Monroe Capital
Industry: Company
DescriptionHeadquarters: Chicago, IL Founded: 2011
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Monroe Capital Employees
Employee
Years
Job
Industry
Lani Gerszonovicz Lani Gerszonovicz's Monroe Capital Experience January 2013 - October 2014
Job Community Development Coordinator at Banner Day Camp | Tours, Enrollments & Recruiting | Event Planner
Industry Public Relations and Communications
Experience
Banner Day Camp April 2014 - Present
Monroe Capital January 2013 - October 2014
Yoga One World 2004 - 2014
Illinois Bone and Joint Institute 2011 - 2012
Skills
Strategy, Marketing, Finance, Leadership, Training, Program Management, Strategic Planning, Business Strategy, Integrated Marketing, Performance Management, Public Speaking, New Business Development, Social Media Marketing, Community Outreach, Marketing Strategy, Sales, Business Development, Building Relationships, Entrepreneurship, Sales Process, Community Development, Business Networking, Social Media, Social Networking, Event Planning, Event Management, Customer Service, Coaching
Education
Long Island University, C.W. Post Campus 1990 — 1991
Master of Business Administration (MBA),, Finance
Long Island University, C.W. Post Campus 1986 — 1990
Bachelor's degree, Marketing
Banner Day Camp April 2014 - Present
Monroe Capital January 2013 - October 2014
Yoga One World 2004 - 2014
Illinois Bone and Joint Institute 2011 - 2012
Skills
Strategy, Marketing, Finance, Leadership, Training, Program Management, Strategic Planning, Business Strategy, Integrated Marketing, Performance Management, Public Speaking, New Business Development, Social Media Marketing, Community Outreach, Marketing Strategy, Sales, Business Development, Building Relationships, Entrepreneurship, Sales Process, Community Development, Business Networking, Social Media, Social Networking, Event Planning, Event Management, Customer Service, Coaching
Education
Long Island University, C.W. Post Campus 1990 — 1991
Master of Business Administration (MBA),, Finance
Long Island University, C.W. Post Campus 1986 — 1990
Bachelor's degree, Marketing
Donald Mastro Donald Mastro's Monroe Capital Experience March 2007 - December 2008
Job SVP at Bank of America Business Capital
Industry Banking
Experience
Bank of America Business Capital January 2009 - Present
Monroe Capital March 2007 - December 2008
Bank of America Business Capital February 2003 - March 2007
US Bank June 2002 - January 2003
Fleet Capital Corporation (n/k/a Bank of America Business Capital) December 1995 - June 2002
American National Bank (n/k/a JP Morgan Chase Bank) February 1994 - December 1995
Education
Quinlan School of Business, Loyola University Chicago 1997 — 1999
MBA, Finance & International Business
Lake Forest College 1988 — 1992
BA, Business & Psychology
Bank of America Business Capital January 2009 - Present
Monroe Capital March 2007 - December 2008
Bank of America Business Capital February 2003 - March 2007
US Bank June 2002 - January 2003
Fleet Capital Corporation (n/k/a Bank of America Business Capital) December 1995 - June 2002
American National Bank (n/k/a JP Morgan Chase Bank) February 1994 - December 1995
Education
Quinlan School of Business, Loyola University Chicago 1997 — 1999
MBA, Finance & International Business
Lake Forest College 1988 — 1992
BA, Business & Psychology
Tom Molzahn, CFA Tom Molzahn, CFA's Monroe Capital Experience July 2013 - August 2014
Job Associate at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group August 2014 - Present
Monroe Capital July 2013 - August 2014
Wolf Point Growth Partners June 2012 - August 2012
CHS Capital LLC January 2012 - March 2012
Prudential Capital Group July 2007 - July 2011
Education
Kellogg Graduate School of Management 2011 — 2013
MBA, Entrepreneurship, Finance, Marketing, 3.8
University of Wisconsin-Madison 2003 — 2007
BBA, Finance, Investment, and Banking
Prudential Capital Group August 2014 - Present
Monroe Capital July 2013 - August 2014
Wolf Point Growth Partners June 2012 - August 2012
CHS Capital LLC January 2012 - March 2012
Prudential Capital Group July 2007 - July 2011
Education
Kellogg Graduate School of Management 2011 — 2013
MBA, Entrepreneurship, Finance, Marketing, 3.8
University of Wisconsin-Madison 2003 — 2007
BBA, Finance, Investment, and Banking
James Cassady James Cassady's Monroe Capital Experience June 2013 - Present
Job Managing Director Fund Compliance and Finance at Monroe Capital
Industry Financial Services
Experience
Monroe Capital June 2013 - Present
Deloitte Corporate Finance, LLC April 2010 - June 2013
Monroe Capital February 2007 - April 2010
Orchard First Source Capital 1997 - 2007
Skills
Corporate Finance, Capital Markets, Investment Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, LBO, Structured Finance, Credit, Restructuring, Financial Structuring, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accounting
Monroe Capital June 2013 - Present
Deloitte Corporate Finance, LLC April 2010 - June 2013
Monroe Capital February 2007 - April 2010
Orchard First Source Capital 1997 - 2007
Skills
Corporate Finance, Capital Markets, Investment Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Leveraged Finance, LBO, Structured Finance, Credit, Restructuring, Financial Structuring, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (BS), Accounting
Ross Schoenfeld's Monroe Capital Experience July 2014 - February 2015
Job Associate at Avant
Industry Financial Services
Experience
Monroe Capital July 2014 - February 2015
Monroe Capital June 2012 - July 2014
Monroe Capital June 2011 - August 2011
UBS Financial Services June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management, Asset Managment, Corporate Finance, Leveraged Finance, Credit Analysis, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
CEA Global Campus Seville 2011 — 2011
Humanities and Spanish Language
Monroe Capital July 2014 - February 2015
Monroe Capital June 2012 - July 2014
Monroe Capital June 2011 - August 2011
UBS Financial Services June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Portfolio Management, Asset Managment, Corporate Finance, Leveraged Finance, Credit Analysis, Finance, Asset Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
CEA Global Campus Seville 2011 — 2011
Humanities and Spanish Language
Sara Mongerson Sara Mongerson's Monroe Capital Experience September 2010 - September 2011
Job Principal, Head of Marketing at Hanseatic Management Services, Inc.
