Altius Associates
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Altius Associates Employees
North Shore-LIJ Health System January 2015 - Present
The Adult Learning Center January 2014 - January 2015
TEKsystems May 2013 - October 2013
Altius Associates July 2012 - March 2013
McIntire School of Commerce September 2011 - July 2012
SOL Capital Management Company July 2010 - August 2010
Hotel Presidente June 2009 - July 2009
Skills
Microsoft Office, Morningstar Workstation, ThomsonOne, Due Diligence, Investments, Salesforce.com, Microsoft Excel
Education
University of Virginia 2011 — 2012
Master's Degree, Commerce/Financial Services
Cornell University 2007 — 2011
Bachelor's Degree, Economics & Spanish
Universidad de Sevilla 2009 — 2010
Altius Associates July 2015 - Present
IC Securities, Ltd. June 2014 - June 2014
LLBH Private Wealth Management LLC May 2013 - July 2013
LLBH Private Wealth Management LLC May 2012 - August 2012
Skills
Marketing, Social Media, Microsoft Word, Microsoft Office, Facebook, Research, Event Planning, PowerPoint, Microsoft Excel, Bloomberg Terminal
Education
University of Richmond - Robins School of Business 2011 — 2015
Finance, Cum Laude
University of Sydney 2013 — 2013
Greenwich Academy 2008 — 2011
Engineers Gate June 2015 - August 2015
Altius Associates April 2015 - May 2015
MedEast Post-Op & Surgical, Inc July 2013 - August 2014
Appalachia Service Project 2008 - 2013
Swarthmore Recreation Association 2007 - 2012
Skills
Microsoft Office, Public Speaking, Mathematical Analysis, Organizational..., Quantitative Analytics, PowerPoint, Social Media, Microsoft Word, Data Analysis, Leadership, Economics
Education
St. Lawrence University 2012 — 2016
Bachelor of Science (B.S.), Economics-Mathematics Major, Statistics Minor, 3.81 GPA
Altius Associates September 2008 - Present
Alternative Asset Mgmt firm February 2004 - May 2008
Smith College August 2000 - January 2004
Vassar College February 1994 - July 2000
Skills
Energy, Timber, Infrastructure, Investments, Alternative Investments, Asset Management, Due Diligence, Portfolio Management, Superior Client Service, Marketing, Endowments, Writing, Asset Managment, Private Equity, Investment Management, Valuation, Equities, Asset Allocation, Financial Modeling, Fixed Income, Capital Markets, Management
Education
Vanderbilt University - Owen Graduate School of Management 1981 — 1983
MBA, Finance/Investments, 3.8 GPA
Albright College 1977 — 1981
BA, Business Economics, 3.9 GPA
Altius Associates January 2015 - Present
Altius Associates April 2014 - January 2015
KBW January 2014 - March 2014
KBW July 2011 - January 2014
CarMax June 2010 - August 2010
Skills
Microsoft Office, Bloomberg, Investment Banking, Financial Modeling, Valuation, Financial Analysis, PowerPoint, Microsoft Excel, Investments, Due Diligence
Education
University of Richmond - Robins School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business, Latin American and Iberian Studies
The University of Queensland 2009 — 2009
Estudios Universitarios y Superiores de Andalucia (EUSA) 2008 — 2008
Spanish Language and Literature
The Culver Academies 2003 — 2007
Kellogg School of Management August 2015 - Present
Cressey & Company LP June 2015 - August 2015
Beam Suntory June 2014 - July 2015
Beam June 2013 - June 2014
Altius Associates April 2012 - June 2013
Altius Associates July 2009 - April 2012
Deutsche Bank Securities June 2008 - August 2008
Skills
Private Equity, Venture Capital, Investments, Fund Of Funds, Business Development, Alternative Investments, Financial Modeling, Due Diligence, Financial Analysis, Asset Managment, Portfolio Management, Emerging Markets, Corporate Development, Asset Management, Strategy
Education
The College of William and Mary 2005 — 2009
Bachelor of Arts (B.A.), Economics, Finance
Universitat Autònoma de Barcelona 2007 — 2007
Semester Abroad, Business Administration, Spanish Language
Paul D. Schreiber High School 2001 — 2005
High School Diploma
Altius Associates January 2014 - Present
Altius Associates January 2011 - December 2013
Altius Associates 2008 - December 2010
Merrill Lynch May 2007 - August 2007
Skills
Private Equity, Alternative Investments, Financial Modeling, Energy, Infrastructure, Valuation, Fundraising, Asset Management, Financial Analysis, Investments, Business Development
Education
University of Richmond 2004 — 2008
Business Administration
University of Richmond - Robins School of Business 2004 — 2008
Finance
Altius Associates February 2015 - Present
McKesson September 2013 - December 2014
Wells Fargo Securities 2010 - 2013
GE Commercial Finance 2006 - 2008
GE Commercial Finance 2004 - 2006
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Capital Markets, Leveraged Finance, Financial Structuring, Portfolio Management, Investments, Mergers & Acquisitions, Due Diligence, Investment Banking, Private Equity
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
Texas A&M University - Mays Business School 1999 — 2003
BBA
Abilene High School 1995 — 1999
Altius Associates January 2007 - Present
Harris Williams & Co. 1995 - 2000
Bank of America (formerly NationsBank) 1990 - 1993
Skills
Private Equity, Alternative Investments, Investor Relations
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA
University of Virginia 1986 — 1990
BS Commerce, Finance