Innovation Advisors
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Innovation Advisors Employees
Morgan Stanley July 2014 - Present
Neuberger Berman June 2013 - August 2013
Elizabeth Arden 2012 - 2012
Innovation Advisors July 2011 - August 2011
Skills
Wealth Management, Bloomberg, Investment Advisory, Financial Planning
Education
Lehigh University - College of Business and Economics 2010 — 2014
Finance
McKinsey & Company August 2012 - 2014
Adobe Systems 2011 - 2012
Adobe Systems 2011 - 2011
Formit Servizi SpA 2011 - 2011
Innovation Advisors 2009 - 2009
BlueMap, Inc. 2009 - 2009
Applied Materials 2007 - 2007
Skills
Research, Data Analysis, Customer Service, Management Consulting, Environmental Awareness, Program Management, Strategy, Business Strategy, Sustainability, Analytics, Start-ups, Entrepreneurship
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2008 — 2012
BA
Univerzita Karlova v Praze 2010 — 2010
Jump Ramp Games May 2015 - Present
Furlong FinTech December 2012 - Present
Boston Technologies Inc November 2012 - October 2014
Innovation Advisors May 2011 - October 2012
Portware June 2007 - May 2011
Confluence Venture Partners January 2007 - March 2011
Andrew Davidson & Co July 2006 - June 2007
Edison Venture Fund May 2003 - June 2006
Ashton Technology 2000 - 2002
RateXchange January 2000 - May 2000
Skills
Equities, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Equity Trading, Valuation, Investment Banking, Venture Capital, Financial Markets, Trading, Private Equity, Derivatives, Financial Modeling, Portfolio Management, Options, Investments, Mergers & Acquisitions, Strategy, Series 7, Entrepreneurship, Strategic Partnerships, Due Diligence, Financial Services, Finance, Business Development, Executive Management, Business Strategy, Corporate Development
Education
New York University 1993 — 1995
MBA, Finance & International Business
Drexel University - College of Business and Administration 1985 — 1990
Bachelor's Degree, Finance & Accounting - Dual
Willowridge Partners June 2015 - Present
Innovation Advisors May 2014 - August 2014
John Luedke Trading June 2013 - August 2013
Functional Neuroimaging Laboratory June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Office, Data Analysis, Leadership
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (B.A.), Finance, General
Jericho High School 2009 — 2013
JPMorgan Chase July 2014 - Present
JPMorgan Chase September 2012 - June 2014
JPMorgan Chase June 2011 - August 2011
Innovation Advisors June 2010 - August 2010
Alpha Beta Non-Profit Consulting August 2009 - November 2009
Carrie Beam Consulting June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Data Analysis, Microsoft Excel, PowerPoint, Financial Statement..., Credit Analysis, Competitive Analysis
Education
University of California, Berkeley -- Walter A. Haas School of Business
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley
Bachelor of Arts (B.A.), Computer Science
University of California, Berkeley
Music Minor
Educated Ventures LLC October 2010 - Present
Educelerate June 2012 - Present
DecisionDesk May 2015 - Present
GetSet April 2013 - Present
Apollo Group February 2007 - December 2010
LLR Partners July 2005 - August 2005
Janus Capital Group May 2005 - July 2005
Innovation Advisors 2002 - 2004
Credit Suisse 2000 - 2002
Skills
Education, Edtech, Strategy, Start-ups, Venture Capital, Entrepreneurship, Mergers, Mergers & Acquisitions, Higher Education, Financial Modeling, Private Equity, Leadership, Business Strategy, Strategic Planning, Corporate Development, Finance, Investments, Analysis, Market Research, Management, Strategic Partnerships, Investment Banking, Online Marketing, Corporate Finance, Business Planning, Acquisition Integration, New Business Development, Management Consulting, Executive Management, Valuation, Due Diligence, Strategy Development, Strategic Partners, Financial Analysis, Competitive Analysis, Strategic Financial..., Business Development, Financial Planning
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Entrepreneurship, I passed (phew!)
SDA Bocconi 2006 — 2006
Masters, Management, Perfect grades (but it was easy)
Uniwersytet Warszawski 2004 — 2004
Diploma, Polish Language, Non-graded
Lake Forest College 1995 — 1999
Bachelor of Arts, Economics; English Literature, 3.84 (4.0 in Economics)
Credit Suisse July 2009 - Present
Credit Suisse June 2008 - August 2008
Innovation Advisors September 2005 - July 2007
SVB Financial Group August 2003 - September 2005
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, M&A experience, Investments, Hedge Funds, Bloomberg, Due Diligence, Corporate Development, Venture Capital, LBO, Fixed Income, Leveraged Finance, Private Equity, Financial Analysis, Emerging Markets, Equities
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Northwestern University 1998 — 2002
BA, Economics
Innovation Advisors 2004 - Present
Credit Suisse June 2000 - December 2001
Skills
Corporate Finance, M&A experience, Market Research, Mergers, Company Acquisitions, International..., Investment Banking, Deal Structuring, Deal Sourcing, Deal Execution, Divestitures, Mergers & Acquisitions, Capital Markets, Venture Capital, Negotiation
Education
Columbia Law School 1997 — 2000
JD
University of Pennsylvania 1992 — 1996
BA, Psychology
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics
Partners In Health January 2015 - April 2015
Partners In Health November 2014 - January 2015
Innovation Advisors July 2012 - August 2012
All Hands Volunteers April 2012 - August 2012
All Hands Volunteers October 2008 - September 2011
All Hands Volunteers December 2006 - September 2008
Cal State East Bay Small Busines Development Center January 2005 - July 2006
University of California, Berkeley September 2002 - May 2004
Skills
Non-profits, Community Outreach, Program Development, Community Development, Volunteer Management, International..., Capacity Building, Project Management, Program Management, NGOs, Project Planning, Nonprofits, Fundraising, Proposal Writing, Research, Editing, Business Strategy, Training, Leadership, Strategy, Strategic Planning, Management, Corporate Social..., Program Evaluation, Policy Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 2012 — 2014
Master of Arts in Law and Diplomacy, International Business Relations, International Urban & Environmental Policy
University of California, Berkeley 2000 — 2004
B.S., Electrical Engineering & Computer Science
Apollo Capital Management April 2012 - Present
Stone Tower Capital July 2011 - April 2012
Barclays Capital February 2010 - July 2011
Mesirow Financial Consulting 2009 - February 2010
Innovation Advisors July 2008 - March 2009
Bear Stearns May 2007 - June 2008
Bear Stearns May 2006 - August 2006
Education
Emory University 2003 — 2007
BBA, BA, Finance, Philosophy
Emory University - Goizueta Business School 2003 — 2007