Industry Investment Management
Experience
Hanseatic Management Services, Inc. January 2015 - Present
De Luna Partners September 2011 - January 2015
Monroe Capital September 2010 - September 2011
Smith Asset Management Group October 2003 - September 2010
SUSTAINABLE ASSET MANAGEMENT USA, INC. February 2002 - October 2003
COLUMBIA MANAGEMENT COMPANY May 2000 - December 2002
LOOMIS, SAYLES & COMPANY, L.P. May 1995 - May 2000
Skills
Investments, Asset Managment, Fixed Income, Portfolio Management, Equities, Alternative Investments, Private Equity, Hedge Funds, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Asset Allocation, Investment Strategies, Leveraged Finance, Series 7, Mutual Funds, Corporate Finance, Strategic Planning, Corporate Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Illinois State University 1989 — 1992
BS, Finance
Hanseatic Management Services, Inc. January 2015 - Present
De Luna Partners September 2011 - January 2015
Monroe Capital September 2010 - September 2011
Smith Asset Management Group October 2003 - September 2010
SUSTAINABLE ASSET MANAGEMENT USA, INC. February 2002 - October 2003
COLUMBIA MANAGEMENT COMPANY May 2000 - December 2002
LOOMIS, SAYLES & COMPANY, L.P. May 1995 - May 2000
Skills
Investments, Asset Managment, Fixed Income, Portfolio Management, Equities, Alternative Investments, Private Equity, Hedge Funds, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Asset Allocation, Investment Strategies, Leveraged Finance, Series 7, Mutual Funds, Corporate Finance, Strategic Planning, Corporate Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Illinois State University 1989 — 1992
BS, Finance
Greg Desaulniers Greg Desaulniers's Monroe Capital Experience 2000 - 2004
Job
Industry Computer Software
Experience
MineSense Technologies Ltd. June 2014 - Present
G-Des Consulting May 2004 - Present
MineSense Technologies Ltd. May 2011 - May 2014
Thompson Rivers University November 2010 - 2014
Distrix Inc January 2008 - September 2010
Distrix Inc August 2007 - January 2008
Thompson Rivers University 2004 - 2007
Monroe Capital 2000 - 2004
GT Group Telecom 1999 - 2001
Xcert International 1998 - 1999
Skills
Program Management, Start-ups, Software Development, Change Management, Project Management, Executive Management, Product Development, Integration, Strategy, Security, IT Management, Management, IT Strategy, PMP, Research, Entrepreneurship, Consulting, Strategic Planning, IT Service Management, SDLC, Strategic Consulting, IT Operations, Project Planning, Information Assurance, Budgets, Product Management, CMDB, Technology Development, Budgeting, Planning, Private Sector, Leadership, Team Leadership, Business Development, Cleantech, Internet of Things
Education
McGill University
B. Eng
MineSense Technologies Ltd. June 2014 - Present
G-Des Consulting May 2004 - Present
MineSense Technologies Ltd. May 2011 - May 2014
Thompson Rivers University November 2010 - 2014
Distrix Inc January 2008 - September 2010
Distrix Inc August 2007 - January 2008
Thompson Rivers University 2004 - 2007
Monroe Capital 2000 - 2004
GT Group Telecom 1999 - 2001
Xcert International 1998 - 1999
Skills
Program Management, Start-ups, Software Development, Change Management, Project Management, Executive Management, Product Development, Integration, Strategy, Security, IT Management, Management, IT Strategy, PMP, Research, Entrepreneurship, Consulting, Strategic Planning, IT Service Management, SDLC, Strategic Consulting, IT Operations, Project Planning, Information Assurance, Budgets, Product Management, CMDB, Technology Development, Budgeting, Planning, Private Sector, Leadership, Team Leadership, Business Development, Cleantech, Internet of Things
Education
McGill University
B. Eng
Eric Fishel Eric Fishel's Monroe Capital Experience June 2011 - September 2011
Job Associate Analyst High Yield Research at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2012 - Present
Monroe Capital June 2011 - September 2011
Entre Todos Asociacion Civil (founding member of the Argentina Microfinance Network) April 2010 - August 2010
Morgan Stanley April 2009 - July 2009
Morgan Stanley December 2007 - April 2009
Morgan Stanley January 2006 - December 2007
Skills
Equities, Valuation, Due Diligence, Fixed Income, Fixed Income Research, Fixed Income Products, Leveraged Finance, Economics, Economic Research, International Business, Microfinance, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
The Johns Hopkins University 2006 — 2009
M.A., Economics
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance & International Business
Wilton High School 1997 — 2001
Wells Fargo Securities September 2012 - Present
Monroe Capital June 2011 - September 2011
Entre Todos Asociacion Civil (founding member of the Argentina Microfinance Network) April 2010 - August 2010
Morgan Stanley April 2009 - July 2009
Morgan Stanley December 2007 - April 2009
Morgan Stanley January 2006 - December 2007
Skills
Equities, Valuation, Due Diligence, Fixed Income, Fixed Income Research, Fixed Income Products, Leveraged Finance, Economics, Economic Research, International Business, Microfinance, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
The Johns Hopkins University 2006 — 2009
M.A., Economics
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance & International Business
Wilton High School 1997 — 2001
Jamison Monroe's Monroe Capital Experience February 2008 - Present
Job Founder at Newport Academy
Industry Mental Health Care
Experience
Newport Academy May 2008 - Present
Monroe Capital February 2008 - Present
Global Adolescent Project March 2011 - Present
Orange Coast Recovery December 2007 - May 2008
LTD January 2006 - December 2007
Skills
Starting Things, Creative Problem Solving, Healing, Numbers, Treatment, Mental Health, Adolescents, Wellness, Public Speaking, Program Development, Research, Non-profits, Fundraising, Leadership Development, Counseling Psychology, Coaching, Holistic Health, Behavioral Health, Adults, Life Transitions, Career Counseling, Psychotherapy, Nonprofits, Social Entrepreneurship, Stress Management, Community Outreach, Crisis Intervention, Motivational..., Conflict Resolution, Family Therapy, Co-occurring Disorders, Group Therapy, Psychology, Chemical Dependency, Healthcare, Case Managment, Self-esteem, Mindfulness, Mental Health Counseling, Personal Development, Chronic Illness, Addiction Recovery, Prevention, Social Services, Interventions, CBT, Anger Management, Therapists, Stress, Supervisory Skills
Education
The University of Texas at Austin 1999 — 2004
Finance, Economics, Government
Newport Academy May 2008 - Present
Monroe Capital February 2008 - Present
Global Adolescent Project March 2011 - Present
Orange Coast Recovery December 2007 - May 2008
LTD January 2006 - December 2007
Skills
Starting Things, Creative Problem Solving, Healing, Numbers, Treatment, Mental Health, Adolescents, Wellness, Public Speaking, Program Development, Research, Non-profits, Fundraising, Leadership Development, Counseling Psychology, Coaching, Holistic Health, Behavioral Health, Adults, Life Transitions, Career Counseling, Psychotherapy, Nonprofits, Social Entrepreneurship, Stress Management, Community Outreach, Crisis Intervention, Motivational..., Conflict Resolution, Family Therapy, Co-occurring Disorders, Group Therapy, Psychology, Chemical Dependency, Healthcare, Case Managment, Self-esteem, Mindfulness, Mental Health Counseling, Personal Development, Chronic Illness, Addiction Recovery, Prevention, Social Services, Interventions, CBT, Anger Management, Therapists, Stress, Supervisory Skills
Education
The University of Texas at Austin 1999 — 2004
Finance, Economics, Government
Alex Franky Alex Franky's Monroe Capital Experience August 2005 - Present
Job Sr Credit Analyst, Portfolio Management & Underwriter
Industry Investment Management
Experience
Monroe Capital August 2005 - Present
Hilco Capital April 2002 - August 2005
GMAC Commercial Finance 1999 - 2001
Finova Capital 1997 - 2001
LaSalle Bank 1992 - 1997
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance and International Business
University of Illinois at Chicago 1987 — 1991
Bachelor, Accounting
Monroe Capital August 2005 - Present
Hilco Capital April 2002 - August 2005
GMAC Commercial Finance 1999 - 2001
Finova Capital 1997 - 2001
LaSalle Bank 1992 - 1997
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance and International Business
University of Illinois at Chicago 1987 — 1991
Bachelor, Accounting
Manisha Varshney Manisha Varshney's Monroe Capital Experience 2010 - 2010
Job Product Management
Industry Information Technology and Services
Experience
Esurance 2014 - 2015
Early stage startups 2013 - 2014
Akoya Capital 2011 - 2012
Monroe Capital 2010 - 2010
Zurich Financial Services 2006 - 2009
Verizon 2003 - 2006
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Business Development, Start-ups, Product Marketing, Product Management, Market Research, Management Consulting, Consulting, Analysis
Education
St. Stephen's College
Bachelor of Science (BS), Physics
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Marketing, Entrepreneurship
Esurance 2014 - 2015
Early stage startups 2013 - 2014
Akoya Capital 2011 - 2012
Monroe Capital 2010 - 2010
Zurich Financial Services 2006 - 2009
Verizon 2003 - 2006
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Business Development, Start-ups, Product Marketing, Product Management, Market Research, Management Consulting, Consulting, Analysis
Education
St. Stephen's College
Bachelor of Science (BS), Physics
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, Marketing, Entrepreneurship
Andrew Cozewith Andrew Cozewith's Monroe Capital Experience October 2013 - Present
Job Managing Director Originations and National Media Practice Leader
Industry Banking
Experience
Monroe Capital October 2013 - Present
SunTrust Robinson Humphrey June 2011 - October 2013
CIT Group March 2005 - June 2009
GE Capital July 2000 - March 2005
Royal Bank of Canada 1994 - 2000
Skills
Capital Markets, Leveraged Finance, Private Equity, Originations, Underwriting, Portfolio Management, Financial Workouts, Debt Restructuring, Valuation, Deal structuring and..., M&A, Corporate Finance, Middle Market, Due Diligence, Financial Analysis, Finance, CRM, Credit Risk, Mergers & Acquisitions, Restructuring, Credit Analysis, Investments
Education
Fordham University 1995 — 1999
MBA, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Monroe Capital October 2013 - Present
SunTrust Robinson Humphrey June 2011 - October 2013
CIT Group March 2005 - June 2009
GE Capital July 2000 - March 2005
Royal Bank of Canada 1994 - 2000
Skills
Capital Markets, Leveraged Finance, Private Equity, Originations, Underwriting, Portfolio Management, Financial Workouts, Debt Restructuring, Valuation, Deal structuring and..., M&A, Corporate Finance, Middle Market, Due Diligence, Financial Analysis, Finance, CRM, Credit Risk, Mergers & Acquisitions, Restructuring, Credit Analysis, Investments
Education
Fordham University 1995 — 1999
MBA, Finance
Indiana University Bloomington 1989 — 1993
BS, Finance
Laura Kraus's Monroe Capital Experience July 2011 - June 2013
Job Vice President Head of Midwest Originations at Goldman Sachs Private Credit Group
Industry Financial Services
Experience
Goldman Sachs Private Credit Group July 2013 - Present
Monroe Capital July 2011 - June 2013
MFC Capital Funding February 2006 - July 2011
JPMorgan March 2002 - February 2006
Skills
Private Equity, Leveraged Finance, Business Development, Underwriting, Portfolio Management, Asset Based Lending, Cash Flow Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
Goldman Sachs Private Credit Group July 2013 - Present
Monroe Capital July 2011 - June 2013
MFC Capital Funding February 2006 - July 2011
JPMorgan March 2002 - February 2006
Skills
Private Equity, Leveraged Finance, Business Development, Underwriting, Portfolio Management, Asset Based Lending, Cash Flow Lending
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance
Henry Wood's Monroe Capital Experience June 2010 - August 2010
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
University of Pennsylvania AnalystJ.P. MorganJuly 2013 - Present
J.P. Morgan June 2012 - August 2012
Allstate May 2011 - August 2011
Monroe Capital June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Statistics, Legal Studies
University of Pennsylvania AnalystJ.P. MorganJuly 2013 - Present
J.P. Morgan June 2012 - August 2012
Allstate May 2011 - August 2011
Monroe Capital June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Statistics, Legal Studies
Mark Solovy Mark Solovy's Monroe Capital Experience September 2013 - Present
Job Managing Director and CoHead of Technology Finance Group at Monroe Capital
Industry Venture Capital & Private Equity
Experience
Monroe Capital September 2013 - Present
OurCrowd June 2013 - August 2013
Hercules Technology Growth Capital 2012 - 2013
Sikich Investment Banking 2011 - 2012
Waveland Capital Group 2009 - 2010
Sonim Technologies 2009 - 2010
Vanguard Services 2009 - 2010
GunnAllen Financial 2005 - 2009
Aperto Networks 2005 - 2009
Atrica 2005 - 2008
Education
University of Pennsylvania Law School 1993 — 1996
J.D., Law
Washington University in St. Louis 1989 — 1993
B.S. in Business Administration
University of Pennsylvania
Monroe Capital September 2013 - Present
OurCrowd June 2013 - August 2013
Hercules Technology Growth Capital 2012 - 2013
Sikich Investment Banking 2011 - 2012
Waveland Capital Group 2009 - 2010
Sonim Technologies 2009 - 2010
Vanguard Services 2009 - 2010
GunnAllen Financial 2005 - 2009
Aperto Networks 2005 - 2009
Atrica 2005 - 2008
Education
University of Pennsylvania Law School 1993 — 1996
J.D., Law
Washington University in St. Louis 1989 — 1993
B.S. in Business Administration
University of Pennsylvania
Spencer Adams Spencer Adams's Monroe Capital Experience February 2007 - Present
Job VP
Industry Venture Capital & Private Equity
Experience
Monroe Capital February 2007 - Present
The Kessler Group April 2004 - December 2006
Empact Solutions August 2002 - February 2004
Deutsche Bank November 1999 - April 2002
Skills
Venture Capital, Corporate Development, Strategic Partnerships, Mergers, Start-ups, Financial Modeling, Marketing Strategy, Mergers & Acquisitions, Valuation, Due Diligence, Financial Services, Analytics, Business Development, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
The George Washington University 1988 — 1992
BA, Political Science
Monroe Capital February 2007 - Present
The Kessler Group April 2004 - December 2006
Empact Solutions August 2002 - February 2004
Deutsche Bank November 1999 - April 2002
Skills
Venture Capital, Corporate Development, Strategic Partnerships, Mergers, Start-ups, Financial Modeling, Marketing Strategy, Mergers & Acquisitions, Valuation, Due Diligence, Financial Services, Analytics, Business Development, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
The George Washington University 1988 — 1992
BA, Political Science
James Leonard, CFA James Leonard, CFA's Monroe Capital Experience July 2013 - July 2014
Job Assistant Portfolio Manager, Golub Capital
Industry Financial Services
Experience
Golub Capital July 2014 - Present
Monroe Capital July 2013 - July 2014
Morningstar April 2011 - July 2013
Deerfield Capital Management August 2007 - April 2011
Wachovia Securities November 2005 - May 2007
Refco Trading Services April 2005 - November 2005
Bank of America December 2000 - April 2005
United States Marine Corps June 1992 - November 1999
Skills
Credit, Fixed Income, Bonds, Loans, ABS, Structured Finance, Trading, Portfolio Management, Options, Financial Risk, Banking, Commodity, Treasury, Equities, Asset Management, Investments, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Derivatives, Structured Products, Securities, Investment Management, Equity Research, Hedge Funds
Education
University of Chicago 1999 — 2001
Master of Business Administration (MBA), Financial Management and Econometrics/Statistics
DePaul University 1988 — 1992
Bachelor of Science (BS), Finance, General
Golub Capital July 2014 - Present
Monroe Capital July 2013 - July 2014
Morningstar April 2011 - July 2013
Deerfield Capital Management August 2007 - April 2011
Wachovia Securities November 2005 - May 2007
Refco Trading Services April 2005 - November 2005
Bank of America December 2000 - April 2005
United States Marine Corps June 1992 - November 1999
Skills
Credit, Fixed Income, Bonds, Loans, ABS, Structured Finance, Trading, Portfolio Management, Options, Financial Risk, Banking, Commodity, Treasury, Equities, Asset Management, Investments, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Derivatives, Structured Products, Securities, Investment Management, Equity Research, Hedge Funds
Education
University of Chicago 1999 — 2001
Master of Business Administration (MBA), Financial Management and Econometrics/Statistics
DePaul University 1988 — 1992
Bachelor of Science (BS), Finance, General
Anand Christopher Anand Christopher's Monroe Capital Experience June 2010 - October 2011
Job Managing Partner at Claremont Hudson
Industry Management Consulting
Experience
Claremont Hudson November 2014 - Present
Independent Consultant October 2011 - October 2014
Gillum Strategy Partners June 2012 - January 2013
Monroe Capital June 2010 - October 2011
Frederic W. Cook & Co. January 2008 - June 2009
Navigant Consulting April 2004 - January 2008
Huron Consulting Group April 2002 - March 2004
Arthur Andersen LLP 2001 - 2002
Skills
Valuation, Project Management, Credit Analysis, Financial Modeling, M&A due diligence, Portfolio Management, Financial Analysis, Financial Advisory, Executive Compensation, Intellectual Property, Competitive Intelligence, Restructuring, Business Strategy, Strategic Planning, Due Diligence, Strategy, Management Consulting, Private Equity, Venture Capital, Finance, Investments, Corporate Development, Business Valuation, Corporate Finance, Executive Management, Acquisition Integration, Equities, M&A experience, Leveraged Finance, Mergers & Acquisitions, Economics
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
Claremont Hudson November 2014 - Present
Independent Consultant October 2011 - October 2014
Gillum Strategy Partners June 2012 - January 2013
Monroe Capital June 2010 - October 2011
Frederic W. Cook & Co. January 2008 - June 2009
Navigant Consulting April 2004 - January 2008
Huron Consulting Group April 2002 - March 2004
Arthur Andersen LLP 2001 - 2002
Skills
Valuation, Project Management, Credit Analysis, Financial Modeling, M&A due diligence, Portfolio Management, Financial Analysis, Financial Advisory, Executive Compensation, Intellectual Property, Competitive Intelligence, Restructuring, Business Strategy, Strategic Planning, Due Diligence, Strategy, Management Consulting, Private Equity, Venture Capital, Finance, Investments, Corporate Development, Business Valuation, Corporate Finance, Executive Management, Acquisition Integration, Equities, M&A experience, Leveraged Finance, Mergers & Acquisitions, Economics
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
Jordan Stephani Jordan Stephani's Monroe Capital Experience August 2013 - Present
Job Associate at Monroe Capital
Industry Financial Services
Experience
Monroe Capital August 2013 - Present
Monroe Capital May 2013 - August 2013
Northwestern Mutual Financial Network May 2012 - August 2012
Telenomics Retail Ltd. January 2012 - March 2012
Connolly, Inc. June 2010 - August 2010
Outback Steakhouse November 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Sales, Cold Calling, Time Management, Event Planning, Research, Finance
Education
Indiana University Bloomington 2009 — 2013
Kelley School of Business - Finance
City University (GB) 2012 — 2012
Finance
Wheeling High School 2005 — 2009
General Education
Monroe Capital August 2013 - Present
Monroe Capital May 2013 - August 2013
Northwestern Mutual Financial Network May 2012 - August 2012
Telenomics Retail Ltd. January 2012 - March 2012
Connolly, Inc. June 2010 - August 2010
Outback Steakhouse November 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Sales, Cold Calling, Time Management, Event Planning, Research, Finance
Education
Indiana University Bloomington 2009 — 2013
Kelley School of Business - Finance
City University (GB) 2012 — 2012
Finance
Wheeling High School 2005 — 2009
General Education
Alex McKee Alex McKee's Monroe Capital Experience June 2011 - August 2011
Job Manager, Supply Chain at Spinneret Acquisitions
Industry Internet
Experience
ClearSlide, Inc. April 2013 - September 2014
Monroe Capital June 2011 - August 2011
Monroe Equity Partners, LLC June 2010 - August 2010
Skills
Sales, ClearSlide, Adoption, Business Strategy, New Business Development, Financial Analysis, Building Relationships, Customer Success, Customer Service, Management, Enterprise Software, Due Diligence, Financial Modeling, Salesforce.com, Selling, Strategic Planning, Marketing Strategy, Investment Strategies, Shakespeare, Economics, Start-ups, Customer Retention, SaaS, Leadership
Education
University of Colorado at Boulder
B.A., Economics
ClearSlide, Inc. April 2013 - September 2014
Monroe Capital June 2011 - August 2011
Monroe Equity Partners, LLC June 2010 - August 2010
Skills
Sales, ClearSlide, Adoption, Business Strategy, New Business Development, Financial Analysis, Building Relationships, Customer Success, Customer Service, Management, Enterprise Software, Due Diligence, Financial Modeling, Salesforce.com, Selling, Strategic Planning, Marketing Strategy, Investment Strategies, Shakespeare, Economics, Start-ups, Customer Retention, SaaS, Leadership
Education
University of Colorado at Boulder
B.A., Economics
Mark Fronk's Monroe Capital Experience July 2009 - August 2010
Job Real estate entrepreneur
Industry Real Estate
Experience
Renatus, LLC September 2014 - Present
Farmers Insurance January 2012 - October 2014
Renatus, LLC 2014 - 2014
Renatus, LLC 2014 - 2014
Renatus, LLC 2014 - 2014
Telecare corp December 2011 - June 2012
Telecare Corporation December 2011 - June 2012
Copperhills youth detention center June 2010 - December 2010
Monroe Capital July 2009 - August 2010
Skills
Solution Selling, People Skills, Customer Service, Real Estate Development, Real Estate, Editing, People-oriented, Group Therapy, Writing, documenting
Education
Southern New Hampshire University 2012 — 2015
Master's Degree, Creative Writing, masters
Utah Valley University 2005 — 2010
Bachelor of Applied Science (BASc), Psychology
Amador High School 2001 — 2003
High School Diploma; Bachelors Degree, Psychology
Renatus, LLC September 2014 - Present
Farmers Insurance January 2012 - October 2014
Renatus, LLC 2014 - 2014
Renatus, LLC 2014 - 2014
Renatus, LLC 2014 - 2014
Telecare corp December 2011 - June 2012
Telecare Corporation December 2011 - June 2012
Copperhills youth detention center June 2010 - December 2010
Monroe Capital July 2009 - August 2010
Skills
Solution Selling, People Skills, Customer Service, Real Estate Development, Real Estate, Editing, People-oriented, Group Therapy, Writing, documenting
Education
Southern New Hampshire University 2012 — 2015
Master's Degree, Creative Writing, masters
Utah Valley University 2005 — 2010
Bachelor of Applied Science (BASc), Psychology
Amador High School 2001 — 2003
High School Diploma; Bachelors Degree, Psychology
Rutchelle Ballesil, CPA Rutchelle Ballesil, CPA's Monroe Capital Experience October 2006 - August 2007
Job at
Industry Financial Services
Experience
Workiva, Inc. August 2014 - Present
Discover Financial Services August 2013 - June 2014
Material Sciences Corporation December 2007 - July 2013
Monroe Capital October 2006 - August 2007
RJ Augustine & Associates, LLC August 2006 - October 2006
Skills
US GAAP, Variance Analysis, Accounting, Account Reconciliation, Hyperion Enterprise, Forecasting, Cost Accounting, General Ledger, Financial Analysis, Financial Statements, Financial Accounting, CPA, Member of AICPA, Sarbanes-Oxley Act, Hyperion
Education
DeVry University-Illinois 2003 — 2007
Bachelor of Science (BS), Business Administration - accounting concentration
Workiva, Inc. August 2014 - Present
Discover Financial Services August 2013 - June 2014
Material Sciences Corporation December 2007 - July 2013
Monroe Capital October 2006 - August 2007
RJ Augustine & Associates, LLC August 2006 - October 2006
Skills
US GAAP, Variance Analysis, Accounting, Account Reconciliation, Hyperion Enterprise, Forecasting, Cost Accounting, General Ledger, Financial Analysis, Financial Statements, Financial Accounting, CPA, Member of AICPA, Sarbanes-Oxley Act, Hyperion
Education
DeVry University-Illinois 2003 — 2007
Bachelor of Science (BS), Business Administration - accounting concentration
Dustin Van Peursem Dustin Van Peursem's Monroe Capital Experience March 2007 - April 2009
Job Vice President Commercial Banking
Industry Banking
Experience
Johnson Financial Group April 2009 - Present
Monroe Capital March 2007 - April 2009
JPMorgan Chase September 2003 - March 2007
Merrill Lynch February 1997 - September 2003
Firstar Bank October 1995 - March 1997
Skills
Commercial Lending, Capital Markets, Underwriting, Commercial Banking, Loans, Credit, Finance, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Financial Risk, Asset Management, Equities, Leveraged Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Wisconsin-Madison 1990 — 1994
BS, Economics
Johnson Financial Group April 2009 - Present
Monroe Capital March 2007 - April 2009
JPMorgan Chase September 2003 - March 2007
Merrill Lynch February 1997 - September 2003
Firstar Bank October 1995 - March 1997
Skills
Commercial Lending, Capital Markets, Underwriting, Commercial Banking, Loans, Credit, Finance, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Financial Risk, Asset Management, Equities, Leveraged Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Wisconsin-Madison 1990 — 1994
BS, Economics
Jeffrey Kolke Jeffrey Kolke's Monroe Capital Experience January 2013 - Present
Job Managing Director at Monroe Capital
Industry Financial Services
Experience
Monroe Capital January 2013 - Present
GE Capital July 2000 - December 2012
GE Plastics September 1997 - June 2000
Nalco October 1990 - September 1997
National Starch & Chemical June 1988 - October 1990
Skills
Middle Market, Asset Based Lending, Recapitalizations, Leveraged Finance, Debt, Commercial Lending, Commercial Banking, Loans, Structured Finance, Mergers, Corporate Finance, Restructuring, LBO, Investment Banking, Cash Flow, Capital Markets, Loan Origination, Mergers & Acquisitions, Due Diligence, Investments, Finance, Mezzanine, Financial Structuring, Equities, Capital, Acquisition Integration
Education
Wayne State University 1995 — 1997
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Chemical Engineering
Monroe Capital January 2013 - Present
GE Capital July 2000 - December 2012
GE Plastics September 1997 - June 2000
Nalco October 1990 - September 1997
National Starch & Chemical June 1988 - October 1990
Skills
Middle Market, Asset Based Lending, Recapitalizations, Leveraged Finance, Debt, Commercial Lending, Commercial Banking, Loans, Structured Finance, Mergers, Corporate Finance, Restructuring, LBO, Investment Banking, Cash Flow, Capital Markets, Loan Origination, Mergers & Acquisitions, Due Diligence, Investments, Finance, Mezzanine, Financial Structuring, Equities, Capital, Acquisition Integration
Education
Wayne State University 1995 — 1997
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Chemical Engineering
Barbara Reisman Barbara Reisman's Monroe Capital Experience March 2010 - January 2012
Job Accounts Payable Coordinator at MB Investments
Industry Financial Services
Experience
MB Investments September 2015 - Present
Next Chapter Holdings, LP January 2014 - Present
Harris Associates January 2012 - September 2013
Monroe Capital March 2010 - January 2012
Man Investments July 2002 - November 2009
Fimat December 1993 - July 2002
First Options 1990 - 1993
Skills
Portfolio Management, Superior Client Service, Hedge Funds, Compliance, Futures, Broker-Dealer, Alternative Investments
Education
Northern Illinois University 1984 — 1988
B.A, Psychology
Mather
MB Investments September 2015 - Present
Next Chapter Holdings, LP January 2014 - Present
Harris Associates January 2012 - September 2013
Monroe Capital March 2010 - January 2012
Man Investments July 2002 - November 2009
Fimat December 1993 - July 2002
First Options 1990 - 1993
Skills
Portfolio Management, Superior Client Service, Hedge Funds, Compliance, Futures, Broker-Dealer, Alternative Investments
Education
Northern Illinois University 1984 — 1988
B.A, Psychology
Mather
Alec Wise Alec Wise's Monroe Capital Experience May 2012 - July 2012
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
CC Industries May 2013 - August 2013
Monroe Capital May 2012 - July 2012
Camp Horseshoe June 2011 - August 2011
Camp Horseshoe June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
ESCP Europe 2012 — 2013
Study Abroad
BMO Capital Markets July 2014 - Present
CC Industries May 2013 - August 2013
Monroe Capital May 2012 - July 2012
Camp Horseshoe June 2011 - August 2011
Camp Horseshoe June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
ESCP Europe 2012 — 2013
Study Abroad
Srin Subra's Monroe Capital Experience March 2012 - June 2012
Job Vice President at Accordion Partners
Industry Investment Management
Experience
Accordion Partners 2013 - Present
University of Chicago August 2011 - July 2013
High Street Capital June 2012 - August 2012
Monroe Capital March 2012 - June 2012
Portfolio Co. Guggenheim January 2009 - April 2010
QIF (Soros Fund Management) January 2007 - July 2008
Bear Stearns July 2005 - January 2007
Global eProcure 2002 - 2005
Merrill Lynch May 2004 - September 2004
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting and Finance
Rutgers University-New Brunswick 2001 — 2005
B.S., Dual Degree in Finance & Economics
Accordion Partners 2013 - Present
University of Chicago August 2011 - July 2013
High Street Capital June 2012 - August 2012
Monroe Capital March 2012 - June 2012
Portfolio Co. Guggenheim January 2009 - April 2010
QIF (Soros Fund Management) January 2007 - July 2008
Bear Stearns July 2005 - January 2007
Global eProcure 2002 - 2005
Merrill Lynch May 2004 - September 2004
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting and Finance
Rutgers University-New Brunswick 2001 — 2005
B.S., Dual Degree in Finance & Economics
Andrew Gagle's Monroe Capital Experience 2006 - 2008
Job Director at Harris Bank
Industry Banking
Experience
Harris Bank 2009 - Present
Madison Capital Funding 2008 - 2009
Monroe Capital 2006 - 2008
National City September 2005 - December 2006
Skills
Credit Analysis, Loans, Credit, Analysis, Finance, Cash Flow
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Accounting, Entrepreneurship, Economics and Strategy
DePauw University 2001 — 2005
B.A., Economics
Harris Bank 2009 - Present
Madison Capital Funding 2008 - 2009
Monroe Capital 2006 - 2008
National City September 2005 - December 2006
Skills
Credit Analysis, Loans, Credit, Analysis, Finance, Cash Flow
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Accounting, Entrepreneurship, Economics and Strategy
DePauw University 2001 — 2005
B.A., Economics
Roham Medifar, CFA's Monroe Capital Experience April 2010 - June 2010
Job Vice President, Credit Research Analyst at Western Alliance Bancorporation
Industry Financial Services
Experience
Western Alliance Bancorporation August 2012 - Present
Armory Funds September 2011 - March 2012
Wedbush Morgan October 2010 - September 2011
Monroe Capital April 2010 - June 2010
MetLife June 2009 - August 2009
PIMCO May 2005 - June 2008
PIMCO June 2003 - May 2005
Skills
Financial Modeling, Credit Analysis, Equity Research, Structured Finance, CDO, CMBS
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Concentrations in Accounting and Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science in Business Administration, Minors in Economics and Psychology
Western Alliance Bancorporation August 2012 - Present
Armory Funds September 2011 - March 2012
Wedbush Morgan October 2010 - September 2011
Monroe Capital April 2010 - June 2010
MetLife June 2009 - August 2009
PIMCO May 2005 - June 2008
PIMCO June 2003 - May 2005
Skills
Financial Modeling, Credit Analysis, Equity Research, Structured Finance, CDO, CMBS
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Concentrations in Accounting and Finance
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science in Business Administration, Minors in Economics and Psychology
Jeff Cupples's Monroe Capital Experience November 2010 - Present
Job Assistant Vice President at Monroe Capital
Industry Investment Management
Experience
Monroe Capital November 2010 - Present
Pangaea Asset Management May 2007 - October 2010
LaSalle Bank 2006 - 2007
Education
Michigan State University 2001 — 2003
Monroe Capital November 2010 - Present
Pangaea Asset Management May 2007 - October 2010
LaSalle Bank 2006 - 2007
Education
Michigan State University 2001 — 2003
George K. Livadas's Monroe Capital Experience June 2009 - August 2009
Job Long/Short Equity Analyst
Industry Investment Management
Experience
SCB Global Capital Management, LLC July 2015 - Present
BMO Capital Markets May 2014 - May 2015
BMO Capital Markets August 2010 - May 2014
Monroe Capital June 2009 - August 2009
Accolade Partners July 2006 - June 2008
Citi June 2004 - June 2006
E*TRADE Financial June 2003 - August 2003
Skills
Investment Banking, Capital Markets, Due Diligence, Equities, Securitization, Credit Analysis, Financial Markets, Venture Capital, Financial Institutions, Valuation, Financial Modeling, Fund Of Funds, Mergers & Acquisitions, Fixed Income, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Georgetown University 2001 — 2004
BA
The Lawrenceville School 1997 — 2000
SCB Global Capital Management, LLC July 2015 - Present
BMO Capital Markets May 2014 - May 2015
BMO Capital Markets August 2010 - May 2014
Monroe Capital June 2009 - August 2009
Accolade Partners July 2006 - June 2008
Citi June 2004 - June 2006
E*TRADE Financial June 2003 - August 2003
Skills
Investment Banking, Capital Markets, Due Diligence, Equities, Securitization, Credit Analysis, Financial Markets, Venture Capital, Financial Institutions, Valuation, Financial Modeling, Fund Of Funds, Mergers & Acquisitions, Fixed Income, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Georgetown University 2001 — 2004
BA
The Lawrenceville School 1997 — 2000
Ben Marzouk's Monroe Capital Experience April 2012 - Present
Job Managing Director New York Group Head at Monroe Capital
Industry Investment Banking
Experience
Monroe Capital April 2012 - Present
Praesidian Capital April 2011 - April 2012
CIT Group, Inc. October 2002 - October 2009
Dresdner Klienwort Wasserstein January 1996 - March 2002
Skills
Leveraged Finance, Private Equity, Asset Based Lending, Capital Markets, Financial Structuring, Investment Banking, Corporate Finance, LBO, Structured Finance, Debt Restructuring, Mergers, Credit Analysis
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance
Emory University 1978 — 1982
BA, Economics / Political Science
Monroe Capital April 2012 - Present
Praesidian Capital April 2011 - April 2012
CIT Group, Inc. October 2002 - October 2009
Dresdner Klienwort Wasserstein January 1996 - March 2002
Skills
Leveraged Finance, Private Equity, Asset Based Lending, Capital Markets, Financial Structuring, Investment Banking, Corporate Finance, LBO, Structured Finance, Debt Restructuring, Mergers, Credit Analysis
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance
Emory University 1978 — 1982
BA, Economics / Political Science
Mitchell DeVivo, CFA's Monroe Capital Experience August 2009 - June 2010
Job Vice President, Corporate Strategy at MUFG Americas
Industry Financial Services
Experience
MUFG Americas March 2014 - Present
MUFG Americas July 2013 - March 2014
MUFG Americas July 2012 - July 2013
Bank of America June 2010 - July 2012
Monroe Capital August 2009 - June 2010
BNP Paribas March 2006 - August 2007
UBS Investment Bank January 2005 - March 2006
Skills
Fixed Income, Credit, Financial Modeling, Financial Analysis, Portfolio Management, Structured Finance, Capital Markets, Valuation, Corporate Finance, Mortgage Lending, Strategy, Finance, Risk Management
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Concentrations in Finance, Accounting, and Economics
Hofstra University 1999 — 2003
BBA, Finance, cum laude
MUFG Americas March 2014 - Present
MUFG Americas July 2013 - March 2014
MUFG Americas July 2012 - July 2013
Bank of America June 2010 - July 2012
Monroe Capital August 2009 - June 2010
BNP Paribas March 2006 - August 2007
UBS Investment Bank January 2005 - March 2006
Skills
Fixed Income, Credit, Financial Modeling, Financial Analysis, Portfolio Management, Structured Finance, Capital Markets, Valuation, Corporate Finance, Mortgage Lending, Strategy, Finance, Risk Management
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Concentrations in Finance, Accounting, and Economics
Hofstra University 1999 — 2003
BBA, Finance, cum laude
Merve Zabci's Monroe Capital Experience June 2011 - August 2011
Job Senior Associate
Industry Venture Capital & Private Equity
Experience
AGI Partners, LLC September 2012 - Present
Monroe Capital June 2011 - August 2011
Sanborn Kilcollin Partners April 2011 - June 2011
Asia Debt Management Capital April 2009 - June 2010
NBK Capital August 2008 - April 2009
Garanti Securities September 2006 - August 2008
Skills
Credit Analysis, Investment Banking, Distressed Debt, Private Equity, Emerging Markets, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, Valuation, Financial Modeling, M&A Modeling, LBO, Analysis, Equities, Portfolio Management, Strategy, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
Sabanci University 2002 — 2006
BS
The Koc School 1995 — 2002
High School
AGI Partners, LLC September 2012 - Present
Monroe Capital June 2011 - August 2011
Sanborn Kilcollin Partners April 2011 - June 2011
Asia Debt Management Capital April 2009 - June 2010
NBK Capital August 2008 - April 2009
Garanti Securities September 2006 - August 2008
Skills
Credit Analysis, Investment Banking, Distressed Debt, Private Equity, Emerging Markets, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, Valuation, Financial Modeling, M&A Modeling, LBO, Analysis, Equities, Portfolio Management, Strategy, Investments
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
Sabanci University 2002 — 2006
BS
The Koc School 1995 — 2002
High School
Kalina Ivanova's Monroe Capital Experience March 2010 - December 2010
Job Vice President at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management May 2015 - Present
American Capital June 2013 - May 2015
CIFC August 2011 - June 2013
Monroe Capital March 2010 - December 2010
Houlihan Lokey January 2006 - July 2009
Hilco Enterprise Valuation Services January 2005 - January 2006
Education
University of Chicago - Booth School of Business (Class 2011) 2009 — 2011
MBA Candidate Class 2011, Analytical Finance, Entrepreneurship
Elmhurst College 2001 — 2005
BS, Finance & Economics
Highbridge Capital Management May 2015 - Present
American Capital June 2013 - May 2015
CIFC August 2011 - June 2013
Monroe Capital March 2010 - December 2010
Houlihan Lokey January 2006 - July 2009
Hilco Enterprise Valuation Services January 2005 - January 2006
Education
University of Chicago - Booth School of Business (Class 2011) 2009 — 2011
MBA Candidate Class 2011, Analytical Finance, Entrepreneurship
Elmhurst College 2001 — 2005
BS, Finance & Economics
Karina Stahl's Monroe Capital Experience July 2013 - August 2014
Job Director, Finance and Operations at Monroe Capital LLC
Industry Accounting
Experience
Monroe Capital LLC August 2014 - Present
Monroe Capital July 2013 - August 2014
CIFC Corp. (formerly Deerfield Capital Management) May 2010 - June 2013
Deerfield Capital Management October 2005 - May 2010
Deloitte 2002 - 2005
Skills
Financial Reporting, SEC filings, Strategic Financial..., US GAAP, Accounting, Financial Analysis
Education
DePaul University 1998 — 2002
Monroe Capital LLC August 2014 - Present
Monroe Capital July 2013 - August 2014
CIFC Corp. (formerly Deerfield Capital Management) May 2010 - June 2013
Deerfield Capital Management October 2005 - May 2010
Deloitte 2002 - 2005
Skills
Financial Reporting, SEC filings, Strategic Financial..., US GAAP, Accounting, Financial Analysis
Education
DePaul University 1998 — 2002
Lori Popp's Monroe Capital Experience May 2012 - Present
Job Vice President, Loan Operations at Monroe Capital
Industry Financial Services
Experience
Monroe Capital May 2012 - Present
Neuberger Berman November 2005 - April 2012
Skills
Asset Managment, Asset Management, Capital Markets, Financial Modeling, Portfolio Management, Investment Banking, Investments, Alternative Investments
Education
Saint Xavier University 2003 — 2005
MBA, Management
DePaul University 1997 — 2001
Bachelor of Science in Commerce, Finance with a Minor in Math
Monroe Capital May 2012 - Present
Neuberger Berman November 2005 - April 2012
Skills
Asset Managment, Asset Management, Capital Markets, Financial Modeling, Portfolio Management, Investment Banking, Investments, Alternative Investments
Education
Saint Xavier University 2003 — 2005
MBA, Management
DePaul University 1997 — 2001
Bachelor of Science in Commerce, Finance with a Minor in Math
Thomas Allison's Monroe Capital Experience 2013 - Present
Job Director & Audit Committee Chairman at Monroe Capital; Director at Silver Airways; Director at PTC Alliance
Industry Financial Services
Experience
Monroe Capital 2013 - Present
Silver Airways 2014 - Present
PTC Group Holdings Corp 2015 - Present
Thomas J. Allison & Associates 2013 - Present
Sunshine Through Golf Foundation 2012 - Present
Western Golf Association/Evans Scholars Foundation 2008 - Present
Mesirow Financial 2006 - 2012
Huron Consulting Group 2002 - 2006
Skills
Restructuring, Due Diligence, Bankruptcy, Venture Capital, Asset Managment, Corporate Finance, Turn Around Management, Financial Modeling, Valuation, Private Equity, Mergers, Business Valuation, Hedge Funds, Capital Markets, Corporate Development, Management Consulting, Mergers & Acquisitions, Investment Banking, Divestitures, Acquisitions, Strategy, Alternative Investments, Corporate Law, M&A experience, Corporate Governance, Start-ups, Portfolio Management, Acquisition Integration, Financial Services, Finance, LBO, Debt Restructuring, Executive Management, Business Planning, Securities, Joint Ventures, Financial Structuring, Leveraged Finance, IPO, Equities, Private Placements, Investments, Emerging Markets, Investor Relations, Funding, Fixed Income, Structured Finance, Forensic Accounting, Financial Analysis, Capital
Education
DePaul University
Master of Business Administration, Finance and Accounting
DePaul University
Bachelor of Science (B.S.)
Monroe Capital 2013 - Present
Silver Airways 2014 - Present
PTC Group Holdings Corp 2015 - Present
Thomas J. Allison & Associates 2013 - Present
Sunshine Through Golf Foundation 2012 - Present
Western Golf Association/Evans Scholars Foundation 2008 - Present
Mesirow Financial 2006 - 2012
Huron Consulting Group 2002 - 2006
Skills
Restructuring, Due Diligence, Bankruptcy, Venture Capital, Asset Managment, Corporate Finance, Turn Around Management, Financial Modeling, Valuation, Private Equity, Mergers, Business Valuation, Hedge Funds, Capital Markets, Corporate Development, Management Consulting, Mergers & Acquisitions, Investment Banking, Divestitures, Acquisitions, Strategy, Alternative Investments, Corporate Law, M&A experience, Corporate Governance, Start-ups, Portfolio Management, Acquisition Integration, Financial Services, Finance, LBO, Debt Restructuring, Executive Management, Business Planning, Securities, Joint Ventures, Financial Structuring, Leveraged Finance, IPO, Equities, Private Placements, Investments, Emerging Markets, Investor Relations, Funding, Fixed Income, Structured Finance, Forensic Accounting, Financial Analysis, Capital
Education
DePaul University
Master of Business Administration, Finance and Accounting
DePaul University
Bachelor of Science (B.S.)
Lori Potter's Monroe Capital Experience June 2011 - Present
Job Southeast Originations at Monroe Capital
Industry Banking
Experience
Monroe Capital June 2011 - Present
Potter Advisors LLC December 2008 - June 2011
GMAC Structured Finance March 2005 - December 2008
GE Capital May 1997 - March 2005
Skills
Banking, Retail Banking, Credit, Loans, Credit Risk, Mortgage Lending, Consumer Lending, Small Business Lending, Portfolio Management, Branch Banking, Risk Management, Trade Finance, Financial Risk, Core Banking, Proficient in sourcing..., Proficient in sourcing..., Private Equity, Financial Structuring, Mergers & Acquisitions, Financial Analysis, Restructuring, Asset Based Lending, Corporate Finance, Due Diligence, Structured Finance
Education
State University of New York at Buffalo 1977 — 1981
Bachelor of Science (BS), Business/Finance
Monroe Capital June 2011 - Present
Potter Advisors LLC December 2008 - June 2011
GMAC Structured Finance March 2005 - December 2008
GE Capital May 1997 - March 2005
Skills
Banking, Retail Banking, Credit, Loans, Credit Risk, Mortgage Lending, Consumer Lending, Small Business Lending, Portfolio Management, Branch Banking, Risk Management, Trade Finance, Financial Risk, Core Banking, Proficient in sourcing..., Proficient in sourcing..., Private Equity, Financial Structuring, Mergers & Acquisitions, Financial Analysis, Restructuring, Asset Based Lending, Corporate Finance, Due Diligence, Structured Finance
Education
State University of New York at Buffalo 1977 — 1981
Bachelor of Science (BS), Business/Finance
Glenn Flinn's Monroe Capital Experience March 2013 - Present
Job Managing Director at Monroe Capital
Industry Financial Services
Experience
Monroe Capital March 2013 - Present
CapitalSource September 2011 - February 2013
Independent Consultant April 2009 - August 2011
CapitalSource June 2001 - March 2009
HealthCare Financial Partners 1997 - 2000
Heller Financial 1995 - 1997
GE Capital 1993 - 1995
Education
The University of Texas at Austin
M.B.A., Finance
University of Virginia
B.S., Systems Engineering with High Distinction
Monroe Capital March 2013 - Present
CapitalSource September 2011 - February 2013
Independent Consultant April 2009 - August 2011
CapitalSource June 2001 - March 2009
HealthCare Financial Partners 1997 - 2000
Heller Financial 1995 - 1997
GE Capital 1993 - 1995
Education
The University of Texas at Austin
M.B.A., Finance
University of Virginia
B.S., Systems Engineering with High Distinction
Sean Montesi's Monroe Capital Experience August 2009 - December 2009
Job at Gerber/Taylor Management Co.
Industry Investment Management
Experience
Gerber/Taylor Management Co. July 2010 - Present
Monroe Capital August 2009 - December 2009
Woodlawn Partners May 2009 - August 2009
SunTrust Robinson Humphrey July 2005 - June 2008
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Portfolio Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Financial Services, Investments, Capital, Valuation, Alternative Investments, LBO, Financial Advisory, Fund Of Funds, Asset Allocation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Strategic Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Finance
Gerber/Taylor Management Co. July 2010 - Present
Monroe Capital August 2009 - December 2009
Woodlawn Partners May 2009 - August 2009
SunTrust Robinson Humphrey July 2005 - June 2008
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Portfolio Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Financial Services, Investments, Capital, Valuation, Alternative Investments, LBO, Financial Advisory, Fund Of Funds, Asset Allocation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Strategic Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Finance
Richard Pierce's Monroe Capital Experience February 2007 - May 2008
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank November 2010 - Present
Bank of America February 2009 - November 2010
Bank of America Business Capital May 2008 - February 2009
Monroe Capital February 2007 - May 2008
LaSalle Bank June 1994 - February 2007
Skills
Asset Based Lending, Loans, Underwriting, Middle Market, Cash Flow Lending, Credit, Portfolio Management, Credit Analysis, Financial Analysis
Education
Temple University 1988 — 1990
Bachelor of Business Administration, Accounting
The PrivateBank November 2010 - Present
Bank of America February 2009 - November 2010
Bank of America Business Capital May 2008 - February 2009
Monroe Capital February 2007 - May 2008
LaSalle Bank June 1994 - February 2007
Skills
Asset Based Lending, Loans, Underwriting, Middle Market, Cash Flow Lending, Credit, Portfolio Management, Credit Analysis, Financial Analysis
Education
Temple University 1988 — 1990
Bachelor of Business Administration, Accounting
Justin Maney's Monroe Capital Experience November 2009 - April 2010
Job Sr. Investment Analyst at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management July 2012 - Present
United Capital Financial Partners, Inc February 2011 - July 2012
UBS Wealth Management September 2010 - February 2011
The Bank of New York Mellon May 2010 - August 2010
Monroe Capital November 2009 - April 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy
Education
Loyola University Chicago 2007 — 2010
BBA, Finance, Economics
Pathway Capital Management July 2012 - Present
United Capital Financial Partners, Inc February 2011 - July 2012
UBS Wealth Management September 2010 - February 2011
The Bank of New York Mellon May 2010 - August 2010
Monroe Capital November 2009 - April 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy
Education
Loyola University Chicago 2007 — 2010
BBA, Finance, Economics
Scott Parsons's Monroe Capital Experience 2006 - 2008
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2013 - Present
BMO Harris Bank June 2008 - July 2013
Monroe Capital 2006 - 2008
Merrill Lynch 2004 - 2006
LaSalle Bank 2001 - 2004
Michigan National Bank / National Australia Bank 1996 - 2000
Skills
Middle Market, Capital Markets, Private Equity, Corporate Finance, Debt, Valuation, Leveraged Finance, Financial Modeling, Investment Banking, Portfolio Management, Credit Analysis, Financial Institutions, Credit, Commercial Banking, Banking, Structured Finance, Commercial Lending, Financial Analysis, Asset Based Lending, Syndications
Education
Albion College 1988 — 1992
B.A., Economics / Finance
J.P. Morgan August 2013 - Present
BMO Harris Bank June 2008 - July 2013
Monroe Capital 2006 - 2008
Merrill Lynch 2004 - 2006
LaSalle Bank 2001 - 2004
Michigan National Bank / National Australia Bank 1996 - 2000
Skills
Middle Market, Capital Markets, Private Equity, Corporate Finance, Debt, Valuation, Leveraged Finance, Financial Modeling, Investment Banking, Portfolio Management, Credit Analysis, Financial Institutions, Credit, Commercial Banking, Banking, Structured Finance, Commercial Lending, Financial Analysis, Asset Based Lending, Syndications
Education
Albion College 1988 — 1992
B.A., Economics / Finance
Stephan Ahern's Monroe Capital Experience May 2008 - August 2008
Job MBA Candidate, Class of 2016 at University of Michigan Ross School of Business
Industry Investment Banking
Experience
Citi June 2015 - August 2015
Dish Network December 2013 - May 2014
Dish Network March 2013 - December 2013
Dish Network December 2012 - March 2013
Dish Network August 2011 - December 2012
Teledyne Storm Products December 2010 - June 2011
Camtron Systems May 2009 - August 2009
Monroe Capital May 2008 - August 2008
Monroe Capital May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Program Management, Budget Management, Cost Analysis, Research, Mathematics, Microsoft Office, Matlab, AutoCAD, Solidworks, Solid Edge, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2006 — 2010
B.S., Biomedical (Mechanical) Engineering
Fenwick HS
Fenwick HS
Citi June 2015 - August 2015
Dish Network December 2013 - May 2014
Dish Network March 2013 - December 2013
Dish Network December 2012 - March 2013
Dish Network August 2011 - December 2012
Teledyne Storm Products December 2010 - June 2011
Camtron Systems May 2009 - August 2009
Monroe Capital May 2008 - August 2008
Monroe Capital May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Program Management, Budget Management, Cost Analysis, Research, Mathematics, Microsoft Office, Matlab, AutoCAD, Solidworks, Solid Edge, Finance, Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California 2006 — 2010
B.S., Biomedical (Mechanical) Engineering
Fenwick HS
Fenwick HS
Evan Goran-Dry's Monroe Capital Experience September 2009 - December 2009
Job CPA
Industry Accounting
Experience
Goran-Dry Group, Ltd December 2009 - Present
Ruth Goran, CPA January 2006 - Present
Faire Consulting Ltd January 2003 - Present
Topel Forman, LLC January 2010 - April 2010
Monroe Capital September 2009 - December 2009
Skills
Payroll, Tax, Tax Preparation, Accounting, QuickBooks, General Ledger, Sales Tax, Accounts Payable, Microsoft Excel, GoSystems, Financial Analysis, Tax Returns, Lacerte, Microsoft Word, ADP Payroll, Windows 7, OS X, Outlook, Small Business, Preparation, Financial Reporting, Tax Accounting, Tax Research, Financial Statements, Corporate Tax, Mac OS X, Income Tax, Not for Profit, S Corporations, C Corporations, Sole Proprietors, Partnerships
Education
DePaul University 2006 — 2010
Bachelor of Science, Accountancy, Minor in Studio Art
Goran-Dry Group, Ltd December 2009 - Present
Ruth Goran, CPA January 2006 - Present
Faire Consulting Ltd January 2003 - Present
Topel Forman, LLC January 2010 - April 2010
Monroe Capital September 2009 - December 2009
Skills
Payroll, Tax, Tax Preparation, Accounting, QuickBooks, General Ledger, Sales Tax, Accounts Payable, Microsoft Excel, GoSystems, Financial Analysis, Tax Returns, Lacerte, Microsoft Word, ADP Payroll, Windows 7, OS X, Outlook, Small Business, Preparation, Financial Reporting, Tax Accounting, Tax Research, Financial Statements, Corporate Tax, Mac OS X, Income Tax, Not for Profit, S Corporations, C Corporations, Sole Proprietors, Partnerships
Education
DePaul University 2006 — 2010
Bachelor of Science, Accountancy, Minor in Studio Art
Daniel Duffy's Monroe Capital Experience January 2011 - June 2012
Job Senior Managing Director at Ally Commercial Finance
Industry
Experience
Ally Commercial Finance July 2012 - Present
Monroe Capital January 2011 - June 2012
CapitalSource April 2003 - January 2010
GE Capital October 2001 - April 2003
Heller Financial March 1991 - October 2001
Bankers Trust Company October 1987 - March 1991
Education
Northern Illinois University 1980 — 1985
Bachelor of Science (B.S.), Accounting
Ally Commercial Finance July 2012 - Present
Monroe Capital January 2011 - June 2012
CapitalSource April 2003 - January 2010
GE Capital October 2001 - April 2003
Heller Financial March 1991 - October 2001
Bankers Trust Company October 1987 - March 1991
Education
Northern Illinois University 1980 — 1985
Bachelor of Science (B.S.), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY