Avondale Partners
Industry: Capital market company
DescriptionFounded: 1999 Parent organization: J.J.B. Hilliard, W.L. Lyons, LLC Subsidiaries: Avondale Funds, LLC, Avondale Partners, LLC, Asset Management Arm
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Avondale Partners Employees
Employee
Years
Job
Industry
Chris Lundeen Chris Lundeen's Avondale Partners Experience January 2015 - Present
Job Institutional Sales & Marketing at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners January 2015 - Present
Tennessee Department of Financial Institutions August 2014 - December 2014
Tennessee Department of Financial Institutions September 2012 - July 2014
Tennessee Department of Financial Institutions September 2012 - July 2014
Nashville Sounds Baseball Club January 2012 - June 2012
Major League Baseball Players Alumni Association May 2011 - October 2011
Skills
Series 7, Series 63, Equity Capital Markets, Institutional Relations, Investment Research
Education
Auburn University
Bachelor of Arts (BA), Public Administration
Belmont University
Mini MBA, Certificate in Management
Avondale Partners January 2015 - Present
Tennessee Department of Financial Institutions August 2014 - December 2014
Tennessee Department of Financial Institutions September 2012 - July 2014
Tennessee Department of Financial Institutions September 2012 - July 2014
Nashville Sounds Baseball Club January 2012 - June 2012
Major League Baseball Players Alumni Association May 2011 - October 2011
Skills
Series 7, Series 63, Equity Capital Markets, Institutional Relations, Investment Research
Education
Auburn University
Bachelor of Arts (BA), Public Administration
Belmont University
Mini MBA, Certificate in Management
Michael Doty Michael Doty's Avondale Partners Experience September 2014 - Present
Job Institutional Equity Sales at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners September 2014 - Present
Transamerica June 2013 - September 2014
The University of Iowa January 2013 - May 2013
AEGON Americas January 2012 - December 2012
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General Certificate in Sustainability
Avondale Partners September 2014 - Present
Transamerica June 2013 - September 2014
The University of Iowa January 2013 - May 2013
AEGON Americas January 2012 - December 2012
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General Certificate in Sustainability
P. Gray Finney IV P. Gray Finney IV's Avondale Partners Experience January 2015 - April 2015
Job Finance and Strategy Analyst at Cracker Barrel
Industry Financial Services
Experience
Cracker Barrel July 2015 - Present
Avondale Partners January 2015 - April 2015
Mastrapasqua Asset Management November 2014 - January 2015
Mullan & Associates Commercial Law Firm June 2013 - August 2013
Skills
Financial Analysis, Discounted Cash Flow..., Financial Modeling, Equity Research, Ratio Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Investments, Equities, Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, 3.90
Auburn University, College of Business 2010 — 2014
Bachelor's Degree, Finance, 3.4
Cracker Barrel July 2015 - Present
Avondale Partners January 2015 - April 2015
Mastrapasqua Asset Management November 2014 - January 2015
Mullan & Associates Commercial Law Firm June 2013 - August 2013
Skills
Financial Analysis, Discounted Cash Flow..., Financial Modeling, Equity Research, Ratio Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Investments, Equities, Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Finance, 3.90
Auburn University, College of Business 2010 — 2014
Bachelor's Degree, Finance, 3.4
Christina Primm Christina Primm's Avondale Partners Experience April 2013 - Present
Job Executive Assistant at Avondale Partners, LLC
Industry Investment Banking
Experience
Avondale Partners April 2013 - Present
American General Financial Services April 2006 - April 2009
Fifth Third Bank August 1999 - April 2002
Skills
Customer Service, Leadership, Office Administration, Sales, Loans, Banking, Employee Benefits, New Hire Processes, Health Insurance, Dental Insurance, Term Life Insurance
Education
Austin Peay State University 2005 — 2009
Bachelors of Science, Organizational Leadership
Indiana University Southeast 1999 — 2001
Avondale Partners April 2013 - Present
American General Financial Services April 2006 - April 2009
Fifth Third Bank August 1999 - April 2002
Skills
Customer Service, Leadership, Office Administration, Sales, Loans, Banking, Employee Benefits, New Hire Processes, Health Insurance, Dental Insurance, Term Life Insurance
Education
Austin Peay State University 2005 — 2009
Bachelors of Science, Organizational Leadership
Indiana University Southeast 1999 — 2001
Joshua Culberson Joshua Culberson's Avondale Partners Experience September 2008 - December 2008
Job Business Development at EKS&H
Industry Financial Services
Experience
EKS&H April 2013 - June 2014
Duff & Phelps August 2011 - March 2013
UMB Bank March 2010 - August 2011
Avondale Partners September 2008 - December 2008
Lincoln Financial Group 2008 - 2008
Lincoln Financial Group 2008 - 2008
Skills
Finance, Teamwork, Leadership, Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Corporate Finance, PowerPoint, Data Analysis, Analysis, Equities, Derivatives, Strategic Planning
Education
Belmont University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
EKS&H April 2013 - June 2014
Duff & Phelps August 2011 - March 2013
UMB Bank March 2010 - August 2011
Avondale Partners September 2008 - December 2008
Lincoln Financial Group 2008 - 2008
Lincoln Financial Group 2008 - 2008
Skills
Finance, Teamwork, Leadership, Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Corporate Finance, PowerPoint, Data Analysis, Analysis, Equities, Derivatives, Strategic Planning
Education
Belmont University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Yan Yan Dong (董燕燕)'s Avondale Partners Experience June 2014 - July 2014
Job Account Manager Cash Equities at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Avondale Partners June 2014 - July 2014
Shareholder InSite, Inc. February 2014 - July 2014
Zhengzhou Foreign Language School 2008 - 2012
Zhengzhou Foreign Language School 2008 - 2012
Sias International University 2006 - 2008
Sias International University 2005 - 2005
Skills
Translation, Business English, International Trade, English, Leadership, Chinese (Mandarin), Social Media, Marketing Strategy, Financial Analysis, Strategic Negotiations, Mandarin, Analysis, Public Speaking, Chinese, Venture Capital, Competitive Analysis, Portfolio Management
Education
Belmont University 2013 — 2014
Master of Business Administration (MBA)
Sias International University 2004 — 2008
Bachelor of Arts (B.A.), Business Communications
The University of Wolverhampton 2007 — 2007
Teaching Development Program
UBS July 2014 - Present
Avondale Partners June 2014 - July 2014
Shareholder InSite, Inc. February 2014 - July 2014
Zhengzhou Foreign Language School 2008 - 2012
Zhengzhou Foreign Language School 2008 - 2012
Sias International University 2006 - 2008
Sias International University 2005 - 2005
Skills
Translation, Business English, International Trade, English, Leadership, Chinese (Mandarin), Social Media, Marketing Strategy, Financial Analysis, Strategic Negotiations, Mandarin, Analysis, Public Speaking, Chinese, Venture Capital, Competitive Analysis, Portfolio Management
Education
Belmont University 2013 — 2014
Master of Business Administration (MBA)
Sias International University 2004 — 2008
Bachelor of Arts (B.A.), Business Communications
The University of Wolverhampton 2007 — 2007
Teaching Development Program
Bryan Hunt Bryan Hunt's Avondale Partners Experience June 2009 - August 2009
Job Senior Manager FP&A at Health Catalyst
Industry Hospital & Health Care
Experience
Health Catalyst February 2015 - Present
Health Catalyst April 2014 - February 2015
Deloitte Corporate Finance February 2011 - February 2014
Moelis & Company July 2010 - February 2011
Avondale Partners June 2009 - August 2009
Nu Skin Enterprises May 2008 - August 2008
Skills
Valuation, Investment Banking, Portuguese, Teaching, Team Leadership, Financial Analysis, Financial Modeling, DCF, Investments, Mergers & Acquisitions, LBO, Accounting, Acquisitions, Business Valuation, Joint Ventures, Analysis, Private Equity, Cash Flow, M&A experience, Venture Capital, Corporate Development
Education
Brigham Young University 2005 — 2010
Bachelors, Accounting
Health Catalyst February 2015 - Present
Health Catalyst April 2014 - February 2015
Deloitte Corporate Finance February 2011 - February 2014
Moelis & Company July 2010 - February 2011
Avondale Partners June 2009 - August 2009
Nu Skin Enterprises May 2008 - August 2008
Skills
Valuation, Investment Banking, Portuguese, Teaching, Team Leadership, Financial Analysis, Financial Modeling, DCF, Investments, Mergers & Acquisitions, LBO, Accounting, Acquisitions, Business Valuation, Joint Ventures, Analysis, Private Equity, Cash Flow, M&A experience, Venture Capital, Corporate Development
Education
Brigham Young University 2005 — 2010
Bachelors, Accounting
Nathan Caplan Nathan Caplan's Avondale Partners Experience May 2013 - August 2013
Job Associate Analyst at The NPD Group
Industry Market Research
Experience
The NPD Group July 2015 - Present
Regions Financial Corporation June 2014 - Present
Avondale Partners May 2013 - August 2013
Georgetown University Student Investment Fund January 2013 - May 2013
Competitive Solutions, LLC (TN) June 2012 - January 2013
Skills
Investments, Equity Research, Mutual Funds, Financial Modeling
Education
Georgetown University 2011 — 2015
Government Major, Business Administration Minor
The University of Edinburgh 2013 — 2013
School of Social and Political Studies
Ensworth High School 2007 — 2011
The NPD Group July 2015 - Present
Regions Financial Corporation June 2014 - Present
Avondale Partners May 2013 - August 2013
Georgetown University Student Investment Fund January 2013 - May 2013
Competitive Solutions, LLC (TN) June 2012 - January 2013
Skills
Investments, Equity Research, Mutual Funds, Financial Modeling
Education
Georgetown University 2011 — 2015
Government Major, Business Administration Minor
The University of Edinburgh 2013 — 2013
School of Social and Political Studies
Ensworth High School 2007 — 2011
Joshua Ireland Joshua Ireland's Avondale Partners Experience October 2012 - April 2013
Job Director of Strategy and Analytics at Covenant Capital Management
Industry Investment Management
Experience
Covenant Capital Management May 2013 - Present
Avondale Partners October 2012 - April 2013
Acacia Capital Management May 2011 - August 2012
Kuai Le Tao inc 2010 - 2011
Constellation Energy 2009 - 2010
Skills
Hedge Funds, Asset Management, Business Development, Statistical Modeling, Simulations, Financial Modeling, Data Analysis, Investor Relations, Strategy, Financial Analysis, Matlab, Analytics, Equity Research, Python, VBA, Microsoft Office, Valuation, SQL, Project Management, Industry Research, Financial Statement..., Microsoft Excel, Analysis, Social Marketing, Futures Trading, Asset Raising, Leadership, Management
Education
Georgia Institute of Technology 2003 — 2009
BS, Nuclear Engineering
Great Bridge High School
Covenant Capital Management May 2013 - Present
Avondale Partners October 2012 - April 2013
Acacia Capital Management May 2011 - August 2012
Kuai Le Tao inc 2010 - 2011
Constellation Energy 2009 - 2010
Skills
Hedge Funds, Asset Management, Business Development, Statistical Modeling, Simulations, Financial Modeling, Data Analysis, Investor Relations, Strategy, Financial Analysis, Matlab, Analytics, Equity Research, Python, VBA, Microsoft Office, Valuation, SQL, Project Management, Industry Research, Financial Statement..., Microsoft Excel, Analysis, Social Marketing, Futures Trading, Asset Raising, Leadership, Management
Education
Georgia Institute of Technology 2003 — 2009
BS, Nuclear Engineering
Great Bridge High School
Christopher Vining's Avondale Partners Experience August 2014 - December 2014
Job Consultant
Industry Financial Services
Experience
CBIZ (NYSE: CBZ) January 2015 - Present
Avondale Partners August 2014 - December 2014
Middle Tennessee State University January 2014 - May 2014
Verizon Wireless October 2010 - September 2011
Wireless Direct (Sprint) October 2009 - September 2010
Skills
Investments, Customer Service, Options, Mutual Funds, Sales, Equity Trading, Investment Management, Personal Finance, Spanish-speaking, Spanish-writing, Bloomberg, Financial Modeling, Risk Management, Derivatives, Options Trading, Credit Monitoring, French-speaking, Investment Strategies, Technology, Bloomberg Terminal, Valuation, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Futures Trading, Currency Futures, Interest Rate..., Interest Rate Swaps, Business Strategy, Finance
Education
The London School of Economics and Political Science (LSE) 2014 — 2014
Masters Level Summer Course, July 2014
Middle Tennessee State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance (corporate), Minor in Spanish
CBIZ (NYSE: CBZ) January 2015 - Present
Avondale Partners August 2014 - December 2014
Middle Tennessee State University January 2014 - May 2014
Verizon Wireless October 2010 - September 2011
Wireless Direct (Sprint) October 2009 - September 2010
Skills
Investments, Customer Service, Options, Mutual Funds, Sales, Equity Trading, Investment Management, Personal Finance, Spanish-speaking, Spanish-writing, Bloomberg, Financial Modeling, Risk Management, Derivatives, Options Trading, Credit Monitoring, French-speaking, Investment Strategies, Technology, Bloomberg Terminal, Valuation, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Futures Trading, Currency Futures, Interest Rate..., Interest Rate Swaps, Business Strategy, Finance
Education
The London School of Economics and Political Science (LSE) 2014 — 2014
Masters Level Summer Course, July 2014
Middle Tennessee State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance (corporate), Minor in Spanish
Ara Berkwits Ara Berkwits's Avondale Partners Experience 2011 - July 2013
Job Vice President, Corporate Access
Industry Financial Services
Experience
Wedbush Securities August 2014 - Present
Deutsche Bank Securities August 2013 - July 2014
Avondale Partners 2011 - July 2013
Rodman & Renshaw 2010 - 2011
Robert W. Baird & Co. 1997 - 2010
Skills
Outgoing, Self-motivated, Creative, Excellent attitude, Extreme attention to..., Superior Communications..., Skilled at working with..., Experienced at working..., Deadline driven, Highly organized, Personable, Integrity, Hospitality, Human Resources, Deadline Driven, Sales, Advertising, Marketing, Management, Corporate Events, Contract Negotiation, Market Research, Parties, Team Management, Hotels, Negotiation, Project Planning, Capital Markets, Equities, Financial Analysis, Marketing Strategy, Valuation, Financial Modeling, Investments, Portfolio Management
Education
Rochester Institute of Technology 1992 — 1995
Bachelor's degree, Photography/English
The University of Akron 1990 — 1991
Wedbush Securities August 2014 - Present
Deutsche Bank Securities August 2013 - July 2014
Avondale Partners 2011 - July 2013
Rodman & Renshaw 2010 - 2011
Robert W. Baird & Co. 1997 - 2010
Skills
Outgoing, Self-motivated, Creative, Excellent attitude, Extreme attention to..., Superior Communications..., Skilled at working with..., Experienced at working..., Deadline driven, Highly organized, Personable, Integrity, Hospitality, Human Resources, Deadline Driven, Sales, Advertising, Marketing, Management, Corporate Events, Contract Negotiation, Market Research, Parties, Team Management, Hotels, Negotiation, Project Planning, Capital Markets, Equities, Financial Analysis, Marketing Strategy, Valuation, Financial Modeling, Investments, Portfolio Management
Education
Rochester Institute of Technology 1992 — 1995
Bachelor's degree, Photography/English
The University of Akron 1990 — 1991
Michael Morosi Michael Morosi's Avondale Partners Experience February 2015 - Present
Job Senior Equity Research Analyst, Alternative Energy at Avondale Partners
Industry Financial Services
Experience
Avondale Partners February 2015 - Present
Jetstream Ventures, LLC July 2013 - December 2014
Jetstream Capital, LLC January 2008 - July 2013
Stephens Inc. July 2007 - December 2007
Avondale Partners June 2006 - August 2006
Skills
Investment Banking, Equities, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Equity Valuation, Alternative Investments, Private Equity, Capital Markets, Due Diligence, Bloomberg, Equity Research, Hedge Funds, Investments, Renewable Energy, Solar Energy, Project Finance, Impact Investing, Sustainability, Mergers & Acquisitions, Finance, Financial Analysis, Microsoft Excel, Series 7
Education
Kalamazoo College 2003 — 2007
Bachelor's degree, Economics
Avondale Partners February 2015 - Present
Jetstream Ventures, LLC July 2013 - December 2014
Jetstream Capital, LLC January 2008 - July 2013
Stephens Inc. July 2007 - December 2007
Avondale Partners June 2006 - August 2006
Skills
Investment Banking, Equities, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Equity Valuation, Alternative Investments, Private Equity, Capital Markets, Due Diligence, Bloomberg, Equity Research, Hedge Funds, Investments, Renewable Energy, Solar Energy, Project Finance, Impact Investing, Sustainability, Mergers & Acquisitions, Finance, Financial Analysis, Microsoft Excel, Series 7
Education
Kalamazoo College 2003 — 2007
Bachelor's degree, Economics
Patrick Speer's Avondale Partners Experience October 2014 - July 2015
Job .
