Houlihan Capital
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Houlihan Capital Employees
Employee
Years
Job
Industry
Ben Amidon Ben Amidon's Houlihan Capital Experience December 2009 - June 2011
Job CPA
Industry Accounting
Experience
Riveron Consulting December 2013 - Present
BDO USA, LLP June 2011 - April 2013
Houlihan Capital December 2009 - June 2011
Pfingsten Partners, L.L.C. July 2008 - October 2008
Crowe Chizek and Company LLC August 2004 - July 2008
American Express Tax & Business Services 2002 - 2004
Skills
Investment Banking, CPA, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Private Equity, Business Valuation, Financial Reporting, Mergers & Acquisitions, Accounting, Internal Controls, GAAP, US GAAP, Auditing
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor of Science (BS), Accounting
Riveron Consulting December 2013 - Present
BDO USA, LLP June 2011 - April 2013
Houlihan Capital December 2009 - June 2011
Pfingsten Partners, L.L.C. July 2008 - October 2008
Crowe Chizek and Company LLC August 2004 - July 2008
American Express Tax & Business Services 2002 - 2004
Skills
Investment Banking, CPA, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Private Equity, Business Valuation, Financial Reporting, Mergers & Acquisitions, Accounting, Internal Controls, GAAP, US GAAP, Auditing
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor of Science (BS), Accounting
Chris Lipp Chris Lipp's Houlihan Capital Experience June 2013 - July 2014
Job Sales Analyst at CBRE
Industry Financial Services
Experience
CBRE April 2015 - Present
Proprietary Options Fund January 2012 - April 2015
Houlihan Capital June 2013 - July 2014
CandidKitchen.com August 2009 - May 2014
Vector Marketing May 2010 - August 2010
Legal & General Investment Management America June 2008 - July 2008
Terlato Wines International June 2006 - July 2006
Terlato Wines International June 2005 - July 2005
Terlato Wines International June 2004 - July 2004
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Post Baccalaureate Finance Program
Tulane University 2007 — 2012
Bachelor of Arts (B.A.), History
Deerfield Academy 2003 — 2007
High School
CBRE April 2015 - Present
Proprietary Options Fund January 2012 - April 2015
Houlihan Capital June 2013 - July 2014
CandidKitchen.com August 2009 - May 2014
Vector Marketing May 2010 - August 2010
Legal & General Investment Management America June 2008 - July 2008
Terlato Wines International June 2006 - July 2006
Terlato Wines International June 2005 - July 2005
Terlato Wines International June 2004 - July 2004
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Post Baccalaureate Finance Program
Tulane University 2007 — 2012
Bachelor of Arts (B.A.), History
Deerfield Academy 2003 — 2007
High School
Chelsea Li Chelsea Li's Houlihan Capital Experience June 2014 - August 2014
Job IUB(Degree Expected May 2015) •Statistics/Mathematics Student• Data Researcher intern at Houlihan Capital
Industry Financial Services
Experience
Houlihan Capital June 2014 - August 2014
The Information Technology Architect Corporation June 2013 - August 2013
INPIRG in Indiana University Bloomington September 2012 - December 2012
HSBC May 2012 - July 2012
Skills
R, Statistical Modeling, Statistics, Data Mining, Time Series Analysis, Machine Learning, Data Analysis, Research, Salesforce.com, Marketing, Analysis
Education
Indiana University - Bloomington 2012 — 2015
Bachelor's, Statistics/Mathematics
Indiana University Bloomington 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mathematics and Statistics
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Mathematics and Statistics
internshipdesk
Houlihan Capital June 2014 - August 2014
The Information Technology Architect Corporation June 2013 - August 2013
INPIRG in Indiana University Bloomington September 2012 - December 2012
HSBC May 2012 - July 2012
Skills
R, Statistical Modeling, Statistics, Data Mining, Time Series Analysis, Machine Learning, Data Analysis, Research, Salesforce.com, Marketing, Analysis
Education
Indiana University - Bloomington 2012 — 2015
Bachelor's, Statistics/Mathematics
Indiana University Bloomington 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Mathematics and Statistics
Indiana University Bloomington 2011 — 2015
Bachelor's Degree, Mathematics and Statistics
internshipdesk
Sergio Zepeda Sergio Zepeda's Houlihan Capital Experience January 2010 - December 2010
Job Director at Z Capital Partners, L.L.C.
Industry Venture Capital & Private Equity
Experience
Z Capital Partners, L.L.C. June 2014 - Present
Prospect Capital Management June 2012 - May 2014
TPG Credit Management June 2011 - September 2011
Longreach Capital February 2010 - December 2010
Houlihan Capital January 2010 - December 2010
RTC Great Lakes June 2007 - August 2010
ST2 January 2005 - June 2007
ST1 October 2000 - January 2005
Skills
Financial Modeling, Valuation, DCF, Private Equity, Investment Banking, Due Diligence, LBO, Corporate Finance, Financial Analysis, Capital IQ, Bloomberg, Business Valuation, Mergers, Portfolio Management, Investments, Strategy, Credit, Capital, Venture Capital, Capital Markets, Corporate Development, Mezzanine, Alternative Investments, Leveraged Finance, Financial Advisory, Equity Research, Mergers & Acquisitions, Hedge Funds, Emerging Markets, Equities, Financial Structuring, Structured Finance, Restructuring
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Entrepreneurship
DePaul University 2008 — 2010
Bachelors, Finance
Z Capital Partners, L.L.C. June 2014 - Present
Prospect Capital Management June 2012 - May 2014
TPG Credit Management June 2011 - September 2011
Longreach Capital February 2010 - December 2010
Houlihan Capital January 2010 - December 2010
RTC Great Lakes June 2007 - August 2010
ST2 January 2005 - June 2007
ST1 October 2000 - January 2005
Skills
Financial Modeling, Valuation, DCF, Private Equity, Investment Banking, Due Diligence, LBO, Corporate Finance, Financial Analysis, Capital IQ, Bloomberg, Business Valuation, Mergers, Portfolio Management, Investments, Strategy, Credit, Capital, Venture Capital, Capital Markets, Corporate Development, Mezzanine, Alternative Investments, Leveraged Finance, Financial Advisory, Equity Research, Mergers & Acquisitions, Hedge Funds, Emerging Markets, Equities, Financial Structuring, Structured Finance, Restructuring
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Entrepreneurship
DePaul University 2008 — 2010
Bachelors, Finance
Jesse Rivera's Houlihan Capital Experience 2009 - 2009
Job Credit Analyst
Industry Banking
Experience
Wintrust Financial Corporation July 2015 - Present
TCF Bank December 2013 - July 2015
TCF Bank February 2011 - November 2013
Houlihan Capital 2009 - 2009
Skills
Retail Banking, Small Business Lending, Consumer Lending, Lines Of Credit, Commercial Banking, Branch Management, Loans, Finance, Investment Banking, Banking, Branch Banking, Deposits, Training, Relationship Management, Bank Secrecy Act, SBA, Performance Management, Lean Tools, Lean Management, Customer Service, Leadership, Management, Microsoft Office, Microsoft Word
Education
Northern Illinois University
Bachelor of Science (B.S.), Finance
Wintrust Financial Corporation July 2015 - Present
TCF Bank December 2013 - July 2015
TCF Bank February 2011 - November 2013
Houlihan Capital 2009 - 2009
Skills
Retail Banking, Small Business Lending, Consumer Lending, Lines Of Credit, Commercial Banking, Branch Management, Loans, Finance, Investment Banking, Banking, Branch Banking, Deposits, Training, Relationship Management, Bank Secrecy Act, SBA, Performance Management, Lean Tools, Lean Management, Customer Service, Leadership, Management, Microsoft Office, Microsoft Word
Education
Northern Illinois University
Bachelor of Science (B.S.), Finance
Peter Glick's Houlihan Capital Experience January 2013 - June 2014
Job VPPublic Finance Relationship Management at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2014 - Present
Houlihan Capital January 2013 - June 2014
PGG Consulting 2011 - December 2012
Wells Fargo 2008 - 2011
LaSalle Financial Services, Inc. (afillate of LaSalle Bank) September 1995 - November 2007
ABN AMRO/LaSalle Bank 1995 - 2007
Skills
Debt Structuring, Debt Management, Credit Analysis, Municipal, Government Liaison, Bonds, Deal Structuring, Deal Execution, Deal Closing, Real Estate Finance, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Project Finance, Securitization, Tax Increment Financing, Economic Development, Community Economic..., Multi-family, Privatization, Cross Selling, Cross-border..., Tax Credits, Direct Sales, Municipalities, Series 7, Series 63, Series 52, Series 53, Financial Structuring, Real Estate Economics, CRM, Commercial Lending, Private Equity, Negotiation, Real Estate, Capital Markets, Portfolio Management, Debt Restructuring, Deal Closure, Loan Origination, Structured Finance, Loans, FINRA, Securities, Due Diligence, Credit, Valuation, Investment Banking, Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/International Business
American University 1982 — 1986
BA, Economics, Minor International Relations
Latin School of Chicago
Moody's Investors Service July 2014 - Present
Houlihan Capital January 2013 - June 2014
PGG Consulting 2011 - December 2012
Wells Fargo 2008 - 2011
LaSalle Financial Services, Inc. (afillate of LaSalle Bank) September 1995 - November 2007
ABN AMRO/LaSalle Bank 1995 - 2007
Skills
Debt Structuring, Debt Management, Credit Analysis, Municipal, Government Liaison, Bonds, Deal Structuring, Deal Execution, Deal Closing, Real Estate Finance, Real Estate Development, Real Estate Transactions, Real Estate Negotiation, Project Finance, Securitization, Tax Increment Financing, Economic Development, Community Economic..., Multi-family, Privatization, Cross Selling, Cross-border..., Tax Credits, Direct Sales, Municipalities, Series 7, Series 63, Series 52, Series 53, Financial Structuring, Real Estate Economics, CRM, Commercial Lending, Private Equity, Negotiation, Real Estate, Capital Markets, Portfolio Management, Debt Restructuring, Deal Closure, Loan Origination, Structured Finance, Loans, FINRA, Securities, Due Diligence, Credit, Valuation, Investment Banking, Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/International Business
American University 1982 — 1986
BA, Economics, Minor International Relations
Latin School of Chicago
Lingxu Li's Houlihan Capital Experience July 2014 - Present
Job Investment Banking Analyst at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital July 2014 - Present
Purdue University Earhart Dinning Court August 2013 - May 2014
Agricultural Bank of China July 2012 - August 2012
Rainfine Irrigation Company May 2012 - June 2012
Yuanfang Alfafa LLC. May 2011 - June 2011
Skills
Social Networking, Communication, Time Management, Management, Problem Solving, Teamwork, Data Analysis, Critical Thinking, Customer Satisfaction, Finance, Highly detail oriented, Highly self-motivated, Accounting, Market Research, DCF, Mergers & Acquisitions, Capital Markets, Investment Banking, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Houlihan Capital July 2014 - Present
Purdue University Earhart Dinning Court August 2013 - May 2014
Agricultural Bank of China July 2012 - August 2012
Rainfine Irrigation Company May 2012 - June 2012
Yuanfang Alfafa LLC. May 2011 - June 2011
Skills
Social Networking, Communication, Time Management, Management, Problem Solving, Teamwork, Data Analysis, Critical Thinking, Customer Satisfaction, Finance, Highly detail oriented, Highly self-motivated, Accounting, Market Research, DCF, Mergers & Acquisitions, Capital Markets, Investment Banking, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Michal Bobek's Houlihan Capital Experience April 2015 - Present
Job Junior Associate Intern at Houlihan Capital
Industry Investment Banking
Experience
Dominican University August 2015 - Present
Houlihan Capital April 2015 - Present
Dominican University August 2014 - Present
Dominican University August 2013 - Present
Houlihan Capital May 2014 - April 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Microsoft Office, Teamwork, Leadership, Report Writing, Data Analysis, Strategic Planning, Social Media, Public Speaking, Time Management, Customer Service
Education
Dominican University 2012 — 2016
Bachelor's Degree, Economics and Finance, Minor: Accounting, Junior
Victor J. Andrew High School 2008 — 2012
High School
Dominican University August 2015 - Present
Houlihan Capital April 2015 - Present
Dominican University August 2014 - Present
Dominican University August 2013 - Present
Houlihan Capital May 2014 - April 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Microsoft Office, Teamwork, Leadership, Report Writing, Data Analysis, Strategic Planning, Social Media, Public Speaking, Time Management, Customer Service
Education
Dominican University 2012 — 2016
Bachelor's Degree, Economics and Finance, Minor: Accounting, Junior
Victor J. Andrew High School 2008 — 2012
High School
Ding Zheng Ding Zheng's Houlihan Capital Experience June 2014 - August 2014
Job Interns at Houlihan Capital in Chicago. Financial major.
Industry Financial Services
Experience
Transamerica July 2014 - Present
Houlihan Capital June 2014 - August 2014
Volunteer Income Tax Assistance(VITA) January 2014 - March 2014
China Life Insurance Co.Ltd June 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Insurance, Finance, Valuation, Investments, Teamwork, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Bloomberg, Banking, Actuarial Science
Education
University of Nebraska-Lincoln 2014 — 2016
Master's Degree, Actuarial Science
University of Nebraska-Lincoln 2009 — 2014
Bachelor's degree, Finance, General
University of Oxford 2013 — 2013
Economics
Transamerica July 2014 - Present
Houlihan Capital June 2014 - August 2014
Volunteer Income Tax Assistance(VITA) January 2014 - March 2014
China Life Insurance Co.Ltd June 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Insurance, Finance, Valuation, Investments, Teamwork, Portfolio Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Bloomberg, Banking, Actuarial Science
Education
University of Nebraska-Lincoln 2014 — 2016
Master's Degree, Actuarial Science
University of Nebraska-Lincoln 2009 — 2014
Bachelor's degree, Finance, General
University of Oxford 2013 — 2013
Economics
Tynisia Edwards Tynisia Edwards's Houlihan Capital Experience July 2006 - December 2006
Job Success is 99 failed attempts and 1 divine opportunity.
Industry Real Estate
Experience
Yp. com September 2014 - April 2015
Lauth Investigations International March 2013 - December 2014
Citi April 2012 - December 2013
Citi December 2011 - April 2012
Wells Fargo Home Mortgage August 2009 - March 2011
Kinecta Federal Credit Union March 2010 - October 2010
Consumer Resource Network August 2008 - August 2009
Seccion Amarilla Inc January 2008 - July 2008
Universal American Financial Corp.-Today’s Health Division June 2007 - December 2007
Houlihan Capital July 2006 - December 2006
Skills
Microsoft Excel, Microsoft Office 2007, Sales Presentations, Recruitment Advertising, Advertising Sales, Public Relations, Mortgage Servicing, Mortgage Lending, Teaching, Banking, Loan Servicing, Finance, Risk Management, Loss Mitigation, Refinance, Training, Credit Analysis, Default, Sales, Foreclosures, Loan Modifications, Customer Service, Cash Management, Financial Analysis, Reverse Mortgages, Asset Management, Capital Markets, Teamwork, Deposits, Human Resources, REO, Accounting, Strategic Financial..., Relationship Management, Loan Origination, Funding, Financial Risk, Small Business Lending, Portfolio Management, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Investments, Credit, Consumer Lending, Microsoft Office
Education
Villanova University 2015 — 2018
Bachelor’s Degree, Leadership Studies
Villanova University 2013 — 2014
Masters Certification-Project Management, Six Sigma Green Belt, Lean Six Sigma, Six Sigma Black Belt, 3.8
DeVry University 2007 — 2010
Bachelor's degree, Finance, General
Bryant and Stratton College-Milwaukee 2002 — 2005
Associates degree, Accounting and Business/Management
Yp. com September 2014 - April 2015
Lauth Investigations International March 2013 - December 2014
Citi April 2012 - December 2013
Citi December 2011 - April 2012
Wells Fargo Home Mortgage August 2009 - March 2011
Kinecta Federal Credit Union March 2010 - October 2010
Consumer Resource Network August 2008 - August 2009
Seccion Amarilla Inc January 2008 - July 2008
Universal American Financial Corp.-Today’s Health Division June 2007 - December 2007
Houlihan Capital July 2006 - December 2006
Skills
Microsoft Excel, Microsoft Office 2007, Sales Presentations, Recruitment Advertising, Advertising Sales, Public Relations, Mortgage Servicing, Mortgage Lending, Teaching, Banking, Loan Servicing, Finance, Risk Management, Loss Mitigation, Refinance, Training, Credit Analysis, Default, Sales, Foreclosures, Loan Modifications, Customer Service, Cash Management, Financial Analysis, Reverse Mortgages, Asset Management, Capital Markets, Teamwork, Deposits, Human Resources, REO, Accounting, Strategic Financial..., Relationship Management, Loan Origination, Funding, Financial Risk, Small Business Lending, Portfolio Management, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Investments, Credit, Consumer Lending, Microsoft Office
Education
Villanova University 2015 — 2018
Bachelor’s Degree, Leadership Studies
Villanova University 2013 — 2014
Masters Certification-Project Management, Six Sigma Green Belt, Lean Six Sigma, Six Sigma Black Belt, 3.8
DeVry University 2007 — 2010
Bachelor's degree, Finance, General
Bryant and Stratton College-Milwaukee 2002 — 2005
Associates degree, Accounting and Business/Management
Drew Brock Drew Brock's Houlihan Capital Experience January 2010 - January 2012
Job Sales Manager at Acquirent
Industry Outsourcing/Offshoring
Experience
Acquirent June 2015 - Present
Lorman Education Services July 2013 - May 2015
Acquirent January 2012 - July 2013
Houlihan Capital January 2010 - January 2012
Skills
Salesforce.com, Sales Process, Sales Management, CRM, Sales, Team Building, Cold Calling, Account Management, Positive Team Player, Customer Service, Building Relationships, Positive Personality, Lead Generation, Management, Selling, Overcoming Objectives, Overcoming Challenges, Barrel Racing, Marketing, Self Learning, Great Motivator, Business Analysis, Sales Operations, Marketing Strategy, Highly Ambitious, Lists, Fine Dining, Strategic Planning, Awesomeness, Balloons, Stability Ball
Education
University of Nebraska at Omaha 2000 — 2004
Scotus
Acquirent June 2015 - Present
Lorman Education Services July 2013 - May 2015
Acquirent January 2012 - July 2013
Houlihan Capital January 2010 - January 2012
Skills
Salesforce.com, Sales Process, Sales Management, CRM, Sales, Team Building, Cold Calling, Account Management, Positive Team Player, Customer Service, Building Relationships, Positive Personality, Lead Generation, Management, Selling, Overcoming Objectives, Overcoming Challenges, Barrel Racing, Marketing, Self Learning, Great Motivator, Business Analysis, Sales Operations, Marketing Strategy, Highly Ambitious, Lists, Fine Dining, Strategic Planning, Awesomeness, Balloons, Stability Ball
Education
University of Nebraska at Omaha 2000 — 2004
Scotus
Blair Lamendola's Houlihan Capital Experience October 2010 - March 2011
Job Account Manager at Next Management
Industry Entertainment
Experience
Next Model Management March 2012 - Present
Houlihan Capital October 2010 - March 2011
Law Offices of State Assemblywoman Ann-Margaret Carrozza February 2010 - October 2010
Good Times Magazine June 2009 - October 2010
Biener Audi June 2006 - August 2008
42West August 2007 - December 2007
Parker & Waichman June 2002 - July 2003
Cove City Sound Studios January 2003 - June 2003
Skills
Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Event Planning, Social Media, Photoshop, Entertainment, Photography, Social Media Marketing, Press Releases, Social Networking, Publicity, Event Management, Mac, Customer Service, Twitter, MySpace, Legal, Finance, Music Industry, Journalism, Proofreading, Leadership, Modeling, Fashion, Online Marketing, Public Relations, Sales, Creative Direction, Management, Marketing Strategy, Fashion Shows, Digital Media, Editorial, Advertising
Education
Brooklyn Law School 2013 — 2017
J.D. / M.B.A.
City University of New York-Baruch College 2004 — 2007
B.A., Management of Musical Enterprises
Next Model Management March 2012 - Present
Houlihan Capital October 2010 - March 2011
Law Offices of State Assemblywoman Ann-Margaret Carrozza February 2010 - October 2010
Good Times Magazine June 2009 - October 2010
Biener Audi June 2006 - August 2008
42West August 2007 - December 2007
Parker & Waichman June 2002 - July 2003
Cove City Sound Studios January 2003 - June 2003
Skills
Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Event Planning, Social Media, Photoshop, Entertainment, Photography, Social Media Marketing, Press Releases, Social Networking, Publicity, Event Management, Mac, Customer Service, Twitter, MySpace, Legal, Finance, Music Industry, Journalism, Proofreading, Leadership, Modeling, Fashion, Online Marketing, Public Relations, Sales, Creative Direction, Management, Marketing Strategy, Fashion Shows, Digital Media, Editorial, Advertising
Education
Brooklyn Law School 2013 — 2017
J.D. / M.B.A.
City University of New York-Baruch College 2004 — 2007
B.A., Management of Musical Enterprises
Alessandra Natalino Malik Alessandra Natalino Malik's Houlihan Capital Experience July 2008 - November 2012
Job Vice President, Enterprise Valuation Group
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Duff & Phelps March 2014 - December 2014
Duff & Phelps November 2012 - February 2014
Houlihan Capital July 2008 - November 2012
Houlihan Capital October 2007 - June 2008
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Equity Valuation, Business Valuation, Capital IQ, Corporate Finance, Private Equity, Mergers & Acquisitions, Bloomberg, Enterprise Valuation, Microsoft Excel, Intangible Assets, Excel, PowerPoint, Valuation Modeling, Free Cash Flow, DCF Valuation, Comparable Analysis, WACC, Impairment Testing, Fairness Opinions, Purchase Price..., Precedent Transactions, Word, Financial Metrics, FactSet
Education
Dominican University 2004 — 2008
B.S., Accounting and Finance
Bank of America Merrill Lynch January 2015 - Present
Duff & Phelps March 2014 - December 2014
Duff & Phelps November 2012 - February 2014
Houlihan Capital July 2008 - November 2012
Houlihan Capital October 2007 - June 2008
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Equity Valuation, Business Valuation, Capital IQ, Corporate Finance, Private Equity, Mergers & Acquisitions, Bloomberg, Enterprise Valuation, Microsoft Excel, Intangible Assets, Excel, PowerPoint, Valuation Modeling, Free Cash Flow, DCF Valuation, Comparable Analysis, WACC, Impairment Testing, Fairness Opinions, Purchase Price..., Precedent Transactions, Word, Financial Metrics, FactSet
Education
Dominican University 2004 — 2008
B.S., Accounting and Finance
Paul van Rensburg Paul van Rensburg's Houlihan Capital Experience December 2010 - Present
Job Analyst at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital December 2010 - Present
Applebee's February 2010 - June 2010
Greenwich Field Club May 2008 - August 2009
Skills
Financial Modeling, Valuation, Mergers, Venture Capital, Investment Banking, Due Diligence, Financial Analysis, Excel, Mergers & Acquisitions, Equities, Finance, Investments, Microsoft Excel, Private Placements, Business Valuation, Capital IQ, Securities, Strategy, Management, Trading
Education
Columbus State University 2006 — 2009
BBA, Finance, Accounting
Houlihan Capital December 2010 - Present
Applebee's February 2010 - June 2010
Greenwich Field Club May 2008 - August 2009
Skills
Financial Modeling, Valuation, Mergers, Venture Capital, Investment Banking, Due Diligence, Financial Analysis, Excel, Mergers & Acquisitions, Equities, Finance, Investments, Microsoft Excel, Private Placements, Business Valuation, Capital IQ, Securities, Strategy, Management, Trading
Education
Columbus State University 2006 — 2009
BBA, Finance, Accounting
Dominic Zanfardino's Houlihan Capital Experience August 2014 - Present
Job Business Development at Houlihan Capital
Industry Financial Services
Experience
Houlihan Capital August 2014 - Present
Course Hero, Inc. June 2013 - January 2014
Brinks Hofer Gilson and Lione May 2011 - August 2012
Medinah Country Club May 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Time Management, Social Media, Microsoft Word, Event Planning, Market Research, Marketing, Social Media Marketing, Teamwork, Microsoft Office, Financial Analysis, Social Networking, Outlook, Westlaw, Leadership
Education
Marquette University 2010 — 2014
Finance and Marketing
University of Antwerp 2013 — 2013
Business Strategy
Houlihan Capital August 2014 - Present
Course Hero, Inc. June 2013 - January 2014
Brinks Hofer Gilson and Lione May 2011 - August 2012
Medinah Country Club May 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Time Management, Social Media, Microsoft Word, Event Planning, Market Research, Marketing, Social Media Marketing, Teamwork, Microsoft Office, Financial Analysis, Social Networking, Outlook, Westlaw, Leadership
Education
Marquette University 2010 — 2014
Finance and Marketing
University of Antwerp 2013 — 2013
Business Strategy
John W. Kemp John W. Kemp's Houlihan Capital Experience 2009 - 2011
Job Managing Partner at Wolverine Partners
Industry Financial Services
Experience
Wolverine Partners 2011 - Present
Houlihan Capital 2009 - 2011
Amherst Partners 2006 - 2009
Pep Boys 2004 - 2006
Sears, Roebuck and Co. 2000 - 2004
Sears, Roebuck and Co. 1988 - 2000
Kleinwort Benson 1984 - 1988
Skills
Advisory Services, Growth Strategy..., Turnaround Consulting, Operational Improvement, Financial Restructuring, Debt Refinancing, Principal Investing, Manufacturing, Distribution, Services, Green Technology..., Vendor Financing..., Lower Middle Market, Middle Market, Large Corporate, Private Equity, Mergers & Acquisitions, Finance, Mergers, Restructuring, Financial Services, Negotiation, Corporations, Due Diligence, Refinance, Financial Modeling, Investments, Entrepreneurship, Executive Management, Corporate Development, Structured Finance, Acquisitions, Financial Structuring, Leveraged Finance, Venture Capital, LBO, Economic Growth
Education
Northwestern University - Kellogg School of Management 1985 — 1988
M.B.A., Finance
University of Michigan 1980 — 1984
Bachelor of Arts with High Honors, History
Seaholm High School, Birmingham, MI 1977 — 1980
Wolverine Partners 2011 - Present
Houlihan Capital 2009 - 2011
Amherst Partners 2006 - 2009
Pep Boys 2004 - 2006
Sears, Roebuck and Co. 2000 - 2004
Sears, Roebuck and Co. 1988 - 2000
Kleinwort Benson 1984 - 1988
Skills
Advisory Services, Growth Strategy..., Turnaround Consulting, Operational Improvement, Financial Restructuring, Debt Refinancing, Principal Investing, Manufacturing, Distribution, Services, Green Technology..., Vendor Financing..., Lower Middle Market, Middle Market, Large Corporate, Private Equity, Mergers & Acquisitions, Finance, Mergers, Restructuring, Financial Services, Negotiation, Corporations, Due Diligence, Refinance, Financial Modeling, Investments, Entrepreneurship, Executive Management, Corporate Development, Structured Finance, Acquisitions, Financial Structuring, Leveraged Finance, Venture Capital, LBO, Economic Growth
Education
Northwestern University - Kellogg School of Management 1985 — 1988
M.B.A., Finance
University of Michigan 1980 — 1984
Bachelor of Arts with High Honors, History
Seaholm High School, Birmingham, MI 1977 — 1980
Andrew Smith, CPA / ABV's Houlihan Capital Experience September 1996 - Present
Job President at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital September 1996 - Present
EVEREN Securities, Inc. 1993 - 1996
Geneva Capital Markets 1986 - 1993
Ernst & Young 1981 - 1984
Skills
Fairness Opinions, Solvency Opinions, Private Equity, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Due Diligence, Business Valuation, Restructuring, Venture Capital, Hedge Funds, Alternative Investments, Structured Finance, Renewable Energy, Entrepreneurship, Financial Planning, Analysis
Education
Ohio Wesleyan University 1978 — 1982
BA, Economics and Accounting
Benedictine High School 1974 — 1978
College Prep
Houlihan Capital September 1996 - Present
EVEREN Securities, Inc. 1993 - 1996
Geneva Capital Markets 1986 - 1993
Ernst & Young 1981 - 1984
Skills
Fairness Opinions, Solvency Opinions, Private Equity, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Due Diligence, Business Valuation, Restructuring, Venture Capital, Hedge Funds, Alternative Investments, Structured Finance, Renewable Energy, Entrepreneurship, Financial Planning, Analysis
Education
Ohio Wesleyan University 1978 — 1982
BA, Economics and Accounting
Benedictine High School 1974 — 1978
College Prep
Zijun Moby Xu's Houlihan Capital Experience 2014 - Present
Job Sellside analyst | International Orientation Student Leader
Industry Financial Services
Experience
Houlihan Capital 2014 - Present
Habitat for Humanity of Champaign County May 2013 - Present
EY May 2014 - May 2014
Prudential Rubloff June 2013 - August 2013
World Wrestling Entertainment June 2010 - August 2010
Skills
Teamwork, Data Analysis, Microsoft Excel, PowerPoint, Leadership, Research, Microsoft Word, Pianist, Microsoft Office, Trading, Financial Analysis, Competitive Analysis, Market Research, Real Estate Economics, Calligraphy, PCI DSS
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Science (B.S.)
The MacDuffie School 2009 — 2012
High School
Houlihan Capital 2014 - Present
Habitat for Humanity of Champaign County May 2013 - Present
EY May 2014 - May 2014
Prudential Rubloff June 2013 - August 2013
World Wrestling Entertainment June 2010 - August 2010
Skills
Teamwork, Data Analysis, Microsoft Excel, PowerPoint, Leadership, Research, Microsoft Word, Pianist, Microsoft Office, Trading, Financial Analysis, Competitive Analysis, Market Research, Real Estate Economics, Calligraphy, PCI DSS
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Science (B.S.)
The MacDuffie School 2009 — 2012
High School
Michael Norton's Houlihan Capital Experience May 2014 - Present
Job Vice President of Business Development at Houlihan Capital
Industry Financial Services
Experience
Houlihan Capital May 2014 - Present
The Chicago Leadership Alliance January 2015 - Present
Superior Connections December 2013 - Present
Accelerate to One Day January 2013 - Present
Gary Comer College Prep July 2011 - Present
Jackson Lewis LLP September 2012 - November 2013
More Law Group, P.C. March 2012 - August 2012
Chicago Lawyers Committee for Civil Rights Under Law August 2011 - July 2012
University of Minnesota Center for Business Law September 2010 - May 2011
TOTINO-GRACE SR. HIGH SCHOOL October 2009 - March 2011
Skills
Legal Research, Legal Writing, Employment Law, Networking, Fundraising, Leadership, Commercial Litigation, Mergers & Acquisitions, Community Outreach, Research, Interpersonal Skill, Entrepreneurship, Policy, Recruiting, Management, Strategy, Contract Negotiation, Civil Litigation, Licensing, Mediation, Litigation, Marketing, Start-ups, Courts, Legal Advice, Westlaw, Corporate Governance, Corporate Law, Employment Contracts, Appeals, Business Valuation, ESOP, Family Office, Venture Capital, Community Development, Lexis, Nonprofits, Fairness Opinions, Private Equity, New Business Development, Connecting People, Business Development
Education
University of Minnesota Law School 2009 — 2011
Juris Doctor, Juris Doctor
Thomas M. Cooley Law School 2008 — 2009
Juris Doctor, Juris Doctor Candidate
Marquette University 2001 — 2005
Bachelor of Science Degree, Business Administration; International Business & Marketing
ANTWERP UNIVERSITY 2004 — 2004
International Marketing and Intercultural Communication
Montini Catholic Sr. High School 1997 — 2001
Houlihan Capital May 2014 - Present
The Chicago Leadership Alliance January 2015 - Present
Superior Connections December 2013 - Present
Accelerate to One Day January 2013 - Present
Gary Comer College Prep July 2011 - Present
Jackson Lewis LLP September 2012 - November 2013
More Law Group, P.C. March 2012 - August 2012
Chicago Lawyers Committee for Civil Rights Under Law August 2011 - July 2012
University of Minnesota Center for Business Law September 2010 - May 2011
TOTINO-GRACE SR. HIGH SCHOOL October 2009 - March 2011
Skills
Legal Research, Legal Writing, Employment Law, Networking, Fundraising, Leadership, Commercial Litigation, Mergers & Acquisitions, Community Outreach, Research, Interpersonal Skill, Entrepreneurship, Policy, Recruiting, Management, Strategy, Contract Negotiation, Civil Litigation, Licensing, Mediation, Litigation, Marketing, Start-ups, Courts, Legal Advice, Westlaw, Corporate Governance, Corporate Law, Employment Contracts, Appeals, Business Valuation, ESOP, Family Office, Venture Capital, Community Development, Lexis, Nonprofits, Fairness Opinions, Private Equity, New Business Development, Connecting People, Business Development
Education
University of Minnesota Law School 2009 — 2011
Juris Doctor, Juris Doctor
Thomas M. Cooley Law School 2008 — 2009
Juris Doctor, Juris Doctor Candidate
Marquette University 2001 — 2005
Bachelor of Science Degree, Business Administration; International Business & Marketing
ANTWERP UNIVERSITY 2004 — 2004
International Marketing and Intercultural Communication
Montini Catholic Sr. High School 1997 — 2001
Bilu Chen Bilu Chen's Houlihan Capital Experience January 2012 - April 2012
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte June 2013 - Present
Houlihan Capital January 2012 - April 2012
Baker & McKenzie May 2011 - June 2011
Good Earth Greenhouse, LLC March 2011 - April 2011
PwC May 2010 - July 2010
Skills
QuickBooks, Tax, Tax Returns, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Bookkeeping, Journal Entries, Internal Controls, Economics, PowerPoint, Financial Statements, Financial Accounting, Tax Research, Auditing, Teamwork, GAAP, Finance
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master's degree, Accounting
Dominican University 2008 — 2012
Bachelor, Accounting
Deloitte June 2013 - Present
Houlihan Capital January 2012 - April 2012
Baker & McKenzie May 2011 - June 2011
Good Earth Greenhouse, LLC March 2011 - April 2011
PwC May 2010 - July 2010
Skills
QuickBooks, Tax, Tax Returns, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Bookkeeping, Journal Entries, Internal Controls, Economics, PowerPoint, Financial Statements, Financial Accounting, Tax Research, Auditing, Teamwork, GAAP, Finance
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master's degree, Accounting
Dominican University 2008 — 2012
Bachelor, Accounting
Marcus Huang Marcus Huang's Houlihan Capital Experience March 2014 - March 2014
Job M&A Synergy Analyst at Smithfield Foods
Industry Food Production
Experience
Smithfield Foods April 2014 - Present
Legal & General Investment Management America March 2014 - April 2014
Houlihan Capital March 2014 - March 2014
William Harris Investors December 2013 - March 2014
DePaul University September 2011 - December 2013
ShareWithU Company Limited August 2010 - December 2012
DePaul Students Organization - Graduate Students for Accounting January 2011 - June 2012
Chant Chicago June 2011 - August 2011
Hua An Insurance Company June 2009 - September 2009
Skills
Chinese & English, Quickbooks & Great tax..., Microsoft Excel, Accounting, Financial Analysis, Mandarin, Financial Reporting, PowerPoint, Microsoft Office, Auditing, Microsoft Word, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, PeopleSoft, SPSS, Internal Audit, Tax, Economics, Internal Controls, Access, Data Analysis
Education
DePaul University 2010 — 2012
Master, Master of Science in Accountancy
China University of Political Science and Law 2006 — 2010
Bachelor, Business Management and Business Law
Smithfield Foods April 2014 - Present
Legal & General Investment Management America March 2014 - April 2014
Houlihan Capital March 2014 - March 2014
William Harris Investors December 2013 - March 2014
DePaul University September 2011 - December 2013
ShareWithU Company Limited August 2010 - December 2012
DePaul Students Organization - Graduate Students for Accounting January 2011 - June 2012
Chant Chicago June 2011 - August 2011
Hua An Insurance Company June 2009 - September 2009
Skills
Chinese & English, Quickbooks & Great tax..., Microsoft Excel, Accounting, Financial Analysis, Mandarin, Financial Reporting, PowerPoint, Microsoft Office, Auditing, Microsoft Word, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, PeopleSoft, SPSS, Internal Audit, Tax, Economics, Internal Controls, Access, Data Analysis
Education
DePaul University 2010 — 2012
Master, Master of Science in Accountancy
China University of Political Science and Law 2006 — 2010
Bachelor, Business Management and Business Law
Karl D'Cunha, CPA,CA Karl D'Cunha, CPA,CA's Houlihan Capital Experience September 2010 - November 2010
Job Senior Managing Director at Madison Street Capital
Industry Investment Banking
Experience
New York Institute of Finance October 2014 - Present
Madison Street Capital November 2010 - Present
Madison Street Capital November 2010 - Present
Houlihan Capital September 2010 - November 2010
Houlihan Smith & Company, Inc. November 2006 - August 2010
INTUIT 2005 - 2007
Ernst & Young November 2004 - December 2005
PricewaterhouseCoopers 1997 - 2004
Skills
Private Equity, Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Reporting, Capital, Finance, M&A experience, Trading, Fixed Income, Venture Capital, Investments, Financial Services, Restructuring, Securities, Fairness Opinions, Enterprise Valuation, Fair Value, Capital Raises, Solvency II, Intellectual Property..., Growth Capital, Portfolio Management, Asset Management, Cross-border..., ESOP, Fairness, Auction Rate Securities, TECHNOLOGY, Structured Finance, Secondary Market, Secondary Offerings, Secondaries, Auctions, Small Business Lending, Investment Management, Emerging Markets, Distressed Debt, Debt & Equity Financing, Business Valuation, Capital Raising, FinTech, Emerging Technologies, Big 4, Leadership, Team Leadership, Practice Management
Education
McGill University 1995 — 1997
MA
Western University 1992 — 1995
BA
New York Institute of Finance October 2014 - Present
Madison Street Capital November 2010 - Present
Madison Street Capital November 2010 - Present
Houlihan Capital September 2010 - November 2010
Houlihan Smith & Company, Inc. November 2006 - August 2010
INTUIT 2005 - 2007
Ernst & Young November 2004 - December 2005
PricewaterhouseCoopers 1997 - 2004
Skills
Private Equity, Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Reporting, Capital, Finance, M&A experience, Trading, Fixed Income, Venture Capital, Investments, Financial Services, Restructuring, Securities, Fairness Opinions, Enterprise Valuation, Fair Value, Capital Raises, Solvency II, Intellectual Property..., Growth Capital, Portfolio Management, Asset Management, Cross-border..., ESOP, Fairness, Auction Rate Securities, TECHNOLOGY, Structured Finance, Secondary Market, Secondary Offerings, Secondaries, Auctions, Small Business Lending, Investment Management, Emerging Markets, Distressed Debt, Debt & Equity Financing, Business Valuation, Capital Raising, FinTech, Emerging Technologies, Big 4, Leadership, Team Leadership, Practice Management
Education
McGill University 1995 — 1997
MA
Western University 1992 — 1995
BA
Chuck Johanns's Houlihan Capital Experience 2010 - May 2014
Job Executive Vice President at JLL
Industry Real Estate
Experience
JLL May 2014 - Present
Houlihan Capital 2010 - May 2014
Westminster Partners July 2003 - December 2009
Mansur Realty Corporation September 2001 - July 2003
Trammell Crow Company May 1989 - July 2001
Skills
Valuation, Investment Banking, Investment Properties, Real Estate, Mergers, Structured Finance, Acquisitions, Banking, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Asset Management, Private Equity, Venture Capital, Capital Markets
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign
BS, Finance
JLL May 2014 - Present
Houlihan Capital 2010 - May 2014
Westminster Partners July 2003 - December 2009
Mansur Realty Corporation September 2001 - July 2003
Trammell Crow Company May 1989 - July 2001
Skills
Valuation, Investment Banking, Investment Properties, Real Estate, Mergers, Structured Finance, Acquisitions, Banking, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Asset Management, Private Equity, Venture Capital, Capital Markets
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign
BS, Finance
Ed Slapansky's Houlihan Capital Experience 1999 - 2002
Job Investment Analyst at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management May 2013 - Present
The Blackstone Group July 2007 - May 2013
Deutsche Bank Securities 2006 - 2006
Huron Consulting Group January 2003 - June 2005
Houlihan Capital 1999 - 2002
Morgan Stanley Smith Barney 1997 - 1998
Skills
LBO, Mergers, Divestitures, Credit, Finance, Corporate Actions, High Yield, Mutual Funds, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Hedge Funds, Asset Managment, Restructuring, Debt Restructuring, Restructures, Chapter 11, Liquidation, Distressed Debt, Distressed Bonds, Value Investing, Deep Value Investing, Special Situations..., Distressed M&A, Principal Investing, Special Situations, High Yield Bonds, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
BS
Glenbard South 1991 — 1994
High School
Benet Academy 1990 — 1991
Visium Asset Management May 2013 - Present
The Blackstone Group July 2007 - May 2013
Deutsche Bank Securities 2006 - 2006
Huron Consulting Group January 2003 - June 2005
Houlihan Capital 1999 - 2002
Morgan Stanley Smith Barney 1997 - 1998
Skills
LBO, Mergers, Divestitures, Credit, Finance, Corporate Actions, High Yield, Mutual Funds, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Hedge Funds, Asset Managment, Restructuring, Debt Restructuring, Restructures, Chapter 11, Liquidation, Distressed Debt, Distressed Bonds, Value Investing, Deep Value Investing, Special Situations..., Distressed M&A, Principal Investing, Special Situations, High Yield Bonds, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 1998
BS
Glenbard South 1991 — 1994
High School
Benet Academy 1990 — 1991
Patrick Stakenas's Houlihan Capital Experience September 2010 - October 2011
Job President, and Chief Executive Officer
Industry Executive Office
Experience
Selectica January 2014 - Present
The Gartner Group December 2011 - November 2013
Houlihan Capital September 2010 - October 2011
ForceLogix Technologies Inc. December 2004 - January 2011
CCC Information Services Inc January 2003 - January 2005
FileNET Corporation January 2002 - January 2003
Open Text Corporation December 2000 - January 2002
StayInFront - The Great Elk - Splashnet.com December 1998 - December 2000
Moore Corporation August 1985 - December 1998
Skills
Restructuring, Sales Management, Sales Growth, Venture Capital, Profit, Professional Services, New Business Development, P&L Management, Technology Development, P&L responsibility, Business Alignment, Channel Management, Corporate Development, Business Growth, Market Penetration, Business Transformation, Go-to-market Strategy, Entrepreneur, Thought Leadership, Contract Negotiations, Value Proposition, International Business, Business Management, Sales Process, Alliances, Efficiencies, Business Planning, Operations Management, Market Development, Joint Ventures, SaaS, Strategy Development, P&L, Business Strategy, Business Process..., Strategic Partnerships, Strategy, Entrepreneurship, Income Statement, P&L Responsibility, Cross-functional Team..., Forecasting, Competitive Analysis, Marketing Strategy, Management, Business Development, Contract Negotiation, Business Alliances, Salesforce.com, Leadership
Education
Ferris State University 1978 — 1983
Bachelor of Science Degree, Business Administration
Northwestern University - Kellogg School of Management
Executive Certificate, Business Management
Selectica January 2014 - Present
The Gartner Group December 2011 - November 2013
Houlihan Capital September 2010 - October 2011
ForceLogix Technologies Inc. December 2004 - January 2011
CCC Information Services Inc January 2003 - January 2005
FileNET Corporation January 2002 - January 2003
Open Text Corporation December 2000 - January 2002
StayInFront - The Great Elk - Splashnet.com December 1998 - December 2000
Moore Corporation August 1985 - December 1998
Skills
Restructuring, Sales Management, Sales Growth, Venture Capital, Profit, Professional Services, New Business Development, P&L Management, Technology Development, P&L responsibility, Business Alignment, Channel Management, Corporate Development, Business Growth, Market Penetration, Business Transformation, Go-to-market Strategy, Entrepreneur, Thought Leadership, Contract Negotiations, Value Proposition, International Business, Business Management, Sales Process, Alliances, Efficiencies, Business Planning, Operations Management, Market Development, Joint Ventures, SaaS, Strategy Development, P&L, Business Strategy, Business Process..., Strategic Partnerships, Strategy, Entrepreneurship, Income Statement, P&L Responsibility, Cross-functional Team..., Forecasting, Competitive Analysis, Marketing Strategy, Management, Business Development, Contract Negotiation, Business Alliances, Salesforce.com, Leadership
Education
Ferris State University 1978 — 1983
Bachelor of Science Degree, Business Administration
Northwestern University - Kellogg School of Management
Executive Certificate, Business Management
Randall Gifford Randall Gifford's Houlihan Capital Experience January 2009 - January 2011
Job Wealth Management and Capital Markets Professional
Industry Financial Services
Experience
Katahdin Financial Corporation January 2011 - Present
KATAHDIN FINANCIAL CORPORATION January 2011 - January 2012
Houlihan Capital January 2009 - January 2011
BMO CAPITAL MARKETS, INC January 2007 - January 2008
ABN-AMRO GLOBAL CAPITAL MARKETS April 2006 - November 2007
ABN-AMRO BANK AND LASALLE BANK N.A January 2004 - January 2007
LASALLE DEBT CAPITAL MARKETS April 2004 - April 2006
JP MORGAN CAPITAL MARKETS May 2001 - August 2004
JP MORGAN CHASE - The Legacy BANK ONE AND FIRST CHICAGO January 1985 - January 2004
BANC ONE CAPITAL MARKETS May 1997 - April 2001
Skills
Financial Analysis, Customer Service, Credit Analysis, Banking, Budgets, Negotiation, Microsoft Excel, PowerPoint, Microsoft Office, Capital Markets, Corporate Finance, Strategic Planning, Portfolio Management, Financial Modeling, Loans, Fixed Income, Investments, Equities, Financial Structuring, Credit, Investment Banking
Education
University of Wisconsin 1982 — 1984
Masters of Business Administration, Finance and International Business
The University of Connecticut 1976 — 1981
Bachelor of Arts, Economics and Political Science
Katahdin Financial Corporation January 2011 - Present
KATAHDIN FINANCIAL CORPORATION January 2011 - January 2012
Houlihan Capital January 2009 - January 2011
BMO CAPITAL MARKETS, INC January 2007 - January 2008
ABN-AMRO GLOBAL CAPITAL MARKETS April 2006 - November 2007
ABN-AMRO BANK AND LASALLE BANK N.A January 2004 - January 2007
LASALLE DEBT CAPITAL MARKETS April 2004 - April 2006
JP MORGAN CAPITAL MARKETS May 2001 - August 2004
JP MORGAN CHASE - The Legacy BANK ONE AND FIRST CHICAGO January 1985 - January 2004
BANC ONE CAPITAL MARKETS May 1997 - April 2001
Skills
Financial Analysis, Customer Service, Credit Analysis, Banking, Budgets, Negotiation, Microsoft Excel, PowerPoint, Microsoft Office, Capital Markets, Corporate Finance, Strategic Planning, Portfolio Management, Financial Modeling, Loans, Fixed Income, Investments, Equities, Financial Structuring, Credit, Investment Banking
Education
University of Wisconsin 1982 — 1984
Masters of Business Administration, Finance and International Business
The University of Connecticut 1976 — 1981
Bachelor of Arts, Economics and Political Science
Bruce Foltz Bruce Foltz's Houlihan Capital Experience 2004 - 2013
Job Director, Customer Development at Tasco Co.
Industry Automotive
Experience
Tasco Thompson and Sons Metal Stamping November 2013 - Present
Houlihan Capital 2004 - 2013
Houlihan Capital 2004 - 2012
Abbott 1978 - 2005
Skills
Corporate Finance, Sales Management, Human Rights, Business Valuation, Corporate Development, Finance, Financial Analysis, Investments, Leadership, Mergers, Mergers & Acquisitions, Private Equity, Strategic Planning, Venture Capital, Financial Modeling, Valuation, Customer Service, Strategy, Management, New Business Development, Cross-functional Team..., Business Planning, Team Building, Continuous Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 1972 — 1976
Bachelor of Commerce (B.Com.), International Business
Tasco Thompson and Sons Metal Stamping November 2013 - Present
Houlihan Capital 2004 - 2013
Houlihan Capital 2004 - 2012
Abbott 1978 - 2005
Skills
Corporate Finance, Sales Management, Human Rights, Business Valuation, Corporate Development, Finance, Financial Analysis, Investments, Leadership, Mergers, Mergers & Acquisitions, Private Equity, Strategic Planning, Venture Capital, Financial Modeling, Valuation, Customer Service, Strategy, Management, New Business Development, Cross-functional Team..., Business Planning, Team Building, Continuous Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 1972 — 1976
Bachelor of Commerce (B.Com.), International Business
Jeff Spurlock's Houlihan Capital Experience February 2007 - April 2011
Job CoFounder, Ninth Dot, LLC (www.9thdot.com)
Industry Computer Software
Experience
Barclays Capital April 2011 - November 2013
Houlihan Capital February 2007 - April 2011
Education
Indiana University Bloomington
BS, Finance
Barclays Capital April 2011 - November 2013
Houlihan Capital February 2007 - April 2011
Education
Indiana University Bloomington
BS, Finance
Ted Frecka, CFA, CVA's Houlihan Capital Experience April 2011 - Present
Job Vice President at Houlihan Capital
Industry Financial Services
Experience
Houlihan Capital April 2011 - Present
Cranky's Cafe December 2009 - August 2014
Charles River Associates September 2003 - March 2010
Skills
Financial Modeling, Capital IQ, Bloomberg, Litigation Support, Intellectual Property..., Structured Finance, Business Valuation, Financial Analysis, Intellectual Property, Private Equity, Mergers & Acquisitions, Equities, Finance, Hedge Funds, Portfolio Management, Corporate Finance, Valuation, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2003
MSF, Finance
University of Notre Dame 1998 — 2002
BBA, Finance, MIS
Houlihan Capital April 2011 - Present
Cranky's Cafe December 2009 - August 2014
Charles River Associates September 2003 - March 2010
Skills
Financial Modeling, Capital IQ, Bloomberg, Litigation Support, Intellectual Property..., Structured Finance, Business Valuation, Financial Analysis, Intellectual Property, Private Equity, Mergers & Acquisitions, Equities, Finance, Hedge Funds, Portfolio Management, Corporate Finance, Valuation, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2003
MSF, Finance
University of Notre Dame 1998 — 2002
BBA, Finance, MIS
Joy Bernatowicz's Houlihan Capital Experience March 2007 - February 2008
Job Facility Manager at JLL
Industry Commercial Real Estate
Experience
JLL February 2015 - Present
Jones Lang LaSalle January 2013 - Present
Jones Lang LaSalle February 2008 - January 2013
Houlihan Capital March 2007 - February 2008
Draft 2001 - 2001
Skills
Real Estate, Advertising, Strategic Planning, Valuation, Marketing, Property Management, Due Diligence, Management
Education
Southern Illinois University, Carbondale 1997 — 2002
Bachelor of Science (B.S.), Integrated Marketing Communications
JLL February 2015 - Present
Jones Lang LaSalle January 2013 - Present
Jones Lang LaSalle February 2008 - January 2013
Houlihan Capital March 2007 - February 2008
Draft 2001 - 2001
Skills
Real Estate, Advertising, Strategic Planning, Valuation, Marketing, Property Management, Due Diligence, Management
Education
Southern Illinois University, Carbondale 1997 — 2002
Bachelor of Science (B.S.), Integrated Marketing Communications
Rich Searls's Houlihan Capital Experience February 2010 - June 2013
Job Project Manager at JODI Development
Industry Real Estate
Experience
JODI Development June 2013 - Present
Houlihan Capital February 2010 - June 2013
Education
DePaul University 2005 — 2009
Bachelor, Accounting
JODI Development June 2013 - Present
Houlihan Capital February 2010 - June 2013
Education
DePaul University 2005 — 2009
Bachelor, Accounting
Daniel Smith Daniel Smith's Houlihan Capital Experience June 2010 - August 2010
Job Research Lab Assistant at The Ohio State University
Industry Food Production
Experience
The Ohio State University July 2015 - Present
The Ohio State University September 2010 - Present
The Ohio State University May 2014 - September 2015
Teavana August 2010 - December 2010
Houlihan Capital June 2010 - August 2010
Skills
Food Science, Biochemistry, Food Quality, Microbiology, PowerPoint, HACCP, Food Technology, Photography, Organic Chemistry, Science, Mathematica, Food, Food Processing, Microsoft Office, Technical Problem..., Microsoft Excel, Food Chemistry, Food Safety, Dairy, Research, Mathmatica, Food Analysis, Pharmacokinetics, Human Nutrition, Free Radical Chemistry, Food Quality Assurance, Polymer Chemistry, Polymer Science, Polymer Engineering
Education
The Ohio State University 2010 — 2015
Bachelor of Science (BS), Food Science and Technology
Bishop Watterson
The Ohio State University July 2015 - Present
The Ohio State University September 2010 - Present
The Ohio State University May 2014 - September 2015
Teavana August 2010 - December 2010
Houlihan Capital June 2010 - August 2010
Skills
Food Science, Biochemistry, Food Quality, Microbiology, PowerPoint, HACCP, Food Technology, Photography, Organic Chemistry, Science, Mathematica, Food, Food Processing, Microsoft Office, Technical Problem..., Microsoft Excel, Food Chemistry, Food Safety, Dairy, Research, Mathmatica, Food Analysis, Pharmacokinetics, Human Nutrition, Free Radical Chemistry, Food Quality Assurance, Polymer Chemistry, Polymer Science, Polymer Engineering
Education
The Ohio State University 2010 — 2015
Bachelor of Science (BS), Food Science and Technology
Bishop Watterson
Mary Kate (Cressy) Higham Mary Kate (Cressy) Higham's Houlihan Capital Experience 2007 - August 2011
Job Director of Business Development at Cognient Group
Industry Investment Banking
Experience
Cognient Group October 2011 - Present
Houlihan Capital 2007 - August 2011
Crowe Capital Markets 2005 - 2007
Crowe Chizek 2004 - 2005
Skills
Valuation, Mergers and Acquisitions, Fairness Opinions
Education
University of Dayton 2003 — 2004
MBA, Accounting
University of Dayton 1999 — 2003
Bachelor of Science, Accounting and Entrepreneurship
Cognient Group October 2011 - Present
Houlihan Capital 2007 - August 2011
Crowe Capital Markets 2005 - 2007
Crowe Chizek 2004 - 2005
Skills
Valuation, Mergers and Acquisitions, Fairness Opinions
Education
University of Dayton 2003 — 2004
MBA, Accounting
University of Dayton 1999 — 2003
Bachelor of Science, Accounting and Entrepreneurship
Don Wyper's Houlihan Capital Experience September 2009 - Present
Job at Houlihan Capital
Industry Financial Services
Experience
Houlihan Capital September 2009 - Present
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, DCF, Bloomberg, Corporate Finance, Financial Analysis, Mergers, Venture Capital, Capital IQ, Hedge Funds, Alternative Investments, LBO, Capital, Capital Markets, Finance, Equities, Mergers & Acquisitions
Education
University of Cambridge 2005 — 2007
MA, Land Economy
Dartmouth College 2001 — 2005
Double BA, Economics & Anthropology
Houlihan Capital September 2009 - Present
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, DCF, Bloomberg, Corporate Finance, Financial Analysis, Mergers, Venture Capital, Capital IQ, Hedge Funds, Alternative Investments, LBO, Capital, Capital Markets, Finance, Equities, Mergers & Acquisitions
Education
University of Cambridge 2005 — 2007
MA, Land Economy
Dartmouth College 2001 — 2005
Double BA, Economics & Anthropology
Jan-Bart De Groote, CFA's Houlihan Capital Experience April 2010 - February 2015
Job Distressed Debt Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2015 - Present
Houlihan Capital April 2010 - February 2015
KBC Securities September 2008 - October 2009
Skills
Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Due Diligence, Equity Research, Private Equity, Business Valuation, Bloomberg, Investment Banking, Equities, DCF, Hedge Funds, Investments, Fixed Income, Finance, Derivatives
Education
2007 — 2008
Master, Financial Management
Ghent University 2003 — 2007
Master, Economic Sciences
CFA Institute
Passed Level III
Neuberger Berman February 2015 - Present
Houlihan Capital April 2010 - February 2015
KBC Securities September 2008 - October 2009
Skills
Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Due Diligence, Equity Research, Private Equity, Business Valuation, Bloomberg, Investment Banking, Equities, DCF, Hedge Funds, Investments, Fixed Income, Finance, Derivatives
Education
2007 — 2008
Master, Financial Management
Ghent University 2003 — 2007
Master, Economic Sciences
CFA Institute
Passed Level III
Jules Pomerantz's Houlihan Capital Experience July 2010 - Present
Job Chief Financial Officer Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital July 2010 - Present
Skills
Private Equity, Financial Modeling, Corporate Finance, Alternative Investments, Strategic Planning, Investments, Mergers & Acquisitions, Hedge Funds, Due Diligence, Valuation, Equities, Asset Management, Business Valuation, Venture Capital, Investment Banking, LBO, Financial Analysis, Capital Markets, Crowdfunding, Crowdsourcing
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
BS, Accounting
Houlihan Capital July 2010 - Present
Skills
Private Equity, Financial Modeling, Corporate Finance, Alternative Investments, Strategic Planning, Investments, Mergers & Acquisitions, Hedge Funds, Due Diligence, Valuation, Equities, Asset Management, Business Valuation, Venture Capital, Investment Banking, LBO, Financial Analysis, Capital Markets, Crowdfunding, Crowdsourcing
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
BS, Accounting
Jim Honan's Houlihan Capital Experience November 2007 - November 2009
Job Senior Advisor, Several Companies
Industry Capital Markets
Experience
Senior Advisor, Various Companies March 2015 - Present
Coldwater Opportunity Partners LLC January 2014 - March 2015
Honan Enterprises/ Aldine Capital October 2009 - January 2014
Houlihan Capital November 2007 - November 2009
LaSalle Bank ABN AMRO August 2004 - November 2007
Nanoh Consulting January 1999 - August 2004
ABN AMRO September 1995 - December 1998
Continental Bank June 1983 - August 1995
Ernst & Young 1980 - 1982
Skills
Investment Banking, Valuation, Debt, Hedge Funds, Middle Market, Capital, Series 7, Corporate Finance, Strategic Planning, Insurance, Securities, Venture Capital, Fixed Income, Financial Services, Capital Markets, Banking, Finance, Investments, Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1982 — 1983
Bentley University 1976 — 1980
BS, Accounting
FINRA Licensed Series 7, 24, 63.
Senior Advisor, Various Companies March 2015 - Present
Coldwater Opportunity Partners LLC January 2014 - March 2015
Honan Enterprises/ Aldine Capital October 2009 - January 2014
Houlihan Capital November 2007 - November 2009
LaSalle Bank ABN AMRO August 2004 - November 2007
Nanoh Consulting January 1999 - August 2004
ABN AMRO September 1995 - December 1998
Continental Bank June 1983 - August 1995
Ernst & Young 1980 - 1982
Skills
Investment Banking, Valuation, Debt, Hedge Funds, Middle Market, Capital, Series 7, Corporate Finance, Strategic Planning, Insurance, Securities, Venture Capital, Fixed Income, Financial Services, Capital Markets, Banking, Finance, Investments, Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1982 — 1983
Bentley University 1976 — 1980
BS, Accounting
FINRA Licensed Series 7, 24, 63.
Bruce Lohman's Houlihan Capital Experience September 2010 - Present
Job Managing Director at Lohman Capital, LLC
Industry Financial Services
Experience
Houlihan Capital September 2010 - Present
Lohman Capital, LLC January 2009 - Present
ABN AMRO June 1988 - June 2008
Education
The University of Chicago - Booth School of Business 1988 — 1991
MBA
University of Notre Dame 1983 — 1988
BA, Philosophy Honors
Houlihan Capital September 2010 - Present
Lohman Capital, LLC January 2009 - Present
ABN AMRO June 1988 - June 2008
Education
The University of Chicago - Booth School of Business 1988 — 1991
MBA
University of Notre Dame 1983 — 1988
BA, Philosophy Honors
Bryan Yankton's Houlihan Capital Experience January 2010 - August 2010
Job Vice President at NetWings Corp
Industry Computer Software
Experience
Wolters Kluwer August 2013 - Present
NetWings Corp October 2014 - Present
Walgreens September 2012 - August 2013
Navigant November 2011 - June 2012
InterOcean Advisors LLC November 2010 - November 2011
Longreach Capital February 2010 - November 2010
Houlihan Capital January 2010 - August 2010
New Trier Partners August 2009 - November 2009
Federal Home Loan Bank of Chicago June 2009 - August 2009
MDI Investments, Inc. January 2009 - May 2009
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Financial Modeling, Financial Analysis, Corporate Development, Analysis, Leadership, Microsoft Office, Accounting, Venture Capital, Research, Capital IQ, Strategic Planning, Microsoft Excel, M&A experience, SaaS Business Modeling, SaaS, Cross-border M&A, Divestitures, DCF Valuation, Excel, PowerPoint, Due Diligence, Word, Corporate Finance, Competitive Analysis, E-commerce, Entrepreneurship, Multi-channel Retail, Business Objects, Omniture, Bloomberg Terminal, Strategic Financial..., Financial Structuring, Bloomberg, Lean Startup, Start-ups
Education
DePaul University 2008 — 2011
Bachelor's, Finance, Minor in International Business
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows
Harvard Business School 2010 — 2010
Summer Venture in Management Program
Wolters Kluwer August 2013 - Present
NetWings Corp October 2014 - Present
Walgreens September 2012 - August 2013
Navigant November 2011 - June 2012
InterOcean Advisors LLC November 2010 - November 2011
Longreach Capital February 2010 - November 2010
Houlihan Capital January 2010 - August 2010
New Trier Partners August 2009 - November 2009
Federal Home Loan Bank of Chicago June 2009 - August 2009
MDI Investments, Inc. January 2009 - May 2009
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Financial Modeling, Financial Analysis, Corporate Development, Analysis, Leadership, Microsoft Office, Accounting, Venture Capital, Research, Capital IQ, Strategic Planning, Microsoft Excel, M&A experience, SaaS Business Modeling, SaaS, Cross-border M&A, Divestitures, DCF Valuation, Excel, PowerPoint, Due Diligence, Word, Corporate Finance, Competitive Analysis, E-commerce, Entrepreneurship, Multi-channel Retail, Business Objects, Omniture, Bloomberg Terminal, Strategic Financial..., Financial Structuring, Bloomberg, Lean Startup, Start-ups
Education
DePaul University 2008 — 2011
Bachelor's, Finance, Minor in International Business
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows
Harvard Business School 2010 — 2010
Summer Venture in Management Program
Joseph Lunkes's Houlihan Capital Experience 2010 - Present
Job Managing Director at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital 2010 - Present
Houlihan Smith & Co. 2007 - 2010
McGladrey Capital Markets 2005 - 2007
Printing Industry 2002 - 2005
Dresner Partners 1999 - 2002
EVEREN Securities, Inc. 1993 - 1999
Geneva Capital Markets 1988 - 1993
Lane Industries, Inc. 1985 - 1988
Continental Illinois Bank 1980 - 1985
PriceWaterhouse & Co. 1977 - 1979
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Mergers, Mergers & Acquisitions, LBO, M&A experience, Venture Capital, Business Valuation, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Restructuring, Financial Modeling, Financial Analysis, Crowdsourcing, Crowdfunding
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Marketing & Finance
Loyola University Chicago 1973 — 1977
BBA, Accounting
Notre Dame High School
Houlihan Capital 2010 - Present
Houlihan Smith & Co. 2007 - 2010
McGladrey Capital Markets 2005 - 2007
Printing Industry 2002 - 2005
Dresner Partners 1999 - 2002
EVEREN Securities, Inc. 1993 - 1999
Geneva Capital Markets 1988 - 1993
Lane Industries, Inc. 1985 - 1988
Continental Illinois Bank 1980 - 1985
PriceWaterhouse & Co. 1977 - 1979
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Mergers, Mergers & Acquisitions, LBO, M&A experience, Venture Capital, Business Valuation, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Restructuring, Financial Modeling, Financial Analysis, Crowdsourcing, Crowdfunding
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Marketing & Finance
Loyola University Chicago 1973 — 1977
BBA, Accounting
Notre Dame High School
Robert Schaeffer's Houlihan Capital Experience January 2013 - March 2014
Job Executive Vice President Sales and Marketing at Global Data Sentinel
Industry Information Technology and Services
Experience
Global Data Sentinel April 2014 - Present
Houlihan Capital January 2013 - March 2014
HBM Group January 2009 - January 2013
Equity Trust Fund Services 2006 - 2009
Skills
Hedge Funds, Alternative Investments, Valuation, Investment Banking, Financial Services, Securities, Private Equity, Capital, Equities, Executive Management, Due Diligence, Private Placements, Fund Administration, Capital Markets, Strategic Partnerships, Asset Management, Investor Relations, Venture Capital, Information Security, Sales Operations
Education
University of Massachusetts, Amherst
BA, Business Management / Psychology
Global Data Sentinel April 2014 - Present
Houlihan Capital January 2013 - March 2014
HBM Group January 2009 - January 2013
Equity Trust Fund Services 2006 - 2009
Skills
Hedge Funds, Alternative Investments, Valuation, Investment Banking, Financial Services, Securities, Private Equity, Capital, Equities, Executive Management, Due Diligence, Private Placements, Fund Administration, Capital Markets, Strategic Partnerships, Asset Management, Investor Relations, Venture Capital, Information Security, Sales Operations
Education
University of Massachusetts, Amherst
BA, Business Management / Psychology
Brett Evans's Houlihan Capital Experience December 2007 - August 2008
Job Account Executive at KOI Consulting Group, LLC
Industry Telecommunications
Experience
KOI Consulting Group, LLC December 2011 - Present
Cbeyond October 2008 - December 2011
Houlihan Capital December 2007 - August 2008
Skills
Solution Selling, Team Leadership, Motivation, Direct Sales, Deal Closure, Managed Services, Cloud Computing, Co-location, SaaS, HaaS, IaaS, VoIP, Networking, Leadership
Education
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Organizational Comm., Finance, Physics, Constitutional Law
University of Sydney 2006 — 2006
Study Abroad, Business, Management, Marketing, and Related Support Services
KOI Consulting Group, LLC December 2011 - Present
Cbeyond October 2008 - December 2011
Houlihan Capital December 2007 - August 2008
Skills
Solution Selling, Team Leadership, Motivation, Direct Sales, Deal Closure, Managed Services, Cloud Computing, Co-location, SaaS, HaaS, IaaS, VoIP, Networking, Leadership
Education
Michigan State University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Organizational Comm., Finance, Physics, Constitutional Law
University of Sydney 2006 — 2006
Study Abroad, Business, Management, Marketing, and Related Support Services
Ryan Griffith's Houlihan Capital Experience May 2008 - April 2011
Job Vice President at Tyree & D'Angelo Partners
Industry Venture Capital & Private Equity
Experience
Tyree & D'Angelo Partners November 2014 - Present
Prism Capital April 2011 - November 2014
Houlihan Capital May 2008 - April 2011
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Masters of Business Administration
Augustana College 2004 — 2008
B.A., Finance and Economics
Tyree & D'Angelo Partners November 2014 - Present
Prism Capital April 2011 - November 2014
Houlihan Capital May 2008 - April 2011
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Masters of Business Administration
Augustana College 2004 — 2008
B.A., Finance and Economics
Josh Arthur's Houlihan Capital Experience March 2013 - June 2013
Job Underwriter at ACE Group
Industry Insurance
Experience
ACE Group May 2015 - Present
ACE Group April 2014 - Present
ACE Group July 2013 - March 2014
Houlihan Capital March 2013 - June 2013
The Catholic Charities of the Archdiocese of Chicago February 2012 - June 2013
Skills
Microsoft Word, Microsoft Excel, CRM, Microsoft Office, Peachtree, Financial Analysis
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Finance, Economics Minor
ACE Group May 2015 - Present
ACE Group April 2014 - Present
ACE Group July 2013 - March 2014
Houlihan Capital March 2013 - June 2013
The Catholic Charities of the Archdiocese of Chicago February 2012 - June 2013
Skills
Microsoft Word, Microsoft Excel, CRM, Microsoft Office, Peachtree, Financial Analysis
Education
Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Finance, Economics Minor
Theresa Poppei's Houlihan Capital Experience February 2014 - Present
Job Senior Managing Director at Houlihan Capital
Industry Financial Services
Experience
Houlihan Capital February 2014 - Present
Duff & Phelps October 2012 - January 2014
Ceteris US LLC February 2004 - October 2012
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Houlihan Capital February 2014 - Present
Duff & Phelps October 2012 - January 2014
Ceteris US LLC February 2004 - October 2012
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General