BCMS Corporate
Industry: Company
DescriptionParent organization: BCMS Corporate Limited Subsidiary: BCMS Benelux
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BCMS Corporate Employees
Employee
Years
Job
Industry
Chrissy Yeoman Chrissy Yeoman's BCMS Corporate Experience February 2013 - March 2014
Job Property and Casualty Insurance Office Manager
Industry Insurance
Experience
Farmers Insurance and Blalock Insurance Agency January 2015 - Present
BCMS Corporate February 2013 - March 2014
DFW Insurance Professionals February 2011 - February 2013
Skills
Insurance, Account Management, Salesforce.com, Sales, Client Services, New Business Development, Business Development, Sales Process, Sales Management, Marketing, Negotiation, Selling, Management
Education
The University of Texas at Arlington 2011 — 2013
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Farmers Insurance and Blalock Insurance Agency January 2015 - Present
BCMS Corporate February 2013 - March 2014
DFW Insurance Professionals February 2011 - February 2013
Skills
Insurance, Account Management, Salesforce.com, Sales, Client Services, New Business Development, Business Development, Sales Process, Sales Management, Marketing, Negotiation, Selling, Management
Education
The University of Texas at Arlington 2011 — 2013
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Maitree Mervana Maitree Mervana's BCMS Corporate Experience October 2013 - December 2013
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2014 - August 2014
BCMS Corporate October 2013 - December 2013
Ernst & Young June 2013 - August 2013
WestPark Capital, Inc. January 2013 - March 2013
RPX Corporation July 2012 - September 2012
Los Angeles Confidential Magazine January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Marketing, Leadership, PowerPoint, Microsoft Word, Event Planning, Research, Market Research, Financial Analysis, Capital IQ, Social Media, Financial Modeling, Data Analysis, Investment Banking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics, Accounting Minor
Evergreen Valley High School 2007 — 2011
High School Diploma
Citi June 2014 - August 2014
BCMS Corporate October 2013 - December 2013
Ernst & Young June 2013 - August 2013
WestPark Capital, Inc. January 2013 - March 2013
RPX Corporation July 2012 - September 2012
Los Angeles Confidential Magazine January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Marketing, Leadership, PowerPoint, Microsoft Word, Event Planning, Research, Market Research, Financial Analysis, Capital IQ, Social Media, Financial Modeling, Data Analysis, Investment Banking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics, Accounting Minor
Evergreen Valley High School 2007 — 2011
High School Diploma
Chris YingQi Xu Chris YingQi Xu's BCMS Corporate Experience July 2012 - September 2012
Job data analyst
Industry Financial Services
Experience
Interactive Data July 2013 - Present
Region 1 Realty co June 2009 - Present
BCMS Corporate July 2012 - September 2012
Ivory Capital Asia June 2011 - August 2011
Seagull Holiday December 2009 - January 2011
Bunn-O-Matic Corporation June 2009 - August 2009
Skills
Market Research, Financial Analysis, Financial Modeling, Real Estate, Investments, Microsoft Excel, Capital IQ, Analysis, Strategy
Education
UC Riverside 2008 — 2012
B.S, Business Administration
Fudan University 2011 — 2011
Business Economics
Mark keppel high school 2004 — 2008
General
Interactive Data July 2013 - Present
Region 1 Realty co June 2009 - Present
BCMS Corporate July 2012 - September 2012
Ivory Capital Asia June 2011 - August 2011
Seagull Holiday December 2009 - January 2011
Bunn-O-Matic Corporation June 2009 - August 2009
Skills
Market Research, Financial Analysis, Financial Modeling, Real Estate, Investments, Microsoft Excel, Capital IQ, Analysis, Strategy
Education
UC Riverside 2008 — 2012
B.S, Business Administration
Fudan University 2011 — 2011
Business Economics
Mark keppel high school 2004 — 2008
General
Lex Colley Lex Colley's BCMS Corporate Experience March 2012 - Present
Job
Industry Investment Banking
Experience
BCMS Corporate March 2012 - Present
Kaufman Bros., L.P. September 2000 - February 2012
Salomon Smith Barney September 1995 - September 1996
Alex. Brown & Sons May 1995 - September 1995
Skills
Investment Banking, Mergers, Equities, Capital Markets, Corporate Finance, Structuring, Middle Market, Restructuring, IPO, Due Diligence, Private Equity, Private Placements, Distressed Debt, Debt Restructuring, Venture Capital, M&A experience, Mergers & Acquisitions, Alternative Investments, Valuation, Financial Structuring, LBO, Corporate Development, Securities, Equity Research, Fixed Income
Education
University of San Diego 1992 — 1996
B.B.A., Finance
William Penn Charter
BCMS Corporate March 2012 - Present
Kaufman Bros., L.P. September 2000 - February 2012
Salomon Smith Barney September 1995 - September 1996
Alex. Brown & Sons May 1995 - September 1995
Skills
Investment Banking, Mergers, Equities, Capital Markets, Corporate Finance, Structuring, Middle Market, Restructuring, IPO, Due Diligence, Private Equity, Private Placements, Distressed Debt, Debt Restructuring, Venture Capital, M&A experience, Mergers & Acquisitions, Alternative Investments, Valuation, Financial Structuring, LBO, Corporate Development, Securities, Equity Research, Fixed Income
Education
University of San Diego 1992 — 1996
B.B.A., Finance
William Penn Charter
Andrew Diaz's BCMS Corporate Experience January 2009 - May 2009
Job Research Analyst at Empyrean Capital Partners
Industry Financial Services
Experience
Empyrean Capital Partners July 2014 - Present
Catalus Capital February 2013 - July 2014
Prudential Capital Group July 2010 - February 2013
J.P. Morgan June 2009 - August 2009
BCMS Corporate January 2009 - May 2009
Skills
Mezzanine, LBO, Private Equity, Corporate Finance, Leveraged Finance, Distressed Debt, Value Investing, Special Situations, Recapitalizations, Capital, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
BS, Economics
United States Naval Academy 2006 — 2008
manteo high school 2001 — 2005
Empyrean Capital Partners July 2014 - Present
Catalus Capital February 2013 - July 2014
Prudential Capital Group July 2010 - February 2013
J.P. Morgan June 2009 - August 2009
BCMS Corporate January 2009 - May 2009
Skills
Mezzanine, LBO, Private Equity, Corporate Finance, Leveraged Finance, Distressed Debt, Value Investing, Special Situations, Recapitalizations, Capital, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
BS, Economics
United States Naval Academy 2006 — 2008
manteo high school 2001 — 2005
Shawn Thompson Shawn Thompson's BCMS Corporate Experience February 2012 - November 2013
Job Seasoned M&A professional and trusted advisor
Industry Investment Banking
Experience
Thompson Professional Services January 2011 - Present
BCMS Corporate February 2012 - November 2013
Mentor Securities October 2010 - February 2012
Einstein Technology Partners March 2010 - December 2010
Transworld Capital Group 2009 - 2010
Holbrook & Company September 2008 - April 2009
Mosaic Capital August 2005 - September 2008
XRoads Solutions Group October 2003 - July 2005
Opal Concepts, Inc. May 2002 - October 2003
Barrington Associates 1994 - 2002
Skills
Mergers, Restructuring, Private Equity, Venture Capital, Financial Modeling, M&A, Sell-side, Negotiation, Strategic Advice, Business Analysis, Process Improvement, Team Leadership, Investment Banking, Sell Side, Mergers & Acquisitions, Strategy, Entrepreneurship, Valuation, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science in Economics, Finance
Sachem 1983 — 1987
High School
Thompson Professional Services January 2011 - Present
BCMS Corporate February 2012 - November 2013
Mentor Securities October 2010 - February 2012
Einstein Technology Partners March 2010 - December 2010
Transworld Capital Group 2009 - 2010
Holbrook & Company September 2008 - April 2009
