Milestone Advisors
Industry: Company
DescriptionFounded: 2001 Parent organization: Houlihan Lokey
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Milestone Advisors Employees
Alhambra Circle Partners May 2015 - Present
iFinanceWorld August 2014 - Present
Middlemarch Partners August 2011 - May 2015
Payment Card Services January 2009 - August 2011
BSG Capital, LLC June 2003 - August 2011
Cash Yes Card January 2006 - January 2009
Milestone Advisors January 2002 - June 2003
KBW February 1997 - September 2001
Sandler O'Neill October 1988 - February 1997
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Accounting
Tulane University
Bachelor's degree, Economics
RingCentral July 2014 - July 2015
The Wharton School September 2012 - May 2014
The Hershey Company June 2013 - August 2013
Nomura September 2010 - July 2012
Wachovia / Wells Fargo Securities November 2009 - August 2010
Wachovia June 2007 - November 2009
Milestone Advisors September 2006 - April 2007
Delphos International September 2005 - December 2005
Salomon Smith Barney December 2004 - May 2005
Skills
Corporate Finance, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Due Diligence, Market Research, Financial Statement..., Consumer Products, Food, CO-PA, Valuation, Financial Analysis, Investment Banking, LBO, Equities, Mergers, Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ, Series 7, Series 63, Lean Operations, Management, Mentoring, Data Mining, Data Analysis, Forecasting, Accounting, Finance, Strategy, Competitive Analysis, Banking, Market Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2003 — 2007
Bachelor's Degree
Berkshire Hathaway HomeServices C. Dan Joyner, REALTORS September 2013 - Present
Union Bank February 2009 - August 2012
Milestone Advisors February 2007 - September 2008
Union Bank October 2004 - February 2007
initiaTEK, Inc. August 2001 - August 2003
ExxonMobil June 2000 - June 2001
Skills
Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Financial Analysis
Education
University of Florida 1996 — 2000
Bachelor's Degree, Business Administration / Finance, 4.0 / 4.0
Wyatt Institute of Real Estate
NorthStar Asset Management Group Inc. June 2015 - Present
Berkadia Commercial Mortgage LLC June 2013 - June 2015
Milestone Advisors September 2012 - December 2012
Barclays May 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Pepco Holdings, Inc. June 2011 - December 2011
Skills
Financial Modeling, Investment Banking, Financial Statement..., Commercial Real Estate, Seniors Housing, Real Estate Financing, Banking, Valuation, Microsoft Excel, Financial Analysis, Healthcare Real Estate
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Berkeley Preparatory School 2005 — 2009
High School Diploma
Fletcher Petroleum Corp. October 2013 - Present
Genesis Energy Partners, LLC July 2013 - October 2013
Sands Brothers Asset Management LLC April 2010 - October 2013
Hales & Company January 2008 - March 2010
Milestone Advisors October 2006 - October 2007
Piper Jaffray August 2005 - October 2006
Skills
Mergers, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Equities, Venture Capital, Fixed Income, Investments, Finance, Mergers & Acquisitions, Strategy, Analysis
Education
Brown University 2001 — 2005
BA, Business Economics
Houlihan Lokey January 2013 - Present
Milestone Advisors June 2011 - December 2012
JPMorgan Chase June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Capital Markets, Venture Capital, Mergers & Acquisitions, Finance, DCF, Asset Management
Education
Baylor University 2007 — 2011
BBA, Finance, Economics and Entrepreneurship
National Securities June 2013 - Present
Milestone Advisors August 2012 - December 2012
Oppenheimer & Co. May 2012 - August 2012
Imperial College London 2011 - 2012
Siebert Brandford Shank Co., LLC. October 2011 - December 2011
Blue Heron Capital May 2011 - September 2011
Kogod Finance Group August 2009 - May 2010
Skills
Bloomberg, Thompson One, Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital IQ, Equities, Economics, Equity Research, Equity Valuation, Capital Markets, Private Equity, Equity Capital Markets
Education
American University - Kogod School of Business 2008 — 2012
Bachelor of Science (BS), Finance; International Business (Emerging Markets)
Imperial College London
Exchange Student
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC February 2014 - July 2015
Houlihan Lokey January 2013 - January 2014
Milestone Advisors June 2010 - December 2012
American Capital August 2007 - June 2010
PricewaterhouseCoopers August 2006 - August 2007
Skills
Valuation, DCF, Financial Analysis, Investment Banking, Mergers, Financial Modeling, Corporate Finance, Accounting, Excel, Due Diligence, Private Equity, Finance, Asset Management, Financial Services, Mortgage Banking, Risk Management, Analysis, Forecasting
Education
Georgetown University 2002 — 2006
BS, Finance, Accounting
Netflix December 2014 - Present
JMI Equity August 2013 - November 2014
Barclays Investment Bank July 2011 - June 2013
Barclays Investment Bank June 2010 - August 2010
Milestone Advisors September 2009 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments, Business Strategy, Leadership, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Strategy, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
B.S. in Business Administration, Accounting, Finance
Irondale High School 2003 — 2007
Western Financial Corporation June 2013 - Present
Houlihan Lokey January 2013 - May 2013
Milestone Advisors August 2006 - December 2012
Hoefer & Arnett, Inc. 2000 - 2006
Hovde Financial 1996 - 2000
Skills
Mergers, Valuation, Banking, Equities, Strategy, Finance, Financial Structuring, Securities, Investment Banking, Private Equity, Capital Markets, Negotiation, Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Old Dominion University 1986 — 1989
BS, Biochemistry
Houlihan Lokey January 2013 - Present
Milestone Advisors October 2002 - December 2012
Bavyiew Financial 1992 - 2002
Education
University of Florida - Warrington College of Business Administration 1981 — 1985
BSBA, Finance
Credit Suisse July 2013 - Present
Milestone Advisors September 2011 - December 2012
Hilltop MicroFinance Initiative, Inc September 2010 - December 2012
Credit Suisse June 2012 - August 2012
Volksbank Trier, eG June 2011 - July 2011
Skills
Quickbooks, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Accounting, Finance, German
Delbarton School
Diploma
Brevan Howard August 2015 - Present
Deutsche Bank June 2013 - July 2015
Credit Suisse June 2010 - May 2013
Credit Suisse First Boston May 2009 - August 2009
Milestone Advisors August 2008 - May 2009
Skills
Derivatives, Bloomberg, FX Options, Investment Banking, Fixed Income, Structured Products, Options, Financial Modeling, Trading, Interest Rate..., FX trading
Education
Georgetown University 2006 — 2010
BSBA, Financial Engineering
Holy Ghost Preparatory School 2002 — 2006
Alethea Capital Management, LLC April 2015 - Present
Deutsche Bank Trust Company Americas April 2014 - Present
Deutsche Bank November 2011 - April 2014
Deutsche Bank February 2007 - December 2011
Milestone Advisors October 2008 - August 2009
SIRVA June 2004 - December 2006
TPA Horwath April 2003 - September 2003
Skills
Business Analysis, Emerging Markets, Business Development, Management, Program Management, Financial Analysis, Operational Risk, Financial Modeling, Strategic Planning, Structured Finance, Prime Brokerage, Project Management, Strategic Financial..., Strategic Partnerships, International Business..., Regional Planning, Eastern Europe, Latin America, Operations Management, Financial Operations, Operational Excellence, Lean Transformation, Business Process..., Sales Operations, Exchange Traded..., Exotic Derivatives, Financial Regulation, Securities Regulation, Global Regulatory..., Compliance, B2B Marketing, Sales Presentations, Internal Communications, Marketing Communications, Strategic Communications, Project Control, Internal Controls, Cost Control, Design Control, Disaster Recovery, Change Control, Staff Management, Staff Supervision, Staff Development, Human Resource Planning, Human Resource..., MS Project, PowerPoint, Volunteering, Capital Markets
Education
Indiana University - Kelley School of Business 1999 — 2004
BS, Business
St. Louis University High 1995 — 1999
High School Diploma, General Studies, 3.6 GPA
American Express May 2013 - Present
American Express May 2011 - May 2013
Capgemini Consulting July 2009 - May 2011
Milestone Advisors October 2007 - July 2009
PricewaterhouseCoopers LLP September 2006 - October 2007
Skills
Financial Modeling, Business Strategy, Financial Analysis, Product Management, Leadership, Corporate Finance, Management Consulting, Business Analysis, Change Management, Process Reengineering, Project Management, Forecasting, Marketing, Strategic Planning, Cross-functional Team...
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2006
MS, Accounting
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
Bachelors, Business Administration
Credit Suisse May 2014 - Present
Credit Suisse July 2012 - May 2014
Credit Suisse June 2011 - August 2011
Milestone Advisors September 2010 - May 2011
The Bank of New York Mellon June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, DCF, Microsoft Excel, PowerPoint, Bloomberg Terminal, Investment Banking, Microsoft Office, Financial Reporting, Finance
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance, Operations and Information Management, 3.9
Regis High School 2004 — 2008
High School Diploma
Bradford Scott Data Corp. March 2010 - Present
IWM Consulting Group September 2008 - Present
Quintegra Resourcing 2003 - Present
Milestone Advisors November 2008 - March 2010
Providyn 2000 - 2003
Bradford Scott Data Corporation 1999 - 2000
Providyn 1998 - 2000
Career Consultants, Inc. 1983 - 1998
Skills
CMA, Financial Reporting, Project Accounting, Strategic Planning, Financial Analysis, Financial Statements, Accounting, Forecasting, Financial Accounting
Education
Butler University - College of Business Administration 1980 — 1985
MBA
Indiana State University - Scott College of Business 1972 — 1975
BS, Administration
First Internet Bancorp August 2014 - Present
First Financial Bancorp March 2010 - August 2014
Milestone Advisors October 2008 - September 2009
Howe Barnes Hoefer & Arnett November 2004 - July 2008
A.G. Edwards & Sons, Inc. 2000 - 2004
Price Waterhouse LLP 1993 - 1998
Skills
Investor Relations, Acquisitions, Mergers, Strategic Planning, Financial Modeling, Valuation, Risk Management, Cross-functional Team..., Corporate Finance, Corporate Governance, Capital Markets, Project Management, Industry Analysis, Financial Analysis, Financial Reporting, SEC reporting, Process Improvement, Negotiation, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA
Northern Illinois University 1988 — 1992
BS
Electric Wellness July 2009 - Present
Partnership for Public Service February 2012 - January 2013
Partnership for Public Service February 2010 - February 2012
Milestone Advisors February 2006 - February 2010
Democracy Alliance January 2005 - February 2006
Keever for Congress July 2004 - November 2004
Parliament of United Kindgom, Frank Roy, MP January 2003 - June 2004
Skills
Customer Service, Master Scheduling, Relationship Management, Nutrition, Wellness, Office Administration, Building Relationships, Fitness, Organization, Lifestyle Coaching, Leadership, Nutritional Counseling, Wellbeing, Yoga, Holistic Health, Personal Training, Fitness Training, Program Management, Lifestyle, Wellness Coaching, Program Development, Government, Training, Strength Training, Legislative Relations, Policy, Event Management, Employee Wellness, Event Planning, Mindfulness Meditation, Financial Services
Education
SUNY Brockport 2000 — 2003
Political Science and International Communications, Political Science and Government
Institute for Integrative Nutrition
Metabolic Effect
Bella Tunno October 2011 - Present
Milestone Advisors April 2010 - May 2011
Sam and Harry's April 2009 - April 2010
Design Cuisine August 2007 - June 2009
Senator Trent Lott August 2005 - July 2007
United States Senate Committee on Rules and Administration January 2005 - August 2005
Skills
Microsoft Office, Customer Relations, Social Media, Event Planning, Event Management, Microsoft Excel, Account Management, Outlook, Microsoft Word
Education
The George Washington University - School of Business 2007 — 2008
Event Management and Planning Certificate, Business, Management, Marketing, and Related Support Services
Mississippi College 2002 — 2004
Masters of Science, Psychology
University of Mississippi 1998 — 2002
BA, Psychology; Family and Consumer Sciences
Greenberg Advisors, LLC April 2009 - Present
Milestone Advisors May 2006 - April 2009
Kaulkin Ginsberg August 1996 - April 2006
Skills
Mergers, Venture Capital, Valuation, Investments, Private Equity, Due Diligence, Corporate Finance, Financial Modeling, Restructuring, Debt, IPO, Divestitures, Joint Ventures, Start-ups, LBO, Corporate Development, Financial Analysis, Structuring, DCF, Investment Banking, Equities, Business Valuation, Private Placements, Strategic Planning, Buyouts, Fairness Opinions, Growth Capital, Funding, Business Strategy, Corporate Law, Entrepreneur, Capital Raising, Entrepreneurship, Financial Structuring, Mergers & Acquisitions
Education
The George Washington University
International Business and Marketing
Pine Brook Road Partners July 2014 - Present
J.G. Wentworth June 2013 - August 2013
JLL Partners June 2010 - July 2012
Milestone Advisors January 2010 - June 2010
Milestone Advisors July 2007 - January 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), High Honors
University of North Carolina at Chapel Hill 2003 — 2007
BSBA, Business Administration, Chemistry
loanDepot August 2014 - Present
Cetera Financial Group October 2010 - July 2014
Milestone Advisors 2009 - 2010
Indymac Bank 2007 - 2008
ResMAE Mortgage Company 2003 - 2007
ePolicy Solutions, Inc 2000 - 2003
Netgateway, Inc 2000 - 2000
Long Beach Mortgage Company 1998 - 2000
Avco Financial Services, Inc 1996 - 1998
Standard Chartered Bank 1993 - 1996
Skills
Mergers & Acquisitions, Corporate Finance, Finance, Risk Management, Capital Markets, Valuation, Private Equity, Banking, Investment Banking, Start-ups, Financial Services, Loans, Equities, Restructuring, Venture Capital
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Finance
University of California, Berkeley 1978 — 1982
BA, Economics
Houlihan Lokey January 2013 - Present
Milestone Advisors May 2012 - December 2012
Royal Bank of Scotland August 2011 - February 2012
Royal Bank of Scotland June 2010 - August 2010
Boenning & Scattergood, Inc. June 2009 - August 2009
Head of the Charles Regatta Office March 2007 - June 2007
Belmont HIll School June 2005 - August 2005
Skills
Finance, Valuation, Financial Modeling, Analysis, Investment Banking, Portfolio Management, Corporate Finance, Bloomberg, Due Diligence, Private Equity, PowerPoint, Capital Markets, Equities, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors of Science, BSc Economics: Finance, Accounting Concentrations
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science, Economics; Finance & Accounting; Finance Concentration
Belmont Hill School 2001 — 2007
High School Diploma
University Research Co., LLC (URC) & Center for Human Services (CHS) June 2015 - Present
Uber September 2014 - May 2015
AIG June 2013 - August 2013
IDEX Fellowship in Social Enterprise June 2012 - April 2013
Relief International March 2012 - June 2012
Greater Phoenix Economic Council August 2009 - June 2010
Milestone Advisors June 2008 - August 2009
Morgan Stanley April 2007 - August 2007
Skills
Analysis, Economics, Strategy, Social Entrepreneurship, Financial Modeling, Qualitative Research, Market Research, Financial Analysis, Economic Development, International Relations
Education
American University 2011 — 2014
M.A. International Development, Concentration in the areas of : Microfinance, Social Enterprise, Global Political Economy
Arizona State University, W. P. Carey School of Business 2004 — 2008
B.S. Finance, International Business, Political Science