B. Riley & Co.
Description
Address: 299 Park Ave #7, New York, NY 10171 Phone: (212) 457-3300: : : : Place name: Category: : : Hours: Website: Website: http://www.fbr.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FBR & Co Posting publicly on the Web Write a review Reviews Be the first to review
B. Riley & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at B. Riley & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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B. Riley & Co. Employees
Employee
Years
Job
Industry
Jack Carskaddon Jack Carskaddon's B. Riley & Co. Experience January 2014 - July 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2015 - Present
B. Riley & Co. January 2014 - July 2014
MicroBusiness Mentors April 2013 - December 2013
Repair Report February 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Sales, Leadership, Entrepreneurship, Microsoft Excel, Research, Strategy
Education
Brigham Young University 2011 — 2014
Wells Fargo Securities March 2015 - Present
B. Riley & Co. January 2014 - July 2014
MicroBusiness Mentors April 2013 - December 2013
Repair Report February 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Sales, Leadership, Entrepreneurship, Microsoft Excel, Research, Strategy
Education
Brigham Young University 2011 — 2014
Joe Ingraham's B. Riley & Co. Experience June 2008 - November 2008
Job Senior Financial Analyst Dotcom and Marketing at SEPHORA
Industry Retail
Experience
SEPHORA March 2015 - Present
Sephora August 2013 - March 2015
Provident Funding Associates L.P. February 2009 - August 2013
B. Riley & Co. June 2008 - November 2008
Merrill Lynch June 2007 - August 2007
Skills
Capital Markets, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Credit Analysis, Analysis, Equity Research, Equities, Investments, Trading, Corporate Finance, Credit, Mortgage Lending, Finance, Forecasting
Education
University of Southern California 2004 — 2008
Bachelor of Science, Finance and Business Economics, International Business
Budapesti Corvinus Egyetem
SEPHORA March 2015 - Present
Sephora August 2013 - March 2015
Provident Funding Associates L.P. February 2009 - August 2013
B. Riley & Co. June 2008 - November 2008
Merrill Lynch June 2007 - August 2007
Skills
Capital Markets, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Credit Analysis, Analysis, Equity Research, Equities, Investments, Trading, Corporate Finance, Credit, Mortgage Lending, Finance, Forecasting
Education
University of Southern California 2004 — 2008
Bachelor of Science, Finance and Business Economics, International Business
Budapesti Corvinus Egyetem
Irene Zou Irene Zou's B. Riley & Co. Experience November 2013 - May 2014
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Morpheus Capital June 2014 - November 2014
B. Riley & Co. November 2013 - May 2014
Merrill Lynch June 2013 - September 2013
Room to Read June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Business Strategy, Financial Modeling, Leadership, Competitive Analysis, Public Speaking, Investments, Investment Banking, Equity Research
Education
University of California, Berkeley 2012 — 2016
Goldman Sachs June 2015 - August 2015
Morpheus Capital June 2014 - November 2014
B. Riley & Co. November 2013 - May 2014
Merrill Lynch June 2013 - September 2013
Room to Read June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Business Strategy, Financial Modeling, Leadership, Competitive Analysis, Public Speaking, Investments, Investment Banking, Equity Research
Education
University of California, Berkeley 2012 — 2016
Hanying Mo Hanying Mo's B. Riley & Co. Experience June 2014 - August 2014
Job Student at University of California, Berkeley
Industry Financial Services
Experience
B. Riley & Co. June 2014 - August 2014
BayStreet Research, LLC January 2014 - May 2014
Deloitte April 2014 - April 2014
FireEye, Inc. January 2014 - January 2014
CollegeNode June 2012 - May 2013
Skills
Market Research, Leadership, Teamwork, Financial Analysis, Data Analysis, Public Speaking, Presentations, Economics, Statistics, Financial Modeling
Education
University of California, Berkeley 2013 — 2017
Bachelor's Degree, Statistics and Economics
Amador Valley High School 2009 — 2013
High School
B. Riley & Co. June 2014 - August 2014
BayStreet Research, LLC January 2014 - May 2014
Deloitte April 2014 - April 2014
FireEye, Inc. January 2014 - January 2014
CollegeNode June 2012 - May 2013
Skills
Market Research, Leadership, Teamwork, Financial Analysis, Data Analysis, Public Speaking, Presentations, Economics, Statistics, Financial Modeling
Education
University of California, Berkeley 2013 — 2017
Bachelor's Degree, Statistics and Economics
Amador Valley High School 2009 — 2013
High School
Jonathon Park Jonathon Park's B. Riley & Co. Experience June 2013 - August 2013
Job Full Stack Web Developer
Industry Computer Software
Experience
School of Devs July 2014 - Present
B. Riley & Co. June 2013 - August 2013
PMAC Lending Services Inc. April 2013 - June 2013
PMAC Lending Services Inc. June 2012 - August 2012
Skills
Valuation, HTML, CSS, JavaScript, Ruby on Rails, HTML5, AngularJS, Ruby, jQuery, jQuery UI, Databases, Bootstrap, Wireframes, Scrum, User Experience, Agile & Waterfall..., User Interface Design, PostgreSQL, MongoDB, Node.js, Pivotal Tracker
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), History
Webb School of California 2007 — 2010
High School Diploma
School of Devs July 2014 - Present
B. Riley & Co. June 2013 - August 2013
PMAC Lending Services Inc. April 2013 - June 2013
PMAC Lending Services Inc. June 2012 - August 2012
Skills
Valuation, HTML, CSS, JavaScript, Ruby on Rails, HTML5, AngularJS, Ruby, jQuery, jQuery UI, Databases, Bootstrap, Wireframes, Scrum, User Experience, Agile & Waterfall..., User Interface Design, PostgreSQL, MongoDB, Node.js, Pivotal Tracker
Education
Cornell University 2010 — 2014
Bachelor of Arts (B.A.), History
Webb School of California 2007 — 2010
High School Diploma
Kenji Ueki Kenji Ueki's B. Riley & Co. Experience June 2014 - March 2015
Job Associate Account Strategist at Google
Industry Internet
Experience
Google April 2015 - Present
B. Riley & Co. June 2014 - March 2015
Wells Fargo May 2013 - August 2013
City National Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
USANA Health Sciences June 2011 - January 2012
Toyota Motor Sales June 2011 - August 2011
LOUD Clothing December 2008 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Accounting, Sales, Process Improvement, Marketing, Management, Finance, Banking, Analysis, Portfolio Management, Data Analysis, Investments, Asset Management, Leadership, Wealth Management, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
B.S, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration
Torrance High School 2006 — 2010
Google April 2015 - Present
B. Riley & Co. June 2014 - March 2015
Wells Fargo May 2013 - August 2013
City National Bank June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
USANA Health Sciences June 2011 - January 2012
Toyota Motor Sales June 2011 - August 2011
LOUD Clothing December 2008 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Accounting, Sales, Process Improvement, Marketing, Management, Finance, Banking, Analysis, Portfolio Management, Data Analysis, Investments, Asset Management, Leadership, Wealth Management, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
B.S, Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Science (BS), Business Administration
Torrance High School 2006 — 2010
Cody Agee's B. Riley & Co. Experience May 2015 - Present
Job Investment Banking Analyst at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. May 2015 - Present
AGC Partners September 2014 - March 2015
Nicholas Investment Partners June 2014 - July 2014
Lee and Associates June 2013 - August 2013
Beijing Normal University Middle School March 2013 - April 2013
Skills
Teamwork, Financial Analysis, Microsoft Excel, Chinese, Time Management, Microsoft Office, PowerPoint, Hedge Funds, Microsoft Word, Finance, Work Ethic, Stock Trading, Investment Management, Venture Capital, Integrity, Energetic team player, Consulting, Marketing, Investment Banking, Valuation, Financial Modeling, Corporate Finance, DCF Valuation, LBO, Capital IQ
Education
Linfield College 2010 — 2014
Bachelor of Arts (B.A.), Finance, Cum Laude
B. Riley & Co. May 2015 - Present
AGC Partners September 2014 - March 2015
Nicholas Investment Partners June 2014 - July 2014
Lee and Associates June 2013 - August 2013
Beijing Normal University Middle School March 2013 - April 2013
Skills
Teamwork, Financial Analysis, Microsoft Excel, Chinese, Time Management, Microsoft Office, PowerPoint, Hedge Funds, Microsoft Word, Finance, Work Ethic, Stock Trading, Investment Management, Venture Capital, Integrity, Energetic team player, Consulting, Marketing, Investment Banking, Valuation, Financial Modeling, Corporate Finance, DCF Valuation, LBO, Capital IQ
Education
Linfield College 2010 — 2014
Bachelor of Arts (B.A.), Finance, Cum Laude
Adam Goldston Adam Goldston's B. Riley & Co. Experience July 2011 - December 2012
Job Vice President Corporate Development at Heritage Development Organization
Industry Financial Services
Experience
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
Justin C.S. Stanford Justin C.S. Stanford's B. Riley & Co. Experience February 2014 - July 2014
Job Reirement Plan Service Representative at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Center of Economic Education, CSUF October 2014 - June 2015
B. Riley & Co. February 2014 - July 2014
Summerlin Asset Management, LLC July 2013 - July 2014
KW Commercial February 2012 - February 2014
Skills
Investments, Property Management, Disposition, Investment Properties, Negotiation, Asset Management, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Economics, Leases, Commercial Real Estate..., Leadership, Entrepreneurship, Brokerage, Mergers & Acquisitions, Economics, Investors, Real Estate, Due Diligence, Asset Managment, Location Intelligence, Investment Banking, Corporate Finance
Education
California State University-Fullerton
Bachelors of Arts, Economics (Expected 2015)
Vanguard July 2015 - Present
Center of Economic Education, CSUF October 2014 - June 2015
B. Riley & Co. February 2014 - July 2014
Summerlin Asset Management, LLC July 2013 - July 2014
KW Commercial February 2012 - February 2014
Skills
Investments, Property Management, Disposition, Investment Properties, Negotiation, Asset Management, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Economics, Leases, Commercial Real Estate..., Leadership, Entrepreneurship, Brokerage, Mergers & Acquisitions, Economics, Investors, Real Estate, Due Diligence, Asset Managment, Location Intelligence, Investment Banking, Corporate Finance
Education
California State University-Fullerton
Bachelors of Arts, Economics (Expected 2015)
Garret Orbach Garret Orbach's B. Riley & Co. Experience February 2014 - Present
Job Investment Banking Analyst B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. February 2014 - Present
j2 Global Communications April 2012 - February 2014
CNBC Financial News June 2011 - August 2011
Skills
Series 79, Series 63, CapitalIQ, CapIQ, Financial Analysis, PowerPoint, Access, Excel, Prophix, Mergers, Investments, Management, Finance, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Microsoft Office, Financial Planning, Microsoft Word, Research, Analysis, Capital Markets, Economics
Education
University of California, Los Angeles 2009 — 2011
BA, Economics
Notre Dame High School 2006 — 2009
B. Riley & Co. February 2014 - Present
j2 Global Communications April 2012 - February 2014
CNBC Financial News June 2011 - August 2011
Skills
Series 79, Series 63, CapitalIQ, CapIQ, Financial Analysis, PowerPoint, Access, Excel, Prophix, Mergers, Investments, Management, Finance, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Microsoft Office, Financial Planning, Microsoft Word, Research, Analysis, Capital Markets, Economics
Education
University of California, Los Angeles 2009 — 2011
BA, Economics
Notre Dame High School 2006 — 2009
Aaron Solganick's B. Riley & Co. Experience January 2007 - March 2008
Job CEO at Solganick & Co.
Industry Investment Banking
Experience
Solganick & Co. September 2015 - Present
Generation Equity Advisors, LLC January 2009 - Present
B. Riley & Co. January 2007 - March 2008
KPMG Corporate Finance, LLC August 2004 - October 2006
SG Capital, LLC October 2002 - August 2004
Southwest Securities, Inc. January 2001 - January 2002
Perot Systems Corp. May 1998 - December 2000
American Electric Power January 1996 - May 1998
Bear Stearns & Co. March 1993 - November 1995
Skills
Corporate Finance, Mergers, Investment Banking, Deal Structuring, Private Equity, Corporate Development, Capital Markets, LBO, M&A experience, Valuation, Acquisitions, M&A execution, M&A analysis, International M&A, Deal Origination, Negotiation, Mergers & Acquisitions, Strategic Partnerships, Strategy, Financial Modeling
Education
Southern Methodist University 1998 — 2000
Master of Business Administration (MBA), Finance, Entreprenuership, Strategy
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance and Strategy
University of North Texas 1989 — 1994
BBA, Finance
Solganick & Co. September 2015 - Present
Generation Equity Advisors, LLC January 2009 - Present
B. Riley & Co. January 2007 - March 2008
KPMG Corporate Finance, LLC August 2004 - October 2006
SG Capital, LLC October 2002 - August 2004
Southwest Securities, Inc. January 2001 - January 2002
Perot Systems Corp. May 1998 - December 2000
American Electric Power January 1996 - May 1998
Bear Stearns & Co. March 1993 - November 1995
Skills
Corporate Finance, Mergers, Investment Banking, Deal Structuring, Private Equity, Corporate Development, Capital Markets, LBO, M&A experience, Valuation, Acquisitions, M&A execution, M&A analysis, International M&A, Deal Origination, Negotiation, Mergers & Acquisitions, Strategic Partnerships, Strategy, Financial Modeling
Education
Southern Methodist University 1998 — 2000
Master of Business Administration (MBA), Finance, Entreprenuership, Strategy
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance and Strategy
University of North Texas 1989 — 1994
BBA, Finance
Doug Pickering Doug Pickering's B. Riley & Co. Experience 2001 - 2004
Job BBQ Pitmaster at NL Group
Industry Restaurants
Experience
NL Group October 2014 - Present
D.W.P. January 2013 - Present
Work. Bar and Grill April 2013 - April 2014
SWBC Real Estate, LLC September 2010 - January 2013
WS Capital Lp February 2004 - April 2009
B. Riley & Co. 2001 - 2004
Skills
Valuation, Investments, Debt, Private Equity, Equities, Due Diligence, Financial Modeling, Portfolio Management, Trading, Asset Managment, Asset Management, Mergers & Acquisitions, Alternative Investments, Commercial Real Estate, Hedge Funds, Emerging Markets
Education
Southern Methodist University 1997 — 2001
B.S., Economics, Spanish
NL Group October 2014 - Present
D.W.P. January 2013 - Present
Work. Bar and Grill April 2013 - April 2014
SWBC Real Estate, LLC September 2010 - January 2013
WS Capital Lp February 2004 - April 2009
B. Riley & Co. 2001 - 2004
Skills
Valuation, Investments, Debt, Private Equity, Equities, Due Diligence, Financial Modeling, Portfolio Management, Trading, Asset Managment, Asset Management, Mergers & Acquisitions, Alternative Investments, Commercial Real Estate, Hedge Funds, Emerging Markets
Education
Southern Methodist University 1997 — 2001
B.S., Economics, Spanish
Bill Ong Bill Ong's B. Riley & Co. Experience 2012 - 2012
Job Senior Director of Finance, Investor Relations at JDS Uniphase
Industry Telecommunications
Experience
JDS Uniphase November 2013 - Present
J&JH Company January 2013 - October 2013
B. Riley & Co. 2012 - 2012
Ticonderoga Securities LLC 2011 - 2012
Merriman Capital 2009 - 2011
Broadpoint Gleacher (formerly American Technology Research) 2003 - 2008
Elijah Asset Management (spin-out of Robertson Stephens Asset Management) 1999 - 2003
Bank of America (formerly Montgomery Securities) 1996 - 1999
Applied Materials 1988 - 1996
Intel 1984 - 1988
Skills
Semiconductors, Equity Research, Solar Energy, Buy-side, Sell Side, Equities, Financial Modeling, Cleantech, Valuation, Investor Relations, Financial Planning &..., Investment Banking, Start-ups, Investments, Equity Valuation, Strategy, Venture Capital, Due Diligence, Hedge Funds, Finance, Corporate Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Applied Physics
Santa Clara University - Leavey School of Business
MBA, Finance
JDS Uniphase November 2013 - Present
J&JH Company January 2013 - October 2013
B. Riley & Co. 2012 - 2012
Ticonderoga Securities LLC 2011 - 2012
Merriman Capital 2009 - 2011
Broadpoint Gleacher (formerly American Technology Research) 2003 - 2008
Elijah Asset Management (spin-out of Robertson Stephens Asset Management) 1999 - 2003
Bank of America (formerly Montgomery Securities) 1996 - 1999
Applied Materials 1988 - 1996
Intel 1984 - 1988
Skills
Semiconductors, Equity Research, Solar Energy, Buy-side, Sell Side, Equities, Financial Modeling, Cleantech, Valuation, Investor Relations, Financial Planning &..., Investment Banking, Start-ups, Investments, Equity Valuation, Strategy, Venture Capital, Due Diligence, Hedge Funds, Finance, Corporate Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Applied Physics
Santa Clara University - Leavey School of Business
MBA, Finance
Kabir Grewal Kabir Grewal's B. Riley & Co. Experience June 2013 - August 2013
Job Student at New York University
Industry Investment Management
Experience
Spectrum Pharmaceuticals June 2014 - August 2014
B. Riley & Co. June 2013 - August 2013
Global Hunter Securities June 2011 - August 2011
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Spectrum Pharmaceuticals June 2014 - August 2014
B. Riley & Co. June 2013 - August 2013
Global Hunter Securities June 2011 - August 2011
Education
New York University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Jason Zoltak Jason Zoltak's B. Riley & Co. Experience June 2014 - Present
Job Investment Banking Analyst at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. June 2014 - Present
Snowdon Partners June 2013 - August 2013
Decolin Inc. June 2012 - August 2012
Java U January 2011 - May 2012
B&G Realties June 2010 - August 2010
Skills
Microsoft Excel, Analytical, Interpersonal..., Close Attention to..., Analytical Skills, Data Modeling, Business Analytics, Leadership, Market Research, Investments, Financial Analysis, Teamwork, Microsoft Word, Investment Banking, Event Planning
Education
Richard Ivey School of Business 2012 — 2014
Honors Business Administration, Finance
Western University 2011 — 2014
Finance
Dawson College 2009 — 2011
DEC, Commerce
Western University
B. Riley & Co. June 2014 - Present
Snowdon Partners June 2013 - August 2013
Decolin Inc. June 2012 - August 2012
Java U January 2011 - May 2012
B&G Realties June 2010 - August 2010
Skills
Microsoft Excel, Analytical, Interpersonal..., Close Attention to..., Analytical Skills, Data Modeling, Business Analytics, Leadership, Market Research, Investments, Financial Analysis, Teamwork, Microsoft Word, Investment Banking, Event Planning
Education
Richard Ivey School of Business 2012 — 2014
Honors Business Administration, Finance
Western University 2011 — 2014
Finance
Dawson College 2009 — 2011
DEC, Commerce
Western University
Adam Little Adam Little's B. Riley & Co. Experience January 2013 - Present
Job Managing Director at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. January 2013 - Present
B. Riley & Company October 2008 - December 2012
Friend & Company October 1999 - June 2003
Skills
Private Equity, Private Placements, Investment Banking, LBO, Mergers, Corporate Finance, Mergers & Acquisitions, Acquisitions, Growth Capital, M&A experience, Financial Structuring, Valuation, IPO, Corporate Development, Equities, Leveraged Finance, Venture Capital, Business Valuation, Capital Markets, Financial Modeling
Education
University of California, Davis 1995 — 1999
B.S., Economics
B. Riley & Co. January 2013 - Present
B. Riley & Company October 2008 - December 2012
Friend & Company October 1999 - June 2003
Skills
Private Equity, Private Placements, Investment Banking, LBO, Mergers, Corporate Finance, Mergers & Acquisitions, Acquisitions, Growth Capital, M&A experience, Financial Structuring, Valuation, IPO, Corporate Development, Equities, Leveraged Finance, Venture Capital, Business Valuation, Capital Markets, Financial Modeling
Education
University of California, Davis 1995 — 1999
B.S., Economics
Robert Reinsberg's B. Riley & Co. Experience June 2002 - March 2003
Job Finished School, Back To Work!
Industry Higher Education
Experience
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
Chuck Hastings Chuck Hastings's B. Riley & Co. Experience May 2013 - December 2013
Job Portfolio Manager at B. Riley Asset Management
Industry Financial Services
Experience
B. Riley Asset Management January 2014 - Present
B. Riley & Co. May 2013 - December 2013
Tri Cap LLC January 2010 - December 2010
GPS Partners LLC October 2005 - November 2009
B. Riley & Co July 2004 - September 2005
Morgan Stanley August 2000 - April 2004
Skills
Hedge Funds, Equities, Fixed Income, Trading, Portfolio Management, Investment Banking, Bonds, Mutual Funds, Trading Strategies, Strategy, Volatility, Equity Capital Markets
Education
Princeton University 1996 — 2000
Bachelor of Arts, Political Science
B. Riley Asset Management January 2014 - Present
B. Riley & Co. May 2013 - December 2013
Tri Cap LLC January 2010 - December 2010
GPS Partners LLC October 2005 - November 2009
B. Riley & Co July 2004 - September 2005
Morgan Stanley August 2000 - April 2004
Skills
Hedge Funds, Equities, Fixed Income, Trading, Portfolio Management, Investment Banking, Bonds, Mutual Funds, Trading Strategies, Strategy, Volatility, Equity Capital Markets
Education
Princeton University 1996 — 2000
Bachelor of Arts, Political Science
Andrew Hacker's B. Riley & Co. Experience June 2015 - Present
Job Colgate University Class of 2016
Industry Financial Services
Experience
B. Riley & Co. June 2015 - Present
HP Partners June 2014 - August 2014
Colgate University September 2012 - May 2013
Skills
Finance, Leadership, Teamwork, Microsoft Excel, Real Estate, Microsoft Word, PowerPoint, Stata, Microsoft Office, Research, Social Media
Education
Colgate University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Environmental Science
UCLA Anderson School of Management - Executive Education
B. Riley & Co. June 2015 - Present
HP Partners June 2014 - August 2014
Colgate University September 2012 - May 2013
Skills
Finance, Leadership, Teamwork, Microsoft Excel, Real Estate, Microsoft Word, PowerPoint, Stata, Microsoft Office, Research, Social Media
Education
Colgate University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Environmental Science
UCLA Anderson School of Management - Executive Education
Thomas Oh's B. Riley & Co. Experience May 2012 - July 2013
Job Senior Associate at Arrowroot Capital
Industry Venture Capital & Private Equity
Experience
Arrowroot Capital March 2015 - Present
Pacific Crest Securities September 2013 - March 2015
B. Riley & Co. May 2012 - July 2013
Mooreland Partners February 2012 - May 2012
KKR May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Arrowroot Capital March 2015 - Present
Pacific Crest Securities September 2013 - March 2015
B. Riley & Co. May 2012 - July 2013
Mooreland Partners February 2012 - May 2012
KKR May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Bobby Bohlen, CFA Bobby Bohlen, CFA's B. Riley & Co. Experience September 2012 - November 2012
Job Managing Director at G5, Inc.
Industry Financial Services
Experience
G5, Inc. January 2013 - Present
B. Riley & Co. September 2012 - November 2012
Keefe, Bruyette & Woods 2002 - 2012
Skills
Financial Modeling, Equity Research Analysis, Equity Valuation, Balance Sheet Review, Alternative Investments, Equities, Trading, ETFs, Investments, Fixed Income, Options, Derivatives, Emerging Markets, Investment Banking, Capital Markets, Private Equity
Education
Dickinson College 1995 — 1999
BA
G5, Inc. January 2013 - Present
B. Riley & Co. September 2012 - November 2012
Keefe, Bruyette & Woods 2002 - 2012
Skills
Financial Modeling, Equity Research Analysis, Equity Valuation, Balance Sheet Review, Alternative Investments, Equities, Trading, ETFs, Investments, Fixed Income, Options, Derivatives, Emerging Markets, Investment Banking, Capital Markets, Private Equity
Education
Dickinson College 1995 — 1999
BA
Robert Winans Robert Winans's B. Riley & Co. Experience October 2008 - September 2010
Job Residential Broker at Coldwell Banker Los Angeles
Industry Real Estate
Experience
B. Riley & Co. October 2008 - September 2010
The Seaport Group August 2002 - September 2008
Libra Investments January 1992 - January 1998
Skills
Securities Brokerage..., Licensed California..., Licensed California..., Licensed Massachusetts..., Sellers, Real Estate, Sales, Investments, Private Equity, Bonds, Asset Management, Residential Homes, Management, Investment Banking, Referrals, Investment Properties, Relocation, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
Business School
American School in London, London, England
Junior High School
Bowdoin College
Bachelor of Arts (BA), College
Canford School, Dorset, England
Junior High School
Deerfield Academy
High School
B. Riley & Co. October 2008 - September 2010
The Seaport Group August 2002 - September 2008
Libra Investments January 1992 - January 1998
Skills
Securities Brokerage..., Licensed California..., Licensed California..., Licensed Massachusetts..., Sellers, Real Estate, Sales, Investments, Private Equity, Bonds, Asset Management, Residential Homes, Management, Investment Banking, Referrals, Investment Properties, Relocation, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
Business School
American School in London, London, England
Junior High School
Bowdoin College
Bachelor of Arts (BA), College
Canford School, Dorset, England
Junior High School
Deerfield Academy
High School
Robert Henley's B. Riley & Co. Experience May 2015 - Present
Job Vice President at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. May 2015 - Present
J. Moore Partners LLC February 2014 - May 2015
J. Moore Partners LLC September 2010 - January 2014
M2S, Inc June 2009 - June 2010
Skills
Technology M&A, Adtech, Social Media, Financial Modeling, Recapitalizations, SaaS, Cross-border M&A, Digital Media, Mobile Applications, Business Strategy, Venture Capital, Enterprise Mobility, Valuation, Mergers & Acquisitions, Chinese Calligraphy, Private Equity, Investment Banking, Golf, mergers and acquisitions, Fishing, Due Diligence
Education
Dartmouth College 2005 — 2009
BA, Economics
B. Riley & Co. May 2015 - Present
J. Moore Partners LLC February 2014 - May 2015
J. Moore Partners LLC September 2010 - January 2014
M2S, Inc June 2009 - June 2010
Skills
Technology M&A, Adtech, Social Media, Financial Modeling, Recapitalizations, SaaS, Cross-border M&A, Digital Media, Mobile Applications, Business Strategy, Venture Capital, Enterprise Mobility, Valuation, Mergers & Acquisitions, Chinese Calligraphy, Private Equity, Investment Banking, Golf, mergers and acquisitions, Fishing, Due Diligence
Education
Dartmouth College 2005 — 2009
BA, Economics
Jonathan Mordoh Jonathan Mordoh's B. Riley & Co. Experience 2012 - Present
Job Institutional Equity Sales @ B. Riley & Co
Industry Financial Services
Experience
B. Riley & Co. 2012 - Present
ThinkEquity LLC 2006 - 2012
Kaufman Brothers 1996 - 2006
Arhold and S. Bleischroeder 1995 - 1996
Miller Tabak 1994 - 1995
Josephthal Lyons 1992 - 1994
Solomon Brothers 1986 - 1992
Skills
Sell Side, Equities, Investment Banking, Series 7, Series 63, Trading
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS), Finance, General
B. Riley & Co. 2012 - Present
ThinkEquity LLC 2006 - 2012
Kaufman Brothers 1996 - 2006
Arhold and S. Bleischroeder 1995 - 1996
Miller Tabak 1994 - 1995
Josephthal Lyons 1992 - 1994
Solomon Brothers 1986 - 1992
Skills
Sell Side, Equities, Investment Banking, Series 7, Series 63, Trading
Education
University of Richmond - Robins School of Business 1982 — 1986
Bachelor of Science (BS), Finance, General
Matthew Skoro's B. Riley & Co. Experience May 2013 - August 2014
Job Student at University of Michigan
Industry Financial Services
Experience
Verificient Technologies June 2015 - August 2015
University of Michigan Mudbowl February 2014 - February 2015
B. Riley & Co. May 2013 - August 2014
Bel-Air Bay Club June 2010 - August 2013
Skills
Economics, Educational Technology, Investment Banking, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Fundraising, Event Planning, Microsoft Word, Event Management, Facebook, Public Relations, Customer Service, Leadership, Research, Public Speaking, Social Networking
Education
University of Michigan 2012 — 2016
Bachelor of Arts (BA), Economics
Universitat Autònoma de Barcelona 2015 — 2015
Loyola High School 2008 — 2012
Verificient Technologies June 2015 - August 2015
University of Michigan Mudbowl February 2014 - February 2015
B. Riley & Co. May 2013 - August 2014
Bel-Air Bay Club June 2010 - August 2013
Skills
Economics, Educational Technology, Investment Banking, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Fundraising, Event Planning, Microsoft Word, Event Management, Facebook, Public Relations, Customer Service, Leadership, Research, Public Speaking, Social Networking
Education
University of Michigan 2012 — 2016
Bachelor of Arts (BA), Economics
Universitat Autònoma de Barcelona 2015 — 2015
Loyola High School 2008 — 2012
Jon Faibvre Jon Faibvre's B. Riley & Co. Experience February 2014 - May 2014
Job MBA Graduate Marshall School of Business, University of Southern California
Industry Financial Services
Experience
Anthem, Inc. February 2015 - Present
City National Bank March 2014 - July 2014
B. Riley & Co. February 2014 - May 2014
Time Warner Cable June 2009 - November 2012
MyBloggerScore June 2009 - June 2011
Time Warner Cable June 2007 - June 2009
AT&T December 2004 - June 2007
Alcatel-Lucent June 2004 - August 2004
Sprint June 2003 - August 2003
Network Services May 2001 - August 2002
Skills
Strategy, Forecasting, Strategic Planning, Analytics, Telecommunications, Leadership, Product Development, Budgets, Wireless, Analysis, Cross-functional Team..., Mobile Devices, Project Planning, Financial Analysis, Strategic Partnerships, Sales Operations, Sales, Business Process..., Business Strategy, Equity Derivatives, Equity Trading, Equity Valuation, Access, Vendor Management, Product Management, Financial Modeling, Marketing Strategy, CRM, Competitive Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2014
Master of Business Administration (MBA), International Business & Finance, 3.7
University of Southern California 2004 — 2007
Bachelor of Science, Electrical, Electronics and Communications Engineering
Anthem, Inc. February 2015 - Present
City National Bank March 2014 - July 2014
B. Riley & Co. February 2014 - May 2014
Time Warner Cable June 2009 - November 2012
MyBloggerScore June 2009 - June 2011
Time Warner Cable June 2007 - June 2009
AT&T December 2004 - June 2007
Alcatel-Lucent June 2004 - August 2004
Sprint June 2003 - August 2003
Network Services May 2001 - August 2002
Skills
Strategy, Forecasting, Strategic Planning, Analytics, Telecommunications, Leadership, Product Development, Budgets, Wireless, Analysis, Cross-functional Team..., Mobile Devices, Project Planning, Financial Analysis, Strategic Partnerships, Sales Operations, Sales, Business Process..., Business Strategy, Equity Derivatives, Equity Trading, Equity Valuation, Access, Vendor Management, Product Management, Financial Modeling, Marketing Strategy, CRM, Competitive Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2014
Master of Business Administration (MBA), International Business & Finance, 3.7
University of Southern California 2004 — 2007
Bachelor of Science, Electrical, Electronics and Communications Engineering
Chris Armbruster, CFA's B. Riley & Co. Experience May 2011 - June 2013
Job Analyst at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick June 2013 - Present
B. Riley & Co. May 2011 - June 2013
AFAM Capital, Inc. September 2005 - December 2010
Payden & Rygel Investment Management April 2004 - April 2005
Fulcrum Financial Inquiry May 2002 - April 2004
Arthur Andersen 2001 - 2002
Skills
Series 7, Series 63, Series 87, Equities, Investments, Portfolio Management, Equity Research, Asset Allocation, Industry Analysis, Investment Strategies, Financial Modeling, Valuation, Trading, Factset, Bloomberg, Excel
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts, Major: Business Economics, Minor Accounting, Specialization: Computing
Kayne Anderson Rudnick June 2013 - Present
B. Riley & Co. May 2011 - June 2013
AFAM Capital, Inc. September 2005 - December 2010
Payden & Rygel Investment Management April 2004 - April 2005
Fulcrum Financial Inquiry May 2002 - April 2004
Arthur Andersen 2001 - 2002
Skills
Series 7, Series 63, Series 87, Equities, Investments, Portfolio Management, Equity Research, Asset Allocation, Industry Analysis, Investment Strategies, Financial Modeling, Valuation, Trading, Factset, Bloomberg, Excel
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts, Major: Business Economics, Minor Accounting, Specialization: Computing
Bill Lowe Bill Lowe's B. Riley & Co. Experience 2007 - 2009
Job Private Equity & Business Development
Industry Venture Capital & Private Equity
Experience
Triton Pacific Capital Partners 2015 - Present
Platinum Equity 2014 - 2015
Gulf Capital Partners 2009 - 2013
B. Riley & Co. 2007 - 2009
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Business Development, Valuation, Financial Modeling, Investments, Capital Raising, Due Diligence, Capital Markets
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science, Finance
Triton Pacific Capital Partners 2015 - Present
Platinum Equity 2014 - 2015
Gulf Capital Partners 2009 - 2013
B. Riley & Co. 2007 - 2009
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Business Development, Valuation, Financial Modeling, Investments, Capital Raising, Due Diligence, Capital Markets
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science, Finance
Jamison Phillips-Crone Jamison Phillips-Crone's B. Riley & Co. Experience March 2015 - Present
Job Equity Research Associate at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. March 2015 - Present
The Benchmark Company September 2014 - March 2015
Avatar Securities, LLC January 2011 - September 2011
Blackmore Partners October 2010 - January 2011
Skills
Management, Equities, Mergers, Equity Trading, Mergers & Acquisitions, Finance, Private Equity, Trading, Investments, Fixed Income, Hedge Funds, Derivatives, Analysis, Financial Analysis, Equity Research, Valuation, Financial Modeling
Education
CFA Institute
University of Colorado Boulder 2006 — 2010
B.S., Finance, Economics
Universidad Pablo de Olavide 2009 — 2009
International Business, Spanish
B. Riley & Co. March 2015 - Present
The Benchmark Company September 2014 - March 2015
Avatar Securities, LLC January 2011 - September 2011
Blackmore Partners October 2010 - January 2011
Skills
Management, Equities, Mergers, Equity Trading, Mergers & Acquisitions, Finance, Private Equity, Trading, Investments, Fixed Income, Hedge Funds, Derivatives, Analysis, Financial Analysis, Equity Research, Valuation, Financial Modeling
Education
CFA Institute
University of Colorado Boulder 2006 — 2010
B.S., Finance, Economics
Universidad Pablo de Olavide 2009 — 2009
International Business, Spanish
John DeLorenzo John DeLorenzo's B. Riley & Co. Experience 2008 - 2010
Job Trenwest Business Strategy financial leadership | best practices
Industry Management Consulting
Experience
Trenwest Business Strategy May 2010 - Present
B. Riley & Co. 2008 - 2010
Entravision Communications 2002 - 2008
RealPulse.com, Inc. 2001 - 2002
ION Media Networks, formerly Paxson Communications 1999 - 2000
Trenwest Business Strategy 1996 - 2000
Act III Communications, Inc. 1988 - 1996
Renaissance Communications 1985 - 1988
Fox Television 1983 - 1985
State of New Jersey 1980 - 1983
Skills
Financial Leadership, Best Practices, Private Equity, Venture Capital, Capital Markets, Mergers & Acquisitions, Strategy, Media Executive, MBA, CPA - inactive, Series 7, Sarbanes-Oxley, Financial Reporting, Managerial Finance, Accounting, LBO, Due Diligence, Financial Analysis, CPA, Board Governance
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
M.B.A.
Rider University 1976 — 1980
B.S. Business Administration, Accounting
Trenwest Business Strategy May 2010 - Present
B. Riley & Co. 2008 - 2010
Entravision Communications 2002 - 2008
RealPulse.com, Inc. 2001 - 2002
ION Media Networks, formerly Paxson Communications 1999 - 2000
Trenwest Business Strategy 1996 - 2000
Act III Communications, Inc. 1988 - 1996
Renaissance Communications 1985 - 1988
Fox Television 1983 - 1985
State of New Jersey 1980 - 1983
Skills
Financial Leadership, Best Practices, Private Equity, Venture Capital, Capital Markets, Mergers & Acquisitions, Strategy, Media Executive, MBA, CPA - inactive, Series 7, Sarbanes-Oxley, Financial Reporting, Managerial Finance, Accounting, LBO, Due Diligence, Financial Analysis, CPA, Board Governance
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
M.B.A.
Rider University 1976 — 1980
B.S. Business Administration, Accounting
Nolan Gaudreau Nolan Gaudreau's B. Riley & Co. Experience October 2006 - October 2007
Job Senior Financial Analyst at Adobe
Industry Information Technology and Services
Experience
Adobe May 2015 - Present
Actian Corporation March 2014 - April 2015
GameDesk Institute June 2012 - August 2012
Actuate January 2009 - July 2011
Collins Stewart November 2007 - July 2008
B. Riley & Co. October 2006 - October 2007
Skills
Finance, Entrepreneurship, Microsoft Excel, Venture Capital, Mergers & Acquisitions, Strategic Partnerships, Business Development, Analysis, Enterprise Software, Investment Banking, Leadership, Marketing Strategy, Research, Start-ups, Web Development, Programming, SaaS, Social Networking, Cloud Computing, Business Planning, Mergers, Social Entrepreneurship, Corporate Finance, Sales, Investments, Analytics, MySQL, Nonprofits, Market Research, Private Equity, Go-to-market Strategy, Software, Computer Engineering, Linux, Accounting, Leatherwork, Woodworking
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
National University of Singapore 2012 — 2012
Master’s Degree, Business
Santa Clara University 2002 — 2006
Bachelor of Science (B.S.), Computer Engineering
Saratoga High School
Adobe May 2015 - Present
Actian Corporation March 2014 - April 2015
GameDesk Institute June 2012 - August 2012
Actuate January 2009 - July 2011
Collins Stewart November 2007 - July 2008
B. Riley & Co. October 2006 - October 2007
Skills
Finance, Entrepreneurship, Microsoft Excel, Venture Capital, Mergers & Acquisitions, Strategic Partnerships, Business Development, Analysis, Enterprise Software, Investment Banking, Leadership, Marketing Strategy, Research, Start-ups, Web Development, Programming, SaaS, Social Networking, Cloud Computing, Business Planning, Mergers, Social Entrepreneurship, Corporate Finance, Sales, Investments, Analytics, MySQL, Nonprofits, Market Research, Private Equity, Go-to-market Strategy, Software, Computer Engineering, Linux, Accounting, Leatherwork, Woodworking
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
National University of Singapore 2012 — 2012
Master’s Degree, Business
Santa Clara University 2002 — 2006
Bachelor of Science (B.S.), Computer Engineering
Saratoga High School
Conrad Lyon, CFA, CPA Conrad Lyon, CFA, CPA's B. Riley & Co. Experience August 2010 - January 2014
Job Senior Equity Analyst at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. August 2010 - January 2014
Global Hunter Securities April 2008 - July 2010
FTN Midwest Securities August 2006 - March 2008
KeyBanc Capital Markets July 2004 - August 2006
Seagate Global Advisors February 2002 - July 2004
Deloitte July 1998 - December 2001
Deloitte August 1997 - July 1998
The Lyon Group February 1992 - July 1997
Skills
Equities, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Accounting and Finance
B. Riley & Co. August 2010 - January 2014
Global Hunter Securities April 2008 - July 2010
FTN Midwest Securities August 2006 - March 2008
KeyBanc Capital Markets July 2004 - August 2006
Seagate Global Advisors February 2002 - July 2004
Deloitte July 1998 - December 2001
Deloitte August 1997 - July 1998
The Lyon Group February 1992 - July 1997
Skills
Equities, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
California State University-Northridge
Bachelor of Business Administration (BBA), Accounting and Finance
Alexander Faught's B. Riley & Co. Experience June 2007 - August 2007
Job MBA Candidate Class of 2014 at Washington University in St. Louis
Industry Financial Services
Experience
Washington University in St. Louis 2012 - Present
University of Chicago Booth School of Business 2010 - 2012
BNY Mellon 2008 - 2010
B. Riley & Co. June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Asset Managment, Portfolio Management, Data Analysis, Alternative Investments, Investments, Investment Banking, Microsoft Excel, Business Analysis, Asset Allocation, VBA, Analysis, Capital IQ, PowerPoint, Access
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Cornell University 2004 — 2008
B.S., Applied Economics and Management, Cum Laude
Washington University in St. Louis 2012 - Present
University of Chicago Booth School of Business 2010 - 2012
BNY Mellon 2008 - 2010
B. Riley & Co. June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Asset Managment, Portfolio Management, Data Analysis, Alternative Investments, Investments, Investment Banking, Microsoft Excel, Business Analysis, Asset Allocation, VBA, Analysis, Capital IQ, PowerPoint, Access
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (MBA), Finance
Cornell University 2004 — 2008
B.S., Applied Economics and Management, Cum Laude
Austin Drake's B. Riley & Co. Experience June 2014 - Present
Job Associate Analyst at B. Riley & Co.
Industry Investment Management
Experience
B. Riley & Co. June 2014 - Present
B. Riley & Co. December 2013 - January 2014
Sterneck Capital Management January 2013 - September 2013
Renaissance Financial August 2012 - December 2012
Hoover Materials Handling Group May 2012 - August 2012
Skills
Financial Analysis, Morningstar Office, Microsoft Office, S&P Capital IQ, TD Ameritrade VEO, Financial Modeling, Investments, Bloomberg, Portfolio Management, Microsoft Excel, Microsoft Powerpoint, Valuation, Research, Finance, Due Diligence, Analysis, Wealth Management
Education
University of Kansas 2010 — 2014
Bachelor of Science (BS), Finance and Accounting
B. Riley & Co. June 2014 - Present
B. Riley & Co. December 2013 - January 2014
Sterneck Capital Management January 2013 - September 2013
Renaissance Financial August 2012 - December 2012
Hoover Materials Handling Group May 2012 - August 2012
Skills
Financial Analysis, Morningstar Office, Microsoft Office, S&P Capital IQ, TD Ameritrade VEO, Financial Modeling, Investments, Bloomberg, Portfolio Management, Microsoft Excel, Microsoft Powerpoint, Valuation, Research, Finance, Due Diligence, Analysis, Wealth Management
Education
University of Kansas 2010 — 2014
Bachelor of Science (BS), Finance and Accounting
Mike Rodeno Mike Rodeno's B. Riley & Co. Experience August 2012 - May 2013
Job Managing Director at eSentire Inc.
Industry Computer & Network Security
Experience
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Bryan J. Lee Bryan J. Lee's B. Riley & Co. Experience August 2012 - October 2012
Job Analyst at Private
Industry Investment Management
Experience
Private January 2013 - Present
B. Riley & Co. August 2012 - October 2012
Bentley University January 2011 - December 2011
Skills
Bloomberg, Financial Modeling, Capital IQ, Equities, Morningstar, Crystal Ball, Trading, Financial Analysis, Bloomberg Terminal, Valuation, Microsoft Excel, Corporate Finance, Data Analysis, Equity Research, Equity Valuation, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Finance
University of Tennessee-Knoxville 2007 — 2010
Business Administration, Finance, International Business
Phillips Academy - Andover 2005 — 2006
High School
Private January 2013 - Present
B. Riley & Co. August 2012 - October 2012
Bentley University January 2011 - December 2011
Skills
Bloomberg, Financial Modeling, Capital IQ, Equities, Morningstar, Crystal Ball, Trading, Financial Analysis, Bloomberg Terminal, Valuation, Microsoft Excel, Corporate Finance, Data Analysis, Equity Research, Equity Valuation, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Finance
University of Tennessee-Knoxville 2007 — 2010
Business Administration, Finance, International Business
Phillips Academy - Andover 2005 — 2006
High School
Nancy Rink Nancy Rink's B. Riley & Co. Experience May 2004 - August 2004
Job Head of Operations MPCLA
Industry Financial Services
Experience
MPC February 2012 - Present
MAP Alternative Asset Management Company July 2011 - January 2012
The Bar Method March 2010 - February 2011
Capital IQ July 2008 - September 2009
Countrywide January 2007 - July 2008
Deloitte & Touche September 2005 - December 2006
B. Riley & Co. May 2004 - August 2004
Skills
Financial Analysis, Finance, Financial Modeling, Business Development, Accounting, Due Diligence, Securitization, Microsoft Excel, Investments, Strategic Planning, Valuation, Corporate Finance, PowerPoint, Microsoft Office, Asset Management, Forecasting, CMBS, Financial Reporting, Hedge Funds, Alternative Investments, Private Equity, Budgets, Financial Services, Risk Management, Asset Managment, Account Management, Film Production, Post Production, Financial Accounting
Education
Loyola Marymount University, College of Business Administration 2000 — 2005
BS and BA, Accounting and Finance, 3.7
Loyola Marymount University, College of Business Administration 2000 — 2005
Accounting, Accounting, 3.7
MPC February 2012 - Present
MAP Alternative Asset Management Company July 2011 - January 2012
The Bar Method March 2010 - February 2011
Capital IQ July 2008 - September 2009
Countrywide January 2007 - July 2008
Deloitte & Touche September 2005 - December 2006
B. Riley & Co. May 2004 - August 2004
Skills
Financial Analysis, Finance, Financial Modeling, Business Development, Accounting, Due Diligence, Securitization, Microsoft Excel, Investments, Strategic Planning, Valuation, Corporate Finance, PowerPoint, Microsoft Office, Asset Management, Forecasting, CMBS, Financial Reporting, Hedge Funds, Alternative Investments, Private Equity, Budgets, Financial Services, Risk Management, Asset Managment, Account Management, Film Production, Post Production, Financial Accounting
Education
Loyola Marymount University, College of Business Administration 2000 — 2005
BS and BA, Accounting and Finance, 3.7
Loyola Marymount University, College of Business Administration 2000 — 2005
Accounting, Accounting, 3.7
Eric Rajewski Eric Rajewski's B. Riley & Co. Experience October 2011 - Present
Job Head of Institutional Equity Sales at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. October 2011 - Present
Merriman Capital, Inc. April 2004 - September 2011
Banc of America Securities April 2000 - June 2003
Skills
Equities, Series 7, Series 63, Valuation, Bloomberg, Equity Research, Investments, Financial Modeling, Equity Trading, Investment Banking, Hedge Funds, Capital Markets, Securities, Equity Capital Markets, Alternative Investments, Options
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1999
BS, Finance
Chatfield High School
B. Riley & Co. October 2011 - Present
Merriman Capital, Inc. April 2004 - September 2011
Banc of America Securities April 2000 - June 2003
Skills
Equities, Series 7, Series 63, Valuation, Bloomberg, Equity Research, Investments, Financial Modeling, Equity Trading, Investment Banking, Hedge Funds, Capital Markets, Securities, Equity Capital Markets, Alternative Investments, Options
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1999
BS, Finance
Chatfield High School
Diane Kane's B. Riley & Co. Experience 2001 - 2004
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
VALIC Financial Advisors, Inc. July 2014 - Present
BPV Capital Management 2012 - 2013
Capital Markets June 2011 - June 2012
Quick Cuisine, LLC August 2005 - June 2011
B. Riley & Co. 2001 - 2004
Sutro & Co. 1996 - 2001
Schroder Wertheim & Co 1991 - 1996
Cowen & Co. 1989 - 1991
Lehman Brothers 1983 - 1989
Skills
Series 7, Alternative Investments, ETFs, Fixed Income, High Yield, Distressed Securities, Consultative Selling, Research, Financial Analysis, New Business Development, Cold Calling, Follow-up, Series 63, Hedge Funds, Cross Selling
Education
Florida Atlantic University 1976 — 1978
BS, Marketing/Finance
Florida State University - College of Business 1973 — 1975
BS, Business
VALIC Financial Advisors, Inc. July 2014 - Present
BPV Capital Management 2012 - 2013
Capital Markets June 2011 - June 2012
Quick Cuisine, LLC August 2005 - June 2011
B. Riley & Co. 2001 - 2004
Sutro & Co. 1996 - 2001
Schroder Wertheim & Co 1991 - 1996
Cowen & Co. 1989 - 1991
Lehman Brothers 1983 - 1989
Skills
Series 7, Alternative Investments, ETFs, Fixed Income, High Yield, Distressed Securities, Consultative Selling, Research, Financial Analysis, New Business Development, Cold Calling, Follow-up, Series 63, Hedge Funds, Cross Selling
Education
Florida Atlantic University 1976 — 1978
BS, Marketing/Finance
Florida State University - College of Business 1973 — 1975
BS, Business
Gus Demopoulos's B. Riley & Co. Experience 2014 - Present
Job ECM/Syndicate at B.Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. 2014 - Present
Archon Group 2011 - 2014
Deutsche Bank 2006 - 2011
Credit Suisse First Boston 2004 - 2006
Leerink Partners 2003 - 2004
ABN AMRO, ING Barings January 1998 - January 2003
Lazard Capital Markets 1996 - 1999
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Equity Research, Series 24, Portfolio Management, Equity Trading, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Investments, Valuation, Bloomberg
Education
University of Rochester 1989 — 1991
MBA, Accounting and Finance
Villanova University 1986 — 1989
BS, Economics
B. Riley & Co. 2014 - Present
Archon Group 2011 - 2014
Deutsche Bank 2006 - 2011
Credit Suisse First Boston 2004 - 2006
Leerink Partners 2003 - 2004
ABN AMRO, ING Barings January 1998 - January 2003
Lazard Capital Markets 1996 - 1999
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Equity Research, Series 24, Portfolio Management, Equity Trading, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Investments, Valuation, Bloomberg
Education
University of Rochester 1989 — 1991
MBA, Accounting and Finance
Villanova University 1986 — 1989
BS, Economics
Vincent Shenghao Yu's B. Riley & Co. Experience February 2013 - June 2013
Job Quantitative Equity Research at 7Park Data
Industry Financial Services
Experience
7Park Data December 2014 - Present
7Park Data September 2014 - December 2014
Sureview Capital August 2013 - December 2014
Sureview Capital June 2013 - August 2013
B. Riley & Co. February 2013 - June 2013
Skills
Matlab, C++, Visual Basic, Microsoft Office, Bloomberg Terminal, Equity Research, Personal Financial..., Investment Banking, Quantitative Finance, Bloomberg, Asset Management, VBA, Trading, Hedge Funds, Private Equity, Investments, Greater China, Financial Modeling
Education
New York University
Master’s Degree, Financial Engineering, 3.76/4.00
The University of Hong Kong
Non-degree program, Accounting and Finance
China University of Political Science and Law
Bachelor’s Degree, Economics, 3.8/4.0
7Park Data December 2014 - Present
7Park Data September 2014 - December 2014
Sureview Capital August 2013 - December 2014
Sureview Capital June 2013 - August 2013
B. Riley & Co. February 2013 - June 2013
Skills
Matlab, C++, Visual Basic, Microsoft Office, Bloomberg Terminal, Equity Research, Personal Financial..., Investment Banking, Quantitative Finance, Bloomberg, Asset Management, VBA, Trading, Hedge Funds, Private Equity, Investments, Greater China, Financial Modeling
Education
New York University
Master’s Degree, Financial Engineering, 3.76/4.00
The University of Hong Kong
Non-degree program, Accounting and Finance
China University of Political Science and Law
Bachelor’s Degree, Economics, 3.8/4.0
Chae Hoon Lim's B. Riley & Co. Experience March 2013 - July 2013
Job Student at University of California, Los Angeles
Industry Investment Banking
Experience
B. Riley & Co. March 2013 - July 2013
Bank of America Merrill Lynch - Private Wealth Management April 2012 - August 2012
Skills
Microsoft Excel, Bloomberg Terminal, Bilingual, Photoshop, Bloomberg, Accounting, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
B. Riley & Co. March 2013 - July 2013
Bank of America Merrill Lynch - Private Wealth Management April 2012 - August 2012
Skills
Microsoft Excel, Bloomberg Terminal, Bilingual, Photoshop, Bloomberg, Accounting, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
Noah Franz's B. Riley & Co. Experience January 2014 - Present
Job Investment Banking Associate at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. January 2014 - Present
FocalPoint Partners, LLC July 2012 - December 2013
B. Riley & Co. January 2012 - June 2012
Financial Economics Institute at Claremont McKenna College November 2010 - June 2012
Financial Economics Institute May 2009 - May 2010
Skills
Bloomberg, MS Office Suite, Stata, Excel, PowerPoint, Word, Financial Modeling, Valuation, Microsoft Office, Capital IQ, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Microsoft Excel
Education
Claremont McKenna College 2006 — 2010
Bachelors, Economics - Finance
B. Riley & Co. January 2014 - Present
FocalPoint Partners, LLC July 2012 - December 2013
B. Riley & Co. January 2012 - June 2012
Financial Economics Institute at Claremont McKenna College November 2010 - June 2012
Financial Economics Institute May 2009 - May 2010
Skills
Bloomberg, MS Office Suite, Stata, Excel, PowerPoint, Word, Financial Modeling, Valuation, Microsoft Office, Capital IQ, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Microsoft Excel
Education
Claremont McKenna College 2006 — 2010
Bachelors, Economics - Finance
Austin Lilly's B. Riley & Co. Experience May 2015 - Present
Job Analyst, B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. May 2015 - Present
River Road Foundation 2009 - Present
J. Moore Partners September 2012 - May 2015
Camp Foley May 2011 - August 2012
Colgate University January 2011 - May 2012
Marquette Financial Companies May 2010 - August 2010
Best Buy June 2009 - August 2009
Churchward Organic Lawn Care May 2007 - August 2007
Skills
PowerPoint, Team Leadership, Market Research, Homebrewing Beer, Team Building, Team Management, Creative Direction, Public Relations, Enterprise Mobility, Technology M&A, Superior Work Ethic, Security Software, Enterprise Software, Capital IQ, Financial Modeling
Education
Colgate University 2008 — 2012
Bachelor of Arts, Economics
Charles University in Prague 2010 — 2010
Economics, Study Abroad
B. Riley & Co. May 2015 - Present
River Road Foundation 2009 - Present
J. Moore Partners September 2012 - May 2015
Camp Foley May 2011 - August 2012
Colgate University January 2011 - May 2012
Marquette Financial Companies May 2010 - August 2010
Best Buy June 2009 - August 2009
Churchward Organic Lawn Care May 2007 - August 2007
Skills
PowerPoint, Team Leadership, Market Research, Homebrewing Beer, Team Building, Team Management, Creative Direction, Public Relations, Enterprise Mobility, Technology M&A, Superior Work Ethic, Security Software, Enterprise Software, Capital IQ, Financial Modeling
Education
Colgate University 2008 — 2012
Bachelor of Arts, Economics
Charles University in Prague 2010 — 2010
Economics, Study Abroad
Erik Bullock's B. Riley & Co. Experience August 2015 - Present
Job Investment Banker at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. August 2015 - Present
Great American Group November 2013 - August 2015
Second City Leasing, LLC February 2013 - November 2013
Meritas Family of Schools December 2011 - February 2013
PLS Financial Group, Inc. August 2009 - December 2011
Legacy.com November 2007 - September 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Internal Controls, Accounts Receivable, Account Reconciliation, Variance Analysis, Financial Accounting, General Ledger, Journal Entries, Microsoft Excel, Auditing, Accruals, Sarbanes-Oxley Act, Corporate Finance
Education
Penn State University 2013 — 2014
Master of Science (M.Sc.), Finance, 3.62 GPA
Robert Morris University 2009 — 2010
MBA, Accounting, 3.72 GPA
Robert Morris University 2006 — 2009
BBA, Accounting, 3.26 GPA
B. Riley & Co. August 2015 - Present
Great American Group November 2013 - August 2015
Second City Leasing, LLC February 2013 - November 2013
Meritas Family of Schools December 2011 - February 2013
PLS Financial Group, Inc. August 2009 - December 2011
Legacy.com November 2007 - September 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Internal Controls, Accounts Receivable, Account Reconciliation, Variance Analysis, Financial Accounting, General Ledger, Journal Entries, Microsoft Excel, Auditing, Accruals, Sarbanes-Oxley Act, Corporate Finance
Education
Penn State University 2013 — 2014
Master of Science (M.Sc.), Finance, 3.62 GPA
Robert Morris University 2009 — 2010
MBA, Accounting, 3.72 GPA
Robert Morris University 2006 — 2009
BBA, Accounting, 3.26 GPA
Emeric Twomey Emeric Twomey's B. Riley & Co. Experience January 2014 - December 2014
Job Equity Sales Trader at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon December 2014 - Present
B. Riley & Co. January 2014 - December 2014
ITG May 2013 - January 2014
Piper Jaffray March 2012 - May 2013
Scotiabank March 2008 - March 2012
Harvey Young & Yurman June 1996 - September 2001
Skills
Excel, Bloomberg, Customer Relations, Equity Trading, Trading, Options, Portfolio Management, Risk, Microsoft Excel, Financial Risk, Equities, Hedging, Hedge Funds, Trading Systems, Electronic Trading, Fixed Income, Risk Management
Education
Fordham University 2001 — 2005
Bachelor, Finance
Xavier Highschool 1997 — 2001
Tullett Prebon December 2014 - Present
B. Riley & Co. January 2014 - December 2014
ITG May 2013 - January 2014
Piper Jaffray March 2012 - May 2013
Scotiabank March 2008 - March 2012
Harvey Young & Yurman June 1996 - September 2001
Skills
Excel, Bloomberg, Customer Relations, Equity Trading, Trading, Options, Portfolio Management, Risk, Microsoft Excel, Financial Risk, Equities, Hedging, Hedge Funds, Trading Systems, Electronic Trading, Fixed Income, Risk Management
Education
Fordham University 2001 — 2005
Bachelor, Finance
Xavier Highschool 1997 — 2001
George Santana, CFA's B. Riley & Co. Experience April 2007 - November 2007
Job Managing Director, Investment Banking at Chardan Capital Markets
Industry Financial Services
Experience
Chardan Capital Markets, LLC January 2015 - Present
Ascendiant Capital Markets LLC February 2014 - January 2015
Ascendiant Capital Markets LLC November 2013 - February 2014
Ascendiant Capital Markets LLC April 2011 - November 2013
Greener Dawn March 2009 - August 2010
Global Hunter Securities November 2007 - June 2008
B. Riley & Co. April 2007 - November 2007
Wedbush Morgan Securities November 1999 - January 2002
Merrill Lynch September 1993 - September 1998
D.A. Campbell Company September 1991 - September 1993
Skills
Enterprise Software, Cement, Renewable Energy, Solar Energy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Investments, Financial Analysis, Corporate Finance, Private Placements, Mergers, Venture Capital, Cleantech, Equity Research, Mergers & Acquisitions, Hedge Funds, Strategy, Corporate Development, Finance, Series 7, Alternative Investments, Trading, Equities, Capital Markets, Securities, Equity Valuation, Series 24, Sell Side, Series 63, Emerging Markets, Business Valuation, Economics, Institutional..., Financial Markets, DCF
Education
Stanford University 1985 — 1989
BA, Quantitative Economics
Chardan Capital Markets, LLC January 2015 - Present
Ascendiant Capital Markets LLC February 2014 - January 2015
Ascendiant Capital Markets LLC November 2013 - February 2014
Ascendiant Capital Markets LLC April 2011 - November 2013
Greener Dawn March 2009 - August 2010
Global Hunter Securities November 2007 - June 2008
B. Riley & Co. April 2007 - November 2007
Wedbush Morgan Securities November 1999 - January 2002
Merrill Lynch September 1993 - September 1998
D.A. Campbell Company September 1991 - September 1993
Skills
Enterprise Software, Cement, Renewable Energy, Solar Energy, Valuation, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Investments, Financial Analysis, Corporate Finance, Private Placements, Mergers, Venture Capital, Cleantech, Equity Research, Mergers & Acquisitions, Hedge Funds, Strategy, Corporate Development, Finance, Series 7, Alternative Investments, Trading, Equities, Capital Markets, Securities, Equity Valuation, Series 24, Sell Side, Series 63, Emerging Markets, Business Valuation, Economics, Institutional..., Financial Markets, DCF
Education
Stanford University 1985 — 1989
BA, Quantitative Economics
Kenneth Jo Kenneth Jo's B. Riley & Co. Experience 2012 - July 2015
Job CEO at Hanmi Capital, LLC
Industry Financial Services
Experience
Hanmi Capital, LLC August 2015 - Present
NMS Capital Securities July 2015 - Present
B. Riley & Co. 2012 - July 2015
J.P. Morgan 2009 - 2012
UBS 2002 - 2012
Skills
Private Equity, M&A experience, Volatility, Growth Capital, Asset Managment, Capital Markets, Financial Advisory
Education
Skidmore College
Bachelor of Arts (BA), Economics
Hanmi Capital, LLC August 2015 - Present
NMS Capital Securities July 2015 - Present
B. Riley & Co. 2012 - July 2015
J.P. Morgan 2009 - 2012
UBS 2002 - 2012
Skills
Private Equity, M&A experience, Volatility, Growth Capital, Asset Managment, Capital Markets, Financial Advisory
Education
Skidmore College
Bachelor of Arts (BA), Economics
Daren Zhang's B. Riley & Co. Experience June 2014 - August 2014
Job Forensic Technology Solutions Intern at PwC
Industry Management Consulting
Experience
UC Berkeley 2012 - Present
PwC June 2015 - August 2015
Berkeley Student Learning Center August 2014 - December 2014
Congresswoman Barbara Lee June 2014 - August 2014
B. Riley & Co. June 2014 - August 2014
Bravo Your City! March 2013 - December 2013
Skills
Public Speaking, Leadership, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Research
Education
UC Berkeley 2012 — 2015
Bachelor's Degree, Economics
UC Berkeley 2012 - Present
PwC June 2015 - August 2015
Berkeley Student Learning Center August 2014 - December 2014
Congresswoman Barbara Lee June 2014 - August 2014
B. Riley & Co. June 2014 - August 2014
Bravo Your City! March 2013 - December 2013
Skills
Public Speaking, Leadership, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Research
Education
UC Berkeley 2012 — 2015
Bachelor's Degree, Economics
Tony Hsieh Tony Hsieh's B. Riley & Co. Experience May 2015 - Present
Job Investment Banking Summer Analyst at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. May 2015 - Present
Crewe Capital January 2015 - May 2015
Accretive Capital Management January 2015 - May 2015
Linsalata Capital Partners January 2015 - May 2015
Highcrest Management Group January 2015 - May 2015
MIT Sloan School of Management October 2014 - December 2014
Beneficial Financial Group September 2014 - December 2014
Personal Economics LLC January 2012 - May 2012
Skills
Microsoft Excel, Public Speaking, Leadership, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Research, Investments, Mandarin, Microsoft Office, PowerPoint, Microsoft Word, Excel, Analysis, Team Leadership, English, Social Media Marketing, Traditional Chinese..., Chinese, Marketing Strategy, Data Analysis, Investment Banking
Education
Brigham Young University
Bachelor’s Degree, Accounting, 3.9 / 4.0
B. Riley & Co. May 2015 - Present
Crewe Capital January 2015 - May 2015
Accretive Capital Management January 2015 - May 2015
Linsalata Capital Partners January 2015 - May 2015
Highcrest Management Group January 2015 - May 2015
MIT Sloan School of Management October 2014 - December 2014
Beneficial Financial Group September 2014 - December 2014
Personal Economics LLC January 2012 - May 2012
Skills
Microsoft Excel, Public Speaking, Leadership, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Research, Investments, Mandarin, Microsoft Office, PowerPoint, Microsoft Word, Excel, Analysis, Team Leadership, English, Social Media Marketing, Traditional Chinese..., Chinese, Marketing Strategy, Data Analysis, Investment Banking
Education
Brigham Young University
Bachelor’s Degree, Accounting, 3.9 / 4.0
Nikhil Bhambi Nikhil Bhambi's B. Riley & Co. Experience January 2015 - April 2015
Job Investment Banking Analyst at National Securities Corporation
Industry Financial Services
Experience
National Securities Corporation July 2015 - Present
Bristol-Myers Squibb September 2014 - May 2015
B. Riley & Co. January 2015 - April 2015
Amgen June 2014 - August 2014
Cedars-Sinai Medical Center June 2013 - August 2013
Boston University January 2012 - July 2012
Central Cardiology Medical Clinic June 2011 - August 2011
Skills
Clinical Research, Microsoft Excel, PCR, Cell Culture, Research, Molecular Cloning, Python, Financial Modeling, Gel Electrophoresis, Fluorescence Microscopy, Microscopy, Tissue Culture, PowerPoint, Final Cut Pro, Public Speaking, Social Media, NMR spectroscopy, Microsoft Word, Statistical Data..., Computed Tomography..., Cost Effective Analysis, Financial Forecasting, Capital IQ, Video Editing, Data Analysis, Event Planning, Editing, Spanish
Education
Claremont McKenna College 2012 — 2015
Bachelor's degree, Science and Management, 3.70/4.00
Boston University 2011 — 2012
Bachelor's degree, Cell Biology, Molecular Biology, & Genetics, 3.77/4.00
Milton Academy 2007 — 2011
High School Diploma
National Securities Corporation July 2015 - Present
Bristol-Myers Squibb September 2014 - May 2015
B. Riley & Co. January 2015 - April 2015
Amgen June 2014 - August 2014
Cedars-Sinai Medical Center June 2013 - August 2013
Boston University January 2012 - July 2012
Central Cardiology Medical Clinic June 2011 - August 2011
Skills
Clinical Research, Microsoft Excel, PCR, Cell Culture, Research, Molecular Cloning, Python, Financial Modeling, Gel Electrophoresis, Fluorescence Microscopy, Microscopy, Tissue Culture, PowerPoint, Final Cut Pro, Public Speaking, Social Media, NMR spectroscopy, Microsoft Word, Statistical Data..., Computed Tomography..., Cost Effective Analysis, Financial Forecasting, Capital IQ, Video Editing, Data Analysis, Event Planning, Editing, Spanish
Education
Claremont McKenna College 2012 — 2015
Bachelor's degree, Science and Management, 3.70/4.00
Boston University 2011 — 2012
Bachelor's degree, Cell Biology, Molecular Biology, & Genetics, 3.77/4.00
Milton Academy 2007 — 2011
High School Diploma
Stephen Andrew's B. Riley & Co. Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
BYU Investment Banking Club March 2015 - Present
Credit Suisse June 2015 - August 2015
Coldwell Banker Commercial Real Estate October 2014 - January 2015
Tag (Mobile App) July 2014 - December 2014
B. Riley & Co. May 2014 - August 2014
Linsalata Capital Partners December 2013 - April 2014
Leland A. Parker & Associates July 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints July 2011 - July 2013
Skills
Microsoft Office, Public Speaking, Editing, Accounting, Coaching, Spanish, Microsoft Excel, Investments, Private Equity, Investment Banking, Corporate Finance, Team Leadership, Valuation, Financial Analysis, Financial Modeling, Leadership, PowerPoint
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor's Degree, Finance, Junior
Edison High School 2006 — 2010
BYU Investment Banking Club March 2015 - Present
Credit Suisse June 2015 - August 2015
Coldwell Banker Commercial Real Estate October 2014 - January 2015
Tag (Mobile App) July 2014 - December 2014
B. Riley & Co. May 2014 - August 2014
Linsalata Capital Partners December 2013 - April 2014
Leland A. Parker & Associates July 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints July 2011 - July 2013
Skills
Microsoft Office, Public Speaking, Editing, Accounting, Coaching, Spanish, Microsoft Excel, Investments, Private Equity, Investment Banking, Corporate Finance, Team Leadership, Valuation, Financial Analysis, Financial Modeling, Leadership, PowerPoint
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor's Degree, Finance, Junior
Edison High School 2006 — 2010
Shivi Singh's B. Riley & Co. Experience September 2015 - Present
Job Investment Banking Fall Analyst at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. September 2015 - Present
Vaughan Capital Advisors May 2015 - July 2015
IRA Capital April 2013 - August 2014
Skills
Financial Analysis, Valuation, DCF, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Office, Investment Banking, Economics, Corporate Finance
Education
University of Southern California
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.) in Business Administration, Junior
Foothill High School
B. Riley & Co. September 2015 - Present
Vaughan Capital Advisors May 2015 - July 2015
IRA Capital April 2013 - August 2014
Skills
Financial Analysis, Valuation, DCF, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Office, Investment Banking, Economics, Corporate Finance
Education
University of Southern California
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.) in Business Administration, Junior
Foothill High School
Robert Drust Robert Drust's B. Riley & Co. Experience July 2013 - Present
Job Institutional Equity Trader B Riley & Co
Industry Investment Management
Experience
B. Riley & Co. July 2013 - Present
Crowell, Weedon & Co. January 2008 - June 2013
Thomas Weisel Partners February 2004 - January 2008
Wellington Management April 1999 - October 2002
prudential 1995 - 1997
Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7
Education
Pepperdine University 1997 — 1999
MBA, Finance
Rider University
Bachelor of Science (BS), Finance, General
pennsbury
pennsbury
B. Riley & Co. July 2013 - Present
Crowell, Weedon & Co. January 2008 - June 2013
Thomas Weisel Partners February 2004 - January 2008
Wellington Management April 1999 - October 2002
prudential 1995 - 1997
Skills
Equity Trading, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Bloomberg, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Trading, Investment Strategies, Securities, Series 7
Education
Pepperdine University 1997 — 1999
MBA, Finance
Rider University
Bachelor of Science (BS), Finance, General
pennsbury
pennsbury
Brian Shrock Brian Shrock's B. Riley & Co. Experience May 2015 - August 2015
Job MBA Candidate Class of 2017 University of Michigan Ross School of Business
Industry Banking
Experience
B. Riley & Co. May 2015 - August 2015
Index Fresh, Inc. December 2013 - May 2015
Numira Biosciences May 2011 - May 2013
Numira Biosciences December 2009 - May 2011
Numira Biosciences February 2009 - December 2009
Skills
Accounting, Microsoft Excel, Microsoft Word, Budgets, Management, Financial Analysis, Invoicing, Financial Statements, Financial Reporting, General Ledger, Bank Reconciliation, GAAP, Revenue Recognition, Account Reconciliation, Auditing, Accounts Receivable, Analysis, Financial Accounting
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Utah 2009 — 2012
Bachelor of Science (BS), Accounting
B. Riley & Co. May 2015 - August 2015
Index Fresh, Inc. December 2013 - May 2015
Numira Biosciences May 2011 - May 2013
Numira Biosciences December 2009 - May 2011
Numira Biosciences February 2009 - December 2009
Skills
Accounting, Microsoft Excel, Microsoft Word, Budgets, Management, Financial Analysis, Invoicing, Financial Statements, Financial Reporting, General Ledger, Bank Reconciliation, GAAP, Revenue Recognition, Account Reconciliation, Auditing, Accounts Receivable, Analysis, Financial Accounting
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Utah 2009 — 2012
Bachelor of Science (BS), Accounting
Andrew Yen's B. Riley & Co. Experience May 2013 - August 2013
Job Investment Banking Summer Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Berkeley Investment Group June 2013 - Present
Pacific Crest Securities May 2015 - August 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
Crimson Investment January 2014 - April 2014
B. Riley & Co. May 2013 - August 2013
Skills
Microsoft Office, Investments, Stata, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Microsoft Word, Equity Research, Data Analysis, Public Speaking, PowerPoint
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics
Archbishop Mitty High School 2008 — 2012
Berkeley Investment Group June 2013 - Present
Pacific Crest Securities May 2015 - August 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
Crimson Investment January 2014 - April 2014
B. Riley & Co. May 2013 - August 2013
Skills
Microsoft Office, Investments, Stata, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Microsoft Word, Equity Research, Data Analysis, Public Speaking, PowerPoint
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics
Archbishop Mitty High School 2008 — 2012
Jordan Lusk Jordan Lusk's B. Riley & Co. Experience May 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Corra Fund February 2014 - Present
Morgan Stanley June 2014 - August 2014
B. Riley & Co. May 2013 - August 2013
Columbia West Capital January 2013 - April 2013
Zions Bank May 2012 - August 2012
Skills
Investment Banking, Due Diligence, Financial Modeling, Financial Analysis, Valuation, DCF, Private Placements, LBO, Private Equity, Business Valuation, Mergers & Acquisitions, Investments, Finance, Corporate Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Finance
Morgan Stanley June 2015 - Present
Corra Fund February 2014 - Present
Morgan Stanley June 2014 - August 2014
B. Riley & Co. May 2013 - August 2013
Columbia West Capital January 2013 - April 2013
Zions Bank May 2012 - August 2012
Skills
Investment Banking, Due Diligence, Financial Modeling, Financial Analysis, Valuation, DCF, Private Placements, LBO, Private Equity, Business Valuation, Mergers & Acquisitions, Investments, Finance, Corporate Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Finance
Christopher Lloyd Christopher Lloyd's B. Riley & Co. Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Accounting
Experience
Brigham Young University August 2010 - Present
J.P. Morgan June 2015 - August 2015
B. Riley & Co. May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
DW Healthcare Partners June 2013 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2011 - December 2012
Skills
Strategic Negotiations, Analytical Skills, Interpersonal..., Building Relationships, Creative Solutions, Strategic Thinking, Teamwork, Collaborative Problem..., Social Skills, Goal Oriented, Integrity, Team-oriented, Critical Thinking, Close Attention to..., Private Equity, Leadership, Microsoft Office, Conceptual Ability, Microsoft Excel, Financial Analysis, Investments, Seismic Attributes, Baseball, Love Of Learning, Due Diligence, Contemporary Dance, Mergers & Acquisitions, Corporate Finance, Microsoft Word, Financial Modeling, PowerPoint, Accounting, Public Speaking
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Highland High School 2006 — 2010
Brigham Young University August 2010 - Present
J.P. Morgan June 2015 - August 2015
B. Riley & Co. May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
DW Healthcare Partners June 2013 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2011 - December 2012
Skills
Strategic Negotiations, Analytical Skills, Interpersonal..., Building Relationships, Creative Solutions, Strategic Thinking, Teamwork, Collaborative Problem..., Social Skills, Goal Oriented, Integrity, Team-oriented, Critical Thinking, Close Attention to..., Private Equity, Leadership, Microsoft Office, Conceptual Ability, Microsoft Excel, Financial Analysis, Investments, Seismic Attributes, Baseball, Love Of Learning, Due Diligence, Contemporary Dance, Mergers & Acquisitions, Corporate Finance, Microsoft Word, Financial Modeling, PowerPoint, Accounting, Public Speaking
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Highland High School 2006 — 2010
Nicole (Ventrella) Rex Nicole (Ventrella) Rex's B. Riley & Co. Experience March 2007 - November 2008
Job Principal at Watermark Insurance Services, Inc.
Industry Insurance
Experience
NAIFA San Diego June 2014 - Present
Watermark Insurance Services, Inc. January 2013 - Present
Back Nine Insurance January 2009 - January 2013
NAIFA San Diego 2011 - 2013
B. Riley & Co. March 2007 - November 2008
Skills
Fixed Annuities, Key Person Insurance, Executive Pay, Insurance, Premium Financing, Disability Insurance, Estate Planning, Long-term Care, Retirement, Term Life Insurance, Health Insurance, Employee Benefits, Life Insurance, Wealth, Underwriting, Financial Planners, Financial Advisory, Retirement Planning, Long Term Care Insurance
Education
San Diego State University-California State University 2002 — 2006
Hospitality and Tourism Management, Special Events
Oak Park High School 1999 — 2002
NAIFA San Diego June 2014 - Present
Watermark Insurance Services, Inc. January 2013 - Present
Back Nine Insurance January 2009 - January 2013
NAIFA San Diego 2011 - 2013
B. Riley & Co. March 2007 - November 2008
Skills
Fixed Annuities, Key Person Insurance, Executive Pay, Insurance, Premium Financing, Disability Insurance, Estate Planning, Long-term Care, Retirement, Term Life Insurance, Health Insurance, Employee Benefits, Life Insurance, Wealth, Underwriting, Financial Planners, Financial Advisory, Retirement Planning, Long Term Care Insurance
Education
San Diego State University-California State University 2002 — 2006
Hospitality and Tourism Management, Special Events
Oak Park High School 1999 — 2002
Nicholas Aberle Nicholas Aberle's B. Riley & Co. Experience 2003 - 2010
Job Director Finance, LOB Controller at Broadcom
Industry Semiconductors
Experience
Broadcom 2011 - Present
Janney Montgomery Scott 2010 - 2011
B. Riley & Co. 2003 - 2010
Allianz Global Investors 2001 - 2003
Skills
Investor Relations, Corporate Development, Financial Analysis, Competitive Intelligence, Strategic Planning, Spokesperson, Equity Research, Financial Modeling
Education
University of California, San Diego 1997 — 2001
BS, Management Science
Broadcom 2011 - Present
Janney Montgomery Scott 2010 - 2011
B. Riley & Co. 2003 - 2010
Allianz Global Investors 2001 - 2003
Skills
Investor Relations, Corporate Development, Financial Analysis, Competitive Intelligence, Strategic Planning, Spokesperson, Equity Research, Financial Modeling
Education
University of California, San Diego 1997 — 2001
BS, Management Science
Laura McGuigan, CFA Laura McGuigan, CFA's B. Riley & Co. Experience May 2011 - November 2012
Job First Vice President, Senior Investment Analyst at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management December 2012 - Present
B. Riley & Co. May 2011 - November 2012
Transamerica Investment Management August 2005 - May 2011
Westcap Investors LLC May 1998 - August 2005
Skills
Chartered Financial..., Financial Accounting, Profit Analysis, Investments, Excel Models, Series 7, Series 63, Hedge Funds, Equities, Series 86, Mutual Funds, Alternative Investments, FINRA, Portfolio Management, Bloomberg, Corporate Finance
Education
Birmingham City University
BA (honours), Business, Management, Marketing, and Related Support Services
RNC Genter Capital Management December 2012 - Present
B. Riley & Co. May 2011 - November 2012
Transamerica Investment Management August 2005 - May 2011
Westcap Investors LLC May 1998 - August 2005
Skills
Chartered Financial..., Financial Accounting, Profit Analysis, Investments, Excel Models, Series 7, Series 63, Hedge Funds, Equities, Series 86, Mutual Funds, Alternative Investments, FINRA, Portfolio Management, Bloomberg, Corporate Finance
Education
Birmingham City University
BA (honours), Business, Management, Marketing, and Related Support Services
Rohit Rajkumar's B. Riley & Co. Experience August 2014 - January 2015
Job Investment Banking Summer Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - August 2015
The Presidio Group LLC January 2015 - May 2015
B. Riley & Co. August 2014 - January 2015
Consilio - A First Advantage Company June 2013 - August 2013
For All Mankind July 2011 - May 2013
American Cambridge Institute June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Leadership, Organization &..., Well Travelled, Microsoft Office, Microsoft Word, Research, Presentations, Critical Thinking, Fundraising, Teaching, Nonprofits, Financial Modeling, Data Analysis, Spanish, Teamwork, Social Media
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA)
Walnut High School 2010 — 2013
IB Diploma
Cowen and Company June 2015 - August 2015
The Presidio Group LLC January 2015 - May 2015
B. Riley & Co. August 2014 - January 2015
Consilio - A First Advantage Company June 2013 - August 2013
For All Mankind July 2011 - May 2013
American Cambridge Institute June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Public Speaking, Leadership, Organization &..., Well Travelled, Microsoft Office, Microsoft Word, Research, Presentations, Critical Thinking, Fundraising, Teaching, Nonprofits, Financial Modeling, Data Analysis, Spanish, Teamwork, Social Media
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA)
Walnut High School 2010 — 2013
IB Diploma
Dylan Davis's B. Riley & Co. Experience July 2011 - September 2011
Job Investment Banking Analyst at JMP Securities
Industry Investment Banking
Experience
JMP Securities July 2014 - Present
Imperial Capital Bank September 2012 - December 2012
Creo Capital Advisors July 2012 - September 2012
B. Riley & Co. July 2011 - September 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Analysis, Team Leadership, Private Equity, Capital IQ, Finance, Deal Execution, Bloomberg, M&A experience, Debt & Equity Financing, Business Strategy, Capital Structure, IPO, Strong Communication..., DCF, Strategy, Capital Markets, Investments, Fixed Income, Portfolio Management, Corporate Finance, LBO, Equities, Economics, Microsoft Office
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Quantitative Economics
JMP Securities July 2014 - Present
Imperial Capital Bank September 2012 - December 2012
Creo Capital Advisors July 2012 - September 2012
B. Riley & Co. July 2011 - September 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Analysis, Team Leadership, Private Equity, Capital IQ, Finance, Deal Execution, Bloomberg, M&A experience, Debt & Equity Financing, Business Strategy, Capital Structure, IPO, Strong Communication..., DCF, Strategy, Capital Markets, Investments, Fixed Income, Portfolio Management, Corporate Finance, LBO, Equities, Economics, Microsoft Office
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Quantitative Economics
Ben Donnelly's B. Riley & Co. Experience June 2011 - August 2011
Job Marketing Manager at TravisMathew
Industry Marketing and Advertising
Experience
TravisMathew Apparel March 2015 - Present
Oakley July 2012 - March 2015
Trojan Battery Company June 2012 - August 2012
B. Riley & Co. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, HTML, Java, English, Marketing, Blogging, Public Relations, Analysis, Spanish, Market Research
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
KEDGE Business School
TravisMathew Apparel March 2015 - Present
Oakley July 2012 - March 2015
Trojan Battery Company June 2012 - August 2012
B. Riley & Co. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, HTML, Java, English, Marketing, Blogging, Public Relations, Analysis, Spanish, Market Research
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
KEDGE Business School
Scott Witter Scott Witter's B. Riley & Co. Experience 2004 - 2008
Job Director of Business Development / M&A at U.S. HealthWorks
Industry Medical Practice
Experience
U.S. HealthWorks 2010 - Present
McGladrey Capital Markets 2008 - 2009
B. Riley & Co. 2004 - 2008
The Seidler Companies 2003 - 2004
McGladrey Capital Markets 2001 - 2003
Skills
Corporate development, Mergers and acquisitions, Strategic planning and..., Investment Banking, Strategic Planning, Fairness Opinions, Business Valuation, Deal Structuring, Joint Ventures, M&A experience, Valuation, Mergers, Due Diligence, Divestitures, Negotiation, Healthcare, Financial Analysis, Strategic Partnerships, Corporate Development, Business Development, Mergers & Acquisitions, Contract Negotiation, Corporate Finance, Strategy, Finance
Education
Pepperdine University 1999 — 2001
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance
The University of British Columbia 1991 — 1996
BA, Political Science
U.S. HealthWorks 2010 - Present
McGladrey Capital Markets 2008 - 2009
B. Riley & Co. 2004 - 2008
The Seidler Companies 2003 - 2004
McGladrey Capital Markets 2001 - 2003
Skills
Corporate development, Mergers and acquisitions, Strategic planning and..., Investment Banking, Strategic Planning, Fairness Opinions, Business Valuation, Deal Structuring, Joint Ventures, M&A experience, Valuation, Mergers, Due Diligence, Divestitures, Negotiation, Healthcare, Financial Analysis, Strategic Partnerships, Corporate Development, Business Development, Mergers & Acquisitions, Contract Negotiation, Corporate Finance, Strategy, Finance
Education
Pepperdine University 1999 — 2001
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance
The University of British Columbia 1991 — 1996
BA, Political Science
Eric Wold, CFA Eric Wold, CFA's B. Riley & Co. Experience September 2011 - Present
Job Senior Analyst at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. September 2011 - Present
Armada Oil May 2012 - July 2015
Merriman Capital March 2002 - September 2011
Lucas Energy September 2005 - September 2009
NightFire Software October 2000 - March 2002
TheMan.com March 2000 - September 2000
First Security Van Kasper October 1997 - March 2000
Polynous Capital Management May 1996 - October 1997
GT Global Financial Services June 1994 - May 1996
Skills
Series 7, Series 63, Series 24, Series 86, Series 87, Equities, Securities, Financial Modeling, Capital Markets, Investments, Equity Research, Research, CFA, Valuation, Corporate Development, Mergers & Acquisitions, Chartered Financial..., Venture Capital, Corporate Finance, Equity Valuation, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Investment Banking, Private Equity
Education
University of California, Berkeley 1990 — 1994
B.S., Finance
B. Riley & Co. September 2011 - Present
Armada Oil May 2012 - July 2015
Merriman Capital March 2002 - September 2011
Lucas Energy September 2005 - September 2009
NightFire Software October 2000 - March 2002
TheMan.com March 2000 - September 2000
First Security Van Kasper October 1997 - March 2000
Polynous Capital Management May 1996 - October 1997
GT Global Financial Services June 1994 - May 1996
Skills
Series 7, Series 63, Series 24, Series 86, Series 87, Equities, Securities, Financial Modeling, Capital Markets, Investments, Equity Research, Research, CFA, Valuation, Corporate Development, Mergers & Acquisitions, Chartered Financial..., Venture Capital, Corporate Finance, Equity Valuation, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Investment Banking, Private Equity
Education
University of California, Berkeley 1990 — 1994
B.S., Finance
Grant Hustedt Grant Hustedt's B. Riley & Co. Experience October 2009 - Present
Job Vice President at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. October 2009 - Present
Deloitte 2006 - 2009
Education
University of Arizona, Eller College of Management 2002 — 2006
BS, Accounting
B. Riley & Co. October 2009 - Present
Deloitte 2006 - 2009
Education
University of Arizona, Eller College of Management 2002 — 2006
BS, Accounting
Selin Wold Selin Wold's B. Riley & Co. Experience September 2011 - September 2015
Job JMP Group LLC
Industry Financial Services
Experience
JMP Group LLC September 2015 - Present
B. Riley & Co. September 2011 - September 2015
Merriman Capital, Inc. December 2010 - September 2011
Merriman Capital, Inc. August 2002 - December 2010
Robertson Stephens March 1999 - July 2002
Skills
Series 7, Series 63, Series 24, Compliance, Equity Trading, Equities, Securities, Bloomberg, Asset Management, Hedge Funds, FINRA
Education
University of California, Santa Barbara
BA, Film Studies and History of Art & Architecture
JMP Group LLC September 2015 - Present
B. Riley & Co. September 2011 - September 2015
Merriman Capital, Inc. December 2010 - September 2011
Merriman Capital, Inc. August 2002 - December 2010
Robertson Stephens March 1999 - July 2002
Skills
Series 7, Series 63, Series 24, Compliance, Equity Trading, Equities, Securities, Bloomberg, Asset Management, Hedge Funds, FINRA
Education
University of California, Santa Barbara
BA, Film Studies and History of Art & Architecture
Bill Sherman's B. Riley & Co. Experience February 2003 - January 2004
Job Managing Member at TEC Advisors, LLC
Industry Financial Services
Experience
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
Justin Cable Justin Cable's B. Riley & Co. Experience February 2000 - May 2007
Job Partner, Director of Research at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities May 2007 - Present
B. Riley & Co. February 2000 - May 2007
Skills
Equities, Financial Modeling, Hedge Funds, Investment Banking, Equity Research, Private Equity, Capital Markets, Alternative Investments, Investor Relations, Valuation, Due Diligence, Bloomberg, Private Placements, Investments, Securities, Venture Capital, Equity Valuation, Bass Guitar, Fixed Income, Corporate Finance, Jazz
Education
University of La Verne
BS, Accounting & Finance
Global Hunter Securities May 2007 - Present
B. Riley & Co. February 2000 - May 2007
Skills
Equities, Financial Modeling, Hedge Funds, Investment Banking, Equity Research, Private Equity, Capital Markets, Alternative Investments, Investor Relations, Valuation, Due Diligence, Bloomberg, Private Placements, Investments, Securities, Venture Capital, Equity Valuation, Bass Guitar, Fixed Income, Corporate Finance, Jazz
Education
University of La Verne
BS, Accounting & Finance
Geoffrey Plank's B. Riley & Co. Experience February 2015 - Present
Job Managing Director at Liolios Group Investor Relations
Industry Public Relations and Communications
Experience
Liolios Group September 2005 - Present
TeleCommuncation Systems, Inc. June 2005 - Present
B. Riley & Co. February 2015 - Present
Black Diamond Equipment April 2011 - Present
BBSI July 2011 - Present
Planar Systems July 2014 - Present
Performance Food Group November 2013 - Present
Eastside Distilling December 2014 - Present
Iteris, Inc. October 2010 - Present
Speed Commerce July 2012 - Present
Skills
Investor Relations, Corporate Communications, Mergers & Acquisitions, Public Relations, Management, Graphic Design, Crisis Communications, Copy Editing, Capital Markets Advisory, Marketing, Business Development, Strategic Communications, Business Planning, Entrepreneurship, Start-ups, Strategic Planning, Strategic Partnerships, Strategy, Business Strategy, New Business Development
Education
University of California, Santa Cruz
Liolios Group September 2005 - Present
TeleCommuncation Systems, Inc. June 2005 - Present
B. Riley & Co. February 2015 - Present
Black Diamond Equipment April 2011 - Present
BBSI July 2011 - Present
Planar Systems July 2014 - Present
Performance Food Group November 2013 - Present
Eastside Distilling December 2014 - Present
Iteris, Inc. October 2010 - Present
Speed Commerce July 2012 - Present
Skills
Investor Relations, Corporate Communications, Mergers & Acquisitions, Public Relations, Management, Graphic Design, Crisis Communications, Copy Editing, Capital Markets Advisory, Marketing, Business Development, Strategic Communications, Business Planning, Entrepreneurship, Start-ups, Strategic Planning, Strategic Partnerships, Strategy, Business Strategy, New Business Development
Education
University of California, Santa Cruz
Bhakti Pavani Bhakti Pavani's B. Riley & Co. Experience July 2013 - February 2014
Job Research Analyst at Euro Pacific Capital
Industry Financial Services
Experience
Euro Pacific Capital April 2014 - Present
B. Riley & Co. July 2013 - February 2014
C.K.Cooper & Company August 2011 - June 2013
Center for Study in Emerging Markets- California State University, Fullerton August 2010 - December 2010
Center for Insurance Studies-California State University Fullerton January 2010 - December 2010
Dawnay Day AV Analytics June 2006 - October 2008
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equity Research, Due Diligence, Investments, Portfolio Management, Mergers, Risk Management, Finance, DCF, Analysis, Competitive Analysis, Capital Markets, Financial Analysis, Equities, Equity Valuation, Private Equity, Bloomberg, Financial Risk, Financial Markets, Mergers & Acquisitions, Asset Management, Economics, Fixed Income, Accounting
Education
California State University-Fullerton - College of Business and Economics 2009 — 2011
MBA, Finance
University of Mumbai 2004 — 2006
MMS, Finance
Euro Pacific Capital April 2014 - Present
B. Riley & Co. July 2013 - February 2014
C.K.Cooper & Company August 2011 - June 2013
Center for Study in Emerging Markets- California State University, Fullerton August 2010 - December 2010
Center for Insurance Studies-California State University Fullerton January 2010 - December 2010
Dawnay Day AV Analytics June 2006 - October 2008
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Equity Research, Due Diligence, Investments, Portfolio Management, Mergers, Risk Management, Finance, DCF, Analysis, Competitive Analysis, Capital Markets, Financial Analysis, Equities, Equity Valuation, Private Equity, Bloomberg, Financial Risk, Financial Markets, Mergers & Acquisitions, Asset Management, Economics, Fixed Income, Accounting
Education
California State University-Fullerton - College of Business and Economics 2009 — 2011
MBA, Finance
University of Mumbai 2004 — 2006
MMS, Finance
Jim Moore's B. Riley & Co. Experience May 2015 - Present
Job Managing Director at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. May 2015 - Present
J. Moore Partners LLC October 2008 - May 2015
North Point Advisors March 2004 - October 2008
Restoration Project 2003 - 2004
Deutsche Bank Alex. Brown 1995 - 2003
Skills
Venture Capital, Mergers & Acquisitions, Entrepreneurship, SaaS, Start-ups, Cloud Computing, Strategy, Investment Banking, Enterprise Software, Business Strategy, Private Equity, Angel Investing, Strategic Partnerships, IPO, Mergers, Leadership, Digital Media, Recapitalizations, Financial Modeling, Merger & Acquistion, Business Valuation, Social Media, Mobile Technology, E-commerce, Corporate Strategy, Positioning, Equity Research, Cross Boarder..., Software Subscription, Corporate Positioning, Equity Valuation, Equity Capital Markets, Financial Analysis, Financial Accounting, Financial Planning, Financial Statements, Organizational..., Strategic Leadership, Thought Leadership, University Teaching, Water Management, Water Resources, Sustainable Agriculture, Natural Health, CEO, CFO, Chief Executive Officer, Chief Financial Officer, Entrepreneurial Finance, Chief Strategy Officer
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Colorado Boulder 1977 — 1981
B.A., Economics
B. Riley & Co. May 2015 - Present
J. Moore Partners LLC October 2008 - May 2015
North Point Advisors March 2004 - October 2008
Restoration Project 2003 - 2004
Deutsche Bank Alex. Brown 1995 - 2003
Skills
Venture Capital, Mergers & Acquisitions, Entrepreneurship, SaaS, Start-ups, Cloud Computing, Strategy, Investment Banking, Enterprise Software, Business Strategy, Private Equity, Angel Investing, Strategic Partnerships, IPO, Mergers, Leadership, Digital Media, Recapitalizations, Financial Modeling, Merger & Acquistion, Business Valuation, Social Media, Mobile Technology, E-commerce, Corporate Strategy, Positioning, Equity Research, Cross Boarder..., Software Subscription, Corporate Positioning, Equity Valuation, Equity Capital Markets, Financial Analysis, Financial Accounting, Financial Planning, Financial Statements, Organizational..., Strategic Leadership, Thought Leadership, University Teaching, Water Management, Water Resources, Sustainable Agriculture, Natural Health, CEO, CFO, Chief Executive Officer, Chief Financial Officer, Entrepreneurial Finance, Chief Strategy Officer
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
University of Colorado Boulder 1977 — 1981
B.A., Economics
Kara Anderson, CFA's B. Riley & Co. Experience 2014 - Present
Job Experienced Analyst
Industry Financial Services
Experience
B. Riley & Co. 2014 - Present
Kara L. Anderson, CFA 2012 - 2013
BMO Capital Markets 2006 - 2012
Skills
Financial Modeling, Equities, Series 7, Market Research, Microsoft Excel, Bloomberg Terminal, Thomson One Analytics, Entertainment Industry, Gaming Industry, Series 63, Financial Analysis, Report Writing, PowerPoint, DCF, Investments, Valuation, Analysis, Bloomberg, Equity Research, Forecasting, Analytics
Education
Loyola Marymount University, College of Business Administration
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration (B.B.A.), Marketing
B. Riley & Co. 2014 - Present
Kara L. Anderson, CFA 2012 - 2013
BMO Capital Markets 2006 - 2012
Skills
Financial Modeling, Equities, Series 7, Market Research, Microsoft Excel, Bloomberg Terminal, Thomson One Analytics, Entertainment Industry, Gaming Industry, Series 63, Financial Analysis, Report Writing, PowerPoint, DCF, Investments, Valuation, Analysis, Bloomberg, Equity Research, Forecasting, Analytics
Education
Loyola Marymount University, College of Business Administration
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration (B.B.A.), Marketing
Gene Mannheimer's B. Riley & Co. Experience February 2013 - May 2014
Job
Industry Investment Banking
Experience
Topeka Capital Markets, Inc May 2014 - Present
B. Riley & Co. February 2013 - May 2014
Auriga USA September 2008 - June 2012
Caris & Company March 2005 - July 2008
Roth Capital Partners April 2002 - March 2005
CDIB Ventures June 1999 - May 2001
CareFusion January 1998 - June 1999
QuadraMed Corp. February 1994 - January 1998
MedAssets/Avega 1992 - 1994
Broadview Associates 1989 - 1990
Skills
Accomplished healthcare..., Equity Research, Venture Capital, Investment Banking, Investments, Research, Healthcare Information..., Hedge Funds, Equities, Capital Markets, Valuation, Angel Investing, merger and acquisitions, Strategic Planning, Mergers & Acquisitions, Due Diligence, Finance, Analysis, Bloomberg, Financial Modeling, Equity Valuation, Trading, Portfolio Management, Alternative Investments, Series 7, Fixed Income, Securities, Asset Management, Investment Management, Corporate Finance, Investment Strategies, DCF, Series 63, Equity Trading, Private Equity, Private Placements, Strategy, FINRA, Corporate Development, Management, Business Development
Education
University of Southern California - Marshall School of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1983 — 1987
B.S. Economics - Wharton, Bach. Applied Science - Engineering, Finance, Systems Engineering
La Jolla High 1980 — 1983
Terrill Junior High
Topeka Capital Markets, Inc May 2014 - Present
B. Riley & Co. February 2013 - May 2014
Auriga USA September 2008 - June 2012
Caris & Company March 2005 - July 2008
Roth Capital Partners April 2002 - March 2005
CDIB Ventures June 1999 - May 2001
CareFusion January 1998 - June 1999
QuadraMed Corp. February 1994 - January 1998
MedAssets/Avega 1992 - 1994
Broadview Associates 1989 - 1990
Skills
Accomplished healthcare..., Equity Research, Venture Capital, Investment Banking, Investments, Research, Healthcare Information..., Hedge Funds, Equities, Capital Markets, Valuation, Angel Investing, merger and acquisitions, Strategic Planning, Mergers & Acquisitions, Due Diligence, Finance, Analysis, Bloomberg, Financial Modeling, Equity Valuation, Trading, Portfolio Management, Alternative Investments, Series 7, Fixed Income, Securities, Asset Management, Investment Management, Corporate Finance, Investment Strategies, DCF, Series 63, Equity Trading, Private Equity, Private Placements, Strategy, FINRA, Corporate Development, Management, Business Development
Education
University of Southern California - Marshall School of Business 1990 — 1992
MBA, Finance
University of Pennsylvania 1983 — 1987
B.S. Economics - Wharton, Bach. Applied Science - Engineering, Finance, Systems Engineering
La Jolla High 1980 — 1983
Terrill Junior High
Yun Kim's B. Riley & Co. Experience February 2014 - July 2014
Job Senior Research Analyst at Lake Street Capital Markets, LLC
Industry Financial Services
Experience
Lake Street Capital Markets, LLC October 2015 - Present
Jefferies LLC July 2014 - October 2015
B. Riley & Co. February 2014 - July 2014
Janney Montgomery Scott October 2012 - January 2014
ThinkEquity LLC September 2011 - October 2012
Gleacher & Co. March 2009 - August 2011
Pacific Growth Equitiies September 2006 - March 2009
Accenture 1996 - 2000
Education
Northwestern University
Master of Science (M.S.), Biomedical Engineering
University of California, Berkeley
B.S., Research Honors, Bioengineering
University of California, Santa Cruz
B.A. with Honors, Business Economics
Lake Street Capital Markets, LLC October 2015 - Present
Jefferies LLC July 2014 - October 2015
B. Riley & Co. February 2014 - July 2014
Janney Montgomery Scott October 2012 - January 2014
ThinkEquity LLC September 2011 - October 2012
Gleacher & Co. March 2009 - August 2011
Pacific Growth Equitiies September 2006 - March 2009
Accenture 1996 - 2000
Education
Northwestern University
Master of Science (M.S.), Biomedical Engineering
University of California, Berkeley
B.S., Research Honors, Bioengineering
University of California, Santa Cruz
B.A. with Honors, Business Economics
Jim Given's B. Riley & Co. Experience April 2014 - July 2015
Job Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2015 - Present
B. Riley & Co. April 2014 - July 2015
Citigroup May 1994 - April 2013
Citi 2001 - 2006
Citi 1997 - 2001
Citi May 1994 - 1997
Drexel Burnham Lambert 1987 - 1989
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Alternative Investments, Financial Modeling, Investment Banking, Series 7, Valuation, Bloomberg, Mutual Funds, Finance, Series 63, Securities, Trading, Derivatives, Options, Financial Markets, Asset Allocation, Equity Trading, Trading Systems, Wealth Management, Fixed Income, Private Equity, Emerging Markets, Investment Advisory, Equity Valuation, Electronic Trading, FINRA, Investment Strategies, Bonds, Investment Management, ETFs, Financial Services, Asset Management
Education
Drexel University 1991 — 1993
Dual MBA, Finance & Investment Mgmt
Rutgers University-New Brunswick 1982 — 1986
BS, Ag Economics
LBI and High School
RBC Capital Markets July 2015 - Present
B. Riley & Co. April 2014 - July 2015
Citigroup May 1994 - April 2013
Citi 2001 - 2006
Citi 1997 - 2001
Citi May 1994 - 1997
Drexel Burnham Lambert 1987 - 1989
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Alternative Investments, Financial Modeling, Investment Banking, Series 7, Valuation, Bloomberg, Mutual Funds, Finance, Series 63, Securities, Trading, Derivatives, Options, Financial Markets, Asset Allocation, Equity Trading, Trading Systems, Wealth Management, Fixed Income, Private Equity, Emerging Markets, Investment Advisory, Equity Valuation, Electronic Trading, FINRA, Investment Strategies, Bonds, Investment Management, ETFs, Financial Services, Asset Management
Education
Drexel University 1991 — 1993
Dual MBA, Finance & Investment Mgmt
Rutgers University-New Brunswick 1982 — 1986
BS, Ag Economics
LBI and High School
Knut Grevle's B. Riley & Co. Experience July 2002 - Present
Job Head of Equity Trading at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. July 2002 - Present
Janco Partners June 1999 - July 2002
Skills
Equity Trading, Series 7, Series 63, Options, Equity Research, Series 55, Series 24, Equities, Trading, Bloomberg, ETFs, Hedge Funds, Investments, Market Making, Securities, Capital Markets, Electronic Trading, FINRA, Trading Systems, Investment Banking, Technical Analysis, Bloomberg Terminal, Proprietary Trading, Stocks, Program Trading
Education
University of Denver 1995 — 1999
Bachelor's degree, Biology, General
Vail Mountain School 1986 — 1994
B. Riley & Co. July 2002 - Present
Janco Partners June 1999 - July 2002
Skills
Equity Trading, Series 7, Series 63, Options, Equity Research, Series 55, Series 24, Equities, Trading, Bloomberg, ETFs, Hedge Funds, Investments, Market Making, Securities, Capital Markets, Electronic Trading, FINRA, Trading Systems, Investment Banking, Technical Analysis, Bloomberg Terminal, Proprietary Trading, Stocks, Program Trading
Education
University of Denver 1995 — 1999
Bachelor's degree, Biology, General
Vail Mountain School 1986 — 1994
Andrew Buchholtz's B. Riley & Co. Experience November 2013 - August 2015
Job President at A. Buchholtz & Company, LLC
Industry Investment Banking
Experience
A. Buchholtz & Company, LLC August 2015 - Present
B. Riley & Co. November 2013 - August 2015
A. Buchholtz & Company, LLC December 2008 - November 2013
BMO Capital Markets May 2006 - December 2008
Veronis Suhler Stevenson September 1995 - May 2006
PRIMEDIA 1998 - 1999
J. S. Eliezer Associates, Inc. January 1991 - September 1995
Skills
Mergers, Digital Media, Finance, Marketing, Publishing, Negotiation, Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments, Start-ups, Business Strategy, Financial Analysis, Investor Relations, Restructuring, Mergers & Acquisitions, Management Consulting, Strategy, Entrepreneurship, M&A experience
Education
Boston University Questrom School of Business 1988 — 1990
MBA, General Management
Boston University 1985 — 1990
BA, Economics
A. Buchholtz & Company, LLC August 2015 - Present
B. Riley & Co. November 2013 - August 2015
A. Buchholtz & Company, LLC December 2008 - November 2013
BMO Capital Markets May 2006 - December 2008
Veronis Suhler Stevenson September 1995 - May 2006
PRIMEDIA 1998 - 1999
J. S. Eliezer Associates, Inc. January 1991 - September 1995
Skills
Mergers, Digital Media, Finance, Marketing, Publishing, Negotiation, Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments, Start-ups, Business Strategy, Financial Analysis, Investor Relations, Restructuring, Mergers & Acquisitions, Management Consulting, Strategy, Entrepreneurship, M&A experience
Education
Boston University Questrom School of Business 1988 — 1990
MBA, General Management
Boston University 1985 — 1990
BA, Economics
Adrienne Hudspeth's B. Riley & Co. Experience October 2011 - September 2012
Job Integrated Project Manager at kirshenbaum bond senecal + partners
Industry Marketing and Advertising
Experience
kirshenbaum bond senecal + partners August 2014 - Present
Grey Group September 2012 - Present
B. Riley & Co. October 2011 - September 2012
Merriman Capital May 2006 - October 2011
EF Education 2004 - 2006
Skills
Project Management, Advertising, Digital, Equity Capital Markets, Series 63, Marketing, Series 24
Education
University of California, Berkeley 1999 — 2003
BA, History
kirshenbaum bond senecal + partners August 2014 - Present
Grey Group September 2012 - Present
B. Riley & Co. October 2011 - September 2012
Merriman Capital May 2006 - October 2011
EF Education 2004 - 2006
Skills
Project Management, Advertising, Digital, Equity Capital Markets, Series 63, Marketing, Series 24
Education
University of California, Berkeley 1999 — 2003
BA, History
Peter Benedict's B. Riley & Co. Experience August 2003 - Present
Job Trader/Sales Trader at B. Riley & Company
Industry Financial Services
Experience
B. Riley & Co. August 2003 - Present
Wedbush Securities January 2001 - February 2003
Sherwood Securities Corp/NDB Captial Markets September 1996 - December 2000
Education
Hobart and William Smith Colleges 1992 — 1996
B. Riley & Co. August 2003 - Present
Wedbush Securities January 2001 - February 2003
Sherwood Securities Corp/NDB Captial Markets September 1996 - December 2000
Education
Hobart and William Smith Colleges 1992 — 1996
Brian Dunderdale's B. Riley & Co. Experience January 2003 - January 2011
Job .
Industry Financial Services
Experience
Ladenburg Thalmann May 2014 - Present
Topeka Capital Markets, Inc March 2013 - March 2014
CapStone Investments January 2012 - January 2013
B Riley January 2003 - January 2012
B. Riley & Co. January 2003 - January 2011
Skills
Series 7, Series 63, Equities, Electronic Trading, Trading
Education
University of Oregon
BS, Finance
Ladenburg Thalmann May 2014 - Present
Topeka Capital Markets, Inc March 2013 - March 2014
CapStone Investments January 2012 - January 2013
B Riley January 2003 - January 2012
B. Riley & Co. January 2003 - January 2011
Skills
Series 7, Series 63, Equities, Electronic Trading, Trading
Education
University of Oregon
BS, Finance
Cody Slach's B. Riley & Co. Experience 2004 - 2005
Job Managing Director at Liolios
Industry Financial Services
Experience
Liolios Group October 2008 - Present
Roth Capital Partners January 2007 - October 2008
TRC Companies, Inc. August 2005 - January 2007
B. Riley & Co. 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Investment Banking, Valuation, Capital Markets, Equities, Corporate Finance, Due Diligence, Equity Valuation, Investor Relations, Mergers, Hedge Funds, Equity Research
Education
University of Southern California 2001 — 2005
Business Administration, Finance
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science, Business Administration
Liolios Group October 2008 - Present
Roth Capital Partners January 2007 - October 2008
TRC Companies, Inc. August 2005 - January 2007
B. Riley & Co. 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Investment Banking, Valuation, Capital Markets, Equities, Corporate Finance, Due Diligence, Equity Valuation, Investor Relations, Mergers, Hedge Funds, Equity Research
Education
University of Southern California 2001 — 2005
Business Administration, Finance
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science, Business Administration
John Helms, CFA's B. Riley & Co. Experience February 2002 - March 2004
Job Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company, A Hilltop Holdings Company December 2013 - Present
Shay Financial Services, Inc. December 2011 - November 2013
Woodstock Financial Group, Inc. April 2011 - December 2011
Micah Mortgage August 2010 - April 2011
Quantum G and A Joint Venture July 2009 - March 2011
APS Financial June 2009 - August 2010
ORIX Finance July 2004 - July 2007
Speedwell Securities, LLC March 2004 - July 2004
B. Riley & Co. February 2002 - March 2004
Tejas Securities September 2000 - November 2001
Skills
Financial Analysis, Financial Modeling, Cash Flow Forecasting, Trading, Fixed Income, Investments, Portfolio Management, Equities, Finance, Valuation, Securities, Banking, Asset Management, Hedge Funds, Bonds, Credit Analysis, Data Analysis, Investigation, Investment Management, Investment Advisory, High Yield Bonds, Leveraged Finance, Bloomberg, Business Valuation, Account Reconciliation, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Rice University 1976 — 1981
M ChE, Chemical Engineering
New Canaan High School
Diploma
First Southwest Company, A Hilltop Holdings Company December 2013 - Present
Shay Financial Services, Inc. December 2011 - November 2013
Woodstock Financial Group, Inc. April 2011 - December 2011
Micah Mortgage August 2010 - April 2011
Quantum G and A Joint Venture July 2009 - March 2011
APS Financial June 2009 - August 2010
ORIX Finance July 2004 - July 2007
Speedwell Securities, LLC March 2004 - July 2004
B. Riley & Co. February 2002 - March 2004
Tejas Securities September 2000 - November 2001
Skills
Financial Analysis, Financial Modeling, Cash Flow Forecasting, Trading, Fixed Income, Investments, Portfolio Management, Equities, Finance, Valuation, Securities, Banking, Asset Management, Hedge Funds, Bonds, Credit Analysis, Data Analysis, Investigation, Investment Management, Investment Advisory, High Yield Bonds, Leveraged Finance, Bloomberg, Business Valuation, Account Reconciliation, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Rice University 1976 — 1981
M ChE, Chemical Engineering
New Canaan High School
Diploma
Todd Blastek's B. Riley & Co. Experience May 2006 - March 2009
Job Equity Trader at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. May 2006 - March 2009
Education
University of Montana 1980 — 1985
B. Riley & Co. May 2006 - March 2009
Education
University of Montana 1980 — 1985
Tim McQuay's B. Riley & Co. Experience September 2008 - November 2011
Job Managing Director, Noble Financial Group
Industry Financial Services
Experience
Noble Financial Capital Markets November 2011 - Present
Superior Industries International, Inc. November 2011 - Present
BSD Medical Corp. February 2008 - Present
Meade Instruments Corp. January 1997 - September 2013
Meade Instruments Corp April 1996 - September 2013
B. Riley & Co. September 2008 - November 2011
A.G. Edwards July 1997 - December 2007
Crowell, Weedon & Co. June 1993 - July 1997
Union Bank of California 1990 - 1993
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1969 — 1973
AB, Economics
Noble Financial Capital Markets November 2011 - Present
Superior Industries International, Inc. November 2011 - Present
BSD Medical Corp. February 2008 - Present
Meade Instruments Corp. January 1997 - September 2013
Meade Instruments Corp April 1996 - September 2013
B. Riley & Co. September 2008 - November 2011
A.G. Edwards July 1997 - December 2007
Crowell, Weedon & Co. June 1993 - July 1997
Union Bank of California 1990 - 1993
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Venture Capital, Valuation, Securities, Investments, Corporate Finance, Private Placements, Financial Modeling, Due Diligence, Alternative Investments, Hedge Funds, Corporate Development, Financial Analysis, Business Valuation, Mergers, Asset Managment, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance, General
Princeton University 1969 — 1973
AB, Economics
Nick Capuano's B. Riley & Co. Experience November 2009 - January 2014
Job B. Riley Asset Management
Industry Financial Services
Experience
B. Riley Asset Management February 2014 - Present
B. Riley & Co. November 2009 - January 2014
Imperial Capital, LLC September 2005 - July 2009
TCW, (Trust Co. of the West) November 1990 - July 2005
Education
University of California, San Diego 1985 — 1990
Bachelor of Arts (B.A.)
B. Riley Asset Management February 2014 - Present
B. Riley & Co. November 2009 - January 2014
Imperial Capital, LLC September 2005 - July 2009
TCW, (Trust Co. of the West) November 1990 - July 2005
Education
University of California, San Diego 1985 — 1990
Bachelor of Arts (B.A.)
Nancy Rink's B. Riley & Co. Experience May 2004 - August 2004
Job Client Development for Capital IQ
Industry Information Technology and Services
Experience
Capital IQ July 2008 - Present
Countywide Commercial Real Estate January 2007 - July 2008
Deloitte September 2005 - December 2006
Valet Girls December 2003 - December 2005
B. Riley & Co. May 2004 - August 2004
Education
Loyola Marymount University, College of Business Administration 2000 — 2005
Accounting and Finance, Accounting and Finance
Capital IQ July 2008 - Present
Countywide Commercial Real Estate January 2007 - July 2008
Deloitte September 2005 - December 2006
Valet Girls December 2003 - December 2005
B. Riley & Co. May 2004 - August 2004
Education
Loyola Marymount University, College of Business Administration 2000 — 2005
Accounting and Finance, Accounting and Finance
Scott Searle's B. Riley & Co. Experience October 2011 - February 2012
Job Analyst/Porfolio Manager at Diker Management
Industry Telecommunications
Experience
Diker Management November 2012 - Present
Unterberg Capital February 2012 - Present
B. Riley & Co. October 2011 - February 2012
Merriman Curhan Ford November 2009 - October 2011
S Squared Technology July 2003 - January 2009
SG Cowen August 2000 - August 2002
Cowen & Company 2000 - 2002
RBC Dain Rauscher May 1999 - June 2000
UBS December 1994 - May 1999
Neuberger Berman August 1992 - December 1994
Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT
Education
Bucknell University 1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude
Diker Management November 2012 - Present
Unterberg Capital February 2012 - Present
B. Riley & Co. October 2011 - February 2012
Merriman Curhan Ford November 2009 - October 2011
S Squared Technology July 2003 - January 2009
SG Cowen August 2000 - August 2002
Cowen & Company 2000 - 2002
RBC Dain Rauscher May 1999 - June 2000
UBS December 1994 - May 1999
Neuberger Berman August 1992 - December 1994
Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT
Education
Bucknell University 1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude
Kevin Liu, CFA's B. Riley & Co. Experience July 2005 - Present
Job Senior Analyst at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. July 2005 - Present
Education
University of California, Los Angeles 2000 — 2005
B.S., Mathematics/Economics
B. Riley & Co. July 2005 - Present
Education
University of California, Los Angeles 2000 — 2005
B.S., Mathematics/Economics
Robert Mandra's B. Riley & Co. Experience 2011 - 2012
Job Managing Director at RSM Advisors
Industry Financial Services
Experience
RSM Advisors 2012 - Present
B. Riley & Co. 2011 - 2012
Morgan Joseph 2008 - 2009
SoundView Technology Group 1998 - 2004
MIT Lincoln Laboratory 1987 - 1996
Skills
Mergers, Investment Banking, Business Strategy, Corporate Finance, Competitive Analysis, Due Diligence, Equities, Financial Analysis, Financial Modeling, Mergers, Start-ups, Venture Capital, Valuation, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
University of Rochester
MS
RSM Advisors 2012 - Present
B. Riley & Co. 2011 - 2012
Morgan Joseph 2008 - 2009
SoundView Technology Group 1998 - 2004
MIT Lincoln Laboratory 1987 - 1996
Skills
Mergers, Investment Banking, Business Strategy, Corporate Finance, Competitive Analysis, Due Diligence, Equities, Financial Analysis, Financial Modeling, Mergers, Start-ups, Venture Capital, Valuation, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
University of Rochester
MS
Rob Winans's B. Riley & Co. Experience 2008 - Present
Job Investment Banking/Sales & Trading
Industry Financial Services
Experience
B. Riley & Co. 2008 - Present
Education
The Tuck School of Business at Dartmouth 1985 — 1986
Bowdoin College
B. Riley & Co. 2008 - Present
Education
The Tuck School of Business at Dartmouth 1985 — 1986
Bowdoin College
Brett Piira's B. Riley & Co. Experience December 2012 - March 2015
Job Senior Analyst, Wireless Components at GfK Boutique Research
Industry Investment Management
Experience
GfK Boutique Research March 2015 - Present
B. Riley & Co. December 2012 - March 2015
Caris & Company August 2005 - December 2012
CoStar Group February 2005 - August 2005
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
GfK Boutique Research March 2015 - Present
B. Riley & Co. December 2012 - March 2015
Caris & Company August 2005 - December 2012
CoStar Group February 2005 - August 2005
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Laura Bityou's B. Riley & Co. Experience February 2011 - June 2012
Job ELA Instructor & Recruitment Director at Chicago Quest
Industry Primary/Secondary Education
Experience
Chicago Quest July 2014 - Present
The Noble Network of Charter Schools July 2012 - July 2014
B. Riley & Co. February 2011 - June 2012
Examiner.com September 2010 - June 2012
Franklin Educational Services September 2010 - June 2012
Chicago Public Schools August 2006 - August 2010
Skills
Microsoft Office, Proficient in Assyrian, Writing, Academic Tutoring, Teaching, Classroom, Teacher Training, Tutoring
Education
Dominican University 2012 — 2013
Master's degree, Educational Leadership and Administration, General
National Louis University 2006 — 2008
MAT, Secondary Education
Loyola University of Chicago 2002 — 2006
BA, Majors: Political Science and English; Minor: Women's Studies
Chicago Quest July 2014 - Present
The Noble Network of Charter Schools July 2012 - July 2014
B. Riley & Co. February 2011 - June 2012
Examiner.com September 2010 - June 2012
Franklin Educational Services September 2010 - June 2012
Chicago Public Schools August 2006 - August 2010
Skills
Microsoft Office, Proficient in Assyrian, Writing, Academic Tutoring, Teaching, Classroom, Teacher Training, Tutoring
Education
Dominican University 2012 — 2013
Master's degree, Educational Leadership and Administration, General
National Louis University 2006 — 2008
MAT, Secondary Education
Loyola University of Chicago 2002 — 2006
BA, Majors: Political Science and English; Minor: Women's Studies
JC Stamler's B. Riley & Co. Experience November 2013 - Present
Job Equity Sales Trader at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
B. Riley & Co. November 2013 - Present
The PrinceRidge Group January 2013 - July 2013
Casimir Capital April 2010 - November 2012
GFI Group August 2007 - April 2010
Miller Tabak 2000 - 2007
Bear Wagner 1999 - 2000
Kalb Voorhis 1995 - 1999
Skills
Series 7, Series 63, Equity Trading
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Gunnery 1988 — 1991
Kennebec 1983 — 1987
rumson country day school
Adam Weidenbaum's B. Riley & Co. Experience August 2011 - August 2012
Job Creative Strategist at Brand Knew
Industry Graphic Design
Experience
Brand Knew July 2015 - Present
Freelance / Graphic Design Services August 2012 - Present
Weidenbaum Design 2012 - 2015
Weidenbaum Design 2012 - 2015
Weidenbaum Design 2012 - 2015
A Hundred Years March 2014 - June 2014
B. Riley & Co. August 2011 - August 2012
Himelsein Mandel Fund Management August 2008 - October 2011
Devereaux Associates August 2007 - June 2008
Oppenheimer & Co. August 2006 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Illustrator, InDesign, Photoshop, Marketing, Advertising, Social Media Marketing, Social Media, Facebook, Web Design, Graphic Design, Branding & Identity, Logo Design
Education
UCLA Extension 2012 — 2014
Certificate, Design Communication Arts
Emory University - Goizueta Business School 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Brand Knew July 2015 - Present
Freelance / Graphic Design Services August 2012 - Present
Weidenbaum Design 2012 - 2015
Weidenbaum Design 2012 - 2015
Weidenbaum Design 2012 - 2015
A Hundred Years March 2014 - June 2014
B. Riley & Co. August 2011 - August 2012
Himelsein Mandel Fund Management August 2008 - October 2011
Devereaux Associates August 2007 - June 2008
Oppenheimer & Co. August 2006 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Illustrator, InDesign, Photoshop, Marketing, Advertising, Social Media Marketing, Social Media, Facebook, Web Design, Graphic Design, Branding & Identity, Logo Design
Education
UCLA Extension 2012 — 2014
Certificate, Design Communication Arts
Emory University - Goizueta Business School 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Ian Corydon's B. Riley & Co. Experience July 2007 - Present
Job Director of Research at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. July 2007 - Present
Skills
Equities, Valuation, Investments, Financial Analysis, Due Diligence, Finance, Credit, Securities, Fixed Income, Mergers & Acquisitions
Education
University of Southern California 2000 — 2002
MBA, Finance
University of California, Los Angeles 1990 — 1995
BA, English Literature
B. Riley & Co. July 2007 - Present
Skills
Equities, Valuation, Investments, Financial Analysis, Due Diligence, Finance, Credit, Securities, Fixed Income, Mergers & Acquisitions
Education
University of Southern California 2000 — 2002
MBA, Finance
University of California, Los Angeles 1990 — 1995
BA, English Literature
Aaron DiCenzo's B. Riley & Co. Experience April 2011 - August 2011
Job Avante Mezzanine Partners
Industry Financial Services
Experience
Avante Mezzanine Partners July 2015 - Present
ING Capital, LLC January 2015 - July 2015
American Capital September 2011 - March 2015
B. Riley & Co. April 2011 - August 2011
First Beverage Group January 2010 - April 2011
American Capital September 2007 - December 2009
Wachovia Securities, LLC 2004 - 2007
Skills
Private Equity, Corporate Finance, Investment Banking, Financial Modeling, Venture Capital, Valuation, Corporate Development, Mergers & Acquisitions, Due Diligence, Financial Analysis, LBO
Education
Princeton University 1998 — 2002
Dublin Scioto High School 1995 — 1998
Dublin High School 1994 — 1995
Avante Mezzanine Partners July 2015 - Present
ING Capital, LLC January 2015 - July 2015
American Capital September 2011 - March 2015
B. Riley & Co. April 2011 - August 2011
First Beverage Group January 2010 - April 2011
American Capital September 2007 - December 2009
Wachovia Securities, LLC 2004 - 2007
Skills
Private Equity, Corporate Finance, Investment Banking, Financial Modeling, Venture Capital, Valuation, Corporate Development, Mergers & Acquisitions, Due Diligence, Financial Analysis, LBO
Education
Princeton University 1998 — 2002
Dublin Scioto High School 1995 — 1998
Dublin High School 1994 — 1995
Andy Stapp's B. Riley & Co. Experience September 2007 - November 2011
Job Vice President at Hilliard Lyons
Industry Investment Management
Experience
Hilliard Lyons September 2014 - Present
Merion Capital Group June 2013 - Present
BGB Securities November 2012 - January 2013
Self Employed November 2011 - November 2012
B. Riley & Co. September 2007 - November 2011
Cohen & Company October 2003 - April 2007
Garland McPherson & Associates September 1997 - September 2003
Skills
Equity Research, Investor Relations, Financial Analysis, Budgeting, Strategic Planning, Mergers, Acquisition Analysis, Valuation, Accounting, Financial Management, Special Projects, Supervisory Skills, Team Oriented, Microsoft Office, Financial Reporting, Variance Analysis, Due Diligence, Financial Forecasting, Capital Budgeting, Strong Work Ethic, Account Analysis, Team-oriented, New Venture Analysis, New Business Development, Capital Markets, Mergers & Acquisitions, Banking, Investments, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1977 — 1979
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1974 — 1977
BS, Finance, Accounting
Hilliard Lyons September 2014 - Present
Merion Capital Group June 2013 - Present
BGB Securities November 2012 - January 2013
Self Employed November 2011 - November 2012
B. Riley & Co. September 2007 - November 2011
Cohen & Company October 2003 - April 2007
Garland McPherson & Associates September 1997 - September 2003
Skills
Equity Research, Investor Relations, Financial Analysis, Budgeting, Strategic Planning, Mergers, Acquisition Analysis, Valuation, Accounting, Financial Management, Special Projects, Supervisory Skills, Team Oriented, Microsoft Office, Financial Reporting, Variance Analysis, Due Diligence, Financial Forecasting, Capital Budgeting, Strong Work Ethic, Account Analysis, Team-oriented, New Venture Analysis, New Business Development, Capital Markets, Mergers & Acquisitions, Banking, Investments, Finance
Education
University of Tennessee-Knoxville - College of Business Administration 1977 — 1979
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 1974 — 1977
BS, Finance, Accounting
Kelly (Mastrosimone) Phillips's B. Riley & Co. Experience February 2015 - Present
Job Senior Marketing Manager at B. Riley & Co.
Industry Marketing and Advertising
Experience
B. Riley & Co. February 2015 - Present
On Assignment June 2007 - February 2015
Target November 2005 - June 2007
Toys R Us October 2002 - November 2005
Skills
Marketing, Project Management, Team Management, Leadership, Social Media Marketing, Management, Marketing Strategy, Copywriting, Sales, Cold Calling, Event Planning, Campaign Management, Customer Experience, Recruiting, Sales Operations, Copy Editing, Budgets, Account Management, Public Relations, Customer Service, Event Planning and..., Customer Acquisition, Customer Retention, Inbound Marketing, Inbound Lead Generation, B2B Marketing, B2C marketing, Marketing Communications, Social Media, Online Marketing
Education
California State University-Northridge
Bachelors of Science, Marketing
B. Riley & Co. February 2015 - Present
On Assignment June 2007 - February 2015
Target November 2005 - June 2007
Toys R Us October 2002 - November 2005
Skills
Marketing, Project Management, Team Management, Leadership, Social Media Marketing, Management, Marketing Strategy, Copywriting, Sales, Cold Calling, Event Planning, Campaign Management, Customer Experience, Recruiting, Sales Operations, Copy Editing, Budgets, Account Management, Public Relations, Customer Service, Event Planning and..., Customer Acquisition, Customer Retention, Inbound Marketing, Inbound Lead Generation, B2B Marketing, B2C marketing, Marketing Communications, Social Media, Online Marketing
Education
California State University-Northridge
Bachelors of Science, Marketing
Herve Francois's B. Riley & Co. Experience April 2013 - Present
Job Managing Director B.Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
patrick kellachan's B. Riley & Co. Experience October 2011 - June 2012
Job DirectorEquity Sales Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
B. Riley & Co. October 2011 - June 2012
Merriman Capital January 2009 - October 2011
Wall Street Access July 2005 - November 2008
Merrill Lynch March 2004 - July 2005
Morgan Stanley August 1993 - March 2004
Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24
Education
University of Scranton 1987 — 1991
b.s, political science
iona prep
iona prep
SunTrust Robinson Humphrey July 2012 - Present
B. Riley & Co. October 2011 - June 2012
Merriman Capital January 2009 - October 2011
Wall Street Access July 2005 - November 2008
Merrill Lynch March 2004 - July 2005
Morgan Stanley August 1993 - March 2004
Skills
Series 7, Series 63, Hedge Funds, Equities, Capital Markets, Trading, Bloomberg, Securities, Equity Trading, Investments, Fixed Income, Series 24
Education
University of Scranton 1987 — 1991
b.s, political science
iona prep
iona prep
Tom Frawley's B. Riley & Co. Experience December 2012 - March 2013
Job JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
B. Riley & Co. December 2012 - March 2013
Bank of America March 2006 - July 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Finance, Microsoft Office, Valuation, Equities, Sales
Education
University of Denver 2011 — 2012
Master of Business Administration (MBA), Finance
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's degree, Marketing
Bishop Diego High School 1997 — 2001
Santa Barbara, CA
JPMorgan Chase April 2013 - Present
B. Riley & Co. December 2012 - March 2013
Bank of America March 2006 - July 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Finance, Microsoft Office, Valuation, Equities, Sales
Education
University of Denver 2011 — 2012
Master of Business Administration (MBA), Finance
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's degree, Marketing
Bishop Diego High School 1997 — 2001
Santa Barbara, CA
Michael Coady, CFA, PMP's B. Riley & Co. Experience October 2004 - November 2008
Job Financial Analyst/Program Manager
Industry Financial Services
Experience
Interactive Technologies Group March 2009 - March 2012
B. Riley & Co. October 2004 - November 2008
Sidoti & Company, LLC March 1999 - September 2004
Schroder & Co. September 1998 - February 1999
Value Line April 1996 - September 1998
Skills
Financial Modeling, Equity Research, Equities, Investments, Strategic Planning, Valuation, Excel, PowerPoint, Financial Reporting, Financial Analysis, Bloomberg, Business Strategy, Customer Relations, Securities, Corporate Finance, Program Budgeting, Corporate Budgeting, Access, Project Management
Education
Miami University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Interactive Technologies Group March 2009 - March 2012
B. Riley & Co. October 2004 - November 2008
Sidoti & Company, LLC March 1999 - September 2004
Schroder & Co. September 1998 - February 1999
Value Line April 1996 - September 1998
Skills
Financial Modeling, Equity Research, Equities, Investments, Strategic Planning, Valuation, Excel, PowerPoint, Financial Reporting, Financial Analysis, Bloomberg, Business Strategy, Customer Relations, Securities, Corporate Finance, Program Budgeting, Corporate Budgeting, Access, Project Management
Education
Miami University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Richard Magnusen's B. Riley & Co. Experience January 2014 - Present
Job Associate Analyst at B. Riley & Co.
Industry Real Estate
Experience
B. Riley & Co. January 2014 - Present
Alliant Asset Management January 2013 - January 2014
Regence Holdings September 2011 - November 2012
BAE Systems April 2005 - September 2011
Skills
Product Development, Systems Engineering
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
Master of Business Administration (MBA), Finance/Real Estate
Cal Poly Pomona
BS, Manufacturing Engineering
B. Riley & Co. January 2014 - Present
Alliant Asset Management January 2013 - January 2014
Regence Holdings September 2011 - November 2012
BAE Systems April 2005 - September 2011
Skills
Product Development, Systems Engineering
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
Master of Business Administration (MBA), Finance/Real Estate
Cal Poly Pomona
BS, Manufacturing Engineering
John Nowak's B. Riley & Co. Experience August 2004 - February 2006
Job Head Trader at Walker Smith Capital
Industry Financial Services
Experience
Walker Smith Capital February 2006 - Present
B. Riley & Co. August 2004 - February 2006
Education
University of Notre Dame 2000 — 2004
BA, Finance
Walker Smith Capital February 2006 - Present
B. Riley & Co. August 2004 - February 2006
Education
University of Notre Dame 2000 — 2004
BA, Finance
Chris Sigala's B. Riley & Co. Experience September 2012 - Present
Job Associate, Investment Banking at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. September 2012 - Present
B. Riley & Co. February 2010 - October 2012
PricewaterhouseCoopers September 2008 - February 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Equity Research, Corporate Finance, Capital Markets, Investments, Equities, Hedge Funds, Private Equity, Bloomberg, Mergers, Business Valuation, Investment Banking
Education
University of Southern California
B. Riley & Co. September 2012 - Present
B. Riley & Co. February 2010 - October 2012
PricewaterhouseCoopers September 2008 - February 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Equity Research, Corporate Finance, Capital Markets, Investments, Equities, Hedge Funds, Private Equity, Bloomberg, Mergers, Business Valuation, Investment Banking
Education
University of Southern California
Kathy Tran's B. Riley & Co. Experience November 2010 - February 2015
Job Vice President, Marketing at B. Riley Financial
Industry Financial Services
Experience
B. Riley Financial February 2015 - Present
B. Riley & Co. November 2010 - February 2015
B. Riley & Co. February 2008 - November 2010
Skills
Project Management, Marketing Communications, Web Content Management, Email Marketing, Event Management, Special Events..., Production Budgeting, Account Reconciliation, Sponsorship Activation, Vendor Management, Print Production, Graphic Design, Adobe Creative Suite, Social Media Marketing, Social Media, Financial Analysis, Entrepreneurship, Strategic Planning, Marketing Strategy, Corporate Finance, Marketing, Event Planning
Education
UCLA Anderson School of Management 2014 — 2017
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (BA), English
B. Riley Financial February 2015 - Present
B. Riley & Co. November 2010 - February 2015
B. Riley & Co. February 2008 - November 2010
Skills
Project Management, Marketing Communications, Web Content Management, Email Marketing, Event Management, Special Events..., Production Budgeting, Account Reconciliation, Sponsorship Activation, Vendor Management, Print Production, Graphic Design, Adobe Creative Suite, Social Media Marketing, Social Media, Financial Analysis, Entrepreneurship, Strategic Planning, Marketing Strategy, Corporate Finance, Marketing, Event Planning
Education
UCLA Anderson School of Management 2014 — 2017
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (BA), English
Christopher Park's B. Riley & Co. Experience May 2013 - Present
Job Director, Investment Banking Group at B. Riley & Co. Software & Technology
Industry Investment Banking
Experience
B. Riley & Co. May 2013 - Present
Montgomery & Co., LLC March 2005 - April 2013
PeopleSoft 2001 - 2003
CSC 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Venture Capital, Mergers, Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Business Development, Valuation, Business Strategy, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Investments, Corporate Development, LBO, Start-ups
Education
University of California, Irvine
B.S., Biological Sciences
Sunny Hills
B. Riley & Co. May 2013 - Present
Montgomery & Co., LLC March 2005 - April 2013
PeopleSoft 2001 - 2003
CSC 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Venture Capital, Mergers, Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Business Development, Valuation, Business Strategy, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Investments, Corporate Development, LBO, Start-ups
Education
University of California, Irvine
B.S., Biological Sciences
Sunny Hills
Diana Oh's B. Riley & Co. Experience July 2012 - Present
Job Account Executive at Shiseido Americas Corporation
Industry Financial Services
Experience
B. Riley & Co. July 2012 - Present
Shisiedo Cosmetics April 2010 - July 2012
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2006 — 2007
Associate of Arts (A.A.)
University of Southern California - Marshall School of Business 2000 — 2004
B.S., Finance
USC Marshall School of Business
B. Riley & Co. July 2012 - Present
Shisiedo Cosmetics April 2010 - July 2012
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2006 — 2007
Associate of Arts (A.A.)
University of Southern California - Marshall School of Business 2000 — 2004
B.S., Finance
USC Marshall School of Business
Lee Krowl's B. Riley & Co. Experience January 2012 - Present
Job Institutional Sales at B. Riley & Co.
Industry Capital Markets
Experience
B. Riley & Co. January 2012 - Present
Merriman Capital, Inc. May 2011 - August 2011
Merriman Capital, Inc. May 2010 - August 2010
Skills
Capital Markets, US Equities, Sales, Series 7, Series 63, Equity Sales, Equities, Institutional, Institutional Sales, New Business Development, Valuation, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BS, Finance, Mathematics (Minor)
Chatfield
B. Riley & Co. January 2012 - Present
Merriman Capital, Inc. May 2011 - August 2011
Merriman Capital, Inc. May 2010 - August 2010
Skills
Capital Markets, US Equities, Sales, Series 7, Series 63, Equity Sales, Equities, Institutional, Institutional Sales, New Business Development, Valuation, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BS, Finance, Mathematics (Minor)
Chatfield
Frank O'Brien's B. Riley & Co. Experience 2010 - 2010
Job Vice President, Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank June 2014 - Present
Silicon Valley Bank February 2011 - May 2014
Apple Inc. September 2010 - February 2011
B. Riley & Co. 2010 - 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Finance, Social Media, Strategy
Education
University of California, Irvine 2006 — 2010
B.A, Business Economics, Political Science
Silicon Valley Bank June 2014 - Present
Silicon Valley Bank February 2011 - May 2014
Apple Inc. September 2010 - February 2011
B. Riley & Co. 2010 - 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Finance, Social Media, Strategy
Education
University of California, Irvine 2006 — 2010
B.A, Business Economics, Political Science
Julia Juwono's B. Riley & Co. Experience July 2004 - July 2005
Job
Industry Hospital & Health Care
Experience
Prescription Solutions September 2007 - June 2009
B. Riley & Co. July 2004 - July 2005
Trust Company of the West August 1999 - June 2004
USC-Advanced Biotelecommunications and Bioinformatics Center January 1998 - August 1999
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
University of Southern California
Bachelor of Arts, Biology
Prescription Solutions September 2007 - June 2009
B. Riley & Co. July 2004 - July 2005
Trust Company of the West August 1999 - June 2004
USC-Advanced Biotelecommunications and Bioinformatics Center January 1998 - August 1999
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
University of Southern California
Bachelor of Arts, Biology
Steven Canup's B. Riley & Co. Experience May 2011 - May 2013
Job President at NewBridge Capital & Trust, Inc.
Industry Financial Services
Experience
NewBridge Capital & Trust, Inc. June 2014 - Present
B. Riley & Co. May 2011 - May 2013
FIG Partners September 2010 - May 2011
Concordia Financial Services LLC November 2007 - September 2010
Aames Investment Corp March 2004 - November 2005
East West Bank May 2000 - February 2005
Skills
Series 24, Valuation, Debt, Hedge Funds, Investments, Bloomberg, Private Equity, Business Valuation, Financial Analysis, Mergers, M&A experience
Education
UCLA 1985 — 1989
BA, Economics
Santa Monica High
NewBridge Capital & Trust, Inc. June 2014 - Present
B. Riley & Co. May 2011 - May 2013
FIG Partners September 2010 - May 2011
Concordia Financial Services LLC November 2007 - September 2010
Aames Investment Corp March 2004 - November 2005
East West Bank May 2000 - February 2005
Skills
Series 24, Valuation, Debt, Hedge Funds, Investments, Bloomberg, Private Equity, Business Valuation, Financial Analysis, Mergers, M&A experience
Education
UCLA 1985 — 1989
BA, Economics
Santa Monica High
Tony Phan's B. Riley & Co. Experience June 2011 - October 2011
Job Senior Financial Analyst at Oportun
Industry Financial Services
Experience
Oportun September 2015 - Present
CA Technologies April 2015 - September 2015
First American Financial Corporation August 2014 - April 2015
First American Financial Corporation August 2012 - August 2014
B. Riley & Co. June 2011 - October 2011
Culver Capital Group September 2010 - August 2011
RAW:natural born artists February 2011 - May 2011
Square M, Inc. March 2010 - June 2010
Skills
Capital IQ, Essbase, Smartview, Microsoft Excel, PowerPoint, Valuation, Financial Modeling, Accounting, Microsoft Office, Finance, Financial Analysis, Corporate Finance, Analysis, Data Analysis, Microsoft Word
Education
University of California, Irvine 2008 — 2012
B.A., Business Economics, minor in Accounting
Milpitas High
Oportun September 2015 - Present
CA Technologies April 2015 - September 2015
First American Financial Corporation August 2014 - April 2015
First American Financial Corporation August 2012 - August 2014
B. Riley & Co. June 2011 - October 2011
Culver Capital Group September 2010 - August 2011
RAW:natural born artists February 2011 - May 2011
Square M, Inc. March 2010 - June 2010
Skills
Capital IQ, Essbase, Smartview, Microsoft Excel, PowerPoint, Valuation, Financial Modeling, Accounting, Microsoft Office, Finance, Financial Analysis, Corporate Finance, Analysis, Data Analysis, Microsoft Word
Education
University of California, Irvine 2008 — 2012
B.A., Business Economics, minor in Accounting
Milpitas High
Sarkis Sherbetchyan's B. Riley & Co. Experience September 2009 - Present
Job Associate Analyst at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. September 2009 - Present
Protiviti October 2007 - March 2009
Education
University of Southern California 2003 — 2007
B.S., Accounting
2016 Level II Candidate in the CFA Program
B. Riley & Co. September 2009 - Present
Protiviti October 2007 - March 2009
Education
University of Southern California 2003 — 2007
B.S., Accounting
2016 Level II Candidate in the CFA Program
Ramiro Contreras's B. Riley & Co. Experience August 2010 - February 2011
Job Exploring New Opportunities
Industry Biotechnology
Experience
Endonovo Therapeutics, Inc. October 2012 - October 2014
Mid-Market Securities, LLC October 2011 - November 2012
Mid-Market Securities, LLC July 2011 - October 2011
B. Riley & Co. August 2010 - February 2011
Harvey & Company LLC 2010 - 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Excel, Valuation, PowerPoint, Investment Banking, Mergers, Mergers & Acquisitions, Strategic Partnerships, Strategy, Start-ups, Entrepreneurship, Corporate Development, Management, Business Development, Competitive Analysis, Business Planning, Business Strategy, Investments, Portfolio Management, Private Equity, Equities, Joint Ventures, Licensing, Microsoft Excel
Education
University of California, Irvine
B.A., Business Economics
Endonovo Therapeutics, Inc. October 2012 - October 2014
Mid-Market Securities, LLC October 2011 - November 2012
Mid-Market Securities, LLC July 2011 - October 2011
B. Riley & Co. August 2010 - February 2011
Harvey & Company LLC 2010 - 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Excel, Valuation, PowerPoint, Investment Banking, Mergers, Mergers & Acquisitions, Strategic Partnerships, Strategy, Start-ups, Entrepreneurship, Corporate Development, Management, Business Development, Competitive Analysis, Business Planning, Business Strategy, Investments, Portfolio Management, Private Equity, Equities, Joint Ventures, Licensing, Microsoft Excel
Education
University of California, Irvine
B.A., Business Economics
JASON PETCHENICK's B. Riley & Co. Experience April 2006 - Present
Job Institutional Equity Trader at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. April 2006 - Present
Morton Capital Management August 2004 - May 2006
Skills
Series 4, Series 7, Series 24, Series 55, Equity Trading, Options, Bloomberg Software, Algorithms, Electronic Trading, ETFs, Securities, FINRA, Hedge Funds, Investments
Education
UC Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
Moorpark College 1996 — 1998
Transfer, Economics
B. Riley & Co. April 2006 - Present
Morton Capital Management August 2004 - May 2006
Skills
Series 4, Series 7, Series 24, Series 55, Equity Trading, Options, Bloomberg Software, Algorithms, Electronic Trading, ETFs, Securities, FINRA, Hedge Funds, Investments
Education
UC Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
Moorpark College 1996 — 1998
Transfer, Economics
Eric Ellinghaus's B. Riley & Co. Experience February 2012 - September 2013
Job Proprietary Equity Trader at Quasar Trading
Industry Financial Services
Experience
Quasar Trading November 2013 - Present
B. Riley & Co. February 2012 - September 2013
CL King 2009 - 2011
CE Unterberg Towbin LLC 2001 - 2008
Education
University of Notre Dame 1988 — 1992
Quasar Trading November 2013 - Present
B. Riley & Co. February 2012 - September 2013
CL King 2009 - 2011
CE Unterberg Towbin LLC 2001 - 2008
Education
University of Notre Dame 1988 — 1992
Cindy Khorasani's B. Riley & Co. Experience February 2001 - April 2002
Job Controller at Royal Capital Management, LLC
Industry Accounting
Experience
Royal Capital Management, LLC July 2007 - Present
Fundamental Capital Management, LLC April 2002 - June 2007
B. Riley & Co. February 2001 - April 2002
Skills
Hedge Funds, Due Diligence, Financial Analysis, Internal Controls, Equities
Education
USC Marshall School of Business 2004 — 2006
Master of Business Administration (MBA)
University of Arizona 1995 — 1998
Bachelor of Arts (B.A.), Evolutionary Psychology
Royal Capital Management, LLC July 2007 - Present
Fundamental Capital Management, LLC April 2002 - June 2007
B. Riley & Co. February 2001 - April 2002
Skills
Hedge Funds, Due Diligence, Financial Analysis, Internal Controls, Equities
Education
USC Marshall School of Business 2004 — 2006
Master of Business Administration (MBA)
University of Arizona 1995 — 1998
Bachelor of Arts (B.A.), Evolutionary Psychology
Brandon Finkelstein's B. Riley & Co. Experience May 2015 - Present
Job Investment Banking Summer Analyst at B. Riley & Co.
Industry
Experience
B. Riley & Co. May 2015 - Present
Westmount Asset Management June 2014 - July 2014
Westmount Asset Management May 2013 - July 2013
Westmount Asset Management May 2013 - July 2013
Del Shaw Moonves Tanaka Finkelstein & Lezcano November 2010 - March 2011
Razorgator June 2010 - August 2010
Skills
Microsoft Excel
Education
University of Michigan 2012 — 2016
University of Michigan
B. Riley & Co. May 2015 - Present
Westmount Asset Management June 2014 - July 2014
Westmount Asset Management May 2013 - July 2013
Westmount Asset Management May 2013 - July 2013
Del Shaw Moonves Tanaka Finkelstein & Lezcano November 2010 - March 2011
Razorgator June 2010 - August 2010
Skills
Microsoft Excel
Education
University of Michigan 2012 — 2016
University of Michigan
Connor Martin's B. Riley & Co. Experience June 2015 - Present
Job Intern at B. Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. June 2015 - Present
Excelsior Capital Partners, LLC June 2014 - August 2014
Skills
Investments, Microsoft Office, Microsoft Excel, Financial Modeling, Customer Service, PowerPoint, Microsoft Word, Leadership, Portfolio Management, Management
Education
University of Southern California - Marshall School of Business 2014 — 2017
Bachelor's degree, Business Administration
University of Southern California 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General
B. Riley & Co. June 2015 - Present
Excelsior Capital Partners, LLC June 2014 - August 2014
Skills
Investments, Microsoft Office, Microsoft Excel, Financial Modeling, Customer Service, PowerPoint, Microsoft Word, Leadership, Portfolio Management, Management
Education
University of Southern California - Marshall School of Business 2014 — 2017
Bachelor's degree, Business Administration
University of Southern California 2013 — 2017
Bachelor’s Degree, Business Administration and Management, General