Mosaic Capital August 2005 - September 2008
XRoads Solutions Group October 2003 - July 2005
Opal Concepts, Inc. May 2002 - October 2003
Barrington Associates 1994 - 2002
Skills
Mergers, Restructuring, Private Equity, Venture Capital, Financial Modeling, M&A, Sell-side, Negotiation, Strategic Advice, Business Analysis, Process Improvement, Team Leadership, Investment Banking, Sell Side, Mergers & Acquisitions, Strategy, Entrepreneurship, Valuation, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science in Economics, Finance
Sachem 1983 — 1987
High School
William Reimer William Reimer's BCMS Corporate Experience June 2015 - Present
Job Investment Banking Research Analyst
Industry Investment Banking
Experience
BCMS Corporate June 2015 - Present
Esposito Securities, LLC January 2015 - June 2015
RFC Wire Forms, Inc. June 2013 - July 2013
Congressional Office of California's 23rd District April 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint
Education
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.5
Southern Methodist University 2013 — 2015
Bachelor of Arts (B.A.), Political Science and Government
BCMS Corporate June 2015 - Present
Esposito Securities, LLC January 2015 - June 2015
RFC Wire Forms, Inc. June 2013 - July 2013
Congressional Office of California's 23rd District April 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint
Education
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.5
Southern Methodist University 2013 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Adam Berger Adam Berger's BCMS Corporate Experience June 2012 - August 2012
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2013 - Present
BCMS Corporate June 2012 - August 2012
Bel Air Investment Advisors June 2011 - August 2011
Komarov Inc June 2010 - August 2010
Kane and Associates June 2008 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Portfolio Management, Financial Analysis, English, Analysis, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
The Hong Kong University of Science and Technology
Stifel Financial Corp. August 2013 - Present
BCMS Corporate June 2012 - August 2012
Bel Air Investment Advisors June 2011 - August 2011
Komarov Inc June 2010 - August 2010
Kane and Associates June 2008 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Portfolio Management, Financial Analysis, English, Analysis, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
The Hong Kong University of Science and Technology
Christy Helm Christy Helm's BCMS Corporate Experience April 2009 - Present
Job Project Manager at BCMS Corporate
Industry Investment Banking
Experience
BCMS Corporate April 2009 - Present
AlphaGraphics September 1991 - March 2009
Skills
Investment Banking, Mergers & Acquisitions, Project Management, Due Diligence, Management Consulting, Business Strategy, M&A experience, Process Improvement, Corporate Development, Team Leadership
Education
The University of Texas at Arlington 1991 — 1993
Bachelor of Business Administration (BBA), Marketing
Loyola University New Orleans 1988 — 1990
BCMS Corporate April 2009 - Present
AlphaGraphics September 1991 - March 2009
Skills
Investment Banking, Mergers & Acquisitions, Project Management, Due Diligence, Management Consulting, Business Strategy, M&A experience, Process Improvement, Corporate Development, Team Leadership
Education
The University of Texas at Arlington 1991 — 1993
Bachelor of Business Administration (BBA), Marketing
Loyola University New Orleans 1988 — 1990
Hardik Goel Hardik Goel's BCMS Corporate Experience June 2011 - November 2011
Job Associate at Zelman & Associates
Industry Investment Banking
Experience
Zelman & Associates July 2013 - Present
Citi June 2012 - August 2012
BCMS Corporate June 2011 - November 2011
Avalon International One June 2010 - August 2010
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Mergers & Acquisitions, Investments, Investment Banking, Finance, Analysis, Research, Portfolio Management, Corporate Finance, Equity Research, Market Research, Forecasting, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S, Finance and Accounting
East China Normal University 2011 — 2011
NYU Shanghai -- Sophomore Spring, Chinese, Law, Culture, Organizational Communication, Management and Operations
Dubai International Academy 2007 — 2009
IB diploma, English, Business, Economics
Zelman & Associates July 2013 - Present
Citi June 2012 - August 2012
BCMS Corporate June 2011 - November 2011
Avalon International One June 2010 - August 2010
Skills
Financial Modeling, Due Diligence, Valuation, Mergers, Mergers & Acquisitions, Investments, Investment Banking, Finance, Analysis, Research, Portfolio Management, Corporate Finance, Equity Research, Market Research, Forecasting, Equities
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S, Finance and Accounting
East China Normal University 2011 — 2011
NYU Shanghai -- Sophomore Spring, Chinese, Law, Culture, Organizational Communication, Management and Operations
Dubai International Academy 2007 — 2009
IB diploma, English, Business, Economics
John Reynolds John Reynolds's BCMS Corporate Experience October 2009 - July 2010
Job MBA Program at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Arundel Capital July 2014 - November 2014
Jennison Associates LLC September 2013 - April 2014
ThinkEquity LLC July 2010 - November 2012
BCMS Corporate October 2009 - July 2010
Skills
Microsoft Office, Valuation, Bloomberg, Equities, Investments, Research, Marketing, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, Market Research, Finance, Public Equity Offerings, Private Equity Funding, Mergers & Acquisitions, Investment Banking, Investment Management, Financial Modeling, Financial Analysis, Accounting, Presentations, Biotechnology, Healthcare Industry, Team Management, Team Building, Equity Research, LBO
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
Trinity College 2005 — 2009
Bachelor of Arts, American Studies
The Hotchkiss School 2001 — 2005
High School Diploma
Independent Day School 1990 — 2001
Vanguard April 2015 - Present
Arundel Capital July 2014 - November 2014
Jennison Associates LLC September 2013 - April 2014
ThinkEquity LLC July 2010 - November 2012
BCMS Corporate October 2009 - July 2010
Skills
Microsoft Office, Valuation, Bloomberg, Equities, Investments, Research, Marketing, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, Market Research, Finance, Public Equity Offerings, Private Equity Funding, Mergers & Acquisitions, Investment Banking, Investment Management, Financial Modeling, Financial Analysis, Accounting, Presentations, Biotechnology, Healthcare Industry, Team Management, Team Building, Equity Research, LBO
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
Trinity College 2005 — 2009
Bachelor of Arts, American Studies
The Hotchkiss School 2001 — 2005
High School Diploma
Independent Day School 1990 — 2001
Benjamin Steele Benjamin Steele's BCMS Corporate Experience February 2011 - June 2011
Job Real Estate Transaction Advisory at FTI Consulting
Industry Financial Services
Experience
FTI Consulting August 2014 - Present
TIAA-CREF July 2012 - July 2014
Deloitte January 2012 - May 2012
Achelous Partners June 2011 - December 2011
BCMS Corporate February 2011 - June 2011
The Carlton Group August 2010 - December 2010
Rosewood Hotels & Resorts May 2010 - August 2010
Skills
Real Estate, Financial Modeling, Valuation, Investment Banking, Investment Properties, Mergers & Acquisitions, CMBS, Real Estate Economics, Asset Management, Financial Analysis, Investments, Argus, Yardi
Education
New York University 2008 — 2012
BS Hospitality Management, Hospitality Finance, Economics
St. Paul's School 1995 — 2007
FTI Consulting August 2014 - Present
TIAA-CREF July 2012 - July 2014
Deloitte January 2012 - May 2012
Achelous Partners June 2011 - December 2011
BCMS Corporate February 2011 - June 2011
The Carlton Group August 2010 - December 2010
Rosewood Hotels & Resorts May 2010 - August 2010
Skills
Real Estate, Financial Modeling, Valuation, Investment Banking, Investment Properties, Mergers & Acquisitions, CMBS, Real Estate Economics, Asset Management, Financial Analysis, Investments, Argus, Yardi
Education
New York University 2008 — 2012
BS Hospitality Management, Hospitality Finance, Economics
St. Paul's School 1995 — 2007
Tracy Herzik Tracy Herzik's BCMS Corporate Experience August 2008 - June 2012
Job Director of M&A Integrations at Relias Learning
Industry E-Learning
Experience
Relias Learning September 2015 - Present
Relias Learning June 2014 - September 2015
Autism Training Solutions June 2012 - June 2014
BCMS Corporate August 2008 - June 2012
BCMS Corporate August 2008 - December 2010
Van Pool Transportation September 2006 - August 2008
Corporate Insight June 2005 - September 2006
Skills
Business Strategy, Business Process..., Strategic Planning, Operations Management, Competitive Analysis, Mergers & Acquisitions, Organizational..., Marketing Strategy, CRM, Team Leadership, Management, Project Management, Salesforce.com, Pardot, Business Development, Strategy, Consulting, Leadership, Start-ups, Entrepreneurship, Business Planning, Analytics, Cross-functional Team..., Marketing, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Double Major Business Management and Sociology
IPAG 2003 — 2003
International Business Management Program
Wilbraham and Monson Academy 1996 — 2001
Relias Learning September 2015 - Present
Relias Learning June 2014 - September 2015
Autism Training Solutions June 2012 - June 2014
BCMS Corporate August 2008 - June 2012
BCMS Corporate August 2008 - December 2010
Van Pool Transportation September 2006 - August 2008
Corporate Insight June 2005 - September 2006
Skills
Business Strategy, Business Process..., Strategic Planning, Operations Management, Competitive Analysis, Mergers & Acquisitions, Organizational..., Marketing Strategy, CRM, Team Leadership, Management, Project Management, Salesforce.com, Pardot, Business Development, Strategy, Consulting, Leadership, Start-ups, Entrepreneurship, Business Planning, Analytics, Cross-functional Team..., Marketing, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Double Major Business Management and Sociology
IPAG 2003 — 2003
International Business Management Program
Wilbraham and Monson Academy 1996 — 2001
Elena Contreras Elena Contreras's BCMS Corporate Experience July 2009 - September 2010
Job Global Account Manager at Blue Coat Systems
Industry Information Technology and Services
Experience
Blue Coat Systems May 2015 - Present
Intel Security January 2013 - May 2015
McAfee Security September 2011 - May 2015
McAfee September 2012 - January 2013
Ferrata Solutions, 2010 - 2011
BCMS Corporate July 2009 - September 2010
Diebold Election Systems June 2007 - June 2009
Premier Election Solutions, Inc. (Subsidiary of Diebold, Inc June 2007 - June 2009
Avia Tour November 2006 - June 2007
Lenscrafters June 2006 - March 2007
Skills
Cold Calling, Networking, Sales, Competitive Analysis, Business Development, Marketing, Training, Customer Service, International Sales, Proposal Writing, Retail, Strategy, Software Documentation, Spanish, Research, New Business Development, CRM, Management, Security, Sales Operations
Education
University of North Texas 2000 — 2007
General Studies, Business, Political Science & Psychology
Notre Dame Catholic School
University of North Texas
Bachelor of Arts, General Studies; Business; Psychology, and Political Science
Blue Coat Systems May 2015 - Present
Intel Security January 2013 - May 2015
McAfee Security September 2011 - May 2015
McAfee September 2012 - January 2013
Ferrata Solutions, 2010 - 2011
BCMS Corporate July 2009 - September 2010
Diebold Election Systems June 2007 - June 2009
Premier Election Solutions, Inc. (Subsidiary of Diebold, Inc June 2007 - June 2009
Avia Tour November 2006 - June 2007
Lenscrafters June 2006 - March 2007
Skills
Cold Calling, Networking, Sales, Competitive Analysis, Business Development, Marketing, Training, Customer Service, International Sales, Proposal Writing, Retail, Strategy, Software Documentation, Spanish, Research, New Business Development, CRM, Management, Security, Sales Operations
Education
University of North Texas 2000 — 2007
General Studies, Business, Political Science & Psychology
Notre Dame Catholic School
University of North Texas
Bachelor of Arts, General Studies; Business; Psychology, and Political Science
Aaron Neuman's BCMS Corporate Experience
Job Associate at BCMS Corporate
Industry Investment Banking
Experience
BCMS Corporate
Skills
Sell Side, Financial Modeling, Mergers, M&A experience, Investment Banking, Valuation, Private Equity, Corporate Development, Capital Markets, Equities, Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Hedge Funds, LBO, Investments, DCF, Finance, IPO, Management Consulting, Business Valuation, Financial Structuring
Education
Boston University 1997 — 2001
Bachelor of Arts (BA), Psychology
BCMS Corporate
Skills
Sell Side, Financial Modeling, Mergers, M&A experience, Investment Banking, Valuation, Private Equity, Corporate Development, Capital Markets, Equities, Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Hedge Funds, LBO, Investments, DCF, Finance, IPO, Management Consulting, Business Valuation, Financial Structuring
Education
Boston University 1997 — 2001
Bachelor of Arts (BA), Psychology
Mark A. Flores Mark A. Flores's BCMS Corporate Experience June 2009 - June 2012
Job Manufacturing
Industry Electrical/Electronic Manufacturing
Experience
Cantex, Inc. August 2014 - Present
Corinthian Colleges August 2012 - August 2014
BCMS Corporate LLC June 2009 - June 2012
BCMS Corporate June 2009 - June 2012
Prime Therapeutics November 2008 - May 2009
Prime Therapeutics November 2008 - May 2009
CITIGROUP, INC May 2000 - May 2008
Citigroup May 1998 - May 2008
Skills
Mentoring and Guidance, Presentations, Educational Leadership, Higher Education, Education, Educational Technology, Fluent in Spanish, Fluent English, Branding and Identity, Career Counseling, Training Delivery, Operations Management, Mergers, Management Consulting, Competitive Analysis, Negotiation, Research, New Business Development, Strategic Planning, Strategic Communications, Strategic Sourcing, Strategic Partnerships, College Recruiting, Transition Planning, Transitioning, Transition Management, Mergers & Acquisitions, Sales, Team Leadership, Marketing, Leadership
Education
Texas Wesleyan University 1992 — 1994
Liberal Arts
Weatherford College 1991 — 1992
General Studies
Weatherford College 1988 — 1989
Music Performance, General
U.S. Army Veteran 1989 — 1997
Cantex, Inc. August 2014 - Present
Corinthian Colleges August 2012 - August 2014
BCMS Corporate LLC June 2009 - June 2012
BCMS Corporate June 2009 - June 2012
Prime Therapeutics November 2008 - May 2009
Prime Therapeutics November 2008 - May 2009
CITIGROUP, INC May 2000 - May 2008
Citigroup May 1998 - May 2008
Skills
Mentoring and Guidance, Presentations, Educational Leadership, Higher Education, Education, Educational Technology, Fluent in Spanish, Fluent English, Branding and Identity, Career Counseling, Training Delivery, Operations Management, Mergers, Management Consulting, Competitive Analysis, Negotiation, Research, New Business Development, Strategic Planning, Strategic Communications, Strategic Sourcing, Strategic Partnerships, College Recruiting, Transition Planning, Transitioning, Transition Management, Mergers & Acquisitions, Sales, Team Leadership, Marketing, Leadership
Education
Texas Wesleyan University 1992 — 1994
Liberal Arts
Weatherford College 1991 — 1992
General Studies
Weatherford College 1988 — 1989
Music Performance, General
U.S. Army Veteran 1989 — 1997
Justin Fink's BCMS Corporate Experience 2009 - September 2012
Job President at Global AMTX, Inc. & Global Envirotech, Inc.
Industry Oil & Energy
Experience
Global AM-TX, Inc. & Global Envirotech, Inc. September 2012 - Present
BCMS Corporate 2009 - September 2012
GulfStar Group 2008 - 2009
Citi 2004 - 2008
J.P. Morgan 2003 - 2003
Goldman Sachs 2000 - 2002
Goldman Sachs 1999 - 2000
Goldman Sachs 1996 - 1999
Skills
Sell-side, Buy-side, Debt, Negotiation, Mergers, Private Placements, Problem Solving, Equities, Corporate Development, Accounting, Private Equity, Corporate Finance, Budgeting, Venture Capital, IPO, Due Diligence, Recapitalizations, Valuation, Investment Banking, Mezzanine, Financial Modeling, LBO, Structuring, Capital Markets, Buyouts, Business Relationship..., Mergers & Acquisitions, Financial Analysis, Acquisitions, Sell Side, Financial Structuring, Budgets
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA
The University of Texas at Austin 1992 — 1996
BA
Strake Jesuit College Preparatory
Global AM-TX, Inc. & Global Envirotech, Inc. September 2012 - Present
BCMS Corporate 2009 - September 2012
GulfStar Group 2008 - 2009
Citi 2004 - 2008
J.P. Morgan 2003 - 2003
Goldman Sachs 2000 - 2002
Goldman Sachs 1999 - 2000
Goldman Sachs 1996 - 1999
Skills
Sell-side, Buy-side, Debt, Negotiation, Mergers, Private Placements, Problem Solving, Equities, Corporate Development, Accounting, Private Equity, Corporate Finance, Budgeting, Venture Capital, IPO, Due Diligence, Recapitalizations, Valuation, Investment Banking, Mezzanine, Financial Modeling, LBO, Structuring, Capital Markets, Buyouts, Business Relationship..., Mergers & Acquisitions, Financial Analysis, Acquisitions, Sell Side, Financial Structuring, Budgets
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA
The University of Texas at Austin 1992 — 1996
BA
Strake Jesuit College Preparatory
Alexandra Barcala Alexandra Barcala's BCMS Corporate Experience January 2010 - August 2013
Job Acquisition Marketing American Express
Industry Marketing and Advertising
Experience
American Express August 2013 - Present
BCMS Corporate January 2010 - August 2013
Skills
Salesforce.com, Strategic Partnerships, Business Development, Event Management, Strategy, Lead Generation, Marketing Communications, Email Marketing, Marketing Strategy, Eloqua Marketing..., Reporting & Analysis, Digital Marketing, Analytics, Management, Marketing
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelors of Science, General Business Administration
American Express August 2013 - Present
BCMS Corporate January 2010 - August 2013
Skills
Salesforce.com, Strategic Partnerships, Business Development, Event Management, Strategy, Lead Generation, Marketing Communications, Email Marketing, Marketing Strategy, Eloqua Marketing..., Reporting & Analysis, Digital Marketing, Analytics, Management, Marketing
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelors of Science, General Business Administration
Margaret Tseng Margaret Tseng's BCMS Corporate Experience April 2013 - June 2014
Job Project Coordinator at PMAlliance
Industry Marketing and Advertising
Experience
PMAlliance June 2014 - Present
BCMS Corporate April 2013 - June 2014
Aurasound Inc. April 2012 - July 2012
Logistics Team September 2011 - April 2012
Solteras Inc. September 2010 - September 2011
Golden State Label Enterprises August 2009 - September 2010
University of California, Riverside October 2008 - June 2009
Better Grades Now January 2008 - June 2009
Pacific World Insurance Service December 2008 - March 2009
Big Brothers Big Sisters of Los Angeles and Inland Empire November 2006 - February 2008
Skills
Microsoft Office, Research, Inventory Management, Software Documentation, Microsoft Project, Project Management, Human Resources, Microsoft Excel, Microsoft Word, Scheduling Management, Organizational..., Analysis, Capital IQ, Recruiting, Outlook, Management, Data Analysis, PowerPoint, Leadership, Marketing
Education
Loyola Marymount University 2013 — 2013
Certification, Human Resources Management and Services
The Chicago School of Professional Psychology at Los Angeles 2012 — 2013
Master of Arts (M.A.), Industrial and Organizational Psychology, 3.9
University of California, Los Angeles 2011 — 2011
Certification, Project Management
University of California, Riverside 2005 — 2009
BS, BA, Business and Psychology
University of Sussex
PMAlliance June 2014 - Present
BCMS Corporate April 2013 - June 2014
Aurasound Inc. April 2012 - July 2012
Logistics Team September 2011 - April 2012
Solteras Inc. September 2010 - September 2011
Golden State Label Enterprises August 2009 - September 2010
University of California, Riverside October 2008 - June 2009
Better Grades Now January 2008 - June 2009
Pacific World Insurance Service December 2008 - March 2009
Big Brothers Big Sisters of Los Angeles and Inland Empire November 2006 - February 2008
Skills
Microsoft Office, Research, Inventory Management, Software Documentation, Microsoft Project, Project Management, Human Resources, Microsoft Excel, Microsoft Word, Scheduling Management, Organizational..., Analysis, Capital IQ, Recruiting, Outlook, Management, Data Analysis, PowerPoint, Leadership, Marketing
Education
Loyola Marymount University 2013 — 2013
Certification, Human Resources Management and Services
The Chicago School of Professional Psychology at Los Angeles 2012 — 2013
Master of Arts (M.A.), Industrial and Organizational Psychology, 3.9
University of California, Los Angeles 2011 — 2011
Certification, Project Management
University of California, Riverside 2005 — 2009
BS, BA, Business and Psychology
University of Sussex
Eric Bocanegra Eric Bocanegra's BCMS Corporate Experience January 2015 - Present
Job Investment Banking Intern at BCMS Corporate
Industry Investment Banking
Experience
BCMS Corporate January 2015 - Present
USC Latino Business Student Association January 2015 - Present
Prelude Group June 2014 - July 2014
USC Leavey Library January 2014 - June 2014
USC Dornsife Technology Services January 2014 - June 2014
USC Latino Business Student Association January 2014 - June 2014
Skills
Social Media
Education
University of Southern California 2012 — 2016
Current Student, Business Administration with an Emphasis in Finance, Minoring in Economics, Sophmore
St. Francis High School 2008 — 2012
HEC Paris
BCMS Corporate January 2015 - Present
USC Latino Business Student Association January 2015 - Present
Prelude Group June 2014 - July 2014
USC Leavey Library January 2014 - June 2014
USC Dornsife Technology Services January 2014 - June 2014
USC Latino Business Student Association January 2014 - June 2014
Skills
Social Media
Education
University of Southern California 2012 — 2016
Current Student, Business Administration with an Emphasis in Finance, Minoring in Economics, Sophmore
St. Francis High School 2008 — 2012
HEC Paris
Sally J. Kim's BCMS Corporate Experience February 2014 - Present
Job Tech & Consumer Investor at Stripes Group
Industry Venture Capital & Private Equity
Experience
Stripes Group June 2014 - Present
BCMS Corporate February 2014 - Present
Pandora June 2013 - August 2013
Skills
Entrepreneurship, Financial Analysis, Research, Business Strategy, Writing, Private Equity, Investments, Management, Valuation, Mergers & Acquisitions, Finance
Education
New York University 2011 — 2014
Bachelor of Arts (B.A.), Cum Laude
Stripes Group June 2014 - Present
BCMS Corporate February 2014 - Present
Pandora June 2013 - August 2013
Skills
Entrepreneurship, Financial Analysis, Research, Business Strategy, Writing, Private Equity, Investments, Management, Valuation, Mergers & Acquisitions, Finance
Education
New York University 2011 — 2014
Bachelor of Arts (B.A.), Cum Laude
Maureen Hyde's BCMS Corporate Experience June 2014 - November 2014
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones November 2014 - Present
BCMS Corporate June 2014 - November 2014
Enterprise Holdings Inc. August 2012 - June 2014
Enterprise Holdings Inc. October 2011 - August 2012
Enterprise Holdings Inc. October 2010 - October 2011
State Farm Insurance Agency August 2008 - August 2010
The Shorthorn February 2008 - May 2008
Skills
Management, Marketing, Purchasing, Procurement, Business Planning, Sales, Customer Service, Leadership, Salesforce.com, Marketing Communications, Email Marketing, Microsoft Excel, Microsoft Office, Financial Accounting, Budgets, Outlook, Data Analysis, Financial Analysis, Account Reconciliation, PowerPoint, Team Leadership, Team Building, Inventory Management
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2010
Marketing, Business Administration and Management, General
Edward Jones November 2014 - Present
BCMS Corporate June 2014 - November 2014
Enterprise Holdings Inc. August 2012 - June 2014
Enterprise Holdings Inc. October 2011 - August 2012
Enterprise Holdings Inc. October 2010 - October 2011
State Farm Insurance Agency August 2008 - August 2010
The Shorthorn February 2008 - May 2008
Skills
Management, Marketing, Purchasing, Procurement, Business Planning, Sales, Customer Service, Leadership, Salesforce.com, Marketing Communications, Email Marketing, Microsoft Excel, Microsoft Office, Financial Accounting, Budgets, Outlook, Data Analysis, Financial Analysis, Account Reconciliation, PowerPoint, Team Leadership, Team Building, Inventory Management
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2010
Marketing, Business Administration and Management, General
Raymond Mai Raymond Mai's BCMS Corporate Experience June 2015 - Present
Job Investment Banking Analyst at BCMS Corporate
Industry Investment Banking
Experience
BCMS Corporate June 2015 - Present
BCMS Corporate October 2014 - May 2015
UCLA September 2014 - November 2014
Clear Capital Advisors March 2014 - August 2014
US Capital Partners August 2013 - March 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Investment Banking, Microsoft Word, Customer Service, Research, Social Media, PowerPoint, Time Management, Public Speaking, Teamwork, Social Networking, Mathematics, Finance, Marketing, Management, Investments, Entrepreneurship, Strategic Financial..., Sales, Training, Economics, Analysis, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Mount Miguel High School 2007 — 2011
High School Degree
BCMS Corporate June 2015 - Present
BCMS Corporate October 2014 - May 2015
UCLA September 2014 - November 2014
Clear Capital Advisors March 2014 - August 2014
US Capital Partners August 2013 - March 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Investment Banking, Microsoft Word, Customer Service, Research, Social Media, PowerPoint, Time Management, Public Speaking, Teamwork, Social Networking, Mathematics, Finance, Marketing, Management, Investments, Entrepreneurship, Strategic Financial..., Sales, Training, Economics, Analysis, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Mount Miguel High School 2007 — 2011
High School Degree
Ajay Jandhyala Ajay Jandhyala's BCMS Corporate Experience November 2011 - January 2012
Job
Industry Oil & Energy
Experience
NextEra Energy Resources September 2013 - April 2015
American Express May 2013 - September 2013
Global Hunter Securities February 2012 - May 2013
BCMS Corporate November 2011 - January 2012
McCombs School of Business September 2010 - May 2011
American Capital Solutions May 2010 - May 2011
University of Texas at Austin August 2009 - May 2011
Energy Finance Group November 2009 - November 2010
DELL COMPUTER CORPORATION August 2005 - August 2009
VIEWLOCITY INC May 2003 - August 2005
Skills
Financial Modeling, Valuation, Strategy, Financial Analysis, Mergers & Acquisitions, Investment Banking, Due Diligence, Microsoft Excel, Corporate Finance, Mergers, Capital Markets, Equities, Private Equity, Venture Capital, Restructuring, High Yield Bonds, Leadership, Finance, Project Management, Competitive Analysis, Bloomberg, Portfolio Management, Corporate Development, Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Corporate Finance
The University of Texas at Arlington 2000 — 2003
Bachelor of Science, Computer Science & Engineering
NextEra Energy Resources September 2013 - April 2015
American Express May 2013 - September 2013
Global Hunter Securities February 2012 - May 2013
BCMS Corporate November 2011 - January 2012
McCombs School of Business September 2010 - May 2011
American Capital Solutions May 2010 - May 2011
University of Texas at Austin August 2009 - May 2011
Energy Finance Group November 2009 - November 2010
DELL COMPUTER CORPORATION August 2005 - August 2009
VIEWLOCITY INC May 2003 - August 2005
Skills
Financial Modeling, Valuation, Strategy, Financial Analysis, Mergers & Acquisitions, Investment Banking, Due Diligence, Microsoft Excel, Corporate Finance, Mergers, Capital Markets, Equities, Private Equity, Venture Capital, Restructuring, High Yield Bonds, Leadership, Finance, Project Management, Competitive Analysis, Bloomberg, Portfolio Management, Corporate Development, Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Corporate Finance
The University of Texas at Arlington 2000 — 2003
Bachelor of Science, Computer Science & Engineering
Lynsey (Baker) Kelly Lynsey (Baker) Kelly's BCMS Corporate Experience September 2011 - June 2012
Job Client Manager
Industry Banking
Experience
BCMS Corporate September 2011 - June 2012
LSG Sky Chefs July 2008 - September 2011
Ivie & Associates September 2006 - June 2008
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Marketing
BCMS Corporate September 2011 - June 2012
LSG Sky Chefs July 2008 - September 2011
Ivie & Associates September 2006 - June 2008
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Marketing
Aaron Lau Aaron Lau's BCMS Corporate Experience March 2014 - June 2014
Job Investment Banking Analyst at McCafferty & Company
Industry Banking
Experience
McCafferty & Company May 2015 - Present
McCafferty & Company June 2014 - August 2014
BCMS Corporate March 2014 - June 2014
Tribula Group January 2014 - March 2014
Merrill Lynch May 2013 - July 2013
UCLA Office of Information Technology November 2012 - July 2013
UCLA Daily Bruin Marketing October 2012 - January 2013
Skills
Graphic Design, Microsoft Office, CSS, Social Media, PowerPoint, Illustrator, Photoshop, Microsoft Excel, Economics, Finance, Statistics
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Cupertino High School 2007 — 2011
Class of 2011
McCafferty & Company May 2015 - Present
McCafferty & Company June 2014 - August 2014
BCMS Corporate March 2014 - June 2014
Tribula Group January 2014 - March 2014
Merrill Lynch May 2013 - July 2013
UCLA Office of Information Technology November 2012 - July 2013
UCLA Daily Bruin Marketing October 2012 - January 2013
Skills
Graphic Design, Microsoft Office, CSS, Social Media, PowerPoint, Illustrator, Photoshop, Microsoft Excel, Economics, Finance, Statistics
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Cupertino High School 2007 — 2011
Class of 2011
Seth Matthews Seth Matthews's BCMS Corporate Experience October 2012 - Present
Job Client Representative at BCMS
Industry Investment Banking
Experience
BCMS Corporate October 2012 - Present
Enterprise Holdings October 2004 - 2012
Skills
Sales Process, Outside Sales, Cold Calling, Account Management, B2B, Key Account Management, Selling, Sales Management, New Business Development, Sales, Training, Marketing, Negotiation, Management, Customer Retention, Direct Sales, Salesforce.com, Sales Presentations, Business Development, CRM, Sales Operations, Forecasting, Contract Negotiation, Strategic Partnerships, Customer Satisfaction, Business Planning, Start-ups, Marketing Strategy, Recruiting, Team Leadership, Business Strategy, Team Building
Education
Texas Wesleyan University 2002 — 2004
Bachelor, Marketing
BCMS Corporate October 2012 - Present
Enterprise Holdings October 2004 - 2012
Skills
Sales Process, Outside Sales, Cold Calling, Account Management, B2B, Key Account Management, Selling, Sales Management, New Business Development, Sales, Training, Marketing, Negotiation, Management, Customer Retention, Direct Sales, Salesforce.com, Sales Presentations, Business Development, CRM, Sales Operations, Forecasting, Contract Negotiation, Strategic Partnerships, Customer Satisfaction, Business Planning, Start-ups, Marketing Strategy, Recruiting, Team Leadership, Business Strategy, Team Building
Education
Texas Wesleyan University 2002 — 2004
Bachelor, Marketing
Misty England Misty England's BCMS Corporate Experience 2009 - Present
Job Project Manager at BCMS
Industry Investment Banking
Experience
BCMS Corporate 2009 - Present
ThyssenKrupp February 2008 - January 2009
Crucible Materials Corporation 2003 - 2008
Education
The University of Texas at Arlington 1993 — 1997
BA, Broadcast Management
BCMS Corporate 2009 - Present
ThyssenKrupp February 2008 - January 2009
Crucible Materials Corporation 2003 - 2008
Education
The University of Texas at Arlington 1993 — 1997
BA, Broadcast Management
Alon Hillel-Tuch's BCMS Corporate Experience December 2007 - January 2011
Job CoFounder at RocketHub Inc.
Industry Internet
Experience
RocketHub Inc. January 2011 - Present
BCMS Corporate December 2007 - January 2011
PlayerNet March 2009 - December 2010
HBK Capital Management August 2007 - November 2007
Skills
Entrepreneurship, Crowdfunding, Business Strategy, Venture Capital, Corporate Development, Angel Investing, Financial Modeling, Digital Media, Venture Financing, Emerging Technologies, M&A experience, Crowdsourcing, Operations Management, Microsoft Excel, Public Speaking, Private Placements, Investment Banking, Capital Raising, Start-up Ventures, Strategic Consulting, Business Valuation, Conflict Resolution, Social Entrepreneurship, IPO, Private Equity, Investor Relations, Payment Processing, Stata, QuickBooks, Deal Sourcing, LBO, Emerging Markets, Executive Management, Strategic Partnerships, Mergers & Acquisitions, Finance, Strategy, Languages, SQL, Excel, Microsoft Office, Business Analytics, Visual Basic, Mobile Payments, Speaking Engagements, Customer Analytics, NVivo, Vue, Start-ups, Business Modeling
Education
Columbia University in the City of New York
M.S, Negotiation & Conflict Resolution
Hamilton College
Liberal Arts, Economics and Chinese
International School of Amsterdam
IB Diploma, Economics, Physics, English, Dutch
RocketHub Inc. January 2011 - Present
BCMS Corporate December 2007 - January 2011
PlayerNet March 2009 - December 2010
HBK Capital Management August 2007 - November 2007
Skills
Entrepreneurship, Crowdfunding, Business Strategy, Venture Capital, Corporate Development, Angel Investing, Financial Modeling, Digital Media, Venture Financing, Emerging Technologies, M&A experience, Crowdsourcing, Operations Management, Microsoft Excel, Public Speaking, Private Placements, Investment Banking, Capital Raising, Start-up Ventures, Strategic Consulting, Business Valuation, Conflict Resolution, Social Entrepreneurship, IPO, Private Equity, Investor Relations, Payment Processing, Stata, QuickBooks, Deal Sourcing, LBO, Emerging Markets, Executive Management, Strategic Partnerships, Mergers & Acquisitions, Finance, Strategy, Languages, SQL, Excel, Microsoft Office, Business Analytics, Visual Basic, Mobile Payments, Speaking Engagements, Customer Analytics, NVivo, Vue, Start-ups, Business Modeling
Education
Columbia University in the City of New York
M.S, Negotiation & Conflict Resolution
Hamilton College
Liberal Arts, Economics and Chinese
International School of Amsterdam
IB Diploma, Economics, Physics, English, Dutch
Jason Dupre's BCMS Corporate Experience September 2012 - Present
Job Associate Investment Banking Mergers & Acquisitions
Industry Investment Banking
Experience
BCMS Corporate September 2012 - Present
Texas Christian University August 2013 - December 2014
ValueScope, Inc. December 2011 - October 2012
Tudor Pickering & Holt August 2010 - December 2010
Jackson & Jackson PLLC April 2009 - July 2010
Fred's Bar & Grill November 2006 - May 2010
United States Navy August 2001 - April 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Excel, Valuation, Investment Banking, Mergers, Acquisitions, Word, PowerPoint, Public Speaking, Team Leadership, Organizational..., Due Diligence, Social Networking, Mergers & Acquisitions, Microsoft Word, Business Valuation
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
MBA, Investments
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
BS, Finance, Communication Minor
Naval Aviation Technical Training Center (NATTC) Pensacola 2001 — 2002
Technical, Aviation's Electricians Mate
South Terrebonne High School (STHS) 1998 — 2001
BCMS Corporate September 2012 - Present
Texas Christian University August 2013 - December 2014
ValueScope, Inc. December 2011 - October 2012
Tudor Pickering & Holt August 2010 - December 2010
Jackson & Jackson PLLC April 2009 - July 2010
Fred's Bar & Grill November 2006 - May 2010
United States Navy August 2001 - April 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Excel, Valuation, Investment Banking, Mergers, Acquisitions, Word, PowerPoint, Public Speaking, Team Leadership, Organizational..., Due Diligence, Social Networking, Mergers & Acquisitions, Microsoft Word, Business Valuation
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
MBA, Investments
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
BS, Finance, Communication Minor
Naval Aviation Technical Training Center (NATTC) Pensacola 2001 — 2002
Technical, Aviation's Electricians Mate
South Terrebonne High School (STHS) 1998 — 2001
Madeline Dufour's BCMS Corporate Experience June 2009 - August 2009
Job MBA Candidate at the Tuck School of Business
Industry Financial Services
Experience
Bain Capital August 2011 - July 2015
Cambridge Associates July 2010 - August 2011
BCMS Corporate June 2009 - August 2009
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Bloomberg, Alternative Investments, Asset Management, Equities, Financial Analysis, Data Analysis, Portfolio Management, Corporate Finance, Economics, Fixed Income
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Colby College 2006 — 2010
BA, Economics, Administrative Science
London School of Economics and Political Science 2008 — 2008
Economics
Bain Capital August 2011 - July 2015
Cambridge Associates July 2010 - August 2011
BCMS Corporate June 2009 - August 2009
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Bloomberg, Alternative Investments, Asset Management, Equities, Financial Analysis, Data Analysis, Portfolio Management, Corporate Finance, Economics, Fixed Income
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (MBA)
Colby College 2006 — 2010
BA, Economics, Administrative Science
London School of Economics and Political Science 2008 — 2008
Economics
Ji Hyae Lee's BCMS Corporate Experience June 2014 - July 2014
Job M.D. Candidate at Penn State Hershey College of Medicine
Industry Hospital & Health Care
Experience
Cloudbric 2015 - 2015
Ernst & Young 2014 - 2015
BCMS Corporate June 2014 - July 2014
Deloitte Consulting September 2012 - November 2012
KTB Private Equity July 2012 - August 2012
Education
Penn State University 2015 — 2019
Doctor of Medicine (M.D.)
Dartmouth College 2009 — 2013
A.B., Neuroscience Major, Biology Minor
Northfield Mount Hermon 2006 — 2009
Salem Academy 2005 — 2006
Korea University
Doctor of Medicine (MD)
Cloudbric 2015 - 2015
Ernst & Young 2014 - 2015
BCMS Corporate June 2014 - July 2014
Deloitte Consulting September 2012 - November 2012
KTB Private Equity July 2012 - August 2012
Education
Penn State University 2015 — 2019
Doctor of Medicine (M.D.)
Dartmouth College 2009 — 2013
A.B., Neuroscience Major, Biology Minor
Northfield Mount Hermon 2006 — 2009
Salem Academy 2005 — 2006
Korea University
Doctor of Medicine (MD)
Albie Landwehr's BCMS Corporate Experience October 2011 - March 2013
Job CFO with M&A, Turnaround, Investment Banking Experience
Industry Investment Banking
Experience
Everest Group International / Hamilton Advisors LLC August 2006 - Present
BCMS Corporate October 2011 - March 2013
Magnatrax May 2003 - August 2006
Sentinel/Select Capital Advisors December 1992 - May 2003
National Repair Center June 1991 - November 1992
FedEx May 1980 - May 1991
Skills
Mergers, Turn Around Management, CFOs, Microsoft Excel, Finance, Start-ups, Cash Flow Forecasting, Exit Strategies, Strategic Planning, Due Diligence, Restructuring, Acquisition Integration, Corporate Finance, Divestitures, Financial Modeling, Managerial Finance, Valuation, Financial Analysis, Capital Allocation, Corporate Development
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA, Finance
Wake Forest University 1974 — 1978
BS, Mathematics, Economics
Everest Group International / Hamilton Advisors LLC August 2006 - Present
BCMS Corporate October 2011 - March 2013
Magnatrax May 2003 - August 2006
Sentinel/Select Capital Advisors December 1992 - May 2003
National Repair Center June 1991 - November 1992
FedEx May 1980 - May 1991
Skills
Mergers, Turn Around Management, CFOs, Microsoft Excel, Finance, Start-ups, Cash Flow Forecasting, Exit Strategies, Strategic Planning, Due Diligence, Restructuring, Acquisition Integration, Corporate Finance, Divestitures, Financial Modeling, Managerial Finance, Valuation, Financial Analysis, Capital Allocation, Corporate Development
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA, Finance
Wake Forest University 1974 — 1978
BS, Mathematics, Economics
Ari Paget's BCMS Corporate Experience January 2010 - Present
Job Managing Partner at MarketCadence
Industry Investment Banking
Experience
MarketCadence July 2014 - Present
BCMS Corporate January 2010 - Present
Various corporations including: OptionsXpress/Charles Schwab 2004 - 2010
Taste Expectations LLC 2006 - 2009
PremiereTrade 2001 - 2004
Skills
Public Speaking, Research, Writing, Strategic Planning, Start-ups, Investment Banking, Mergers, International..., Executive Management, Sales Management, Lecturing, Consulting, Business Development, Sales, International Business..., International Business..., Executive-Level..., Executive Networking, Strategy, Corporate Development, Sell Side, Entrepreneurship, M, Business Strategy, Management Consulting, Business Planning, International Sales, International Business, Mergers & Acquisitions, Private Placements, Investments, Management, Business Travel
Education
University of Florida
MarketCadence July 2014 - Present
BCMS Corporate January 2010 - Present
Various corporations including: OptionsXpress/Charles Schwab 2004 - 2010
Taste Expectations LLC 2006 - 2009
PremiereTrade 2001 - 2004
Skills
Public Speaking, Research, Writing, Strategic Planning, Start-ups, Investment Banking, Mergers, International..., Executive Management, Sales Management, Lecturing, Consulting, Business Development, Sales, International Business..., International Business..., Executive-Level..., Executive Networking, Strategy, Corporate Development, Sell Side, Entrepreneurship, M, Business Strategy, Management Consulting, Business Planning, International Sales, International Business, Mergers & Acquisitions, Private Placements, Investments, Management, Business Travel
Education
University of Florida
Michael Querard's BCMS Corporate Experience January 2011 - May 2013
Job Engaging Public Speaker; Trusted Adviser to MidMarket Companies; Independent Investment Banker
Industry Investment Banking
Experience
Generational Equity, LLC. September 2013 - Present
Merriman Capital, Inc. June 2013 - April 2015
BCMS Corporate January 2011 - May 2013
Privately Held M&A Advisory Firm January 2007 - December 2010
QPI, Inc. February 2003 - January 2008
Cap Gemini Ernst & Young March 2001 - September 2002
Fannie Mae January 1997 - December 1999
Skills
Mergers, Strategic Planning, Financial Analysis, Entrepreneurship, Management Consulting, Valuation, Business Purchases &..., Capital Raising, Venture Capital, Strategy, Investment Banking, Mergers & Acquisitions, Executive Management, Business Development, Leadership, Corporate Development, Equities, Capital Markets, CRM
Education
Georgetown University Law Center 1989 — 1992
J.D.
Colorado School of Mines 1985 — 1989
B.S., Computer Science / Mathematics, Summa cum laude
Generational Equity, LLC. September 2013 - Present
Merriman Capital, Inc. June 2013 - April 2015
BCMS Corporate January 2011 - May 2013
Privately Held M&A Advisory Firm January 2007 - December 2010
QPI, Inc. February 2003 - January 2008
Cap Gemini Ernst & Young March 2001 - September 2002
Fannie Mae January 1997 - December 1999
Skills
Mergers, Strategic Planning, Financial Analysis, Entrepreneurship, Management Consulting, Valuation, Business Purchases &..., Capital Raising, Venture Capital, Strategy, Investment Banking, Mergers & Acquisitions, Executive Management, Business Development, Leadership, Corporate Development, Equities, Capital Markets, CRM
Education
Georgetown University Law Center 1989 — 1992
J.D.
Colorado School of Mines 1985 — 1989
B.S., Computer Science / Mathematics, Summa cum laude
Renessa Wilkes's BCMS Corporate Experience December 2010 - Present
Job BCMS Corporate
Industry Internet
Experience
BCMS Corporate December 2010 - Present
SuperMedia October 2008 - March 2010
AMN/Staffcare September 2006 - August 2008
Americredit Financial Services February 2004 - August 2006
Americredit Financial November 2002 - February 2004
AmeriCredit November 2000 - November 2002
Americredit Financial June 1999 - November 2000
AmeriCredit Financial Mortgage February 1999 - June 1999
Texas Department Of Human Services January 1994 - January 1998
IBM November 1992 - January 1994
Skills
Salesforce.com Certified, Microsoft Office, Cognos, Google Adwords, Human Resources, CRM, Team Building, Cold Calling, Online Advertising, Account Management, Advertising, Marketing, New Business Development, Negotiation, Customer Service, Credit, Management, Leadership, Sales, Salesforce.com, Finance, Sales Operations, Coaching, Marketing Strategy, Strategic Planning, Team Leadership, Sales Management, Business Development, Process Improvement, Training, Financial Analysis, Consulting, Customer Retention, Social Media Marketing, Strategy
Education
Johnson County Community CollegeKansas Missouri University College 1984 — 1986
SHAWNEE MISSION NORTH HS 1982 — 1985
HS DIPLOMA
University of Phoenix
BS, Business/Management
BCMS Corporate December 2010 - Present
SuperMedia October 2008 - March 2010
AMN/Staffcare September 2006 - August 2008
Americredit Financial Services February 2004 - August 2006
Americredit Financial November 2002 - February 2004
AmeriCredit November 2000 - November 2002
Americredit Financial June 1999 - November 2000
AmeriCredit Financial Mortgage February 1999 - June 1999
Texas Department Of Human Services January 1994 - January 1998
IBM November 1992 - January 1994
Skills
Salesforce.com Certified, Microsoft Office, Cognos, Google Adwords, Human Resources, CRM, Team Building, Cold Calling, Online Advertising, Account Management, Advertising, Marketing, New Business Development, Negotiation, Customer Service, Credit, Management, Leadership, Sales, Salesforce.com, Finance, Sales Operations, Coaching, Marketing Strategy, Strategic Planning, Team Leadership, Sales Management, Business Development, Process Improvement, Training, Financial Analysis, Consulting, Customer Retention, Social Media Marketing, Strategy
Education
Johnson County Community CollegeKansas Missouri University College 1984 — 1986
SHAWNEE MISSION NORTH HS 1982 — 1985
HS DIPLOMA
University of Phoenix
BS, Business/Management
Jerry Watkins's BCMS Corporate Experience April 2013 - March 2015
Job Director of Research at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation April 2015 - Present
BCMS Corporate April 2013 - March 2015
BCMS Corporate July 2009 - April 2013
Baylor University June 2007 - May 2009
Skills
Mergers & Acquisitions, Strategic Planning, Mergers, Acquisitions, Research, Online Research, Management, Corporate Finance, Strategy, Capital IQ, Data Science, Fundraising, Market Research, Nonprofits, Data Analysis, Analysis, Team Leadership, Contract Negotiation, Non-disclosure..., Microsoft Excel, Microsoft Dynamics, Microsoft CRM, OneSource, Zephyr, Hoovers, Client Confidentiality, Lead Generation, Time Management, Analytics, Training, Microsoft Office, Team Management, CRM, Microsoft Word, Performance Management, Leadership, PowerPoint, Customer Service, Sales
Education
Baylor University 2005 — 2009
BS, Economics
Allegiance Capital Corporation April 2015 - Present
BCMS Corporate April 2013 - March 2015
BCMS Corporate July 2009 - April 2013
Baylor University June 2007 - May 2009
Skills
Mergers & Acquisitions, Strategic Planning, Mergers, Acquisitions, Research, Online Research, Management, Corporate Finance, Strategy, Capital IQ, Data Science, Fundraising, Market Research, Nonprofits, Data Analysis, Analysis, Team Leadership, Contract Negotiation, Non-disclosure..., Microsoft Excel, Microsoft Dynamics, Microsoft CRM, OneSource, Zephyr, Hoovers, Client Confidentiality, Lead Generation, Time Management, Analytics, Training, Microsoft Office, Team Management, CRM, Microsoft Word, Performance Management, Leadership, PowerPoint, Customer Service, Sales
Education
Baylor University 2005 — 2009
BS, Economics
Keyur Patel's BCMS Corporate Experience June 2010 - August 2010
Job Investment Banking Analyst, Mergers & Acquisitions at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2013 - Present
Lear Corporation May 2012 - November 2013
Rothschild June 2011 - August 2011
BCMS Corporate June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers & Acquisitions, Investment Banking, Corporate Finance, ThomsonOne, Capital IQ, VBA, Hyperion HFM, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
RBC Capital Markets November 2013 - Present
Lear Corporation May 2012 - November 2013
Rothschild June 2011 - August 2011
BCMS Corporate June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Bloomberg, Mergers & Acquisitions, Investment Banking, Corporate Finance, ThomsonOne, Capital IQ, VBA, Hyperion HFM, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Crystal (Zeyuan) Yu, CPA's BCMS Corporate Experience January 2013 - May 2013
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC July 2014 - April 2015
Standish Management, LLC June 2013 - June 2014
BCMS Corporate January 2013 - May 2013
PricewaterhouseCoopers June 2011 - August 2011
Ooogi Media Worldwide Ltd March 2011 - May 2011
China Minsheng Banking Corp.ltd June 2010 - August 2010
Skills
Cantonese, Mandarin, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Access, QuickBooks, Risk Management, Social Networking, Public Speaking, English, Financial Reporting, Auditing, Financial Modeling, Tax, Research, Valuation
Education
University of Southern California 2012 — 2013
Master of Accounting, Accounting, Financial Analysis and Valuation
The University of Hong Kong 2009 — 2012
BBA(Acc&Fin), Accounting and Finance
University of California, Santa Barbara 2010 — 2011
Econ&Acc, Accounting, 4.0/4.0
Standish Management, LLC July 2014 - April 2015
Standish Management, LLC June 2013 - June 2014
BCMS Corporate January 2013 - May 2013
PricewaterhouseCoopers June 2011 - August 2011
Ooogi Media Worldwide Ltd March 2011 - May 2011
China Minsheng Banking Corp.ltd June 2010 - August 2010
Skills
Cantonese, Mandarin, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Access, QuickBooks, Risk Management, Social Networking, Public Speaking, English, Financial Reporting, Auditing, Financial Modeling, Tax, Research, Valuation
Education
University of Southern California 2012 — 2013
Master of Accounting, Accounting, Financial Analysis and Valuation
The University of Hong Kong 2009 — 2012
BBA(Acc&Fin), Accounting and Finance
University of California, Santa Barbara 2010 — 2011
Econ&Acc, Accounting, 4.0/4.0
Donald Li's BCMS Corporate Experience May 2012 - August 2012
Job Consultant, Hedge Fund Services at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
BCMS Corporate May 2012 - August 2012
Colliers International May 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Valuation, Financial Modeling, Investment Banking, Capital IQ, Thompson One, Financial Reporting, US GAAP, IFRS, Strategy
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (M.Sc.), Accounting
Indiana University - Kelley School of Business 2008 — 2012
B.Sc, Accounting and Finance
Ridge High School 2004 — 2008
Northern Trust July 2013 - Present
BCMS Corporate May 2012 - August 2012
Colliers International May 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Financial Accounting, Valuation, Financial Modeling, Investment Banking, Capital IQ, Thompson One, Financial Reporting, US GAAP, IFRS, Strategy
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science (M.Sc.), Accounting
Indiana University - Kelley School of Business 2008 — 2012
B.Sc, Accounting and Finance
Ridge High School 2004 — 2008
James Pohorenec's BCMS Corporate Experience 2012 - 2012
Job Claims Analyst at Blue Cross and Blue Shield of Alabama
Industry Insurance
Experience
Blue Cross and Blue Shield of Alabama January 2014 - Present
Wells Fargo October 2013 - January 2014
Wells Fargo July 2012 - October 2013
BCMS Corporate 2012 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Data Analysis, Customer Service, Financial Analysis, Access, Social Media, C++, Facebook, Statistics
Education
Auburn University 2007 — 2011
Bachelor of Science (B.S.), Economics
Blue Cross and Blue Shield of Alabama January 2014 - Present
Wells Fargo October 2013 - January 2014
Wells Fargo July 2012 - October 2013
BCMS Corporate 2012 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Data Analysis, Customer Service, Financial Analysis, Access, Social Media, C++, Facebook, Statistics
Education
Auburn University 2007 — 2011
Bachelor of Science (B.S.), Economics
Avery Hsiung's BCMS Corporate Experience February 2014 - May 2014
Job Student at University of California, Los Angeles
Industry Financial Services
Experience
UCLA Anderson School of Management September 2011 - Present
Wells Fargo June 2014 - September 2014
USAC Internal Vice President's Office June 2013 - June 2014
BCMS Corporate February 2014 - May 2014
Sobul, Primes & Schenkel January 2013 - September 2013
USAC Internal Vice President's Office September 2012 - June 2013
Avondale Asset Management June 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Data Analysis, Microsoft Office, Event Planning
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Walnut High School 2008 — 2011
High School Diploma
UCLA Anderson School of Management September 2011 - Present
Wells Fargo June 2014 - September 2014
USAC Internal Vice President's Office June 2013 - June 2014
BCMS Corporate February 2014 - May 2014
Sobul, Primes & Schenkel January 2013 - September 2013
USAC Internal Vice President's Office September 2012 - June 2013
Avondale Asset Management June 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Data Analysis, Microsoft Office, Event Planning
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Walnut High School 2008 — 2011
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY