WP Global Partners
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WP Global Partners Employees
Pfingsten Partners August 2014 - Present
WP Global Partners January 2013 - August 2014
Jones Lang LaSalle October 2010 - January 2013
Porsche Cars North America September 2008 - September 2009
Skills
Financial Reporting, GAAP, Valuation, Private Equity, Accounting, Due Diligence, Financial Analysis, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act
Education
Northern Illinois University
Master of Science (MS), Accounting
North Central College
Bachelor of Arts (BA), Accounting
University of Illinois at Urbana-Champaign 2003 — 2006
N/A, Chemistry
Burns & Wilcox October 2012 - Present
Lake Bluff Fire Department May 2007 - Present
PrivateBancorp, Inc. July 2010 - October 2012
Beazley June 2009 - August 2009
WP Global Partners May 2008 - June 2008
Skills
Economics, Policy, Data Analysis, Budgets, Financial Analysis, Analysis, Spanish, Statistics, Microsoft Excel, Financial Services, PowerPoint, Credit, Corporate Finance, Portfolio Management, Strategy, Critical Thinking
Education
University of Chicago 2011 — 2011
Financial accounting certificate, Accounting
Wabash College 2006 — 2010
B.A., Economics, Spanish
IES Abroad - Granada, Spain 2009 — 2009
Spanish and Iberian Studies
Universidad de Granada 2009 — 2009
Spanish
Pontificia Universidad Católica del Ecuador 2008 — 2008
Evolutionary Biology
Lake Forest High School 2002 — 2006
WP Global Partners December 2013 - Present
Legacy Professionals LLP July 2012 - December 2013
Frost, Ruttenberg, and Rothblatt June 2011 - August 2011
Skills
Accounting, QuickBooks, Financial Reporting, Tax Preparation, Financial Accounting, Financial Statements, Auditing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Indiana University - Kelley School of Business 2007 — 2011
Accounting, Jewish Studies
The Hebrew University 2010 — 2010
Jewish Studies
WP Global Partners September 2014 - Present
CNBC July 2013 - August 2014
SouFun Holdings Limited May 2007 - July 2007
Chicago Board of Trade May 2006 - August 2006
Skills
Research, Chinese, Market Analysis, Mandarin, Economics
Education
Northwestern University - Kellogg School of Management 2015 — 2018
MBA
Columbia University - Graduate School of Journalism 2012 — 2013
Master of Science (M.S.), Journalism
Indiana University - Kelley School of Business 2005 — 2010
BS, Finance
Indiana University Bloomington 2005 — 2010
BA, Chinese Language and Culture
Nanjing University 2010 — 2010
Chinese Language Flagship Program
Heilongjiang University 2009 — 2009
Mandarin Chinese
Soochow University (CN) 2008 — 2008
Mandarin Chinese
National Taiwan University 2007 — 2008
International Chinese Language Program (ICLP)
Andrean High School 2001 — 2005
Nicolet National Bank May 2015 - Present
Nicolet National Bank September 2013 - April 2015
Nicolet National Bank May 2012 - September 2013
WP Global August 2010 - November 2011
UW-Madison Department of Agronomy / Wisconsin Dept. of Agriculture, Trade, and Consumer Protection October 2009 - October 2010
WP Global Partners June 2010 - August 2010
Office of the Governor January 2010 - June 2010
El Banco de Nuestra Comunidad July 2009 - September 2009
Nicolet National Bank June 2005 - June 2008
Skills
Customer Service, Data Analysis, Credit, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Strategic Planning, Spanish, Research, Event Planning, Public Speaking, Banking, Networking
Education
University of Wisconsin-Madison 2007 — 2011
BA / BA / Certificate, History, Geography, Business
University of Wisconsin-Madison - School of Business 2008 — 2011
Certicate/Minor, General Business
Auckland Grammar School 2004 — 2004
WP Global Partners September 2014 - Present
Hyde Park Angels December 2013 - Present
Prudential Capital Partners May 2013 - September 2014
J.P. Morgan Private Equity Fund Services December 2011 - May 2013
PricewaterhouseCoopers September 2010 - December 2011
Merit Network, Inc June 2009 - August 2009
General Motors June 2008 - August 2008
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Accounting, Valuation, Internal Controls, Auditing, Forecasting, Private Equity, Microsoft Excel, Due Diligence, Venture Capital, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Master of Accounting
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
APG Asset Management January 2013 - Present
WP Global Partners July 2005 - January 2013
GE Commercial Finance June 2002 - July 2005
Banc One Capital Corporation 2000 - 2002
First Chicago 1995 - 2002
American National Bank 1993 - 2002
Bank One - American National Bank 1994 - 1998
American National Bank & Trust Co. of Chicago 1994 - 1998
Skills
Private Equity, Alternative Investments, Venture Capital, Due Diligence, Valuation, Financial Modeling, Investments, Portfolio Management
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance & Accounting
Wabash College 1989 — 1993
Bachelor of Arts (BA)
St. Rita High School
St. Rita High School
Ranieri Partners 2007 - Present
WP Global Partners May 2005 - Present
WestLB Asset Management April 2000 - May 2005
Forstmann Leff International 1997 - 2000
The Chase Manhattan Bank 1991 - 1993
Dominick & Dominick LLC 1988 - 1991
E F Hutton March 1985 - October 1986
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Investments, Asset Managment, Fund Of Funds, Due Diligence, Equities, Mezzanine, Private Placements, Investment Banking, Valuation, Mergers, Portfolio Management, Emerging Markets, Capital Markets, Investor Relations, Buyouts, Financial Modeling
Education
The George Washington University 1980 — 1983
Bachelor of Business Administration (BBA), Finance and Financial Management Services
WP Global Partners February 2014 - Present
University Hospital November 2013 - January 2014
Affiliated Physicians September 2013 - October 2013
Phillips Beth Israel School of Nursing April 2013 - May 2013
Phillips Beth Israel School of Nursing September 2011 - April 2013
GCA Savvian December 2008 - April 2010
Credit Suisse 2000 - 2008
K & L Field Marketing 1999 - 2000
Pequot Capital 1998 - 1999
Geller & Company June 1995 - September 1997
Skills
Outlook, Microsoft Excel, Microsoft Word, Investment Banking, Microsoft Office, PowerPoint, Capital Markets, Risk Management, QuickBooks, Event Planning, Financial Modeling, Photoshop, Banking, Budgets, Financial Analysis, Access, Strategic Planning, Sales, Finance, Business Strategy, Fundraising, Public Relations, Data Analysis, Marketing, Economics, Medical/Surgical, Nursing, Healthcare, ACLS, BLS, Time Management, Hospitals, Travel Arrangements, Caring, Telephone Skills, CRM databases, Medication..., Calendar Planning, Customer Service, Office Administration, IV, People-oriented, Compassion
Education
Phillips Beth Israel School of Nursing 2010 — 2013
Associate of Arts and Sciences (AAS), Registered Nursing/Registered Nurse, Summa Cum Laude, 3.85 GPA
WP Global Partners June 2014 - Present
McGladrey LLP October 2012 - June 2014
McGladrey January 2011 - September 2012
Skills
Tax Research, Partnership Taxation, Tax Accounting, Financial Reporting
Education
Eastern Illinois University 2009 — 2010
Masters, Business Administration
Eastern Illinois University 2005 — 2009
Bachelors, Accounting
WP Global Partners December 2014 - Present
Bank of America Merrill Lynch July 2013 - December 2014
Bank of America Merrill Lynch June 2012 - August 2012
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), History
WP Global Partners September 2010 - Present
Forest Laboratories November 2005 - April 2010
Acupath Laboratories, Inc. November 2004 - November 2005
Skills
Marketing, Portfolio Management
Education
Pace University-Pleasantville/Briarcliff Campus 2000 — 2003
Fairfield University 1998 — 2000
Barclays Capital 2012 - Present
WP Global Partners 2006 - 2010
Beghou Consulting 2003 - 2006
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Northwestern University 1999 — 2003
BS, Industrial Engineering, Economics
WP Global Partners July 2015 - Present
Newsweb Corporation March 2015 - June 2015
CHS Capital (F/K/A Code Hennessy & Simmons LLC) August 1999 - March 2015
Gardner, Carton & Douglas September 1998 - August 1999
The Quaker Oats Company 1998 - 1998
The Quaker Oats Company 1990 - 1998
The Quaker Oats Company 1986 - 1990
The Quaker Oats Company 1985 - 1986
Skills
Microsoft Excel, Microsoft Office, Meeting Planning, Office Management, Investor Relations, Administrative..., Oral & Written..., Microsoft PowerPoint, Employee Benefits, Administrative..., Budgets, PowerPoint, Travel Arrangements, Executive...
Education
Quinlan School of Business, Loyola University Chicago 1986 — 1990
MBA, Marketing/HR
Northwestern University 1977 — 1981
BS, History
HNA Group North America LLC April 2015 - Present
Kamylon Capital April 2014 - April 2015
WP Global Partners May 2013 - August 2013
Equus IFM Limited February 2013 - April 2013
TCF Bank June 2011 - August 2012
Edina Lacrosse Association May 2009 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Moody, Adobe, Prezi, Facebook, LinkedIn, Google+, Twitter, Skype, Financial Analysis, Predictive Modeling
Education
Boston University 2010 — 2014
BSBA, Accounting and Finance, Economics, 3.3
Edina High School 2007 — 2010