2005 — 2006
Stuyvesant High School 2001 — 2005
High School Degree
Towers Watson August 2013 - Present
Aon Hewitt August 2011 - August 2013
Gerson Lehrman Group April 2010 - March 2011
Thomson Reuters January 2008 - March 2010
Berkery, Noyes & Co., LLC August 2007 - December 2007
Citi June 2007 - August 2007
Telsey Advisory Group August 2006 - May 2007
Skills
Financial Modeling, Management Consulting, CRM, Investments, Financial Analysis, Equity Research, Analysis, French, PowerPoint, Strategic Sourcing, Business Analysis, Research, Benchmarking, Economics, Corporate Communications, Procurement, Event Planning, Business Relationship..., Financial Reporting, Balanced Scorecard, Presentation Development, Microsoft Excel, Arabic, Finance, Excel, Client Relationship..., Cost Reduction, Cost Savings, PMO, Spin-offs, Mergers & Acquisitions, Human Resources, Incentive Programs, Sales Effectiveness, Change Management, Executive Compensation..., Career Path Planning, Market Pricing, Performance Benchmarking
Education
City University of New York-Hunter College 2004 — 2007
Bachelor's Degree, Economics, 3.71
New York University 2003 — 2004
Computer Engineering
Barclays Capital May 2012 - Present
Sierra Leone Library Project July 2011 - April 2012
Bank of America October 2010 - August 2011
Bank of America August 2009 - October 2010
Merrill Lynch June 2008 - May 2009
Merrill Lynch July 2003 - July 2008
Berkery, Noyes & Co., LLC September 2000 - July 2003
UBS June 1998 - December 1999
Skills
Client Relationship..., Business Strategy, Marketing Strategy, Macroeconomics, Market Research, Event Planning, Financial Analysis, Government Liaison, Key Account Management, Change Management, Qualitative Research, Spanish, Writing, Communication Strategy, Investor Relations, Presentation Development, Emerging Markets, Fixed Income, Economics, Research, Investments, Fundraising, Strategic Planning, Crisis Management, Compliance Audits, Corporate Communications, Salesforce.com, CRM software, Adobe, Executive Communications, Marketing Communications, Corporate Positioning, New Business Development, Editing, Reuters, SharePoint, Strategic Communications, Mergers & Acquisitions, CRM, Capital Markets, Finance, Valuation, FX Options, Swaps, Options, Financial Structuring, Hedging, Strategy, Hedge Funds
Education
New York University 1996 — 2000
B.A., Economics, Latin American Studies
New York University 1996 — 2000
Bachelor of Science, Economics
Fox Lane High School
High school diploma
Anant Corporation August 2015 - Present
Georgetown University Investment Office January 2015 - Present
Georgetown Collegiate Investors, LLC September 2014 - Present
Berkery, Noyes & Co., LLC April 2014 - August 2014
Education
Georgetown University 2014 — 2017
BSBA, Finance
Berkery, Noyes & Co., LLC May 2015 - Present
McLaughlin & Stern, LLP June 2014 - August 2014
Herrick, Feinstein LLP June 2013 - August 2013
PLM Contracting June 2012 - August 2012
Education
Tufts University 2012 — 2016
History, Finance, and Economics, Senior
Scarsdale High School
Golub Capital June 2015 - Present
Berkery, Noyes & Co., LLC September 2013 - June 2015
AXA Equitable January 2013 - May 2013
Thomson Reuters June 2012 - August 2012
O'Connor Davies Munns & Dobbins, LLP June 2010 - August 2012
Skills
Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Capital IQ, QuickBooks, Research
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts, Accounting and Business Administration; Management
Verona High School 2005 — 2009
Freeman & Co. May 2015 - Present
Alternative Investments Club September 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
Gilford Securities June 2013 - January 2014
Rose Hill Society, Fordham University March 2012 - September 2013
Ella Capital LLC January 2013 - June 2013
UBS January 2013 - May 2013
WKF&C (Ryan Specialty Group) July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation September 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments
Education
Fordham University 2011 — 2015
Finance Major Concentration in Alternative Investments
North Shore
Portledge School
DigitasLBi November 2014 - Present
BrightLine February 2014 - November 2014
BrightLine April 2012 - January 2014
Noral Group International, Incorporated August 2011 - April 2012
Endeavor June 2011 - August 2011
ACCION USA May 2010 - August 2010
Puerto Rico Federal Affairs Administration (PRFAA) September 2009 - April 2010
Berkery, Noyes & Co., LLC May 2009 - August 2009
Skills
Market Research, Data Analysis, Advertising, Analytics, Microsoft Excel, Spanish, Quantitative Research, Marketing, Economics, Proposal Writing, Entrepreneurship, Writing, Advertising Research, Consumer Behaviour, Television Research, Marketing Research, Technology, Connected Devices, PowerPoint, Microsoft Office, Research, Project Management, Social Media, Strategy, Management
Education
Georgetown University 2008 — 2011
BA, Economics, Spanish
Universidad Pontificia Comillas 2011 — 2011
Economics
Ramapo High School 2004 — 2008
ABN AMRO Bank N.V. October 2013 - Present
Council of Fashion Designers of America (CFDA) September 2013 - Present
Tribeca Film Festival April 2014 - Present
Berkery, Noyes & Co., LLC January 2012 - October 2013
Berkery, Noyes & Co., LLC June 2010 - January 2012
Public School 48 October 2007 - February 2010
JPMorgan Chase June 2009 - August 2009
Skills
Google Analytics, Market Research, Microsoft Office, Music, Music Theory, Writing, Mac
Education
New York University
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
Berkery, Noyes & Co., LLC July 2013 - Present
Johnsen, Fretty & Company June 2005 - July 2013
Merrill Lynch Wealth Management May 2004 - July 2004
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Private Equity, Investments, Financial Analysis, Real Estate, Financial Services, Private Placements, Finance, Marketing, Portfolio Management, Strategic Financial..., Business Development, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Deutsche Bank August 2015 - Present
Deutsche Bank September 2014 - August 2015
Berkery, Noyes & Co., LLC May 2014 - September 2014
Student Tours Ireland October 2012 - May 2014
University College Cork, Ireland (UCC) June 2013 - September 2013
Mathematics Tutoring September 2010 - June 2012
Skills
Microsoft Excel, R, Bonds, Financial Modeling, Swaps, Credit Derivatives, Interest Rate Swaps, Interest Rate..., Bloomberg, Swaptions, Total Return Swaps, Teamwork, PowerPoint, Research, Public Speaking, SPSS, Matlab, Microsoft Office, Microsoft Word, SAS, Mathematica, English, Financial Analysis, SAS programming, Statistical Consulting, Statistical Data..., Statistical Software
Education
University College Cork 2010 — 2014
BSC Financial Mathematics and Actuarial Science, Mathematics and Statistics, Upper Second Class Honors (Equivalent to approx. 3.6 GPA)
UBS Investment Bank July 2015 - Present
The Investment Banking Society at Fordham March 2014 - Present
UBS Investment Bank June 2014 - August 2014
Berkery, Noyes & Co., LLC September 2013 - April 2014
Brocair Partners LLC May 2013 - August 2013
Waddell & Reed January 2013 - May 2013
Skills
Investment Banking, Investments, Bloomberg Terminal, Microsoft Office, Teamwork, Financial Modeling, Microsoft Excel, Financial Analysis, Finance, PowerPoint, DCF Valuation, Equity Research, Capital IQ, Equity Trading, Professional Mentoring, Leveraged Finance, Valuation, Public Speaking, Portfolio Management, Research, Time Management
Education
Fordham University 2013 — 2015
Bachelor’s Degree, Finance, GPA: 3.84 / 4.00
Ripco Real Estate Corp January 2013 - Present
CIBU Heating & Cooling, Inc. 2011 - 2013
Massey Knakal Realty Services 2007 - 2008
Berkery, Noyes & Co., LLC 2006 - 2007
Cushman & Wakefield 2003 - 2005
Skills
Business Development, Real Estate, Real Estate Transactions, Leases, Real Estate Development, Commercial Real Estate, Real Estate Economics, Investment Properties, Sales, Marketing, Location Intelligence, Tenant, Property Management, Dispositions, Brokerage
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Business Journalism
Fundation Group LLC August 2015 - Present
Middlebury Securities LLC. June 2015 - Present
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Fundation Group LLC 2015 - 2015
Stonybrook Capital 2013 - 2014
Princeton Club of New York April 2013 - August 2013
FactSet October 2012 - March 2013
Berkery, Noyes & Co., LLC June 2010 - August 2010
Skills
Statistics, Valuation, Finance, Investments, Investment Banking
Education
Middlebury College 2007 — 2011
Bachelor of Arts, Psychology
Rye High School 2003 — 2007
Tuck School of Business at Dartmouth
King Street Capital Management August 2014 - Present
JPMorgan Chase & Co. July 2012 - July 2014
JPMorgan Chase & Co. June 2011 - August 2011
Berkery, Noyes & Co., LLC January 2011 - June 2011
UBS January 2010 - May 2010
Skills
Financial Analysis, Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investments, Financial Modeling, Management, Essbase, Market Research, Finance, Strategy, Banking, Risk Management, Financial Reporting, Data Analysis, Business Planning, Accounting, Microsoft Word
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Mariner Investment Group, LLC August 2015 - Present
Owl Creek Asset Management June 2015 - August 2015
L/S Hedge Fund November 2014 - February 2015
Ardian February 2014 - May 2014
Ardian (formerly, AXA Private Equity) May 2011 - January 2014
Ardian (formerly, AXA Private Equity) September 2008 - April 2011
Berkery, Noyes & Co., LLC September 2006 - January 2008
RBC Capital Markets June 2006 - August 2006
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Fordham University 2004 — 2008
BS, Finance
Revlon August 2014 - Present
Ogilvy & Mather January 2014 - August 2014
PwC January 2012 - February 2014
Berkery, Noyes & Co., LLC January 2011 - May 2011
PricewaterhouseCoopers June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Reporting, Investments, PowerPoint, Bloomberg Terminal, Accounting, Microsoft Word
Education
Fordham University 2007 — 2011
Bachelor of Science in Business Administration, Accounting, Finance and Marketing
BNP Paribas January 2014 - Present
PwC September 2012 - January 2014
Berkery, Noyes & Co., LLC September 2011 - May 2012
Deloitte & Touche May 2011 - August 2011
Goldman Sachs June 2010 - May 2011
Skills
Financial Statements, Analysis, Hedge Funds, Microsoft Excel, Bloomberg, GAAP, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Financial Accounting, Investment Banking, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Capital Markets, Fixed Income
Education
Fordham University 2007 — 2012
Bachelor of Science, Accounting; Finance
Millennial Venturing February 2014 - Present
GXS, Inc. January 2009 - January 2014
Berkery, Noyes & Co., LLC 2008 - 2008
UBS Investment Bank 2005 - 2007
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
MBA
Drexel University 2000 — 2005
Bachelor of Science
General Assembly
Ultra Records July 2015 - Present
SFX Entertainment, Inc. March 2014 - July 2015
Citi Habitats April 2013 - July 2014
HSBC Securities April 2013 - August 2013
Nomura Securities August 2011 - April 2013
PRF Pro-Holiday Lighting October 2003 - 2011
Phat Sounds Musical Entertainment May 2002 - 2011
Davidson Kempner Capital Management June 2010 - August 2010
Berkery, Noyes & Co., LLC October 2009 - May 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Live Events, Social Media, Ticket Operations, Entertainment Industry, Electronic Music, Fixed Income, Accounts Receivable, Trading, Investment Banking, Mergers & Acquisitions, Music Festivals, Music Industry, Entrepreneurship, Microsoft Office, Billing Process, Bloomberg Terminal, Options, Hedge Funds, Bloomberg, ETFs, Real Estate, Foreign Exchange, Precious Metals, Settlement, Clearing, Special Events..., Lotus Notes, Social Promotion, Music, Event Management, Accounts Payable, EDM, Start-ups
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Major: Accounting and Finance, Concentration: Entrepreneurship, Specialization: Global Business
Fordham University International Business Study Tour - Barcelona, Es 2009 — 2009
International Business Study Tour
Heythrop College, U. of London 2009 — 2009
Marketing, Invitation to Theatre
Red Bank Catholic High School 2003 — 2007
J.P. Morgan July 2014 - Present
University of Massachusetts Amherst November 2010 - January 2014
Minutemen Equity Fund December 2010 - December 2013
J.P. Morgan May 2013 - August 2013
Berkery, Noyes & Co., LLC May 2012 - August 2012
Curio Kitchens & Baths, LLC December 2006 - February 2012
Nataloni Painting April 2010 - August 2011
The Republican April 2002 - August 2009
Skills
Qualitative Research, Entrepreneurship, Equity Research, Equity Valuation, Financial Modeling, Energy, Operations, Business Communications, Professional..., Team Leadership, Organizational..., Time Management, Technology Analysis, Computer Hardware, Hardware Support, Computer Security, Computer Repair, Software Installation, Operating Systems, DCF Valuation, Comparable Analysis, Corporate Finance, Investments, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.9
Minnechaug Regional High School 2005 — 2009
SquashBusters, Inc. October 2014 - Present
Berkery, Noyes & Co., LLC May 2015 - July 2015
Plainfield Country Club May 2010 - July 2015
Camp Dudley June 2011 - August 2014
Skills
Leadership, Public Speaking, Social Media, Teamwork, Research
Education
Boston College 2013 — 2017
Bachelor's Degree, Economics and Mathematics
Delbarton School 2009 — 2013
High School, AP Scholar with Distinction
Huron Capital Partners July 2015 - Present
Renucell Group, LLC January 2012 - Present
Harris Williams & Co. June 2013 - July 2015
State Farm January 2012 - January 2014
State Farm Insurance May 2012 - May 2013
Berkery, Noyes & Co., LLC May 2012 - August 2012
Fusion Education Group June 2011 - September 2011
Amway May 2010 - August 2010
Education
University of Denver 2009 — 2013
B.S., Finance & Business Administration
Samsung Electronics October 2014 - Present
BlueSky Technology Partners May 2014 - October 2014
Microsoft June 2012 - May 2014
Polytechnic Institute of New York University February 2012 - May 2012
NYU-Poly August 2010 - May 2012
Berkery, Noyes & Co., LLC June 2011 - December 2011
United States October 2010 - April 2011
ProdEx Technologies January 2007 - August 2010
Paradigm Systems 2006 - 2007
Skills
Visual C++, JavaScript, SQL, C#. NET, jQuery, STL, C/C++ STL, MFC, POP3, COM, Xenocode, BounceChecker, Wireshark, C#, .NET, Testing, Perl, Visual Studio, C++, Software Development, Multithreading, Subversion
Education
Polytechnic Institute of New York University 2010 — 2012
Master of Science, Computer Science
Anna University 2001 — 2005
BE, Electrical and Electronics
MediaVest August 2013 - Present
Universal McCann April 2012 - July 2013
Mindshare October 2007 - April 2012
Mediaedge March 2005 - September 2007
Berkery, Noyes & Co., LLC May 2004 - March 2005
Skills
SEM, Digital Strategy, SEO, PPC, Search Advertising, Digital Media, Digital Marketing, Mobile Marketing, Google Adwords, MSN AdCenter, Strategy, Web Analytics, Media Buying, Mobile Search, E-commerce, Marketing Strategy, Analytics, Contextual Advertising, Local Search
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Management
Berkery, Noyes & Co., LLC May 2015 - Present
University of Michigan Institute for Social Research - Surveys of Consumers August 2014 - Present
Pi Kappa Alpha Fraternity - Beta Tau Chapter April 2013 - April 2015
The Orpheum - Recording Studio September 2009 - May 2011
Skills
Economics, Microsoft Office, Public Speaking, Entrepreneurship, Customer Service, Management, Fundraising, Finance, Venture Capital, Consulting, Strategic Planning, Time Management, Marketing Strategy, Financial Analysis, Financial Modeling, Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Marketing, Research, Data Analysis, Valuation
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Economics
Ann Arbor Pioneer High School
Merill Edge July 2015 - Present
Heritage Brewing Co. January 2015 - May 2015
Berkery, Noyes & Co., LLC January 2015 - May 2015
Berkery, Noyes & Co., LLC May 2007 - December 2014
UBS June 2013 - August 2013
Kinsale Capital Management May 2012 - July 2012
Skills
Investment Banking, Financial Analysis, Equity Research, Private Equity, Fixed Income, Capital Markets, Corporate Development, Microsoft Excel, PowerPoint, Bloomberg, EMT, Hiking, Chess, Downhill Skiing, Construction
Education
St. Lawrence University 2010 — 2014
Bachelor of Arts (BA), Economics
Berkery, Noyes & Co., LLC July 2015 - Present
Ellington Management Group June 2014 - August 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Research, Data Analysis, Financial Modeling
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Kinetic Worldwide June 2015 - Present
Kinetic Worldwide March 2014 - June 2015
Collective June 2012 - March 2014
Collective January 2012 - May 2012
Berkery, Noyes & Co., LLC June 2011 - August 2011
The Riverside Company June 2006 - September 2008
Skills
QuickBooks, Financial Analysis, Microsoft Office, Microsoft Dynamics, Account Reconciliation, Market Research, Microsoft Excel, Budgets
Education
Fordham University 2008 — 2012
BS
IBM September 2015 - Present
Macy's May 2014 - July 2014
Insomnia Cookies August 2013 - November 2013
Berkery, Noyes & Co., LLC February 2013 - August 2013
Health Leads November 2011 - December 2012
Skills
Mandarin, Bahasa Indonesia, Microsoft Office, Photoshop, Customer Service, Secretarial Skills, Social Networking, Market Research, Marketing, Data Analysis, Facebook, Social Media, PowerPoint
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Business Studies and Nutrition
San Marino High School 2007 — 2011
Sard Verbinnen & Co. October 2011 - Present
Berkery, Noyes & Co., LLC June 2010 - October 2011
Education
Fairfield University 2004 — 2008
B.A., English and Political Science
JPMorgan Chase & Co. August 2015 - Present
JLL December 2014 - Present
Time Warner Inc. February 2013 - December 2014
Citi June 2010 - February 2013
Citi June 2008 - June 2010
Citi June 2007 - June 2010
Berkery, Noyes & Co., LLC June 2006 - May 2007
Massey Knakal Realty Services February 2005 - May 2006
Skills
Program Management, Financial Reporting, Performance Management, PowerPoint, Microsoft Excel, Organizational..., Business Strategy, Operations Management, Corporate Real Estate, International Real..., Financial Analysis, Data Analysis, Automotive, Strategy, Management, Mergers & Acquisitions, Vendor Management, Project Management, Leadership, Portfolio Management, Valuation, Due Diligence, Analysis, Real Estate
Education
FORDHAM UNIVERSITY - College of Business Administration 2003 — 2007
Bachelor of Science, Business Administration; Finance
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Part-Time MBA Program, Finance, General
NEW YORK UNIVERSITY - Continuing Education 2009 — 2011
Professional Certificate in Property Management, Real Estate
Humanities HS 1999 — 2003
Sandler O'Neill & Partners, L.P. July 2015 - Present
Berkery, Noyes & Co., LLC February 2014 - June 2015
Student Managed Investment Fund September 2014 - May 2015
St. Augustine Federal Credit Union August 2012 - September 2013
Skills
Mergers & Acquisitions, Investment Banking, Analysis, Equities, Capital IQ, Microsoft Excel, PowerPoint, Financial Modeling, FactSet, Social Media, Finance, Teamwork, Microsoft Office, Financial Analysis, Microsoft Word, Valuation
Education
Fordham University 2011 — 2015
Wheatley
New York Life Insurance Company July 2015 - Present
Fordham Student Managed Investment Fund September 2014 - May 2015
Nomura June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
WFUV September 2011 - September 2013
Gilford Securities May 2013 - August 2013
Nardone Brothers Pizza April 2010 - January 2012
Catholic Youth Center September 2007 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Social Media, Accounting, Windows, Outlook, Leadership, Sports, Value Investing
Education
Fordham University 2011 — 2015
Bachelor of Science (B.Sc.), Finance
Heythrop College
MandAsoft.com July 2009 - Present
Berkery, Noyes & Co., LLC November 2001 - Present
Fly's Eye Imaging, LLC May 2010 - July 2011
KL Glass Studios January 1991 - March 2008
THE BIL–RAY GROUP October 1999 - March 2000
Valinor - IKON Office Solutions June 1996 - October 1999
The University of Chicago GSB March 1994 - December 1995
Home Office Computing Magazine January 1989 - September 1990
Advanced Systems Development October 1985 - January 1989
Skills
Software Development, Databases, Business Intelligence, C#, CRM, Microsoft SQL Server, Requirements Analysis, Web Development, jQuery, Cloud Computing, Mobile Devices, ASP.NET, Social Media, Visual Studio, SEO, Architectures, Visual Basic, .NET, E-commerce, Agile Methodologies, JavaScript, Photoshop, Investment Banking, Email Marketing, Business Analysis, iOS development, Mergers & Acquisitions, T-SQL, Objective-C, SQL Server, AJAX, iPhone development, Illustrator, Acquisition Analysis, Database Design, Taxonomy Development, twitter api, Optics, Ontology Development, Controlled Vocabularies, Customer Relations, HTML, Application Development, CSS, Web Applications, Web 2.0, Finra Compliance, ElasticSearch, Architecture
Education
Middlebury College 1981 — 1985
BA, Physics, Studio Art
The University of Stirling 1984 — 1984
Overseas Study Program, Lasers, Optics
Brentwood School 1978 — 1981
High School, College Prep
Promontory Financial Group, LLC April 2015 - Present
New York State Department of Financial Services June 2013 - April 2015
Columbia Business School September 2011 - June 2013
Golden Seeds 2012 - 2012
Berkery, Noyes & Co., LLC December 2010 - May 2011
Simon & Schuster June 2006 - October 2010
Education
Columbia Business School 2011 — 2013
MBA
Williams College 2002 — 2006
Bachelor of Arts (B.A.), English and History
Bronxvile High School
Berkery, Noyes & Co., LLC 2015 - Present
Cyndx Advisors 2014 - 2015
Centrum Capital 2010 - 2013
Citi 2008 - 2010
Deutsche Bank 2007 - 2008
UBS Investment Bank 2005 - 2007
Rothschild Inc. 1999 - 2002
Skills
Investment Banking, Capital Markets, Mergers, Equities, Investments, Private Equity, Corporate Finance, Valuation, Financial Modeling, Equity Research, Financial Markets, Emerging Markets, Derivatives, Hedge Funds, Fixed Income, Mergers & Acquisitions, Financial Analysis, LBO, Finance, Restructuring, International M&A
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance and Strategy
Franklin & Marshall College
BBA, Finance, Accounting, Economics
Berkery, Noyes & Co., LLC 2014 - Present
Avondale July 2010 - 2014
Crowe Capital Markets July 2004 - June 2009
Skills
Mergers, Strategy, Private Equity, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, M&A experience, Management Consulting, Competitive Analysis, Venture Capital, Business Strategy, Business Valuation, Mergers & Acquisitions, Strategic Planning, Buy-side, Sell Side, Middle Market, Portfolio Management, Investments
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy, Law & Business
Indiana University Bloomington 2000 — 2004
Business, Finance, Accounting, Economics
Barneys New York January 2008 - Present
Berkery, Noyes & Co., LLC December 2003 - January 2008
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, International Management, Marketing
ITOCHU International Inc. March 2010 - Present
ITOCHU Chemicals America Inc., a subsidiary of ITOCHU International Inc. January 2011 - January 2012
Berkery, Noyes & Co., LLC May 2006 - March 2010
Skills
Financial Modeling, Due Diligence, Valuation, Financial Analysis, Business Planning, Investment Banking, Mergers & Acquisitions, Forecasting, Private Equity, Investments, Strategic Planning, Corporate Governance, Business Development, Corporate Finance, Corporate Development, Venture Capital, M&A experience, Hyperion Planning, Hyperion HFM, Portfolio Management, Equities
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Finance, General
LearnLaunchX 2014 - Present
Teacher Created Materials 2009 - Present
Perfection Learning 2008 - Present
Red Wheel/Weiser 2007 - Present
Lexia Learning Systems 2006 - 2013
Berkery, Noyes Investment Bank 1990 - 2008
Berkery, Noyes & Co., LLC 1990 - 2004
Houghton Mifflin 1980 - 1987
Harcourt School Publishing 1964 - 1980
Skills
Publishing, Online Publishing, Content Development, Content Management, Editorial, Books, Educational Technology, Ebooks, Academic Publishing, Content Strategy, Proofreading, Social Media, Staff Development, Social Media Marketing, E-Learning, Copy Editing, Web Content, Publications, Textbooks, Editing, Instructional Design, K-12
Education
University of Michigan 1956 — 1961
Bachelor's degree, English Language and Literature, General
Bank of America/Merrill Lynch August 2001 - Present
Berkery, Noyes & Co., LLC 1998 - 1999
British Airways 1997 - 1998
Saatchi & Saatchi 1994 - 1996
Education
Emory University - Goizueta Business School 1999 — 2001
St. Lawrence University 1990 — 1993
CrossCap October 2012 - Present
Syncapse June 2011 - October 2012
Epic Advertising November 2008 - June 2011
Soulfx Information Design July 2008 - November 2008
Afsat Communications January 2006 - July 2008
Berkery, Noyes & Co., LLC 2001 - 2003
Skills
Unix
Education
Laurentian University/Université Laurentienne 2003 — 2005
MBA
Rutgers University-New Brunswick 1998 — 2001
Bsc, Computer & Electronic Engineering
University of Toronto
University of Toronto
University of Toronto
University of Toronto
University of Toronto
University of Toronto
University of Toronto
University of Toronto
SUPERLEAF, LLC / detox water September 2014 - Present
Deutsche Bank Securities July 2011 - Present
Borealis Infrastructure September 2013 - September 2014
Deutsche Bank Securities June 2010 - August 2010
Berkery, Noyes & Co., LLC May 2010 - June 2010
Scottrade April 2009 - March 2010
Skills
Capital IQ, Investment Banking, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, DCF, Due Diligence, Equity Valuation, Financial Statement..., Equities, M
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Finance
HKIS
General Networks Corporation September 2014 - Present
Crescent Capital Group September 2014 - Present
Morgan Stanley May 2013 - August 2014
Berkery, Noyes & Co., LLC February 2012 - May 2013
TCS Premier September 2008 - February 2012
GlobeOp Financial Services February 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Analysis, Financial Analysis, Equities, Vendor Management, Investments, Finance
Education
City University of New York-Brooklyn College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Redwood Capital Group July 2015 - Present
Berkery, Noyes & Co., LLC June 2003 - July 2015
Veronis Suhler Stevenson May 1994 - June 2003
Education
University of North Carolina at Charlotte
The Ford Foundation 2010 - Present
Berkery, Noyes & Co., LLC 2004 - 2010
Alliance for Downtown New York 2002 - 2004
Veronis Suhler Stevenson 1999 - 2002
The Rockefeller Foundation 1997 - 1999
Credit Suisse First Boston 1995 - 1997
Ernst & Young 1991 - 1993
Education
New York University 1989 — 1991
BS, Economics, MIS
Yale University - Yale School of Management
MBA, Financial Engineering
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Crédit Agricole CIB October 2013 - May 2015
Berkery, Noyes & Co., LLC May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Deutsche Bank June 2011 - June 2011
UBS January 2011 - June 2011
Skills
Spanish, Financial Modeling, Microsoft Excel, Financial Statement..., Equity Derivatives
Education
Fordham University 2009 — 2013
BSc, Business Economics (Cum Laude)
Instituto Internacional de Madrid 2012 — 2012
Saint Joseph's Preparatory School 2005 — 2009
Berkery, Noyes & Co., LLC July 2015 - Present
WeiserMazars LLP November 2014 - July 2015
Rosen Seymour Shapss Martin & Company LLP April 2014 - November 2014
Jetaport Inc February 2014 - April 2014
Executive Sounding Board Associates, LLC January 2010 - December 2010
Gerson Lehrman Group LLC June 2008 - August 2008
Prudential Centennial Realty June 2006 - August 2006
Skills
Accounting, Financial Due Diligence..., Auditing, Financial Analysis, Financial Reporting, Finance, Business Strategy, Valuation, Mergers & Acquisitions, Investment Banking, Investing, Capital Markets, Internal Controls, Corporate Governance, Economics, Corporate Finance, Financial Modeling, Asset Management, Analysis, Tax, Negotiation, Human Resources, Budget Forecasts, Microsoft Excel, QuickBooks, Microsoft Office, ERP Software, Start-ups, Capital IQ, CCH ProSystem fx, Due Diligence, Financial Statements, Management
Education
Cornell University 2005 — 2009
B.S, Industrial Labor Relations
Pace University - Lubin School of Business 2011 — 2012
Accounting
Berkery, Noyes & Co., LLC August 2015 - Present
Mizuho Securities USA Inc. August 2014 - June 2015
Lloyds Banking Group July 2013 - January 2014
Finnerty Economic Consulting 2010 - 2013
Education
Cornell University 2006 — 2010
BA, Economics
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Asian Studies
Ernst & Young July 2010 - Present
Berkery, Noyes & Co., LLC August 2009 - July 2010
Pacific Capital Bancorp September 2008 - August 2009
Akamai Capital September 2006 - July 2008
Skills
Certified Public..., NYSSCPA Mergers &..., CPA, Finance, Investments, Tax, Financial Services, GAAP, Project Management, Project Planning, Process Improvement, Team Leadership, Financial Analysis, Investment Banking, Asset Management, Private Equity, Business Development
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
Masters, Accounting
University of Hawaii - Shidler College of Business 2005 — 2008
Bachelors, Finance & International Business
Moelis & Company June 2015 - Present
First American International Bank April 2014 - January 2015
Berkery, Noyes & Co., LLC January 2010 - April 2014
Lloyds Banking Group December 2009 - January 2010
First Investors Corporation August 2009 - November 2009
Skills
Finance, Investment Banking, Management, Financial Services, Mergers & Acquisitions
Education
City University of New York-Brooklyn College
Mergermarket April 2015 - Present
Mergermarket October 2014 - April 2015
Berkery, Noyes & Co., LLC August 2013 - May 2014
Education
New York University 2014 — 2014
Certificate in Financial Analysis
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Bloomingdale's 2009 - 2012
Barneys New York January 2008 - October 2009
Berkery, Noyes & Co., LLC December 2003 - January 2007
Skills
Retail
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), International Management