American Capital
American Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at American Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
American Capital Salaries. You can even request information on how much does American Capital pay if you want to. Learn about salaries, pros and cons of working for American Capital 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!
378 American Capital employees in database. Find out everything there's to know about American Capital 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.
American Capital Employees
Jacobs & Clevenger August 2011 - Present
Upshot 2010 - 2011
Freelance Writing and Editorial Services 2008 - 2010
Forest Park Review 2006 - 2010
American Capital 2007 - 2008
Skills
Proofreading, Creative Writing, Editing, Marketing, Photography, Interviews, Translation, Grammar, Ebooks, Copywriting, Copy Editing, Newsletters, Digital Marketing, Direct Mail, Email Marketing
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
UT Horizon Fund March 2015 - Present
UT Horizon Fund December 2013 - February 2015
American Capital June 2013 - August 2013
Primatics Financial July 2011 - June 2013
James Madison University April 2008 - May 2011
Coca-Cola Enterprises May 2010 - September 2010
Education
James Madison University 2007 — 2011
Bachelor of Science
CFA Institute
Protiviti January 2015 - Present
American Capital June 2005 - December 2014
Service Experts Heating & Air Conditioning 2013 - 2014
American Driveline Systems, Inc. 2013 - 2013
PricewaterhouseCoopers September 2001 - June 2005
Skills
Valuation, Due Diligence, Financial Analysis, Accounting, Private Equity, Mergers & Acquisitions, Financial Modeling, Internal Controls, Management Consulting, Executive Management, Auditing, Finance, Forecasting, Cash Flow, Financial Reporting
Education
The College of William and Mary - The Mason School of Business 2000 — 2001
MAcc, Accounting
University of Michigan 1996 — 2000
Accounting
Winston Churchill High School
Deloitte November 2014 - Present
Deloitte August 2014 - October 2014
Deloitte July 2012 - July 2014
Deloitte Consulting June 2011 - August 2011
American Capital September 2007 - July 2010
The Bear Companies March 2007 - August 2007
Wachovia Securities, LLC June 2005 - February 2007
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA
Virginia Polytechnic Institute and State University 2002 — 2005
B.S., Finance
True Religion Brand Jeans July 2012 - Present
Macquarie Group 2011 - 2012
American Capital November 2007 - December 2009
Credit Suisse January 2006 - November 2007
Lehman Brothers January 2004 - January 2006
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Event Planning, Customer Service, Microsoft Word, Microsoft Office, Office Management, Office Administration, Time Management, Event Management, Spreadsheets, Fashion, Access, Leadership, Apparel, Merchandising, Administrative..., Management, Strategic Planning, Social Networking, Sales
Education
University of California, Santa Barbara
Chicago Cubs November 2013 - Present
Chicago Cubs July 2011 - November 2013
Chicago Cubs June 2010 - July 2011
American Capital July 2007 - April 2009
Houlihan Lokey July 2005 - July 2007
Skills
Business Analysis, Strategic Analysis, Business Valuation, New Business Development, New Business Acquisition, Term Sheets, Negotiation, Strategic Planning, Benchmarking, Competitive Intelligence, Private Equity, Principal Investing, Distressed Debt, Investment Banking, Deal Structuring, Strategic Thinking, Business Strategy, Structuring, Valuation, Financial Structuring, Analysis, Investments, Management Consulting, Finance, Financial Modeling, Restructuring, Due Diligence, Mergers & Acquisitions, Corporate Development, Corporate Finance, Management, LBO, M&A experience, Venture Capital, Executive Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA
Glenbrook South 1997 — 2001
OLPH 1987 — 1997
Simon Lever April 2013 - Present
Armstrong World Industries 2011 - 2013
Booz Allen Hamilton 2008 - 2011
American Capital January 2004 - July 2008
HMSHost 2002 - 2004
KPMG 1996 - 2002
RTM 1991 - 1994
Skills
Corporate Tax, International Tax, Acquisition Analysis, CPA, GAAP, Financial Modeling, Managerial Finance, FIN 48, Transfer Pricing, Sarbanes-Oxley, Restructuring, Financial Accounting, Tax Advisory, Valuation, Cash Flow Forecasting, M&A tax, UK Corporation Tax, Big 4, US Tax, FAS 5, Venture Capital, Corporate Tax Planning, Foreign Tax Credit, Business Valuation
Education
The George Washington University - School of Business 1996 — 1997
Masters-Accounting, Taxation
Indiana University Bloomington 1987 — 1990
BS, Accouning & Finance
Lone Star Investment Advisors, LLC July 2014 - Present
Insight Equity February 2012 - May 2013
American Capital October 2010 - February 2012
Imperial Capital LLC July 2008 - September 2010
Ernst & Young January 2007 - March 2007
Skills
Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Modeling, LBO, Financial Analysis, Investment Banking, Venture Capital, Mergers & Acquisitions, DCF, Capital Markets
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
BBA, MPA (Masters in Professional Accounting), Accounting, Finance
Arlington Asset Investment Corp. March 2015 - Present
American Capital September 2002 - March 2015
Crestline Hotels & Resorts December 1998 - September 2002
Host Hotels & Resorts October 1993 - December 1998
Deloitte & Touche August 1990 - October 1993
Skills
Analysis, Asset Management, Financial Reporting, Strategic Financial..., Financial Analysis, Private Equity, Due Diligence, Valuation, Finance, Management, Sarbanes-Oxley Act, Internal Controls, SEC Filings, Mergers & Acquisitions, Financial Modeling, Accounting, Auditing, Corporate Finance, Portfolio Management, Investments, Cash Flow, Budgets, Consolidation, Financial Structuring, Acquisitions, Financial Planning
Education
Penn State University 1986 — 1990
B.S., Accounting
American Capital July 2015 - Present
TeamPeople September 2014 - July 2015
Genworth May 2014 - August 2014
Genworth Financial July 2012 - June 2014
Genworth Financial 2012 - 2012
Skills
Accounting, Financial Analysis, Investments, Financial Modeling, Financial Accounting, Microsoft Office, Private Equity, Budgets, Valuation, Research, Data Analysis
Education
Randolph-Macon College 2008 — 2012
Business/ Economics, Accounting
American Capital August 2015 - Present
CohnReznick LLP November 2011 - July 2015
Reznick Group January 2010 - April 2010
Education
Oglethorpe University 2007 — 2011
BS, Accounting
American Capital January 2015 - Present
American Capital December 2014 - December 2014
American Capital January 2014 - September 2014
Seale & Associates, Inc. June 2013 - August 2013
EagleBank June 2012 - August 2012
Pi Kappa Phi August 2011 - August 2012
PwC October 2010 - December 2010
Pi Kappa Phi January 2010 - December 2010
The Daily Caller June 2010 - August 2010
Skills
Mergers & Acquisitions, Microsoft Excel, INTEXcalc, Financial Modeling, Risk Management, Bloomberg, S&P Capital IQ, Visual Basic, Corporate Finance, Financial Analysis, PowerPoint, Access, Management, Strategy, SNL, CRSP, Fundraising
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Gonzaga College High School 2004 — 2009
Voya Investment Management March 2007 - Present
Federated Investors June 2001 - March 2007
American Capital November 1999 - June 2001
Skills
Chartered Financial...
Education
The George Washington University - School of Business 1994 — 1996
MSc., Finance
Westminster College (PA) 1987 — 1991
BA, Business Admin. (Finance)
American Capital June 2012 - Present
MetLife Alico July 2011 - June 2012
Intone Networks Inc 2010 - 2011
Skills
Microsoft SQL Server, T-SQL, Data Warehousing, SSIS, Databases, Database Design, Business Intelligence, SSRS, Disaster Recovery, SQL, PL/SQL, ETL, Database Administration, SDLC, Data Modeling, Requirements Analysis, Visio, Business Analysis, Performance Tuning, Software Project..., SharePoint
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (BTech)
American Capital June 2009 - Present
Wachovia June 2004 - June 2009
PricewaterhouseCoopers May 1998 - June 2004
Glenayre Electronics December 1996 - May 1998
PricewaterhouseCoopers LLP May 1992 - November 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1992
MAC, Accounting
Sewanee-The University of the South 1985 — 1989
BA, English, Philosophy
William Harris Investors, Inc. June 2014 - Present
IDP Foundation, Inc. March 2009 - June 2014
American Capital April 2007 - January 2009
#7 Elementary & Middle School September 2006 - January 2007
Make-A-Wish Foundation May 2006 - August 2006
Skills
Nonprofits, Event Planning, Philanthropy, Social Media, Raiser's Edge, Grants, Fundraising, Non-profits, International..., Community Development, Program Management
Education
Indiana University Bloomington 2002 — 2006
Upper Arlington High School 1998 — 2002
American Capital November 2004 - Present
Clifton Gunderson LLP July 2001 - November 2004
Rezneck, Fedder, & Silverman, CPAs December 2000 - April 2001
Montgomery County Government: Silver Spring Regional Center September 1996 - December 2000
Skills
Accounting, US GAAP, Fund Accounting, Investments, Auditing, Private Equity, Account Reconciliation, System Testing, Cash Flow Statements, Cash Flow, SOX Compliance and..., Performance..., Investment Accounting, Process Improvement, Financial Systems..., Financial Reporting..., Government Auditing, User Acceptance Testing, Fx Accounting
Education
University of Maryland University College 1999 — 2001
Bachelor's degree, Accounting
Montgomery College 1994 — 1999
Associate's degree, Business Administration and Management, General
Apex Tool Group, LLC July 2015 - Present
SPX Corporation May 2011 - June 2015
Financial Services Consultant March 2008 - July 2009
American Capital August 2006 - December 2007
Wells Fargo Bank December 2003 - August 2006
Skills
Financial Analysis, Financial Modeling, Competitive Analysis, Valuation, Strategy, Finance, Leadership, Business Development, Market Research, Mergers & Acquisitions, Corporate Finance, Analytics, Due Diligence, Pricing, Portfolio Management, Management
Education
Indiana University - Kelley School of Business
MBA
Towson University
Bachelor of Science (BS)
University of Maryland College Park
American Capital January 2014 - Present
American Capital Ltd September 2005 - Present
Amtrak June 2003 - September 2005
Towers Watson January 2001 - March 2003
Time Warner Cable 1998 - 2001
HCR ManorCare June 1996 - December 1998
United States Marine Corps June 1992 - June 1996
Education
Minnesota State University, Moorhead
Finance, Finance and Business Administration- double major
The Riverside Company April 2012 - Present
American Capital May 2007 - April 2012
Hewlett Packard August 2003 - May 2007
Brigade January 2002 - August 2003
Participate.com July 2000 - December 2001
Keane February 1994 - July 2000
IBM Global Services February 1984 - February 1994
Accenture February 1981 - February 1984
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign 1980 — 1981
MS, Industrial and Enterprise Systems Engineering
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Industrial and Enterprise Systems Engineering
KPMG June 2014 - August 2014
American Capital June 2013 - August 2013
American Capital May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Sensitivity Analysis, Data Analysis, Statistical Modeling, Financial Accounting, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Real Estate Finance
Total Care Services, Inc. July 2014 - Present
Montgomery County April 2013 - Present
US Small Business Administration February 2011 - Present
Pan American Health Organization August 2009 - January 2011
American Capital 1999 - 2008
Skills
SharePoint, Visio, MOUS (Microsoft Officer..., PMP, Program Management, Requirements Analysis, SDLC, Web Content Management, MS Project, Business Process..., Project Coordination, Financial Analysis, Business Analytics, Enterprise Architecture, Technical Documentation, Technical Writing, Change Control, Disaster Recovery, InfoPath Forms, Change Control Board, Microsoft Project, Software Documentation, Project Management, Management
Education
University of Maryland College Park
Computer Learning Center 1997 — 1999
Information Technology Certification, Information Technology Support
Montgomery College 1994 — 1997
AA, Information Technology
Montgomery Blair HS
Montgomery Blair HS
American Capital January 2014 - January 2015
American Capital January 2012 - December 2013
American Capital October 2010 - February 2012
PCE Investment Bankers January 2010 - March 2010
The Heritage Foundation December 2008 - January 2009
Skills
Bloomberg, Corporate Finance, Financial Analysis, Leadership, Valuation, Mergers & Acquisitions, Venture Capital, Due Diligence, Financial Modeling, Investments, Entrepreneurship, Business Development, Finance, Private Equity, Strategic Planning, Business Planning, Equities, Capital Markets, Analytics, Market Research, Alternative Investments, Marketing Strategy
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Entrepreneurship and Management
Rollins College 2005 — 2009
B.A., International Business
Strasbourg Summer Language Institute 2007 — 2007
CGI Federal January 2012 - Present
Government Scientific Source September 2010 - January 2012
American Capital July 2008 - August 2009
American Psychiatric Association January 2007 - November 2007
Access National Mortgage July 2004 - December 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Program Management, Budgets, Management, Project Management, SharePoint, PeopleSoft, Strategic Planning, Government Procurement, Leadership, Microsoft Word, Process Improvement, Government Contracting
Education
Strayer University 1999 — 2005
Bachelor of Business Administration
EY August 2013 - Present
AlixPartners January 2012 - August 2013
AlixPartners September 2009 - December 2011
Sterling Capital Partners May 2009 - September 2009
American Capital June 2006 - April 2009
Skills
Private Equity, Mergers, Restructuring, Financial Advisory, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Modeling, LBO, Turn Around Management, Due Diligence, Business Valuation, Venture Capital, Corporate Development, Leveraged Finance, Investment Banking, Finance, Alternative Investments, Management Consulting, Acquisitions, Capital, Divestitures, Financial Analysis, Portfolio Management, Investments, Acquisition Integration, Capital Markets, M&A experience, Hedge Funds, Strategy, Asset Management, Equities
Education
Loyola University Chicago 2002 — 2006
B.B.A., Finance
WorleyParsons December 1991 - Present
American Capital 1986 - 1990
Wismer Distributing September 1983 - May 1986
Skills
Human Resources, HRIS, Payroll, ADP Payroll, Oracle, Leadership, Supervisory Skills, Team Leadership, Employee Training, Deferred Compensation, Software Documentation, HR Policies, Database Administration, Microsoft Office, Contract Management, Employee Relations, Oil & Gas, Procedure Development, Databases, ADP ReportSmith, ADP, Accounting, Management, ReportSmith, Problem Solving, Database Implementation, SAP HR
Education
Lee College 1983 — 1985
Robert E. Lee High School, Baytown TX 1978 — 1982
General Studies
ValentineHR September 2007 - August 2013
Holt, Rinehart and Winston 1996 - 2002
VALIC 1994 - 1996
American Capital 1992 - 1994
Education
The University of Texas at Austin 1988 — 1992
BBA, Marketing
The Jablon Group Director Of Business DevelopmentDreux LLCAugust 2010 - Present
American Capital 2007 - 2008
Education
The George Washington University
watkins elementary school
American Capital Equity Management September 2014 - Present
American Capital September 1997 - Present
American Capital Strategies, Ltd. 1997 - Present
Skills
Investment Banking, Mergers & Acquisitions, Investments, Private Equity, Venture Capital, Restructuring, Strategic Planning, Entrepreneurship, Mergers, Valuation, Strategy, Start-ups, Alternative Investments, Business Strategy, LBO, Financial Modeling, Capital Markets, Private Placements, Corporate Finance, Corporate Development, Due Diligence, Financial Structuring, Emerging Markets, Acquisition Integration
Education
NYU School of Law 1992 — 1996
JD, Law
Harvard University 1985 — 1989
AB 1989, Urban Studies
ABC Imaging January 2015 - Present
American Capital June 2006 - December 2014
Crestline Hotels & Resorts 2002 - 2006
Skills
Accounting, Financial Analysis, Due Diligence, Budgets, Financial Reporting, Accounts Payable, Microsoft Excel, Customer Service, Microsoft Office, Account Reconciliation, Managerial Finance, Leadership, Business Analysis, Human Resources, PeopleSoft, Mergers & Acquisitions, Auditing, Strategic Planning, Management, Process Improvement, Sarbanes-Oxley Act, Variance Analysis
Education
San Diego State University-California State University 1988 — 1993
Bachelor's degree, Accounting
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania September 2010 - May 2013
American Capital May 2012 - August 2012
J.Crew May 2011 - August 2012
Uscoop October 2011 - May 2012
Sotheby's International Realty June 2009 - August 2011
American University January 2007 - October 2010
United States Senate July 2009 - August 2009
Skills
Java, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Publisher, Adobe Photoshop, Adobe InDesign, Adobe Illustrator
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics (Finance and Operations & Information Management)
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2012
National Cathedral School 2001 — 2010
High School Diploma
Varonis January 2014 - Present
Varonis April 2013 - Present
American Capital June 2012 - February 2013
Minutemen Equity Fund September 2011 - June 2012
OppenheimerFunds June 2011 - August 2011
MassMutual Financial Group June 2010 - August 2010
Skills
Enterprise Software, Data Governance, Solution Selling, Cold Calling, Microsoft CRM, Data Security, Microsoft Office, SharePoint, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Finance
University of Indianapolis - Athens, Greece 2010 — 2010
Odyssey in Athens Study Abroad Program
Longmeadow High School 2004 — 2008
American Capital September 2015 - Present
Brown Brothers Harriman August 2013 - July 2015
Anchin, Block & Anchin LLP November 2011 - July 2013
Berson & Corrado, LLP October 2009 - November 2011
Skills
Tax Preparation, QuickBooks, CPA, Accounting, Auditing, Valuation, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, Internal Controls, Tax, Finance, GAAP, Financial Accounting, Microsoft Excel
Education
Lehigh University - College of Business and Economics
BS, Accounting
American Capital January 2013 - Present
Tamdaley Realty Advisors Inc 2008 - Present
Europe June 2010 - August 2010
Alphabet Soup Boutique April 2007 - September 2009
Skills
Microsoft Office, Investments, Sales, Recruiting, Microsoft Excel, Customer Service, Valuation, Research, PowerPoint, Social Networking, Real Estate
Education
The Catholic University of America 2008 — 2012
Bachelor's degree, American Government and Politics (United States)
Tee Bar Corp September 2001 - Present
KeyBank March 1988 - January 1991
American Capital May 1986 - May 1988
Skills
Team Building, Program Management, Strategic Planning, Real Estate, Hospitality, Small Business, Budgets, Marketing, Marketing Strategy, Event Planning, Customer Service, Event Management, Public Speaking
Education
State University of New York at New Paltz 1984 — 1986
BS, Finance, Economics
Coldwell Banker United Realors, The Woodlands, TX January 2000 - Present
Continental Airlines 1990 - 1996
American Capital 1983 - 1989
Skills
Top Producer, Sellers, Marketing, New Home Sales, Condos, Seniors, Investors, Vacation Homes, National Association of..., Buyers, Sales, Negotiation, Real Estate, Investment Properties, Luxury, Buyer Representation, ABR, First Time Home Buyers, Council of Residential..., HUD, Home Staging, Income Properties, Listings, Move Up Buyers, New Homes, Foreclosures, Real Property, Real Estate Transactions, Relocation, Referrals, Relocation Buyers, Residential Homes, Seller Representation, Single Family Homes, Waterfront
Education
Sam Houston State University 1979 — 1983
BBA, Business Administration
American Capital January 2009 - Present
IMI 2006 - 2008
AMERICAN IRON HORSE INC 2003 - 2006
ADS Environmental Services 2000 - 2004
Heritage Capital 2000 - 2001
Pentland Sports Group 1997 - 2000
Procter & Gamble 1983 - 1997
Skills
Strategic Planning, Negotiation, Team Building, New Business Development, Program Management, Change Management, Business Development, Budgets, Vendor Management, Project Management, Project Planning, Business Process..., Management, Strategy, Process Improvement, Operations Management, Management Consulting, Executive Management, Leadership, Mergers & Acquisitions, Sales Management, Sales, Forecasting, Cross-functional Team..., Business Strategy, Start-ups, Analysis, CRM, Competitive Analysis, Business Analysis, Strategic Negotiations, Partnership-building, Corporate Development, Growth Capital, Buyouts, Financial Analysis, Private Equity, Brand Equity, Marketing Strategy, International Sales, International Business, Acquisition Integration, Divestitures, Venture Capital, LBO, Turn Around Management, Due Diligence, Operational Due..., Restructuring, M&A experience
Education
University of Tennessee-Knoxville - College of Business Administration 1979 — 1983
Bachelor's degree, Business Administration and Management, General
BlownPotential March 2006 - Present
American Capital May 2005 - Present
Mitretek Systems, Inc. (now Noblis) March 2001 - April 2005
PowerVision Corporation May 1998 - January 2001
MMCI: Multi-Media Communications, Inc. March 1996 - May 1998
NOAA March 1995 - March 1996
Skills
VB.NET, .NET, Software Development, Agile Methodologies, Product Management, Software Project..., Sybase, Git, SDLC, Data Warehousing, Financial Services, Fixed Income, R, ASP.NET, SharePoint, Software Engineering, Requirements Analysis, Databases, Visual Studio, Microsoft SQL Server, Web Services, Integration, SQL, Database Design, Scrum, Business Analysis, XML, Program Management, Requirements Gathering
Education
The Johns Hopkins University 1998 — 2001
Master of Science, Computer Science
University of Maryland Baltimore County 1992 — 1996
Bachelor of Science, Computer Science
Springbrook
J. Goldman & Co., L.P. April 2015 - Present
American Capital January 2014 - April 2015
Corporate Coffee Systems October 2013 - January 2014
Petras Interiors May 2013 - October 2013
Vita Coco June 2013 - September 2013
Oneonta State Times Newspaper March 2013 - May 2013
YMCA June 2008 - August 2011
Skills
Social Media, Advertising, Facebook, Microsoft Word, Event Planning, Microsoft Excel, Public Speaking, Sales, Photography, Public Relations, Fashion, Communication, Creativity, Microsoft Office, Newsletters, PowerPoint, Final Cut Pro, Sports, Highly personable, Organization Skills, Outlook, Sales Presentations, Building Relationships, Fitness, Beverage Industry, Outstanding..., Maintaining Strong..., Nutrition, Quick & Eager Learner, Microsoft Outlook, Benefits Administration
Education
SUNY Oneonta 2009 — 2013
Bachelor of Science (B.S.), Communication Studies/Advertising
St. Marys High School 2006 — 2009
High School Diploma
American Capital August 2014 - Present
Credit Suisse August 2013 - August 2014
Harris Williams & Co. June 2012 - July 2013
Morgan Keegan & Company May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Capital IQ, Sell Side, LBO, PowerPoint, Microsoft Excel, Finance
Education
Vanderbilt University 2009 — 2012
B.A., Economics
The Taft School 2004 — 2008
London School of Economics and Political Science
American Capital May 2015 - Present
American Capital November 2013 - May 2015
Deloitte Financial Advisory Services LLP September 2012 - November 2013
Madison Investment Fund March 2010 - May 2012
Deloitte June 2011 - August 2011
Williamsburg Financial Group May 2010 - August 2010
Skills
Portfolio Management, Business Valuation, Financial Analysis, Financial Modeling, Equities, Microsoft Office, Economics, Bloomberg, Capital IQ, Infrastructure, Project Finance, Valuation, Investments, Financial Services, Strategy, Management Consulting, Financial Markets
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
American Capital December 2005 - Present
Allied Capital April 2002 - December 2005
Sands Hotel & Casino August 2000 - April 2002
Skills
Private Equity, Public Companies, Due Diligence, Financial Modeling, Valuation, Portfolio Management, Leveraged Finance, Mergers & Acquisitions, Corporate Finance, Customer Service, Loan Servicing, Financial Analysis, Auditing, Finance, Leadership
Education
Johnson & Wales University 1996 — 2000
BS, Accounting
Service Experts March 2014 - Present
ASAP Industries December 2013 - Present
Apex Growth Partners July 2009 - Present
Service Experts April 2013 - April 2014
American Capital February 2013 - March 2014
Dynojet Research March 2011 - August 2013
Paradigm Precision April 2012 - January 2013
Global Conference Partners September 2010 - August 2012
American Capital December 2010 - April 2012
CreditCards.com January 2010 - August 2010
Education
Massachusetts Institute of Technology 1991 — 1993
S.M., Electrical Engineering and Computer Science
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
S.M., Management (M.B.A.)
Utah State University 1986 — 1991
B.S., Chemistry
Utah State University 1986 — 1991
B.S., Electrical Engineering
Sentinel Capital Partners March 2015 - Present
Precision Pipeline Solutions (Sentinel Capital Portfolio Company) June 2010 - December 2014
NHB Advisors Inc. July 2009 - June 2010
The Spring Air Company (American Capital Portfolio Company) June 2008 - May 2009
American Capital January 2008 - June 2008
NewStarcom Holdings (American Capital Portfolio Company) August 2007 - January 2008
Coverall Cleaning Concepts (Allied Capital, Primus Capital, William Blair Capital Portfolio Company) January 2005 - July 2007
SIRVA (Clayton, Dubilier & Rice Portfolio Company) February 2002 - December 2004
Alliant Foodservice / US Foodservice (Clayton, Dubilier & Rice Portfolio Company) December 1999 - February 2002
Compaq Computer Corporation / HP May 1997 - January 2000
Skills
Construction, Manufacturing, Bankruptcy, German, Due Diligence, Financial Analysis, Corporate Finance, Strategy Development, P&L Management, Acquisition Integration, Process Improvement, Valuation, International Business, Cash Management, Restructuring, Private Equity, Executive Management, Strategy, Mergers & Acquisitions, Working Capital..., Business Strategy, Management Consulting, Cash Flow, Finance, Portfolio Management, Turn Around Management, Financial Modeling, Analysis, Corporate Development, Management
Education
Loyola University Maryland 1988 — 1990
MBA, Finance & Management
The University of Kansas 1980 — 1985
BSME, Mechanical Engineering
Hinsdale Central
Dell Inc. 2010 - Present
Dell Inc. 2010 - Present
Radius Staffing Resources 2009 - 2009
Ryder System, Inc. 2008 - 2008
EDS 2001 - 2008
EDS, an HP Company 2001 - 2008
American Capital July 2000 - October 2000
TCT 1998 - 1999
Skills
Cross-functional Team..., MS Project, PMP
Education
Jadavpur University 1983 — 1989
MA
Westwind Investors September 2008 - Present
American Capital June 2004 - June 2008
Ernst & Young LLP 2000 - 2002
Cotelligent 1998 - 2000
Arthur Andersen 1996 - 1998
United States Marine Corps 1988 - 1992
Skills
Mergers, Private Equity, Entrepreneurship, Venture Capital, Strategy, Strategic Finance, Financial Modeling, Subordinated Debt, Financial Markets, Due Diligence, Investments, Capital, Equities, Mergers & Acquisitions, Hedge Funds, LBO, SEC filings, Corporate Development, Investment Banking, Valuation
Education
Stanford University Graduate School of Business 2002 — 2004
MBA
University of Illinois at Chicago 1993 — 1996
BS
Fannie Mae July 2014 - Present
American Capital January 2013 - December 2013
Fannie Mae November 2011 - December 2012
Fannie Mae February 2010 - November 2012
Skills
Finance, Accounting, Analysis, Process Improvement, Sarbanes-Oxley Act, Budgets, Management, Internal Audit, Portfolio Management, Vendor Management, Variance Analysis, Tax, Corporate Tax, Financial Risk, Project Planning, Sourcing, Customer Service, Sales, Financial Analysis, Financial Reporting
Education
James Madison University - College of Business 2005 — 2009
BBA, Accounting & Finance
Joy Global July 2013 - Present
Joy Global July 2011 - July 2013
Joy Global April 2008 - July 2011
Joy Global May 2006 - March 2008
American Capital January 2005 - May 2006
American Capital April 2004 - December 2004
Robert Half International September 2003 - April 2004
Squire, Lemkin + Company, LLP May 2002 - September 2003
Reznick Group June 2000 - May 2002
Reznick Group July 1998 - June 2000
Skills
Financial Analysis, Accounting, Forecasting, Financial Reporting, Budgeting, Auditing, Process Improvement, Analysis, Budgets, Account Reconciliation, Finance, Internal Audit, Training, Management, GAAP, Managerial Finance, Due Diligence, Tax, Microsoft Excel, Financial Accounting, Internal Controls, SAP, Cost Accounting, Cash Flow, General Ledger, Team Leadership, Organizational..., Sarbanes-Oxley Act, Financial Modeling, Variance Analysis, Financial Statements, US GAAP, Accounts Receivable, Leadership, Strategy, Strategic Planning, Program Management, Contract Management, Business Process...
Education
West Virginia University 1995 — 1998
BSBA, Accounting
Robert Morris University 2007 — 2009
Master of Business Administration (M.B.A.), General Business, 4.0
American Capital March 2013 - Present
KPMG Advisory September 2007 - February 2013
KPMG September 1999 - December 2006
Skills
Mergers, Due Diligence, Auditing, Private Equity, Finance, Strategy, SEC filings, Restructuring, US GAAP, Financial Reporting, Accounting, Financial Analysis, CPA, Chartered Financial..., Mergers & Acquisitions, Analysis
Education
Siena College 1995 — 1999
Bachelors in Business Administration, Accounting & Finance
Cureatr February 2014 - Present
Cardinal Partners October 2010 - February 2014
American Capital July 2008 - October 2010
Ernst & Young LLP June 2004 - July 2008
Skills
Financial Reporting, Valuation, Auditing, SEC reporting, Financial Analysis, Accounting, Budgeting, Healthcare, Due Diligence, Audit, Excel, Financial Modeling, Forecasting, SOX, Finance, Management, Internal Controls, Start-ups
Education
The College of New Jersey 2000 — 2004
BS, Accountancy
Standing Stone, Inc. February 2011 - Present
ZapDVDs September 2008 - December 2010
Och-Ziff Capital Management August 2007 - August 2008
American Capital November 2006 - August 2007
Credit Suisse November 2004 - November 2006
Andor Capital Management May 2003 - October 2004
NYMEX March 2002 - May 2003
BMG Columbia House August 1999 - December 2001
Instinet Corporation June 1996 - October 1998
NASDAQ October 1993 - June 1996
Skills
Quality Assurance, Software Quality..., Business Analysis, QTP, MS Project, Visio, Quality Center, Product Management, SDLC, SharePoint, Microsoft SQL Server, Project Management, Healthcare Information..., Agile Methodologies, Test Management, Healthcare, Change Management
Education
The University of Connecticut School of Business 1994 — 1998
MBA, Management Of Technology
Lehigh University 1987 — 1991
BS, Electrical Engineering
Jonathan Law
Jonathan Law
Sandler O'Neill & Partners, L.P. June 2015 - Present
Market Bistro May 2014 - April 2015
JLD and Associates May 2014 - August 2014
Latham soccer club January 2014 - April 2014
American Capital March 2012 - April 2012
Skills
Bloomberg, Trading, Valuation, Equity Research, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, FactSet, SNL
Education
Siena College 2012 — 2016
Psychology, Management minor
The Wheatley high school 2008 — 2012
Pravasa Partners LLC September 2015 - Present
Primo Water Corporation September 2014 - Present
Modjule LLC October 2013 - Present
Redbox June 2011 - October 2013
Position Tech, LLC June 2010 - May 2011
American Capital January 2006 - July 2008
BMO Capital Markets February 2004 - January 2006
Skills
Venture Capital, Private Equity, Entrepreneurship, Strategy, Business Planning, Acquisitions, Start-ups, Corporate Development, Financial Modeling, Financial Analysis, Business Strategy, Business Development, Marketing, Marketing Strategy, Valuation, Investment Banking, Product Marketing, Portfolio Management, Investments, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Entrepreneurship, Marketing
Northwestern University 1999 — 2003
Bachelors, Economics
American Capital May 2013 - Present
Dolce & Gabbana November 2011 - May 2013
Relevent April 2011 - November 2011
Esprit July 2008 - April 2011
Coach July 2007 - July 2008
J. Walter Thompson April 2006 - July 2007
Cohn & Wolfe January 2005 - April 2006
Skills
Fashion, Retail, Event Planning, Social Media, Public Relations, Social Media Marketing, Event Management, Facebook, PowerPoint, Microsoft Excel, Marketing, Advertising, Marketing Communications, Customer Service, Marketing Strategy, Sales, Photoshop, Social Networking, Leadership, Visual Merchandising, Merchandising, Outlook, Microsoft Office, Market Research, Illustrator, Microsoft Word, Blogging, Luxury Goods, Inventory Management, Account Management, Trend, Digital Marketing, Budgets, Apparel, Styling, Adobe Creative Suite, Teamwork, Trend Analysis, Creative Direction, Fashion Design, Press Releases, Personal Shopping, Brand Development, Trend Forecasting, Strategic Planning, Team Building, Graphic Design, Management, Footwear, Trade Shows
Education
State University of New York College at Buffalo 2000 — 2004
BA, Communication with a concentration in Public Relations
Cricket Communications April 2011 - May 2013
Cricket Communications June 2009 - April 2011
American Capital July 2005 - May 2009
American Capital September 2004 - June 2005
Midtown Personnel October 2003 - January 2005
American Society of Travel Agents December 2001 - September 2003
Crawford Edgewood Managers, Inc./Access Housing Inc. March 2000 - December 2001
Randstad USA August 1999 - February 2000
Law Offices of Marion E Baurley, PC February 1998 - July 1999
Skills
Accounts Payable, Account Reconciliation, General Ledger, Accounts Receivable, Property Management, Grant Writing, Executive Support, Data Entry, Internal Audit, Writing, Data Analysis, Expense Reports, ACH, Microsoft Office, Microsoft Excel, Microsoft Word, Visio, Internet, Business Intelligence, Business Objects, Salesforce.com, Concur, PowerPoint, Administrative..., Adobe Acrobat, Outlook, Microsoft Publisher, Positive Pay, Serengeti, CRM, Oracle, iMIS, Solomon IV, Office Administration, Administrative..., Nonprofits, Training, Software Documentation, Event Planning, Customer Service, Public Speaking
Education
Prince George's Community College 1997 — 1998
Business Administration and Management, General, B
American Capital February 2013 - February 2015
Colfax Corporation February 2011 - January 2013
Hanger Ivan R. Sabel Foundation November 2009 - July 2010
Hanger Orthopedic Group July 2007 - July 2010
Ernst & Young September 1997 - July 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Reporting, Accounting, Process Improvement, Financial Audits, External Audit, Sarbanes-Oxley, Enterprise Risk..., General Ledger, Assurance, SEC filings, GAAP, US GAAP, Leadership, CPA
Education
Haslam College of Business at the University of Tennessee 1992 — 1997
BSBA and MAcc, Accounting
under new development June 2012 - Present
Global Resources Inc April 2011 - May 2012
Transcontinental Lending Group February 2006 - November 2007
American Capital November 2004 - February 2006
Skills
Underwriting, Mortgage Underwriting, Mortgage Banking, Reasoning Skills, Business Analysis, Financial Analysis, Corporate Finance, Loan Origination, Credit Analysis, Real Estate Economics, Finance, Loans, Credit, Banking, Mortgage Lending, Portfolio Management
Education
University of California, San Diego 2012 — 2014
Finance, Investments and Securities, 3.5
SouthUniversity 2009 — 2011
ABA Paralegal, Legal Assistant/Paralegal, 3.2
American School of Mortgage Banking 2004 — 2004
Mortgage Banking, Finance, 4.0
University of Arizona 2002 — 2004
Economic/Finances, Mortgage Finances, 2.9
Pima Community College 2000 — 2002
General Studies, Liberal Arts and Sciences, General Studies and Humanities, 2.7
American Capital May 2007 - Present
WIS International November 2013 - November 2014
Jones Stephens Corporation September 2011 - September 2014
American Driveline Systems, Inc. February 2013 - September 2013
CMX July 2009 - May 2010
Barton Cotton August 2008 - February 2009
DBM September 2004 - February 2006
ECHO Industries, Inc. September 2002 - August 2004
Accenture September 1997 - August 2002
Gemini Consulting September 1992 - September 1997
Skills
Performance Improvement, Strategic Planning, Strategic Alliances, Growth Strategies, Business Process..., Team Leadership, Organizational..., Cost Management, Cross-functional Team..., Mergers, Strategy, Business Process..., Management Consulting, Business Planning, Business Strategy, Private Equity, Mergers & Acquisitions, Executive Management, Restructuring, Financial Analysis, Due Diligence, Acquisition Integration, Leadership, Corporate Development, Finance, Venture Capital, Portfolio Management, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
MBA
Middlebury College 1978 — 1981
Bachelor of Arts (B.A.), Economics, Political Science
WE TV Network (Rainbow Media) June 2013 - Present
American Capital December 2010 - March 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Photoshop, Online Advertising, Web Design, Event Management, Project Management, Event Planning, Marketing
Education
Towson University 2003 — 2007
Bachelor's degree, Psychology
MedStar Washington Hospital Center July 2015 - Present
MedStar Washington Hospital Center February 2014 - July 2015
MedStar Washington Hospital Center May 2011 - February 2014
American Capital April 2007 - May 2011
CapitalSource August 2005 - April 2007
GE Capital May 2002 - August 2005
Skills
Financial Analysis, Healthcare, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Process Improvement, Valuation, Mergers, Due Diligence, Forecasting, Finance, Strategic Planning, Budgets, Analysis, Risk Management, Portfolio Management, Management, Access, Business Strategy, Training
Education
The George Washington University - School of Business 2008 — 2010
Masters, Accountancy
University of Maryland Baltimore County 1998 — 2002
BS, Financial Econmics
American Capital January 2015 - Present
PwC August 2013 - August 2014
North Carolina State University January 2013 - May 2013
Integrated Laboratory Systems May 2011 - January 2013
PwC June 2012 - August 2012
Skills
Auditing, Financial Accounting, Microsoft Excel, GAAP, Internal Controls, Accounting
Education
North Carolina State University - College of Management 2012 — 2013
Master's degree, Accounting
North Carolina State University - College of Management 2008 — 2012
Bachelor of Science (B.S.), Accounting
$30 billion family office August 2006 - Present
American Capital April 2004 - July 2006
Foamex International 2001 - 2003
Frontline Capital Group 2000 - 2000
Trace International 1996 - 1999
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Private Equity, Mutual Funds, Special Situations, Strategic Planning, Hedge Funds, Venture Capital, Alternative Investments, Emerging Markets, Valuation, Investment Banking, Capital Markets, Equities, Financial Modeling, Due Diligence, Mergers & Acquisitions
Education
INSEAD 2003 — 2003
MBA
University of Pennsylvania 1991 — 1995
BA, International Relations
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics (Finance and Accounting)
Colfax Corporation February 2014 - Present
General Compression December 2010 - January 2014
Berg & Associates LLC April 2009 - December 2010
American Capital February 2006 - November 2009
L.E.K. Consulting July 2001 - February 2006
U.S. Navy May 1994 - August 1999
Skills
Business Strategy, Due Diligence, Business Development, Mergers & Acquisitions, Start-ups, Mergers, Renewable Energy, Venture Capital, Energy, Management, Risk Management, Strategic Planning, Leadership, Analysis, Financial Analysis, Executive Management, Strategy, Financial Modeling, Private Equity, Management Consulting, Consulting, Business Planning
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Strategic Management
United States Naval Academy 1990 — 1994
B.S., Electrical Engineering
Boathouse Capital 2008 - Present
American Capital 2005 - 2008
AIG Global Investment Group 2002 - 2005
Wachovia Securities 2000 - 2002
Skills
Private Equity, Investment Banking, Equities, Due Diligence, Financial Modeling, Valuation, Venture Capital, Mergers & Acquisitions, Mezzanine, Corporate Finance, Investments, Mutual Funds
Education
Penn State University 1996 — 2000
Distressed Debt & Special Situations Equity Hedge Fund 2010 - 2011
American Capital 2006 - 2008
Jefferies Broadview 2004 - 2006
Lehman Brothers 2002 - 2003
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Finance, Corporate Development, LBO, Due Diligence, Finance, Investment Banking, Private Equity, Financial Analysis, Business Strategy, Capital Markets, Derivatives, Equities, Emerging Markets, Mergers & Acquisitions
Education
Northwestern University
American Capital August 2015 - Present
GE Capital, Healthcare Financial Services October 2012 - July 2015
GE Capital, Healthcare Financial Services August 2008 - October 2012
GE Capital, Healthcare Financial Services November 2005 - August 2008
GE Capital, Healthcare Financial Services April 2003 - November 2005
Skills
Strategic Financial..., Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Due Diligence, Portfolio Management, Finance, Process Improvement, Risk Management, Private Equity, Cross-functional Team..., Capital Markets, Strategy, Financial Reporting, Six Sigma, Strategic Planning, Acquisition Integration, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2003
MBA, Finance
Southern Adventist University 1993 — 1997
BBA, Accounting and Long Term Care Administration
American Capital March 2013 - Present
Northview Group June 2012 - March 2013
Vance Street Capital July 2008 - June 2012
Cowen and Company July 2006 - June 2008
Skills
Private Equity, Investment Banking, M&A experience, Hedge Funds, Financial Analysis
Education
Santa Clara University 2002 — 2006
Ross Stores, Inc. January 2014 - Present
Intuit April 2013 - December 2013
Ross Stores August 2009 - April 2013
Passport Capital June 2008 - August 2008
American Capital September 2004 - May 2007
Houlihan Lokey Howard & Zukin 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Investments, Private Equity, Software Implementation, Project Management, Workforce Management, Workforce Planning, Strategic Analytics, Valuation, Business Strategy, Strategy, Product Management, Global Strategy, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Business
University of California, Los Angeles 1997 — 2002
Bachelors of Science, Business Economics
The Carlyle Group October 2010 - Present
Hilton Worldwide March 2010 - October 2010
American Capital September 2007 - January 2010
Ford Motor Company July 2005 - August 2007
Skills
Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA
Kenyon College 1996 — 2000
BA, Chemistry & Economics
Hayman Capital Management, LP April 2014 - January 2015
Balyasny Asset Management L.P. June 2013 - March 2014
Paradigm Advisors, LLC November 2010 - May 2013
American Century Investments June 2009 - August 2009
KeyPoint Capital Management May 2009 - June 2009
American Capital March 2006 - March 2008
McKinsey & Company October 2004 - March 2006
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
The University of Texas at Austin 2002 — 2004
MS
The University of Texas at Austin 1998 — 2002
BS
Westwind Investors August 2015 - Present
Global Leveraged Capital Management, LLC April 2007 - July 2015
American Capital April 2004 - April 2007
BNP Paribas Merchant Banking Group December 2000 - March 2004
Corporate Performance Systems October 1997 - April 1999
Marleau, Lemire Securities June 1996 - September 1997
Skills
Equities, Private Equity, Investment Banking, Capital Markets, Financial Services, Due Diligence, Valuation, Corporate Development, Venture Capital, Restructuring, Start-ups, Financial Advisory, Leveraged Finance, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Hedge Funds, LBO
Education
McGill University 1992 — 1996
B.A., Economics & Political Science
St. George's School 1982 — 1992
J.P. Morgan September 2014 - Present
Ramirez & Co. November 2011 - August 2014
UBS Investment Bank November 2009 - September 2011
CIT Group April 2009 - November 2009
UBS Investment Bank January 2008 - August 2008
American Capital January 2007 - June 2007
MFS Investment Management January 2006 - July 2006
Skills
Public Finance, ABS, Structured Finance, Fixed Income, Securitization, Student Loans, Bond Markets, Structured Products, Fixed Income Analysis, Loans
Education
Northeastern University 2004 — 2009
BS, Finance & Accounting
SMART Pain Management, LLC July 2015 - Present
Baltimore Based Financial Executive October 2014 - Present
American Capital August 2013 - October 2014
Legrand Data Communications August 2008 - August 2013
The Stanley Works December 2007 - August 2008
doodad January 2006 - December 2007
Danaher Motion December 2004 - January 2006
The Stanley Works 2000 - 2004
The Stanley Works 1997 - 2000
AlliedSignal Engines (Honeywell) 1988 - 1997
Skills
Acquisition Integration, Forecasting, Process Improvement, Strategic Planning, Financial Analysis, Financial Reporting, Cross-functional Team..., Sarbanes-Oxley Act, Cost Accounting, Hyperion Enterprise, Change Management, Financial Modeling, Kaizen, Managerial Finance, Finance, Accounting, Operations Management, Business Process..., Six Sigma, Manufacturing, Business Planning, Budgets, Procurement, Mergers & Acquisitions, Variance Analysis, ERP, Pricing, SAP, Strategy, Strategic Financial..., Consolidation, Working Capital..., Auditing, Corporate Finance, Financial Audits, Internal Controls
Education
University of New Haven 1992 — 1996
Master of Business Administration (MBA), Business Strategy
Sacred Heart University 1984 — 1988
Bachelor of Science (BS), Accounting
American Capital May 2015 - Present
StoneCreek Capital March 2014 - June 2014
Five Crowns Capital 2013 - March 2014
Canyon Capital Advisors 2010 - 2013
Capital Group 2010 - 2010
Adaptiv Technologies 2009 - 2010
Moss Adams LLP 2007 - 2009
KPMG LLP 2005 - 2007
Skills
Hedge Funds, Finance, Analysis, Internal Controls, Budgets, Process Improvement, Management, Analytics, Microsoft Excel, Auditing, Financial Statements, Financial Modeling, Financial Analysis, Sourcing, Financial Risk, Equities, Capital Markets, Capital Markets Analysis, Capital Market..., Derivatives, Derivatives Trading, Credit Derivatives, Equity Derivatives, Exotic Derivatives, FX Derivatives, Private Equity, Mergers & Acquisitions, Due Diligence, Restructuring, Corporate Finance, Strategy, Options
Education
University of California, Santa Barbara 2002 — 2006
Bachelor or Arts (Honors Distinction), Business Economics, Accounting, Sports Management
Kroll Risk & Compliance Solutions July 2015 - Present
Fannie Mae January 2014 - February 2015
FDIC February 2013 - December 2013
Fannie Mae May 2011 - February 2013
Veteran Benefits Administration October 2010 - December 2012
American Capital March 2011 - May 2011
Veteran Benefits Administration 2010 - 2011
Fannie Mae June 2010 - December 2010
L-3 Communications September 2008 - June 2010
GEMS, Inc. January 2001 - September 2008
Skills
Requirements Analysis, SDLC, Business Analysis, Business Intelligence, Visio, Software Project..., Requirements Gathering, Agile Methodologies, Integration, User Acceptance Testing, Scrum, Business Requirements, Microsoft SQL Server, Data Analysis, Data Warehousing, Agile Project Management, SOA, PMP, Software Development, Vendor Management
Education
Mithibai College
New Era High School
Oklahoma City University
EnCap Flatrock Midstream July 2010 - February 2014
Quintana Capital Group January 2009 - July 2010
American Capital 2006 - 2009
Skills
Mezzanine, LBO, Private Equity, Investment Banking, Business Valuation, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Mergers, Capital Markets, Investments, Financial Analysis, Finance, Business Strategy, Financial Reporting, Mergers & Acquisitions, Energy
Education
Texas A&M University 1999 — 2003
SunTrust Mortgage June 2014 - Present
American Capital January 2014 - June 2014
American Capital June 2011 - January 2014
HMSHost November 2008 - June 2011
Deloitte August 2007 - October 2008
Deliotte June 2006 - 2006
Education
James Madison University - College of Business 2002 — 2007
BA, Accounting
American Capital August 2015 - Present
CRT Capital Group August 2010 - August 2015
RBS Global Banking & Markets F/K/A Greenwich Capital Markets October 2005 - August 2010
The Ayco Company, L.P. June 2005 - October 2005
Skills
Bloomberg, Microsoft Office, Oracle General Ledger, Equities, Derivatives, P&L, Product Control, Fixed Income, Accounting, Fund Accounting, General Ledger..., MBS, Securitized Products, Emerging Markets, Excel, Rates, Income Statement, Account Reconciliation, Hedge Funds, Trading, Banking, Financial Reporting, Securities, Capital Markets, Investment Banking, Securitization, Bonds, FINRA, Swaps, Microsoft Excel, Credit, Back Office, Options, Credit Derivatives, Finance, Financial Services, Structured Products
Education
Iona College 2006 — 2008
M.B.A., Financial Management
Siena College 2003 — 2005
B.S., Finance
American Capital July 2015 - Present
CRT Capital Group January 2010 - June 2015
RBS Greenwich Capital January 2005 - January 2010
CA Technologies June 2002 - January 2005
Skills
Software Development, Perl, SQL, Java, C#, JavaScript, C++, Spring, Spring Integration, Spring Webflow, JMS, NMS, AMQP, RabbitMQ, ActiveMQ, TIBCO, Sockets, CouchDB, Redis, MongoDB, Protocol Buffers, Thrift, JSON, Swing, DevExpress, Ext JS, Maven, Bamboo, JIRA, Git, Cloud Computing, Tomcat, Web Services, JSP, Servlets, Threads, Computer Security, Trading Systems, Accounting, Market Data, Regulatory Capital, Equities, Fixed Income, Foreign Exchange, Funding, Clearing, Product Control, Project Management, Order Management, Agile Methodologies
Education
University at Buffalo 1998 — 2002
BS, Computer Science and Engineering
LMI August 2015 - Present
IBM February 2012 - August 2015
The Climate Reality Project September 2009 - January 2012
American Capital June 2007 - April 2009
Bank of the West March 2004 - November 2006
H&L Partners (formerly Hoffman/Lewis Advertising) March 2001 - March 2004
DDB Chicago September 1998 - March 2001
Skills
Marketing, Advertising, Marketing Strategy, Email Marketing, Marketing Communications, Analytics, SEO, Consulting, Social Media, Integrated Marketing, Strategic Planning, Social Media Marketing, Online Advertising, Strategy, Program Management, Public Relations, SEM, Creative Direction, Leadership, CRM, Strategic Communications, Project Management, Analysis, Management, Online Marketing, Brand Development, Management Consulting
Education
The George Washington University - School of Business 2009 — 2011
MBA
University of Colorado at Boulder 1994 — 1998
B.S., Business Administration - Marketing
Lake Forest High School 1990 — 1994
High School
St. George's School August 2011 - Present
American Capital May 2006 - Present
American Capital May 2006 - Present
Skills
Fundraising, Public Speaking, Volunteer Management, Sports
Education
Salve Regina University 1987 — 1991
Owner of Chicago Ancestry, Inc. January 2008 - Present
The Personnel Network 1994 - 1996
American Capital 1990 - 1994
Education
Michigan State University - The Eli Broad College of Business 1987 — 1990
Vance Street Capital July 2015 - Present
Avalon Laboratories, LLC November 2009 - June 2015
American Capital May 2002 - November 2009
KPMG LLP 1998 - 2002
Skills
Private Equity, Financial Modeling, Medical Devices, Mergers, Valuation, Business Strategy, Due Diligence, Mergers & Acquisitions, Corporate Development, Corporate Finance, Venture Capital, Forecasting, Capital Markets, Start-ups, Equities, Business Valuation, SEC filings, Restructuring, M&A experience, LBO, Acquisition Integration, Financial Analysis, Divestitures, Leveraged Finance, IPO, Investor Relations
Education
James Madison University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Olympus Partners 2006 - Present
American Capital 2003 - 2006
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance, Accounting
Harvard University 1992 — 1996
AB
American Capital May 2006 - April 2015
XO Communications 2000 - 2006
Raffa, PC 1995 - 1997
Skills
Financial Reporting, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Modeling, Internal Controls, US GAAP, GAAP, Due Diligence, Auditing, Mergers & Acquisitions, CPA, General Ledger, Forecasting
Education
Radford University - College of Business and Economics 1988 — 2002
Bachelor of Business Administration (BBA), Accounting
American Capital May 2006 - Present
JP Morgan May 2004 - May 2006
JPMorgan Real Estate - CMBS 2004 - 2006
Medstar Health May 2001 - May 2003
Skills
Capital Markets, CMBS, Portfolio Management, Valuation, Financial Modeling, Due Diligence, Asset Management, Structured Finance, Real Estate Economics, Investment Banking
Education
University of Georgia - Terry College of Business 2003 — 2004
MBA, Real Estate, Finance
Towson University 1997 — 2001
Ocoos November 2013 - Present
Private Enterprise Consulting and Small Business Development October 2009 - October 2013
GNR, Inc. June 2008 - October 2009
COMPSYS 2006 - 2007
American Capital 2004 - 2006
Old Town Canoe 2001 - 2003
Brunswick Corporation October 1984 - October 2001
Skills
Marketing Strategy, Cross-functional Team..., Strategic Planning, Product Management, Leadership, Business Strategy, Product Development, Strategy, Business Development, Budgets, Management, Mergers & Acquisitions, Marketing, Forecasting, Business Planning, Sales Management, New Business Development, P&L Management, Sales, Start-ups, Team Building, Consumer Products, Competitive Analysis, Brand Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA
Worcester Polytechnic Institute 1978 — 1981
BS, Engineering
ProDrivers Sales ManagerProDrivers2006 - Present
Invesco Aim 1999 - 2006
American Capital 1993 - 1999
Education
Stephen F. Austin State University 1990 — 1993
Outcome Capital March 2014 - Present
EMD Millipore August 2013 - February 2014
PerkinElmer January 2007 - July 2013
PerkinElmer January 2007 - December 2009
Citigroup Israel June 2004 - December 2006
American Capital 2001 - 2001
GE Capital -Merchant Banking Group 1999 - 2001
GE Capital 1998 - 1999
Renaissance Capital Group 1997 - 1997
Skills
Private Equity, Mergers, Valuation, Corporate Finance, Investments, Licensing, OEM, Mergers & Acquisitions, Banking, Corporate Development, Finance, Analysis, Venture Capital, Corporate Law, Entrepreneurship, Due Diligence, Lifesciences, Biotechnology, Contract Negotiation, Biopharmaceuticals, Business Strategy, Market Analysis, Acquisition Integration, Technology Transfer, Competitive Analysis, Drug Discovery, Pharmaceutical Industry
Education
The Hebrew University 2002 — 2004
Excecutive MBA, Finance, Investments
University of Wisconsin-Madison - School of Business 1993 — 1997
BBA, Double Major: Finance & Marketing
AGSI Systems, LLC June 2010 - December 2011
NVR, Inc. August 2005 - April 2010
American Capital February 2003 - August 2005
Competitive Power Ventures, Inc. August 2001 - February 2003
Education
Salisbury University 1996 — 2001
Bachelors, Accounting and Marketing
Salisbury University - Perdue School of Business 1996 — 2001
Capital One February 2014 - Present
Capital One February 2013 - February 2014
Capital One February 2011 - February 2013
Capital One November 2008 - February 2011
American Capital January 2007 - November 2008
CapitalSource October 2005 - December 2006
Skills
HR Consulting, Recruiting, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Human Resources, Employee Engagement, Performance Management, Applicant Tracking..., Deferred Compensation, Workforce Planning, Organizational Design, Personnel Management
Education
The George Washington University 2007 — 2009
Masters, Human Resource Development
Washington College 2001 — 2005
Bachelors, Internal Studies
Peak Rock Capital July 2012 - Present
Aurora Resurgence September 2007 - June 2012
American Capital December 2004 - March 2007
Goldman Sachs 2007 - 2007
HIG Capital September 1999 - December 2004
Pacesetter Capital 1997 - 1999
Skills
LBO, Private Equity, Leveraged Finance, Buyouts, Restructuring
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, General Management
University of Southern California - Marshall School of Business 1985 — 1989
B.S., Entrepreneurship
Patriarch Partners 2009 - 2011
American Capital 2004 - 2008
Intel June 2003 - September 2003
GTCR Golder Rauner 2000 - 2002
Bear Stearns 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Marketing, Strategy
University of Michigan 1994 — 1998
BBA, Finance & Accounting
Burgiss July 2015 - Present
Axis Group March 2013 - July 2015
Sterling Partners/ SecureNet Payment Systems June 2010 - June 2012
Perceptics, LLC June 2009 - April 2010
American Capital March 2004 - June 2009
KPMG January 2002 - March 2004
Skills
Process Improvement, Business Strategy, Project Management, Team Mentoring
Education
Penn State University 1997 — 2001
Bachelors of Science, Accounting and International Business
American Capital December 2013 - Present
FBR Capital Markets June 2009 - November 2013
GSO Capital Partners January 2006 - December 2008
US Bank 2004 - 2005
Skills
Hedge Funds, Fixed Income, High Yield, Bloomberg, Capital Markets, Equities, Alternative Investments, Valuation, Bonds, Investment Banking, Investments, Series 7
Education
Union College 2000 — 2004
BA, Economics
Latticework Capital Management, LLC January 2015 - Present
American Capital March 2002 - December 2014
AAIPharma Services Corp. 2013 - 2014
Scientific Protein Labs LLC 2013 - 2014
Cambridge Major Laboratories, Inc. 2012 - 2014
Dynojet Research 2012 - 2014
ECA Medical Instruments 2009 - 2014
The Meadows of Wickenburg 2006 - 2014
Unwired Technology 2009 - 2013
Value Plastics, Inc. 2009 - 2011
Skills
Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Equities, Finance, Private Equity, Due Diligence, Venture Capital, Corporate Development, Valuation, LBO, Financial Modeling, Corporate Finance, Medical Devices, Business Valuation, Healthcare, Mezzanine, M&A experience, Lifesciences, Leveraged Finance, Financial Analysis, Recapitalizations, Mergers, Private Placements, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1999
BBA/MPA, Accounting
Trinity Valley School 1981 — 1994
High School
Avante Mezzanine Partners July 2015 - Present
ING Capital, LLC January 2015 - July 2015
American Capital September 2011 - March 2015
B. Riley & Co. April 2011 - August 2011
First Beverage Group January 2010 - April 2011
American Capital September 2007 - December 2009
Wachovia Securities, LLC 2004 - 2007
Skills
Private Equity, Corporate Finance, Investment Banking, Financial Modeling, Venture Capital, Valuation, Corporate Development, Mergers & Acquisitions, Due Diligence, Financial Analysis, LBO
Education
Princeton University 1998 — 2002
Dublin Scioto High School 1995 — 1998
Dublin High School 1994 — 1995
American Capital January 2011 - Present
American Capital January 2009 - December 2010
American Capital March 2006 - December 2010
RSM McGladrey (formerly American Express Tax & Business Services) July 2005 - March 2006
American Express Tax & Business Services January 2005 - July 2005
CDR Associates February 2002 - December 2004
Skills
CLO, Alternative Investments, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Corporate Finance
Education
Towson University 1998 — 2002
Bachelors, Business Adminstration with concentration in Finance
The Carlyle Group May 2015 - Present
American Capital January 2011 - May 2015
Richardson Capital Limited February 2009 - July 2010
American Capital June 2006 - January 2009
Brookstone Partners September 2002 - June 2006
Cowen & Company January 2000 - September 2002
RBC Dominion Securities September 1994 - January 2000
Skills
Private Equity, Mergers, Investment Banking, Capital Markets, Private Placements, IPO, Equities, Finance, Strategy, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, Investments, LBO, Financial Analysis, Buyouts, Financial Structuring, Mergers & Acquisitions, Fixed Income
Education
AIMR 1994 — 1997
Chartered Financial Analyst
Queen's University 1990 — 1994
Bachelor of Commerce (BCom), Business
Maranon Capital July 2007 - Present
American Capital October 2002 - July 2007
Arthur Andersen LLP 1993 - 1998
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
BBA
The Riverside Company April 2013 - Present
Fruit Patch, Inc. November 2011 - March 2013
Foundation Partners Group, LLC June 2011 - November 2011
American Capital October 2007 - June 2011
American Capital January 2007 - September 2007
Flexi-Mat 2006 - 2007
LaDove Inc. 2004 - 2006
The Cambridge Food Group 2002 - 2004
Tropicana Products Inc (Division of PepsiCo) 1990 - 2001
The Pillsbury Company 1988 - 1989
Skills
Strategic Planning, Turn Around Management, Mergers, Due Diligence, Strategy, Business Development, Forecasting, Private Equity, Management, Budgets, Managerial Finance, Acquisition Integration, Business Strategy, Divestitures, Mergers & Acquisitions, Vendor Management, Executive Management, Analysis, Finance, Strategic Financial..., Cash Flow, Leadership Development, Start-ups, Project Management, P&L Management, Human Resources, Venture Capital, Restructuring, Business Planning, Negotiation, Financial Analysis, Financial Modeling, Process Improvement, Leadership, Coaching, Accounting, Portfolio Management, Internal Controls, Corporate Development, Performance Management, Corporate Finance, Management Consulting, Cross-functional Team...
Education
Roosevelt University 1978 — 1979
Masters of Science in Accounting, Accounting
Northern Illinois University 1971 — 1975
Master of Science, Accounting
Sands Capital Ventures 2014 - Present
American Capital 2001 - 2013
PricewaterhouseCoopers LLC 1996 - 2001
Education
The College of New Jersey
Bachelor of Science (BS), Accounting
CACI International Inc November 2010 - Present
XPAND Corporation May 2007 - November 2010
PCAOB June 2006 - April 2007
American Capital December 2005 - April 2006
Integic May 1997 - December 2000
Skills
Oracle, SDLC, Agile Methodologies, Microsoft SQL Server, SQL, Integration, XML, Web Services, Manual Testing, WCF, Scrum, Test Planning, ETL, ASP.NET, Test Cases, Quality Assurance, Web Applications, IIS
Education
Madurai Kamaraj University 1990 — 1994
B.E., Electronics and Communication Engineering
PSNA College of Engineering and Technology 1990 — 1994
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
LongueVue Capital, LLC April 2015 - Present
American Capital August 2004 - January 2015
AAIPharma Services Corp. 2013 - 2015
Cambridge Major Laboratories, Inc. 2012 - 2015
ECA Medical Instruments 2011 - 2015
The Meadows of Wickenburg 2006 - 2015
JP Morgan July 2001 - August 2004
Skills
Private Equity, LBO, Corporate Finance, Due Diligence, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Development, Financial Modeling, M&A experience, Capital Markets, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Southern Methodist University - Cox School of Business 1997 — 2001
BBA in Finance
Oppenheimer Funds May 2005 - Present
Trust Company of the West January 2002 - March 2005
Nicholas Applegate 1995 - 2001
American Capital 1987 - 1994
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Alternative Investments, Investments, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Equities, Securities, Asset Allocation, Investment Management, Relationship Management, Asset Management, Financial Services, Financial Advisory, Investment Advisory, ETFs, 401k, Series 65, Retirement Planning, Retirement
Education
Harvard University Kennedy School of Government 2001 — 2001
The Program on Investment Decisions & Behavioral Finance
IMCA/Wharton 1997 — 1997
CIMA, Investment Consulting
University of Arkansas 1977 — 1982
BSBA, Finance, The Sam Walton College of Business
Tulsa Memorial 1975 — 1977
General Studies
LBC Credit Partners, Inc. January 2010 - Present
American Capital July 2006 - December 2008
GE Capital Markets October 2004 - July 2006
Brookside Mezzanine Partners July 2002 - October 2004
IBJ Whitehall October 1999 - July 2002
Banque Nationale de Paris March 1998 - October 1999
Heller Financial October 1989 - March 1998
Skills
Private Equity, Mezzanine, Leveraged Finance, LBO, Capital Markets, Financial Structuring, Buyouts, Structured Finance, Private Placements, Due Diligence, Investments, High Yield, Corporate Finance, Financial Modeling
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Delaware 1978 — 1982
BSCE, Civil Engineering
American Capital
Skills
Financial Analysis, Financial Modeling, SEC filings, Financial Reporting, Accounting, Internal Controls
Education
Howard University 1998 — 2003
Master of Business Administration (MBA), Accounting
AlliancePartners, LLC March 2013 - Present
Capital One August 2011 - March 2013
American Capital May 2004 - August 2011
Agility International, Inc August 2001 - May 2004
Skills
Investments, Financial Modeling, Account Reconciliation, Accounting, Financial Analysis, General Ledger, US GAAP, Finance, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, GAAP, Financial Reporting, Cash Flow, Auditing, Valuation, Tax, Due Diligence, Corporate Finance, Budget, CPA, Leases, New Markets Tax Credits
Education
Truman State University 1995 — 2000
BS, Major - Finance, Minor - Economics
CTS Capital Advisors March 2003 - Present
American Capital June 2002 - March 2003
Ernst & Young March 2002 - June 2002
Arthur Andersen April 2001 - March 2002
American Wood Moulding January 1998 - January 2001
Skills
Due Diligence, Accounting, Business Valuation, Mergers, Private Equity, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
University of Maryland College Park 1983 — 1987
BS, Finance
Price Waterhouse Coopers May 2011 - Present
Sotera Defense Solutions, Inc. May 2009 - May 2011
American Capital 2007 - May 2009
EDS, an HP Company 2005 - 2007
Skills
Financial Modeling, Financial Analysis, Business Process..., Management Consulting, Due Diligence, Risk Management, Mergers & Acquisitions, Finance, Business Analysis, Forecasting, Enterprise Risk..., Process Improvement, Analysis, Program Management, Strategy, Portfolio Management, Business Strategy, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
MBA, Finance
James Madison University - College of Business 2001 — 2005
BBA, Finance
Thomson Reuters July 2013 - Present
Chase Bank July 2011 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 1986 - 2007
American Capital 1984 - 1985
Skills
Series 7, Investments, Finance, Series 63, Risk Management, Financial Analysis, Leadership
Education
LeTourneau University 2004 — 2004
Business, Business Management
Silver Lake January 2012 - Present
UBS Investment Bank August 2010 - September 2011
American Capital August 2007 - August 2010
Goldman Sachs July 2006 - July 2007
Credit Suisse First Boston July 2004 - July 2006
Skills
LBO, Leveraged Finance, Investment Banking, Private Equity
Education
Harvard University 2001 — 2005
B.A., Art History/French
American Capital Strategies 2001 - Present
American Capital October 2001 - March 2014
Skills
Due Diligence, Corporate Development, Private Equity, Venture Capital, LBO, Mezzanine, Valuation, Leveraged Finance, M, Divestitures, Investment Banking, Deal Sourcing, Capital Markets, Debt Restructuring, Asset Management, Executive Management, Recapitalizations, Growth Capital, Capital Structure, Structured Finance, Private Placements
Education
The University of Texas at Austin 1994 — 1995
Master of Business Administration (MBA), Accounting and Finance
Vanderbilt University 1987 — 1991
BE, Environmental/Geotechnical Engineering
American Capital March 2015 - Present
Baja Longtail, LLC May 2010 - February 2015
Allied Capital Corporation March 2009 - April 2010
Allied Capital March 1990 - February 2009
Skills
Private Equity, Mezzanine, Deal Sourcing, Buyouts, CMBS, Leveraged Finance, LBO, Middle Market, Valuation, Structured Finance, Corporate Development, Recapitalizations, Due Diligence, Debt Restructuring, Portfolio Management, Loan Origination, Investments, Financial Structuring, Commercial Mortgages, Investment Banking, High Yield, CDO, Venture Capital, Capital Raising, IPO, Capital, Commercial Real Estate, Asset Management, Disposition, Real Estate Economics, Acquisitions, Financial Modeling, Corporate Finance, ABS, DCF, Real Estate Private..., Private Placements, Restructuring, Mortgage Lending, Workout, Equities, Mergers & Acquisitions, Real Estate Financing, Investment Properties, Business Valuation, Investor Relations, Capital Markets, Securitization, Emerging Markets, Growth Capital
Education
Benjamin Franklin University/George Washington University 1978 — 1981
Master of Science (MS), Finance and Financial Management Services
Stetson University 1971 — 1975
Bachelor of Business Administration (BBA), Finance, General
K2 Energy Capital, LLC February 2013 - Present
American Capital April 2003 - January 2013
Enron 1995 - April 2003
Education
The University of Texas at Austin - Red McCombs School of Business
American Capital 2012 - Present
Rug Doctor 2014 - 2014
Webster Industries November 2006 - October 2011
Nutramax Products 2004 - 2006
Plassein International 2000 - 2003
The Clorox Company 1998 - 2000
First Brands Corporation 1985 - 1998
Union Carbide Corporation 1980 - 1985
Skills
Manufacturing, Lean Manufacturing, Continuous Improvement, Product Development, Cross-functional Team..., Operations Management, Process Improvement, 5S, Supply Chain, Six Sigma, Strategic Planning, Plastics, Team Leadership, Quality System, Leadership, Strategy, Quality Assurance, Operational Excellence, Warehousing, Process Engineering, Management Consulting, Manufacturing..., Team Building, Supply Chain Management, P&L Management, Engineering, Value Stream Mapping, Logistics, Kaizen, Purchasing, Turn Around Management, Quality Management, Change Management, Acquisition Integration, Business Process..., Forecasting, Start-ups, Supply Chain..., Consumer Products, Mergers & Acquisitions, Executive Management, Manufacturing Operations
Education
New Jersey Institute of Technology 1976 — 1980
BSME, Mechanical Engineering
REGENXBIO Inc. August 2015 - Present
American Capital July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Taylor Companies Inc May 2009 - August 2009
Nittany Lion Fund LLC December 2008 - May 2009
Bullish Bankers LLC November 2008 - February 2009
CNMC- Safekids Worldwide June 2008 - August 2008
Skills
Valuation, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Investment Banking, Investments, Bloomberg, Due Diligence, Mergers, Wealth Management, Capital Markets, Financial Markets, Corporate Finance, Derivatives, Mergers & Acquisitions, Venture Capital, M&A experience
Education
Penn State University 2007 — 2011
Bsc, Finance
The Pennsylvania State University- Schreyer Honors College 2007 — 2011
Bachelor of Science, Finance
American Capital April 2007 - Present
Platinum Underwriters Holdings February 2003 - March 2007
KPMG 1995 - 2003
Education
University of Toronto - Rotman School of Management 1996 — 1998
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Tonbridge School
American Capital December 2012 - Present
Ernst & Young October 2009 - December 2012
Ernst & Young July 2007 - October 2009
Beers + Cutler 2005 - 2007
Skills
Tax, Tax Advisory, Financial Services, Real Estate, Corporate Tax, International Tax, Big 4, Financial Reporting, SEC filings, Tax Research
Education
SUNY at Buffalo
American Capital April 2006 - Present
Nutramax Laboratories, Inc. April 2002 - July 2005
Kraft Foods 1988 - 2001
General Foods 1986 - 1988
Skills
Product Development, Strategic Planning, Acquisition Integration, Corporate Development, Due Diligence, Strategy, Start-ups, Manufacturing, Business Strategy, Venture Capital, Mergers & Acquisitions, Management Consulting, Lean Manufacturing, Private Equity, Financial Modeling, Continuous Improvement, P&L Management, Consumer Products, Program Management, Executive Management, Cross-functional Team..., Process Engineering, Analysis
Education
Rose-Hulman Institute of Technology 1982 — 1986
BS, Chemical Engineering
ONE Sotheby's International Realty September 2014 - Present
American Capital August 2006 - December 2013
MapleWood Partners LP 2001 - 2004
Telefonica B2B 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Investment Banking, Financial Modeling, Finance, Valuation, Due Diligence, Mergers & Acquisitions, Private Equity, Business Strategy, Corporate Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Princeton University 1995 — 1999
BA, Economics
Hillstar Capital December 2014 - Present
Lone Oak Environmental Services April 2015 - Present
American Capital May 2005 - December 2014
GoWaiter.com August 2012 - November 2013
The Riverside Company August 2002 - April 2005
Park Avenue Equity Partners July 2000 - July 2002
The Chart Group August 1998 - June 2000
Lehman Brothers Holdings Inc. August 1996 - July 1998
Skills
Private Equity, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Venture Capital, Mergers, Business Valuation, Valuation, M&A experience, LBO, Start-ups
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Accounting
School name:
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Taxation
OneStream Software January 2014 - Present
American Capital May 2012 - January 2014
Hilton Worldwide July 2011 - May 2012
The Carlyle Group August 2010 - July 2011
AES Corporation July 2007 - July 2010
Trintech February 2006 - July 2007
University of North Texas September 1999 - May 2005
EGL Global Logistics June 2001 - June 2002
Comshare (now Infor) January 1999 - June 2001
State of Texas/Texas Alcoholic Beverage Commission May 1994 - December 1998
Skills
Sarbanes-Oxley Act, Financial Analysis, Auditing, GAAP, Financial Modeling, Internal Controls, SEC filings, Forecasting, Finance, Budgets, US GAAP, Valuation, Management Consulting, Tax, Business Process..., Managerial Finance, Process Improvement, Business Analysis, Microsoft Excel, Analysis, Consolidation
Education
University of North Texas 1999 — 2004
PhD Candidate, BCIS
University of North Texas 1997 — 1998
MBA, Business Computer Info Systems
Texas State University-San Marcos 1989 — 1993
BBA, Accounting
Robert W. Baird & Co. July 2013 - May 2014
Variant Capital Advisors LLC June 2012 - August 2012
Conway MacKenzie, Inc. 2008 - 2011
American Capital 2006 - 2008
Ernst & Young 2002 - 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Strategy, Business Planning, Portfolio Management, Restructuring
Education
MIT Sloan School of Management 2011 — 2013
Northwestern University 1998 — 2000
American Capital 2004 - 2005
Danaher 1999 - 2004
Danaher 1996 - 1999
Danaher 1994 - 1996
Atlantic Resources 1992 - 1994
Skills
International Treasury, Corporate Treasury, Cash Management, Cash Flow Forecasting, Foreign Currency..., Credit Facility..., Banking Relationships, Rating Agency Relations, Debt Management, Commercial Paper, Securitization, Pension Funds, Pension Administration, Investment Selection, Return on Investment..., Asset Management..., Qualified Retirement..., Qualified Plan Fund..., Form 5500 preparation, Non-Qualified Deferred..., Employee Stock Options, External Audit, Internal Audit, Audit Management, Public Company..., Bank Compliance, Compliance Reporting, Mergers, Acquisition Integration, Due Diligence, Corporate Accounting, Financial Reporting, Consolidated Reporting, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Finance
Education
The George Washington University 1997 — 2000
MBA, Finance
Bates College 1988 — 1992
BA, International Relations/French
American Capital Mortgage Management (MTGE) January 2015 - Present
American Capital September 2012 - December 2014
EverBank November 2010 - September 2012
University of Texas at Austin August 2008 - August 2010
Indian Institute of Technology, Bombay August 2007 - April 2008
IFCI Venture Capital Funds Ltd. May 2006 - July 2006
Skills
MBS, Financial Risk, Capital Markets, Credit Analysis, Forecasting, Credit, Fixed Income, Matlab, VBA, Financial Analysis, Risk Management, Credit Risk, Finance, Quantitative Analytics, Asset Management, Structured Finance, Residential Mortgages, Analysis, Analytics
Education
The University of Texas at Austin 2008 — 2010
Master of Science (MS), Civil Engineering
Indian Institute of Technology, Bombay 2004 — 2008
Bachelor of Technology (B.Tech.), Civil Engineering
Novavax March 2011 - Present
Nabi October 2009 - October 2010
OPNET Technologies, Inc. August 2007 - October 2009
American Capital September 2004 - August 2007
Skills
Accounts Receivable, Financial Reporting, Auditing, GAAP, Accounting, Financial Analysis, Accounts Payable, Sop, Process Improvement, SEC filings, Sarbanes-Oxley Act, Financial Statements, Variance Analysis
Education
Towson University/University of Baltimore 2007 — 2012
Master of Business Administration (MBA), Finance
University of Baltimore 1999 — 2001
BS, Business Administration
Latticework Capital Management January 2015 - Present
American Capital April 2012 - December 2014
Stephens Inc. June 2009 - July 2011
Wingate Partners May 2008 - August 2008
Forest Hill Capital May 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Spanish
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
American Capital August 2011 - Present
Education
Sonoma State University 1986 — 1988
BS, Computer Science
American Capital October 2013 - Present
GEICO July 2012 - October 2013
Dynamic Data Concepts May 2011 - June 2012
Yeshiva Ohel Torah September 2010 - December 2010
Skills
Customer Service, Databases, SQL Server, Technical Services, SQL, Technical Training, JIRA, Linux, SAS programming, Microsoft SQL Server, SDLC, HTML, Business Analysis, C#, Microsoft Office, ASP.NET, Analysis, .NET, JavaScript, Programming, CSS
Education
Touro College 2009 — 2012
Bachelor of Science, Mathematics, Finance minor, In-Major GPA: 4.0, Overall GPA: 3.98
Regions Mortgage January 2007 - Present
Regions Bank March 2006 - Present
Regions Mortgage January 2005 - January 2006
GN Mortgage January 2001 - January 2004
American Capital January 2000 - January 2001
The Associates January 1994 - January 2000
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Banking, Loan Origination, Mortgage Banking, Commercial Lending, Loss Mitigation, Loan Servicing, Small Business Lending, Underwriting, FHA, Credit Risk
Education
South Carolina State University
Bachelor of Science, Business Administration
Avante Mezzanine Partners 2009 - Present
American Capital 1999 - 2009
Merrill Lynch 1997 - 1999
Skills
Private Equity, LBO, Venture Capital, Buyouts, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Private Placements, Valuation, M&A experience, Business Valuation, Corporate Finance, Middle Market, Divestitures, Mezzanine
Education
Stanford Graduate School of Business 2002 — 2002
Executive Education, Influence and Negotiation Strategies Program
Haas School of Business, UC Berkeley
Bachelor of Science, Business Administration & Finance
JMB Capital Partners 2009 - 2014
American Capital 2007 - 2009
Chanin Capital Partners 1999 - 2007
Ernst & Young 1997 - 1999
Skills
Special Situations, High Yield, Valuation, LBO, Leveraged Finance, Investment Banking, Financial Modeling, Private Equity, Debt Restructuring, Mezzanine, Restructuring, Financial Analysis
Education
UCLA 1992 — 1997
BS & BA, Mathematics & Economics