Cappello Capital Corp.
Industry: Company
DescriptionFounded: 1992 Parent organization: Cappello Global, LLC Subsidiary: Cappello Capital Corp, Asset Management Arm
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Cappello Capital Corp. Employees
Employee
Years
Job
Industry
Jay S. Jablonow Jay S. Jablonow's Cappello Capital Corp. Experience October 2009 - October 2011
Job Rockwood Asset Management
Industry Financial Services
Experience
Rockwood Asset Management September 2014 - Present
IronRock Capital Partners February 2014 - June 2014
EverBank September 2013 - December 2013
GC Andersen Partners LLC November 2011 - June 2013
Cappello Capital Corp. October 2009 - October 2011
Flagstone Securities June 2007 - December 2008
Merrill Lynch May 1989 - May 1990
Drexel Burnham Lambert May 1986 - May 1989
Salomon Brothers June 1981 - May 1986
Skills
Hedge Funds, Investments, Equities, Series 7, Series 24, Series 63, Restructuring, Corporate Development, Trading, Structured Finance
Education
Washington University in St. Louis 1979 — 1981
MBA, Finance
Washington University in St. Louis 1977 — 1979
BS Business Administration, Finance
University of Southern California 1976 — 1977
Film
Colorado College 1974 — 1976
Liberal Arts
St Louis Country Day 1966 — 1974
Rockwood Asset Management September 2014 - Present
IronRock Capital Partners February 2014 - June 2014
EverBank September 2013 - December 2013
GC Andersen Partners LLC November 2011 - June 2013
Cappello Capital Corp. October 2009 - October 2011
Flagstone Securities June 2007 - December 2008
Merrill Lynch May 1989 - May 1990
Drexel Burnham Lambert May 1986 - May 1989
Salomon Brothers June 1981 - May 1986
Skills
Hedge Funds, Investments, Equities, Series 7, Series 24, Series 63, Restructuring, Corporate Development, Trading, Structured Finance
Education
Washington University in St. Louis 1979 — 1981
MBA, Finance
Washington University in St. Louis 1977 — 1979
BS Business Administration, Finance
University of Southern California 1976 — 1977
Film
Colorado College 1974 — 1976
Liberal Arts
St Louis Country Day 1966 — 1974
Tarun Kanthety's Cappello Capital Corp. Experience September 2012 - December 2012
Job Investment Banking Analyst at Simmons & Company International
Industry Financial Services
Experience
Simmons & Company International July 2014 - Present
McCombs School of Business September 2013 - May 2014
Simmons & Company International June 2013 - August 2013
Cappello Capital Corp. September 2012 - December 2012
Verizon June 2012 - August 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Business Honors and Finance, minor in Management Information Systems
Simmons & Company International July 2014 - Present
McCombs School of Business September 2013 - May 2014
Simmons & Company International June 2013 - August 2013
Cappello Capital Corp. September 2012 - December 2012
Verizon June 2012 - August 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Business Honors and Finance, minor in Management Information Systems
Annette Anderson Crabtree's Cappello Capital Corp. Experience June 2005 - November 2008
Job Administrator
Industry Investment Banking
Experience
Crabtree Photography February 2014 - March 2015
Cappello Capital Corp June 2005 - November 2008
Hahn & Flores, CPA March 2000 - May 2005
Jenny Craig November 1997 - March 2000
KDSN Radio July 1990 - July 1995
Skills
Corporate Finance, Valuation, Acquisitions, Accounting, Corporate Development, Microsoft Excel, Private Equity, Customer Service, Equities, Mergers & Acquisitions, Investment Banking, Business Strategy, Budgets, Negotiation, Financial Analysis, Marketing, Capital Markets, Strategy, Research, Financial Modeling, Restructuring, Strategic Planning, Due Diligence, Venture Capital, Microsoft Office, Entrepreneurship, Finance, Hedge Funds, Investments, Portfolio Management, Real Estate, Competitive Analysis, Management Consulting
Education
University of Iowa
Bachelor of Science, Health Promotions/Exercise Science
Crabtree Photography February 2014 - March 2015
Cappello Capital Corp June 2005 - November 2008
Hahn & Flores, CPA March 2000 - May 2005
Jenny Craig November 1997 - March 2000
KDSN Radio July 1990 - July 1995
Skills
Corporate Finance, Valuation, Acquisitions, Accounting, Corporate Development, Microsoft Excel, Private Equity, Customer Service, Equities, Mergers & Acquisitions, Investment Banking, Business Strategy, Budgets, Negotiation, Financial Analysis, Marketing, Capital Markets, Strategy, Research, Financial Modeling, Restructuring, Strategic Planning, Due Diligence, Venture Capital, Microsoft Office, Entrepreneurship, Finance, Hedge Funds, Investments, Portfolio Management, Real Estate, Competitive Analysis, Management Consulting
Education
University of Iowa
Bachelor of Science, Health Promotions/Exercise Science
Neeraj Bhatia Neeraj Bhatia's Cappello Capital Corp. Experience January 2010 - April 2010
Job Product Management Executive
Industry Wireless
Experience
NFC Forum October 2012 - Present
Qualcomm March 2011 - Present
Kurt Salmon Associates March 2009 - January 2011
Cappello Capital Corp. January 2010 - April 2010
Marvell June 2006 - February 2009
Wind River July 2001 - June 2006
Skills
Product Management, Product Marketing, Go-to-market Strategy, Private Equity, Competitive Analysis, Strategic Partnerships, Mobile Devices, Cross-functional Team..., Start-ups, Product Development, Strategy, Business Strategy, Corporate Development, Strategic Consulting, Wireless, Business Development, Venture Capital, Enterprise Software, Telecommunications, SaaS, Semiconductors, New Business Development, International Sales, Mergers & Acquisitions, Mobile Applications, Mobile Technology
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
University of Southern California
MS, Computer Networking
NFC Forum October 2012 - Present
Qualcomm March 2011 - Present
Kurt Salmon Associates March 2009 - January 2011
Cappello Capital Corp. January 2010 - April 2010
Marvell June 2006 - February 2009
Wind River July 2001 - June 2006
Skills
Product Management, Product Marketing, Go-to-market Strategy, Private Equity, Competitive Analysis, Strategic Partnerships, Mobile Devices, Cross-functional Team..., Start-ups, Product Development, Strategy, Business Strategy, Corporate Development, Strategic Consulting, Wireless, Business Development, Venture Capital, Enterprise Software, Telecommunications, SaaS, Semiconductors, New Business Development, International Sales, Mergers & Acquisitions, Mobile Applications, Mobile Technology
