Western Reserve Partners LLC
Western Reserve Partners LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Western Reserve Partners LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Western Reserve Partners LLC Salaries. You can even request information on how much does Western Reserve Partners LLC pay if you want to. Learn about salaries, pros and cons of working for Western Reserve Partners LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
66 Western Reserve Partners LLC employees in database. Find out everything there's to know about Western Reserve Partners LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Western Reserve Partners LLC Employees
Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC) May 2015 - Present
Hennessy Capital LLC November 2013 - Present
CHS Capital LLC July 2012 - July 2014
Morgan Stanley January 2010 - July 2012
George K. Baum & Company May 2009 - October 2009
Western Reserve Partners LLC December 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Derivatives, Valuation, Buyouts, Private Equity, Mergers & Acquisitions, Due Diligence
Education
Miami University 2005 — 2009
Finance, Decision Sciences (Business Statistics), Mathematics
ConAgra Foods May 2015 - August 2015
ConAgra Foods May 2014 - August 2014
The Business Backer May 2013 - August 2013
Mandel Jewish Community Center May 2011 - August 2012
Western Reserve Partners LLC May 2012 - May 2012
Skills
Data Analysis, Leadership, Financial Analysis, Financial Modeling, Time Management, Presentation Development, SAP R/3, Team Leadership, Public Speaking, Microsoft Office, Budgets, Strategic Planning, Entrepreneurship, Financial Accounting, Sales, Microsoft Word, Microsoft Excel, PowerPoint
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting Double Major, French Minor, Senior
Shaker Heights High School 2008 — 2012
Western Reserve Partners LLC May 2015 - August 2015
Aon Hewitt March 2013 - August 2014
Aon Hewitt April 2012 - March 2013
Skills
Data Analysis, SQL, Regression Testing, Oracle, Microsoft Excel, Investment Banking, Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Finance, Capital IQ, ThomsonOne
Education
Weatherhead School of Management at Case Western Reserve University 2014 — 2016
Master of Business Administration (M.B.A.), Strategy and Finance, 3.9/4.0
Emory University
Bachelor of Arts (BA), Economics
Gilmour Academy High School
Western Reserve Partners LLC June 2013 - Present
Skills
Leadership, Organization, Communication Skills, Social Media, PowerPoint, Customer Service, Microsoft Office, Advertising, Time Management, Microsoft Excel, Market Research, Adobe Creative Suite, Photoshop, Critical Thinking, Microsoft Word
Education
Cleveland State University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
ScottMadden, Inc. August 2015 - Present
Delta Air Lines June 2014 - August 2014
Imagine Software September 2012 - June 2013
Imagine Software July 2010 - September 2012
Imagine Software July 2009 - July 2010
Bernstein Global Wealth Management October 2007 - November 2008
Western Reserve Partners, LLC June 2006 - August 2006
Allegiant Asset Management June 2005 - August 2005
Skills
Investments, Hedge Funds, Equities, Securities, Risk Management, Project Management, Asset Allocation, Derivatives Trading, Derivatives, Alternative Investments, Bloomberg, Investment Banking, Portfolio Management, Fixed Income, Trading, Financial Analysis, Financial Risk
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Colby College 2003 — 2007
B.A., Economics
Hawken School 1999 — 2003
State Street July 2015 - Present
Xinxiang Education Consulting LTD June 2010 - Present
Barclays Capital June 2013 - August 2013
Western Reserve Partners LLC January 2013 - January 2013
Williams College Economics Department September 2012 - December 2012
Allianz Global Investors July 2012 - August 2012
GGV Capital June 2012 - June 2012
Premiere Performances of Hong Kong July 2011 - August 2011
New Oriental Education & Technology Group June 2010 - July 2010
Skills
Chinese, Mandarin, Stata, R, Financial Modeling, Derivatives, Research, English, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Economics, Statistics, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance, General
Williams College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Music
The Hotchkiss School 2008 — 2010
High School
Nanjing Foreign Language School
Howard & O'Brien Executive Search May 2015 - Present
Western Reserve Partners LLC November 2014 - March 2015
BNY Mellon June 2014 - August 2014
Alcoa April 2013 - February 2014
Kenyon College August 2010 - May 2011
Society for American Baseball Research May 2009 - August 2009
Skills
Research, PowerPoint, Microsoft Office, Data Analysis, Facebook, Public Speaking, Editing, Microsoft Excel, Social Media, Microsoft Word, Fundraising, Nonprofits, Legal Research, Economics, Community Outreach, Politics, Statistics, Teaching
Education
Case Western Reserve University School of Law 2011 — 2014
Juris Doctor Candidate
Case Western Reserve University - Weatherhead School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Kenyon College 2007 — 2011
A.B., Economics, Public Policy, Statistics
Western Reserve Partners LLC March 2015 - Present
KeyBank May 2014 - August 2014
Shaker Heights Municipal Court May 2011 - August 2011
Skills
Leadership, Market Research, Microsoft Excel, PowerPoint, Public Speaking, Social Networking, Microsoft Office, Valuation, Fundraising, Financial Modeling, Event Planning, Microsoft PowerPoint, Data Analysis, Due Diligence
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Economics
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Wall Street Prep 2013 — 2014
Valuation Boot Camp
Shaker Heights High School 2007 — 2011
J.P. Morgan July 2014 - Present
Western Reserve Partners LLC January 2014 - January 2014
Fund Evaluation Group July 2013 - August 2013
Fanatics, Inc. January 2013 - June 2013
Baldwin & Lyons, Inc. May 2011 - August 2012
Finish Line May 2009 - August 2010
Skills
Microsoft Excel, Sales, Management, Financial Analysis, Insurance, Microsoft Word, Financial Accounting, Managerial Finance, Public Speaking, PowerPoint, Business Strategy, M&A analysis, Economics
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics, cum laude
Hamilton Southeastern High School 2006 — 2010
Academic Honors Diploma
Wyrick Robbins Yates & Ponton LLP June 2014 - Present
Jones Day October 2012 - June 2014
Western Reserve Partners LLC May 2011 - August 2011
John S. Chapman & Associates--Cleveland, OH May 2010 - August 2010
United States District Court--Southern District of Ohio, Dayton Ohio May 2009 - July 2009
The Law Offices of Perry Mastromichalis--Raleigh, NC July 2007 - August 2008
Providence Country Club--Charlotte, NC November 2001 - August 2006
Skills
Legal Research, Mergers & Acquisitions, Due Diligence, Financial Modeling, Securities Regulation, Securities, Bankruptcy, Private Equity, Legal Advice
Education
Case Western Reserve University School of Law 2008 — 2012
JD, Law
Case Western Reserve University - Weatherhead School of Management 2008 — 2012
MBA, Finance
University of North Carolina at Chapel Hill 2005 — 2008
BA, Bachelor of Arts, Journalism/Mass Communication and Political Science
Western Reserve Partners LLC June 2014 - Present
BAE Systems June 2011 - June 2014
BAE Systems June 2010 - June 2011
BAE Systems June 2009 - June 2010
BAE Systems January 2008 - June 2009
Merrill Lynch May 2006 - August 2006
Skills
Accounting, Managerial Finance, Financial Analysis, Forecasting, Leadership, Data Analysis, Internal Controls, Finance, Strategic Financial..., Auditing, Program Management, Analysis, Business Planning, Project Planning, Variance Analysis, Earned Value Management, Risk Management, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
MBA
Elon University 2003 — 2007
B.S.
Elon University - Martha and Spencer Love School of Business 2003 — 2007
BS
Western Reserve Partners LLC July 2004 - Present
The Lake Erie Nature & Science Center 2006 - Present
KeyBanc Capital Markets July 2000 - June 2004
ING Barings LLC August 1999 - June 2000
Skills
Mergers & Acquisitions, Financial Opinions, Capital Raising, Bankruptcy &..., Public Company Advisory, Private Equity, Process Strategy &..., Manage Client..., New Business Development, Business Services..., Consumer Industry, Non-Profit Board...
Education
John Carroll University 1995 — 1999
BSBA, Finance / Economics
Deloitte Consulting May 2014 - Present
Medtronic June 2013 - August 2013
Deloitte Consulting July 2008 - June 2012
Western Reserve Partners, LLC May 2007 - July 2007
Enerco Group Inc June 2006 - August 2006
Skills
Management Consulting, Financial Analysis, Business Strategy, Competitive Analysis, Data Analysis, Strategic Consulting, Pricing Analysis, Strategic Sourcing, Product Development, Customer Experience..., Non-profit Volunteer, Analysis, Leadership, Consulting, Financial Modeling, Strategy
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Health Sector Management
Miami University 2004 — 2008
BS, Finance, Marketing
Western Reserve Partners LLC November 2012 - Present
David P. Mariano & Associates January 2012 - Present
InTune Studios July 2011 - November 2012
The Horsburgh & Scott Co. July 2008 - July 2011
Western Reserve Partners LLC July 2004 - July 2008
McDonald Investments Inc./National City Investment Banking May 1999 - July 2004
Skills
Strategy, Leadership, Mergers & Acquisitions, Finance, Management, Corporate Finance, Marketing, Financial Modeling, Leadership Development, Financial Analysis, Valuation, Mergers, Business Advisory, Private Equity, Business Strategy, Value Creation, Company Valuation, Due Diligence, Coaching, Investments, Nonprofits, Investment Banking, Strategic Planning, Venture Capital, Sales, Corporate Development, Entrepreneurship, Executive Management, Business Valuation
Education
Case Western Reserve University 1997 — 2000
Bachelor of Science (B.S.), Accountancy
Western Reserve Partners LLC June 2014 - August 2014
Envestnet, Inc January 2013 - June 2013
Envestnet, Inc September 2010 - January 2013
US Bank March 2010 - September 2010
Bradley University International Trade Center May 2009 - August 2009
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (MBA), Corporate Finance & Investment Banking
Bradley University
B.S., Finance
Vorys, Sater, Seymour and Pease LLP February 2013 - Present
Western Reserve Partners LLC March 2012 - February 2013
Luper Neidenthal & Logan June 2011 - December 2011
The Ohio State University August 2008 - December 2011
NATIONAL FUEL GAS COMPANY May 2010 - August 2010
VERIZON COMMUNICATIONS INC May 2009 - July 2009
Skills
Legal Research, Legal Writing, Business Management, Business Strategy, Microsoft Office, Statistical Software, Subrogation, Social Media, Bankruptcy, Natural Gas, Mathematics, Marketing Strategy, Management, Research
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2011
Master of Business Administration
The Ohio State University Moritz College of Law 2008 — 2011
Juris Doctor
Kenyon College 2004 — 2008
BA, Economics, Mathematics (minor statistics), Integrated Program in Humane Studies
Cascadia Capital LLC October 2013 - Present
Western Reserve Partners LLC June 2010 - October 2013
Western Reserve Partners LLC May 2009 - August 2009
Fidelity National Financial 2007 - 2008
Wachovia Securities Corporate Investment Bank 2005 - 2007
Skills
LBO, Business Valuation, Financial Analysis, Valuation, Investments, Due Diligence, Corporate Development, Mergers & Acquisitions, Investment Banking, Venture Capital, Financial Modeling, Mergers, Private Equity, Finance, Corporate Finance
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance and Accounting
University of Washington 2000 — 2004
B.A. with Distinction, Economics and Philosophy
North Thurston High School
Western Reserve Partners LLC October 2014 - Present
Vertical Knowledge LLC September 2013 - September 2014
U.S. Army Special Operations Command May 2012 - August 2013
U.S. European Command June 2009 - May 2012
U.S. Army Special Operations Command January 2006 - June 2009
U.S. Army Special Operations Command October 2004 - January 2006
Skills
Crisis Management, Leadership, Social Media, Public Relations, Strategy, International Relations, Strategic Planning, Public Speaking, Project Management, Social Media Strategist, Technical Writing, Editing, Event Planning, Report Writing, Social Media Consulting, Copy Editing, Microsoft Word, Microsoft Office, News Writing, Online Advertising, Presentations, Military Operations, Government, DoD, Command, Presenter, Social Media Advertising, Image Editing, Media Relations, Joint Planning, Social Media Measurement, Information Operations, MISO, Strategic Public..., Intelligence Analysis, Joint Operations, Facebook, Persuasion, Operational Planning, Foreign Policy, Interagency Coordination, Policy, Special Operations, Intelligence, National Security, Strategic Communications, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
The George Washington University 2010 — 2012
MPS, Strategic Public Relations, 3.7
American Public University System 2008 — 2010
Bachelor of Arts, Political Science
Uber April 2015 - Present
Information Services Group June 2013 - April 2015
Huron Consulting Group November 2011 - May 2013
Oracle Corporation August 2009 - November 2011
Western Reserve Partners LLC May 2008 - August 2008
Citi June 2007 - August 2007
Mercantil Commercebank N.A. May 2006 - August 2006
Skills
Data Analysis, Finance, Project Management, Healthcare Consulting, Consulting, Financial Analysis, Financial Modeling, Management Consulting, Strategy, Program Management, Business Analysis, Sales, Process Improvement
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Finance
Port Credit Secondary School 2002 — 2005
Diploma
Brightstar August 2013 - Present
H.I.G. Capital / Bayside Capital July 2011 - July 2013
Minds Matter October 2008 - June 2011
Western Reserve Partners November 2010 - May 2011
Western Reserve Partners LLC July 2008 - November 2010
Skills
Valuation, Corporate Finance, Management Consulting, Restructuring, Investment Banking, Research, Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Business Development, LBO, Financial Services, Corporate Development, Venture Capital
Education
University of Pennsylvania 2004 — 2008
BA, Political Science; concentration in International Relations
The Busy Girl's Shopping Companion January 2015 - Present
Western Reserve Partners LLC May 2011 - Present
Cleveland Clinic April 2010 - April 2011
Western Reserve Partners LLC January 2008 - April 2010
Education
Ohio University 2005 — 2007
Bachelor of Business Administration, Finance and Business Pre-Law
Denison University 2004 — 2005
Rocky River High School 2000 — 2004
Intralox October 2013 - Present
Northwestern University September 2012 - August 2013
Argonne National Laboratory June 2011 - August 2011
DePauw University February 2010 - July 2010
DePauw University August 2009 - May 2010
Western Reserve Partners LLC January 2010 - January 2010
Huatai Insurance June 2009 - June 2009
Skills
Matlab, Data Analysis, Finite Element Analysis, C++, Abaqus, Microsoft Excel, Mandarin, Microsoft Word, Mathematical Modeling, Solid Mechanics, PowerPoint, MathCAD, Pro Engineer, Numerical Analysis, Solidworks, Economics, MSC.Marc/Mentat, Hypermesh, ANSYS
Education
Northwestern University 2012 — 2013
Master of Science (MS), Mechanical Engineering, 3.95/4.00
DePauw University 2008 — 2012
B.A., Physics and Economics, 3.94/4.00; Summa Cum Laude
University of Oxford 2010 — 2010
Exchange Student, Economics and Physics
HS affiliated to Renmin Univ. (RDFZ) 2005 — 2008
High school diploma, Science
Linamar July 2014 - Present
P&M Corporate Finance - PMCF November 2013 - July 2014
Western Reserve Partners LLC October 2011 - November 2013
Meritor July 2010 - October 2011
Simplified Asset Management, LP February 2010 - July 2010
Pulte Homes May 2008 - August 2008
Pulte Homes May 2007 - August 2007
Skills
Forecasting, Due Diligence, Financial Analysis, Corporate Finance, Market Research, Strategic Financial..., Microsoft Excel, Financial Modeling, Investments, Analysis, Mergers & Acquisitions, Series 79, Competitive Analysis, Business Strategy, Hyperion Enterprise, Oracle, Financial Reporting, Budgets, Strategic Planning, Accounting, Risk Management, Mergers, Investment Banking, Valuation, Sell-side M&A Advisory, Acquisition Advisory, Strategic Assessment..., Fairness Opinions, Factset, Financing — Debt and..., Bloomberg, Finance, Management, Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Bachelor's of Business Administration
University of Michigan 2006 — 2007
Minor in the Environment
Stax Inc. September 2014 - Present
The Ohio State University August 2013 - Present
Western Reserve Partners LLC June 2013 - August 2013
KeyBanc Capital Markets May 2013 - May 2013
The Ohio State University August 2012 - May 2013
KeyBank 2008 - 2012
Deloitte & Touche 2006 - 2008
Skills
Certified Public..., CPA
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University - Richard T. Farmer School of Business 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Beachwood High School
Sandstone Care August 2015 - Present
Grey Mountain Partners September 2011 - August 2015
La Rocca Properties, LLC December 2006 - December 2011
Bank of America Merrill Lynch July 2010 - August 2011
Bank of America Merrill Lynch June 2009 - August 2009
Semonin Realtors June 2005 - May 2009
Western Reserve Partners LLC May 2008 - August 2008
Intertrade Europe May 2007 - August 2007
Education
Miami University 2005 — 2009
B.S., Finance and Accountancy
Western Reserve Partners LLC January 2014 - Present
Diamond Hill Investment Group (Nasdaq:DHIL) May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Teamwork, Public Speaking, Matlab, Windows, English, Bloomberg Terminal, mental math, graham investing
Education
Canisius College
Bachelor of Science (B.S.), Finance & Economics
BB&T Capital Markets July 2015 - Present
KeyBanc Capital Markets February 2015 - June 2015
Western Reserve Partners LLC January 2014 - January 2015
Blue Heron Capital June 2013 - August 2013
IMAP MB Partners January 2013 - June 2013
Schneider Downs September 2012 - January 2013
Boxwood Partners April 2012 - August 2012
City of Athens Director of Law May 2011 - August 2011
Youngstown State University August 2008 - June 2010
Skills
Valuation, Investment Banking, Capital IQ, Legal Research, Microsoft Excel, Private Equity, Financial Modeling, DCF Valuation, LBO Valuation, Multiples Valuation, Mergers & Acquisitions, Legal Writing, Leadership, Start-ups, Market Research, Financial Analysis, Due Diligence, Capital Markets, Venture Capital, Microsoft Word, PowerPoint, Writing, Presentations
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
J.D./M.B.A., Finance
University of Pittsburgh School of Law 2010 — 2013
J.D./M.B.A., Banking, Corporate, Finance, and Securities Law
Youngstown State University 2008 — 2010
M.A., History
Youngstown State University 2004 — 2008
B.A., History
McDonald High School 2000 — 2004
Western Reserve Partners LLC May 2012 - Present
JS Indulgences July 2011 - Present
Skills
High Energy, Active and Creative..., Baking, Extremely Detail..., Team Oriented, Excellent Communicative..., Highly Analytical, Computer Literate, Food Preparation, Capable of Multitasking, Capable of working..., Meeting Deadlines, Catering, Private Events, Customer Service, Event Planning, Team-oriented, Analytical Skills, Administrative..., Time Management, Research, Cakes, Office Management, Weddings, Spreadsheets, Social Networking, Microsoft Excel, Entrepreneurship, PowerPoint, Microsoft Office, Data Analysis, Fundraising, Event Management, Facebook, Leadership, Training, Market Research, Strategic Planning, Nonprofits, Marketing, Public Speaking, Volunteer Management, Administrative...
Education
Clemson University 2003 — 2007
Bachelor of Arts (B.A.), Elementary Education
Tandum February 2014 - Present
Pharos Capital Group June 2013 - March 2014
Pharos Capital Group June 2012 - March 2014
Edgeview Partners June 2010 - June 2012
Western Reserve Partners LLC January 2010 - May 2010
The Riverside Company June 2009 - January 2010
Skills
Financial Modeling, Capital Markets, Bloomberg, Business Valuation, LBO, Due Diligence, Investments, Venture Capital, Valuation, M&A experience, Corporate Development, Portfolio Management, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Asset Management, Equities, Corporate Finance, Econometrics, Equity Valuation, Leveraged Finance, Strategic Financial..., DCF, Management Consulting, Business Development, Market Research, R, Business Strategy, Emerging Markets, Competitive Analysis, Finance, Series 7, Start-ups, Analysis, Alternative Investments, Thompson One, Economics, Growth Capital, Hedge Funds, Capital Raising, Fixed Income, Financial Structuring, Divestitures, Capital IQ, Entrepreneurship, Equity Research, Strategy, Restructuring, Deal Sourcing
Education
Oberlin College 2005 — 2009
BA, Neurosciece
Oberlin College 2005 — 2009
BM, Classical Guitar Performance
Brown Gibbons Lang & Company September 2015 - Present
Western Reserve Partners LLC 2013 - 2015
Western Reserve Partners LLC 2008 - 2012
Cummins Inc. 2011 - 2011
Western Reserve Partners LLC 2004 - 2007
KeyBanc Capital Markets (McDonald Investments) 2003 - 2004
Skills
Mergers, Investment Banking, Financial Modeling, Valuation, Strategic Planning, Financial Analysis, Private Equity, Mergers & Acquisitions, Business Strategy, Entrepreneurship, IPO, Equities, Corporate Finance, Restructuring, Venture Capital
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance & Management
Syracuse University 1999 — 2003
BA, Economics, Political Science
Hawken School 1995 — 1999
High School Diploma
Western Reserve Partners LLC May 2015 - Present
PricewaterhouseCoopers LLP September 2013 - April 2015
PwC June 2012 - August 2012
Dwellworks, LLC May 2011 - December 2011
Education
John Carroll University 2009 — 2013
BSBA, Accountancy
Saint Ignatius High School 2005 — 2009
Diploma
Bloomberg LP October 2014 - Present
Bloomberg LP June 2014 - September 2014
New York State Assemblyman Karim Camara October 2013 - June 2014
Pop VoIP Inc. May 2010 - March 2014
Western Reserve Partners LLC August 2013 - September 2013
Waxman Industries 2013 - 2013
Ajax Union Inc 2010 - 2012
Kosherica Cruises & Tours / Kosher Travel Depot 2011 - 2011
RSB 2010 - 2010
New York State Assemblyman Karim Camara 2010 - 2010
Skills
Business Development, Strategic Planning, Social Media, Online Marketing, Online Advertising, SEO, SEM, E-commerce, Marketing Strategy, Social Media Marketing, Strategic Partnerships, Start-ups, Business Strategy, Digital Marketing, Social Networking, New Business Development, Entrepreneurship, Account Management, Management, Team Leadership, Sales, Marketing, Analytics, CRM, Lead Generation, Strategy, Business Planning, Sales Management, Product Development, Product Marketing, Leadership, Negotiation, Direct Sales, Email Marketing, Executive Management, Management Consulting, Sales Operations, B2B, Team Building, Advertising, Financial Analysis, Google Analytics, M&A analysis, Precedent Transactions, Retail
Education
City University of New York-Brooklyn College 2011 — 2014
Bachelor of Science (B.S.), Finance and Business Management, 4.0
City University of New York-Brooklyn College 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business, 4.0
BramsonOrt College 2008 — 2010
Associates, Business Management, 4.0
Edgewater Capital Partners July 2014 - Present
Western Reserve Partners LLC June 2012 - July 2014
Western Reserve Partners LLC May 2011 - August 2011
Cleveland Clinic May 2010 - August 2010
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Higher Education, Event Planning, Corporate Finance, M&A Modeling, Investment Banking, Data Management, Valuation, Leveraged Finance
Education
Miami University 2008 — 2012
Bachelor of Science (BS), Economics
Hawken School 2004 — 2008
Linsalata Capital Partners April 2015 - Present
Western Reserve Partners LLC August 2013 - March 2015
Skills
PowerPoint, Data Analysis, Microsoft Excel, Social Media, Financial Modeling, Microsoft Office, Financial Analysis, Kickboxing, Investment Banking, Valuation, LBO
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Finance, General
University of Pittsburgh 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Mentor High School 2004 — 2008
Western Reserve Partners LLC January 2015 - Present
EY-Financial Services October 2013 - January 2015
Bridges Investment Management December 2012 - January 2013
Platte Institute for Economic Research 2012 - 2012
Skills
Microsoft Office, Social Media, Problem Solving, Critical Thinking, Excel, Microsoft Excel, Marketing, Analytical Skills, Leadership, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Business Strategy, Finance, Team Leadership, Economics, US GAAP, Time Management, Salesforce.com, Advertising, Policy, Market Research, Sales, Access, Editing, Research, CPA, Budgets, Tax
Education
John Carroll University 2009 — 2013
BSBA, Accountancy & Philosophy
Creighton Preparatory School 2005 — 2009
Diploma
California State University, Los Angeles September 2014 - Present
The Ohio State University September 2010 - May 2014
Child Trends July 2008 - July 2009
Western Reserve Partners LLC May 2007 - August 2007
SVB Financial Group August 2006 - December 2006
Skills
SAS programming, Stata, Eviews, Matlab, Fortran, HTML, JavaScript, Ruby on Rails, LaTeX, Macroeconomics, Econometrics, Computational Modeling
Education
The Ohio State University 2010 — 2014
PhD
The Ohio State University 2009 — 2010
MA
Colgate University 2004 — 2008
BA
Western Reserve Partners LLC June 2011 - Present
Harris Williams & Co. March 2009 - June 2011
National City Capital Markets January 2005 - March 2009
National Futures Association 1997 - 2002
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, LBO, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Financial Analysis, Corporate Development, Leveraged Finance, Investments, Valuation, Private Equity, Restructuring, M&A experience, Capital Markets
Education
University of Michigan 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance & Accounting
Mason Wells January 2014 - Present
Mason Wells July 2011 - December 2013
Thoma Bravo July 2009 - November 2010
Western Reserve Partners LLC January 2008 - June 2009
Western Reserve Partners LLC June 2005 - January 2008
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration, Finance, Accounting, Entrepreneurship
Miami University 2000 — 2005
Bachelor of Science, Business, Finance
Long Pond Capital May 2015 - Present
KKR July 2013 - May 2015
JP Morgan May 2010 - July 2013
Western Reserve Partners LLC May 2008 - August 2008
ACS Vienna Acquisition Services January 2008 - May 2008
The Kenrich Group LLC May 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Due Diligence
Education
The George Washington University 2005 — 2009
BBA, Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Western Reserve Partners LLC July 2004 - Present
Key Bank September 1998 - June 2004
McDonald Investments August 1984 - June 2004
Comau January 1983 - June 1984
McKinsey & Company June 1979 - March 1982
Skills
Mergers, Restructuring, Mergers & Acquisitions, Corporate Finance, Business Valuation, Acquisitions, Investment Banking, Private Equity, Private Placements, M&A experience, Due Diligence, LBO, Management, Valuation, Investments, Business Strategy, Financial Analysis, Corporate Development, Venture Capital, Structured Finance, Securities, Strategic Planning, Capital Raising, Divestitures, Leveraged Finance
Education
University of Michigan Law School 1977 — 1979
JD, Corporate Law
Harvard Business School 1975 — 1977
MBA, General management
DePauw University 1971 — 1975
BA, Economics
KeyBanc Capital Markets March 2014 - Present
KeyBanc Capital Markets August 2011 - Present
Western Reserve Partners LLC August 2010 - September 2011
KeyBanc Capital Markets January 2008 - August 2010
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, LBO, Capital Markets, Due Diligence, Financial Analysis, Business Valuation, Capital IQ, Finance, M, Private Placements, Series 7, Capital Raising, Equity Valuation, Series 63, Divestitures, Capital Structure, Banking, Equity Research
Education
Case Western Reserve University 2003 — 2007
BS, Banking & Finance
Alvarez & Marsal September 2012 - Present
RBC Capital Markets June 2011 - August 2011
Western Reserve Partners LLC June 2010 - September 2010
Education
Northwestern University 2008 — 2012
BA, Math and Economics
KeyBanc Capital Markets July 2013 - February 2015
Western Reserve Partners LLC August 2012 - June 2013
Skills
Due Diligence, Financial Analysis, Tax, Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Income Tax, Financial Reporting, Financial Accounting, SEC filings, Mergers, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Corporate Governance, US GAAP, Strategic Financial..., Microsoft Excel, Internal Controls, Mergers & Acquisitions
Education
The Ohio State University Moritz College of Law 2009 — 2012
J.D.
Weatherhead School of Management at Case Western Reserve University 2008 — 2009
M.Acc.
Case Western Reserve University 2005 — 2009
B.S. (magna cum laude)
Blue Sea Capital LLC August 2012 - Present
ThinKom Solutions, Inc. April 2012 - October 2013
Tri-Star Electronics International, Inc August 2010 - March 2012
Brockway Moran & Partners August 2008 - August 2010
Banc of America Securities June 2006 - June 2008
Western Reserve Partners LLC May 2005 - August 2005
Education
Miami University 2001 — 2006
Masters of Accountancy; B.S. in Business
Western Reserve Partners LLC July 2004 - Present
Skills
Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, Venture Capital, Leveraged Finance, Private Equity, Business Strategy, Divestitures, LBO, Strategic Planning, Valuation, Mergers & Acquisitions, Start-ups, Investment Banking, Restructuring, Mergers, Corporate Governance, Business Valuation, Finance, M&A experience, Corporate Law, Capital Raising
Education
Stonier Graduate School at Rutgers University
Graduate Degree in Banking
American Graduate School of International Management
Master of Business Administration (MBA)
Duke University
Bachelor of Arts (BA)
RadiumOne January 2015 - Present
RadiumOne February 2014 - January 2015
PagerDuty May 2013 - January 2014
RadiumOne May 2012 - May 2013
RadiumOne May 2011 - April 2012
RadiumOne May 2010 - April 2011
DecisionDesk November 2008 - May 2010
Fresh Fork Market August 2007 - October 2008
Western Reserve Partners LLC May 2008 - July 2008
Skills
Optimization, Online Marketing, Ad Networks, Web Analytics, Online Advertising, RTB, Display Advertising, Big Data, Entrepreneurship, Start-ups, Mobile Advertising, Product Management, Monetization, Strategic Hiring, Advertising, Mobile Marketing, SEM, Analytics, Ad Exchanges, Data Analysis, Data Mining, Statistical Modeling, Data Visualization, Digital Media, Digital Strategy, Behavioral Targeting, Tableau, Python, pandas, Research, Ruby, Google Analytics
Education
Case Western Reserve University - Weatherhead School of Management
MS, Finance
Case Western Reserve University
Bachelor of Science (BS), Finance
Western Reserve Partners LLC March 2006 - Present
McDonald Investments, Inc. August 1998 - March 2006
Computer Sciences Corporation September 1992 - August 1998
The Stouffer Restaurant Company February 1988 - March 1992
Skills
Due Diligence, Valuation, Finance, Financial Analysis, Financial Modeling
Education
Ohio University 1969 — 1973
BFA, Fine Arts, Art History, Art Education
Eden Hall, a Sacred Heart school 1965 — 1969
Diploma/Secondary, Strictly Academics; Art
Western Reserve Partners LLC January 2015 - Present
Western Reserve Partners LLC July 2004 - Present
Key Banc Capital Markets January 1999 - June 2004
McDonald Investments May 1997 - December 1998
Ernst & Young August 1992 - May 1996
Skills
Private Equity, Mergers, Investment Banking, Restructuring, Strategy, Mergers & Acquisitions, Corporate Finance, Divestitures, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1997
MBA, Finance
Miami University 1988 — 1992
B.S., Accountancy
Journeyman Capital, LLC February 2013 - Present
Brown Gibbons Lang & Company February 2012 - February 2013
Cleveland Fedora Network 2013 - 2013
Western Reserve Partners LLC June 2011 - August 2011
Case Western Reserve University August 2009 - December 2010
HW Financial Advisors May 2010 - September 2010
TechniGraphics May 2009 - September 2009
Skills
Financial Modeling, Due Diligence, Valuation, Corporate Finance, Portfolio Management
Education
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
MBA, Finance/ Strategic Mgmt.
Case Western Reserve University - Weatherhead School of Management 2009 — 2011
MS Finance
Ohio Northern University 2005 — 2009
Bachelor of Arts, Public Relations
Self Employed Portfolio Manager June 2013 - Present
L'Oréal July 2012 - Present
Brown Gibbons Lang & Company October 2011 - January 2012
KeyBanc Capital Markets June 2008 - November 2010
KeyBanc Capital Markets June 2007 - August 2007
Western Reserve Partners LLC November 2006 - January 2007
L'Oréal June 2006 - August 2006
Education
Ohio University
KPMG August 2014 - Present
The Riverside Company May 2013 - August 2013
Overseas Private Investment Corporation February 2013 - May 2013
Capital One September 2011 - July 2012
Western Reserve Partners LLC May 2010 - September 2011
Organization of American States January 2008 - December 2009
Office Senator George V. Voinovich November 2007 - January 2008
WorldTeach January 2005 - December 2005
J. Walter Thompson September 2004 - December 2004
Skills
International Relations, Analysis, Valuation, Mergers & Acquisitions, International..., Project Management, Research, Management, Public Policy, Financial Analysis, Financial Modeling, Finance, Fundraising, Data Analysis, Market Research, Marketing, Spanish, Qualitative Research, Latin America, Mergers, Strategic Communications, Non-profits, Strategy, Investment Banking, Private Equity, Microsoft Excel, PowerPoint, Due Diligence, Investments, Business Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Chicago - Committee on International Relations 2006 — 2007
M.A., Latin America, International Political Economy
Duke University 2000 — 2004
B.A., History, Psychology, Spanish
Universidad de San Pablo 2002 — 2003
Hawken
Western Reserve Partners LLC 2015 - Present
Western Reserve Partners LLC 2013 - 2015
Western Reserve Partners LLC 2011 - 2013
Northcoast Research 2009 - 2011
KeyBanc Capital Markets 2009 - 2009
KeyBank, N.A. 2008 - 2009
KeyBanc Capital Markets 2008 - 2009
Sherwin Williams 2006 - 2007
Education
Case Western Reserve University 2005 — 2008
B.S., Accounting, Minor in Banking and Finance
Barnes & Thornburg LLP March 2009 - Present
Western Reserve Partners LLC May 2006 - March 2009
Mesirow Financial Consulting April 2004 - May 2006
Key Bank August 2001 - April 2004
Barnes & Thornburg LLP January 1985 - August 2001
Skills
Restructuring
Education
Harvard Law School 1975 — 1978
J.D.
Harvard College 1971 — 1975
A.B., Economics
Logansport High School 1968 — 1971
Diploma
Allen & Company July 2015 - Present
Allen & Company June 2014 - August 2014
Allen & Company June 2013 - August 2013
Western Reserve Partners LLC July 2012 - August 2012
Skills
Financial Analysis
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Summa Cum Laude, Finance
KeyBanc Capital Markets July 2014 - Present
Western Reserve Partners LLC January 2014 - January 2014
Kappa Alpha Theta November 2012 - December 2013
E&E Manufacturing May 2013 - August 2013
Meridian Health Plan May 2011 - December 2012
Meridian Health Plan January 2012 - January 2012
Education
DePauw University 2010 — 2014
Bachelor of Arts (BA), Economics, International Business
International Academy West
Milford High School
Western Reserve Partners LLC 2013 - Present
Cleveland State Volleyball April 2010 - Present
Cleveland State University Volleyball Player August 2009 - Present
Cleveland Volleyball Company November 2012 - April 2013
New Bremen High School May 2010 - August 2011
Skills
Communication Skills, Microsoft Office, Teamwork, Organizational..., Training, Strategic Planning, Management, Customer Satisfaction, Advertising, Social Media Marketing, Marketing Strategy, Market Research, Recruiting, Social Media, Analytical Skills, Change Management, Facebook
Education
Cleveland State University 2009 — 2013
Bachelor of Business Administration, Marketing
Cleveland State University 2009 — 2013
Bachelor's degree, Marketing