Morgan Joseph TriArtisan LLC
Industry: Capital market company
DescriptionHeadquarters: United States of America Founded: 1982 Parent organization: Morgan Joseph TriArtisan Group Inc. Subsidiaries: CapitalKey Advisors, Inc., Morgan Joseph & Co. Inc. (Fund Placement Group)
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Morgan Joseph TriArtisan LLC Employees
Tang Media Partners LLC July 2015 - Present
Daley & Tang Partners LLC August 2014 - June 2015
Capital Group January 2014 - July 2014
Morgan Joseph TriArtisan LLC January 2011 - May 2013
Bank of Communications Limited July 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Bloomberg, Corporate Finance, Capital Markets, Equity Research, Valuation, LBO, Due Diligence, Financial Analysis, Business Valuation, Venture Capital, Hedge Funds, Equities
Education
University at Buffalo 2008 — 2010
Master of Science, Financial Economics, 3.961
Nanjing University 2004 — 2008
Bachelor's Degree, Finance
RBC February 2014 - Present
Generation XV [Dance Team] January 2012 - December 2014
RBC June 2014 - August 2014
KKR September 2013 - December 2013
Morgan Joseph TriArtisan LLC June 2013 - August 2013
Department of Nuclear Engineering August 2012 - October 2012
Atzen May 2012 - September 2012
Balance Edutainment January 2012 - May 2012
Movement [Dance Team] January 2012 - May 2012
Residence Hall Association September 2011 - May 2012
Skills
Investment Banking, Financial Modeling, Data Analysis, Capital IQ, Microsoft Office, Microsoft Excel, PowerPoint, TPS, Valuation, Finance, Financial Analysis
Education
Haas School of Business, UC Berkeley 2013 — 2015
Business Administration
University of California, Berkeley 2011 — 2015
Agoura High School 2007 — 2011
High School Diploma
Rabobank May 2015 - August 2015
Deutsche Bank April 2015 - May 2015
The Daily Californian February 2014 - May 2015
Morgan Joseph TriArtisan LLC September 2014 - October 2014
Cooperative Center FCU April 2014 - August 2014
Caliber Magazine September 2013 - December 2013
Skills
Leadership, Fundraising, Microsoft Office, Microsoft Excel, Finance, Analysis, Sales, PowerPoint, Financial Analysis, Data Analysis, Investment Banking, Capital IQ, Event Planning, Stock Picking, Marketing, QuickBooks, Photoshop, HTML, Social Media
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration
Goldman Sachs June 2015 - Present
Mitsubishi UFJ Securities August 2013 - May 2015
BNY Mellon June 2012 - August 2012
Morgan Joseph TriArtisan LLC January 2012 - March 2012
Education
Dartmouth College 2009 — 2013
B.A., Economics
HCA February 2013 - Present
HealthTrust Purchasing Group February 2013 - Present
HCA September 2010 - March 2012
Community Health Systems, Inc. 2012 - 2012
Morgan Joseph TriArtisan LLC 2008 - 2009
Morgan Joseph 2008 - 2009
Skills
Healthcare Information..., Healthcare, Meditech, SharePoint, Microsoft Office, MS Project, Lean Manufacturing, Real Estate, Process Improvement, Visio, Software Documentation, Project Management, Business Analysis, Analysis, HIPAA, Integration, Vendor Management, Team Building
Education
Middle Tennessee State University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group June 2014 - August 2014
Jefferies & Company September 2009 - February 2013
Morgan Joseph TriArtisan LLC September 2008 - August 2009
Goldman Sachs July 2007 - September 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Crevice Capital Partners January 2013 - Present
National Home HealthCare Corp. November 2007 - Present
The Silverfern Group, Inc. October 2011 - January 2013
Morgan Joseph TriArtisan LLC July 2010 - September 2011
Eureka Capital Markets, LLC October 2002 - June 2010
Arthur Andersen LLP April 1992 - September 2002
Houlihan Lokey July 1985 - April 1992
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Management, Restructuring, Hedge Funds, Debt Restructuring
Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance
Stanford University
Master of Arts (M.A.), History
Stanford University
Bachelor of Arts (B.A.), History
Goldman Sachs June 2014 - August 2014
Morgan Joseph TriArtisan LLC October 2013 - December 2013
Euclid June 2013 - August 2013
Credit Union for Berkeley Students, Faculty, and Staff August 2011 - February 2013
UC Berkeley January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Leadership, Microsoft Word, Photoshop, Project Management, Strategic Planning, Team Leadership, Marketing, Event Planning, Public Speaking, Research, Social Media, Teamwork, Fundraising, HTML, Editing, Social Media Marketing, Market Research, Event Management, Teaching, Community Outreach, Nonprofits
Education
University of California, Berkeley 2011 — 2015
Bachelor of Business Administration (B.B.A.), 3.97
International Christian School 1997 — 2011
High School, 3.97
Raymond James Financial Inc. October 2014 - Present
Stifel Financial Corp. July 2013 - October 2014
Morgan Joseph TriArtisan LLC August 2012 - December 2012
KPMG June 2012 - August 2012
Hidden River, LLC January 2012 - April 2012
Skills
Mergers, Financial Modeling, Investment Banking, Microsoft Office, Spreadsheets, Valuation, Competitive Analysis, Due Diligence, Market Research, Corporate Finance, Cantonese, Mandarin, Economics, Finance, Financial Analysis, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
The Blackstone Group June 2014 - Present
Morgan Stanley June 2013 - August 2013
University of California, Berkeley, Haas School of Business August 2012 - May 2013
Morgan Joseph TriArtisan LLC August 2012 - December 2012
Skills
Valuation, Economics, Financial Modeling, Financial Analysis, Microsoft Office, PowerPoint, Investment Banking, Corporate Finance, Microsoft Excel, Mergers & Acquisitions, Data Analysis
Education
University of California, Berkeley 2010 — 2014
Goldman Sachs August 2015 - Present
UC Berkeley June 2011 - May 2015
Goldman Sachs June 2014 - August 2014
Euclid October 2013 - December 2013
Morgan Joseph TriArtisan LLC October 2013 - December 2013
Flextronics June 2013 - August 2013
Deloitte Touche Tohmatsu – Financial Advisory (M&A Group) December 2012 - January 2013
YUVA Unstoppable June 2010 - May 2011
The Doon School Information Review February 2009 - November 2009
Skills
Research, PowerPoint, Microsoft Excel, Event Planning, Non-profits, Creative Writing, Public Speaking, Nonprofits, Economics, Editing, Strategic Planning, Business Strategy, Social Media, Market Research, Microsoft Office, Statistics
Education
UC Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Doon School 2004 — 2010
International Baccalaureate Diploma
UC Berkeley September 2015 - Present
J.P. Morgan June 2015 - August 2015
Ubisoft February 2015 - March 2015
Apple May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Sales, Salesforce.com
Education
Granite Bay High School
University of California, Berkeley
Bachelor of Science (B.S.), Economics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Hunter Securities October 2012 - February 2013
Janes Capital Partners June 2012 - August 2012
Morgan Joseph TriArtisan LLC July 2011 - September 2011
Skills
Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Capital Markets, Capital IQ, Microsoft Excel, Bloomberg Terminal, DCF, LBO, Adobe Creative Suite, FactSet, Investment Banking
Education
New York University
Bachelor of Arts, Economics
Diamond Bar High School
MEC March 2015 - Present
JPMorgan Chase & Co. August 2012 - March 2015
Business Development Advisors December 2011 - January 2013
VFT Global November 2011 - January 2013
Alliance Capital Partners June 2011 - November 2011
Morgan Joseph TriArtisan LLC January 2011 - May 2011
Assurant April 2010 - January 2011
MetLife June 2009 - August 2009
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Private Placements, Negotiation, Competitive Analysis, Enterprise Valuation, Venture Capital, Strategy, Equities, M&A experience, Private Equity, Equity Research, Start-ups, Corporate Finance, Finance, Business Planning, Investment Banking, Fairness Opinions, Emerging Markets, Management, Business Development, Restructuring, Asset Management, IPO, Investments, Industry Analysis, Business Plan Evaluation, Analysis, Java, VBA, Corporate Development, Portfolio Management, QlikView Development, CSS, JavaScript, C#, QlikView, SQL, AngularJS, jQuery, ASP.NET, MVC Architecture, ASP.NET MVC, Web Development, Web Application..., Business Intelligence, Data Modeling, Data Science
Education
University of Miami - School of Business 2006 — 2010
Bachelor's Degree, Finance, Business Management and Organization
The London School of Economics and Political Science (LSE) 2008 — 2008
Study Abroad, Business Administration, Management and Operations
Royal Bank of Scotland April 2015 - Present
Royal Bank of Scotland July 2014 - April 2015
Morgan Joseph TriArtisan LLC May 2013 - August 2013
Aetna May 2012 - August 2012
NDJ Solutions January 2007 - December 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Finance, Microsoft Word, Financial Analysis, Research, Social Media, Windows, English, Oracle Applications, Sungard GMI, QuickBooks, Series 65, Series 63, Series 7
Education
The University of Connecticut School of Business 2011 — 2014
Bachelor's Degree, Finance, General, 3.65
Bryant University 2010 — 2011
Bachelor of Science (BS), Financial Services, 3.8
KRJ Capital Advisors January 2011 - Present
Morgan Joseph TriArtisan LLC January 2010 - April 2010
Apeirogon Capital LLC 2008 - 2009
HBK Capital 2002 - 2008
Vanderbilt Capital 2000 - 2002
Prime Advisors, Inc. 1997 - 2000
Bank of Boston 1996 - 1997
The Boston Company 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies
Education
University of Massachusetts Lowell 1987 — 1992
BS Finance
Independent July 2011 - Present
Morgan Joseph TriArtisan LLC July 2010 - July 2011
Nollenberger Capital Partners September 2005 - May 2010
Wells Fargo Securities January 2002 - August 2005
Skills
Trading, Equity Trading, Series 7, Management, Series 63, Equities, Sales, Hedge Funds, Equity Research, Capital Markets, Securities, Electronic Trading, Alternative Investments, Series 66, series 24, Fixed Income
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Arts (B.A.), Economics, 3.5 GPA
CIBC World Markets January 2014 - Present
Morgan Joseph TriArtisan LLC May 2011 - November 2011
Louis Berger Group July 2006 - March 2011
CME Associates 2002 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Project Management, Microsoft Excel, Due Diligence, Corporate Finance, Microsoft Office, Analysis, PowerPoint, Management, Mergers & Acquisitions, Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA, Finance
Stevens Institute of Technology 2000 — 2006
Bachelor of Engineering, Environmental Engineering
Homer Central High School 1997 — 2000
Plano Synergy Holdings (Teacher's Private Capital Portfolio Company) October 2014 - Present
Nuance Communications October 2013 - October 2014
Morgan Joseph TriArtisan LLC July 2011 - March 2013
Morgan Joseph TriArtisan LLC July 2008 - July 2011
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Private Placements, Mergers, Healthcare, Financial Analysis, Finance, LBO, Capital Markets, Business Planning, DCF, Corporate Development, Capital IQ, Business Valuation, Start-ups, Investments, Financial Advisory, Business Strategy, Microsoft Excel
Education
Southern Methodist University 2004 — 2008
Bachelor's degree, Finance
Merryck & Co. June 2013 - Present
CLUB 9 SPORTS, LLC October 2014 - Present
Morgan Joseph TriArtisan LLC January 2013 - Present
Feuerstein Consulting LLC April 2012 - Present
Siemens 2009 - April 2012
Siemens 2008 - 2009
Siemens 2003 - 2008
Siemens 2002 - 2004
Siemens 2001 - 2002
CFx Gr 1998 - 2001
Skills
Mergers, Strategic Planning, Start-ups, Business Strategy, Business Development, Leadership Development, Organizational..., Security, Renewable Energy, Management Consulting, New Business Development, Strategy, Mergers & Acquisitions, Contract Negotiation, Management, Leadership, Business Planning, Program Management, Risk Management, Cross-functional Team..., Financial Analysis, Marketing, Energy, Project Management, Executive Coaching, Finance, Entrepreneurship, Executive Management, Investments, Change Management
Education
Washington and Lee University 1981 — 1983
BA, Economics and Politics
Hofstra University
MBA, Finance
Smithtown West
The George Washington University
Morgan Joseph TriArtisan LLC June 2013 - Present
Goldman Sachs July 2010 - May 2013
1st Bridgehouse Securities May 2008 - May 2010
Goldman Sachs June 2009 - August 2009
Skills
Microsoft Excel, Investment Banking, Financial Modeling, Private Equity, Equities, Due Diligence, Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Microsoft Word, Bloomberg, Trading, IPO, Fixed Income, Investments
Education
University of Miami - School of Business 2006 — 2010
BBA, Finance, Marketing, Spanish
Glen Cove High School 2002 — 2006
Lenox Advisors December 2011 - Present
Morgan Joseph TriArtisan LLC January 2008 - October 2011
McMahan Securities July 1996 - January 2008
Credit Lyonnais April 1992 - July 1996
Manufacturers Hanover Trust September 1990 - April 1992
Skills
Equities, Investment Banking, Securities, Hedge Funds, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance and International Business
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
Bachelor of Business Administration, Finance
Baldwin High School
Warren County Technical School August 2012 - Present
International Ivy Educational Programs June 2014 - July 2014
Infinite Conferencing February 2011 - August 2012
Morgan Joseph TriArtisan LLC June 2009 - February 2011
Various Regional Theatres 1994 - 2008
Fiddler on the Roof December 2003 - January 2006
42nd Street February 2001 - June 2003
Anything Goes March 2002 - March 2002
Sunset Boulevard September 1999 - May 2000
Grease August 1996 - February 1997
Skills
Teaching, Theatre, Acting, Musical Theatre, Singing, Dance, Theatre History, Public Speaking, Contract Negotiation, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Camtasia, Performing Arts, Entertainment, Stage, Voice Over, Public Relations, Television, Drama, Improvisation, Music, Directing, Theatrical Production, Stage Management, Film, Voice Acting, Plays, Casting, Mac, Commercials, Screenwriting, Comedy, Creative Direction, Producing, Costumes, Dialects, Sound, Shakespeare, Short Films, Stage Combat, Production Managment, Dramaturgy, Choreography, Playwriting
Education
University of Miami 1990 — 1994
BFA, Theater
New Orleans Center for Creative Arts 1987 — 1990
Theatre
Benjamin Franklin Sr. High School 1986 — 1990
KeyBanc Capital Markets June 2011 - Present
Morgan Joseph TriArtisan LLC March 2002 - June 2011
Merrill Lynch August 1999 - December 2001
Ernst & Young Corporate Finance September 1989 - August 1999
Skills
Investment Banking, M&A, Board Advisory, Capital Markets, Exclusive Sales, Divestitures, Fairness Opinions, Recapitalizations, Building Materials, Consumer Products, Healthcare, Mergers, Private Equity, Mergers & Acquisitions, Restructuring, Corporate Finance, M&A experience, Venture Capital, Strategy, LBO, Capital Raising, Investments, Due Diligence, Corporate Development, Equities, Advisory Boards, Valuation, Leveraged Finance, Sponsor Coverage, Leveraged Lending, IPO, Middle Market, mergers and acquisitions, Private Placements, Business Valuation
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance & International Business
American University 1983 — 1987
BSBA, Accounting
American University - Kogod School of Business 1983 — 1987
BSBA, Accounting
Highland Capital Partners July 2014 - Present
ENJOY Inc. August 2015 - Present
Morgan Stanley June 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Lazard November 2011 - January 2012
Morgan Joseph TriArtisan LLC May 2011 - August 2011
Renewable Analytics July 2010 - June 2011
Bloom Energy June 2009 - August 2009
Skills
Excel, Bloomberg, Financial Modeling, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Statistics, Investment Banking, Microsoft Word, Economics, Financial Analysis, Corporate Finance, Capital IQ, DCF, LBO, Finance, Venture Capital, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration and CET Alumnus
Mission San Jose High School
My Goodness, LLC. April 2014 - Present
Self.Made July 2013 - Present
HDL Capital, LLC. February 2013 - Present
Morgan Joseph TriArtisan LLC June 2007 - August 2011
Profile Apparel November 2007 - March 2008
The Lounge Snowboard Shop 2005 - 2008
Skills
Trading, Trading Systems, Sales, Finance, Financial Markets, Sales&Marketing, Growth Investing, Value Investing, Business Development, Market Research, Equity Trading, Equity Research, Entrepreneurship, Financial Modeling
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Dresner Partners January 2012 - Present
Morgan Joseph TriArtisan LLC 2009 - January 2012
SMH Capital Inc. 2007 - 2009
Glocap Advisors 2001 - 2007
Needham & Co. Inc. 1999 - 2001
Schroder & Co. Inc (Wertheim Schroder) 1993 - 1999
Deloitte & Touche LLC 1990 - 1993
Salomon Brothers 1989 - 1990
Ernst & Young 1986 - 1988
Skills
Venture Capital, Private Placements, Mergers, Capital Raising, Fairness Opinions, IPO, Growth Capital, Valuation, LBO, Investment Banking, Mergers & Acquisitions, Healthcare, Due Diligence, Corporate Development, Medical Devices, Corporate Finance, Private Equity, Healthcare Information..., Restructuring, Leveraged Finance, M&A experience, Divestitures, Capital Markets, Business Valuation
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Accounting
CBRE May 2013 - Present
Student Managed Investment Fund August 2012 - May 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
ICAP June 2012 - July 2012
FLAIA 2011 - 2012
ICAP June 2011 - June 2011
Kopali Organics September 2010 - January 2011
Skills
Conversational French, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Microsoft Word, VBA, Microsoft Office, PowerPoint, Argus Modeling, InDesign, Java, Analysis, Finance, Bloomberg, Social Media
Education
University of Miami 2009 — 2013
Bachelor of Science, Finance and Management Science
Mounds Park Academy 2006 — 2009
Comvest Partners September 2014 - Present
Jefferies July 2013 - August 2014
Morgan Joseph TriArtisan LLC July 2012 - June 2013
Morgan Creek Capital Management June 2011 - April 2012
Borden Real Estate June 2010 - August 2010
ClearImage June 2010 - August 2010
Skills
Private Equity, Economics, Market Research, Real Estate, Investments, Equity Research, Equity Valuation, Investment Banking, Financial Modeling, Financial Analysis, Restructuring, Debt Restructuring, Corporate Finance, Due Diligence, Valuation, LBO
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Dartmouth College 2006 — 2008
Non-Degree Program
Hanover High School 2005 — 2008
Brighton High School 2004 — 2005
3i Group plc June 2015 - September 2015
Guggenheim Partners June 2013 - August 2014
Morgan Joseph TriArtisan LLC June 2010 - June 2013
CIT Group July 2008 - May 2010
UBS June 2007 - August 2007
Skills
Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
B.S., Carroll E. Wallace School of Management
Tiffany & Co. 2008 - 2014
Deutsche Bank 2007 - 2008
Morgan Joseph TriArtisan LLC 2003 - 2007
Skills
Business Strategy, Strategy, Finance, Financial Analysis, Mergers & Acquisitions, Management Consulting, Corporate Development, Analysis, Business Planning, Corporate Finance, Capital Markets, Financial Modeling, Investment Banking, M&A experience, Strategic Financial..., Luxury Goods, Business Development, Valuation, Cross-functional Team..., Business Analysis, Strategic Partnerships, Brand Licensing
Education
Harvard College
Bachelor of Arts (B.A.), Economics
Columbia University Medical Center September 2014 - Present
University of Chicago September 2010 - Present
University of Chicago October 2011 - July 2014
Aegis Capital June 2012 - September 2012
Morgan Joseph TriArtisan LLC June 2011 - September 2011
North Shore LIJ July 2009 - August 2009
Allison Lab Memorial Sloan Kettering Cancer Center June 2008 - September 2008
Polytechnic Institute of NYU, Richard Gross Laboratory June 2007 - September 2007
Education
University of Chicago 2010 — 2014
Bachelor of Arts, Biology
Ramaz Upper School 2006 — 2010
Columbia University in the City of New York
Doctor of Philosophy (PhD), Biology (Immunology)
Relationship Science July 2013 - Present
ACE Portal February 2014 - Present
Morgan Joseph TriArtisan LLC 2010 - 2012
Merriman Capital, Inc. 2009 - 2010
Natixis 2006 - 2008
Think Equity Partners 2005 - 2006
UBS Investment Bank 2001 - 2005
Skills
Investment Banking, Equities, Capital Markets, Valuation, Private Equity, Hedge Funds, Equity Research, Venture Capital, Financial Modeling, Private Placements, Corporate Finance, Corporate Development, Fixed Income, Series 7, Investments
Education
NYU Stern School of Business 1999 — 2000
MBA, Finance
Emory University - Goizueta Business School 1985 — 1989
BBA, Finance
BTIG, LLC February 2015 - Present
SLI Systems, Inc. August 2001 - Present
Eurekster May 2008 - Present
AdMedia June 2012 - June 2015
Platform Purple, Inc. November 2013 - January 2015
Morgan Joseph TriArtisan LLC May 2014 - December 2014
Aeria Games & Entertainment April 2013 - April 2014
InvestorPlace Media July 2009 - January 2013
WideOpenWest July 2009 - January 2013
Avista Capital Partners October 2008 - January 2013
Skills
Mergers, Start-ups, Venture Capital, Business Strategy, Digital Media, Corporate Development, Entrepreneurship, Strategic Partnerships, Social Media Marketing, Mobile Devices, Online Advertising, Strategy, Mobile Marketing, SaaS, Business Development, E-commerce, Enterprise Software, Mergers & Acquisitions, Private Equity, Marketing, SEO, Angel Investing, User Experience, Digital Marketing, Social Networking, Management, Cloud Computing, Digital Strategy, B2B, Social Media
Education
St. Johns School of Law 1986 — 1989
Juris Doctor (J.D.)
Columbia University in the City of New York 1982 — 1986
Bachelor's Degree, Political Science, History
Horace Mann School 1978 — 1982
Raymond James Financial, Inc. May 2015 - July 2015
Morgan Joseph TriArtisan LLC September 2014 - November 2014
The Coca-Cola Company June 2014 - August 2014
Amazon August 2013 - May 2014
University of California, Berkeley, Haas School of Business August 2013 - May 2014
NAI Northern California June 2013 - July 2013
Education
University of California, Berkeley 2012 — 2016
Bachelor's Degree, Political Economy, Senior
Goldman School of Public Policy
Minor, Public Policy Analysis and Management
UBS Investment Bank August 2015 - Present
J.P. Morgan Asset Management April 2011 - August 2015
Morgan Joseph TriArtisan LLC October 2009 - April 2011
Fox School of Business at Temple University January 2009 - June 2009
Citigroup May 2004 - January 2009
Education
University of Michigan 2000 — 2004
Bachelor’s Degree, Political Science, Spanish
Temple University - Fox School of Business and Management 2006 — 2009
Master of Business Administration (M.B.A.), Finance
Spanish-American Institute - Seville, Spain 2003 — 2003
Credits toward B.A., Spanish
Citi June 2015 - Present
Morgan Joseph TriArtisan LLC September 2014 - November 2014
Bank of Tokyo-Mitsubishi UFJ June 2014 - August 2014
Patpatia & Associates November 2013 - December 2013
Pleasant Hill Chamber of Commerce June 2012 - December 2012
Skills
PowerPoint, Microsoft Excel, Marketing Strategy, Financial Analysis, Finance, Leadership, Economics, Corporate Finance, Business Communications, Investments, Bloomberg, Capital IQ, English Literature, Indonesian, Chinese, Public Speaking, Customer Service
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Bachelor of Science (BSc.), Business Administration
Diablo Valley College 2011 — 2013
Business Administration and Management, General
Catholic Junior College 2009 — 2010
Singapore-Cambridge GCE Advanced Level
Oberon Securities, LLC September 2015 - Present
Guggenheim Partners April 2012 - November 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2008 - March 2012
Morgan Joseph TriArtisan LLC 2005 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Investments, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Investment Banking, Valuation, Financial Modeling
Education
John Carroll University
KPMG US October 2014 - Present
Rothstein Kass KPMG LLP June 2013 - August 2013
Hungrybuffs.com August 2011 - November 2012
Morgan Joseph TriArtisan LLC June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Research, Accounting, Finance, Financial Analysis, Marketing, Microsoft Word, PowerPoint, Social Networking
Education
Florida Atlantic University 2013 — 2014
Master of Accounting, Accounting
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Farlie Turner & Co November 2014 - Present
Lincoln International July 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - June 2013
White & Case May 2012 - August 2012
University of Miami Football Office August 2011 - May 2012
Education
University of Miami 2011 — 2014
Bachelor of Science (BS), Finance, General
Berkeley Investment Group June 2013 - Present
Pacific Crest Securities May 2015 - August 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
Crimson Investment January 2014 - April 2014
B. Riley & Co. May 2013 - August 2013
Skills
Microsoft Office, Investments, Stata, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Microsoft Word, Equity Research, Data Analysis, Public Speaking, PowerPoint
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics
Archbishop Mitty High School 2008 — 2012
Cushman & Wakefield, Inc. Co. October 2011 - June 2014
Morgan Joseph TriArtisan LLC June 2006 - April 2009
JPMorgan Chase October 2003 - June 2006
Mexicana Airlines 1999 - 2001
Skills
Lease Administration, Property Management, Real Estate, Leases, Administrative..., Tenant, Travel Arrangements, Office Management, Corporate Real Estate, Outlook, Calendaring, Landlord, Facilities Management, Commercial Real Estate, Contract Management, Budgets, Landlords, Construction, Negotiation, Invoicing, Management, Accounts Payable, Construction Management, Spreadsheets, Customer Service, Microsoft Excel, Finance, Due Diligence, Time Management, Asset Management, Payroll, Administrative...
Education
Borough of Manhattan Community College
Moelis & Company June 2015 - August 2015
Berkeley Economic Advising and Research January 2015 - June 2015
University of California, Berkeley, Haas School of Business January 2013 - May 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
NMN Advisors, Inc. April 2014 - June 2014
HTC January 2014 - May 2014
Credit Union for Berkeley Students, Faculty and Staff August 2013 - May 2014
Morling Financial Advisors June 2013 - December 2013
The Daily Californian April 2013 - July 2013
Associated Students of the University of California August 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Data Analysis, Fundraising, Social Networking, Finance
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.) in Political Economy, Minor in Asian American and Asian Diaspora Studies
St. Michael's University School 2008 — 2012
High School, 4.0
Castle Harlan July 2014 - Present
Guggenheim Securities July 2013 - July 2014
Morgan Joseph TriArtisan LLC September 2012 - June 2013
Fulcrum Equity Partners June 2011 - September 2012
Lazard May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Business Acquisition, Valuation, Mergers, Finance, Research, Private Equity, Venture Capital, Due Diligence, Alternative Investments, Investments, Leveraged Finance, Fixed Income, Asset Management, Restructuring
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelors in Business Administration
Berkeley Preparatory School
MedAssets May 2014 - Present
MedAssets July 2012 - May 2014
Morgan Joseph TriArtisan LLC September 2008 - July 2012
Alvarez & Marsal August 2007 - August 2008
Skills
•General Securities..., Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Venture Capital, Due Diligence, Private Equity, Corporate Development, Leveraged Finance, Restructuring, LBO, Capital Markets, Business Valuation, M&A experience, Financial Analysis, Finance, Management, Equities, Strategy, Strategic Planning
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science in Business Administration (BSBA), with distinction, Dean's List - 7 Semesters
BlueCrest Capital Management, LLP June 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2012 - June 2013
Madison Williams and Company August 2010 - December 2011
UBS September 2008 - March 2010
Lazard Freres & Co. July 2007 - June 2008
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (BS)
BlackRock January 2015 - Present
BlackRock August 2010 - December 2014
Morgan Joseph TriArtisan LLC 2008 - 2010
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equities, Private Equity, Bloomberg, Hedge Funds, Investments, Due Diligence, Fixed Income, Financial Analysis, LBO, Alternative Investments, Project Management, Equity Research, Microsoft Office, PowerPoint, Data Analysis
Education
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Woodberry Forest School
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - Present
Agawi June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - May 2013
Skills
Bloomberg, LBO, Capital IQ, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Equity Research, Public Speaking, Data Analysis, Capital Markets
Education
UC Berkeley Haas School of Business 2013 — 2015
UC Berkeley 2011 — 2015
Xurge Capital Partners, LLC April 2015 - Present
Britton Hill Capital July 2011 - September 2014
Morgan Joseph TriArtisan LLC 2003 - 2010
Kemper / Everen Securities 1990 - 2000
Drexel Burnham Lambert 1983 - 1990
Skills
CPA, Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Auditing, Tax, Financial Modeling, Internal Controls, Financial Accounting, Financial Planners, QuickBooks, Banking, Risk Management, Budgets, Corporate Finance, Investment Banking, Private Equity, Capital Markets, Financial Planning, Fixed Income, Valuation, Asset Management, Bonds, Equities, Financial Risk, Hedge Funds, Mergers & Acquisitions
Education
Long Island University, C.W. Post Campus
BS, Accounting and Finance
Entrepreneur January 2015 - Present
AS Inc. July 2013 - Present
GCF September 2011 - July 2013
Morgan Joseph TriArtisan LLC February 2011 - May 2011
Nomura (Ex-Lehman Brothers) June 2010 - August 2010
Education
Indiana University Bloomington 2007 — 2011
Calibre Group LLC January 2014 - Present
The Seaport Group October 2011 - December 2013
Raymond James Financial, Inc. August 2004 - November 2011
Morgan Joseph TriArtisan LLC January 2002 - August 2004
Education
New York Law School
J.D
Temple University
B.A., Communications, English, History
Stephens Inc. June 2015 - Present
Dimensional Fund Advisors May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - April 2014
Aphelion Capital October 2013 - February 2014
Scouler & Company June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Corporate Finance, Investment Banking, Financial Accounting, Finance, Bloomberg, Valuation, Restructuring, Venture Capital, Mergers & Acquisitions, Portfolio Management, Love Of Learning, Microsoft Office
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
THE SPECTRUM GROUP October 2012 - Present
Morgan Joseph TriArtisan LLC April 2007 - September 2012
Yahoo! Inc. August 2005 - December 2006
UBS Investment Bank June 2004 - August 2004
ING Baring Furman Selz (ABN AMRO Incorporated) October 1999 - April 2003
First Union Capital Markets (Wells Fargo Securities) June 1998 - October 1999
Skills
Business Strategy, Corporate Finance, Valuation, Financial Analysis, Leveraged Finance, Senior Debt, Strategic Planning, Analysis, Business Analysis, Business Valuation, Competitive Analysis, Start-ups, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA
The George Washington University 1994 — 1998
Bachelor of Science
JP Stevens High School 1990 — 1994
MLV February 2013 - Present
Virtu Financial February 2012 - February 2013
Morgan Joseph TriArtisan LLC January 2009 - February 2012
McMahan Securities / Argent Financial Group 2004 - 2009
BNY (Bank of New York) Securities Group 2002 - 2004
THE ISLAND ECN Inc 1999 - 2002
New York (Investment Bank) 1997 - 1999
SMITH BARNEY INC 1996 - 1997
Price Waterhouse 1995 - 1996
Firley, Morgan, Freer & Essa CPA Firm 1993 - 1995
Education
Seton Hall University 1987 — 1991
Bachelor of Science, Accounting
MNI Deutsche Börse Group November 2013 - Present
Athec Capital Advisors LLC November 2011 - November 2013
Morgan Joseph TriArtisan LLC November 2010 - November 2011
Soleil Securities LLC November 2008 - November 2010
Broadpoint Securities Group September 2007 - September 2008
Rodman and Renshaw LLC February 2006 - September 2007
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Equities, Equity Research, Capital Markets, Investments, Asset Managment, Investment Banking, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Private Equity, Series 24, FINRA, Securities, Mutual Funds, Due Diligence, Investment Strategies, Trading, Options, Financial Markets, Corporate Development, Investor Relations, Bloomberg, Equity Trading, Equity Valuation
Education
Syracuse University 1985 — 1989
Bachelor of Arts, Maxwell School, International Relations, Political Science
Syracuse University - Maxwell School
Bachelor of Arts (BA), Political Science, International Relations
Fieldstone Capital Senior managing directorFieldstone Private Capital Group Ltd2005 - Present
Morgan Joseph TriArtisan LLC 2002 - 2003
Skills
Due Diligence, Investments, Mergers & Acquisitions, Asset Management, Strategic Planning, Start-ups, Financial Modeling, Private Equity, Valuation, Strategy
Education
Cornell University 1991 — 1995
KeyBanc Capital Markets January 2008 - Present
Morgan Joseph TriArtisan LLC 2005 - 2007
Advest, Inc. 2001 - 2003
Education
Bryant University 1993 — 1995
Finance, General
Merrimack College 1991 — 1993
East Catholic High School
Morgan Stanley January 2015 - Present
Morgan Stanley April 2012 - Present
Morgan Joseph TriArtisan LLC May 2009 - November 2011
Morgan Joseph September 2007 - November 2008
Office of the New York State Attorney General 2003 - 2007
Ladas & Parry LLP 2000 - 2002
Holland & Knight LLP 1996 - 2000
Education
Georgetown University
Georgetown University Law Center
Walt Whitman High School
Morgan Joseph TriArtisan LLC 2006 - Present
Advest, Inc. 1996 - 2005
C.L. King & Associates 1987 - 1994
Skills
BlueMatrix Savvy
Education
Clarkson University 1982 — 1986
Bachelor of Science, Finance: Economics & Investments Concentrations
Morgan Joseph TriArtisan LLC March 2010 - August 2012
J.P. Morgan June 2008 - August 2008
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Economics
Morgan Joseph TriArtisan LLC February 2012 - Present
UBS Investment Bank October 2009 - January 2012
Bear Stearns 1997 - 2008
Education
College of Mount Saint Vincent 1992 — 1996
Associate, Psychology/Liberal Arts
Citizens Financial Group, Inc. February 2015 - Present
Leap Advisors, LLC 2012 - Present
Morgan Joseph TriArtisan LLC 2012 - 2013
Cantor Fitzgerald 2011 - 2012
Urban Cottage Design 2010 - 2012
Sonenshine Partners 2009 - 2010
Credit Suisse 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Credit Suisse First Boston 1994 - 2000
Skills
Start-ups, Mergers, Strategy, Investment Banking, Corporate Finance, Mergers & Acquisitions, Corporate Development, Restructuring, Equities, Finance, Private Equity, Venture Capital, Leveraged Finance, Valuation, Managerial Finance
Education
University of Pennsylvania 1992 — 1994
MA, International Studies
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Princeton University 1986 — 1990
AB, International Relations (Woodrow Wilson School)
Newtyn Management September 2015 - Present
Tyrian Investments, LP October 2014 - June 2015
Arch Capital LP May 2014 - August 2014
Morgan Joseph TriArtisan LLC April 2006 - June 2013
Equilibrium Capital September 2004 - December 2005
Skills
Private Equity, Investment Banking, Investments, LBO, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Private Placements, DCF, Equities, Due Diligence, Bloomberg, Business Valuation, M&A experience, Hedge Funds, Venture Capital, Leveraged Finance, Mergers, Corporate Development, Equity Valuation, Capital IQ
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Investment Management, Value Investing
New York University - Leonard N. Stern School of Business 2002 — 2006
BS, Finance & Accounting
Comerica Securities, Inc. March 2012 - Present
Morgan Joseph TriArtisan LLC June 2006 - April 2012
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Private Equity, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
RBC Wealth Management August 2014 - November 2014
Morgan Joseph TriArtisan LLC December 2013 - January 2014
MD Global Partners, LLC May 2013 - July 2013
Chambers Fine Art August 2012 - April 2013
The Museum of Modern Art June 2012 - August 2012
DePauw University ITAP August 2011 - May 2012
Environmental Leadership Program March 2010 - August 2011
DePauw University May 2010 - August 2010
Skills
Financial Modeling, Chinese, Valuation, Finance, Mandarin, Due Diligence, Korean, Art History, Investment Banking, Microsoft Office, Press Releases, Financial Analysis, Management, Capital IQ, Bloomberg Terminal, Capital Markets, M&A experience, Strategy, Economics, Corporate Finance, Nonprofits, Mergers & Acquisitions
Education
Duke Fuqua School of Business 2013 — 2014
Master of Management Studies, Finance, General
DePauw University 2009 — 2012
Bachelor of Arts, Art History, Criticism and Conservation, GPA: 3.50/4.00.
Ewha Womans University 2010 — 2010
Summer Exchange Studies, Korean Language and History, Satisfactory
Zhejiang University 2008 — 2009
Bachelor of Arts, English Language and Literature
Thermo Fisher Scientific February 2014 - Present
C.W. Downer & Co. October 2012 - February 2014
Morgan Joseph TriArtisan LLC July 2011 - July 2012
Skills
Investment Banking, Merchant Banking, M&A, Private Placements, Public Offerings, Valuation, Financial Modeling, LBO, DCF, Comps, Capital IQ, Bloomberg Terminal, Due Diligence, Corporate Development, Mergers & Acquisitions
Education
Boston College - Carroll School of Management 2007 — 2011
B.S. in Management, Concentration in Finance and Information Systems, magna cum laude
The Hershey Company July 2014 - Present
Morgan Joseph TriArtisan LLC January 2014 - June 2014
Morgan Joseph TriArtisan LLC July 2011 - December 2013
Hermes Fund Managers September 2010 - December 2010
Infinata June 2010 - August 2010
Skills
Valuation, Financial Analysis
Education
Boston College 2007 — 2011
B.S. Management, Finance, Economics
Irvine Company July 2015 - Present
Irvine Company December 2013 - June 2015
Irvine Company December 2012 - December 2013
Green Street Advisors September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Morgan Joseph TriArtisan LLC June 2005 - July 2008
Skills
Equities, Financial Modeling, Bloomberg, Corporate Finance, Private Equity, Due Diligence, Commercial Real Estate, Real Estate Economics, Research, Asset Management, Analysis, Investment Banking, Investments, Finance, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Arts (B.A.), English, History
Sapient CPA LLC October 2014 - Present
Morgan Joseph TriArtisan LLC September 2001 - September 2014
HCFP Brenner Securities LLC September 1992 - August 2001
Skills
Financial Modeling, Finance, Managerial Finance, Corporate Finance, Valuation, Investment Banking, Analysis, Accounting, Equity Research, Mergers & Acquisitions, Capital Markets, Due Diligence, Trading, Equities, Private Equity, Budgets, Loans
Education
Baruch College - Zicklin School of Business
MBA, Finance
Pace University 1989 — 1992
BBA, Accounting
IMS Health Capital, Inc. January 2015 - Present
LifeCycle Laboratories, LLC January 2013 - January 2014
Momentum Consulting, LLC January 2012 - December 2012
Morgan Joseph TriArtisan LLC January 2010 - December 2011
Emerging Growth Equities 1999 - 2009
Skills
Healthcare, Cancer, Strategy, Business Planning, Capital Markets, Business Development, Strategic Planning, Investment Banking, Management, Venture Capital, Start-ups, Strategic Partnerships, Mergers & Acquisitions
Education
Emory University 1984 — 1987
BA, Economics
London School of Economics and Political Science 1986 — 1986
AkinMears, G.P. 2015 - 2015
Wells Fargo Securities 2013 - 2015
Morgan Joseph TriArtisan LLC 2011 - 2013
Skills
Bankruptcy, Chapter 11, Due Diligence, Corporate Finance, Distressed M&A, Investment Banking, Special Situations, Restructuring, Recapitalizations, Mergers, Valuation, LBO, Legal Research, Entrepreneurship, Business Valuation, Debt Restructuring, Financial Law, Legal Writing, Mergers & Acquisitions, Leveraged Finance, M&A experience, Bloomberg, Acquisitions, Financial Modeling, High Yield, Fixed Income
Education
Emory University School of Law
JD, Law
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)
Telsey Advisory Group November 2014 - Present
Imperial Capital, LLC January 2012 - July 2014
Collins Stewart November 2011 - January 2012
Morgan Joseph TriArtisan LLC March 2010 - November 2011
Skills
Capital Structure, Financial Modeling, Equity Research, Research, Competitive Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
Finance, Finance, Accounting
Avon Old Farms School 2003 — 2005
First Republic Bank April 2014 - Present
CLS Bank International April 2012 - April 2014
Credit Suisse May 2011 - February 2012
Apple Retail April 2010 - May 2011
Astor Group June 2010 - January 2011
Morgan Joseph TriArtisan LLC June 2006 - July 2008
Skills
Due Diligence, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Anti Money Laundering, Training, Compliance, Project Management, AML, OFAC, Investment Banking, Valuation, Microsoft Excel
Education
New York University 2002 — 2006
BA, Economics
Morgan Joseph TriArtisan LLC June 2010 - August 2010
Skills
Derivatives, Investment Banking, Equities, Capital IQ, Financial Modeling, Bloomberg, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (B.S.), Finance/Economics
SIES College of Arts, Science and Commerce 2005 — 2007
High School Certificate
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
Avondale Partners October 2013 - Present
Rick Kneiser January 2013 - October 2013
BGB Securities Inc. March 2011 - January 2013
Morgan Joseph TriArtisan LLC July 2008 - July 2010
Ferris,Baker Watts, Inc. September 2006 - June 2008
Stifel Nicolaus 2000 - 2006
B.C. Ziegler 1996 - 2000
Skills
Equities, Capital Markets, Valuation, Investment Banking, Securities, Series 7, Investments, Financial Modeling, Trading, Corporate Finance, Due Diligence, Series 63, Equity Valuation, Institutional..., Equity Research, Financial Services
Education
Marquette University 1980 — 1983
Bachelor's degree, Philosophy
Xavier University 1978 — 1980
Wells Fargo Advisors January 2015 - Present
J.P. Morgan August 2013 - August 2014
Credit Suisse May 2012 - May 2013
Royal Bank of Canada Capital Markets, LLC July 2009 - November 2011
Morgan Joseph TriArtisan LLC October 2007 - April 2009
Barclays Capital October 2006 - September 2007
Instinet Incorporated February 2000 - April 2006
Skills
Risk Management, Compliance Management, Business Process..., Business Recovery..., Relationship Development, Budget Oversight, Project Delivery, Cost Reduction..., Influential, Cross-functional Team..., Inter-personal, Budgets, Software Documentation, Management, Change Management, Leadership, Project Management, Financial Services, Banking, Process Improvement, Social Influence
Education
Dowling College
MBA, Banking & Finance
Morgan Joseph TriArtisan LLC March 2009 - Present
SHBA LLC December 2006 - March 2009
Duff & Phelps February 2005 - September 2006
SRA LLC April 2002 - January 2005
Houlihan Lokey November 1988 - September 1997
Education
Carmel High School
UCLA Anderson School of Management
MBA, Finance
University California, Santa Cruz
Bachelor of Arts, Economics & Pyschology
Sumitomo Corporation February 2013 - Present
Morgan Joseph TriArtisan LLC August 2012 - December 2013
Sumitomo Corporation of America August 2011 - July 2012
Sumitomo Corporation April 2007 - July 2011
Skills
Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers & Acquisitions, Private Equity, M&A experience, Financial Analysis, Investment Banking, Financial Reporting, IFRS, Investments, Forecasting, Business Strategy
Education
Keio University 2003 — 2006
Bachelor's degree, Economics
Keio high School 2000 — 2002
Inspired Beauty Brands, Inc. March 2014 - Present
Morgan Joseph TriArtisan LLC January 2009 - March 2014
Education
Baruch College, City University of New York (CUNY)
Morgan Joseph TriArtisan LLC May 2014 - Present
KeyBanc Capital Markets May 2012 - April 2014
Wells Fargo July 2010 - April 2012
Tennenbaum Capital Partners, LLC May 2009 - August 2009
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Bloomberg, Due Diligence, Investment Banking, Capital Markets, Equities, LBO, Fixed Income, Alternative Investments, Private Equity, Venture Capital, Capital IQ
Education
The University of Texas at Austin 2006 — 2010
BBA, Finance
Credit Suisse June 2007 - Present
Morgan Joseph TriArtisan LLC June 2004 - May 2007
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Valuation, Venture Capital, Bloomberg, Financial Analysis, Hedge Funds, Investments, Mergers
Education
Wharton School, University of Pennsylvania 2001 — 2004
BSc, Finance, Accounting
Morgan Joseph LLC June 2009 - October 2010
Morgan Joseph TriArtisan LLC 2009 - 2010
Stellar Services February 2006 - January 2009
Stellar Services February 2006 - January 2009
Sterling Stamos Capital Management August 2005 - January 2006
Adam Leitman Bailey Law Firm May 2002 - January 2004
Skills
Microsoft Office, SharePoint
Education
Baruch College 2000 — 2003
Bernard Baruch College (CUNY)
Finance
Lloyds August 2011 - Present
Lloyds Banking Group - North America 2011 - Present
kerco wine exchange 2010 - 2013
Morgan Joseph TriArtisan LLC 2003 - 2008
PaineWebber November 1995 - November 2000
Kidder Peabody March 1992 - October 1995
Drexel Burnham Lambert 1985 - 1990
HAMMEL Financial 1983 - 1985
Skills
Trading, Banking, Capital Markets, Risk Management, Investments, Fixed Income, Financial Analysis, Credit Risk, Relationship Management, Investment Banking, Bonds, Bloomberg
Education
Franklin Pierce College 1976 — 1980
Finance, Economics
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Hulu June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
FMV Opinions, Inc. September 2012 - December 2012
Patpatia & Associates May 2012 - August 2012
Skills
Business Valuation
Education
University of California, Berkeley
Sunrun October 2014 - Present
Morgan Joseph TriArtisan LLC February 2013 - October 2014
Southwest YMCA May 2012 - August 2012
Southwest YMCA May 2008 - August 2012
UC Berkeley September 2010 - May 2012
Skills
Political Science, Research, Comparative Politics, Policy Analysis, Public Speaking, Community Outreach, Qualitative Research, Statistics, PowerPoint, Public Policy, Higher Education, Microsoft Office, Teaching
Education
UC Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Political Science
De Anza College 2008 — 2010
Associate's degree, Liberal Arts
Bureau of Labor Statistics December 2013 - Present
Fashion Institute of Technology August 2013 - December 2013
City College of New York 2013 - 2013
St. Thomas Aquinas College September 2012 - December 2012
Federal Communications Commission June 2011 - August 2011
Morgan Joseph TriArtisan LLC December 2004 - August 2009
Rockland Economic Development Corp. June 2003 - September 2004
PaineWebber/UBS August 1998 - November 2000
US Navy 1994 - 1998
Education
The City College of New York 2010 — 2012
Master of Arts (MA), Economics
City University of New York 2001 — 2004
Economics
Harvard University 2001 — 2001
Economics
University of Pennsylvania 1994 — 1998
Bachelor of Arts (BA), Economics and History
Morgan Stanley 2012 - 2013
Morgan Joseph TriArtisan LLC September 2007 - October 2011
WR Hambrecht + Co November 2005 - September 2007
Fulcrum Global Partners April 2001 - October 2005
bear stearns September 1986 - March 2001
Education
Lycoming College 1981 — 1985
Bachelor of Arts (BA), Economics