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
University of Southern California
MS, Computer Networking
Michael Chang Michael Chang's Cappello Capital Corp. Experience July 2007 - May 2011
Job Director of Corporate Development and Strategic Planning, Pulmuone Foods USA
Industry Food Production
Experience
Pulmuone Foods USA, Inc. May 2012 - Present
Brand Sense Partners May 2011 - March 2012
Cappello Capital Corp. July 2007 - May 2011
KeyBanc Capital Markets February 2006 - June 2007
Morgan Stanley Dean Witter April 2005 - February 2006
Skills
Business Strategy, Financial Modeling, Valuation, Due Diligence, Accounting, Corporate Finance, Acquisitions, Mergers, Corporate Development, Strategic Planning, Capital Markets, Capital Raising, Investment Banking, Private Equity, Mergers & Acquisitions, Private Placements, Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance, International Business
Arcadia High School 1997 — 2001
Pulmuone Foods USA, Inc. May 2012 - Present
Brand Sense Partners May 2011 - March 2012
Cappello Capital Corp. July 2007 - May 2011
KeyBanc Capital Markets February 2006 - June 2007
Morgan Stanley Dean Witter April 2005 - February 2006
Skills
Business Strategy, Financial Modeling, Valuation, Due Diligence, Accounting, Corporate Finance, Acquisitions, Mergers, Corporate Development, Strategic Planning, Capital Markets, Capital Raising, Investment Banking, Private Equity, Mergers & Acquisitions, Private Placements, Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance, International Business
Arcadia High School 1997 — 2001
Lorenzo Salazar's Cappello Capital Corp. Experience June 2013 - August 2013
Job Private Equity Research Analyst Intern at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2015 - Present
Management Leadership for Tomorrow May 2014 - Present
Credit Suisse June 2015 - August 2015
Vista Equity Partners September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Cappello Capital Corp. June 2013 - August 2013
Fulcrum Capital August 2012 - December 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, PowerPoint, Economics, Valuation, Mergers & Acquisitions, SAS, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Business Honors, Finance, Economics
Vista Equity Partners August 2015 - Present
Management Leadership for Tomorrow May 2014 - Present
Credit Suisse June 2015 - August 2015
Vista Equity Partners September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Cappello Capital Corp. June 2013 - August 2013
Fulcrum Capital August 2012 - December 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, PowerPoint, Economics, Valuation, Mergers & Acquisitions, SAS, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Business Honors, Finance, Economics
Mohammed Nazer Mohammed Nazer's Cappello Capital Corp. Experience February 2009 - July 2009
Job Wharton MBA Candidate 2016
Industry Banking
Experience
J.P. Morgan June 2015 - August 2015
Jadwa Investment April 2012 - June 2014
Barclays Capital August 2010 - March 2012
Procter & Gamble March 2010 - August 2010
Cappello Capital Corp. February 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Enterprise Valuation, Private Equity, IPO, Capital Markets Advisory, Capital Markets, LBO
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
New York University, Stern School of Business 2006 — 2008
BS, Finance, Economics, Mathematics
University of Washington 2004 — 2006
BS, Finance
J.P. Morgan June 2015 - August 2015
Jadwa Investment April 2012 - June 2014
Barclays Capital August 2010 - March 2012
Procter & Gamble March 2010 - August 2010
Cappello Capital Corp. February 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Enterprise Valuation, Private Equity, IPO, Capital Markets Advisory, Capital Markets, LBO
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
New York University, Stern School of Business 2006 — 2008
BS, Finance, Economics, Mathematics
University of Washington 2004 — 2006
BS, Finance
Mark Dru's Cappello Capital Corp. Experience 2012 - 2012
Job Cofounder at Acorns
Industry Financial Services
Experience
Acorns April 2012 - May 2015
Cappello Capital Corp. 2012 - 2012
Mukta Arts 2011 - 2011
ABC Studios 2007 - 2010
DIC Entertainment 2005 - 2005
Countrywide Financial Corporation 2004 - 2004
Skills
Financial Modeling, Business Strategy, Business Development, Microsoft Office, Financial Analysis, Forecasting, Risk Management, Negotiation, Corporate Finance, Accounting, Finance, Financial Reporting, Strategy, Due Diligence, Valuation, Start-ups, Analysis, Budgets
Education
Pepperdine University 2010 — 2012
MBA, Finance
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Economics
Acorns April 2012 - May 2015
Cappello Capital Corp. 2012 - 2012
Mukta Arts 2011 - 2011
ABC Studios 2007 - 2010
DIC Entertainment 2005 - 2005
Countrywide Financial Corporation 2004 - 2004
Skills
Financial Modeling, Business Strategy, Business Development, Microsoft Office, Financial Analysis, Forecasting, Risk Management, Negotiation, Corporate Finance, Accounting, Finance, Financial Reporting, Strategy, Due Diligence, Valuation, Start-ups, Analysis, Budgets
Education
Pepperdine University 2010 — 2012
MBA, Finance
The University of Texas at Austin 2002 — 2006
Bachelor of Arts, Economics
Arielle Minji Kim Arielle Minji Kim's Cappello Capital Corp. Experience April 2011 - March 2012
Job Associate at Oak Coast Properties
Industry Financial Services
Experience
Oak Coast Properties January 2015 - Present
Ocean Park Advisors April 2012 - November 2014
Cappello Capital Corp. April 2011 - March 2012
University of California, Berkeley December 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Capital IQ, Leadership, Banking, Risk Management, Financial Advisory, Competitive Analysis, SAS, Financial Services, Leveraged Finance, Emerging Markets
Education
University of California, Berkeley 2007 — 2010
BA, Economics
Hendrick Hudson High School 2005 — 2007
High School
Woodbridge High School 2004 — 2005
Neosho High School 2003 — 2004
Oak Coast Properties January 2015 - Present
Ocean Park Advisors April 2012 - November 2014
Cappello Capital Corp. April 2011 - March 2012
University of California, Berkeley December 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Capital IQ, Leadership, Banking, Risk Management, Financial Advisory, Competitive Analysis, SAS, Financial Services, Leveraged Finance, Emerging Markets
Education
University of California, Berkeley 2007 — 2010
BA, Economics
Hendrick Hudson High School 2005 — 2007
High School
Woodbridge High School 2004 — 2005
Neosho High School 2003 — 2004
Daniel Welch's Cappello Capital Corp. Experience June 2010 - June 2011
Job Investment Banking Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Stephen Opper Stephen Opper's Cappello Capital Corp. Experience August 2011 - November 2011
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2014 - Present
Evercore June 2013 - August 2013
Colony Capital May 2012 - August 2012
Cappello Capital Corp. August 2011 - November 2011
The Institute for National Security Studies October 2009 - June 2010
Praesidian Capital June 2008 - August 2008
Skills
Microsoft Office Suite, Microsoft Excel, Microsoft Office, Financial Modeling, Restructuring, Corporate Finance, Bankruptcy, Chapter 11, Corporate Law, Financial Analysis, Business Valuation
Education
University of Southern California - Marshall School of Business 2010 — 2014
MBA
University of Southern California Law School 2010 — 2014
JD
University of Southern California 2005 — 2009
BA, International Relations Global Business
Evercore August 2014 - Present
Evercore June 2013 - August 2013
Colony Capital May 2012 - August 2012
Cappello Capital Corp. August 2011 - November 2011
The Institute for National Security Studies October 2009 - June 2010
Praesidian Capital June 2008 - August 2008
Skills
Microsoft Office Suite, Microsoft Excel, Microsoft Office, Financial Modeling, Restructuring, Corporate Finance, Bankruptcy, Chapter 11, Corporate Law, Financial Analysis, Business Valuation
Education
University of Southern California - Marshall School of Business 2010 — 2014
MBA
University of Southern California Law School 2010 — 2014
JD
University of Southern California 2005 — 2009
BA, International Relations Global Business
Ethan Bohbot Ethan Bohbot's Cappello Capital Corp. Experience May 2012 - August 2012
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2014 - Present
Lazard May 2013 - July 2013
Focus Strategies Investment Bank October 2012 - December 2012
Cappello Capital Corp. May 2012 - August 2012
Real Time Resolutions, Inc. May 2011 - August 2011
Skills
Excel, PowerPoint, Access, SAS, Capital IQ, Bloomberg
Education
The University of Texas at Austin 2010 — 2014
Business Honors, Finance, and Economics
The Blackstone Group June 2014 - Present
Lazard May 2013 - July 2013
Focus Strategies Investment Bank October 2012 - December 2012
Cappello Capital Corp. May 2012 - August 2012
Real Time Resolutions, Inc. May 2011 - August 2011
Skills
Excel, PowerPoint, Access, SAS, Capital IQ, Bloomberg
Education
The University of Texas at Austin 2010 — 2014
Business Honors, Finance, and Economics
Ricky Ng, CPA's Cappello Capital Corp. Experience June 2011 - September 2011
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2012 - Present
Cappello Capital Corp. June 2011 - September 2011
Warner Bros November 2008 - May 2011
Ernst & Young June 2005 - November 2008
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of California, Los Angeles
Bachelor of Science, Business Economics/Accounting
Harris Williams & Co. July 2012 - Present
Cappello Capital Corp. June 2011 - September 2011
Warner Bros November 2008 - May 2011
Ernst & Young June 2005 - November 2008
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of California, Los Angeles
Bachelor of Science, Business Economics/Accounting
Rikinder Mahal Rikinder Mahal's Cappello Capital Corp. Experience September 2011 - December 2011
Job Teach for America Corps Member
Industry Education Management
Experience
La Joya Community High School June 2014 - Present
Protiviti July 2012 - April 2014
Cappello Capital Corp. September 2011 - December 2011
GPS Capital Markets, Inc. May 2011 - August 2011
Skills
Bloomberg Terminal, Portfolio Management, Investment Banking, Quantitative Analytics, Investments, Financial Modeling, Valuation, FX Options
Education
Pepperdine University 2008 — 2012
Bachelor of Science, Finance
Concord High
La Joya Community High School June 2014 - Present
Protiviti July 2012 - April 2014
Cappello Capital Corp. September 2011 - December 2011
GPS Capital Markets, Inc. May 2011 - August 2011
Skills
Bloomberg Terminal, Portfolio Management, Investment Banking, Quantitative Analytics, Investments, Financial Modeling, Valuation, FX Options
Education
Pepperdine University 2008 — 2012
Bachelor of Science, Finance
Concord High
Daniel Cullins's Cappello Capital Corp. Experience May 2011 - August 2011
Job Masters in Professional Accounting Student at University of Texas Austin
Industry Accounting
Experience
Cappello Capital Corp. May 2011 - August 2011
Sigma Alpha Epsilon March 2010 - May 2011
Accelerator Business Institute June 2010 - July 2010
Locke Lord Bissell & Liddell LLP May 2009 - July 2009
MCS Construction June 2007 - July 2008
Education
The University of Texas at Austin 2011 — 2012
Masters in Professional Accounting
Vanderbilt University 2007 — 2011
Cappello Capital Corp. May 2011 - August 2011
Sigma Alpha Epsilon March 2010 - May 2011
Accelerator Business Institute June 2010 - July 2010
Locke Lord Bissell & Liddell LLP May 2009 - July 2009
MCS Construction June 2007 - July 2008
Education
The University of Texas at Austin 2011 — 2012
Masters in Professional Accounting
Vanderbilt University 2007 — 2011
David Sooch David Sooch's Cappello Capital Corp. Experience April 2011 - August 2011
Job Business Analyst at Citrix
Industry Mechanical or Industrial Engineering
Experience
Citrix June 2014 - Present
Meijer May 2013 - August 2013
Greenling, Inc May 2012 - August 2012
Cappello Capital Corp April 2011 - August 2011
Uchi April 2010 - August 2010
Skills
Microsoft Office, Strategy, Business Development, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Microsoft Word, Matlab, Solidworks, Leadership, Teamwork
Education
University of Michigan 2010 — 2014
Bachelors of Science, Industrial and Operations Engineering
Citrix June 2014 - Present
Meijer May 2013 - August 2013
Greenling, Inc May 2012 - August 2012
Cappello Capital Corp April 2011 - August 2011
Uchi April 2010 - August 2010
Skills
Microsoft Office, Strategy, Business Development, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Microsoft Word, Matlab, Solidworks, Leadership, Teamwork
Education
University of Michigan 2010 — 2014
Bachelors of Science, Industrial and Operations Engineering
Aimeng Ji's Cappello Capital Corp. Experience August 2010 - December 2010
Job Business Planning Manager, HPS Market and Business Development at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard August 2015 - Present
Hewlett-Packard February 2014 - August 2015
KPMG US September 2012 - February 2014
KPMG January 2011 - March 2011
Cappello Capital Corp. August 2010 - December 2010
Wells Fargo Investments February 2010 - May 2010
Premier Realty June 2009 - September 2009
Skills
Financial Analysis, Valuation, Financial Accounting, Microsoft Excel, CPA, Accounting, Internal Controls, Internal Audit, Financial Risk, Data Analysis, Process Improvement
Education
The University of Texas at Austin 2011 — 2012
Master in Professional Accounting
The Chinese University of Hong Kong 2010 — 2010
Global Supply Chain Management
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Hewlett-Packard August 2015 - Present
Hewlett-Packard February 2014 - August 2015
KPMG US September 2012 - February 2014
KPMG January 2011 - March 2011
Cappello Capital Corp. August 2010 - December 2010
Wells Fargo Investments February 2010 - May 2010
Premier Realty June 2009 - September 2009
Skills
Financial Analysis, Valuation, Financial Accounting, Microsoft Excel, CPA, Accounting, Internal Controls, Internal Audit, Financial Risk, Data Analysis, Process Improvement
Education
The University of Texas at Austin 2011 — 2012
Master in Professional Accounting
The Chinese University of Hong Kong 2010 — 2010
Global Supply Chain Management
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Jared Stern's Cappello Capital Corp. Experience June 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
UCSC Economics Department April 2012 - June 2012
Skills
LaTeX, R, Capital IQ, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Accounting, Fundraising, Statistical Data..., Nonprofits, Social Media, Public Speaking, Economics, Finance, Financial Modeling, Investment Banking, Valuation
Education
University of California, Berkeley 2012 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz 2010 — 2012
Economics, Mathematics, General Education
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
UCSC Economics Department April 2012 - June 2012
Skills
LaTeX, R, Capital IQ, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Accounting, Fundraising, Statistical Data..., Nonprofits, Social Media, Public Speaking, Economics, Finance, Financial Modeling, Investment Banking, Valuation
Education
University of California, Berkeley 2012 — 2013
Bachelor of Arts (B.A.), Economics
University of California, Santa Cruz 2010 — 2012
Economics, Mathematics, General Education
Stephen Hsu's Cappello Capital Corp. Experience October 2005 - January 2007
Job Partner at Genoa Partners LLC
Industry Investment Banking
Experience
Genoa Partners LLC May 2015 - Present
BA Securities LLC March 2012 - Present
Objective Capital Partners April 2012 - May 2015
Pegasus Capital Group September 2008 - April 2011
Cappello Capital Corp. October 2005 - January 2007
UBS Investment Bank July 2004 - September 2005
Thomas Weisel Partners July 2003 - July 2004
Universal Studios October 2002 - April 2003
Lehman Brothers June 2001 - August 2002
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Investments, Investment Banking, Due Diligence, Business Strategy, Strategic Planning, Restructuring, Equities, LBO, Leveraged Finance, Business Planning, Financial Planning, Budgeting, Entrepreneurship, Venture Capital, Excel, Microsoft Office, Competitive Analysis, Fundraising, Bloomberg, Forecasting, Debt, Business Valuation, Research, Negotiation, Management Consulting, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Budgets
Education
Duke University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Duke University 1997 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Genoa Partners LLC May 2015 - Present
BA Securities LLC March 2012 - Present
Objective Capital Partners April 2012 - May 2015
Pegasus Capital Group September 2008 - April 2011
Cappello Capital Corp. October 2005 - January 2007
UBS Investment Bank July 2004 - September 2005
Thomas Weisel Partners July 2003 - July 2004
Universal Studios October 2002 - April 2003
Lehman Brothers June 2001 - August 2002
Skills
Financial Modeling, Valuation, Mergers, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Investments, Investment Banking, Due Diligence, Business Strategy, Strategic Planning, Restructuring, Equities, LBO, Leveraged Finance, Business Planning, Financial Planning, Budgeting, Entrepreneurship, Venture Capital, Excel, Microsoft Office, Competitive Analysis, Fundraising, Bloomberg, Forecasting, Debt, Business Valuation, Research, Negotiation, Management Consulting, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Budgets
Education
Duke University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Duke University 1997 — 2001
Bachelor of Science (B.S.), Business/Managerial Economics
Edward Youn's Cappello Capital Corp. Experience June 2012 - August 2012
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2014 - Present
JMI Equity September 2012 - June 2014
Citi June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
Skills
Entrepreneurship, Leadership, Mergers & Acquisitions, Public Speaking, Research, Investments, Stata, Economics, Financial Modeling, Data Analysis, Equities, Microsoft Excel
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Joint Mathematics/Economics
Citi June 2014 - Present
JMI Equity September 2012 - June 2014
Citi June 2013 - August 2013
Cappello Capital Corp. June 2012 - August 2012
Skills
Entrepreneurship, Leadership, Mergers & Acquisitions, Public Speaking, Research, Investments, Stata, Economics, Financial Modeling, Data Analysis, Equities, Microsoft Excel
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (BS), Joint Mathematics/Economics
Adam Gallen Adam Gallen's Cappello Capital Corp. Experience November 2011 - May 2012
Job Director at Gruppo, Levey & Co.
Industry Investment Banking
Experience
Gruppo, Levey & Co. February 2013 - Present
Gruppo, Levey & Co. June 2012 - January 2013
Cappello Capital Corp. November 2011 - May 2012
Self Employed November 2009 - October 2011
Financo, Inc. August 2007 - November 2009
Jefferies & Company June 2004 - December 2006
Gruppo, Levey & Co. October 2000 - June 2004
Deutsche Bank June 1999 - September 2000
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Duke University 1995 — 1999
BA, Economics and Certificate in Markets and Management Studies
Gruppo, Levey & Co. February 2013 - Present
Gruppo, Levey & Co. June 2012 - January 2013
Cappello Capital Corp. November 2011 - May 2012
Self Employed November 2009 - October 2011
Financo, Inc. August 2007 - November 2009
Jefferies & Company June 2004 - December 2006
Gruppo, Levey & Co. October 2000 - June 2004
Deutsche Bank June 1999 - September 2000
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Duke University 1995 — 1999
BA, Economics and Certificate in Markets and Management Studies
Teddy Saltzstein Teddy Saltzstein's Cappello Capital Corp. Experience August 2011 - December 2011
Job Analyst at Rosewood Private Investments
Industry Venture Capital & Private Equity
Experience
Rosewood Private Investments July 2015 - Present
Deloitte October 2013 - May 2015
CapitalSpring June 2012 - August 2012
Liberty Park Capital February 2012 - June 2012
Cappello Capital Corp. August 2011 - December 2011
Buzzstream May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Mergers & Acquisitions, Equities, Private Equity, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Masters In Professional Accounting, Finance Minor
Winston Churchill High School 2005 — 2008
Rosewood Private Investments July 2015 - Present
Deloitte October 2013 - May 2015
CapitalSpring June 2012 - August 2012
Liberty Park Capital February 2012 - June 2012
Cappello Capital Corp. August 2011 - December 2011
Buzzstream May 2010 - August 2010
Merrill Lynch Investment Managers May 2008 - August 2008
Skills
Mergers & Acquisitions, Equities, Private Equity, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Masters In Professional Accounting, Finance Minor
Winston Churchill High School 2005 — 2008
Eric Hauser Eric Hauser's Cappello Capital Corp. Experience May 2013 - August 2013
Job Financial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance April 2015 - Present
Hauser Private Equity September 2013 - Present
St. Cloud Capital June 2014 - August 2014
Cappello Capital Corp. May 2013 - August 2013
The O'Gara Group May 2012 - September 2012
Skills
Financial Analysis, Leadership, Private Equity, Risk Management, Finance, Credit Risk, Financial Modeling, Spanish, Cash Flow Lending, Investment Banking, Political Science, Cash Flow Forecasting, PowerPoint, Credit Analysis, Valuation, Unsecured Loans, Mergers & Acquisitions, Asset Based Finance
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Bachelor's Degree, Finance and International Business
Crespi Carmelite High School 2010 — 2012
Wells Fargo Capital Finance April 2015 - Present
Hauser Private Equity September 2013 - Present
St. Cloud Capital June 2014 - August 2014
Cappello Capital Corp. May 2013 - August 2013
The O'Gara Group May 2012 - September 2012
Skills
Financial Analysis, Leadership, Private Equity, Risk Management, Finance, Credit Risk, Financial Modeling, Spanish, Cash Flow Lending, Investment Banking, Political Science, Cash Flow Forecasting, PowerPoint, Credit Analysis, Valuation, Unsecured Loans, Mergers & Acquisitions, Asset Based Finance
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Bachelor's Degree, Finance and International Business
Crespi Carmelite High School 2010 — 2012
Aly Chandwany Aly Chandwany's Cappello Capital Corp. Experience May 2008 - September 2008
Job Market Development Consultant at Dell
Industry Internet
Experience
Dell November 2014 - Present
Hotels.com - an Expedia Inc. Brand November 2013 - November 2014
Idera Software December 2012 - November 2013
Adlucent February 2012 - July 2012
Adlucent July 2009 - February 2012
Cappello Capital Corp. May 2008 - September 2008
Skills
SEM, PPC Bid Management, PPC, E-commerce, E-commerce Consulting, Analytics, Digital Marketing, Marketing Analytics, Online Marketing..., Digital Marketing..., Marketing Strategy, Social Media Marketing, Marketing Research, Financial Analysis, Strategic Financial..., Online Advertising, Search Advertising, Yahoo Search Marketing, MSN AdCenter, Google Adwords, Google Analytics, Google Adwords..., Interactive Advertising, Advertising Research, Product Analysis, Product Marketing, Multi-channel Retail, Retail Marketing, Online Retail, Web Analytics
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Marketing, Accounting
The University of Texas at Austin
Dell November 2014 - Present
Hotels.com - an Expedia Inc. Brand November 2013 - November 2014
Idera Software December 2012 - November 2013
Adlucent February 2012 - July 2012
Adlucent July 2009 - February 2012
Cappello Capital Corp. May 2008 - September 2008
Skills
SEM, PPC Bid Management, PPC, E-commerce, E-commerce Consulting, Analytics, Digital Marketing, Marketing Analytics, Online Marketing..., Digital Marketing..., Marketing Strategy, Social Media Marketing, Marketing Research, Financial Analysis, Strategic Financial..., Online Advertising, Search Advertising, Yahoo Search Marketing, MSN AdCenter, Google Adwords, Google Analytics, Google Adwords..., Interactive Advertising, Advertising Research, Product Analysis, Product Marketing, Multi-channel Retail, Retail Marketing, Online Retail, Web Analytics
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Marketing, Accounting
The University of Texas at Austin
Mike Xhaxho Mike Xhaxho's Cappello Capital Corp. Experience May 2011 - August 2011
Job CoFounder at Flexter
Industry Health, Wellness and Fitness
Experience
Flexter September 2013 - Present
Citi July 2012 - September 2013
Cappello Capital Corp. May 2011 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor's Degree, Finance/ Accounting Minor, Finance GPA: 3.9
Flexter September 2013 - Present
Citi July 2012 - September 2013
Cappello Capital Corp. May 2011 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor's Degree, Finance/ Accounting Minor, Finance GPA: 3.9
Sonya Soro Sonya Soro's Cappello Capital Corp. Experience March 2012 - August 2012
Job Senior Financial Analyst at OneWest Bank
Industry Commercial Real Estate
Experience
OneWest Bank November 2014 - Present
iStar Financial June 2013 - October 2014
Cappello Capital Corp. March 2012 - August 2012
Iinterpret Inc. December 2011 - January 2012
Marcus & Millichap 2011 - 2012
Harvard Medical School June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Capital IQ, Microsoft Word, Financial Analysis, Research, Business Development, Data Analysis, Finance, Microsoft Office, Valuation, Financial Modeling
Education
UCLA 2008 — 2013
Political Science, International Relations
Mountain pointe
Mountain pointe
Palo Alto High School
OneWest Bank November 2014 - Present
iStar Financial June 2013 - October 2014
Cappello Capital Corp. March 2012 - August 2012
Iinterpret Inc. December 2011 - January 2012
Marcus & Millichap 2011 - 2012
Harvard Medical School June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Capital IQ, Microsoft Word, Financial Analysis, Research, Business Development, Data Analysis, Finance, Microsoft Office, Valuation, Financial Modeling
Education
UCLA 2008 — 2013
Political Science, International Relations
Mountain pointe
Mountain pointe
Palo Alto High School
Kaja Stepnowska Kaja Stepnowska's Cappello Capital Corp. Experience June 2010 - August 2010
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Cappello Capital Corp. June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
BRE Bank June 2009 - June 2009
Mercedes-Benz July 2008 - July 2008
Morgan Stanley April 2008 - April 2008
Citigroup April 2008 - April 2008
Skills
Financial Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Capital Markets, Due Diligence, Finance, Economics
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
BBA, Finance
University of Richmond - Robins School of Business 2008 — 2009
Exchange Program, Accounting & Finance
University of Warwick - Warwick Business School 2007 — 2008
BSc, Accounting and Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch July 2011 - June 2014
Cappello Capital Corp. June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
BRE Bank June 2009 - June 2009
Mercedes-Benz July 2008 - July 2008
Morgan Stanley April 2008 - April 2008
Citigroup April 2008 - April 2008
Skills
Financial Analysis, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Capital Markets, Due Diligence, Finance, Economics
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
BBA, Finance
University of Richmond - Robins School of Business 2008 — 2009
Exchange Program, Accounting & Finance
University of Warwick - Warwick Business School 2007 — 2008
BSc, Accounting and Finance
Peter Suberlak's Cappello Capital Corp. Experience July 2009 - September 2009
Job Private Equity Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Cappello Capital Corp. July 2009 - September 2009
Gemini Partners January 2009 - May 2009
FD January 2008 - January 2009
Intellectual Capital Associates 2009 - 2009
Smith Barney September 2008 - December 2008
VCOM Solutions June 2008 - September 2008
Skills
Leveraged Finance, Financial Modeling, Private Equity, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Financial Reporting, Accounting, Business Strategy, Finance, Investment Banking
Education
University of California, Los Angeles 2007 — 2011
BA
Oaktree Capital Management July 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Cappello Capital Corp. July 2009 - September 2009
Gemini Partners January 2009 - May 2009
FD January 2008 - January 2009
Intellectual Capital Associates 2009 - 2009
Smith Barney September 2008 - December 2008
VCOM Solutions June 2008 - September 2008
Skills
Leveraged Finance, Financial Modeling, Private Equity, Valuation, Financial Analysis, Data Analysis, Corporate Finance, Venture Capital, Capital Markets, Financial Reporting, Accounting, Business Strategy, Finance, Investment Banking
Education
University of California, Los Angeles 2007 — 2011
BA
Adam Zacuto's Cappello Capital Corp. Experience May 2011 - August 2011
Job Associate at Century Park Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Park Capital Partners August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Cappello Capital Corp. May 2011 - August 2011
Education
University of Southern California 2008 — 2012
Century Park Capital Partners August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Cappello Capital Corp. May 2011 - August 2011
Education
University of Southern California 2008 — 2012
Kevin Ur Kevin Ur's Cappello Capital Corp. Experience March 2010 - August 2010
Job FRG Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - August 2011
Cappello Capital Corp. March 2010 - August 2010
Education
University of California, Los Angeles 2007 — 2012
B.A., Business Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - August 2011
Cappello Capital Corp. March 2010 - August 2010
Education
University of California, Los Angeles 2007 — 2012
B.A., Business Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business
Ryan Pang Ryan Pang's Cappello Capital Corp. Experience September 2012 - December 2012
Job Investment Banking Analyst at Tudor, Pickering, Holt & Co.
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. July 2014 - Present
Barclays June 2013 - August 2013
Cappello Capital Corp. September 2012 - December 2012
Caterpillar Inc. July 2012 - August 2012
Silicon Laboratories September 2011 - November 2011
Gatsby Capital June 2011 - August 2011
Silicon Laboratories April 2011 - August 2011
Skills
C, Embedded Systems, VHDL, Debugging, C++, Visual Basic, Java, Microsoft Excel, Capital IQ, @Risk, Financial Modeling, Valuation, PowerPoint, Microsoft Word, Corporate Finance, Equity Research
Education
The University of Texas at Austin 2010 — 2014
BS, Electrical Engineering
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Business Honors, Finance
University of Economics in Prague 2012 — 2012
Tudor, Pickering, Holt & Co. July 2014 - Present
Barclays June 2013 - August 2013
Cappello Capital Corp. September 2012 - December 2012
Caterpillar Inc. July 2012 - August 2012
Silicon Laboratories September 2011 - November 2011
Gatsby Capital June 2011 - August 2011
Silicon Laboratories April 2011 - August 2011
Skills
C, Embedded Systems, VHDL, Debugging, C++, Visual Basic, Java, Microsoft Excel, Capital IQ, @Risk, Financial Modeling, Valuation, PowerPoint, Microsoft Word, Corporate Finance, Equity Research
Education
The University of Texas at Austin 2010 — 2014
BS, Electrical Engineering
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
BBA, Business Honors, Finance
University of Economics in Prague 2012 — 2012
Josh Hyatt's Cappello Capital Corp. Experience September 2012 - December 2012
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Cappello Capital Corp. September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Development, Public Speaking, Financial Analysis, VBA, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Langley High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Cappello Capital Corp. September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Development, Public Speaking, Financial Analysis, VBA, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Langley High School 2006 — 2010
Kyle Messman's Cappello Capital Corp. Experience June 2004 - August 2005
Job
Industry Computer Software
Experience
Telogis October 2008 - Present
International Rectifier August 2005 - September 2008
Cappello Capital Corp. June 2004 - August 2005
Novell Technology Capital 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Financial Modeling, Mergers, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Corporate Development, Venture Capital, Private Equity, M&A experience, Strategic Financial..., Forecasting, Management, Portfolio Management, Mergers & Acquisitions, Investment Banking, SaaS, Finance, Strategy, Executive Management, Investments, Financial Planning
Education
Graziadio School of Business, Pepperdine University 2002 — 2004
MBA, Finance
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance, Entrepreneurial Management
Telogis October 2008 - Present
International Rectifier August 2005 - September 2008
Cappello Capital Corp. June 2004 - August 2005
Novell Technology Capital 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Financial Modeling, Mergers, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Corporate Development, Venture Capital, Private Equity, M&A experience, Strategic Financial..., Forecasting, Management, Portfolio Management, Mergers & Acquisitions, Investment Banking, SaaS, Finance, Strategy, Executive Management, Investments, Financial Planning
Education
Graziadio School of Business, Pepperdine University 2002 — 2004
MBA, Finance
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance, Entrepreneurial Management
Nkem Ogbechie's Cappello Capital Corp. Experience October 2007 - April 2011
Job Amgen Director of Corporate Development
Industry Biotechnology
Experience
Amgen April 2011 - Present
Cappello Capital Corp. October 2007 - April 2011
Goldman Sachs August 2005 - August 2007
Goldman Sachs August 2003 - August 2005
Skills
Private Equity, Valuation, Mergers, Financial Modeling, Corporate Development, Investments, Management, Portfolio Management, Mergers & Acquisitions, Investment Banking, Restructuring, Business Strategy, Cross-functional Team..., Leadership, Strategic Planning, Strategy, Banking, Due Diligence, Equities, Financial Analysis, Finance, Hedge Funds, Management Consulting, Joint Ventures, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2001 — 2003
MBA, Finance and Healthcare Management
Stanford University 1996 — 2000
BA, Human Biology
Amgen April 2011 - Present
Cappello Capital Corp. October 2007 - April 2011
Goldman Sachs August 2005 - August 2007
Goldman Sachs August 2003 - August 2005
Skills
Private Equity, Valuation, Mergers, Financial Modeling, Corporate Development, Investments, Management, Portfolio Management, Mergers & Acquisitions, Investment Banking, Restructuring, Business Strategy, Cross-functional Team..., Leadership, Strategic Planning, Strategy, Banking, Due Diligence, Equities, Financial Analysis, Finance, Hedge Funds, Management Consulting, Joint Ventures, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2001 — 2003
MBA, Finance and Healthcare Management
Stanford University 1996 — 2000
BA, Human Biology
Aneal Tenjarla's Cappello Capital Corp. Experience August 2008 - December 2008
Job Senior Analyst at Surveyor (Citadel)
Industry Financial Services
Experience
Surveyor Capital (Citadel) September 2014 - Present
SAC Capital January 2012 - August 2014
Greenhill & Co. June 2010 - January 2012
Credit Suisse June 2009 - August 2009
Cappello Capital Corp. August 2008 - December 2008
Education
The University of Texas at Austin 2006 — 2010
Surveyor Capital (Citadel) September 2014 - Present
SAC Capital January 2012 - August 2014
Greenhill & Co. June 2010 - January 2012
Credit Suisse June 2009 - August 2009
Cappello Capital Corp. August 2008 - December 2008
Education
The University of Texas at Austin 2006 — 2010
David Losito's Cappello Capital Corp. Experience 2011 - Present
Job Managing Director at Cappello Capital Corp.
Industry Banking
Experience
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Cappello Capital Corp. 2011 - Present
Jefferies & Company 1992 - 2010
Drexel Burnham Lambert 1985 - 1990
Coopers & Lybrand 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Real Estate
Boston College 1976 — 1980
BS, Accounting
Frank F. Yang's Cappello Capital Corp. Experience 2009 - 2009
Job Associate at Jones Energy
Industry Oil & Energy
Experience
Jones Energy, Ltd. August 2013 - Present
Citigroup July 2010 - June 2013
Cappello Capital Corp. 2009 - 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Jones Energy, Ltd. August 2013 - Present
Citigroup July 2010 - June 2013
Cappello Capital Corp. 2009 - 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Andrew Mun's Cappello Capital Corp. Experience May 2007 - June 2011
Job Partner, Pulmuone Principal Investments
Industry Food & Beverages
Experience
Pulmuone Principal Investments July 2013 - Present
Pulmuone Foods / Monterey Gourmet Foods / Wildwood Natural July 2011 - July 2013
Cappello Capital Corp. May 2007 - June 2011
UBS, Houlihan Lokey, Lehman Brothers, PaineWebber Incorporated June 1995 - May 2007
Skills
Mergers, Venture Capital, Forecasting, Private Equity, Cost Accounting, Corporate Finance, Financial Modeling, Strategic Planning, Accounting, Valuation, Business Strategy, Due Diligence, Mergers & Acquisitions, Investment Banking, Strategy, Corporate Development, Restructuring, Capital Markets, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Georgetown University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, Finance & Economics
Pulmuone Principal Investments July 2013 - Present
Pulmuone Foods / Monterey Gourmet Foods / Wildwood Natural July 2011 - July 2013
Cappello Capital Corp. May 2007 - June 2011
UBS, Houlihan Lokey, Lehman Brothers, PaineWebber Incorporated June 1995 - May 2007
Skills
Mergers, Venture Capital, Forecasting, Private Equity, Cost Accounting, Corporate Finance, Financial Modeling, Strategic Planning, Accounting, Valuation, Business Strategy, Due Diligence, Mergers & Acquisitions, Investment Banking, Strategy, Corporate Development, Restructuring, Capital Markets, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Georgetown University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, Finance & Economics
Akari Namba's Cappello Capital Corp. Experience June 2009 - September 2009
Job Controller at The Palisades Group
Industry Higher Education
Experience
The Palisades Group May 2014 - Present
Deloitte & Touche August 2013 - March 2014
Deloitte & Touche August 2011 - August 2013
Union Bank November 2010 - June 2011
CAPPELLO CAPITAL CORP. June 2009 - September 2009
Citigroup September 2007 - August 2009
Ernst & Young August 2004 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Due Diligence, Accounting, Mergers, Auditing, Finance, Financial Accounting, Analysis, Financial Audits
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
The Palisades Group May 2014 - Present
Deloitte & Touche August 2013 - March 2014
Deloitte & Touche August 2011 - August 2013
Union Bank November 2010 - June 2011
CAPPELLO CAPITAL CORP. June 2009 - September 2009
Citigroup September 2007 - August 2009
Ernst & Young August 2004 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Due Diligence, Accounting, Mergers, Auditing, Finance, Financial Accounting, Analysis, Financial Audits
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Business
University of California, Santa Cruz 2000 — 2004
BA, Business Management Economics
Ryan Powers's Cappello Capital Corp. Experience December 2010 - August 2012
Job Vice President at Probitas Partners
Industry Venture Capital & Private Equity
Experience
Probitas Partners August 2012 - Present
Cappello Capital Corp. December 2010 - August 2012
The Salter Group May 2011 - July 2011
Cisco Systems, Inc June 2010 - August 2010
Winzler and Kelly Consulting Engineers November 2007 - May 2009
Carlenzoli and Associates July 2004 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Visual Basic, Equity Trading, Excel Models
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, Davis 2000 — 2004
BS, Civil Engineering
Probitas Partners August 2012 - Present
Cappello Capital Corp. December 2010 - August 2012
The Salter Group May 2011 - July 2011
Cisco Systems, Inc June 2010 - August 2010
Winzler and Kelly Consulting Engineers November 2007 - May 2009
Carlenzoli and Associates July 2004 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Visual Basic, Equity Trading, Excel Models
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, Davis 2000 — 2004
BS, Civil Engineering
Fauzul Lakhani's Cappello Capital Corp. Experience June 2009 - August 2009
Job Associate at Riverstone Holdings LLC
Industry Financial Services
Experience
Riverstone Holdings LLC July 2012 - Present
Credit Suisse March 2010 - June 2012
Cappello Capital Corp. June 2009 - August 2009
Skills
Financial Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Due Diligence, Alternative Investments, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin
Riverstone Holdings LLC July 2012 - Present
Credit Suisse March 2010 - June 2012
Cappello Capital Corp. June 2009 - August 2009
Skills
Financial Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Due Diligence, Alternative Investments, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY