Training The Street
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Training The Street Employees
Employee
Years
Job
Industry
Tommy Bronken Tommy Bronken's Training The Street Experience September 2013 - October 2013
Job Financial Analyst at Baxter International Inc.
Industry Medical Devices
Experience
Baxter International Inc. July 2015 - Present
Baxter International Inc. January 2015 - June 2015
Baxter International Inc. July 2014 - December 2014
Training The Street September 2013 - October 2013
Baxter International Inc. May 2013 - August 2013
Startup Weekend February 2013 - February 2013
Round Lake Area Park District May 2011 - August 2011
Skills
Public Speaking, Financial Modeling, Team Leadership, Microsoft Excel, Financial Analysis, People Skills, Leadership, Strategic Financial..., Start-ups, Budget Monitoring, Valuation, Entrepreneurship, Operations Management, Analysis, Personal Branding, Bloomberg
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Major Finance, Minor Entrepreneurship, Cum Laude
Chicago Finance Week 2013 — 2013
Miami University Dolibois European Center 2012 — 2012
Differdange, Luxembourg
Grant Community High School 2006 — 2010
High School Diploma, Top Ten Graduate
Baxter International Inc. July 2015 - Present
Baxter International Inc. January 2015 - June 2015
Baxter International Inc. July 2014 - December 2014
Training The Street September 2013 - October 2013
Baxter International Inc. May 2013 - August 2013
Startup Weekend February 2013 - February 2013
Round Lake Area Park District May 2011 - August 2011
Skills
Public Speaking, Financial Modeling, Team Leadership, Microsoft Excel, Financial Analysis, People Skills, Leadership, Strategic Financial..., Start-ups, Budget Monitoring, Valuation, Entrepreneurship, Operations Management, Analysis, Personal Branding, Bloomberg
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Major Finance, Minor Entrepreneurship, Cum Laude
Chicago Finance Week 2013 — 2013
Miami University Dolibois European Center 2012 — 2012
Differdange, Luxembourg
Grant Community High School 2006 — 2010
High School Diploma, Top Ten Graduate
Anita Bhattacharjee Anita Bhattacharjee's Training The Street Experience February 2015 - Present
Job TA at Training the Street
Industry Financial Services
Experience
Training The Street February 2015 - Present
BLT Homes June 2013 - February 2015
Energy Infrastructure Partners 2012 - 2012
Solar Grid Storage 2012 - 2012
PIMCO 2009 - 2011
Morgan Stanley July 2007 - 2009
Skills
Financial Modeling, Investments, Project Finance, Asset Managment, Microsoft Excel, Energy, Economics, Modeling, Non-profits, Transportation, Sustainability, Valuation, Derivatives, Fixed Income, Private Equity
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
The University of Chicago 2003 — 2007
BA, Economics
The Lawrenceville School 1999 — 2003
Training The Street February 2015 - Present
BLT Homes June 2013 - February 2015
Energy Infrastructure Partners 2012 - 2012
Solar Grid Storage 2012 - 2012
PIMCO 2009 - 2011
Morgan Stanley July 2007 - 2009
Skills
Financial Modeling, Investments, Project Finance, Asset Managment, Microsoft Excel, Energy, Economics, Modeling, Non-profits, Transportation, Sustainability, Valuation, Derivatives, Fixed Income, Private Equity
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
The University of Chicago 2003 — 2007
BA, Economics
The Lawrenceville School 1999 — 2003
Dennis Kawachi Dennis Kawachi's Training The Street Experience July 2001 - August 2002
Job Senior Vice President Corporate Development at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Christopher Poole Christopher Poole's Training The Street Experience December 2012 - June 2013
Job Investment Banking Associate at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2015 - Present
Lazard June 2013 - July 2015
Training The Street December 2012 - June 2013
The Chicago Corporation March 2012 - January 2013
Chismond Management Corp January 2008 - December 2010
Advantage Mortgage Consulting January 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, LBO, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Divestitures, Finance, Mergers, Financial Analysis, Banking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Accounting, Finance, and Entrepreneurship
University of Missouri-Columbia
BS, Electrical Engineering
University of Missouri-Columbia
BS, Computer Engineering
Robert W. Baird & Co. July 2015 - Present
Lazard June 2013 - July 2015
Training The Street December 2012 - June 2013
The Chicago Corporation March 2012 - January 2013
Chismond Management Corp January 2008 - December 2010
Advantage Mortgage Consulting January 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, LBO, Due Diligence, Private Equity, Corporate Finance, Corporate Development, Divestitures, Finance, Mergers, Financial Analysis, Banking, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master, Business Administration; Accounting, Finance, and Entrepreneurship
University of Missouri-Columbia
BS, Electrical Engineering
University of Missouri-Columbia
BS, Computer Engineering
Steve Lowry's Training The Street Experience 2013 - 2013
Job Investment Banking Associate Healthcare M&A at Jefferies
Industry Investment Banking
Experience
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Jonathan Piques Jonathan Piques's Training The Street Experience July 2008 - August 2008
Job Director of Corporate Development & Strategy at Owens & Minor
Industry Hospital & Health Care
Experience
Owens & Minor December 2014 - Present
Owens & Minor December 2013 - December 2014
Owens & Minor July 2011 - December 2013
BirdDog Solutions June 2010 - June 2011
New Capital Partners June 2009 - August 2009
Training the Street July 2008 - August 2008
Matrix Capital Markets Group, Inc. 2003 - 2008
Skills
Due Diligence, Business Planning, Negotiation, Analysis, Integration, Strategy, Program Development, Business Development, Growth Strategies, Mergers & Acquisitions, Financial Modeling, Cross-functional Team..., Leadership, Business Strategy, Management, Competitive Analysis, Forecasting
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, Strategy, Entrepreneurship, Healthcare
University of Richmond
BS, Finance
Owens & Minor December 2014 - Present
Owens & Minor December 2013 - December 2014
Owens & Minor July 2011 - December 2013
BirdDog Solutions June 2010 - June 2011
New Capital Partners June 2009 - August 2009
Training the Street July 2008 - August 2008
Matrix Capital Markets Group, Inc. 2003 - 2008
Skills
Due Diligence, Business Planning, Negotiation, Analysis, Integration, Strategy, Program Development, Business Development, Growth Strategies, Mergers & Acquisitions, Financial Modeling, Cross-functional Team..., Leadership, Business Strategy, Management, Competitive Analysis, Forecasting
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, Strategy, Entrepreneurship, Healthcare
University of Richmond
BS, Finance
Khubaib Latif, MBA Khubaib Latif, MBA's Training The Street Experience 2011 - 2011
Job Oscar and Emmy winning film member | MBA Business Intelligence/Analytics and MBA Finance
Industry Motion Pictures and Film
Experience
Workiva February 2013 - Present
University of Denver August 2011 - Present
HBO Documentary Films. February 2011 - October 2011
University of Denver October 2009 - August 2011
Training The Street 2011 - 2011
University of Denver September 2009 - June 2010
University of Denver January 2010 - March 2010
Daniels College of Business 2008 - 2010
University of Denver March 2007 - September 2009
University of Denver June 2007 - August 2007
Skills
Entrepreneurship, Leadership, Analysis, Financial Modeling, Film Production, Training, Blogging, Microsoft Excel, Product Management, Public Speaking, Management, Research, Editing, Multimedia, Start-ups, Team-oriented, Data Analysis, SaaS, Healthcare, Business Intelligence, Cinematography, Strategic Consulting, DCF, Event Planning, University Teaching, XBRL, Data Warehouse..., Cancer Research, Finance Consulting, Websphere, Corporate Finance, Data Vault, Star Schema, Final Cut Studio, Stanislavski, Shakespeare, P&L Modeling, Revenue Forecasting, Film Finance, Script Analysis, NPV, Excel models, Financial Strategy, HPLC, MALDI-MS, Spectroscopy, Emergency Medicine, Molecular Biology, SQL, Documentaries
Education
Stanford University 2014 — 2014
Certificate Programs
University of Denver - Daniels College of Business
Master’s Degree, Banking, Corporate Finance
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.), Finance (Investments and Corporate Finance) and Business Intelligence
University of Denver
Bachelor’s Degree, Biochemistry, Graduated with Distinction and Cum Laude Honors
University of Denver
Bachelor’s Degree, Film-Video Production, Molecular Biology and Medical Physics.
University of Westminster
Bachelor’s Degree, Biochemistry, Molecular Biology and Film Production
The Lyceum School
High School, Advanced Levels Examinations administered by University of Cambridge, Cambridge, UK
Workiva February 2013 - Present
University of Denver August 2011 - Present
HBO Documentary Films. February 2011 - October 2011
University of Denver October 2009 - August 2011
Training The Street 2011 - 2011
University of Denver September 2009 - June 2010
University of Denver January 2010 - March 2010
Daniels College of Business 2008 - 2010
University of Denver March 2007 - September 2009
University of Denver June 2007 - August 2007
Skills
Entrepreneurship, Leadership, Analysis, Financial Modeling, Film Production, Training, Blogging, Microsoft Excel, Product Management, Public Speaking, Management, Research, Editing, Multimedia, Start-ups, Team-oriented, Data Analysis, SaaS, Healthcare, Business Intelligence, Cinematography, Strategic Consulting, DCF, Event Planning, University Teaching, XBRL, Data Warehouse..., Cancer Research, Finance Consulting, Websphere, Corporate Finance, Data Vault, Star Schema, Final Cut Studio, Stanislavski, Shakespeare, P&L Modeling, Revenue Forecasting, Film Finance, Script Analysis, NPV, Excel models, Financial Strategy, HPLC, MALDI-MS, Spectroscopy, Emergency Medicine, Molecular Biology, SQL, Documentaries
Education
Stanford University 2014 — 2014
Certificate Programs
University of Denver - Daniels College of Business
Master’s Degree, Banking, Corporate Finance
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.), Finance (Investments and Corporate Finance) and Business Intelligence
University of Denver
Bachelor’s Degree, Biochemistry, Graduated with Distinction and Cum Laude Honors
University of Denver
Bachelor’s Degree, Film-Video Production, Molecular Biology and Medical Physics.
University of Westminster
Bachelor’s Degree, Biochemistry, Molecular Biology and Film Production
The Lyceum School
High School, Advanced Levels Examinations administered by University of Cambridge, Cambridge, UK
William Holden's Training The Street Experience January 2010 - January 2012
Job Director at Alvarez & Marsal
Industry Executive Office
Experience
Alvarez & Marsal February 2013 - Present
Boathouse Group, LLC April 2009 - January 2013
Training the Street January 2010 - January 2012
Greenhill & Co. February 2007 - March 2009
Rhone Group January 2006 - February 2007
Everett & Solsvig January 2003 - December 2005
Merrill Lynch June 1997 - January 2001
Skills
Restructuring, Credit, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Analysis, Strategic Planning, Forecasting, Negotiation, Banking, Budgeting, Investment Banking, Planning, Capital Markets, Excel, Valuation, Change Management, Process Improvement, Cash Flow, Due Diligence, Microsoft Office, Business Strategy, Cross-functional Team..., Business Development, Mergers & Acquisitions, Management, Financial Structuring, Finance, Private Equity, Corporate Development
Education
Columbia University - Columbia Business School 2000 — 2001
Master of Business Administration (M.B.A.), Finance and Operations
Skidmore College 1991 — 1995
B.S., Business Administration
Noble and Greenough School 1987 — 1991
High School
Dexter School 1984 — 1987
Grade School
Alvarez & Marsal February 2013 - Present
Boathouse Group, LLC April 2009 - January 2013
Training the Street January 2010 - January 2012
Greenhill & Co. February 2007 - March 2009
Rhone Group January 2006 - February 2007
Everett & Solsvig January 2003 - December 2005
Merrill Lynch June 1997 - January 2001
Skills
Restructuring, Credit, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Analysis, Strategic Planning, Forecasting, Negotiation, Banking, Budgeting, Investment Banking, Planning, Capital Markets, Excel, Valuation, Change Management, Process Improvement, Cash Flow, Due Diligence, Microsoft Office, Business Strategy, Cross-functional Team..., Business Development, Mergers & Acquisitions, Management, Financial Structuring, Finance, Private Equity, Corporate Development
Education
Columbia University - Columbia Business School 2000 — 2001
Master of Business Administration (M.B.A.), Finance and Operations
Skidmore College 1991 — 1995
B.S., Business Administration
Noble and Greenough School 1987 — 1991
High School
Dexter School 1984 — 1987
Grade School
Jonathan Lo's Training The Street Experience June 2006 - Present
Job
Industry Design
Experience
Public Assembly October 2012 - Present
Sugar Pie Honey Buns August 2014 - Present
Training the Street June 2006 - Present
DISTINC_ January 2014 - March 2014
Mirada Studios January 2013 - January 2014
The Broad Foundation June 2012 - January 2013
Joe Fresh November 2011 - June 2012
The Partners July 2011 - November 2011
Rolling Stone Magazine December 2010 - February 2011
2x4 May 2009 - July 2010
Skills
Typography, Creative Direction, Art, Branding & Identity, Art Direction, Entrepreneurship, Visual Communication, Marketing, Web Design, Brand Development, Strategy, Corporate Identity, Publishing, Concept Development, Corporate Branding, Creative Strategy
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Kyoto Consortium for Japanese Studies (KCJS) 1999 — 2000
Study Abroad Program in Kyoto, Japan
Parsons School of Design 2006 — 2006
Public Assembly October 2012 - Present
Sugar Pie Honey Buns August 2014 - Present
Training the Street June 2006 - Present
DISTINC_ January 2014 - March 2014
Mirada Studios January 2013 - January 2014
The Broad Foundation June 2012 - January 2013
Joe Fresh November 2011 - June 2012
The Partners July 2011 - November 2011
Rolling Stone Magazine December 2010 - February 2011
2x4 May 2009 - July 2010
Skills
Typography, Creative Direction, Art, Branding & Identity, Art Direction, Entrepreneurship, Visual Communication, Marketing, Web Design, Brand Development, Strategy, Corporate Identity, Publishing, Concept Development, Corporate Branding, Creative Strategy
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Kyoto Consortium for Japanese Studies (KCJS) 1999 — 2000
Study Abroad Program in Kyoto, Japan
Parsons School of Design 2006 — 2006
Andrew Badea's Training The Street Experience September 2013 - 2013
Job Financial Analyst Intern at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
Miami University Student Venture Fund March 2012 - September 2013
Startup Weekend February 2012 - February 2013
Training The Street September 2013 - 2013
Skills
Finance, Financial Accounting, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Valuation
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Major Finance, Minor Entrepreneurship, Magna Cum Laude
Chicago Finance Week 2013 — 2013
Miami University Dolibois European Center (Differdange, Luxembourg) 2012 — 2012
European Culture and Society
JPMorgan Chase June 2013 - Present
Miami University Student Venture Fund March 2012 - September 2013
Startup Weekend February 2012 - February 2013
Training The Street September 2013 - 2013
Skills
Finance, Financial Accounting, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Valuation
Education
Miami University 2010 — 2014
Bachelor of Science in Business, Major Finance, Minor Entrepreneurship, Magna Cum Laude
Chicago Finance Week 2013 — 2013
Miami University Dolibois European Center (Differdange, Luxembourg) 2012 — 2012
European Culture and Society
Ruiling( Laurel) Li Ruiling( Laurel) Li's Training The Street Experience November 2014 - November 2014
Job Finance Intern at Hay Group Global HQ
Industry Financial Services
Experience
Volunteers of America August 2014 - March 2015
Training The Street November 2014 - November 2014
Agricultural Bank of China December 2013 - January 2014
Mizuho Bank June 2012 - August 2012
China CITIC Bank International Limited June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Microsoft Word, TM1, Customer Service, Corporate Finance, Financial Modeling, Public Speaking, Research, Finance, Matlab, Event Planning, Training, Leadership, Photoshop, Social Media, Data Analysis, Windows, Risk Management, Financial Reporting, Strategic Planning, Accounting, Investments, Valuation, Strategy, Economics, Banking, Intercultural..., Microsoft Dynamics GP, Analysis, Management, Time Management, Portfolio Management
Education
University of Rochester 2014 — 2015
Master Science of Business Administration
Missouri State University 2011 — 2014
Bachelor of Science (BSc)
Missouri State University 2009 — 2014
Bachelor of Science (B.Sc.)
Volunteers of America August 2014 - March 2015
Training The Street November 2014 - November 2014
Agricultural Bank of China December 2013 - January 2014
Mizuho Bank June 2012 - August 2012
China CITIC Bank International Limited June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Microsoft Word, TM1, Customer Service, Corporate Finance, Financial Modeling, Public Speaking, Research, Finance, Matlab, Event Planning, Training, Leadership, Photoshop, Social Media, Data Analysis, Windows, Risk Management, Financial Reporting, Strategic Planning, Accounting, Investments, Valuation, Strategy, Economics, Banking, Intercultural..., Microsoft Dynamics GP, Analysis, Management, Time Management, Portfolio Management
Education
University of Rochester 2014 — 2015
Master Science of Business Administration
Missouri State University 2011 — 2014
Bachelor of Science (BSc)
Missouri State University 2009 — 2014
Bachelor of Science (B.Sc.)
Patrick Orzel Patrick Orzel's Training The Street Experience May 2015 - July 2015
Job Investment Banking Associate at Credit Suisse
Industry Aviation & Aerospace
Experience
Credit Suisse July 2015 - Present
Training The Street May 2015 - July 2015
Credit Suisse June 2014 - August 2014
Pratt & Whitney July 2008 - June 2013
Skills
Emerging Markets, Business Development, Building Relationships, Project Management, Supply Chain, Sourcing, Cross-functional Team..., Continuous Improvement, Lean Manufacturing, Manufacturing, Six Sigma, Strategic Sourcing, Aerospace, Manufacturing Operations, Supply Chain Management, Value Stream Mapping
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2008 — 2010
Master of Science, Management
Villanova University 2004 — 2008
Bachelor of Science, Mechanical Engineering
Choate Rosemary Hall
Credit Suisse July 2015 - Present
Training The Street May 2015 - July 2015
Credit Suisse June 2014 - August 2014
Pratt & Whitney July 2008 - June 2013
Skills
Emerging Markets, Business Development, Building Relationships, Project Management, Supply Chain, Sourcing, Cross-functional Team..., Continuous Improvement, Lean Manufacturing, Manufacturing, Six Sigma, Strategic Sourcing, Aerospace, Manufacturing Operations, Supply Chain Management, Value Stream Mapping
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Rensselaer Polytechnic Institute 2008 — 2010
Master of Science, Management
Villanova University 2004 — 2008
Bachelor of Science, Mechanical Engineering
Choate Rosemary Hall
Erin Dowling Brosch Erin Dowling Brosch's Training The Street Experience May 2008 - Present
Job Associate Instructor at TTS
Industry Banking
Experience
Training the Street May 2008 - Present
United States Army Reserve August 2007 - Present
Jones Lang LaSalle January 2005 - May 2008
KeyBank June 2003 - December 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Mergers, DCF, Private Equity, Microsoft Excel, Capital Markets, Investment Banking, Analysis, Real Estate Economics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Sasin Graduate Institute of Business Administration of Chulalongkorn University 2014 — 2014
Master of Business Administration (M.B.A.)
University of Richmond 1999 — 2003
BA, Economics
University College Dublin 2002 — 2002
Bachelor's Degree, Quinn School of Business
Laurel School 1995 — 1999
Training the Street May 2008 - Present
United States Army Reserve August 2007 - Present
Jones Lang LaSalle January 2005 - May 2008
KeyBank June 2003 - December 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Mergers, DCF, Private Equity, Microsoft Excel, Capital Markets, Investment Banking, Analysis, Real Estate Economics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Sasin Graduate Institute of Business Administration of Chulalongkorn University 2014 — 2014
Master of Business Administration (M.B.A.)
University of Richmond 1999 — 2003
BA, Economics
University College Dublin 2002 — 2002
Bachelor's Degree, Quinn School of Business
Laurel School 1995 — 1999
Victor Hwei Victor Hwei's Training The Street Experience June 2010 - July 2010
Job Finance and Strategy
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
UBS Investment Bank August 2010 - December 2013
Training the Street June 2010 - July 2010
Deloitte Consulting February 2004 - August 2008
Skills
Valuation, Management Consulting, Financial Modeling, Mergers, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 1999 — 2003
BS, Computer Science
Morgan Stanley December 2013 - Present
UBS Investment Bank August 2010 - December 2013
Training the Street June 2010 - July 2010
Deloitte Consulting February 2004 - August 2008
Skills
Valuation, Management Consulting, Financial Modeling, Mergers, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Strategy, Finance
University of California, Los Angeles 1999 — 2003
BS, Computer Science
Steve Richards's Training The Street Experience April 2014 - May 2015
Job Kellogg School of Management 2016 MBA Candidate
Industry Investment Banking
Experience
Training The Street April 2014 - May 2015
Brown Gibbons Lang & Company 2013 - 2014
Madison Street Capital 2007 - 2013
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Business Valuation, LBO, M&A experience, DCF, Finance, Restructuring, Financial Analysis, Due Diligence, Management, Leadership, Strategy, Financial Services, Banking, Private Equity
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Analytical Finance, Accounting & Information Management
Indiana University - Kelley School of Business 2001 — 2006
Bachelor of Science (B.S.), Finance, Business Economics & Public Policy
Training The Street April 2014 - May 2015
Brown Gibbons Lang & Company 2013 - 2014
Madison Street Capital 2007 - 2013
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Business Valuation, LBO, M&A experience, DCF, Finance, Restructuring, Financial Analysis, Due Diligence, Management, Leadership, Strategy, Financial Services, Banking, Private Equity
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Analytical Finance, Accounting & Information Management
Indiana University - Kelley School of Business 2001 — 2006
Bachelor of Science (B.S.), Finance, Business Economics & Public Policy
Lee Horowitz Lee Horowitz's Training The Street Experience June 2014 - August 2014
Job Equity Research Associate (Internet) at Nomura
Industry Capital Markets
Experience
Nomura August 2015 - Present
Nomura Securities August 2014 - August 2015
Training The Street June 2014 - August 2014
Ocean Ride Cycling Studio May 2013 - September 2013
Highline Capital Management July 2013 - August 2013
Saratoga Capital April 2008 - December 2012
Advanced Research Partners at Bear Stearns August 2007 - May 2008
Skills
Sales, Microsoft Excel, Electronic Trading, US Equities, Thompson One, Economics, Trading, Finance, Bloomberg Terminal, Series 7, Series 63, Trading Systems, Equities, Equity Research, Financial Accounting, Business Strategy, Enterprise Software, FactSet
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance & Accounting, 4.0
University of Michigan 2002 — 2007
Communications, B.A
Nomura August 2015 - Present
Nomura Securities August 2014 - August 2015
Training The Street June 2014 - August 2014
Ocean Ride Cycling Studio May 2013 - September 2013
Highline Capital Management July 2013 - August 2013
Saratoga Capital April 2008 - December 2012
Advanced Research Partners at Bear Stearns August 2007 - May 2008
Skills
Sales, Microsoft Excel, Electronic Trading, US Equities, Thompson One, Economics, Trading, Finance, Bloomberg Terminal, Series 7, Series 63, Trading Systems, Equities, Equity Research, Financial Accounting, Business Strategy, Enterprise Software, FactSet
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance & Accounting, 4.0
University of Michigan 2002 — 2007
Communications, B.A
Evan Gregory's Training The Street Experience 2012 - 2012
Job Wealth Management Intern at S&L Associates Finance and Economics Major at Miami University
Industry Financial Services
Experience
ADVENTIS CG September 2015 - September 2015
Marathon Petroleum Corporation May 2015 - August 2015
S&L Associates November 2013 - August 2014
BlockBased Entertainment June 2010 - August 2012
Training The Street 2012 - 2012
General Nutrition Center March 2011 - August 2011
United States Senate 2010 - 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Financial Services, Event Planning, Event Management, Corporate Events, Microsoft Office, Customer Service, Administrative..., Social Media Marketing, PowerPoint, Marketing
Education
Miami University 2011 — 2016
Finance and Economics, 3.78
Archbishop Alter High School 2009 — 2011
Business Administration and Management, General, 3.92
ADVENTIS CG September 2015 - September 2015
Marathon Petroleum Corporation May 2015 - August 2015
S&L Associates November 2013 - August 2014
BlockBased Entertainment June 2010 - August 2012
Training The Street 2012 - 2012
General Nutrition Center March 2011 - August 2011
United States Senate 2010 - 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Financial Services, Event Planning, Event Management, Corporate Events, Microsoft Office, Customer Service, Administrative..., Social Media Marketing, PowerPoint, Marketing
Education
Miami University 2011 — 2016
Finance and Economics, 3.78
Archbishop Alter High School 2009 — 2011
Business Administration and Management, General, 3.92
Howard K. Gaswirth Howard K. Gaswirth's Training The Street Experience May 2013 - October 2013
Job Senior Financial Analyst at Luxottica Group
Industry Financial Services
Experience
Training The Street May 2013 - October 2013
JPMorgan Chase & Co. September 2006 - May 2008
Banc of America Securities LLC June 2005 - July 2006
Banc of America Securities LLC 2004 - 2004
Deloitte & Touche LLP 2003 - 2003
Education
City University of New York-Baruch College - Zicklin School of Business
Honors MBA, Finance, Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Finance, Accounting
University of Michigan 2001 — 2003
Pre-Business
Training The Street May 2013 - October 2013
JPMorgan Chase & Co. September 2006 - May 2008
Banc of America Securities LLC June 2005 - July 2006
Banc of America Securities LLC 2004 - 2004
Deloitte & Touche LLP 2003 - 2003
Education
City University of New York-Baruch College - Zicklin School of Business
Honors MBA, Finance, Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Finance, Accounting
University of Michigan 2001 — 2003
Pre-Business
Thej Gurumurthy Thej Gurumurthy's Training The Street Experience 2007 - Present
Job COO and CoFounder at Syven Global Services
Industry Financial Services
Experience
Syven Global Services November 2000 - Present
Training The Street 2007 - Present
New York Society of Security Analysts (NYSSA) 2007 - 2013
UBICS Inc January 1999 - October 2000
IBM August 1998 - December 1998
Aditi Technologies November 1996 - July 1998
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA
University of Mysore 1992 — 1996
Bachelor of Engineering
Syven Global Services November 2000 - Present
Training The Street 2007 - Present
New York Society of Security Analysts (NYSSA) 2007 - 2013
UBICS Inc January 1999 - October 2000
IBM August 1998 - December 1998
Aditi Technologies November 1996 - July 1998
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA
University of Mysore 1992 — 1996
Bachelor of Engineering
Will Metzidakis Will Metzidakis's Training The Street Experience 2013 - 2013
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Deloitte Transactions and Business Analytics LLP January 2013 - May 2015
Training The Street 2013 - 2013
GE Capital September 2012 - December 2012
Michael Page International October 2008 - September 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Management, Valuation, Finance, Leadership, Investment Banking, Forecasting
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance and Accounting
University of Massachusetts, Amherst
BA, Economics and Management
Université Paris Dauphine
Economic and Managerial Science
Wells Fargo Securities June 2015 - Present
Deloitte Transactions and Business Analytics LLP January 2013 - May 2015
Training The Street 2013 - 2013
GE Capital September 2012 - December 2012
Michael Page International October 2008 - September 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Management, Valuation, Finance, Leadership, Investment Banking, Forecasting
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance and Accounting
University of Massachusetts, Amherst
BA, Economics and Management
Université Paris Dauphine
Economic and Managerial Science
Zhengang (Tony) Li Zhengang (Tony) Li's Training The Street Experience November 2014 - November 2014
Job 2015 Master of Science in Finance Candidate | Simon Business School | CFA Level II Candidate | Passed FRM Part 1 & 2
Industry Financial Services
Experience
Simon School Venture Capital Fund October 2014 - Present
Training The Street November 2014 - November 2014
HSBC July 2013 - August 2013
Allied Victory Gold & Silver Investment Limited July 2012 - August 2012
Huishang Bank January 2012 - February 2012
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, Financial Reporting, Commercial Banking, SAS Programming, R, Data Analysis, Financial Statements, Financial Risk, Valuation, DCF Valuation, Finance, Financial Analysis
Education
University of Rochester 2014 — 2015
Master of Science (MS), Finance
South China University of Technology 2010 — 2014
Bachelor's degree, Finance, General, 3.6
Simon School Venture Capital Fund October 2014 - Present
Training The Street November 2014 - November 2014
HSBC July 2013 - August 2013
Allied Victory Gold & Silver Investment Limited July 2012 - August 2012
Huishang Bank January 2012 - February 2012
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, Financial Reporting, Commercial Banking, SAS Programming, R, Data Analysis, Financial Statements, Financial Risk, Valuation, DCF Valuation, Finance, Financial Analysis
Education
University of Rochester 2014 — 2015
Master of Science (MS), Finance
South China University of Technology 2010 — 2014
Bachelor's degree, Finance, General, 3.6
Bob Wieczorek's Training The Street Experience January 2015 - Present
Job Head of Asset Management and Capital Markets at Training The Street
Industry Financial Services
Experience
Training The Street January 2015 - Present
Fitch Learning September 2014 - December 2014
Fitch Learning (successor to 7city Learning) January 2013 - December 2014
7city Learning July 2008 - January 2013
7city Learning May 2006 - July 2008
STORM Capital Partners June 2003 - May 2006
Greenport Capital Management November 2001 - June 2003
Credit Lyonnais Securities June 1997 - November 2001
Credit Lyonnais Securities June 1995 - June 1997
CRT Capital Group March 1994 - June 1995
Skills
Asset Management, Portfolio Management, Derivatives, Corporate Finance, Options, Capital Markets, Valuation, Investment Banking, Risk Management, E-learning, Financial Analysis, Investments, Private Equity, Hedge Funds, Banking, Asset Managment, Mergers & Acquisitions, Financial Services, Equities, Relationship Management, Alternative Investments, Equity Derivatives, Fixed Income, Investment Management, Credit
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelor of Science (B.S.), Management - Finance
SHS
Finance, General
Training The Street January 2015 - Present
Fitch Learning September 2014 - December 2014
Fitch Learning (successor to 7city Learning) January 2013 - December 2014
7city Learning July 2008 - January 2013
7city Learning May 2006 - July 2008
STORM Capital Partners June 2003 - May 2006
Greenport Capital Management November 2001 - June 2003
Credit Lyonnais Securities June 1997 - November 2001
Credit Lyonnais Securities June 1995 - June 1997
CRT Capital Group March 1994 - June 1995
Skills
Asset Management, Portfolio Management, Derivatives, Corporate Finance, Options, Capital Markets, Valuation, Investment Banking, Risk Management, E-learning, Financial Analysis, Investments, Private Equity, Hedge Funds, Banking, Asset Managment, Mergers & Acquisitions, Financial Services, Equities, Relationship Management, Alternative Investments, Equity Derivatives, Fixed Income, Investment Management, Credit
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelor of Science (B.S.), Management - Finance
SHS
Finance, General
Jay Roberts's Training The Street Experience May 2015 - July 2015
Job Real Estate Investment Banking Associate at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch July 2015 - Present
Training The Street May 2015 - July 2015
NYU Stern School of Business July 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Private Real Estate Family Office 2012 - 2013
Global Financial Literacy Initiative 2010 - 2013
The M Financial Group - The Wealth Advisory Group, LLC 2009 - 2013
Signature Resources - John Hancock 2008 - 2009
Sperry Van Ness 2007 - 2008
Pacifica Commercial Realty 2006 - 2007
Skills
Organizational..., Financial Analysis, Team Leadership, Strategic Planning, Real Estate, Investments, Leadership, Financial Modeling, Portfolio Management, Finance, Market Research, Management, Business Development
Education
The Hong Kong University of Science and Technology 2015 — 2015
MBA, International Business
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance and Real Estate
University of California, Los Angeles
Pre-MBA
University of California, Santa Barbara
Business Economics, Economics
Los Alamitos High School
Bank of America Merrill Lynch July 2015 - Present
Training The Street May 2015 - July 2015
NYU Stern School of Business July 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Private Real Estate Family Office 2012 - 2013
Global Financial Literacy Initiative 2010 - 2013
The M Financial Group - The Wealth Advisory Group, LLC 2009 - 2013
Signature Resources - John Hancock 2008 - 2009
Sperry Van Ness 2007 - 2008
Pacifica Commercial Realty 2006 - 2007
Skills
Organizational..., Financial Analysis, Team Leadership, Strategic Planning, Real Estate, Investments, Leadership, Financial Modeling, Portfolio Management, Finance, Market Research, Management, Business Development
Education
The Hong Kong University of Science and Technology 2015 — 2015
MBA, International Business
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance and Real Estate
University of California, Los Angeles
Pre-MBA
University of California, Santa Barbara
Business Economics, Economics
Los Alamitos High School
Thomas Newbern Jr Thomas Newbern Jr's Training The Street Experience June 2013 - June 2014
Job Analyst at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates June 2014 - Present
Training The Street June 2013 - June 2014
Davidson College Human Resource Department August 2009 - May 2013
J.P. Morgan June 2012 - August 2012
First Federal Savings and Loan of Valdosta May 2011 - August 2011
First Federal Savings and Loan of Valdosta May 2007 - August 2010
Skills
Economics, Microsoft Office, Data Analysis, Event Planning, Stata, Fund Accounting, Adobe Creative Suite
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Brookwood Associates June 2014 - Present
Training The Street June 2013 - June 2014
Davidson College Human Resource Department August 2009 - May 2013
J.P. Morgan June 2012 - August 2012
First Federal Savings and Loan of Valdosta May 2011 - August 2011
First Federal Savings and Loan of Valdosta May 2007 - August 2010
Skills
Economics, Microsoft Office, Data Analysis, Event Planning, Stata, Fund Accounting, Adobe Creative Suite
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Daniel Tulchin's Training The Street Experience May 2011 - August 2011
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company May 2015 - Present
McKinsey & Company September 2013 - May 2015
Bain & Company June 2012 - August 2012
Training the Street May 2011 - August 2011
Kiva July 2010 - November 2010
Wachovia Securities June 2007 - June 2010
Citigroup June 2006 - June 2007
Skills
Corporate Finance, Valuation, Financial Modeling, Investment Banking, Emerging Markets, Due Diligence, Financial Analysis, Analysis, Business Strategy
Education
Columbia Business School 2011 — 2013
MBA
Georgetown University 2002 — 2006
BS, International Economics, Cum Laude
McKinsey & Company May 2015 - Present
McKinsey & Company September 2013 - May 2015
Bain & Company June 2012 - August 2012
Training the Street May 2011 - August 2011
Kiva July 2010 - November 2010
Wachovia Securities June 2007 - June 2010
Citigroup June 2006 - June 2007
Skills
Corporate Finance, Valuation, Financial Modeling, Investment Banking, Emerging Markets, Due Diligence, Financial Analysis, Analysis, Business Strategy
Education
Columbia Business School 2011 — 2013
MBA
Georgetown University 2002 — 2006
BS, International Economics, Cum Laude
Chirag Saraiya Chirag Saraiya's Training The Street Experience June 2003 - Present
Job Principal at Training The Street & Adjunct Professor of Finance at Northwestern University
Industry Financial Services
Experience
Training The Street June 2003 - Present
Bank of America June 2000 - June 2003
Skills
Private Equity, Equities, Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Hedge Funds, Business Valuation, Equity Research, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Master of Business Administration (MBA)
Emory University 1996 — 2000
Training The Street June 2003 - Present
Bank of America June 2000 - June 2003
Skills
Private Equity, Equities, Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Hedge Funds, Business Valuation, Equity Research, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Master of Business Administration (MBA)
Emory University 1996 — 2000
Keith Knobelauch Keith Knobelauch's Training The Street Experience May 2013 - September 2013
Job Investment Banking Associate at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital July 2014 - Present
Deloitte Transactions & Business Analytics (DTBA) October 2013 - June 2014
Training The Street May 2013 - September 2013
Deloitte Transactions & Business Analytics (DTBA) January 2013 - April 2013
Rochdale Investment Management June 2012 - August 2012
GE Capital 2011 - 2011
Murdock Capital Partners 2006 - 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Public Accounting & Finance, 3.98
San Francisco State University 2003 — 2005
B.S., International Business
Barclays Capital July 2014 - Present
Deloitte Transactions & Business Analytics (DTBA) October 2013 - June 2014
Training The Street May 2013 - September 2013
Deloitte Transactions & Business Analytics (DTBA) January 2013 - April 2013
Rochdale Investment Management June 2012 - August 2012
GE Capital 2011 - 2011
Murdock Capital Partners 2006 - 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Public Accounting & Finance, 3.98
San Francisco State University 2003 — 2005
B.S., International Business
Priya Garg Priya Garg's Training The Street Experience 2005 - 2009
Job Finance
Industry Financial Services
Experience
Relay Graduate School of Education March 2014 - Present
Socratic Labs 2013 - 2013
Morgan Stanley 2010 - 2013
Unite with In Motion 2006 - 2011
Training The Street 2005 - 2009
SunTrust Robinson Humphrey 2003 - 2005
Skills
Mergers, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Business Valuation, Emerging Markets, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Strategy, Financial Services, Corporate Finance, Investment Banking, Private Equity, Start-ups
Education
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance and Political Science
Oxford University 2000 — 2000
Blair Academy
Relay Graduate School of Education March 2014 - Present
Socratic Labs 2013 - 2013
Morgan Stanley 2010 - 2013
Unite with In Motion 2006 - 2011
Training The Street 2005 - 2009
SunTrust Robinson Humphrey 2003 - 2005
Skills
Mergers, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Business Valuation, Emerging Markets, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Strategy, Financial Services, Corporate Finance, Investment Banking, Private Equity, Start-ups
Education
Emory University - Goizueta Business School 1999 — 2003
BBA, Finance and Political Science
Oxford University 2000 — 2000
Blair Academy
Wanda Echavarria-Drummond Wanda Echavarria-Drummond's Training The Street Experience January 2010 - December 2012
Job Executive Director of GMS Global Presidential Associate Program & Millennial Development
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. January 2014 - Present
Training The Street January 2010 - December 2012
Credit Suisse March 1999 - August 2009
Salomon Smith Barney 1997 - 1999
Calvin Klein, Inc. 1993 - 1997
Skills
Project Management, Technology, People Management, Program Management, Learning Management, Learning and Development, Product Development, Business Analysis, Employee Training, Management, Analysis, Process Improvement, CRM, Strategy, Strategic Planning, Vendor Management, Leadership, Training, Business Development, Business Strategy, Marketing Communications, Mergers & Acquisitions, Start-ups, Project Planning, Change Management, Business Process..., Management Consulting, Cross-functional Team..., Entrepreneurship, Marketing, Relationship Management, Outsourcing, Sales, Business Planning, Data Analysis, IT Strategy, Market Research, Corporate Development, Executive Management, Organizational...
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
B.A., English, Business Administration
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), English Language and Literature, General
The Estée Lauder Companies Inc. January 2014 - Present
Training The Street January 2010 - December 2012
Credit Suisse March 1999 - August 2009
Salomon Smith Barney 1997 - 1999
Calvin Klein, Inc. 1993 - 1997
Skills
Project Management, Technology, People Management, Program Management, Learning Management, Learning and Development, Product Development, Business Analysis, Employee Training, Management, Analysis, Process Improvement, CRM, Strategy, Strategic Planning, Vendor Management, Leadership, Training, Business Development, Business Strategy, Marketing Communications, Mergers & Acquisitions, Start-ups, Project Planning, Change Management, Business Process..., Management Consulting, Cross-functional Team..., Entrepreneurship, Marketing, Relationship Management, Outsourcing, Sales, Business Planning, Data Analysis, IT Strategy, Market Research, Corporate Development, Executive Management, Organizational...
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
B.A., English, Business Administration
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), English Language and Literature, General
Patrick Grahek's Training The Street Experience January 2013 - January 2013
Job Analyst at BBVA Securities
Industry Capital Markets
Experience
KPMG June 2014 - August 2014
LCG Associates May 2013 - August 2013
Training The Street January 2013 - January 2013
Hyde Park Golf and Country Club May 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Teamwork, Team Leadership, Financial Modeling, Public Speaking, Time Management, Spanish
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Milton High School
KPMG June 2014 - August 2014
LCG Associates May 2013 - August 2013
Training The Street January 2013 - January 2013
Hyde Park Golf and Country Club May 2008 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Teamwork, Team Leadership, Financial Modeling, Public Speaking, Time Management, Spanish
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Milton High School
Darwin Sinchi Darwin Sinchi's Training The Street Experience September 2012 - October 2012
Job Rotational Development Program Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
C.L. King & Associates May 2014 - April 2015
Wells Fargo Advisors April 2013 - January 2014
Training The Street September 2012 - October 2012
Gap Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, FAA Certifications, Data Analysis, Fundraising, Program Management, Spanish, Microsoft Office, Financial Modeling, Payroll, Sales, Windows, Time Management, Leadership, Strategy, Customer Service, Teamwork, Public Speaking
Education
University at Albany 2010 — 2015
Bachelor of Science in Business Accounting, Finance and Marketing, Senior
Universidad Europea
BNY Mellon June 2015 - Present
C.L. King & Associates May 2014 - April 2015
Wells Fargo Advisors April 2013 - January 2014
Training The Street September 2012 - October 2012
Gap Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, FAA Certifications, Data Analysis, Fundraising, Program Management, Spanish, Microsoft Office, Financial Modeling, Payroll, Sales, Windows, Time Management, Leadership, Strategy, Customer Service, Teamwork, Public Speaking
Education
University at Albany 2010 — 2015
Bachelor of Science in Business Accounting, Finance and Marketing, Senior
Universidad Europea
Bijie Zhu Bijie Zhu's Training The Street Experience October 2012 - October 2012
Job Master Student in Computer Science
Industry Computer Software
Experience
City University of New York January 2015 - Present
Forex Trading Project June 2014 - Present
Bank of East Asia June 2013 - July 2013
Training The Street October 2012 - October 2012
Carl Lamb and Associates May 2012 - July 2012
X202 Spreadsheet Modeling & Data Analysis Honors Class January 2012 - May 2012
Bashida Custom Broker June 2011 - June 2011
Skills
Courts, PowerPoint, Civil Litigation, Financial Modeling, Microsoft Excel
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, BusinessOverall; Accounting and Finance
City University of New York
Master's Degree, Computer Science
City University of New York January 2015 - Present
Forex Trading Project June 2014 - Present
Bank of East Asia June 2013 - July 2013
Training The Street October 2012 - October 2012
Carl Lamb and Associates May 2012 - July 2012
X202 Spreadsheet Modeling & Data Analysis Honors Class January 2012 - May 2012
Bashida Custom Broker June 2011 - June 2011
Skills
Courts, PowerPoint, Civil Litigation, Financial Modeling, Microsoft Excel
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, BusinessOverall; Accounting and Finance
City University of New York
Master's Degree, Computer Science
Mark Ro's Training The Street Experience June 2009 - Present
Job Student at Trinity Evangelical Divinity School
Industry Religious Institutions
Experience
Harvest Community Church October 2013 - Present
Training the Street June 2009 - Present
Remnant Westside Church July 2009 - July 2012
Emigrant Capital November 2006 - June 2009
Bank of America June 2005 - October 2006
Skills
Private Equity, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Teaching, Theology, Entrepreneurship, Investments, Management Consulting
Education
Trinity Evangelical Divinity School 2012 — 2016
Master of Divinity (MDiv)
Gordon Conwell Theological Seminary 2009 — 2011
Biblical Studies, Missions
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS), Finance
Harvest Community Church October 2013 - Present
Training the Street June 2009 - Present
Remnant Westside Church July 2009 - July 2012
Emigrant Capital November 2006 - June 2009
Bank of America June 2005 - October 2006
Skills
Private Equity, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Teaching, Theology, Entrepreneurship, Investments, Management Consulting
Education
Trinity Evangelical Divinity School 2012 — 2016
Master of Divinity (MDiv)
Gordon Conwell Theological Seminary 2009 — 2011
Biblical Studies, Missions
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS), Finance
Richard Wang Richard Wang's Training The Street Experience September 2012 - October 2012
Job MSF Graduate Boston College
Industry Financial Services
Experience
CREO Capital Advisors April 2015 - Present
Olson, Cross & Alamo Advisors June 2013 - August 2013
Training The Street September 2012 - October 2012
Cinda International Capital Limited June 2012 - August 2012
Guotai Junan Securities Co., Ltd May 2011 - July 2011
Duke Energy Corporation 2011 - 2011
Bank of Communications Limited May 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Access, SQL, Minitab, SAS, Teamwork, Equity Research, Investment Banking, Banking, Security, Financial Modeling, Financial Statement..., Equities, Corporate Finance, Microsoft Excel, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Science (M.S.), Finance
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance, Decision Science
CREO Capital Advisors April 2015 - Present
Olson, Cross & Alamo Advisors June 2013 - August 2013
Training The Street September 2012 - October 2012
Cinda International Capital Limited June 2012 - August 2012
Guotai Junan Securities Co., Ltd May 2011 - July 2011
Duke Energy Corporation 2011 - 2011
Bank of Communications Limited May 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Access, SQL, Minitab, SAS, Teamwork, Equity Research, Investment Banking, Banking, Security, Financial Modeling, Financial Statement..., Equities, Corporate Finance, Microsoft Excel, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Science (M.S.), Finance
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance, Decision Science
Neil Guha Neil Guha's Training The Street Experience July 2013 - August 2013
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Training The Street July 2013 - August 2013
University of North Carolina at Chapel Hill July 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Keefe, Bruyette & Woods December 2008 - June 2011
Keefe, Bruyette & Woods June 2007 - December 2008
Barclays Capital July 2006 - June 2007
Barclays Capital June 2005 - August 2005
Skills
Debt Capital Markets, Equity Capital Markets, Investment Banking, Syndicate, High Yield, Private Placements, FIG, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, IPO, Alternative Investments, Derivatives, Finance, Investments, Trading, Options, Emerging Markets, Banking, Financial Structuring, Credit, Financial Institutions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
IESE Business School - University of Navarra 2012 — 2013
Master of Business Administration (MBA), MBA Exchange
University of Virginia 2002 — 2006
B.S., Systems Engineering, Economics
Morgan Stanley August 2013 - Present
Training The Street July 2013 - August 2013
University of North Carolina at Chapel Hill July 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Keefe, Bruyette & Woods December 2008 - June 2011
Keefe, Bruyette & Woods June 2007 - December 2008
Barclays Capital July 2006 - June 2007
Barclays Capital June 2005 - August 2005
Skills
Debt Capital Markets, Equity Capital Markets, Investment Banking, Syndicate, High Yield, Private Placements, FIG, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets, Fixed Income, IPO, Alternative Investments, Derivatives, Finance, Investments, Trading, Options, Emerging Markets, Banking, Financial Structuring, Credit, Financial Institutions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
IESE Business School - University of Navarra 2012 — 2013
Master of Business Administration (MBA), MBA Exchange
University of Virginia 2002 — 2006
B.S., Systems Engineering, Economics
Jonathan LaSala Jonathan LaSala's Training The Street Experience May 2014 - September 2014
Job Investment Banking Associate at TAP Advisors
Industry Financial Services
Experience
TAP Advisors April 2015 - Present
Deloitte October 2014 - April 2015
Training The Street May 2014 - September 2014
Deloitte January 2014 - April 2014
SGA Inc. June 2013 - January 2014
GE Capital April 2013 - July 2013
Summerview Development Group, LLC; Fordham Landing Associates, LLC May 2010 - March 2013
Merrill Lynch August 2007 - January 2008
Pitney Bowes May 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Accounting
Manhattan College 2009 — 2010
Bachelor of Science (B.S.), Economics
TAP Advisors April 2015 - Present
Deloitte October 2014 - April 2015
Training The Street May 2014 - September 2014
Deloitte January 2014 - April 2014
SGA Inc. June 2013 - January 2014
GE Capital April 2013 - July 2013
Summerview Development Group, LLC; Fordham Landing Associates, LLC May 2010 - March 2013
Merrill Lynch August 2007 - January 2008
Pitney Bowes May 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Accounting
Manhattan College 2009 — 2010
Bachelor of Science (B.S.), Economics
Giorgi Pailodze Giorgi Pailodze's Training The Street Experience May 2013 - July 2013
Job Investment Banking Associate at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners April 2015 - Present
Citi August 2013 - April 2015
Training The Street May 2013 - July 2013
Citi June 2012 - August 2012
TBC Bank May 2008 - August 2011
HSBC Bank Georgia August 2007 - May 2008
Skills
Corporate Finance, Trading, Financial Analysis, Fixed Income, Portfolio Management, Liquidity Management, Investments, Bloomberg, Project Management, Economics, Financial Modeling, Start-ups, Finance, Valuation, Risk Management, Treasury Management, Investment Banking, Banking, Analysis, Capital Markets, Credit Analysis, Leadership, Treasury, Credit Risk, Business Strategy, Negotiation, Emerging Markets, Managerial Finance, Financial Markets, Due Diligence, ALM, Money Market
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
IESE Business School - University of Navarra 2013 — 2013
Master of Business Administration (MBA)
Caucasus School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Evercore Partners April 2015 - Present
Citi August 2013 - April 2015
Training The Street May 2013 - July 2013
Citi June 2012 - August 2012
TBC Bank May 2008 - August 2011
HSBC Bank Georgia August 2007 - May 2008
Skills
Corporate Finance, Trading, Financial Analysis, Fixed Income, Portfolio Management, Liquidity Management, Investments, Bloomberg, Project Management, Economics, Financial Modeling, Start-ups, Finance, Valuation, Risk Management, Treasury Management, Investment Banking, Banking, Analysis, Capital Markets, Credit Analysis, Leadership, Treasury, Credit Risk, Business Strategy, Negotiation, Emerging Markets, Managerial Finance, Financial Markets, Due Diligence, ALM, Money Market
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
IESE Business School - University of Navarra 2013 — 2013
Master of Business Administration (MBA)
Caucasus School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Marc Aqui Marc Aqui's Training The Street Experience 2008 - Present
Job Principal at Training The Street
Industry Financial Services
Experience
Training The Street 2008 - Present
Merrill Lynch 2003 - 2005
Goldman Sachs 2002 - 2003
Robertson Stephens 2001 - 2002
Skills
Financial Modeling, Transaction Modeling, Teaching, Curriculum Design, Teacher Training, Public Speaking, Corporate Finance, Financial Transactions, Valuation, Program Management, Investments, Equities, Due Diligence, Private Equity, Strategy, Financial Analysis, Investment Banking
Education
Georgetown University 1997 — 2001
B.S. Business Administration, Finance
Training The Street 2008 - Present
Merrill Lynch 2003 - 2005
Goldman Sachs 2002 - 2003
Robertson Stephens 2001 - 2002
Skills
Financial Modeling, Transaction Modeling, Teaching, Curriculum Design, Teacher Training, Public Speaking, Corporate Finance, Financial Transactions, Valuation, Program Management, Investments, Equities, Due Diligence, Private Equity, Strategy, Financial Analysis, Investment Banking
Education
Georgetown University 1997 — 2001
B.S. Business Administration, Finance
Jeffrey Neustadt's Training The Street Experience May 2012 - Present
Job Teaching Associate at Training The Street
Industry Investment Banking
Experience
Training The Street May 2012 - Present
Meridian Partners August 2011 - December 2011
Teach For America August 2009 - August 2011
Skills
Valuation, Financial Statement..., Financial Modeling, Bloomberg, Economics, DCF, Corporate Finance, Market Research, Due Diligence, PowerPoint, Investment Banking, Public Speaking, Analysis
Education
University of Richmond 2005 — 2009
BA, Political Science; Philosophy
Tuck School of Business at Dartmouth College 2010 — 2010
Business Bridge
University of Oxford 2008 — 2008
Technology, Ethics, and Society
Training The Street May 2012 - Present
Meridian Partners August 2011 - December 2011
Teach For America August 2009 - August 2011
Skills
Valuation, Financial Statement..., Financial Modeling, Bloomberg, Economics, DCF, Corporate Finance, Market Research, Due Diligence, PowerPoint, Investment Banking, Public Speaking, Analysis
Education
University of Richmond 2005 — 2009
BA, Political Science; Philosophy
Tuck School of Business at Dartmouth College 2010 — 2010
Business Bridge
University of Oxford 2008 — 2008
Technology, Ethics, and Society
Nicholas Kehr Nicholas Kehr's Training The Street Experience September 2014 - September 2014
Job Legal Analyst at eviCore Healthcare
Industry Insurance
Experience
eviCore healthcare June 2015 - Present
Goggin Ice Center March 2014 - February 2015
Training The Street September 2014 - September 2014
Lone Tree Golf Club & Hotel August 2009 - August 2013
Skills
Time Management, Finance, Leadership, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Critical Thinking, Customer Service, Research, Analytical Skills, Team Leadership, Corporate Law, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (BS)- Farmer School of Business, Finance, General
eviCore healthcare June 2015 - Present
Goggin Ice Center March 2014 - February 2015
Training The Street September 2014 - September 2014
Lone Tree Golf Club & Hotel August 2009 - August 2013
Skills
Time Management, Finance, Leadership, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Critical Thinking, Customer Service, Research, Analytical Skills, Team Leadership, Corporate Law, Financial Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (BS)- Farmer School of Business, Finance, General
Domenic Natale Domenic Natale's Training The Street Experience May 2012 - July 2012
Job Investment Banking Associate at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital July 2012 - Present
Barclays Capital June 2011 - August 2012
Training The Street May 2012 - July 2012
Fordham Graduate Business School September 2010 - May 2012
ICON Capital Corp. January 2010 - June 2011
Rutgers University May 2005 - December 2009
Skills
Investment Banking, M&A experience, M&A execution, Due Diligence, Healthcare, Venture Capital, Private Equity, Start-up Ventures
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Finance
Rutgers University-New Brunswick 2004 — 2009
Management and Finance
The Hun School of Princeton 2004 — 2005
Delbarton 1998 — 2003
Michigan State University
Barclays Capital July 2012 - Present
Barclays Capital June 2011 - August 2012
Training The Street May 2012 - July 2012
Fordham Graduate Business School September 2010 - May 2012
ICON Capital Corp. January 2010 - June 2011
Rutgers University May 2005 - December 2009
Skills
Investment Banking, M&A experience, M&A execution, Due Diligence, Healthcare, Venture Capital, Private Equity, Start-up Ventures
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Finance
Rutgers University-New Brunswick 2004 — 2009
Management and Finance
The Hun School of Princeton 2004 — 2005
Delbarton 1998 — 2003
Michigan State University
Jeremy Dancu's Training The Street Experience September 2012 - September 2012
Job Investment Banking Analyst TMT at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Notre Dame Compton Family Ice Arena October 2011 - May 2015
Goldman Sachs June 2014 - August 2014
CME Group May 2013 - August 2013
Arclight Securities, LLC December 2012 - January 2013
Training The Street September 2012 - September 2012
Starboard Specialty Funds, LLC May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, SNL, Team Building, Bloomberg Terminal, Financial Modeling, Strategy, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics
Goldman Sachs July 2015 - Present
Notre Dame Compton Family Ice Arena October 2011 - May 2015
Goldman Sachs June 2014 - August 2014
CME Group May 2013 - August 2013
Arclight Securities, LLC December 2012 - January 2013
Training The Street September 2012 - September 2012
Starboard Specialty Funds, LLC May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, SNL, Team Building, Bloomberg Terminal, Financial Modeling, Strategy, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics
Christine (Corr) Vogt's Training The Street Experience February 2010 - June 2010
Job Assistant Property Manager at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield March 2014 - Present
JLL August 2010 - March 2014
Training the Street February 2010 - June 2010
Eastwood Homes September 2008 - December 2009
St. Jude Children's Research Hospital September 2007 - July 2008
Skills
Microsoft Excel, Yardi Voyager, MRI Software, Accounts Payable, Tenant Coordination, Accounts Receivable, Lease Administration, SharePoint, Yardi Property..., JDE One World, Real Estate, Leases, Corporate Real Estate, Real Estate Development, Commercial Real Estate, Location Intelligence, Real Estate Economics, Property Management, Landlords, Brokerage, Sales, Management, Marketing, Customer Service
Education
University of North Carolina at Charlotte 2004 — 2008
BA, Communications; Public Relations
Cushman & Wakefield March 2014 - Present
JLL August 2010 - March 2014
Training the Street February 2010 - June 2010
Eastwood Homes September 2008 - December 2009
St. Jude Children's Research Hospital September 2007 - July 2008
Skills
Microsoft Excel, Yardi Voyager, MRI Software, Accounts Payable, Tenant Coordination, Accounts Receivable, Lease Administration, SharePoint, Yardi Property..., JDE One World, Real Estate, Leases, Corporate Real Estate, Real Estate Development, Commercial Real Estate, Location Intelligence, Real Estate Economics, Property Management, Landlords, Brokerage, Sales, Management, Marketing, Customer Service
Education
University of North Carolina at Charlotte 2004 — 2008
BA, Communications; Public Relations
Aaron Katz's Training The Street Experience September 2011 - September 2011
Job Search Strategist at Centro
Industry Marketing and Advertising
Experience
Centro October 2014 - Present
VivaKi August 2013 - September 2014
VivaKi August 2012 - July 2013
Weltman Bernfield LLC November 2011 - July 2012
Training the Street September 2011 - September 2011
Skills
SEM, Quantitative Analytics, Microsoft Excel, Google Adwords, Account Management, PPC, Digital Marketing, Management, Mobile Marketing, MSN AdCenter, Leadership, Kenshoo, Accounting, QuickBooks, Online Advertising, Marketing, Digital Strategy, Analytics, Advertising
Education
The University of Chicago 2014 — 2015
Professional Certificate, Integrated Marketing
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Evanston Township High School 2003 — 2007
Centro October 2014 - Present
VivaKi August 2013 - September 2014
VivaKi August 2012 - July 2013
Weltman Bernfield LLC November 2011 - July 2012
Training the Street September 2011 - September 2011
Skills
SEM, Quantitative Analytics, Microsoft Excel, Google Adwords, Account Management, PPC, Digital Marketing, Management, Mobile Marketing, MSN AdCenter, Leadership, Kenshoo, Accounting, QuickBooks, Online Advertising, Marketing, Digital Strategy, Analytics, Advertising
Education
The University of Chicago 2014 — 2015
Professional Certificate, Integrated Marketing
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Evanston Township High School 2003 — 2007
Brad Payne's Training The Street Experience June 2012 - January 2013
Job Pricing and Yield Manager at Apple
Industry Marketing and Advertising
Experience
Apple February 2015 - Present
Cumulus Media July 2014 - February 2015
Cumulus Media January 2013 - July 2014
Training The Street June 2012 - January 2013
CHILDS Advisory Partners January 2012 - May 2012
Petsky Prunier LLC July 2011 - January 2012
Waud Capital Partners April 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Insperity February 2007 - August 2009
CGI June 2004 - February 2007
Skills
MBA, IPO, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Financial Analysis, Corporate Development, Capital Markets, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Strategic Planning, Management, Mergers & Acquisitions, Finance, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA
Apple February 2015 - Present
Cumulus Media July 2014 - February 2015
Cumulus Media January 2013 - July 2014
Training The Street June 2012 - January 2013
CHILDS Advisory Partners January 2012 - May 2012
Petsky Prunier LLC July 2011 - January 2012
Waud Capital Partners April 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Insperity February 2007 - August 2009
CGI June 2004 - February 2007
Skills
MBA, IPO, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Financial Analysis, Corporate Development, Capital Markets, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Strategic Planning, Management, Mergers & Acquisitions, Finance, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA
David Martin Graff's Training The Street Experience June 2006 - December 2007
Job Entrepreneur, The Palindrome Group, LLC
Industry Venture Capital & Private Equity
Experience
The Palindrome Group, LLC, a holding company for Palindrome Capital, LLC & Palindrome Ventures, LLC September 2006 - Present
Training The Street June 2006 - December 2007
Merill Lynch & Co October 2005 - September 2006
Merrill Lynch & Co., June 2005 - September 2005
Graduate Leverage January 2004 - June 2004
Acumen Fund January 2004 - June 2004
GSC Group May 2003 - September 2003
Mitsubishi Trust & Banking Corporation, New York Branch April 2000 - May 2002
AIG May 1998 - April 2000
Skills
Capital Markets, Corporate Development, Financial Modeling, Structured Finance, Equities, Asset Management, Venture Capital, Mergers & Acquisitions, Private Equity, Hedge Funds, Investments, Valuation, Alternative Investments, Investment Banking, Strategy, Due Diligence, Corporate Finance, Emerging Markets, Business Development, Start-ups, Finance, Portfolio Management, Entrepreneurship, Financial Analysis, Business Strategy, Management, Banking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, IMEX
The London School of Economics and Political Science (LSE)
Master of Business Administration (MBA), Economics, Political Economy
Hofstra University
BBA, Finance, Accounting
George W. Hewlett High School 1989 — 1993
Physics
The Palindrome Group, LLC, a holding company for Palindrome Capital, LLC & Palindrome Ventures, LLC September 2006 - Present
Training The Street June 2006 - December 2007
Merill Lynch & Co October 2005 - September 2006
Merrill Lynch & Co., June 2005 - September 2005
Graduate Leverage January 2004 - June 2004
Acumen Fund January 2004 - June 2004
GSC Group May 2003 - September 2003
Mitsubishi Trust & Banking Corporation, New York Branch April 2000 - May 2002
AIG May 1998 - April 2000
Skills
Capital Markets, Corporate Development, Financial Modeling, Structured Finance, Equities, Asset Management, Venture Capital, Mergers & Acquisitions, Private Equity, Hedge Funds, Investments, Valuation, Alternative Investments, Investment Banking, Strategy, Due Diligence, Corporate Finance, Emerging Markets, Business Development, Start-ups, Finance, Portfolio Management, Entrepreneurship, Financial Analysis, Business Strategy, Management, Banking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, IMEX
The London School of Economics and Political Science (LSE)
Master of Business Administration (MBA), Economics, Political Economy
Hofstra University
BBA, Finance, Accounting
George W. Hewlett High School 1989 — 1993
Physics
Eric Lanser Eric Lanser's Training The Street Experience June 2015 - July 2015
Job Investment Banking Associate at Evercore
Industry Investment Banking
Experience
Training The Street June 2015 - July 2015
Goldman Sachs June 2014 - August 2014
U.S. Air Force July 2009 - July 2013
Education
Columbia Business School 2013 — 2015
MBA; Columbia Fellow Merit-Based Scholarship
Massachusetts Institute of Technology 2005 — 2009
BS, Chemical-Biological Engineering
Deerfield Academy 2001 — 2005
Training The Street June 2015 - July 2015
Goldman Sachs June 2014 - August 2014
U.S. Air Force July 2009 - July 2013
Education
Columbia Business School 2013 — 2015
MBA; Columbia Fellow Merit-Based Scholarship
Massachusetts Institute of Technology 2005 — 2009
BS, Chemical-Biological Engineering
Deerfield Academy 2001 — 2005
Andrew Portnoy's Training The Street Experience September 2015 - September 2015
Job Student at University of Michigan Stephen M. Ross School of Business
Industry Financial Services
Experience
Training The Street September 2015 - September 2015
RB June 2014 - August 2014
Clovis Capital Management May 2014 - June 2014
Skills
Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Training The Street September 2015 - September 2015
RB June 2014 - August 2014
Clovis Capital Management May 2014 - June 2014
Skills
Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Marcus Noel's Training The Street Experience March 2014 - Present
Job ConnectEd Fellow at US Department of Education
Industry Education Management
Experience
U.S. Department of Education August 2014 - Present
Education Pioneers July 2014 - Present
Training The Street March 2014 - Present
ProInspire September 2012 - July 2014
McMaster-Carr 2010 - 2011
JPMorgan 2008 - 2010
Skills
Public Speaking, Leadership, Nonprofits, Social Innovation, Fundraising, Microsoft Excel, Community Outreach, Management, Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Early-stage Startups, Design
Education
Morehouse College 2004 — 2008
B.A., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Study Abroad, Multinational Business Finance
U.S. Department of Education August 2014 - Present
Education Pioneers July 2014 - Present
Training The Street March 2014 - Present
ProInspire September 2012 - July 2014
McMaster-Carr 2010 - 2011
JPMorgan 2008 - 2010
Skills
Public Speaking, Leadership, Nonprofits, Social Innovation, Fundraising, Microsoft Excel, Community Outreach, Management, Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Early-stage Startups, Design
Education
Morehouse College 2004 — 2008
B.A., Finance
The London School of Economics and Political Science (LSE) 2007 — 2007
Study Abroad, Multinational Business Finance
Bora Lee's Training The Street Experience 2006 - 2014
Job Equity research
Industry Financial Services
Experience
RBC Capital Markets 2015 - Present
Knewton 2014 - 2015
Training the Street 2006 - 2014
BrainGig 2009 - 2012
Lazard 2002 - 2005
Goldman Sachs 1996 - 1999
Skills
Equity Research, Research, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Excel, Capital Markets, Finance, Mergers & Acquisitions, Strategy, Equities, Corporate Finance, Investments
Education
Stuyvesant HS
Columbia Business School
MBA, Finance
Georgetown University
BS in Bus. Admin, Finance, International Business
London School of Economics
RBC Capital Markets 2015 - Present
Knewton 2014 - 2015
Training the Street 2006 - 2014
BrainGig 2009 - 2012
Lazard 2002 - 2005
Goldman Sachs 1996 - 1999
Skills
Equity Research, Research, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Excel, Capital Markets, Finance, Mergers & Acquisitions, Strategy, Equities, Corporate Finance, Investments
Education
Stuyvesant HS
Columbia Business School
MBA, Finance
Georgetown University
BS in Bus. Admin, Finance, International Business
London School of Economics
Jefferson Rives Jr's Training The Street Experience 2010 - 2010
Job Vice President, Healthcare Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Al Riddick's Training The Street Experience September 2008 - Present
Job Relationship Manager at Training The Street
Industry Professional Training & Coaching
Experience
Training The Street September 2008 - Present
Fuzzy Logix, LLC November 2007 - September 2008
HSBC- Decision One Mortgage April 2004 - November 2007
Hendrick Automotive Group 1994 - 2004
Education
Elon University 1987 — 1991
Training The Street September 2008 - Present
Fuzzy Logix, LLC November 2007 - September 2008
HSBC- Decision One Mortgage April 2004 - November 2007
Hendrick Automotive Group 1994 - 2004
Education
Elon University 1987 — 1991
Kathleen (Burns) Slivka's Training The Street Experience March 2012 - Present
Job LMS Administrator, Training The Street, Inc.
Industry Education Management
Experience
Training The Street March 2012 - Present
Kent School January 2000 - March 2012
Computer Training Partners, LLC April 1989 - March 2012
Skills
Training, Learning Management..., Microsoft Office, Hands-on Training, Moodle, Teaching, PowerPoint, Strategic Planning, Curriculum Development, Higher Education, Microsoft Excel, Educational Technology, Classroom, Editing, Customer Service
Education
University of Oregon 1979 — 1981
MBA
Bates College 1971 — 1975
BA
Training The Street March 2012 - Present
Kent School January 2000 - March 2012
Computer Training Partners, LLC April 1989 - March 2012
Skills
Training, Learning Management..., Microsoft Office, Hands-on Training, Moodle, Teaching, PowerPoint, Strategic Planning, Curriculum Development, Higher Education, Microsoft Excel, Educational Technology, Classroom, Editing, Customer Service
Education
University of Oregon 1979 — 1981
MBA
Bates College 1971 — 1975
BA
Van Vu's Training The Street Experience July 2007 - Present
Job Instructor at TTS
Industry Financial Services
Experience
Training the Street July 2007 - Present
Merrill Lynch July 2005 - August 2007
Education
Claremont McKenna College 2001 — 2005
BA, Politics, Philosophy, and Economics w/ Economics Dual
Training the Street July 2007 - Present
Merrill Lynch July 2005 - August 2007
Education
Claremont McKenna College 2001 — 2005
BA, Politics, Philosophy, and Economics w/ Economics Dual
John Pharr, MBA's Training The Street Experience May 2013 - December 2014
Job Senior Consultant at Acxiom
Industry Financial Services
Experience
Acxiom April 2015 - Present
Acxiom August 2013 - March 2015
Training The Street May 2013 - December 2014
Deloitte January 2013 - April 2013
ICAP Capital Markets December 2007 - June 2011
Skills
Capital Markets, Credit, Securities, Series 7, Accounting, Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Economics, Finance, Due Diligence, Options, Fixed Income, Trading, Risk Management, Asset Managment, Alternative Investments, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Markets, Bloomberg, Asset Management, Bloomberg Terminal, Financial Reporting, Mutual Funds, Hedge Funds, Portfolio Management, Equity Research, Financial Services, Strategy, Management, Analytics, Analysis, Strategic Planning, Project Management, Consulting, Data Analysis, Microsoft Excel
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, Accounting
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Nichols 1999 — 2003
Acxiom April 2015 - Present
Acxiom August 2013 - March 2015
Training The Street May 2013 - December 2014
Deloitte January 2013 - April 2013
ICAP Capital Markets December 2007 - June 2011
Skills
Capital Markets, Credit, Securities, Series 7, Accounting, Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Economics, Finance, Due Diligence, Options, Fixed Income, Trading, Risk Management, Asset Managment, Alternative Investments, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Markets, Bloomberg, Asset Management, Bloomberg Terminal, Financial Reporting, Mutual Funds, Hedge Funds, Portfolio Management, Equity Research, Financial Services, Strategy, Management, Analytics, Analysis, Strategic Planning, Project Management, Consulting, Data Analysis, Microsoft Excel
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, Accounting
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Nichols 1999 — 2003
Elizabeth Tomic's Training The Street Experience 2008 - 2011
Job Engagement Manager at Prophet
Industry Management Consulting
Experience
Prophet September 2013 - Present
Coach June 2012 - August 2012
Training the Street 2008 - 2011
J.P. Morgan July 2006 - July 2008
Skills
Business Strategy, Marketing Strategy, Brand Development, Management Consulting, Financial Modeling, Mergers, Strategy, Valuation, Financial Analysis, Market Research, Corporate Finance, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Growth Strategy and Innovation
Fordham University 2002 — 2006
Bachelor of Science (BS), Finance, General
Prophet September 2013 - Present
Coach June 2012 - August 2012
Training the Street 2008 - 2011
J.P. Morgan July 2006 - July 2008
Skills
Business Strategy, Marketing Strategy, Brand Development, Management Consulting, Financial Modeling, Mergers, Strategy, Valuation, Financial Analysis, Market Research, Corporate Finance, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Growth Strategy and Innovation
Fordham University 2002 — 2006
Bachelor of Science (BS), Finance, General
Peter John Rogers's Training The Street Experience February 2011 - February 2011
Job Associate Portfolio Manager at Bank of the West
Industry Investment Management
Experience
Bank of the West May 2012 - Present
Daniels College of Business September 2010 - March 2011
Training the Street February 2011 - February 2011
CFA Institute October 2010 - January 2011
Daniels College of Business September 2010 - December 2010
Monti's Rotisserie & Bar July 2007 - August 2009
AAA PC Pro January 2003 - August 2009
Trattoria Vino Grigio June 2007 - September 2007
Three Blocks Off March 2007 - June 2007
Tau Kappa Epsilon Fraternity September 2006 - May 2007
Skills
Capital IQ, Morningstar, Bloomberg, Crystal Ball, Statements, Equities, VBA, Modeling, Excel, Thomson One, Statistics, Microsoft Office, Access, SQL, Solver, Data Analysis, DCF, Monte Carlo Simulation, PowerPoint, Word, Microsoft Excel, Leadership, Portfolio Management, Analysis, Investments, Bloomberg Terminal, Financial Modeling, Financial Analysis, Equity Research, Quantitative Analytics, Mutual Funds, Finance, Securities, Due Diligence, Equity Valuation, Customer Service, Financial Accounting, Financial Planning, Asset Management, Alternative Investments, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2011
MS, Finance (Investments)
Sonoma State University 2003 — 2007
BS, Business Administration (Finance)
Bank of the West May 2012 - Present
Daniels College of Business September 2010 - March 2011
Training the Street February 2011 - February 2011
CFA Institute October 2010 - January 2011
Daniels College of Business September 2010 - December 2010
Monti's Rotisserie & Bar July 2007 - August 2009
AAA PC Pro January 2003 - August 2009
Trattoria Vino Grigio June 2007 - September 2007
Three Blocks Off March 2007 - June 2007
Tau Kappa Epsilon Fraternity September 2006 - May 2007
Skills
Capital IQ, Morningstar, Bloomberg, Crystal Ball, Statements, Equities, VBA, Modeling, Excel, Thomson One, Statistics, Microsoft Office, Access, SQL, Solver, Data Analysis, DCF, Monte Carlo Simulation, PowerPoint, Word, Microsoft Excel, Leadership, Portfolio Management, Analysis, Investments, Bloomberg Terminal, Financial Modeling, Financial Analysis, Equity Research, Quantitative Analytics, Mutual Funds, Finance, Securities, Due Diligence, Equity Valuation, Customer Service, Financial Accounting, Financial Planning, Asset Management, Alternative Investments, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2011
MS, Finance (Investments)
Sonoma State University 2003 — 2007
BS, Business Administration (Finance)
Brendan Bilodeau's Training The Street Experience October 2011 - October 2011
Job Regional Sales Manager at Avalara
Industry Computer Software
Experience
Avalara September 2014 - Present
BMC Software April 2014 - September 2014
BMC Software July 2013 - September 2014
Tuckernuck January 2013 - July 2013
Burning Tree Golf Club May 2006 - July 2013
Hampden-Sydney College September 2011 - June 2013
Laidlaw & Company December 2012 - January 2013
Uscoop September 2011 - January 2013
Lafayette Federal Credit Union May 2012 - August 2012
Training The Street October 2011 - October 2011
Skills
Finance, Market Research, Investments, Microsoft Excel, Salesforce.com, Sales, Valuation, Microsoft Office, Economics, Mortgage Banking, Asset Management, Social Media Marketing, Marketing, SaaS, Business Development, Equity Valuation, Pipeline Development, Analysis, Enterprise Software, Cloud Computing, Solution Selling, Due Diligence, Problem Analysis, Ecommerce, ERP Software, Sales Tax, Cold Calling, Channel Partners, Partner Management
Education
Hampden-Sydney College 2009 — 2013
Bachelor of Arts, Economics & Business
Our Lady of Good Counsel High School 2005 — 2009
Diploma
Avalara September 2014 - Present
BMC Software April 2014 - September 2014
BMC Software July 2013 - September 2014
Tuckernuck January 2013 - July 2013
Burning Tree Golf Club May 2006 - July 2013
Hampden-Sydney College September 2011 - June 2013
Laidlaw & Company December 2012 - January 2013
Uscoop September 2011 - January 2013
Lafayette Federal Credit Union May 2012 - August 2012
Training The Street October 2011 - October 2011
Skills
Finance, Market Research, Investments, Microsoft Excel, Salesforce.com, Sales, Valuation, Microsoft Office, Economics, Mortgage Banking, Asset Management, Social Media Marketing, Marketing, SaaS, Business Development, Equity Valuation, Pipeline Development, Analysis, Enterprise Software, Cloud Computing, Solution Selling, Due Diligence, Problem Analysis, Ecommerce, ERP Software, Sales Tax, Cold Calling, Channel Partners, Partner Management
Education
Hampden-Sydney College 2009 — 2013
Bachelor of Arts, Economics & Business
Our Lady of Good Counsel High School 2005 — 2009
Diploma
Niveditha V's Training The Street Experience November 2010 - April 2013
Job Sr QA Engineer
Industry Information Technology and Services
Experience
IntegriChain August 2014 - Present
Deloitte September 2013 - May 2014
Deloitte May 2013 - September 2013
Training The Street November 2010 - April 2013
USAM Technology Solutions Pvt. Ltd. February 2008 - September 2010
USAM Technology Solutions Pvt. Ltd. September 2007 - February 2008
Skills
HP Quality Center, Regression Testing, Test Planning, Test Cases, Manual Testing, HP QTP, Testing, System Testing, User Acceptance Testing, Test Automation, Test Estimation, JIRA, TFS, SQL, MySQL, Software Quality..., Agile Methodologies, Test Management, Confluence, trello, SDLC, QA Automation, Defect Tracking, Sprint Planning, Test Strategy
Education
The University of Texas at Arlington 2005 — 2007
Master's Degree, Bioengineering
Anna University 2001 — 2005
Bachelor’s Degree, Electrical and Electronics Engineering
Lady Andal 1999 — 2001
High School
Good shepherd
IntegriChain August 2014 - Present
Deloitte September 2013 - May 2014
Deloitte May 2013 - September 2013
Training The Street November 2010 - April 2013
USAM Technology Solutions Pvt. Ltd. February 2008 - September 2010
USAM Technology Solutions Pvt. Ltd. September 2007 - February 2008
Skills
HP Quality Center, Regression Testing, Test Planning, Test Cases, Manual Testing, HP QTP, Testing, System Testing, User Acceptance Testing, Test Automation, Test Estimation, JIRA, TFS, SQL, MySQL, Software Quality..., Agile Methodologies, Test Management, Confluence, trello, SDLC, QA Automation, Defect Tracking, Sprint Planning, Test Strategy
Education
The University of Texas at Arlington 2005 — 2007
Master's Degree, Bioengineering
Anna University 2001 — 2005
Bachelor’s Degree, Electrical and Electronics Engineering
Lady Andal 1999 — 2001
High School
Good shepherd