Industry Financial Services
Experience
Avondale Partners October 2014 - July 2015
Humana Inc. August 2012 - June 2014
Skills
Finance, Microsoft Excel, Microsoft Office, Project Management, Financial Analysis, PowerPoint, Access, Management, Financial Reporting, SQL, Financial Modeling, Sales, Analysis, Microsoft Certified..., Microsoft Office..., Microsoft Access, SAS, Oracle, Microsoft SQL Server, VBA, Corporate Finance
Education
University of Kentucky 2007 — 2011
Bachelor of Science, Economics
University of Kentucky 2007 — 2011
Bachelor of Business Administration, Finance
University of Kentucky 2007 — 2011
Minor, Communications
Avondale Partners October 2014 - July 2015
Humana Inc. August 2012 - June 2014
Skills
Finance, Microsoft Excel, Microsoft Office, Project Management, Financial Analysis, PowerPoint, Access, Management, Financial Reporting, SQL, Financial Modeling, Sales, Analysis, Microsoft Certified..., Microsoft Office..., Microsoft Access, SAS, Oracle, Microsoft SQL Server, VBA, Corporate Finance
Education
University of Kentucky 2007 — 2011
Bachelor of Science, Economics
University of Kentucky 2007 — 2011
Bachelor of Business Administration, Finance
University of Kentucky 2007 — 2011
Minor, Communications
Barak Paz Barak Paz's Avondale Partners Experience July 2014 - Present
Job Investment Banking Analyst at Avondale Partners
Industry Financial Services
Experience
Avondale Partners July 2014 - Present
Vanderbilt University August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Statistics
Education
Vanderbilt University 2010 — 2014
Bachelor's degree, Mathematics and Economics
The Hebrew University 2013 — 2013
Study Abroad, Spring in Jerusalem Honors Program
San Diego Jewish Academy 2008 — 2010
Avondale Partners July 2014 - Present
Vanderbilt University August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Statistics
Education
Vanderbilt University 2010 — 2014
Bachelor's degree, Mathematics and Economics
The Hebrew University 2013 — 2013
Study Abroad, Spring in Jerusalem Honors Program
San Diego Jewish Academy 2008 — 2010
Cara Schwertly Cara Schwertly's Avondale Partners Experience March 2009 - January 2010
Job Managing Partner at Ethos3
Industry Media Production
Experience
Ethos3 October 2006 - Present
Avondale Partners March 2009 - January 2010
Stanford Financial 2008 - 2009
Wachovia Securities March 2007 - August 2008
Skills
Project Management, Financial Analysis, Retirement Planning, Presentation Design, Investments, Storytelling, General Operations, Finance, Presentation Development, Analysis
Education
Central Washington University 2003 — 2005
Finance
Harding University 1998 — 2002
Accounting
Ethos3 October 2006 - Present
Avondale Partners March 2009 - January 2010
Stanford Financial 2008 - 2009
Wachovia Securities March 2007 - August 2008
Skills
Project Management, Financial Analysis, Retirement Planning, Presentation Design, Investments, Storytelling, General Operations, Finance, Presentation Development, Analysis
Education
Central Washington University 2003 — 2005
Finance
Harding University 1998 — 2002
Accounting
Jacob Howard's Avondale Partners Experience May 2013 - August 2013
Job Healthcare Consultant at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP June 2015 - Present
Crowe Horwath LLP June 2014 - August 2014
Avondale Partners May 2013 - August 2013
NuScriptRX May 2013 - August 2013
Skills
Catering, Restaurants, Food & Beverage, PowerPoint, Microsoft Excel, Hospitality, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Teamwork, Time Management, Sales, Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Finance, Accounting, Technology Management
Crowe Horwath LLP June 2015 - Present
Crowe Horwath LLP June 2014 - August 2014
Avondale Partners May 2013 - August 2013
NuScriptRX May 2013 - August 2013
Skills
Catering, Restaurants, Food & Beverage, PowerPoint, Microsoft Excel, Hospitality, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Teamwork, Time Management, Sales, Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Finance, Accounting, Technology Management
Greg Feldman Greg Feldman's Avondale Partners Experience May 2003 - February 2007
Job Senior Vice President Institutional Equity Sales at FBN Securities
Industry Financial Services
Experience
FBN Securities March 2013 - Present
CapStone Investments August 2010 - January 2013
Caris & Co. June 2007 - August 2010
Avondale Partners May 2003 - February 2007
Salomon Smith Barney 1998 - 2002
Skills
Volatility, Commodity, Asset Allocation, Equities, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Options, Securities, Series 63
Education
Emory University
BA, Economics
Goizueta Business School, Emory University
MBA, Finance
Newark Academy
FBN Securities March 2013 - Present
CapStone Investments August 2010 - January 2013
Caris & Co. June 2007 - August 2010
Avondale Partners May 2003 - February 2007
Salomon Smith Barney 1998 - 2002
Skills
Volatility, Commodity, Asset Allocation, Equities, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Options, Securities, Series 63
Education
Emory University
BA, Economics
Goizueta Business School, Emory University
MBA, Finance
Newark Academy
Christopher Onan Christopher Onan's Avondale Partners Experience December 2012 - January 2013
Job Investment Banking Analyst at Trefethen Advisors, LLC
Industry Banking
Experience
Trefethen Advisors, LLC December 2014 - Present
Trefethen Advisors, LLC September 2014 - Present
Harvey & Company LLC April 2014 - September 2014
Avondale Partners December 2012 - January 2013
Scottrade January 2012 - November 2012
US Census Bureau April 2010 - August 2010
Onan Landscaping April 2005 - August 2008
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Research, Critical Thinking, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Public Speaking, Market Research, Teamwork, Access, Data Analysis, Leadership, Financial Modeling, Business Strategy, Organizational Behavior, Personal Finance, Pitchbook
Education
The University of Tennessee at Chattanooga 2008 — 2013
Bachelor of Applied Science (BASc), Economics
Trefethen Advisors, LLC December 2014 - Present
Trefethen Advisors, LLC September 2014 - Present
Harvey & Company LLC April 2014 - September 2014
Avondale Partners December 2012 - January 2013
Scottrade January 2012 - November 2012
US Census Bureau April 2010 - August 2010
Onan Landscaping April 2005 - August 2008
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Research, Critical Thinking, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Public Speaking, Market Research, Teamwork, Access, Data Analysis, Leadership, Financial Modeling, Business Strategy, Organizational Behavior, Personal Finance, Pitchbook
Education
The University of Tennessee at Chattanooga 2008 — 2013
Bachelor of Applied Science (BASc), Economics
Philip Benavides, MBA's Avondale Partners Experience April 2012 - March 2014
Job AVP | Financial Advisor at Merrill Edge
Industry Capital Markets
Experience
Merrill Edge February 2015 - Present
UBS Wealth Management March 2014 - December 2014
Avondale Partners April 2012 - March 2014
Skills
Financial Statement..., Valuation, Microsoft Excel, Management, Series 7, Equity Research Analysis, Series 63, Series 86, Series 87, Series 66
Education
Middle Tennessee State University
Bachelors of Business Administration, Economics/ Finance
Middle Tennessee State University
MBA, Finance
Merrill Edge February 2015 - Present
UBS Wealth Management March 2014 - December 2014
Avondale Partners April 2012 - March 2014
Skills
Financial Statement..., Valuation, Microsoft Excel, Management, Series 7, Equity Research Analysis, Series 63, Series 86, Series 87, Series 66
Education
Middle Tennessee State University
Bachelors of Business Administration, Economics/ Finance
Middle Tennessee State University
MBA, Finance
Joseph Mehrabi, CAIA's Avondale Partners Experience October 2012 - April 2013
Job Investment Manager at INFRONTIER Ltd
Industry Venture Capital & Private Equity
Experience
The American University of Afghanistan August 2015 - Present
INFRONTIER Ltd February 2015 - Present
Cambridge Associates May 2013 - February 2015
Mehrabi Holdings May 2009 - February 2015
Avondale Partners October 2012 - April 2013
Ellam Tam 2011 - 2011
newBrandAnalytics 2010 - 2011
U.S. Congressional Campaign Office August 2010 - November 2010
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Microsoft Excel, Economics, Bloomberg Terminal, Valuation Modeling, Financial Statement..., Statistical Software, Corporate Finance, Capital Markets, Quantitative Analytics, Quantitative, Business Valuation, Equities, Equity Valuation, Emerging Markets, Investment Banking, Analytical Skills, Capital IQ, DCF, Investment Strategies, Econometrics, Regression Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science (MS), Finance
George Mason University
Bachelor of Science, Finance, Magna Cum Laude
The American University of Afghanistan August 2015 - Present
INFRONTIER Ltd February 2015 - Present
Cambridge Associates May 2013 - February 2015
Mehrabi Holdings May 2009 - February 2015
Avondale Partners October 2012 - April 2013
Ellam Tam 2011 - 2011
newBrandAnalytics 2010 - 2011
U.S. Congressional Campaign Office August 2010 - November 2010
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Microsoft Excel, Economics, Bloomberg Terminal, Valuation Modeling, Financial Statement..., Statistical Software, Corporate Finance, Capital Markets, Quantitative Analytics, Quantitative, Business Valuation, Equities, Equity Valuation, Emerging Markets, Investment Banking, Analytical Skills, Capital IQ, DCF, Investment Strategies, Econometrics, Regression Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science (MS), Finance
George Mason University
Bachelor of Science, Finance, Magna Cum Laude
Jeff Nahley Jeff Nahley's Avondale Partners Experience August 2001 - February 2009
Job Managing Director at Signal Hill Capital
Industry Investment Banking
Experience
Association for Corporate Growth - Tennessee April 2014 - Present
Signal Hill Capital March 2009 - Present
Avondale Partners August 2001 - February 2009
ING Barings April 2000 - July 2001
SunTrust Equitable Securities September 1993 - March 2000
Bankers Trust August 1986 - July 1993
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, M&A experience, Capital Markets, Private Equity, Management, Venture Capital, Business Strategy, Equities, Hedge Funds, Financial Modeling, Equity Research, Asset Management, Fixed Income, Start-ups, IPO, Alternative Investments, Business Valuation, Bloomberg, Financial Analysis, Series 7, Corporate Development, Mergers, Entrepreneurship, Due Diligence, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Middlebury College 1982 — 1986
Bachelors, Economics
Association for Corporate Growth - Tennessee April 2014 - Present
Signal Hill Capital March 2009 - Present
Avondale Partners August 2001 - February 2009
ING Barings April 2000 - July 2001
SunTrust Equitable Securities September 1993 - March 2000
Bankers Trust August 1986 - July 1993
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, M&A experience, Capital Markets, Private Equity, Management, Venture Capital, Business Strategy, Equities, Hedge Funds, Financial Modeling, Equity Research, Asset Management, Fixed Income, Start-ups, IPO, Alternative Investments, Business Valuation, Bloomberg, Financial Analysis, Series 7, Corporate Development, Mergers, Entrepreneurship, Due Diligence, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Middlebury College 1982 — 1986
Bachelors, Economics
Michael Iheanyichukwu Ezewoko Michael Iheanyichukwu Ezewoko's Avondale Partners Experience July 2008 - November 2008
Job
Industry Government Administration
Experience
USPTO 2013 - Present
Laureate Education April 2009 - October 2012
Avondale Partners July 2008 - November 2008
Washington University - Olin Business School 2006 - May 2008
Johnson & Johnson June 2007 - August 2007
Winston Prep August 2002 - August 2006
Goldman Sachs 1999 - 2001
Lehman Brothers 1998 - 1998
AlliedSignal Aerospace January 1997 - December 1997
Skills
Financial Modeling, SQL, Corporate Finance, VBA, Financial Analysis, Quantitative Analytics, R, Matlab, Data Mining, Budgets, Strategic Planning, Microsoft Excel, Forecasting, Analytics, Strategy, Analysis, Valuation, Process Improvement, Finance, Business Process..., Strategic Financial..., Management, Business Development, Leadership, Portfolio Management, Project Planning, Data Analysis, Competitive Analysis, Mergers & Acquisitions, Internal Controls, Pricing
Education
Washington University in St. Louis 2006 — 2008
MBA, Olin Business School
Université Paris Dauphine 2007 — 2007
MBA Exchange Program
New York University 1994 — 1999
BS
Stevens Institute of Technology 1994 — 1999
BE
USPTO 2013 - Present
Laureate Education April 2009 - October 2012
Avondale Partners July 2008 - November 2008
Washington University - Olin Business School 2006 - May 2008
Johnson & Johnson June 2007 - August 2007
Winston Prep August 2002 - August 2006
Goldman Sachs 1999 - 2001
Lehman Brothers 1998 - 1998
AlliedSignal Aerospace January 1997 - December 1997
Skills
Financial Modeling, SQL, Corporate Finance, VBA, Financial Analysis, Quantitative Analytics, R, Matlab, Data Mining, Budgets, Strategic Planning, Microsoft Excel, Forecasting, Analytics, Strategy, Analysis, Valuation, Process Improvement, Finance, Business Process..., Strategic Financial..., Management, Business Development, Leadership, Portfolio Management, Project Planning, Data Analysis, Competitive Analysis, Mergers & Acquisitions, Internal Controls, Pricing
Education
Washington University in St. Louis 2006 — 2008
MBA, Olin Business School
Université Paris Dauphine 2007 — 2007
MBA Exchange Program
New York University 1994 — 1999
BS
Stevens Institute of Technology 1994 — 1999
BE
Amit Shintre's Avondale Partners Experience August 2011 - December 2011
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2015 - Present
Deutsche Bank October 2013 - January 2015
Capital One July 2012 - October 2013
Avondale Partners August 2011 - December 2011
Boy Scouts of America February 2000 - January 2008
Skills
Financial Modeling, Investments, Analysis, Research, Economics, Banking, Valuation, Financial Analysis, Equities, Bloomberg, Strategy, Capital Markets, Data Analysis
Education
Vanderbilt University 2008 — 2012
Bachelors, Economics
Universitat de les Illes Balears 2011 — 2011
Semester Abroad, Economics, Spanish, Catalan
Deutsche Bank February 2015 - Present
Deutsche Bank October 2013 - January 2015
Capital One July 2012 - October 2013
Avondale Partners August 2011 - December 2011
Boy Scouts of America February 2000 - January 2008
Skills
Financial Modeling, Investments, Analysis, Research, Economics, Banking, Valuation, Financial Analysis, Equities, Bloomberg, Strategy, Capital Markets, Data Analysis
Education
Vanderbilt University 2008 — 2012
Bachelors, Economics
Universitat de les Illes Balears 2011 — 2011
Semester Abroad, Economics, Spanish, Catalan
Steven Couche's Avondale Partners Experience July 2015 - Present
Job Associate Analyst at Avondale Partners
Industry Financial Services
Experience
Avondale Partners July 2015 - Present
Avondale Partners June 2015 - July 2015
Pathfinder Energy Services April 2014 - June 2015
Pathfinder Energy Services August 2013 - April 2014
Halff Associates June 2012 - July 2013
Brasfield & Gorrie, LLC May 2011 - August 2011
Skills
Water Resources, Floodplain Analysis, Hydraulic & Hydrologic..., Construction, Civil Engineering, Surveying, Engineering, Construction Management, AutoCAD, Management, Oil & Gas
Education
Clemson University 2008 — 2012
Bachelor of Science (BS), Civil Engineering
Avondale Partners July 2015 - Present
Avondale Partners June 2015 - July 2015
Pathfinder Energy Services April 2014 - June 2015
Pathfinder Energy Services August 2013 - April 2014
Halff Associates June 2012 - July 2013
Brasfield & Gorrie, LLC May 2011 - August 2011
Skills
Water Resources, Floodplain Analysis, Hydraulic & Hydrologic..., Construction, Civil Engineering, Surveying, Engineering, Construction Management, AutoCAD, Management, Oil & Gas
Education
Clemson University 2008 — 2012
Bachelor of Science (BS), Civil Engineering
Donald Broughton Donald Broughton's Avondale Partners Experience January 2008 - Present
Job Managing Director at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners January 2008 - Present
A.G. Edwards May 1995 - November 2007
Skills
Valuation, Equities, Financial Modeling, Financial Analysis, Equity Research, Mergers & Acquisitions, Private Equity, Economics, Management, Foresight, Leadership, Investment Strategies, Equity Valuation, Banking, Portfolio Management, Start-ups, Finance, Asset Management, Corporate Finance, Investment Banking, Venture Capital, Due Diligence, Hedge Funds, Capital Markets, Alternative Investments, Corporate Development, Investor Relations, Trading, Business Valuation, Securities, Series 7, Fixed Income, IPO, Bloomberg, Asset Allocation, Strategic Financial..., Investment Advisory, Investment Management, Equity Capital Markets
Education
Washington University in St. Louis 1988 — 1990
Southeast Missouri State University - Harrison College of Business 1983 — 1987
BS, Accounting
Avondale Partners January 2008 - Present
A.G. Edwards May 1995 - November 2007
Skills
Valuation, Equities, Financial Modeling, Financial Analysis, Equity Research, Mergers & Acquisitions, Private Equity, Economics, Management, Foresight, Leadership, Investment Strategies, Equity Valuation, Banking, Portfolio Management, Start-ups, Finance, Asset Management, Corporate Finance, Investment Banking, Venture Capital, Due Diligence, Hedge Funds, Capital Markets, Alternative Investments, Corporate Development, Investor Relations, Trading, Business Valuation, Securities, Series 7, Fixed Income, IPO, Bloomberg, Asset Allocation, Strategic Financial..., Investment Advisory, Investment Management, Equity Capital Markets
Education
Washington University in St. Louis 1988 — 1990
Southeast Missouri State University - Harrison College of Business 1983 — 1987
BS, Accounting
Gordon Pollock Gordon Pollock's Avondale Partners Experience November 2010 - February 2013
Job Managing Member at Pollock Partners, LLC
Industry Management Consulting
Experience
Pollock Partners, LLC April 2013 - Present
Towne Park 2007 - Present
Cumberland Heights February 2014 - Present
Pegasus Solutions April 2014 - December 2014
Avondale Partners November 2010 - February 2013
Morgan Joseph & Co. April 2006 - November 2010
SunTrust Robinson Humphrey September 1997 - March 2006
Accenture June 1993 - September 1995
Skills
Private Equity, Mergers, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Venture Capital, Capital Markets, Strategy, Management, Finance, Corporate Development, M&A experience, Financial Modeling, Investments, Alternative Investments, Hedge Funds, Equity Research, IPO, Corporate Finance, Business Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA
Williams College 1985 — 1989
Bachelor of Arts (BA), History
Pollock Partners, LLC April 2013 - Present
Towne Park 2007 - Present
Cumberland Heights February 2014 - Present
Pegasus Solutions April 2014 - December 2014
Avondale Partners November 2010 - February 2013
Morgan Joseph & Co. April 2006 - November 2010
SunTrust Robinson Humphrey September 1997 - March 2006
Accenture June 1993 - September 1995
Skills
Private Equity, Mergers, Valuation, Investment Banking, Due Diligence, Mergers & Acquisitions, Venture Capital, Capital Markets, Strategy, Management, Finance, Corporate Development, M&A experience, Financial Modeling, Investments, Alternative Investments, Hedge Funds, Equity Research, IPO, Corporate Finance, Business Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA
Williams College 1985 — 1989
Bachelor of Arts (BA), History
John D. Santi, CIMA (R) , GFS (R) John D. Santi, CIMA (R) , GFS (R)'s Avondale Partners Experience March 2015 - Present
Job Managing Director Avondale Partners
Industry Financial Services
Experience
Avondale Partners March 2015 - Present
Lexington Family Office August 2013 - March 2015
Santi Company, LLC January 2006 - August 2013
Mohonk Partners January 2006 - June 2012
Regional and International Investment Firm January 2004 - December 2005
PaineWebber / UBS June 1988 - December 2003
Skills
Portfolio Management, Leadership, Strategic Planning, Investments, Wealth Management, Asset Allocation, Marketing Strategy, Business Strategy, Investment Advisory, Mergers & Acquisitions, Strategy, Business Planning, Management, Hedge Funds, Entrepreneurship, Public Speaking, Investment Banking, Management Consulting, Executive Management, Strategic Financial..., Financial Advisory, Finance, Due Diligence, Financial Analysis, Business Development, Marketing, Risk Management, New Business Development, Small Business, Wealth Management..., Financial Planning
Education
The University of Memphis 1981 — 1987
BA, Busines & Sales Major
Training
BBA, Business & Marketing
Avondale Partners March 2015 - Present
Lexington Family Office August 2013 - March 2015
Santi Company, LLC January 2006 - August 2013
Mohonk Partners January 2006 - June 2012
Regional and International Investment Firm January 2004 - December 2005
PaineWebber / UBS June 1988 - December 2003
Skills
Portfolio Management, Leadership, Strategic Planning, Investments, Wealth Management, Asset Allocation, Marketing Strategy, Business Strategy, Investment Advisory, Mergers & Acquisitions, Strategy, Business Planning, Management, Hedge Funds, Entrepreneurship, Public Speaking, Investment Banking, Management Consulting, Executive Management, Strategic Financial..., Financial Advisory, Finance, Due Diligence, Financial Analysis, Business Development, Marketing, Risk Management, New Business Development, Small Business, Wealth Management..., Financial Planning
Education
The University of Memphis 1981 — 1987
BA, Busines & Sales Major
Training
BBA, Business & Marketing
Henk Hanselaar Henk Hanselaar's Avondale Partners Experience March 2004 - October 2010
Job
Industry Management Consulting
Experience
Divitel December 2013 - Present
Technology Venture Partners 2010 - Present
Hanselaar & Associates, Inc. 2005 - Present
Quality Online 2010 - 2011
Benchmark Revenue Management 2007 - 2011
CineForm, Inc 2003 - 2011
Avondale Partners March 2004 - October 2010
Trumpet Partners LLC January 2003 - March 2004
DIVA Systems, Inc. September 2000 - January 2003
Hamilton BioVentures January 1999 - September 2000
Skills
Entrepreneurship, Strategic Partnerships, Venture Capital, Business Strategy, Enterprise Software, Strategy, Management, Management Consulting, Leadership, Mergers & Acquisitions, Marketing Strategy, Start-ups, Competitive Analysis, Wealth Management, Business Development, VOD, Program Management, Investment Banking, Mergers, Due Diligence, Digital Video, Telecommunications, Corporate Finance, Private Equity, Product Management, Marketing, Equities, New Business Development, Investments, Corporate Development, Wireless
Education
Harvard Business School 1987 — 1987
PMD
Santa Clara University 1966 — 1968
MBA
University of Oregon 1965 — 1966
BA, Marketing
Nyenrode Business University 1963 — 1965
Divitel December 2013 - Present
Technology Venture Partners 2010 - Present
Hanselaar & Associates, Inc. 2005 - Present
Quality Online 2010 - 2011
Benchmark Revenue Management 2007 - 2011
CineForm, Inc 2003 - 2011
Avondale Partners March 2004 - October 2010
Trumpet Partners LLC January 2003 - March 2004
DIVA Systems, Inc. September 2000 - January 2003
Hamilton BioVentures January 1999 - September 2000
Skills
Entrepreneurship, Strategic Partnerships, Venture Capital, Business Strategy, Enterprise Software, Strategy, Management, Management Consulting, Leadership, Mergers & Acquisitions, Marketing Strategy, Start-ups, Competitive Analysis, Wealth Management, Business Development, VOD, Program Management, Investment Banking, Mergers, Due Diligence, Digital Video, Telecommunications, Corporate Finance, Private Equity, Product Management, Marketing, Equities, New Business Development, Investments, Corporate Development, Wireless
Education
Harvard Business School 1987 — 1987
PMD
Santa Clara University 1966 — 1968
MBA
University of Oregon 1965 — 1966
BA, Marketing
Nyenrode Business University 1963 — 1965
Steven Glasgow, CFA, CIMA, AIF, PRP Steven Glasgow, CFA, CIMA, AIF, PRP's Avondale Partners Experience March 2009 - Present
Job Sr. Vice President at Avondale Partners
Industry Financial Services
Experience
Avondale Partners March 2009 - Present
Stanford Group Company September 2008 - February 2009
Wachovia, A Wells Fargo Company April 2004 - August 2008
Morgan Stanley March 2000 - May 2004
Painewebber Inc 1990 - 2000
Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Series 7, Series 63, 401k, Pensions, Investment Advisory, Alternative Investments, Securities, Asset Management, ERISA, Financial Planning, Defined Benefit, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Finance, Financial Services, Financial Analysis, Asset, Institutional, Equities, Investment Management, Bonds, Due Diligence, Employee Benefits, Fixed Annuities, Private Equity, Capital Markets, Insurance, Risk Management, FINRA, Valuation, Financial Modeling, Mergers, Relationship Management, Estate Planning, ETFs
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA, Finance, General
Auburn University 1985 — 1989
Bachelor of Science, Finance
Avondale Partners March 2009 - Present
Stanford Group Company September 2008 - February 2009
Wachovia, A Wells Fargo Company April 2004 - August 2008
Morgan Stanley March 2000 - May 2004
Painewebber Inc 1990 - 2000
Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Series 7, Series 63, 401k, Pensions, Investment Advisory, Alternative Investments, Securities, Asset Management, ERISA, Financial Planning, Defined Benefit, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Finance, Financial Services, Financial Analysis, Asset, Institutional, Equities, Investment Management, Bonds, Due Diligence, Employee Benefits, Fixed Annuities, Private Equity, Capital Markets, Insurance, Risk Management, FINRA, Valuation, Financial Modeling, Mergers, Relationship Management, Estate Planning, ETFs
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA, Finance, General
Auburn University 1985 — 1989
Bachelor of Science, Finance
David C. Wells, Jr.'s Avondale Partners Experience 2006 - 2009
Job Managing Partner at Hanson Wells Partners
Industry Investment Management
Experience
Hanson Wells Partners 2012 - Present
Thompson Research Group 2009 - 2012
Avondale Partners 2006 - 2009
Accenture 2005 - 2006
Education
Wake Forest University 2001 — 2005
BS
Northwestern University - Kellogg School of Management
Executive Education - Governance
Hanson Wells Partners 2012 - Present
Thompson Research Group 2009 - 2012
Avondale Partners 2006 - 2009
Accenture 2005 - 2006
Education
Wake Forest University 2001 — 2005
BS
Northwestern University - Kellogg School of Management
Executive Education - Governance
Josh Anderson's Avondale Partners Experience 2004 - 2005
Job Owner, The Anderson Group Real Estate Services
Industry Real Estate
Experience
The Anderson Group Real Estate 2006 - Present
Keller Williams Realty 2006 - Present
Nashville Chamber of Commerce 2006 - 2008
US Army May 1998 - May 2006
Independence Trust Company April 2005 - March 2006
Avondale Partners 2004 - 2005
Skills
Real Estate, Investments, Investment Properties, Marketing, Real Estate Transactions, Financial Analysis, Strategic Planning, Finance, Valuation, Luxury, Asset Managment, Marketing Strategy, Healthcare, Strategic Consulting, Economics, Online Advertising, Competitive Analysis, Sales, Residential Homes, First Time Home Buyers, Contract Negotiation, Leadership, Selling, Asset Management, Entrepreneurship, Sellers, Budgets, Negotiation, Buyer Representation, Relocation, Foreclosures, Property, Email Marketing, Referrals, Mortgage Lending, Investors, Short Sales, REO, Single Family Homes, Condos, New Home Sales, Buyers
Education
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
Bachelor of Science (BS), International Trade and Finance
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
BS, International Business/Trade/Commerce
Alexandria Senior High School 1995 — 1998
The Anderson Group Real Estate 2006 - Present
Keller Williams Realty 2006 - Present
Nashville Chamber of Commerce 2006 - 2008
US Army May 1998 - May 2006
Independence Trust Company April 2005 - March 2006
Avondale Partners 2004 - 2005
Skills
Real Estate, Investments, Investment Properties, Marketing, Real Estate Transactions, Financial Analysis, Strategic Planning, Finance, Valuation, Luxury, Asset Managment, Marketing Strategy, Healthcare, Strategic Consulting, Economics, Online Advertising, Competitive Analysis, Sales, Residential Homes, First Time Home Buyers, Contract Negotiation, Leadership, Selling, Asset Management, Entrepreneurship, Sellers, Budgets, Negotiation, Buyer Representation, Relocation, Foreclosures, Property, Email Marketing, Referrals, Mortgage Lending, Investors, Short Sales, REO, Single Family Homes, Condos, New Home Sales, Buyers
Education
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
Bachelor of Science (BS), International Trade and Finance
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
BS, International Business/Trade/Commerce
Alexandria Senior High School 1995 — 1998
Brennan Brown Brennan Brown's Avondale Partners Experience September 2013 - December 2013
Job Business Valuation Associate at Deloitte
Industry Financial Services
Experience
Deloitte Transactions and Business Analytics LLP September 2014 - Present
Kids Unlimited; C.H.E.C.K. (Computers Helping to Educate Community Kids) August 2008 - Present
Chicago Quantitative Alliance October 2013 - March 2014
Avondale Partners September 2013 - December 2013
Wiley Bros.- Aintree Capital LLC May 2013 - July 2013
Camuto Group August 2012 - April 2013
Citi (China) June 2011 - August 2011
Brown Automotive Group June 2008 - August 2009
Skills
Microsoft Excel, Valuation, PowerPoint, Strategy, Financial Modeling, Finance, Equity Research, Marketing, Sales, Public Speaking, Research, Event Planning, Analysis, Bloomberg, Microsoft Office, Investments, Strategic Planning, Corporate Finance, Public Relations, Marketing Strategy, Teamwork, Time Management, Event Management, Fixed Income, Social Skills, Entrepreneurship, Bloomberg Terminal, Economics, E-commerce, Portfolio Management, Consultants, Managerial Finance, Nonprofits, Organization, Tutoring, Writing, Youth Work, Fundraising, Outlook, SharePoint, Hedge Funds, Electronic Trading, FINRA, Alternative Investments
Education
Vanderbilt University 2013 — 2014
MS Finance, Finance, General
Villanova University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Universitat de Barcelona 2011 — 2011
Business and Culture
Fudan University 2011 — 2011
International Business
Deloitte Transactions and Business Analytics LLP September 2014 - Present
Kids Unlimited; C.H.E.C.K. (Computers Helping to Educate Community Kids) August 2008 - Present
Chicago Quantitative Alliance October 2013 - March 2014
Avondale Partners September 2013 - December 2013
Wiley Bros.- Aintree Capital LLC May 2013 - July 2013
Camuto Group August 2012 - April 2013
Citi (China) June 2011 - August 2011
Brown Automotive Group June 2008 - August 2009
Skills
Microsoft Excel, Valuation, PowerPoint, Strategy, Financial Modeling, Finance, Equity Research, Marketing, Sales, Public Speaking, Research, Event Planning, Analysis, Bloomberg, Microsoft Office, Investments, Strategic Planning, Corporate Finance, Public Relations, Marketing Strategy, Teamwork, Time Management, Event Management, Fixed Income, Social Skills, Entrepreneurship, Bloomberg Terminal, Economics, E-commerce, Portfolio Management, Consultants, Managerial Finance, Nonprofits, Organization, Tutoring, Writing, Youth Work, Fundraising, Outlook, SharePoint, Hedge Funds, Electronic Trading, FINRA, Alternative Investments
Education
Vanderbilt University 2013 — 2014
MS Finance, Finance, General
Villanova University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Universitat de Barcelona 2011 — 2011
Business and Culture
Fudan University 2011 — 2011
International Business
Ivan Zgomba Ivan Zgomba's Avondale Partners Experience June 2010 - September 2010
Job Principal at Plug and Play Ventures
Industry Venture Capital & Private Equity
Experience
Plug and Play Tech Center May 2013 - Present
Plug and Play Tech Center September 2010 - May 2013
Avondale Partners June 2010 - September 2010
Southern Illinois University January 2009 - May 2010
Southern Illinois University August 2006 - May 2008
Skills
Start-ups, Venture Capital, Mergers & Acquisitions, Entrepreneurship, Business Development, Investments, Mergers, Strategy, Strategic Partnerships, Corporate Finance, New Business Development, Financial Modeling, Finance, Business Strategy, E-commerce, Mobile Devices, Corporate Development, Venture Financing, M&A experience, Marketing Strategy, Angel Investing, Business Planning, Management Consulting, Due Diligence, Competitive Analysis, International Business, Product Management, Investor Relations, Financial Analysis, IPO, Analytics, Business Modeling, Start-up Ventures, Awesomeness, Strategy Development, Emerging Markets, Private Equity, Executive Management, Valuation, Strategic Consulting, Managerial Finance, Restructuring, Acquisition Integration, Equity Research, Cleantech, Go-to-market Strategy, General Awesomeness
Education
Southern Illinois University, Carbondale 2009 — 2010
MBA, Finance
Southern Illinois University, Carbondale 2005 — 2008
Bachelor of Science in Finance, Finance
Plug and Play Tech Center May 2013 - Present
Plug and Play Tech Center September 2010 - May 2013
Avondale Partners June 2010 - September 2010
Southern Illinois University January 2009 - May 2010
Southern Illinois University August 2006 - May 2008
Skills
Start-ups, Venture Capital, Mergers & Acquisitions, Entrepreneurship, Business Development, Investments, Mergers, Strategy, Strategic Partnerships, Corporate Finance, New Business Development, Financial Modeling, Finance, Business Strategy, E-commerce, Mobile Devices, Corporate Development, Venture Financing, M&A experience, Marketing Strategy, Angel Investing, Business Planning, Management Consulting, Due Diligence, Competitive Analysis, International Business, Product Management, Investor Relations, Financial Analysis, IPO, Analytics, Business Modeling, Start-up Ventures, Awesomeness, Strategy Development, Emerging Markets, Private Equity, Executive Management, Valuation, Strategic Consulting, Managerial Finance, Restructuring, Acquisition Integration, Equity Research, Cleantech, Go-to-market Strategy, General Awesomeness
Education
Southern Illinois University, Carbondale 2009 — 2010
MBA, Finance
Southern Illinois University, Carbondale 2005 — 2008
Bachelor of Science in Finance, Finance
Yonathan Ghebreselasie Yonathan Ghebreselasie's Avondale Partners Experience May 2011 - July 2011
Job Budget Coordinator at State of Tennessee
Industry Higher Education
Experience
State of Tennessee June 2013 - May 2014
YKG Financial LLC October 2011 - November 2012
Avondale Partners May 2011 - July 2011
TVA Investment Challenge August 2010 - December 2010
Skills
Financial Analysis, Financial Modeling, Market Research, Public Policy, Economics, Entrepreneurship, Public Finance, Analytics, Microsoft Excel
Education
Middle Tennessee State University 2007 — 2010
B.B.A., Business Finance
State of Tennessee June 2013 - May 2014
YKG Financial LLC October 2011 - November 2012
Avondale Partners May 2011 - July 2011
TVA Investment Challenge August 2010 - December 2010
Skills
Financial Analysis, Financial Modeling, Market Research, Public Policy, Economics, Entrepreneurship, Public Finance, Analytics, Microsoft Excel
Education
Middle Tennessee State University 2007 — 2010
B.B.A., Business Finance
Brooks Busby Brooks Busby's Avondale Partners Experience June 2014 - July 2014
Job Investment Banking Analyst
Industry Financial Services
Experience
Avondale Partners June 2014 - July 2014
Harbert Management Corporation July 2013 - July 2013
McColl Partners January 2013 - January 2013
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science in Finance
Birmingham-Southern College 2010 — 2014
Bachelor's Degree
Avondale Partners June 2014 - July 2014
Harbert Management Corporation July 2013 - July 2013
McColl Partners January 2013 - January 2013
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science in Finance
Birmingham-Southern College 2010 — 2014
Bachelor's Degree
Andy Patton Andy Patton's Avondale Partners Experience May 2008 - August 2008
Job President & CEO at eClinic Healthcare
Industry Hospital & Health Care
Experience
eClinic Healthcare December 2014 - Present
MedSolutions June 2013 - December 2014
NuSirt Sciences, Inc. December 2012 - June 2013
Mountain Group Capital, LLC March 2010 - March 2013
Clayton Associates, FCA Venture Partners May 2009 - March 2010
Avondale Partners May 2008 - August 2008
New Constructs, LLC February 2006 - November 2007
Redeemer Classical Christian School August 2004 - August 2005
Christ Presbyterian Academy August 2002 - August 2004
Skills
Financial Modeling, Corporate Finance, Investments, Financial Analysis, Valuation, Equity Research, Venture Capital, Start-ups, Business Valuation, Equity Valuation, Financial Reporting, Mergers & Acquisitions, Due Diligence, Capital Markets, Equities, Private Equity, Strategy, Economics, DCF, Finance, Bloomberg, Investment Banking, Competitive Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
M.B.A., Finance
St. John's College 2004 — 2005
M.A. in Liberal Arts, Philosophy
University of Tennessee-Knoxville 1996 — 2001
BA, Classics
eClinic Healthcare December 2014 - Present
MedSolutions June 2013 - December 2014
NuSirt Sciences, Inc. December 2012 - June 2013
Mountain Group Capital, LLC March 2010 - March 2013
Clayton Associates, FCA Venture Partners May 2009 - March 2010
Avondale Partners May 2008 - August 2008
New Constructs, LLC February 2006 - November 2007
Redeemer Classical Christian School August 2004 - August 2005
Christ Presbyterian Academy August 2002 - August 2004
Skills
Financial Modeling, Corporate Finance, Investments, Financial Analysis, Valuation, Equity Research, Venture Capital, Start-ups, Business Valuation, Equity Valuation, Financial Reporting, Mergers & Acquisitions, Due Diligence, Capital Markets, Equities, Private Equity, Strategy, Economics, DCF, Finance, Bloomberg, Investment Banking, Competitive Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
M.B.A., Finance
St. John's College 2004 — 2005
M.A. in Liberal Arts, Philosophy
University of Tennessee-Knoxville 1996 — 2001
BA, Classics
Christiane Cottrell McNamara Christiane Cottrell McNamara's Avondale Partners Experience 1991 - 1994
Job Associate at Dudley & Shanley LLC
Industry Investment Management
Experience
Dudley & Shanley LLC 2002 - Present
Robert A. Stanger & Co. 1996 - 2002
Avondale Partners 1991 - 1994
Morgan Stanley 1989 - 1991
Morgan Stanley 1986 - 1989
ExxonMobil 1984 - 1986
ExxonMobil 1981 - 1984
Education
Lafayette College 1977 — 1981
Bachelor of Science (B.S.), Chemical Engineering
Rumson-Fair Haven Regional High School 1973 — 1977
Dudley & Shanley LLC 2002 - Present
Robert A. Stanger & Co. 1996 - 2002
Avondale Partners 1991 - 1994
Morgan Stanley 1989 - 1991
Morgan Stanley 1986 - 1989
ExxonMobil 1984 - 1986
ExxonMobil 1981 - 1984
Education
Lafayette College 1977 — 1981
Bachelor of Science (B.S.), Chemical Engineering
Rumson-Fair Haven Regional High School 1973 — 1977
Halee Watel Halee Watel's Avondale Partners Experience June 2013 - August 2013
Job Account Management Associate at PartnersInWealth, Inc.
Industry Financial Services
Experience
PartnersInWealth, Inc. September 2014 - Present
LBMC February 2014 - June 2014
Avondale Partners June 2013 - August 2013
Gerson Lehrman Group June 2012 - August 2012
Chapwood Capital Investment Management May 2012 - June 2012
Navy Federal Credit Union June 2011 - August 2011
Skills
Microsoft Excel, Spanish, Microsoft Office, Capital IQ, Bloomberg Terminal, Equity Research Analysis, Entrepreneurship, Management, Microsoft Word, Financial Modeling, Data Analysis, Research, PowerPoint, Social Media, Financial Analysis, Public Speaking, Analysis, Market Research
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts, Business and Finance, Spanish
Universidade de São Paulo 2011 — 2011
Bachelor of Science, Animal Behavior and Rainforest Biodiversity
Universitat de Pompeu Fabra 2011 — 2011
Bachelor of Arts, Spanish
PartnersInWealth, Inc. September 2014 - Present
LBMC February 2014 - June 2014
Avondale Partners June 2013 - August 2013
Gerson Lehrman Group June 2012 - August 2012
Chapwood Capital Investment Management May 2012 - June 2012
Navy Federal Credit Union June 2011 - August 2011
Skills
Microsoft Excel, Spanish, Microsoft Office, Capital IQ, Bloomberg Terminal, Equity Research Analysis, Entrepreneurship, Management, Microsoft Word, Financial Modeling, Data Analysis, Research, PowerPoint, Social Media, Financial Analysis, Public Speaking, Analysis, Market Research
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts, Business and Finance, Spanish
Universidade de São Paulo 2011 — 2011
Bachelor of Science, Animal Behavior and Rainforest Biodiversity
Universitat de Pompeu Fabra 2011 — 2011
Bachelor of Arts, Spanish
Daniel Owczarski Daniel Owczarski's Avondale Partners Experience January 2008 - July 2011
Job N. American Healthcare Research Global Lead at Accenture
Industry Hospital & Health Care
Experience
Accenture January 2014 - Present
DISCERN August 2011 - December 2013
Avondale Partners January 2008 - July 2011
Belmont Harbor Capital/Research April 2002 - December 2007
KPMG - Healthcare Consulting May 1992 - August 1999
Skills
Hedge Funds, Financial Modeling, Strategy, Equities, Capital Markets, Valuation, Data Analysis, Finance, Venture Capital, Analytics, Market Analysis, Investments, Management, Financial Analysis, Mergers & Acquisitions, Strategic Planning
Education
University of Illinois at Chicago 1990 — 1992
MBA, Finance, Health Administration
University of Illinois
BA, Economics
Accenture January 2014 - Present
DISCERN August 2011 - December 2013
Avondale Partners January 2008 - July 2011
Belmont Harbor Capital/Research April 2002 - December 2007
KPMG - Healthcare Consulting May 1992 - August 1999
Skills
Hedge Funds, Financial Modeling, Strategy, Equities, Capital Markets, Valuation, Data Analysis, Finance, Venture Capital, Analytics, Market Analysis, Investments, Management, Financial Analysis, Mergers & Acquisitions, Strategic Planning
Education
University of Illinois at Chicago 1990 — 1992
MBA, Finance, Health Administration
University of Illinois
BA, Economics
Douglas M. Lane Douglas M. Lane's Avondale Partners Experience October 2002 - July 2007
Job Independent Investor
Industry Financial Services
Experience
Kristin Lane Agency June 2011 - Present
Jefferies & Company August 2007 - June 2011
Avondale Partners October 2002 - July 2007
Merrill Lynch December 1992 - June 2001
PNC Bank September 1989 - December 1992
Skills
Equities, Investments, Strategic Communications, Bloomberg, Securities, Series 7, Financial Modeling
Education
Loyola College in Maryland 1987 — 1989
MBA, Finance
University of Richmond 1978 — 1982
BSBA, Management Systems, Economics
McDonogh School 1966 — 1978
Kristin Lane Agency June 2011 - Present
Jefferies & Company August 2007 - June 2011
Avondale Partners October 2002 - July 2007
Merrill Lynch December 1992 - June 2001
PNC Bank September 1989 - December 1992
Skills
Equities, Investments, Strategic Communications, Bloomberg, Securities, Series 7, Financial Modeling
Education
Loyola College in Maryland 1987 — 1989
MBA, Finance
University of Richmond 1978 — 1982
BSBA, Management Systems, Economics
McDonogh School 1966 — 1978
Eric Bergesen Eric Bergesen's Avondale Partners Experience May 2001 - April 2003
Job
Industry Financial Services
Experience
Medalogix August 2014 - Present
Martlet Advisors, LLC November 2007 - July 2014
cicayda llc January 2013 - May 2014
Rodefer Moss & Co, PLLC February 2008 - April 2013
2nd Generation Capital August 2003 - November 2007
Avondale Partners May 2001 - April 2003
SunTrust Equitable Securities May 2000 - May 2001
IEM June 1997 - July 1998
Catholic High School August 1995 - June 1997
henry james review 1993 - 1995
Skills
Mergers, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking, Venture Capital, Business Valuation, Capital Markets, Equities, Financial Analysis, M&A experience, Investments, LBO, Finance, Business Strategy, Strategy, Corporate Development, Alternative Investments, Start-ups, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Louisiana State University 1992 — 1995
MA, English
Cornell University 1985 — 1990
BA, English, Economics
Medalogix August 2014 - Present
Martlet Advisors, LLC November 2007 - July 2014
cicayda llc January 2013 - May 2014
Rodefer Moss & Co, PLLC February 2008 - April 2013
2nd Generation Capital August 2003 - November 2007
Avondale Partners May 2001 - April 2003
SunTrust Equitable Securities May 2000 - May 2001
IEM June 1997 - July 1998
Catholic High School August 1995 - June 1997
henry james review 1993 - 1995
Skills
Mergers, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investment Banking, Venture Capital, Business Valuation, Capital Markets, Equities, Financial Analysis, M&A experience, Investments, LBO, Finance, Business Strategy, Strategy, Corporate Development, Alternative Investments, Start-ups, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Louisiana State University 1992 — 1995
MA, English
Cornell University 1985 — 1990
BA, English, Economics
Denise Wilder Warren Denise Wilder Warren's Avondale Partners Experience 2001 - 2005
Job Executive Vice President & Chief Financial Officer at Capella Healthcare, Inc.
Industry Hospital & Health Care
Experience
Capella Healthcare, Inc. October 2005 - Present
Avondale Partners 2001 - 2005
Gaylord Entertainment Company 2000 - 2001
Skills
Corporate Finance, Financial Reporting, Financial Modeling, Risk Management, Accounting, Financial Accounting, Treasury, Debt & Equity Capital..., Mergers & Acquisitions, Divestitures, Reits, Investor Relations, Internal Audit, Human Resources, Management, Leadership, Strategic Planning
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA)
Southern Methodist University 1990 — 1992
Bachelor of Science (BS), Economics, 3.97/4.00
Capella Healthcare, Inc. October 2005 - Present
Avondale Partners 2001 - 2005
Gaylord Entertainment Company 2000 - 2001
Skills
Corporate Finance, Financial Reporting, Financial Modeling, Risk Management, Accounting, Financial Accounting, Treasury, Debt & Equity Capital..., Mergers & Acquisitions, Divestitures, Reits, Investor Relations, Internal Audit, Human Resources, Management, Leadership, Strategic Planning
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA)
Southern Methodist University 1990 — 1992
Bachelor of Science (BS), Economics, 3.97/4.00
Brad Weafer, CFA Brad Weafer, CFA's Avondale Partners Experience October 2010 - February 2011
Job Director of Research at Boston Financial Management, Inc.
Industry Investment Management
Experience
Boston Financial Management, Inc. June 2011 - Present
Babson College Fund August 2010 - May 2011
Avondale Partners October 2010 - February 2011
Mercer July 2001 - May 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Masters in Business, Concentration in Finance and Investments
University of Vermont 1997 — 2001
Bachelors, Economics, Business
Boston Financial Management, Inc. June 2011 - Present
Babson College Fund August 2010 - May 2011
Avondale Partners October 2010 - February 2011
Mercer July 2001 - May 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Masters in Business, Concentration in Finance and Investments
University of Vermont 1997 — 2001
Bachelors, Economics, Business
Roman Levytskyy's Avondale Partners Experience January 2011 - April 2011
Job Medical Science Liaison (MSL), Medical Advisor, Research Scientist
Industry Pharmaceuticals
Experience
University of Nebraska–Lincoln January 2015 - Present
Merck July 2013 - January 2015
Phage Pharmaceuticals, Inc. September 2011 - January 2013
MedDx Capital Advisors April 2011 - September 2011
Tech Coast Angels March 2011 - August 2011
Avondale Partners January 2011 - April 2011
San Diego State University September 2005 - December 2010
Lviv Ivan Franko National University September 2003 - August 2005
Budvyrib July 2004 - October 2004
Skills
Biotechnology, Competitive Analysis, Strategy, Market Research, Due Diligence, Pharmaceutical Industry, Lifesciences, Market Analysis, Business Strategy, Business Development, Financial Modeling, Product Management, Project Management, Business Planning, New Business Development, Licensing, Medical Devices, Licensing Negotiations, Valuation, Financial Analysis, Strategic Partnerships, Technology Evaluation, Cold Calling, Business Valuation, Corporate Development, Product Launch, Salesforce.com, Marketing Research, Contract Management, DCF, Comparable Analysis, Product Strategies, Outside Sales, Public Speaking
Education
San Diego State University-California State University 2005 — 2012
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology
University of California, San Diego 2005 — 2012
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology
San Diego State University-California State University 2006 — 2009
Master of Business Administration (M.B.A.), Marketing
Lviv Ivan Franko National University 2003 — 2005
Master’s Degree, Economics
Lviv Ivan Franko National University 2003 — 2004
Master’s Degree, Biochemistry
Lviv Ivan Franko National University 1999 — 2003
Bachelor’s Degree, Biochemistry
University of Nebraska–Lincoln January 2015 - Present
Merck July 2013 - January 2015
Phage Pharmaceuticals, Inc. September 2011 - January 2013
MedDx Capital Advisors April 2011 - September 2011
Tech Coast Angels March 2011 - August 2011
Avondale Partners January 2011 - April 2011
San Diego State University September 2005 - December 2010
Lviv Ivan Franko National University September 2003 - August 2005
Budvyrib July 2004 - October 2004
Skills
Biotechnology, Competitive Analysis, Strategy, Market Research, Due Diligence, Pharmaceutical Industry, Lifesciences, Market Analysis, Business Strategy, Business Development, Financial Modeling, Product Management, Project Management, Business Planning, New Business Development, Licensing, Medical Devices, Licensing Negotiations, Valuation, Financial Analysis, Strategic Partnerships, Technology Evaluation, Cold Calling, Business Valuation, Corporate Development, Product Launch, Salesforce.com, Marketing Research, Contract Management, DCF, Comparable Analysis, Product Strategies, Outside Sales, Public Speaking
Education
San Diego State University-California State University 2005 — 2012
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology
University of California, San Diego 2005 — 2012
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology
San Diego State University-California State University 2006 — 2009
Master of Business Administration (M.B.A.), Marketing
Lviv Ivan Franko National University 2003 — 2005
Master’s Degree, Economics
Lviv Ivan Franko National University 2003 — 2004
Master’s Degree, Biochemistry
Lviv Ivan Franko National University 1999 — 2003
Bachelor’s Degree, Biochemistry
Elizabeth Hively's Avondale Partners Experience June 2014 - July 2014
Job Student at Vanderbilt University, Owen Graduate School of Management
Industry Financial Services
Experience
Avondale Partners June 2014 - July 2014
Missouri House of Representatives- Representative Jason Smith January 2013 - May 2013
Missouri House of Representatives- Representative Ellen Brandom January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Customer Service, Economics, English, Accounting
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
University of Missouri-Columbia, College of Business 2010 — 2014
Bachelor's Degree, Finance and Economics
Avondale Partners June 2014 - July 2014
Missouri House of Representatives- Representative Jason Smith January 2013 - May 2013
Missouri House of Representatives- Representative Ellen Brandom January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Customer Service, Economics, English, Accounting
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
University of Missouri-Columbia, College of Business 2010 — 2014
Bachelor's Degree, Finance and Economics
Kyle Guske II Kyle Guske II's Avondale Partners Experience January 2013 - May 2013
Job Investment Analyst
Industry Financial Services
Experience
New Constructs January 2014 - Present
Jimmy John's September 2011 - August 2014
Avondale Partners January 2013 - May 2013
1784 Holdings, LLC June 2012 - December 2012
Skills
Leadership, Teamwork, People Skills
Education
Belmont University - Jack C. Massey Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance
Belmont University 2009 — 2013
Bachelor of Business Administration, Management and Finance
Independence High School 2005 — 2009
New Constructs January 2014 - Present
Jimmy John's September 2011 - August 2014
Avondale Partners January 2013 - May 2013
1784 Holdings, LLC June 2012 - December 2012
Skills
Leadership, Teamwork, People Skills
Education
Belmont University - Jack C. Massey Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance
Belmont University 2009 — 2013
Bachelor of Business Administration, Management and Finance
Independence High School 2005 — 2009
Fred Lowrance, CFA Fred Lowrance, CFA's Avondale Partners Experience April 2008 - April 2015
Job Portfolio Manager at Lee, Danner & Bass, Inc.
Industry Investment Management
Experience
Lee, Danner & Bass, Inc. - Investment Counsel May 2015 - Present
Avondale Partners April 2008 - April 2015
Sterling Capital Management 2004 - 2008
Banc of America Capital Management 1999 - 2004
Skills
Valuation, Equity Research, Bloomberg, Equities, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Financial Statement..., Business Valuation, Equity Valuation, Due Diligence, Investment Management, Portfolio Management, Business Development, Chartered Financial..., Asset Management, Investments
Education
Davidson College 1995 — 1999
BA, Economics
Lee, Danner & Bass, Inc. - Investment Counsel May 2015 - Present
Avondale Partners April 2008 - April 2015
Sterling Capital Management 2004 - 2008
Banc of America Capital Management 1999 - 2004
Skills
Valuation, Equity Research, Bloomberg, Equities, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Financial Statement..., Business Valuation, Equity Valuation, Due Diligence, Investment Management, Portfolio Management, Business Development, Chartered Financial..., Asset Management, Investments
Education
Davidson College 1995 — 1999
BA, Economics
Ronke Oyekunle's Avondale Partners Experience August 2014 - October 2014
Job Investment Banking Analyst at Jefferies
Industry Banking
Experience
Jefferies June 2015 - Present
Avondale Partners August 2014 - October 2014
Brown Brothers Harriman January 2014 - June 2014
Cross of Light Church September 2005 - June 2014
Telefund March 2012 - September 2012
The Tufts Daily September 2010 - May 2011
Skills
Advertising, Research, Fundraising, Community Outreach, PowerPoint, Social Media, International Relations, Event Planning, Microsoft Office, Editing, Nonprofits, Public Speaking, Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science (M.Sc.), Finance, General
Tufts University 2008 — 2013
Bachelor of Arts (B.A.), Economics and Chinese, Major GPA: 3.4
Zhejiang University 2011 — 2011
Study Abroad Program, Chinese
Phillips Exeter Academy 2005 — 2008
Diploma, Regular/General High School/Secondary Diploma Program
Jefferies June 2015 - Present
Avondale Partners August 2014 - October 2014
Brown Brothers Harriman January 2014 - June 2014
Cross of Light Church September 2005 - June 2014
Telefund March 2012 - September 2012
The Tufts Daily September 2010 - May 2011
Skills
Advertising, Research, Fundraising, Community Outreach, PowerPoint, Social Media, International Relations, Event Planning, Microsoft Office, Editing, Nonprofits, Public Speaking, Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science (M.Sc.), Finance, General
Tufts University 2008 — 2013
Bachelor of Arts (B.A.), Economics and Chinese, Major GPA: 3.4
Zhejiang University 2011 — 2011
Study Abroad Program, Chinese
Phillips Exeter Academy 2005 — 2008
Diploma, Regular/General High School/Secondary Diploma Program
Pete Nicholson Pete Nicholson's Avondale Partners Experience January 2011 - April 2011
Job Head of Pricing Analytics | Autodesk
Industry Computer Software
Experience
Autodesk January 2015 - Present
salesforce.com September 2014 - January 2015
salesforce.com October 2013 - September 2014
salesforce.com February 2013 - October 2013
Salesforce.com October 2011 - February 2013
Vanderbilt University August 2009 - May 2011
Avondale Partners January 2011 - April 2011
Madison Street Partners May 2010 - August 2010
Stonehill Group, LLP April 2009 - August 2009
ServiceSource January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, Business Objects, M&A due diligence, FactSet, Capital IQ, BlueMatrix, Salesforce.com, Oracle, Siebel, Forecasting, Asset Management, Data Management, Team Management, Hedge Funds, Equities, Financial Analysis, Financial Modeling, Competitive Analysis, Business Analysis, Business Strategy, Data Analysis, Business Planning, Due Diligence, Investments, New Business Development, Pricing, Market Research, Entrepreneurship, Account Management, Start-ups, Strategic Planning, Customer Relations, Mergers, Business Intelligence, Strategy Development, Accounting, SaaS, Analytics, Analysis, Financial Planning, Sales Support, Budgeting, Sales Management, Corporate Finance, Finance, Revenue Analysis, Budgets, Strategy, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance and Accounting
University of Colorado Boulder 2000 — 2004
B.S., Finance, Management, Philosophy
University of Colorado Boulder - Leeds School of Business 2000 — 2004
B.S., Finance, Management, Philosophy
Minnetoka High School 1996 — 2000
Mounds View High School 1996 — 2000
Autodesk January 2015 - Present
salesforce.com September 2014 - January 2015
salesforce.com October 2013 - September 2014
salesforce.com February 2013 - October 2013
Salesforce.com October 2011 - February 2013
Vanderbilt University August 2009 - May 2011
Avondale Partners January 2011 - April 2011
Madison Street Partners May 2010 - August 2010
Stonehill Group, LLP April 2009 - August 2009
ServiceSource January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, Business Objects, M&A due diligence, FactSet, Capital IQ, BlueMatrix, Salesforce.com, Oracle, Siebel, Forecasting, Asset Management, Data Management, Team Management, Hedge Funds, Equities, Financial Analysis, Financial Modeling, Competitive Analysis, Business Analysis, Business Strategy, Data Analysis, Business Planning, Due Diligence, Investments, New Business Development, Pricing, Market Research, Entrepreneurship, Account Management, Start-ups, Strategic Planning, Customer Relations, Mergers, Business Intelligence, Strategy Development, Accounting, SaaS, Analytics, Analysis, Financial Planning, Sales Support, Budgeting, Sales Management, Corporate Finance, Finance, Revenue Analysis, Budgets, Strategy, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance and Accounting
University of Colorado Boulder 2000 — 2004
B.S., Finance, Management, Philosophy
University of Colorado Boulder - Leeds School of Business 2000 — 2004
B.S., Finance, Management, Philosophy
Minnetoka High School 1996 — 2000
Mounds View High School 1996 — 2000
Kristin Casarrubias's Avondale Partners Experience August 2015 - Present
Job Project Manager, Equity Research at Avondale Partners
Industry Investment Management
Experience
Avondale Partners August 2015 - Present
Avondale Partners January 2015 - August 2015
Columbus Circle Investors September 2009 - August 2014
Columbus Circle Investors December 2007 - September 2009
Skills
Research, Financial Analysis, Corporate Finance, Entrepreneurship, Marketing, Equity Research, FactSet, Finance, Equities, Copy Editing, Thomson One Analytics, Budgeting & Forecasting, Wonda (William O'Neil...
Education
University of Connecticut-Stamford 2009 — 2013
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Fairfield University 2003 — 2007
Bachelor of Arts, Studio Art & English
Avondale Partners August 2015 - Present
Avondale Partners January 2015 - August 2015
Columbus Circle Investors September 2009 - August 2014
Columbus Circle Investors December 2007 - September 2009
Skills
Research, Financial Analysis, Corporate Finance, Entrepreneurship, Marketing, Equity Research, FactSet, Finance, Equities, Copy Editing, Thomson One Analytics, Budgeting & Forecasting, Wonda (William O'Neil...
Education
University of Connecticut-Stamford 2009 — 2013
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Fairfield University 2003 — 2007
Bachelor of Arts, Studio Art & English
Tom Divinnie's Avondale Partners Experience January 2015 - September 2015
Job Business Development at naviHealth, Inc.
Industry Hospital & Health Care
Experience
naviHealth, Inc. September 2015 - Present
Avondale Partners January 2015 - September 2015
Avondale Partners, LLC April 2013 - January 2015
Ernst & Young, LLP January 2012 - March 2013
Ernst & Young, LLP January 2011 - March 2011
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Economics, Microsoft Excel
Education
Davidson College 2006 — 2010
B.A., Economics
Wake Forest University, Schools of Business 2010 — 2011
Master’s Degree, Accountancy
naviHealth, Inc. September 2015 - Present
Avondale Partners January 2015 - September 2015
Avondale Partners, LLC April 2013 - January 2015
Ernst & Young, LLP January 2012 - March 2013
Ernst & Young, LLP January 2011 - March 2011
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Economics, Microsoft Excel
Education
Davidson College 2006 — 2010
B.A., Economics
Wake Forest University, Schools of Business 2010 — 2011
Master’s Degree, Accountancy
Matthew Wiltshire Matthew Wiltshire's Avondale Partners Experience April 2005 - May 2011
Job Director of the Mayor's Office of Economic and Community Development at Metro Government
Industry Government Administration
Experience
Metro Government May 2011 - Present
NEST-TN July 2010 - May 2011
Avondale Partners April 2005 - May 2011
Compass Advisers LLP January 2004 - March 2005
Greenbridge Partners August 1999 - December 2004
Montgomery Securities (later Banc of America Securities) July 1996 - July 1999
Skills
Valuation, Mergers, Private Equity, Event Management, Venture Capital, Public Policy, Strategic Planning, Government, Financial Analysis, Community Development, Budgets, Analysis, Business Development, Community Outreach, Corporate Development, Corporate Finance, Due Diligence, Economics, Entrepreneurship, Financial Modeling, Grant Writing, Investments, Leadership Development, Management Consulting, Mergers, Nonprofits, Policy, Program Development, Program Management, Public Speaking, Project Management, Recruiting, Small Business, Start-ups, Strategic Financial..., Strategy, Leadership
Education
Dartmouth College 1992 — 1996
AB, Government and Environmental Studies
Hume-Fogg Academic High School 1988 — 1992
Metro Government May 2011 - Present
NEST-TN July 2010 - May 2011
Avondale Partners April 2005 - May 2011
Compass Advisers LLP January 2004 - March 2005
Greenbridge Partners August 1999 - December 2004
Montgomery Securities (later Banc of America Securities) July 1996 - July 1999
Skills
Valuation, Mergers, Private Equity, Event Management, Venture Capital, Public Policy, Strategic Planning, Government, Financial Analysis, Community Development, Budgets, Analysis, Business Development, Community Outreach, Corporate Development, Corporate Finance, Due Diligence, Economics, Entrepreneurship, Financial Modeling, Grant Writing, Investments, Leadership Development, Management Consulting, Mergers, Nonprofits, Policy, Program Development, Program Management, Public Speaking, Project Management, Recruiting, Small Business, Start-ups, Strategic Financial..., Strategy, Leadership
Education
Dartmouth College 1992 — 1996
AB, Government and Environmental Studies
Hume-Fogg Academic High School 1988 — 1992
Lance S. Bell's Avondale Partners Experience May 2012 - Present
Job Director, Avondale Partners
Industry Investment Banking
Experience
Avondale Partners May 2012 - Present
P&M Corporate Finance March 2010 - April 2012
Houlihan Lokey 2009 - 2009
McColl Partners, LLC 2008 - 2009
Frost Brown Todd 2003 - 2006
Skills
Mergers, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Corporate Law, Valuation, Business Strategy, Mergers & Acquisitions, Equities, Corporate Development, M&A experience, LBO, Business Valuation, Investments, Equity Research, Due Diligence, Private Equity
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Entrepreneurship, Accounting
Vanderbilt University Law School 2000 — 2003
J.D.
Transylvania University 1996 — 2000
B.A., Accounting
Male High School 1992 — 1996
Avondale Partners May 2012 - Present
P&M Corporate Finance March 2010 - April 2012
Houlihan Lokey 2009 - 2009
McColl Partners, LLC 2008 - 2009
Frost Brown Todd 2003 - 2006
Skills
Mergers, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Corporate Law, Valuation, Business Strategy, Mergers & Acquisitions, Equities, Corporate Development, M&A experience, LBO, Business Valuation, Investments, Equity Research, Due Diligence, Private Equity
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Entrepreneurship, Accounting
Vanderbilt University Law School 2000 — 2003
J.D.
Transylvania University 1996 — 2000
B.A., Accounting
Male High School 1992 — 1996
Catherine Ramsey Catherine Ramsey's Avondale Partners Experience May 2011 - August 2011
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Medical Devices
Experience
Robert W. Baird & Co. October 2014 - Present
Medtronic October 2013 - October 2014
Pathfinder Technologies September 2012 - October 2013
Avondale Partners May 2011 - August 2011
Vanderbilt University Medical Center June 2009 - August 2009
Vanderbilt University Medical Center June 2007 - July 2007
Vanderbilt University Medical Center January 2007 - January 2007
Skills
Matlab, Microsoft Excel, Analysis, Laboratory, Research, Financial Modeling, Biomedical Engineering, Data Analysis, Medical Imaging, Clinical Research, Cell, Product Development, Lifesciences, FDA
Education
Duke University
Bachelor of Science (BS), Biomedical/Medical Engineering
Queen Mary, U. of London
Harpeth Hall School
Robert W. Baird & Co. October 2014 - Present
Medtronic October 2013 - October 2014
Pathfinder Technologies September 2012 - October 2013
Avondale Partners May 2011 - August 2011
Vanderbilt University Medical Center June 2009 - August 2009
Vanderbilt University Medical Center June 2007 - July 2007
Vanderbilt University Medical Center January 2007 - January 2007
Skills
Matlab, Microsoft Excel, Analysis, Laboratory, Research, Financial Modeling, Biomedical Engineering, Data Analysis, Medical Imaging, Clinical Research, Cell, Product Development, Lifesciences, FDA
Education
Duke University
Bachelor of Science (BS), Biomedical/Medical Engineering
Queen Mary, U. of London
Harpeth Hall School
Chris Lamprecht Chris Lamprecht's Avondale Partners Experience September 2015 - Present
Job Master of Science in Finance Candidate 2016 Vanderbilt Owen Graduate School of Management
Industry Financial Services
Experience
Avondale Partners September 2015 - Present
Thomas Roulston Investment Partners, Inc. June 2015 - August 2015
Four Pillars Investors April 2015 - July 2015
Fun City Youth Academy September 2014 - November 2014
Northwestern Mutual June 2013 - August 2013
Skills
Finance, Financial Analysis, Portfolio Management, Leadership, Time Management, Investments, Equity Research Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Word, Social Media, Public Speaking, Management, Private Equity, Teamwork
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master of Science (MS), Finance
University of Missouri-Columbia 2013 — 2015
Finance and Banking, 3.64
Avondale Partners September 2015 - Present
Thomas Roulston Investment Partners, Inc. June 2015 - August 2015
Four Pillars Investors April 2015 - July 2015
Fun City Youth Academy September 2014 - November 2014
Northwestern Mutual June 2013 - August 2013
Skills
Finance, Financial Analysis, Portfolio Management, Leadership, Time Management, Investments, Equity Research Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Word, Social Media, Public Speaking, Management, Private Equity, Teamwork
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master of Science (MS), Finance
University of Missouri-Columbia 2013 — 2015
Finance and Banking, 3.64
Chris Hammond, CAIA Chris Hammond, CAIA's Avondale Partners Experience July 2010 - December 2010
Job Healthcare Investor at Surveyor Capital / Citadel LLC
Industry Investment Management
Experience
Citadel LLC August 2015 - Present
Goldman Sachs May 2012 - August 2015
SunTrust Robinson Humphrey April 2011 - May 2012
Avondale Partners July 2010 - December 2010
Columbia Management November 2006 - March 2009
Skills
Valuation, Equity Research, Due Diligence, Financial Analysis, Finance, Derivatives, Financial Modeling, Asset Management, Asset Allocation, Equities, Hedge Funds, Forecasting, Bloomberg, Portfolio Management
Education
Emory University 1999 — 2004
Bachelor of Arts, Psychology; Political Science
Harvard University 2008 — 2009
Graduate Coursework, Economics, Finance
Suffolk University - Sawyer School of Management 2009 — 2010
Master of Science, Finance
CFA Institute, CAIA Association
Citadel LLC August 2015 - Present
Goldman Sachs May 2012 - August 2015
SunTrust Robinson Humphrey April 2011 - May 2012
Avondale Partners July 2010 - December 2010
Columbia Management November 2006 - March 2009
Skills
Valuation, Equity Research, Due Diligence, Financial Analysis, Finance, Derivatives, Financial Modeling, Asset Management, Asset Allocation, Equities, Hedge Funds, Forecasting, Bloomberg, Portfolio Management
Education
Emory University 1999 — 2004
Bachelor of Arts, Psychology; Political Science
Harvard University 2008 — 2009
Graduate Coursework, Economics, Finance
Suffolk University - Sawyer School of Management 2009 — 2010
Master of Science, Finance
CFA Institute, CAIA Association
Jason Cunningham's Avondale Partners Experience August 2009 - January 2012
Job Executive Director, Interactive Gaming Development at MGM Resorts International
Industry Hospitality
Experience
MGM Resorts International April 2015 - Present
MGM Resorts International September 2013 - Present
Caesars Entertainment Corporation June 2012 - August 2012
Avondale Partners August 2009 - January 2012
C2 Education July 2009 - August 2009
Skills
Financial Modeling, PowerPoint, Excel, Mathematics, Financial Analysis, Entrepreneurship, Business Strategy, Valuation, Strategic Planning, Analytics, Due Diligence, Management, Strategy, Data Analysis
Education
Stanford GSB 2011 — 2013
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2008
BA, Mathematics
MGM Resorts International April 2015 - Present
MGM Resorts International September 2013 - Present
Caesars Entertainment Corporation June 2012 - August 2012
Avondale Partners August 2009 - January 2012
C2 Education July 2009 - August 2009
Skills
Financial Modeling, PowerPoint, Excel, Mathematics, Financial Analysis, Entrepreneurship, Business Strategy, Valuation, Strategic Planning, Analytics, Due Diligence, Management, Strategy, Data Analysis
Education
Stanford GSB 2011 — 2013
Master of Business Administration (MBA)
Vanderbilt University 2005 — 2008
BA, Mathematics
Jeremy Berger's Avondale Partners Experience January 2015 - August 2015
Job Equity Research Analyst Intern at Avondale Partners
Industry
Experience
Avondale Partners January 2015 - August 2015
The 7th Grade Poetry Foundation October 2014 - December 2014
Federal Reserve Bank of St. Louis September 2014 - December 2014
Semper Fi Fund May 2014 - September 2014
The 7th Grade Poetry Foundation 2014 - 2014
MCM Group International November 2012 - May 2013
Los Angeles Radio Reading Service October 2009 - August 2012
Skills
Microsoft Excel, PowerPoint, Foreign Languages
Education
Arizona State University 2015 — 2016
Electrical Engineering
Keio University 2015 — 2016
Japanese Language Program, Japanese Language
Washington University in St. Louis 2013 — 2015
Bachelor's Degree, Finance, 3.64/4.0 GPA
Beijing #80 High School 2012 — 2013
North Hollywood High School Highly Gifted Magnet 2009 — 2012
Avondale Partners January 2015 - August 2015
The 7th Grade Poetry Foundation October 2014 - December 2014
Federal Reserve Bank of St. Louis September 2014 - December 2014
Semper Fi Fund May 2014 - September 2014
The 7th Grade Poetry Foundation 2014 - 2014
MCM Group International November 2012 - May 2013
Los Angeles Radio Reading Service October 2009 - August 2012
Skills
Microsoft Excel, PowerPoint, Foreign Languages
Education
Arizona State University 2015 — 2016
Electrical Engineering
Keio University 2015 — 2016
Japanese Language Program, Japanese Language
Washington University in St. Louis 2013 — 2015
Bachelor's Degree, Finance, 3.64/4.0 GPA
Beijing #80 High School 2012 — 2013
North Hollywood High School Highly Gifted Magnet 2009 — 2012
William Brennan William Brennan's Avondale Partners Experience June 2002 - June 2004
Job Managing Director at Ultra Capital LLC
Industry Investment Management
Experience
Ultra Capital LLC April 2015 - Present
Summit Global Management July 2010 - July 2014
Brennan Investment Partners December 2008 - July 2010
Aqua Terra Asset Management July 2004 - October 2008
Summit Global Management January 1999 - February 2006
Avondale Partners June 2002 - June 2004
Sequoia Software May 2000 - May 2001
Pacific Growth Equities August 1995 - March 2000
PMG February 1994 - August 1995
Coopers & Lybrand February 1992 - February 1994
Education
Villanova University 1990 — 1992
MBA, Finance/Marketing
Colorado State University 1986 — 1988
MS Mechanical/Biomedical Engineering, Biomechanics
Lehigh University 1980 — 1984
Mechanical Engineering/Biology, BS Engineering
Malvern Prep 1976 — 1980
High School Diploma
Ultra Capital LLC April 2015 - Present
Summit Global Management July 2010 - July 2014
Brennan Investment Partners December 2008 - July 2010
Aqua Terra Asset Management July 2004 - October 2008
Summit Global Management January 1999 - February 2006
Avondale Partners June 2002 - June 2004
Sequoia Software May 2000 - May 2001
Pacific Growth Equities August 1995 - March 2000
PMG February 1994 - August 1995
Coopers & Lybrand February 1992 - February 1994
Education
Villanova University 1990 — 1992
MBA, Finance/Marketing
Colorado State University 1986 — 1988
MS Mechanical/Biomedical Engineering, Biomechanics
Lehigh University 1980 — 1984
Mechanical Engineering/Biology, BS Engineering
Malvern Prep 1976 — 1980
High School Diploma
Ryan Shepherd Ryan Shepherd's Avondale Partners Experience June 2005 - August 2005
Job Account Executive | Helping Customers Achive More Through Innovative Technology
Industry Computer Software
Experience
Microsoft June 2015 - Present
Vanderbilt Owen Graduate School of Management August 2013 - May 2015
3M April 2014 - August 2014
Groupon January 2012 - July 2013
Chicago Youth Lacrosse April 2010 - August 2012
CF Industries November 2010 - October 2011
AT&T Mobility January 2009 - October 2010
AT&T August 2008 - December 2008
ASURION INC May 2007 - August 2007
Avondale Partners June 2005 - August 2005
Skills
Sales, Marketing, Sales Operations, Solution Selling, Marketing Strategy, Account Management, Cloud Computing, B2B, Enterprise Software, Strategy, Cold Calling, Market Research, Salesforce.com, Sales Process, Consumer Products, Direct Sales, Category Insights, Advertising, FMCG, ERP, Customer Satisfaction, Management, CRM, SaaS, Manufacturing, Customer Service, Enterprise Technology..., IT Strategy, Sales Strategy, Business Intelligence, Enterprise Solution...
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Marketing and Strategy
University of Notre Dame 2004 — 2008
Bachelor of the Arts Degree, History
Trinity College Dublin 2006 — 2006
Summer School of Irish Studies, Irish Studies
Montgomery Bell Academy 1998 — 2004
Microsoft June 2015 - Present
Vanderbilt Owen Graduate School of Management August 2013 - May 2015
3M April 2014 - August 2014
Groupon January 2012 - July 2013
Chicago Youth Lacrosse April 2010 - August 2012
CF Industries November 2010 - October 2011
AT&T Mobility January 2009 - October 2010
AT&T August 2008 - December 2008
ASURION INC May 2007 - August 2007
Avondale Partners June 2005 - August 2005
Skills
Sales, Marketing, Sales Operations, Solution Selling, Marketing Strategy, Account Management, Cloud Computing, B2B, Enterprise Software, Strategy, Cold Calling, Market Research, Salesforce.com, Sales Process, Consumer Products, Direct Sales, Category Insights, Advertising, FMCG, ERP, Customer Satisfaction, Management, CRM, SaaS, Manufacturing, Customer Service, Enterprise Technology..., IT Strategy, Sales Strategy, Business Intelligence, Enterprise Solution...
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Marketing and Strategy
University of Notre Dame 2004 — 2008
Bachelor of the Arts Degree, History
Trinity College Dublin 2006 — 2006
Summer School of Irish Studies, Irish Studies
Montgomery Bell Academy 1998 — 2004
Patrick McCormack Patrick McCormack's Avondale Partners Experience March 2010 - July 2010
Job Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2011 - Present
Avondale Partners March 2010 - July 2010
Mayo Clinic June 2009 - August 2009
University of Louisville July 2008 - June 2009
Skills
Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Accounting, Strategy
University of Louisville School of Medicine 2004 — 2008
MD, Medicine
University of Florida 1999 — 2002
BS, Microbiology and Cell Sciences, English Literature
SunTrust Robinson Humphrey July 2011 - Present
Avondale Partners March 2010 - July 2010
Mayo Clinic June 2009 - August 2009
University of Louisville July 2008 - June 2009
Skills
Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Accounting, Strategy
University of Louisville School of Medicine 2004 — 2008
MD, Medicine
University of Florida 1999 — 2002
BS, Microbiology and Cell Sciences, English Literature
Forrest Baty Forrest Baty's Avondale Partners Experience May 2015 - June 2015
Job MS Finance Candidate at The University of Texas at Austin
Industry Financial Services
Experience
Avondale Partners May 2015 - June 2015
Deloitte & Touche LLP January 2015 - March 2015
Raymond James & Associates May 2013 - August 2013
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2016
Master of Science, Finance
University of Mississippi 2011 — 2015
Bachelor of Accountancy
Memphis University School 2005 — 2011
High School Diploma
Avondale Partners May 2015 - June 2015
Deloitte & Touche LLP January 2015 - March 2015
Raymond James & Associates May 2013 - August 2013
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2016
Master of Science, Finance
University of Mississippi 2011 — 2015
Bachelor of Accountancy
Memphis University School 2005 — 2011
High School Diploma
Eric Lesner Eric Lesner's Avondale Partners Experience January 2014 - May 2014
Job Implementation Analyst at Ipreo, formerly Shareholder InSite, Inc.
Industry Investment Banking
Experience
Ipreo, formerly Shareholder InSite, Inc. July 2015 - Present
CAPSTONE Business Advisors LLC December 2014 - July 2015
Bailey Southwell & Co. April 2014 - December 2014
Avondale Partners January 2014 - May 2014
Skills
Financial Modeling, Project Management, Leadership, PowerPoint, Bilingual, Equity Research, Access, Teamwork, Finance, Analytics, Microsoft Excel, Microsoft Office, Strategy, Financial Analysis, Team Building, Entrepreneurship, Market Research
Education
Belmont University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Ipreo, formerly Shareholder InSite, Inc. July 2015 - Present
CAPSTONE Business Advisors LLC December 2014 - July 2015
Bailey Southwell & Co. April 2014 - December 2014
Avondale Partners January 2014 - May 2014
Skills
Financial Modeling, Project Management, Leadership, PowerPoint, Bilingual, Equity Research, Access, Teamwork, Finance, Analytics, Microsoft Excel, Microsoft Office, Strategy, Financial Analysis, Team Building, Entrepreneurship, Market Research
Education
Belmont University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Shervin Lalezari's Avondale Partners Experience July 2015 - Present
Job Investment Banking Analyst at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners July 2015 - Present
Rexford Industrial May 2014 - July 2014
Pacific Generation Partners May 2013 - July 2013
Pylon Capital July 2012 - August 2012
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Avondale Partners July 2015 - Present
Rexford Industrial May 2014 - July 2014
Pacific Generation Partners May 2013 - July 2013
Pylon Capital July 2012 - August 2012
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Carter Thomas, CFP®'s Avondale Partners Experience May 2011 - August 2011
Job Financial Planner / Trader at MAM
Industry Investment Management
Experience
Mastrapasqua Asset Management July 2013 - Present
H.B. Sconyers and Company, LLC July 2011 - July 2013
HBS Multifamily Managers July 2011 - July 2013
Avondale Partners May 2011 - August 2011
Skills
Financial Planning, Asset Management, Strategic Financial..., Financial Modeling, Investments, Wealth Management, Finance, Valuation, Personal Financial..., Morningstar Office, Trading, Portfolio Management, Alternative Investments
Education
Lipscomb University
Bachelor of Business Administration, Financial Markets
Bryant University
Certificate in Financial Planning
Mastrapasqua Asset Management July 2013 - Present
H.B. Sconyers and Company, LLC July 2011 - July 2013
HBS Multifamily Managers July 2011 - July 2013
Avondale Partners May 2011 - August 2011
Skills
Financial Planning, Asset Management, Strategic Financial..., Financial Modeling, Investments, Wealth Management, Finance, Valuation, Personal Financial..., Morningstar Office, Trading, Portfolio Management, Alternative Investments
Education
Lipscomb University
Bachelor of Business Administration, Financial Markets
Bryant University
Certificate in Financial Planning
Ryan Warren CPA, CFA's Avondale Partners Experience February 2011 - December 2012
Job 4Corners
Industry Venture Capital & Private Equity
Experience
4Corners February 2015 - Present
RBC Capital Markets July 2014 - September 2014
BreatheAmerica, Inc May 2013 - December 2013
Avondale Partners February 2011 - December 2012
LBMC January 2010 - February 2011
Haslam College of Business at the University of Tennessee January 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Due Diligence, Valuation, Financial Reporting, Healthcare, Hospitals, Healthcare Management, Information Management, Portfolio Management, Finance, Investments, Strategic Planning, Business Development, Business Strategy, Mergers & Acquisitions, Private Equity, Microsoft Excel, Strategy, Equities
Education
Haslam College of Business at the University of Tennessee 2008 — 2009
Master of Accountancy, Accounting - Tax
Haslam College of Business at the University of Tennessee 2006 — 2007
Master of Business Administration, Finance
Haslam College of Business at the University of Tennessee 2004 — 2005
Bachelor of Science, Business Administration - Finance
Rhodes College 2001 — 2002
Bachelor of Arts, Business Administration
Franklin Road Academy 1991 — 2001
High School, Football and Calculus
4Corners February 2015 - Present
RBC Capital Markets July 2014 - September 2014
BreatheAmerica, Inc May 2013 - December 2013
Avondale Partners February 2011 - December 2012
LBMC January 2010 - February 2011
Haslam College of Business at the University of Tennessee January 2007 - June 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Due Diligence, Valuation, Financial Reporting, Healthcare, Hospitals, Healthcare Management, Information Management, Portfolio Management, Finance, Investments, Strategic Planning, Business Development, Business Strategy, Mergers & Acquisitions, Private Equity, Microsoft Excel, Strategy, Equities
Education
Haslam College of Business at the University of Tennessee 2008 — 2009
Master of Accountancy, Accounting - Tax
Haslam College of Business at the University of Tennessee 2006 — 2007
Master of Business Administration, Finance
Haslam College of Business at the University of Tennessee 2004 — 2005
Bachelor of Science, Business Administration - Finance
Rhodes College 2001 — 2002
Bachelor of Arts, Business Administration
Franklin Road Academy 1991 — 2001
High School, Football and Calculus
Yoyo Tianxin Chen Yoyo Tianxin Chen's Avondale Partners Experience September 2015 - Present
Job Equity Research Intern at Avondale Partners
Industry Financial Services
Experience
Avondale Partners September 2015 - Present
Teaching Nomad June 2014 - July 2014
Social Entrepreneur Corps June 2013 - August 2013
Franklin & Marshall College January 2012 - May 2013
Bank of China June 2012 - August 2012
Franklin & Marshall College September 2011 - May 2012
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master of Science (MS), Finance, General
Queen Mary University of London 2014 — 2015
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (BA), Economics, Math
Avondale Partners September 2015 - Present
Teaching Nomad June 2014 - July 2014
Social Entrepreneur Corps June 2013 - August 2013
Franklin & Marshall College January 2012 - May 2013
Bank of China June 2012 - August 2012
Franklin & Marshall College September 2011 - May 2012
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master of Science (MS), Finance, General
Queen Mary University of London 2014 — 2015
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (BA), Economics, Math
Ben Sutter Ben Sutter's Avondale Partners Experience June 2014 - August 2014
Job Student at The University of Georgia
Industry Financial Services
Experience
Avondale Partners June 2014 - August 2014
Ajax Turner Budweiser Distribution May 2013 - August 2013
Smoothie King January 2007 - January 2009
Skills
Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Microsoft Office, Food Service, Cashiering, Leadership, Inventory Management, Critical Thinking
Education
The University of Georgia 2012 — 2014
Bachelor's degree, Finance, General, 3.0 G.P.A.
Georgia Institute of Technology 2010 — 2011
Business Administration and Management, General, 3.0 G.P.A.
Montgomery Bell Academy
MBA
Terry School of Business
Finance
Avondale Partners June 2014 - August 2014
Ajax Turner Budweiser Distribution May 2013 - August 2013
Smoothie King January 2007 - January 2009
Skills
Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Microsoft Office, Food Service, Cashiering, Leadership, Inventory Management, Critical Thinking
Education
The University of Georgia 2012 — 2014
Bachelor's degree, Finance, General, 3.0 G.P.A.
Georgia Institute of Technology 2010 — 2011
Business Administration and Management, General, 3.0 G.P.A.
Montgomery Bell Academy
MBA
Terry School of Business
Finance
Edward Fisher Edward Fisher's Avondale Partners Experience January 2012 - May 2012
Job Associate at Ares Management
Industry Investment Management
Experience
Ares Management July 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
Wilbanks Fisher Reid LLC January 2011 - June 2012
Avondale Partners January 2012 - May 2012
Owen Graduate School of Management July 2011 - May 2012
Morgan Keegan December 2010 - June 2011
Skills
Financial Modeling, Valuation, LBO, Investments, Investment Banking, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Options, Asset Management, Credit Analysis, Leveraged Finance, DCF Valuation, Financial Statement..., Derivative Valuation, Merger Modeling, Bloomberg Terminal, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Alabama 2008 — 2011
BS: CB&A, Finance, Economics. spc: Investment Management, GPA 3.88 Top 5%
Ares Management July 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
Wilbanks Fisher Reid LLC January 2011 - June 2012
Avondale Partners January 2012 - May 2012
Owen Graduate School of Management July 2011 - May 2012
Morgan Keegan December 2010 - June 2011
Skills
Financial Modeling, Valuation, LBO, Investments, Investment Banking, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Options, Asset Management, Credit Analysis, Leveraged Finance, DCF Valuation, Financial Statement..., Derivative Valuation, Merger Modeling, Bloomberg Terminal, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Alabama 2008 — 2011
BS: CB&A, Finance, Economics. spc: Investment Management, GPA 3.88 Top 5%
Christopher Radebaugh's Avondale Partners Experience August 2014 - December 2014
Job Counterparty Risk Analyst at UBS
Industry Financial Services
Experience
UBS February 2015 - Present
Avondale Partners August 2014 - December 2014
Transamerica March 2014 - August 2014
Southwestern Advantage April 2013 - August 2013
Soldeo, LLC May 2012 - September 2012
J. Alexander's Restaurants October 2008 - April 2012
Skills
Microsoft Word, Accounting, Time Management, Financial Analysis, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Sales, Access, Finance, Marketing, Outlook, Teamwork
Education
Middle Tennessee State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.6 GPA
UBS February 2015 - Present
Avondale Partners August 2014 - December 2014
Transamerica March 2014 - August 2014
Southwestern Advantage April 2013 - August 2013
Soldeo, LLC May 2012 - September 2012
J. Alexander's Restaurants October 2008 - April 2012
Skills
Microsoft Word, Accounting, Time Management, Financial Analysis, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Sales, Access, Finance, Marketing, Outlook, Teamwork
Education
Middle Tennessee State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.6 GPA
Ryan Bouchard, CFA Ryan Bouchard, CFA's Avondale Partners Experience January 2009 - November 2013
Job Investment Analyst at Brand Asset Management Group
Industry Financial Services
Experience
Brand Asset Management Group November 2013 - Present
Avondale Partners January 2009 - November 2013
Piper Jaffray December 2007 - December 2008
A.G. Edwards & Sons, Inc. July 2006 - November 2007
Self-Employed June 2005 - July 2006
Terril and Company Investment Advisors May 2001 - May 2005
Skills
Equity Research, Excel, Word, PowerPoint, Financial Modeling
Education
Saint Louis University 2003 — 2006
MBA, Finance
University of Missouri-Columbia, College of Business 1996 — 2000
BSBA, Finance
Glendale HS 1992 — 1996
Brand Asset Management Group November 2013 - Present
Avondale Partners January 2009 - November 2013
Piper Jaffray December 2007 - December 2008
A.G. Edwards & Sons, Inc. July 2006 - November 2007
Self-Employed June 2005 - July 2006
Terril and Company Investment Advisors May 2001 - May 2005
Skills
Equity Research, Excel, Word, PowerPoint, Financial Modeling
Education
Saint Louis University 2003 — 2006
MBA, Finance
University of Missouri-Columbia, College of Business 1996 — 2000
BSBA, Finance
Glendale HS 1992 — 1996
Jake Nechamkin Jake Nechamkin's Avondale Partners Experience August 2014 - December 2014
Job Research Associate at Snow Park Capital Partners
Industry Investment Management
Experience
Avondale Partners August 2014 - December 2014
Lincolnshire Management June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
New York County District Attorney's Office March 2010 - May 2010
Education
Vanderbilt University 2011 — 2015
Tufts University
Solomon Schechter of Westchester
Avondale Partners August 2014 - December 2014
Lincolnshire Management June 2014 - August 2014
Morgan Stanley May 2013 - August 2013
New York County District Attorney's Office March 2010 - May 2010
Education
Vanderbilt University 2011 — 2015
Tufts University
Solomon Schechter of Westchester
Seth Jaydan, MBA Seth Jaydan, MBA's Avondale Partners Experience March 2006 - October 2006
Job Experienced Criminal Justice & Finance Professional
Industry Law Enforcement
Experience
Ramsey County October 2014 - Present
Ramsey County July 2014 - October 2014
Ramsey County August 2013 - July 2014
Lurie Besikof Lapidus & Company, LLP December 2008 - April 2011
Craig-Hallum Capital Group December 2006 - April 2008
Avondale Partners March 2006 - October 2006
PLATO Learning March 2005 - March 2006
Dorsey & Whitney LLP September 2000 - March 2005
Skills
Criminal Justice, Community Corrections, Behavior Modification, Probation, Defensive Tactics, Verbal De-escalation, Race Relations, Cultural Diversity, DBT, CBT, Financial Analysis, Control Room, Medication..., Community Service, Non-profit Volunteer, Nonprofits, Leadership, Public Speaking, Financial Modeling, Analysis, Accounting, Due Diligence, Valuation, Investments, Payroll, Equity Research, Account Reconciliation, Forecasting, Portfolio Management, Customer Service, Management, Equity Valuation, Billing Process, Finance, Sarbanes-Oxley Act, Equity Capital Markets, Benefits Administration, EDGAR filings, Research, Training
Education
University of St. Thomas - Opus College of Business 2003 — 2007
MBA, Finance
Arizona State University 1997 — 2000
BS, Justice Studies
Ramsey County October 2014 - Present
Ramsey County July 2014 - October 2014
Ramsey County August 2013 - July 2014
Lurie Besikof Lapidus & Company, LLP December 2008 - April 2011
Craig-Hallum Capital Group December 2006 - April 2008
Avondale Partners March 2006 - October 2006
PLATO Learning March 2005 - March 2006
Dorsey & Whitney LLP September 2000 - March 2005
Skills
Criminal Justice, Community Corrections, Behavior Modification, Probation, Defensive Tactics, Verbal De-escalation, Race Relations, Cultural Diversity, DBT, CBT, Financial Analysis, Control Room, Medication..., Community Service, Non-profit Volunteer, Nonprofits, Leadership, Public Speaking, Financial Modeling, Analysis, Accounting, Due Diligence, Valuation, Investments, Payroll, Equity Research, Account Reconciliation, Forecasting, Portfolio Management, Customer Service, Management, Equity Valuation, Billing Process, Finance, Sarbanes-Oxley Act, Equity Capital Markets, Benefits Administration, EDGAR filings, Research, Training
Education
University of St. Thomas - Opus College of Business 2003 — 2007
MBA, Finance
Arizona State University 1997 — 2000
BS, Justice Studies
Clementina Ojie's Avondale Partners Experience August 2013 - December 2013
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
Vanguard July 2014 - March 2015
Avondale Partners August 2013 - December 2013
World Financial Group (WFG) March 2013 - August 2013
HSBC June 2013 - July 2013
Innovation Capital Advisors, LLC May 2013 - June 2013
Skills
Microsoft Excel, Customer Service, Recruiting, PowerPoint, Microsoft Word, Insurance, Research, Public Speaking, Communication, Writing, Lotus Notes, Sametime, Project Management, Presentations, Microsoft Office, Event Planning, Financial Analysis, Networking, Time Management, Teamwork, Data Entry, Financial Advisory, Data Analysis, Leadership
Education
Fisk University 2010 — 2014
Bachelor of Science (B.S.), Business (Accounting Concentration), 3.92 cumulative G.P.A.
Fisk University 2010 — 2014
Bachelor of Arts (B.A.), English, 3.92 cumulative G.P.A.
Parkdale High School 2006 — 2010
J.P. Morgan 2015 - Present
Vanguard July 2014 - March 2015
Avondale Partners August 2013 - December 2013
World Financial Group (WFG) March 2013 - August 2013
HSBC June 2013 - July 2013
Innovation Capital Advisors, LLC May 2013 - June 2013
Skills
Microsoft Excel, Customer Service, Recruiting, PowerPoint, Microsoft Word, Insurance, Research, Public Speaking, Communication, Writing, Lotus Notes, Sametime, Project Management, Presentations, Microsoft Office, Event Planning, Financial Analysis, Networking, Time Management, Teamwork, Data Entry, Financial Advisory, Data Analysis, Leadership
Education
Fisk University 2010 — 2014
Bachelor of Science (B.S.), Business (Accounting Concentration), 3.92 cumulative G.P.A.
Fisk University 2010 — 2014
Bachelor of Arts (B.A.), English, 3.92 cumulative G.P.A.
Parkdale High School 2006 — 2010
Clay Ferguson Clay Ferguson's Avondale Partners Experience March 2011 - November 2012
Job Analyst at Townsend Capital, LLC
Industry Investment Banking
Experience
Townsend Capital, LLC April 2013 - Present
Avondale Partners March 2011 - November 2012
JPMorgan Chase July 2010 - February 2011
Skills
Financial Modeling, Equities
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Economics and Finance
Loyola Blakefield
Townsend Capital, LLC April 2013 - Present
Avondale Partners March 2011 - November 2012
JPMorgan Chase July 2010 - February 2011
Skills
Financial Modeling, Equities
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
B.S., Economics and Finance
Loyola Blakefield
James Janesky James Janesky's Avondale Partners Experience January 2011 - August 2012
Job Managing Director Investment Banking at Corporate Fuel Advisors
Industry Investment Banking
Experience
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
Corporate Fuel Advisors November 2014 - Present
Finance Professional November 2013 - Present
Northeast Securities February 2013 - November 2013
Avondale Partners January 2011 - August 2012
Stifel Financial Corp. 2004 - 2010
Janney Montgomery Scott 2001 - 2004
Montgomery Securities 1997 - 2000
Stephens Inc. 1995 - 1997
The Chicago Corporation 1993 - 1995
Macy's 1984 - 1991
Skills
Equities, Investment Banking, Equity Valuation, Econometrics, Buy-side, Divestitures, Equity Research, Technical Analysis, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Securities, Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis
Education
University of Houston 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Penn State University 1980 — 1984
Bachelor of Science (BS), Finance, General
David Tudor David Tudor's Avondale Partners Experience July 2007 - October 2012
Job Project Manager at Builder Supply Source LLC
Industry Construction
Experience
Builder Supply Source, LLC December 2012 - Present
Avondale Partners July 2007 - October 2012
Skills
Fixed Income, Investments, Equities, Trading, Financial Modeling
Education
College of Charleston 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Builder Supply Source, LLC December 2012 - Present
Avondale Partners July 2007 - October 2012
Skills
Fixed Income, Investments, Equities, Trading, Financial Modeling
Education
College of Charleston 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
F. Gerard Savarese's Avondale Partners Experience June 2011 - November 2012
Job Product Consultant Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC January 2013 - August 2014
Avondale Partners June 2011 - November 2012
Avondale Partners June 2010 - August 2010
Skills
Series 7, Series 63, Series 66
Education
Washington and Lee University 2007 — 2011
Accounting, Business Administration
London School of Economics and Political Science 2009 — 2009
Lord, Abbett & Co. LLC August 2014 - Present
Lord, Abbett & Co. LLC January 2013 - August 2014
Avondale Partners June 2011 - November 2012
Avondale Partners June 2010 - August 2010
Skills
Series 7, Series 63, Series 66
Education
Washington and Lee University 2007 — 2011
Accounting, Business Administration
London School of Economics and Political Science 2009 — 2009
Robert Drabicki's Avondale Partners Experience June 2015 - August 2015
Job Dedicated UMass Finance Major Pursuing Career in Investment Banking
Industry
Experience
United States Department of Defense March 2009 - Present
Avondale Partners June 2015 - August 2015
United States Marine Corps July 1999 - October 2008
Skills
Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Mac OS, Windows XP, Equities, Team Leadership, Leadership Development, FactSet, Capital IQ
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Finance Major, Economics Minor, Cumulative 4.0 GPA
American Military University 2013 — 2014
Completed 33 Credits towards a Bachelor's Degree in Accounting, Cumulative 4.0 GPA
PCEP 1995 — 1999
United States Department of Defense March 2009 - Present
Avondale Partners June 2015 - August 2015
United States Marine Corps July 1999 - October 2008
Skills
Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Mac OS, Windows XP, Equities, Team Leadership, Leadership Development, FactSet, Capital IQ
Education
Isenberg School of Management, UMass Amherst 2014 — 2016
Finance Major, Economics Minor, Cumulative 4.0 GPA
American Military University 2013 — 2014
Completed 33 Credits towards a Bachelor's Degree in Accounting, Cumulative 4.0 GPA
PCEP 1995 — 1999
Brent Hogan Brent Hogan's Avondale Partners Experience March 2014 - December 2014
Job Senior Associate at Greenbrier Development
Industry Financial Services
Experience
Greenbrier Development January 2015 - Present
Avondale Partners March 2014 - December 2014
McElhenny Sheffield Capital Management February 2013 - March 2014
Financial Consultant December 2012 - March 2013
Stream Energy February 2012 - December 2012
PC Hogan, PC 2005 - February 2012
The Princeton Review February 2005 - February 2006
Skills
Valuation, Financial Modeling, Analysis, Forecasting, Equity Research, Capital Markets, Equities, Finance, Financial Analysis, Risk Management, Strategy, Due Diligence, Financial Forecasting, Financial Reporting, Start-ups, DCF, Corporate Development, Corporate Finance, Economic Research, Strategic Thinking, Variance Reports, Variance Explanations, Investment Management, Strategic Financial..., Strategic Consulting, Return on Investment..., Return on Investment, Financial Variance..., Investment Strategies, Financial Accounting, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance (Investments, Energy, Corporate Finance)
Southern Methodist University - Cox School of Business 2007 — 2008
MS Accounting, Accounting
Texas Christian University 1999 — 2004
Bachelor of Arts, Political Science and Government
Cistercian Preparatory School
Greenbrier Development January 2015 - Present
Avondale Partners March 2014 - December 2014
McElhenny Sheffield Capital Management February 2013 - March 2014
Financial Consultant December 2012 - March 2013
Stream Energy February 2012 - December 2012
PC Hogan, PC 2005 - February 2012
The Princeton Review February 2005 - February 2006
Skills
Valuation, Financial Modeling, Analysis, Forecasting, Equity Research, Capital Markets, Equities, Finance, Financial Analysis, Risk Management, Strategy, Due Diligence, Financial Forecasting, Financial Reporting, Start-ups, DCF, Corporate Development, Corporate Finance, Economic Research, Strategic Thinking, Variance Reports, Variance Explanations, Investment Management, Strategic Financial..., Strategic Consulting, Return on Investment..., Return on Investment, Financial Variance..., Investment Strategies, Financial Accounting, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance (Investments, Energy, Corporate Finance)
Southern Methodist University - Cox School of Business 2007 — 2008
MS Accounting, Accounting
Texas Christian University 1999 — 2004
Bachelor of Arts, Political Science and Government
Cistercian Preparatory School
Alexandre Marrucho's Avondale Partners Experience June 2010 - August 2010
Job Investment Banking Associate Debt Capital Markets, Latin America at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities February 2015 - Present
HSBC Securities January 2013 - February 2015
PwC September 2011 - January 2013
Avondale Partners June 2010 - August 2010
Alliance Investment Planning Group August 2009 - May 2010
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Precedent Transactions, Capital IQ, Capital Markets, Valuation, Brazilian Portuguese, Mergers, Investment Banking, Investments, Programming, Spanish, Acquisitions, Java, Perl, Emerging Markets, Bloomberg, Fixed Income, Credit Analysis, Equity Valuation, Fluent English, Coding Languages, Asset Management, Leveraged Finance, Banking, DCF, Series 79, Series 63, LBO, Corporate Finance, Strategy, Analysis, Business Valuation, Equity Research, Mergers
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
Southern Illinois University, Carbondale 2005 — 2010
Bachelor of Science; Bachelor of Arts, Finance; Economics
Harvard University 2008 — 2008
Introduction to Capital Markets and Investments
Harvard University 2008 — 2008
Money, Financial Institutions, and Markets
HSBC Securities February 2015 - Present
HSBC Securities January 2013 - February 2015
PwC September 2011 - January 2013
Avondale Partners June 2010 - August 2010
Alliance Investment Planning Group August 2009 - May 2010
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Precedent Transactions, Capital IQ, Capital Markets, Valuation, Brazilian Portuguese, Mergers, Investment Banking, Investments, Programming, Spanish, Acquisitions, Java, Perl, Emerging Markets, Bloomberg, Fixed Income, Credit Analysis, Equity Valuation, Fluent English, Coding Languages, Asset Management, Leveraged Finance, Banking, DCF, Series 79, Series 63, LBO, Corporate Finance, Strategy, Analysis, Business Valuation, Equity Research, Mergers
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
Southern Illinois University, Carbondale 2005 — 2010
Bachelor of Science; Bachelor of Arts, Finance; Economics
Harvard University 2008 — 2008
Introduction to Capital Markets and Investments
Harvard University 2008 — 2008
Money, Financial Institutions, and Markets
Robert Peterson Robert Peterson's Avondale Partners Experience October 2013 - December 2013
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Laffer Associates January 2014 - May 2014
Avondale Partners October 2013 - December 2013
Thompson Research Group May 2013 - July 2013
Hanley Group Derivative Trading Center - Flyer FOREX Fund August 2011 - May 2013
University of Dayton September 2012 - April 2013
Valley National Bank May 2012 - July 2012
Skills
Financial Modeling, Bloomberg Terminal, VBA, Financial Analysis, Trading, Derivatives, Foreign Currency, Quantitative Research, Technical Analysis, Financial Econometrics, Portfolio Management
Education
Vanderbilt University 2013 — 2014
M.S., Finance, Quantitative Finance
University of Dayton 2009 — 2013
B.S. Business Administration, Majors: Economics & Finance; Minor: Mathematics
Malaga Language Institute 2011 — 2011
Studied International Economics, Operations Management, and Spanish
Wayne Hills High School 2005 — 2009
Deutsche Bank July 2014 - Present
Laffer Associates January 2014 - May 2014
Avondale Partners October 2013 - December 2013
Thompson Research Group May 2013 - July 2013
Hanley Group Derivative Trading Center - Flyer FOREX Fund August 2011 - May 2013
University of Dayton September 2012 - April 2013
Valley National Bank May 2012 - July 2012
Skills
Financial Modeling, Bloomberg Terminal, VBA, Financial Analysis, Trading, Derivatives, Foreign Currency, Quantitative Research, Technical Analysis, Financial Econometrics, Portfolio Management
Education
Vanderbilt University 2013 — 2014
M.S., Finance, Quantitative Finance
University of Dayton 2009 — 2013
B.S. Business Administration, Majors: Economics & Finance; Minor: Mathematics
Malaga Language Institute 2011 — 2011
Studied International Economics, Operations Management, and Spanish
Wayne Hills High School 2005 — 2009
Anand Vankawala Anand Vankawala's Avondale Partners Experience July 2011 - July 2012
Job Senior Equity Analyst Healthcare at Century Capital Management
Industry Investment Management
Experience
Century Capital Management September 2013 - Present
Century Capital Management August 2012 - August 2013
Avondale Partners July 2011 - July 2012
Boston Rotaract July 2011 - June 2012
Avondale Partners February 2011 - June 2011
Boston Rotaract July 2010 - June 2011
Avondale Partners May 2009 - February 2011
Avondale Partners February 2009 - May 2009
Vanderbilt University Office of Technology Transfer February 2009 - May 2009
INC Research January 2008 - July 2008
Skills
VBA, Advanced Excel, Factset, Eviews, Thomson One, Thomson Baseline, Basic C++, Market Research, DCF, Financial Modeling, Econometric Modeling, Valuation, Microsoft Excel
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master of Science, Finance
Illinois Institute of Technology 2002 — 2006
BS, Biomedical Engineering w/ concentration in Cell and Tissue Engineering
Germantown Academy 1998 — 2002
Century Capital Management September 2013 - Present
Century Capital Management August 2012 - August 2013
Avondale Partners July 2011 - July 2012
Boston Rotaract July 2011 - June 2012
Avondale Partners February 2011 - June 2011
Boston Rotaract July 2010 - June 2011
Avondale Partners May 2009 - February 2011
Avondale Partners February 2009 - May 2009
Vanderbilt University Office of Technology Transfer February 2009 - May 2009
INC Research January 2008 - July 2008
Skills
VBA, Advanced Excel, Factset, Eviews, Thomson One, Thomson Baseline, Basic C++, Market Research, DCF, Financial Modeling, Econometric Modeling, Valuation, Microsoft Excel
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master of Science, Finance
Illinois Institute of Technology 2002 — 2006
BS, Biomedical Engineering w/ concentration in Cell and Tissue Engineering
Germantown Academy 1998 — 2002
Jon Vance, CFA, CPA Jon Vance, CFA, CPA's Avondale Partners Experience May 2004 - August 2011
Job Managing Director at MedDx Capital Advisors
Industry Investment Banking
Experience
MedDx Capital Advisors April 2011 - Present
Avondale Partners May 2004 - August 2011
VCC, LLC August 2001 - May 2004
Ernst & Young Corporate Finance August 1999 - July 2001
PriceWaterhouseCoopers LLP May 1997 - August 1999
Education
Miami University 1993 — 1997
B.S., Finance & Accounting
MedDx Capital Advisors April 2011 - Present
Avondale Partners May 2004 - August 2011
VCC, LLC August 2001 - May 2004
Ernst & Young Corporate Finance August 1999 - July 2001
PriceWaterhouseCoopers LLP May 1997 - August 1999
Education
Miami University 1993 — 1997
B.S., Finance & Accounting
Mark Massaro's Avondale Partners Experience September 2009 - September 2011
Job Vice President, Senior Equity Analyst at Canaccord Genuity Inc.
Industry Investment Management
Experience
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
Erik Hellquist Erik Hellquist's Avondale Partners Experience January 2014 - April 2014
Job Senior Financial Analyst at Caesars Entertainment
Industry Gambling & Casinos
Experience
Caesars Interactive Entertainment Inc. July 2014 - Present
Avondale Partners January 2014 - April 2014
Merrill Lynch May 2012 - July 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Social Networking, Visual Basic, Microsoft Office, Microsoft Word, Entrepreneurship, Fashion, Financial Analysis, Finance, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Finance
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS) Accounting, Bachelor of Science (BS) Finance
Caesars Interactive Entertainment Inc. July 2014 - Present
Avondale Partners January 2014 - April 2014
Merrill Lynch May 2012 - July 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Social Networking, Visual Basic, Microsoft Office, Microsoft Word, Entrepreneurship, Fashion, Financial Analysis, Finance, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Finance
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS) Accounting, Bachelor of Science (BS) Finance
Allison Bikshorn's Avondale Partners Experience May 2009 - December 2009
Job Business Development at Spring Design Partners
Industry Marketing and Advertising
Experience
Spring Design Partners May 2015 - Present
Landor Associates July 2014 - May 2015
Moosylvania October 2011 - June 2014
Edgen Murray Corporation May 2010 - August 2010
Avondale Partners May 2009 - December 2009
Skills
Microsoft Excel, Social Media, Customer Service, PowerPoint, Marketing, Microsoft Word, Social Media Marketing, Microsoft Office, Event Planning, Financial Analysis, Financial Modeling, Account Management, Photoshop, InDesign, Blogging, Brand Developement, Marketing Communications, Graphic Design, Facebook, Advertising, Social Networking, Research, Marketing Strategy, Online Advertising, Copy Editing, Adobe Creative Suite, Online Marketing, Event Management, WordPress, Brand Management, Management, Brand Development, Sales, Leadership, Strategy, Digital Marketing, Integrated Marketing, Public Relations, Creative Strategy
Education
University of Missouri-Columbia 2007 — 2011
Bachelors, Psychology w/ Minor in Business Marketing and Multicultural Certificate
Parkway Central 2003 — 2007
Spring Design Partners May 2015 - Present
Landor Associates July 2014 - May 2015
Moosylvania October 2011 - June 2014
Edgen Murray Corporation May 2010 - August 2010
Avondale Partners May 2009 - December 2009
Skills
Microsoft Excel, Social Media, Customer Service, PowerPoint, Marketing, Microsoft Word, Social Media Marketing, Microsoft Office, Event Planning, Financial Analysis, Financial Modeling, Account Management, Photoshop, InDesign, Blogging, Brand Developement, Marketing Communications, Graphic Design, Facebook, Advertising, Social Networking, Research, Marketing Strategy, Online Advertising, Copy Editing, Adobe Creative Suite, Online Marketing, Event Management, WordPress, Brand Management, Management, Brand Development, Sales, Leadership, Strategy, Digital Marketing, Integrated Marketing, Public Relations, Creative Strategy
Education
University of Missouri-Columbia 2007 — 2011
Bachelors, Psychology w/ Minor in Business Marketing and Multicultural Certificate
Parkway Central 2003 — 2007
Afshin Sayani Afshin Sayani's Avondale Partners Experience March 2015 - Present
Job Equity Research Associate at Avondale Partners
Industry Higher Education
Experience
Avondale Partners March 2015 - Present
Reinsurance Group of America, Incorporated September 2014 - December 2014
Wells Fargo Advisors July 2014 - August 2014
City of Clayton June 2014 - August 2014
Diamond Trust Bank Kenya Ltd August 2012 - June 2013
Skills
Matlab, Data Analysis, Microsoft Office, Finite Element Analysis, Microsoft Word, Financial Modeling, Solidworks, PowerPoint, Microsoft Excel, C++, Teamwork, Access, CAD, Valuation, Risk Management, ANSYS, Java, Quantitative Finance, Fluent, Visual Basic, Quantitative Risk..., R, VBA, FactSet, Bloomberg
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master's of Science in Finance, Quantitative Finance
The University of Sheffield 2008 — 2012
Master of Engineering (MEng), Aerospace, Aeronautical and Astronautical Engineering, 1st Class Honours
Brookhouse International School 2001 — 2008
Avondale Partners March 2015 - Present
Reinsurance Group of America, Incorporated September 2014 - December 2014
Wells Fargo Advisors July 2014 - August 2014
City of Clayton June 2014 - August 2014
Diamond Trust Bank Kenya Ltd August 2012 - June 2013
Skills
Matlab, Data Analysis, Microsoft Office, Finite Element Analysis, Microsoft Word, Financial Modeling, Solidworks, PowerPoint, Microsoft Excel, C++, Teamwork, Access, CAD, Valuation, Risk Management, ANSYS, Java, Quantitative Finance, Fluent, Visual Basic, Quantitative Risk..., R, VBA, FactSet, Bloomberg
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master's of Science in Finance, Quantitative Finance
The University of Sheffield 2008 — 2012
Master of Engineering (MEng), Aerospace, Aeronautical and Astronautical Engineering, 1st Class Honours
Brookhouse International School 2001 — 2008
Rati Mehta Rati Mehta's Avondale Partners Experience February 2012 - May 2013
Job Statistics and Business Insight Analyst at Tribune Publishing Company
Industry Investment Banking
Experience
Tribune Publishing Company May 2013 - Present
Avondale Partners February 2012 - May 2013
Medline Industries 2004 - 2010
Education
Bradley University
Bachelor's degree, Finance, General
DePaul University
Master's degree, Applied Statistics
Tribune Publishing Company May 2013 - Present
Avondale Partners February 2012 - May 2013
Medline Industries 2004 - 2010
Education
Bradley University
Bachelor's degree, Finance, General
DePaul University
Master's degree, Applied Statistics
Scott Matthews's Avondale Partners Experience July 2012 - June 2014
Job Senior Manager of Corporate Development at TriPrivate Capital, LLC
Industry Venture Capital & Private Equity
Experience
Tri-Private Capital, LLC August 2014 - Present
Avondale Partners July 2012 - June 2014
Avalere Health June 2011 - August 2011
Union Memorial Hospital December 2010 - January 2011
The Baltimore Ravens May 2008 - May 2008
Education
The Johns Hopkins University 2008 — 2012
B.A. Public Health, Economics, Entrepreneurship and Management
St. Paul's School for Boys 2004 — 2008
Tri-Private Capital, LLC August 2014 - Present
Avondale Partners July 2012 - June 2014
Avalere Health June 2011 - August 2011
Union Memorial Hospital December 2010 - January 2011
The Baltimore Ravens May 2008 - May 2008
Education
The Johns Hopkins University 2008 — 2012
B.A. Public Health, Economics, Entrepreneurship and Management
St. Paul's School for Boys 2004 — 2008
Julie Fjeldheim Julie Fjeldheim's Avondale Partners Experience November 2003 - June 2007
Job trader at copper rock capital partners
Industry Financial Services
Experience
copper rock capital partners June 2007 - Present
Avondale Partners November 2003 - June 2007
HLM Venture Partners June 1992 - August 2003
Essex Investment Management July 1987 - May 1992
Skills
Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Securities, Equity Trading, Trading, Equity Research, Hedge Funds, Fixed Income, Bloomberg, Financial Analysis, Series 7, Capital Markets
Education
Hartwick College
BA, Management
copper rock capital partners June 2007 - Present
Avondale Partners November 2003 - June 2007
HLM Venture Partners June 1992 - August 2003
Essex Investment Management July 1987 - May 1992
Skills
Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Securities, Equity Trading, Trading, Equity Research, Hedge Funds, Fixed Income, Bloomberg, Financial Analysis, Series 7, Capital Markets
Education
Hartwick College
BA, Management
James Murphy, CRCP, CSCP James Murphy, CRCP, CSCP's Avondale Partners Experience August 2012 - Present
Job Chief Compliance Officer at Avondale Partners
Industry Financial Services
Experience
Avondale Partners August 2012 - Present
Keel Point Advisors May 2011 - July 2012
TrustCore Financial March 2008 - May 2011
Banc Of America Specialist February 1997 - March 2007
Prebon Yamane January 1995 - August 1996
Skills
Securities, AML, Risk, Trading, Mutual Funds, Investments, Asset Management, Risk Management, Insurance, Due Diligence, Financial Planning, Equities, Wealth Management, Compliance, Investment Advisory, Options, Fixed Income, Equity Trading, Family Office, FINRA
Education
Molloy College 1992 — 1995
BS
Chaminade High School 1984 — 1988
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
Avondale Partners August 2012 - Present
Keel Point Advisors May 2011 - July 2012
TrustCore Financial March 2008 - May 2011
Banc Of America Specialist February 1997 - March 2007
Prebon Yamane January 1995 - August 1996
Skills
Securities, AML, Risk, Trading, Mutual Funds, Investments, Asset Management, Risk Management, Insurance, Due Diligence, Financial Planning, Equities, Wealth Management, Compliance, Investment Advisory, Options, Fixed Income, Equity Trading, Family Office, FINRA
Education
Molloy College 1992 — 1995
BS
Chaminade High School 1984 — 1988
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
Patrick Rowland's Avondale Partners Experience May 2015 - August 2015
Job Student at Vanderbilt University
Industry Financial Services
Experience
Avondale Partners May 2015 - August 2015
Precision Drilling May 2014 - July 2014
Vincent Ford Custom Apparel May 2013 - December 2013
Texas Children's Hospital May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Compassion, Economics, Data Analysis, Spanish, Finance
Education
Vanderbilt University 2012 — 2016
Bachelor’s Degree, Economics Political Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Strake Jesuit College Preparatory 2008 — 2012
Rice University 2011 — 2011
Literature and Medicine
Avondale Partners May 2015 - August 2015
Precision Drilling May 2014 - July 2014
Vincent Ford Custom Apparel May 2013 - December 2013
Texas Children's Hospital May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Compassion, Economics, Data Analysis, Spanish, Finance
Education
Vanderbilt University 2012 — 2016
Bachelor’s Degree, Economics Political Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Strake Jesuit College Preparatory 2008 — 2012
Rice University 2011 — 2011
Literature and Medicine
Clara Houin's Avondale Partners Experience June 2012 - August 2014
Job Mergers & Acquisitions Analyst at ChanceLight™ Behavioral Health & Education (formerly Educational Services of America)
Industry Hospital & Health Care
Experience
ChanceLight™ Behavioral Health & Education (formerly Educational Services of America or ESA) June 2015 - Present
e+CancerCare August 2014 - May 2015
Avondale Partners June 2012 - August 2014
4086 Advisors May 2011 - June 2012
Indiana University August 2007 - May 2011
William Blair & Company June 2010 - August 2010
Indiana University India Studies Department May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Microsoft Excel, Investments, Equities, Financial Analysis, Hospitals, Healthcare, Home Health Agencies, Physician Practice..., Emergency Transport, Privatization, Corrections, Skilled Nursing..., Commercial Real Estate..., Series 7, Series 63, Series 86, Series 87, Analysis, Due Diligence, Finance, Leadership, Portfolio Management, Corporate Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
ChanceLight™ Behavioral Health & Education (formerly Educational Services of America or ESA) June 2015 - Present
e+CancerCare August 2014 - May 2015
Avondale Partners June 2012 - August 2014
4086 Advisors May 2011 - June 2012
Indiana University August 2007 - May 2011
William Blair & Company June 2010 - August 2010
Indiana University India Studies Department May 2008 - August 2008
Skills
Financial Modeling, Valuation, Equity Research, Microsoft Excel, Investments, Equities, Financial Analysis, Hospitals, Healthcare, Home Health Agencies, Physician Practice..., Emergency Transport, Privatization, Corrections, Skilled Nursing..., Commercial Real Estate..., Series 7, Series 63, Series 86, Series 87, Analysis, Due Diligence, Finance, Leadership, Portfolio Management, Corporate Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Santhan Krishnan Kalyanaswamy's Avondale Partners Experience May 2006 - August 2006
Job @ Dell
Industry Information Technology and Services
Experience
Dell May 2007 - Present
Avondale Partners May 2006 - August 2006
Oracle Corporation 2001 - 2005
Skills
Business Strategy, Corporate Finance, Financial Planning &..., Strategic Planning, Cross-functional..., Change Management, Mergers & Acquisitions, Enterprise Systems, Oracle E-Business Suite, Process Improvement, Program Management, Business Case Valuations, Audit & Controls, Accounting, Mentoring, New Business Development, Product Development, Equity Research, Business Analysis, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance, Strategy, Accounting
PSG College of Technology
Bachelors in Engineering, Computer Science
Dell May 2007 - Present
Avondale Partners May 2006 - August 2006
Oracle Corporation 2001 - 2005
Skills
Business Strategy, Corporate Finance, Financial Planning &..., Strategic Planning, Cross-functional..., Change Management, Mergers & Acquisitions, Enterprise Systems, Oracle E-Business Suite, Process Improvement, Program Management, Business Case Valuations, Audit & Controls, Accounting, Mentoring, New Business Development, Product Development, Equity Research, Business Analysis, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance, Strategy, Accounting
PSG College of Technology
Bachelors in Engineering, Computer Science
Piyush Sharma's Avondale Partners Experience June 2004 - July 2005
Job Cofounder and Portfolio Manager at Metis Capital Management
Industry Investment Management
Experience
Metis Capital Management January 2014 - Present
Globe Minerva Fund June 2010 - May 2015
Contravest Associates July 2008 - May 2011
Longbow Research January 2007 - July 2008
Sanford C. Bernstein 2005 - 2006
Avondale Partners June 2004 - July 2005
BSE August 2000 - July 2002
Citigroup GCB June 1999 - July 2000
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Investments, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Corporate Finance, Financial Analysis, Bloomberg, Economics, Emerging Markets, Investment Strategies, Investment Management, Alternative Investments, Mergers, Trading, Derivatives, Series 7, Fixed Income, Equity Capital Markets, Bonds, Securities, Due Diligence, Mutual Funds, Financial Services, Risk Management, Financial Markets, Hedging, Venture Capital, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management
Motilal Nehru National Institute Of Technology 1997 — 1999
MS
St. Joseph's College 1982 — 1993
High School
Metis Capital Management January 2014 - Present
Globe Minerva Fund June 2010 - May 2015
Contravest Associates July 2008 - May 2011
Longbow Research January 2007 - July 2008
Sanford C. Bernstein 2005 - 2006
Avondale Partners June 2004 - July 2005
BSE August 2000 - July 2002
Citigroup GCB June 1999 - July 2000
Skills
Equity Research, Equities, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Investments, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Equity Valuation, Corporate Finance, Financial Analysis, Bloomberg, Economics, Emerging Markets, Investment Strategies, Investment Management, Alternative Investments, Mergers, Trading, Derivatives, Series 7, Fixed Income, Equity Capital Markets, Bonds, Securities, Due Diligence, Mutual Funds, Financial Services, Risk Management, Financial Markets, Hedging, Venture Capital, Asset Allocation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management
Motilal Nehru National Institute Of Technology 1997 — 1999
MS
St. Joseph's College 1982 — 1993
High School
Paula Torch's Avondale Partners Experience 2014 - Present
Job Senior Research Analyst at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners 2014 - Present
Avondale Partners September 2012 - January 2014
Barclays Capital December 2010 - July 2011
Needham & Company December 2009 - November 2010
Needham & Company April 2007 - December 2009
Needham & Company February 2005 - April 2007
Education
Fordham University
Bachelor of Science, Finance
Avondale Partners 2014 - Present
Avondale Partners September 2012 - January 2014
Barclays Capital December 2010 - July 2011
Needham & Company December 2009 - November 2010
Needham & Company April 2007 - December 2009
Needham & Company February 2005 - April 2007
Education
Fordham University
Bachelor of Science, Finance
Ben Apple's Avondale Partners Experience August 2007 - March 2008
Job Real Estate Development
Industry Real Estate
Experience
R.Black Global Consulting January 2015 - Present
Yu-Link August 2013 - December 2014
OpenLanguage March 2013 - June 2013
Shane English May 2010 - September 2011
Avondale Partners August 2007 - March 2008
Skills
Marketing, Online Marketing, Facebook, Research, Analysis, Newsletters, Financial Modeling, Sales, Microsoft Excel, Budgets, Recruiting, Teaching, Publishing, Financial Analysis, Social Media, Valuation, Economics, PowerPoint, Microsoft Office, Public Speaking, Market Research, Mandarin, Business Development, ESL, English, Chinese, Spanish, Social Media Marketing, Social Networking, Entrepreneurship, Leadership, Finance, Business Strategy, Management, Event Management, Strategic Planning, Business Planning, Strategy, Start-ups, International Business, Email Marketing, Project Management
Education
Xiamen University 2011 — 2013
Masters, Economics in Applied Finance
College of Charleston 2003 — 2007
Business Administration
Martin Luther king magnet 1998 — 2003
R.Black Global Consulting January 2015 - Present
Yu-Link August 2013 - December 2014
OpenLanguage March 2013 - June 2013
Shane English May 2010 - September 2011
Avondale Partners August 2007 - March 2008
Skills
Marketing, Online Marketing, Facebook, Research, Analysis, Newsletters, Financial Modeling, Sales, Microsoft Excel, Budgets, Recruiting, Teaching, Publishing, Financial Analysis, Social Media, Valuation, Economics, PowerPoint, Microsoft Office, Public Speaking, Market Research, Mandarin, Business Development, ESL, English, Chinese, Spanish, Social Media Marketing, Social Networking, Entrepreneurship, Leadership, Finance, Business Strategy, Management, Event Management, Strategic Planning, Business Planning, Strategy, Start-ups, International Business, Email Marketing, Project Management
Education
Xiamen University 2011 — 2013
Masters, Economics in Applied Finance
College of Charleston 2003 — 2007
Business Administration
Martin Luther king magnet 1998 — 2003
Jim Gallego's Avondale Partners Experience July 2014 - Present
Job Vice President at Avondale Partners
Industry Financial Services
Experience
Avondale Partners July 2014 - Present
Schonfeld Group 2006 - 2012
Education
Columbia University - Columbia Business School 1995 — 1997
Finance, General
Avondale Partners July 2014 - Present
Schonfeld Group 2006 - 2012
Education
Columbia University - Columbia Business School 1995 — 1997
Finance, General
Patrick McKeever's Avondale Partners Experience May 2006 - October 2007
Job Senior Equity Analyst at MKM Partners LLC
Industry Financial Services
Experience
MKM Partners LLC October 2007 - Present
Avondale Partners May 2006 - October 2007
SunTrust Robinson Humphrey October 1999 - May 2006
ABN AMRO March 1998 - October 1999
Credit Suisse First Boston June 1997 - March 1998
Education
Boston College
MKM Partners LLC October 2007 - Present
Avondale Partners May 2006 - October 2007
SunTrust Robinson Humphrey October 1999 - May 2006
ABN AMRO March 1998 - October 1999
Credit Suisse First Boston June 1997 - March 1998
Education
Boston College
Toby Wann's Avondale Partners Experience June 2009 - July 2011
Job Partner at Obsidian Research Group
Industry Hospital & Health Care
Experience
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Susan Venezia's Avondale Partners Experience August 2013 - September 2014
Job Supervisory Analyst
Industry Capital Markets
Experience
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Brandon Jarnigan's Avondale Partners Experience May 2007 - July 2007
Job Director Strategic Pricing at Asurion
Industry Information Technology and Services
Experience
Asurion August 2014 - Present
Asurion September 2012 - August 2014
American Express March 2011 - September 2012
American Express April 2010 - March 2011
American Express January 2009 - April 2010
American Express July 2008 - December 2008
Avondale Partners May 2007 - July 2007
Vaco Resources 2006 - 2006
Asurion Managed Wireless 2006 - 2006
Integrated Store Solutions 2002 - 2005
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint, Financial Forecasting, Corporate Finance, Market Analysis, Business Development, Product Development, Forecasting, Strategic Planning, Finance, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Masters of Business Administration, Corporate Finance
Belmont University 1998 — 2002
BBA, Finance
Asurion August 2014 - Present
Asurion September 2012 - August 2014
American Express March 2011 - September 2012
American Express April 2010 - March 2011
American Express January 2009 - April 2010
American Express July 2008 - December 2008
Avondale Partners May 2007 - July 2007
Vaco Resources 2006 - 2006
Asurion Managed Wireless 2006 - 2006
Integrated Store Solutions 2002 - 2005
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, PowerPoint, Financial Forecasting, Corporate Finance, Market Analysis, Business Development, Product Development, Forecasting, Strategic Planning, Finance, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Masters of Business Administration, Corporate Finance
Belmont University 1998 — 2002
BBA, Finance
John F Bright's Avondale Partners Experience 2003 - 2015
Job Securities Analyst
Industry Financial Services
Experience
Avondale Partners 2003 - 2015
Johnson Rice & Company 2000 - 2003
Morgan Keegan 1998 - 2000
W.H. Reaves 1991 - 1996
Skills
Equity Research
Education
Auburn University, College of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Tennessee at Martin 1985 — 1990
Business, Marketing
Avondale Partners 2003 - 2015
Johnson Rice & Company 2000 - 2003
Morgan Keegan 1998 - 2000
W.H. Reaves 1991 - 1996
Skills
Equity Research
Education
Auburn University, College of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Tennessee at Martin 1985 — 1990
Business, Marketing
Matthew Furbish, CAIA's Avondale Partners Experience 2010 - 2010
Job Director at RCS Capital
Industry Capital Markets
Experience
RCS Capital Corporation May 2014 - Present
American Realty Capital May 2014 - Present
NASDAQ OMX March 2012 - May 2014
WJB Capital Group, Inc. 2011 - 2012
Avondale Partners 2010 - 2010
FBD Commercial 2007 - 2009
Skills
Portfolio Management, Alternative Investments, REIT, Real Estate, Derivatives, Trading, Equity Derivatives
Education
CAIA (Chartered Alternative Investment Analyst)
CAIA Certification Charter Holder, Alternative Investments
Loyola University Maryland 2009 — 2011
Master of Business Administration (MBA), Finance
Hampden-Sydney College 2001 — 2005
Bachelor of Arts, Economics
James Cook University 2003 — 2003
Study Abroad
RCS Capital Corporation May 2014 - Present
American Realty Capital May 2014 - Present
NASDAQ OMX March 2012 - May 2014
WJB Capital Group, Inc. 2011 - 2012
Avondale Partners 2010 - 2010
FBD Commercial 2007 - 2009
Skills
Portfolio Management, Alternative Investments, REIT, Real Estate, Derivatives, Trading, Equity Derivatives
Education
CAIA (Chartered Alternative Investment Analyst)
CAIA Certification Charter Holder, Alternative Investments
Loyola University Maryland 2009 — 2011
Master of Business Administration (MBA), Finance
Hampden-Sydney College 2001 — 2005
Bachelor of Arts, Economics
James Cook University 2003 — 2003
Study Abroad
Andrew Schaeffer's Avondale Partners Experience September 2002 - April 2007
Job SVP, Treasurer at MidAmerica Apartment Communities
Industry Real Estate
Experience
Mid-America Apartment Communities January 2009 - Present
Petra Capital Partners June 2007 - November 2008
Avondale Partners September 2002 - April 2007
Ernst & Young September 1999 - September 2002
Education
University of Tennessee-Knoxville 1998 — 1999
Macc, Master of Accountancy
Haslam College of Business at the University of Tennessee 1994 — 1999
Memphis University School
Mid-America Apartment Communities January 2009 - Present
Petra Capital Partners June 2007 - November 2008
Avondale Partners September 2002 - April 2007
Ernst & Young September 1999 - September 2002
Education
University of Tennessee-Knoxville 1998 — 1999
Macc, Master of Accountancy
Haslam College of Business at the University of Tennessee 1994 — 1999
Memphis University School
Nicholas Hanges's Avondale Partners Experience July 2015 - Present
Job Associate at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners July 2015 - Present
Citi February 2011 - April 2013
Citi August 2009 - February 2011
Citi July 2006 - July 2009
Fisher Scientific 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Bloomberg, Fixed Income, Capital Markets, Managerial Finance, Derivatives, Portfolio Management, Investment Banking, Banking, Investments, Finance, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy Concentrations
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Economics and English
Avondale Partners July 2015 - Present
Citi February 2011 - April 2013
Citi August 2009 - February 2011
Citi July 2006 - July 2009
Fisher Scientific 2004 - 2005
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Bloomberg, Fixed Income, Capital Markets, Managerial Finance, Derivatives, Portfolio Management, Investment Banking, Banking, Investments, Finance, Risk Management
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy Concentrations
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Economics and English
Mitch Zeitz, M.D.'s Avondale Partners Experience August 2007 - October 2008
Job Research Associate Biotechnology at Piper Jaffray
Industry Research
Experience
Piper Jaffray March 2009 - Present
Avondale Partners August 2007 - October 2008
Southern Arizona Anesthesia Services August 1998 - February 2005
Skills
Financial Modeling, Equity Research, Analysis, Healthcare, Medical Devices, Series 7, Biotechnology, Valuation, Hospitals, Equities, Corporate Finance
Education
University of California, Davis - School of Medicine 1994 — 1998
Doctor of Medicine (MD)
University of California, San Diego 1990 — 1994
B.S., Biochemistry and Cell Biology
Piper Jaffray March 2009 - Present
Avondale Partners August 2007 - October 2008
Southern Arizona Anesthesia Services August 1998 - February 2005
Skills
Financial Modeling, Equity Research, Analysis, Healthcare, Medical Devices, Series 7, Biotechnology, Valuation, Hospitals, Equities, Corporate Finance
Education
University of California, Davis - School of Medicine 1994 — 1998
Doctor of Medicine (MD)
University of California, San Diego 1990 — 1994
B.S., Biochemistry and Cell Biology
John Wells's Avondale Partners Experience September 2007 - July 2010
Job Director, Development at HealthSouth
Industry Hospital & Health Care
Experience
HealthSouth June 2014 - Present
SunTrust Robinson Humphrey April 2012 - May 2014
SunTrust Robinson Humphrey July 2010 - March 2012
Avondale Partners September 2007 - July 2010
Skills
Valuation, Investment Banking, Equity Valuation, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Mergers & Acquisitions, Private Equity, Equity Research, Business Strategy, Debt & Equity Financing, Healthcare, Due Diligence, Finance, Capital Markets, Analysis
Education
Furman University 2003 — 2007
BA, Economics
HealthSouth June 2014 - Present
SunTrust Robinson Humphrey April 2012 - May 2014
SunTrust Robinson Humphrey July 2010 - March 2012
Avondale Partners September 2007 - July 2010
Skills
Valuation, Investment Banking, Equity Valuation, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Mergers & Acquisitions, Private Equity, Equity Research, Business Strategy, Debt & Equity Financing, Healthcare, Due Diligence, Finance, Capital Markets, Analysis
Education
Furman University 2003 — 2007
BA, Economics
Jonathan Morphett's Avondale Partners Experience November 2004 - Present
Job Managing Director, Head of Investment Banking at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners November 2004 - Present
Centerstone Research Institute (CRI) 2014 - Present
Friends Life September 2009 - Present
Rosebrook Ventures 2002 - 2004
Austar United Communications 2000 - 2002
Morgan Stanley 1986 - 2000
Skills
Private Equity, Valuation, IPO, Corporate Finance, Equities, Mergers, Financial Analysis, Debt, Healthcare, Investment Banking, Private Placements, Healthcare IT, Hospitals, Mergers & Acquisitions, M&A experience, Business Valuation, Venture Capital, Divestitures, Financial Modeling, LBO, Capital Markets, Healthcare Information..., Equity Research, Investor Relations, Equity Valuation, Due Diligence, Finance
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Adelaide 1977 — 1982
LL.B., BEc.
Avondale Partners November 2004 - Present
Centerstone Research Institute (CRI) 2014 - Present
Friends Life September 2009 - Present
Rosebrook Ventures 2002 - 2004
Austar United Communications 2000 - 2002
Morgan Stanley 1986 - 2000
Skills
Private Equity, Valuation, IPO, Corporate Finance, Equities, Mergers, Financial Analysis, Debt, Healthcare, Investment Banking, Private Placements, Healthcare IT, Hospitals, Mergers & Acquisitions, M&A experience, Business Valuation, Venture Capital, Divestitures, Financial Modeling, LBO, Capital Markets, Healthcare Information..., Equity Research, Investor Relations, Equity Valuation, Due Diligence, Finance
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA
University of Adelaide 1977 — 1982
LL.B., BEc.
Chris Glancy, CFA's Avondale Partners Experience 2008 - December 2012
Job Senior Consultant Investor Relations & Capital Markets at Windstream
Industry Telecommunications
Experience
Windstream February 2015 - Present
Windstream Communications April 2013 - Present
Stephens Inc. July 2012 - February 2013
Avondale Partners 2008 - December 2012
Thompson Dunavant PLC January 2008 - August 2008
Skills
Financial Analysis, Equity Research, Financial Modeling, Valuation, Chartered Financial..., Equity Valuation, Analysis, Due Diligence, Strategy, Bloomberg, Financial Statement..., Series 63, Series 7, Telecommunications, Equities, Sell Side, VBA, Database Design, Essbase, Procurement, Network Architecture, SQL, Microsoft Excel, Mergers & Acquisitions, Communication Equipment, Capital Markets, Telecom Infrastructure, Chinese History, Chinese Politics, Chinese Culture
Education
The University of Memphis 2006 — 2008
Master's Degree, Finance
Rhodes College 2001 — 2005
Bachelor's Degree, Business Administration
Catholic High School 1997 — 2001
Windstream February 2015 - Present
Windstream Communications April 2013 - Present
Stephens Inc. July 2012 - February 2013
Avondale Partners 2008 - December 2012
Thompson Dunavant PLC January 2008 - August 2008
Skills
Financial Analysis, Equity Research, Financial Modeling, Valuation, Chartered Financial..., Equity Valuation, Analysis, Due Diligence, Strategy, Bloomberg, Financial Statement..., Series 63, Series 7, Telecommunications, Equities, Sell Side, VBA, Database Design, Essbase, Procurement, Network Architecture, SQL, Microsoft Excel, Mergers & Acquisitions, Communication Equipment, Capital Markets, Telecom Infrastructure, Chinese History, Chinese Politics, Chinese Culture
Education
The University of Memphis 2006 — 2008
Master's Degree, Finance
Rhodes College 2001 — 2005
Bachelor's Degree, Business Administration
Catholic High School 1997 — 2001
Christopher Calton's Avondale Partners Experience March 2003 - November 2012
Job Managing Director, Farlie Turner & Company
Industry Financial Services
Experience
Farlie Turner & Company, LLC June 2015 - Present
Parthenon Healthcare Advisors LLC September 2014 - June 2015
The Jordan Edmiston Group November 2012 - September 2014
Avondale Partners March 2003 - November 2012
Thomas Weisel Partners July 2000 - November 2003
Cramer Rosenthal McGlynn January 1999 - February 2000
Robertson Stephens 1995 - 1998
Skills
Mergers, Investment Banking, Corporate Finance, Private Equity, Acquisitions, Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, LBO, Corporate Development, M&A experience, Equities, Capital Markets, Mergers & Acquisitions, Equity Research, Business Valuation, IPO, Private Placements, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, General
Washington and Lee University 1989 — 1993
BA, Asian Studies, Finance
The Baylor School 1984 — 1989
Farlie Turner & Company, LLC June 2015 - Present
Parthenon Healthcare Advisors LLC September 2014 - June 2015
The Jordan Edmiston Group November 2012 - September 2014
Avondale Partners March 2003 - November 2012
Thomas Weisel Partners July 2000 - November 2003
Cramer Rosenthal McGlynn January 1999 - February 2000
Robertson Stephens 1995 - 1998
Skills
Mergers, Investment Banking, Corporate Finance, Private Equity, Acquisitions, Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, LBO, Corporate Development, M&A experience, Equities, Capital Markets, Mergers & Acquisitions, Equity Research, Business Valuation, IPO, Private Placements, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, General
Washington and Lee University 1989 — 1993
BA, Asian Studies, Finance
The Baylor School 1984 — 1989
Kevin Royer's Avondale Partners Experience May 2009 - August 2009
Job Marketing, Strategy, & Finance
Industry Telecommunications
Experience
Level 3 Communications September 2011 - June 2014
Darden Capital Management August 2008 - May 2010
Avondale Partners May 2009 - August 2009
Vanguard January 2007 - July 2008
Vanguard September 2005 - December 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, MBA
Penn State University 2001 — 2005
BS, Finance (Economics & Spanish minors)
Level 3 Communications September 2011 - June 2014
Darden Capital Management August 2008 - May 2010
Avondale Partners May 2009 - August 2009
Vanguard January 2007 - July 2008
Vanguard September 2005 - December 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, MBA
Penn State University 2001 — 2005
BS, Finance (Economics & Spanish minors)
Adam Shifrin's Avondale Partners Experience September 2012 - Present
Job Managing Director, Head of Institutional Sales at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners September 2012 - Present
Compass Point Research and Trading LLC June 2011 - September 2012
Needham & Company August 2006 - May 2011
BestVest Investments August 2004 - May 2006
2040 Sortie LLC December 2000 - September 2004
Skills
Microsoft Office, Lava, Sales, Investments, Financial Analysis, Due Diligence, Equities, Series 7
Education
Temple University 2000 — 2002
Masters of Arts, Instrumental Performance
Temple University 1996 — 2000
Bachelors of Arts, Instrumental Performance
Avondale Partners September 2012 - Present
Compass Point Research and Trading LLC June 2011 - September 2012
Needham & Company August 2006 - May 2011
BestVest Investments August 2004 - May 2006
2040 Sortie LLC December 2000 - September 2004
Skills
Microsoft Office, Lava, Sales, Investments, Financial Analysis, Due Diligence, Equities, Series 7
Education
Temple University 2000 — 2002
Masters of Arts, Instrumental Performance
Temple University 1996 — 2000
Bachelors of Arts, Instrumental Performance
Tony Cardona's Avondale Partners Experience September 2014 - May 2015
Job Global Real Estate Analyst at ERS
Industry Investment Management
Experience
Employees Retirement System of Texas May 2015 - Present
Avondale Partners September 2014 - May 2015
Banco Santander June 2011 - August 2014
Citi June 2009 - June 2011
Pacific Crest Securities January 2009 - June 2009
Wachovia Securities, LLC June 2008 - July 2008
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Corporate Finance, Equities, Capital Structure, Financial Accounting, Investments, Mergers, Equity Research
Education
Cornell University 2005 — 2009
Employees Retirement System of Texas May 2015 - Present
Avondale Partners September 2014 - May 2015
Banco Santander June 2011 - August 2014
Citi June 2009 - June 2011
Pacific Crest Securities January 2009 - June 2009
Wachovia Securities, LLC June 2008 - July 2008
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Corporate Finance, Equities, Capital Structure, Financial Accounting, Investments, Mergers, Equity Research
Education
Cornell University 2005 — 2009
Dan Mannes's Avondale Partners Experience December 2005 - Present
Job Managing Director at Avondale Partners
Industry Research
Experience
Avondale Partners December 2005 - Present
Constellation Energy January 2000 - November 2005
First Annapolis Consulting July 1998 - December 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Due Diligence, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Investments, Mergers & Acquisitions, Hedge Funds, Investment Banking, Equity Valuation, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2004
MBA, Finance
Washington University in St. Louis 1992 — 1996
BSBA, Accounting and Finance
Avondale Partners December 2005 - Present
Constellation Energy January 2000 - November 2005
First Annapolis Consulting July 1998 - December 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Due Diligence, Corporate Finance, Private Equity, Financial Analysis, Capital Markets, Investments, Mergers & Acquisitions, Hedge Funds, Investment Banking, Equity Valuation, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2004
MBA, Finance
Washington University in St. Louis 1992 — 1996
BSBA, Accounting and Finance
Adrian M. Padilla, CTP's Avondale Partners Experience 2006 - 2006
Job Consultant at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers May 2011 - Present
Treasury Strategies, Inc. July 2007 - April 2011
Avondale Partners 2006 - 2006
Skills
Treasury Management, Cash Management, Liquidity Management, Cash Flow Forecasting, Treasury Management..., Banking, Payments, Intercompany..., Business Process..., Risk Management, Financial Analysis, Financial Modeling
Education
Loyola University Chicago 2004 — 2008
BBA, Finance, Economics, International Business
The University of Freiburg 2006 — 2006
EU - International Business
PricewaterhouseCoopers May 2011 - Present
Treasury Strategies, Inc. July 2007 - April 2011
Avondale Partners 2006 - 2006
Skills
Treasury Management, Cash Management, Liquidity Management, Cash Flow Forecasting, Treasury Management..., Banking, Payments, Intercompany..., Business Process..., Risk Management, Financial Analysis, Financial Modeling
Education
Loyola University Chicago 2004 — 2008
BBA, Finance, Economics, International Business
The University of Freiburg 2006 — 2006
EU - International Business
Thomas Finan's Avondale Partners Experience May 2014 - Present
Job Investment Banking Associate at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners May 2014 - Present
Avondale Partners August 2009 - May 2014
Kasco Corporation June 2009 - August 2009
Kennedy Capital Management May 2008 - May 2009
MPP&W January 2008 - April 2008
Kasco Corporation 2007 - 2008
Skills
Financial Modeling, Investment Banking, Equity Capital Markets, Financial Analysis, Equity Research, Valuation, Equity Valuation, Investments, Financial Reporting, Accounting, Equities, Due Diligence, Investment Strategies, Bloomberg, Institutional..., Finance, Sell Side, Financial Accounting, Industry Analysis, Tax, Cash, Expenses, Manage Client...
Education
Saint Louis University 2004 — 2009
BSBA, Finance, Accounting
Avondale Partners May 2014 - Present
Avondale Partners August 2009 - May 2014
Kasco Corporation June 2009 - August 2009
Kennedy Capital Management May 2008 - May 2009
MPP&W January 2008 - April 2008
Kasco Corporation 2007 - 2008
Skills
Financial Modeling, Investment Banking, Equity Capital Markets, Financial Analysis, Equity Research, Valuation, Equity Valuation, Investments, Financial Reporting, Accounting, Equities, Due Diligence, Investment Strategies, Bloomberg, Institutional..., Finance, Sell Side, Financial Accounting, Industry Analysis, Tax, Cash, Expenses, Manage Client...
Education
Saint Louis University 2004 — 2009
BSBA, Finance, Accounting
David Comas's Avondale Partners Experience February 2009 - May 2009
Job Manager of Business Intelligence at ServiceMaster Clean
Industry Consumer Services
Experience
ServiceMaster Clean April 2014 - Present
ServiceMaster August 2013 - April 2014
ServiceMaster April 2012 - August 2013
ServiceMaster March 2011 - April 2012
ServiceMaster April 2010 - March 2011
Avondale Partners February 2009 - May 2009
Sapienta Consejeria April 2007 - December 2007
Skills
Financial Modeling, Valuation, Business Strategy, Mergers, Market Analysis, Finance, Equities, Mergers & Acquisitions, Financial Analysis, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master of Science in Finance, Corporate Finance
The University of Memphis 2006 — 2008
MBA, International Business
Tecnológico de Monterrey 2007 — 2007
Study Abroad, Finance
Christian Brothers High school
Christian Brothers High school
ServiceMaster Clean April 2014 - Present
ServiceMaster August 2013 - April 2014
ServiceMaster April 2012 - August 2013
ServiceMaster March 2011 - April 2012
ServiceMaster April 2010 - March 2011
Avondale Partners February 2009 - May 2009
Sapienta Consejeria April 2007 - December 2007
Skills
Financial Modeling, Valuation, Business Strategy, Mergers, Market Analysis, Finance, Equities, Mergers & Acquisitions, Financial Analysis, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master of Science in Finance, Corporate Finance
The University of Memphis 2006 — 2008
MBA, International Business
Tecnológico de Monterrey 2007 — 2007
Study Abroad, Finance
Christian Brothers High school
Christian Brothers High school
Joel Oertling's Avondale Partners Experience September 2001 - Present
Job VP Finance/CFO at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners September 2001 - Present
J.C. Bradford 1992 - 2000
Deloitte & Touche 1984 - 1992
Skills
Equities, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Financial Modeling, Business Valuation, Finance, Equity Research, Due Diligence, Asset Management, Financial Planning, Accounting, Strategic Planning, Leadership
Education
Belmont University 2008 — 2009
Scarlett Leadership Program
Louisiana State University 1981 — 1983
MS, Finance
Louisiana Tech University 1977 — 1981
BS, Accounting
Avondale Partners September 2001 - Present
J.C. Bradford 1992 - 2000
Deloitte & Touche 1984 - 1992
Skills
Equities, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Financial Modeling, Business Valuation, Finance, Equity Research, Due Diligence, Asset Management, Financial Planning, Accounting, Strategic Planning, Leadership
Education
Belmont University 2008 — 2009
Scarlett Leadership Program
Louisiana State University 1981 — 1983
MS, Finance
Louisiana Tech University 1977 — 1981
BS, Accounting
Randle Reece's Avondale Partners Experience May 2011 - Present
Job Veteran Equity Research Analyst
Industry Capital Markets
Experience
Avondale Partners May 2011 - Present
Hoover Investment Management March 2008 - January 2011
Waddell & Reed March 2000 - September 2007
Staffmark March 1999 - March 2000
Montgomery Securities 1997 - 1999
Stephens Inc. March 1996 - May 1997
Daytona Beach News-Journal August 1991 - August 1994
Skills
Equities, Mergers & Acquisitions, Equity Research, Portfolio Management, Valuation, Competitive Analysis, Equity Valuation, Financial Modeling, Financial Analysis, Editing, Investor Relations, Finance, Mergers, Asset Management, Corporate Finance, Industry Research, Market Analysis, Private Equity, Teamwork, Critical Analysis, Technical Analysis, Writing Skills, Seeing The Big Picture, Future Trends, Research, Industry Analysis, Fundamental Research, Stock Picking, Forecasting, Due Diligence, Economics, Business Valuation, Financial Statement..., Objectivity, Contrarian Investing, Taking a Beating, Venture Capital, Investments, Analysis, Investment Banking, Capital Markets
Education
University of Arkansas 1994 — 1995
MBA, Finance
Daytona State College 1993 — 1994
Business Administration
University of Arkansas 1985 — 1991
BA, Philosophy, Political Science
Northwestern University 1981 — 1982
Political Science
Avondale Partners May 2011 - Present
Hoover Investment Management March 2008 - January 2011
Waddell & Reed March 2000 - September 2007
Staffmark March 1999 - March 2000
Montgomery Securities 1997 - 1999
Stephens Inc. March 1996 - May 1997
Daytona Beach News-Journal August 1991 - August 1994
Skills
Equities, Mergers & Acquisitions, Equity Research, Portfolio Management, Valuation, Competitive Analysis, Equity Valuation, Financial Modeling, Financial Analysis, Editing, Investor Relations, Finance, Mergers, Asset Management, Corporate Finance, Industry Research, Market Analysis, Private Equity, Teamwork, Critical Analysis, Technical Analysis, Writing Skills, Seeing The Big Picture, Future Trends, Research, Industry Analysis, Fundamental Research, Stock Picking, Forecasting, Due Diligence, Economics, Business Valuation, Financial Statement..., Objectivity, Contrarian Investing, Taking a Beating, Venture Capital, Investments, Analysis, Investment Banking, Capital Markets
Education
University of Arkansas 1994 — 1995
MBA, Finance
Daytona State College 1993 — 1994
Business Administration
University of Arkansas 1985 — 1991
BA, Philosophy, Political Science
Northwestern University 1981 — 1982
Political Science
Igor Maryasis's Avondale Partners Experience July 2015 - Present
Job Director, Senior Analyst at Avondale Partners
Industry Financial Services
Experience
Avondale Partners July 2015 - Present
Asia Intel Partners, LLC January 2013 - July 2015
Newland Capital Management, LLC June 2007 - December 2012
Prudential Financial May 2006 - June 2007
Prudential Financial December 1999 - May 2006
Paine Webber July 1998 - September 1999
Skills
Valuation, Stock Picking, Investments, Hedge Funds, Financial Modeling, Equity Research, Equities, Finance, Capital Markets, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Management, Securities
Education
Pace University - Lubin School of Business 1995 — 1999
BA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Avondale Partners July 2015 - Present
Asia Intel Partners, LLC January 2013 - July 2015
Newland Capital Management, LLC June 2007 - December 2012
Prudential Financial May 2006 - June 2007
Prudential Financial December 1999 - May 2006
Paine Webber July 1998 - September 1999
Skills
Valuation, Stock Picking, Investments, Hedge Funds, Financial Modeling, Equity Research, Equities, Finance, Capital Markets, Bloomberg, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Management, Securities
Education
Pace University - Lubin School of Business 1995 — 1999
BA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Lawrence R. Pfeffer, CFA's Avondale Partners Experience September 2009 - Present
Job Vice President, Senior Analyst at Avondale Partners
Industry Financial Services
Experience
Avondale Partners September 2009 - Present
Education
Saint Louis University 2006 — 2010
Bachelor's Degree, Finance, Accounting, Summa Cum Laude
Avondale Partners September 2009 - Present
Education
Saint Louis University 2006 — 2010
Bachelor's Degree, Finance, Accounting, Summa Cum Laude
Philip Krebs's Avondale Partners Experience 2001 - Present
Job President at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners 2001 - Present
Equitable Securities 1996 - 2001
Lehman Brothers 1985 - 1996
Skills
Mergers & Acquisitions, Management, Financial Modeling, Equities, Valuation, Investment Banking, Strategic Planning, Private Equity, Venture Capital, Investments, Finance, Due Diligence, Equity Research, Business Valuation, Hedge Funds, Corporate Development, Corporate Finance, Alternative Investments, Business Development, Mergers, Capital Markets, Asset Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, General
Cornell University 1975 — 1979
Bachelor of Engineering (BEng), Operations Research
Avondale Partners 2001 - Present
Equitable Securities 1996 - 2001
Lehman Brothers 1985 - 1996
Skills
Mergers & Acquisitions, Management, Financial Modeling, Equities, Valuation, Investment Banking, Strategic Planning, Private Equity, Venture Capital, Investments, Finance, Due Diligence, Equity Research, Business Valuation, Hedge Funds, Corporate Development, Corporate Finance, Alternative Investments, Business Development, Mergers, Capital Markets, Asset Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance, General
Cornell University 1975 — 1979
Bachelor of Engineering (BEng), Operations Research
Jason (Jie) Chen's Avondale Partners Experience January 2012 - May 2012
Job Senior Risk Analyst at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
7Twelve Advisors, LLC May 2012 - November 2012
Avondale Partners January 2012 - May 2012
AIESEC July 2009 - August 2009
Skills
Financial Modeling, Valuation, Data Analysis, Presentation Development, Equity Research, Investment Banking, Bloomberg, Predictive Analytics, SAS, Financial Risk, Credit Risk, Basel II, Basel III, Econometric Modeling, Framework Design, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
University of International Business and Economics 2007 — 2011
Bachelor of Science, Finance
HSBC July 2013 - Present
7Twelve Advisors, LLC May 2012 - November 2012
Avondale Partners January 2012 - May 2012
AIESEC July 2009 - August 2009
Skills
Financial Modeling, Valuation, Data Analysis, Presentation Development, Equity Research, Investment Banking, Bloomberg, Predictive Analytics, SAS, Financial Risk, Credit Risk, Basel II, Basel III, Econometric Modeling, Framework Design, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
University of International Business and Economics 2007 — 2011
Bachelor of Science, Finance
Kyle Sparks's Avondale Partners Experience January 2010 - May 2010
Job Manager, Meaningful Use Reporting at LifePoint Hospitals
Industry Financial Services
Experience
LifePoint Hospitals November 2014 - Present
LifePoint Hospitals May 2010 - October 2014
Avondale Partners January 2010 - May 2010
Skills
Revenue Cycle, Healthcare Management
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MSF
University of Georgia - Terry College of Business 2005 — 2009
LifePoint Hospitals November 2014 - Present
LifePoint Hospitals May 2010 - October 2014
Avondale Partners January 2010 - May 2010
Skills
Revenue Cycle, Healthcare Management
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MSF
University of Georgia - Terry College of Business 2005 — 2009
Ben Sivertson's Avondale Partners Experience June 2010 - August 2010
Job Assistant Controller Operations ; 608.604.6480
Industry Food Production
Experience
Rembrandt Foods September 2014 - Present
FMC Technologies September 2013 - September 2014
Schreiber Foods August 2013 - September 2013
Schreiber Foods August 2012 - September 2013
PACCAR November 2011 - August 2012
Robert Half Finance & Accounting May 2011 - October 2011
Summit Bank August 2010 - May 2011
Avondale Partners June 2010 - August 2010
Stephens Inc. August 2009 - May 2010
Student Managed Investment Fund (SMIF) January 2009 - May 2010
Education
Minnesota State University, Mankato 2015 — 2015
Master of Business Administration (M.B.A.), Economics
Henderson State University 2009 — 2015
MBA, Finance and Investments
Henderson State University 2007 — 2009
BBA, Accounting
Rembrandt Foods September 2014 - Present
FMC Technologies September 2013 - September 2014
Schreiber Foods August 2013 - September 2013
Schreiber Foods August 2012 - September 2013
PACCAR November 2011 - August 2012
Robert Half Finance & Accounting May 2011 - October 2011
Summit Bank August 2010 - May 2011
Avondale Partners June 2010 - August 2010
Stephens Inc. August 2009 - May 2010
Student Managed Investment Fund (SMIF) January 2009 - May 2010
Education
Minnesota State University, Mankato 2015 — 2015
Master of Business Administration (M.B.A.), Economics
Henderson State University 2009 — 2015
MBA, Finance and Investments
Henderson State University 2007 — 2009
BBA, Accounting
Arthur Yingpeng Chu's Avondale Partners Experience February 2015 - April 2015
Job Global Markets Summer Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Vanderbilt International Students' Association September 2013 - May 2015
Avondale Partners February 2015 - April 2015
UBS Investment Bank June 2014 - August 2014
UBS Investment Bank July 2013 - August 2013
Rinehart Capital Partners LLC January 2013 - May 2013
Rocket Internet GmbH February 2012 - April 2012
World Leadership Conference 2011 May 2010 - July 2011
Skills
R, Financial Modeling, Statistics, Stata, Economics, Equity Research
Education
Raffles Junior College 2010 — 2012
Vanderbilt University
Bachelor of Science (BSc), Computer Science, Mathematics & Financial Economics
Bank of America Merrill Lynch June 2015 - August 2015
Vanderbilt International Students' Association September 2013 - May 2015
Avondale Partners February 2015 - April 2015
UBS Investment Bank June 2014 - August 2014
UBS Investment Bank July 2013 - August 2013
Rinehart Capital Partners LLC January 2013 - May 2013
Rocket Internet GmbH February 2012 - April 2012
World Leadership Conference 2011 May 2010 - July 2011
Skills
R, Financial Modeling, Statistics, Stata, Economics, Equity Research
Education
Raffles Junior College 2010 — 2012
Vanderbilt University
Bachelor of Science (BSc), Computer Science, Mathematics & Financial Economics
Peter Heckmann, CFA's Avondale Partners Experience August 2010 - Present
Job
Industry Capital Markets
Experience
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Avondale Partners August 2010 - Present
Blackthorn Investment Group December 2007 - August 2010
A.G. Edwards October 2005 - November 2007
Stifel Nicolaus October 2001 - October 2005
Hoak Breedlove Wesneski October 1999 - October 2001
George K. Baum & Company February 1997 - October 1999
Skills
Institutional Marketing, Equities, Hedge Funds, Capital Markets, Venture Capital, Equity Research
Education
CFA Institute 1999 — 2001
CFA
Creighton University 1993 — 1994
MBA
Creighton University 1987 — 1991
BA
Samuel Schieber's Avondale Partners Experience January 2012 - June 2012
Job Consultant at W. Capra Consulting Group
Industry Information Technology and Services
Experience
W. Capra Consulting Group February 2015 - Present
Epic August 2012 - February 2015
Avondale Partners January 2012 - June 2012
Towers Watson May 2011 - August 2011
Infegy May 2010 - August 2010
Skills
Management, Project Management, Social Media, Analysis, Market Research, Research, Data Analysis, Healthcare, Qualitative Research, Access
Education
Saint Louis University 2008 — 2012
Bachelor of Business Administration (BBA), Economics, Finance
Rockhurst High School 2004 — 2008
W. Capra Consulting Group February 2015 - Present
Epic August 2012 - February 2015
Avondale Partners January 2012 - June 2012
Towers Watson May 2011 - August 2011
Infegy May 2010 - August 2010
Skills
Management, Project Management, Social Media, Analysis, Market Research, Research, Data Analysis, Healthcare, Qualitative Research, Access
Education
Saint Louis University 2008 — 2012
Bachelor of Business Administration (BBA), Economics, Finance
Rockhurst High School 2004 — 2008
Jamie Lane's Avondale Partners Experience July 2011 - March 2012
Job Financial and Legal Services Expert
Industry Financial Services
Experience
Dold for Congress 2014 January 2014 - January 2015
J.P. Morgan Private Wealth Management June 2013 - October 2013
Bernstein Global Wealth Management September 2012 - March 2013
Avondale Partners July 2011 - March 2012
William Blair and Company 2000 - March 2011
Katten Muchin Rosenman LLP 1996 - 2000
Skills
Finance, Investments, Financial Services, Banking, Tax, Series 7, Equities, Corporate Law, Criminal Law, Securities Litigation, Asset Management, Series 63, Series 65, Wealth Management, Estate Planning, Alternative Investments, Equity Research, Capital Markets, Securities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Financial Advisory, Strategy, Asset Allocation, Private Equity, Portfolio Management, Financial Modeling
Education
Northwestern University School of Law 1993 — 1996
JD, Law, Manga Cum Laude
Colgate University 1987 — 1991
BA, Political Science, Economics
New Trier High School 1983 — 1987
Dold for Congress 2014 January 2014 - January 2015
J.P. Morgan Private Wealth Management June 2013 - October 2013
Bernstein Global Wealth Management September 2012 - March 2013
Avondale Partners July 2011 - March 2012
William Blair and Company 2000 - March 2011
Katten Muchin Rosenman LLP 1996 - 2000
Skills
Finance, Investments, Financial Services, Banking, Tax, Series 7, Equities, Corporate Law, Criminal Law, Securities Litigation, Asset Management, Series 63, Series 65, Wealth Management, Estate Planning, Alternative Investments, Equity Research, Capital Markets, Securities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Financial Advisory, Strategy, Asset Allocation, Private Equity, Portfolio Management, Financial Modeling
Education
Northwestern University School of Law 1993 — 1996
JD, Law, Manga Cum Laude
Colgate University 1987 — 1991
BA, Political Science, Economics
New Trier High School 1983 — 1987
Stan Yao's Avondale Partners Experience January 2011 - April 2011
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
DentaQuest May 2015 - July 2015
Ernst & Young LLP October 2013 - August 2014
Deloitte Financial Advisory Services LLP September 2011 - September 2013
Avondale Partners January 2011 - April 2011
Guangzhou Securities October 2009 - March 2010
Bank of China June 2009 - September 2009
Skills
Equity Research, Business Valuation, Financial Modeling, Financial Statement..., Intangible Assets, Financial Services, Investment Banking, Finance, Mergers & Acquisitions, Portfolio Management, Derivatives, Asset Management, Risk Management, Investments, Financial Analysis, Valuation, Legal Research
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
M.S., Finance
University of North Carolina at Pembroke 2006 — 2010
B.S., Accounting
Guangdong University of Finance and Economics 2004 — 2010
Bachelor, Law (LL.B.)
DentaQuest May 2015 - July 2015
Ernst & Young LLP October 2013 - August 2014
Deloitte Financial Advisory Services LLP September 2011 - September 2013
Avondale Partners January 2011 - April 2011
Guangzhou Securities October 2009 - March 2010
Bank of China June 2009 - September 2009
Skills
Equity Research, Business Valuation, Financial Modeling, Financial Statement..., Intangible Assets, Financial Services, Investment Banking, Finance, Mergers & Acquisitions, Portfolio Management, Derivatives, Asset Management, Risk Management, Investments, Financial Analysis, Valuation, Legal Research
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
M.S., Finance
University of North Carolina at Pembroke 2006 — 2010
B.S., Accounting
Guangdong University of Finance and Economics 2004 — 2010
Bachelor, Law (LL.B.)
Donghui (Jane) Zhao's Avondale Partners Experience January 2015 - April 2015
Job MS Quantitative Finance Student at Washington University in St. Louis
Industry Financial Services
Experience
Washington University Investment Management Company September 2015 - Present
Fidelity Investments June 2015 - August 2015
Wells Fargo Advisors January 2015 - May 2015
Olin Business School September 2014 - May 2015
Olin Business School August 2014 - May 2015
Avondale Partners January 2015 - April 2015
Bank of Communications Limited June 2014 - July 2014
Bain & Company September 2013 - January 2014
China Universal Asset Management May 2013 - September 2013
China Nickel Resources Holdings Company Limited January 2013 - January 2013
Education
Washington University in St. Louis 2014 — 2015
Master's Degree
Tsinghua University 2013 — 2014
Exchange student in School of Economics & Management (SEM)
University of Wisconsin-Madison 2012 — 2014
Bachelor of Science (BS)
University of International Business and Economics 2009 — 2012
Zhengzhou Foreign Language School 2006 — 2009
Washington University Investment Management Company September 2015 - Present
Fidelity Investments June 2015 - August 2015
Wells Fargo Advisors January 2015 - May 2015
Olin Business School September 2014 - May 2015
Olin Business School August 2014 - May 2015
Avondale Partners January 2015 - April 2015
Bank of Communications Limited June 2014 - July 2014
Bain & Company September 2013 - January 2014
China Universal Asset Management May 2013 - September 2013
China Nickel Resources Holdings Company Limited January 2013 - January 2013
Education
Washington University in St. Louis 2014 — 2015
Master's Degree
Tsinghua University 2013 — 2014
Exchange student in School of Economics & Management (SEM)
University of Wisconsin-Madison 2012 — 2014
Bachelor of Science (BS)
University of International Business and Economics 2009 — 2012
Zhengzhou Foreign Language School 2006 — 2009
Rick Kneiser's Avondale Partners Experience October 2013 - Present
Job Vice President at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners October 2013 - Present
Rick Kneiser January 2013 - October 2013
BGB Securities Inc. March 2011 - January 2013
Morgan Joseph TriArtisan LLC July 2008 - July 2010
Ferris,Baker Watts, Inc. September 2006 - June 2008
Stifel Nicolaus 2000 - 2006
B.C. Ziegler 1996 - 2000
Skills
Equities, Capital Markets, Valuation, Investment Banking, Securities, Series 7, Investments, Financial Modeling, Trading, Corporate Finance, Due Diligence, Series 63, Equity Valuation, Institutional..., Equity Research, Financial Services
Education
Marquette University 1980 — 1983
Bachelor's degree, Philosophy
Xavier University 1978 — 1980
Avondale Partners October 2013 - Present
Rick Kneiser January 2013 - October 2013
BGB Securities Inc. March 2011 - January 2013
Morgan Joseph TriArtisan LLC July 2008 - July 2010
Ferris,Baker Watts, Inc. September 2006 - June 2008
Stifel Nicolaus 2000 - 2006
B.C. Ziegler 1996 - 2000
Skills
Equities, Capital Markets, Valuation, Investment Banking, Securities, Series 7, Investments, Financial Modeling, Trading, Corporate Finance, Due Diligence, Series 63, Equity Valuation, Institutional..., Equity Research, Financial Services
Education
Marquette University 1980 — 1983
Bachelor's degree, Philosophy
Xavier University 1978 — 1980
Ayesha Ghaffar's Avondale Partners Experience 2010 - 2011
Job Senior Analyst
Industry Computer Software
Experience
Flash Volunteer June 2014 - Present
Microsoft August 2013 - Present
Belmont Enactus (formerly known as SIFE) April 2011 - Present
PhilanthroTeach November 2010 - Present
Pharos Capital Group June 2012 - December 2012
Courage Capital Management October 2011 - May 2012
Morgan Keegan June 2011 - August 2011
Avondale Partners 2010 - 2011
HCA June 2010 - August 2010
Wilco Tutoring September 2008 - May 2010
Skills
Entrepreneurship, Financial Modeling, Investment Banking, Financial Analysis, Market Research, User Experience Design, Microsoft SQL Server, Sales Compensation, Investments, Research, Finance, Valuation, Leadership, Equity Research, Public Speaking, Non-profits, Business Analysis, Business Development, Spanish, Financial Accounting, Social Media, Accounting, Business Planning, Analytics, Management, Corporate Finance, Data Analysis, Predictive Analytics, Strategic Financial..., Database Design, Compensation Strategies, Private Equity, Due Diligence, Economics, Venture Capital, Equities, Start-ups, Asset Management
Education
Belmont University 2009 — 2013
Bachelors of Business Administration, Double Major Finance & Accounting; Minor in Applied Mathematics for Finance, Summa Cum Laude
Flash Volunteer June 2014 - Present
Microsoft August 2013 - Present
Belmont Enactus (formerly known as SIFE) April 2011 - Present
PhilanthroTeach November 2010 - Present
Pharos Capital Group June 2012 - December 2012
Courage Capital Management October 2011 - May 2012
Morgan Keegan June 2011 - August 2011
Avondale Partners 2010 - 2011
HCA June 2010 - August 2010
Wilco Tutoring September 2008 - May 2010
Skills
Entrepreneurship, Financial Modeling, Investment Banking, Financial Analysis, Market Research, User Experience Design, Microsoft SQL Server, Sales Compensation, Investments, Research, Finance, Valuation, Leadership, Equity Research, Public Speaking, Non-profits, Business Analysis, Business Development, Spanish, Financial Accounting, Social Media, Accounting, Business Planning, Analytics, Management, Corporate Finance, Data Analysis, Predictive Analytics, Strategic Financial..., Database Design, Compensation Strategies, Private Equity, Due Diligence, Economics, Venture Capital, Equities, Start-ups, Asset Management
Education
Belmont University 2009 — 2013
Bachelors of Business Administration, Double Major Finance & Accounting; Minor in Applied Mathematics for Finance, Summa Cum Laude
John Colling III, CPA's Avondale Partners Experience May 2007 - August 2007
Job Senior Consultant at Verizon
Industry Accounting
Experience
Verizon June 2014 - Present
Vanderbilt Owen Graduate School of Management September 2012 - May 2014
Verizon Wireless May 2013 - August 2013
Bradley & Associates, Inc. July 2008 - June 2012
Avondale Partners May 2007 - August 2007
Skills
Auditing, Healthcare Consulting, Strategy, Internal Controls, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Financial Modeling, Business Process..., Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance, 3.6
Indiana University Bloomington 2004 — 2008
Bachelor of Science in Business, Accounting/Finance
Verizon June 2014 - Present
Vanderbilt Owen Graduate School of Management September 2012 - May 2014
Verizon Wireless May 2013 - August 2013
Bradley & Associates, Inc. July 2008 - June 2012
Avondale Partners May 2007 - August 2007
Skills
Auditing, Healthcare Consulting, Strategy, Internal Controls, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Financial Modeling, Business Process..., Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance, 3.6
Indiana University Bloomington 2004 — 2008
Bachelor of Science in Business, Accounting/Finance
Emily Evans's Avondale Partners Experience October 2011 - February 2013
Job Partner at Obsidian Research Group
Industry Financial Services
Experience
Obsidian Research Group March 2013 - Present
Independent Consultant November 2000 - Present
Avondale Partners October 2011 - February 2013
ValuBond May 2000 - November 2001
J. C. Bradford & Co. May 1989 - June 2000
Education
Mount Holyoke College 1980 — 1984
B.A., Art History & Economics
The Madeira School 1976 — 1980
Obsidian Research Group March 2013 - Present
Independent Consultant November 2000 - Present
Avondale Partners October 2011 - February 2013
ValuBond May 2000 - November 2001
J. C. Bradford & Co. May 1989 - June 2000
Education
Mount Holyoke College 1980 — 1984
B.A., Art History & Economics
The Madeira School 1976 — 1980
Edward Armstrong's Avondale Partners Experience June 2008 - Present
Job Director Institutional Equity Research Sales at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners June 2008 - Present
Ferris,Baker Watts Incorporated May 2005 - June 2008
Wachovia Securities March 2000 - May 2005
Skills
Investment Banking, Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Management, Structured Finance
Education
Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Political Science
Avondale Partners June 2008 - Present
Ferris,Baker Watts Incorporated May 2005 - June 2008
Wachovia Securities March 2000 - May 2005
Skills
Investment Banking, Equity Research, Equities, Valuation, Financial Modeling, Portfolio Management, Investments, Asset Management, Structured Finance
Education
Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Political Science
Ruwan Jayasumana's Avondale Partners Experience December 2013 - April 2014
Job Senior Analyst, AML Compliance at Western Union
Industry
Experience
Western Union July 2015 - Present
Western Union July 2014 - Present
Avondale Partners December 2013 - April 2014
Information System Technologies Inc. 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Data Analysis, Statistics, Microsoft Office, Equity Research, Economics, Valuation, Finance, PowerPoint, Corporate Finance, Microsoft Excel, Derivatives, SAS programming, Public Speaking, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master's Degree, Quantitative Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelors of Science in Business Administration, Finance
Fort Collins High School
Western Union July 2015 - Present
Western Union July 2014 - Present
Avondale Partners December 2013 - April 2014
Information System Technologies Inc. 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Data Analysis, Statistics, Microsoft Office, Equity Research, Economics, Valuation, Finance, PowerPoint, Corporate Finance, Microsoft Excel, Derivatives, SAS programming, Public Speaking, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Master's Degree, Quantitative Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelors of Science in Business Administration, Finance
Fort Collins High School
Karen Reeves Peek's Avondale Partners Experience June 2001 - Present
Job Sales Assistant at Avondale Partners
Industry Investment Banking
Experience
Avondale Partners June 2001 - Present
SunTrust Equitable Securities February 1995 - June 2001
Skills
Equities, Bloomberg, Investment Banking, Series 7, Capital Markets, Series 63
Education
David Lipscomb University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Avondale Partners June 2001 - Present
SunTrust Equitable Securities February 1995 - June 2001
Skills
Equities, Bloomberg, Investment Banking, Series 7, Capital Markets, Series 63
Education
David Lipscomb University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Robert Hammel's Avondale Partners Experience January 2008 - March 2009
Job Associate Equity Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2009 - Present
Avondale Partners January 2008 - March 2009
AG Edwards October 2006 - November 2007
AG Edwards July 2005 - October 2006
Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Valuation, Series 63, Equity Research
Education
Florida State University 2001 — 2005
Bachelor's degree, Accounting and Finance
Wells Fargo April 2009 - Present
Avondale Partners January 2008 - March 2009
AG Edwards October 2006 - November 2007
AG Edwards July 2005 - October 2006
Skills
Series 7, Financial Modeling, Investments, Equities, Financial Analysis, Valuation, Series 63, Equity Research
Education
Florida State University 2001 — 2005
Bachelor's degree, Accounting and Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial